kapirey's Discussions - Simply Wall St

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kapirey

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Financial investor - International financial analyst - Family Office

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BLK·16 days agoBlackRock's Global Platform Will Span Technology and Private Markets

I update risk level to 10%

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BLK·16 days agoBlackRock's Global Platform Will Span Technology and Private Markets

To what extent is BlackRock infected by private lending? Without official data, I don't dare make an assessment, but this uncertainty increases the risk.

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IREN·6 months agoIREN's Bold Moves in Sustainable Bitcoin Mining & AI Data Centers

I completely agree with your analysis. I increased my position just yesterday.

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IREN·7 months agoIREN's Bold Moves in Sustainable Bitcoin Mining & AI Data Centers

Very good assessment. In my case, I stopped at the evaluation as a Bitcoin miner, and I missed this last big surge.

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USA·11 months agoA case for TSXV:USA to reach USD $5.00 - $9.00 (CAD $7.30–$12.29) by 2029.

If you read Juan Ignacio Crespo newslatter: The price of oil during the Iran crisis This week it was supposed that there would be no Newsletter. And in a way, there won't be one in the usual format.

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NOVO B·about 1 year agoNovo Nordisk gears up for explosive growth in weight-loss and diabetes treatments

good job, couldn't have done better.

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EDU·over 1 year agoTutoring And AI Rollout Will Broaden Market Access

Key Financial Results (in thousands US$, except per ADS(1) data) 2Q FY2025 2Q FY2024 % of change Net revenues 1,038,636 869,600 19.4 % Operating income 19,255 21,342 -9.8 % Non-GAAP operating income (2)(3) 27,580 50,902 -45.8 % Net income attributable to New Oriental 31,931 30,066 6.2 % Non-GAAP net income attributable to New Oriental (2)(3) 35,541 50,158 -29.1 % Net income per ADS attributable to New Oriental - basic 0.20 0.18 7.9 % Net income per ADS attributable to New Oriental - diluted 0.19...

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ATAT·over 1 year ago2,000 Premier Hotels And Sleep Economy Will Drive Future Success

Third Quarter of 2024 Operational Highlights As of September 30, 2024, there were 1,533 hotels with a total of 175,199 hotel rooms in operation across Atour’s hotel network, representing rapid increases of 37.9% and 36.1% year-over-year in terms of the number of hotels and hotel rooms, respectively. As of September 30, 2024, there were 732 manachised hotels under development in our pipeline.

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EDU·over 1 year agoTutoring And AI Rollout Will Broaden Market Access

Outlook for the Second Quarter of the Fiscal Year 2025 New Oriental expects total net revenues, excluding revenues generated from East Buy private label products and livestreaming business, in the second quarter of the fiscal year 2025 (September 1, 2024 to November 30, 2024) to be in the range of US$851.4 million to US$871.8 million, representing year over year increase in the range of 25% to 28%. This forecast reflects New Oriental's current and preliminary view, which is subject to change.

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