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Toby_Chua

Toby_Chua

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04-06

Party wine n dine till the music stops

Inflation May Not Fall for Months. Here's What That Means for Investors

04-05

Value lie in the eyes of beholders

Is Alibaba Stock Worth Buying at a 30% Discount?

02-16

$Mapletree Log Tr(M44U.SI)$

02-10

Capital boosting in play money makes more money

U.S. Weekly Review: Stock Market Hits Highs As AI Plays Arm, Palantir Skyrocket

02-10

May the dragon year bring up the mighty Chinese n hkg stocks dragons

02-09

Shorties back in force[RIP]

Alibaba Cut at Macquarie As Defense and Expansion Caps Earnings Upside

02-08

Stabilize n accumulation phase with 1 to 3 years horizon for HKD 100 break up

Sorry, the original content has been removed

02-03

Long patience is required to invest in Chinese stocks with no guarantee of success

Alibaba Considers Sale of Consumer Assets Including Freshippo, RT-Mart - Sources

01-27

It is better to have good feng shui to have positive energy to enjoy the life journey and better use it to overcome life obstacles n helping those in needs along the way

01-25

Good for airlines transport retail food n beverage industries

China, Singapore to Implement 30-Day Visa-Free Policy From Feb. 9

01-25

$Mapletree Log Tr(M44U.SI)$

01-25

$Mapletree Log Tr(M44U.SI)$

01-23

China does not believe in printing more money to boost short term growth like what has been done in the west. They are deleveragging responsibly which needs time but the market does not have the patience n pull the funds out to buy higher high Japan n USA markets. Unfortunately Chinese bullets are not as much as western funds which draw or suck in money from whole world to manipulate the play book. Once Chinese n HKG shares are driven down to attractive level they would arrive to mob up the shares n control the board n companies... history is repeating itself like what Japan faced in early 1990.... hopefully China can put up a good fight n God bless them

Sorry, the original content has been removed

01-22

Funds liquidated from hkex n bought Japan n USA high goes higher low gets lower as usual human nature of greed n fear

Sorry, the original content has been removed

01-06

Sentiment is bearish for this January as the valuation for US tech stocks are over stretched ...

01-06

I would opt for Ping An currently beaten down to multi-year support level of around HK$33....it should revert to it's valuation mean $50 level within 2024 for about 50% capital gain n not forgetting its juicy dividend yield of 8%

01-03

$PING AN(02318)$ hovering at multi-year support level

2023-12-29

It will as some profits from stocks will be diverted to Bitcoin for diversification plus riding on bullish market mood ... bullish emotion lift all boats

2023-12-29

I would vote for reversion as the market will reverse to it's means over time

2023-12-28

$PING AN(02318)$ bullish trend to HK$50 by mid January reporting

Go to Tiger App to see more news

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wine n dine&nbsp;till the music stops","listText":"Party&nbsp; wine n dine&nbsp;till the music stops","text":"Party wine n dine till the music stops","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/292291276107968","repostId":"2425592648","repostType":4,"repost":{"id":"2425592648","weMediaInfo":{"introduction":"Dow Jones publishes the world’s most trusted business news and financial information in a variety of media.","home_visible":0,"media_name":"Dow Jones","id":"106","head_image":"https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99"},"pubTimestamp":1712372400,"share":"https://www.laohu8.com/m/news/2425592648?lang=&edition=full","pubTime":"2024-04-06 11:00","market":"us","language":"en","title":"Inflation May Not Fall for Months. Here's What That Means for Investors","url":"https://stock-news.laohu8.com/highlight/detail?id=2425592648","media":"Dow Jones","summary":"‘The case for runaway inflation is still not there, and instead it is asset prices that could run out of control,’ one trader saysInflation traders expect annual headline CPI readings to remain above ","content":"<html><head></head><body><p>‘The case for runaway inflation is still not there, and instead it is asset prices that could run out of control,’ one trader says</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/24e701f7b98f46559524b0ee70067285\" alt=\"Inflation traders expect annual headline CPI readings to remain above 3% for more than a year, starting from last June.\" title=\"Inflation traders expect annual headline CPI readings to remain above 3% for more than a year, starting from last June.\" tg-width=\"465\" tg-height=\"429\"/><span>Inflation traders expect annual headline CPI readings to remain above 3% for more than a year, starting from last June.</span></p><p>Now that March’s shockingly strong official jobs report is in hand, traders are expecting five more months of consumer-price index reports to show no further progress being made on the annual headline rate of U.S. inflation.<br/><br/>That rate is seen as likely to come in between 3.2% and 3.4%, starting with next Wednesday’s data for March and stretching through the August release of July’s CPI figures to extend the current nine-month streak of readings at or above 3%. Although the Federal Reserve prefers to focus on core readings from another gauge known as the personal-consumption-expenditures index, or PCE, the CPI numbers matter because of their influence on household expectations.<br/><br/>Despite the expected lack of progress in the Federal Reserve’s efforts to bring inflation sustainably back to its 2% target and the risk that inflation might go higher from here, “we still may not have any major asset-price depreciation,” said trader Gang Hu of New York hedge fund WinShore Capital Partners.<br/><br/>Hu has made a string of prescient calls in the past few years that make his views worth paying attention to. In February of 2023, he said inflation could easily take more than a year to decline by enough for the Fed to cut rates, which has turned out to be the case. In early July of the same year, Hu said markets were caught in a “self-defeating feedback loop” on inflation that made it likely the Fed would need to keep raising rates from levels of 5%-5.25%. Less than three weeks later, the Fed delivered another quarter-point increase, lifting its fed-funds rate target to 5.25%-5.5%, where it has remained since.<br/><br/>A year before that, in July 2022, the trader said inflation “is going to be stickier than most people imagine’’ — another take that has come to pass.<br/><br/>Now, Hu lays out a case for why the U.S. economy and financial markets appear to be shifting into a new stage of the current inflation era, one in which prices on all major assets can continue to climb even if the Fed can’t put a meaningful dent in price gains or start cutting interest rates. He boils it down to a combination of different factors — ranging from a greater division between winners versus losers among American businesses, $1.2 trillion in fiscal support that was signed into law by President Joe Biden in March, and a surge of immigration that’s helping the world’s largest economy to keep generating jobs.<br/><br/>Friday’s nonfarm-payrolls report showed the U.S. economy created 303,000 jobs in March, or 50% more than had been expected by economists. That capped off a week in which persistent inflation concerns stemming from a string of hotter-than-expected data translated into what’s known as a reflation trade — sending long-term Treasury yields to November highs, crude oil to its highest since October, and the Dow Jones Industrial Average to its worst day in more than a year on Thursday.<br/><br/>Thursday’s trading — which reflected fears about the prospect of higher-for-longer interest rates and tensions between Israel and Iran — gave way to a different kind of sentiment on Friday. On the final trading day of the week, investors, traders and analysts looked at March’s strong jobs report as good news, while sticking with the notion that inflation won’t likely be a major problem in the months ahead.<br/><br/>Even traders of derivatives-like instruments known as fixings, who are expecting 3%-plus CPI reports into summer, did not seem to be broadcasting any alarm over the trajectory of price gains yet.<br/><br/>“My thoughts are that the strength of the economy is a little surprising, and a lot of it is about fiscal spending,” Hu said via phone on Friday after the March jobs report. “This kind of support will certainly generate an inflation issue or at least an inflation risk. But the case for runaway inflation is still not there, and instead it is asset prices that could run out of control.”<br/><br/>A U.S. economy supported by fiscal policy “separates the winners from losers, and there will be winners and losers,” he said. Hu puts major technology companies in the first camp because they probably “don’t care” whether interest rates are “3%, 4% or 5%.” Meanwhile, smaller companies, such as startups, tend to land in the second camp, along with U.S. consumers, who are struggling with higher interest payments following the Fed’s string of rate hikes in 2022 and 2023, he said.<br/><br/>The addition of millions of immigrants to the labor force over the past few years is also helping the U.S. to create more jobs than might otherwise be the case and to keep growing without overheating, according to economists.<br/><br/>This all adds up to “what will probably mean more asset inflation than consumer inflation,” according to Hu.<br/><br/>“U.S. inflation doesn’t get to the 2% target and the Fed’s job becomes harder,” requiring policy makers to keep a lid on expectations by talking tough about the price-stability side of their dual mandate without necessarily following through on their median forecast for three quarter-point rate cuts this year, he said. “Because the economy will be so bifurcated between winners and losers, the Fed’s economic models might be less useful and there will be too much uncertainty over what the central bank should do” as long as inflation trends around 3%.<br/><br/>A week ago, the Dow Jones Industrial Average and S&amp;P 500 ended at record highs to cap solid first-quarter performances.<br/><br/>April has gotten off to a shakier start, however. Though investors responded positively to the March jobs report by sending all three major stock indexes to higher finishes on Friday, the Dow Jones Industrial DJIA, S&amp;P 500 and Nasdaq Composite all ended lower for the week. Meanwhile, Treasurys sold off, pushing 10- and 30-year yields to the highest closing levels since Nov. 27. Gold hit another all-time high and oil prices secured an almost 5% weekly gain.</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Inflation May Not Fall for Months. Here's What That Means for Investors</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nInflation May Not Fall for Months. Here's What That Means for Investors\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Dow Jones </p>\n<p class=\"h-time\">2024-04-06 11:00</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>‘The case for runaway inflation is still not there, and instead it is asset prices that could run out of control,’ one trader says</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/24e701f7b98f46559524b0ee70067285\" alt=\"Inflation traders expect annual headline CPI readings to remain above 3% for more than a year, starting from last June.\" title=\"Inflation traders expect annual headline CPI readings to remain above 3% for more than a year, starting from last June.\" tg-width=\"465\" tg-height=\"429\"/><span>Inflation traders expect annual headline CPI readings to remain above 3% for more than a year, starting from last June.</span></p><p>Now that March’s shockingly strong official jobs report is in hand, traders are expecting five more months of consumer-price index reports to show no further progress being made on the annual headline rate of U.S. inflation.<br/><br/>That rate is seen as likely to come in between 3.2% and 3.4%, starting with next Wednesday’s data for March and stretching through the August release of July’s CPI figures to extend the current nine-month streak of readings at or above 3%. Although the Federal Reserve prefers to focus on core readings from another gauge known as the personal-consumption-expenditures index, or PCE, the CPI numbers matter because of their influence on household expectations.<br/><br/>Despite the expected lack of progress in the Federal Reserve’s efforts to bring inflation sustainably back to its 2% target and the risk that inflation might go higher from here, “we still may not have any major asset-price depreciation,” said trader Gang Hu of New York hedge fund WinShore Capital Partners.<br/><br/>Hu has made a string of prescient calls in the past few years that make his views worth paying attention to. In February of 2023, he said inflation could easily take more than a year to decline by enough for the Fed to cut rates, which has turned out to be the case. In early July of the same year, Hu said markets were caught in a “self-defeating feedback loop” on inflation that made it likely the Fed would need to keep raising rates from levels of 5%-5.25%. Less than three weeks later, the Fed delivered another quarter-point increase, lifting its fed-funds rate target to 5.25%-5.5%, where it has remained since.<br/><br/>A year before that, in July 2022, the trader said inflation “is going to be stickier than most people imagine’’ — another take that has come to pass.<br/><br/>Now, Hu lays out a case for why the U.S. economy and financial markets appear to be shifting into a new stage of the current inflation era, one in which prices on all major assets can continue to climb even if the Fed can’t put a meaningful dent in price gains or start cutting interest rates. He boils it down to a combination of different factors — ranging from a greater division between winners versus losers among American businesses, $1.2 trillion in fiscal support that was signed into law by President Joe Biden in March, and a surge of immigration that’s helping the world’s largest economy to keep generating jobs.<br/><br/>Friday’s nonfarm-payrolls report showed the U.S. economy created 303,000 jobs in March, or 50% more than had been expected by economists. That capped off a week in which persistent inflation concerns stemming from a string of hotter-than-expected data translated into what’s known as a reflation trade — sending long-term Treasury yields to November highs, crude oil to its highest since October, and the Dow Jones Industrial Average to its worst day in more than a year on Thursday.<br/><br/>Thursday’s trading — which reflected fears about the prospect of higher-for-longer interest rates and tensions between Israel and Iran — gave way to a different kind of sentiment on Friday. On the final trading day of the week, investors, traders and analysts looked at March’s strong jobs report as good news, while sticking with the notion that inflation won’t likely be a major problem in the months ahead.<br/><br/>Even traders of derivatives-like instruments known as fixings, who are expecting 3%-plus CPI reports into summer, did not seem to be broadcasting any alarm over the trajectory of price gains yet.<br/><br/>“My thoughts are that the strength of the economy is a little surprising, and a lot of it is about fiscal spending,” Hu said via phone on Friday after the March jobs report. “This kind of support will certainly generate an inflation issue or at least an inflation risk. But the case for runaway inflation is still not there, and instead it is asset prices that could run out of control.”<br/><br/>A U.S. economy supported by fiscal policy “separates the winners from losers, and there will be winners and losers,” he said. Hu puts major technology companies in the first camp because they probably “don’t care” whether interest rates are “3%, 4% or 5%.” Meanwhile, smaller companies, such as startups, tend to land in the second camp, along with U.S. consumers, who are struggling with higher interest payments following the Fed’s string of rate hikes in 2022 and 2023, he said.<br/><br/>The addition of millions of immigrants to the labor force over the past few years is also helping the U.S. to create more jobs than might otherwise be the case and to keep growing without overheating, according to economists.<br/><br/>This all adds up to “what will probably mean more asset inflation than consumer inflation,” according to Hu.<br/><br/>“U.S. inflation doesn’t get to the 2% target and the Fed’s job becomes harder,” requiring policy makers to keep a lid on expectations by talking tough about the price-stability side of their dual mandate without necessarily following through on their median forecast for three quarter-point rate cuts this year, he said. “Because the economy will be so bifurcated between winners and losers, the Fed’s economic models might be less useful and there will be too much uncertainty over what the central bank should do” as long as inflation trends around 3%.<br/><br/>A week ago, the Dow Jones Industrial Average and S&amp;P 500 ended at record highs to cap solid first-quarter performances.<br/><br/>April has gotten off to a shakier start, however. Though investors responded positively to the March jobs report by sending all three major stock indexes to higher finishes on Friday, the Dow Jones Industrial DJIA, S&amp;P 500 and Nasdaq Composite all ended lower for the week. Meanwhile, Treasurys sold off, pushing 10- and 30-year yields to the highest closing levels since Nov. 27. Gold hit another all-time high and oil prices secured an almost 5% weekly gain.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".DJI":"道琼斯",".IXIC":"NASDAQ Composite",".SPX":"S&P 500 Index"},"source_url":"https://dowjonesnews.com/newdjn/logon.aspx?AL=N","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2425592648","content_text":"‘The case for runaway inflation is still not there, and instead it is asset prices that could run out of control,’ one trader saysInflation traders expect annual headline CPI readings to remain above 3% for more than a year, starting from last June.Now that March’s shockingly strong official jobs report is in hand, traders are expecting five more months of consumer-price index reports to show no further progress being made on the annual headline rate of U.S. inflation.That rate is seen as likely to come in between 3.2% and 3.4%, starting with next Wednesday’s data for March and stretching through the August release of July’s CPI figures to extend the current nine-month streak of readings at or above 3%. Although the Federal Reserve prefers to focus on core readings from another gauge known as the personal-consumption-expenditures index, or PCE, the CPI numbers matter because of their influence on household expectations.Despite the expected lack of progress in the Federal Reserve’s efforts to bring inflation sustainably back to its 2% target and the risk that inflation might go higher from here, “we still may not have any major asset-price depreciation,” said trader Gang Hu of New York hedge fund WinShore Capital Partners.Hu has made a string of prescient calls in the past few years that make his views worth paying attention to. In February of 2023, he said inflation could easily take more than a year to decline by enough for the Fed to cut rates, which has turned out to be the case. In early July of the same year, Hu said markets were caught in a “self-defeating feedback loop” on inflation that made it likely the Fed would need to keep raising rates from levels of 5%-5.25%. Less than three weeks later, the Fed delivered another quarter-point increase, lifting its fed-funds rate target to 5.25%-5.5%, where it has remained since.A year before that, in July 2022, the trader said inflation “is going to be stickier than most people imagine’’ — another take that has come to pass.Now, Hu lays out a case for why the U.S. economy and financial markets appear to be shifting into a new stage of the current inflation era, one in which prices on all major assets can continue to climb even if the Fed can’t put a meaningful dent in price gains or start cutting interest rates. He boils it down to a combination of different factors — ranging from a greater division between winners versus losers among American businesses, $1.2 trillion in fiscal support that was signed into law by President Joe Biden in March, and a surge of immigration that’s helping the world’s largest economy to keep generating jobs.Friday’s nonfarm-payrolls report showed the U.S. economy created 303,000 jobs in March, or 50% more than had been expected by economists. That capped off a week in which persistent inflation concerns stemming from a string of hotter-than-expected data translated into what’s known as a reflation trade — sending long-term Treasury yields to November highs, crude oil to its highest since October, and the Dow Jones Industrial Average to its worst day in more than a year on Thursday.Thursday’s trading — which reflected fears about the prospect of higher-for-longer interest rates and tensions between Israel and Iran — gave way to a different kind of sentiment on Friday. On the final trading day of the week, investors, traders and analysts looked at March’s strong jobs report as good news, while sticking with the notion that inflation won’t likely be a major problem in the months ahead.Even traders of derivatives-like instruments known as fixings, who are expecting 3%-plus CPI reports into summer, did not seem to be broadcasting any alarm over the trajectory of price gains yet.“My thoughts are that the strength of the economy is a little surprising, and a lot of it is about fiscal spending,” Hu said via phone on Friday after the March jobs report. “This kind of support will certainly generate an inflation issue or at least an inflation risk. But the case for runaway inflation is still not there, and instead it is asset prices that could run out of control.”A U.S. economy supported by fiscal policy “separates the winners from losers, and there will be winners and losers,” he said. Hu puts major technology companies in the first camp because they probably “don’t care” whether interest rates are “3%, 4% or 5%.” Meanwhile, smaller companies, such as startups, tend to land in the second camp, along with U.S. consumers, who are struggling with higher interest payments following the Fed’s string of rate hikes in 2022 and 2023, he said.The addition of millions of immigrants to the labor force over the past few years is also helping the U.S. to create more jobs than might otherwise be the case and to keep growing without overheating, according to economists.This all adds up to “what will probably mean more asset inflation than consumer inflation,” according to Hu.“U.S. inflation doesn’t get to the 2% target and the Fed’s job becomes harder,” requiring policy makers to keep a lid on expectations by talking tough about the price-stability side of their dual mandate without necessarily following through on their median forecast for three quarter-point rate cuts this year, he said. “Because the economy will be so bifurcated between winners and losers, the Fed’s economic models might be less useful and there will be too much uncertainty over what the central bank should do” as long as inflation trends around 3%.A week ago, the Dow Jones Industrial Average and S&P 500 ended at record highs to cap solid first-quarter performances.April has gotten off to a shakier start, however. Though investors responded positively to the March jobs report by sending all three major stock indexes to higher finishes on Friday, the Dow Jones Industrial DJIA, S&P 500 and Nasdaq Composite all ended lower for the week. Meanwhile, Treasurys sold off, pushing 10- and 30-year yields to the highest closing levels since Nov. 27. Gold hit another all-time high and oil prices secured an almost 5% weekly gain.","news_type":1},"isVote":1,"tweetType":1,"viewCount":53,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":291920621318448,"gmtCreate":1712295696652,"gmtModify":1712295700342,"author":{"id":"3576326749731922","authorId":"3576326749731922","name":"Toby_Chua","avatar":"https://community-static.tradeup.com/news/82ec063fd73ccbceee82eab015cdf3fd","crmLevel":6,"crmLevelSwitch":1},"themes":[],"htmlText":"Value lie in the eyes of beholders","listText":"Value lie in the eyes of beholders","text":"Value lie in the eyes of beholders","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/291920621318448","repostId":"2424691113","repostType":4,"repost":{"id":"2424691113","pubTimestamp":1712283600,"share":"https://www.laohu8.com/m/news/2424691113?lang=&edition=full","pubTime":"2024-04-05 10:20","market":"us","language":"en","title":"Is Alibaba Stock Worth Buying at a 30% Discount?","url":"https://stock-news.laohu8.com/highlight/detail?id=2424691113","media":"InvestorPlace","summary":"Despite seemingly attractive valuations, Alibaba stock faces a host of issues from falling profits to increased competition.","content":"<html><head></head><body><ul style=\"\"><li><p><strong>Alibaba</strong> (<strong>BABA</strong>) is seeing growth slow even as it expands internationally to make up for an uneven China economy.</p></li><li><p>Operating and net income fell sharply last quarter and a planned logistics IPO was pulled.</p></li><li><p>Competition is rapidly stealing market share, though BABA stock’s rivals have some issues of their own.</p></li></ul><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/ac073a927b892da9539b876f892bf218\" alt=\"Source: zhu difeng / Shutterstock.com\" title=\"Source: zhu difeng / Shutterstock.com\" tg-width=\"768\" tg-height=\"432\"/><span>Source: zhu difeng / Shutterstock.com</span></p><p>China’s e-commerce giant <strong>Alibaba</strong> (NYSE:<strong>BABA</strong>) is down 30% over the last 12 months and has lost more than three-quarters of its value since the pandemic high in 2020. China’s slowing economy, rising competition and attempts at entering new verticals haven’t always worked out as expected. Alibaba stock could be in trouble.</p><p>Trading at such discounted valuations, investors wonder whether now is a good time to scoop up Alibaba stock cheap or will they be catching a falling knife? Amid the gloom surrounding the online retailer there are rays of light. Let’s check out what’s good behind the stock, the bad and the downright ugly before rendering a decision.</p><h2 id=\"id_3637266253\">A Closer Look at Alibaba Stock</h2><p>Alibaba is the world’s largest e-commerce business in terms of gross merchandise value. Its Tmall and Taobao e-commerce platforms remain the company’s primary revenue and growth drivers.</p><p>They allow it to build out its cloud services business Alibaba Cloud while also supporting Alibaba’s global expansion efforts. </p><p>Internationally, the cross-border AliExpress unit enabled its International Digital Commerce Group to see a 44% increase in revenue to $4 billion. AliExpress itself saw 60% order growth.</p><p>The e-commerce giant also announced it would hike its share repurchase program by $25 billion, for a total of $35.3 billion through 2027. In the quarter ending March 2024, it bought $4.8 billion worth of Alibaba stock. That is the second largest share repurchase amount since going public. </p><h2 id=\"id_2213324251\">BABA Coughs and Stalls</h2><p>Still, Alibaba’s business is stalling. Alibaba’s gross merchandise volume was down for the year ending in March 2023, though through the first nine months of the current fiscal year GMV nominally improved.</p><p>It was forced to scrap its spinoff of its Cainiao logistics business. Instead, Alibaba will buy the remaining portion it doesn’t own. IPO conditions are not conducive and Alibaba needs to reinforce its e-commerce business to contend with the inroads its rivals made.</p><p>Efforts to enter new verticals while restructuring its business haven’t gone according to plan.</p><h2 id=\"id_1713443961\">Things Could Get Worse</h2><p>Competition is fierce and only growing more intense. Alibaba is losing market share to <strong>PDD Holdings</strong> (NASDAQ:<strong>PDD</strong>), the owner of the ubiquitous Temu website.</p><p>You can’t go anywhere without the deep discount website pushing some gadget at a crazy cheap price. It was the most downloaded iPhone app in 2023, blunting Alibaba’s own expansion efforts in the U.S.</p><p>Similarly, the short-form video platform Douyin from <strong>ByteDance</strong> is expanding exponentially in China. Douyin is essentially the TikTok platform for China minus all the vapid content the latter carries.</p><p>The video site is also a growing retail e-commerce platform and growing far faster than Alibaba, <strong>JD.com</strong> (NASDAQ:<strong>JD</strong>) or PDD’s Pinduoduo, according to eMarketer.</p><p>Douyin saw a 256% increase in GMV for local life services such as restaurants, local brick-and-mortar businesses and lifestyle activity providers last year.</p><p>Having to fight a battle on two fronts, Alibaba is losing but not all hope is lost. As meteoric as Temu’s rise has been, it is not sustainable. An analysis by <em>Wired</em> found PDD is losing $30 on every sale it makes.</p><p>China Merchants Securities also estimates Temu is losing $588 million to $954 million a year. Essentially PDD is subsidizing Temu’s early growth in a bid to win market share but it will have to cut back eventually and raise prices. Alibaba’s efforts are much more sensible and sustainable.</p><h2 id=\"id_2876214428\">The Verdict</h2><p>There is no question Alibaba stock looks attractive at 13 times trailing earnings, 8 times next year’s estimates with Wall Street forecasting long-term 10% compounded annual growth for earnings.</p><p>Yet operating income is tumbling and net profits plummeted 77% from the year-ago period. The e-commerce giant has plenty of cash on its balance sheet.</p><p>However, it will be using that to invest in its various growth efforts, and Alibaba hasn’t shown yet how it will effectively fight back against the competition.</p><p>For those reasons, I’d cautiously suggest buying only a small stake in BABA stock. You can always increase your purchase on any weakness. Buying nowprevents the stock from running away from you if it should reverse course.</p></body></html>","source":"investorplace_stock_picks","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Is Alibaba Stock Worth Buying at a 30% Discount?</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; 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}\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nIs Alibaba Stock Worth Buying at a 30% Discount?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-04-05 10:20 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://investorplace.com/2024/04/is-alibaba-stock-worth-buying-at-a-30-discount/><strong>InvestorPlace</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Alibaba (BABA) is seeing growth slow even as it expands internationally to make up for an uneven China economy.Operating and net income fell sharply last quarter and a planned logistics IPO was pulled...</p>\n\n<a href=\"https://investorplace.com/2024/04/is-alibaba-stock-worth-buying-at-a-30-discount/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU0878005551.USD":"UBS (LUX) KEY SELEC ASIA ALLOCATION OPPORTUNITY (USD) \"P\" (USD) ACC","LU1981816686.USD":"EASTSPRING INV ASIAN MULTI FACTOR EQUITY \"A\" (USD) ACC","IE00BGV7N243.SGD":"FSSA Global Emerging Markets Focus I Acc SGD","BK4535":"淡马锡持仓","LU2039709279.SGD":"MANULIFE GF DRAGON GROWTH \"AA\" (SGDHDG) INC","LU1688375341.USD":"贝莱德中国灵活股票基金","LU0370786039.SGD":"Fidelity Greater China A-SGD","IE00B3M56506.USD":"NEUBERGER BERMAN EMERGING MARKETS EQUITY \"A\" (USD) ACC","BK4538":"云计算","BK4558":"双十一","LU0823426480.USD":"法巴中国股票经典Dis","BK4122":"互联网与直销零售","BK4551":"寇图资本持仓","LU0918141887.USD":"安联亚洲实际收益股票基金","LU1770034418.SGD":"ALL CHINA EQUITY \"A\" (SGDHDG) ACC","LU0651946864.USD":"贝莱德新兴市场股票收益A2","LU1051768304.USD":"贝莱德新兴市场股票收益A6","LU0516422440.USD":"FULLERTON LUX FUNDS - ASIA FOCUS EQUITIES \"A\" (USD) ACC","LU0348816934.USD":"ALLIANZ TOTAL RETURN ASIAN EQUITY \"AT\" (USD)","LU0516422366.SGD":"Fullerton Lux Funds - Asia Focus Equities A Acc SGD","LU0039217434.USD":"HSBC GIF CHINESE EQUITY \"AD\" INC","LU0251143458.SGD":"Fidelity Emerging Markets A-SGD","LU0650527681.SGD":"Fidelity China Consumer A-SGD","LU1515016050.SGD":"Blackrock Emerging Markets Equity Income A6 SGD-H","BABA":"阿里巴巴","LU0516422952.EUR":"FULLERTON LUX FUNDS - ASIA FOCUS EQUITIES \"I\" (EUR) ACC","LU0140636845.USD":"施罗德大中华区股票A Acc","BK4565":"NFT概念","IE00B0JY6N72.USD":"PINEBRIDGE GLOBAL EMERGING MARKETS FOCUS EQUITY \"A\" (USD) ACC","BK4554":"元宇宙及AR概念","SG9999002562.SGD":"LionGlobal Asia Pacific SGD","09988":"阿里巴巴-SW","LU1242518857.USD":"FULLERTON LUX FUNDS - ASIA ABSOLUTE ALPHA \"I\" (USD) ACC","LU1720050803.USD":"安联全方位中国股票基金","LU0823426308.USD":"法巴中国股票基金","LU0348805143.USD":"ALLIANZ ENHANCED ALL CHINA EQUITY \"A\" (USD) INC","IE0008368742.USD":"首域中国增长基金I Acc","LU0572944931.SGD":"Janus Henderson Horizon China Opportunities A2 SGD","BK4553":"喜马拉雅资本持仓","BK4585":"ETF&股票定投概念","LU0307460666.USD":"EASTSPRING INVESTMENTS CHINA EQUITY \"A\" ACC","LU1105468828.SGD":"Allianz Total Return Asian Equity AM DIS H2-SGD","LU0588546209.SGD":"Eastspring Investments - China Equity Fund AS SGD","LU0310800965.SGD":"FTIF - Templeton Global Balanced A Acc SGD","LU2264538146.SGD":"Fullerton Lux Funds - Global Absolute Alpha A Acc SGD","LU1242518931.SGD":"Fullerton Lux Funds - Asia Absolute Alpha A Acc SGD","LU0348814723.USD":"ALLIANZ TOTAL RETURN ASIAN EQUITY \"A\" (USD) INC  NC"},"source_url":"https://investorplace.com/2024/04/is-alibaba-stock-worth-buying-at-a-30-discount/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2424691113","content_text":"Alibaba (BABA) is seeing growth slow even as it expands internationally to make up for an uneven China economy.Operating and net income fell sharply last quarter and a planned logistics IPO was pulled.Competition is rapidly stealing market share, though BABA stock’s rivals have some issues of their own.Source: zhu difeng / Shutterstock.comChina’s e-commerce giant Alibaba (NYSE:BABA) is down 30% over the last 12 months and has lost more than three-quarters of its value since the pandemic high in 2020. China’s slowing economy, rising competition and attempts at entering new verticals haven’t always worked out as expected. Alibaba stock could be in trouble.Trading at such discounted valuations, investors wonder whether now is a good time to scoop up Alibaba stock cheap or will they be catching a falling knife? Amid the gloom surrounding the online retailer there are rays of light. Let’s check out what’s good behind the stock, the bad and the downright ugly before rendering a decision.A Closer Look at Alibaba StockAlibaba is the world’s largest e-commerce business in terms of gross merchandise value. Its Tmall and Taobao e-commerce platforms remain the company’s primary revenue and growth drivers.They allow it to build out its cloud services business Alibaba Cloud while also supporting Alibaba’s global expansion efforts. Internationally, the cross-border AliExpress unit enabled its International Digital Commerce Group to see a 44% increase in revenue to $4 billion. AliExpress itself saw 60% order growth.The e-commerce giant also announced it would hike its share repurchase program by $25 billion, for a total of $35.3 billion through 2027. In the quarter ending March 2024, it bought $4.8 billion worth of Alibaba stock. That is the second largest share repurchase amount since going public. BABA Coughs and StallsStill, Alibaba’s business is stalling. Alibaba’s gross merchandise volume was down for the year ending in March 2023, though through the first nine months of the current fiscal year GMV nominally improved.It was forced to scrap its spinoff of its Cainiao logistics business. Instead, Alibaba will buy the remaining portion it doesn’t own. IPO conditions are not conducive and Alibaba needs to reinforce its e-commerce business to contend with the inroads its rivals made.Efforts to enter new verticals while restructuring its business haven’t gone according to plan.Things Could Get WorseCompetition is fierce and only growing more intense. Alibaba is losing market share to PDD Holdings (NASDAQ:PDD), the owner of the ubiquitous Temu website.You can’t go anywhere without the deep discount website pushing some gadget at a crazy cheap price. It was the most downloaded iPhone app in 2023, blunting Alibaba’s own expansion efforts in the U.S.Similarly, the short-form video platform Douyin from ByteDance is expanding exponentially in China. Douyin is essentially the TikTok platform for China minus all the vapid content the latter carries.The video site is also a growing retail e-commerce platform and growing far faster than Alibaba, JD.com (NASDAQ:JD) or PDD’s Pinduoduo, according to eMarketer.Douyin saw a 256% increase in GMV for local life services such as restaurants, local brick-and-mortar businesses and lifestyle activity providers last year.Having to fight a battle on two fronts, Alibaba is losing but not all hope is lost. As meteoric as Temu’s rise has been, it is not sustainable. An analysis by Wired found PDD is losing $30 on every sale it makes.China Merchants Securities also estimates Temu is losing $588 million to $954 million a year. Essentially PDD is subsidizing Temu’s early growth in a bid to win market share but it will have to cut back eventually and raise prices. Alibaba’s efforts are much more sensible and sustainable.The VerdictThere is no question Alibaba stock looks attractive at 13 times trailing earnings, 8 times next year’s estimates with Wall Street forecasting long-term 10% compounded annual growth for earnings.Yet operating income is tumbling and net profits plummeted 77% from the year-ago period. The e-commerce giant has plenty of cash on its balance sheet.However, it will be using that to invest in its various growth efforts, and Alibaba hasn’t shown yet how it will effectively fight back against the competition.For those reasons, I’d cautiously suggest buying only a small stake in BABA stock. You can always increase your purchase on any weakness. Buying nowprevents the stock from running away from you if it should reverse course.","news_type":1},"isVote":1,"tweetType":1,"viewCount":25,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":274522426871872,"gmtCreate":1708060008007,"gmtModify":1708060010411,"author":{"id":"3576326749731922","authorId":"3576326749731922","name":"Toby_Chua","avatar":"https://community-static.tradeup.com/news/82ec063fd73ccbceee82eab015cdf3fd","crmLevel":6,"crmLevelSwitch":1},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/M44U.SI\">$Mapletree Log Tr(M44U.SI)$&nbsp;</a><v-v data-views=\"1\"></v-v>&nbsp;","listText":"<a href=\"https://ttm.financial/S/M44U.SI\">$Mapletree Log Tr(M44U.SI)$&nbsp;</a><v-v data-views=\"1\"></v-v>&nbsp;","text":"$Mapletree Log Tr(M44U.SI)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/274522426871872","isVote":1,"tweetType":1,"viewCount":345,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":272362061893896,"gmtCreate":1707532438574,"gmtModify":1707532443011,"author":{"id":"3576326749731922","authorId":"3576326749731922","name":"Toby_Chua","avatar":"https://community-static.tradeup.com/news/82ec063fd73ccbceee82eab015cdf3fd","crmLevel":6,"crmLevelSwitch":1},"themes":[],"htmlText":"Capital boosting in play money makes more money&nbsp;","listText":"Capital boosting in play money makes more money&nbsp;","text":"Capital boosting in play money makes more money","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/272362061893896","repostId":"1104886890","repostType":4,"repost":{"id":"1104886890","pubTimestamp":1707526292,"share":"https://www.laohu8.com/m/news/1104886890?lang=&edition=full","pubTime":"2024-02-10 08:51","market":"us","language":"en","title":"U.S. Weekly Review: Stock Market Hits Highs As AI Plays Arm, Palantir Skyrocket","url":"https://stock-news.laohu8.com/highlight/detail?id=1104886890","media":"Investor's Business Daily","summary":"The stock market rally generally advanced with the S&P 500 hitting 5,000 for the first time and the Nasdaq at its best levels in over two years. The Dow Jones held just below its all-time highs while ","content":"<html><head></head><body><p>The S&amp;P 500 closed above the key 5,000 level on Friday as strong earnings and economic news chugged on. For the week, the S&amp;P added 1.4%, while the Nasdaq gained 2.3%. The Dow finished flat. All three major averages notched their fifth straight winning week and 14th positive week in 15. AI plays <strong>Palantir</strong> (<strong>PLTR</strong>) and <strong>Arm Holdings</strong> (<strong>ARM</strong>) became the latest AI plays to surge on earnings. <strong>Eli Lilly</strong> (<strong>LLY</strong>) kept running on its results. Several cybersecurity firms rallied on earnings. <strong>Snap</strong> (<strong>SNAP</strong>) crashed on weak revenue.</p><h2 id=\"id_1250828424\" style=\"text-align: start;\">AI-Fueled Market Rally Hits New Highs</h2><p style=\"text-align: start;\">The Nasdaq led, fueled by AI-related earnings, climbing to a two-year highs. The S&amp;P 500 advanced modestly to a fresh record high. The Dow Jones was little changed, but near all-time peaks as well. The Russell 2000 rebounded back above key levels. The 10-year Treasury yield jumped back above key levels.</p><h2 id=\"id_3727092984\" style=\"text-align: start;\">Palantir Skyrockets On Commercial Growth</h2><p style=\"text-align: start;\"><strong>Palantir</strong> (<strong>PLTR</strong>) said Q4 earnings using generally accepted accounting principles, or GAAP, met views for a 100% gain. The data analytics firm&#39;s revenue rose 20% to $608 million, slightly topping. Government revenue rose 11% to $324 million, missing estimates. But commercial revenue rose 32% to $284 million. For 2024, Palantir guided slightly higher on revenue, led by commercial growth. Shares of the AI play skyrocketed.</p><h2 id=\"id_718956412\" style=\"text-align: start;\">Arm Rockets On Earnings</h2><p style=\"text-align: start;\">Chip designer <strong>Arm Holdings</strong> (<strong>ARM</strong>) delivered better-than-expected December-quarter results and guidance, sending its shares up nearly 50% on the news. Arm was the latest semiconductor stock to get a boost from exposure to the red-hot artificial intelligence market. Power-chip maker <strong>Monolithic Power Systems</strong> (<strong>MPWR</strong>) also jumped on its AI-fueled fourth-quarter results and outlook. Other chip stocks rising on upbeat earnings reports included audio-chip supplier <strong>Cirrus Logic</strong> (<strong>CRUS</strong>) and tracking-chip maker <strong>Impinj</strong> (<strong>PI</strong>). Chip stocks falling on weak guidance included <strong>Alpha &amp; Omega Semiconductor</strong> (<strong>AOSL</strong>), <strong>Diodes</strong> (<strong>DIOD</strong>) and <strong>Rambus</strong> (<strong>RMBS</strong>). Automotive chipmaker <strong>NXP Semiconductors</strong> (<strong>NXPI</strong>) and <strong>Onsemi</strong> (<strong>ON</strong>) guided lower, but rallied as analysts described their outlooks as better than feared.</p><h2 id=\"id_1208979321\" style=\"text-align: start;\">Lilly Soars On Weight-Loss Drugs</h2><p style=\"text-align: start;\"><strong>Eli Lilly</strong> (<strong>LLY</strong>) handily beat Wall Street&#39;s fourth-quarter expectations with adjusted income of $2.49 per share and $9.35 billion in sales, up a respective 19% and 28% year over year. Guidance for 2024 was also promising. High points included diabetes drug Mounjaro, which brought in $2.21 billion in sales, and weight-loss drug Zepbound, which delivered more than double what analysts expected at $175.8 million in sales. Lilly also said tirzepatide, the chemical backbone behind Mounjaro and Zepbound, showed promise in treating a liver disease known by the shorthand MASH.</p><h2 id=\"id_1707911181\" style=\"text-align: start;\">Affirm, PayPal Fall On Earnings</h2><p style=\"text-align: start;\"><strong>Affirm Holdings</strong> (<strong>AFRM</strong>) reported a smaller-than-expected loss while revenue jumped 48% to $591.1 million, the third straight quarter of accelerating growth. But shares tumbled Friday following earnings, slashing big weekly gains. <strong>PayPal</strong> (<strong>PYPL</strong>) said Q4 earnings rose 19% as revenue climbed 9% to $8 billion, both exceeding forecasts. But the digital payments giant guided low on 2024 EPS.</p><h2 id=\"id_1893320889\" style=\"text-align: start;\">Uber Drives Higher</h2><p style=\"text-align: start;\">Ride-hailing giant <strong>Uber Technologies</strong> (<strong>UBER</strong>) said Q4 earnings surged 127% to 66 cents per share, buoyed by investment gains, crushing views for 16 cents. Revenue climbed 15% to $9.9 billion, slightly topping estimates. Gross bookings grew 22% to $37.6 billion, edging past views. It may update shareholder return plans at its Feb. 14 analyst day.</p><h2 id=\"id_4228912081\" style=\"text-align: start;\">Snap, Pinterest Skid On Weak Revenue</h2><p style=\"text-align: start;\"><strong>Snap</strong> (<strong>SNAP</strong>) reported a 43% EPS decline, though that beat views. The Snapchat parent also guided up on Q1 EBITDA. But shares crashed as Snap fell short on Q4 revenue. <strong>Pinterest</strong> (<strong>PINS</strong>) earnings nearly doubled, just topping consensus. Revenue rose 12% but missed views. Revenue guidance also was weak. PINS stock tumbled from a two-year high.</p><h2 id=\"id_878842737\" style=\"text-align: start;\">Cybersecurity Results Mixed</h2><p style=\"text-align: start;\">Cybersecurity firms topped EPS views, often easily, but some diverged on other metrics.</p><p style=\"text-align: start;\"><strong>Fortinet</strong> (<strong>FTNT</strong>) reported Q4 earnings, revenue and billings that topped analyst estimates amid lowered expectations, with EPS up 16%, revenue up 10% and billings up 8.5%. The cybersecurity giant guided in line for 2024 EPS.</p><p style=\"text-align: start;\"><strong>Qualys</strong> (<strong>QLYS</strong>) reported Q4 EPS growth of 38%, topping views, while a 10% revenue gain just met. Guidance was weak for 2024. Also, <strong>Microsoft</strong> (<strong>MSFT</strong>) will end its marketing pact with the security vulnerability management services firm on May 1.</p><p style=\"text-align: start;\"><strong>Tenable</strong> (<strong>TENB</strong>) reported Q4 EPS of 25 cents, up 108%, easily beating views. Revenue rose 16% to $213.3 million, modestly above consensus.</p><p style=\"text-align: start;\"><strong>Rapid7</strong> (<strong>RPD</strong>) reported Q4 earnings and revenue that rose 106% and 11%, respectively, topping estimates. But an 11% billings gain fell short.</p><p style=\"text-align: start;\"><strong>CyberArk Software</strong> (<strong>CYBR</strong>) said EPS jumped 406%, crushing views, while revenue rose 32% to $223.1 million, above forecasts. CyberArk guided up on 2024 revenue.</p><p style=\"text-align: start;\">Fortinet and Tenable rose above buy points during the week, while Cloudflare skyrocketed and CyberArk gapped up to a new high. Rapid7 rose modestly, around a buy point. Qualys plunged.</p><h2 id=\"id_2200876182\" style=\"text-align: start;\">ELF Earnings Dwarf Rivals&#39;</h2><p style=\"text-align: start;\"><strong>ELF Beauty</strong> (<strong>ELF</strong>) reported a 54% EPS gain, ending four quarters of triple-digit growth, but easily beating fiscal Q3 views. Revenue of $270.9 million was well above views, with the 85% growth accelerating. ELF guided higher for the full year. Shares fell on results but rose for the week, right at all-time highs.</p><p style=\"text-align: start;\">Estee Lauder earnings fell 43%, the seventh straight decline but far above consensus. Net sales fell 7% to $4.28 billion, also beating. The company will cut 3%-5% of staff as part of restructuring. Shares jumped but then slashed gains. <strong>Coty</strong> (<strong>COTY</strong>) earnings rose 14% and sales advanced 13%, both modestly beating; the company also guiding higher for the year. Shares reversed lower.</p><h2 id=\"id_3294162149\" style=\"text-align: start;\">Disney Soars On Earnings, Big News</h2><p style=\"text-align: start;\">Disney reported a 23% EPS gain, well above views. Revenue rose a fraction to $23.55 billion, just missing. Disney+ subscribers fell slightly after a price hike, but still beat views. The Dow entertainment giant raised its full-year earnings target, saying it&#39;s on track to &#34;meet or exceed&#34; its target of achieving $7.5 billion in annual savings by the end of fiscal 2024. Disney said it&#39;s buying a $1.5 billion stake in &#34;Fornite&#34; developer Epic Games, pending regulatory approval. Disney+ secured the streaming rights to &#34;Taylor Swift: The Eras Tour.&#34; Also, Disney&#39;s ESPN, <strong>Fox</strong> (<strong>FOXA</strong>) and <strong>Warner Bros. Discovery</strong> (<strong>WBD</strong>) will launch a sports streaming service this fall. Shares surged to their best level in nearly two years.</p><h2 id=\"id_1616894029\" style=\"text-align: start;\">Expedia Tumbles On Bookings</h2><p style=\"text-align: start;\"><strong>Expedia earnings</strong> slightly beat views, but gross bookings were a little light. Also, <strong>Expedia</strong> (<strong>EXPE</strong>) CEO Peter Kern will step down May 13, with senior exec Ariane Gorin stepping in. Shares of the online travel site, which had broken out ahead of results, sold off Friday. <strong>Hilton Worldwide</strong> (<strong>HLT</strong>) topped EPS with a 6% gain. Revenue rose 7% to $2.61 billion, in line with views and with growth slowing for a third straight quarter. Hilton&#39;s 2024 EPS guidance was a little light. Shares were little changed for the week around record highs.</p><h2 id=\"id_2604237437\" style=\"text-align: start;\">Chipotle Growth Heats Up</h2><p style=\"text-align: start;\"><strong>Chipotle Mexican Grill</strong> (<strong>CMG</strong>) earnings rose 25% while revenue rose 15% to $2.5 billion. Both beat views, with growth picking up from Q3. <strong>McDonald&#39;s</strong> (<strong>MCD</strong>) EPS rose 14%, beating. Revenue climbed 9% to $6.41 billion, slightly missing as the Mideast conflict took a toll. KFC, Pizza Hut and Taco Bell parent <strong>Yum Brands</strong> (<strong>YUM</strong>) missed views amid Mideast headwinds, with EPS down 4% and sales edging higher to $2.03 billion. Chipotle stock jumped to a new high. MCD fell on earnings but pared weekly losses. Yum rose slightly.</p><h2 id=\"id_1912964859\" style=\"text-align: start;\">Caterpillar, Terex Earnings Mixed</h2><p style=\"text-align: start;\"><strong>Caterpillar</strong> (<strong>CAT</strong>) reported Q4 adjusted EPS of $5.23, up 35% from a year ago and 47 cents ahead of estimates. Revenue grew 3% to $17.07 billion, roughly as expected. End results were stronger, with dealer inventories down by $900 million. The Dow giant sees flattish 2024 sales, but raised its margin guidance. CAT stock rose modestly, hitting a record high. <strong>Terex</strong> (<strong>TEX</strong>) earnings just topped views, while revenue slightly missed. The maker of aerial work platforms and materials processing equipment gave so-so guidance. Terex fell on earnings, erasing modest weekly gains.</p><h2 id=\"id_2950716114\" style=\"text-align: start;\">Biotech Earnings Diverge</h2><p style=\"text-align: start;\">Biotech earnings were a split bag as <strong>Amgen</strong> (<strong>AMGN</strong>) and <strong>Vertex Pharmaceuticals</strong> (<strong>VRTX</strong>) beat fourth-quarter expectations, but <strong>Gilead Sciences</strong> (<strong>GILD</strong>) came in with light earnings and a narrow sales beat. On the flip side, <strong>Neurocrine Biosciences</strong> (<strong>NBIX</strong>) beat profit expectations, but sales came in light. Neurocrine guided to $2.1 billion to $2.2 billion in full-year sales of its bread-and-butter drug, Ingrezza, a treatment for tardive dyskinesia. That was slightly ahead of estimates. But Gilead&#39;s earnings guidance missed forecasts at the midpoint. For Amgen and Vertex, analysts focused on obesity and cystic fibrosis treatments, respectively. Amgen showed an increasing dose of its weight-loss drug led to 14.5% weight loss over 85 days, and Vertex said its next-generation triple-drug approach to cystic fibrosis outperformed its approved triplet, Trikafta, in two Phase 3 studies. All four biotech stocks fell for the week.</p><h2 id=\"id_525856133\" style=\"text-align: start;\">Trucking Stocks Roll On Earnings</h2><p style=\"text-align: start;\"><strong>ArcBest</strong> (<strong>ARCB</strong>) and <strong>XPO</strong> (<strong>XPO</strong>) reported better-than-expected earnings. Less-than-truckload carrier ArcBest reported a 2% EPS gain, ending a four-quarter string of year-over-year declines. Revenue fell 6%, but  came in better than the double-digit declines in the prior three periods. XPO, with heavy less-than-truckload exposure, reported smaller year-over-year drops, with EPS off 23% and revenue down 9%. Both ARCB and XPO gapped higher in huge weeks, with several other trucking firms cruising higher.</p><h2 id=\"id_2043946386\" style=\"text-align: start;\">Ford, Toyota Jump On Earnings</h2><p style=\"text-align: start;\"><strong>Ford</strong> (<strong>F</strong>) joined <strong>General Motors</strong> (<strong>GM</strong>) in providing a bullish 2024 outlook after a less harsh-than-expected report for the final quarter of 2023. Ford earnings tumbled 43% in Q4 but easily beat views. Revenue rose 4% to $46 billion, defying views for a decline. Profit from Ford&#39;s commercial vehicle and combustion vehicle segments offset steep losses from its emerging electric-vehicle unit. Ford said it will launch next-gen EVs &#34;only when they can be profitable.&#34; <strong>Toyota</strong> (<strong>TM</strong>) and <strong>Honda</strong> (<strong>HMC</strong>) also boosted their profit forecasts, thanks in part to growing demand for hybrid vehicles. All three auto stocks jumped, with Toyota soaring to a record high.</p><h2 id=\"id_1757444124\" style=\"text-align: start;\">In Brief</h2><p style=\"text-align: start;\"><strong>Cloudfare</strong> (<strong>NET</strong>) reported a 166% EPS gain while Q4 revenue climbed 32% to $362.5 million, both beating. The software maker, which speeds up and secures web applications, guided up on 2024. Shares skyrocketed.</p><p style=\"text-align: start;\"><strong>Dynatrace</strong> (<strong>DT</strong>) reported a 28% EPS gain with revenue up 23% to $365 million, both modestly beating. The network monitoring software maker guided up on Q1, but shares fell sharply on earnings.</p><p style=\"text-align: start;\"><strong>Alibaba</strong> (<strong>BABA</strong>) reported a 4% EPS drop while revenue rose 2% to $36.7 billion, both slightly topping views. The Chinese e-commerce and cloud-computing giant also announced a $25 billion buyback. Shares fell solidly.</p><p style=\"text-align: start;\"><strong>O&#39;Reilly Automotive</strong> (<strong>ORLY</strong>) reported an 11% EPS gain, slightly beating. Revenue climbed 5% to $3.83 billion, just missing. The auto parts retailer slumped, but held above the buy point.</p><p style=\"text-align: start;\"><strong>Spotify Technology</strong> (<strong>SPOT</strong>) jumped after the music streaming leader added 10 million premium subscribers in the fourth quarter to 236 million, slightly more than expected.</p><p style=\"text-align: start;\"><strong>Symbotic</strong> (<strong>SYM</strong>), a maker of robotic technologies for automating warehouses, reported in-line results for the December quarter but guided below views for the March quarter. Shares plunged 24% on Tuesday.</p><p style=\"text-align: start;\"><strong>Intapp</strong> (<strong>INTA</strong>) beat Wall Street&#39;s targets for the December quarter, but the enterprise cloud software firm disappointed with its in-line guidance for the current quarter. Shares plunged.</p><p style=\"text-align: start;\"><strong>CDW</strong> (<strong>CDW</strong>) narrowly beat earnings estimates but came up short on sales. The IT products reseller said customers are reducing or delaying purchases amid economic uncertainty. But shares rose sharply.</p><p style=\"text-align: start;\"><strong>Roblox</strong> (<strong>RBLX</strong>) surged higher after the youth-centric video game platform beat Q4 estimates and guided higher than views for Q1 and 2024.<br/><br/></p></body></html>","source":"lsy1610612141385","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>U.S. Weekly Review: Stock Market Hits Highs As AI Plays Arm, Palantir Skyrocket</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nU.S. Weekly Review: Stock Market Hits Highs As AI Plays Arm, Palantir Skyrocket\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-02-10 08:51 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.investors.com/news/stock-market-hits-highs-as-arm-palantir-cloudflare-skyrocket/><strong>Investor's Business Daily</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>The S&P 500 closed above the key 5,000 level on Friday as strong earnings and economic news chugged on. For the week, the S&P added 1.4%, while the Nasdaq gained 2.3%. The Dow finished flat. All three...</p>\n\n<a href=\"https://www.investors.com/news/stock-market-hits-highs-as-arm-palantir-cloudflare-skyrocket/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".SPX":"S&P 500 Index",".IXIC":"NASDAQ Composite",".DJI":"道琼斯"},"source_url":"https://www.investors.com/news/stock-market-hits-highs-as-arm-palantir-cloudflare-skyrocket/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1104886890","content_text":"The S&P 500 closed above the key 5,000 level on Friday as strong earnings and economic news chugged on. For the week, the S&P added 1.4%, while the Nasdaq gained 2.3%. The Dow finished flat. All three major averages notched their fifth straight winning week and 14th positive week in 15. AI plays Palantir (PLTR) and Arm Holdings (ARM) became the latest AI plays to surge on earnings. Eli Lilly (LLY) kept running on its results. Several cybersecurity firms rallied on earnings. Snap (SNAP) crashed on weak revenue.AI-Fueled Market Rally Hits New HighsThe Nasdaq led, fueled by AI-related earnings, climbing to a two-year highs. The S&P 500 advanced modestly to a fresh record high. The Dow Jones was little changed, but near all-time peaks as well. The Russell 2000 rebounded back above key levels. The 10-year Treasury yield jumped back above key levels.Palantir Skyrockets On Commercial GrowthPalantir (PLTR) said Q4 earnings using generally accepted accounting principles, or GAAP, met views for a 100% gain. The data analytics firm's revenue rose 20% to $608 million, slightly topping. Government revenue rose 11% to $324 million, missing estimates. But commercial revenue rose 32% to $284 million. For 2024, Palantir guided slightly higher on revenue, led by commercial growth. Shares of the AI play skyrocketed.Arm Rockets On EarningsChip designer Arm Holdings (ARM) delivered better-than-expected December-quarter results and guidance, sending its shares up nearly 50% on the news. Arm was the latest semiconductor stock to get a boost from exposure to the red-hot artificial intelligence market. Power-chip maker Monolithic Power Systems (MPWR) also jumped on its AI-fueled fourth-quarter results and outlook. Other chip stocks rising on upbeat earnings reports included audio-chip supplier Cirrus Logic (CRUS) and tracking-chip maker Impinj (PI). Chip stocks falling on weak guidance included Alpha & Omega Semiconductor (AOSL), Diodes (DIOD) and Rambus (RMBS). Automotive chipmaker NXP Semiconductors (NXPI) and Onsemi (ON) guided lower, but rallied as analysts described their outlooks as better than feared.Lilly Soars On Weight-Loss DrugsEli Lilly (LLY) handily beat Wall Street's fourth-quarter expectations with adjusted income of $2.49 per share and $9.35 billion in sales, up a respective 19% and 28% year over year. Guidance for 2024 was also promising. High points included diabetes drug Mounjaro, which brought in $2.21 billion in sales, and weight-loss drug Zepbound, which delivered more than double what analysts expected at $175.8 million in sales. Lilly also said tirzepatide, the chemical backbone behind Mounjaro and Zepbound, showed promise in treating a liver disease known by the shorthand MASH.Affirm, PayPal Fall On EarningsAffirm Holdings (AFRM) reported a smaller-than-expected loss while revenue jumped 48% to $591.1 million, the third straight quarter of accelerating growth. But shares tumbled Friday following earnings, slashing big weekly gains. PayPal (PYPL) said Q4 earnings rose 19% as revenue climbed 9% to $8 billion, both exceeding forecasts. But the digital payments giant guided low on 2024 EPS.Uber Drives HigherRide-hailing giant Uber Technologies (UBER) said Q4 earnings surged 127% to 66 cents per share, buoyed by investment gains, crushing views for 16 cents. Revenue climbed 15% to $9.9 billion, slightly topping estimates. Gross bookings grew 22% to $37.6 billion, edging past views. It may update shareholder return plans at its Feb. 14 analyst day.Snap, Pinterest Skid On Weak RevenueSnap (SNAP) reported a 43% EPS decline, though that beat views. The Snapchat parent also guided up on Q1 EBITDA. But shares crashed as Snap fell short on Q4 revenue. Pinterest (PINS) earnings nearly doubled, just topping consensus. Revenue rose 12% but missed views. Revenue guidance also was weak. PINS stock tumbled from a two-year high.Cybersecurity Results MixedCybersecurity firms topped EPS views, often easily, but some diverged on other metrics.Fortinet (FTNT) reported Q4 earnings, revenue and billings that topped analyst estimates amid lowered expectations, with EPS up 16%, revenue up 10% and billings up 8.5%. The cybersecurity giant guided in line for 2024 EPS.Qualys (QLYS) reported Q4 EPS growth of 38%, topping views, while a 10% revenue gain just met. Guidance was weak for 2024. Also, Microsoft (MSFT) will end its marketing pact with the security vulnerability management services firm on May 1.Tenable (TENB) reported Q4 EPS of 25 cents, up 108%, easily beating views. Revenue rose 16% to $213.3 million, modestly above consensus.Rapid7 (RPD) reported Q4 earnings and revenue that rose 106% and 11%, respectively, topping estimates. But an 11% billings gain fell short.CyberArk Software (CYBR) said EPS jumped 406%, crushing views, while revenue rose 32% to $223.1 million, above forecasts. CyberArk guided up on 2024 revenue.Fortinet and Tenable rose above buy points during the week, while Cloudflare skyrocketed and CyberArk gapped up to a new high. Rapid7 rose modestly, around a buy point. Qualys plunged.ELF Earnings Dwarf Rivals'ELF Beauty (ELF) reported a 54% EPS gain, ending four quarters of triple-digit growth, but easily beating fiscal Q3 views. Revenue of $270.9 million was well above views, with the 85% growth accelerating. ELF guided higher for the full year. Shares fell on results but rose for the week, right at all-time highs.Estee Lauder earnings fell 43%, the seventh straight decline but far above consensus. Net sales fell 7% to $4.28 billion, also beating. The company will cut 3%-5% of staff as part of restructuring. Shares jumped but then slashed gains. Coty (COTY) earnings rose 14% and sales advanced 13%, both modestly beating; the company also guiding higher for the year. Shares reversed lower.Disney Soars On Earnings, Big NewsDisney reported a 23% EPS gain, well above views. Revenue rose a fraction to $23.55 billion, just missing. Disney+ subscribers fell slightly after a price hike, but still beat views. The Dow entertainment giant raised its full-year earnings target, saying it's on track to \"meet or exceed\" its target of achieving $7.5 billion in annual savings by the end of fiscal 2024. Disney said it's buying a $1.5 billion stake in \"Fornite\" developer Epic Games, pending regulatory approval. Disney+ secured the streaming rights to \"Taylor Swift: The Eras Tour.\" Also, Disney's ESPN, Fox (FOXA) and Warner Bros. Discovery (WBD) will launch a sports streaming service this fall. Shares surged to their best level in nearly two years.Expedia Tumbles On BookingsExpedia earnings slightly beat views, but gross bookings were a little light. Also, Expedia (EXPE) CEO Peter Kern will step down May 13, with senior exec Ariane Gorin stepping in. Shares of the online travel site, which had broken out ahead of results, sold off Friday. Hilton Worldwide (HLT) topped EPS with a 6% gain. Revenue rose 7% to $2.61 billion, in line with views and with growth slowing for a third straight quarter. Hilton's 2024 EPS guidance was a little light. Shares were little changed for the week around record highs.Chipotle Growth Heats UpChipotle Mexican Grill (CMG) earnings rose 25% while revenue rose 15% to $2.5 billion. Both beat views, with growth picking up from Q3. McDonald's (MCD) EPS rose 14%, beating. Revenue climbed 9% to $6.41 billion, slightly missing as the Mideast conflict took a toll. KFC, Pizza Hut and Taco Bell parent Yum Brands (YUM) missed views amid Mideast headwinds, with EPS down 4% and sales edging higher to $2.03 billion. Chipotle stock jumped to a new high. MCD fell on earnings but pared weekly losses. Yum rose slightly.Caterpillar, Terex Earnings MixedCaterpillar (CAT) reported Q4 adjusted EPS of $5.23, up 35% from a year ago and 47 cents ahead of estimates. Revenue grew 3% to $17.07 billion, roughly as expected. End results were stronger, with dealer inventories down by $900 million. The Dow giant sees flattish 2024 sales, but raised its margin guidance. CAT stock rose modestly, hitting a record high. Terex (TEX) earnings just topped views, while revenue slightly missed. The maker of aerial work platforms and materials processing equipment gave so-so guidance. Terex fell on earnings, erasing modest weekly gains.Biotech Earnings DivergeBiotech earnings were a split bag as Amgen (AMGN) and Vertex Pharmaceuticals (VRTX) beat fourth-quarter expectations, but Gilead Sciences (GILD) came in with light earnings and a narrow sales beat. On the flip side, Neurocrine Biosciences (NBIX) beat profit expectations, but sales came in light. Neurocrine guided to $2.1 billion to $2.2 billion in full-year sales of its bread-and-butter drug, Ingrezza, a treatment for tardive dyskinesia. That was slightly ahead of estimates. But Gilead's earnings guidance missed forecasts at the midpoint. For Amgen and Vertex, analysts focused on obesity and cystic fibrosis treatments, respectively. Amgen showed an increasing dose of its weight-loss drug led to 14.5% weight loss over 85 days, and Vertex said its next-generation triple-drug approach to cystic fibrosis outperformed its approved triplet, Trikafta, in two Phase 3 studies. All four biotech stocks fell for the week.Trucking Stocks Roll On EarningsArcBest (ARCB) and XPO (XPO) reported better-than-expected earnings. Less-than-truckload carrier ArcBest reported a 2% EPS gain, ending a four-quarter string of year-over-year declines. Revenue fell 6%, but  came in better than the double-digit declines in the prior three periods. XPO, with heavy less-than-truckload exposure, reported smaller year-over-year drops, with EPS off 23% and revenue down 9%. Both ARCB and XPO gapped higher in huge weeks, with several other trucking firms cruising higher.Ford, Toyota Jump On EarningsFord (F) joined General Motors (GM) in providing a bullish 2024 outlook after a less harsh-than-expected report for the final quarter of 2023. Ford earnings tumbled 43% in Q4 but easily beat views. Revenue rose 4% to $46 billion, defying views for a decline. Profit from Ford's commercial vehicle and combustion vehicle segments offset steep losses from its emerging electric-vehicle unit. Ford said it will launch next-gen EVs \"only when they can be profitable.\" Toyota (TM) and Honda (HMC) also boosted their profit forecasts, thanks in part to growing demand for hybrid vehicles. All three auto stocks jumped, with Toyota soaring to a record high.In BriefCloudfare (NET) reported a 166% EPS gain while Q4 revenue climbed 32% to $362.5 million, both beating. The software maker, which speeds up and secures web applications, guided up on 2024. Shares skyrocketed.Dynatrace (DT) reported a 28% EPS gain with revenue up 23% to $365 million, both modestly beating. The network monitoring software maker guided up on Q1, but shares fell sharply on earnings.Alibaba (BABA) reported a 4% EPS drop while revenue rose 2% to $36.7 billion, both slightly topping views. The Chinese e-commerce and cloud-computing giant also announced a $25 billion buyback. Shares fell solidly.O'Reilly Automotive (ORLY) reported an 11% EPS gain, slightly beating. Revenue climbed 5% to $3.83 billion, just missing. The auto parts retailer slumped, but held above the buy point.Spotify Technology (SPOT) jumped after the music streaming leader added 10 million premium subscribers in the fourth quarter to 236 million, slightly more than expected.Symbotic (SYM), a maker of robotic technologies for automating warehouses, reported in-line results for the December quarter but guided below views for the March quarter. Shares plunged 24% on Tuesday.Intapp (INTA) beat Wall Street's targets for the December quarter, but the enterprise cloud software firm disappointed with its in-line guidance for the current quarter. Shares plunged.CDW (CDW) narrowly beat earnings estimates but came up short on sales. The IT products reseller said customers are reducing or delaying purchases amid economic uncertainty. But shares rose sharply.Roblox (RBLX) surged higher after the youth-centric video game platform beat Q4 estimates and guided higher than views for Q1 and 2024.","news_type":1},"isVote":1,"tweetType":1,"viewCount":242,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":272236776526064,"gmtCreate":1707502027698,"gmtModify":1707525531876,"author":{"id":"3576326749731922","authorId":"3576326749731922","name":"Toby_Chua","avatar":"https://community-static.tradeup.com/news/82ec063fd73ccbceee82eab015cdf3fd","crmLevel":6,"crmLevelSwitch":1},"themes":[],"htmlText":"May the dragon year bring up the mighty Chinese n hkg stocks dragons","listText":"May the dragon year bring up the mighty Chinese n hkg stocks dragons","text":"May the dragon year bring up the mighty Chinese n hkg stocks dragons","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/272236776526064","isVote":1,"tweetType":1,"viewCount":130,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":272010914025736,"gmtCreate":1707446709113,"gmtModify":1707446713946,"author":{"id":"3576326749731922","authorId":"3576326749731922","name":"Toby_Chua","avatar":"https://community-static.tradeup.com/news/82ec063fd73ccbceee82eab015cdf3fd","crmLevel":6,"crmLevelSwitch":1},"themes":[],"htmlText":"Shorties back in force[RIP]&nbsp;&nbsp;","listText":"Shorties back in force[RIP]&nbsp;&nbsp;","text":"Shorties back in force[RIP]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/272010914025736","repostId":"2410746069","repostType":4,"repost":{"id":"2410746069","pubTimestamp":1707442133,"share":"https://www.laohu8.com/m/news/2410746069?lang=&edition=full","pubTime":"2024-02-09 09:28","market":"us","language":"en","title":"Alibaba Cut at Macquarie As Defense and Expansion Caps Earnings Upside","url":"https://stock-news.laohu8.com/highlight/detail?id=2410746069","media":"Investing.com","summary":"Alibaba (NYSE: BABA) was cut to Neutral from Outperform by Macquarie Equity Research analyst Ellie Jiang in a note to ...(Premium-only article. Please sign in or upgrade to SI Premium to view.)","content":"<html><head></head><body><p>Alibaba was cut to Neutral from Outperform by Macquarie Equity Research in a note to clients on Thursday. The firm has an $85.40 price target on the stock.</p><p style=\"text-align: left;\">Analysts told investors that following BABA&#39;s earnings, they see the company balancing defense and expansion, which they believe potentially caps earnings upside for now.</p><p style=\"text-align: left;\">They explained that BABA management is committed to stepping up investments in 2024E to defend its market leadership with EC (domestic/overseas) and cloud the priorities.</p><p style=\"text-align: left;\">&#34;While the soft numbers were somewhat anticipated by the market, we foresee high competitive intensity and macro uncertainty persisting for the time being, which would push BABA into a new investment cycle and potentially blur earnings visibility in upcoming periods,&#34; the analysts explained.</p><p style=\"text-align: left;\">&#34;We see some savings from non-core units to partially offset incremental investments but expect group earnings to enter a declining trajectory, with adj. EBITA -3% yoy in FY3/25E,&#34; added the analysts.</p><p> U.S.-listed shares of Alibaba were down 3.88% on Thursday.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/6a935e154a841f222a3e187c3bbb0b16\" tg-width=\"795\" tg-height=\"619\"/></p><p></p></body></html>","source":"investingArticles_highlight","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Alibaba Cut at Macquarie As Defense and Expansion Caps Earnings Upside</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nAlibaba Cut at Macquarie As Defense and Expansion Caps Earnings Upside\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-02-09 09:28 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://in.investing.com/news/alibaba-cut-at-macquarie-as-defense-and-expansion-caps-earnings-upside-432SI-4010058><strong>Investing.com</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Alibaba was cut to Neutral from Outperform by Macquarie Equity Research in a note to clients on Thursday. The firm has an $85.40 price target on the stock.Analysts told investors that following BABA's...</p>\n\n<a href=\"https://in.investing.com/news/alibaba-cut-at-macquarie-as-defense-and-expansion-caps-earnings-upside-432SI-4010058\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"09988":"阿里巴巴-SW","BABA":"阿里巴巴"},"source_url":"https://in.investing.com/news/alibaba-cut-at-macquarie-as-defense-and-expansion-caps-earnings-upside-432SI-4010058","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2410746069","content_text":"Alibaba was cut to Neutral from Outperform by Macquarie Equity Research in a note to clients on Thursday. The firm has an $85.40 price target on the stock.Analysts told investors that following BABA's earnings, they see the company balancing defense and expansion, which they believe potentially caps earnings upside for now.They explained that BABA management is committed to stepping up investments in 2024E to defend its market leadership with EC (domestic/overseas) and cloud the priorities.\"While the soft numbers were somewhat anticipated by the market, we foresee high competitive intensity and macro uncertainty persisting for the time being, which would push BABA into a new investment cycle and potentially blur earnings visibility in upcoming periods,\" the analysts explained.\"We see some savings from non-core units to partially offset incremental investments but expect group earnings to enter a declining trajectory, with adj. EBITA -3% yoy in FY3/25E,\" added the analysts. U.S.-listed shares of Alibaba were down 3.88% on Thursday.","news_type":1},"isVote":1,"tweetType":1,"viewCount":125,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":271642041192728,"gmtCreate":1707356653218,"gmtModify":1707356657842,"author":{"id":"3576326749731922","authorId":"3576326749731922","name":"Toby_Chua","avatar":"https://community-static.tradeup.com/news/82ec063fd73ccbceee82eab015cdf3fd","crmLevel":6,"crmLevelSwitch":1},"themes":[],"htmlText":"Stabilize n accumulation phase with 1 to 3 years horizon for HKD 100 break up","listText":"Stabilize n accumulation phase with 1 to 3 years horizon for HKD 100 break up","text":"Stabilize n accumulation phase with 1 to 3 years horizon for HKD 100 break up","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/271642041192728","repostId":"1190722861","repostType":4,"isVote":1,"tweetType":1,"viewCount":174,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":270022787481832,"gmtCreate":1706932497257,"gmtModify":1706939537922,"author":{"id":"3576326749731922","authorId":"3576326749731922","name":"Toby_Chua","avatar":"https://community-static.tradeup.com/news/82ec063fd73ccbceee82eab015cdf3fd","crmLevel":6,"crmLevelSwitch":1},"themes":[],"htmlText":"Long patience is required to invest in Chinese stocks with no guarantee of success&nbsp;","listText":"Long patience is required to invest in Chinese stocks with no guarantee of success&nbsp;","text":"Long patience is required to invest in Chinese stocks with no guarantee of success","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/270022787481832","repostId":"2408360011","repostType":4,"repost":{"id":"2408360011","weMediaInfo":{"introduction":"Reuters.com brings you the latest news from around the world, covering breaking news in markets, business, politics, entertainment and technology","home_visible":1,"media_name":"Reuters","id":"1036604489","head_image":"https://static.tigerbbs.com/443ce19704621c837795676028cec868"},"pubTimestamp":1706882400,"share":"https://www.laohu8.com/m/news/2408360011?lang=&edition=full","pubTime":"2024-02-02 22:00","market":"us","language":"en","title":"Alibaba Considers Sale of Consumer Assets Including Freshippo, RT-Mart - Sources","url":"https://stock-news.laohu8.com/highlight/detail?id=2408360011","media":"Reuters","summary":"HONG KONG, Feb 2 (Reuters) - Chinese internet giant Alibaba Group is looking to sell a number of consumer sector assets, including grocery business Freshippo and retailer RT-Mart, three sources with k","content":"<html><head></head><body><p>HONG KONG, Feb 2 (Reuters) - Chinese internet giant Alibaba Group is looking to sell a number of consumer sector assets, including grocery business Freshippo and retailer RT-Mart, three sources with knowledge of the situation said.</p><p>The sale plan comes as Alibaba, under chairman Joe Tsai and newly appointed chief executive Eddie Wu, has shifted focus back to its core profitable e-commerce business model while divesting non-core, loss-making units, said one of the people.</p><p>Alibaba has been in talks with strategic and financial investors about these assets, said the sources, who declined to be named as the discussions were confidential. The assets also include shopping mall operator Intime, one of the sources said.</p><p>Discussions are at an early stage and Alibaba may decide not to proceed, the sources said.</p><p>Bloomberg reported on Thursday that Alibaba is considering selling InTime and has reached out to several firms to gauge their interest in acquiring its department store arm.</p><p>Alibaba, RT-Mart and Intime did not immediately respond to Reuters&#39; requests for comment.</p><p>A spokesperson for Freshippo denied that Alibaba was planning to sell the company and declined to comment further.</p><p>The divestment efforts also come amid Alibaba&#39;s broad restructuring and China&#39;s tightened scrutiny over initial public offerings in a already challenging capital markets that have hampered startups&#39; ability to raise funds.</p><p>Wu, who took office after predecessor Daniel Zhang stepped down in September, set out the company&#39;s future strategy two months later, saying that each of its businesses would face the market more independently and that it would conduct a strategic review to distinguish between &#34;core&#34; and &#34;non-core&#34; businesses.</p><p>&#34;With the change of Alibaba management, they are more focused on their core business, which is obviously domestic e-commerce, and they want to invest in more AI, cloud computing, and also overseas expansion,&#34; said Jason Yu, greater China managing director of market research firm Kantar Worldpanel.</p><p>&#34;These offline businesses do require a huge amount of effort and resources and it&#39;s proven quite difficult to actually integrate with their core business, which is the online commerce business,&#34; he said.</p><p>Alibaba announced a plan in March to split into six units and explore fundraisings or listings for most of them. It has since filed a Hong Kong listing application for the logistics arm Cainiao in September.</p><p>Freshippo, or Hema in Chinese, is a supermarket chain in China which also offers services such as dine-in and 30-minute home delivery. Launched in 2015, it has more than 300 stores in 28 cities, according to its website.</p><p>It was looking to list in Hong Kong last year but the plan was put on hold to better evaluate market conditions, Alibaba said in November.</p><p>In 2022, the grocery chain set out to raise funds at a valuation of about $6 billion, much lower than a hoped-for $10 billion. Freshippo has not announced the completion of the fundraising to date.</p><p>Alibaba invested $3.6 billion in 2020 to acquire a controlling stake in hypermarket operator Sun Art Retail Group Ltd, which runs RT-Mart, after buying a 21% stake in the company three years earlier.</p><p>The group expanded in China&#39;s brick and mortar retail sector, as growth in e-commerce slowed, but that strategy has not translated into profits, one of the sources and analysts said.</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Alibaba Considers Sale of Consumer Assets Including Freshippo, RT-Mart - Sources</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nAlibaba Considers Sale of Consumer Assets Including Freshippo, RT-Mart - Sources\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1036604489\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/443ce19704621c837795676028cec868);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Reuters </p>\n<p class=\"h-time\">2024-02-02 22:00</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>HONG KONG, Feb 2 (Reuters) - Chinese internet giant Alibaba Group is looking to sell a number of consumer sector assets, including grocery business Freshippo and retailer RT-Mart, three sources with knowledge of the situation said.</p><p>The sale plan comes as Alibaba, under chairman Joe Tsai and newly appointed chief executive Eddie Wu, has shifted focus back to its core profitable e-commerce business model while divesting non-core, loss-making units, said one of the people.</p><p>Alibaba has been in talks with strategic and financial investors about these assets, said the sources, who declined to be named as the discussions were confidential. The assets also include shopping mall operator Intime, one of the sources said.</p><p>Discussions are at an early stage and Alibaba may decide not to proceed, the sources said.</p><p>Bloomberg reported on Thursday that Alibaba is considering selling InTime and has reached out to several firms to gauge their interest in acquiring its department store arm.</p><p>Alibaba, RT-Mart and Intime did not immediately respond to Reuters&#39; requests for comment.</p><p>A spokesperson for Freshippo denied that Alibaba was planning to sell the company and declined to comment further.</p><p>The divestment efforts also come amid Alibaba&#39;s broad restructuring and China&#39;s tightened scrutiny over initial public offerings in a already challenging capital markets that have hampered startups&#39; ability to raise funds.</p><p>Wu, who took office after predecessor Daniel Zhang stepped down in September, set out the company&#39;s future strategy two months later, saying that each of its businesses would face the market more independently and that it would conduct a strategic review to distinguish between &#34;core&#34; and &#34;non-core&#34; businesses.</p><p>&#34;With the change of Alibaba management, they are more focused on their core business, which is obviously domestic e-commerce, and they want to invest in more AI, cloud computing, and also overseas expansion,&#34; said Jason Yu, greater China managing director of market research firm Kantar Worldpanel.</p><p>&#34;These offline businesses do require a huge amount of effort and resources and it&#39;s proven quite difficult to actually integrate with their core business, which is the online commerce business,&#34; he said.</p><p>Alibaba announced a plan in March to split into six units and explore fundraisings or listings for most of them. It has since filed a Hong Kong listing application for the logistics arm Cainiao in September.</p><p>Freshippo, or Hema in Chinese, is a supermarket chain in China which also offers services such as dine-in and 30-minute home delivery. Launched in 2015, it has more than 300 stores in 28 cities, according to its website.</p><p>It was looking to list in Hong Kong last year but the plan was put on hold to better evaluate market conditions, Alibaba said in November.</p><p>In 2022, the grocery chain set out to raise funds at a valuation of about $6 billion, much lower than a hoped-for $10 billion. Freshippo has not announced the completion of the fundraising to date.</p><p>Alibaba invested $3.6 billion in 2020 to acquire a controlling stake in hypermarket operator Sun Art Retail Group Ltd, which runs RT-Mart, after buying a 21% stake in the company three years earlier.</p><p>The group expanded in China&#39;s brick and mortar retail sector, as growth in e-commerce slowed, but that strategy has not translated into profits, one of the sources and analysts said.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"89988":"阿里巴巴-SWR","BK1501":"阿里概念股","LU0320764243.SGD":"FTIF - Templeton Emerging Markets A Acc SGD","BK1177":"大卖场与超市","IE00BMPRXR70.SGD":"Neuberger Berman 5G Connectivity A Acc SGD-H","LU0348805143.USD":"ALLIANZ ENHANCED ALL CHINA EQUITY \"A\" (USD) INC","LU0048597586.USD":"富达亚洲焦点A","LU0211977185.USD":"EASTSPRING INVESTMENTS GREATER CHINA EQUITY \"A\" ACC","LU0163747925.USD":"EASTSPRING INVESTMENTS ASIAN EQUITY A ACC","LU0348783233.USD":"安联东方收入型 CI A Dis美元","LU0228659784.USD":"施罗德金砖四国基金","LU0348825331.USD":"ALLIANZ CHINA EQUITY \"A\" (USD) INC","LU0128522157.USD":"TEMPLETON ASIAN GROWTH \"A\" ACC","BK1588":"回港中概股","LU0084288322.USD":"Natixis Asia Equity RD USD","LU0384037296.USD":"ALLIANZ ASIAN MULTI INCOME PLUS \"AT\" (USD) ACC","LU0348788117.USD":"ALLIANZ EMERGING ASIA EQUITY \"A\" (USD) INC","LU0054450605.USD":"HSBC GIF GLOBAL EMERGING MARKTS EQ \"AD\" INC","BK1249":"综合零售","LU0370786039.SGD":"Fidelity Greater China A-SGD","LU0287142896.SGD":"Fidelity China Focus A-SGD","LU0051755006.USD":"摩根大通中国A (dist)","IE0032431581.USD":"PINEBRIDGE GREATER CHINA EQUITY \"A\" (USD) ACC","IE00B3M56506.USD":"NEUBERGER BERMAN EMERGING MARKETS EQUITY \"A\" (USD) ACC","LU0181495838.USD":"施罗德新兴亚洲A Acc","LU0251144936.SGD":"Fidelity Sustainable Asia Equity A-SGD","LU0417516571.SGD":"Allianz Oriental Income Cl AT Acc SGD","BABA":"阿里巴巴","LU0029874905.USD":"TEMPLETON EMERGING MARKETS \"A\" INC","LU0130103400.USD":"Natixis Harris Associates Global Equity RA USD","LU0052750758.USD":"富兰克林中国基金A Acc","LU0043850808.USD":"HSBC GIF ASIA EX JAPAN EQUITY \"AD\" INC","09988":"阿里巴巴-SW","LU0320764599.SGD":"FTIF - Templeton China A Acc SGD","LU0173614495.USD":"富达中国焦点A","LU0127658192.USD":"EASTSPRING INVESTMENTS GLOBAL TECHNOLOGY \"A\" (USD) ACC","BK1586":"云计算","LU0359201612.USD":"贝莱德中国基金A2","LU0106959298.USD":"UBS (LUX) EQUITY FUND - EMERGING MARKETS SUSTAINABLE LEADERS (USD) \"P\" (USD) ACC","BK1591":"就地过年概念","LU0214875030.USD":"HSBC GIF BRIC EQUITY \"M2C\" (USD) ACC","LU0048580855.USD":"富达大中华区A","LU0348735423.USD":"ALLIANZ HONG KONG EQUITY \"A\" (USD) INC","LU0320764755.SGD":"FTIF - Templeton Asian Growth A Acc SGD","LU0293314216.USD":"ALLIANZ GEM EQUITY HIGH DIVIDEND \"A\" (USD) ACC","BK1517":"云办公","LU0417516738.SGD":"Allianz Hong Kong Equity AT Acc SGD","BK1502":"双十一","BK1584":"蚂蚁金服概念"},"source_url":"https://api.rkd.refinitiv.com/api/News/News.svc/REST/News_1/RetrieveStoryML_1","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2408360011","content_text":"HONG KONG, Feb 2 (Reuters) - Chinese internet giant Alibaba Group is looking to sell a number of consumer sector assets, including grocery business Freshippo and retailer RT-Mart, three sources with knowledge of the situation said.The sale plan comes as Alibaba, under chairman Joe Tsai and newly appointed chief executive Eddie Wu, has shifted focus back to its core profitable e-commerce business model while divesting non-core, loss-making units, said one of the people.Alibaba has been in talks with strategic and financial investors about these assets, said the sources, who declined to be named as the discussions were confidential. The assets also include shopping mall operator Intime, one of the sources said.Discussions are at an early stage and Alibaba may decide not to proceed, the sources said.Bloomberg reported on Thursday that Alibaba is considering selling InTime and has reached out to several firms to gauge their interest in acquiring its department store arm.Alibaba, RT-Mart and Intime did not immediately respond to Reuters' requests for comment.A spokesperson for Freshippo denied that Alibaba was planning to sell the company and declined to comment further.The divestment efforts also come amid Alibaba's broad restructuring and China's tightened scrutiny over initial public offerings in a already challenging capital markets that have hampered startups' ability to raise funds.Wu, who took office after predecessor Daniel Zhang stepped down in September, set out the company's future strategy two months later, saying that each of its businesses would face the market more independently and that it would conduct a strategic review to distinguish between \"core\" and \"non-core\" businesses.\"With the change of Alibaba management, they are more focused on their core business, which is obviously domestic e-commerce, and they want to invest in more AI, cloud computing, and also overseas expansion,\" said Jason Yu, greater China managing director of market research firm Kantar Worldpanel.\"These offline businesses do require a huge amount of effort and resources and it's proven quite difficult to actually integrate with their core business, which is the online commerce business,\" he said.Alibaba announced a plan in March to split into six units and explore fundraisings or listings for most of them. It has since filed a Hong Kong listing application for the logistics arm Cainiao in September.Freshippo, or Hema in Chinese, is a supermarket chain in China which also offers services such as dine-in and 30-minute home delivery. Launched in 2015, it has more than 300 stores in 28 cities, according to its website.It was looking to list in Hong Kong last year but the plan was put on hold to better evaluate market conditions, Alibaba said in November.In 2022, the grocery chain set out to raise funds at a valuation of about $6 billion, much lower than a hoped-for $10 billion. Freshippo has not announced the completion of the fundraising to date.Alibaba invested $3.6 billion in 2020 to acquire a controlling stake in hypermarket operator Sun Art Retail Group Ltd, which runs RT-Mart, after buying a 21% stake in the company three years earlier.The group expanded in China's brick and mortar retail sector, as growth in e-commerce slowed, but that strategy has not translated into profits, one of the sources and analysts said.","news_type":1},"isVote":1,"tweetType":1,"viewCount":213,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":267429233893384,"gmtCreate":1706321390548,"gmtModify":1706321395278,"author":{"id":"3576326749731922","authorId":"3576326749731922","name":"Toby_Chua","avatar":"https://community-static.tradeup.com/news/82ec063fd73ccbceee82eab015cdf3fd","crmLevel":6,"crmLevelSwitch":1},"themes":[],"htmlText":"It is better to have good feng shui to have positive energy to enjoy the life journey and better use it to overcome life obstacles n helping those in needs along the way","listText":"It is better to have good feng shui to have positive energy to enjoy the life journey and better use it to overcome life obstacles n helping those in needs along the way","text":"It is better to have good feng shui to have positive energy to enjoy the life journey and better use it to overcome life obstacles n helping those in needs along the way","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/267429233893384","isVote":1,"tweetType":1,"viewCount":155,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":266900894371920,"gmtCreate":1706171370733,"gmtModify":1706171375550,"author":{"id":"3576326749731922","authorId":"3576326749731922","name":"Toby_Chua","avatar":"https://community-static.tradeup.com/news/82ec063fd73ccbceee82eab015cdf3fd","crmLevel":6,"crmLevelSwitch":1},"themes":[],"htmlText":"Good for airlines transport retail food n beverage&nbsp;industries&nbsp;","listText":"Good for airlines transport retail food n beverage&nbsp;industries&nbsp;","text":"Good for airlines transport retail food n beverage industries","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/266900894371920","repostId":"2406288256","repostType":4,"repost":{"id":"2406288256","pubTimestamp":1706168945,"share":"https://www.laohu8.com/m/news/2406288256?lang=&edition=full","pubTime":"2024-01-25 15:49","market":"us","language":"en","title":"China, Singapore to Implement 30-Day Visa-Free Policy From Feb. 9","url":"https://stock-news.laohu8.com/highlight/detail?id=2406288256","media":"China News","summary":"BEIJING, Jan 25 (Reuters) - China and Singapore signed an agreement on mutual visa exemption on Thursday, with effect from Feb. 9, Chinese state television CCTV reported.","content":"<html><head></head><body><p style=\"text-align: start;\">Passport holders from China and Singapore will be exempt from visas for entry into each other&#39;s countries for purposes like tourism, family visits, business, and other private affairs, with a stay of no more than 30 days.</p><p style=\"text-align: start;\">The agreement will officially come into effect on Feb. 9, 2024 (Chinese New Year&#39;s Eve).</p><p style=\"text-align: start;\">Government representatives of the two countries signed the &#34;Agreement between the Government of the People&#39;s Republic of China and the Government of the Republic of Singapore on Mutual Visa Exemption for Holders of Ordinary Passports&#34; on Thursday.</p><p style=\"text-align: start;\">For activities requiring prior approval, like working, news reporting in the host country, and staying for more than 30 days, the corresponding visas must be obtained before entering the host country.</p><p style=\"text-align: start;\">China has signed mutual visa exemption agreements with 157 countries, covering different passport types, and with 44 countries for simplified visa procedures or arrangements. It has achieved comprehensive visa exemption with 22 countries, including Singapore, the Maldives, and Kazakhstan.</p><p style=\"text-align: start;\">In addition, more than 60 countries and regions grant Chinese citizens visa-free or visa-on-arrival privileges. Outbound travel for Chinese citizens has significantly improved.</p><p style=\"text-align: start;\">Wu Xi, director general of the Department of Consular Affairs of China&#39;s Ministry of Foreign Affairs, said the country has implemented a series of measures to facilitate people-to-people exchanges, demonstrating China&#39;s determination to promote high-level opening-up.</p><p style=\"text-align: start;\">China welcomes friends from all over the world to visit, do business, invest, and study in the country, Wu said.</p></body></html>","source":"lsy1706169465204","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>China, Singapore to Implement 30-Day Visa-Free Policy From Feb. 9</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nChina, Singapore to Implement 30-Day Visa-Free Policy From Feb. 9\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-01-25 15:49 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://api.rkd.refinitiv.com/api/News/News.svc/REST/News_1/RetrieveStoryML_1><strong>China News</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Passport holders from China and Singapore will be exempt from visas for entry into each other's countries for purposes like tourism, family visits, business, and other private affairs, with a stay of ...</p>\n\n<a href=\"https://api.rkd.refinitiv.com/api/News/News.svc/REST/News_1/RetrieveStoryML_1\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"A68U.SI":"雅诗阁公寓信托","H15.SI":"旅店置业","STI.SI":"富时新加坡海峡指数","ACV.SI":"辉盛国际信托","G13.SI":"云顶新加坡","M04.SI":"文华东方国际有限公司","C6L.SI":"新加坡航空公司"},"source_url":"https://api.rkd.refinitiv.com/api/News/News.svc/REST/News_1/RetrieveStoryML_1","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2406288256","content_text":"Passport holders from China and Singapore will be exempt from visas for entry into each other's countries for purposes like tourism, family visits, business, and other private affairs, with a stay of no more than 30 days.The agreement will officially come into effect on Feb. 9, 2024 (Chinese New Year's Eve).Government representatives of the two countries signed the \"Agreement between the Government of the People's Republic of China and the Government of the Republic of Singapore on Mutual Visa Exemption for Holders of Ordinary Passports\" on Thursday.For activities requiring prior approval, like working, news reporting in the host country, and staying for more than 30 days, the corresponding visas must be obtained before entering the host country.China has signed mutual visa exemption agreements with 157 countries, covering different passport types, and with 44 countries for simplified visa procedures or arrangements. It has achieved comprehensive visa exemption with 22 countries, including Singapore, the Maldives, and Kazakhstan.In addition, more than 60 countries and regions grant Chinese citizens visa-free or visa-on-arrival privileges. Outbound travel for Chinese citizens has significantly improved.Wu Xi, director general of the Department of Consular Affairs of China's Ministry of Foreign Affairs, said the country has implemented a series of measures to facilitate people-to-people exchanges, demonstrating China's determination to promote high-level opening-up.China welcomes friends from all over the world to visit, do business, invest, and study in the country, Wu said.","news_type":1},"isVote":1,"tweetType":1,"viewCount":172,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":266899931795592,"gmtCreate":1706171031848,"gmtModify":1706171033647,"author":{"id":"3576326749731922","authorId":"3576326749731922","name":"Toby_Chua","avatar":"https://community-static.tradeup.com/news/82ec063fd73ccbceee82eab015cdf3fd","crmLevel":6,"crmLevelSwitch":1},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/M44U.SI\">$Mapletree Log Tr(M44U.SI)$&nbsp;</a><v-v data-views=\"1\"></v-v>&nbsp;","listText":"<a href=\"https://ttm.financial/S/M44U.SI\">$Mapletree Log Tr(M44U.SI)$&nbsp;</a><v-v data-views=\"1\"></v-v>&nbsp;","text":"$Mapletree Log Tr(M44U.SI)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/266899931795592","isVote":1,"tweetType":1,"viewCount":115,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":266899969527808,"gmtCreate":1706171024717,"gmtModify":1706171026558,"author":{"id":"3576326749731922","authorId":"3576326749731922","name":"Toby_Chua","avatar":"https://community-static.tradeup.com/news/82ec063fd73ccbceee82eab015cdf3fd","crmLevel":6,"crmLevelSwitch":1},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/M44U.SI\">$Mapletree Log Tr(M44U.SI)$&nbsp;</a><v-v data-views=\"0\"></v-v>&nbsp;","listText":"<a href=\"https://ttm.financial/S/M44U.SI\">$Mapletree Log Tr(M44U.SI)$&nbsp;</a><v-v data-views=\"0\"></v-v>&nbsp;","text":"$Mapletree Log Tr(M44U.SI)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/266899969527808","isVote":1,"tweetType":1,"viewCount":113,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":266125006205184,"gmtCreate":1705992466073,"gmtModify":1705993222532,"author":{"id":"3576326749731922","authorId":"3576326749731922","name":"Toby_Chua","avatar":"https://community-static.tradeup.com/news/82ec063fd73ccbceee82eab015cdf3fd","crmLevel":6,"crmLevelSwitch":1},"themes":[],"htmlText":"China does not believe in printing more money to boost short term growth like what has been done in the west. They are deleveragging responsibly which needs time but the market does not have the patience n pull the funds out to buy higher high Japan n USA markets. Unfortunately Chinese bullets are not as much as western funds which draw or suck in money from whole world to manipulate the play book. Once Chinese n HKG shares are driven down to attractive level they would arrive to mob up the shares n control the board n companies... history is repeating itself like what Japan faced in early 1990.... hopefully China can put up a good fight n God bless them","listText":"China does not believe in printing more money to boost short term growth like what has been done in the west. They are deleveragging responsibly which needs time but the market does not have the patience n pull the funds out to buy higher high Japan n USA markets. Unfortunately Chinese bullets are not as much as western funds which draw or suck in money from whole world to manipulate the play book. Once Chinese n HKG shares are driven down to attractive level they would arrive to mob up the shares n control the board n companies... history is repeating itself like what Japan faced in early 1990.... hopefully China can put up a good fight n God bless them","text":"China does not believe in printing more money to boost short term growth like what has been done in the west. They are deleveragging responsibly which needs time but the market does not have the patience n pull the funds out to buy higher high Japan n USA markets. Unfortunately Chinese bullets are not as much as western funds which draw or suck in money from whole world to manipulate the play book. Once Chinese n HKG shares are driven down to attractive level they would arrive to mob up the shares n control the board n companies... history is repeating itself like what Japan faced in early 1990.... hopefully China can put up a good fight n God bless them","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/266125006205184","repostId":"2405163174","repostType":4,"isVote":1,"tweetType":1,"viewCount":159,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":265715629785224,"gmtCreate":1705896174400,"gmtModify":1705896178773,"author":{"id":"3576326749731922","authorId":"3576326749731922","name":"Toby_Chua","avatar":"https://community-static.tradeup.com/news/82ec063fd73ccbceee82eab015cdf3fd","crmLevel":6,"crmLevelSwitch":1},"themes":[],"htmlText":"Funds liquidated from hkex n bought Japan n USA high goes higher low gets lower as usual human nature of greed n fear","listText":"Funds liquidated from hkex n bought Japan n USA high goes higher low gets lower as usual human nature of greed n fear","text":"Funds liquidated from hkex n bought Japan n USA high goes higher low gets lower as usual human nature of greed n fear","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/265715629785224","repostId":"1129073800","repostType":4,"isVote":1,"tweetType":1,"viewCount":105,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":259941396861128,"gmtCreate":1704472617615,"gmtModify":1704472621921,"author":{"id":"3576326749731922","authorId":"3576326749731922","name":"Toby_Chua","avatar":"https://community-static.tradeup.com/news/82ec063fd73ccbceee82eab015cdf3fd","crmLevel":6,"crmLevelSwitch":1},"themes":[],"htmlText":"Sentiment is bearish for this January as the valuation for US tech stocks are over stretched ...","listText":"Sentiment is bearish for this January as the valuation for US tech stocks are over stretched ...","text":"Sentiment is bearish for this January as the valuation for US tech stocks are over stretched ...","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/259941396861128","isVote":1,"tweetType":1,"viewCount":50,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":259939626328296,"gmtCreate":1704472310820,"gmtModify":1704472315388,"author":{"id":"3576326749731922","authorId":"3576326749731922","name":"Toby_Chua","avatar":"https://community-static.tradeup.com/news/82ec063fd73ccbceee82eab015cdf3fd","crmLevel":6,"crmLevelSwitch":1},"themes":[],"htmlText":"I would opt for Ping An currently beaten down to multi-year support level of around HK$33....it should revert to it's valuation mean $50 level within 2024 for about 50% capital gain n not forgetting its juicy dividend yield of 8%","listText":"I would opt for Ping An currently beaten down to multi-year support level of around HK$33....it should revert to it's valuation mean $50 level within 2024 for about 50% capital gain n not forgetting its juicy dividend yield of 8%","text":"I would opt for Ping An currently beaten down to multi-year support level of around HK$33....it should revert to it's valuation mean $50 level within 2024 for about 50% capital gain n not forgetting its juicy dividend yield of 8%","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/259939626328296","isVote":1,"tweetType":1,"viewCount":138,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":259061708230672,"gmtCreate":1704260056668,"gmtModify":1704260059272,"author":{"id":"3576326749731922","authorId":"3576326749731922","name":"Toby_Chua","avatar":"https://community-static.tradeup.com/news/82ec063fd73ccbceee82eab015cdf3fd","crmLevel":6,"crmLevelSwitch":1},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/02318\">$PING AN(02318)$&nbsp;</a><v-v data-views=\"1\"></v-v> hovering at multi-year support level&nbsp;","listText":"<a href=\"https://ttm.financial/S/02318\">$PING AN(02318)$&nbsp;</a><v-v data-views=\"1\"></v-v> hovering at multi-year support level&nbsp;","text":"$PING AN(02318)$ hovering at multi-year support level","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/259061708230672","isVote":1,"tweetType":1,"viewCount":155,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":257152952262720,"gmtCreate":1703815367181,"gmtModify":1703815619508,"author":{"id":"3576326749731922","authorId":"3576326749731922","name":"Toby_Chua","avatar":"https://community-static.tradeup.com/news/82ec063fd73ccbceee82eab015cdf3fd","crmLevel":6,"crmLevelSwitch":1},"themes":[],"htmlText":"It will as some profits from stocks will be diverted to Bitcoin for diversification plus riding on bullish market&nbsp;mood ... bullish emotion lift all boats","listText":"It will as some profits from stocks will be diverted to Bitcoin for diversification plus riding on bullish market&nbsp;mood ... bullish emotion lift all boats","text":"It will as some profits from stocks will be diverted to Bitcoin for diversification plus riding on bullish market mood ... bullish emotion lift all boats","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/257152952262720","isVote":1,"tweetType":1,"viewCount":59,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":257151670071464,"gmtCreate":1703815204385,"gmtModify":1703815208461,"author":{"id":"3576326749731922","authorId":"3576326749731922","name":"Toby_Chua","avatar":"https://community-static.tradeup.com/news/82ec063fd73ccbceee82eab015cdf3fd","crmLevel":6,"crmLevelSwitch":1},"themes":[],"htmlText":"I would vote for reversion as the market will reverse to it's means over time","listText":"I would vote for reversion as the market will reverse to it's means over time","text":"I would vote for reversion as the market will reverse to it's means over time","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/257151670071464","isVote":1,"tweetType":1,"viewCount":143,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":256873635135656,"gmtCreate":1703747324762,"gmtModify":1703747328864,"author":{"id":"3576326749731922","authorId":"3576326749731922","name":"Toby_Chua","avatar":"https://community-static.tradeup.com/news/82ec063fd73ccbceee82eab015cdf3fd","crmLevel":6,"crmLevelSwitch":1},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/02318\">$PING AN(02318)$&nbsp;</a><v-v data-views=\"1\"></v-v>bullish trend to HK$50 by mid January reporting&nbsp;","listText":"<a href=\"https://ttm.financial/S/02318\">$PING AN(02318)$&nbsp;</a><v-v data-views=\"1\"></v-v>bullish trend to HK$50 by mid January reporting&nbsp;","text":"$PING AN(02318)$ bullish trend to HK$50 by mid January reporting","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/256873635135656","isVote":1,"tweetType":1,"viewCount":165,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"hots":[{"id":9072322682,"gmtCreate":1657961600946,"gmtModify":1676536088726,"author":{"id":"3576326749731922","authorId":"3576326749731922","name":"Toby_Chua","avatar":"https://community-static.tradeup.com/news/82ec063fd73ccbceee82eab015cdf3fd","crmLevel":6,"crmLevelSwitch":1},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/03988\">$BANK OF CHINA(03988)$</a>Good price to enter...state support if collapse China will collapse n whole world to follow&nbsp;","listText":"<a href=\"https://ttm.financial/S/03988\">$BANK OF CHINA(03988)$</a>Good price to enter...state support if collapse China will collapse n whole world to follow&nbsp;","text":"$BANK OF CHINA(03988)$Good price to enter...state support if collapse China will collapse n whole world to follow","images":[{"img":"https://community-static.tradeup.com/news/45eb9f650d034eb2a82843124220e9d1","width":"1080","height":"2397"}],"top":1,"highlighted":2,"essential":1,"paper":1,"likeSize":85,"commentSize":0,"repostSize":1,"link":"https://ttm.financial/post/9072322682","isVote":1,"tweetType":1,"viewCount":2675,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3577147550207659","authorId":"3577147550207659","name":"金錢弟","avatar":"https://community-static.tradeup.com/news/f3b7f4f61fb8c80cae1f168a1a712413","crmLevel":1,"crmLevelSwitch":0},"content":"This stock is only 10% below its yearly high of $2.9, no need to panic.","text":"This stock is only 10% below its yearly high of $2.9, no need to panic.","html":"This stock is only 10% below its yearly high of $2.9, no need to panic."}],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9049613724,"gmtCreate":1655782440668,"gmtModify":1676535704683,"author":{"id":"3576326749731922","authorId":"3576326749731922","name":"Toby_Chua","avatar":"https://community-static.tradeup.com/news/82ec063fd73ccbceee82eab015cdf3fd","crmLevel":6,"crmLevelSwitch":1},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/TDOC\">$Teladoc Health Inc.(TDOC)$</a>beaten down growth stock require heart of steel to keep adding n believe its long term potential&nbsp;","listText":"<a href=\"https://ttm.financial/S/TDOC\">$Teladoc Health Inc.(TDOC)$</a>beaten down growth stock require heart of steel to keep adding n believe its long term potential&nbsp;","text":"$Teladoc Health Inc.(TDOC)$beaten down growth stock require heart of steel to keep adding n believe its long term potential","images":[{"img":"https://community-static.tradeup.com/news/301ee567d26fcb38a4d16c7dd1bf7e3b","width":"1080","height":"3438"}],"top":1,"highlighted":2,"essential":1,"paper":1,"likeSize":54,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9049613724","isVote":1,"tweetType":1,"viewCount":991,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9084652075,"gmtCreate":1650859758661,"gmtModify":1676534805261,"author":{"id":"3576326749731922","authorId":"3576326749731922","name":"Toby_Chua","avatar":"https://community-static.tradeup.com/news/82ec063fd73ccbceee82eab015cdf3fd","crmLevel":6,"crmLevelSwitch":1},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/BS6.SPO.SI\">$YANGZIJIANG SHIPBLDG HLDGS LTD - Spinoff(BS6.SPO.SI)$</a>iinterezti g how Tiger knows the listing price?","listText":"<a href=\"https://ttm.financial/S/BS6.SPO.SI\">$YANGZIJIANG SHIPBLDG HLDGS LTD - Spinoff(BS6.SPO.SI)$</a>iinterezti g how Tiger knows the listing price?","text":"$YANGZIJIANG SHIPBLDG HLDGS LTD - Spinoff(BS6.SPO.SI)$iinterezti g how Tiger knows the listing price?","images":[{"img":"https://community-static.tradeup.com/news/ab47c267cbe9da3d6ec2a3e829047b27","width":"1080","height":"1920"}],"top":1,"highlighted":2,"essential":1,"paper":1,"likeSize":50,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9084652075","isVote":1,"tweetType":1,"viewCount":1502,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9070014811,"gmtCreate":1656983669833,"gmtModify":1676535926746,"author":{"id":"3576326749731922","authorId":"3576326749731922","name":"Toby_Chua","avatar":"https://community-static.tradeup.com/news/82ec063fd73ccbceee82eab015cdf3fd","crmLevel":6,"crmLevelSwitch":1},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/DHLU.SI\">$Daiwa Hse Log Tr(DHLU.SI)$</a>Current price near to 52 weeks low buy slowly in tranches for dividend play&nbsp;","listText":"<a href=\"https://ttm.financial/S/DHLU.SI\">$Daiwa Hse Log Tr(DHLU.SI)$</a>Current price near to 52 weeks low buy slowly in tranches for dividend play&nbsp;","text":"$Daiwa Hse Log Tr(DHLU.SI)$Current price near to 52 weeks low buy slowly in tranches for dividend play","images":[{"img":"https://community-static.tradeup.com/news/8daba661609f505f57615c56f829e48b","width":"1080","height":"1920"}],"top":1,"highlighted":2,"essential":1,"paper":1,"likeSize":45,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9070014811","isVote":1,"tweetType":1,"viewCount":959,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9048328864,"gmtCreate":1656144211458,"gmtModify":1676535776276,"author":{"id":"3576326749731922","authorId":"3576326749731922","name":"Toby_Chua","avatar":"https://community-static.tradeup.com/news/82ec063fd73ccbceee82eab015cdf3fd","crmLevel":6,"crmLevelSwitch":1},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/DHLU.SI\">$Daiwa Hse Log Tr(DHLU.SI)$</a>52 weeks low due to Yen depreciation...slowly loading up for dividend income&nbsp;","listText":"<a href=\"https://ttm.financial/S/DHLU.SI\">$Daiwa Hse Log Tr(DHLU.SI)$</a>52 weeks low due to Yen depreciation...slowly loading up for dividend income&nbsp;","text":"$Daiwa Hse Log Tr(DHLU.SI)$52 weeks low due to Yen depreciation...slowly loading up for dividend income","images":[{"img":"https://community-static.tradeup.com/news/1e5ac6dbd846ea341726373960ead2ee","width":"1080","height":"3347"}],"top":1,"highlighted":2,"essential":1,"paper":1,"likeSize":45,"commentSize":0,"repostSize":1,"link":"https://ttm.financial/post/9048328864","isVote":1,"tweetType":1,"viewCount":522,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9029638723,"gmtCreate":1652764657762,"gmtModify":1676535157683,"author":{"id":"3576326749731922","authorId":"3576326749731922","name":"Toby_Chua","avatar":"https://community-static.tradeup.com/news/82ec063fd73ccbceee82eab015cdf3fd","crmLevel":6,"crmLevelSwitch":1},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/AAL\">$American Airlines(AAL)$</a>still waiting for summer travel demand bounce...may have to avg lower to reach tgt exit price&nbsp;","listText":"<a href=\"https://ttm.financial/S/AAL\">$American Airlines(AAL)$</a>still waiting for summer travel demand bounce...may have to avg lower to reach tgt exit price&nbsp;","text":"$American Airlines(AAL)$still waiting for summer travel demand bounce...may have to avg lower to reach tgt exit price","images":[{"img":"https://community-static.tradeup.com/news/005bdc84599a44a4f9e2cfb09609468d","width":"1080","height":"1920"}],"top":1,"highlighted":2,"essential":1,"paper":1,"likeSize":24,"commentSize":0,"repostSize":2,"link":"https://ttm.financial/post/9029638723","isVote":1,"tweetType":1,"viewCount":646,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9905417701,"gmtCreate":1659924372806,"gmtModify":1703476036043,"author":{"id":"3576326749731922","authorId":"3576326749731922","name":"Toby_Chua","avatar":"https://community-static.tradeup.com/news/82ec063fd73ccbceee82eab015cdf3fd","crmLevel":6,"crmLevelSwitch":1},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/BS6.SI\">$YANGZIJIANG SHIPBLDG HLDGS LTD(BS6.SI)$</a>Execellent H1 result but share price no movement What the F....is going on with this stock?","listText":"<a href=\"https://ttm.financial/S/BS6.SI\">$YANGZIJIANG SHIPBLDG HLDGS LTD(BS6.SI)$</a>Execellent H1 result but share price no movement What the F....is going on with this stock?","text":"$YANGZIJIANG SHIPBLDG HLDGS LTD(BS6.SI)$Execellent H1 result but share price no movement What the F....is going on with this stock?","images":[{"img":"https://community-static.tradeup.com/news/049cfd460596f991aae2948b70062859","width":"1080","height":"1920"}],"top":1,"highlighted":2,"essential":1,"paper":1,"likeSize":22,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9905417701","isVote":1,"tweetType":1,"viewCount":672,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9047812327,"gmtCreate":1656896587969,"gmtModify":1676535911393,"author":{"id":"3576326749731922","authorId":"3576326749731922","name":"Toby_Chua","avatar":"https://community-static.tradeup.com/news/82ec063fd73ccbceee82eab015cdf3fd","crmLevel":6,"crmLevelSwitch":1},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/G92.SI\">$CHINA AVIATION OIL(S) CORP LTD(G92.SI)$</a>laggard till China zero COVID campaign is over so long way for growth n recovery&nbsp;","listText":"<a href=\"https://ttm.financial/S/G92.SI\">$CHINA AVIATION OIL(S) CORP LTD(G92.SI)$</a>laggard till China zero COVID campaign is over so long way for growth n recovery&nbsp;","text":"$CHINA AVIATION OIL(S) CORP LTD(G92.SI)$laggard till China zero COVID campaign is over so long way for growth n recovery","images":[{"img":"https://community-static.tradeup.com/news/6184b3702576f4b14b55b417a02847e7","width":"1080","height":"3347"}],"top":1,"highlighted":2,"essential":1,"paper":1,"likeSize":26,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9047812327","isVote":1,"tweetType":1,"viewCount":546,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9044778523,"gmtCreate":1656821247162,"gmtModify":1676535900190,"author":{"id":"3576326749731922","authorId":"3576326749731922","name":"Toby_Chua","avatar":"https://community-static.tradeup.com/news/82ec063fd73ccbceee82eab015cdf3fd","crmLevel":6,"crmLevelSwitch":1},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/DHLU.SI\">$Daiwa Hse Log Tr(DHLU.SI)$</a>Accumulate on 52 weeks low....need time for Yen to rebound n price will follow","listText":"<a href=\"https://ttm.financial/S/DHLU.SI\">$Daiwa Hse Log Tr(DHLU.SI)$</a>Accumulate on 52 weeks low....need time for Yen to rebound n price will follow","text":"$Daiwa Hse Log Tr(DHLU.SI)$Accumulate on 52 weeks low....need time for Yen to rebound n price will follow","images":[{"img":"https://community-static.tradeup.com/news/300d75811a3f1eac95f9a065eb9b4269","width":"1080","height":"3347"}],"top":1,"highlighted":2,"essential":1,"paper":1,"likeSize":14,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9044778523","isVote":1,"tweetType":1,"viewCount":440,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9062975695,"gmtCreate":1651995568717,"gmtModify":1676535011288,"author":{"id":"3576326749731922","authorId":"3576326749731922","name":"Toby_Chua","avatar":"https://community-static.tradeup.com/news/82ec063fd73ccbceee82eab015cdf3fd","crmLevel":6,"crmLevelSwitch":1},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/SPY\">$SPDR S&amp;P 500 ETF Trust(SPY)$</a>&nbsp;so far historical price pattern has been upward nobody knows the future&nbsp;","listText":"<a href=\"https://ttm.financial/S/SPY\">$SPDR S&amp;P 500 ETF Trust(SPY)$</a>&nbsp;so far historical price pattern has been upward nobody knows the future&nbsp;","text":"$SPDR S&P 500 ETF Trust(SPY)$ so far historical price pattern has been upward nobody knows the future","images":[{"img":"https://community-static.tradeup.com/news/2602d19466ab9ca11f56dadd3ddc0f73","width":"1080","height":"3438"}],"top":1,"highlighted":2,"essential":1,"paper":1,"likeSize":10,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9062975695","isVote":1,"tweetType":1,"viewCount":422,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":252448458383656,"gmtCreate":1702643625409,"gmtModify":1702643627152,"author":{"id":"3576326749731922","authorId":"3576326749731922","name":"Toby_Chua","avatar":"https://community-static.tradeup.com/news/82ec063fd73ccbceee82eab015cdf3fd","crmLevel":6,"crmLevelSwitch":1},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/02318\">$PING AN(02318)$&nbsp;</a><v-v data-views=\"1\"></v-v>&nbsp;Entry at support level&nbsp;","listText":"<a href=\"https://ttm.financial/S/02318\">$PING AN(02318)$&nbsp;</a><v-v data-views=\"1\"></v-v>&nbsp;Entry at support level&nbsp;","text":"$PING AN(02318)$ Entry at support level","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/252448458383656","isVote":1,"tweetType":1,"viewCount":108,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9997492994,"gmtCreate":1661829823323,"gmtModify":1676536587625,"author":{"id":"3576326749731922","authorId":"3576326749731922","name":"Toby_Chua","avatar":"https://community-static.tradeup.com/news/82ec063fd73ccbceee82eab015cdf3fd","crmLevel":6,"crmLevelSwitch":1},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/AAL\">$American Airlines(AAL)$</a>airlines stocks bearish in high rate environment as capital intensive n high borrowing&nbsp;","listText":"<a href=\"https://ttm.financial/S/AAL\">$American Airlines(AAL)$</a>airlines stocks bearish in high rate environment as capital intensive n high borrowing&nbsp;","text":"$American Airlines(AAL)$airlines stocks bearish in high rate environment as capital intensive n high borrowing","images":[{"img":"https://community-static.tradeup.com/news/98ac7fa0f3d77743473583180b0ba64d","width":"1080","height":"1920"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":9,"repostSize":0,"link":"https://ttm.financial/post/9997492994","isVote":1,"tweetType":1,"viewCount":151,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":246620306128904,"gmtCreate":1701231444263,"gmtModify":1701231449714,"author":{"id":"3576326749731922","authorId":"3576326749731922","name":"Toby_Chua","avatar":"https://community-static.tradeup.com/news/82ec063fd73ccbceee82eab015cdf3fd","crmLevel":6,"crmLevelSwitch":1},"themes":[],"htmlText":"Be greedy when others are fearful&nbsp;","listText":"Be greedy when others are fearful&nbsp;","text":"Be greedy when others are fearful","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/246620306128904","repostId":"2387427251","repostType":4,"repost":{"id":"2387427251","pubTimestamp":1701225352,"share":"https://www.laohu8.com/m/news/2387427251?lang=&edition=full","pubTime":"2023-11-29 10:35","market":"hk","language":"en","title":"Alibaba: The Pain Could Just Be Starting For Chinese Tech","url":"https://stock-news.laohu8.com/highlight/detail?id=2387427251","media":"Seekingalpha","summary":"Alibaba's stock may look suitable for investment due to strong fundamentals.However, geopolitical-related factors, such as U.S. chip restrictions, pose risks to Alibaba's revenue growth given its stro","content":"<html><head></head><body><ul style=\"\"><li><p>Alibaba&#39;s stock may look suitable for investment due to strong fundamentals.</p></li><li><p>However, geopolitical-related factors, such as U.S. chip restrictions, pose risks to Alibaba&#39;s revenue growth given its strong reliance on artificial intelligence.</p></li><li><p>Alibaba also faces competition from American and Chinese cloud providers, hindering its market share growth in the IaaS industry.</p></li><li><p>While the management has mentioned that it intends to boost domestic production using open-source technology, it has not substantiated its statements with figures in my view.</p></li><li><p>In view of its strong balance sheet, reorganization, and dividend payments, the stock is a hold.</p></li></ul><p>If you have wondered whether chip restrictions preventing exports of advanced GPU-based AI computing to China had any effect, look no further than Alibaba (NYSE:BABA), the eCommerce and cloud computing giant. Its stock benefits from superior fundamentals including growth and profitability showing up in green as pictured below. However, I believe factors like geopolitical tensions can impact its ability to grow revenues in the future.</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/9269811d5d58a9543d0e751301795efb\" tg-width=\"371\" tg-height=\"278\"/></p><p>Quant Ratings (seekingalpha.com)</p><p>Also, it is important to check whether the high profitability being enjoyed now does not come at the expense of investing money to ensure future growth. Thus, by highlighting the areas of the business likely to be impacted by U.S. chip restrictions and showing that the capital allocation strategy does not seem geared towards addressing the risks, this thesis aims to show that it is not the right time to invest or add to your position.</p><p>Amid encouraging news about indigenous innovations in advanced chip technology, I start by highlighting how the very ingredients used for building the tech giant&#39;s intelligent cloud infrastructure are facing supply uncertainty.</p><h2 id=\"id_4130189344\">AI Chip Restrictions Starting to Bite</h2><p>Some will remember that barely three weeks back or on November 3, the company unveiled its Zhenyue 510 chip. Developed by its chip design subsidiary, T-Head, the controller IC is destined to be deployed in Alibaba&#39;s data centers to provide support for applications such as AI training, online transactions, and big data analysis. The subsidiary had previously designed both an AI (artificial intelligence) and a CPU chip.</p><p>These chips are based on RISC-V-based technology, which is open-source or can be used by anyone without requiring a license from Arm Holdings (ARM) whose chip designs are widely used throughout the world, but many are not exported to China. Now, these developments were acclaimed as important milestones in pursuit of Chinese technological independence and it came as no surprise that Alibaba’s shares gained over 2 dollars as depicted by the green arrow below when the news hit the market.</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/10f305000142ae58729cfb3ccd8679a7\" tg-width=\"640\" tg-height=\"258\"/></p><p>www.seekingalpha.com</p><p>This independence means not relying on U.S. components, especially those produced by Nvidia (NVDA) and Advanced Micro Devices (AMD), who are barred from exporting their AI-enabling GPU chips to China following the October 2022 restrictions.</p><p>However, this idea of being independent now appears in doubt as the shares dropped by more than $7 on November 15 (red arrow above) following the scrapping of IPO plans for Alibaba&#39;s Cloud Intelligence Group due to further U.S. chip restrictions. The latest ones enforced in October cover additional chips like the A800, which Nvidia designed specifically for its Chinese customers, given that it could not export its advanced A100 and H100 chips to that country. The same applies to Intel (INTC) and AMD.</p><p>According to Alibaba&#39;s press release (with the pain points underlined in red below), this will adversely impact its cloud business&#39; ability to offer products and services.</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/3c4797638e3cb6326521a07e5c822bcd\" tg-width=\"640\" tg-height=\"312\"/></p><p>seekingalpha.com</p><p>This news update by Alibaba confirms the risks I had already evoked in an earlier thesis last year and the next step is to quantify the impact.</p><h2 id=\"id_3182475377\">The Risks to Revenue Growth for Intelligent Cloud</h2><p>Having generated $51.4 billion for the second quarter of fiscal 2024 (Q2-2024), Cloud Intelligence Group is second only to Taobao/Tmall as shown below. Furthermore, it has grown by only 3% YoY or far below the double-digit figures of 2020-2022. One of the reasons for this gloomy performance is that the business has not fully recovered after ByteDance (TikTok owner) stopped using it for outside-of-China hosting purposes in 2021 and instead chose Amazon (AMZN) and Oracle (ORCL), following intense pressure from authorities in the U.S. on data privacy grounds.</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/b326572405c726af612c55aa739be572\" tg-width=\"640\" tg-height=\"170\"/></p><p>seekingalpha.com</p><p>Now, in addition to these two American public cloud providers, the Chinese company also faces competition from Microsoft (MSFT), with Azure Cloud, and Alphabet (GOOG) (GOOGL) with Google Cloud Platform, without forgetting Huawei Technologies and Tencent Holdings (OTCPK:TCEHY), in its home market.</p><p>Looking at market share for the 2021-2022 period, a report by Gartner on the worldwide Infrastructure-as-a-service (IaaS) industry dated July this year shows that Alibaba has trailed all others with only 2.4% growth.</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/71d9426a41e14743d91f4781e164d9b7\" tg-width=\"640\" tg-height=\"402\"/></p><p>Chart built using data from (www.gartner.com)</p><p>Noteworthily, in addition to computing power for normal IT (transactional) workloads, Gartner adds that customers now require more advanced analytics among other features.</p><h2 id=\"id_3346180889\">Possible Risks to Alibaba International Business too</h2><p>Now, since the company did earlier announce an upgrade of its AI infrastructure including deployment of its Tongyi Qianwen 2.0 LLM (large language model) during the Apsara Conference, it may be holding a stock of Nvidia’s previous-generation A100 GPU chips, already deployed for AI workloads. However, new restrictions ban their export to China. In these circumstances, I find it hard to identify who will buy cloud-based AI servers from the Chinese company even if it provides discounts since ChatGPT-style applications demand high-performance GPUs to work optimally.</p><p>There is worse given that the company synergizes the capabilities of its intelligent cloud infrastructure across its eCommerce platforms for example to make the shopping experience more consumer-centric by using AI applications. Chip restrictions would mean that it will have to rely on older chip models like Nvidia&#39;s V100 launched in 2017 to train its LLMs whereas competitor Amazon and others have access to the latest and faster H100 chips developed in 2022.</p><p>Therefore, restrictions may pose a competitive threat to the Chinese eCommerce and cloud computing giant&#39;s integrated business model, especially for Alibaba International Digital Commerce Group which grew by 53% YoY during the latest reported quarter. When combined with the cloud business, the international eCommerce Group represented around $99.3 billion (according to the above table) or 20% of the company&#39;s sales in Q2-2024, which is substantial. Thus, I believe that in case these two groups were to be materially impacted, the company could miss its fiscal 2025 revenue estimate of $146.4 billion as pictured below.</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/903db5ffe7a60f776b5e5365f339d3bd\" tg-width=\"640\" tg-height=\"192\"/></p><p>seekingalpha.com</p><p>Therefore, based on the identification of areas likely to be impacted by chip restrictions, revenue growth is at risk. In the same breath, the stock is not necessarily undervalued based on its forward price-to-sales of 1.49x, which is above the median for the Consumer Discretionary sector by more than 75%.</p><h2 id=\"id_2416155604\">Analyzing the Capital Allocation Strategy in View of Supply Risks</h2><p>Moreover, for a company that is facing risks as to the very building blocks of its AI infrastructure, you would have expected it to attract equity funding through the cloud IPO given the enormous amounts of money involved in chip production. However, with the public offering canceled, funding will be sought for the company&#39;s international eCommerce business. Now, while the objective to build a &#34;world-leading digitalized supply chain network&#34; seems appropriate in view of Alibaba&#39;s experience in the Chinese market, the intention of also making intensive use of AI for innovations across the platform may not be well digested by potential investors, in view of U.S. restrictions.</p><p>Furthermore, since Alibaba is already sitting on a giant cash pile of $51.5 billion (net of debt) there is less need to seek outside funding which may also imply a dilution of share ownership if equity funding is sought after.</p><p>Coming back to the AI realm, the management mentioned that it is exploring native (or domestic) solutions and that the Cloud Intelligence Group will &#34;scale up its technology investments in AI-related software and hardware&#34; through the use of open-source technologies like RISC-V as mentioned earlier. These points are clearly aimed at addressing the issues posed by chip restrictions, but they fall short of an investment plan including the amount being (or to be) spent, and clear milestones as to when the processors will enter production for equipping its data centers given that Alibaba cloud operates in 30 regions across the world.</p><p>On the contrary, a look at the capital expenditure during the last five quarters shows that it is on a net downtrend. Now, when subtracting this lower Capex from the cash from operations, the result is higher free cash flow. Interestingly, its FCF margin of 14.17% which is above Consumer Discretionary peers by over 170% is one of the reasons the company enjoys a profitability grade of A+, but this may be coming at a cost: not investing for future growth.</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/6538c30481f5a412382be12828bef7fc\" tg-width=\"640\" tg-height=\"266\"/></p><p>Chart built using cash flow statement data from (seekingalpha.com)</p><p>This is especially true in the current global computing scenario when there is a fundamental paradigm change whereby the demand for IT workloads on the cloud is shifting from conventional computing to AI. This is the reason why cloud service providers like Amazon and Microsoft have been purchasing Nvidia H100 GPUs.</p><p>Now, in the absence of such a supplier from its supply chain, it is important for a cloud computing giant like Alibaba to elaborate on the amount of money it is investing in advanced chips as part of a contingency plan to continue providing an intelligent cloud infrastructure that can compete internationally.</p><h2 id=\"id_4202991450\">Strong Balance Sheet and Reorganization but Plan Needed in View of Restrictions</h2><p>In conclusion, this thesis has shown that given the risks that can affect Alibaba&#39;s results of operations and financial condition, there has been no mention of a capital allocation strategy to specifically address the issue of chip restrictions in the second quarter&#39;s earnings call, possibly because it already possesses some unused stock of advanced chips in its inventory in my view.</p><p>Moreover, given the strength of its balance sheet, and the internal reorganization that has identified cost optimization and growth opportunities, Alibaba has the financial capacity to boost indigenous production to meet its AI chip requirements, somewhat similar to what Huawei has done with its Mate 50. Furthermore, earning dividends as a way to enhance shareholder return is a positive for those who have been holding on to the stock. For this matter, in addition to the $2.5 billion of distributions to be made to shareholders, the company effected $1.7 billion of share buybacks in Q2-2024.</p><p>These are the reasons why I have a Hold rating as Alibaba also remains a strong player on its home turf with Taobao and Tmall and a market where it faces much smaller competitors in the form of JD.com (JD) and Pinduoduo. Finally, it is important to obtain an update as to how the company is tackling chip restrictions in a sustainable manner during next quarter&#39;s earnings call in February.</p></body></html>","source":"seekingalpha","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Alibaba: The Pain Could Just Be Starting For Chinese Tech</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; 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}\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nAlibaba: The Pain Could Just Be Starting For Chinese Tech\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-11-29 10:35 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4654600-alibaba-the-pain-could-just-be-starting-for-chinese-tech><strong>Seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Alibaba's stock may look suitable for investment due to strong fundamentals.However, geopolitical-related factors, such as U.S. chip restrictions, pose risks to Alibaba's revenue growth given its ...</p>\n\n<a href=\"https://seekingalpha.com/article/4654600-alibaba-the-pain-could-just-be-starting-for-chinese-tech\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"89988":"阿里巴巴-SWR","09988":"阿里巴巴-SW","BK4503":"景林资产持仓","LU0128525689.USD":"TEMPLETON GLOBAL BALANCED \"A\"(USD) ACC","LU0661504455.SGD":"Blackrock Global Equity Income A5 SGD-H","BABA":"阿里巴巴","BK4502":"阿里概念","LU1489326972.SGD":"First Eagle Amundi International AHS-MD SGD-H","LU1048596156.SGD":"Blackrock Asian Growth Leaders A2 SGD-H","BK4505":"高瓴资本持仓","LU0061474705.USD":"THREADNEEDLE (LUX) GLOBAL DYNAMIC REAL RETURN \"AU\" (USD) ACC","IE00BWXC8680.SGD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A5\" (SGD) ACC","LU0070302665.USD":"FRANKLIN MUTUAL U.S. VALUE \"A\" (USD) ACC","LU0130102774.USD":"Natixis Harris Associates US Equity RA USD","LU2236285917.USD":"ALLIANZ GLOBAL INCOME \"AMG\" (USD) INC","BK4504":"桥水持仓","LU0158827948.USD":"ALLIANZ GLOBAL SUSTAINABILITY \"A\" (USD) INC","LU1814569148.SGD":"WELLINGTON GLOBAL QUALITY GROWTH \"D\" (SGDHDG) ACC","LU1852331112.SGD":"Blackrock World Technology Fund A2 SGD-H","LU0949170772.SGD":"Blackrock Global Equity Income A6 SGD-H","LU0672654240.SGD":"FTIF - Franklin US Opportunities A Acc SGD-H1","LU0289960550.SGD":"AB FCP I - GLOBAL EQUITY BLEND PORTFOLIO 'A' (SGD) ACC","LU0965509283.SGD":"AB LOW VOLATILITY EQUITY PORTFOLIO \"AD\" (SGDHDG) INC","LU0276348264.USD":"THREADNEEDLE (LUX) GLOBAL DYNAMIC REAL RETURN\"AUP\" (USD) INC","LU0316494557.USD":"FRANKLIN GLOBAL FUNDAMENTAL STRATEGIES \"A\" ACC","IE00BFSS8Q28.SGD":"Janus Henderson Balanced A Inc SGD-H","LU0738911758.USD":"Blackrock Global Equity Income A6 USD","IE00B7KXQ091.USD":"Janus Henderson Balanced A Inc USD","BK4592":"伊斯兰概念","BK4585":"ETF&股票定投概念","BK4507":"流媒体概念","IE00B19Z3581.USD":"Legg Mason ClearBridge - Value A Acc USD","BK4587":"ChatGPT概念","BK4509":"腾讯概念","LU1267930227.SGD":"TEMPLETON GLOBAL BALANCED \"AS\" (SGD) ACC A","SG9999002463.SGD":"LionGlobal China Growth SGD","LU0072913022.USD":"UBS (LUX) EQUITY FUND -  GREATER CHINA \"P\" (USD) ACC","BK4588":"碎股","IE00BSNM7G36.USD":"NEUBERGER BERMAN SYSTEMATIC GLOBAL SUSTAINABLE VALUE \"A\" (USD) ACC"},"source_url":"https://seekingalpha.com/article/4654600-alibaba-the-pain-could-just-be-starting-for-chinese-tech","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"2387427251","content_text":"Alibaba's stock may look suitable for investment due to strong fundamentals.However, geopolitical-related factors, such as U.S. chip restrictions, pose risks to Alibaba's revenue growth given its strong reliance on artificial intelligence.Alibaba also faces competition from American and Chinese cloud providers, hindering its market share growth in the IaaS industry.While the management has mentioned that it intends to boost domestic production using open-source technology, it has not substantiated its statements with figures in my view.In view of its strong balance sheet, reorganization, and dividend payments, the stock is a hold.If you have wondered whether chip restrictions preventing exports of advanced GPU-based AI computing to China had any effect, look no further than Alibaba (NYSE:BABA), the eCommerce and cloud computing giant. Its stock benefits from superior fundamentals including growth and profitability showing up in green as pictured below. However, I believe factors like geopolitical tensions can impact its ability to grow revenues in the future.Quant Ratings (seekingalpha.com)Also, it is important to check whether the high profitability being enjoyed now does not come at the expense of investing money to ensure future growth. Thus, by highlighting the areas of the business likely to be impacted by U.S. chip restrictions and showing that the capital allocation strategy does not seem geared towards addressing the risks, this thesis aims to show that it is not the right time to invest or add to your position.Amid encouraging news about indigenous innovations in advanced chip technology, I start by highlighting how the very ingredients used for building the tech giant's intelligent cloud infrastructure are facing supply uncertainty.AI Chip Restrictions Starting to BiteSome will remember that barely three weeks back or on November 3, the company unveiled its Zhenyue 510 chip. Developed by its chip design subsidiary, T-Head, the controller IC is destined to be deployed in Alibaba's data centers to provide support for applications such as AI training, online transactions, and big data analysis. The subsidiary had previously designed both an AI (artificial intelligence) and a CPU chip.These chips are based on RISC-V-based technology, which is open-source or can be used by anyone without requiring a license from Arm Holdings (ARM) whose chip designs are widely used throughout the world, but many are not exported to China. Now, these developments were acclaimed as important milestones in pursuit of Chinese technological independence and it came as no surprise that Alibaba’s shares gained over 2 dollars as depicted by the green arrow below when the news hit the market.www.seekingalpha.comThis independence means not relying on U.S. components, especially those produced by Nvidia (NVDA) and Advanced Micro Devices (AMD), who are barred from exporting their AI-enabling GPU chips to China following the October 2022 restrictions.However, this idea of being independent now appears in doubt as the shares dropped by more than $7 on November 15 (red arrow above) following the scrapping of IPO plans for Alibaba's Cloud Intelligence Group due to further U.S. chip restrictions. The latest ones enforced in October cover additional chips like the A800, which Nvidia designed specifically for its Chinese customers, given that it could not export its advanced A100 and H100 chips to that country. The same applies to Intel (INTC) and AMD.According to Alibaba's press release (with the pain points underlined in red below), this will adversely impact its cloud business' ability to offer products and services.seekingalpha.comThis news update by Alibaba confirms the risks I had already evoked in an earlier thesis last year and the next step is to quantify the impact.The Risks to Revenue Growth for Intelligent CloudHaving generated $51.4 billion for the second quarter of fiscal 2024 (Q2-2024), Cloud Intelligence Group is second only to Taobao/Tmall as shown below. Furthermore, it has grown by only 3% YoY or far below the double-digit figures of 2020-2022. One of the reasons for this gloomy performance is that the business has not fully recovered after ByteDance (TikTok owner) stopped using it for outside-of-China hosting purposes in 2021 and instead chose Amazon (AMZN) and Oracle (ORCL), following intense pressure from authorities in the U.S. on data privacy grounds.seekingalpha.comNow, in addition to these two American public cloud providers, the Chinese company also faces competition from Microsoft (MSFT), with Azure Cloud, and Alphabet (GOOG) (GOOGL) with Google Cloud Platform, without forgetting Huawei Technologies and Tencent Holdings (OTCPK:TCEHY), in its home market.Looking at market share for the 2021-2022 period, a report by Gartner on the worldwide Infrastructure-as-a-service (IaaS) industry dated July this year shows that Alibaba has trailed all others with only 2.4% growth.Chart built using data from (www.gartner.com)Noteworthily, in addition to computing power for normal IT (transactional) workloads, Gartner adds that customers now require more advanced analytics among other features.Possible Risks to Alibaba International Business tooNow, since the company did earlier announce an upgrade of its AI infrastructure including deployment of its Tongyi Qianwen 2.0 LLM (large language model) during the Apsara Conference, it may be holding a stock of Nvidia’s previous-generation A100 GPU chips, already deployed for AI workloads. However, new restrictions ban their export to China. In these circumstances, I find it hard to identify who will buy cloud-based AI servers from the Chinese company even if it provides discounts since ChatGPT-style applications demand high-performance GPUs to work optimally.There is worse given that the company synergizes the capabilities of its intelligent cloud infrastructure across its eCommerce platforms for example to make the shopping experience more consumer-centric by using AI applications. Chip restrictions would mean that it will have to rely on older chip models like Nvidia's V100 launched in 2017 to train its LLMs whereas competitor Amazon and others have access to the latest and faster H100 chips developed in 2022.Therefore, restrictions may pose a competitive threat to the Chinese eCommerce and cloud computing giant's integrated business model, especially for Alibaba International Digital Commerce Group which grew by 53% YoY during the latest reported quarter. When combined with the cloud business, the international eCommerce Group represented around $99.3 billion (according to the above table) or 20% of the company's sales in Q2-2024, which is substantial. Thus, I believe that in case these two groups were to be materially impacted, the company could miss its fiscal 2025 revenue estimate of $146.4 billion as pictured below.seekingalpha.comTherefore, based on the identification of areas likely to be impacted by chip restrictions, revenue growth is at risk. In the same breath, the stock is not necessarily undervalued based on its forward price-to-sales of 1.49x, which is above the median for the Consumer Discretionary sector by more than 75%.Analyzing the Capital Allocation Strategy in View of Supply RisksMoreover, for a company that is facing risks as to the very building blocks of its AI infrastructure, you would have expected it to attract equity funding through the cloud IPO given the enormous amounts of money involved in chip production. However, with the public offering canceled, funding will be sought for the company's international eCommerce business. Now, while the objective to build a \"world-leading digitalized supply chain network\" seems appropriate in view of Alibaba's experience in the Chinese market, the intention of also making intensive use of AI for innovations across the platform may not be well digested by potential investors, in view of U.S. restrictions.Furthermore, since Alibaba is already sitting on a giant cash pile of $51.5 billion (net of debt) there is less need to seek outside funding which may also imply a dilution of share ownership if equity funding is sought after.Coming back to the AI realm, the management mentioned that it is exploring native (or domestic) solutions and that the Cloud Intelligence Group will \"scale up its technology investments in AI-related software and hardware\" through the use of open-source technologies like RISC-V as mentioned earlier. These points are clearly aimed at addressing the issues posed by chip restrictions, but they fall short of an investment plan including the amount being (or to be) spent, and clear milestones as to when the processors will enter production for equipping its data centers given that Alibaba cloud operates in 30 regions across the world.On the contrary, a look at the capital expenditure during the last five quarters shows that it is on a net downtrend. Now, when subtracting this lower Capex from the cash from operations, the result is higher free cash flow. Interestingly, its FCF margin of 14.17% which is above Consumer Discretionary peers by over 170% is one of the reasons the company enjoys a profitability grade of A+, but this may be coming at a cost: not investing for future growth.Chart built using cash flow statement data from (seekingalpha.com)This is especially true in the current global computing scenario when there is a fundamental paradigm change whereby the demand for IT workloads on the cloud is shifting from conventional computing to AI. This is the reason why cloud service providers like Amazon and Microsoft have been purchasing Nvidia H100 GPUs.Now, in the absence of such a supplier from its supply chain, it is important for a cloud computing giant like Alibaba to elaborate on the amount of money it is investing in advanced chips as part of a contingency plan to continue providing an intelligent cloud infrastructure that can compete internationally.Strong Balance Sheet and Reorganization but Plan Needed in View of RestrictionsIn conclusion, this thesis has shown that given the risks that can affect Alibaba's results of operations and financial condition, there has been no mention of a capital allocation strategy to specifically address the issue of chip restrictions in the second quarter's earnings call, possibly because it already possesses some unused stock of advanced chips in its inventory in my view.Moreover, given the strength of its balance sheet, and the internal reorganization that has identified cost optimization and growth opportunities, Alibaba has the financial capacity to boost indigenous production to meet its AI chip requirements, somewhat similar to what Huawei has done with its Mate 50. Furthermore, earning dividends as a way to enhance shareholder return is a positive for those who have been holding on to the stock. For this matter, in addition to the $2.5 billion of distributions to be made to shareholders, the company effected $1.7 billion of share buybacks in Q2-2024.These are the reasons why I have a Hold rating as Alibaba also remains a strong player on its home turf with Taobao and Tmall and a market where it faces much smaller competitors in the form of JD.com (JD) and Pinduoduo. Finally, it is important to obtain an update as to how the company is tackling chip restrictions in a sustainable manner during next quarter's earnings call in February.","news_type":1},"isVote":1,"tweetType":1,"viewCount":238,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":240621277184120,"gmtCreate":1699764528040,"gmtModify":1699764531214,"author":{"id":"3576326749731922","authorId":"3576326749731922","name":"Toby_Chua","avatar":"https://community-static.tradeup.com/news/82ec063fd73ccbceee82eab015cdf3fd","crmLevel":6,"crmLevelSwitch":1},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/WJP.SI\">$VICOM Ltd(WJP.SI)$ &nbsp;</a>","listText":"<a href=\"https://ttm.financial/S/WJP.SI\">$VICOM Ltd(WJP.SI)$ &nbsp;</a>","text":"$VICOM Ltd(WJP.SI)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/240621277184120","isVote":1,"tweetType":1,"viewCount":245,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9067707671,"gmtCreate":1652504639793,"gmtModify":1676535113943,"author":{"id":"3576326749731922","authorId":"3576326749731922","name":"Toby_Chua","avatar":"https://community-static.tradeup.com/news/82ec063fd73ccbceee82eab015cdf3fd","crmLevel":6,"crmLevelSwitch":1},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/AU8U.SI\">$CapLand China T(AU8U.SI)$</a>Buy on dividend income play&nbsp;","listText":"<a href=\"https://ttm.financial/S/AU8U.SI\">$CapLand China T(AU8U.SI)$</a>Buy on dividend income play&nbsp;","text":"$CapLand China T(AU8U.SI)$Buy on dividend income play","images":[{"img":"https://community-static.tradeup.com/news/fbd50480b75bbeb992b709f36fe20c1b","width":"1080","height":"3347"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9067707671","isVote":1,"tweetType":1,"viewCount":328,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":230261177118968,"gmtCreate":1697257898014,"gmtModify":1697257902150,"author":{"id":"3576326749731922","authorId":"3576326749731922","name":"Toby_Chua","avatar":"https://community-static.tradeup.com/news/82ec063fd73ccbceee82eab015cdf3fd","crmLevel":6,"crmLevelSwitch":1},"themes":[],"htmlText":"Fed will pause the rate hike as USA small n mid size banks most can't withstand and more bankruptcy may follow to destabilize democrats election campaign&nbsp;","listText":"Fed will pause the rate hike as USA small n mid size banks most can't withstand and more bankruptcy may follow to destabilize democrats election campaign&nbsp;","text":"Fed will pause the rate hike as USA small n mid size banks most can't withstand and more bankruptcy may follow to destabilize democrats election campaign","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":1,"repostSize":2,"link":"https://ttm.financial/post/230261177118968","isVote":1,"tweetType":1,"viewCount":369,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4156453737757772","authorId":"4156453737757772","name":"Julian1380","avatar":"https://community-static.tradeup.com/news/7d73a99be7c870e968b708b29575b7c9","crmLevel":1,"crmLevelSwitch":0},"content":"Great ariticle, would you like to share it?","text":"Great ariticle, would you like to share it?","html":"Great ariticle, would you like to share it?"}],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9087992078,"gmtCreate":1650937278581,"gmtModify":1676534819496,"author":{"id":"3576326749731922","authorId":"3576326749731922","name":"Toby_Chua","avatar":"https://community-static.tradeup.com/news/82ec063fd73ccbceee82eab015cdf3fd","crmLevel":6,"crmLevelSwitch":1},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/TIGR\">$Tiger Brokers(TIGR)$</a>SStuck low for a while no gas with China lock down + trade war + delisting fear","listText":"<a href=\"https://ttm.financial/S/TIGR\">$Tiger Brokers(TIGR)$</a>SStuck low for a while no gas with China lock down + trade war + delisting fear","text":"$Tiger Brokers(TIGR)$SStuck low for a while no gas with China lock down + trade war + delisting fear","images":[{"img":"https://community-static.tradeup.com/news/6c31de5e046a9e9019fe5283986b5e27","width":"1080","height":"3563"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9087992078","isVote":1,"tweetType":1,"viewCount":198,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4105924344545030","authorId":"4105924344545030","name":"Cyberguru","avatar":"https://community-static.tradeup.com/news/f9b4948364f7d9903751717980915d58","crmLevel":2,"crmLevelSwitch":1},"content":"China stock is losing its momentum for now.","text":"China stock is losing its momentum for now.","html":"China stock is losing its momentum for now."}],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9062285036,"gmtCreate":1652064361225,"gmtModify":1676535022967,"author":{"id":"3576326749731922","authorId":"3576326749731922","name":"Toby_Chua","avatar":"https://community-static.tradeup.com/news/82ec063fd73ccbceee82eab015cdf3fd","crmLevel":6,"crmLevelSwitch":1},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/AU8U.SI\">$CapLand China T(AU8U.SI)$</a>First entry for dividend play...52 weeks low was $1.11","listText":"<a href=\"https://ttm.financial/S/AU8U.SI\">$CapLand China T(AU8U.SI)$</a>First entry for dividend play...52 weeks low was $1.11","text":"$CapLand China T(AU8U.SI)$First entry for dividend play...52 weeks low was $1.11","images":[{"img":"https://community-static.tradeup.com/news/c6302a9249abca03aded7098e635eaeb","width":"1080","height":"1920"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":9,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9062285036","isVote":1,"tweetType":1,"viewCount":493,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3583377018896117","authorId":"3583377018896117","name":"bernardtayet","avatar":"https://static.tigerbbs.com/43e8c1fc37a4bff2a94af98953cff267","crmLevel":4,"crmLevelSwitch":1},"content":"It is a good stock to have. Good dividends. Prospect of further growth expected. My personal view only.","text":"It is a good stock to have. Good dividends. Prospect of further growth expected. My personal view only.","html":"It is a good stock to have. Good dividends. Prospect of further growth expected. My personal view only."}],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9011451524,"gmtCreate":1648913335640,"gmtModify":1676534421327,"author":{"id":"3576326749731922","authorId":"3576326749731922","name":"Toby_Chua","avatar":"https://community-static.tradeup.com/news/82ec063fd73ccbceee82eab015cdf3fd","crmLevel":6,"crmLevelSwitch":1},"themes":[],"htmlText":"Buy on rumor n sell on fact","listText":"Buy on rumor n sell on fact","text":"Buy on rumor n sell on fact","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9011451524","repostId":"2224347218","repostType":4,"repost":{"id":"2224347218","pubTimestamp":1648878635,"share":"https://www.laohu8.com/m/news/2224347218?lang=&edition=full","pubTime":"2022-04-02 13:50","market":"us","language":"en","title":"Why AMC Shares Are Down Today","url":"https://stock-news.laohu8.com/highlight/detail?id=2224347218","media":"Motley Fool","summary":"Its recent gold mine investment isn't going to be a game changer.","content":"<html><head></head><body><ul><li>Its recent gold mine investment isn&#39;t going to be a game-changer.</li></ul><p><b>What happened</b></p><p>Investors initially cheered some news this morning from the gold miner <a href=\"https://laohu8.com/S/AMC\">AMC Entertainment Holdings</a> invested in earlier this month. But it&#39;s been all downhill for AMC&#39;s stock the rest of the day so far. As of 12:48 p.m. ET Friday, AMC shares were down 7%.</p><p><b>So what</b></p><p>Besides the small bump after <a href=\"https://laohu8.com/S/HYMC\">Hycroft Mining</a>, which AMC recently invested in, provided investors its full-year 2021 update, AMC stock may also have been riding a wave of enthusiasm from retail investors who were cheering news of a planned stock split for fellow meme stock <a href=\"https://laohu8.com/S/GME\">GameStop</a>.</p><p>But, of course, that has nothing to do with AMC or its prospects, and investors also probably realized that the enthusiasm from the Hycroft Mining investment was overdone.</p><p><b>Now what</b></p><p>Two weeks ago, AMC announced it was investing $27.9 million in cash for a 22% stake in Hycroft Mining, which owns the more than 70,000-acre Hycroft Mine in northern Nevada. It was part of CEO Adam Aron&#39;s plan to use money AMC has raised to diversify and make acquisitions to aid its recovery from pandemic impacts.</p><p>Hycroft needed the capital infusion to continue to operate its gold and silver mine. Hycroft is a micro-cap company, and its shares have soared more than 50% since AMC&#39;s investment. Retail investors have pushed AMC stock up nearly 60% since that time.</p><p>Hycroft said today that its gold production for the full year 2021 was above its previous estimates while silver production fell short of guidance. The company also raised additional capital from the equity markets on top of the AMC investment.</p><p>News that the company will remain solvent and has additional funds at its disposal is good for its investors. But AMC&#39;s fortunes will not be determined by its relatively small investment in Hycroft. That dose of reality is likely why AMC shares subsequently dropped as the day&#39;s trading progressed.</p></body></html>","source":"fool_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Why AMC Shares Are Down Today</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nWhy AMC Shares Are Down Today\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-04-02 13:50 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2022/04/01/why-amc-shares-are-down-today/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Its recent gold mine investment isn't going to be a game-changer.What happenedInvestors initially cheered some news this morning from the gold miner AMC Entertainment Holdings invested in earlier this...</p>\n\n<a href=\"https://www.fool.com/investing/2022/04/01/why-amc-shares-are-down-today/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AMC":"AMC院线","BK4547":"WSB热门概念","HYMC":"Hycroft Mining Holding Corporation"},"source_url":"https://www.fool.com/investing/2022/04/01/why-amc-shares-are-down-today/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2224347218","content_text":"Its recent gold mine investment isn't going to be a game-changer.What happenedInvestors initially cheered some news this morning from the gold miner AMC Entertainment Holdings invested in earlier this month. But it's been all downhill for AMC's stock the rest of the day so far. As of 12:48 p.m. ET Friday, AMC shares were down 7%.So whatBesides the small bump after Hycroft Mining, which AMC recently invested in, provided investors its full-year 2021 update, AMC stock may also have been riding a wave of enthusiasm from retail investors who were cheering news of a planned stock split for fellow meme stock GameStop.But, of course, that has nothing to do with AMC or its prospects, and investors also probably realized that the enthusiasm from the Hycroft Mining investment was overdone.Now whatTwo weeks ago, AMC announced it was investing $27.9 million in cash for a 22% stake in Hycroft Mining, which owns the more than 70,000-acre Hycroft Mine in northern Nevada. It was part of CEO Adam Aron's plan to use money AMC has raised to diversify and make acquisitions to aid its recovery from pandemic impacts.Hycroft needed the capital infusion to continue to operate its gold and silver mine. Hycroft is a micro-cap company, and its shares have soared more than 50% since AMC's investment. Retail investors have pushed AMC stock up nearly 60% since that time.Hycroft said today that its gold production for the full year 2021 was above its previous estimates while silver production fell short of guidance. The company also raised additional capital from the equity markets on top of the AMC investment.News that the company will remain solvent and has additional funds at its disposal is good for its investors. But AMC's fortunes will not be determined by its relatively small investment in Hycroft. That dose of reality is likely why AMC shares subsequently dropped as the day's trading progressed.","news_type":1},"isVote":1,"tweetType":1,"viewCount":81,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9012806291,"gmtCreate":1649298581730,"gmtModify":1676534488044,"author":{"id":"3576326749731922","authorId":"3576326749731922","name":"Toby_Chua","avatar":"https://community-static.tradeup.com/news/82ec063fd73ccbceee82eab015cdf3fd","crmLevel":6,"crmLevelSwitch":1},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/BS6.SI\">$YANGZIJIANG SHIPBLDG HLDGS LTD(BS6.SI)$</a>Good support...waiting for share holders approval for listing of YZJ financial....huat arh[smile]&nbsp;","listText":"<a href=\"https://ttm.financial/S/BS6.SI\">$YANGZIJIANG SHIPBLDG HLDGS LTD(BS6.SI)$</a>Good support...waiting for share holders approval for listing of YZJ financial....huat arh[smile]&nbsp;","text":"$YANGZIJIANG SHIPBLDG HLDGS LTD(BS6.SI)$Good support...waiting for share holders approval for listing of YZJ financial....huat arh[smile]","images":[{"img":"https://community-static.tradeup.com/news/6a94d2ccb460028264e10d7603139500","width":"1080","height":"1920"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9012806291","isVote":1,"tweetType":1,"viewCount":152,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0}],"lives":[]}