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Calvinq

Calvinq

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2023-12-27

Good luck[Miser] [Miser]

2023-12-24

[Miser] [Miser] Santa rally on the way

2023-11-09

$Grab Holdings(GRAB)$ Overpriced and overhyped. Good to Short any rip on this stock

2023-09-13

$Apple(AAPL)$ Bad news are overblown and the launch of iPhone 15 will revolutionize the smartphone market. Load up on any weakness

2023-01-24

KWEB 🚀

Stocks Set To Benefit From China's Reopening In 2023

2023-01-18

TSLA 🚀

Tesla's Price Cuts Signal Major Demand Problems

2022-12-17

$Grab Holdings(GRAB)$

2022-12-13

$Grab Holdings(GRAB)$

2022-12-13

ARKK 🚀

Investors Are Losing Faith in Cathie Wood’s ARK Innovation

2022-12-10

$Grab Holdings(GRAB)$

2022-12-10

ARKK 🚀

ARKK: No End Of Pain In Sight

2022-12-10

CRWD 🚀

2 Sensational Growth Stocks Set to Surge 92% to 111% According to Wall Street

2022-12-03

$Grab Holdings(GRAB)$ Above $3 will not hold

2022-12-03

NIO 🚀

Why Now Is NOT the Time to Buy NIO Stock

2022-12-03

$Grab Holdings(GRAB)$

2022-12-03

DIS 🚀

3 Dow Stocks That Are Phenomenal End-of-Year Buys

2022-11-29

$Grab Holdings(GRAB)$

2022-11-29

NIO 🚀

Hot Chinese ADRs Rallied in Morning Trading

2022-11-20

SEA 🚀

Sea Limited: Profitability May Be Around The Corner

2022-11-20

$Grab Holdings(GRAB)$ Anything above $3 will come down

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luck[Miser]&nbsp;[Miser]&nbsp;&nbsp;","listText":"Good luck[Miser]&nbsp;[Miser]&nbsp;&nbsp;","text":"Good luck[Miser] [Miser]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/256591223746776","isVote":1,"tweetType":1,"viewCount":154,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":255530445119688,"gmtCreate":1703398868124,"gmtModify":1703398872435,"author":{"id":"3581665869451416","authorId":"3581665869451416","name":"Calvinq","avatar":"https://static.tigerbbs.com/3c005973d00b3597177b005554456e28","crmLevel":2,"crmLevelSwitch":0},"themes":[],"htmlText":"[Miser]&nbsp;[Miser]&nbsp;&nbsp;Santa rally on the way","listText":"[Miser]&nbsp;[Miser]&nbsp;&nbsp;Santa rally on the way","text":"[Miser] [Miser] Santa rally on the way","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/255530445119688","isVote":1,"tweetType":1,"viewCount":71,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":239632165707864,"gmtCreate":1699540705041,"gmtModify":1699540709403,"author":{"id":"3581665869451416","authorId":"3581665869451416","name":"Calvinq","avatar":"https://static.tigerbbs.com/3c005973d00b3597177b005554456e28","crmLevel":2,"crmLevelSwitch":0},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/GRAB\">$Grab Holdings(GRAB)$&nbsp;</a><v-v data-views=\"0\"></v-v>Overpriced and overhyped. Good to Short any rip on this stock&nbsp;","listText":"<a href=\"https://ttm.financial/S/GRAB\">$Grab Holdings(GRAB)$&nbsp;</a><v-v data-views=\"0\"></v-v>Overpriced and overhyped. Good to Short any rip on this stock&nbsp;","text":"$Grab Holdings(GRAB)$ Overpriced and overhyped. Good to Short any rip on this stock","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":6,"repostSize":0,"link":"https://ttm.financial/post/239632165707864","isVote":1,"tweetType":1,"viewCount":754,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3583884958321017","authorId":"3583884958321017","name":"AnaiAnai","avatar":"https://static.tigerbbs.com/8b0d0d8e20a4082ac0bc6a98756546ec","crmLevel":1,"crmLevelSwitch":1},"content":"You really short at current price 3.34?","text":"You really short at current price 3.34?","html":"You really short at current price 3.34?"}],"imageCount":0,"langContent":"EN","totalScore":0},{"id":219177119436800,"gmtCreate":1694535742685,"gmtModify":1694535747513,"author":{"id":"3581665869451416","authorId":"3581665869451416","name":"Calvinq","avatar":"https://static.tigerbbs.com/3c005973d00b3597177b005554456e28","crmLevel":2,"crmLevelSwitch":0},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/AAPL\">$Apple(AAPL)$&nbsp;</a><v-v data-views=\"1\"></v-v>Bad news are overblown and the launch of iPhone 15 will revolutionize the smartphone market. Load up on any weakness&nbsp;","listText":"<a href=\"https://ttm.financial/S/AAPL\">$Apple(AAPL)$&nbsp;</a><v-v data-views=\"1\"></v-v>Bad news are overblown and the launch of iPhone 15 will revolutionize the smartphone market. Load up on any weakness&nbsp;","text":"$Apple(AAPL)$ Bad news are overblown and the launch of iPhone 15 will revolutionize the smartphone market. Load up on any weakness","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/219177119436800","isVote":1,"tweetType":1,"viewCount":143,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9952152020,"gmtCreate":1674555112960,"gmtModify":1676538946340,"author":{"id":"3581665869451416","authorId":"3581665869451416","name":"Calvinq","avatar":"https://static.tigerbbs.com/3c005973d00b3597177b005554456e28","crmLevel":2,"crmLevelSwitch":0},"themes":[],"htmlText":"KWEB 🚀","listText":"KWEB 🚀","text":"KWEB 🚀","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9952152020","repostId":"1118382502","repostType":4,"repost":{"id":"1118382502","pubTimestamp":1674574202,"share":"https://www.laohu8.com/m/news/1118382502?lang=&edition=full","pubTime":"2023-01-24 23:30","market":"hk","language":"en","title":"Stocks Set To Benefit From China's Reopening In 2023","url":"https://stock-news.laohu8.com/highlight/detail?id=1118382502","media":"Seeking Alpha","summary":"SummaryChina's reopening from strict COVID lockdowns is likely to lead to strong stock gains for cer","content":"<html><head></head><body><p><b>Summary</b></p><ul><li>China&#39;s reopening from strict COVID lockdowns is likely to lead to strong stock gains for certain companies.</li><li>I&#39;m expecting strong returns for Alibaba, Pinduoduo, China Automotive, and JD.com in 2023.</li><li>China&#39;s large population can drive strong growth for these companies as the economy opens up.</li></ul><p>China&#39;s strict zero-COVID policy had a negative impact on the sentiment for China-based stocks, driving them down over the past two years.China&#39;s recent announcementof discontinuing quarantine requirements for international arrivals has already demonstratedto change sentiment from negative to positive. As a result, China-based stocks have been rising in 2023.</p><p>I have identified four stocks that I expect to outperform in 2023 driven by the new optimism for China-based stocks and the expected increase in economic activity. China&#39;s largepopulation of 1.45 billion peoplecan help drive strong growth as economic activity increases this year.</p><p><b>Alibaba (BABA)</b></p><p>Alibaba&#39;s stock took a steep hit from multiple fears over the past two years. The strict zero-COVID policy in China was one factor driving the stock down. Another reason was fears of a delisting of the stock fromU.S. exchanges. Both of these negative catalysts have changed to positive. Thedelisting fears subsidedwhen the U.S. obtained access to audit data, giving more transparency to China-based companies.</p><p>The stock may look fairly valued on the surface with a forward PE of about 15.5 and a PEG ratio of 2.24. However, Alibaba&#39;s EPS estimates have been increased which is driving the stock up. Furthermore, Alibaba historically has traded with an above-average valuation.</p><p><img src=\"https://static.tigerbbs.com/3c68a233722faf95736015265f4e4880\" tg-width=\"635\" tg-height=\"417\" referrerpolicy=\"no-referrer\"/>Data by YCharts</p><p>The chart above shows the large drop in the forward PE ratio over the past 2 years and the higher levels of where it was trading before the decline. It also shows a recent recovery, which I expect to continue for the foreseeable future. I expect investors to come back into the stock with the new positive sentiment.</p><p>Overall, I think there is a lot more room for the stock to run higher as investors revalue Alibaba for a prosperous economy in China and a return to the company&#39;s glory days. The run higher is also likely to occur because the negative sentiment regarding the COVID lockdowns and delisting fears are out of the way for now.</p><p><b>Pinduoduo (PDD)</b></p><p>Another China-based stock that took a big hit over the past two years, but is poised for a recovery in 2023 is Pinduoduo. This company operates as an e-commerce business which offers a variety of products including shoes, apparel, food, furniture, appliances, auto accessories, sporting goods, cosmetics, and more.</p><p>After a two year sell-off which more than cut the stock price in half, Pinduoduo is now valued attractively with a PEG ratio of 0.57. The PEG is based on PDD&#39;s3 - 5 year expected annual EPS growth of 42%. The PEG ratio below one shows that the earnings growth rate is higher than the forward PE, giving the stock a low valuation.</p><p>PDD had aseries of upward earnings revisions for 2023which are likely to drive the stock higher from this low valuation level. The company&#39;s high profitability metrics such as an ROE of 33% and ROIC of 17% help drive PDD&#39;s strong earnings growth. PDD also benefits from wide profit margins: GM of 75%, EBITDA margin of 26%, and net income margin of 24%. These are significantly above the sector median GM of 36%, EBITDA margin of 11%, and net income margin of 5%.</p><p><img src=\"https://static.tigerbbs.com/108966febddafa8c87d3e662647c8198\" tg-width=\"640\" tg-height=\"197\" referrerpolicy=\"no-referrer\"/></p><p>seeking alpha</p><p>PDD has a strong buy quant rating according to Seeking Alpha&#39;s quant rating system. Stocks with a strong buy quant ratingtend to outperform the S&amp;P 500(SPY). The high rating for PDD was driven by growth, profitability, positive momentum, and upward earnings revisions.</p><p><b>China Automotive Systems (CAAS)</b></p><p>China Automotive manufactures and sells auto systems and components such as rack and pinion/electronic/hydraulic power steering parts, sensor modules, motors, intelligent automotive technology R&amp;D services, etc. CAAS is likely to benefit from the3% expected increaseto $27.6 million for auto sales in China in 2023. Higher demand for autos as China opens up is likely to increase demand for the parts that CAAS produces.</p><p>CAAS is trading with a bargain valuation with aforward PE of 10.8and forward price/sales of just 0.38. China Automotive is trading much lower than the sector median forward PE of 15.5 and forward price/sales of 0.93. This leaves plenty of room for upside stock price potential as the company continues to grow.</p><p>CAAS is expected to grow revenue at 8% in 2023. The company struggled with a net loss in 2020. However, CAAS was profitable the past two years as thecost of revenue and SG&amp;Adecreased as a percentage of revenue since 2020. The company is expected to remain profitable in 2023.</p><p><img src=\"https://static.tigerbbs.com/5b95ab386efc054e6cbe93277f5f2ae3\" tg-width=\"640\" tg-height=\"478\" referrerpolicy=\"no-referrer\"/></p><p>China Automotive (daily chart)(tradingview.com)</p><p>The chart above shows that CAAS might be poised to break higher from the current bull flag formation. The RSI (purple line) rose into the bullish zone above 50 and the MACD made a bullish crossover recently. It is possible that we could see another bull run similar to the one that occurred in November. CAAS also has a strong buy quant rating in SA&#39;s rating system.</p><p><b>JD.com (JD)</b></p><p>JD.com isChina&#39;s largest online retailerwhich also operates brick and mortar locations. JD.com provides supply-chain based technologies and services. The company also offers computers, electronic products, appliances, furniture, food, baby and maternity products, cosmetics, jewelry, and other products.</p><p>Thecompany made improvementsin operating quality and stability while driving stable growth over the past year. For example, JD&#39;s cost of revenue and total operating expensesdecreased as a percentage of revenuein recent quarters as compared to 2021. This allowed margins to widen for improved profitability. JD&#39;s margins are thin due to the nature of the business. So, any improvements in margins and profitability are positive.</p><p>JD.com is valued attractively with a PEG ratio of just 0.75. This is based on JD&#39;s 3 - 5 year estimated annualEPS growth of about 33%. I consider growth stocks with a PEG below one to be a bargain. The stock has plenty of room to run higher at this low valuation.</p><p>Revenue is expected to grow at about 15% while earnings are expected toincrease by about 23% in 2023. This strong growth is likely to catalyze the stock higher for above-average gains from the low valuation. JD is also a &#39;strong buy&#39; according to SA&#39;s quant rating system.</p><p><img src=\"https://static.tigerbbs.com/ab4ff451a1f9dd54cb13f68fb7d430d5\" tg-width=\"640\" tg-height=\"217\" referrerpolicy=\"no-referrer\"/></p><p>Seeking Alpha</p><p>The chart above shows JD&#39;s steady revenue growth. There should be a sizeable jump from 2022 to 2023 as a result of the relaxing of the strict COVID lockdowns in China.</p><p><b>Conclusion</b></p><p>The reopening of China from the zero-COVID policy marks a positive change in investor sentiment. It should also help drive increased economic activity for these companies. I expect these companies to continue their new positive momentum in 2023 for both business and stock growth. The tailwinds from the reopening have a strong potential to allow these stocks to outperform in 2023. Of course, there are no guarantees. China could reinstate strict COVID policies if it feels the need to. It is important to understand that risk.</p></body></html>","source":"seekingalpha_fund","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>Stocks Set To Benefit From China's Reopening In 2023</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\">\nStocks Set To Benefit From China's Reopening In 2023\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-01-24 23:30 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4571806-stocks-set-to-benefit-from-chinas-reopening-in-2023><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryChina's reopening from strict COVID lockdowns is likely to lead to strong stock gains for certain companies.I'm expecting strong returns for Alibaba, Pinduoduo, China Automotive, and JD.com in ...</p>\n\n<a href=\"https://seekingalpha.com/article/4571806-stocks-set-to-benefit-from-chinas-reopening-in-2023\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"09618":"京东集团-SW","09988":"阿里巴巴-SW","BABA":"阿里巴巴","PDD":"拼多多","JD":"京东","CAAS":"中汽系统"},"source_url":"https://seekingalpha.com/article/4571806-stocks-set-to-benefit-from-chinas-reopening-in-2023","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1118382502","content_text":"SummaryChina's reopening from strict COVID lockdowns is likely to lead to strong stock gains for certain companies.I'm expecting strong returns for Alibaba, Pinduoduo, China Automotive, and JD.com in 2023.China's large population can drive strong growth for these companies as the economy opens up.China's strict zero-COVID policy had a negative impact on the sentiment for China-based stocks, driving them down over the past two years.China's recent announcementof discontinuing quarantine requirements for international arrivals has already demonstratedto change sentiment from negative to positive. As a result, China-based stocks have been rising in 2023.I have identified four stocks that I expect to outperform in 2023 driven by the new optimism for China-based stocks and the expected increase in economic activity. China's largepopulation of 1.45 billion peoplecan help drive strong growth as economic activity increases this year.Alibaba (BABA)Alibaba's stock took a steep hit from multiple fears over the past two years. The strict zero-COVID policy in China was one factor driving the stock down. Another reason was fears of a delisting of the stock fromU.S. exchanges. Both of these negative catalysts have changed to positive. Thedelisting fears subsidedwhen the U.S. obtained access to audit data, giving more transparency to China-based companies.The stock may look fairly valued on the surface with a forward PE of about 15.5 and a PEG ratio of 2.24. However, Alibaba's EPS estimates have been increased which is driving the stock up. Furthermore, Alibaba historically has traded with an above-average valuation.Data by YChartsThe chart above shows the large drop in the forward PE ratio over the past 2 years and the higher levels of where it was trading before the decline. It also shows a recent recovery, which I expect to continue for the foreseeable future. I expect investors to come back into the stock with the new positive sentiment.Overall, I think there is a lot more room for the stock to run higher as investors revalue Alibaba for a prosperous economy in China and a return to the company's glory days. The run higher is also likely to occur because the negative sentiment regarding the COVID lockdowns and delisting fears are out of the way for now.Pinduoduo (PDD)Another China-based stock that took a big hit over the past two years, but is poised for a recovery in 2023 is Pinduoduo. This company operates as an e-commerce business which offers a variety of products including shoes, apparel, food, furniture, appliances, auto accessories, sporting goods, cosmetics, and more.After a two year sell-off which more than cut the stock price in half, Pinduoduo is now valued attractively with a PEG ratio of 0.57. The PEG is based on PDD's3 - 5 year expected annual EPS growth of 42%. The PEG ratio below one shows that the earnings growth rate is higher than the forward PE, giving the stock a low valuation.PDD had aseries of upward earnings revisions for 2023which are likely to drive the stock higher from this low valuation level. The company's high profitability metrics such as an ROE of 33% and ROIC of 17% help drive PDD's strong earnings growth. PDD also benefits from wide profit margins: GM of 75%, EBITDA margin of 26%, and net income margin of 24%. These are significantly above the sector median GM of 36%, EBITDA margin of 11%, and net income margin of 5%.seeking alphaPDD has a strong buy quant rating according to Seeking Alpha's quant rating system. Stocks with a strong buy quant ratingtend to outperform the S&P 500(SPY). The high rating for PDD was driven by growth, profitability, positive momentum, and upward earnings revisions.China Automotive Systems (CAAS)China Automotive manufactures and sells auto systems and components such as rack and pinion/electronic/hydraulic power steering parts, sensor modules, motors, intelligent automotive technology R&D services, etc. CAAS is likely to benefit from the3% expected increaseto $27.6 million for auto sales in China in 2023. Higher demand for autos as China opens up is likely to increase demand for the parts that CAAS produces.CAAS is trading with a bargain valuation with aforward PE of 10.8and forward price/sales of just 0.38. China Automotive is trading much lower than the sector median forward PE of 15.5 and forward price/sales of 0.93. This leaves plenty of room for upside stock price potential as the company continues to grow.CAAS is expected to grow revenue at 8% in 2023. The company struggled with a net loss in 2020. However, CAAS was profitable the past two years as thecost of revenue and SG&Adecreased as a percentage of revenue since 2020. The company is expected to remain profitable in 2023.China Automotive (daily chart)(tradingview.com)The chart above shows that CAAS might be poised to break higher from the current bull flag formation. The RSI (purple line) rose into the bullish zone above 50 and the MACD made a bullish crossover recently. It is possible that we could see another bull run similar to the one that occurred in November. CAAS also has a strong buy quant rating in SA's rating system.JD.com (JD)JD.com isChina's largest online retailerwhich also operates brick and mortar locations. JD.com provides supply-chain based technologies and services. The company also offers computers, electronic products, appliances, furniture, food, baby and maternity products, cosmetics, jewelry, and other products.Thecompany made improvementsin operating quality and stability while driving stable growth over the past year. For example, JD's cost of revenue and total operating expensesdecreased as a percentage of revenuein recent quarters as compared to 2021. This allowed margins to widen for improved profitability. JD's margins are thin due to the nature of the business. So, any improvements in margins and profitability are positive.JD.com is valued attractively with a PEG ratio of just 0.75. This is based on JD's 3 - 5 year estimated annualEPS growth of about 33%. I consider growth stocks with a PEG below one to be a bargain. The stock has plenty of room to run higher at this low valuation.Revenue is expected to grow at about 15% while earnings are expected toincrease by about 23% in 2023. This strong growth is likely to catalyze the stock higher for above-average gains from the low valuation. JD is also a 'strong buy' according to SA's quant rating system.Seeking AlphaThe chart above shows JD's steady revenue growth. There should be a sizeable jump from 2022 to 2023 as a result of the relaxing of the strict COVID lockdowns in China.ConclusionThe reopening of China from the zero-COVID policy marks a positive change in investor sentiment. It should also help drive increased economic activity for these companies. I expect these companies to continue their new positive momentum in 2023 for both business and stock growth. The tailwinds from the reopening have a strong potential to allow these stocks to outperform in 2023. Of course, there are no guarantees. China could reinstate strict COVID policies if it feels the need to. It is important to understand that risk.","news_type":1},"isVote":1,"tweetType":1,"viewCount":84,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9956610355,"gmtCreate":1673987773477,"gmtModify":1676538912341,"author":{"id":"3581665869451416","authorId":"3581665869451416","name":"Calvinq","avatar":"https://static.tigerbbs.com/3c005973d00b3597177b005554456e28","crmLevel":2,"crmLevelSwitch":0},"themes":[],"htmlText":"TSLA 🚀","listText":"TSLA 🚀","text":"TSLA 🚀","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9956610355","repostId":"2303753886","repostType":4,"repost":{"id":"2303753886","pubTimestamp":1673942550,"share":"https://www.laohu8.com/m/news/2303753886?lang=&edition=full","pubTime":"2023-01-17 16:02","market":"us","language":"en","title":"Tesla's Price Cuts Signal Major Demand Problems","url":"https://stock-news.laohu8.com/highlight/detail?id=2303753886","media":"Seeking Alpha","summary":"SummaryThis week's price cut could lead to a per car margin reduction of over 50% in the US.Tesla's ","content":"<html><head></head><body><h2>Summary</h2><ul><li>This week&#39;s price cut could lead to a per car margin reduction of over 50% in the US.</li><li>Tesla&#39;s backlog has likely been declining since the summer, and used Tesla values had dropped ~15% before these latest cuts.</li><li>I see little evidence that declining costs will save margins; battery costs rose in 2022 for the first time in a decade.</li><li>Reducing US prices below the $55,000 ceiling in the Inflation Reduction Act doesn&#39;t explain away the price cuts in the EU.</li><li>I see little chance that Tesla&#39;s 2023 earnings exceed 2022&#39;s earnings.</li></ul><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/c520175a47f7c851f6eda11fb071b3e5\" tg-width=\"1080\" tg-height=\"810\" referrerpolicy=\"no-referrer\"/><span>Xiaolu Chu</span></p><p>Tesla&#39;s (NASDAQ:TSLA) finish to 2022 was abysmal, with the company shedding $600 billion in market value in 3 months. Many Tesla bulls believe the primary reason for the sell-off is Elon Musk&#39;s acquisition of Twitter (and associated selling of nearly $8 billionin Tesla stock to fund it) coupled with his behavior on the site post-acquisition. While this certainly wasn&#39;t helpful, I do not believe this is the main reason for the precipitous drop.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/4ccc838ea48117e63535d8234c0c731a\" tg-width=\"635\" tg-height=\"433\" referrerpolicy=\"no-referrer\"/><span>Data by YCharts</span></p><p>The primary reason is far more basic; Tesla has simply saturated its key markets. If the Q4 delivery miss wasn&#39;t enough of a signal, this week&#39;s price cuts should be.</p><p>I believe Tesla had an ugly choice to make: it could either badly miss delivery forecasts in 2023, or it could cut price drastically and hope to bridge some of the gap withvolume. I believe it is ultimately the wrong choice, and Tesla has chosen the path that&#39;s more likely to help the stock price in the near term, rather than maintain the brand&#39;s value in the long term.</p><h2>Tesla Car Values and Backlog</h2><p>Tesla enthusiast Troy Teslike noted a precipitous decline in backlog since the middle of the summer. For most of the last 2.5 years, demand for Tesla&#39;s cars certainly exceeded supply, but this seemed to have reversed in the past 6 months.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/ba4b85746feadc0bf81f60f67cab6bb1\" tg-width=\"564\" tg-height=\"769\" referrerpolicy=\"no-referrer\"/><span>Tesla Backlog (Troy Teslike (Twitter))</span></p><p>In the same timeframe, Tesla used car values, which were extremely strong for most of the pandemic, began to rapidly decline.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/860dc3358ecacee3ce324a673f432cea\" tg-width=\"640\" tg-height=\"610\" referrerpolicy=\"no-referrer\"/><span>Tesla Used Car Values (CarGurus as of 1-14-23)</span></p><p>Tesla car values had already dropped significantly in the past 90 days, which in my opinion was a far bigger reason for the stock dropping than Elon&#39;s Twitter sideshow. The latest move will knock another $10,000+ off residual values on top of what&#39;s already happened in the past 90 days.</p><h2>Price Cut Impact on Gross Margins</h2><p>Tesla supporters believe it is a luxury brand. But luxury brands generally don&#39;t cut prices in the face of slack demand. In general, they don&#39;t cut prices at all!</p><p>Guggenheim&#39;s analysis on the impact of the price cut is pretty grim, especially for the Model Y.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/d9559c453e9557a0e14fc12d96aafcd7\" tg-width=\"549\" tg-height=\"680\" referrerpolicy=\"no-referrer\"/><span>Price Cut Margin Impact (Guggenheim estimates)</span></p><p>Unless volumes increase rapidly from 2022 levels, the narrative of Tesla being &#34;cheap&#34; on an earnings per share basis is going to be challenged as 2023 progresses.</p><h2>Tesla Cost of Goods</h2><p>One theory I&#39;ve heard is that Tesla&#39;s supply chain costs have dropped significantly, so they&#39;re better able to pass along the savings to customers. I very much doubt this is true.</p><p>2022 was the first year in the last decade where battery costs increased, due to sharp increases in the price of lithium, cobalt, nickel, and other raw materials. The cost of labor has also risen significantly in the past few years.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/d38972cae70cb1da6790ee192e488ba5\" tg-width=\"640\" tg-height=\"376\" referrerpolicy=\"no-referrer\"/><span>EV Industry Battery cost estimates (BloombergNEF)</span></p><p>Impacts from any increase in battery costs won&#39;t be felt immediately, as Tesla usually has fixed term contracts in place, but when these contracts are rolled over and renegotiated, the price is likely up and not down.</p><h2>EV Credits and the Inflation Reduction Act</h2><p>The price cuts in the US were strategic in that they moved most Tesla models below the $55,000 ceiling for the newly available $7500 credit in the Inflation Reduction Act. By moving under this ceiling, the end price for a Model Y LR drops from ~$68,000 to $47,130, a massive reduction which will certainly increase volume. How much volume still remains to be seen. Unlike the previous $7500 credit, the new EV credit has income exclusions, so single filers that make more than $150,000 are ineligible. This likely includes large portions of the young, technologically savvy crowd that Tesla is popular with.</p><p>Had the US price been reduced in isolation, I could listen to the argument that this move was done to maximize the tax credit and grow already strong demand more rapidly. But this is not what has happened, because, at the same time, the US price has been reduced, Tesla has reduced pricing across most of the EU as well, following the recent price cuts in China.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/3a00abe83ad68c6fb4207077193a5e9b\" tg-width=\"664\" tg-height=\"581\" referrerpolicy=\"no-referrer\"/><span>Tesla EU Prices (Tesla.com)</span></p><p>It appears that the exhaustion of the backlog and increased competition are pressuring the European market as well.</p><h2>Conclusion</h2><p>I have seen several bulls frame this latest move as Tesla going &#34;on the offense&#34; to capture further market share and put legacy auto out of business. It&#39;s an interesting take, but I believe it is ultimately just fantasy.</p><p>Tesla did a fantastic job executing over the past 3 years, expanding capacity and navigating the supply chain crisis well. They were still able to produce Model 3 and Model Y&#39;s while other manufacturers had to cut production. Raising production in an undersupplied market allowed Tesla to raise prices, and they received an additional tailwind from high gasoline prices earlier this year. From a production standpoint, they did well and the stock price responded.</p><p>But at the same time, the majority of the new promised products have not come to fruition, and Tesla still derives the overwhelming majority of its revenue from 2 aging car models that have not had a significant refresh since inception. Gas prices have fallen significantly and other manufacturers are producing again.</p><p>Even with lower prices, I think it will be a challenge for Tesla to match 2022 volumes, let alone sell enough incremental units to raise earnings. Those who are buying Tesla today because it&#39;s &#34;cheap&#34; at 30x earnings might see it get much cheaper if earnings fall in 2023.</p><p><i>This article is written by Fishtown Capital for reference only. Please note the risks.</i></p><p><b>Also Read:</b> <a href=\"https://ttm.financial/NW/1149025848\" target=\"_blank\">Teslas Are Finally Getting Cheaper. It&#39;s a Sign Elon Musk&#39;s Back Is Against the Wall</a></p></body></html>","source":"seekingalpha_fund","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>Tesla's Price Cuts Signal Major Demand Problems</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\">\nTesla's Price Cuts Signal Major Demand Problems\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-01-17 16:02 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4570177-teslas-price-cuts-signal-major-demand-problems><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryThis week's price cut could lead to a per car margin reduction of over 50% in the US.Tesla's backlog has likely been declining since the summer, and used Tesla values had dropped ~15% before ...</p>\n\n<a href=\"https://seekingalpha.com/article/4570177-teslas-price-cuts-signal-major-demand-problems\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU1861215975.USD":"贝莱德新一代科技基金 A2","LU0198837287.USD":"UBS (LUX) EQUITY SICAV - USA GROWTH \"P\" (USD) ACC","LU0316494557.USD":"FRANKLIN GLOBAL FUNDAMENTAL STRATEGIES \"A\" ACC","LU1548497426.USD":"安联环球人工智能AT Acc","LU1861220033.SGD":"Blackrock Next Generation Technology A2 SGD-H","LU1861558580.USD":"日兴方舟颠覆性创新基金B","BK4574":"无人驾驶","BK4551":"寇图资本持仓","LU0820561818.USD":"安联收益及增长平衡基金Cl AM DIS","TSLA":"特斯拉","LU1551013425.SGD":"Allianz Income and Growth Cl AMg2 DIS H2-SGD","BK4581":"高盛持仓","LU0348723411.USD":"ALLIANZ GLOBAL HI-TECH GROWTH \"A\" (USD) INC","BK4511":"特斯拉概念","BK4099":"汽车制造商","LU1720051108.HKD":"ALLIANZ GLOBAL ARTIFICIAL INTELLIGENCE \"AT\" (HKD) ACC","LU0943347566.SGD":"安联收益及增长平衡基金AM H2-SGD","BK4548":"巴美列捷福持仓","LU0234570918.USD":"高盛全球核心股票组合Acc Close","LU1839511570.USD":"WELLS FARGO GLOBAL FACTOR ENHANCED EQUITY \"I\" (USD) ACC","LU1861559042.SGD":"日兴方舟颠覆性创新基金B SGD","LU2357305700.SGD":"Allianz Global Artificial Intelligence ET H2-SGD","LU0053666078.USD":"摩根大通基金-美国股票A（离岸）美元","LU0823411888.USD":"法巴消费创新基金 Cap","LU0082616367.USD":"摩根大通美国科技A（dist）","LU1551013342.USD":"Allianz Income and Growth Cl AMg2 DIS USD","LU0719512351.SGD":"JPMorgan Funds - US Technology A (acc) SGD","LU0056508442.USD":"贝莱德世界科技基金A2","IE00B1XK9C88.USD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A\" (USD) ACC","LU0820561909.HKD":"ALLIANZ INCOME AND GROWTH \"AM\" (HKD) INC","LU2249611893.SGD":"BNP PARIBAS ENERGY TRANSITION \"CRH\" (SGD) ACC","LU0234572021.USD":"高盛美国核心股票组合Acc","BK4585":"ETF&股票定投概念","IE00BSNM7G36.USD":"NEUBERGER BERMAN SYSTEMATIC GLOBAL SUSTAINABLE VALUE \"A\" (USD) ACC","BK4534":"瑞士信贷持仓","BK4550":"红杉资本持仓","BK4533":"AQR资本管理(全球第二大对冲基金)","BK4555":"新能源车","LU2063271972.USD":"富兰克林创新领域基金","LU0823414478.USD":"法巴经典能源转换基金","IE00BWXC8680.SGD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A5\" (SGD) ACC","LU0097036916.USD":"贝莱德美国增长A2 USD","LU0689472784.USD":"安联收益及增长基金Cl AM AT Acc","LU2087621335.USD":"ALLSPRING GLOBAL FACTOR ENHANCED EQUITY \"A\" (USD) ACC","BK4527":"明星科技股","LU1852331112.SGD":"Blackrock World Technology Fund A2 SGD-H","LU1720051017.SGD":"Allianz Global Artificial Intelligence AT Acc H2-SGD"},"source_url":"https://seekingalpha.com/article/4570177-teslas-price-cuts-signal-major-demand-problems","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2303753886","content_text":"SummaryThis week's price cut could lead to a per car margin reduction of over 50% in the US.Tesla's backlog has likely been declining since the summer, and used Tesla values had dropped ~15% before these latest cuts.I see little evidence that declining costs will save margins; battery costs rose in 2022 for the first time in a decade.Reducing US prices below the $55,000 ceiling in the Inflation Reduction Act doesn't explain away the price cuts in the EU.I see little chance that Tesla's 2023 earnings exceed 2022's earnings.Xiaolu ChuTesla's (NASDAQ:TSLA) finish to 2022 was abysmal, with the company shedding $600 billion in market value in 3 months. Many Tesla bulls believe the primary reason for the sell-off is Elon Musk's acquisition of Twitter (and associated selling of nearly $8 billionin Tesla stock to fund it) coupled with his behavior on the site post-acquisition. While this certainly wasn't helpful, I do not believe this is the main reason for the precipitous drop.Data by YChartsThe primary reason is far more basic; Tesla has simply saturated its key markets. If the Q4 delivery miss wasn't enough of a signal, this week's price cuts should be.I believe Tesla had an ugly choice to make: it could either badly miss delivery forecasts in 2023, or it could cut price drastically and hope to bridge some of the gap withvolume. I believe it is ultimately the wrong choice, and Tesla has chosen the path that's more likely to help the stock price in the near term, rather than maintain the brand's value in the long term.Tesla Car Values and BacklogTesla enthusiast Troy Teslike noted a precipitous decline in backlog since the middle of the summer. For most of the last 2.5 years, demand for Tesla's cars certainly exceeded supply, but this seemed to have reversed in the past 6 months.Tesla Backlog (Troy Teslike (Twitter))In the same timeframe, Tesla used car values, which were extremely strong for most of the pandemic, began to rapidly decline.Tesla Used Car Values (CarGurus as of 1-14-23)Tesla car values had already dropped significantly in the past 90 days, which in my opinion was a far bigger reason for the stock dropping than Elon's Twitter sideshow. The latest move will knock another $10,000+ off residual values on top of what's already happened in the past 90 days.Price Cut Impact on Gross MarginsTesla supporters believe it is a luxury brand. But luxury brands generally don't cut prices in the face of slack demand. In general, they don't cut prices at all!Guggenheim's analysis on the impact of the price cut is pretty grim, especially for the Model Y.Price Cut Margin Impact (Guggenheim estimates)Unless volumes increase rapidly from 2022 levels, the narrative of Tesla being \"cheap\" on an earnings per share basis is going to be challenged as 2023 progresses.Tesla Cost of GoodsOne theory I've heard is that Tesla's supply chain costs have dropped significantly, so they're better able to pass along the savings to customers. I very much doubt this is true.2022 was the first year in the last decade where battery costs increased, due to sharp increases in the price of lithium, cobalt, nickel, and other raw materials. The cost of labor has also risen significantly in the past few years.EV Industry Battery cost estimates (BloombergNEF)Impacts from any increase in battery costs won't be felt immediately, as Tesla usually has fixed term contracts in place, but when these contracts are rolled over and renegotiated, the price is likely up and not down.EV Credits and the Inflation Reduction ActThe price cuts in the US were strategic in that they moved most Tesla models below the $55,000 ceiling for the newly available $7500 credit in the Inflation Reduction Act. By moving under this ceiling, the end price for a Model Y LR drops from ~$68,000 to $47,130, a massive reduction which will certainly increase volume. How much volume still remains to be seen. Unlike the previous $7500 credit, the new EV credit has income exclusions, so single filers that make more than $150,000 are ineligible. This likely includes large portions of the young, technologically savvy crowd that Tesla is popular with.Had the US price been reduced in isolation, I could listen to the argument that this move was done to maximize the tax credit and grow already strong demand more rapidly. But this is not what has happened, because, at the same time, the US price has been reduced, Tesla has reduced pricing across most of the EU as well, following the recent price cuts in China.Tesla EU Prices (Tesla.com)It appears that the exhaustion of the backlog and increased competition are pressuring the European market as well.ConclusionI have seen several bulls frame this latest move as Tesla going \"on the offense\" to capture further market share and put legacy auto out of business. It's an interesting take, but I believe it is ultimately just fantasy.Tesla did a fantastic job executing over the past 3 years, expanding capacity and navigating the supply chain crisis well. They were still able to produce Model 3 and Model Y's while other manufacturers had to cut production. Raising production in an undersupplied market allowed Tesla to raise prices, and they received an additional tailwind from high gasoline prices earlier this year. From a production standpoint, they did well and the stock price responded.But at the same time, the majority of the new promised products have not come to fruition, and Tesla still derives the overwhelming majority of its revenue from 2 aging car models that have not had a significant refresh since inception. Gas prices have fallen significantly and other manufacturers are producing again.Even with lower prices, I think it will be a challenge for Tesla to match 2022 volumes, let alone sell enough incremental units to raise earnings. Those who are buying Tesla today because it's \"cheap\" at 30x earnings might see it get much cheaper if earnings fall in 2023.This article is written by Fishtown Capital for reference only. Please note the risks.Also Read: Teslas Are Finally Getting Cheaper. It's a Sign Elon Musk's Back Is Against the Wall","news_type":1},"isVote":1,"tweetType":1,"viewCount":329,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9928129034,"gmtCreate":1671221161528,"gmtModify":1676538511363,"author":{"id":"3581665869451416","authorId":"3581665869451416","name":"Calvinq","avatar":"https://static.tigerbbs.com/3c005973d00b3597177b005554456e28","crmLevel":2,"crmLevelSwitch":0},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/GRAB\">$Grab Holdings(GRAB)$&nbsp;</a><v-v data-views=\"0\"></v-v>","listText":"<a href=\"https://ttm.financial/S/GRAB\">$Grab Holdings(GRAB)$&nbsp;</a><v-v data-views=\"0\"></v-v>","text":"$Grab Holdings(GRAB)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9928129034","isVote":1,"tweetType":1,"viewCount":131,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9923224844,"gmtCreate":1670867630488,"gmtModify":1676538449564,"author":{"id":"3581665869451416","authorId":"3581665869451416","name":"Calvinq","avatar":"https://static.tigerbbs.com/3c005973d00b3597177b005554456e28","crmLevel":2,"crmLevelSwitch":0},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/GRAB\">$Grab Holdings(GRAB)$&nbsp;</a><v-v data-views=\"0\"></v-v>","listText":"<a href=\"https://ttm.financial/S/GRAB\">$Grab Holdings(GRAB)$&nbsp;</a><v-v data-views=\"0\"></v-v>","text":"$Grab Holdings(GRAB)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9923224844","isVote":1,"tweetType":1,"viewCount":145,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9923224167,"gmtCreate":1670867563559,"gmtModify":1676538449556,"author":{"id":"3581665869451416","authorId":"3581665869451416","name":"Calvinq","avatar":"https://static.tigerbbs.com/3c005973d00b3597177b005554456e28","crmLevel":2,"crmLevelSwitch":0},"themes":[],"htmlText":"ARKK 🚀","listText":"ARKK 🚀","text":"ARKK 🚀","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9923224167","repostId":"1195161646","repostType":4,"repost":{"id":"1195161646","pubTimestamp":1670851416,"share":"https://www.laohu8.com/m/news/1195161646?lang=&edition=full","pubTime":"2022-12-12 21:23","market":"us","language":"en","title":"Investors Are Losing Faith in Cathie Wood’s ARK Innovation","url":"https://stock-news.laohu8.com/highlight/detail?id=1195161646","media":"The Wall Street Journal","summary":"Investors who bought the dip inCathie Wood‘sARK InnovationARKK-1.45%decrease; red down pointing tria","content":"<html><head></head><body><p><img src=\"https://static.tigerbbs.com/df40f25b51f1c39ba351d85012c3410e\" tg-width=\"860\" tg-height=\"573\" referrerpolicy=\"no-referrer\"/></p><p>Investors who bought the dip inCathie Wood‘sARK InnovationARKK-1.45%decrease; red down pointing triangleexchange-traded fund have been punished this year. Some finally appear to belosing their conviction.</p><p>Shares of the fund, a pandemic-era favorite largely made up of unprofitable,growth-oriented technology companies, are down 63% this year. While the S&amp;P 500 index has rallied 10% since mid-October to cut its 2022 losses to 17%, Ms. Wood’s flagship fund is hovering near a five-year low.</p><p>Investors heeding a “buy the dip” rallying cry poured money into the fund in each of the first five months of the year—a net $1.89 billion—as markets tumbled. Since then, their enthusiasm has waned. They pulled money in three of the next six months, or a net $76.5 million, according to FactSet. On Nov. 30 alone, they yanked $146 million, which was among the largest single-day outflows of the year.</p><p>Investors have bailed out ofgrowth stocksand other speculative assets en masse this year. In a rising yield environment in which they suddenly have options for earning returns with little risk, many are losing their appetite for money-losing companies promising the chance of returns in the future.</p><p>The three largest holdings in the fund—which is known by its ticker symbol ARKK—areZoom Video CommunicationsInc.,ZM-0.28%decrease; red down pointing triangleTeslaInc. andExact SciencesCorp., companies Ms. Wood has said have the potential to change the world.</p><p>Shares of Zoomand Tesla have lost about half their value this year, while Exact Sciences, an unprofitable provider of cancer screening and diagnostics tools, is down 43%. Ms. Wood has also been a proponent of bitcoin, whichhas fallen about 75%from its November 2021 peak.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/2c983e003a0fbcee27d261ad5e0c07a5\" tg-width=\"700\" tg-height=\"466\" referrerpolicy=\"no-referrer\"/><span>Cathie Wood predicts cryptocurrency growth and has been buying shares of Coinbase.PHOTO:SHANNON STAPLETON/REUTERS</span></p><p>Similar bets netted huge rewards in the low-rate environment of 2020 and 2021. ARKK shares more than doubled in 2020 beforeworries about inflation—and the prospect of higher rates—stalled their advance.</p><p>“The bet was that free money would last indefinitely, and there doesn’t seem to have been a risk-management game plan,” saidJon Burckett-St. Laurent, senior portfolio manager at Exencial Wealth Advisors.</p><p>For her part, Ms. Wood continues to shrug off the critics and stand by her investments. She tweeted recently that companies in her fund are “sacrificing short-term profitability for exponential and highly profitable long term growth.” During a Bloomberg Television interview in November, she predicted theprice of bitcoinwill hit $1 million by 2030, a roughly 6,000% increase from current levels.</p><p>Ms. Wood has called for Zoom, ARKK’s largest holding, to approach $1,500 a share in 2026, based in part on expectations of a worker backlash againstreturning to offices. Her bear case is for shares to trade at $700. They closed Friday at $72.16.</p><p>Through a spokeswoman, Ms. Wood declined to comment.</p><p>While many on Wall Street are cutting risk and bracing for a recession, Ms. Wood has been adding to riskier positions in recent weeks, buying more shares of cryptocurrency exchangeCoinbase GlobalInc. and a bitcoin futures ETF.</p><p>ARKK added 931,000 shares of Coinbase worth roughly $43 million in November, according to FactSet. ARKK is the second-largest holder of Coinbase shares, which are down 84% year-to-date. Another of Ms. Wood’s funds, theARK Next Generation Internet ETFARKW-0.70%decrease; red down pointing triangle, increased its exposure to bitcoin with the purchase of 608,000 shares of theGrayscale Bitcoin Trust, worth $6 million. GBTC trust shares are down 77% this year.</p><p>Some investors say Ms. Wood’s fund still doesn’t look cheap, even after its sharp share-price declines. Since a majority of the companies it holds are unprofitable, traditional valuation measures such as price-to-earnings ratios are irrelevant.</p><p>“I think with the flows into Cathie’s fund, there’s a knee-jerk reaction from some investors when something’s down that much,” saidBill Callahan, investment strategist at Schroders. “But that’s not always the right play. All of these stocks work in a relatively low nominal growth, low rate environment. It just doesn’t seem like that’s where we’re going to be.”</p><p>Data from popular retail brokerage Webull Financial LLC shows that customers have added cash on anet basis to ARKKthis year, but the number of accounts holding the fund is shrinking.</p><p>Since Jan. 1, the number of accounts holding the fund is down 8%, Webull Chief ExecutiveAnthony Deniersaid. By mid-November, the total had fallen to the lowest level of the year.</p><p>“The big change started happening in July,” Mr. Denier said. “It’s been steadily declining.”</p><p>ARKK could see another hit come in the coming weeks, Mr. Denier said, if savvy individual investors target their holdings for what is known as tax-loss harvesting—selling losing positions before year-end to realize losses and write them off as a tax loss.</p><p>Ms. Wood continues to try to sell investors on the future, but with returns plunging, more of them have questions.</p><p>“With Cathie Wood’s model, there’s no question that if one of her companies cures cancer, that stock will go through the roof,” saidBrian Mulberry, client portfolio manager at Zacks Investment Management. “It’s just simply a question of, how do you get from here to the other side of the rainbow?”</p></body></html>","source":"wsj_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>Investors Are Losing Faith in Cathie Wood’s ARK Innovation</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\">\nInvestors Are Losing Faith in Cathie Wood’s ARK Innovation\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-12-12 21:23 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.wsj.com/articles/investors-are-losing-faith-in-cathie-woods-ark-innovation-11670846139?mod=rss_markets_main><strong>The Wall Street Journal</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Investors who bought the dip inCathie Wood‘sARK InnovationARKK-1.45%decrease; red down pointing triangleexchange-traded fund have been punished this year. Some finally appear to belosing their ...</p>\n\n<a href=\"https://www.wsj.com/articles/investors-are-losing-faith-in-cathie-woods-ark-innovation-11670846139?mod=rss_markets_main\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"ARKK":"ARK Innovation ETF","ARKG":"ARK Genomic Revolution ETF","ARKF":"ARK Fintech Innovation ETF"},"source_url":"https://www.wsj.com/articles/investors-are-losing-faith-in-cathie-woods-ark-innovation-11670846139?mod=rss_markets_main","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1195161646","content_text":"Investors who bought the dip inCathie Wood‘sARK InnovationARKK-1.45%decrease; red down pointing triangleexchange-traded fund have been punished this year. Some finally appear to belosing their conviction.Shares of the fund, a pandemic-era favorite largely made up of unprofitable,growth-oriented technology companies, are down 63% this year. While the S&P 500 index has rallied 10% since mid-October to cut its 2022 losses to 17%, Ms. Wood’s flagship fund is hovering near a five-year low.Investors heeding a “buy the dip” rallying cry poured money into the fund in each of the first five months of the year—a net $1.89 billion—as markets tumbled. Since then, their enthusiasm has waned. They pulled money in three of the next six months, or a net $76.5 million, according to FactSet. On Nov. 30 alone, they yanked $146 million, which was among the largest single-day outflows of the year.Investors have bailed out ofgrowth stocksand other speculative assets en masse this year. In a rising yield environment in which they suddenly have options for earning returns with little risk, many are losing their appetite for money-losing companies promising the chance of returns in the future.The three largest holdings in the fund—which is known by its ticker symbol ARKK—areZoom Video CommunicationsInc.,ZM-0.28%decrease; red down pointing triangleTeslaInc. andExact SciencesCorp., companies Ms. Wood has said have the potential to change the world.Shares of Zoomand Tesla have lost about half their value this year, while Exact Sciences, an unprofitable provider of cancer screening and diagnostics tools, is down 43%. Ms. Wood has also been a proponent of bitcoin, whichhas fallen about 75%from its November 2021 peak.Cathie Wood predicts cryptocurrency growth and has been buying shares of Coinbase.PHOTO:SHANNON STAPLETON/REUTERSSimilar bets netted huge rewards in the low-rate environment of 2020 and 2021. ARKK shares more than doubled in 2020 beforeworries about inflation—and the prospect of higher rates—stalled their advance.“The bet was that free money would last indefinitely, and there doesn’t seem to have been a risk-management game plan,” saidJon Burckett-St. Laurent, senior portfolio manager at Exencial Wealth Advisors.For her part, Ms. Wood continues to shrug off the critics and stand by her investments. She tweeted recently that companies in her fund are “sacrificing short-term profitability for exponential and highly profitable long term growth.” During a Bloomberg Television interview in November, she predicted theprice of bitcoinwill hit $1 million by 2030, a roughly 6,000% increase from current levels.Ms. Wood has called for Zoom, ARKK’s largest holding, to approach $1,500 a share in 2026, based in part on expectations of a worker backlash againstreturning to offices. Her bear case is for shares to trade at $700. They closed Friday at $72.16.Through a spokeswoman, Ms. Wood declined to comment.While many on Wall Street are cutting risk and bracing for a recession, Ms. Wood has been adding to riskier positions in recent weeks, buying more shares of cryptocurrency exchangeCoinbase GlobalInc. and a bitcoin futures ETF.ARKK added 931,000 shares of Coinbase worth roughly $43 million in November, according to FactSet. ARKK is the second-largest holder of Coinbase shares, which are down 84% year-to-date. Another of Ms. Wood’s funds, theARK Next Generation Internet ETFARKW-0.70%decrease; red down pointing triangle, increased its exposure to bitcoin with the purchase of 608,000 shares of theGrayscale Bitcoin Trust, worth $6 million. GBTC trust shares are down 77% this year.Some investors say Ms. Wood’s fund still doesn’t look cheap, even after its sharp share-price declines. Since a majority of the companies it holds are unprofitable, traditional valuation measures such as price-to-earnings ratios are irrelevant.“I think with the flows into Cathie’s fund, there’s a knee-jerk reaction from some investors when something’s down that much,” saidBill Callahan, investment strategist at Schroders. “But that’s not always the right play. All of these stocks work in a relatively low nominal growth, low rate environment. It just doesn’t seem like that’s where we’re going to be.”Data from popular retail brokerage Webull Financial LLC shows that customers have added cash on anet basis to ARKKthis year, but the number of accounts holding the fund is shrinking.Since Jan. 1, the number of accounts holding the fund is down 8%, Webull Chief ExecutiveAnthony Deniersaid. By mid-November, the total had fallen to the lowest level of the year.“The big change started happening in July,” Mr. Denier said. “It’s been steadily declining.”ARKK could see another hit come in the coming weeks, Mr. Denier said, if savvy individual investors target their holdings for what is known as tax-loss harvesting—selling losing positions before year-end to realize losses and write them off as a tax loss.Ms. Wood continues to try to sell investors on the future, but with returns plunging, more of them have questions.“With Cathie Wood’s model, there’s no question that if one of her companies cures cancer, that stock will go through the roof,” saidBrian Mulberry, client portfolio manager at Zacks Investment Management. “It’s just simply a question of, how do you get from here to the other side of the rainbow?”","news_type":1},"isVote":1,"tweetType":1,"viewCount":175,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9929370263,"gmtCreate":1670607739852,"gmtModify":1676538404523,"author":{"id":"3581665869451416","authorId":"3581665869451416","name":"Calvinq","avatar":"https://static.tigerbbs.com/3c005973d00b3597177b005554456e28","crmLevel":2,"crmLevelSwitch":0},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/GRAB\">$Grab Holdings(GRAB)$&nbsp;</a><v-v data-views=\"0\"></v-v>","listText":"<a href=\"https://ttm.financial/S/GRAB\">$Grab Holdings(GRAB)$&nbsp;</a><v-v data-views=\"0\"></v-v>","text":"$Grab Holdings(GRAB)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9929370263","isVote":1,"tweetType":1,"viewCount":290,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9929347740,"gmtCreate":1670607633381,"gmtModify":1676538404506,"author":{"id":"3581665869451416","authorId":"3581665869451416","name":"Calvinq","avatar":"https://static.tigerbbs.com/3c005973d00b3597177b005554456e28","crmLevel":2,"crmLevelSwitch":0},"themes":[],"htmlText":"ARKK 🚀","listText":"ARKK 🚀","text":"ARKK 🚀","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9929347740","repostId":"1162216373","repostType":4,"repost":{"id":"1162216373","pubTimestamp":1670599828,"share":"https://www.laohu8.com/m/news/1162216373?lang=&edition=full","pubTime":"2022-12-09 23:30","market":"other","language":"en","title":"ARKK: No End Of Pain In Sight","url":"https://stock-news.laohu8.com/highlight/detail?id=1162216373","media":"Seeking Alpha","summary":"SummaryThe ARK Innovation ETF has not participated in the recent upwards market surge.Over-concentration in a few tech names creates a big liability for ARKK heading into 2023.Economic downturn could ","content":"<html><head></head><body><p><b>Summary</b></p><ul><li>The ARK Innovation ETF has not participated in the recent upwards market surge.</li><li>Over-concentration in a few tech names creates a big liability for ARKK heading into 2023.</li><li>Economic downturn could wash out many high-priced tech companies.</li></ul><p><b>The ARK Innovation ETF (NYSEARCA:</b> <b>ARKK)</b>has returned a negative 63.4% so far this year and underperformed the S&amp;P500 index by an incredible 47.5% from January 1, 2022 to December 7, 2022.</p><p>While initially riding a wave of popularity that exploded into the mainstream during the Covid-19 pandemic, the exchange-traded fund has recently fallen out of favor with growth investors due to persistent investment underperformance.</p><p>With the U.S. economy facing headwinds and the ARK Innovation ETF remaining overweight unprofitable, high-multiple stocks, 2023 could be another difficult year for the investment firm and Cathie Wood.</p><p><b>Jaw-Dropping Underperformance</b></p><p>With less than three weeks until the end of the year, the performance of the ARK Innovation ETF in 2022 is one that investors would prefer to forget. Many investors will undoubtedly wish they had never invested in the ARK Innovation ETF in the first place.</p><p>ARKK has delivered a negative performance of 63.4% year to date, underperforming the broadly diversified S&amp;P 500 Index by a staggering 47.5%.</p><p><img src=\"https://static.tigerbbs.com/9140298f00ebb945cb0ba2d630f93af7\" tg-width=\"640\" tg-height=\"341\" referrerpolicy=\"no-referrer\"/></p><p>ARKK Versus S&amp;P500 (Yahoo Finance)</p><p>Importantly, the ARK Innovation ETF, which is still heavily overweight unprofitable, high-multiple growth stocks (more on that later), did not participate in the market&#39;s recent rally. While the S&amp;P500 surged, the ARK Innovation ETF did not participate in the recent uptick.</p><p><img src=\"https://static.tigerbbs.com/e2f2f4f1417b4382cb8641691d9f184b\" tg-width=\"640\" tg-height=\"330\" referrerpolicy=\"no-referrer\"/></p><p>Recent Rally (Yahoo Finance)</p><p><b>Fund Flow Picture Inconclusive</b></p><p>Fund outflows from the ARK Innovation ETF have recently stabilized, but investors aren&#39;t exactly pouring money into the fund. The current fund situation is probably best described as investors taking a wait-and-see approach.</p><p>The recent underperformance of ARKK, in my opinion, strongly speaks against an investment in the fund due to the presence of a couple of over-weighted stocks that are likely to remain a drag on the performance of the ARK Innovation ETF.</p><p><img src=\"https://static.tigerbbs.com/93006bea7aa69415aa4e62e958aa8098\" tg-width=\"640\" tg-height=\"487\" referrerpolicy=\"no-referrer\"/></p><p>ARKK Fund Flows Charts (The ARK Innovation ETF)</p><p><b>A Look At ARKK&#39;s Updated Portfolio Concentration</b></p><p>The ARKK&#39;s lack of upside participation since October, in my opinion, is due to the fund&#39;s excessive concentration in a few names that have underperformed and are limiting the fund&#39;s rebound potential.</p><p>The fund&#39;s holdings remained concentrated in a few high-multiple stocks, including Zoom Video Communications (ZM), Tesla (TSLA), Roku (ROKU), and telehealth pioneer Teladoc Health (TDOC). Zoom Video Communications was the fund&#39;s largest holding as of December 7, 2022, with an 8.98% stake.</p><p><img src=\"https://static.tigerbbs.com/7f38701af98ed2326f5c7bcc3e6511f0\" tg-width=\"640\" tg-height=\"492\" referrerpolicy=\"no-referrer\"/></p><p>Top 10 Holdings (The ARK Innovation ETF)</p><p>Having said that, the majority of the ARK Innovation ETF&#39;s holdings remain primarily of companies that have yet to turn the corner in terms of profitability in 2022.</p><p>Roku, Teladoc Health, Block, and Shopify (SHOP) continue to dominate the fund&#39;s top ten holdings, but all of them continue to rack up massive losses while trading at extremely high (and arguably unsustainable) sales multiples.</p><p><img src=\"https://static.tigerbbs.com/82a0b809a19dbf9c07f45d349c1210c0\" tg-width=\"635\" tg-height=\"484\" referrerpolicy=\"no-referrer\"/>Data by YCharts</p><p>These persistently high sales multiples, in my opinion, represent an excessive risk for investors in the ARK Innovation ETF, compounding the underlying concentration risk, especially if a recession worsens the market situation.</p><p>According to a recent KMPG survey, themajority of CEOs(91%) believe a recession is on the way, which, in my opinion, could result in a new round of valuation cuts for high-priced pandemic winners.</p><p><b>Why ARKK Could See A Higher Valuation</b></p><p>Despite a significant valuation haircut in 2022, the ARK Innovation ETF, in my opinion, remains exposed to significant net asset value risk. This risk is primarily caused by the fund&#39;s overexposure to a few high-risk names such as Roku, Teladoc Health, and Shopify, which continue to lose money and are thus particularly vulnerable during a recession.</p><p>At the very least, avoiding a recession would necessitate a resurgence of valuations for the pandemic&#39;s fallen winners.</p><p><b>My Conclusion</b></p><p>Despite the fact that the ARK Innovation ETF has lost more than 63% of its value in 2022, and the degree of underperformance relative to the S&amp;P500 is striking, it appears the fund managers have learned nothing about ARKK&#39;s underlying problem in my view.</p><p>The fund continues to maintain an overly aggressive allocation to high-multiple growth stocks, particularly in sectors that have recently fallen out of favor with investors seeking more defensive exposure.</p><p>Given the likelihood of a major economic recession in the United States in 2023, I doubt that 2023 will be a good year for an offensively positioned investment fund with concentrated exposure to a few high-valued technology names.</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>ARKK: No End Of Pain In Sight</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; 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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\">\nARKK: No End Of Pain In Sight\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-12-09 23:30 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4563333-arkk-no-end-of-pain-in-sight><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryThe ARK Innovation ETF has not participated in the recent upwards market surge.Over-concentration in a few tech names creates a big liability for ARKK heading into 2023.Economic downturn could ...</p>\n\n<a href=\"https://seekingalpha.com/article/4563333-arkk-no-end-of-pain-in-sight\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"ARKK":"ARK Innovation ETF"},"source_url":"https://seekingalpha.com/article/4563333-arkk-no-end-of-pain-in-sight","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1162216373","content_text":"SummaryThe ARK Innovation ETF has not participated in the recent upwards market surge.Over-concentration in a few tech names creates a big liability for ARKK heading into 2023.Economic downturn could wash out many high-priced tech companies.The ARK Innovation ETF (NYSEARCA: ARKK)has returned a negative 63.4% so far this year and underperformed the S&P500 index by an incredible 47.5% from January 1, 2022 to December 7, 2022.While initially riding a wave of popularity that exploded into the mainstream during the Covid-19 pandemic, the exchange-traded fund has recently fallen out of favor with growth investors due to persistent investment underperformance.With the U.S. economy facing headwinds and the ARK Innovation ETF remaining overweight unprofitable, high-multiple stocks, 2023 could be another difficult year for the investment firm and Cathie Wood.Jaw-Dropping UnderperformanceWith less than three weeks until the end of the year, the performance of the ARK Innovation ETF in 2022 is one that investors would prefer to forget. Many investors will undoubtedly wish they had never invested in the ARK Innovation ETF in the first place.ARKK has delivered a negative performance of 63.4% year to date, underperforming the broadly diversified S&P 500 Index by a staggering 47.5%.ARKK Versus S&P500 (Yahoo Finance)Importantly, the ARK Innovation ETF, which is still heavily overweight unprofitable, high-multiple growth stocks (more on that later), did not participate in the market's recent rally. While the S&P500 surged, the ARK Innovation ETF did not participate in the recent uptick.Recent Rally (Yahoo Finance)Fund Flow Picture InconclusiveFund outflows from the ARK Innovation ETF have recently stabilized, but investors aren't exactly pouring money into the fund. The current fund situation is probably best described as investors taking a wait-and-see approach.The recent underperformance of ARKK, in my opinion, strongly speaks against an investment in the fund due to the presence of a couple of over-weighted stocks that are likely to remain a drag on the performance of the ARK Innovation ETF.ARKK Fund Flows Charts (The ARK Innovation ETF)A Look At ARKK's Updated Portfolio ConcentrationThe ARKK's lack of upside participation since October, in my opinion, is due to the fund's excessive concentration in a few names that have underperformed and are limiting the fund's rebound potential.The fund's holdings remained concentrated in a few high-multiple stocks, including Zoom Video Communications (ZM), Tesla (TSLA), Roku (ROKU), and telehealth pioneer Teladoc Health (TDOC). Zoom Video Communications was the fund's largest holding as of December 7, 2022, with an 8.98% stake.Top 10 Holdings (The ARK Innovation ETF)Having said that, the majority of the ARK Innovation ETF's holdings remain primarily of companies that have yet to turn the corner in terms of profitability in 2022.Roku, Teladoc Health, Block, and Shopify (SHOP) continue to dominate the fund's top ten holdings, but all of them continue to rack up massive losses while trading at extremely high (and arguably unsustainable) sales multiples.Data by YChartsThese persistently high sales multiples, in my opinion, represent an excessive risk for investors in the ARK Innovation ETF, compounding the underlying concentration risk, especially if a recession worsens the market situation.According to a recent KMPG survey, themajority of CEOs(91%) believe a recession is on the way, which, in my opinion, could result in a new round of valuation cuts for high-priced pandemic winners.Why ARKK Could See A Higher ValuationDespite a significant valuation haircut in 2022, the ARK Innovation ETF, in my opinion, remains exposed to significant net asset value risk. This risk is primarily caused by the fund's overexposure to a few high-risk names such as Roku, Teladoc Health, and Shopify, which continue to lose money and are thus particularly vulnerable during a recession.At the very least, avoiding a recession would necessitate a resurgence of valuations for the pandemic's fallen winners.My ConclusionDespite the fact that the ARK Innovation ETF has lost more than 63% of its value in 2022, and the degree of underperformance relative to the S&P500 is striking, it appears the fund managers have learned nothing about ARKK's underlying problem in my view.The fund continues to maintain an overly aggressive allocation to high-multiple growth stocks, particularly in sectors that have recently fallen out of favor with investors seeking more defensive exposure.Given the likelihood of a major economic recession in the United States in 2023, I doubt that 2023 will be a good year for an offensively positioned investment fund with concentrated exposure to a few high-valued technology names.","news_type":1},"isVote":1,"tweetType":1,"viewCount":294,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9929347505,"gmtCreate":1670607605008,"gmtModify":1676538404498,"author":{"id":"3581665869451416","authorId":"3581665869451416","name":"Calvinq","avatar":"https://static.tigerbbs.com/3c005973d00b3597177b005554456e28","crmLevel":2,"crmLevelSwitch":0},"themes":[],"htmlText":"CRWD 🚀","listText":"CRWD 🚀","text":"CRWD 🚀","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9929347505","repostId":"2289636412","repostType":4,"repost":{"id":"2289636412","pubTimestamp":1670599924,"share":"https://www.laohu8.com/m/news/2289636412?lang=&edition=full","pubTime":"2022-12-09 23:32","market":"us","language":"en","title":"2 Sensational Growth Stocks Set to Surge 92% to 111% According to Wall Street","url":"https://stock-news.laohu8.com/highlight/detail?id=2289636412","media":"Motley Fool","summary":"These stocks are beaten down, but could rebound big-time if analysts are right.","content":"<html><head></head><body><p>It&#39;s well documented that the best way to generate wealth over the long term is investing in the best stocks you can find and holding for years or even decades. That said, investing isn&#39;t necessarily for the faint of heart -- and 2022 has been a great example of that simple truth. Over the preceding 12 months, the <b>Nasdaq Composite</b> has been battered, down 29% from its high reached late last year, falling victim to the latest bear market.</p><p>That said, seasoned investors are well aware that with this economic cloud comes a silver lining: Historically speaking, good and bad stocks alike fall in tandem during a downturn. What results are some of the most compelling opportunities that many will see in their lifetimes, at least for investors with the resources and fortitude to ride out the gut-wrenching volatility.</p><p>In fact, Wall Street is surprisingly optimistic about the prospects of a couple of former high-flying growth stocks. Here are two contenders set to soar 92% to 111% over the coming 12 months, according to Wall Street.</p><h2>A guard dog for your critical systems</h2><p>The digital transformation continues to gain steam, with more businesses adopting cloud computing than ever before. The strategic importance of keeping customer-facing systems up and running can&#39;t be overstated. Simply put, if customers can&#39;t reach you, they can&#39;t spend money. That&#39;s where <b><a href=\"https://laohu8.com/S/DDOG\">Datadog</a></b> comes in. The company provides a single dashboard that monitors a variety of systems, notifying developers of a problem before it reaches critical mass. The system also provides early warning by detecting anomalies that could result in future problems.</p><p>The stock has tumbled 62% over the past year, but a quick check of the financial results shows a business that continues to prosper. In the third quarter, Datadog generated revenue that grew 61% year over year. At the same time, its adjusted earnings per share (EPS) surged 77%. The company also boasts both operating and free cash flow, which will sustain it during the ongoing downturn. Furthermore, Datadog&#39;s most valuable customers -- those that spend $100,000 in annual recurring revenue (ARR) climbed 44%, a sign of strength going forward.</p><p>I&#39;d be remiss if I didn&#39;t point out Datadog&#39;s large and growing opportunity. The company generated revenue of $1 billion last year, which pales in comparison to its total addressable market (TAM) that management estimates will hit $62 billion by 2026.</p><p>Of the 31 analysts who cover Datadog, 26 rate the stock as a buy or strong buy -- and not one recommends selling. Most of Wall Street&#39;s finest are pretty upbeat on the company, which has a consensus 12-month price target that&#39;s 58% higher than today&#39;s stock price.</p><p>However, <b>Bank of America</b> analyst Koji Ikeda is much more optimistic than his Wall Street peers, assigning a price target of $135 and a buy rating on the shares. He cites the company&#39;s &#34;best-in-breed portfolio of 15 products,&#34; as the reason for his enthusiasm. If his research is on the mark, the stock could surge 111% by this time next year, enriching shareholders along the way.</p><h2>There&#39;s always a need for cybersecurity</h2><p>In times of economic turmoil, sometimes all its takes is a quick check under the hood to determine if a company is in trouble or if it&#39;s merely suffering from a falling stock price. In fact, even during a downturn there are certain services that are indispensable, no matter how bad things get. One such area is that of cybersecurity. Most business managers are reluctant to try to save a few bucks and suffer the risk of hacks, system intrusions, and high-profile data breaches.</p><p>That&#39;s where <b>CrowdStrike</b> comes in. The company&#39;s next-generation endpoint security business has a simple mission: &#34;To protect our customers from breaches.&#34; CrowdStrike is well positioned to benefit from the ongoing threat, but the stock has fallen 51% from last year&#39;s high, which belies the company&#39;s impressive growth.</p><p>For its fiscal 2023 third quarter (ended Oct. 31), CrowdStrike&#39;s revenue climbed 53% year over year, fueled by subscription revenue that also grew 53%. This helped push its ARR up 54%, which illustrates the company&#39;s ongoing potential. At the same time, CrowdStrike&#39;s adjusted EPS of $0.40 surged 135%. CrowdStrike also boasts strong cash flow from operations and free cash flow, which will contribute to the durability of its business when times are tough.</p><p>Equally as exciting is the company&#39;s quickly growing TAM, which management expects to top $158 billion by 2026. Viewed in the context of its full-year fiscal 2022 revenue of $1.45 billion, the company has a long runway ahead.</p><p>Of the 38 analysts who cover CrowdStrike, 37 rate the stock as a buy or strong buy -- and not a single one recommends selling. Most analysts are pretty bullish on the company, which boasts a consensus 12-month price target that&#39;s 55% higher than its current price.</p><p>One analyst believes his Wall Street peers are underestimating CrowdStrike. Evercore ISI analyst Peter Levine has a $250 price target and an outperform (buy) rating on the shares. He cites the company&#39;s &#34;hyper-growth profile coupled with profitability&#34; as well as its &#34;best-in-class&#34; cash flow margins. If his analysis is correct, CrowdStrike stock could surge 111% over the coming 12 months.</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>2 Sensational Growth Stocks Set to Surge 92% to 111% According to Wall Street</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\">\n2 Sensational Growth Stocks Set to Surge 92% to 111% According to Wall Street\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-12-09 23:32 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2022/12/08/2-sensational-growth-stocks-set-to-surge-92-to-111/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>It's well documented that the best way to generate wealth over the long term is investing in the best stocks you can find and holding for years or even decades. That said, investing isn't necessarily ...</p>\n\n<a href=\"https://www.fool.com/investing/2022/12/08/2-sensational-growth-stocks-set-to-surge-92-to-111/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"DDOG":"Datadog","CRWD":"CrowdStrike Holdings, Inc."},"source_url":"https://www.fool.com/investing/2022/12/08/2-sensational-growth-stocks-set-to-surge-92-to-111/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2289636412","content_text":"It's well documented that the best way to generate wealth over the long term is investing in the best stocks you can find and holding for years or even decades. That said, investing isn't necessarily for the faint of heart -- and 2022 has been a great example of that simple truth. Over the preceding 12 months, the Nasdaq Composite has been battered, down 29% from its high reached late last year, falling victim to the latest bear market.That said, seasoned investors are well aware that with this economic cloud comes a silver lining: Historically speaking, good and bad stocks alike fall in tandem during a downturn. What results are some of the most compelling opportunities that many will see in their lifetimes, at least for investors with the resources and fortitude to ride out the gut-wrenching volatility.In fact, Wall Street is surprisingly optimistic about the prospects of a couple of former high-flying growth stocks. Here are two contenders set to soar 92% to 111% over the coming 12 months, according to Wall Street.A guard dog for your critical systemsThe digital transformation continues to gain steam, with more businesses adopting cloud computing than ever before. The strategic importance of keeping customer-facing systems up and running can't be overstated. Simply put, if customers can't reach you, they can't spend money. That's where Datadog comes in. The company provides a single dashboard that monitors a variety of systems, notifying developers of a problem before it reaches critical mass. The system also provides early warning by detecting anomalies that could result in future problems.The stock has tumbled 62% over the past year, but a quick check of the financial results shows a business that continues to prosper. In the third quarter, Datadog generated revenue that grew 61% year over year. At the same time, its adjusted earnings per share (EPS) surged 77%. The company also boasts both operating and free cash flow, which will sustain it during the ongoing downturn. Furthermore, Datadog's most valuable customers -- those that spend $100,000 in annual recurring revenue (ARR) climbed 44%, a sign of strength going forward.I'd be remiss if I didn't point out Datadog's large and growing opportunity. The company generated revenue of $1 billion last year, which pales in comparison to its total addressable market (TAM) that management estimates will hit $62 billion by 2026.Of the 31 analysts who cover Datadog, 26 rate the stock as a buy or strong buy -- and not one recommends selling. Most of Wall Street's finest are pretty upbeat on the company, which has a consensus 12-month price target that's 58% higher than today's stock price.However, Bank of America analyst Koji Ikeda is much more optimistic than his Wall Street peers, assigning a price target of $135 and a buy rating on the shares. He cites the company's \"best-in-breed portfolio of 15 products,\" as the reason for his enthusiasm. If his research is on the mark, the stock could surge 111% by this time next year, enriching shareholders along the way.There's always a need for cybersecurityIn times of economic turmoil, sometimes all its takes is a quick check under the hood to determine if a company is in trouble or if it's merely suffering from a falling stock price. In fact, even during a downturn there are certain services that are indispensable, no matter how bad things get. One such area is that of cybersecurity. Most business managers are reluctant to try to save a few bucks and suffer the risk of hacks, system intrusions, and high-profile data breaches.That's where CrowdStrike comes in. The company's next-generation endpoint security business has a simple mission: \"To protect our customers from breaches.\" CrowdStrike is well positioned to benefit from the ongoing threat, but the stock has fallen 51% from last year's high, which belies the company's impressive growth.For its fiscal 2023 third quarter (ended Oct. 31), CrowdStrike's revenue climbed 53% year over year, fueled by subscription revenue that also grew 53%. This helped push its ARR up 54%, which illustrates the company's ongoing potential. At the same time, CrowdStrike's adjusted EPS of $0.40 surged 135%. CrowdStrike also boasts strong cash flow from operations and free cash flow, which will contribute to the durability of its business when times are tough.Equally as exciting is the company's quickly growing TAM, which management expects to top $158 billion by 2026. Viewed in the context of its full-year fiscal 2022 revenue of $1.45 billion, the company has a long runway ahead.Of the 38 analysts who cover CrowdStrike, 37 rate the stock as a buy or strong buy -- and not a single one recommends selling. Most analysts are pretty bullish on the company, which boasts a consensus 12-month price target that's 55% higher than its current price.One analyst believes his Wall Street peers are underestimating CrowdStrike. Evercore ISI analyst Peter Levine has a $250 price target and an outperform (buy) rating on the shares. He cites the company's \"hyper-growth profile coupled with profitability\" as well as its \"best-in-class\" cash flow margins. If his analysis is correct, CrowdStrike stock could surge 111% over the coming 12 months.","news_type":1},"isVote":1,"tweetType":1,"viewCount":215,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9964921614,"gmtCreate":1670055893039,"gmtModify":1676538296695,"author":{"id":"3581665869451416","authorId":"3581665869451416","name":"Calvinq","avatar":"https://static.tigerbbs.com/3c005973d00b3597177b005554456e28","crmLevel":2,"crmLevelSwitch":0},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/GRAB\">$Grab Holdings(GRAB)$&nbsp;</a><v-v data-views=\"0\"></v-v>Above $3 will not hold","listText":"<a href=\"https://ttm.financial/S/GRAB\">$Grab Holdings(GRAB)$&nbsp;</a><v-v data-views=\"0\"></v-v>Above $3 will not hold","text":"$Grab Holdings(GRAB)$ Above $3 will not hold","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9964921614","isVote":1,"tweetType":1,"viewCount":155,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9964921919,"gmtCreate":1670055750431,"gmtModify":1676538296688,"author":{"id":"3581665869451416","authorId":"3581665869451416","name":"Calvinq","avatar":"https://static.tigerbbs.com/3c005973d00b3597177b005554456e28","crmLevel":2,"crmLevelSwitch":0},"themes":[],"htmlText":"NIO 🚀","listText":"NIO 🚀","text":"NIO 🚀","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/9964921919","repostId":"2288596195","repostType":4,"repost":{"id":"2288596195","pubTimestamp":1670024380,"share":"https://www.laohu8.com/m/news/2288596195?lang=&edition=full","pubTime":"2022-12-03 07:39","market":"us","language":"en","title":"Why Now Is NOT the Time to Buy NIO Stock","url":"https://stock-news.laohu8.com/highlight/detail?id=2288596195","media":"InvestorPlace","summary":"Nio (NIO) stock could remain under pressure to due China’s unpredictable Covid-19 policy.Despite Nio’s revenue growth, investors should observe the company’s widening earnings loss.Investors can choos","content":"<html><head></head><body><ul><li><b>Nio</b> (<b>NIO</b>) stock could remain under pressure to due China’s unpredictable Covid-19 policy.</li><li>Despite Nio’s revenue growth, investors should observe the company’s widening earnings loss.</li><li>Investors can choose to delay any purchases of NIO stock until conditions improve.</li></ul><p><img src=\"https://static.tigerbbs.com/14e2554adb7734c917635ae8dca2b6ba\" tg-width=\"768\" tg-height=\"432\" referrerpolicy=\"no-referrer\"/></p><p>Source: Michael Vi / Shutterstock.com</p><p>Given the fact that <b>Nio</b> (NYSE:<b>NIO</b>) stock is down year-to-date, eager investors may be tempted to take a long position now. However, this is actually a time to exercise caution.</p><p>For one thing, China’s on-and-off zero-Covid policies could throw a wrench into the works. Besides, Nio’s financials are less than ideal, especially when it comes to the company’s profits (or lack thereof).</p><p>As a China-based electric vehicle (EV) company, Nio has to contend with multiple challenges. There’s the prospect of having to compete in a fierce EV market. Plus, Nio must deal with a government that’s not always business-friendly.</p><p>Regardless of where you’re located, if you’re invested in Nio, the company’s problems will become your problems. There may be a time to take a stake in Nio at some point in the future, but for the time being, a watch-and-wait strategy is entirely appropriate.</p><table border=\"1\"><tbody><tr><td><b>NIO</b></td><td><b>Nio</b></td><td>$12.09</td></tr></tbody></table><h2>What’s Happening with NIO Stock?</h2><p>NIO stock started 2022 at $33, but recently declined to just $12 and change. Bear in mind, just because a stock has a lower price, doesn’t necessarily mean it’s a good value.</p><p>It’s difficult to assign a proper value to a stock when there’s an unpredictable government. On Nov. 11, a number of U.S.-listed Chinese companies’ shares rallied because Beijing seemed to be easing some of China’s Covid-19 restrictions. Yet, the hope of a near-term full reopening in China wouldn’t last long.</p><p>Fast-forward to Nov. 22, and China is reporting 28,127 new domestically transmitted Covid-19 cases. This number was close to the nation’s daily peak from April.</p><p>The next thing you know, there are reports of cultural and entertainment venues closures and restricted use of some shopping malls and restaurants. This, clearly, is a challenging macro-level environment for Nio to work in.</p><h2>Nio’s Financial Are Problematic</h2><p>Meanwhile, some folks probably celebrated Nio’s most recently reported quarterly financial results, but perhaps they shouldn’t. There’s good news in the data but also major issues.</p><p>It’s true that Nio increased its revenue 32.6% year over year during the third quarter of 2022. However, Nio also saw its gross margin shrink from 20.3% to 13.3% during that time.</p><p>Furthermore, Nio’s gross profit contracted 12.9% year over year, but that’s not even the worst part. Distressingly, Nio’s net earnings loss ballooned 392.1% year over year to the equivalent of $577.9 million in Q3 2022.</p><p>Now, we can start to see why NIO stock hasn’t regained its footing this year. Currently, there are too many holes in the bull thesis for investors to put their faith in Nio.</p><h2>What You Can Do Now</h2><p>This isn’t to suggest that Nio is a toxic business that’s about to go bankrupt. There may be an appropriate time to consider NIO stock in the future.</p><p>However, once again, let’s not confuse a low share price with a compelling value. The macro-level and company-specific conditions simply don’t favor an investment in Nio, so feel free to stay on the sidelines for now.</p></body></html>","source":"investorplace","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 Now Is NOT the Time to Buy NIO Stock</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 Now Is NOT the Time to Buy NIO Stock\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-12-03 07:39 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://investorplace.com/market360/2022/12/why-now-is-not-the-time-to-buy-nio-stock/><strong>InvestorPlace</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Nio (NIO) stock could remain under pressure to due China’s unpredictable Covid-19 policy.Despite Nio’s revenue growth, investors should observe the company’s widening earnings loss.Investors can ...</p>\n\n<a href=\"https://investorplace.com/market360/2022/12/why-now-is-not-the-time-to-buy-nio-stock/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4574":"无人驾驶","09866":"蔚来-SW","BK4505":"高瓴资本持仓","BK4581":"高盛持仓","BK4504":"桥水持仓","BK4099":"汽车制造商","BK4548":"巴美列捷福持仓","EVS.SI":"MSCI China Electric Vehicles and Future Mobility ETF-NikkoAM","LU0708995583.HKD":"TEMPLETON CHINA \"A\" (HKD) ACC","BK4532":"文艺复兴科技持仓","NIO.SI":"蔚来","BK4531":"中概回港概念","BK4534":"瑞士信贷持仓","BK4555":"新能源车","BK4509":"腾讯概念","NIO":"蔚来","BK4526":"热门中概股","LU0320764599.SGD":"FTIF - Templeton China A Acc SGD","LU0052750758.USD":"富兰克林中国基金A Acc"},"source_url":"https://investorplace.com/market360/2022/12/why-now-is-not-the-time-to-buy-nio-stock/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2288596195","content_text":"Nio (NIO) stock could remain under pressure to due China’s unpredictable Covid-19 policy.Despite Nio’s revenue growth, investors should observe the company’s widening earnings loss.Investors can choose to delay any purchases of NIO stock until conditions improve.Source: Michael Vi / Shutterstock.comGiven the fact that Nio (NYSE:NIO) stock is down year-to-date, eager investors may be tempted to take a long position now. However, this is actually a time to exercise caution.For one thing, China’s on-and-off zero-Covid policies could throw a wrench into the works. Besides, Nio’s financials are less than ideal, especially when it comes to the company’s profits (or lack thereof).As a China-based electric vehicle (EV) company, Nio has to contend with multiple challenges. There’s the prospect of having to compete in a fierce EV market. Plus, Nio must deal with a government that’s not always business-friendly.Regardless of where you’re located, if you’re invested in Nio, the company’s problems will become your problems. There may be a time to take a stake in Nio at some point in the future, but for the time being, a watch-and-wait strategy is entirely appropriate.NIONio$12.09What’s Happening with NIO Stock?NIO stock started 2022 at $33, but recently declined to just $12 and change. Bear in mind, just because a stock has a lower price, doesn’t necessarily mean it’s a good value.It’s difficult to assign a proper value to a stock when there’s an unpredictable government. On Nov. 11, a number of U.S.-listed Chinese companies’ shares rallied because Beijing seemed to be easing some of China’s Covid-19 restrictions. Yet, the hope of a near-term full reopening in China wouldn’t last long.Fast-forward to Nov. 22, and China is reporting 28,127 new domestically transmitted Covid-19 cases. This number was close to the nation’s daily peak from April.The next thing you know, there are reports of cultural and entertainment venues closures and restricted use of some shopping malls and restaurants. This, clearly, is a challenging macro-level environment for Nio to work in.Nio’s Financial Are ProblematicMeanwhile, some folks probably celebrated Nio’s most recently reported quarterly financial results, but perhaps they shouldn’t. There’s good news in the data but also major issues.It’s true that Nio increased its revenue 32.6% year over year during the third quarter of 2022. However, Nio also saw its gross margin shrink from 20.3% to 13.3% during that time.Furthermore, Nio’s gross profit contracted 12.9% year over year, but that’s not even the worst part. Distressingly, Nio’s net earnings loss ballooned 392.1% year over year to the equivalent of $577.9 million in Q3 2022.Now, we can start to see why NIO stock hasn’t regained its footing this year. Currently, there are too many holes in the bull thesis for investors to put their faith in Nio.What You Can Do NowThis isn’t to suggest that Nio is a toxic business that’s about to go bankrupt. There may be an appropriate time to consider NIO stock in the future.However, once again, let’s not confuse a low share price with a compelling value. The macro-level and company-specific conditions simply don’t favor an investment in Nio, so feel free to stay on the sidelines for now.","news_type":1},"isVote":1,"tweetType":1,"viewCount":232,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9965456257,"gmtCreate":1670007893579,"gmtModify":1676538287601,"author":{"id":"3581665869451416","authorId":"3581665869451416","name":"Calvinq","avatar":"https://static.tigerbbs.com/3c005973d00b3597177b005554456e28","crmLevel":2,"crmLevelSwitch":0},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/GRAB\">$Grab Holdings(GRAB)$&nbsp;</a><v-v data-views=\"0\"></v-v>","listText":"<a href=\"https://ttm.financial/S/GRAB\">$Grab Holdings(GRAB)$&nbsp;</a><v-v data-views=\"0\"></v-v>","text":"$Grab Holdings(GRAB)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9965456257","isVote":1,"tweetType":1,"viewCount":189,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9965456656,"gmtCreate":1670007663475,"gmtModify":1676538287600,"author":{"id":"3581665869451416","authorId":"3581665869451416","name":"Calvinq","avatar":"https://static.tigerbbs.com/3c005973d00b3597177b005554456e28","crmLevel":2,"crmLevelSwitch":0},"themes":[],"htmlText":"DIS 🚀","listText":"DIS 🚀","text":"DIS 🚀","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9965456656","repostId":"1151824972","repostType":4,"repost":{"id":"1151824972","pubTimestamp":1669994744,"share":"https://www.laohu8.com/m/news/1151824972?lang=&edition=full","pubTime":"2022-12-02 23:25","market":"us","language":"en","title":"3 Dow Stocks That Are Phenomenal End-of-Year Buys","url":"https://stock-news.laohu8.com/highlight/detail?id=1151824972","media":"Motley Fool","summary":"The Dow Jones Industrial Average contains three amazing deals hiding in plain sight for opportunistic investors.","content":"<html><head></head><body><h2>KEY POINTS</h2><ul><li>Although it&#39;s been a trying year for investors, the Dow Jones Industrial Average has significantly outperformed the other major U.S. stock indexes.</li><li>These highly profitable, time-tested Dow components are on sale and ripe for the picking.</li></ul><p>You probably don&#39;t need the reminder, but it&#39;s been a rough year for the investing community. The bond market is enduring its worst year on record, while the growth-dependent <b>Nasdaq Composite</b>, which led the broader market higher for much of the past decade, has plunged as much as 38% over the trailing year.</p><p>Yet amid this carnage, the 30-component <b>Dow Jones Industrial Average</b> has performed reasonably well. Through last week, the Dow was lower by just 5.5% year to date. That&#39;s a testament to the quality of companies that make up the Dow Jones Industrial Average.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/6f56ae3d9289ece5ee4864a24447546f\" tg-width=\"2000\" tg-height=\"1331\" referrerpolicy=\"no-referrer\"/><span>IMAGE SOURCE: GETTY IMAGES.</span></p><p>But just because the index hasn&#39;t plunged as much as the Nasdaq Composite and <b>S&amp;P 500</b> doesn&#39;t mean there aren&#39;t amazing deals hiding in plain sight. Here are three Dow stocks that make for phenomenal end-of-year buys.</p><h2><a href=\"https://laohu8.com/S/DIS\">Walt Disney</a></h2><p>The first Dow Jones Industrial Average stock that makes for a stellar end-of-year buy is media giant <b>Walt Disney</b>.</p><p>The normally sure-footed House of Mouse has been highly prone to slip-ups since the COVID-19 pandemic began. In addition to reduced attendance at its theme parks, Disney is dealing with lower movie theater attendance. The icing on the cake is that streaming service losses have come in wider than expected, at a time when investors have been more critical of bottom-line results than at any point over the past decade.</p><p>But if Walt Disney has demonstrated anything over many decades, it&#39;s that the company is resilient. This is due to a multitude of competitive advantages.</p><p>For example, few companies have the ability to engage with consumers quite like Walt Disney. Whether it&#39;s a 4-year-old visiting Disneyland for the first time or a grandparent watching a Disney movie with their grandchild, the company&#39;s products, services, and characters are designed to connect people of all ages through the use of imagination.</p><p>This leads to another key point: Walt Disney has superior pricing power. Since Disneyland opened in Southern California in 1955, the price of the cheapest admission ticket has climbed 10,300%! Comparatively, that&#39;s about 10 times the rate of inflation in the U.S. since 1955. People have shown for nearly seven decades that they&#39;re willing to pay a premium for the experience Disney can offer them, their family, and their friends.</p><p>The company&#39;s streaming segment can also become a key growth driver by mid-decade. Despite large near-term losses tied to its expansion, Disney+ has tallied more than 164 million subscribers in less than three years after its launch. According to the company, streaming services should become profitable by 2024.</p><p>Though Walt Disney&#39;s stock has taken a beating this year, it&#39;s given patient investors a dream entry point.</p><h2><a href=\"https://laohu8.com/S/INTC\">Intel</a></h2><p>The second Dow stock that represents a phenomenal end-of-year buy is semiconductor stock <b>Intel</b>.</p><p>Shares of Intel have declined by more than 50% since early 2020 because of two concerns. First, the company has been losing central processing unit (CPU) market share in personal computers (PCs), mobile, and data center servers to key rival <b>Advanced Micro Devices</b>. Secondly, Intel is a cyclical company. A weaker U.S. growth outlook, coupled with supply chain issues and historically high inflation, is generally bad news for its revenue and profit outlook.</p><p>While there&#39;s no doubt Intel is facing some very tangible near-term headwinds, the company has positioned its puzzle pieces for long-term success.</p><p>For example, Intel broke ground on two chip manufacturing plants in Ohio earlier this year. This $20 billion project, set to begin production in 2024, is designed to expand Intel&#39;s Foundry Services segment. Best of all, with President Joe Biden signing the CHIPS and Science Act into law in August, nearly $53 billion in subsidies are now available to aid with the construction of domestic chip manufacturing sites.</p><p>Pessimists have also, arguably, made a mountain out of a molehill when it comes to Intel&#39;s lost CPU market share. While no lost market share should be taken for granted, Intel is still very much in the driver&#39;s seat in PCs, mobile, and data center servers.  The cash flow being generated from these arenas is what&#39;s helping to fuel the company&#39;ssuperior dividend (5% yield), as well as its investments in higher-growth initiatives.</p><p>One of the more exciting opportunities for Intel is the growth of autonomous vehicle company <b>Mobileye Global</b>. Intel acquired Mobileye for $15.3 billion in 2017 and remains the majority shareholder following Mobileye&#39;s initial public offering in late October. Mobileye has been generating record sales, with annual run-rate revenue now up to $1.8 billion.</p><p>For long-term investors, Intel offers an exceptional risk-to-reward at its current share price.</p><h2><a href=\"https://laohu8.com/S/CRM\">Salesforce</a></h2><p>The third and final Dow stock that makes for a phenomenal end-of-year buy is cloud-based customer relationship management (CRM) software provider <b>Salesforce</b>. CRM software is used by consumer-facing businesses to improve existing client engagement and boost sales.</p><p>Like the other Dow components on this list, Salesforce stock has been bludgeoned in 2022. Shares are down 40%, which is considerably worse than the noted (5.5%) year-to-date return for the Dow Jones Industrial Average. This weakness can primarily be blamed on the U.S. economy and hawkish monetary policy. The growing likelihood of a recession, coupled with the removal of cheap capital as interest rates rise, probably means Salesforce will see a slowdown in demand for its CRM software.</p><p>Of course, Salesforce wouldn&#39;t be on this list if it didn&#39;t possess clearly identifiable competitive advantages that can sustain double-digit growth and make its patient shareholders richer over time.</p><p>The first thing to note about Salesforce is just how dominant it&#39;s become in the CRM space. Not only has the company been the No. 1 ranked global CRM software provider for the past nine years, according to IDC, but it&#39;s been steadily expanding its industry-leading market share for pretty much the entire time. It ended 2021 having accounted for 23.8% of global CRM spending. That&#39;s more than its four closest competitors on a combined basis.</p><p>To build on this point, CRM software is a sustained double-digit growth opportunity. Though service-oriented companies are the most logical customer, we&#39;re seeing increasing usage of CRM software from the industrial, financial, and healthcare sectors. Translation: Salesforce has a hearty organic growth opportunity on its plate.</p><p>On top of steady organic growth, co-founder and co-CEO Marc Benioff has helped orchestrate a number of key acquisitions. Some of the best-known deals include Tableau Software, MuleSoft, and Slack Technologies. Although these deals provide new revenue channels for the company, it&#39;s really about expanding the Salesforce service ecosystem and adding cross-selling opportunities.</p><p>With its share price taking a serious haircut, Salesforce looks like a bargain for growth-oriented investors at approximately 27 times Wall Street&#39;s forecast earnings for fiscal 2024.</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>3 Dow Stocks That Are Phenomenal End-of-Year Buys</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\">\n3 Dow Stocks That Are Phenomenal End-of-Year Buys\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-12-02 23:25 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2022/12/02/3-dow-stocks-that-are-phenomenal-end-of-year-buys/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>KEY POINTSAlthough it's been a trying year for investors, the Dow Jones Industrial Average has significantly outperformed the other major U.S. stock indexes.These highly profitable, time-tested Dow ...</p>\n\n<a href=\"https://www.fool.com/investing/2022/12/02/3-dow-stocks-that-are-phenomenal-end-of-year-buys/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"CRM":"赛富时","INTC":"英特尔","DIS":"迪士尼"},"source_url":"https://www.fool.com/investing/2022/12/02/3-dow-stocks-that-are-phenomenal-end-of-year-buys/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1151824972","content_text":"KEY POINTSAlthough it's been a trying year for investors, the Dow Jones Industrial Average has significantly outperformed the other major U.S. stock indexes.These highly profitable, time-tested Dow components are on sale and ripe for the picking.You probably don't need the reminder, but it's been a rough year for the investing community. The bond market is enduring its worst year on record, while the growth-dependent Nasdaq Composite, which led the broader market higher for much of the past decade, has plunged as much as 38% over the trailing year.Yet amid this carnage, the 30-component Dow Jones Industrial Average has performed reasonably well. Through last week, the Dow was lower by just 5.5% year to date. That's a testament to the quality of companies that make up the Dow Jones Industrial Average.IMAGE SOURCE: GETTY IMAGES.But just because the index hasn't plunged as much as the Nasdaq Composite and S&P 500 doesn't mean there aren't amazing deals hiding in plain sight. Here are three Dow stocks that make for phenomenal end-of-year buys.Walt DisneyThe first Dow Jones Industrial Average stock that makes for a stellar end-of-year buy is media giant Walt Disney.The normally sure-footed House of Mouse has been highly prone to slip-ups since the COVID-19 pandemic began. In addition to reduced attendance at its theme parks, Disney is dealing with lower movie theater attendance. The icing on the cake is that streaming service losses have come in wider than expected, at a time when investors have been more critical of bottom-line results than at any point over the past decade.But if Walt Disney has demonstrated anything over many decades, it's that the company is resilient. This is due to a multitude of competitive advantages.For example, few companies have the ability to engage with consumers quite like Walt Disney. Whether it's a 4-year-old visiting Disneyland for the first time or a grandparent watching a Disney movie with their grandchild, the company's products, services, and characters are designed to connect people of all ages through the use of imagination.This leads to another key point: Walt Disney has superior pricing power. Since Disneyland opened in Southern California in 1955, the price of the cheapest admission ticket has climbed 10,300%! Comparatively, that's about 10 times the rate of inflation in the U.S. since 1955. People have shown for nearly seven decades that they're willing to pay a premium for the experience Disney can offer them, their family, and their friends.The company's streaming segment can also become a key growth driver by mid-decade. Despite large near-term losses tied to its expansion, Disney+ has tallied more than 164 million subscribers in less than three years after its launch. According to the company, streaming services should become profitable by 2024.Though Walt Disney's stock has taken a beating this year, it's given patient investors a dream entry point.IntelThe second Dow stock that represents a phenomenal end-of-year buy is semiconductor stock Intel.Shares of Intel have declined by more than 50% since early 2020 because of two concerns. First, the company has been losing central processing unit (CPU) market share in personal computers (PCs), mobile, and data center servers to key rival Advanced Micro Devices. Secondly, Intel is a cyclical company. A weaker U.S. growth outlook, coupled with supply chain issues and historically high inflation, is generally bad news for its revenue and profit outlook.While there's no doubt Intel is facing some very tangible near-term headwinds, the company has positioned its puzzle pieces for long-term success.For example, Intel broke ground on two chip manufacturing plants in Ohio earlier this year. This $20 billion project, set to begin production in 2024, is designed to expand Intel's Foundry Services segment. Best of all, with President Joe Biden signing the CHIPS and Science Act into law in August, nearly $53 billion in subsidies are now available to aid with the construction of domestic chip manufacturing sites.Pessimists have also, arguably, made a mountain out of a molehill when it comes to Intel's lost CPU market share. While no lost market share should be taken for granted, Intel is still very much in the driver's seat in PCs, mobile, and data center servers.  The cash flow being generated from these arenas is what's helping to fuel the company'ssuperior dividend (5% yield), as well as its investments in higher-growth initiatives.One of the more exciting opportunities for Intel is the growth of autonomous vehicle company Mobileye Global. Intel acquired Mobileye for $15.3 billion in 2017 and remains the majority shareholder following Mobileye's initial public offering in late October. Mobileye has been generating record sales, with annual run-rate revenue now up to $1.8 billion.For long-term investors, Intel offers an exceptional risk-to-reward at its current share price.SalesforceThe third and final Dow stock that makes for a phenomenal end-of-year buy is cloud-based customer relationship management (CRM) software provider Salesforce. CRM software is used by consumer-facing businesses to improve existing client engagement and boost sales.Like the other Dow components on this list, Salesforce stock has been bludgeoned in 2022. Shares are down 40%, which is considerably worse than the noted (5.5%) year-to-date return for the Dow Jones Industrial Average. This weakness can primarily be blamed on the U.S. economy and hawkish monetary policy. The growing likelihood of a recession, coupled with the removal of cheap capital as interest rates rise, probably means Salesforce will see a slowdown in demand for its CRM software.Of course, Salesforce wouldn't be on this list if it didn't possess clearly identifiable competitive advantages that can sustain double-digit growth and make its patient shareholders richer over time.The first thing to note about Salesforce is just how dominant it's become in the CRM space. Not only has the company been the No. 1 ranked global CRM software provider for the past nine years, according to IDC, but it's been steadily expanding its industry-leading market share for pretty much the entire time. It ended 2021 having accounted for 23.8% of global CRM spending. That's more than its four closest competitors on a combined basis.To build on this point, CRM software is a sustained double-digit growth opportunity. Though service-oriented companies are the most logical customer, we're seeing increasing usage of CRM software from the industrial, financial, and healthcare sectors. Translation: Salesforce has a hearty organic growth opportunity on its plate.On top of steady organic growth, co-founder and co-CEO Marc Benioff has helped orchestrate a number of key acquisitions. Some of the best-known deals include Tableau Software, MuleSoft, and Slack Technologies. Although these deals provide new revenue channels for the company, it's really about expanding the Salesforce service ecosystem and adding cross-selling opportunities.With its share price taking a serious haircut, Salesforce looks like a bargain for growth-oriented investors at approximately 27 times Wall Street's forecast earnings for fiscal 2024.","news_type":1},"isVote":1,"tweetType":1,"viewCount":100,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9962195094,"gmtCreate":1669732691319,"gmtModify":1676538231976,"author":{"id":"3581665869451416","authorId":"3581665869451416","name":"Calvinq","avatar":"https://static.tigerbbs.com/3c005973d00b3597177b005554456e28","crmLevel":2,"crmLevelSwitch":0},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/GRAB\">$Grab Holdings(GRAB)$&nbsp;</a><v-v data-views=\"0\"></v-v>","listText":"<a href=\"https://ttm.financial/S/GRAB\">$Grab Holdings(GRAB)$&nbsp;</a><v-v data-views=\"0\"></v-v>","text":"$Grab Holdings(GRAB)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9962195094","isVote":1,"tweetType":1,"viewCount":83,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9962196716,"gmtCreate":1669732629235,"gmtModify":1676538231939,"author":{"id":"3581665869451416","authorId":"3581665869451416","name":"Calvinq","avatar":"https://static.tigerbbs.com/3c005973d00b3597177b005554456e28","crmLevel":2,"crmLevelSwitch":0},"themes":[],"htmlText":"NIO 🚀","listText":"NIO 🚀","text":"NIO 🚀","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9962196716","repostId":"1111769203","repostType":4,"repost":{"id":"1111769203","weMediaInfo":{"introduction":"Providing stock market headlines, business news, financials and earnings ","home_visible":1,"media_name":"Tiger Newspress","id":"1079075236","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1669732417,"share":"https://www.laohu8.com/m/news/1111769203?lang=&edition=full","pubTime":"2022-11-29 22:33","market":"us","language":"en","title":"Hot Chinese ADRs Rallied in Morning Trading","url":"https://stock-news.laohu8.com/highlight/detail?id=1111769203","media":"Tiger Newspress","summary":"Hot Chinese ADRs rallied in morning trading.Bilibili rose over 18%; JD.com rose over 7%; Alibaba, Ba","content":"<html><head></head><body><p>Hot Chinese ADRs rallied in morning trading.</p><p>Bilibili rose over 18%; JD.com rose over 7%; Alibaba, Baidu rose over 5%.</p><p><img src=\"https://static.tigerbbs.com/20c0b02f65f80c0349b679278d940937\" tg-width=\"445\" tg-height=\"704\" width=\"100%\" height=\"auto\"/></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>Hot Chinese ADRs Rallied in Morning Trading</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\">\nHot Chinese ADRs Rallied in Morning Trading\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time\">2022-11-29 22:33</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Hot Chinese ADRs rallied in morning trading.</p><p>Bilibili rose over 18%; JD.com rose over 7%; Alibaba, Baidu rose over 5%.</p><p><img src=\"https://static.tigerbbs.com/20c0b02f65f80c0349b679278d940937\" tg-width=\"445\" tg-height=\"704\" width=\"100%\" height=\"auto\"/></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BILI":"哔哩哔哩","LI":"理想汽车","BABA":"阿里巴巴","JD":"京东"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1111769203","content_text":"Hot Chinese ADRs rallied in morning trading.Bilibili rose over 18%; JD.com rose over 7%; Alibaba, Baidu rose over 5%.","news_type":1},"isVote":1,"tweetType":1,"viewCount":203,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9961126639,"gmtCreate":1668900460121,"gmtModify":1676538124583,"author":{"id":"3581665869451416","authorId":"3581665869451416","name":"Calvinq","avatar":"https://static.tigerbbs.com/3c005973d00b3597177b005554456e28","crmLevel":2,"crmLevelSwitch":0},"themes":[],"htmlText":"SEA 🚀","listText":"SEA 🚀","text":"SEA 🚀","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":9,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9961126639","repostId":"1143890380","repostType":4,"repost":{"id":"1143890380","pubTimestamp":1668822759,"share":"https://www.laohu8.com/m/news/1143890380?lang=&edition=full","pubTime":"2022-11-19 09:52","market":"us","language":"en","title":"Sea Limited: Profitability May Be Around The Corner","url":"https://stock-news.laohu8.com/highlight/detail?id=1143890380","media":"Seeking Alpha","summary":"SummaryFurther uncertainty for Sea Limited's Garena as its QAU did not stabilize as expected. New ga","content":"<html><head></head><body><h3>Summary</h3><ul><li>Further uncertainty for Sea Limited&#39;s Garena as its QAU did not stabilize as expected. New games were launched in recent months.</li><li>Shopee’s race to profitability has accelerated as shown in the material improvements in unit economics, and they are expected to be profitable by FY23.</li><li>SeaBank&#39;s credit business is growing strongly and its overall credit business is profitable and cash flow positive. Its revenue now makes up 10.4% of its overall revenue.</li><li>Execution has been on point in attaining profitability although that resulted in declining growth in FY22. Management believes growth can reaccelerate once it achieves profitability.</li><li>Sea Limited has sufficient cash reserves to pay off the convertible notes.</li></ul><h3>Investment Thesis</h3><p><a href=\"https://laohu8.com/S/SE\">Sea Limited</a> has come under much scrutiny in the past 2 years as the shift in focus from growth to profitability and macro headwinds have led to a massive growth decline across itsShopee and Garena units. While this is unfortunate, management has executed brilliantly so far to turn the company into an increasingly self-sufficient business in the near term.</p><p>In this article, I attempt to dive deeper into itsQ3 2022 resultand provide an overall analysis of the earnings. Although I’d like to highlight that the management has explicitly stated that growth can reaccelerate after attaining profitability and that they have a sufficient cash reserve to pay off the convertible notes sitting on the balance sheet.</p><h3>Garena<img src=\"https://static.tigerbbs.com/ab8fe0ed7909a98b7fdf0b930bc362df\" tg-width=\"1200\" tg-height=\"742\" referrerpolicy=\"no-referrer\"/></h3><p>SE 10-Q</p><p><img src=\"https://static.tigerbbs.com/8386bb1c95c3d5300e1fe0f371528199\" tg-width=\"1200\" tg-height=\"742\" referrerpolicy=\"no-referrer\"/></p><p>SE 10-Q</p><p>Garena’s QAU and QPU continued to decline sequentially, as the management’s anticipation of its user base stabilizing did not materialize. The macro headwinds continue to be a headache, and it seems that there is more uncertainty lying ahead for Garena Free Fire. The key forward is to focus on launching new games, with games such asPrimitive EraandBlack Clover Mobilelaunching recently. While this indicates that management is working hard to reaccelerate Garena’s growth, it is important to recognize that the success of games is not guaranteed, and this is the bigger uncertainty for the business. As a result, this caused its adjusted EBITDA margin to further decline to 32.5% during the quarter.</p><p>Additionally, management states that the expiry of the agreement with Riot Games will have no impact on Garena’s publishing business, and Garena is seeking other top-game developers for their publishing business.</p><p>Shopee<img src=\"https://static.tigerbbs.com/79b7f33be279fa015f52addd35b55d96\" tg-width=\"1200\" tg-height=\"742\" referrerpolicy=\"no-referrer\"/>SE 10-Q<img src=\"https://static.tigerbbs.com/6aaff49a0ba8c901eadda2b7cf01a391\" tg-width=\"1200\" tg-height=\"742\" referrerpolicy=\"no-referrer\"/>SE 10-Q</p><p>Shopee’s GMV grew 14% Y/Y and the number of orders grew 18% Y/Y, a continuous decline in the past couple of quarters. This is a result of management pulling back on its sales and marketing (“S&amp;M”) expenses, exiting multiple markets, cutting costs aggressively (such as hiring), and lastly, the lower consumer discretionary spending. This is in contrast to Lazada (NYSE: BABA), as the number oforders declined Y/Yand they are also prioritizing profitability through increased monetization.</p><p>While this does show that consumers continue to spend on Shopee in SEA, its GMV and number of orders are partially contributed by Shopee Brazil. In a tough macro environment, Shopee experienced a 36% Y/Y growth in the number of brands on the platform, indicating that Shopee is an increasingly important partner in growing its online revenue.<img src=\"https://static.tigerbbs.com/7e09e1e030c482f41afaf8695896f9ec\" tg-width=\"1200\" tg-height=\"742\" referrerpolicy=\"no-referrer\"/>SE 10-Q</p><p>The more important portion is Shopee’s improvement in profitability. Its overall adjusted EBITDA loss per order continues to improve by 23.5% sequentially, and more specifically, Shopee Brazil’s loss per order improved by 27.5% sequentially during the quarter as compared to 6.6% in the last quarter. Moreover, Shopee is expected to attain profitability by FY23 instead of FY25 as previously guided by the management. This goes to show that the management has made great strides in pursuing profitability, which is impressive in my view. Once it attained self-sufficiency, growth can reaccelerate, although, the management is expecting flat or negative growth in certain metrics in the near term.</p><h3>SeaBank</h3><p><i>Note that I will be using “SeaBank” and “SeaMoney” interchangeably.</i></p><p><img src=\"https://static.tigerbbs.com/0f0cb77d6ac22f50a1208eaf075db51c\" tg-width=\"1200\" tg-height=\"742\" referrerpolicy=\"no-referrer\"/></p><p>SE 10-Q</p><p>SeaMoney’s loan receivables grew 46% from 4Q21 and 110% from 3Q21 to $2.2 billion. These are loans provided to customers whereby SeaMoney generates revenue by charging interest rates, and it has been growing quickly. In myprevious article, I showed that in Sep 2022, SeaBank Indonesia grew its loans and customer deposits by 111% Y/Y and 147% Y/Y, respectively, and the launch of ShopeePay in Brazil. During the earnings call, management stated that the credit business is profitable and cash flow positive, and it will be focusing on growing this business in Southeast Asia (“SEA”) and Brazil.</p><p>Additionally, they have also said to diversify their source of funding for the credit business, which I believe is to seek third-party financing partners to reduce the capital required for the business and at the same time, reduce credit risk. Similar to Bank Jago (IDX: ARTO), SeaBank may utilize the data of its partners to help improve the non-performing loans and scale its lending. Readers who are unaware of SeaBank’s business model can head to mydeep diveinto the company.</p><p><img src=\"https://static.tigerbbs.com/2de194897c03f180f99a0dd2b75bf2d0\" tg-width=\"1200\" tg-height=\"742\" referrerpolicy=\"no-referrer\"/></p><p>SE 10-Q</p><p><img src=\"https://static.tigerbbs.com/5932cc09aca0134084217800afb30399\" tg-width=\"1200\" tg-height=\"742\" referrerpolicy=\"no-referrer\"/></p><p>SE 10-Q</p><p><img src=\"https://static.tigerbbs.com/6205c82c79c753720862ed8385dd0e2a\" tg-width=\"1200\" tg-height=\"742\" referrerpolicy=\"no-referrer\"/></p><p>SE 10-Q</p><p>As a result of its growing deposits and loan books, its Q3 2022 revenue grew 147% Y/Y, and it has been increasingly making up a bigger portion of its overall revenue at 10.4% this quarter. Management had also been deliberate in cutting down on S&amp;M expenses and combined with its acceleration revenue growth, its adjusted EBITDA margin has improved massively to -20.7% during the quarter. This is compared to -40% in 2Q22 and -120.3% a year ago.</p><h3>Sufficient Cash Reserves To Pay off Convertible Notes<img src=\"https://static.tigerbbs.com/4ff585449530fce4084e7d1447e077b4\" tg-width=\"1280\" tg-height=\"798\" referrerpolicy=\"no-referrer\"/></h3><p>SE 10-Q</p><p>One of the biggest concerns about Sea Limited for investors is the cash burn rate, as they fear that the company does not have enough sufficient cash reserves to pay off convertible notes maturing in 2026. However, not only did the cash outflow slow in Q3 2022, but the management has also hinted that there are sufficient cash reserves to pay off the convertible notes:</p><blockquote>“We aim to continue to maintain a net cash position, after budgeting for the full retirement in cash of outstanding convertible bonds and assuming no external funding.”</blockquote><h3>Conclusion</h3><p>Overall, this was a pretty decent quarter for Sea Limited, as we could see that they had made huge improvements on the road to profitability, particularly for Shopee. While that comes at a growth trade-off, management has indicated that Shopee can reaccelerate its growth after attaining profitability in FY23, which is pulled forward from FY25 as guided previously.</p><p>Garena&#39;s results continue to be a concern as macro seems to have a longer-than-expected impact on its user base and its profitability as a result has been trending downwards over the past couple of quarters. Management has been working hard on its gaming pipelines, although the uncertainty lies in the successes of these new games and whether they could reaccelerate their growth in the future.</p><p>SeaBank has been growing its top line really quickly and huge improvements were made on the bottom line as well. Furthermore, the overall credit business is profitable and is generating positive cash flow, and has been increasingly making up a larger proportion of its total revenue. I continue to believe that this can be a potential growth driver for Sea Limited.</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>Sea Limited: Profitability May Be Around The Corner</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\">\nSea Limited: Profitability May Be Around The Corner\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-11-19 09:52 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4559176-sea-limited-profitability-may-be-around-the-corner><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryFurther uncertainty for Sea Limited's Garena as its QAU did not stabilize as expected. New games were launched in recent months.Shopee’s race to profitability has accelerated as shown in the ...</p>\n\n<a href=\"https://seekingalpha.com/article/4559176-sea-limited-profitability-may-be-around-the-corner\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"SE":"Sea Ltd"},"source_url":"https://seekingalpha.com/article/4559176-sea-limited-profitability-may-be-around-the-corner","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1143890380","content_text":"SummaryFurther uncertainty for Sea Limited's Garena as its QAU did not stabilize as expected. New games were launched in recent months.Shopee’s race to profitability has accelerated as shown in the material improvements in unit economics, and they are expected to be profitable by FY23.SeaBank's credit business is growing strongly and its overall credit business is profitable and cash flow positive. Its revenue now makes up 10.4% of its overall revenue.Execution has been on point in attaining profitability although that resulted in declining growth in FY22. Management believes growth can reaccelerate once it achieves profitability.Sea Limited has sufficient cash reserves to pay off the convertible notes.Investment ThesisSea Limited has come under much scrutiny in the past 2 years as the shift in focus from growth to profitability and macro headwinds have led to a massive growth decline across itsShopee and Garena units. While this is unfortunate, management has executed brilliantly so far to turn the company into an increasingly self-sufficient business in the near term.In this article, I attempt to dive deeper into itsQ3 2022 resultand provide an overall analysis of the earnings. Although I’d like to highlight that the management has explicitly stated that growth can reaccelerate after attaining profitability and that they have a sufficient cash reserve to pay off the convertible notes sitting on the balance sheet.GarenaSE 10-QSE 10-QGarena’s QAU and QPU continued to decline sequentially, as the management’s anticipation of its user base stabilizing did not materialize. The macro headwinds continue to be a headache, and it seems that there is more uncertainty lying ahead for Garena Free Fire. The key forward is to focus on launching new games, with games such asPrimitive EraandBlack Clover Mobilelaunching recently. While this indicates that management is working hard to reaccelerate Garena’s growth, it is important to recognize that the success of games is not guaranteed, and this is the bigger uncertainty for the business. As a result, this caused its adjusted EBITDA margin to further decline to 32.5% during the quarter.Additionally, management states that the expiry of the agreement with Riot Games will have no impact on Garena’s publishing business, and Garena is seeking other top-game developers for their publishing business.ShopeeSE 10-QSE 10-QShopee’s GMV grew 14% Y/Y and the number of orders grew 18% Y/Y, a continuous decline in the past couple of quarters. This is a result of management pulling back on its sales and marketing (“S&M”) expenses, exiting multiple markets, cutting costs aggressively (such as hiring), and lastly, the lower consumer discretionary spending. This is in contrast to Lazada (NYSE: BABA), as the number oforders declined Y/Yand they are also prioritizing profitability through increased monetization.While this does show that consumers continue to spend on Shopee in SEA, its GMV and number of orders are partially contributed by Shopee Brazil. In a tough macro environment, Shopee experienced a 36% Y/Y growth in the number of brands on the platform, indicating that Shopee is an increasingly important partner in growing its online revenue.SE 10-QThe more important portion is Shopee’s improvement in profitability. Its overall adjusted EBITDA loss per order continues to improve by 23.5% sequentially, and more specifically, Shopee Brazil’s loss per order improved by 27.5% sequentially during the quarter as compared to 6.6% in the last quarter. Moreover, Shopee is expected to attain profitability by FY23 instead of FY25 as previously guided by the management. This goes to show that the management has made great strides in pursuing profitability, which is impressive in my view. Once it attained self-sufficiency, growth can reaccelerate, although, the management is expecting flat or negative growth in certain metrics in the near term.SeaBankNote that I will be using “SeaBank” and “SeaMoney” interchangeably.SE 10-QSeaMoney’s loan receivables grew 46% from 4Q21 and 110% from 3Q21 to $2.2 billion. These are loans provided to customers whereby SeaMoney generates revenue by charging interest rates, and it has been growing quickly. In myprevious article, I showed that in Sep 2022, SeaBank Indonesia grew its loans and customer deposits by 111% Y/Y and 147% Y/Y, respectively, and the launch of ShopeePay in Brazil. During the earnings call, management stated that the credit business is profitable and cash flow positive, and it will be focusing on growing this business in Southeast Asia (“SEA”) and Brazil.Additionally, they have also said to diversify their source of funding for the credit business, which I believe is to seek third-party financing partners to reduce the capital required for the business and at the same time, reduce credit risk. Similar to Bank Jago (IDX: ARTO), SeaBank may utilize the data of its partners to help improve the non-performing loans and scale its lending. Readers who are unaware of SeaBank’s business model can head to mydeep diveinto the company.SE 10-QSE 10-QSE 10-QAs a result of its growing deposits and loan books, its Q3 2022 revenue grew 147% Y/Y, and it has been increasingly making up a bigger portion of its overall revenue at 10.4% this quarter. Management had also been deliberate in cutting down on S&M expenses and combined with its acceleration revenue growth, its adjusted EBITDA margin has improved massively to -20.7% during the quarter. This is compared to -40% in 2Q22 and -120.3% a year ago.Sufficient Cash Reserves To Pay off Convertible NotesSE 10-QOne of the biggest concerns about Sea Limited for investors is the cash burn rate, as they fear that the company does not have enough sufficient cash reserves to pay off convertible notes maturing in 2026. However, not only did the cash outflow slow in Q3 2022, but the management has also hinted that there are sufficient cash reserves to pay off the convertible notes:“We aim to continue to maintain a net cash position, after budgeting for the full retirement in cash of outstanding convertible bonds and assuming no external funding.”ConclusionOverall, this was a pretty decent quarter for Sea Limited, as we could see that they had made huge improvements on the road to profitability, particularly for Shopee. While that comes at a growth trade-off, management has indicated that Shopee can reaccelerate its growth after attaining profitability in FY23, which is pulled forward from FY25 as guided previously.Garena's results continue to be a concern as macro seems to have a longer-than-expected impact on its user base and its profitability as a result has been trending downwards over the past couple of quarters. Management has been working hard on its gaming pipelines, although the uncertainty lies in the successes of these new games and whether they could reaccelerate their growth in the future.SeaBank has been growing its top line really quickly and huge improvements were made on the bottom line as well. Furthermore, the overall credit business is profitable and is generating positive cash flow, and has been increasingly making up a larger proportion of its total revenue. I continue to believe that this can be a potential growth driver for Sea Limited.","news_type":1},"isVote":1,"tweetType":1,"viewCount":127,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9961126975,"gmtCreate":1668900422698,"gmtModify":1676538124572,"author":{"id":"3581665869451416","authorId":"3581665869451416","name":"Calvinq","avatar":"https://static.tigerbbs.com/3c005973d00b3597177b005554456e28","crmLevel":2,"crmLevelSwitch":0},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/GRAB\">$Grab Holdings(GRAB)$&nbsp;</a><v-v data-views=\"0\"></v-v>Anything above $3 will come down","listText":"<a href=\"https://ttm.financial/S/GRAB\">$Grab Holdings(GRAB)$&nbsp;</a><v-v data-views=\"0\"></v-v>Anything above $3 will come down","text":"$Grab Holdings(GRAB)$ Anything above $3 will come down","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/9961126975","isVote":1,"tweetType":1,"viewCount":178,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"hots":[],"lives":[]}