OPPO is growing much faster than its competitors

I remember the first day I bought my first mobile phone. It was in 1992. It was a big black phone and that beast was three times bigger than an ordinary Apple phone. After a few minutes in my conversation, the battery was flat, and I spent hours to fill it up again.

It didn`t take long before I bought a new one; Ericsson from Sweden. Once one of the greatest in the world. I changed the phone onece again, and this time to Nokia from Finland. Also one of the greatest in the world.

 

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Both, Ericsson and Nokia are falling stars. The Americans came into the market and Apple started to rule the world. Not only that. In a short period of time, they became the biggest company in the world. But how is it now?

There is no doubt that China is the largest smartphone market in the world, and Apple is not at the top three. Smartphone shipments in Q2 amounted for 111,2 million units, and top thee vendors in China accounted for 47% of total shipments.

Who are at the top three? Is it Ericsson? Nokia? Or Apple? No, none of them are at the top three. The biggest names are Chineese brands like Huawei, OPPO and Vivo. Its a surprice to see that Apple are fifth in this important market. Its a bigger surpise to see Samsung below top five.

Its a big market, but its also a very important market, and Its also a big surprise to see the low cost company Xiaomi has dropped down about 40%. Its obviously tough for them to grow in the market with so many aggressive competitors.

OPPO is one of the greatest. Up over +124%. The company is founded in 2004 and the brand is a Chinese electronics manufacturer based in Dongguan, Guangdong.

OPPO Digital is based in Mountain View, California, Unitted States. It is known for its universal upconverting DVD and Blu-ray Disc players. Its first product was the OPPO OPDV981H Up-Converting Universal DVD Player.

OPPO entered the mobile market in 2008.

Last year, OPPO signed an agreement with FC Barcelona to become an official partner of the Spanish football club. OPPO has become a stiff competitor in the Chinese market, which is growing faster than any other mobile company.

 

asphalt

Disclaimer: The views expressed in this article are those of the author and may not reflect those of Shiny bull. The author has made every effort to ensure accuracy of information provided; however, neither Shiny bull nor the author can guarantee such accuracy. This article is strictly for informational purposes only. It is not a solicitation to make any exchange in precious metal products, commodities, securities or other financial instruments. Shiny bull and the author of this article do not accept culpability for losses and/ or damages arising from the use of this publication.

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Wal-Mart spend a lot of money on e-commerce

More retailers are on the way with their Q2 reports, and this time I will take a closer look at Wal-Mart Stores Inc. The stock peaked at an all-time high early last year, but slid. Now, the stock is on the way up again. To the top.

Wal-Mart Stores are changing and that`s fast. They are on the way to change to an e-commerce business from the traditional retail business. The firm has invested a lot of money in improving back and front-ends of the e-commerce business.

 

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A couple of weeks ago, Wal-Mart acquired online retailer jet.com, for $3 billion. The company can feel the pressure from its biggest competitor Amazon, and their acquisition of jet.com will strengthen their e-commerce business.

Wal-Mart also sold its Chinese e-commerce business, Yihaodian. Everything was sold to the Chinese online retailer JD.com. All this is done to stay more focused on the international e-commerce presence.

CEO Doug McMillon said: «E-commerce growth here is too slow. The U.S number is better than the global number, but neither is as high as wed like. We can see progress against several of the necessary capabilities we need to win in e-commerce, but were still working on a few others. We need them all to come together to see stronger growth.»

The company has increased its labor costs in addition to a stronger dollar, and that in turn has given them a negative YoY profit growth for the last 5 consecutive quarters. Stiff competition from Amazon has also turned Wal-Mart`s revenue negative in the last two quarters of fiscal 2016.

Store sales have come in positive for the last 7 quarters, despite the downturn on the top and bottom-line. The world`s largest retailer with its market cap of $225,42 billion, is guiding for US same store sales growth in the range of 1% – 3%, and Wal-Mart come out with a report on Thursday.

The Estimize consensus is looking for earnings per share of $1,04 on $120,39 billion in revenue. Compared to a year earlier this reflects a 4% decrease in earnings and flat sales.

Earnings estimates have increased 3% since the last quarterly report, with sales estimates unchanged.

Wal-Mart Stores Inc will report on 18th August, before the markets open.

 

asphalt

Disclaimer: The views expressed in this article are those of the author and may not reflect those of Shiny bull. The author has made every effort to ensure accuracy of information provided; however, neither Shiny bull nor the author can guarantee such accuracy. This article is strictly for informational purposes only. It is not a solicitation to make any exchange in precious metal products, commodities, securities or other financial instruments. Shiny bull and the author of this article do not accept culpability for losses and/ or damages arising from the use of this publication.

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Home Depot and the broader recovery in the housing market

This is a week for retailers. I will take a closer look at Home Depot on Tuesday. Their business tells us a lot about the activity in the market. The fact is that Home Depot is at its highest level ever! The stock has gone straight up since the financial crisis.

The numbers from the retailers indicate that consumers are spending money some places and a more lackluster sluggish consumer spending other places, but one is for sure; Americans love to fix their own houses.

 

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Home Depot Inc is the largest home-improvement retailer in America, and the company is set to report earnings on Tuesday 16th, before the market opens for trading.

The broader recovery in the housing market since the financial crisis have helped Home Depot`s recent jump. So have the consumers improving experience. On top of that you can add an extremely low-interest rate.

Other things that have helped Home Depot is the unemployment rate which is down below 5%. It seems like the consumers are earning money and spend a lot of money on their own homes. They buy properties because the housing prices are high.

Sales growth last quarter topped 21% from online sales. That is helped from the company`s focus on innovation which include Milwaukee Pneumatic Framing Nailer, the 20-volt Max Brushless Finish Nailer, and the Pergo Outlast Plus Laminate Flooring.

Home Depot`s Gold Medal Employees is interesting. Since 1992, Home depot has employed 570 Olympic hopefuls in its Olympic Job Opportunity Program. The program provided athletes with benefits and flexibility for training and competition, and the program was discontinued in 2009.

The Estimize consensus is looking for earnings of $1,98 per share on $26,49 billion in revenue. Compared to a year earlier, earnings are expected to increase by 15% with revenue increasing 7%.

 

asphalt

Disclaimer: The views expressed in this article are those of the author and may not reflect those of Shiny bull. The author has made every effort to ensure accuracy of information provided; however, neither Shiny bull nor the author can guarantee such accuracy. This article is strictly for informational purposes only. It is not a solicitation to make any exchange in precious metal products, commodities, securities or other financial instruments. Shiny bull and the author of this article do not accept culpability for losses and/ or damages arising from the use of this publication.

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Olympic Games starts in Brazil while the GDP is declining

The Olympic Games starts today and will last until 21 August 2016, and the host is Rio de Janeiro. A beautiful place on earth, but if you ask some people there, they have another view. They are against it.

Hundreds of demonstrators demonstrated earlier on Friday, and blocked roads in Copacabana. They protested against the government and the cost of hosting the event. Nothing has obviously changed since last time I wrote about Brazil during the World Cup in 2014.

 

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People were angry at that time and so is it now. They feel angry because they belive the Brazilian government should spend money on other things than World Cup and now Olympic Games. Brazil still have serious problems with crime.

Brazil still has above-average levels of violent crime and particularly high levels of gun violence and homicide. WHO estimated the number of 32 deaths per 100,000 inhabitants, which is one of the highest rates of international homicide of the world.

There are differences between the crime rates in the Brazilian states. While in Sao Paulo the homicide rate registered in 2013 was 10,8 deaths per 100,000 inhabitants, in Alagoas it was 64,7 homicides per 100,000 inhabitants.

Brazil also has high level of incarceration and the third largest prison population in the world (behind only China and the United States), with an estimated total of approximately 700,000 prisoners around the country (June 2014), an increase of about 300% compared to the index registered in 1992.

Brazil is the largest country in both South America and Latin America. As the world`s fifth-largest country by both area and population, it is the largest country to have Portuguese.

Brazil was inhabited by numerous tribal nations prior to the landing on 1500 of explorer Pedro Alvares Cabral, who claimed the area for the Portuguese Empire. Brazil remained a Portuguese colony until 1808, when the capital of the empire was transferred from Lisbon to Rio de Janeiro.

In 1815, the colony was elevated to the rank of kingdom upon the formation of the United Kingdom of Portugal, Brazil and the Algarves. Independence was achieved in 1822 with the creation of the Empire of Brazil, a unitary state governed under a constitutional monarchy and a parliamentary system.

The ratification of the first constitution in 1824 led to the formation of a bicameral legislature, now called the National Congress. The country became a presidential republic in 1889 following a military coup dètat.

An authoritarian military junta came to power in 1964 and ruled until 1985, after which civilian governance resumed. Brazil`s current constitution, formulated in 1988, defines it as a democratic federal republic.

The federation is composed of the union of the Federal District, the 26 states, and the 5,570 municipalities.

(PPP) as of 2015. A member of the BRICS group, Brazil until 2010 had one of the world`s fastest growing economies, with its economic reforms giving the country new international recognition and influence.

Brazils national development bank plays an important role for the countrys economic growth.

The country has been the largest producer of coffee for the last 150 years.

 

 

 

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Now, things have turned upside down, and it has been a sharp and quick drop for the Brazilian economy and for Ms Dilma Rousseff. Brazil`s economic woes started in 2011, when China began to decelerate and Brazilian commodities began losing value.

Brazil`s GDP YoY is -5,40%, and their Interest rate is 14,25% with a jobless rate of 11,30%.

There is something strange here.

Argentina and Venezuela is not far away from Brazil, and if we scrutinize the numbers we can see that they have something in common. The Interest rate and Inflation rate is very high.

In Brazil, the Interest rate is 14,25%, but in Venezuela, the Interest rate is 21,36%. In Argentina; 30,25%. Not only that. Take a look at the Inflation rate; in Argentina it is 40,50%, but in Venezuela it is 180,90%. Can you belive that? The Inflation rate in Venezuela is 180,90%! Wow.

Its not so bad for the growth in Argentina, but Venezuela is in same boat as Brazil when it comes to growth. GDP in Brazil is -5,40% and in Venezuela it is -7,10%. Argentinas GDP YoY is 0,49%. Not much, but they`re on the right side.

By comparison; Chinas GDP is 6,70%, and Indias GDP is 7,90%.

It went wrong for both Brazil and Venezuela, but this can also happen in your country. Remember that.

 

asphalt

Disclaimer: The views expressed in this article are those of the author and may not reflect those of Shiny bull. The author has made every effort to ensure accuracy of information provided; however, neither Shiny bull nor the author can guarantee such accuracy. This article is strictly for informational purposes only. It is not a solicitation to make any exchange in precious metal products, commodities, securities or other financial instruments. Shiny bull and the author of this article do not accept culpability for losses and/ or damages arising from the use of this publication.

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LinkedIns report will be one of the last quarterly reports as a publically traded company

LinkedIn was a scary case earlier this year. In February, the stock plummeted more than 40% in just one single day! That made many investors a bit sceptical. Some investors had panic and sold with both hands. Some had a Hold strategy.

Those who was cold enough to hold saw the stock come back. Later on, the stock went up 46% in one single day. What happened? Investors jumped in on very good news. That day, Microsoft announced that it has agreed to acquire the professional networking platform in an all-cash deal worth $26,2 billion.

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Microsoft is paying $196 a share for LinkedIn, and LinkedIn`s official vote regarding the Microsoft acquisition will take place on August 19, 2016. Microsoft sold $20 billion in debt on Tuesday to fund the deal.

You cannot compare LinkedIn with Facebook but if you do, you will a different story with stagnant user growth. That being said, LinkedIn saw the largest growth in cumulative members since 2014 in the first quarter of 2016. It was up 19% to 433 million.

Talent Solutions and Marketing Solutions have remained LinkedIn`s strongest segments, which is growing 41% and 29% last quarter.

LinkedIns report on Thursday will be one of the last quarterly reports as a publically traded company after Microsofts bid last month.

Revenue is expected to come in at $902 million with an earnings per share of $0,81. This is an increase of 47% in earnings and 26% in sales compared to last year at the same time.

LinkedIn will report on August 4, after the market closes.

 

asphalt

Disclaimer: The views expressed in this article are those of the author and may not reflect those of Shiny bull. The author has made every effort to ensure accuracy of information provided; however, neither Shiny bull nor the author can guarantee such accuracy. This article is strictly for informational purposes only. It is not a solicitation to make any exchange in precious metal products, commodities, securities or other financial instruments. Shiny bull and the author of this article do not accept culpability for losses and/ or damages arising from the use of this publication.

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