Full Truck Alliance (NYSE: YMM ) is the largest digital freight platform in China with a dominant market share. The company's platform is used by both shippers and truckers to match their needs. Full Truck Alliance's products and service offerings includeI am the co-founder and portfolio manager for a multi-family office with a focus on U.S and Asia markets. I have a bachelor's and master's degree in accounting and finance from one of the top programs in the U.S. I am a CFA Charterholder. Prior to starting ...

Momentum investing is all about the idea of following a stock's recent trend, which can be in either direction. In the 'long' context, investors will essentially be "buying high, but hoping to sell even higher." And for investors following this methodology, taking advantage of trends in a stock's price is key; once a stock establishes a course, it is more than likely to continue moving in that direction. The goal is that once a stock heads down a fixed path, it will lead to timely and profitable trades.Even ...

盈利预测：（注：如无特别说明，本文货币单位均为人民币，美元：人民币汇率为 7.19） [Table_Contacts] [Table_Page] 跟踪研究|媒体Ⅱ 证券研究报告 [Table_Title] 【广发传媒&海外】满帮（YMM） 交易抽佣驱动收入高增，货主&单量持续增长 [Table_Summary] 核心观点： ⚫ 满帮集团交易抽佣驱动收入高增，货主&单量持续增长，看好公司主业 发展稳步向好。根据公司财报，24Q3，公司实现营收 30.31 亿元， YoY+33.9%，高于业绩指引 27.6~28.2 亿元的上沿，主要由于交易交 易服务收入的显著增长。分业务看：（1）货运匹配服务收入 25.52 亿 元，同增 34.0%。其中：货运经纪收入 12.81 亿元，YoY+19.7%；信 息发布收入 2.23 亿元，YoY+4.9%；交易服务收入 10.48 亿元， YoY+68.6%，继续保持高增速，主要由订单量、抽佣覆盖率及单均抽 佣的增长驱动。（2）增值服务收入 4.80 亿元，同增 33.4%。 ⚫ 利润端，24Q3 毛利率 55.0%，同比上升 5.4pct，环比上升 2.4pct。费 用率优 ...

证券研究报告·海外公司点评·交通运输 满帮集团（YMM） 2024Q3 业绩点评：供需侧份额双提升，成长 变现均超预期 2024 年 11 月 24 日 买入（维持） | --- | --- | --- | --- | --- | --- | |---------------------------------|-------|----------------------------------|-------|-------|-------| | [ 盈利预测与估值 Table_EPS] | 2022A | 2023A | 2024E | 2025E | 2026E | | 营业总收入（百万元） | | 6,734 8,436 11,059 13,594 16,377 | | | | | 同比（ % ） | 45% | 25% | 31% | 23% | 20% | | Non-GAAP 归母净利润（百万元） | | 1,390 2,783 3,917 5,099 6,512 | | | | | 同比（ % ） | 209% | 100% | 41% | 30% | 28% | | Non-GAAP EPS ...

Full Truck Alliance Co. Ltd. (NYSE:YMM) Q3 2024 Earnings Conference Call November 20, 2024 7:00 AM ET Company Participants Mao Mao - Head of Investor Relations Hui Zhang - Founder, Chairman and Chief Executive Officer Simon Cai - Chief Financial Officer Conference Call Participants Charlie Chen - China Renaissance Eddy Wang - Morgan Stanley Jiulu Li - CICC Yuxuan Mi - UBS Operator Ladies and gentlemen, good day, and welcome to Full Truck Alliance's Third Quarter 2024 Earnings Conference Call. Today's confer ...

Full Truck Alliance Co. Ltd. Sponsored ADR (YMM) came out with quarterly earnings of $0.17 per share, beating the Zacks Consensus Estimate of $0.15 per share. This compares to earnings of $0.11 per share a year ago. These figures are adjusted for non-recurring items.This quarterly report represents an earnings surprise of 13.33%. A quarter ago, it was expected that this company would post earnings of $0.13 per share when it actually produced earnings of $0.13, delivering no surprise.Over the last four quart ...

GUIYANG, China, Nov. 20, 2024 /PRNewswire/ -- Full Truck Alliance Co. Ltd. ("FTA" or the "Company") (NYSE: YMM), a leading digital freight platform, today announced its unaudited financial results for the third quarter ended September 30, 2024.Third Quarter 2024 Financial and Operational Highlights Total net revenues in the third quarter of 2024 were RMB3,031.4 million (US$432.0 million), an increase of 33.9% from RMB2,263.9 million in the same period of 2023.  Net income in the third quarter of 2024 was RM ...

Earnings Call Scheduled for 7:00 A.M. U.S. ET on November 20, 2024 GUIYANG, China, Oct. 31, 2024 /PRNewswire/ -- Full Truck Alliance Co. Ltd. ("FTA" or the "Company") (NYSE: YMM), a leading digital freight platform, today announced that it will release its third quarter 2024 unaudited financial results on Wednesday, November 20, 2024, before the open of the U.S. markets. The Company's management will hold an earnings conference call at 7:00 A.M. U.S. Eastern Time on November 20, 2024 or 8:00 P.M. Beijing Ti ...

Full Truck Alliance Co. Ltd. Sponsored ADR (YMM) shares rallied 10.2% in the last trading session to close at $8.42. This move can be attributable to notable volume with a higher number of shares being traded than in a typical session. This compares to the stock's 1.9% gain over the past four weeks.The stock is rallying after the People’s Bank of China (PBOC) announced that it plans to lower banks’ reserve requirements by 50 basis points (bps) and may implement further cuts in the future. Also, the PBOC red ...

Shares of Full Truck Alliance Co. Ltd. Sponsored ADR (YMM) have gained 2.4% over the past four weeks to close the last trading session at $7.25, but there could still be a solid upside left in the stock if short-term price targets of Wall Street analysts are any indication. Going by the price targets, the mean estimate of $10.12 indicates a potential upside of 39.6%. The average comprises six short-term price targets ranging from a low of $7 to a high of $12, with a standard deviation of $1.84. While the lo ...