ContraTurtle
The only China Stock I'm investing in
Note: This is usually a paid premium tier article from Stock Research Vault but I am releasing this issue for free. At the end of this article, I outline my valuation buy levels and next moves with this stock. Btw, I am neither American nor Mainland Chinese so you can
Earnings: Amazon Q3 - 1 Yellow flag spotted
Actual vs Estimates:
Actual
Analyst Estimates (Median)
Conclusion
Revenues
(Billions)
180.17
177.91
Beat by 1.27%
EPS
1.95
1.568
Beat by 24.34%
The headline EPS beat includes,
pre-tax gains of $9.5 billion included in non-operating income (expense) from our investments in Anthropic, PBC.
as
Earnings: Meta Q3
Actual vs Estimates:
* EPS missed due to 1 time USD15.93bn tax charge from 1 Big Beautiful Bill Act.
* Without 1 time tax, diluted EPS would have increased by $6.20 to $7.25 (Beating estimates).
Ad impressions Delivered & Average Price per ad:
Source: fiscal.ai
* Worldwide Ad impressions