Buongiorno Forum,
oggi ci sono delle news interessanti...
Bad News per le cripto,
la UE vieta le transazioni con la russia.
Tegola su AMD ( già riportata sopra ), quì ho un alert sui 50$ per una delle pochissime mediate programmate, anche Samsung riporta un calo della domanda dei semiconduttori :
Il listino della Corea del Sul è zavorrato da Samsung Electronics -2%. Il produttore di semiconduttori e di elettronica di consumo ha comunicato di aver chiuso il terzo trimestre con un calo di oltre il 30% dell’utile operativo 10.080 miliardi di won (7,65 miliardi di dollari). Per trovare un trimestre di flessione dell’Ebit bisogna andare alla fine del 2019. La società spiega nella nota che la domanda di semiconduttori ha frenato.
Tesla
consegnerà a Dicembre i primi Tesla Trucks a Pepsi ( solo a me piace un casino ??? )
Levis batte le previsioni ma riporta un forecast prudente ( eufemismo ):
UPDATE 2-Levi Strauss cuts 2022 profit forecast on softening demand, strong dollar
07/10/2022 00:26 RSF
(Adds executive comment; Updates shares)
By Ananya Mariam Rajesh
Oct 6 (Reuters) - Levi Strauss & Co (LEVI.N) cut its full-year profit forecast after missing third-quarter revenue on Thursday, as softening demand and a strengthening U.S. dollar adds to worries alongside higher costs, sending shares down 6% in extended trading.
Consumers are shifting their focus away from higher-priced products and clothes to essentials due to decades-high inflation, affecting Levi's and other apparel makers.
The company is more cautious about its business in Europe as the consumer in the region is impacted by much higher inflation as well as steeper energy costs, Chief Executive Officer Charles Bergh said in an earnings call.
"The consumer in the U.S. is also having quite a difficulty with inflation and the thought of recession," said Jessica Ramírez, analyst at Jane Hali and Associates, adding people are going to be more concerned about where their dollars are spent heading into the holiday season.
The Dockers and Denizen brands' owner, like other U.S.
companies such as Nike Inc and Coca-Cola Co , has flagged global currency headwinds.
The rapidly strengthening dollar and higher product costs also caused Levi's to post adjusted gross margin of 56.9%, down 60 basis points, compared with a year earlier.
The jeans maker, which has been battling supply chain disruptions since the pandemic began, now further strained due to the Russia-Ukraine war, has been raising prices of its denims to battle rising costs.
The company now expects full-year 2022 adjusted profit of $1.44 to $1.49 per share, compared to prior forecast of $1.50 to $1.56.
Levi's expects full-year reported net revenue growth of 6.7% to 7.0%, representing 11.5% to 12% net revenue growth on a constant-currency basis. Earlier, the company forecast a net revenue growth of 11% to 13%.
Excluding items, it earned 40 cents per share in the third quarter, beating estimates of 37 cents, according to Refinitiv data.
Oggi esce il dato usa sulla disoccupazione
La politica della Fed inizia a dare i suoi frutti, le società iniziano a soffrire.
FORSE, e sarebbe anche ora, con le prossime trimestrali riusciremo a prendere parecchia roba in saldo...
Edit:
A chi interessasse,
quì un sunto della vita di Dalio, che ha lasciato da poco Bridgewater.
Quì invece un interessante report di factset sullo stato attuale dell'economia e qualche ragionamento sui prossimi earnings.
