Latest ideas and analyses related to price increase

You may also enter '* TRADES' to see all trade recommendations, '* QUESTIONS' to see all questions, and '* COMMENTS' to see all comments.
ALL

+10 pts



Price Hikes Accelerated in August and Cat Losses Were Low

By realjoe on Sept. 16, 2022, 3:23 p.m.
Tagged topics: price increase

Views: 1, Votes: 1, Responses: 0, Attachments: 1
AMZN , SPOT , NFLX

+36 pts



Music in the Air: Amazon Music raising price in major markets; positive implications for industry

By ethonomics on April 8, 2022, 6:41 p.m.
Tagged topics: price increase

Views: 41, Votes: 3, Responses: 0, Attachments: 1
XPEV

+32 pts



$XPEV - Price hikes coming, help offset inflation

By cassie on March 21, 2022, 11:56 a.m.
Tagged topics: price increase

Views: 14, Votes: 2, Responses: 0, Attachments: 1
NFLX

+45 pts



$NFLX price increases will sacrifice some subs, but most of them will come back; FCF inflection in 2022 will provide valuation support

By mooreideas on Jan. 18, 2022, 12:27 p.m.
Tagged topics: price increase

Views: 332, Votes: 6, Responses: 0, Attachments: 2
PYPL

+1 pts



oayoak us a buy...

By arieltaieb21 on Nov. 2, 2021, 9:24 p.m.
Tagged topics: price increase , fintech , Jefferies , Venmo , BNPL

Views: 1, Votes: 1, Responses: 0, Attachments: 0
AMD , ADI , MCHP , ON , PI

+36 pts



Goldman believes semiconductor suppliers well positioned to pass through cost inflation from $TSMC wafer price hikes

By bbern3 on Sept. 22, 2021, 11 a.m.
Tagged topics: price increase , supply constrained , Goldman Sachs , semiconductors

Views: 422, Votes: 3, Responses: 0, Attachments: 2
TSM

+1 pts



There is no alternative to TSM....

By bazolede@digital10network.com on Sept. 9, 2021, 5:56 p.m.
Tagged topics: capex , price increase , Jefferies , semiconductors

Views: 1, Votes: 1, Responses: 0, Attachments: 0
TSM

+35 pts



$TSMC - Jefferies says TSMC could raise capex again, expects money to flow back to TSMC in 2022

By bbern3 on Sept. 7, 2021, 12:40 p.m.
Tagged topics: capex , price increase , Jefferies , semiconductors

Views: 275, Votes: 2, Responses: 1, Attachments: 2
TSM

+31 pts



$TSMC - Jefferies believes TSMC is trying to improve cashflows as it bids to cut supplier costs 15% and raise prices

By bbern3 on Sept. 2, 2021, 12:02 p.m.
Tagged topics: price increase , cost efficiencies , Jefferies , semiconductors , Taiwan

Views: 163, Votes: 1, Responses: 0, Attachments: 2
MSFT

+34 pts



$MSFT - Goldman says Office 365 price increases will provide a tailwind to CY22 growth and margins

By mooreideas on Aug. 24, 2021, 12:02 p.m.
Tagged topics: price increase , big tech , Goldman Sachs , Office 365

Views: 270, Votes: 2, Responses: 0, Attachments: 2
AAPL , INTC , TSM

+1 pts



Buy opportunity...

By GandalfBTG on Aug. 11, 2021, 2:34 p.m.
Tagged topics: price increase , analyst checks , JP Morgan , semiconductors

Views: 4, Votes: 1, Responses: 0, Attachments: 0
TSM , INTC , AAPL

+36 pts



$TSMC - JP Morgan says price increases likely in 2022, and sees strong 3nm pipeline building up already

By bbern3 on Aug. 10, 2021, 9:27 a.m.
Tagged topics: price increase , analyst checks , JP Morgan , semiconductors

Views: 237, Votes: 2, Responses: 1, Attachments: 2
PYPL

+35 pts



$PYPL - Jefferies believes price changes already baked into FY21 guide, but estimates 3ppt tailwind to FY22 and FY23 revenue growth

By realjoe on June 30, 2021, 7:52 a.m.
Tagged topics: price increase , fintech , Jefferies , Venmo , BNPL

Views: 177, Votes: 2, Responses: 1, Attachments: 6
PYPL , SHOP

+32 pts



$PYPL - Morgan Stanley estimates pricing changes unlikely to impact near-term results, expect upside to fund further expansion of services

By realjoe on June 25, 2021, 11:25 a.m.
Tagged topics: price increase , digital wallets , fintech , Morgan Stanley

Views: 212, Votes: 1, Responses: 0, Attachments: 2
PYPL

+30 pts



$PYPL - JP Morgan believes the price increases reflect the rising value of PayPal's network

By realjoe on June 21, 2021, 11:51 a.m.
Tagged topics: price increase , network effect , fintech , JP Morgan

Views: 206, Votes: 1, Responses: 0, Attachments: 1
PYPL

+31 pts



$PYPL - Deutsche expects pricing changes will impact primarily US small businesses, sees similar changes for international SMBs next year

By realjoe on June 21, 2021, 11:47 a.m.
Tagged topics: price increase , eCommerce , fintech , Deutsche Bank , BNPL

Views: 173, Votes: 1, Responses: 0, Attachments: 5
AMZN

+34 pts



$AMZN - JP Morgan estimates the value of a Prime subscription increased to $1,000/year, and believes a Prime price increase is coming (deep dive)

By mooreideas on June 16, 2021, 10:51 a.m.
Tagged topics: valuations , price increase , Amazon Fresh , Prime members , deep dive , JP Morgan

Views: 290, Votes: 1, Responses: 0, Attachments: 26
US Macro

+32 pts



Goldman expects drivers of recent price spikes (demand, semi shortage, labor shortage) to diminish over the next few quarters, but not commodities

By phenphen on June 14, 2021, 1:13 p.m.
Tagged topics: price increase , post-COVID , pandemic spending , Goldman Sachs , semi shortage , inflation fears , labor shortage

Views: 177, Votes: 2, Responses: 0, Attachments: 8
ALLY , SC

+31 pts



$ALLY, $SC - auto lending market very strong despite higher auto prices and limited inventory; ALLY and SC biggest beneficiaries

By phenphen on June 2, 2021, 1:56 p.m.
Tagged topics: price increase , fintech , Piper Sandler , auto supply shortages , auto lending

Views: 197, Votes: 1, Responses: 0, Attachments: 16
AAP , GPC , ORLY

+30 pts



$AAP - Goldman does rare double-upgrade from Sell to Buy saying discount valuation have not caught up to improved fundamentals

By cassie on May 4, 2021, 6:16 p.m.
Tagged topics: buying opportunity , price increase , discount valuation , Goldman Sachs , DIY auto industry , reopening beneficiaries , auto parts retailers

Views: 163, Votes: 1, Responses: 0, Attachments: 14