[Annual Inventory] Interpretation of the top ten best US stock earnings reports in 2020

Dear mooer, the second installment of the 2020 Earnings Report Year-end Inventory Series is here. This Financial Report will bring you an interpretation of the top ten US stock reports in 2020.

Review of the first installment:[Year-end Inventory] Interpretation of the top ten best Hong Kong stock earnings reports in 2020

Due to the COVID-19 pandemic in 2020 andInfluenced by the US election, the US stock market was quite turbulent. In a turbulent environment, the quarterly performance of major companies was at one point confusing. We experienced the worst earnings season for many companies, and also witnessed the sharp rise and fall of many companies' financial reports before and after. Among the many US stocks, which company's financial reports impressed you the most? Do you understand the meaning behind that data?

Here's the financial report, you brought to you2020An article interpreting the top ten US stock earnings reports for the year. Let's see if there are any companies you are interested in~

The selection combines dimensions such as article views, number of interactions, number of likes, and quality. The opinions of mooer do not represent the opinions and positions of any platform. The following articles are ranked in no particular order

@Fisher的信徒 How long will Tesla's advantage last?

——In-depth analysis of Tesla's competitive advantages from three perspectives

“2020yearQ3During the quarter, Tesla handed over another financial report that exceeded market expectations, and the stock price also rose sharply. For those who have invested in Tesla for a long time, TeslaQ3The quarter's performance was indeed exciting, and many value investors saw Tesla's “outstanding” competitive advantage in the electric vehicle industry, but how long can Tesla's current competitive advantage be maintained? This is probably a question in the minds of many value investors, and I personally think it can at least be maintained5year.”

@psjmz How good is the artificial meat company Beyond Meat? Watch what it says itself

——Humorous styleUncover the past and future of Beyond Meat for you

“Artificial meat manufacturers$Beyond Meat (BYND.US)$It is a plant-based meat product called red spicy chicken. Obviously, the company's two advantages are outstanding, namely product innovation ability and channel expansion ability. This is one of the key competitiveness of this industry, and it can be predicted that it will still be able to maintain a high level of growth in the next few years.”

@老铁科技说 Other than Fast Profit, what else is Pinduoduo's latest financial report

——Objectively analyze Pinduoduo's market capitalization and future development trends from multiple angles

“Despite long-term losses, operating cash flow has flowed in for most of the time, and there is a continuous upward trend. This shows that Pinduoduo absorbs cash through merchant guarantees, user deposits, etc., and that its business activities have a strong ability to absorb cash. Although Pinduoduo lost money, this was a loss without affecting cash flow. We call it a book loss or strategic loss.”

@一千二百字 Bilibili's paid conversion rate is increasing every season, and the pace of “getting out of the ring” is a steady word

——Young people'sBStation, how to go smoothly“Get out of the circle”？

“CombiningQ4The number of paid users reached88010,000, continuous4The year-on-year growth rate has doubled throughout the quarter, and new users12The monthly retention rate has remained constant for the past few quarters80%The above shows that under the premise of ensuring the quality of users, the platform is steadily and steadily accumulating “outside the circle” users.”

@我是初七啊 The Q4 income statement of Xiaopeng, a new automobile force, predicts that it is possible to turn quarterly net profit into profit through investment income!

——Exploring and predicting future profit performance from Xiaopeng delivery data

“1-9Monthly cumulative delivery14083Taiwan, cumulative revenue29.93100 million. Since other businesses account for a relatively small share of revenue, a rough estimate of revenue21.2510,000/table. inasmuchP7 The delivery ratio is constantly increasing and can be expectedQ4Harvesting2210,000/table. unveilsQ4Single quarter revenue26.4100 million, year over year312.5%, month-on-month growth32.66%, annual revenue56.33100 million, year-on-year increase142.7%。”

@徐佳杰Pierre Commenting on JD's three-quarter report: the hardest, most tiring, steady and fast

——An in-depth analysis of Jingdong's ecology and moats

“2020Net revenue for the third quarter of the year was1,742100 million yuan (approximately257USD billion), a year-on-year increase29.2%。2020Net product sales revenue increased year-on-year in the third quarter of the year27.4%, net service revenue increased year-on-year42.7%。 The revenue growth rate is higher than the same period last year. The high growth rate of service revenue is a highlight, and it may also become a new growth engine for JD.”

@财报看公司 E-commerce “Three Kingdoms Kill”, Alibaba, Pinduoduo, and JD financial report heroes

——e-commerce“Three Kingdoms Murder”, comprehensively analyze the advantages and disadvantages of the three major e-commerce businesses

“Judging from the overall performance market, the three major e-commerce businesses have borne the impact of the raging epidemic, demonstrating their solid strength. Although Ali's financial report for this quarter is not the same, revenue and net profit are still far ahead; JD's revenue in a single quarter surpassed Ali, but net profit is still close! 10Double the gap; Pinduoduo has further caught up with Ali and JD in terms of users, but the revenue scale is second“Qianlang”There is also an order of magnitude gap, and the net loss is still widening, and it's hard to say that the business model is healthy and mature.”

@長崎辭友 $NVIDIA (NVDA.US)$: Data centers are the driving force for growth, leading the AI generation

——Understand Nvidia's strengths and potential from financial data

“NVIDIAyesteryear12The monthly gross margin was very high, reaching62.6%, showing that the company's brand is very strong, bargaining power is very high, and the operating profit margin remains around30%It is a healthy level, which means that the company's operating efficiency is very high. There is one more thing worth being optimistic about.NVIDIAFree cash flow has increased unabated over the past five years, indicating that the company has plenty of cash to further invest in the business or give back to shareholders.”

@资本侦探 Zoom under the cusp: Net profit soared 11 times year over year in the first quarter, but the hunt for giants is also tight

——The darling under the pandemic,I need to build a higher moat for myself

“American online video appzoomIt is the leader in cloud video conferencing. During the pandemic, since there is no need to set up an account, users are allowed to hold free meetings later, at most100meetings of people,zoomIt is the platform of choice for businesses and schools.zoomThe number of users is growing rapidly, and the number of daily active users is3The month suddenly increased to2100 million,2019At the end of the year only1000ten thousand. In contrast,InstagramIt took two years to reach over 100 million monthly active users.zoomNikkatsu-san's three-month conversion20Twice as fast as “soaring through the sky.”

@李白水2020 In-depth analysis and valuation of Futu

——Rational valuation of Fortune from business logic and profit margins

“The reason for the sharp increase in Futu's net profit is mainly due to a sharp increase in revenue (large increase in the number of users), adjustments in the non-revenue structure, and optimization of the cost structure4.4One percentage point — in other words, without sacrificing profits, Futu's revenue continues to grow rapidly, and the moat continues to deepen.”

The above are the Futubull Community that Caibaojun has selected for you2020Interpretation of the top ten US stock earnings reports for the year. I don't know if mooer have read them~

Thanks again to the above mooer for their wonderful analysis. Contact Caiji to receive prizes for beautiful Futubull and beef products! The new year and the new earnings season are coming soon. I hope all the mooer will communicate more and improve and grow together!

The 2020 Futubull Community Annual Inventory has been fully launched, and the inventory of the top ten most discussed events, Hong Kong stocks, China Securities IPOs, and “The mooer” continues to be updated. Click on the link below to view more content you are interested in!

2020 Futubull Community Annual Inventory

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