Today's Important News Review | Dolphin Investment Research

0718 Dolphin Focus:

🐬 Individual Stocks

1. $Taiwan Semiconductor(TSM.US)

TSMC's latest financial report is overall positive, with a net profit of NT$ 247.85 billion in Q2 2024, a year-on-year increase of 36.3% and a quarter-on-quarter increase of 9.9%. Both revenue and gross margin exceeded market expectations, mainly driven by the increase in 3nm production due to demand from AI and other sectors. In terms of capital expenditure, the company has as scheduled raised the lower end of its previous expectations. Dolphin will provide a detailed analysis and interpretation tonight.

2. $NONGFU SPRING(09633.HK)

Nongfu Spring's stock price rebounded today. On the news front, the Hong Kong Consumer Council's official website issued a clarification statement and apologized for the issue of bromate. In addition, rumors of the resignation of Nongfu's long-time rival Wahaha's new leader Zong Fuli have been circulating, causing a stir. Nongfu Spring ultimately closed up by 6.48% today.

3. Dolphin Focus on Company Financial Report Analysis and Minutes

ASML: "ASML: Expecting High Landing Slowly, Unable to Catch up with the Market 'AI Dream'", "ASML: Expected EUV Shipments Similar to Last Year (FY24Q2 Conference Call Minutes)"

🐬 Leading Sectors

SH and SZ: Highway Passenger Transport, Education Services, Telecommunications Services;

HK: Water and Soft Drinks, Household Cleaning Products, Diversified Financial Services;

US: Textiles, Tires and Rubber, Packaged Foods and Meats.

🐬 Tomorrow's Focus

1. Netflix will release its financial report, and Dolphin will track and provide analysis.

Risk disclosure and statement for this article: Dolphin Research Disclaimer and General Disclosure