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  • While Yuan didn't provide an exact figure, the takeaway here is this: Zoom provides a critical product, and its market opportunity has expanded in the wake of the pandemic, driven by use cases like remote work, remote learning, telemedicine, and social interaction between friends and family.

    👍👍👍👍👍

  • Last year, Zoom's revenue reached $2.7 billion, up 326% from the prior year. That strong growth helped the company crush its internal guidance of $905 million to $915 million, as well as the estimates of Wall Street analysts. Moreover, it helped Zoom solidify its spot as the market leader in the video conferencing space, topping rival products from the likes of Cisco Systems and Microsoft.

    In 2019, Zoom CEO Eric Yuan estimated the company's total addressable market (TAM) at $43 billion by 2022, but that was before the coronavirus disrupted life on a level that was previously inconceivable. In early 2020, Yuan updated his estimate, saying: "One thing we know for sure is the TAM [is] bigger than we saw it before."

  • Zoom's unified communications platform enables users to share content and interact through video, voice, and chat, regardless of device or location.

    Last year, as the pandemic forced businesses and schools to close, employees and students turned to Zoom Meetings to facilitate remote work. That translated into accelerating customer growth.

    Notably, Zoom Phone -- the company's cloud-based phone system -- was actually the fastest-growing product in the fourth quarter. But its other products have the potential to be just as meaningful. For instance, Zoom Rooms combines Zoom Meetings with third-party hardware to transform corporate offices into modern video conferencing suites. This product facilitates teamwork through content sharing and interactive whiteboarding, and it could see strong adoption as more employees return to work.

  • “Zoom Video Communications, Inc. is a cloud-based software company providing a video-first platform for communication. Shares of Zoom declined during the fourth quarter on profit-taking following the strong run in the stock because of accelerated pandemic-driven Zoom adoption, revenue growth, and free cash flow generation. We retain conviction as Zoom remains a leading player in disrupting the $100 billion unified communications market with its scalable, globally distributed, cloud-based, video-first offering, while its well-known brand (Zoom is now a verb!) should enable it to grow profitably as it takes market share.”

  • Let’s now start reviewing the 10 best stocks to buy now according to quant billionaires. These stocks are the top picks of quant billionaires John Overdeck and David Siegel.

    10. Zoom Video Communications, Inc. (NASDAQ: ZM)

    The quant hedge fund raised its stake in Zoom Video Communications, Inc. (NASDAQ: ZM) by 186% in the fourth quarter to 1.01% of the 13F portfolio. The firm first initiated a position in the video calling company in Q4 of 2019. The share price of Zoom Video fell significantly in the December quarter and extended the downtrend into 2021. Its shares are down 33% in the last six months.

    Baron Opportunity Fund, which returned 23.02% (institutional shares) in Q4, highlighted a few stocks including Zoom Video in the fourth-quarter investor letter. Here’s what Baron Opportunity Fund stated:

  • The study’s findings complemented a separate study by Indeed.com, which recently found that remote job postings doubled over the last year.

    “Postings are more than twice as likely to mention remote work now as before the pandemic,” said an Indeed blog post published on Wednesday.

    “While remote work remains unfeasible in many areas, like food service and beauty & wellness, it has increased dramatically in sectors where it had been rare, like therapy, finance, and law,” it added.

    In fact, a small but growing number of CFOs expect to ramp up hiring and hike salaries, according to Deloitte’s data. Expectations for hiring rose to 2.7% from 1.7% in Q4 of 2020 — led by the U.S., with domestic wages rising by 3.1% in the world’s largest economy.

    Sentiment was even more constructive for China, where 51% of those surveyed rate the economy as good, and 53% expect the world’s second-largest economy to be “better or much better” in a year.

    ZOOMの見通しは非常に明るいですよ👌😄

  • Deloitte’s survey found that the overwhelming majority of CFOs (73%) expect travel expenses to fall by at least 50%, underscoring how remote applications like Zoom (ZM), Slack (WORK), Skype (MSFT) and G-chat (GOOG, GOOGL) have become de rigueur in the work-from-home revolution — and are likely to outlast the pandemic.

    In the face of worries from Wall Street titans like JPMorgan Chase (JPM) and Goldman Sachs (GS) about the impact of telecommuting ad infinitum on work culture, nearly half of the executives surveyed by Deloitte expect fewer employees on site for a full work week. That poses major implications for offices in big cities that remain mostly vacant since the pandemic was declared in March 2020.

    “There’s no question about it. Most CFOs expect to have a significantly lower footprint in office space, and we see that trend continuing,” Steve Gallucci, Deloitte’s U.S. national managing partner and head of its CFO program, said on a conference call with reporters.

    👍

  • Javier E. David·Editor focused on markets and the economy
    Thu, March 18, 2021, 9:00 PM

    Chief financial officers are far more optimistic about 2021 than they were last quarter, according to a new survey by Deloitte, which revealed how certain work trends associated with the COVID-19 pandemic may persist, even as the economic threat from the virus slowly recedes.

    Deloitte’s first-quarter CFO Signals survey, which gauges over 100 of North America’s top financial officials, found that 67% of CFOs are “somewhat or significantly more” positive about what 2021 has in store for their companies.

    With markets hitting new highs as mass vaccination efforts in the U.S. hit their stride, Deloitte found that annual revenue expectations hit their highest levels in a decade. Meanwhile, 29% rate the recovering U.S. economy as “good” — up sharply from 18% in Q4.

    続く

  • In fact, Wall Street has never had higher hopes for profits, eclipsing the prior highs of December 2009 and February 2002. Importantly, these highs in profit expectations occurred toward the beginning of long, sustained economic and market recoveries.

    Finally, Wall Street also maintains a very bullish view for stocks this year. In a separate note, BofA projects the S&P 500 to reach 4065, which would reflect an additional 2.6% upside from Tuesday's close. The BofA Bull & Bear Index, a contrarian indicator for stocks that flipped bullish in August and remains in neutral, is also still saying it's not time to sell.

    😃😃😃😃😃

  • Still bullish on stocks long-term
    BofA respondents also no longer see COVID-19 as the biggest headwind to risk markets. That's a welcome change for the first time in a year. Instead, they're worried about inflation and a taper tantrum in the bond market, which would come as the Fed puts the breaks on the economy. Further, only 15% of those surveyed think we're in a bubble — meaning there's more potential gas for the risk rally.
    When it comes to the economy writ-large, respondents still overwhelmingly expect it to leapfrog the low-to-medium growth that characterized the prior decade. A record 89% expect a V-shape boom for GDP, according to BofA.

    Expectations for corporate profits are running high as well.

    👍😆

  • Expectations for a higher yield curve, while elevated, are down from a peak of 66%. Even if the 10-year climbs to 2%, if short-term rates rise faster, the curve could actually flatten, which is bullish for growth stocks.
    Bottom line: The flows out of growth and into cyclicals may be overdone, such that a quick spike to 2% in the 10-year is quickly reversed with a flattening yield curve. In this scenario, we could see a renewed multi-week rotation into the growth and tech trades.

    👌😄

  • こんなのがあった😱
    https://www.epochtimes.jp/p/2020/11/64716.html

    神だの悪魔だの天だの、完全なる新興宗教でありサイコですね。
    こんなものを政治に持ち込む?
    これを信じる人が居るなんて、びっくりを通り越して言葉も出ない🙄

  • >>No. 92

    書き方悪かったかな…いずれにせよ金融部門を除いた数値は今や意味ないです。
    そして、貸出し比率がメガバンクと比べて低く、、、金融部門のメインはこれから淘汰が始まると言われている生保部門。
    なのに自己資本比率は20%以下で、今回のソニーグループ化は、これから来るであろう金融危機に対して全体で生損保・銀行業務を守ろうとしている様にも思えるが、その支え事業部門の自己資本比率でさえ50%を割っているって…私は先ほど全株売りました。

    まぁ判断はそれぞれですのでね。

  • >>No. 943

    有難うございます。

    確かに、急変の大きさによってはトレンドを瞬時に変える事がありそうですね。

    あと、私見も含めてですが、今のマスコミ報道は(特に)相当の煽り感を覚えます。
    当然ほぼ全ては政治で動いていますが、外出制限にせよ営業自粛要請などにせよ、民放やメジャーなマスコミ各社がこぞって同じ方向性の報道になっている割に、日本はCOVID-19の犠牲者が徹底的に少ない。
    余りにも大袈裟です。

    妄想ですが、USを中心とした欧米諸国から、日本も歩調を合わせて経済停滞しろと言われて協調しているような気がしてなりません🤔

  • >>No. 939

    横ヤリすみません。
    総論的には異論無いのですが、少しだけ…債権のイールド現象も金/銀(プラチナも)価格比率にしても、一瞬で(逆にも順にも)大きく動きますので、スキャロッピングや少なくともデイかスウィングの人位しか大した気にして無いような気がするんですが…
    数週間〜数ヶ月、年単位で投資を行う投資家達にとっては、そこは横目で見つつも、投資企業のPLやBSは元より自己資本比率や業界やそこの中でのシェア製品力など書けばキリがない様々な要素の方が大切かと思います。
    もちろん今回のように社会情勢が引っくり返る事態が発生した瞬間の現時点では世界金融指標も大事なのは分かるんですが…

  • 実に明確な資本主義(競争社会)へやっと進みそうで、総論的にFavorableです。
    今の日本は半資本・半共産主義で、儲けた人からの搾取がハンパないですから😓

  • さすがにとっくに利確してるでしょう。

    恐らく今月中に今の半値程度には行き、そのままコンタンゴが続き、来月後半には4000〜5000円台突入😑

  • COVID-19の終息にワクチンを唱える人がまだ居るみたいだけど、ワクチンなんて現実的じゃない事を常識人は皆知っているでしょう。
    インフルエンザにせよマイコプラズマ肺炎などにせよワクチンなんて実は機能してない事を皆分かってるんだから。
    ワクチンワクチンって言ってる人は、とにかくCOVID-19騒ぎが終息して欲しくないだけな事は書き込み文面から容易に読み取れます。

    そして、こういう逆張り系のETNやETFのホルダーはとかく大袈裟かつネガティヴにネガティヴに社会情勢を捉えがちだけど(此処に頻繁に冷静な振りして書き込んでる皆さん、貴方達の事です)もう完全に時代遅れですよー。

    もちろん、まだまだ経済不安(特にインフレ不安と第二波をきっかけとした二番底不安)は払拭されてませんが、そういったものが顕在化し、再びダウやNKに悪影響が出る頃には此処は400円前後ですから。
    そしてCOVID-19騒ぎに慣れ切った投資家マインドセットからすると騰がっても3倍も行かないでしょう。

    FRBや日銀の株価対策に文句を言ってるのも、ここや1552をホールドし続けてしまっているからでしょう🤣
    だいたい、客観的に見て、指標を実株価が20%上回ってるって、一番のバブル株は此処だという事に気付くべきでは??🧐

  • >>No. 922

    野村の指数上はとっくに3桁になってて、850円近辺をウロウロしてるんだけど、結構強烈な買い支えが入ってるので実際の株価は指数よりプラス200円前後で推移し続けてる。
    ある意味、減価を気にするタイミングではない強さがあると言えるのかも?💦

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