QUOTE(AVFAN @ Aug 17 2020, 10:03 AM)
superman went up too high, 400mil wasn't enuf!
toggun 800mil +us ban resolved, split... can kick off season 2...
point is ..... 400mil.... is about (close enough) to what those scientists were tembaking....
since then ....
few things... take SuperMan.
1. I have not seen much improved revised profit assumptions...
2. those jokers sticking to TP based on CY earnings... lol ... I shall refuse to see those nonsense...
3. but..... if based on FY .... amongst the higher estimated profit is around 1800mil region ... which is about 450 mil per quarter ...
4. see it's only 450 mil... and SuperMan lastest qr was 400 mil.... see the missing 'ooomph' factor?
5. after that (ok not many will care) ... the 22 and 23 numbers ... the cimb article I saw, had profits only at 1900 and 2017.....
ok ... if I put it all together in a simpler manner .... the market got only the next couple of quarters of GREAT earnings to look for .... which for me looks like the reward just ain't sexy enough.....
so it needs the leader of the pack to set things right.... TopGun.
It really needs to produce the blowout numbers......
Yes, US ban removed will help...
Bonus issue.... maybe might attract some buyers once it goes ex .... (but personally I don't buy... it's just an illusion of being able to buy TG at a cheaper price because we actually can do so without the bonus issue)