RT rocky (@chamathsintern)if you sell pump below $50 you are antisemetic ...

Core Viewpoint - Q-tech preannounced a significant net profit growth of 150-180% YoY for 1H25, with a mid-point of RMB305 million, surpassing Bloomberg consensus by 20% and tracking 54% of the FY25E net profit estimate [1][2]. Financial Performance - For 1H25, Q-tech's estimated revenue and net profit growth were 7% and 162% YoY, respectively, driven by a 2% YoY increase in CCM (with non-mobile CCM up 97%) and a 100% YoY increase in FPM (with ultrasonic FPM up 20x) [2]. - The gross profit margin (GPM) improved to 7.1% in 1H25, compared to 5.2% in 1H24 and 6.9% in 2H24, attributed to HCM spec upgrades and higher-margin non-mobile CCM and ultrasonic FPM shipments [2]. Outlook - The outlook for 2H25 is positive, with expectations of continued strong momentum driven by high-end smartphone camera upgrades (OIS/periscope), IoT/auto CCM growth, and GPM recovery [2]. - Revenue and net profit are estimated to grow by 25% and 162% YoY in 2H25E, respectively, supported by a 23% mix of high-end HCM in 2H and an 85% revenue increase in IoT/auto [2]. Earnings Estimates - The company raised FY25-27E EPS estimates by 21-30%, reflecting strong 1H25 performance and improved GPM outlook for FY26/27E, with EPS now 14-19% above consensus [1][3]. - The new target price (TP) is set at HK$13.21, based on a higher 19.5x FY25E P/E, aligning with the 10-year historical average forward P/E, following sector re-rating and a stronger outlook for FY26-27E [1][3]. Investment Thesis - Q-tech is positioned to capture high-end smartphone camera upgrade demand and momentum in IoT/auto CCM modules, leading to a reiteration of the BUY rating [3].

Credit rating downgrades are becoming more frequent, the latest sign that companies are starting to perform worse and raising fresh questions about whether corporate debt valuations should be as high as they are https://t.co/Viq75DILsv ...

Bitcoin's volatility is down, which means its famous price surges could become a lot less dramatic as the asset matures, experts told Decrypt. https://t.co/usf8bqFeiQ ...

Core Insights - The focus is on identifying undervalued companies with significant growth potential, particularly in technology, AI, fintech, and cloud infrastructure [1] - Emphasis is placed on rigorous fundamental analysis combined with forward-looking strategies to assess business quality and leadership execution [1] - The investment strategy targets platform businesses with network effects and monetization models that are not fully recognized by the market [1] Investment Strategy - The approach includes monitoring cash flow resilience, balance sheet flexibility, and establishing valuation floors to protect capital [1] - The goal is to invest in opportunities where narrative changes can lead to multi-year upside with limited downside risk [1] - The research aims to provide practical insights that empower investors to understand the core drivers of durable value creation beyond surface-level headlines [1]

After US President Donald Trump suddenly threatened a 50% tariff on copper, the reaction from markets was predictably strong, leaving metal distributors scrambling to get deliveries across the border.@JoeDeaux joins @svaneksmith and @chafkin on the Everybody's Business podcast to discuss the stark challenges of bringing manufacturing back to the US https://t.co/qSwm0RcP17 ...

Soccer me star Cristiano Ronaldo sign a jaw-dropping 2-year $675 million contract extension with Alnasar to stay in the Saudi pro league. Ronaldo will see his player salary increased by 9% to $245 million per year. According to the Sun, Ronaldo's extension also contains a ridiculous amount of bonuses, including a 15% ownership stake in Alnasar worth $45 million, a $33 million signing bonus that goes up to $52 million if he accepts the secondyear player option in the deal, $82 million in promised sponsorship ...

An exchange-traded fund is a basket of securities that tracks or seeks to outperform an underlying index. ETFs can contain investments such as stocks and bonds. https://t.co/q4oJKnnIBr ...

It's either the 20 million or an official apology from the administration because ultimately my um my goal is not selfenrichment. So if President Trump apologized, would you accept that. If if it's a formal apology uh that of course would reverse uh his um his fascist agenda, then definitely I would accept that.Makmoud Khil there at 30 Rock, the student activist. The Trump administration made a symbol of its crackdown on protesters, is holding the administration accountable for his detention. He filed a cla ...

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