Weekly Investor Log - 2024 June Week 3

Informula
3 min readJun 23, 2024

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2024 June Week1 / Week 2

2024 May Week1/ Week 2/ Week3/ Week4/ Week5

Earning Reports

How to Use Sankey Chart to report business earnings via Python Plotly?
Part 1 / Part 2
Case Study:
NVDA / Dell / TSMC / MSFT / TSLA

CRWD FY25Q1 Earning Viz. CrowdStrike Holdings, Inc. is an… | by Informula | Jun, 2024 | Medium

ETF Forward PE (Updated on 6/22)

QQQ (Process): 24.83 (2025), 38.75 (Trailing), 7.75(PB)
SOXX (
Process): 24.06 (2025), 51.83 (Trailing), 4.08 (PB)
XLK (
Process): 26.63 (2025), 38.92 (Trailing), 10.44 (PB)
QCLN (
Process): 85.86 (2025), -20.49(Trailing), 1.26 (PB)
00878.TW (
Process): 15.22 (2025), 18.51 (Trailing), 2.00(PB)
006208.TW (
Process): 17.80 (2025), 24.12 (Trailing), 3.43 (PB)

Bonds Scanner (Updated on 6/22)

How to Extract Bonds Information? Part 1 / 2 / 3

Top 10 United States Treasury securities (based on Yield)

Top 20 Corporate Bonds (based on Yield)

Moving Average (Updated on 6/22)

Understand the level of cost — We looked into 20 ETFs’ (VT, VTI, XLP, 0050.TW, etc) moving average ranged from 250 days to 2500 days,

  • Tickers with price lower than 2500-Days MA

How to Create X-days Moving Average Chart in stock market via Python (Plotly & Pandas) Part1 / Part 2 / Part 3

Adding key large-cap tickers (6/22)

We took top large-cap tickers from ETF XLP, XLY, XLC, XLF, etc. and run the moving average ranged from 250 days to 2500 days. Here is the list meet the criteria (lower than 750 days or 1250 days or 2500 days).

Monthly YOY aggregated view (Revenue till 2024 May)

Reference — How to Extract Monthly Revenue Information in Taiwan Stock Exchange via Python?

Adding ASIC/ DRAM group/

MCU Group (6202.TW, 6206.TW, 5471.TW, 6494.TWO)

in thousands ($000)

ABF Group (3037.TW, 8046.TW, 3189.TW)

in thousands ($000)

GaAs Group (3105.TWO, 8086.TWO, 2455.TW)

in thousands ($000)

Passive components/ inductor / Resistor (2327.TW, 2492.TW, 3026.TW)

in thousands ($000)

ASIC (2454.TW, 3443.TW, 3035.TW, 2401.TW, 3661.TW, 6531.TW, 6533.TW, 6643.TWO)

in thousands ($000)

DRAM (3006.TW, 2408.TW, 2344.TW)

in thousands ($000)

Thank you!

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