Paypal

Posted on | by Leon Hinde

PayPal Q4 earnings of $1.11 per share and revenue $6.92 billion.

The stock fell on lower Q1 guidance of $0.87, while analysts had been projecting $1.16. FY22 revenue growth should be approximately 15%.

Look for buying interest to rebuild above the $100 support level.

Snap – Algo Buy

Posted on | by Leon Hinde

{SNAP.NYS} is under Algo Engine buy conditions. The correction in high PE technology and the negative impact to earnings from the change in Apple’s advertising privacy regulations have seen Snap correct from $80 down to $38. Even after the 50% correction, Snap remains on 80x PE.

Despite the still high PE ratio, Snap offers tremendous growth and we’re accumulating the stock within our defined range.

5/2 update:

Snap shares rocket as much as 62% on first-ever quarterly net profit.

Here are the key numbers:

  • Earnings per share: 22 cents, adjusted vs 10 cents expected, according to a Refinitiv survey of analysts
  • Revenue: $1.3 billion vs $1.2 billion, according to Refinitv
  • Global Daily Active Daily Users (DAUs): 319 million vs 316.9 million, according to StreetAccount
  • Average Revenue per User (ARPU): $4.06 vs $3.79, according to StreetAccount

CIMIC – Earnings

Posted on | by Leon Hinde

CIM:ASX is likely to see improved earnings in FY22 and we expect to soon see a recovery in the share price.

CIMIC is a high-risk counter-trend investment with the prospect of a multi-year recovery, once earnings hit an inflection point.

Upcoming key dates
Full year financial results10 February 2022

CIMIC – Buy

Posted on | by Leon Hinde

CIM:ASX is likely to see improved earnings in FY22 and we expect to soon see a recovery in the share price.

CIMIC is a high-risk counter-trend investment with the prospect of a multi-year recovery, once earnings hit an inflection point.