Today’s story is of course a Netflix scam. There is now -35.9% on subscribersshrink†
moment of purchase? Perhaps, but there may be more to the lower price. Like these other Big Tech Meta stars, Netflix may have reached the limits of its growth. Especially with the increasing competition. In such a zeperd there are usually more trains, but who knows.
Anyway, the price is now down about 70% since last year’s high. That’s hundreds of billions less in postage for shareholders. Yes, this is the risk of stock growth…
Bill Ackman pic.twitter.com/UXSFwBKQ27
– Eric Moritz (@erikmauritz) April 20 2022
Bill Ackman’s Pershing Arena had a 1.6% hit at Damrak, to finish the story. Not so bad? And where there are risks, there is also opportunity? Go and see what Paul Whitling makes of it.
What advice did you know about?#Netflixhttps://t.co/XiGvparNVi
– Arend Jan Kamp (@ArendJanKamp) April 20 2022
Where Big Tech Fund can pack its bags, the next box is already ready. Again about that infamous assessment: Too much for an automaker, but does that also apply to an innovative automaker with a genius as a CEO?
at 10:00. # Tesla Q1 numbers. consensus:
x 1
Earnings per share of $2.36
Revenue $17.8 billion
Q 2
EPS (means earnings per share, not wappie) $2.34
Revenue 19.14 billion dollars
2022
Wpa $10.53
Revenue 83.82 billion dollarsGood lines look nicely raised, and the proportion seems almost natural. Until you see this estimate# AX pic.twitter.com/mEwgDjiODm
– Arend Jan Kamp (@ArendJanKamp) April 20 2022
Lots of characters and action on Damrak and so forth, but first with a wide market. With talking heads today. The IMF also believes that he should participate in fairground divination. Expect prices, as a self-respecting organization, don’t bother with that. I will do something again Unsafe times To be.
IMF warns of more market sell-off as central banks adjust policy https://t.co/VUOdiztqCL
– CNBC April 20 2022
Meanwhile in Frankfurt, where something might be moving:
Not the most prominent #ECB Member, but the euro seems to be rising against the dollar https://t.co/KMf3I7lwwJ pic.twitter.com/iP5wICjap4
– Arend Jan Kamp (@ArendJanKamp) April 20 2022
Perhaps this has something to do with the German PPI number for March: over 30%! Again, the ECB’s only official mandate is a 2% inflation target. You waste your own words on it.
What does all this mean for the broad market? First AEX who sees the 730 again. Next stop is that 743.05 from two weeks ago. Down says 652.80 from early March. That seems a long way off, just like the all-time high of 829.66 from last November. Yes, we may have been in a bear market for five months.
additional:
- Most stock exchanges even do it with one before the decimal point, which are excellent European indicators today
- Wall Street is very volatile: blue-chip stocks are doing well, but technology is taking a hit again. Netflix really cuts it. ASML is also in the NASDAQ 100, climbing today and taking all the cutting tools in tow
- Volatility So the CBOE VIX Index is up and the new VD DAX Index is up
- This is partly due to the ECB’s BPO point, where the dollar took a 0.7% kick and rose about 1 cent at 1.086.
- Oil Suddenly Drops, Gold Does Nothing And Cryptocurrencies Don’t Break Pots Today either
Finally, regarding the turbulent waves of the interest rate market, what’s happening here this year:
Porcelain 5
Many personalities today on Dumrak, including famous names. The second-quarter outlook looks poor with ASML’s first quarter, but the company is looking to 2025. Then sales will increase another 35%? Perhaps this is the fantasy that is giving price a whirl today.
ASML raises its forecast for 2025 #ASML https://t.co/3BG29Oao4h
IEX Investor Desk April 20 2022
It’s been a not-so-great ten months in the US for Just Eat Takeaway with GrubHub. On a large scale, growth has stalled, action is required and the company realizes it? Price is called a sigh of relief, but not after there was a new low with €24.88 shortly after the opening.
Just Eat Takeaway puts a Grubhub in the window #JUSTEATTAKEAWAY https://t.co/h64lEPu6up
IEX Investor Desk April 20 2022
CM.com is showing good growth in sales, but not a good development in earnings. The course flies over the board and doesn’t seem to know how to handle it. Price shows reverse from JETje, still more than +8.0% this morning
https://t.co/g5xQzPplPWStrong growth but weak profitability #poison.COM https://t.co/FAZCmmOOrK
IEX Investor Desk April 20 2022
Nobody is talking about the depreciation of Heineken in the amount of 400 million euros, because the company knows how to pass high prices for raw materials and no less drunk beer because of this. Thus our office with a small addition of the undersigned.
What is in the foreground?
According to one of the company and board advisors I spoke to last week, NL was completely surprised that no one was complaining about price hikes (?!), paying them, and that there was no drop in demand.
Likewise with #heineken† # AX #economic inflation https://t.co/LXbOizhmip– Arend Jan Kamp (@ArendJanKamp) April 20 2022
Finally, about the offending Vubak and the tormented day:
Vopak: a matter of patience #fopac https://t.co/AKPoE7Lt08
IEX Investor Desk April 20 2022
Then there are recommendations for targeted price cuts for ArcelorMittal, DSM and Vopak and an increase in Heineken and AMG:
Is there anything else? Believes. Our trimmers are outperforming thanks to ASML, because the SOX sector index is also doing well with +1.0% against the Nasdaq 100. On top of that, technology, finance, and cyclical commodities almost come at the expense of value and real estate. Vastned is a former yielder and the rest appears to be.
- Was it already anticipated and price in? DSM doesn’t do much on that a discount of protection materials
- AkzoNobel will have numbers tomorrow: Can it pass prices like Heineken?
- Unilever is also a usually questionable price and is currently on good P&G numbers (+2.5%)
- ABN Amro stands at -4.3% this year versus ING -20.5%
- After a few tough days, Alvin is looking forward to it again
- You can also use your eyes, just draw a horizontal line over the tops of Basic-Fit
- Great job again, Boskalis is more than HAL offer of €32.50
- PostNL is showing signs of life again. Tomorrow 0.32 euros without dividends
- Van Lanchot Campin, where did it come from? There is no news
- Sligro, TomTom and BAM also look great, but on balance, these prices don’t do much
- Beautiful Ibosco
- Don’t panic, ForFamers and Vastned are pulling back for the right reason: Previous earnings
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