$SMSH$SMSH.TA
Q2 earnings from Smart Shooter (from Aug 25), which triggered a sharp sell-off in the stock.
➢ Revenue $9.7m, +28.8% YoY
➢ Gross profit $4.8m, +13.7% YoY (GM: 49.7% vs. 56.3% in Q2/25)
➢ Operating profit $0.2m, -69.5% (OM: 2.5% vs. 10.4% in Q2/25)
🎯 Main
Rather a mixed earnings week for me so far. Here are a few quick thoughts on the numbers from
$HROW, $NRXS and $9337.T.
1️⃣ Harrow
➢ Although Harrow met analyst consensus with +11% YoY revenue growth, they missed their own guidance for the third consecutive quarter.
$458870.KQ
Great write-up by Jan on Seers, currently my 4th largest position. A few quick thoughts from me on the current situation:
As Jan correctly pointed out, the stock recently was hit hard by two factors simultaneously:
▫️the deleveraging of the Korean stock market amid
$URGN
The stock is currently up +18% following the strong earnings report. To follow up on my previous post, here is a quick summary of the key takeaways from the earnings call:
➢ There will be no formal full-year guidance for Zusduri for this fiscal year, as management wants
