amazon

After years of heavy pressure on revenues in the telecom sector, we make a call for near-term revenue stabilisation. From an operational perspective, the main themes for the telecom sector are the build-out of 5G and fibre networks. To improve the relative position of the sector regulators should review their measures to provide a more level playing field Source: Shutterstock War has a limited impact on the telecom sector European- and US-based telecom operators are rather insulated from the conflict in Ukraine. Major operators have no sales in the region, the exception being VEON, which is largely exposed, since it is active in Russia and Ukraine. Telekom Austria had only 7.4% of its FY 2021 revenues coming from Belarus. For now, the impact of the war seems limited, with most companies maintaining their 2022 outlook. Typically, demand for telecom services grows in line with GDP. If a severe recession would hit the global economy, teleco

The story of Amazon and Apple

The story of Amazon and Apple

Walid Koudmani Walid Koudmani 29.10.2021 12:51
Amazon and Apple disappoint investors as supply issues persist Yesterday's aftermarket announcement from the two mega cap giants surprised investors as both Apple and Amazon showed lower than expected results and disappointing figures. Both companies missed their revenue expectations and indicated supply chain issues as key issues facing their business, while highlighting the need to be cautious as the situation is resolved moving forward. Both stocks dropped over 3% in aftermarket trading and impacted US futures, which shortly before that managed to reach new all time highs, boosted in part by the positive performance seen from other mega caps throughout the week. While US indices hover around key levels, It will be important to see how they react to today's earnings from major oil companies (Exxon, Chevron) as further disappointment could lead to an even larger correction heading into the weekend.  Euro holds steady after mixed European GDP data  Today's GDP data from Europe proved to be mixed, with the French reading surprising to the upside while Spanish figures missed expectations. Data from Germany and Italy also was mixed as the Italian economy, just like the French one, grew much faster than expected in the July-September period while the German economy grew slower than expected. This comes after yesterday's disappointing US GDP figures which showed a below expected growth of 2% and highlighted the ongoing issues facing the economy in this stage of the post pandemic recovery. These GDP reports, along with inflation data continue to become increasingly noteworthy as central banks across the world are using these measures to potentially determine whether or not there is an immediate need for intervention as well as influencing future policy. Download our Mobile Trading App:   Google Play   App Store
European Central Bank and Amazon (AMZN) And Its Earnings

European Central Bank and Amazon (AMZN) And Its Earnings

Walid Koudmani Walid Koudmani 03.02.2022 11:57
Central bank decisions tend to be significant events in normal circumstances, but today’s decision could prove to be quite interesting for markets as different decisions are expected from each of today’s banks. While the Bank of England is set to raise its rate for the second time and signal further unwinding of its pandemic stimulus, the European central bank is expected to maintain it’s wait and see approach despite record inflation of 5,1% announced in January. According to these predictions, we could be seeing a strengthening of the pound thanks to the 0,5% interest rate, while we could sese a mixed reaction of the Euro as markets remain uncertain about the fragile economic recovery, especially given recent escalations on the Russia-Ukraine border which could destabilize the entire continent. Despite this, any surprises in today’s decisions or announcements could have far reaching effects on both the FX market and equities across Europe and the UK as central bankers struggle to balance record inflation with the post pandemic recovery. Can Amazon’s earnings support US indices? While we have seen a noticeable recovery of global indices over the past several days, yesterday’s disappointing earnings report from Meta (Facebook) saw the stock price drop and weigh on US markets as well as general sentiment. Meta’s results came one day after Alphabet announced it’s positive results and optimistic outlook and despite this mixed sentiment, we are seeing a slight pullback of stock markets as they await another mega-cap report. Amazon’s results could prove to be a significant catalyst for potential movements in the markets as a better than expected result could further boost the recent recovery while a disappointing one could drag markets further down. The company benefited greatly from the recent global situation as demand for its products and services increased noticeably thanks to a solid strategy and cost optimization. On the other hand, like many other companies that benefited from the stay-at-home lifestyle, it remains to be seen if that positive performance has carried over into this new phase.  
Meta (FB) Has Some Things To Worry About, Amazon (AMZN) And Ford (F) Ahead Of Publishing Their Reports

Meta (FB) Has Some Things To Worry About, Amazon (AMZN) And Ford (F) Ahead Of Publishing Their Reports

Swissquote Bank Swissquote Bank 03.02.2022 12:05
Yesterday’s ADP data showed that the US economy lost some 300’000 private jobs in December, versus 185’000 job additions expected by analysts, but no one cared. Google jumped by more than 7% yesterday to a fresh record high on the back of strong earnings. Nasdaq gained for the fourth consecutive session adding another 0.50% to its gains. But don’t uncork the champagne just yet! Because the Nasdaq futures are trading more than 2% lower at the time of writing. Disappointing Facebook results, and a 23% plunge in Meta shares in the afterhours trading calls for a red session in the US. Amazon is the last FAANG stock to announce earnings today, and the company is expected to reveal a second consecutive month of earnings decline. Ouch. Inflation in the Eurozone hit 5.1% in December. So, all eyes are on Christine Lagarde and what she has to say at today’s press conference. Will she insist that inflation is transitory or will she finally accept the defeat, and call it a problem? Across the Channel, the Brits will probably raise their interest rates by another 25bp for the second time at today’s meeting. Elsewhere, OPEC maintained its production increase target at 400’000 barrels per day and the consensus is a further advance in crude oil to $100pb in the foreseeable future. Watch the full episode to find out more! 0:00 Intro 0:36 Market update 2:23 Facebook plunges 20% post-results 3:40 Amazon to reveal another earnings decline 5:03 European inflation puts pressure on ECB 7:12 BoE to raise rates for the second time 8:16 OPEC raises output slowly, only Ipek Ozkardeskaya has begun her financial career in 2010 in the structured products desk of the Swiss Banque Cantonale Vaudoise. She worked at HSBC Private Bank in Geneva in relation to high and ultra-high net worth clients. In 2012, she started as FX Strategist at Swissquote Bank. She worked as a Senior Market Analyst in London Capital Group in London and in Shanghai. She returned to Swissquote Bank as Senior Analyst in 2020.
Bitcoin – Massive Support

Paying In Crypto On (AMZN) Amazon!? CEO Speaks His Mind! Bitcoin (BTC) And Ether (ETH) Have Gone Down Over Last 24 Hours!

Alex Kuptsikevich Alex Kuptsikevich 15.04.2022 08:33
Bitcoin was down 3.4% on Thursday, ending the day near $39.9K, although it managed to bounce back above $40.1K by Friday morning, cutting the intraday decline to 2.8%. Ethereum has lost 2.5% in the last 24 hours, and other leading altcoins from the top ten are predominantly declining, from -1% (BNB) to -7.3% (Terra). The exception was XRP, which added 5.4% during this time. BTC can develop a reversalAccording to CoinMarketCap, the total capitalization of the crypto market decreased by 2.8% per day, to $1.87 trillion. The Bitcoin dominance index fell by 0.3% to 40.7%. By Friday, the cryptocurrency fear and greed index returned to the extreme fear territory, losing 6 points to 22. US stocks failed to build on the offensive, losing all of the previous day's gains, leading to a stronger selloff for bitcoin compared to alternative cryptocurrencies. From the technical side, Bitcoin is trading near the support level, which runs through the lows of January, February and March. A formal signal to break the support will be considered a failure under the previous lows in the $38K area. The ability to develop a reversal to the offensive from these levels, on the contrary, will reinforce the importance of this moderate uptrend line. Crypto newsThe head of Ripple noted that the court with the SEC is going “much better than expected,” which provoked a wave of XRP growth, allowing the coin to resist gravity. BlackRock CEO Larry Fink said that the largest asset management company continues to study the cryptocurrency sector. Amazon CEO Andy Jassy said that the company has no plans to introduce payments in cryptocurrency in the near future, although it is exploring the possibilities of digital assets. At the same time, he looks to the future of cryptocurrencies and NFTs with interest and optimism. The Bank of Canada is exploring scenarios for the coexistence of digital and fiat currencies, the first regulator to decide to use quantum computing for this study. Bank of Japan chief executive Shinichi Uchida said the upcoming digital yen will not be used to achieve a negative interest rate. The second stage of the launch of the digital yen started on March 24th this year.
Riksbank set to hike 50bp in a bid to get ahead of the ECB

(APPL) Apple Earnings and (AMZN) Amazon Earnings Are Due To Be Announced! What To Expect?

Rebecca Duthie Rebecca Duthie 28.04.2022 11:38
Summary: Apple stock prices are facing pressure amidst lockdown in China causing concerns over supply. Amazon stock prices are being heavily affected by current market sentiment. Apple stock prices are declining despite investor confidence in their Q1 earnings announcements. In general market sentiment is showing bearish signals, but this negative sentiment is lying heavily on BigTech stocks, this sentiment runs so deep that buying BigTech stocks almost makes sense. According to some analysts, the sentiment on tech stocks is so bad at the moment that there has to be an end in sight coming soon. After the market close today, we can expect Apple (APPL) to announce their earnings reports. After the market close today, we can expect Apple (APPL) to announce their earnings reports. The Apple stocks have been falling drastically over the past week inlight of uncertainty around the lockdowns in China and how they will affect the second quarter's earnings. However, investors do expect the earnings from Apple’s first quarter to be favourable. APPL Stock Price Chart Read next: Zuckerberg Didn't Shock Market! Meta Platforms Inc. (FB) Q1 Earnings Announcement Expected Whilst GlaxoSmithKline (GSK) Delivers Favorable Figures  Amazon (AMZN) earnings report due later today. There is a lot of weight that has been riding on the tech companies earnings announcements this week, with amazon due to make their earnings announcements later today along with Apple, the market sentiment is bearish. Even if all the Q1 earnings announcements from the BigTech companies were favourable (which has not been the case), the market would still struggle to recover from the current negative sentiment. Over the past week the price of Amazon's stock has been falling over the past week inlight of the negative market sentiment. With the employees from one of the warehouses of Amazon lobbying to unionise, increasing prices and supply problems could be indications of potential earnings struggles for this tech giant. Amazon.com Price Chart Read next: (MSFT) Microsoft and (GOOGL) Alphabet's (Google) Earnings Announcements Due Later Today  Sources: finance.yahoo.com, barrons.com, fastcompany.com
The Trade Off - 31/03/22

Amazon (AMZN) And Apple (APPL) Post Earnings Announcement Performance. Elon Musk Moves On To Coca-Cola!?

Rebecca Duthie Rebecca Duthie 29.04.2022 10:44
Summary: Amazon causes poor investor sentiment. Apple shocks the market. Musk going after Coca-Cola next?? Amazon (AMZN) stock prices show improving investor confidence despite disappointing revenue forecasts. During post market trading yesterday, the AMZN share price fell by almost 10%. This fall comes after the tech giant made its earnings announcement, this was because the earnings missed investor forecasts. The slightly disappointing revenue in Q1 of Amazon came as a result, amongst other things, of a decrease in consumer spending online and a return to in-person-activities. Amazon attributed its disappointing earnings to the current adverse economic conditions partly coming from the Russia-Ukraine conflict and partly from the issues around supply chains. Their earnings increase is 37% lower (Q1 2022: 7%, Q1 2021: 44%) than this time last year and their EPS has fallen by 0.84 cents for the same time period. AMZN Share Price Chart Read next: (APPL) Apple Earnings and (AMZN) Amazon Earnings Are Due To Be Announced! What To Expect?  Apple earnings announcement left investors feeling bullish Apple share prices increase inlight of favorable earnings reported by the tech giant. The earnings reported were better than the market expected. Although the Q1 earnings for Apple are causing the share price to increase, concerns still remain around the future supply chains of this tech giant, they can be heavily impacted by China’s “zero-covid” policy and its lockdowns. APPL Share Price Chart Elon Musk targeting Coca-Cola next? On Wednesday night Elon Musk posted a tweet on his platform suggesting or joking about acquiring the Coca-Cola company, this comes after his offer to buy Twitter (TWTR) was approved by the board. Musks tweet was as follows “Next I’m buying Coca-Cola to put the cocaine back in”. Although many of the world’s richest man's followers saw the tweet as a joke, there was a time when people thought his quest for TWTR was a joke too. The tweet caused Coca-Cola’s share price to drop hugely, the price has since recovered, but what does the future hold for this beverage giant ? KO Share Price Chart Read next: Zuckerberg Didn't Shock Market! Meta Platforms Inc. (FB) Q1 Earnings Announcement Expected Whilst GlaxoSmithKline (GSK) Delivers Favorable Figures  Sources: dailyfx.com, Finance.yahoo.com
Every Trader And Investor Should Know Them! Options Contracts - What Are They? | Binance Academy

European telecoms outlook for 2022 | ING Economics

ING Economics ING Economics 19.05.2022 08:53
After years of heavy pressure on revenues in the telecom sector, we make a call for near-term revenue stabilisation. From an operational perspective, the main themes for the telecom sector are the build-out of 5G and fibre networks. To improve the relative position of the sector regulators should review their measures to provide a more level playing field Source: Shutterstock War has a limited impact on the telecom sector European- and US-based telecom operators are rather insulated from the conflict in Ukraine. Major operators have no sales in the region, the exception being VEON, which is largely exposed, since it is active in Russia and Ukraine. Telekom Austria had only 7.4% of its FY 2021 revenues coming from Belarus. For now, the impact of the war seems limited, with most companies maintaining their 2022 outlook. Typically, demand for telecom services grows in line with GDP. If a severe recession would hit the global economy, telecom operators and handset vendors probably have to adjust revenue expectations in line with GDP expectations, on average. In Europe, however, service revenues have historically already been under pressure because of strong competition. We do not foresee a substantial impact on the financial solidity of companies resulting from this crisis. The biggest risk for the sector comes from cyberwarfare The biggest risk for the sector comes from cyberwarfare. State sponsored hackers could engage at some point in cyberwarfare, something the US government warns about. Hackers could try to impair (local) infrastructure, while telecom companies have to up their defenses. Interestingly, so far, we have seen limited impact from cyberwarfare that could possibly have been initiated as a part of the war in Ukraine. However, we are starting to see revenue stabilisation in a couple of markets. For example, the market leaders in the Dutch, French, Belgian and German markets are close to revenue stabilisation. This is mainly driven by new broadband products, which are often offered with mobile services in a bundled product. Restructuring programmes continue to modernise the back-office of the operators and to phase out legacy technologies. Once programmes are over, this could be a tailwind for profitability. Despite good traction from bundled products and new high ARPU fibre products, many incumbents have segments that see price pressure, often in the business segments. This explains why we see positive trends in the sector, while revenues are not showing strong positive growth rates. Domestic revenue trends European telecom operators Source: Company, ING Aiming for a level playing field The European Commission aims for gigabit broadband for all households as well as for a fast 5G mobile connection in populated areas, which should be reached by 2030. It also aims to rein in some large technology companies. It has published proposals for the Digital Services Act (DSA) and the Digital Markets Act (DMA) which should reduce the dominance of the large technology platforms and create a level playing field with other sectors in Europe. The EU member states and European Parliament said they welcome the proposals. These are now subject to formal approval by the two co-legislators before they will be applicable. Hopefully, the competitive position of telecom companies will improve as well at some point in the future. Competition has been promoted... and this has lowered prices for telecom services as well Regulation has seriously impaired the profitability of telecom companies through tariff measures (for broadband wholesale access and roaming tariffs). Competition has been promoted, with four mobile operators in many European countries. This has lowered prices for telecom services as well. Governments have raised a lot of money through spectrum auctions and often incentivised new operators entering the market. Finally, product differentiation has been difficult because of net neutrality regulations. As a consequence, free cash flow has been under pressure from both weaker revenues, as well as heavy investments and dividends. Read next: Altcoins: What Is Monero? Explaining XMR. Untraceable Cryptocurrency!? | FXMAG.COM A case in point is Telecom Italia, which had a solid investment grade rating in 2005, but is now rated in high yield territory. The Italian market is characterised by heavy competition, while the company explains that its fixed network faces relatively high regulatory pressure from a multitude of measures. The company faces substantial pressure on revenues, as can be seen in the figure above. The interim result is that the company is investigating a break-up, having ramifications for the speed of the broadband roll-out in Italy. The downward pressure on credit ratings has been more widespread in the European telecom sector since most companies have already seen rating downgrades. This is illustrated in the table below. Downward rating pressure for European telecom operators Source: S&P Read next: Altcoins: What Is Litecoin (LTC)? A Deeper Look Into The Litecoin Platform| FXMAG.COM As a result, telecom companies have been at the wrong spot in the value chain, while companies that sell telecom equipment, media content or cloud storage have performed very well, as is shown in the figure below. While large technology companies have the means to invest in new (transatlantic) fibre networks, incumbents often can’t fund all of their network investments from their cash flows. In our opinion regulators should pay attention to a call by the European Telecom Network Organisation (ETNO) in which they ask for a fair contribution for the network investment costs from companies that extensively use broadband networks. Since 2015, unregulated firms did profit from internet with market cap. growth Source: Refinitiv Sector trends contribute to revenue stability Nevertheless, broadband connectivity will likely improve across Europe and 5G is here to stay. The private sector is investing heavily, but there are also plans to invest €13bn in digital connectivity as part of the European Resilience and Recovery Plan. Typically, customer retention is relatively healthy for fibre products, especially when combined in a fixed-mobile converged offer. Net mobile networks and services could also contribute to the goal of revenue stability and eventually growing revenues. This year, 5G products and services will likely become widespread. However, it will be key for mobile operators to find good pricing policies for these new 5G services.   Read this article on THINK TagsTelecom sector European telecoms Disclaimer This publication has been prepared by ING solely for information purposes irrespective of a particular user's means, financial situation or investment objectives. The information does not constitute investment recommendation, and nor is it investment, legal or tax advice or an offer or solicitation to purchase or sell any financial instrument. Read more