United States | Singapore | Hong Kong | Earnings
PDD Holdings Inc (PDD US)
- Shares closed higher above the 20dEMA. The 5dEMA crossed the 20dEMA.
- RSI is constructive, while MACD is negative.
- Long – Entry 105, Target 115, Stop 100
Nike Inc (NKE US)
- Shares tested the 200dEMA and closed slightly below it.
- RSI is constructive and MACD turned positive.
- Long – Entry 106.7, Target 114.1, Stop 103.0
Yangzijiang Shipbuilding Holdings Ltd. (YZJSGD SP)
- Shares closed higher above the 20dEMA with a surge in volume.
- MACD just turned positive, RSI is turning constructive.
- Long – Entry 1.50, Target 1.70 Stop 1.40
ST Engineering Ltd. (ST SP)
- Shares closed higher above the 50dEMA with a surge in volume. 5dEMA just crossed the 20dEMA and 50dEMA.
- MACD is just turned positive, RSI is constructive.
- Long – Entry 3.90 Target 4.10 Stop 3.80
Sunny Optical Technology Group Co Ltd (2382 HK)
- Shares closed above the 5dEMA with rising volume. The 20dEMA crossed the 50dEMA.
- RSI is constructive and MACD is positive.
- Long – Entry 68, Target 76, Stop 64
Shanghai Fudan Microelectronics Group Co Ltd (1385 HK)
- Shares closed at the 50dEMA with an increase in volume. The 5dEMA crossed the 20dEMA.
- Both RSI and MACD are constructive.
- Long – Entry 15.0, Target 16.6, Stop 14.2
Palantir Technologies Inc (PLTR)
- 3Q23 Revenue: $558M, +16.8% YoY, beat estimates by $2.08M
- 3Q23 Non-GAAP EPS: $0.07, beat estimates by $0.01
- 4Q23 Guidance: Revenue of between $599mn – $603mn vs. the consensus of $599.26M. Adjusted income from operations of $184 – $188mn. FY23 Guidance: Raise revenue guidance to between $2.216bn – $2.220bn vs. the consensus of $2.21B. Raise adjusted income from operations guidance to between $607 – $611mn. Continue to expect GAAP net income in each quarter of this year.
- Comment: Palantir reported third-quarter earnings that exceeded analyst expectations and raised its full-year revenue guidance. This quarter marked the fourth consecutive quarter of profitability for Palantir, making it eligible for potential inclusion in the S&P 500. CEO Alex Karp stated that Palantir only provides its products to Western allies and expressed support for the US government and Israel. Furthermore, its US commercial revenue grew by 33% YoY, with a 52% growth when excluding specific contracts, and its customer count increased by 37% YoY, rising from 132 customers to 181 customers. The company’s investment in AIP (AI Platform) is yielding results, with boot camps enabling customers to experience AI value in just days, leading to impressive outcomes. On the government front, Palantir’s products are proving essential in the current geopolitical landscape. The company is financially strong, generating substantial adjusted free cash flow and cash from operations, ending the quarter with a solid cash position. The company’s alignment with clients and allies, along with strong financial and commercial results, has led to Palantir raising its revenue guidance for FY23. 4Q23 recommended trading range: $17 to $22. Positive Outlook.
帕兰泰尔技术 (PLTR)
- 23财年第三季营收：5.58亿美元, 同比增幅16.8%，超预期208万美元
- 23财年第三季Non-GAAP每股盈利：0.07美元，超预期0.01美元
- 23财年第四季指引：营收在5.99亿至6.03亿美元之间，而市场预期为5.9926亿美元。调整后的营业收入为1.84亿至1.88亿美元。23财年指引:将营收指引上调至22.16亿至22.20亿美元，而市场预期为22.1亿美元。将调整后的运营指引收入提高至6.07亿至6.11亿美元。继续预期今年每个季度的GAAP净收入。
- 短评：公司公布第三季度收益超出分析师预期，并上调了全年营收预期。本季度标志着公司连续第四个季度盈利，使其有资格被纳入标准普尔500指数。首席执行官亚历克斯·卡普表示，公司只向西方盟友提供产品，并表示支持美国政府和以色列。此外，其美国商业收入同比增长33%，剔除特定合同后增长52%，其客户数量同比增长37%，从132个客户增加到181个客户。该公司对人工智能平台的投资正在取得成果，其训练营使客户能够在短短几天内体验人工智能的价值，取得了令人印象深刻的成果。在政府方面，事实证明，公司的产品在当前的地缘政治格局中至关重要。该公司财务状况良好，产生了大量调整后的自由现金流和运营现金，本季度结束时现金状况稳定。该公司与客户和盟友的一致，以及强劲的财务和商业业绩，使得公司提高了其23财年的收入指导。23财年第四季度建议交易区间：17美元至22美元。积极前景。
Apple Inc (AAPL)
- 4Q23 Revenue: $89.49B, -0.7% YoY, in-line with estimates
- 4Q23 GAAP EPS: $1.46, beat estimates by $0.07
- 1Q24 Guidance: Apple didn’t give formal guidance, but finance chief Luca Maestri said the company expected December quarter revenue to “be similar to” last year’s revenue. However, Apple said that the December quarter this year will have one fewer week.
- Comment: Apple’s Q4 earnings surpassed analyst expectations in terms of earnings per share. However, there was a decline in overall sales for the fourth consecutive quarter, driven by drops in every hardware business except the iPhone. Notably, iPad and Mac segments saw significant decreases. Despite these results, Apple’s iPhone sales showed over 2% growth YoY, making it the only hardware line with positive performance in the quarter. Apple’s services division, which includes online subscriptions and its Google search deal, performed well, reporting over 16% growth in revenue. Additionally, Apple’s installed base of active devices reached an all-time high, potentially indicating future growth in its services division. On the other hand, Apple’s wearables business and Mac and iPad sales declined. Greater China sales remained relatively flat. Apple maintained a substantial cash reserve, with $162.1bn on hand, and announced a dividend payment of 24 cents per share along with substantial expenditures on share repurchases and dividends during the quarter. Apple’s future appears uncertain as it enters the holiday season amidst consumers spending more cautiously and increased competition from Huawei. 1Q24 recommended trading range: $170 to $180. Neutral Outlook.
苹果 (AAPL)
- 23财年第四季营收：894.9亿美元, 同比跌幅0.7%，符合预期
- 23财年第四季Non-GAAP每股盈利：1.46美元，超预期0.07美元
- 24财年第一季指引：苹果没有给出正式的指因，但首席财务官卢卡·马埃斯特里表示，公司预计12月季度的收入将与去年“相似”。然而，苹果公司表示，今年12月这个季度的销售时间将减少一周。
- 短评：苹果第四季度每股收益都超过了分析师的预期。然而，由于除iPhone以外的所有硬件业务都出现下滑，苹果整体销售额连续第四个季度下滑。值得注意的是，iPad和Mac的销量明显下降。尽管如此，苹果的iPhone销量同比增长超过2%，使其成为本季度唯一表现良好的硬件产品。苹果的服务部门，包括在线订阅和谷歌搜索协议，表现良好，收入增长超过16%。此外，苹果活跃设备的安装基数达到了历史新高，这可能预示着其服务部门的未来增长。另一方面，苹果的可穿戴设备业务以及Mac和iPad销量下滑。大中华区销售保持相对平稳。苹果保持了可观的现金储备，手头上有1,621亿美元现金，并宣布在本季度支付每股24美分的股息，以及用于股票回购和股息的大笔支出。苹果的未来似乎不确定，因为它进入了假日购物季，消费者的支出更加谨慎，来自华为的竞争也越来越激烈。23财年第四季度建议交易区间：165美元至180美元。中性前景。
Shopify Inc (SHOP)
- 3Q23 Revenue: $1.71B, +24.8% YoY, beat estimates by $40M
- 3Q23 Non-GAAP EPS: $0.24, beat estimates by $0.10
- FY23 Guidance: Revenue to grow at a mid-twenties percentage rate on a year-over-year basis, driven by fourth-quarter revenue growth in the high teens.
- Comment: Shopify’s Q3 results surpassed expectations and delivered a robust outlook. The company’s gross merchandise volume (GMV) on the platform increased by 22% to $56.2bn, exceeding analyst projections. The company’s renewed focus on cost management and strategic partnerships, including one with Amazon, which provides merchants were fast and free Prime delivery on their Amazon storefronts, has contributed to its impressive performance, with net income for the quarter reaching $718mn. Its cost-cutting measures in the previous quarter have proved effective. Additionally, Shopify has made an investment in Faire, an online marketplace, in a strategic partnership that designates it as the preferred wholesale platform for Shopify merchants. With a continued focus on its business model and focus on good investments, it will continue to be able to expand and help its merchants’ sales. 4Q23 recommended trading range: $55 to $70. Positive Outlook.
Shopify (SHOP)
- 23财年第三季营收：34.0亿美元, 同比增幅18.1%，超预期3,000万美元
- 23财年第三季GAAP每股盈利：6.63美元，超预期4.53美元
- 23财年指引：在第四季度营收增幅高达10%的推动下，全年营收同比增幅将达到25%左右。
- 短评：Shopify第三季度的业绩超出了预期，并带来了强劲的前景。该公司在该平台上的商品交易总额(GMV)增长了22%，达到562亿美元，超出了分析师的预期。该公司重新关注成本管理和战略合作伙伴关系，其中包括与亚马逊的合作伙伴关系，该合作伙伴关系为商家在亚马逊店面提供快速和免费的Prime送货服务，这为其令人印象深刻的业绩做出了贡献，本季度净收入达到7.18亿美元。其上一季度的成本削减措施已被证明是有效的。此外，Shopify还对在线市场Faire进行了投资，双方建立了战略合作伙伴关系，将其指定为Shopify商家的首选批发平台。通过继续关注其商业模式和良好的投资，它将继续能够扩大并帮助其商家的销售。23财年第四季度建议交易区间：55美元至70美元。积极前景。
Eli Lilly and Co (LLY)
- 3Q23 Revenue: $9.49B, +36.7% YoY, beat estimates by $500M
- 3Q23 Non-GAAP EPS: $0.10, miss estimates by $0.77
- FY23 Guidance: Lower its 2023 adjusted earnings guidance to a range of $6.50 to $6.70, from a previous range of $9.70 to $9.90 per share. But Eli Lilly reiterated its full-year revenue forecast of between $33.4bn and $33.9bn.
- Comment: Eli Lilly reported strong Q3 revenue and adjusted earnings, beating analysts’ estimates, due to robust demand for its diabetes drug Mounjaro. Its high revenue was primarily due to the success of Mounjaro and other treatments like Verzenio for breast cancer and Jardiance for diabetes. However, Eli Lilly reduced its full-year profit guidance due to charges associated with recent acquisitions, resulting in a loss of $57.4mn for the quarter. Despite the profit cut, the company reiterated its revenue forecast. Mounjaro (diabetes drug), in particular, exceeded expectations with $1.41bn in sales, with expectations of the drug continuing to perform well in the coming quarters.Eli Lilly is awaiting the FDA’s decision on the approval of Mounjaro for chronic weight management, with expectations of a decision in Q4. Additionally, the company is also looking forward to the FDA’s verdict on its Alzheimer’s treatment, donanemab, in the first quarter of 2024. 4Q23 recommended trading range: $550 to $620. Positive Outlook.
礼来 (LLY)
- 23财年第三季营收：94.9亿美元, 同比增幅36.7%，超预期5.0亿美元
- 23财年第四三季Non-GAAP每股盈利：0.10美元，逊预期0.77美元
- 23财年指引：将其2023年调整后的收益预期从之前的每股9.70美元至9.90美元下调至6.50美元至6.70美元。但礼来重申了其334亿美元至339亿美元的全年营收预测。
- 短评：礼来公司公布第三季度收入和调整后收益强劲，超过分析师预期，原因是其糖尿病药物Mounjaro的需求强劲。它的高收入主要是由于Mounjaro和其他治疗方法的成功，如治疗乳腺癌的Verzenio和治疗糖尿病的Jardiance。然而，由于与近期收购相关的费用，礼来下调了全年利润预期，导致该季度亏损5,740万美元。尽管利润被削减，但该公司重申了其收入预期。特别是糖尿病药物Mounjaro，销售额超过预期，达到14.1亿美元，预计该药物在未来几个季度将继续表现良好。礼来正在等待FDA批准Mounjaro用于慢性体重管理的决定，预计将在第四季度做出决定。此外，该公司还期待FDA在2024年第一季度对其阿尔茨海默病治疗药物donanemab的裁决。23财年第四季度建议交易区间：550美元至620美元。积极前景。
Novo Nordisk A/S (NVO)
- 3Q23 Revenue: $8.37B (DKK 58.73B), +28.9% YoY, beat estimates by $200M
- 3Q23 GAAP EPS: $0.72 (DKK5.00), beat estimate by $0.06
- FY23 Guidance: Reiterated its guidance for 32% to 38% sales growth and 40% to 46% growth in operating profit, in constant currency.
- Comment: Novo Nordisk reported a significant surge in sales during the third quarter, with revenue increasing due to strong demand for its obesity and diabetes treatments. The company anticipates double-digit sales growth for its popular drugs, although it cautioned about ongoing shortages of its Wegovy weight-loss injection. Despite investors and analysts seeking clarity on the supply limits for Wegovy, Novo CEO Lars Fruergaard Jorgensen did not provide a specific end date but suggested gradual manufacturing ramp-up. Novo has submitted applications for Wegovy’s approval to reduce the risk of cardiovascular events in the US and the EU. Wegovy sales totaled 9.6bn Danish crowns in the third quarter. Novo has been grappling with high demand for its obesity drug, limiting the number of US patients who can start treatment. The company also reported strong sales growth for its GLP-1 class drugs, including diabetes medications. With high demand for its drugs, it will need to ramp up production quickly in the coming quarters in order to meet the demand. 4Q23 recommended trading range: $90 to $110. Positive Outlook.
诺和诺德 (NVO)
- 23财年第三季营收：83.7亿美元（587.3亿丹麦克朗）, 同比增幅28.9%，超预期2亿美元
- 23财年第三季Non-GAAP每股盈利：0.72美元（5丹麦克朗），超预期0.06美元
- 24财年第二季指引：重申了按固定汇率计算的销售增长32%至38%、营业利润增长40%至46%的预期。
- 短评：诺和诺德公布第三季度销售额大幅飙升，其肥胖和糖尿病治疗药物的强劲需求推动了收入的增长。该公司预计其畅销药物的销售额将增长两位数，尽管它警告说，Wegovy减肥注射剂目前仍在短缺。尽管投资者和分析师希望明确Wegovy的供应限制，但Novo首席执行官Lars Fruergaard Jorgensen并未提供具体的结束日期，但表示将逐步增加生产。Novo已在美国和欧盟向Wegovy提交了降低心血管事件风险的申请。Wegovy第三季度的销售总额为96亿丹麦克朗。Novo公司一直在努力应对对其减肥药的高需求，这限制了可以开始治疗的美国患者数量。该公司还报告了包括糖尿病药物在内的GLP-1类药物的强劲销售增长。由于对其药品的高需求，该公司将需要在未来几个季度迅速提高产量，以满足需求。24财年第二季度建议交易区间：90美元至110美元。积极前景。
DraftKings Inc (DKNG)
- 3Q23 Revenue: $790M, +57.4% YoY, beat estimates by $90.29M
- 3Q23 GAAP EPS: -$0.61, beat estimate by $0.09
- FY23 Guidance: DraftKings raised revenue guidance to a range of $3.67B to $3.72B vs $3.53B consensus from the range of $3.46B to $3.54B, which the Company previously announced on August 3, 2023. The Company’s updated 2023 revenue guidance range equates to year-over-year growth of 64% to 66%. FY24 Guidance: expects revenue of $4.50B to $4.80B.
- Comment: DraftKings reported better-than-expected quarterly revenue for the third quarter of 2023. The company’s results were driven by its expansion into new markets, leading to an influx of new customers, while existing customers demonstrated higher engagement and spending on the platform. DraftKings reported 2.3mn monthly unique payers, a 40% increase YoY, with average revenue per monthly unique payer reaching $114. The company also overtook rival FanDuel to become the leader in the US online gambling market, accounting for 31% of online gambling revenue. With DraftKings raising its revenue guidance for 2023 and 2024, we anticipate that it will continue to expand in new markets and grow its users in existing markets. 4Q23 recommended trading range: $27 to $38. Positive Outlook.
DraftKings (DKNG)
- 23财年第三季营收：7.9亿美元, 同比增幅57.4%，超预期9,029万美元
- 23财年第三季GAAP每股亏损：0.61美元，超预期0.09美元
- 23财年指引：上调全年固定汇率调整后EBITDA和调整后每股收益预期调整后每股收益范围为2.91美元至2.99美元，而之前的范围为2.83美元至2.91美元，市场共识2.89美元。有机净销售额同比增长4%至6%，接近4%左右的区间下限。
- 短评：公司公布了2023年第三季度好于预期的季度收入。该公司的业绩是由其向新市场的扩张推动的，这导致了新客户的涌入，而现有客户在平台上表现出更高的参与度和支出。公司报告每月独立付费用户230万，同比增长40%，每个独立付费用户的平均收入达到114美元。该公司还超过竞争对手FanDuel，成为美国在线赌博市场的领导者，占在线赌博收入的31%。随着DraftKings提高其2023年和2024年的收入指导，我们预计它将继续在新市场扩张，并在现有市场增加用户。23财年第四季度建议交易区间：27美元至38美元。积极前景。
Moderna Inc (MRNA)
- 3Q23 Revenue: $1.83B, -45.5% YoY, beat estimates by $450M
- 3Q23 EPS: -$9.53, may not be comparable to estimate of -$2.05
- FY23 Guidance: Expect product sales of at least $6B. FY24 Guidance: Expect $4B in sales, mostly in 2H24, mainly due to global Covid shot sales and the launch of its vaccine against respiratory syncytial virus.
- Comment: Moderna reported a significant loss for the third quarter, primarily due to a large write-down related to unused doses of its Covid vaccine. The company’s revenue exceeded analysts’ expectations, despite a decline in demand for its Covid shot. The company posted a net loss of $3.63bn for the quarter, driven by charges related to tax allowances and manufacturing footprint changes. Moderna plans to scale back production of its Covid vaccine and resize the company to ensure profitability in 2024 and beyond. The biotech firm also has a pipeline of new vaccines targeting various health conditions, such as respiratory syncytial virus, flu and cancer, aiming to drive growth beyond Covid products. However, its short-term outlook remains bleak. 4Q23 recommended trading range: $60 to $75. Negative Outlook.
莫特纳 (MRNA)
- 23财年第三季营收：18.3亿美元, 同比跌幅45.5%，超预期4.5亿美元
- 23财年第三季Non-GAAP每股亏损：9.53美元，与预期亏损2.05美元无可比性
- 23财年指引：预计产品销售额至少为60亿美元。24财年指引：主要是由于全球新冠疫苗的销售和呼吸道合胞病毒疫苗的推出，预计销售额为40亿美元，主要是在24财年下半年产生。
- 短评：公司报告第三季度出现重大亏损，主要原因是与未使用的新冠疫苗剂量相关的巨额减记。尽管新冠疫苗的需求有所下降，但该公司的收入超出了分析师的预期。受税收减免和制造足迹变化相关费用的影响，该公司本季度净亏损36.3亿美元。公司计划缩减新冠疫苗的生产规模，并调整公司规模，以确保在2024年及以后实现盈利。这家生物技术公司还拥有一系列针对各种健康状况的新疫苗，如呼吸道合胞病毒、流感和癌症，旨在推动新冠产品以外的增长。然而，其短期前景依然黯淡。23财年第四季度建议交易区间：65美元至75美元。负面前景。
Starbucks Corp (SBUX)
- 4Q23 Revenue: $9.37B, +11.4% YoY, beat estimates by $90M
- 4Q23 Non-GAAP EPS: $1.06, beat estimate by $0.09
- FY24 Guidance: No guidance provided. Starbucksk will invest US$1B in fiscal 2024 to boost wages, upgrade equipment and improve digital and supply-chain operations.
- Comment: Starbucks reported Q4 earnings with US customers continuing to drive revenue growth, while Chinese consumers tightened spending. US same-store sales grew 8%, and customers added more food to their orders. Starbucks experienced heightened promotional activity, earlier seasonal drink launches, and strong demand in the US. In order to meet the heightened demand for delivery, it plans to increase its delivery-only stores, which is expected to serve nearly 40% of delivery orders. International results showed Chinese same-store sales grew 5% but saw a decrease in ticket size. Starbucks also revealed its Reinvention Plan, aiming for efficiency, employee culture improvement, and a global expansion strategy. It plans to grow its snack selection to entice customers to visit more often.Starbucks is set to launch Rewards Together, a broader reward program, and extend its partnership with Microsoft to leverage AI for consumer behavior analysis. Additionally, Starbucks is collaborating with Apple on technology for employee assistance and exploring innovations in customer experience through Amazon One and Just Walk Out technology. 1Q24 recommended trading range: $96 to $110. Positive Outlook.
星巴克 (SBUX)
- 23财年第四季营收：93.7亿美元, 同比增幅11.4%，超预期9,000万美元
- 23财年第四季Non-GAAP每股盈利：1.06美元，逊预期0.09美元
- 24财年第一季指引：不提供指引。星巴克将在2024财年投资10亿美元，用于提高工资、升级设备、改善数字和供应链运营。
- 短评：星巴克公布了第四季度财报，美国消费者继续推动收入增长，而中国消费者则收紧了支出。美国同店销售额增长了8%，顾客在他们的订单中添加了更多的食物。星巴克的促销活动增加，季节性饮料推出时间提前，美国市场需求强劲。为了满足日益增长的送货需求，该公司计划增加只提供送货服务的门店，预计将为近40%的送货订单提供服务。国际业绩显示，中国同店销售额增长了5%，但票房规模有所下降。星巴克还公布了旨在提高效率、改善员工文化和全球扩张战略的“重塑计划”。它计划增加零食的种类，以吸引顾客更频繁地光顾。星巴克将推出更广泛的奖励计划“一起奖励”(Rewards Together)，并扩大与微软的合作，利用人工智能进行消费者行为分析。此外，星巴克正在与苹果合作开发员工协助技术，并通过亚马逊一号和“直接走出去”技术探索客户体验方面的创新。24财年第一季度建议交易区间：96美元至110美元。积极前景。
Coinbase Global Inc (COIN)
- 3Q23 Revenue: $674.15M, +14.2% YoY, beat estimates by $20.6M
- 3Q23 GAAP EPS: -$0.01, beat estimate by $0.52
- 4Q23 Guidance: Expect Q4 subscription and services revenue to be approximately flat with Q3, and for Q3 transaction expenses as a percentage of net revenue to be in the midteens; Expect Q4 technology & development and general & administrative expenses to be $525million-$575 million, driven by lower stock-based compensation as its expense recognition timing is not linear; Expect sales & marketing expenses to be $85 million-$95 million. Lastly, the company anticipate that it will generate meaningful positive Adjusted EBITDA in full-year 2023, revised from its prior goal of improving full-year 2023 adjusted EBITDA in absolute dollar terms versus full-year 2022.
- Comment: While the company’s 3Q23 earnings beat estimates, the company also saw a decline in trading volume as the company continues to battle the U.S. SEC, which sued the company and its rival Binance in June over regulatory issues. Cost will remain high as the company work on a way to encourage lawmakers to pass the legislation. The company remained in a net loss position for the 7th quarter, as the company struggled to bring up volume following the crypto industry crash back in 2022. However, the recent rally of Bitcoin and several other key cryptocurrencies starting in mid-Oct may represent an uptick in trading volume for the next quarter, with the price of Bitcoin rising around 29% to about US$34900 since the end of the last quarter. 4Q23 recommended trading range: $70 to $95. Positive Outlook.
Coinbase 全球 (COIN)
- 23财年第三季营收：6.7415亿美元, 同比增幅14.2%，超预期2,060万美元
- 23财年第三季GAAP每股亏损：0.01美元，超预期0.52美元
- 23财年第四季指引：预计第四季度订阅和服务收入将与第三季度大致持平，第三季度交易费用占净收入的百分比将在15%左右；预计第四季度技术和开发以及一般和管理费用为5.25亿至5.75亿美元，由于公司的费用确认时间不是线性的，因此股票薪酬较低;预计销售和营销费用为8,500万至9,500万美元。最后，公司预计他们将在2023年全年产生有意义的正调整后息税折旧摊销前利润，这是公司之前的目标，即以绝对美元计算，与2022年全年相比，2023年全年调整后息税折旧摊销前利润将有所改善。
- 短评：虽然该公司第三季度的收益超出预期，但由于该公司继续与美国证券交易委员会(SEC)进行博弈，该公司的交易量也有所下降。美国证券交易委员会于6月份因监管问题起诉了该公司及其竞争对手币安。由于该公司正在设法鼓励立法者通过这项立法，成本仍将居高不下。该公司在第七季度仍处于净亏损状态，因为该公司在2022年加密行业崩溃后努力提高交易量。然而，最近从10月中旬开始的比特币和其他几种主要加密货币的反弹可能代表下一季度交易量的上升，比特币的价格自上一季度末以来上涨了约29%，达到约34900美元。23财年第四季度建议交易区间：70美元至95美元。积极前景。
