Strategy Earnings Preview: Bitcoin Assets Set to Feature More Prominently in Strategy's Financials $MicroStrategy(MSTR)$ will announce its 2025 Q1 financial results after the U.S. financial markets close on Thursday, May 1, 2025, and will host a live Video Webinar at 5:00 p.m. ET to discuss the results. As the world’s largest Bitcoin financial company, its earnings release is highly anticipated by investors. Institutional estimates suggest that Strategy is poised to report Q1 revenue of $117 million, a YoY increase of 1.23%. The company is projected to post a loss per share of $0.110, with the deficit narrowing by 64.42% YoY. Analysts have set an average target price of $510.38, while the current stock pr
Is UPS a worthy investment - Preview of the week starting 28Apr25
Public Holidays Singapore and Hong Kong are closed on 1st May to celebrate Labour Day. China is closed on 1st & 2nd May as they celebrate Labour Day. America does not have any public holidays in the coming week. Economic Calendar (28Apr25) Notable Highlights Core PCE Price Index (Mar) forecast shows inflation cooling, with YoY at 2.9% (down from 3.4%) and MoM at 0.19% (down from 0.44%), suggesting easing inflationary pressures. This should be the most watched economic data that has implications for the interest rate. CB Consumer Confidence (Apr) forecast at 88.5 (below the last reading of 92.9) indicates weaker consumer sentiment, which could signal reduced spending and economic slowdown. GDP (QoQ, Q1) forecast at 0.4% (well below the previous 2.4%) signals a significant slowdown in U.
Core PCE, Jobs data and Consumer confidence - Economic Calendar for week 28Apr25
Public Holidays Singapore and Hong Kong are closed on 1st May to celebrate Labour Day. China is closed on 1st & 2nd May as they celebrate Labour Day. America does not have any public holidays in the coming week. Economic Calendar (28Apr25) Notable Highlights Core PCE Price Index (Mar) forecast shows inflation cooling, with YoY at 2.9% (down from 3.4%) and MoM at 0.19% (down from 0.44%), suggesting easing inflationary pressures. This should be the most watched economic data that has implications for the interest rate. CB Consumer Confidence (Apr) forecast at 88.5 (below the last reading of 92.9) indicates weaker consumer sentiment, which could signal reduced spending and economic slowdown. GDP (QoQ, Q1) forecast at 0.4% (well below the previous 2.4%) signals a significant
Should we invest in UPS - Earnings Calendar 28Apr25
Earnings Calendar (28Apr25) Some interesting earnings include Apple, Amazon, Airbnb, Microsoft, ExxonMobil, Chevron, DuPont, PayPal, Coca-Cola, Visa, Meta, UPS, and Baxter. Let us look at UPS The UPS stock price has been falling for over 1 year. Technical Analysis recommends a “Neutral” rating. The analysts’ sentiment recommends a “Buy” rating. The target price of $123.69 implies an upside of over 26%. Revenue Growth Trend: UPS's revenue has grown from $58.363 billion in 2015 to $91.070 billion in 2024. The 10-year compound annual growth rate (CAGR) for revenue is 4.6%, indicating steady growth. Key Milestones: Revenue growth was strong in 2020 (14.2%) and 2021 (15.0%), driven by e-commerce demand during the pandemic. However, there was a decline of -9.3% in 2023, followed by a modest 0.1%
Can the bulls run on this week for S&P500? S&P500 technical analysis (28Apr25)
Market Outlook of S&P500 - 28Apr25 Observations: The MACD indicator has completed the bottom cross-over that suggests an uptrend. Moving Averages (MA). The MA50 line has started a downtrend, while the MA200 line is on an uptrend. The MA200 line may tilt into a downtrend soon. This implies a downtrend in the mid-term and a bullish trend in the long term. A death cross has surfaced when the MA50 line cuts the MA200 line from above. A death cross can be seen as a bearish indicator. Candle. The last candle is below the MA50 and MA200 lines, implying a bearish outlook for the medium and long term. The three Exponential Moving Averages (EMA) lines are showing a downtrend. However, the lines are starting to converge, and a reversal should be confirmed soon. Chaikin’s Monetary Flow (
Inflation, Hedge funds & China pivot - News and my thoughts from last week (28Apr25)
News and my thoughts from last week (28Apr25) Image This is stunning: 44% of Americans now believe they will be WORSE OFF financially in a year (mainly due to tariffs). We've never seen anything like this before. Not even during the Great Recession or the stagflation era (31% thought they would be worse off in a year in April 1980). (Source: Data from the University of Michigan Survey of Consumers) - X user Heather Long Elon Musk: "The biggest mistake I made is to put too much of a weighting on somebody's talent and not much on their personality; it actually matters whether somebody has a good heart." Interesting study on whether vaccines cause autism. Looking forward to is findings. Image The cumulative inflation from 2020 is 23.6%. Has income growth caught up? Image Import volumes will s
My Investing Muse (28Apr25) Layoffs, Delinquency & Closure news High-end apparel chain Ted Baker Canada, which operated 31 Ted Baker stores in the U.S. and 25 in Canada, along with eight Brooks Brothers Canada shops, and seven Lucky Brand Canada stores, a year later in April 2024 filed to restructure under Canada's Companies' Creditors Arrangement Act and for Chapter 15 bankruptcy to liquidate and close all of the North American stores. Luxury fashion retailer McMullen on Aug. 21, 2024, filed for Chapter 11 protection in the Northern District of California, reportedly facing a lawsuit filed by online competitor Moda Operandi over alleged copyright infringement. - The Street And sometimes, unfortunately, times just get too tough for some businesses to survive. Such is the case in Oxford
Grab's Q1 Earnings: Is Grab Stock a Buy Right Now? $Grab Holdings(GRAB)$ is set to release its Q1 2025 earnings after the US market closes on April 29th, followed by a conference call on April 30th at 8 AM Singapore time. Market watchers will be scrutinizing their progress on profitability and the overall quality of growth. Key Takeaways Analysts are generally forecasting a revenue of around US$767 million for Q1 2025, representing a year-on-year (YoY) increase of about 17.4%. This reflects a continuing expansion of Grab's business. Earnings per share (EPS) are projected at US$0.006, a turnaround from losses, indicating improved profitability. Previously, Grab's Q4 2024 revenue reached US$764 million, a 1
Positive Tech Earnings Kick-Off Temporarily Sweeps Away Tariff Gloom Upcoming Earnings Preview Several tech giants will release their first-quarter earnings reports next week. Microsoft: Analysts expect $Microsoft(MSFT)$ to report revenue of $68.44 billion, reflecting a 10.63% increase from the previous year, and earnings per share of $3.22, representing a 9.39% growth. Meta: According to Wall Street consensus, $Meta Platforms, Inc.(META)$ is expected to report Q1 revenue of $41.36 billion, up 13.46% YoY but down from the 20.6% growth in the previous quarter. EPS is projected at $5.219. Tesla and Alphabet released their
Strategy (MSTR) Earnings Could Be Helped By Bitcoin If We See Crypto Rally
$Strategy(MSTR)$ is scheduled to release its financial results for fiscal Q1 2025 on 01 May 2025 after market closes. We need to understand that while MicroStrategy operates a business intelligence software company, its stock performance and investor focus are overwhelmingly driven by its strategy of acquiring and holding large amounts of Bitcoin. Revenue: Analysts expect revenue of around $117.5 million. This represents a slight decrease (around -3.5%) compared to the $121.7 million reported in Q1 2024. Earnings Per Share (EPS): Estimates for EPS vary significantly, highlighting the difficulty in forecasting due to Bitcoin's volatility and accounting treatment. Some sources (Yahoo Finance, Investopedia, Yahoo/Reuters) point to a consensus loss es
$WTI Crude Oil - main 2506(CLmain)$ AI Sentiment Summary Over the past 10 sessions, the price has shown a generally upward trend, rising from 61.50 to 63.17, despite minor fluctuations. The sentiment trend remained positive for the first seven sessions, peaking on 17-Apr-2025 at 64.68, before turning negative in the last three sessions, even as prices rebounded slightly. This suggests recent price gains lack strong bullish conviction, with sentiment weakening as the price struggles to sustain higher levels. Looking ahead, the sentiment trend is likely to remain subdued unless the price surpasses 66.50, which could revive bullish momentum. However, with the current price at 63.17 and sentiment weakening below 63.47, further consolidation
$Keppel DC Reit(AJBU.SI)$ Basic Profile & Key Statistics Key Indicators Performance Highlight KDC delivered a strong YoY performance for 1Q 2025, with improvements across gross revenue, NPI, finance income, distributable income, and DPU. Key drivers include: Contributions from the acquisition of Keppel DC Singapore 7 & 8 and Tokyo Data Centre 1 in 2024 Positive rental reversions and escalations Higher finance income from the Australia Data Centre Note These gains were partially offset by the divestment of Intellicentre Campus and a one-off dispute settlement in 2024. Finance costs also declined, supported by lower interest rates and savings from loan repayments. Rental Reversion & Divestment KDC recorded a 7% rental reversion in 1Q
Berkshire 2025: Value Investing’s Final Act or Encore?
Guidance from the past, charting the future of investing As I write this, the investment world is turning its collective gaze toward Omaha, Nebraska. The approaching 2025 Berkshire Hathaway Annual Shareholders Meeting on 3 May isn't just another corporate gathering—it's potentially the final curtain call for the most celebrated investor of our time. At 94, Warren Buffett will attend what marks the 60th anniversary of his Berkshire acquisition. While his successor Greg Abel will feature prominently, Buffett's presence carries profound significance. The question hanging in the air isn't just about succession but whether Buffett's value investing philosophy remains the golden rule in today's market landscape. Berkshire quietly compounds wealth, outpacing the market with resilience Berkshire's
It's Time To Buy Tech Stocks: 4 Ways To Find Winners While The Market Is Down Dow Jone $NVIDIA Corp(NVDA)$ #msft #google #apple Investors can take advantage of a chance to buy quality stocks at cheaper levels, and use tools that help them buy shares at the right price The stock market trends upward over time - that's a tale as old as the market itself. If you zoom out enough on any major index, you'll see that. So despite how volatile or steep the market's recent plunges seem, they're not that bad in the grand scheme of things, as long as you have time to wait them out. In fact, these moments create great buying opportunities, especially for high-quality tech stocks that were previously too rich. So far
Weekly: Jobs report, Big Tech earnings in focus amid stock market recovery
Last Week's RecapThe US Market - Stocks sharply reboundedThe U.S. stock market rebounded powerfully, lifted by robust earnings from major technology giants and renewed hopes that trade tensions could ease. Some investors are growing confident that the worst of the tariff-related uncertainty may be behind them.The tech-heavy Nasdaq surged 6.7%, pushing the index back into positive territory for April. While the board market benchmark rallied 4.6% for the week.The ISM Manufacturing PMI slipped into contraction territory, falling from 50.3 to 49.0 in March, while the ISM Services PMI eased to 50.8 from February’s 53.5, signaling a cooling in service sector growth. Port and trucking activity data also pointed to a significant slowdown tied to tariff pressures.A weakness in the U.S. dollar earl