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Watchara_Monthon

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NOKP.F·8 months agoNok Airlines will fly high with its future PE poised to grow at 27x

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NVDA·10 months agoUnshakable AI Leadership Meets Overextended Valuations and Emerging Bubble Dynamics

NVIDIA Aug 29, 2025 Second quarter 2026 earnings: EPS and revenues exceed analyst expectations Second quarter 2026 results: EPS: US$1.08 (up from US$0.68 in 2Q 2025). Revenue: US$46.7b (up 56% from 2Q 2025). Net income: US$26.4b (up 59% from 2Q 2025). Profit margin: 56% (up from 55% in 2Q 2025). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 1.4%. Earnings per share (EPS) also surpassed analyst estimates by 14%. Revenue is forecast to grow 20% p.a. on average during the next 3 years, compared to a 17% growth forecast for the Semiconductor industry in the US. Over the last 3 years on average, earnings per share has increased by 84% per year but the company’s share price has increased by 135% per year, which means it is tracking significantly ahead of earnings growth.

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BTS-F·10 months agoBTS/ BTS Group Holdings

Catalysts Are there any products or services that could move sales or earnings meaningfully? Are there any industry tailwinds this stock is benefitting or hindered from? Assumptions Where do you think revenue will be in 5 years time? and why? Where do you think earnings will be in 5 years time? and why? Valuation Where do you think the business will be in 3, 5 or 10 years time? What do you think revenue and profit margins will be? What do you think the valuation multiple will be in the future? Risks Are there any risks that your catalysts won't play out as expected? Are there any regulatory or competitor risks that could change the outcomes above?

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HENG·10 months agoWhat's Important to Updates?

What's Important to Updates? Valuation Where do you think the business will be in 3, 5 or 10 years time? What do you think revenue and profit margins will be? What do you think the valuation multiple will be in the future? Risks Are there any risks that your catalysts won't play out as expected? Are there any regulatory or competitor risks that could change the outcomes above? How well do narratives help inform your perspective?

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