Ivan Maljkovic

Owner & founder Republica Investments

[Ivan Maljkovic @ivan_brussels]

The true players of the stock market game.
From 'The Money Game' https://t.co/byxgpfdEsy

[Ivan Maljkovic @ivan_brussels]

Apple Q2 2023 earnings $AAPL

•EPS $1.52 vs. $1.43 Est.
•Revs. $94.80B vs. $92.96B Est.
•Hikes dividend 4%, authorizes additional buyback of 90B

https://t.co/pe3Rm7x3Cl

[Ivan Maljkovic @ivan_brussels]

IEA’s annual Global EV Outlook

• EV share of the overall car market has increased from around 4% in 2020 to 14% in 2022, and is set to increase to 18% this year
• 60% of global EV sales in 2022 took place in China

https://t.co/VfBmRSwj6d

[Ivan Maljkovic @ivan_brussels]

“HSBC estimate sales at Tiffany have grown from just under $4bn in 2019, before the deal and the pandemic, to $5.1bn in 2022, and are forecast to hit about $7.5bn in 2025.”

https://t.co/befN0d4mKS

[Ivan Maljkovic @ivan_brussels]

Amazon Q1 2023 earnings $AMZN

• EPS: $0.31 (Estimate: $0.22)
• Revenue: $127.4B (Estimate: $124.55B) / up 9% YoY
• AWS sales +16% YoY

https://t.co/3ZpioLkXhZ

[Ivan Maljkovic @ivan_brussels]

“In Q1 2023, Apple recorded the biggest share in the China smartphone market, increasing sales by 6% YoY in a declining market.”

https://t.co/Iu0bukz4LE

[Ivan Maljkovic @ivan_brussels]

Meta Q1 2023 earnings slides

https://t.co/odzTweAuCS

[Ivan Maljkovic @ivan_brussels]

Meta Q1 2023 earnings $META

• Revenue: $28.65B (Estimate: $27.67B)
• EPS: $2.20 (Estimate: $2.01)
• Sees Q2 revenue $29.5B to $32B (Est. $29.48B)
• 3.02 billion daily active users across its family of apps, +5% YoY

[FSMN @faststocknewss]

*ALPHABET 1Q EPS $1.17, EST. $1.09

1Q REV. $69.79B, EST. $68.99B

1Q GOOGLE AD REV. $54.55B, EST. $53.79B

YOUTUBE ADS REV. $6.69B, EST. $6.65B

1Q GOOGLE CLOUD REV. $7.45B, EST. $7.46B

1Q GOOGLE SERVICES REV. $61.96B, EST. $61.27B $GOOGL

[Ivan Maljkovic @ivan_brussels]

@SleepwellCap Correct. Brands sitting within LVMH dominate in terms of high price points, while Kering leads the way in accessibility.

[Ivan Maljkovic @ivan_brussels]

“Revenues at Kering - which owns brands including Gucci and Saint Laurent - grew by 1 per cent to €5.1bn on a comparable year on year basis in the first three months of 2023, far behind Hermès’ 23 per cent and LVMH’s 18 per cent.”

https://t.co/rAUCb4u0yH

[Ivan Maljkovic @ivan_brussels]

@LibertyRPF Some sources also claim that the word 'soldier' is actually taken from 'sal dare' in Latin, which means “to give salt”.

[Ivan Maljkovic @ivan_brussels]

Giverny Capital Asset Management Investment Letter Q1 2023

$SCHW $FRC

https://t.co/ognBo3BB1i

[Ivan Maljkovic @ivan_brussels]

UniCredit on the oil and natural gas markets

https://t.co/Q3citkCE5T

[Patrick OShaughnessy @patrick_oshag]

I’ve played a lot of video games in my day, and knew very little of this history

I loved the individual franchise stories, especially Madden and FIFA

@ReustleMatt and @the10thmanbb break it down:

https://t.co/JgcZFFjQr7

[Ivan Maljkovic @ivan_brussels]

@papetorh LVMH is indeed very expensive at the moment, just like Hermès

[Ivan Maljkovic @ivan_brussels]

LVMH Q1 2023 earnings $MC.PA

• Revenue of €21.04bn, +17% YoY (vs analyst expectations for 8% growth)
• Strong sales in Europe and Japan, rebound in China
• Robust performance of Louis Vuitton, Dior, Bulgari and Tiffany & Co

https://t.co/iXsxyOfjFB

[Ivan Maljkovic @ivan_brussels]

LVMH Q1 2023 earnings slides

https://t.co/1Trssy8OKi

[Ivan Maljkovic @ivan_brussels]

Octahedron Capital presentation - A Few Things We Learned, Q1 2023

https://t.co/USbmqnM06K

[Ivan Maljkovic @ivan_brussels]

Lazard’s quarterly outlook on emerging markets

https://t.co/axYPWDLdeS

[Ivan Maljkovic @ivan_brussels]

@pevanryckeghem @lketelair Den tv morgen wat luider zetten voor de ‘ziggezagge, ziggezagge, Anderlecht’