A selection of graphs and results of various studies with short annotations from the author of the Telegram channel .
Only one company among the largest debutants on the exchange this year is profitable. 10 out of 14 tech companies that went public in 2019 have plummeted since day one. And all companies, except for Zoom, are planned unprofitable. And for some, expenses are almost twice as much as income.
Corporate America's credibility and profits are falling. The fall in EPS is still small, and it is on the median. However, it is very important how stable the trend is and what is the probability that the average will turn into a minus in 2020.
I have already written about loss-making debutants on the stock exchange and about the decline in profits on the S&P 500 median. And recently I came across another interesting chart: total debt on the Russell 2000 grew by 264% over ten years, EBITDA - only by 120%. Could this be the norm?
The numbers:
- Domestic inDriver Indian Ola by the number of app downloads. And Ola, by the way, is an 8000-employee company pumped in by $3,8 billion from SoftBank, Bessemer, Accel, and others.
- Samsung on the sale of 1 million Galaxy Fold. I didnβt believe it and almost started scribbling the text with the exposure. But the company itself this information, the CEO messed up the numbers. It also happens.
- They say that the same Magic Leap for the first six months 6000 AR points against a sales target of 1 million copies. I already believe this, although The Information has had a suspiciously large amount of closed financial data lately.
- WSJ that Huawei has received $46 billion in government loans, $25 billion in tax breaks, and nearly $2 billion more in grants over the past quarter century. Journalists draw comparisons to Cisco, which received $44 million from the government in one form or another, but I'd rather with Tesla, so that readers do not have thoughts about the uniqueness of state support in the Middle Kingdom.
- Only 14% of bitcoins over the network, and this value is 50% less than last year. Just as importantly, only 8,5% of wallets hold 99% of all bitcoin in circulation. At the same time, the price of BTC YoY has increased. Crypto sometimes does not care about the law of supply and demand, which is described in detail in my .
- Researchers in the USA that the appearance of Uber in the city contributes to an increase in alcohol consumption (when a person drinks four to five drinks in two hours) by 8%, and drunkenness (three or more cases of alcohol intoxication per month) by 9%. It's funny that there is a relationship between personal mobility and alcoholism.
This post is a compilation of entries from my channel for December under the #analytics tag. You can find the previous issue . Many thanks to everyone for your attention!
Source: habr.com