Shopify收入来源为订阅解决方案与商户解决方案，2024年前三季，其订阅解决方案收入由上年同期的13.12亿美元增至16.84亿美元，按年增长28.35%，公司第三季度营收增长和第四季度业绩展望超出预期，得益于其商家新增数量增多、消费者趋于稳定以及在商品总值中所占份额有所提高。Editor's note: "US Stock Gold Mining" Keep up with daily market trends, insight, and consolidate hot and outstanding stocks, providing multi-dimensional investment opportunities for Mooer and helping them grasp investment opportunities with one chart! Focus on: 1. Performance and stock prices take off! Global fast fashion giant $Gap Inc (GPS.US)$ soared nearly 29% after its performance, reaching a new high for the year. Gap announced its first fiscal 2023 first-quarter results, with net sales of $3.4 billion, exceeding analysts' expectations of $3.28 billion, and earnings per share of $0.41, with overall comparable sales growth of 3%, better than expected 0.91%. In addition, the gross profit margin for the quarter reached 41.2%, higher than analysts' forecast of 38.5%. Its subsidiary brand Old Navy's same-store sales grew by 3%, exceeding market expectations of 2.5%. Based on this, Gap raised its sales and operating profit outlook for the year. Baird has recently raised its target share price for Gap from $23 to $28, and Goldman Sachs has raised its target share price for Gap from $20 to $27. 2. US electric power stocks collectively agitated! The largest wind and solar power generator developer in the United States $NextEra Energy (NEE.US)$, the fourth largest power plant in the United States $Southern Company (SO.US)$, the power and natural gas company $CenterPoint Energy (CNP.US)$, and the electrical production and transmission company $Edison International (EIX.US)$ have all reached new highs for the year. On the news front, as AI technology often requires a lot of energy to develop and operate, utility stocks are becoming a new opportunity for investors. 3. Low-key AI beneficiaries! Data storage giantThis week's bullish stocks in Hong Kong and the US stock markets.This section closely follows market trends every week, reviews the weekly performance of the Hong Kong and US stock markets, and helps mooers sort out the hot sectors, strong individual stocks, and major news of the week, looking for investment themes with profit potential.
This week, the three major US stock indices experienced a slight decline. As of Thursday's close, the dow jones industrial average had fallen by 0.54%, closing at 43,750.86 points; during the same period, the s&p 500 index decreased by 0.77%, closing at 5,949.17 points; the nasdaq index also dropped by 0.93%, closing at 19,107.65 points.
Which e-commerce giant performs better? $Shopify (SHOP.US)$ This week it surged over 25%, the 'little Tencent' of Southeast Asia. $Sea (SE.US)$ In the year, it surged 155%, with stock prices reaching a nearly two-year high.
Shopify's revenue comes from subscription solutions and merchant solutions. In the first three quarters of 2024, its subscription solutions revenue increased from 1.312 billion dollars in the same period last year to 1.684 billion dollars, a year-on-year growth of 28.35%. The company's revenue growth in the third quarter and fourth quarter performance outlook exceeded expectations, attributed to an increase in new merchants, stable consumer trends, and an increase in its share of total commodity value.
In terms of performance in the first three quarters of 2024, the e-commerce business is Sea's largest source of revenue and profit, accounting for 79.12% of total revenue. The e-commerce segment's gross profit accounts for 79.68% of total gross profit. The company's revenue for the third quarter was 4.328 billion dollars, a year-on-year growth of 30.76%, with an operating profit of 0.202 billion dollars, turning losses into profits. The net income was 0.153 billion dollars, which was significantly better than the net loss of 0.144 billion dollars in the same period last year.
Sea's total commodity transaction amount in the first three quarters was 72 billion dollars, significantly lower than Shopify's total commodity transaction amount of approximately 197.8 billion dollars in the same period. However, in terms of revenue scale, even excluding gaming business, Sea's revenue in the first three quarters still reached 10.478 billion dollars, higher than Shopify's revenue scale of 6.068 billion dollars, which may reflect Sea's relatively high conversion rate of commodity transaction revenue.
Bitcoin's market cap is chasing Microsoft! "Coin hoarding master". $MicroStrategy (MSTR.US)$ The annual growth rate has exceeded four times, with stock prices continuously setting historical new highs, a mobile payments giant. $Block (SQ.US)$ This week surged nearly 12%.
The cryptocurrency market is showing strong momentum, with the total market cap reaching a high of 3.2 trillion dollars during the Asia session, and bitcoin briefly rising above 93,000 dollars; hkex will launch a virtual asset index series today, which will provide transparent and reliable real-time price benchmarks for the pricing of bitcoin and ether in the Asia time zone, and offer a unified reference price for virtual assets, addressing price discrepancies among global exchanges.
Bitcoin hoarder microstrategy disclosed this week that the company has once again purchased approximately 27,200 bitcoins, with an average transaction price of 74,463 dollars per bitcoin; mobile payments giant Block is also focusing on developing tools for bitcoin miners and improving its self-custody wallet, thereby reducing its investment in the TIDAL music streaming platform.
The rally of blue chip stocks continues! $NetEase (NTES.US)$ Surging over 10% after earnings. $Disney (DIS.US)$ Share prices reached a six-month high.
Netease's net income for the third quarter was 26.2 billion yuan (RMB, same below), of which net income from games and related value-added services was 20.9 billion yuan, Youdao's net income was 1.6 billion yuan, an increase of 2.2% year-on-year, net income from NetEase Cloud Music was 2 billion yuan, an increase of 1.3% year-on-year, net income from innovation and other businesses was 1.8 billion yuan, gross profit was 16.5 billion yuan, and net income attributable to shareholders of the company was 6.5 billion yuan.
Disney's fourth quarter performance exceeded Wall Street expectations, mainly due to the box office success of Marvel's summer blockbuster "Deadpool and Wolverine", and held an optimistic outlook for the next fiscal year, with revenue for the season at 22.6 billion dollars, a year-on-year increase of 6%, net income was 0.46 billion dollars, significantly higher than the same period last year, with adjusted eps of 1.14 dollars, exceeding Wall Street's forecast of 1.10 dollars, and free cash flow of 4 billion dollars.
On the other hand, the following stocks performed weakly this week:
编辑/Wade
