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DAOL Smart Foreign Idea PDF Free Download

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DAOL Smart Foreign Idea PDF Free Download

DAOL Smart Foreign Idea PDF free Download. Think more deeply and widely.

1.70%
2.26%
3.06%
8.77%
9.13%
10.04%
0% 2% 4% 6% 8% 10% 12%
Household Products
Energy
Food & Staples
SemiConductor
Banks
Consumer Durables & Apparel
Indutry Performace (WoW)
•
•
•
•
•
•
•
•
•
-1.49%
-2.50%
2.37%
1.31%
0.59%
-3% -2% -1% 0% 1% 2% 3%
FTSE ST REIT SGD
HANG SENG CHINA ENT INDX
NASDAQ COMPOSITE
S&P 500 INDEX
MSCI WORLD
Index Performace (WoW)
•
•
•
•
•
•
•
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•
•
•
•
•
•
•
•
•
•
•
•
•
•
•
•
•
•
•
•
•
•
•
•
•
•
•
•
•
•
•
•
•
•
•
•
252
310
387
454
509
569
537
591
518
579
655
681
713
-
100
200
300
400
500
600
700
800
900
1,000
3Q20
4Q20
1Q21
2Q21
3Q21
4Q21
1Q22
2Q22
3Q22
4Q22
1Q23
2Q23
3Q23
Revenue ($Mn)
Actual Estimated
-49
-59
168
-143
115
-143
-162
-176
-298
-290
-270
-283
-277
(400.00)
(300.00)
(200.00)
(100.00)
-
100.00
200.00
(400)
(300)
(200)
(100)
-
100
200
3Q20
4Q20
1Q21
2Q21
3Q21
4Q21
1Q22
2Q22
3Q22
4Q22
1Q23
2Q23
3Q23
Non GAAP Net Income ($Mn)
Actual Estimated
Acutal Estimate Status
YoY Growth
QoQ Growth
Sales 713.23 822.21 Miss 37.77% 4.77%
Gross Profit 549.64 525.39 Beat 40.48% 5.96%
Operating Profit (300.04) (319.00) Beat - -
GAAP Net Income - Basic (277.16) (313.89) Beat - -
Non GAAP Net Income - Basic (277.16) (306.05) Beat - -
•
•
•
•
•
•
•
Key metrics 3Q23 % QoQ % YoY
Boookings (mn) $ 839.50 8% 20%
DAUs (mn) 70.20 7% 19%
Hours engaged (mn)
16040 15% 20%
$ 2.56 8% 0%
$ 11.96 0% 0.2%
•
•
201
220
235
274
286
316
320
297
323
451
500
533
544
-
100
200
300
400
500
600
3Q20
4Q20
1Q21
2Q21
3Q21
4Q21
1Q22
2Q22
3Q22
4Q22
1Q23
2Q23
3Q23
Revenue ($Mn)
Actual Estimated
-13
-27
-27
-4
-15
-15
-25
-53
-40
-288
22
-35
-125
(300)
(200)
(100)
-
3Q20
4Q20
1Q21
2Q21
3Q21
4Q21
1Q22
2Q22
3Q22
4Q22
1Q23
2Q23
3Q23
Non GAAP Net Income ($Mn)
Actual Estimated
Actual Estimated Status YoY Growth QoQ Growth
Sales 544.21 549.81 Miss 68.55% 2.01%
Gross Profit 392.86 390.25 Beat 86.21% 4.86%
Operating Profit (127.40) 82.42 Miss - -
GAAP Net Income - Basic (124.07) (189.18) Beat - -
Non GAAP Net Income - Basic (125.31) 78.94 Miss - -
•
•
•
•
2,511
4,147
3,575
5,039
7,775
10,620
9,562
8,733
9,342
17,650
18,787
28,653
34,679
-
5,000
10,000
15,000
20,000
25,000
30,000
35,000
40,000
3Q20
4Q20
1Q21
2Q21
3Q21
4Q21
1Q22
2Q22
3Q22
4Q22
1Q23
2Q23
3Q23
Revenue (RMB Mn)
actual esitmate
16
108
-177
-65
336
686
477
-160
-1,235
968
1,410
2,728
3,467
(1,500)
(500)
500
1,500
2,500
3,500
3Q20
4Q20
1Q21
2Q21
3Q21
4Q21
1Q22
2Q22
3Q22
4Q22
1Q23
2Q23
3Q23
Non GAAP Net Income (RMB Mn)
actual esitmate
•
•
•
•
•
•
•
15,141
16,620
20,823
25,681
28,277
32,575
34,134
34,914
36,060
40,422
0
5,000
10,000
15,000
20,000
25,000
30,000
35,000
40,000
45,000
Li Auto - 2023 Delivers
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Next
Earning Date
Ticker Name
Estimate
EPS
EPS Last
Year
Growth
(YoY)
Estimate
revenue
(Bn)
Revenue
Last Year
Growth
(YoY)
14/11/2023 780 HK TONGCHENG TRAVEL HOLDINGS LT 0.15 -0.06 -341.67% 2.75 1.32 108.24%
14/11/2023 HD US HOME DEPOT INC 4.46 5.06 -11.91% 42.13 43.79 -3.79%
14/11/2023 TME US TENCENT MUSIC ENTERTAINM-ADR 0.77 0.53 45.45% 7.30 6.91 5.79%
14/11/2023 3690 HK MEITUAN-CLASS B 0.39 -0.18 -317.36% 67.20 50.94 31.92%
15/11/2023 700 HK TENCENT HOLDINGS LTD 3.42 1.95 75.50% 152.00 134.03 13.40%
15/11/2023 SE US SEA LTD-ADR 0.42 -1.67 -125.24% 3.20 2.94 8.72%
15/11/2023 XPEV US XPENG INC - ADR - - -4.93 7.44 -33.67%
16/11/2023 AMAT US APPLIED MATERIALS INC 1.70 1.86 -8.70% 6.16 6.52 -5.56%
16/11/2023 TGT US TARGET CORP 1.44 0.40 260.44% 24.89 26.04 -4.40%
16/11/2023 WMT US WALMART INC 1.70 1.88 -9.70% 159.64 152.86 4.43%
17/11/2023 9618 HK JD.COM INC-CLASS A - - -279.13 267.60 4.31%
17/11/2023 BABA US ALIBABA GROUP HOLDING-SP ADR 10.56 8.54 23.60% 224.23 205.56 9.08%
17/11/2023 JD US JD.COM INC-ADR 3.16 2.80 12.82% 279.13 267.60 4.31%
17/11/2023 NTES US NETEASE INC-ADR 8.24 8.08 1.96% 24.78 23.16 6.98%
DAOL Smart Invest : 3Q23 Earnings Annoucement Calendar
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57%
10%
11%
11%
11%
59% 57% 58% 58%58%
9% 11%11%10% 10%
13% 13%12% 12%11%
14%12% 11% 10% 11%
5% 7% 7% 9% 11%
0%
20%
40%
60%
80%
100%
2019A 2020A 2021A 2022A 2H23
Google Search and Other YouTube Ads Google Network Websites
Google Other Google Cloud
32%
69%
43%
33%
22%
12%
3% -4% 0% 3%
-10%
0%
10%
20%
30%
40%
50%
60%
70%
80%
-
10,000
20,000
30,000
40,000
50,000
60,000
70,000
1Q20 2Q20 3Q20 4Q20 1Q21 2Q21 3Q21 4Q21 1Q22 2Q22 3Q22 4Q22 1Q23 2Q23
Google Advertisng Revenue Growth (YoY)
-12% -9% -6% -3%
3% 5%
35%
29%24% 25%30%26%
-20.00%
-10.00%
0.00%
10.00%
20.00%
30.00%
40.00%
1Q22 2Q22 3Q22 4Q22 1Q23 2Q23
Google Cloud Operating Margin AWS Operating Margin
3%
6%
8%
11%
0%
2%
4%
6%
8%
10%
12%
-
200,000
400,000
600,000
800,000
1,000,000
1,200,000
2020 2021 2022 2023E 2024E
Time Spent (Hours) - Total Time Spent (Hours) - Shorts
Time Spent (Hours) - Long -Form Video Time Spent (Hours) - Growth
48%
24%
6%
5%
9% 8%
•
•
•
•
•
•
•
•
6.4%
4.0%3.0%3.5%2.8%3.9%3.8%3.9%
5.4%4.7%
1.3%
-0.3%
-2.3%
-0.8%
-0.5%
-0.3%
1.2%
3.9%
-4%
-2%
0%
2%
4%
6%
8%
1Q19
2Q19
3Q19
4Q19
1Q20
2Q20
3Q20
4Q20
1Q21
2Q21
3Q21
4Q21
1Q22
2Q22
3Q22
4Q22
1Q23
2Q23
•
•
•
•
•
•
•
•
9,945
9,828
9,651
8,538
6,767
3,195
8,029
5,906
10,290
13,421
11,892
11,274
17,165
16,981
15,597
13,527
20,400
19,100
-
5,000
10,000
15,000
20,000
25,000
1Q19
2Q19
3Q19
4Q19
1Q20
2Q20
3Q20
4Q20
1Q21
2Q21
3Q21
4Q21
1Q22
2Q22
3Q22
4Q22
1Q23
2Q23
14%
16%
18%
21%22%23%
0%
5%
10%
15%
20%
25%
2019 2020 2021 2022 2023 (Q1) 2023 (Q2)
•
•
•
•
44.31
42.15
46.11
47.82
49.33
45.71
40.68
49.65
51.56
49.26
55.58
58.97
62.15
57.20
59.65
61.87
63.30
62.92
20
25
30
35
40
45
50
55
60
65
70
1Q192Q193Q194Q19 1Q202Q203Q204Q201Q21 2Q213Q214Q211Q22 2Q223Q224Q221Q23 2Q23
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•
•
•
-
50,000
100,000
150,000
200,000
250,000
Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec
2021 2022 2023
74%
22%
4%
Auto Handset Battery
185,737
38,723
45,421
15,553
30,941 9,587
23,299 7,583
7,000 5,542
0
50,000
100,000
150,000
200,000
2022 1Q2023
Total International Norway Netherlands Denmark Thailand