📅 11.04.2026 · 148% zysku na Intelu! W jakie spółki inwestuję w portfe... · 👁️ 14
"Guidance, meaning such a forecast for the entire year 2026, is revenues in RMB 600 million plus 18% year-over-year." "Guidance, czyli taka prognoza na cały 2026 rok no to przychody w remimbi 600 milionów plus 18% rok do roku. Także tu już widzimy, że tutaj nie ma jakiegoś tarnarandu, tylko tu już jest mega poprawa, prawda?"
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Login…komercyjnie działa i generuje całkiem przyzwoite przychody. Pierwszy zysk netto w ogóle i to i to w ramach zasad gap tych amerykańskich księgowości 10,5 miliona juana. Wcześniej były straty, marża brutto na poziomie 62%. Całkiem przyzwoicie. Także cały 2025 dzięki temu mega rewelacyjnemu czwartemu kwartałowi to jest wzrost prawie 12% rok do roku. Guidance, czyli taka prognoza na cały 2026 rok no to przychody w remimbi 600 milionów plus 18% rok do roku. Także tu już widzimy, że tutaj nie ma jakiegoś tarnarandu, tylko tu już jest mega poprawa, prawda? Czwarty kwartał jest rewelacyjny. Nieco poniżej oczekiwań niektórych analityków, ale to jest wciąż przyzwoicie. No i co? Marzec 2026 to oficjalny początek komercyjnych lotów pasażerskich tego modelu EH216. Najpierw bilety na loty widokowe w miejscowości Guang H. Mam nadzieję, że w miarę dobrze to wymieniłem. I to jest ten Ehang Future City i Hefe…
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"The stock market sooner or later discounts, as they say, or anticipates an improvement in economic conditions or better profits that will appear not even next year, but for example in 2028, since we are recording this at the beginning of 2026, I am talking here about a very long-term game where you can buy cheap companies that no one notices or most assume that they will still have time to buy, that before the improvement occurs, there will still be many months of such lethargy, and often one can be mistaken, because the price often rebounds a year or even a year and a half before the improvement in results, because the best informed, they are already observing it, they are closest to the management board or even people around the management board, right, or insiders can officially buy. One should also observe how the company presidents behave, whether they are buying more, whether key managers are buying shares, because this can be a valuable signal for us that an improvement is on the horizon. "
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