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Participaciones del usuario txebastian

txebastian 02/03/24 13:28
Ha respondido al tema Seguimiento acciones empresas alto crecimiento: NAGARRO SE (NA9)
Esta fue la respuesta, no se por que colocan ahí esa linea:Liabilities from contracts with customers - this item refers to the revenues we have already received for the subscriptions regarding future periods. An example is a customer who paid 12 thousand USD in July for the LiveChat annual subscription. We would have recognized six months of their payment as revenue (for July-December) already, and the remaining six months (6 thousand USD) would be booked under liabilities from contracts with the customers. Under this item, we book the revenues for all the products provided that the subscription duration exceeds the reported period. Most of these contracts are annual subscriptions, but we also have two- to three-year contracts signed by the sales team, which will be listed here as well. There is no risk associated with these contracts as we have already received the payments, and the clients received access to the products.Regarding the product pipeline, our newest addition was Insights, an add-on to LiveChat. We consequently improve our current products. The most crucial change was for ChatBot, where we rolled out a new version of ChatBot based on a stand-alone AI model in December. We focus very much on the suit product and actively look at possible monetization of API. We have not made the acquisitions in the past and are not currently planning to make one either. We have a strong belief in developing organically. However, we do not exclude such a possibility if something extraordinary is on the radar. Regarding dividends, our dividend policy is to pay out the highest possible part of the net profit as a dividend. We have a years-long track of dividend payments. https://investor.text.com/uploads/text-dividend-payment-history.xlsx
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txebastian 22/02/24 13:10
Ha respondido al tema Nvidia corporation (NVDA): Seguimiento de la acción
Mirando el 10K presentado de NVIDIA por encima:STATEMENT INCOMENTSNET INCOME 2022: 4368NET INCOME 2023: 29760DIFF: 6,81XBALANCETOTAL ASSETS2022: 411822023: 65728DIFF: 1,59XCASH FLOWSCASH AND CASH EQUILAVENTS AT END OF PERIOD2022: 33892023: 7280DIFF: 2,14XDANGER: La diferencia entre el incremento de cash y de beneficio es de 3X.Además, entre los riesgos que figuran en el 10K hablan entre otros de el mercado en el tiempo de mercado, cuando el FMI anticipa una recaida de PIB general (suelen casi clavarlo), y el tema de no conocer oferta y demanda anticipada y la competencia, cuando, como se está comentando más arriba están moviéndose muchas empresas para abaratar costes.También comentar, que esa subida de 6X, no se, yo no me la creo mucho.También me ha parecido ver por ahí recompra de acciones este año y el anterior, que se hace para subir el precio de la acción claro, además, si tan bien va el negocio, y tanta demanda existe, igual sería mejor usarlo en el propio negocio sin recomprar acciones, pero ésto también hay que analizarlo.NOTA: Ésta es mi humilde visión por encima, sin ningún consejo de nada.
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