Ahsiang personal page - To The Moon

Ahsiang

Ahsiang

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08-10

Nice

04-27

Great article, would you like to share it?

@mster:I closed 1 lot(s) $TSLA 20240503 135.0 PUT$ ,This Put was a 3 weeks contract, closing it and locking in almost 95% profit with 1 more week to go, this shall free up some leverages for better opportunities.

04-27

Great article, would you like to share it?

@Alex Tan:I closed 1 lot(s) $SQQQ 20240503 11.5 CALL$ ,taking a loss, suddenly I feel like I shouldn't speculate

04-27

Great article, would you like to share it?

@TigerClub:[Trade Feed] @Optionspuppy: Generating $500~1K Monthly Income through Premiums & Dividends

01-16

$XIAOMI-W(01810)$

2023-12-13

2023-07-21

Sure anot

Sorry, the original content has been removed

2023-06-15

Sure anot

2 Growth Stocks That Can Turn $100,000 Into $1 Million by 2035

2023-05-12

Sure anot

Is Apple The Future Of Finance?

2023-05-09

Sure anot

Yellen Is Calling CEOs Personally to Warn on US Debt Ceiling, Sources Say

2023-05-06

Sure anot

Dow Has Best Day Since Jan. 6 After Apple Rally, Jobs Data

2023-05-04

Sure anot

2 Stocks That Could Turn $250,000 Into $1 Million by Your Retirement

2023-02-24

Sure anot

Sorry, the original content has been removed

2023-01-15

Omg

Reminder: U.S. Market is Closed for Martin Luther King Day on Monday, Jan.16, 2023

2023-01-13

Gogogo

Wall St Ends up As Data Suggests Inflation May Be on Downward Trend

2023-01-11

Pwr

Tesla Stock: Go Fishing Below $100?

2023-01-10

Sure anot

2 Breakout Growth Stocks You Can Buy and Hold for the Next Decade

2023-01-09

Pwrrrrrrrrrrrrrr

Sorry, the original content has been removed

2023-01-08

Pwrrrrrrrrrrrrrr

Earnings Season Will Test the Market’s Great Start

2023-01-07

Gogogo

Is Now the Time to Go All-In on Tesla Stock?

Go to Tiger App to see more news

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article, would you like to share it?","listText":"Great article, would you like to share it?","text":"Great article, would you like to share it?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/299648538783832","repostId":"299563906486504","repostType":1,"repost":{"id":299563906486504,"gmtCreate":1714155228873,"gmtModify":1720513865624,"author":{"id":"4102815868703010","authorId":"4102815868703010","name":"mster","avatar":"https://community-static.tradeup.com/news/81a8fe18bd419696551df5320d8db477","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4102815868703010","authorIdStr":"4102815868703010"},"themes":[],"htmlText":"I closed 1 lot(s) <a href=\"https://ttm.financial/OPT/TSLA 20240503 135.0 PUT\">$TSLA 20240503 135.0 PUT$&nbsp;</a> ,This Put was a 3 weeks contract, closing it and locking in almost 95% profit with 1 more week to go, this shall free up some leverages for better 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opportunities.","images":[],"top":1,"highlighted":2,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/299563906486504","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":389,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":299648474959896,"gmtCreate":1714175784875,"gmtModify":1714175786871,"author":{"id":"3582617881962608","authorId":"3582617881962608","name":"Ahsiang","avatar":"https://static.tigerbbs.com/310f96e7696af85ae33ece774a483d15","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582617881962608","authorIdStr":"3582617881962608"},"themes":[],"htmlText":"Great article, would you like to share it?","listText":"Great article, would you like to share it?","text":"Great article, would you like to share it?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/299648474959896","repostId":"299565549326568","repostType":1,"repost":{"id":299565549326568,"gmtCreate":1714155629957,"gmtModify":1730906214303,"author":{"id":"4114144409049932","authorId":"4114144409049932","name":"Alex Tan","avatar":"https://community-static.tradeup.com/news/33a0c4738f025551d4703d6ec827d813","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4114144409049932","authorIdStr":"4114144409049932"},"themes":[],"htmlText":"I closed 1 lot(s) <a href=\"https://ttm.financial/OPT/SQQQ 20240503 11.5 CALL\">$SQQQ 20240503 11.5 CALL$&nbsp;</a> ,taking a loss, suddenly I feel like I shouldn't speculate","listText":"I closed 1 lot(s) <a href=\"https://ttm.financial/OPT/SQQQ 20240503 11.5 CALL\">$SQQQ 20240503 11.5 CALL$&nbsp;</a> ,taking a loss, suddenly I feel like I shouldn't speculate","text":"I closed 1 lot(s) $SQQQ 20240503 11.5 CALL$ ,taking a loss, suddenly I feel like I shouldn't speculate","images":[],"top":1,"highlighted":2,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/299565549326568","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":235,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":299648284893272,"gmtCreate":1714175739535,"gmtModify":1714175741612,"author":{"id":"3582617881962608","authorId":"3582617881962608","name":"Ahsiang","avatar":"https://static.tigerbbs.com/310f96e7696af85ae33ece774a483d15","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582617881962608","authorIdStr":"3582617881962608"},"themes":[],"htmlText":"Great article, would you like to share it?","listText":"Great article, would you like to share it?","text":"Great article, would you like to share it?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/299648284893272","repostId":"299426115092480","repostType":1,"repost":{"id":299426115092480,"gmtCreate":1714107835444,"gmtModify":1714114802174,"author":{"id":"3527667671414981","authorId":"3527667671414981","name":"TigerClub","avatar":"https://static.tigerbbs.com/c0f6fba0673df1de1c5c31bb2b4f6d4e","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3527667671414981","authorIdStr":"3527667671414981"},"themes":[],"title":"[Trade Feed] @Optionspuppy: Generating $500~1K Monthly Income through Premiums & Dividends","htmlText":"<a href=\"https://ttm.financial/U/4089501973615070\">@Optionspuppy</a> has long been a Star Contributor in the Tiger Community, consistently providing valuable content. In trading, he primarily focuses on <a href=\"https://ttm.financial/S/QQQM\">$Invesco NASDAQ 100 ETF(QQQM)$</a> , <a href=\"https://ttm.financial/S/PLTR\">$Palantir Technologies Inc.(PLTR)$</a> , <a href=\"https://ttm.financial/S/MFC\">$Manulife(MFC)$</a> , <a href=\"https://ttm.financial/S/GOOG\">$Alphabet(GOOG)$</a> , and <a href=\"https://ttm.financial/S/AAPL\">$Apple(AAPL)$</a> , and often utilizes the strangle option strategy for dividend stocks to generate income.He exercises caution in position management by keeping half of his available cash in Tiger vault to safeguard against market crashes. Currently, he has achieved a year-t","listText":"<a href=\"https://ttm.financial/U/4089501973615070\">@Optionspuppy</a> has long been a Star Contributor in the Tiger Community, consistently providing valuable content. In trading, he primarily focuses on <a href=\"https://ttm.financial/S/QQQM\">$Invesco NASDAQ 100 ETF(QQQM)$</a> , <a href=\"https://ttm.financial/S/PLTR\">$Palantir Technologies Inc.(PLTR)$</a> , <a href=\"https://ttm.financial/S/MFC\">$Manulife(MFC)$</a> , <a href=\"https://ttm.financial/S/GOOG\">$Alphabet(GOOG)$</a> , and <a href=\"https://ttm.financial/S/AAPL\">$Apple(AAPL)$</a> , and often utilizes the strangle option strategy for dividend stocks to generate income.He exercises caution in position management by keeping half of his available cash in Tiger vault to safeguard against market crashes. Currently, he has achieved a year-t","text":"@Optionspuppy has long been a Star Contributor in the Tiger Community, consistently providing valuable content. In trading, he primarily focuses on $Invesco NASDAQ 100 ETF(QQQM)$ , $Palantir Technologies Inc.(PLTR)$ , $Manulife(MFC)$ , $Alphabet(GOOG)$ , and $Apple(AAPL)$ , and often utilizes the strangle option strategy for dividend stocks to generate income.He exercises caution in position management by keeping half of his available cash in Tiger vault to safeguard against market crashes. Currently, he has achieved a year-t","images":[{"img":"https://community-static.tradeup.com/news/8040b9cc7850ea745c3a2b2ad8ce5c0f","width":"1080","height":"1080"},{"img":"https://community-static.tradeup.com/news/b76a921f0e6ac025eda3f5c79a6be33c","width":"794","height":"1280"},{"img":"https://community-static.tradeup.com/news/3e5a73ebf27b97bab8fcf17cf094ac6f","width":"854","height":"1280"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/299426115092480","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":5,"langContent":"EN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":250,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":263668429484112,"gmtCreate":1705376018050,"gmtModify":1705376021296,"author":{"id":"3582617881962608","authorId":"3582617881962608","name":"Ahsiang","avatar":"https://static.tigerbbs.com/310f96e7696af85ae33ece774a483d15","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582617881962608","authorIdStr":"3582617881962608"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/01810\">$XIAOMI-W(01810)$&nbsp;</a>&nbsp;","listText":"<a href=\"https://ttm.financial/S/01810\">$XIAOMI-W(01810)$&nbsp;</a>&nbsp;","text":"$XIAOMI-W(01810)$","images":[{"img":"https://community-static.tradeup.com/news/43c05a17a6ca8316a121f3ed448659ce","width":"1092","height":"1717"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/263668429484112","isVote":1,"tweetType":1,"viewCount":435,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":251496385331432,"gmtCreate":1702437842834,"gmtModify":1702445748767,"author":{"id":"3582617881962608","authorId":"3582617881962608","name":"Ahsiang","avatar":"https://static.tigerbbs.com/310f96e7696af85ae33ece774a483d15","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582617881962608","authorIdStr":"3582617881962608"},"themes":[],"htmlText":"","listText":"","text":"","images":[{"img":"https://community-static.tradeup.com/news/fd915bf12b9595a2e8958051efcd72b2","width":"1092","height":"1657"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/251496385331432","isVote":1,"tweetType":1,"viewCount":362,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":200225604800760,"gmtCreate":1689917593384,"gmtModify":1689917597933,"author":{"id":"3582617881962608","authorId":"3582617881962608","name":"Ahsiang","avatar":"https://static.tigerbbs.com/310f96e7696af85ae33ece774a483d15","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582617881962608","authorIdStr":"3582617881962608"},"themes":[],"htmlText":"Sure anot","listText":"Sure anot","text":"Sure anot","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/200225604800760","repostId":"2353078535","repostType":2,"isVote":1,"tweetType":1,"viewCount":551,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":187481864294552,"gmtCreate":1686799796907,"gmtModify":1686799801241,"author":{"id":"3582617881962608","authorId":"3582617881962608","name":"Ahsiang","avatar":"https://static.tigerbbs.com/310f96e7696af85ae33ece774a483d15","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582617881962608","authorIdStr":"3582617881962608"},"themes":[],"htmlText":"Sure anot","listText":"Sure anot","text":"Sure anot","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/187481864294552","repostId":"2343160955","repostType":2,"repost":{"id":"2343160955","pubTimestamp":1686787285,"share":"https://ttm.financial/m/news/2343160955?lang=&edition=fundamental","pubTime":"2023-06-15 08:01","market":"us","language":"en","title":"2 Growth Stocks That Can Turn $100,000 Into $1 Million by 2035","url":"https://stock-news.laohu8.com/highlight/detail?id=2343160955","media":"Motley Fool","summary":"The possible reemergence of a bull market may make now a good time to look for such stocks.","content":"<html><head></head><body><p>Growth investors usually hope to find stocks that can rise tenfold after they purchase shares. Indeed, some of the most prominent names in tech increased much more than that as they came to lead emerging industries. That&#39;s one way to become a millionaire.</p><p>However, it&#39;s crucial to remember that such substantial returns are not guaranteed and rely heavily on market conditions, company performance, and a multitude of other factors.</p><p>Moreover, the bull market of 2020 and 2021 took some stocks to stratospheric levels, but the 2022 bear market wiped out nearly all of their gains. Now, with the stock price growth in recent months, stocks like <strong>Roku</strong> and <strong><a href=\"https://laohu8.com/S/PATH\">UiPath</a></strong> could potentially make such gains by 2035. Here&#39;s how.</p><h2>Roku</h2><p>Roku trades at approximately $70 per share as of this writing. At this point, a tenfold run would take it to $700 per share, well above its all-time high of almost $491 per share in mid-2021. It is also above the expected mid-range price target set by Cathie Wood&#39;s Ark Invest, which holds a 5.5% weighting on Roku among Ark funds.</p><p>Wood&#39;s team predicted it would reach $605 per share in 2026. Moreover, that is merely the expected price, and the study speculated the price could move as high as $1,493 per share.</p><p>Why might Roku surge so high? The main reason is its potential for video advertising. Roku has prospered by bringing content providers, audiences, and advertisers together. It has also benefited as more programming leaves traditional TV in favor of streaming.</p><p>Admittedly, Wood&#39;s team also outlined a bear case for only $100 per share. And it faces intense competition from heavyweight rivals, including Samsung, <strong>Alphabet</strong>, and <strong>Amazon</strong>. This is especially true outside North America, where competitors hold the first-mover advantage. Also, revenue growth has nearly come to a stop, as it grew by only 1% year over year in the first quarter of 2023.</p><p>However, amid slow growth, Roku increased the number of active accounts by 17% to more than 72 million during Q1. Also, streaming hours exceeded 25 billion, 20% more than last year.</p><p>Finally, despite recent gains, its price-to-sales (P/S) ratio is 3, a relatively modest valuation that could entice new buyers. If Roku can combine that customer growth with an improving ad market, that $700 price target looks more plausible than one might assume.</p><h2>UiPath</h2><p>Admittedly, Cathie Wood&#39;s team did not make the bold prediction on UiPath that it made on Roku. Nonetheless, it is the second-largest holding across Ark funds, making up 6% of all combined holdings for the Cathie Wood investment.</p><p>Wood&#39;s team has likely made such an investment since it holds tremendous potential in robotic process automation (RPA). Rather than merely performing repetitive tasks, its RPA offers an end-to-end approach that accomplishes such tasks by leveraging robotics and software into one ecosystem.</p><p>UiPath holds an additional competitive advantage thanks to its community. Since the community develops and shares applications within UiPath&#39;s ecosystem, a competing product would likely struggle to gain an equal following.</p><p>Amid that rising popularity, the company launched its initial public offering in mid-2021. But after peaking at $90 per share, it lost almost 90% of its value. It has since recovered to around $18 per share. This means a recovery to the all-time high would take it halfway to a potential tenfold gain.</p><p>There is a viable path to making such gains. The company predicts a revenue increase of at least 20% for fiscal 2024 (ending January 2024). Also, analysts forecast an average of 32% earnings growth annually over the next five years. That would imply a doubling of the stock price every 2.25 years, assuming constant valuations.</p><p>Additionally, the P/S ratio could rise. The sales multiple now stands at 9, but that is near historic lows and well under the 66 P/S ratio it peaked at in April 2021. If earnings growth were to increase this multiple, a tenfold gain would be within reach.</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 Growth Stocks That Can Turn $100,000 Into $1 Million by 2035</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 Growth Stocks That Can Turn $100,000 Into $1 Million by 2035\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-06-15 08:01 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2023/06/14/2-growth-stocks-turn-100000-into-1-million-2035/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Growth investors usually hope to find stocks that can rise tenfold after they purchase shares. Indeed, some of the most prominent names in tech increased much more than that as they came to lead ...</p>\n\n<a href=\"https://www.fool.com/investing/2023/06/14/2-growth-stocks-turn-100000-into-1-million-2035/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"PATH":"UiPath","ROKU":"Roku Inc"},"source_url":"https://www.fool.com/investing/2023/06/14/2-growth-stocks-turn-100000-into-1-million-2035/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2343160955","content_text":"Growth investors usually hope to find stocks that can rise tenfold after they purchase shares. Indeed, some of the most prominent names in tech increased much more than that as they came to lead emerging industries. That's one way to become a millionaire.However, it's crucial to remember that such substantial returns are not guaranteed and rely heavily on market conditions, company performance, and a multitude of other factors.Moreover, the bull market of 2020 and 2021 took some stocks to stratospheric levels, but the 2022 bear market wiped out nearly all of their gains. Now, with the stock price growth in recent months, stocks like Roku and UiPath could potentially make such gains by 2035. Here's how.RokuRoku trades at approximately $70 per share as of this writing. At this point, a tenfold run would take it to $700 per share, well above its all-time high of almost $491 per share in mid-2021. It is also above the expected mid-range price target set by Cathie Wood's Ark Invest, which holds a 5.5% weighting on Roku among Ark funds.Wood's team predicted it would reach $605 per share in 2026. Moreover, that is merely the expected price, and the study speculated the price could move as high as $1,493 per share.Why might Roku surge so high? The main reason is its potential for video advertising. Roku has prospered by bringing content providers, audiences, and advertisers together. It has also benefited as more programming leaves traditional TV in favor of streaming.Admittedly, Wood's team also outlined a bear case for only $100 per share. And it faces intense competition from heavyweight rivals, including Samsung, Alphabet, and Amazon. This is especially true outside North America, where competitors hold the first-mover advantage. Also, revenue growth has nearly come to a stop, as it grew by only 1% year over year in the first quarter of 2023.However, amid slow growth, Roku increased the number of active accounts by 17% to more than 72 million during Q1. Also, streaming hours exceeded 25 billion, 20% more than last year.Finally, despite recent gains, its price-to-sales (P/S) ratio is 3, a relatively modest valuation that could entice new buyers. If Roku can combine that customer growth with an improving ad market, that $700 price target looks more plausible than one might assume.UiPathAdmittedly, Cathie Wood's team did not make the bold prediction on UiPath that it made on Roku. Nonetheless, it is the second-largest holding across Ark funds, making up 6% of all combined holdings for the Cathie Wood investment.Wood's team has likely made such an investment since it holds tremendous potential in robotic process automation (RPA). Rather than merely performing repetitive tasks, its RPA offers an end-to-end approach that accomplishes such tasks by leveraging robotics and software into one ecosystem.UiPath holds an additional competitive advantage thanks to its community. Since the community develops and shares applications within UiPath's ecosystem, a competing product would likely struggle to gain an equal following.Amid that rising popularity, the company launched its initial public offering in mid-2021. But after peaking at $90 per share, it lost almost 90% of its value. It has since recovered to around $18 per share. This means a recovery to the all-time high would take it halfway to a potential tenfold gain.There is a viable path to making such gains. The company predicts a revenue increase of at least 20% for fiscal 2024 (ending January 2024). Also, analysts forecast an average of 32% earnings growth annually over the next five years. That would imply a doubling of the stock price every 2.25 years, assuming constant valuations.Additionally, the P/S ratio could rise. The sales multiple now stands at 9, but that is near historic lows and well under the 66 P/S ratio it peaked at in April 2021. If earnings growth were to increase this multiple, a tenfold gain would be within reach.","news_type":1},"isVote":1,"tweetType":1,"viewCount":639,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9970941582,"gmtCreate":1683857470847,"gmtModify":1683857474606,"author":{"id":"3582617881962608","authorId":"3582617881962608","name":"Ahsiang","avatar":"https://static.tigerbbs.com/310f96e7696af85ae33ece774a483d15","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582617881962608","authorIdStr":"3582617881962608"},"themes":[],"htmlText":"Sure anot","listText":"Sure anot","text":"Sure anot","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9970941582","repostId":"2334795832","repostType":2,"repost":{"id":"2334795832","pubTimestamp":1683853900,"share":"https://ttm.financial/m/news/2334795832?lang=&edition=fundamental","pubTime":"2023-05-12 09:11","market":"us","language":"en","title":"Is Apple The Future Of Finance?","url":"https://stock-news.laohu8.com/highlight/detail?id=2334795832","media":"Seekingalpha","summary":"SummaryDepositors want yield, safety, and convenience.Apple Inc. offers all 3, raising the bar for b","content":"<html><head></head><body><h2 style=\"text-align: left;\">Summary</h2><ul><li><p>Depositors want yield, safety, and convenience.</p></li><li><p>Apple Inc. offers all 3, raising the bar for banks.</p></li><li><p>Here’s who’s helped and hurt by this shift.</p></li></ul><p>If you take your money out of the bank, where do you put it? This is a common rhetorical question implying the futility of questioning traditional banks. But increasingly there are literal answers that could doom some banks. Here&#39;s one.</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/3f9655b17d3fae4ee19d47743098f06c\" tg-width=\"614\" tg-height=\"439\"/></p><p><strong>Apple Inc.</strong> picked the right partners and the right features to set a new standard for depositors. They are working with Mastercard Incorporated (MA) as their global payment network, so this new card is already usable around the globe. Their savings accounts are provided by The Goldman Sachs Group, Inc. (GS), a systemically important bank that will survive forever or at least as long as the United States survives. When interest rates were low, it might not have been worth the bother to switch from one account to another for some trivial net benefit. But today, it is different. You can get it all - much higher yield, greater safety, and at least as much convenient functionality.</p><p>Their savings account currently offers a 4.15% APY, over 10x the national average. You can automatically deposit daily cash into this savings account. There are zero annual, late, or other fees. You get 1% cash back anywhere without Apple Pay, 2% cash back with Apple Pay, and 3% cash back from Apple, Uber (UBER), Nike (NKE) stores in the U.S., Walgreens (WBA), T-Mobile (TMUS), Exxon (XOM) and others.</p><p>In terms of safety, The Goldman Sachs Bank USA is a member of FDIC, with deposits federally insured up to a quarter of a million dollar balance. In practice, it is unlikely that anyone would lose any money deposited with a globally systemic bank such as Goldman. Short of nuclear war or a crisis of that magnitude, you can expect all of your money to be safe here. That is true of only a small handful of banks.</p><p>Historically, there could have been some inconvenience associated with a product that offers an upside of over 4% and virtually no downside. One might have had to handle sweeping cash manually or tradeoff yield versus the practicality of an account that you could use for everyday consumption. But this one is so flexible that it can be used as your primary transactional account. In short, it can replace your bank. Businesses might not be as fast as retail depositors to switch to Apple, but they will want much higher yields than most traditional banks have been offering, and they have greater resources to sweep to money markets or Treasury products. Both will demand rates over 4% as they should.</p><h2>Will ServisFirst be the next to crash?</h2><p>Many banks will be unable to survive this kind of competition in the current interest rate environment. Want me to name names? <a href=\"https://laohu8.com/S/SFBS\">ServisFirst Bancshares, Inc.</a> (SFBS) is down over 30% so far this year but is worth at most half of what it costs today. Their problem starts with their deposits. A year ago their deposits cost them 0.21%, which rose to 0.47% then 1.18% and now 1.94% but will continue to rise. They have a 100% loan to deposit ratio, so they have to pay up to keep deposits. Their net interest margin shrunk from 3.52% to 3.15% last quarter and is going lower. They can only grow with borrowings and high cost deposits. They trade at two times their tangible book value. They should trade at one times at most.</p><p>ServisFirst was founded in 2005 and raced to accumulate $15 billion in assets. They are very exposed to commercial lending and construction loans. Their non-interest bearing deposits were down 14% quarter over quarter and should continue to rapidly decline. Borrowings are 11% of assets. At 1.28%, they are inadequately reserved, especially if the economy stumbles and real estate is hit.</p><h2>Another…</h2><p>When this banking crisis is over, investors will look back and ask why First Financial Bankshares, Inc. (FFIN) ever traded for over three times tangible book value and eighteen times earnings. They made an all-in bet on residential mortgage-backed securities. If that goes bad, then look out below. It isn&#39;t necessarily a $0 but is probably worth no more than $5-10 per share today. Management is promotional and optimistic. We both expect a 50% move from here but differ on the direction. Their earnings are eroding too fast for it to make sense valuing it on an earnings multiple. It should trade based on its book value. Careful examination of that book results in a valuation in the single digits.</p><h2>Caveats</h2><p>While Apple and Goldman are potent partners, there are some limitations to their prospects as dinosaur killers. Their self-description at first appears frictionless, but there is plenty of small print that limits the appeal. The current account offering is capped at $250k. <a href=\"https://laohu8.com/S/HTM.AU\">High</a> net worth clients and corporations need to be able to deposit far more. Apple places further restrictions on ACH transfers. Apple Cash transfers are capped at $10k and $20k every seven days. 1% of accounts have 56% of deposits, and that 1% can&#39;t use something with these somewhat childish caps. The other 44% could be Apple customers today, but 56% of deposit balances will require more lenient caps. This is a mass-market product that I highlight because it shows where everyone&#39;s minimum standards should be, not because it is a fit for everyone.</p><p>Hundreds of billions of dollars will continue to flow out of banks such as ServisFirst and into too big to fail banks such as Goldman, Bank of America Corporation (BAC), and Wells Fargo &amp; Company (WFC). But these won&#39;t be the only survivors. At the other end of the size spectrum, small community banks with a large number of small insured accounts are also valuable. Many depositors in such banks have $10,000-20,000 checking accounts, get direct deposits, pay their mortgage and car payments, and use their debit cards at ATM machines. These much be non-interest bearing or low interest, but such depositors are not that rate sensitive. So the money won&#39;t all flow to the largest banks. But a lot of it will and when it does, bank stocks such as SFBS that have been cut in half already will be cut in half again.</p><p>A final caveat: while my strong view is that SFBS is massively overvalued and could be a risky place to keep deposits, management has been buying:</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/0992b912354f0ff33bcd663ce2ce2808\" alt=\"Edgar\" title=\"Edgar\" tg-width=\"559\" tg-height=\"232\"/><span>Edgar</span></p><h2>Conclusion</h2><p>Apple reveals what depositors can get. If ServisFirst&#39;s costs of deposits rise substantially, their value will continue to fall. Shares are worth closer to their $24-25 per share tangible book value. Their share prices have been cut in half but need to be cut in half again to reflect deposit flight and the higher cost of remaining deposits. First Financial is my second candidate for the next potential bank run.</p><h2>TL; DR</h2><p>Depositors should demand at least 4% yields and can get it from Apple, Treasury Direct, and elsewhere. Some traditional banks such as ServisFirst and First Financial still have a long way to fall if depositors do.</p><p>Editor&#39;s Note: This article discusses one or more securities that do not trade on a major U.S. exchange. Please be aware of the risks associated with these stocks.</p></body></html>","source":"seekingalpha","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Is Apple The Future Of Finance?</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\">\nIs Apple The Future Of Finance?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-05-12 09:11 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4602159-is-apple-the-future-of-finance><strong>Seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryDepositors want yield, safety, and convenience.Apple Inc. offers all 3, raising the bar for banks.Here’s who’s helped and hurt by this shift.If you take your money out of the bank, where do you...</p>\n\n<a href=\"https://seekingalpha.com/article/4602159-is-apple-the-future-of-finance\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AAPL":"苹果"},"source_url":"https://seekingalpha.com/article/4602159-is-apple-the-future-of-finance","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"2334795832","content_text":"SummaryDepositors want yield, safety, and convenience.Apple Inc. offers all 3, raising the bar for banks.Here’s who’s helped and hurt by this shift.If you take your money out of the bank, where do you put it? This is a common rhetorical question implying the futility of questioning traditional banks. But increasingly there are literal answers that could doom some banks. Here's one.Apple Inc. picked the right partners and the right features to set a new standard for depositors. They are working with Mastercard Incorporated (MA) as their global payment network, so this new card is already usable around the globe. Their savings accounts are provided by The Goldman Sachs Group, Inc. (GS), a systemically important bank that will survive forever or at least as long as the United States survives. When interest rates were low, it might not have been worth the bother to switch from one account to another for some trivial net benefit. But today, it is different. You can get it all - much higher yield, greater safety, and at least as much convenient functionality.Their savings account currently offers a 4.15% APY, over 10x the national average. You can automatically deposit daily cash into this savings account. There are zero annual, late, or other fees. You get 1% cash back anywhere without Apple Pay, 2% cash back with Apple Pay, and 3% cash back from Apple, Uber (UBER), Nike (NKE) stores in the U.S., Walgreens (WBA), T-Mobile (TMUS), Exxon (XOM) and others.In terms of safety, The Goldman Sachs Bank USA is a member of FDIC, with deposits federally insured up to a quarter of a million dollar balance. In practice, it is unlikely that anyone would lose any money deposited with a globally systemic bank such as Goldman. Short of nuclear war or a crisis of that magnitude, you can expect all of your money to be safe here. That is true of only a small handful of banks.Historically, there could have been some inconvenience associated with a product that offers an upside of over 4% and virtually no downside. One might have had to handle sweeping cash manually or tradeoff yield versus the practicality of an account that you could use for everyday consumption. But this one is so flexible that it can be used as your primary transactional account. In short, it can replace your bank. Businesses might not be as fast as retail depositors to switch to Apple, but they will want much higher yields than most traditional banks have been offering, and they have greater resources to sweep to money markets or Treasury products. Both will demand rates over 4% as they should.Will ServisFirst be the next to crash?Many banks will be unable to survive this kind of competition in the current interest rate environment. Want me to name names? ServisFirst Bancshares, Inc. (SFBS) is down over 30% so far this year but is worth at most half of what it costs today. Their problem starts with their deposits. A year ago their deposits cost them 0.21%, which rose to 0.47% then 1.18% and now 1.94% but will continue to rise. They have a 100% loan to deposit ratio, so they have to pay up to keep deposits. Their net interest margin shrunk from 3.52% to 3.15% last quarter and is going lower. They can only grow with borrowings and high cost deposits. They trade at two times their tangible book value. They should trade at one times at most.ServisFirst was founded in 2005 and raced to accumulate $15 billion in assets. They are very exposed to commercial lending and construction loans. Their non-interest bearing deposits were down 14% quarter over quarter and should continue to rapidly decline. Borrowings are 11% of assets. At 1.28%, they are inadequately reserved, especially if the economy stumbles and real estate is hit.Another…When this banking crisis is over, investors will look back and ask why First Financial Bankshares, Inc. (FFIN) ever traded for over three times tangible book value and eighteen times earnings. They made an all-in bet on residential mortgage-backed securities. If that goes bad, then look out below. It isn't necessarily a $0 but is probably worth no more than $5-10 per share today. Management is promotional and optimistic. We both expect a 50% move from here but differ on the direction. Their earnings are eroding too fast for it to make sense valuing it on an earnings multiple. It should trade based on its book value. Careful examination of that book results in a valuation in the single digits.CaveatsWhile Apple and Goldman are potent partners, there are some limitations to their prospects as dinosaur killers. Their self-description at first appears frictionless, but there is plenty of small print that limits the appeal. The current account offering is capped at $250k. High net worth clients and corporations need to be able to deposit far more. Apple places further restrictions on ACH transfers. Apple Cash transfers are capped at $10k and $20k every seven days. 1% of accounts have 56% of deposits, and that 1% can't use something with these somewhat childish caps. The other 44% could be Apple customers today, but 56% of deposit balances will require more lenient caps. This is a mass-market product that I highlight because it shows where everyone's minimum standards should be, not because it is a fit for everyone.Hundreds of billions of dollars will continue to flow out of banks such as ServisFirst and into too big to fail banks such as Goldman, Bank of America Corporation (BAC), and Wells Fargo & Company (WFC). But these won't be the only survivors. At the other end of the size spectrum, small community banks with a large number of small insured accounts are also valuable. Many depositors in such banks have $10,000-20,000 checking accounts, get direct deposits, pay their mortgage and car payments, and use their debit cards at ATM machines. These much be non-interest bearing or low interest, but such depositors are not that rate sensitive. So the money won't all flow to the largest banks. But a lot of it will and when it does, bank stocks such as SFBS that have been cut in half already will be cut in half again.A final caveat: while my strong view is that SFBS is massively overvalued and could be a risky place to keep deposits, management has been buying:EdgarConclusionApple reveals what depositors can get. If ServisFirst's costs of deposits rise substantially, their value will continue to fall. Shares are worth closer to their $24-25 per share tangible book value. Their share prices have been cut in half but need to be cut in half again to reflect deposit flight and the higher cost of remaining deposits. First Financial is my second candidate for the next potential bank run.TL; DRDepositors should demand at least 4% yields and can get it from Apple, Treasury Direct, and elsewhere. Some traditional banks such as ServisFirst and First Financial still have a long way to fall if depositors do.Editor's Note: This article discusses one or more securities that do not trade on a major U.S. exchange. Please be aware of the risks associated with these stocks.","news_type":1},"isVote":1,"tweetType":1,"viewCount":565,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9947718268,"gmtCreate":1683599879854,"gmtModify":1683599883972,"author":{"id":"3582617881962608","authorId":"3582617881962608","name":"Ahsiang","avatar":"https://static.tigerbbs.com/310f96e7696af85ae33ece774a483d15","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582617881962608","authorIdStr":"3582617881962608"},"themes":[],"htmlText":"Sure anot","listText":"Sure anot","text":"Sure anot","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9947718268","repostId":"1151817796","repostType":2,"repost":{"id":"1151817796","weMediaInfo":{"introduction":"Reuters.com brings you the latest news from around the world, covering breaking news in markets, business, politics, entertainment and technology","home_visible":1,"media_name":"Reuters","id":"1036604489","head_image":"https://static.tigerbbs.com/443ce19704621c837795676028cec868"},"pubTimestamp":1683590203,"share":"https://ttm.financial/m/news/1151817796?lang=&edition=fundamental","pubTime":"2023-05-09 07:56","market":"us","language":"en","title":"Yellen Is Calling CEOs Personally to Warn on US Debt Ceiling, Sources Say","url":"https://stock-news.laohu8.com/highlight/detail?id=1151817796","media":"Reuters","summary":"(Reuters) - Treasury Secretary Janet Yellen is reaching out to U.S. business and financial leaders t","content":"<html><head></head><body><p>(Reuters) - Treasury Secretary Janet Yellen is reaching out to U.S. business and financial leaders to explain the &#34;catastrophic&#34; impact a U.S. default on its debt would have on the U.S. and global economies, two sources familiar with the matter said on Monday.</p><p style=\"text-align: start;\">The Treasury secretary is having one-on-one conversations with individual CEOs to warn them about the &#34;dangerous consequences of the current brinkmanship,&#34; one of the sources said.</p><p>The sources declined to name the CEOs with whom Yellen had spoken in recent days, or provide any other details about their conversations, but one said they included executives in the financial sector and broader economy.</p><p style=\"text-align: start;\">While the sources did not spell out her purpose, Biden administration officials have been speaking to business owners about pressuring Republicans to raise the debt ceiling without conditions.</p><p style=\"text-align: start;\">The Treasury secretary delayed a planned trip to Japan for this week&#39;s Group of Seven finance ministers meeting to appear on the ABC News program &#34;This Week&#34; on Sunday, where she warned the failure of Congress to raise the $31.4 trillion debt ceiling could trigger a &#34;constitutional crisis.&#34;</p><p>Talks on the issue should not take place &#34;with a gun to the head of the American people,&#34; Yellen said in a pointed reference to Republican lawmakers&#39; insistence on tying a debt-ceiling increase to sweeping spending cuts that Democrats oppose.</p><p style=\"text-align: start;\">Yellen is now slated to leave for Japan this week and will hold a news conference in Niigata, Japan, on Thursday before the G7 meeting.</p><p style=\"text-align: start;\">President Joe Biden insists that Congress has a constitutional duty to raise the debt ceiling, which reflects previously spent federal money, without conditions.</p><p style=\"text-align: start;\">He will meet on Tuesday with Republican House Speaker Kevin McCarthy, Senate Minority Leader Mitch McConnell and top congressional Democrats at the White House to try to break the impasse.</p><p style=\"text-align: start;\">Yellen told lawmakers last week that Treasury will likely be unable to pay all the government&#39;s bills as early as June 1 without an increase in the federal debt limit.</p><p>Yellen, other economists and analysts have repeatedly warned that a default on U.S. debt would result in millions of job losses, while driving household payments on mortgages, auto loans and credit cards higher.</p><p style=\"text-align: start;\">Unlike most other developed countries, the U.S. puts a hard limit on how much it can borrow. Because the government spends more than it takes in, lawmakers must periodically raise the debt ceiling.</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>Yellen Is Calling CEOs Personally to Warn on US Debt Ceiling, Sources Say</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; 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}\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nYellen Is Calling CEOs Personally to Warn on US Debt Ceiling, Sources Say\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1036604489\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/443ce19704621c837795676028cec868);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Reuters </p>\n<p class=\"h-time\">2023-05-09 07:56</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>(Reuters) - Treasury Secretary Janet Yellen is reaching out to U.S. business and financial leaders to explain the &#34;catastrophic&#34; impact a U.S. default on its debt would have on the U.S. and global economies, two sources familiar with the matter said on Monday.</p><p style=\"text-align: start;\">The Treasury secretary is having one-on-one conversations with individual CEOs to warn them about the &#34;dangerous consequences of the current brinkmanship,&#34; one of the sources said.</p><p>The sources declined to name the CEOs with whom Yellen had spoken in recent days, or provide any other details about their conversations, but one said they included executives in the financial sector and broader economy.</p><p style=\"text-align: start;\">While the sources did not spell out her purpose, Biden administration officials have been speaking to business owners about pressuring Republicans to raise the debt ceiling without conditions.</p><p style=\"text-align: start;\">The Treasury secretary delayed a planned trip to Japan for this week&#39;s Group of Seven finance ministers meeting to appear on the ABC News program &#34;This Week&#34; on Sunday, where she warned the failure of Congress to raise the $31.4 trillion debt ceiling could trigger a &#34;constitutional crisis.&#34;</p><p>Talks on the issue should not take place &#34;with a gun to the head of the American people,&#34; Yellen said in a pointed reference to Republican lawmakers&#39; insistence on tying a debt-ceiling increase to sweeping spending cuts that Democrats oppose.</p><p style=\"text-align: start;\">Yellen is now slated to leave for Japan this week and will hold a news conference in Niigata, Japan, on Thursday before the G7 meeting.</p><p style=\"text-align: start;\">President Joe Biden insists that Congress has a constitutional duty to raise the debt ceiling, which reflects previously spent federal money, without conditions.</p><p style=\"text-align: start;\">He will meet on Tuesday with Republican House Speaker Kevin McCarthy, Senate Minority Leader Mitch McConnell and top congressional Democrats at the White House to try to break the impasse.</p><p style=\"text-align: start;\">Yellen told lawmakers last week that Treasury will likely be unable to pay all the government&#39;s bills as early as June 1 without an increase in the federal debt limit.</p><p>Yellen, other economists and analysts have repeatedly warned that a default on U.S. debt would result in millions of job losses, while driving household payments on mortgages, auto loans and credit cards higher.</p><p style=\"text-align: start;\">Unlike most other developed countries, the U.S. puts a hard limit on how much it can borrow. Because the government spends more than it takes in, lawmakers must periodically raise the debt ceiling.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".SPX":"S&P 500 Index",".DJI":"道琼斯",".IXIC":"NASDAQ Composite"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1151817796","content_text":"(Reuters) - Treasury Secretary Janet Yellen is reaching out to U.S. business and financial leaders to explain the \"catastrophic\" impact a U.S. default on its debt would have on the U.S. and global economies, two sources familiar with the matter said on Monday.The Treasury secretary is having one-on-one conversations with individual CEOs to warn them about the \"dangerous consequences of the current brinkmanship,\" one of the sources said.The sources declined to name the CEOs with whom Yellen had spoken in recent days, or provide any other details about their conversations, but one said they included executives in the financial sector and broader economy.While the sources did not spell out her purpose, Biden administration officials have been speaking to business owners about pressuring Republicans to raise the debt ceiling without conditions.The Treasury secretary delayed a planned trip to Japan for this week's Group of Seven finance ministers meeting to appear on the ABC News program \"This Week\" on Sunday, where she warned the failure of Congress to raise the $31.4 trillion debt ceiling could trigger a \"constitutional crisis.\"Talks on the issue should not take place \"with a gun to the head of the American people,\" Yellen said in a pointed reference to Republican lawmakers' insistence on tying a debt-ceiling increase to sweeping spending cuts that Democrats oppose.Yellen is now slated to leave for Japan this week and will hold a news conference in Niigata, Japan, on Thursday before the G7 meeting.President Joe Biden insists that Congress has a constitutional duty to raise the debt ceiling, which reflects previously spent federal money, without conditions.He will meet on Tuesday with Republican House Speaker Kevin McCarthy, Senate Minority Leader Mitch McConnell and top congressional Democrats at the White House to try to break the impasse.Yellen told lawmakers last week that Treasury will likely be unable to pay all the government's bills as early as June 1 without an increase in the federal debt limit.Yellen, other economists and analysts have repeatedly warned that a default on U.S. debt would result in millions of job losses, while driving household payments on mortgages, auto loans and credit cards higher.Unlike most other developed countries, the U.S. puts a hard limit on how much it can borrow. Because the government spends more than it takes in, lawmakers must periodically raise the debt ceiling.","news_type":1},"isVote":1,"tweetType":1,"viewCount":504,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9947548876,"gmtCreate":1683340559296,"gmtModify":1683340563555,"author":{"id":"3582617881962608","authorId":"3582617881962608","name":"Ahsiang","avatar":"https://static.tigerbbs.com/310f96e7696af85ae33ece774a483d15","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582617881962608","authorIdStr":"3582617881962608"},"themes":[],"htmlText":"Sure anot","listText":"Sure anot","text":"Sure anot","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9947548876","repostId":"2333543983","repostType":2,"repost":{"id":"2333543983","weMediaInfo":{"introduction":"Reuters.com brings you the latest news from around the world, covering breaking news in markets, business, politics, entertainment and technology","home_visible":1,"media_name":"Reuters","id":"1036604489","head_image":"https://static.tigerbbs.com/443ce19704621c837795676028cec868"},"pubTimestamp":1683327706,"share":"https://ttm.financial/m/news/2333543983?lang=&edition=fundamental","pubTime":"2023-05-06 07:01","market":"us","language":"en","title":"Dow Has Best Day Since Jan. 6 After Apple Rally, Jobs Data","url":"https://stock-news.laohu8.com/highlight/detail?id=2333543983","media":"Reuters","summary":"Regional banks rebound after bruising selloffU.S. employers add 253,000 jobs in AprilIndexes: Dow up","content":"<html><head></head><body><ul><li><p>Regional banks rebound after bruising selloff</p></li><li><p>U.S. employers add 253,000 jobs in April</p></li><li><p>Indexes: Dow up 1.7%, S&amp;P 500 up 1.9%, Nasdaq up 2.3%</p></li></ul><p>(Reuters) - U.S. stocks rallied on Friday, with the Dow posting its biggest one-day percentage gain since Jan. 6, as shares of Apple surged more than 4% after upbeat results and U.S. jobs data pointed to a resilient labor market.</p><p style=\"text-align: start;\">Adding to the bullish momentum, regional bank shares rebounded from declines tied to the collapse of First Republic Bank. Analysts upgraded a number of lenders they said were oversold.</p><p><a href=\"https://laohu8.com/S/PACW\">PacWest Bancorp </a> rallied 81.7% and <a href=\"https://laohu8.com/S/WAL\">Western Alliance Bancorp </a> jumped 49.2%, while the <a href=\"https://laohu8.com/S/KRX\">KBW regional bank index </a> advanced 4.7%.</p><p style=\"text-align: start;\"><a href=\"https://laohu8.com/S/AAPL\">Apple</a>&#39;s quarterly results also cheered investors worried about a potential recession. The iPhone maker&#39;s shares hit their highest level in about nine months, and the stock ended up 4.7% in its biggest daily percentage gain since November.</p><p style=\"text-align: start;\">The stock was the biggest positive influence on all three major U.S. stock indexes.</p><p>The U.S. Labor Department report showed job growth accelerated in April and wage gains increased solidly, suggesting the labor market has stayed strong despite recent interest rate hikes from the Federal Reserve.</p><p style=\"text-align: start;\">With the jobs report, &#34;it&#39;s about the state of the U.S. economy, and what we saw today suggests it&#39;s in a better position than previously expected,&#34; said Kristina Hooper, chief global market Strategist at Invesco in New York.</p><p style=\"text-align: start;\">Investors have been worried that the rate hikes may eventually push the economy into recession.</p><p style=\"text-align: start;\">The Dow Jones Industrial Average <strong><u>(.DJI)</u></strong> rose 546.64 points, or 1.65%, to 33,674.38, the S&amp;P 500 <strong><u>(.SPX)</u></strong> gained 75.03 points, or 1.85%, to 4,136.25 and the Nasdaq Composite <strong><u>(.IXIC)</u></strong> added 269.02 points, or 2.25%, to 12,235.41.</p><p>The Cboe Volatility index <strong><u>(.VIX)</u></strong> registered its biggest one-day decline since March 16.</p><p>The Dow and S&amp;P 500 still registered losses for the week, however, while the Nasdaq ended with a slight gain for the week.</p><p style=\"text-align: start;\">On Wednesday, the U.S. central bank raised rates by 25 basis points as expected, but Fed Chair Jerome Powell noted it was too early to say with certainty that the rate-hike cycle was over as inflation remains the chief concern.</p><p style=\"text-align: start;\">Apple drove gains in other tech shares, but all 11 major S&amp;P sectors were higher on the day.</p><p style=\"text-align: start;\">The estimated decline in first-quarter S&amp;P 500 earnings has been getting smaller since the start of the reporting season and is now at just 0.7% year-over-year, Refinitiv data showed on Friday.</p><p>Volume on U.S. exchanges was 10.57 billion shares, compared with the 10.70 billion average for the full session over the last 20 trading days.</p><p style=\"text-align: start;\">Advancing issues outnumbered declining ones on the NYSE by a 4.95-to-1 ratio; on Nasdaq, a 2.75-to-1 ratio favored advancers.</p><p style=\"text-align: start;\">The S&amp;P 500 posted 13 new 52-week highs and 3 new lows; the Nasdaq Composite recorded 87 new highs and 104 new lows.</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>Dow Has Best Day Since Jan. 6 After Apple Rally, Jobs Data</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\">\nDow Has Best Day Since Jan. 6 After Apple Rally, Jobs Data\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1036604489\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/443ce19704621c837795676028cec868);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Reuters </p>\n<p class=\"h-time\">2023-05-06 07:01</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><ul><li><p>Regional banks rebound after bruising selloff</p></li><li><p>U.S. employers add 253,000 jobs in April</p></li><li><p>Indexes: Dow up 1.7%, S&amp;P 500 up 1.9%, Nasdaq up 2.3%</p></li></ul><p>(Reuters) - U.S. stocks rallied on Friday, with the Dow posting its biggest one-day percentage gain since Jan. 6, as shares of Apple surged more than 4% after upbeat results and U.S. jobs data pointed to a resilient labor market.</p><p style=\"text-align: start;\">Adding to the bullish momentum, regional bank shares rebounded from declines tied to the collapse of First Republic Bank. Analysts upgraded a number of lenders they said were oversold.</p><p><a href=\"https://laohu8.com/S/PACW\">PacWest Bancorp </a> rallied 81.7% and <a href=\"https://laohu8.com/S/WAL\">Western Alliance Bancorp </a> jumped 49.2%, while the <a href=\"https://laohu8.com/S/KRX\">KBW regional bank index </a> advanced 4.7%.</p><p style=\"text-align: start;\"><a href=\"https://laohu8.com/S/AAPL\">Apple</a>&#39;s quarterly results also cheered investors worried about a potential recession. The iPhone maker&#39;s shares hit their highest level in about nine months, and the stock ended up 4.7% in its biggest daily percentage gain since November.</p><p style=\"text-align: start;\">The stock was the biggest positive influence on all three major U.S. stock indexes.</p><p>The U.S. Labor Department report showed job growth accelerated in April and wage gains increased solidly, suggesting the labor market has stayed strong despite recent interest rate hikes from the Federal Reserve.</p><p style=\"text-align: start;\">With the jobs report, &#34;it&#39;s about the state of the U.S. economy, and what we saw today suggests it&#39;s in a better position than previously expected,&#34; said Kristina Hooper, chief global market Strategist at Invesco in New York.</p><p style=\"text-align: start;\">Investors have been worried that the rate hikes may eventually push the economy into recession.</p><p style=\"text-align: start;\">The Dow Jones Industrial Average <strong><u>(.DJI)</u></strong> rose 546.64 points, or 1.65%, to 33,674.38, the S&amp;P 500 <strong><u>(.SPX)</u></strong> gained 75.03 points, or 1.85%, to 4,136.25 and the Nasdaq Composite <strong><u>(.IXIC)</u></strong> added 269.02 points, or 2.25%, to 12,235.41.</p><p>The Cboe Volatility index <strong><u>(.VIX)</u></strong> registered its biggest one-day decline since March 16.</p><p>The Dow and S&amp;P 500 still registered losses for the week, however, while the Nasdaq ended with a slight gain for the week.</p><p style=\"text-align: start;\">On Wednesday, the U.S. central bank raised rates by 25 basis points as expected, but Fed Chair Jerome Powell noted it was too early to say with certainty that the rate-hike cycle was over as inflation remains the chief concern.</p><p style=\"text-align: start;\">Apple drove gains in other tech shares, but all 11 major S&amp;P sectors were higher on the day.</p><p style=\"text-align: start;\">The estimated decline in first-quarter S&amp;P 500 earnings has been getting smaller since the start of the reporting season and is now at just 0.7% year-over-year, Refinitiv data showed on Friday.</p><p>Volume on U.S. exchanges was 10.57 billion shares, compared with the 10.70 billion average for the full session over the last 20 trading days.</p><p style=\"text-align: start;\">Advancing issues outnumbered declining ones on the NYSE by a 4.95-to-1 ratio; on Nasdaq, a 2.75-to-1 ratio favored advancers.</p><p style=\"text-align: start;\">The S&amp;P 500 posted 13 new 52-week highs and 3 new lows; the Nasdaq Composite recorded 87 new highs and 104 new lows.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".SPX":"S&P 500 Index",".IXIC":"NASDAQ Composite",".DJI":"道琼斯"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2333543983","content_text":"Regional banks rebound after bruising selloffU.S. employers add 253,000 jobs in AprilIndexes: Dow up 1.7%, S&P 500 up 1.9%, Nasdaq up 2.3%(Reuters) - U.S. stocks rallied on Friday, with the Dow posting its biggest one-day percentage gain since Jan. 6, as shares of Apple surged more than 4% after upbeat results and U.S. jobs data pointed to a resilient labor market.Adding to the bullish momentum, regional bank shares rebounded from declines tied to the collapse of First Republic Bank. Analysts upgraded a number of lenders they said were oversold.PacWest Bancorp  rallied 81.7% and Western Alliance Bancorp  jumped 49.2%, while the KBW regional bank index  advanced 4.7%.Apple's quarterly results also cheered investors worried about a potential recession. The iPhone maker's shares hit their highest level in about nine months, and the stock ended up 4.7% in its biggest daily percentage gain since November.The stock was the biggest positive influence on all three major U.S. stock indexes.The U.S. Labor Department report showed job growth accelerated in April and wage gains increased solidly, suggesting the labor market has stayed strong despite recent interest rate hikes from the Federal Reserve.With the jobs report, \"it's about the state of the U.S. economy, and what we saw today suggests it's in a better position than previously expected,\" said Kristina Hooper, chief global market Strategist at Invesco in New York.Investors have been worried that the rate hikes may eventually push the economy into recession.The Dow Jones Industrial Average (.DJI) rose 546.64 points, or 1.65%, to 33,674.38, the S&P 500 (.SPX) gained 75.03 points, or 1.85%, to 4,136.25 and the Nasdaq Composite (.IXIC) added 269.02 points, or 2.25%, to 12,235.41.The Cboe Volatility index (.VIX) registered its biggest one-day decline since March 16.The Dow and S&P 500 still registered losses for the week, however, while the Nasdaq ended with a slight gain for the week.On Wednesday, the U.S. central bank raised rates by 25 basis points as expected, but Fed Chair Jerome Powell noted it was too early to say with certainty that the rate-hike cycle was over as inflation remains the chief concern.Apple drove gains in other tech shares, but all 11 major S&P sectors were higher on the day.The estimated decline in first-quarter S&P 500 earnings has been getting smaller since the start of the reporting season and is now at just 0.7% year-over-year, Refinitiv data showed on Friday.Volume on U.S. exchanges was 10.57 billion shares, compared with the 10.70 billion average for the full session over the last 20 trading days.Advancing issues outnumbered declining ones on the NYSE by a 4.95-to-1 ratio; on Nasdaq, a 2.75-to-1 ratio favored advancers.The S&P 500 posted 13 new 52-week highs and 3 new lows; the Nasdaq Composite recorded 87 new highs and 104 new lows.","news_type":1},"isVote":1,"tweetType":1,"viewCount":462,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9947233092,"gmtCreate":1683168123917,"gmtModify":1683168127383,"author":{"id":"3582617881962608","authorId":"3582617881962608","name":"Ahsiang","avatar":"https://static.tigerbbs.com/310f96e7696af85ae33ece774a483d15","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582617881962608","authorIdStr":"3582617881962608"},"themes":[],"htmlText":"Sure anot","listText":"Sure anot","text":"Sure anot","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9947233092","repostId":"2332725046","repostType":2,"repost":{"id":"2332725046","pubTimestamp":1683127562,"share":"https://ttm.financial/m/news/2332725046?lang=&edition=fundamental","pubTime":"2023-05-03 23:26","market":"us","language":"en","title":"2 Stocks That Could Turn $250,000 Into $1 Million by Your Retirement","url":"https://stock-news.laohu8.com/highlight/detail?id=2332725046","media":"Motley Fool","summary":"Focusing on the long term is what matters, but investors need to be selective with their capital.","content":"<html><head></head><body><p>You&#39;re not alone if you&#39;ve set a $1 million goal for your retirement fund. How long it takes you to reach that ultimate goal will depend on various factors, including the companies you buy, the amount of capital you invest into them, and your holding period for those stocks. </p><p>If you&#39;re looking for stocks with supercharged growth potential that could significantly multiply an initial investment over the next decade and beyond, here are two companies to consider adding to your investment portfolio as you build your retirement strategy. </p><h2>1. Chewy </h2><p><strong>Chewy</strong> has continued to grow its business in a challenging economic environment. While the pet care industry certainly has vulnerabilities in the event of economic difficulty, it is more resilient than others in the sense that people will continue to spend money on their pets in a wide range of macro conditions.</p><p>The interesting thing about Chewy&#39;s business is that it derives growth from many different aspects of pet spending. Beyond the thousands of products from well-known and smaller labels that pet owners can purchase on its platform, it sells its own branded products (including a line of pet supplements), operates an online pet pharmacy and a pet telehealth service, and even sells a selection of pet health insurance plans. </p><p>In addition to the diverse selection of growth catalysts that can drive its business forward over the long term, Chewy is also making aggressive efforts to scale back costs and optimize operational efficiency. A key aspect of this strategy is its network of automated fulfillment centers. Chewy has three in operation at the time of this writing and intends to open a fourth in the next few months, while it&#39;s in the process of closing down two of its older, non-automated fulfillment centers.  </p><p>In 2022, Chewy reported net sales of $10 billion -- a 14% jump from the prior year. Net income totaled $50 million for the 12-month period, the company&#39;s first full year of GAAP profitability on record. A key continued driver of its growth is Autoship sales, which surged 18% in the final quarter and full year. Looking at 2022 as a whole, Autoship sales comprised 73% of Chewy&#39;s top-line total at more than $7 billion.  </p><p>The company closed out the year with 20.4 million active customers on its platform. Even if a recession curbs pet spending in the short term, this is a business that is well-positioned to benefit from steady and fluctuating outlay by pet owners. Investors may want to take a second look at this business given the potential of its long-term growth trajectory. </p><h2>2. Upstart </h2><p><strong>Upstart</strong> is all about changing the face of what lending looks like, and who can access loans. For decades now, the FICO score has been the gold standard lenders have used to approve (or not approve) consumer loan applications. While the FICO score is certainly one important factor that can indicate creditworthiness, the reality is that less than half of Americans have access to prime credit, even though four out of five have never defaulted on a credit obligation.  </p><p>Upstart&#39;s platform uses the power of artificial intelligence and machine learning to comb through over 1,000 data points, including an applicant&#39;s FICO score, to make a more accurate and wide-ranging assessment of their creditworthiness. This proprietary platform has enabled people who have been left out of the lending market to access credit. And internal Upstart studies show that its model has resulted in 53% fewer defaults at the same approval rate as traditional U.S. banks. Upstart relies on institutional partners to fund the majority of its loans, and it offers a range of lending products, from small business loans to auto loans to personal loans. </p><p>So you might be wondering: Why has Upstart&#39;s stock cratered 80% over the last year? Fewer institutional investors are buying Upstart&#39;s loans because the cost of doing so has skyrocketed in the current interest rate environment. Upstart&#39;s platform is also approving fewer loans given the risk factors present in the current market, which -- while painful now -- means its model is working as it&#39;s supposed to.</p><p>Not only are 82% of Upstart&#39;s loans automated without any human intervention, but as of the end of 2022, its proprietary model had improved more in the prior seven months than in the entire 30 months before that. Revenue is down, and the company is currently unprofitable given the decline in loans being funded and the fact that its platform is green-lighting fewer loans.  </p><p>However, Upstart is aggressively growing its network of lenders, with its base of credit union and bank partners skyrocketing 120% in the final quarter of 2022, compared to the prior-year period. The company approved more than 12,000 small-dollar loans (which includes loan amounts ranging from $200 to $2,500) in the final three months of 2022, and 88% of these loans were completely automated.</p><p>If you have confidence in the power of Upstart&#39;s automated model, as the increasing number of lenders joining its network indicates, and its ability to change the face of the multi-trillion-dollar lending market, this fintech could be a worthy contender for a long-term investor&#39;s well-diversified portfolio.</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 Stocks That Could Turn $250,000 Into $1 Million by Your Retirement</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 Stocks That Could Turn $250,000 Into $1 Million by Your Retirement\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-05-03 23:26 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2023/05/01/2-stocks-that-could-turn-250000-into-1-million/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>You're not alone if you've set a $1 million goal for your retirement fund. How long it takes you to reach that ultimate goal will depend on various factors, including the companies you buy, the amount...</p>\n\n<a href=\"https://www.fool.com/investing/2023/05/01/2-stocks-that-could-turn-250000-into-1-million/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"CHWY":"Chewy, Inc.","UPST":"Upstart Holdings, Inc."},"source_url":"https://www.fool.com/investing/2023/05/01/2-stocks-that-could-turn-250000-into-1-million/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2332725046","content_text":"You're not alone if you've set a $1 million goal for your retirement fund. How long it takes you to reach that ultimate goal will depend on various factors, including the companies you buy, the amount of capital you invest into them, and your holding period for those stocks. If you're looking for stocks with supercharged growth potential that could significantly multiply an initial investment over the next decade and beyond, here are two companies to consider adding to your investment portfolio as you build your retirement strategy. 1. Chewy Chewy has continued to grow its business in a challenging economic environment. While the pet care industry certainly has vulnerabilities in the event of economic difficulty, it is more resilient than others in the sense that people will continue to spend money on their pets in a wide range of macro conditions.The interesting thing about Chewy's business is that it derives growth from many different aspects of pet spending. Beyond the thousands of products from well-known and smaller labels that pet owners can purchase on its platform, it sells its own branded products (including a line of pet supplements), operates an online pet pharmacy and a pet telehealth service, and even sells a selection of pet health insurance plans. In addition to the diverse selection of growth catalysts that can drive its business forward over the long term, Chewy is also making aggressive efforts to scale back costs and optimize operational efficiency. A key aspect of this strategy is its network of automated fulfillment centers. Chewy has three in operation at the time of this writing and intends to open a fourth in the next few months, while it's in the process of closing down two of its older, non-automated fulfillment centers.  In 2022, Chewy reported net sales of $10 billion -- a 14% jump from the prior year. Net income totaled $50 million for the 12-month period, the company's first full year of GAAP profitability on record. A key continued driver of its growth is Autoship sales, which surged 18% in the final quarter and full year. Looking at 2022 as a whole, Autoship sales comprised 73% of Chewy's top-line total at more than $7 billion.  The company closed out the year with 20.4 million active customers on its platform. Even if a recession curbs pet spending in the short term, this is a business that is well-positioned to benefit from steady and fluctuating outlay by pet owners. Investors may want to take a second look at this business given the potential of its long-term growth trajectory. 2. Upstart Upstart is all about changing the face of what lending looks like, and who can access loans. For decades now, the FICO score has been the gold standard lenders have used to approve (or not approve) consumer loan applications. While the FICO score is certainly one important factor that can indicate creditworthiness, the reality is that less than half of Americans have access to prime credit, even though four out of five have never defaulted on a credit obligation.  Upstart's platform uses the power of artificial intelligence and machine learning to comb through over 1,000 data points, including an applicant's FICO score, to make a more accurate and wide-ranging assessment of their creditworthiness. This proprietary platform has enabled people who have been left out of the lending market to access credit. And internal Upstart studies show that its model has resulted in 53% fewer defaults at the same approval rate as traditional U.S. banks. Upstart relies on institutional partners to fund the majority of its loans, and it offers a range of lending products, from small business loans to auto loans to personal loans. So you might be wondering: Why has Upstart's stock cratered 80% over the last year? Fewer institutional investors are buying Upstart's loans because the cost of doing so has skyrocketed in the current interest rate environment. Upstart's platform is also approving fewer loans given the risk factors present in the current market, which -- while painful now -- means its model is working as it's supposed to.Not only are 82% of Upstart's loans automated without any human intervention, but as of the end of 2022, its proprietary model had improved more in the prior seven months than in the entire 30 months before that. Revenue is down, and the company is currently unprofitable given the decline in loans being funded and the fact that its platform is green-lighting fewer loans.  However, Upstart is aggressively growing its network of lenders, with its base of credit union and bank partners skyrocketing 120% in the final quarter of 2022, compared to the prior-year period. The company approved more than 12,000 small-dollar loans (which includes loan amounts ranging from $200 to $2,500) in the final three months of 2022, and 88% of these loans were completely automated.If you have confidence in the power of Upstart's automated model, as the increasing number of lenders joining its network indicates, and its ability to change the face of the multi-trillion-dollar lending market, this fintech could be a worthy contender for a long-term investor's well-diversified portfolio.","news_type":1},"isVote":1,"tweetType":1,"viewCount":257,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9957613927,"gmtCreate":1677210475169,"gmtModify":1677210479095,"author":{"id":"3582617881962608","authorId":"3582617881962608","name":"Ahsiang","avatar":"https://static.tigerbbs.com/310f96e7696af85ae33ece774a483d15","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582617881962608","authorIdStr":"3582617881962608"},"themes":[],"htmlText":"Sure anot","listText":"Sure anot","text":"Sure anot","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9957613927","repostId":"2313713210","repostType":4,"isVote":1,"tweetType":1,"viewCount":309,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9958267020,"gmtCreate":1673751727660,"gmtModify":1676538881536,"author":{"id":"3582617881962608","authorId":"3582617881962608","name":"Ahsiang","avatar":"https://static.tigerbbs.com/310f96e7696af85ae33ece774a483d15","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582617881962608","authorIdStr":"3582617881962608"},"themes":[],"htmlText":"Omg","listText":"Omg","text":"Omg","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9958267020","repostId":"1173773008","repostType":4,"repost":{"id":"1173773008","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":1673837089,"share":"https://ttm.financial/m/news/1173773008?lang=&edition=fundamental","pubTime":"2023-01-16 10:44","market":"us","language":"en","title":"Reminder: U.S. Market is Closed for Martin Luther King Day on Monday, Jan.16, 2023","url":"https://stock-news.laohu8.com/highlight/detail?id=1173773008","media":"Tiger Newspress","summary":"Martin Luther King Day has arrived. The U.S. market is closed on Monday, Jan.16, 2023. Please take n","content":"<html><head></head><body><p>Martin Luther King Day has arrived. The U.S. market is closed on Monday, Jan.16, 2023. Please take note of the trading arrangements during the holiday period and make the necessary preparations in advance.</p><p><img src=\"https://static.tigerbbs.com/b7e7bd8e1185d50c2f408c41e4b734d9\" tg-width=\"500\" tg-height=\"336\" referrerpolicy=\"no-referrer\"/></p><h3>Background</h3><p>Martin Luther King Day, or Martin Luther King Jr. Day, is observed on the third Monday of January every year.</p><p>Martin Luther King Day is held in honor of Martin Luther King Jr., the famous civil rights leader who was born in 1929.</p><p>He organized the popular march on Washington for jobs and freedom to highlight the daily struggles of African Americans in 1963 with the support of various civil rights and religious groups.</p><p>Almost over 25,000 people took part in this protest and it ended at the Lincoln Memorial where the crowd gathered to listen to MLK&#39;s &#34;I Have A Dream&#34; speech that influences peace and equality. MLK&#39;s &#34;I Have A Dream&#34; speech that influences peace and equality.</p><p>It contributed to the passing of the Civil Rights Act of 1964, outlawing discrimination based on color, religion, sex, or national origin.</p><p>He was also the youngest person to receive the Noble Peace Prize in 1964.</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>Reminder: U.S. Market is Closed for Martin Luther King Day on Monday, Jan.16, 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\">\nReminder: U.S. Market is Closed for Martin Luther King Day on Monday, Jan.16, 2023\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\">2023-01-16 10:44</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Martin Luther King Day has arrived. The U.S. market is closed on Monday, Jan.16, 2023. Please take note of the trading arrangements during the holiday period and make the necessary preparations in advance.</p><p><img src=\"https://static.tigerbbs.com/b7e7bd8e1185d50c2f408c41e4b734d9\" tg-width=\"500\" tg-height=\"336\" referrerpolicy=\"no-referrer\"/></p><h3>Background</h3><p>Martin Luther King Day, or Martin Luther King Jr. Day, is observed on the third Monday of January every year.</p><p>Martin Luther King Day is held in honor of Martin Luther King Jr., the famous civil rights leader who was born in 1929.</p><p>He organized the popular march on Washington for jobs and freedom to highlight the daily struggles of African Americans in 1963 with the support of various civil rights and religious groups.</p><p>Almost over 25,000 people took part in this protest and it ended at the Lincoln Memorial where the crowd gathered to listen to MLK&#39;s &#34;I Have A Dream&#34; speech that influences peace and equality. MLK&#39;s &#34;I Have A Dream&#34; speech that influences peace and equality.</p><p>It contributed to the passing of the Civil Rights Act of 1964, outlawing discrimination based on color, religion, sex, or national origin.</p><p>He was also the youngest person to receive the Noble Peace Prize in 1964.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".DJI":"道琼斯",".SPX":"S&P 500 Index",".IXIC":"NASDAQ Composite"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1173773008","content_text":"Martin Luther King Day has arrived. The U.S. market is closed on Monday, Jan.16, 2023. Please take note of the trading arrangements during the holiday period and make the necessary preparations in advance.BackgroundMartin Luther King Day, or Martin Luther King Jr. Day, is observed on the third Monday of January every year.Martin Luther King Day is held in honor of Martin Luther King Jr., the famous civil rights leader who was born in 1929.He organized the popular march on Washington for jobs and freedom to highlight the daily struggles of African Americans in 1963 with the support of various civil rights and religious groups.Almost over 25,000 people took part in this protest and it ended at the Lincoln Memorial where the crowd gathered to listen to MLK's \"I Have A Dream\" speech that influences peace and equality. MLK's \"I Have A Dream\" speech that influences peace and equality.It contributed to the passing of the Civil Rights Act of 1964, outlawing discrimination based on color, religion, sex, or national origin.He was also the youngest person to receive the Noble Peace Prize in 1964.","news_type":1},"isVote":1,"tweetType":1,"viewCount":366,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9958013695,"gmtCreate":1673582467717,"gmtModify":1676538859881,"author":{"id":"3582617881962608","authorId":"3582617881962608","name":"Ahsiang","avatar":"https://static.tigerbbs.com/310f96e7696af85ae33ece774a483d15","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582617881962608","authorIdStr":"3582617881962608"},"themes":[],"htmlText":"Gogogo","listText":"Gogogo","text":"Gogogo","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9958013695","repostId":"2303810335","repostType":4,"repost":{"id":"2303810335","weMediaInfo":{"introduction":"Reuters.com brings you the latest news from around the world, covering breaking news in markets, business, politics, entertainment and technology","home_visible":1,"media_name":"Reuters","id":"1036604489","head_image":"https://static.tigerbbs.com/443ce19704621c837795676028cec868"},"pubTimestamp":1673563390,"share":"https://ttm.financial/m/news/2303810335?lang=&edition=fundamental","pubTime":"2023-01-13 06:43","market":"us","language":"en","title":"Wall St Ends up As Data Suggests Inflation May Be on Downward Trend","url":"https://stock-news.laohu8.com/highlight/detail?id=2303810335","media":"Reuters","summary":"* U.S. consumer prices fall in December* Quarterly results from big banks due Friday* Indexes: Dow u","content":"<html><head></head><body><p>* U.S. consumer prices fall in December</p><p>* Quarterly results from big banks due Friday</p><p>* Indexes: Dow up 0.6%, S&amp;P 500 up 0.3%, Nasdaq up 0.6%</p><p><img src=\"https://static.tigerbbs.com/bf60bcb8f2706d6f09a78f5d65623af7\" tg-width=\"1080\" tg-height=\"1920\" width=\"100%\" height=\"auto\"/></p><p>NEW YORK, Jan 12 (Reuters) - U.S. stocks closed slightly higher on Thursday as data showing a fall in consumer prices in December bolstered expectations of less aggressive interest rate hikes from the Federal Reserve.</p><p>U.S consumer prices fell for the first time in more than 2-1/2 years in December, the report showed, giving some hope that inflation was now on a sustained downward trend.</p><p>&#34;Most investors are seeing inflation come down. That&#39;s a positive sign, and I would expect earnings to be decent,&#34; said Gary Bradshaw, portfolio manager at Hodges Capital Management in Dallas, Texas.</p><p>Friday brings results from a number of big U.S. banks, kicking off the start of the fourth-quarter earnings season for S&amp;P 500 companies.</p><p>Trading was choppy following the CPI data. Rents remained very high in the report, while the labor market remains tight, and inflation is still well above the Fed&#39;s target.</p><p>A separate report on Thursday showed weekly jobless claims fell last week.</p><p>But some strategists said the slowdown in U.S. inflation may pave the way for the Fed to be able to bring down consumer prices without badly damaging growth.</p><p>Traders&#39; bets of a 25-basis point rate hike by the Fed in February shot up to 91% after the data, from 77% previously.</p><p>Microsoft shares rose 1.2%, providing the biggest boost to the S&amp;P 500 and Nasdaq, while energy shares also were higher along with oil prices. Energy rose 1.9% and was the day&#39;s best performer among sectors.</p><p>The Dow Jones Industrial Average rose 216.96 points, or 0.64%, to 34,189.97, the S&amp;P 500 gained 13.56 points, or 0.34%, to 3,983.17 and the Nasdaq Composite added 69.43 points, or 0.64%, to 11,001.10.</p><p>The S&amp;P 500 is now up 3.7% for the year so far.</p><p>&#34;The (CPI) report confirms that inflation is in a downward trend and that it has reversed,&#34; said Peter Cardillo, chief market economist at Spartan Capital Securities in New York.</p><p>Philadelphia Fed President Patrick Harker and St. Louis Fed President James Bullard acknowledged the moderation in prices, but stressed on the need for further monetary policy tightening to bring inflation down to the central bank&#39;s target.</p><p>The Fed raised the key rate by 50 basis points in December, after four back-to-back 75-bps hikes.</p><p>Big U.S. banks are forecast to report lower fourth-quarter profits, as lenders stockpile funds to prepare for an economic slowdown.</p><p>Also, overall S&amp;P 500 earnings are expected to have declined year-over-year in the fourth quarter, according to IBES data from Refinitiv, which would be the first quarterly U.S. earnings decline since 2020.</p><p>Tesla Inc shares ended near flat after Bloomberg, citing people familiar with the matter, reported the carmaker has delayed plans to expand its Shanghai factory.</p><p>Volume on U.S. exchanges was 12.14 billion shares, compared with the 10.88 billion average for the full session over the last 20 trading days.</p><p>Advancing issues outnumbered declining ones on the NYSE by a 3.75-to-1 ratio; on Nasdaq, a 2.50-to-1 ratio favored advancers.</p><p>The S&amp;P 500 posted 14 new 52-week highs and one new low; the Nasdaq Composite recorded 96 new highs and 16 new lows.</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>Wall St Ends up As Data Suggests Inflation May Be on Downward Trend</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\">\nWall St Ends up As Data Suggests Inflation May Be on Downward Trend\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1036604489\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/443ce19704621c837795676028cec868);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Reuters </p>\n<p class=\"h-time\">2023-01-13 06:43</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>* U.S. consumer prices fall in December</p><p>* Quarterly results from big banks due Friday</p><p>* Indexes: Dow up 0.6%, S&amp;P 500 up 0.3%, Nasdaq up 0.6%</p><p><img src=\"https://static.tigerbbs.com/bf60bcb8f2706d6f09a78f5d65623af7\" tg-width=\"1080\" tg-height=\"1920\" width=\"100%\" height=\"auto\"/></p><p>NEW YORK, Jan 12 (Reuters) - U.S. stocks closed slightly higher on Thursday as data showing a fall in consumer prices in December bolstered expectations of less aggressive interest rate hikes from the Federal Reserve.</p><p>U.S consumer prices fell for the first time in more than 2-1/2 years in December, the report showed, giving some hope that inflation was now on a sustained downward trend.</p><p>&#34;Most investors are seeing inflation come down. That&#39;s a positive sign, and I would expect earnings to be decent,&#34; said Gary Bradshaw, portfolio manager at Hodges Capital Management in Dallas, Texas.</p><p>Friday brings results from a number of big U.S. banks, kicking off the start of the fourth-quarter earnings season for S&amp;P 500 companies.</p><p>Trading was choppy following the CPI data. Rents remained very high in the report, while the labor market remains tight, and inflation is still well above the Fed&#39;s target.</p><p>A separate report on Thursday showed weekly jobless claims fell last week.</p><p>But some strategists said the slowdown in U.S. inflation may pave the way for the Fed to be able to bring down consumer prices without badly damaging growth.</p><p>Traders&#39; bets of a 25-basis point rate hike by the Fed in February shot up to 91% after the data, from 77% previously.</p><p>Microsoft shares rose 1.2%, providing the biggest boost to the S&amp;P 500 and Nasdaq, while energy shares also were higher along with oil prices. Energy rose 1.9% and was the day&#39;s best performer among sectors.</p><p>The Dow Jones Industrial Average rose 216.96 points, or 0.64%, to 34,189.97, the S&amp;P 500 gained 13.56 points, or 0.34%, to 3,983.17 and the Nasdaq Composite added 69.43 points, or 0.64%, to 11,001.10.</p><p>The S&amp;P 500 is now up 3.7% for the year so far.</p><p>&#34;The (CPI) report confirms that inflation is in a downward trend and that it has reversed,&#34; said Peter Cardillo, chief market economist at Spartan Capital Securities in New York.</p><p>Philadelphia Fed President Patrick Harker and St. Louis Fed President James Bullard acknowledged the moderation in prices, but stressed on the need for further monetary policy tightening to bring inflation down to the central bank&#39;s target.</p><p>The Fed raised the key rate by 50 basis points in December, after four back-to-back 75-bps hikes.</p><p>Big U.S. banks are forecast to report lower fourth-quarter profits, as lenders stockpile funds to prepare for an economic slowdown.</p><p>Also, overall S&amp;P 500 earnings are expected to have declined year-over-year in the fourth quarter, according to IBES data from Refinitiv, which would be the first quarterly U.S. earnings decline since 2020.</p><p>Tesla Inc shares ended near flat after Bloomberg, citing people familiar with the matter, reported the carmaker has delayed plans to expand its Shanghai factory.</p><p>Volume on U.S. exchanges was 12.14 billion shares, compared with the 10.88 billion average for the full session over the last 20 trading days.</p><p>Advancing issues outnumbered declining ones on the NYSE by a 3.75-to-1 ratio; on Nasdaq, a 2.50-to-1 ratio favored advancers.</p><p>The S&amp;P 500 posted 14 new 52-week highs and one new low; the Nasdaq Composite recorded 96 new highs and 16 new lows.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4504":"桥水持仓","BK4539":"次新股","BK4581":"高盛持仓","BK4534":"瑞士信贷持仓",".DJI":"道琼斯","BK4550":"红杉资本持仓","BK4079":"房地产服务","BK4585":"ETF&股票定投概念","BK4559":"巴菲特持仓",".IXIC":"NASDAQ Composite","MSFT":"微软","TSLA":"特斯拉",".SPX":"S&P 500 Index"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2303810335","content_text":"* U.S. consumer prices fall in December* Quarterly results from big banks due Friday* Indexes: Dow up 0.6%, S&P 500 up 0.3%, Nasdaq up 0.6%NEW YORK, Jan 12 (Reuters) - U.S. stocks closed slightly higher on Thursday as data showing a fall in consumer prices in December bolstered expectations of less aggressive interest rate hikes from the Federal Reserve.U.S consumer prices fell for the first time in more than 2-1/2 years in December, the report showed, giving some hope that inflation was now on a sustained downward trend.\"Most investors are seeing inflation come down. That's a positive sign, and I would expect earnings to be decent,\" said Gary Bradshaw, portfolio manager at Hodges Capital Management in Dallas, Texas.Friday brings results from a number of big U.S. banks, kicking off the start of the fourth-quarter earnings season for S&P 500 companies.Trading was choppy following the CPI data. Rents remained very high in the report, while the labor market remains tight, and inflation is still well above the Fed's target.A separate report on Thursday showed weekly jobless claims fell last week.But some strategists said the slowdown in U.S. inflation may pave the way for the Fed to be able to bring down consumer prices without badly damaging growth.Traders' bets of a 25-basis point rate hike by the Fed in February shot up to 91% after the data, from 77% previously.Microsoft shares rose 1.2%, providing the biggest boost to the S&P 500 and Nasdaq, while energy shares also were higher along with oil prices. Energy rose 1.9% and was the day's best performer among sectors.The Dow Jones Industrial Average rose 216.96 points, or 0.64%, to 34,189.97, the S&P 500 gained 13.56 points, or 0.34%, to 3,983.17 and the Nasdaq Composite added 69.43 points, or 0.64%, to 11,001.10.The S&P 500 is now up 3.7% for the year so far.\"The (CPI) report confirms that inflation is in a downward trend and that it has reversed,\" said Peter Cardillo, chief market economist at Spartan Capital Securities in New York.Philadelphia Fed President Patrick Harker and St. Louis Fed President James Bullard acknowledged the moderation in prices, but stressed on the need for further monetary policy tightening to bring inflation down to the central bank's target.The Fed raised the key rate by 50 basis points in December, after four back-to-back 75-bps hikes.Big U.S. banks are forecast to report lower fourth-quarter profits, as lenders stockpile funds to prepare for an economic slowdown.Also, overall S&P 500 earnings are expected to have declined year-over-year in the fourth quarter, according to IBES data from Refinitiv, which would be the first quarterly U.S. earnings decline since 2020.Tesla Inc shares ended near flat after Bloomberg, citing people familiar with the matter, reported the carmaker has delayed plans to expand its Shanghai factory.Volume on U.S. exchanges was 12.14 billion shares, compared with the 10.88 billion average for the full session over the last 20 trading days.Advancing issues outnumbered declining ones on the NYSE by a 3.75-to-1 ratio; on Nasdaq, a 2.50-to-1 ratio favored advancers.The S&P 500 posted 14 new 52-week highs and one new low; the Nasdaq Composite recorded 96 new highs and 16 new lows.","news_type":1},"isVote":1,"tweetType":1,"viewCount":225,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9951378821,"gmtCreate":1673408158864,"gmtModify":1676538832143,"author":{"id":"3582617881962608","authorId":"3582617881962608","name":"Ahsiang","avatar":"https://static.tigerbbs.com/310f96e7696af85ae33ece774a483d15","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582617881962608","authorIdStr":"3582617881962608"},"themes":[],"htmlText":"Pwr","listText":"Pwr","text":"Pwr","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9951378821","repostId":"2302632190","repostType":4,"repost":{"id":"2302632190","pubTimestamp":1673406117,"share":"https://ttm.financial/m/news/2302632190?lang=&edition=fundamental","pubTime":"2023-01-11 11:01","market":"us","language":"en","title":"Tesla Stock: Go Fishing Below $100?","url":"https://stock-news.laohu8.com/highlight/detail?id=2302632190","media":"Seeking Alpha","summary":"SummaryTSLA's 43% drop in just 2 last months looks like a textbook stock market overreaction against","content":"<html><head></head><body><h2>Summary</h2><ul><li>TSLA&#39;s 43% drop in just 2 last months looks like a textbook stock market overreaction against a backdrop of plenty of negative news.</li><li>The valuation of the company, which was previously considered too high, no longer seems so high, even if we focus only on free cash flows and their realistic projections.</li><li>I try to incorporate some really conservative assumptions into a DCF model and come up with a fair value of about $98.5 per share.</li><li>So once the price falls below this level, GARP investors might consider gradually building a position in the stock.</li><li>I leave my rating Neutral in the hope that TSLA will slide into undervaluation relatively soon.</li></ul><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/bf807f19c74502010904c6372b10e2e6\" tg-width=\"1080\" tg-height=\"720\" width=\"100%\" height=\"auto\"/><span>grandriver/E+ via Getty Images</span></p><h2>Intro &amp; Thesis</h2><p>This is my 5th post on Tesla, Inc. (NASDAQ:TSLA) and the 4th neutral one. In my opinion, the stock has experienced a textbook overreaction, as the valuation of the company, previously considered too high, no longer seems so, even if wefocus only on free cash flows and their realistic projections. I try to incorporate some conservative assumptions into a DCF model and come up with a fair value of about $98.5 per share - it seems to me that once the price falls below this level, GARP investors might consider gradually building a position in the stock.</p><h2>Tesla&#39;s Price Action: Causes &amp; Consequences</h2><p>Like the rest of the market at the time, Tesla stock began to experience growth problems in early November 2021 when, after rising nearly 60% just 1 month before, it began a sharp decline that was followed by bouts of recovery but eventually marked the beginning of a long-term downtrend that continues to this day.</p><p>The descending channel on the way down formed exciting entry points for TSLA to rally, but selling pressure was so intense that the stock could not resist and continued to update its local lows. As a result, TSLA has fallen &gt;74% from its November 2021 peak and is currently trading about 56% below its 200-day simple moving average:</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/8a28b85e5767a6de072aa2489bc31101\" tg-width=\"640\" tg-height=\"310\" width=\"100%\" height=\"auto\"/><span>TrendSpider, TSLA, author&#39;s notes</span></p><p>One of the biggest problems for the company at the start of its downward trajectory was valuation - recall that Tesla was trading at 160 times and 360 times TTM-based EV/EBITDA and price-to-earnings ratios, respectively, in November 2021:</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/23ba164f5855603b1dd81c83fba25e8c\" tg-width=\"640\" tg-height=\"484\" width=\"100%\" height=\"auto\"/><span>YCharts, TSLA, author&#39;s notes</span></p><p>The multiple contraction - at least based on the above 3 TTM-based metrics - was about 86.3%, which is too sharp a decline for a simple adjustment based on an interest rate hike. And if we look at the forward ratios, then the multiple contraction in some places reaches ~94%:</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/d5b1684ab867b6d7326ee0f804a94ab5\" tg-width=\"635\" tg-height=\"450\" width=\"100%\" height=\"auto\"/><span>Data by YCharts</span></p><p>To give you an idea of the extent of today&#39;s multiple contraction - during the COVID-19 era, EV/EBITDA ratio bottomed out at about 18-20x, while the 1-year forward ratio is now ~13x.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/f45de9e952829689c0fd6dcf9f437fdf\" tg-width=\"640\" tg-height=\"421\" width=\"100%\" height=\"auto\"/><span>YCharts, TSLA, author&#39;s notes</span></p><p>There must be a good reason for such a sharp decline - TSLA has several such reasons at once, and all of them are recent. However, the decline has also accelerated relatively recently - the stock lost &gt;36% over the past month.</p><p><i>The first</i> and perhaps most important reason for the fall is Elon Musk&#39;s refusal to step down as CEO of Twitter until he finds a worthy successor for the role. Tesla investors were [and presumably still are] concerned that the search will drag on and Musk will lose control of his main asset.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/9b701128d668ffb0d1438291dc6b398e\" tg-width=\"640\" tg-height=\"212\" width=\"100%\" height=\"auto\"/><span>Seeking Alpha News, author&#39;s notes</span></p><p><i>The second</i> news item is huge selling volumes from Musk, who mercilessly sold his shares in large portions in early November and December:</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/434305643aa50e6a7652c28035f50323\" tg-width=\"340\" tg-height=\"567\" width=\"100%\" height=\"auto\"/><span>TrendSpider, TSLA&#39;s Insiders, author&#39;s notes</span></p><p><i>The third</i> piece of news is the introduction of a new hiring freeze and further layoffs through 2023 (presumably Q1), as Electrek writes, citing &#34;a reliable source familiar with the matter.&#34;</p><p><i>The fourth piece</i> of news is thehalt of productionin Shanghai, which in 2021 accounted for 51.7% of Tesla&#39;s global production capacity. While the company did not specify a reason for the production halt, Reuters previously reported that the suspension of Model Y assembly at the Shanghai plant at the end of the month would be part of a 30% reduction in planned production for the model in December. Additionally, sources have noted that employees at Tesla&#39;s Gigafactory in Shanghai and supplier plants have been falling ill due to a recent outbreak of COVID cases in the area.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/19eb26f1096b415c5a4694ddade53ced\" tg-width=\"640\" tg-height=\"200\" width=\"100%\" height=\"auto\"/><span>Seeking Alpha News, author&#39;s notes</span></p><p><i>The fifth piece</i> of news is the record deliveries in Q4 2022 that the company announced a few days ago, which unfortunately for TSLA investors did not meet consensus estimates.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/3acf215e76cf3a376b3eb5ad27020e42\" tg-width=\"640\" tg-height=\"272\" width=\"100%\" height=\"auto\"/><span>Seeking Alpha News, author&#39;s notes</span></p><p><i>The sixth</i> <i>piece</i> of news was an addition to the 4th one - the company was forced to cut prices of its Model Y and Model 3 in China for the second time in less than three months.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/2a9bbae14d732bd0d60387c76beb4539\" tg-width=\"640\" tg-height=\"196\" width=\"100%\" height=\"auto\"/><span>Seeking Alpha News, author&#39;s notes</span></p><p>So all this news has created a kind of perfect storm that has led to an unprecedented multiple contraction discussed above.</p><p>Analysts at some investment banks have added fuel to the fire by massively lowering their price targets after the share price plunge - you know, previous recommendations of $200-250 per share would have assumed 77-87% growth in the stock over the next 12 months, which seems too generous and not permissible for the sell side.</p><p>One of the most significant downgrades, in my opinion, was made by analysts Ryan Brinkman,Rajat Gupta, CFA, Manasvi Garg, et al. of J.P. Morgan. Their valuation calculations and general reasoning seemed the most realistic to me [compared say to BofA and Goldman Sachs] back in October 2022. This time I think the bank&#39;s updated report deserves our attention, just like last time.</p><h2>JPMorgan&#39;s New $125 Target Price - Assumptions And Reality Check</h2><p>It is worth noting that, unlike the Street consensus, JPMorgan analysts expected Tesla to deliver significantly less in Q4 2022, so the company actually slightly outperformed the bank&#39;s internal forecasts by +4%. Citing multiple price cuts in China during the quarter and the $7,500 discount in the U.S. at the end of Q4, JPMorgan lowered its price target from $150 per share [October 2022] to $125 per share as of Jan. 3, 2023:</p><blockquote>4Q deliveries exceeded the 388,500 we had modeled by +4%. However, this modest beat to our deliveries estimate and modest miss to consensus appears to have come at the cost of atypically high discounting (for example, a $7,500 discount in the US late in 4Q more reminiscent of traditional automakers trading at substantially lower earnings multiples, and multiple price cuts in China throughout the quarter). We are lowering our 4Q EPS estimate from $1.19 prior — flowing only the +4% volume beat through our model would have implied EPS of $1.28, although, with the ratcheting down of pricing and margin expectations, we now forecast $1.16.</blockquote><blockquote>Source: JPMorgan on TSLA, January 3, 2023</blockquote><p>It&#39;s interesting to look at the assumptions the bank used in valuing Tesla. They assume that annual sales growth (while remaining impressive overall) is likely to decline every year from now on (they forecast +26% growth in FY2023, +24% in FY2024, and +20% in FY2025), even in the face of growing competition. Tesla&#39;s last model refresh (the updated S &amp; X) dates to spring 2021, and many competing models have entered the market since then. Investors&#39; forecasts for +50% annual growth have been helped by the fact that demand has so far outstripped supply. However, with significant capacity coming online in 2023 as a whole compared to 2022 (annual installed run-rate capacity according to 3Q22 shareholder letter of &gt; 1.9M as Austin and Berlin ramp compared to deliveries of 1.3M. in 2022), supply in FY2023 is unlikely to be the limiting factor on Tesla&#39;s deliveries that it has been in prior years, so a significant miss on deliveries relative to expectations could be particularly damaging to investors&#39; long-term expectations. As a result, analysts have significantly lowered their EPS estimates: FY2023 to $4.60 from $4.84, FY2024 to $5.15 from $5.35, and FY2025 to $5.55 from $5.65.</p><p>The new price target of $125 per share is predicated upon a 50/50 blend of DCF and 2025E-based multiples analysis (itself a blend of P/E, EV/EBITDA, and price-to-sales). To help you better understand the entire reasoning behind JPM&#39;s model, I have summarized the various parts of the model in one image:</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/58d337bc7188a17b2eeb4fe14ac90428\" tg-width=\"640\" tg-height=\"381\" width=\"100%\" height=\"auto\"/><span>JPMorgan&#39;s valuation model for Tesla, author&#39;s compilation with notes</span></p><p>The multiple-based analysis consists largely of comparing Tesla by 5 categories:</p><ul><li><i>Disruptive Technology</i>: Apple (AAPL), Google (GOOGL);</li><li><i>Clean Technology</i>: First Solar (FSLR), SunPower (SPWR);</li><li><i>Auto Tech / Innovation</i>: BorgWarner (BWA), Gentex (GNTX);</li><li><i>Luxury Automakers</i>: BMW (OTCPK:BMWYY), Mercedes (OTCPK:MBGAF);</li><li><i>High-Growth Automakers</i>: BYD (OTCPK:BYDDF), Great Wall (OTCPK:GWLLF), and SAIC Motor.</li></ul><p>As you can see, JPM did not include classic American manufacturers such as Ford (F) or General Motors (GM) in this list, which is unacceptable in my opinion - after all, the end market for them is almost the same. It seems to me that if the 6th category were included in the above list, the implied value for the entire segment would be somewhat less than the $148 per share we see now. So the DCF-based projections are a much more reliable metric, in my opinion.</p><p>I propose to independently build a DCF model to value TSLA stock -<i>how realistic is the current price in terms of its &#34;intrinsic value&#34;?</i></p><h2>DCF Based On My Reality</h2><p>I write &#34;<i>My Reality</i>&#34; because some of the assumptions I will take as a basis will most likely not coincide with yours - this is perfectly normal, I suggest discussing our contradictions in the comments section.</p><p>JPM has projected a gradual decline in revenue growth from +26% to +20% in the last projected year (FY25) - I want to be even more conservative here and assume that revenue will grow at a rate of 20% from FY23 to FY25, and by only 15% in FY26. Also, I expect the EBITDA margin to drop to 8% in FY23 (TTM EBITDA margin now = 21.65%) and EBIT margin to be negative -50 bps due to increased expenses (TTM EBIT margin now = 16.83%). So, I try to take into account the whole cascade of negative news I described at the very beginning of this article in the model. I also want to take into account the rather high risk of a recession somewhere in the middle of 2023, which I have mentioned repeatedly in my articles.</p><p>D&amp;A as a percentage of total revenue is expected to remain constant at 7.5% throughout the forecast period, although this percentage has declined rapidly in recent years - I expect D&amp;A non-cash costs to return to 2018-2019 levels as the asset base increases.</p><p>The working capital ratios - receivables to sales, inventories to sales, payables to sales - look fairly consistent and can be easily extrapolated for several years into the future without major changes [focus on averages]. The ratio of CAPEX to sales is one of the most important inputs, as this assumption strongly influences FCF generation. In the past, this ratio was quite variable. However, as Tesla scaled its operations, the ratio of this metric systematically decreased:</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/ccdcae0fc8c85194f0715743a4ba20c3\" tg-width=\"635\" tg-height=\"433\" width=\"100%\" height=\"auto\"/><span>Data by YCharts</span></p><p>In the event of a recession in 2023, I expect CAPEX-to-revenue to fall even further - to 7%. In 2024, it will grow again (8%) and gradually reach 9% in FY26 as production continues to expand.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/6a583e039e8dbab7ed4ba1d0c2ea6924\" tg-width=\"640\" tg-height=\"220\" width=\"100%\" height=\"auto\"/><span>stratosphere.io, author&#39;s inputs</span></p><p>The WACC of TSLA calculated by JPM at 12.3% is significantly more plausible than the WACC of Morgan Stanley at 9%.I calculate my WACC based on the CAPM model:</p><ul><li>beta = 1.9;</li><li>cost of debt = 8%;</li><li>tax rate = 15%;</li><li>risk-free rate = 3.6%;</li><li>cost of equity = 4.7%</li></ul><p>So my WACC is only 0.3% higher than JPM&#39;s - 12.6%. In my opinion, this is a very reasonable discount rate for the risk investors take in buying Tesla shares.</p><p>The only point where my model differs fundamentally from the JPM model is the long-term growth rate, in place of which I will use the EV/EBITDA exit multiple. Why?</p><p>Because if I take the same 10% long-term growth rate and lower it slightly, say to 9.5%, then my bottom line - TSLA&#39;s intrinsic share price - will drop almost 19%. In my opinion, this kind of sensitivity is unacceptable - it&#39;s much more reasonable to imagine what exit multiple Tesla might be trading at in a few years. In terms of EV/EBITDA, it&#39;s 13x today. Let us assume that despite the obvious market overreaction, TSLA&#39;s EV/EBITDA ratio does not rise [but does not fall much either] - 12x seems like a reasonable assumption to me.</p><p><i>So what is the result of all the above?</i></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/13419ad1fee629fc6c9ba13bbcd52b0c\" tg-width=\"920\" tg-height=\"922\" width=\"100%\" height=\"auto\"/><span>Source: Author&#39;s calculations</span></p><p>My model turned out to be very independent of how the WACC changes - that&#39;s not quite correct, but it&#39;s better than having it change 180 degrees after every little fluctuation in inputs.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/bc6371f1b624e264d364f70b147f8bb8\" tg-width=\"640\" tg-height=\"200\" width=\"100%\" height=\"auto\"/><span>Sensitivity table for author&#39;s DCF</span></p><h2>The Verdict For Tesla Stock</h2><p>No one knows exactly when the downward slide of Tesla stock will end. However, one thing seems clear to me - TSLA&#39;s 43% drop in just 2 last months looks like a textbook stock market overreaction against a backdrop of plenty of negative news and a lack of positive news for the company.</p><p>At the end of December, I assumed that TSLA would experience a strong rebound (then from a level of ~$120 per share) after Elon Musk announced that he would not sell his shares for another 1-2 years. And this one positive news would most likely be enough if no new negative news came. However, now the stock is quickly approaching its fair value, which can be achieved even based on very conservative assumptions.</p><p>I calculated that Tesla&#39;s fair value is about 13% below current levels. So investors looking for growth at a good price should start taking TSLA positions as soon as the next sell-off develops.</p><p>Since my fair price is lower than the current one and the market is moving very fast, I leave my rating Neutral in the hope that TSLA will slide into undervaluation relatively soon.</p><p><i>This article is written by Danil Sereda for reference only. Please note the risks.</i></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 Stock: Go Fishing Below $100?</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; 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}\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nTesla Stock: Go Fishing Below $100?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-01-11 11:01 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4568946-tesla-stock-go-fishing-below-100><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryTSLA's 43% drop in just 2 last months looks like a textbook stock market overreaction against a backdrop of plenty of negative news.The valuation of the company, which was previously considered...</p>\n\n<a href=\"https://seekingalpha.com/article/4568946-tesla-stock-go-fishing-below-100\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4099":"汽车制造商","IE00BWXC8680.SGD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A5\" (SGD) ACC","LU0823414478.USD":"法巴经典能源转换基金","LU0097036916.USD":"贝莱德美国增长A2 USD","BK4548":"巴美列捷福持仓","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","LU1852331112.SGD":"Blackrock World Technology Fund A2 SGD-H","LU1720051017.SGD":"Allianz Global Artificial Intelligence AT Acc H2-SGD","LU0316494557.USD":"FRANKLIN GLOBAL FUNDAMENTAL STRATEGIES \"A\" ACC","LU1861215975.USD":"贝莱德新一代科技基金 A2","LU0198837287.USD":"UBS (LUX) EQUITY SICAV - USA GROWTH \"P\" (USD) ACC","LU1548497426.USD":"安联环球人工智能AT Acc","LU1861558580.USD":"日兴方舟颠覆性创新基金B","LU0820561818.USD":"安联收益及增长平衡基金Cl AM DIS","LU1861220033.SGD":"Blackrock Next Generation Technology A2 SGD-H","LU1551013425.SGD":"Allianz Income and Growth Cl AMg2 DIS H2-SGD","BK4585":"ETF&股票定投概念","BK4527":"明星科技股","LU0348723411.USD":"ALLIANZ GLOBAL HI-TECH GROWTH \"A\" (USD) INC","BK4555":"新能源车","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","LU2357305700.SGD":"Allianz Global Artificial Intelligence ET H2-SGD","LU0234570918.USD":"高盛全球核心股票组合Acc Close","LU1861559042.SGD":"日兴方舟颠覆性创新基金B SGD","LU1839511570.USD":"WELLS FARGO GLOBAL FACTOR ENHANCED EQUITY \"I\" (USD) ACC","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","LU1551013342.USD":"Allianz Income and Growth Cl AMg2 DIS USD","BK4533":"AQR资本管理(全球第二大对冲基金)","LU0082616367.USD":"摩根大通美国科技A（dist）","BK4550":"红杉资本持仓","LU0056508442.USD":"贝莱德世界科技基金A2","LU0719512351.SGD":"JPMorgan Funds - US Technology A (acc) SGD","IE00B1XK9C88.USD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A\" (USD) ACC","BK4574":"无人驾驶","TSLA":"特斯拉","BK4551":"寇图资本持仓","BK4534":"瑞士信贷持仓","LU2249611893.SGD":"BNP PARIBAS ENERGY TRANSITION \"CRH\" (SGD) ACC","IE00BSNM7G36.USD":"NEUBERGER BERMAN SYSTEMATIC GLOBAL SUSTAINABLE VALUE \"A\" (USD) ACC","LU0234572021.USD":"高盛美国核心股票组合Acc","BK4511":"特斯拉概念","LU0820561909.HKD":"ALLIANZ INCOME AND GROWTH \"AM\" (HKD) INC","LU2063271972.USD":"富兰克林创新领域基金","BK4581":"高盛持仓"},"source_url":"https://seekingalpha.com/article/4568946-tesla-stock-go-fishing-below-100","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2302632190","content_text":"SummaryTSLA's 43% drop in just 2 last months looks like a textbook stock market overreaction against a backdrop of plenty of negative news.The valuation of the company, which was previously considered too high, no longer seems so high, even if we focus only on free cash flows and their realistic projections.I try to incorporate some really conservative assumptions into a DCF model and come up with a fair value of about $98.5 per share.So once the price falls below this level, GARP investors might consider gradually building a position in the stock.I leave my rating Neutral in the hope that TSLA will slide into undervaluation relatively soon.grandriver/E+ via Getty ImagesIntro & ThesisThis is my 5th post on Tesla, Inc. (NASDAQ:TSLA) and the 4th neutral one. In my opinion, the stock has experienced a textbook overreaction, as the valuation of the company, previously considered too high, no longer seems so, even if wefocus only on free cash flows and their realistic projections. I try to incorporate some conservative assumptions into a DCF model and come up with a fair value of about $98.5 per share - it seems to me that once the price falls below this level, GARP investors might consider gradually building a position in the stock.Tesla's Price Action: Causes & ConsequencesLike the rest of the market at the time, Tesla stock began to experience growth problems in early November 2021 when, after rising nearly 60% just 1 month before, it began a sharp decline that was followed by bouts of recovery but eventually marked the beginning of a long-term downtrend that continues to this day.The descending channel on the way down formed exciting entry points for TSLA to rally, but selling pressure was so intense that the stock could not resist and continued to update its local lows. As a result, TSLA has fallen >74% from its November 2021 peak and is currently trading about 56% below its 200-day simple moving average:TrendSpider, TSLA, author's notesOne of the biggest problems for the company at the start of its downward trajectory was valuation - recall that Tesla was trading at 160 times and 360 times TTM-based EV/EBITDA and price-to-earnings ratios, respectively, in November 2021:YCharts, TSLA, author's notesThe multiple contraction - at least based on the above 3 TTM-based metrics - was about 86.3%, which is too sharp a decline for a simple adjustment based on an interest rate hike. And if we look at the forward ratios, then the multiple contraction in some places reaches ~94%:Data by YChartsTo give you an idea of the extent of today's multiple contraction - during the COVID-19 era, EV/EBITDA ratio bottomed out at about 18-20x, while the 1-year forward ratio is now ~13x.YCharts, TSLA, author's notesThere must be a good reason for such a sharp decline - TSLA has several such reasons at once, and all of them are recent. However, the decline has also accelerated relatively recently - the stock lost >36% over the past month.The first and perhaps most important reason for the fall is Elon Musk's refusal to step down as CEO of Twitter until he finds a worthy successor for the role. Tesla investors were [and presumably still are] concerned that the search will drag on and Musk will lose control of his main asset.Seeking Alpha News, author's notesThe second news item is huge selling volumes from Musk, who mercilessly sold his shares in large portions in early November and December:TrendSpider, TSLA's Insiders, author's notesThe third piece of news is the introduction of a new hiring freeze and further layoffs through 2023 (presumably Q1), as Electrek writes, citing \"a reliable source familiar with the matter.\"The fourth piece of news is thehalt of productionin Shanghai, which in 2021 accounted for 51.7% of Tesla's global production capacity. While the company did not specify a reason for the production halt, Reuters previously reported that the suspension of Model Y assembly at the Shanghai plant at the end of the month would be part of a 30% reduction in planned production for the model in December. Additionally, sources have noted that employees at Tesla's Gigafactory in Shanghai and supplier plants have been falling ill due to a recent outbreak of COVID cases in the area.Seeking Alpha News, author's notesThe fifth piece of news is the record deliveries in Q4 2022 that the company announced a few days ago, which unfortunately for TSLA investors did not meet consensus estimates.Seeking Alpha News, author's notesThe sixth piece of news was an addition to the 4th one - the company was forced to cut prices of its Model Y and Model 3 in China for the second time in less than three months.Seeking Alpha News, author's notesSo all this news has created a kind of perfect storm that has led to an unprecedented multiple contraction discussed above.Analysts at some investment banks have added fuel to the fire by massively lowering their price targets after the share price plunge - you know, previous recommendations of $200-250 per share would have assumed 77-87% growth in the stock over the next 12 months, which seems too generous and not permissible for the sell side.One of the most significant downgrades, in my opinion, was made by analysts Ryan Brinkman,Rajat Gupta, CFA, Manasvi Garg, et al. of J.P. Morgan. Their valuation calculations and general reasoning seemed the most realistic to me [compared say to BofA and Goldman Sachs] back in October 2022. This time I think the bank's updated report deserves our attention, just like last time.JPMorgan's New $125 Target Price - Assumptions And Reality CheckIt is worth noting that, unlike the Street consensus, JPMorgan analysts expected Tesla to deliver significantly less in Q4 2022, so the company actually slightly outperformed the bank's internal forecasts by +4%. Citing multiple price cuts in China during the quarter and the $7,500 discount in the U.S. at the end of Q4, JPMorgan lowered its price target from $150 per share [October 2022] to $125 per share as of Jan. 3, 2023:4Q deliveries exceeded the 388,500 we had modeled by +4%. However, this modest beat to our deliveries estimate and modest miss to consensus appears to have come at the cost of atypically high discounting (for example, a $7,500 discount in the US late in 4Q more reminiscent of traditional automakers trading at substantially lower earnings multiples, and multiple price cuts in China throughout the quarter). We are lowering our 4Q EPS estimate from $1.19 prior — flowing only the +4% volume beat through our model would have implied EPS of $1.28, although, with the ratcheting down of pricing and margin expectations, we now forecast $1.16.Source: JPMorgan on TSLA, January 3, 2023It's interesting to look at the assumptions the bank used in valuing Tesla. They assume that annual sales growth (while remaining impressive overall) is likely to decline every year from now on (they forecast +26% growth in FY2023, +24% in FY2024, and +20% in FY2025), even in the face of growing competition. Tesla's last model refresh (the updated S & X) dates to spring 2021, and many competing models have entered the market since then. Investors' forecasts for +50% annual growth have been helped by the fact that demand has so far outstripped supply. However, with significant capacity coming online in 2023 as a whole compared to 2022 (annual installed run-rate capacity according to 3Q22 shareholder letter of > 1.9M as Austin and Berlin ramp compared to deliveries of 1.3M. in 2022), supply in FY2023 is unlikely to be the limiting factor on Tesla's deliveries that it has been in prior years, so a significant miss on deliveries relative to expectations could be particularly damaging to investors' long-term expectations. As a result, analysts have significantly lowered their EPS estimates: FY2023 to $4.60 from $4.84, FY2024 to $5.15 from $5.35, and FY2025 to $5.55 from $5.65.The new price target of $125 per share is predicated upon a 50/50 blend of DCF and 2025E-based multiples analysis (itself a blend of P/E, EV/EBITDA, and price-to-sales). To help you better understand the entire reasoning behind JPM's model, I have summarized the various parts of the model in one image:JPMorgan's valuation model for Tesla, author's compilation with notesThe multiple-based analysis consists largely of comparing Tesla by 5 categories:Disruptive Technology: Apple (AAPL), Google (GOOGL);Clean Technology: First Solar (FSLR), SunPower (SPWR);Auto Tech / Innovation: BorgWarner (BWA), Gentex (GNTX);Luxury Automakers: BMW (OTCPK:BMWYY), Mercedes (OTCPK:MBGAF);High-Growth Automakers: BYD (OTCPK:BYDDF), Great Wall (OTCPK:GWLLF), and SAIC Motor.As you can see, JPM did not include classic American manufacturers such as Ford (F) or General Motors (GM) in this list, which is unacceptable in my opinion - after all, the end market for them is almost the same. It seems to me that if the 6th category were included in the above list, the implied value for the entire segment would be somewhat less than the $148 per share we see now. So the DCF-based projections are a much more reliable metric, in my opinion.I propose to independently build a DCF model to value TSLA stock -how realistic is the current price in terms of its \"intrinsic value\"?DCF Based On My RealityI write \"My Reality\" because some of the assumptions I will take as a basis will most likely not coincide with yours - this is perfectly normal, I suggest discussing our contradictions in the comments section.JPM has projected a gradual decline in revenue growth from +26% to +20% in the last projected year (FY25) - I want to be even more conservative here and assume that revenue will grow at a rate of 20% from FY23 to FY25, and by only 15% in FY26. Also, I expect the EBITDA margin to drop to 8% in FY23 (TTM EBITDA margin now = 21.65%) and EBIT margin to be negative -50 bps due to increased expenses (TTM EBIT margin now = 16.83%). So, I try to take into account the whole cascade of negative news I described at the very beginning of this article in the model. I also want to take into account the rather high risk of a recession somewhere in the middle of 2023, which I have mentioned repeatedly in my articles.D&A as a percentage of total revenue is expected to remain constant at 7.5% throughout the forecast period, although this percentage has declined rapidly in recent years - I expect D&A non-cash costs to return to 2018-2019 levels as the asset base increases.The working capital ratios - receivables to sales, inventories to sales, payables to sales - look fairly consistent and can be easily extrapolated for several years into the future without major changes [focus on averages]. The ratio of CAPEX to sales is one of the most important inputs, as this assumption strongly influences FCF generation. In the past, this ratio was quite variable. However, as Tesla scaled its operations, the ratio of this metric systematically decreased:Data by YChartsIn the event of a recession in 2023, I expect CAPEX-to-revenue to fall even further - to 7%. In 2024, it will grow again (8%) and gradually reach 9% in FY26 as production continues to expand.stratosphere.io, author's inputsThe WACC of TSLA calculated by JPM at 12.3% is significantly more plausible than the WACC of Morgan Stanley at 9%.I calculate my WACC based on the CAPM model:beta = 1.9;cost of debt = 8%;tax rate = 15%;risk-free rate = 3.6%;cost of equity = 4.7%So my WACC is only 0.3% higher than JPM's - 12.6%. In my opinion, this is a very reasonable discount rate for the risk investors take in buying Tesla shares.The only point where my model differs fundamentally from the JPM model is the long-term growth rate, in place of which I will use the EV/EBITDA exit multiple. Why?Because if I take the same 10% long-term growth rate and lower it slightly, say to 9.5%, then my bottom line - TSLA's intrinsic share price - will drop almost 19%. In my opinion, this kind of sensitivity is unacceptable - it's much more reasonable to imagine what exit multiple Tesla might be trading at in a few years. In terms of EV/EBITDA, it's 13x today. Let us assume that despite the obvious market overreaction, TSLA's EV/EBITDA ratio does not rise [but does not fall much either] - 12x seems like a reasonable assumption to me.So what is the result of all the above?Source: Author's calculationsMy model turned out to be very independent of how the WACC changes - that's not quite correct, but it's better than having it change 180 degrees after every little fluctuation in inputs.Sensitivity table for author's DCFThe Verdict For Tesla StockNo one knows exactly when the downward slide of Tesla stock will end. However, one thing seems clear to me - TSLA's 43% drop in just 2 last months looks like a textbook stock market overreaction against a backdrop of plenty of negative news and a lack of positive news for the company.At the end of December, I assumed that TSLA would experience a strong rebound (then from a level of ~$120 per share) after Elon Musk announced that he would not sell his shares for another 1-2 years. And this one positive news would most likely be enough if no new negative news came. However, now the stock is quickly approaching its fair value, which can be achieved even based on very conservative assumptions.I calculated that Tesla's fair value is about 13% below current levels. So investors looking for growth at a good price should start taking TSLA positions as soon as the next sell-off develops.Since my fair price is lower than the current one and the market is moving very fast, I leave my rating Neutral in the hope that TSLA will slide into undervaluation relatively soon.This article is written by Danil Sereda for reference only. Please note the risks.","news_type":1},"isVote":1,"tweetType":1,"viewCount":338,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9953730225,"gmtCreate":1673323416867,"gmtModify":1676538818148,"author":{"id":"3582617881962608","authorId":"3582617881962608","name":"Ahsiang","avatar":"https://static.tigerbbs.com/310f96e7696af85ae33ece774a483d15","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582617881962608","authorIdStr":"3582617881962608"},"themes":[],"htmlText":"Sure anot","listText":"Sure anot","text":"Sure anot","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9953730225","repostId":"2302770074","repostType":4,"repost":{"id":"2302770074","pubTimestamp":1673330016,"share":"https://ttm.financial/m/news/2302770074?lang=&edition=fundamental","pubTime":"2023-01-10 13:53","market":"us","language":"en","title":"2 Breakout Growth Stocks You Can Buy and Hold for the Next Decade","url":"https://stock-news.laohu8.com/highlight/detail?id=2302770074","media":"Motley Fool","summary":"These category-leading companies are on track to deliver long-term wins.","content":"<html><head></head><body><h2>KEY POINTS</h2><ul><li>Growth stocks took a hit, but long-term investors shouldn&#39;t ignore top companies in the category.</li><li>Investors can capitalize on the growing need for services that enhance analytics capabilities.</li><li>Demand for high-performance cybersecurity technologies is on track to soar.</li></ul><p>Right now, market turbulence is very much in focus -- and it&#39;s been hitting growth-focused investors particularly hard. But take a moment to zoom out and look at the bigger picture.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/ec2d62a77a3c6030ee3af31f16eaf879\" tg-width=\"720\" tg-height=\"449\" referrerpolicy=\"no-referrer\"/><span>^SPX data by YCharts</span></p><p>The <b>S&amp;P 500</b> index delivered a total return of roughly 222% over the last decade, and the even more tech-heavy <b>Nasdaq Composite</b> index rose more than 278% across the same stretch. While macroeconomic challenges are currently shaping investor sentiment, top tech stocks remain a compelling vehicle for long-term wealth creation. Read on to see why taking a buy-and-hold approach to these growth stocks would be a great move on the heels of recent share-price pullbacks.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/3a545ae9e1e38cba06df4067b4771053\" tg-width=\"700\" tg-height=\"467\" referrerpolicy=\"no-referrer\"/><span>Image source: Getty Images.</span></p><h2>1. <a href=\"https://laohu8.com/S/SNOW\">Snowflake</a></h2><p><b>Snowflake</b>&#39;s Data Cloud platform makes it possible to combine, analyze, and act on information generated from cloud infrastructure services that would otherwise be walled off from each other. In terms of charting new strategies, carrying out day-to-day operations, and running applications in real time, the ability to access and analyze the full range of data available will only become increasingly important in the future.</p><p>The company ended its third quarter with 287 customers generating more than $1 million in revenue over the trailing 12-month period, up from 246 customers in Q2 and 148 in last year&#39;s third quarter. Along with a 65% increase in average spending from customers already using its services, new customer additions helped push product revenue up 67% year over year in Q3.</p><p>Snowflake&#39;s midpoint guidance calls for product revenue of approximately $1.92 billion in its 2023 fiscal year, which closes at the end of this month, representing 68.5% annual growth. Despite facing some macroeconomic headwinds, the business is scaling at an encouraging clip, and there&#39;s plenty of room for expansion over the long term.</p><p>For its fiscal year ending January 2029, the company still expects to post roughly 30% annual sales growth and reach revenue of approximately $10 billion. The company also anticipates recording a non-GAAP (adjusted) free-cash-flow margin of 25% that year. These targets suggest Snowflake would still likely be recording strong sales growth after the end of this projection period -- and doing so quite profitably.</p><p>With the stock trading down roughly 69% from its high, Snowflake is a worthwhile consideration for growth-focused investors seeking a stock capable of delivering big long-term wins.</p><h2>2. CrowdStrike</h2><p>Cyber criminals have many avenues they can use for attacks. By exploiting weaknesses in computers, mobile devices, and other hardware, bad actors can gain access to networks and wreak havoc until they are detected and removed. But <b>CrowdStrike</b>&#39;s Falcon software platform is helping to prevent endpoint devices from being exploited, and the business has a strong growth outlook as cybersecurity services continue to become increasingly essential.</p><p>CrowdStrike added 1,460 net new subscribers in the third quarter, good for growth of 44% year over year and bringing its total customer count in the category to 21,146.</p><p>More than 98% of customers using the company&#39;s products in the prior-year period were still using its services at the end of the most recent quarter, representing the best retention rate in its class. And the overall customer retention picture is actually much better than that.</p><p>CrowdStrike closed out Q3 with a dollar-based net revenue retention rate of 123.9%, which means that customers still using its services increased their spending by 23.9% compared to the prior-year period.</p><p>Through the combination of new customer additions and increased spending from those already using its services, CrowdStrike&#39;s revenue grew 53% year over year in the quarter to hit $580.9 million, and free cash flow rose 41% to reach $174.1 million.</p><p>CrowdStrike is rapidly gaining market share and still has a massive total-addressable-market (TAM) opportunity ahead of it. The company estimates that its TAM will expand from $76 billion to $158 billion in 2026, and the overall size of its addressable market should continue to grow from there.</p><p>With the business already posting impressive margins and expanding sales at a rapid clip, CrowdStrike stands out as a great stock for investors looking to benefit from the growing need for high-performance cybersecurity technologies. Trading down roughly 68% from its valuation peak, this category leader looks like a great buy for long-term investors.</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 Breakout Growth Stocks You Can Buy and Hold for the Next Decade</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 Breakout Growth Stocks You Can Buy and Hold for the Next Decade\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-01-10 13:53 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2023/01/09/breakout-growth-stocks-you-can-buy-and-hold-decade/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>KEY POINTSGrowth stocks took a hit, but long-term investors shouldn't ignore top companies in the category.Investors can capitalize on the growing need for services that enhance analytics capabilities...</p>\n\n<a href=\"https://www.fool.com/investing/2023/01/09/breakout-growth-stocks-you-can-buy-and-hold-decade/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4581":"高盛持仓","LU0109392836.USD":"富兰克林科技股A","BK4548":"巴美列捷福持仓","BK4532":"文艺复兴科技持仓","BK4554":"元宇宙及AR概念","SNOW":"Snowflake","LU1951198990.SGD":"Natixis Thematics AI & Robotics Fund H-R/A SGD-H","BK4585":"ETF&股票定投概念","LU1951200564.SGD":"Natixis Thematics AI & Robotics Fund R/A SGD","CRWD":"CrowdStrike Holdings, Inc.","LU1923623000.USD":"Natixis Thematics AI & Robotics Fund R/A USD","BK4535":"淡马锡持仓","BK4559":"巴菲特持仓","BK4116":"互联网服务与基础架构","BK4503":"景林资产持仓","LU0889565833.HKD":"FRANKLIN TECHNOLOGY \"A\" (HKD) ACC","BK4551":"寇图资本持仓","LU1803068979.SGD":"FTIF - Franklin Technology A (acc) SGD-H1","BK4505":"高瓴资本持仓"},"source_url":"https://www.fool.com/investing/2023/01/09/breakout-growth-stocks-you-can-buy-and-hold-decade/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2302770074","content_text":"KEY POINTSGrowth stocks took a hit, but long-term investors shouldn't ignore top companies in the category.Investors can capitalize on the growing need for services that enhance analytics capabilities.Demand for high-performance cybersecurity technologies is on track to soar.Right now, market turbulence is very much in focus -- and it's been hitting growth-focused investors particularly hard. But take a moment to zoom out and look at the bigger picture.^SPX data by YChartsThe S&P 500 index delivered a total return of roughly 222% over the last decade, and the even more tech-heavy Nasdaq Composite index rose more than 278% across the same stretch. While macroeconomic challenges are currently shaping investor sentiment, top tech stocks remain a compelling vehicle for long-term wealth creation. Read on to see why taking a buy-and-hold approach to these growth stocks would be a great move on the heels of recent share-price pullbacks.Image source: Getty Images.1. SnowflakeSnowflake's Data Cloud platform makes it possible to combine, analyze, and act on information generated from cloud infrastructure services that would otherwise be walled off from each other. In terms of charting new strategies, carrying out day-to-day operations, and running applications in real time, the ability to access and analyze the full range of data available will only become increasingly important in the future.The company ended its third quarter with 287 customers generating more than $1 million in revenue over the trailing 12-month period, up from 246 customers in Q2 and 148 in last year's third quarter. Along with a 65% increase in average spending from customers already using its services, new customer additions helped push product revenue up 67% year over year in Q3.Snowflake's midpoint guidance calls for product revenue of approximately $1.92 billion in its 2023 fiscal year, which closes at the end of this month, representing 68.5% annual growth. Despite facing some macroeconomic headwinds, the business is scaling at an encouraging clip, and there's plenty of room for expansion over the long term.For its fiscal year ending January 2029, the company still expects to post roughly 30% annual sales growth and reach revenue of approximately $10 billion. The company also anticipates recording a non-GAAP (adjusted) free-cash-flow margin of 25% that year. These targets suggest Snowflake would still likely be recording strong sales growth after the end of this projection period -- and doing so quite profitably.With the stock trading down roughly 69% from its high, Snowflake is a worthwhile consideration for growth-focused investors seeking a stock capable of delivering big long-term wins.2. CrowdStrikeCyber criminals have many avenues they can use for attacks. By exploiting weaknesses in computers, mobile devices, and other hardware, bad actors can gain access to networks and wreak havoc until they are detected and removed. But CrowdStrike's Falcon software platform is helping to prevent endpoint devices from being exploited, and the business has a strong growth outlook as cybersecurity services continue to become increasingly essential.CrowdStrike added 1,460 net new subscribers in the third quarter, good for growth of 44% year over year and bringing its total customer count in the category to 21,146.More than 98% of customers using the company's products in the prior-year period were still using its services at the end of the most recent quarter, representing the best retention rate in its class. And the overall customer retention picture is actually much better than that.CrowdStrike closed out Q3 with a dollar-based net revenue retention rate of 123.9%, which means that customers still using its services increased their spending by 23.9% compared to the prior-year period.Through the combination of new customer additions and increased spending from those already using its services, CrowdStrike's revenue grew 53% year over year in the quarter to hit $580.9 million, and free cash flow rose 41% to reach $174.1 million.CrowdStrike is rapidly gaining market share and still has a massive total-addressable-market (TAM) opportunity ahead of it. The company estimates that its TAM will expand from $76 billion to $158 billion in 2026, and the overall size of its addressable market should continue to grow from there.With the business already posting impressive margins and expanding sales at a rapid clip, CrowdStrike stands out as a great stock for investors looking to benefit from the growing need for high-performance cybersecurity technologies. Trading down roughly 68% from its valuation peak, this category leader looks like a great buy for long-term investors.","news_type":1},"isVote":1,"tweetType":1,"viewCount":292,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9953630685,"gmtCreate":1673230777548,"gmtModify":1676538802684,"author":{"id":"3582617881962608","authorId":"3582617881962608","name":"Ahsiang","avatar":"https://static.tigerbbs.com/310f96e7696af85ae33ece774a483d15","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582617881962608","authorIdStr":"3582617881962608"},"themes":[],"htmlText":"Pwrrrrrrrrrrrrrr&nbsp;","listText":"Pwrrrrrrrrrrrrrr&nbsp;","text":"Pwrrrrrrrrrrrrrr","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":15,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9953630685","repostId":"2302713787","repostType":4,"isVote":1,"tweetType":1,"viewCount":267,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9953309689,"gmtCreate":1673145870941,"gmtModify":1676538792217,"author":{"id":"3582617881962608","authorId":"3582617881962608","name":"Ahsiang","avatar":"https://static.tigerbbs.com/310f96e7696af85ae33ece774a483d15","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582617881962608","authorIdStr":"3582617881962608"},"themes":[],"htmlText":"Pwrrrrrrrrrrrrrr&nbsp;","listText":"Pwrrrrrrrrrrrrrr&nbsp;","text":"Pwrrrrrrrrrrrrrr","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9953309689","repostId":"2301475181","repostType":4,"repost":{"id":"2301475181","weMediaInfo":{"introduction":"Dow Jones publishes the world’s most trusted business news and financial information in a variety of media.","home_visible":0,"media_name":"Dow Jones","id":"106","head_image":"https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99"},"pubTimestamp":1673140820,"share":"https://ttm.financial/m/news/2301475181?lang=&edition=fundamental","pubTime":"2023-01-08 09:20","market":"us","language":"en","title":"Earnings Season Will Test the Market’s Great Start","url":"https://stock-news.laohu8.com/highlight/detail?id=2301475181","media":"Dow Jones","summary":"Investors got their Goldilocks jobs report on Friday morning, with a growing-but-slowing labor marke","content":"<html><head></head><body><p>Investors got their Goldilocks jobs report on Friday morning, with a growing-but-slowing labor market, a tick-up in participation, and a deceleration in the pace of wage gains.</p><p>It was the kind of release that makes an oft-wished-for soft landing seem almost possible.</p><p>If job growth can continue without fueling a wage-price spiral, then perhaps it won&#39;t take a recession to break the back of inflation, especially as increases in commodities and goods prices continue to reverse. The Federal Reserve could declare victory in its inflation fight and ease off its monetary policy tightening sooner rather than later in 2023, setting off rallies across asset classes.</p><p>So goes the bullish thinking.</p><p>That narrative was on display this past Friday when stock indexes surged to end a choppy holiday-shortened week higher. The S&amp;P 500 finished the week up 1.45%, the Dow Jones Industrial Average added 1.46%, and the Nasdaq Composite ticked up 0.98%.</p><p>If all that sounds familiar, it should. The Fed has stated that it plans to increase interest rates in early 2023, then hold there for some time. Federal-funds futures pricing, however, implies a peak in rates by the spring, then cuts in the back half of 2023. It&#39;s another sign that investors expect the Fed to change its tune. They hope Friday&#39;s jobs report sent the Fed a message -- its job is almost done.</p><p><img src=\"https://static.tigerbbs.com/d8d660bff719b54ee732ddb0da0da2f9\" tg-width=\"955\" tg-height=\"636\" referrerpolicy=\"no-referrer\"/></p><p>One data point, however, won&#39;t be enough to change the Fed&#39;s mind. The market will be looking to December&#39;s consumer price index this coming Thursday as its next macro bogey -- one that will provide additional fodder for the Fed&#39;s next policy meeting in February. The rate of inflation is expected to fall to 6.5% year over year from 7.1% in November.</p><p>But it&#39;s not just about the economic data. This coming Friday brings the start of fourth-quarter earnings season, with some major companies -- JPMorgan Chase (ticker: JPM), Bank of America (BAC), UnitedHealth Group (UNH), and Delta Air Lines (DAL) among them -- kicking off the festivities. The vast majority of the S&amp;P 500 will report over the following month and a half.</p><p>Few are expecting a good fourth quarter. In aggregate, S&amp;P 500 companies are expected to report their first losing quarter since 2020. Earnings per share are forecast to decline by 2.2% year over year, to $53.87, after roughly 4.4% growth in the third quarter and 8.4% in the second quarter, per IBES data from Refinitiv. The consensus fourth-quarter outlook became much gloomier as 2022 proceeded -- at the start of last year, analysts had penciled in 14.1% year-over-year earnings growth for the period.</p><p>Analysts&#39; current estimate would bring 2022 S&amp;P 500 EPS to $219.80, which would be up 5.6% for the year. It&#39;s likely to end up a bit better than that, as most companies tend to beat consensus estimates. Revenue, though, is forecast to rise 4.1% year over year in the fourth quarter, to $3.7 trillion, and 11.2% for all of 2022, to $13.8 trillion. The fact that sales are rising but earnings are falling is a sign that corporate profit margins appear to have peaked for this cycle.</p><p>The earnings slump won&#39;t hit all companies equally. The energy and industrial sectors are expected to be outliers, delivering EPS growth of 65% and 43%, respectively, from a year earlier. Those are among the cyclically sensitive companies that suffered the most during the Covid-19 recession and are still enjoying the rebound.</p><p>On the opposite end of the spectrum are materials, where earnings are forecast to drop by 22% as prices of many industrial inputs have returned to earth; communication services, down 21% due to an expected drop in advertising spending and continued streaming losses at many media companies; and consumer discretionary, down 15% on potentially weaker spending in 2023. Tech, which makes up close to a quarter of the S&amp;P 500&#39;s EPS, is expected to show a 9% decline in earnings in the fourth quarter as wage costs balloon at many software companies, enterprise demand slows, and semiconductors remain in a downturn. Expectations are so low that the fourth-quarter results could be strong relative to forecasts.</p><p>But those beats might not matter if companies can&#39;t provide at least a decent outlook for 2023.</p><p>The bottom-up consensus -- gleaned by summing the average earnings estimates from all individual stock and sector analysts for each of the companies in the S&amp;P 500 -- is for EPS to grow by 4.4% to $229.52 in 2023, according to Refinitiv, up from about $220 in 2022. Conversely, the top-down view of Wall Street strategists surveyed by Barron&#39;s in December calls for a 2.7% decline in S&amp;P 500 profits in 2023 to an average of $214 per share.</p><p>The difference is in the profit margins. Strategists see them getting squeezed by rising wages and higher interest costs, even as the prices they charge customers moderate. That&#39;s largely in line with the Fed&#39;s view that some elements of inflation are sticky and will take time -- and economic pain -- to bring down. If that scenario plays out, the shift lower in earnings expectations would make the market appear pricier even as the Fed continues to increase interest rates.</p><p>Needless to say, that&#39;s not a winning combination for stocks -- no matter what the jobs report said.</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Earnings Season Will Test the Market’s Great Start</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\">\nEarnings Season Will Test the Market’s Great Start\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Dow Jones </p>\n<p class=\"h-time\">2023-01-08 09:20</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Investors got their Goldilocks jobs report on Friday morning, with a growing-but-slowing labor market, a tick-up in participation, and a deceleration in the pace of wage gains.</p><p>It was the kind of release that makes an oft-wished-for soft landing seem almost possible.</p><p>If job growth can continue without fueling a wage-price spiral, then perhaps it won&#39;t take a recession to break the back of inflation, especially as increases in commodities and goods prices continue to reverse. The Federal Reserve could declare victory in its inflation fight and ease off its monetary policy tightening sooner rather than later in 2023, setting off rallies across asset classes.</p><p>So goes the bullish thinking.</p><p>That narrative was on display this past Friday when stock indexes surged to end a choppy holiday-shortened week higher. The S&amp;P 500 finished the week up 1.45%, the Dow Jones Industrial Average added 1.46%, and the Nasdaq Composite ticked up 0.98%.</p><p>If all that sounds familiar, it should. The Fed has stated that it plans to increase interest rates in early 2023, then hold there for some time. Federal-funds futures pricing, however, implies a peak in rates by the spring, then cuts in the back half of 2023. It&#39;s another sign that investors expect the Fed to change its tune. They hope Friday&#39;s jobs report sent the Fed a message -- its job is almost done.</p><p><img src=\"https://static.tigerbbs.com/d8d660bff719b54ee732ddb0da0da2f9\" tg-width=\"955\" tg-height=\"636\" referrerpolicy=\"no-referrer\"/></p><p>One data point, however, won&#39;t be enough to change the Fed&#39;s mind. The market will be looking to December&#39;s consumer price index this coming Thursday as its next macro bogey -- one that will provide additional fodder for the Fed&#39;s next policy meeting in February. The rate of inflation is expected to fall to 6.5% year over year from 7.1% in November.</p><p>But it&#39;s not just about the economic data. This coming Friday brings the start of fourth-quarter earnings season, with some major companies -- JPMorgan Chase (ticker: JPM), Bank of America (BAC), UnitedHealth Group (UNH), and Delta Air Lines (DAL) among them -- kicking off the festivities. The vast majority of the S&amp;P 500 will report over the following month and a half.</p><p>Few are expecting a good fourth quarter. In aggregate, S&amp;P 500 companies are expected to report their first losing quarter since 2020. Earnings per share are forecast to decline by 2.2% year over year, to $53.87, after roughly 4.4% growth in the third quarter and 8.4% in the second quarter, per IBES data from Refinitiv. The consensus fourth-quarter outlook became much gloomier as 2022 proceeded -- at the start of last year, analysts had penciled in 14.1% year-over-year earnings growth for the period.</p><p>Analysts&#39; current estimate would bring 2022 S&amp;P 500 EPS to $219.80, which would be up 5.6% for the year. It&#39;s likely to end up a bit better than that, as most companies tend to beat consensus estimates. Revenue, though, is forecast to rise 4.1% year over year in the fourth quarter, to $3.7 trillion, and 11.2% for all of 2022, to $13.8 trillion. The fact that sales are rising but earnings are falling is a sign that corporate profit margins appear to have peaked for this cycle.</p><p>The earnings slump won&#39;t hit all companies equally. The energy and industrial sectors are expected to be outliers, delivering EPS growth of 65% and 43%, respectively, from a year earlier. Those are among the cyclically sensitive companies that suffered the most during the Covid-19 recession and are still enjoying the rebound.</p><p>On the opposite end of the spectrum are materials, where earnings are forecast to drop by 22% as prices of many industrial inputs have returned to earth; communication services, down 21% due to an expected drop in advertising spending and continued streaming losses at many media companies; and consumer discretionary, down 15% on potentially weaker spending in 2023. Tech, which makes up close to a quarter of the S&amp;P 500&#39;s EPS, is expected to show a 9% decline in earnings in the fourth quarter as wage costs balloon at many software companies, enterprise demand slows, and semiconductors remain in a downturn. Expectations are so low that the fourth-quarter results could be strong relative to forecasts.</p><p>But those beats might not matter if companies can&#39;t provide at least a decent outlook for 2023.</p><p>The bottom-up consensus -- gleaned by summing the average earnings estimates from all individual stock and sector analysts for each of the companies in the S&amp;P 500 -- is for EPS to grow by 4.4% to $229.52 in 2023, according to Refinitiv, up from about $220 in 2022. Conversely, the top-down view of Wall Street strategists surveyed by Barron&#39;s in December calls for a 2.7% decline in S&amp;P 500 profits in 2023 to an average of $214 per share.</p><p>The difference is in the profit margins. Strategists see them getting squeezed by rising wages and higher interest costs, even as the prices they charge customers moderate. That&#39;s largely in line with the Fed&#39;s view that some elements of inflation are sticky and will take time -- and economic pain -- to bring down. If that scenario plays out, the shift lower in earnings expectations would make the market appear pricier even as the Fed continues to increase interest rates.</p><p>Needless to say, that&#39;s not a winning combination for stocks -- no matter what the jobs report said.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BAC":"美国银行",".DJI":"道琼斯","DAL":"达美航空",".IXIC":"NASDAQ Composite","JPM":"摩根大通",".SPX":"S&P 500 Index","UNH":"联合健康"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2301475181","content_text":"Investors got their Goldilocks jobs report on Friday morning, with a growing-but-slowing labor market, a tick-up in participation, and a deceleration in the pace of wage gains.It was the kind of release that makes an oft-wished-for soft landing seem almost possible.If job growth can continue without fueling a wage-price spiral, then perhaps it won't take a recession to break the back of inflation, especially as increases in commodities and goods prices continue to reverse. The Federal Reserve could declare victory in its inflation fight and ease off its monetary policy tightening sooner rather than later in 2023, setting off rallies across asset classes.So goes the bullish thinking.That narrative was on display this past Friday when stock indexes surged to end a choppy holiday-shortened week higher. The S&P 500 finished the week up 1.45%, the Dow Jones Industrial Average added 1.46%, and the Nasdaq Composite ticked up 0.98%.If all that sounds familiar, it should. The Fed has stated that it plans to increase interest rates in early 2023, then hold there for some time. Federal-funds futures pricing, however, implies a peak in rates by the spring, then cuts in the back half of 2023. It's another sign that investors expect the Fed to change its tune. They hope Friday's jobs report sent the Fed a message -- its job is almost done.One data point, however, won't be enough to change the Fed's mind. The market will be looking to December's consumer price index this coming Thursday as its next macro bogey -- one that will provide additional fodder for the Fed's next policy meeting in February. The rate of inflation is expected to fall to 6.5% year over year from 7.1% in November.But it's not just about the economic data. This coming Friday brings the start of fourth-quarter earnings season, with some major companies -- JPMorgan Chase (ticker: JPM), Bank of America (BAC), UnitedHealth Group (UNH), and Delta Air Lines (DAL) among them -- kicking off the festivities. The vast majority of the S&P 500 will report over the following month and a half.Few are expecting a good fourth quarter. In aggregate, S&P 500 companies are expected to report their first losing quarter since 2020. Earnings per share are forecast to decline by 2.2% year over year, to $53.87, after roughly 4.4% growth in the third quarter and 8.4% in the second quarter, per IBES data from Refinitiv. The consensus fourth-quarter outlook became much gloomier as 2022 proceeded -- at the start of last year, analysts had penciled in 14.1% year-over-year earnings growth for the period.Analysts' current estimate would bring 2022 S&P 500 EPS to $219.80, which would be up 5.6% for the year. It's likely to end up a bit better than that, as most companies tend to beat consensus estimates. Revenue, though, is forecast to rise 4.1% year over year in the fourth quarter, to $3.7 trillion, and 11.2% for all of 2022, to $13.8 trillion. The fact that sales are rising but earnings are falling is a sign that corporate profit margins appear to have peaked for this cycle.The earnings slump won't hit all companies equally. The energy and industrial sectors are expected to be outliers, delivering EPS growth of 65% and 43%, respectively, from a year earlier. Those are among the cyclically sensitive companies that suffered the most during the Covid-19 recession and are still enjoying the rebound.On the opposite end of the spectrum are materials, where earnings are forecast to drop by 22% as prices of many industrial inputs have returned to earth; communication services, down 21% due to an expected drop in advertising spending and continued streaming losses at many media companies; and consumer discretionary, down 15% on potentially weaker spending in 2023. Tech, which makes up close to a quarter of the S&P 500's EPS, is expected to show a 9% decline in earnings in the fourth quarter as wage costs balloon at many software companies, enterprise demand slows, and semiconductors remain in a downturn. Expectations are so low that the fourth-quarter results could be strong relative to forecasts.But those beats might not matter if companies can't provide at least a decent outlook for 2023.The bottom-up consensus -- gleaned by summing the average earnings estimates from all individual stock and sector analysts for each of the companies in the S&P 500 -- is for EPS to grow by 4.4% to $229.52 in 2023, according to Refinitiv, up from about $220 in 2022. Conversely, the top-down view of Wall Street strategists surveyed by Barron's in December calls for a 2.7% decline in S&P 500 profits in 2023 to an average of $214 per share.The difference is in the profit margins. Strategists see them getting squeezed by rising wages and higher interest costs, even as the prices they charge customers moderate. That's largely in line with the Fed's view that some elements of inflation are sticky and will take time -- and economic pain -- to bring down. If that scenario plays out, the shift lower in earnings expectations would make the market appear pricier even as the Fed continues to increase interest rates.Needless to say, that's not a winning combination for stocks -- no matter what the jobs report said.","news_type":1},"isVote":1,"tweetType":1,"viewCount":143,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9959762699,"gmtCreate":1673073229412,"gmtModify":1676538784075,"author":{"id":"3582617881962608","authorId":"3582617881962608","name":"Ahsiang","avatar":"https://static.tigerbbs.com/310f96e7696af85ae33ece774a483d15","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582617881962608","authorIdStr":"3582617881962608"},"themes":[],"htmlText":"Gogogo","listText":"Gogogo","text":"Gogogo","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9959762699","repostId":"2301620946","repostType":4,"repost":{"id":"2301620946","pubTimestamp":1673051740,"share":"https://ttm.financial/m/news/2301620946?lang=&edition=fundamental","pubTime":"2023-01-07 08:35","market":"us","language":"en","title":"Is Now the Time to Go All-In on Tesla Stock?","url":"https://stock-news.laohu8.com/highlight/detail?id=2301620946","media":"Motley Fool","summary":"Tesla stock has never been this inexpensive, but there are some good reasons for that.","content":"<html><head></head><body><h2>KEY POINTS</h2><ul><li>If you think Tesla is just a consumer EV play, then it&#39;s not a compelling buy.</li><li>But if you think Tesla will become a major player in the commercial trucking industry and be a leader in autonomous technology, then it&#39;s a great time to buy.</li><li>Tesla could fail to meet its lofty goals over the next couple of years.</li></ul><p><b>Tesla</b> stock had a rough first day of the 2023 trading calendar year, falling 12.2%. But shares were down as much as 15% at one point during the session.</p><p>The sell-off was largely due to Tesla&#39;s disappointing delivery numbers for Q4 2022, which were released on Monday when markets were closed. Tesla achieved record deliveries of 1.314 million vehicles in 2022, including 405,278 deliveries in Q4 alone. But many analysts, such as Wedbush Securities&#39; Dan Ives, were expecting a Q4 delivery figure in the range of 415,000 to 420,000.</p><p>Tesla produced 8.5% more vehicles than it delivered for the quarter. It remains to be seen if the gap between production and deliveries was due to decreasing demand or logistics issues. Either way, the lower-than-expected delivery number adds yet another cause for concern to a stock that is down a staggering 59% in the last three months.</p><p>With the stock hitting a two-year intraday low on Monday, is now the time to go all-in? Or could there be more pain ahead for the electric vehicle (EV) industry leader?</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/9647ab92415cfa85ca674b8957ba91b9\" tg-width=\"700\" tg-height=\"525\" width=\"100%\" height=\"auto\"/><span>Image source: Tesla.</span></p><h2>A tale of two investment theses</h2><p><b>Daniel Foelber:</b> As tempting as it may be to buy Tesla amid the steep sell-off, I think investors should first take a step back and decide what they believe Tesla&#39;s value proposition really is.</p><p>There are many facets to Tesla&#39;s business. The core is the production and sale of electric cars to consumers, which has a lot of room for growth in its own right.</p><p>But the bigger growth story is arguably the company&#39;s penetration into the trucking industry, as well as its proprietary autonomous driving technology.</p><p>There are plenty of companies that are working on lowering emissions for Class 8 trucks by substituting diesel for compressed natural gas or using alternative fuels. But no company has achieved the milestones that Tesla has with its electric semi-truck. In November of last year, Tesla&#39;s semi-truck achieved 500 miles of range with a full load. By comparison, <b>Volvo</b>&#39;s electric FM truck has a range of over 235 miles. However, the electric semi-truck race is just as much about cost and availability as it is about specs. Even so, Tesla&#39;s progress indicates that the electric semi-truck industry could one day end up being more profitable for Tesla than its consumer cars. But that&#39;s a big &#34;if.&#34; And in the meantime, it&#39;s going to cost a lot of money to scale semi-truck production.</p><p>In addition to the semi-truck and autonomous driving markets, there&#39;s the opportunity for Tesla to expand its renewable energy generation and storage efforts, which remain a sideshow at this point.</p><p>Investors interested in the EV industry are getting a rare opportunity to buy Tesla stock at its lowest forward price to earnings ratio ever. However, the stock is still more expensive today than it was from 2016 to 2019 based on its tangible book value.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/febd5852afe0bfb3481820aec769acae\" tg-width=\"720\" tg-height=\"496\" width=\"100%\" height=\"auto\"/><span>TSLA PE Ratio (Forward) data by YCharts</span></p><p>The company is likely to take market share in a slowdown because it has the balance sheet and operating margin to handle weakening demand better than its EV competitors. That advantage alone justifies opening a starter position in Tesla stock.</p><p>But if you&#39;re the kind of investor that believes Tesla has a chance to disrupt the autonomous driving industry and take market share across the transportation industry (including the trucking industry), then making Tesla a top-10 -- or even top-five -- holding makes a lot of sense, especially at this price.</p><h2>Accumulation is a safer approach</h2><p><b>Howard Smith:</b> Investors have had high expectations for Tesla over the past three years, and have assigned it a correspondingly high valuation. But for those that believe the company and EV sector will continue to grow, the 65% drop in the stock price in 2022 provides a compelling opportunity to invest in the industry leader. I do believe that, and I did recently add Tesla shares to my portfolio. That doesn&#39;t mean it&#39;s necessarily a good idea to jump in with an outsized position, however.</p><p>That&#39;s especially true with Tesla, since it is in a still-evolving sector and could disappoint investors in the near term. A case in point was its recently announced fourth-quarter vehicle delivery data. The shortfall in deliveries came as demand has been impacted by increasing competition, slowing global economies, and the effects of COVID-19 spreading in China.</p><p>Looking at the bigger picture, however, the company&#39;s growth remains strong. Its production increased 47% in 2022 versus 2021. But deliveries only increased 40%, leading investors to believe Tesla might not, in fact, meet its previous projections to average 50% growth over the next few years.</p><p>That said, now seems to be a good time to begin buying, or adding to your position. Even if Tesla grows earnings by only 30%, it recently was priced at a price/earnings-to-growth (PEG) ratio of below 1.0 based on 2023 estimates. Accumulating shares makes sense now for long-term investors, but there may be better prices to add more later. That&#39;s a good reason not to jump in all at once.</p><h2>Tesla is a battleground stock for a reason</h2><p>As swift and brutal as the Tesla stock sell-off has been, there are valid reasons why Tesla stock deserved to fall. The valuation had gotten nosebleed, to put it lightly. Tesla stock rose 743% in 2020 and then <i>another</i> 50% in 2021 for a two-year gain of -- wait for it -- 1,263%.</p><p>Tesla stock could easily set new all-time highs in the future. The problem with stock prices rising so quickly is that the company has to hit lofty goals to make the valuation reasonable. And as impressive as Tesla&#39;s growth has been, a mix of macroeconomic and self-inflicted challenges are making those lofty goals increasingly unlikely. Missing delivery expectation paired with the possibility of a recession (and slowing demand for discretionary purchases like cars) adds another layer of issues impacting Tesla.</p><p>In sum, now isn&#39;t the time to go all-in on Tesla stock. But it is the perfect opportunity to reassess what your investment thesis for Tesla is, as well as if you want to open a starter position in Tesla or add to Tesla stock now that it&#39;s at a reasonable valuation.</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>Is Now the Time to Go All-In on Tesla 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; 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}\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nIs Now the Time to Go All-In on Tesla Stock?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-01-07 08:35 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2023/01/06/is-now-the-time-to-go-all-in-on-tesla-stock/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>KEY POINTSIf you think Tesla is just a consumer EV play, then it's not a compelling buy.But if you think Tesla will become a major player in the commercial trucking industry and be a leader in ...</p>\n\n<a href=\"https://www.fool.com/investing/2023/01/06/is-now-the-time-to-go-all-in-on-tesla-stock/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU1551013425.SGD":"Allianz Income and Growth Cl AMg2 DIS H2-SGD","LU0348723411.USD":"ALLIANZ GLOBAL HI-TECH GROWTH \"A\" (USD) INC","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","BK4585":"ETF&股票定投概念","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","BK4534":"瑞士信贷持仓","BK4555":"新能源车","LU0823411888.USD":"法巴消费创新基金 Cap","BK4533":"AQR资本管理(全球第二大对冲基金)","LU1551013342.USD":"Allianz Income and Growth Cl AMg2 DIS USD","LU0234572021.USD":"高盛美国核心股票组合Acc","LU0056508442.USD":"贝莱德世界科技基金A2","LU0719512351.SGD":"JPMorgan Funds - US Technology A (acc) SGD","IE00B1XK9C88.USD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A\" (USD) ACC","BK4527":"明星科技股","LU0082616367.USD":"摩根大通美国科技A（dist）","BK4550":"红杉资本持仓","LU0820561909.HKD":"ALLIANZ INCOME AND GROWTH \"AM\" (HKD) INC","LU0053666078.USD":"摩根大通基金-美国股票A（离岸）美元","IE00BSNM7G36.USD":"NEUBERGER BERMAN SYSTEMATIC GLOBAL SUSTAINABLE VALUE \"A\" (USD) ACC","LU2249611893.SGD":"BNP PARIBAS ENERGY TRANSITION \"CRH\" (SGD) ACC","LU2357305700.SGD":"Allianz Global Artificial Intelligence ET H2-SGD","LU2063271972.USD":"富兰克林创新领域基金","BK4574":"无人驾驶","BK4551":"寇图资本持仓","LU0234570918.USD":"高盛全球核心股票组合Acc Close","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","LU2087621335.USD":"ALLSPRING GLOBAL FACTOR ENHANCED EQUITY \"A\" (USD) ACC","BK4581":"高盛持仓","LU0689472784.USD":"安联收益及增长基金Cl AM AT Acc","LU1852331112.SGD":"Blackrock World Technology Fund A2 SGD-H","LU1720051017.SGD":"Allianz Global Artificial Intelligence AT Acc H2-SGD","BK4099":"汽车制造商","LU0316494557.USD":"FRANKLIN GLOBAL FUNDAMENTAL STRATEGIES \"A\" ACC","BK4511":"特斯拉概念","LU1861215975.USD":"贝莱德新一代科技基金 A2","BK4548":"巴美列捷福持仓","LU1548497426.USD":"安联环球人工智能AT Acc","LU0198837287.USD":"UBS (LUX) EQUITY SICAV - USA GROWTH \"P\" (USD) ACC","LU1861558580.USD":"日兴方舟颠覆性创新基金B","LU1861220033.SGD":"Blackrock Next Generation Technology A2 SGD-H","LU0820561818.USD":"安联收益及增长平衡基金Cl AM DIS"},"source_url":"https://www.fool.com/investing/2023/01/06/is-now-the-time-to-go-all-in-on-tesla-stock/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2301620946","content_text":"KEY POINTSIf you think Tesla is just a consumer EV play, then it's not a compelling buy.But if you think Tesla will become a major player in the commercial trucking industry and be a leader in autonomous technology, then it's a great time to buy.Tesla could fail to meet its lofty goals over the next couple of years.Tesla stock had a rough first day of the 2023 trading calendar year, falling 12.2%. But shares were down as much as 15% at one point during the session.The sell-off was largely due to Tesla's disappointing delivery numbers for Q4 2022, which were released on Monday when markets were closed. Tesla achieved record deliveries of 1.314 million vehicles in 2022, including 405,278 deliveries in Q4 alone. But many analysts, such as Wedbush Securities' Dan Ives, were expecting a Q4 delivery figure in the range of 415,000 to 420,000.Tesla produced 8.5% more vehicles than it delivered for the quarter. It remains to be seen if the gap between production and deliveries was due to decreasing demand or logistics issues. Either way, the lower-than-expected delivery number adds yet another cause for concern to a stock that is down a staggering 59% in the last three months.With the stock hitting a two-year intraday low on Monday, is now the time to go all-in? Or could there be more pain ahead for the electric vehicle (EV) industry leader?Image source: Tesla.A tale of two investment thesesDaniel Foelber: As tempting as it may be to buy Tesla amid the steep sell-off, I think investors should first take a step back and decide what they believe Tesla's value proposition really is.There are many facets to Tesla's business. The core is the production and sale of electric cars to consumers, which has a lot of room for growth in its own right.But the bigger growth story is arguably the company's penetration into the trucking industry, as well as its proprietary autonomous driving technology.There are plenty of companies that are working on lowering emissions for Class 8 trucks by substituting diesel for compressed natural gas or using alternative fuels. But no company has achieved the milestones that Tesla has with its electric semi-truck. In November of last year, Tesla's semi-truck achieved 500 miles of range with a full load. By comparison, Volvo's electric FM truck has a range of over 235 miles. However, the electric semi-truck race is just as much about cost and availability as it is about specs. Even so, Tesla's progress indicates that the electric semi-truck industry could one day end up being more profitable for Tesla than its consumer cars. But that's a big \"if.\" And in the meantime, it's going to cost a lot of money to scale semi-truck production.In addition to the semi-truck and autonomous driving markets, there's the opportunity for Tesla to expand its renewable energy generation and storage efforts, which remain a sideshow at this point.Investors interested in the EV industry are getting a rare opportunity to buy Tesla stock at its lowest forward price to earnings ratio ever. However, the stock is still more expensive today than it was from 2016 to 2019 based on its tangible book value.TSLA PE Ratio (Forward) data by YChartsThe company is likely to take market share in a slowdown because it has the balance sheet and operating margin to handle weakening demand better than its EV competitors. That advantage alone justifies opening a starter position in Tesla stock.But if you're the kind of investor that believes Tesla has a chance to disrupt the autonomous driving industry and take market share across the transportation industry (including the trucking industry), then making Tesla a top-10 -- or even top-five -- holding makes a lot of sense, especially at this price.Accumulation is a safer approachHoward Smith: Investors have had high expectations for Tesla over the past three years, and have assigned it a correspondingly high valuation. But for those that believe the company and EV sector will continue to grow, the 65% drop in the stock price in 2022 provides a compelling opportunity to invest in the industry leader. I do believe that, and I did recently add Tesla shares to my portfolio. That doesn't mean it's necessarily a good idea to jump in with an outsized position, however.That's especially true with Tesla, since it is in a still-evolving sector and could disappoint investors in the near term. A case in point was its recently announced fourth-quarter vehicle delivery data. The shortfall in deliveries came as demand has been impacted by increasing competition, slowing global economies, and the effects of COVID-19 spreading in China.Looking at the bigger picture, however, the company's growth remains strong. Its production increased 47% in 2022 versus 2021. But deliveries only increased 40%, leading investors to believe Tesla might not, in fact, meet its previous projections to average 50% growth over the next few years.That said, now seems to be a good time to begin buying, or adding to your position. Even if Tesla grows earnings by only 30%, it recently was priced at a price/earnings-to-growth (PEG) ratio of below 1.0 based on 2023 estimates. Accumulating shares makes sense now for long-term investors, but there may be better prices to add more later. That's a good reason not to jump in all at once.Tesla is a battleground stock for a reasonAs swift and brutal as the Tesla stock sell-off has been, there are valid reasons why Tesla stock deserved to fall. The valuation had gotten nosebleed, to put it lightly. Tesla stock rose 743% in 2020 and then another 50% in 2021 for a two-year gain of -- wait for it -- 1,263%.Tesla stock could easily set new all-time highs in the future. The problem with stock prices rising so quickly is that the company has to hit lofty goals to make the valuation reasonable. And as impressive as Tesla's growth has been, a mix of macroeconomic and self-inflicted challenges are making those lofty goals increasingly unlikely. Missing delivery expectation paired with the possibility of a recession (and slowing demand for discretionary purchases like cars) adds another layer of issues impacting Tesla.In sum, now isn't the time to go all-in on Tesla stock. But it is the perfect opportunity to reassess what your investment thesis for Tesla is, as well as if you want to open a starter position in Tesla or add to Tesla stock now that it's at a reasonable valuation.","news_type":1},"isVote":1,"tweetType":1,"viewCount":147,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"hots":[{"id":9953630685,"gmtCreate":1673230777548,"gmtModify":1676538802684,"author":{"id":"3582617881962608","authorId":"3582617881962608","name":"Ahsiang","avatar":"https://static.tigerbbs.com/310f96e7696af85ae33ece774a483d15","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3582617881962608","idStr":"3582617881962608"},"themes":[],"htmlText":"Pwrrrrrrrrrrrrrr&nbsp;","listText":"Pwrrrrrrrrrrrrrr&nbsp;","text":"Pwrrrrrrrrrrrrrr","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":15,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9953630685","repostId":"2302713787","repostType":4,"repost":{"id":"2302713787","weMediaInfo":{"introduction":"Dow Jones publishes the world’s most trusted business news and financial information in a variety of media.","home_visible":0,"media_name":"Dow Jones","id":"106","head_image":"https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99"},"pubTimestamp":1673217587,"share":"https://ttm.financial/m/news/2302713787?lang=&edition=fundamental","pubTime":"2023-01-09 06:39","market":"us","language":"en","title":"Inflation Data, Banks Kick off Earnings Season: What to Know This Week","url":"https://stock-news.laohu8.com/highlight/detail?id=2302713787","media":"Dow Jones","summary":"By Nicholas Jasinski \n\n\n     The holidays are over and it will be a busy week for investors: the sta","content":"<font class=\"NormalMinus1\" face=\"Arial\">\n<pre>\nBy Nicholas Jasinski \n</pre>\n<p>\n     The holidays are over and it will be a busy week for investors: the start of fourth-quarter earnings season and the latest inflation data will be the highlights. \n</p>\n<p>\n     Earning season kicks off on Friday, with results from several big banks and other notable companies. Bank of America, Citigroup, JPMorgan Chase, and Wells Fargo will all report before the market opens, as will BlackRock, Delta Air Lines, and UnitedHealth Group. \n</p>\n<p>\n     On Thursday, the Bureau of Labor Statistics will report the consumer price index for December. On average, economists are predicting no change in the index in the last month of 2022. That would mean a 6.6% year-over-year increase, after a 7.1% rise in November. \n</p>\n<p>\n     The core CPI, which excludes food and energy prices, is expected to have risen 0.3% in December, for a one-year gain of 5.7%. That would be down from the 6% annual rate of growth through November. \n</p>\n<p>\n     Other economic-data releases on the calendar include a pair of sentiment indicators. On Tuesday, the National Federation of Independent Business will release its Small Business Optimism Index for December. On Friday, the University of Michigan will publish its Consumer Sentiment index for January. Both are expected to be up at least slightly from the prior month. \n</p>\n<p>\n     Monday 1/9 \n</p>\n<p>\n     The Federal Reserve reports consumer credit data for November. In October, total consumer debt increased at a seasonally adjusted annual rate of 6.9% to a record $4.73 trillion. Revolving credit, which is mostly credit-card debt, jumped 10.4% as more consumers tap credit to pay for living expenses. \n</p>\n<p>\n     Tuesday 1/10 \n</p>\n<p>\n     The National Federation of Independent Business releases its Small Business Optimism Index for December. Consensus estimate is for a 91.5 reading, roughly even with the November data. The index remains mired near eight-year lows from last summer as small-business owners continue to cite inflation as their No. 1 issue. \n</p>\n<p>\n     Wednesday 1/11 \n</p>\n<p>\n     The Mortgage Bankers Association releases its Market Composite Index, a measure of mortgage loan application volume, for the week ending on Jan. 6. Mortgage activity declined sharply in the second half of last year as interest rates surged. In October, mortgage activity hit a 25-year low. \n</p>\n<p>\n     Thursday 1/12 \n</p>\n<p>\n     The Department of Labor reports initial jobless claims for the week ending on Jan. 7. In December, jobless claims averaged 217,500, still low historically. Despite the many announcements of layoffs in the tech and real estate sectors, the job market remains tight, as the Bureau of Labor Statistics this past week reported the unemployment rate edging down to 3.5%, near a half-century low. The U.S. economy added 4.5 million jobs last year, or about 375,000 a month on average. The second half of 2022 did see a slowing of job growth from the first half's blistering pace but nothing that portends a recession in 2023, which the majority of economists are forecasting. \n</p>\n<p>\n     The BLS releases the consumer price index for December. Economists forecast a 6.5% year-over-year increase, after a 7.1% jump in November. The core CPI, which excludes volatile food and energy prices, is expected to rise 5.7%, slightly slower than the 6% rate of growth previously. The CPI peaked at 9.1% in June of 2022, while the core CPI hit its top at 6.6% in September. The past two CPI reports have seen a sharp deceleration in inflation, but the Federal Open Market Committee has stressed that it needs to see many months of data before even considering an end to its interest-rate hiking campaign. \n</p>\n<p>\n     Friday 1/13 \n</p>\n<p>\n     Earnings season kicks off with the four largest U.S. banks announcing quarterly results. Bank of America, Citigroup, JPMorgan Chase, and Wells Fargo all report before the market open. \n</p>\n<p>\n     Bank of New York Mellon, BlackRock, Delta Air Lines, $First Republic Bank(FRC-N)$, and UnitedHealth Group release earnings. \n</p>\n<p>\n     The University of Michigan releases its Consumer Sentiment index for January. The consensus call is for a 60.5 reading, about one point more than previously. In December, consumer expectations for the year-ahead inflation hit an 18-month low of 4.4%. \n</p>\n<p>\n     Write to Nicholas Jasinski at nicholas.jasinski@barrons.com \n</p>\n<pre>\n \n</pre>\n<p>\n  (END) Dow Jones Newswires\n</p>\n<p>\n  January 08, 2023 18:26 ET (23:26 GMT)\n</p>\n<p>\n  Copyright (c) 2023 Dow Jones &amp; Company, Inc.\n</p>\n</font>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Inflation Data, Banks Kick off Earnings Season: What to Know This Week</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nInflation Data, Banks Kick off Earnings Season: What to Know This Week\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Dow Jones </p>\n<p class=\"h-time\">2023-01-09 06:39</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<font class=\"NormalMinus1\" face=\"Arial\">\n<pre>\nBy Nicholas Jasinski \n</pre>\n<p>\n     The holidays are over and it will be a busy week for investors: the start of fourth-quarter earnings season and the latest inflation data will be the highlights. \n</p>\n<p>\n     Earning season kicks off on Friday, with results from several big banks and other notable companies. Bank of America, Citigroup, JPMorgan Chase, and Wells Fargo will all report before the market opens, as will BlackRock, Delta Air Lines, and UnitedHealth Group. \n</p>\n<p>\n     On Thursday, the Bureau of Labor Statistics will report the consumer price index for December. On average, economists are predicting no change in the index in the last month of 2022. That would mean a 6.6% year-over-year increase, after a 7.1% rise in November. \n</p>\n<p>\n     The core CPI, which excludes food and energy prices, is expected to have risen 0.3% in December, for a one-year gain of 5.7%. That would be down from the 6% annual rate of growth through November. \n</p>\n<p>\n     Other economic-data releases on the calendar include a pair of sentiment indicators. On Tuesday, the National Federation of Independent Business will release its Small Business Optimism Index for December. On Friday, the University of Michigan will publish its Consumer Sentiment index for January. Both are expected to be up at least slightly from the prior month. \n</p>\n<p>\n     Monday 1/9 \n</p>\n<p>\n     The Federal Reserve reports consumer credit data for November. In October, total consumer debt increased at a seasonally adjusted annual rate of 6.9% to a record $4.73 trillion. Revolving credit, which is mostly credit-card debt, jumped 10.4% as more consumers tap credit to pay for living expenses. \n</p>\n<p>\n     Tuesday 1/10 \n</p>\n<p>\n     The National Federation of Independent Business releases its Small Business Optimism Index for December. Consensus estimate is for a 91.5 reading, roughly even with the November data. The index remains mired near eight-year lows from last summer as small-business owners continue to cite inflation as their No. 1 issue. \n</p>\n<p>\n     Wednesday 1/11 \n</p>\n<p>\n     The Mortgage Bankers Association releases its Market Composite Index, a measure of mortgage loan application volume, for the week ending on Jan. 6. Mortgage activity declined sharply in the second half of last year as interest rates surged. In October, mortgage activity hit a 25-year low. \n</p>\n<p>\n     Thursday 1/12 \n</p>\n<p>\n     The Department of Labor reports initial jobless claims for the week ending on Jan. 7. In December, jobless claims averaged 217,500, still low historically. Despite the many announcements of layoffs in the tech and real estate sectors, the job market remains tight, as the Bureau of Labor Statistics this past week reported the unemployment rate edging down to 3.5%, near a half-century low. The U.S. economy added 4.5 million jobs last year, or about 375,000 a month on average. The second half of 2022 did see a slowing of job growth from the first half's blistering pace but nothing that portends a recession in 2023, which the majority of economists are forecasting. \n</p>\n<p>\n     The BLS releases the consumer price index for December. Economists forecast a 6.5% year-over-year increase, after a 7.1% jump in November. The core CPI, which excludes volatile food and energy prices, is expected to rise 5.7%, slightly slower than the 6% rate of growth previously. The CPI peaked at 9.1% in June of 2022, while the core CPI hit its top at 6.6% in September. The past two CPI reports have seen a sharp deceleration in inflation, but the Federal Open Market Committee has stressed that it needs to see many months of data before even considering an end to its interest-rate hiking campaign. \n</p>\n<p>\n     Friday 1/13 \n</p>\n<p>\n     Earnings season kicks off with the four largest U.S. banks announcing quarterly results. Bank of America, Citigroup, JPMorgan Chase, and Wells Fargo all report before the market open. \n</p>\n<p>\n     Bank of New York Mellon, BlackRock, Delta Air Lines, $First Republic Bank(FRC-N)$, and UnitedHealth Group release earnings. \n</p>\n<p>\n     The University of Michigan releases its Consumer Sentiment index for January. The consensus call is for a 60.5 reading, about one point more than previously. In December, consumer expectations for the year-ahead inflation hit an 18-month low of 4.4%. \n</p>\n<p>\n     Write to Nicholas Jasinski at nicholas.jasinski@barrons.com \n</p>\n<pre>\n \n</pre>\n<p>\n  (END) Dow Jones Newswires\n</p>\n<p>\n  January 08, 2023 18:26 ET (23:26 GMT)\n</p>\n<p>\n  Copyright (c) 2023 Dow Jones &amp; Company, Inc.\n</p>\n</font>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU0708995401.HKD":"FRANKLIN U.S. OPPORTUNITIES \"A\" (HKD) ACC","LU1074936037.SGD":"JPMorgan Funds - US Value A (acc) SGD","LU0149725797.USD":"汇丰美国股市经济规模基金","LU1718418525.SGD":"JPMorgan Investment Funds - Global Select Equity A (acc) SGD","LU0738911758.USD":"Blackrock Global Equity Income A6 USD","IE00BKVL7J92.USD":"Legg Mason ClearBridge - US Equity Sustainability Leaders A Acc USD","LU1201861165.SGD":"Natixis Harris Associates Global Equity PA SGD","LU0211326839.USD":"TEMPLETON GLOBAL INCOME \"A\" (USD) INC","C":"花旗","BK4550":"红杉资本持仓",".DJI":"道琼斯","LU0256863811.USD":"ALLIANZ US EQUITY \"A\" INC","BK4154":"管理型保健护理","LU1668664300.SGD":"Blackrock World Financials A2 SGD-H","BAC":"美国银行","LU1496350502.SGD":"FRANKLIN DIVERSIFIED DYNAMIC \"A\" (SGDHDG) ACC","IE00B7KXQ091.USD":"Janus Henderson Balanced A Inc USD","LU0029864427.USD":"TEMPLETON GLOBAL \"A\" (USD) INC","BK4207":"综合性银行","LU0980610538.SGD":"Natixis Harris Associates US Equity RA SGD-H",".IXIC":"NASDAQ Composite","LU0557290698.USD":"施罗德环球可持续增长基金",".SPX":"S&P 500 Index","LU0128525929.USD":"TEMPLETON GLOBAL \"A\" (USD) ACC","LU0238689110.USD":"贝莱德环球动力股票基金","LU0109391861.USD":"富兰克林美国机遇基金A Acc","JPM":"摩根大通","IE0009355771.USD":"骏利亨德森环球生命科技A Acc","LU0971096721.USD":"富达环球金融服务 A","LU0640476718.USD":"THREADNEEDLE (LUX) US CONTRARIAN CORE EQ \"AU\" (USD) ACC","IE00B2B36J28.USD":"JANUS HENDERSON GLOBAL LIFE SCIENCES \"I1\" (USD) INC","LU0310800379.SGD":"FTIF - Templeton Global A Acc SGD","IE00B1XK9C88.USD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A\" (USD) ACC","IE00BJT1NW94.SGD":"JANUS HENDERSON GLOBAL LIFE SCIENCES \"A2\" (SGDHDG) ACC","IE00B19Z3B42.SGD":"Legg Mason ClearBridge - Value A Acc SGD","IE00BSNM7G36.USD":"NEUBERGER BERMAN SYSTEMATIC GLOBAL SUSTAINABLE VALUE \"A\" (USD) ACC","LU0128525689.USD":"TEMPLETON GLOBAL BALANCED \"A\"(USD) ACC","LU0320765646.SGD":"FTIF - Franklin Income A MDIS SGD-H1","IE0002141913.USD":"JANUS HENDERSON GLOBAL LIFE SCIENCES \"I2\" (USD) ACC","IE0004445015.USD":"JANUS HENDERSON BALANCED \"A2\" (USD) ACC","IE00BZ1G4Q59.USD":"LEGG MASON CLEARBRIDGE US EQUITY SUSTAINABILITY LEADER \"A\"(USD) INC (A)","IE00B19Z9Z06.USD":"Legg Mason ClearBridge - US Aggressive Growth A Acc USD","BK4008":"航空公司","TLRY":"Tilray Inc.","BK4585":"ETF&股票定投概念","IE00BWXC8680.SGD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A5\" (SGD) ACC","LU0097036916.USD":"贝莱德美国增长A2 USD","WFC":"富国银行","LU0211326755.USD":"TEMPLETON GLOBAL INCOME \"A\" (USD) ACC","LU0070302665.USD":"FRANKLIN MUTUAL U.S. VALUE \"A\" (USD) ACC","LU2236285917.USD":"ALLIANZ GLOBAL INCOME \"AMG\" (USD) INC","UNH":"联合健康","LU0158827948.USD":"ALLIANZ GLOBAL SUSTAINABILITY \"A\" (USD) INC","BK4211":"区域性银行","LU0320765059.SGD":"FTIF - Franklin US Opportunities A Acc SGD","LU1244550221.USD":"FRANKLIN GLOBAL MULTI-ASSET  INCOME \"A\" (USDHEDGED) INC (M)","IE0002270589.USD":"LEGG MASON CLEARBRIDGE VALUE \"A\" (USD) INC","BLK":"贝莱德","DAL":"达美航空"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2302713787","content_text":"By Nicholas Jasinski \n\n\n     The holidays are over and it will be a busy week for investors: the start of fourth-quarter earnings season and the latest inflation data will be the highlights. \n\n\n     Earning season kicks off on Friday, with results from several big banks and other notable companies. Bank of America, Citigroup, JPMorgan Chase, and Wells Fargo will all report before the market opens, as will BlackRock, Delta Air Lines, and UnitedHealth Group. \n\n\n     On Thursday, the Bureau of Labor Statistics will report the consumer price index for December. On average, economists are predicting no change in the index in the last month of 2022. That would mean a 6.6% year-over-year increase, after a 7.1% rise in November. \n\n\n     The core CPI, which excludes food and energy prices, is expected to have risen 0.3% in December, for a one-year gain of 5.7%. That would be down from the 6% annual rate of growth through November. \n\n\n     Other economic-data releases on the calendar include a pair of sentiment indicators. On Tuesday, the National Federation of Independent Business will release its Small Business Optimism Index for December. On Friday, the University of Michigan will publish its Consumer Sentiment index for January. Both are expected to be up at least slightly from the prior month. \n\n\n     Monday 1/9 \n\n\n     The Federal Reserve reports consumer credit data for November. In October, total consumer debt increased at a seasonally adjusted annual rate of 6.9% to a record $4.73 trillion. Revolving credit, which is mostly credit-card debt, jumped 10.4% as more consumers tap credit to pay for living expenses. \n\n\n     Tuesday 1/10 \n\n\n     The National Federation of Independent Business releases its Small Business Optimism Index for December. Consensus estimate is for a 91.5 reading, roughly even with the November data. The index remains mired near eight-year lows from last summer as small-business owners continue to cite inflation as their No. 1 issue. \n\n\n     Wednesday 1/11 \n\n\n     The Mortgage Bankers Association releases its Market Composite Index, a measure of mortgage loan application volume, for the week ending on Jan. 6. Mortgage activity declined sharply in the second half of last year as interest rates surged. In October, mortgage activity hit a 25-year low. \n\n\n     Thursday 1/12 \n\n\n     The Department of Labor reports initial jobless claims for the week ending on Jan. 7. In December, jobless claims averaged 217,500, still low historically. Despite the many announcements of layoffs in the tech and real estate sectors, the job market remains tight, as the Bureau of Labor Statistics this past week reported the unemployment rate edging down to 3.5%, near a half-century low. The U.S. economy added 4.5 million jobs last year, or about 375,000 a month on average. The second half of 2022 did see a slowing of job growth from the first half's blistering pace but nothing that portends a recession in 2023, which the majority of economists are forecasting. \n\n\n     The BLS releases the consumer price index for December. Economists forecast a 6.5% year-over-year increase, after a 7.1% jump in November. The core CPI, which excludes volatile food and energy prices, is expected to rise 5.7%, slightly slower than the 6% rate of growth previously. The CPI peaked at 9.1% in June of 2022, while the core CPI hit its top at 6.6% in September. The past two CPI reports have seen a sharp deceleration in inflation, but the Federal Open Market Committee has stressed that it needs to see many months of data before even considering an end to its interest-rate hiking campaign. \n\n\n     Friday 1/13 \n\n\n     Earnings season kicks off with the four largest U.S. banks announcing quarterly results. Bank of America, Citigroup, JPMorgan Chase, and Wells Fargo all report before the market open. \n\n\n     Bank of New York Mellon, BlackRock, Delta Air Lines, $First Republic Bank(FRC-N)$, and UnitedHealth Group release earnings. \n\n\n     The University of Michigan releases its Consumer Sentiment index for January. The consensus call is for a 60.5 reading, about one point more than previously. In December, consumer expectations for the year-ahead inflation hit an 18-month low of 4.4%. \n\n\n     Write to Nicholas Jasinski at nicholas.jasinski@barrons.com \n\n\n \n\n\n  (END) Dow Jones Newswires\n\n\n  January 08, 2023 18:26 ET (23:26 GMT)\n\n\n  Copyright (c) 2023 Dow Jones & Company, Inc.","news_type":1},"isVote":1,"tweetType":1,"viewCount":267,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9922657002,"gmtCreate":1671761500007,"gmtModify":1676538589075,"author":{"id":"3582617881962608","authorId":"3582617881962608","name":"Ahsiang","avatar":"https://static.tigerbbs.com/310f96e7696af85ae33ece774a483d15","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3582617881962608","idStr":"3582617881962608"},"themes":[],"htmlText":"Sure anot","listText":"Sure anot","text":"Sure anot","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":11,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/9922657002","repostId":"2293532324","repostType":4,"repost":{"id":"2293532324","pubTimestamp":1671768153,"share":"https://ttm.financial/m/news/2293532324?lang=&edition=fundamental","pubTime":"2022-12-23 12:02","market":"us","language":"en","title":"Tesla: Buy The Panic - Disregard The Noise","url":"https://stock-news.laohu8.com/highlight/detail?id=2293532324","media":"Seekingalpha","summary":"Tesla's (NASDAQ:TSLA) stock has gone in reverse, dropping to its lowest level in more than two years","content":"<html><head></head><body><p>Tesla&#39;s (NASDAQ:TSLA) stock has gone in reverse, dropping to its lowest level in more than two years. The share price has crashed nearly 70% since its high-flying days in 2021. Nevertheless, Tesla is in a prime position to continue dominating its segment and should grow revenues significantly while expanding profitability simultaneously. Transitory factors such as Elon Musk buying Twitter and other noise should not impact Tesla&#39;s expansion and long-term profitability potential. Tesla has a delivery report coming up, and the company could surprise to the upside, leading to a more profitable-than-expected Q4.</p><p>Moreover, Tesla is becoming cheap on a P/E and even on a P/S basis. Disregard the noise! Tesla is a buy in the $120-$140 range, and the stock becomes a conviction strong buy if it gets down to about the $100-$110 level in this bear market.</p><h2>How Cheap Would Tesla be at $100?</h2><p>For starters, $100 is 76% below Tesla&#39;s ATH in 2021. At $100, Tesla would trade at 24 times this year&#39;s EPS estimates and just 18 times next year&#39;s consensus analysts&#39; figures. Ok, so the stock is not at $100, but the closer it gets, the more interesting it becomes. At $134, Tesla is trading at about 22 times forward EPS estimates. This valuation is inexpensive for a dominant, rapidly expanding, market-leading company like Tesla. Therefore, the lower it goes, the better, because it will provide an excellent long-term buying opportunity. The stock is a buy in the $120-$140 range here. Below $120, Tesla becomes a strong buy, and it&#39;s a gift if it ever comes down to $100.</p><p><b>Technically Speaking: Tesla - 30-Month Chart</b></p><p><img src=\"https://static.tigerbbs.com/6be10396acac9530d4202ca5cd346dda\" tg-width=\"640\" tg-height=\"676\" referrerpolicy=\"no-referrer\"/></p><p>TSLA (StockCharts.com)</p><p>Tesla&#39;s given up significant gains over the last year. The stock is down by nearly 70% in this bear market, and it may even worsen. However, was this spectacular decline a big surprise to people? All the tech giants went through significant downturns, and Tesla&#39;s stock is still dealing with the heat. Nevertheless, the RSI is below 25 here, illustrating that the stock is significantly oversold. The full stochastic is only 3.05, implying a possible short-term shift to more positive momentum. The problem with Tesla&#39;s stock is that it is still in a downtrend. Therefore, a near-term bounce may be temporary, and the stock could ultimately bottom lower, around the $110-$120 range.</p><h2>The Upcoming Deliveries Report</h2><p>Tesla should announce its Q4 deliveries soon, and the market expects 450-465K vehicle deliveries for the fourth quarter. However, Tesla could surprise higher, delivering 475K or more vehicles in the final quarter of 2022. 475K or more car deliveries should surprise the market, reflecting positively on Tesla&#39;s stock. Despite the transitory global slowdown, demand remains high for Tesla vehicles, and the company plans to unveil its fifth gigafactory in Mexico soon.</p><h2>Disregard the Twitter Drama</h2><p>There is a great deal of focus on what is happening at Twitter, which is not helping Tesla&#39;s stock. The &#34;Twitter Drama&#34; continues weighing on the sentiment surrounding Tesla and the company&#39;s stock price. Do investors think Elon Musk will forget about Tesla and focus most of his attention on Twitter instead? I don&#39;t think so. First, Elon Musk is accustomed to optimizing multiple companies simultaneously. Mr. Musk has experience running SpaceX, Tesla, and other corporations. Also, Musk is looking for the right CEO to take over the helm at the struggling social media giant. Nevertheless, the Twitter drama shouldn&#39;t spill over and impact Tesla&#39;s long-term operations.</p><h2>Ramping Up Revenues</h2><p><img src=\"https://static.tigerbbs.com/02ec9afbf09cbec15c251e2e735c4296\" tg-width=\"640\" tg-height=\"222\" referrerpolicy=\"no-referrer\"/></p><p>Revenue estimates (SeekingAlpha.com)</p><p>Tesla&#39;s consensus estimated revenue growth is 55% this year and 39% in 2023. Moreover, the company should experience robust double-digit growth for several years, offering a high probability of surpassing current depressed estimate figures. Therefore, we should see 15-25% revenue growth continuing beyond 2025.</p><h2>EPS Growth to Expand</h2><p><img src=\"https://static.tigerbbs.com/6981582ddd151f3a0e87af9a1b9c436e\" tg-width=\"640\" tg-height=\"220\" referrerpolicy=\"no-referrer\"/></p><p>EPS estimates (SeekingAlpha.com )</p><p>The consensus EPS estimates for 2023 are for $5.64, but the company can earn $6-$7 next year. Therefore, Tesla&#39;s current forward P/E ratio is around 19-22. Moreover, Tesla could make close to its higher-end estimates in 2024 and 2025. Thus, the company&#39;s EPS could run up to approximately $10 and $14 in the coming years. Provided that Tesla earns around $14 in 2025, its current valuation is less than ten times the 2025 EPS potential.</p><h2><b>Where Tesla&#39;s Stock Could be in A Few Years </b></h2><table><tbody><tr><td>Year</td><td>2022</td><td>2023</td><td>2024</td><td>2025</td><td>2026</td><td>2027</td><td>2028</td><td>2029</td></tr><tr><td>Revenue Bs</td><td>$85</td><td>$132</td><td>$185</td><td>$250</td><td>$330</td><td>$429</td><td>$550</td><td>$686</td></tr><tr><td>Revenue growth</td><td>57%</td><td>55%</td><td>40%</td><td>35%</td><td>32%</td><td>30%</td><td>28%</td><td>25%</td></tr><tr><td>EPS</td><td>$4.50</td><td>$7</td><td>$10</td><td>$14</td><td>$19</td><td>$25</td><td>$32</td><td>$40</td></tr><tr><td>EPS growth</td><td>99%</td><td>56%</td><td>43%</td><td>40%</td><td>36%</td><td>32%</td><td>29%</td><td>26%</td></tr><tr><td>Forward P/E</td><td>19.6</td><td>22</td><td>23</td><td>24</td><td>25</td><td>23</td><td>22</td><td>20</td></tr><tr><td>Price</td><td>$137</td><td>$220</td><td>$322</td><td>$456</td><td>$625</td><td>$736</td><td>$880</td><td>$950</td></tr></tbody></table><p>Click to enlarge</p><p>Source: The Financial Prophet</p><h2>Tesla Risks</h2><p><b>Risks exist for Tesla</b> - The company may miss earnings and revenue estimates. Furthermore, a slowdown in demand, increased competition, supply issues, decreased growth, issues with regulators and foreign governments, and other variables are all risks we should consider before betting on Tesla to move higher. Serious concerns could cause Tesla&#39;s valuation to lose altitude, and the company&#39;s share price could even head in reverse if any serious issues should arise. Therefore, one should consider these and other risks before committing any capital to a Tesla investment.</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: Buy The Panic - Disregard The Noise</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: Buy The Panic - Disregard The Noise\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-12-23 12:02 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4566022-tesla-buy-the-panic-disregard-the-noise><strong>Seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Tesla's (NASDAQ:TSLA) stock has gone in reverse, dropping to its lowest level in more than two years. The share price has crashed nearly 70% since its high-flying days in 2021. Nevertheless, Tesla is ...</p>\n\n<a href=\"https://seekingalpha.com/article/4566022-tesla-buy-the-panic-disregard-the-noise\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TSLA":"特斯拉"},"source_url":"https://seekingalpha.com/article/4566022-tesla-buy-the-panic-disregard-the-noise","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2293532324","content_text":"Tesla's (NASDAQ:TSLA) stock has gone in reverse, dropping to its lowest level in more than two years. The share price has crashed nearly 70% since its high-flying days in 2021. Nevertheless, Tesla is in a prime position to continue dominating its segment and should grow revenues significantly while expanding profitability simultaneously. Transitory factors such as Elon Musk buying Twitter and other noise should not impact Tesla's expansion and long-term profitability potential. Tesla has a delivery report coming up, and the company could surprise to the upside, leading to a more profitable-than-expected Q4.Moreover, Tesla is becoming cheap on a P/E and even on a P/S basis. Disregard the noise! Tesla is a buy in the $120-$140 range, and the stock becomes a conviction strong buy if it gets down to about the $100-$110 level in this bear market.How Cheap Would Tesla be at $100?For starters, $100 is 76% below Tesla's ATH in 2021. At $100, Tesla would trade at 24 times this year's EPS estimates and just 18 times next year's consensus analysts' figures. Ok, so the stock is not at $100, but the closer it gets, the more interesting it becomes. At $134, Tesla is trading at about 22 times forward EPS estimates. This valuation is inexpensive for a dominant, rapidly expanding, market-leading company like Tesla. Therefore, the lower it goes, the better, because it will provide an excellent long-term buying opportunity. The stock is a buy in the $120-$140 range here. Below $120, Tesla becomes a strong buy, and it's a gift if it ever comes down to $100.Technically Speaking: Tesla - 30-Month ChartTSLA (StockCharts.com)Tesla's given up significant gains over the last year. The stock is down by nearly 70% in this bear market, and it may even worsen. However, was this spectacular decline a big surprise to people? All the tech giants went through significant downturns, and Tesla's stock is still dealing with the heat. Nevertheless, the RSI is below 25 here, illustrating that the stock is significantly oversold. The full stochastic is only 3.05, implying a possible short-term shift to more positive momentum. The problem with Tesla's stock is that it is still in a downtrend. Therefore, a near-term bounce may be temporary, and the stock could ultimately bottom lower, around the $110-$120 range.The Upcoming Deliveries ReportTesla should announce its Q4 deliveries soon, and the market expects 450-465K vehicle deliveries for the fourth quarter. However, Tesla could surprise higher, delivering 475K or more vehicles in the final quarter of 2022. 475K or more car deliveries should surprise the market, reflecting positively on Tesla's stock. Despite the transitory global slowdown, demand remains high for Tesla vehicles, and the company plans to unveil its fifth gigafactory in Mexico soon.Disregard the Twitter DramaThere is a great deal of focus on what is happening at Twitter, which is not helping Tesla's stock. The \"Twitter Drama\" continues weighing on the sentiment surrounding Tesla and the company's stock price. Do investors think Elon Musk will forget about Tesla and focus most of his attention on Twitter instead? I don't think so. First, Elon Musk is accustomed to optimizing multiple companies simultaneously. Mr. Musk has experience running SpaceX, Tesla, and other corporations. Also, Musk is looking for the right CEO to take over the helm at the struggling social media giant. Nevertheless, the Twitter drama shouldn't spill over and impact Tesla's long-term operations.Ramping Up RevenuesRevenue estimates (SeekingAlpha.com)Tesla's consensus estimated revenue growth is 55% this year and 39% in 2023. Moreover, the company should experience robust double-digit growth for several years, offering a high probability of surpassing current depressed estimate figures. Therefore, we should see 15-25% revenue growth continuing beyond 2025.EPS Growth to ExpandEPS estimates (SeekingAlpha.com )The consensus EPS estimates for 2023 are for $5.64, but the company can earn $6-$7 next year. Therefore, Tesla's current forward P/E ratio is around 19-22. Moreover, Tesla could make close to its higher-end estimates in 2024 and 2025. Thus, the company's EPS could run up to approximately $10 and $14 in the coming years. Provided that Tesla earns around $14 in 2025, its current valuation is less than ten times the 2025 EPS potential.Where Tesla's Stock Could be in A Few Years Year20222023202420252026202720282029Revenue Bs$85$132$185$250$330$429$550$686Revenue growth57%55%40%35%32%30%28%25%EPS$4.50$7$10$14$19$25$32$40EPS growth99%56%43%40%36%32%29%26%Forward P/E19.622232425232220Price$137$220$322$456$625$736$880$950Click to enlargeSource: The Financial ProphetTesla RisksRisks exist for Tesla - The company may miss earnings and revenue estimates. Furthermore, a slowdown in demand, increased competition, supply issues, decreased growth, issues with regulators and foreign governments, and other variables are all risks we should consider before betting on Tesla to move higher. Serious concerns could cause Tesla's valuation to lose altitude, and the company's share price could even head in reverse if any serious issues should arise. Therefore, one should consider these and other risks before committing any capital to a Tesla investment.","news_type":1},"isVote":1,"tweetType":1,"viewCount":37,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9968057251,"gmtCreate":1669081718774,"gmtModify":1676538148759,"author":{"id":"3582617881962608","authorId":"3582617881962608","name":"Ahsiang","avatar":"https://static.tigerbbs.com/310f96e7696af85ae33ece774a483d15","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3582617881962608","idStr":"3582617881962608"},"themes":[],"htmlText":"Sure anot","listText":"Sure anot","text":"Sure anot","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":9,"commentSize":3,"repostSize":0,"link":"https://ttm.financial/post/9968057251","repostId":"2285904055","repostType":4,"repost":{"id":"2285904055","pubTimestamp":1669089004,"share":"https://ttm.financial/m/news/2285904055?lang=&edition=fundamental","pubTime":"2022-11-22 11:50","market":"us","language":"en","title":"3 Stocks to Avoid This Week","url":"https://stock-news.laohu8.com/highlight/detail?id=2285904055","media":"Motley Fool","summary":"These investments seem pretty vulnerable right now.","content":"<html><head></head><body><p>Last week was a letdown for investors long the market after a strong rally the week before. The &#34;three stocks to avoid&#34; in my column that I thought were going to lose to the market last week -- <b>Coinbase</b>, <b>Despegar.com</b>, and <b><a href=\"https://laohu8.com/S/BOWL\">Bowlero</a></b> -- fell 21%, 12%, and 12%, respectively, averaging out to a 15% plunge.</p><p>The <b>S&amp;P 500</b> experienced only a 0.7% move lower. I was right. I have been correct in 36 of the past 57 weeks, or 63% of the time.</p><p>Now let&#39;s look at the week ahead. I see <b>Best Buy</b>, <b>Luckin Coffee</b>, and <b>Apple</b> as stocks you might want to consider steering clear of this week. Let&#39;s go over my near-term concerns with all three investments.</p><h2><b>1. Best Buy</b></h2><p>Best Buy&#39;s revival a few years ago was a thing of beauty. Now we&#39;re seeing that the last major consumer-electronics superstore chain still standing is on wobbly legs.</p><p>The retailer reports fresh financials on Tuesday morning, and it won&#39;t be pretty. Analysts see revenue clocking in 13% lower than the prior-year&#39;s fiscal third quarter. Its profit is expected to be cut in half.</p><p>The near-term outlook is uninspiring. Wall Street pros see revenue slipping 11% for the current holiday quarter, as well as the entire fiscal 2023 year that ends in January. Profitability should take a bigger hit. If you&#39;re buying Best Buy for that chunky 4.9% yield, that&#39;s a dicey proposition when its bottom line is going the wrong way.</p><p>Rising costs and the inability of a brick-and-mortar chain to compete on price with bare-boned online merchants are making life hard for Best Buy, again. Now we have a potentially dimming economy setting back demand for consumer electronics.</p><p>To be fair, Best Buy&#39;s renaissance wasn&#39;t that exciting. You have to go back to fiscal 2009 -- 14 years -- to find the last time that this chain delivered top-line gains in the double digits.</p><h2><b>2. Luckin Coffee</b></h2><p>If you were to construct the perfect stock to avoid in a lab, it would probably look a lot like Luckin Coffee. It&#39;s a China-based company at a time when most investors outside of the country are steering clear of the market.</p><p>Let&#39;s also not forget that Luckin Coffee is a stock that -- like its hot java -- already burned investors before. You surely remember the accounting scandal of 2020.</p><p>Have you checked on Luckin Coffee stock lately? The stock is a 20-bagger off its C-suite drama low. The shares ended this past week within 0.5% of a new two-year high, nearly quadrupling from this-year&#39;s springtime bottom. We&#39;ll get an update on how it&#39;s brewing when it pours a cup of third-quarter results on Tuesday.</p><p>Luckin Coffee has done a commendable job turning things around. After years of losses, it was profitable in 2021. Revenue continued to grow.</p><p>However, Luckin Coffee&#39;s top-line gains have decelerated for four consecutive quarters. It also posted a loss in its previous quarter. It&#39;s hard to get excited about Luckin Coffee. It may seem like a low-priced indulgence, but it&#39;s a luxury that consumers will avoid if they need to save their money for more-pressing expenses.</p><h2><b>3. Apple</b></h2><p>Let&#39;s wrap-up this-week&#39;s list by picking on the country&#39;s most valuable company by market cap. I&#39;m a longtime fan and investor in Apple, but I can see why it&#39;s a scary stock to hold heading into this particular holiday shopping season. The economy is on iffy footing, credit card debit is rising, and Apple isn&#39;t going to be immune from consumers steering clear of big-ticket purchases this season.</p><p>Apple held up well when most tech stocks got slammed earlier this year, but the class act of Cupertino is finally proving mortal. It doesn&#39;t help that its annual refresh of popular products wasn&#39;t overly impressive. With money already tight, it&#39;s easy to see consumers ride this year out and see what Apple springs on us in 2023.</p><p>Analysts aren&#39;t excited. They see revenue and earnings per share rising a mere 3% and 2%, respectively, for the new fiscal year.</p><p>It&#39;s going to be a bumpy road for some of these investments. If you&#39;re looking for safe stocks, you aren&#39;t likely to find them in Best Buy, Luckin Coffee, and Apple this week.</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 Stocks to Avoid This Week</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 Stocks to Avoid This Week\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-11-22 11:50 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2022/11/21/3-stocks-to-avoid-this-week/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Last week was a letdown for investors long the market after a strong rally the week before. The \"three stocks to avoid\" in my column that I thought were going to lose to the market last week -- ...</p>\n\n<a href=\"https://www.fool.com/investing/2022/11/21/3-stocks-to-avoid-this-week/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BBY":"百思买","LKNCY":"瑞幸咖啡","AAPL":"苹果"},"source_url":"https://www.fool.com/investing/2022/11/21/3-stocks-to-avoid-this-week/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2285904055","content_text":"Last week was a letdown for investors long the market after a strong rally the week before. The \"three stocks to avoid\" in my column that I thought were going to lose to the market last week -- Coinbase, Despegar.com, and Bowlero -- fell 21%, 12%, and 12%, respectively, averaging out to a 15% plunge.The S&P 500 experienced only a 0.7% move lower. I was right. I have been correct in 36 of the past 57 weeks, or 63% of the time.Now let's look at the week ahead. I see Best Buy, Luckin Coffee, and Apple as stocks you might want to consider steering clear of this week. Let's go over my near-term concerns with all three investments.1. Best BuyBest Buy's revival a few years ago was a thing of beauty. Now we're seeing that the last major consumer-electronics superstore chain still standing is on wobbly legs.The retailer reports fresh financials on Tuesday morning, and it won't be pretty. Analysts see revenue clocking in 13% lower than the prior-year's fiscal third quarter. Its profit is expected to be cut in half.The near-term outlook is uninspiring. Wall Street pros see revenue slipping 11% for the current holiday quarter, as well as the entire fiscal 2023 year that ends in January. Profitability should take a bigger hit. If you're buying Best Buy for that chunky 4.9% yield, that's a dicey proposition when its bottom line is going the wrong way.Rising costs and the inability of a brick-and-mortar chain to compete on price with bare-boned online merchants are making life hard for Best Buy, again. Now we have a potentially dimming economy setting back demand for consumer electronics.To be fair, Best Buy's renaissance wasn't that exciting. You have to go back to fiscal 2009 -- 14 years -- to find the last time that this chain delivered top-line gains in the double digits.2. Luckin CoffeeIf you were to construct the perfect stock to avoid in a lab, it would probably look a lot like Luckin Coffee. It's a China-based company at a time when most investors outside of the country are steering clear of the market.Let's also not forget that Luckin Coffee is a stock that -- like its hot java -- already burned investors before. You surely remember the accounting scandal of 2020.Have you checked on Luckin Coffee stock lately? The stock is a 20-bagger off its C-suite drama low. The shares ended this past week within 0.5% of a new two-year high, nearly quadrupling from this-year's springtime bottom. We'll get an update on how it's brewing when it pours a cup of third-quarter results on Tuesday.Luckin Coffee has done a commendable job turning things around. After years of losses, it was profitable in 2021. Revenue continued to grow.However, Luckin Coffee's top-line gains have decelerated for four consecutive quarters. It also posted a loss in its previous quarter. It's hard to get excited about Luckin Coffee. It may seem like a low-priced indulgence, but it's a luxury that consumers will avoid if they need to save their money for more-pressing expenses.3. AppleLet's wrap-up this-week's list by picking on the country's most valuable company by market cap. I'm a longtime fan and investor in Apple, but I can see why it's a scary stock to hold heading into this particular holiday shopping season. The economy is on iffy footing, credit card debit is rising, and Apple isn't going to be immune from consumers steering clear of big-ticket purchases this season.Apple held up well when most tech stocks got slammed earlier this year, but the class act of Cupertino is finally proving mortal. It doesn't help that its annual refresh of popular products wasn't overly impressive. With money already tight, it's easy to see consumers ride this year out and see what Apple springs on us in 2023.Analysts aren't excited. They see revenue and earnings per share rising a mere 3% and 2%, respectively, for the new fiscal year.It's going to be a bumpy road for some of these investments. If you're looking for safe stocks, you aren't likely to find them in Best Buy, Luckin Coffee, and Apple this week.","news_type":1},"isVote":1,"tweetType":1,"viewCount":36,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9959657925,"gmtCreate":1672977994167,"gmtModify":1676538765741,"author":{"id":"3582617881962608","authorId":"3582617881962608","name":"Ahsiang","avatar":"https://static.tigerbbs.com/310f96e7696af85ae33ece774a483d15","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3582617881962608","idStr":"3582617881962608"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":10,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/9959657925","repostId":"1128856051","repostType":4,"repost":{"id":"1128856051","pubTimestamp":1672974368,"share":"https://ttm.financial/m/news/1128856051?lang=&edition=fundamental","pubTime":"2023-01-06 11:06","market":"us","language":"en","title":"The Many Forces Fueling Tesla’s $860 Billion Tumble","url":"https://stock-news.laohu8.com/highlight/detail?id=1128856051","media":"Bloomberg","summary":"Investors in Elon Musk’s day job are feeling a lot less excited about the future.Until fairly recent","content":"<html><head></head><body><ul><li>Investors in Elon Musk’s day job are feeling a lot less excited about the future.</li></ul><p>Until fairly recently, higher-end Tesla cars had a setting called “ludicrous mode,” which used their high-torque electric engines to achieve superfast acceleration. In the past year, ludicrous mode has also been an apt description of Tesla Inc.’s share price—except it’s been running in reverse.</p><p>From about $1.2 trillion at the start of 2022, the company’s market value has fallen more than 70%, to $340 billion. That still makes it by far the most valuable automaker in the world. Ford Motor, General Motors, Stellantis and Toyota Motor are worth about the same amount combined. But another way to put it is that Tesla’s fall has wiped out the equivalent of the value of four major car companies, more than twice over. And Chief Executive Officer Elon Musk has made history by losing more money in his personal fortune than anyone ever.</p><p>The most obvious explanation is that Tesla is an especially high-growth, high-speculation stock in a market that pumped up such companies in 2020 and 2021 before abruptly turning on them in 2022 as interest rates rose and the stock market fell overall. Musk pointed to this dynamic in a mid-December Twitter post. (More on the tweets in a moment.) He said that when people can earn higher rates without risk, they tend to move money “out of stocks into cash.”</p><p>Yet, Tesla’s decline is conspicuous even among once-frothy tech stocks. In 2022 the stock was the worst performer in the NYSE FANG+ Index—a gauge of 10 large technology companies that includes Amazon.com, Apple and Meta Platforms. That index is down about 40% over the past year, which is still much less than Tesla’s drop. The carmaker’s shares had largely traded in line with other major technology stocks last year until around September, then they diverged sharply. In the past three months, Tesla fell 59%, compared with a 6.7% loss for the FANG+ and a 6.7% rise for the S&amp;P 500.</p><p>The rest of the explanation is what Mark Stoeckle, CEO of Adams Funds, which holds Tesla shares, calls “a cocktail of misery.” As a leader, Musk has given any investor nervous about Tesla’s lofty valuation plenty of headlines to justify selling, while the company itself deals with new challenges.</p><p>Start with Musk’s Twitter adventures—both as a heavy user of the social media platform and now as the owner. The first blow came in November 2021, when he conducted a Twitter poll asking whether he should sell 10% of his stake in Tesla. Respondents said yes. Within two months, Musk had sold $16 billion of Tesla shares. Things escalated quickly in 2022 after he announced his intention to acquire Twitter Inc.</p><p>After trying to wriggle out of the deal, Musk finally had to go through with it. All along, Tesla investors worried about his needing to sell even more of his stake in the car company to pay for Twitter. Another concern was that his obvious preoccupation with the platform was distracting him from Tesla.</p><p>Musk has now sold almost $40 billion of Tesla shares since late 2021. And though he recently said he has no plans to sell more stock anytime soon, the market almost always dislikes the idea of a company insider selling, taking it as a sign of low confidence.</p><p>At the same time, Musk has stirred the pot of countless social and political controversies since taking over Twitter, with his own trolling tweets and sudden changes to moderation policies. The chaotic Twitter sideshow matters because Musk’s persona is so closely associated with Tesla. “A lot of damage has been done to the brand and the story, and the news flow may stay negative on Elon Musk for a while,” says Catherine Faddis, senior portfolio manager at Fernwood Investment Management LLC.</p><p>Still, most Tesla investors are probably more focused on the electric vehicle business—and the company has simply faced a high bar of expectations. After all, this is a stock that rose more than 1,100% over 2020 and 2021. Whereas analysts on average expect GM’s or Ford’s revenue to expand at a pace of low- to mid-single-digit percentages over the next five years, for Tesla they model an average 25% jump every year.</p><p>That thesis has started to show some cracks, after the company’s vehicle deliveries failed to meet analysts’ expectations for three straight quarters. The latest miss was reported on Jan. 2, sending the stock to its lowest since August 2020. Tesla still delivered a 40% annual increase while setting a quarterly record, but to many it was a relative disappointment that augurs a new reality for the EV industry as well as for Tesla.</p><p>Economists are warning of a possible global recession in 2023. Meanwhile, high inflation over the past year and the increased cost of financing for a car are pushing consumers to delay plans for purchasing expensive vehicles, and electric cars are typically pricier than gas-fueled ones.</p><p>Tesla rarely discounts, but it recently offered customers in the US a $7,500 yearend deal to boost deliveries. It’s also cut prices and production in China. “Our base case assumption is that year-over-year growth (while remaining impressive overall) is likely to decline each year from here on out,” JPMorgan Chase &amp; Co. analyst Ryan Brinkman wrote in a note to clients after the release of Tesla’s latest quarterly delivery numbers.</p><p>An economic slowdown will be responsible for some of that, but Brinkman also points to the rising threat from competition. Older carmakers may have been late to the electric game, but they’re planning to flood the market with a slew of EVs over the next few years. A report from S&amp;P Global Mobility in November found that Tesla’s share in EV sales was set to drop to below 20% by 2025, from a dominant 79% in 2020.</p><p>Bulls can point to how the EV market is still growing fast enough for Tesla to sell more cars even if its share drops. For now the company is still synonymous with EVs for vast groups of potential electric car buyers who haven’t made the switch. And the colossal Japanese auto industry has been slow to move on EVs.</p><p>“The current growth story for Tesla is positive, and while we’ve seen a large drop in the price of Tesla’s stock, we haven’t seen any material decline in the operations of the company,” says Brian Mulberry, client portfolio manager at Zacks Investment Management. “Sales estimates are still stable, margins are improving, and earnings are growing.”</p><p>As Tesla’s history in the bull market shows, the stock is sensitive to market psychology. Among big tech-related stocks, it’s most similar to Meta, which fell 64% last year. Both companies face specific issues—with Meta they include slipping social media revenue and CEO Mark Zuckerberg’s focus on the metaverse—but also a fierce, general mood of skepticism among investors. They’re less willing to cut managers slack today based on hopes for growth in the farther-off future. That might shift quickly again should economic data and Tesla’s results improve.</p><p>Adams Funds’ Stoeckle says Tesla stock still isn’t cheap, even at these prices. It remains an optimist’s bet. “It’s important not to simply expect that a significant drop in the price of a stock means it’s therefore attractive—so many stocks in 2022 were rerated and deserved to be,” he says. “There are enough questions about the operations of Tesla—China demand, price cuts, good competition—that makes it hard to declare the current valuation is correct.”</p></body></html>","source":"lsy1584095487587","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>The Many Forces Fueling Tesla’s $860 Billion Tumble</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\">\nThe Many Forces Fueling Tesla’s $860 Billion Tumble\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-01-06 11:06 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.bloomberg.com/news/articles/2023-01-05/tesla-tsla-stock-price-reflects-multiple-headwinds><strong>Bloomberg</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Investors in Elon Musk’s day job are feeling a lot less excited about the future.Until fairly recently, higher-end Tesla cars had a setting called “ludicrous mode,” which used their high-torque ...</p>\n\n<a href=\"https://www.bloomberg.com/news/articles/2023-01-05/tesla-tsla-stock-price-reflects-multiple-headwinds\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TSLA":"特斯拉"},"source_url":"https://www.bloomberg.com/news/articles/2023-01-05/tesla-tsla-stock-price-reflects-multiple-headwinds","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1128856051","content_text":"Investors in Elon Musk’s day job are feeling a lot less excited about the future.Until fairly recently, higher-end Tesla cars had a setting called “ludicrous mode,” which used their high-torque electric engines to achieve superfast acceleration. In the past year, ludicrous mode has also been an apt description of Tesla Inc.’s share price—except it’s been running in reverse.From about $1.2 trillion at the start of 2022, the company’s market value has fallen more than 70%, to $340 billion. That still makes it by far the most valuable automaker in the world. Ford Motor, General Motors, Stellantis and Toyota Motor are worth about the same amount combined. But another way to put it is that Tesla’s fall has wiped out the equivalent of the value of four major car companies, more than twice over. And Chief Executive Officer Elon Musk has made history by losing more money in his personal fortune than anyone ever.The most obvious explanation is that Tesla is an especially high-growth, high-speculation stock in a market that pumped up such companies in 2020 and 2021 before abruptly turning on them in 2022 as interest rates rose and the stock market fell overall. Musk pointed to this dynamic in a mid-December Twitter post. (More on the tweets in a moment.) He said that when people can earn higher rates without risk, they tend to move money “out of stocks into cash.”Yet, Tesla’s decline is conspicuous even among once-frothy tech stocks. In 2022 the stock was the worst performer in the NYSE FANG+ Index—a gauge of 10 large technology companies that includes Amazon.com, Apple and Meta Platforms. That index is down about 40% over the past year, which is still much less than Tesla’s drop. The carmaker’s shares had largely traded in line with other major technology stocks last year until around September, then they diverged sharply. In the past three months, Tesla fell 59%, compared with a 6.7% loss for the FANG+ and a 6.7% rise for the S&P 500.The rest of the explanation is what Mark Stoeckle, CEO of Adams Funds, which holds Tesla shares, calls “a cocktail of misery.” As a leader, Musk has given any investor nervous about Tesla’s lofty valuation plenty of headlines to justify selling, while the company itself deals with new challenges.Start with Musk’s Twitter adventures—both as a heavy user of the social media platform and now as the owner. The first blow came in November 2021, when he conducted a Twitter poll asking whether he should sell 10% of his stake in Tesla. Respondents said yes. Within two months, Musk had sold $16 billion of Tesla shares. Things escalated quickly in 2022 after he announced his intention to acquire Twitter Inc.After trying to wriggle out of the deal, Musk finally had to go through with it. All along, Tesla investors worried about his needing to sell even more of his stake in the car company to pay for Twitter. Another concern was that his obvious preoccupation with the platform was distracting him from Tesla.Musk has now sold almost $40 billion of Tesla shares since late 2021. And though he recently said he has no plans to sell more stock anytime soon, the market almost always dislikes the idea of a company insider selling, taking it as a sign of low confidence.At the same time, Musk has stirred the pot of countless social and political controversies since taking over Twitter, with his own trolling tweets and sudden changes to moderation policies. The chaotic Twitter sideshow matters because Musk’s persona is so closely associated with Tesla. “A lot of damage has been done to the brand and the story, and the news flow may stay negative on Elon Musk for a while,” says Catherine Faddis, senior portfolio manager at Fernwood Investment Management LLC.Still, most Tesla investors are probably more focused on the electric vehicle business—and the company has simply faced a high bar of expectations. After all, this is a stock that rose more than 1,100% over 2020 and 2021. Whereas analysts on average expect GM’s or Ford’s revenue to expand at a pace of low- to mid-single-digit percentages over the next five years, for Tesla they model an average 25% jump every year.That thesis has started to show some cracks, after the company’s vehicle deliveries failed to meet analysts’ expectations for three straight quarters. The latest miss was reported on Jan. 2, sending the stock to its lowest since August 2020. Tesla still delivered a 40% annual increase while setting a quarterly record, but to many it was a relative disappointment that augurs a new reality for the EV industry as well as for Tesla.Economists are warning of a possible global recession in 2023. Meanwhile, high inflation over the past year and the increased cost of financing for a car are pushing consumers to delay plans for purchasing expensive vehicles, and electric cars are typically pricier than gas-fueled ones.Tesla rarely discounts, but it recently offered customers in the US a $7,500 yearend deal to boost deliveries. It’s also cut prices and production in China. “Our base case assumption is that year-over-year growth (while remaining impressive overall) is likely to decline each year from here on out,” JPMorgan Chase & Co. analyst Ryan Brinkman wrote in a note to clients after the release of Tesla’s latest quarterly delivery numbers.An economic slowdown will be responsible for some of that, but Brinkman also points to the rising threat from competition. Older carmakers may have been late to the electric game, but they’re planning to flood the market with a slew of EVs over the next few years. A report from S&P Global Mobility in November found that Tesla’s share in EV sales was set to drop to below 20% by 2025, from a dominant 79% in 2020.Bulls can point to how the EV market is still growing fast enough for Tesla to sell more cars even if its share drops. For now the company is still synonymous with EVs for vast groups of potential electric car buyers who haven’t made the switch. And the colossal Japanese auto industry has been slow to move on EVs.“The current growth story for Tesla is positive, and while we’ve seen a large drop in the price of Tesla’s stock, we haven’t seen any material decline in the operations of the company,” says Brian Mulberry, client portfolio manager at Zacks Investment Management. “Sales estimates are still stable, margins are improving, and earnings are growing.”As Tesla’s history in the bull market shows, the stock is sensitive to market psychology. Among big tech-related stocks, it’s most similar to Meta, which fell 64% last year. Both companies face specific issues—with Meta they include slipping social media revenue and CEO Mark Zuckerberg’s focus on the metaverse—but also a fierce, general mood of skepticism among investors. They’re less willing to cut managers slack today based on hopes for growth in the farther-off future. That might shift quickly again should economic data and Tesla’s results improve.Adams Funds’ Stoeckle says Tesla stock still isn’t cheap, even at these prices. It remains an optimist’s bet. “It’s important not to simply expect that a significant drop in the price of a stock means it’s therefore attractive—so many stocks in 2022 were rerated and deserved to be,” he says. “There are enough questions about the operations of Tesla—China demand, price cuts, good competition—that makes it hard to declare the current valuation is correct.”","news_type":1},"isVote":1,"tweetType":1,"viewCount":155,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9950047355,"gmtCreate":1672627958177,"gmtModify":1676538713104,"author":{"id":"3582617881962608","authorId":"3582617881962608","name":"Ahsiang","avatar":"https://static.tigerbbs.com/310f96e7696af85ae33ece774a483d15","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3582617881962608","idStr":"3582617881962608"},"themes":[],"htmlText":"Gogogo","listText":"Gogogo","text":"Gogogo","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":12,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9950047355","repostId":"1105874821","repostType":4,"repost":{"id":"1105874821","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":1672621372,"share":"https://ttm.financial/m/news/1105874821?lang=&edition=fundamental","pubTime":"2023-01-02 09:02","market":"us","language":"en","title":"2022 Recap: Top 10 ETFs' Performance","url":"https://stock-news.laohu8.com/highlight/detail?id=1105874821","media":"Tiger Newspress","summary":"Energy ETFs dominated 2022’s top funds.","content":"<html><head></head><body><p>Energy ETFs dominated 2022’s top funds. The top-performing ETF, once you filter out leveraged and inverse products, was <a href=\"https://laohu8.com/S/TUR\">iShares MSCI Turkey ETF</a> with a monster return of 105.81% through Dec. 31.</p><p><img src=\"https://static.tigerbbs.com/38f8ec750fb75826f2193bf24322d6fa\" tg-width=\"1407\" tg-height=\"1996\" referrerpolicy=\"no-referrer\"/>Turkey’s lira plummeted during the year while inflation soared as high as 80%. However, that was what drove the stock market’s outstanding performance, as domestic investors plowed in assets to hedge against skyrocketing prices.</p><p>Despite its outsized returns, U.S. investors aren’t taking the bait, and the fund has seen $82.8 million in outflows year-to-date. Indeed, a recentBloomberg articlenotes that foreign ownership of Turkish stocks hit record lows.</p><p>The top performers are energy related with one exception. The $2.6 billion <a href=\"https://laohu8.com/S/OIH\">VanEck Oil Services ETF </a> was in the No. 2 spot with a gain of 66.17%, followed by the <a href=\"https://laohu8.com/S/IEZ\">iShares U.S. Oil Equipment &amp; Services ETF</a> with a return of 65.74%.</p><p>Ultimately the remaining energy funds in the top 10 ETFs in terms of returns were up anywhere from 58.27% (the <a href=\"https://laohu8.com/S/PXE\">Invesco Dynamic Energy Exploration &amp; Production ETF</a>) to 64.17% ( <a href=\"https://laohu8.com/S/XLE\">Energy Select Sector SPDR Fund </a>). Almost all of those were equity funds; however, the United States 12-Month <a href=\"https://laohu8.com/S/UNL\">Natural Gas Fund LP </a> was in the mix with a return of 57%. The fund invests in natural gas futures via a laddered strategy that maintains equal-weight exposure to the 12 nearest-month NYMEX natural gas futures.</p><p>According to data from the Bureau of Labor Statistics, energy costs for Americans saw an average increase of 13% year-over-year as of November.</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>2022 Recap: Top 10 ETFs' Performance</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\">\n2022 Recap: Top 10 ETFs' Performance\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\">2023-01-02 09:02</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Energy ETFs dominated 2022’s top funds. The top-performing ETF, once you filter out leveraged and inverse products, was <a href=\"https://laohu8.com/S/TUR\">iShares MSCI Turkey ETF</a> with a monster return of 105.81% through Dec. 31.</p><p><img src=\"https://static.tigerbbs.com/38f8ec750fb75826f2193bf24322d6fa\" tg-width=\"1407\" tg-height=\"1996\" referrerpolicy=\"no-referrer\"/>Turkey’s lira plummeted during the year while inflation soared as high as 80%. However, that was what drove the stock market’s outstanding performance, as domestic investors plowed in assets to hedge against skyrocketing prices.</p><p>Despite its outsized returns, U.S. investors aren’t taking the bait, and the fund has seen $82.8 million in outflows year-to-date. Indeed, a recentBloomberg articlenotes that foreign ownership of Turkish stocks hit record lows.</p><p>The top performers are energy related with one exception. The $2.6 billion <a href=\"https://laohu8.com/S/OIH\">VanEck Oil Services ETF </a> was in the No. 2 spot with a gain of 66.17%, followed by the <a href=\"https://laohu8.com/S/IEZ\">iShares U.S. Oil Equipment &amp; Services ETF</a> with a return of 65.74%.</p><p>Ultimately the remaining energy funds in the top 10 ETFs in terms of returns were up anywhere from 58.27% (the <a href=\"https://laohu8.com/S/PXE\">Invesco Dynamic Energy Exploration &amp; Production ETF</a>) to 64.17% ( <a href=\"https://laohu8.com/S/XLE\">Energy Select Sector SPDR Fund </a>). Almost all of those were equity funds; however, the United States 12-Month <a href=\"https://laohu8.com/S/UNL\">Natural Gas Fund LP </a> was in the mix with a return of 57%. The fund invests in natural gas futures via a laddered strategy that maintains equal-weight exposure to the 12 nearest-month NYMEX natural gas futures.</p><p>According to data from the Bureau of Labor Statistics, energy costs for Americans saw an average increase of 13% year-over-year as of November.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"IEZ":"iShares Dow Jones U.S. Oil Equip","TUR":"土耳其ETF-iShares MSCI","VDE":"Vanguard Energy ETF","IYE":"iShares U.S. Energy ETF","XES":"SPDR S&P Oil & Gas Equipment & Services ETF","OIH":"石油服务ETF","PXJ":"Invesco Oil & Gas Services ETF","XLE":"SPDR能源指数ETF"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1105874821","content_text":"Energy ETFs dominated 2022’s top funds. The top-performing ETF, once you filter out leveraged and inverse products, was iShares MSCI Turkey ETF with a monster return of 105.81% through Dec. 31.Turkey’s lira plummeted during the year while inflation soared as high as 80%. However, that was what drove the stock market’s outstanding performance, as domestic investors plowed in assets to hedge against skyrocketing prices.Despite its outsized returns, U.S. investors aren’t taking the bait, and the fund has seen $82.8 million in outflows year-to-date. Indeed, a recentBloomberg articlenotes that foreign ownership of Turkish stocks hit record lows.The top performers are energy related with one exception. The $2.6 billion VanEck Oil Services ETF  was in the No. 2 spot with a gain of 66.17%, followed by the iShares U.S. Oil Equipment & Services ETF with a return of 65.74%.Ultimately the remaining energy funds in the top 10 ETFs in terms of returns were up anywhere from 58.27% (the Invesco Dynamic Energy Exploration & Production ETF) to 64.17% ( Energy Select Sector SPDR Fund ). Almost all of those were equity funds; however, the United States 12-Month Natural Gas Fund LP  was in the mix with a return of 57%. The fund invests in natural gas futures via a laddered strategy that maintains equal-weight exposure to the 12 nearest-month NYMEX natural gas futures.According to data from the Bureau of Labor Statistics, energy costs for Americans saw an average increase of 13% year-over-year as of November.","news_type":1},"isVote":1,"tweetType":1,"viewCount":125,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9099612316,"gmtCreate":1643343531940,"gmtModify":1676533808437,"author":{"id":"3582617881962608","authorId":"3582617881962608","name":"Ahsiang","avatar":"https://static.tigerbbs.com/310f96e7696af85ae33ece774a483d15","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3582617881962608","idStr":"3582617881962608"},"themes":[],"htmlText":"Like pls","listText":"Like pls","text":"Like pls","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9099612316","repostId":"2206412188","repostType":4,"repost":{"id":"2206412188","weMediaInfo":{"introduction":"Reuters.com brings you the latest news from around the world, covering breaking news in markets, business, politics, entertainment and technology","home_visible":1,"media_name":"Reuters","id":"1036604489","head_image":"https://static.tigerbbs.com/443ce19704621c837795676028cec868"},"pubTimestamp":1643325103,"share":"https://ttm.financial/m/news/2206412188?lang=&edition=fundamental","pubTime":"2022-01-28 07:11","market":"us","language":"en","title":"U.S. Stocks Ends Lower after Another Wild Ride","url":"https://stock-news.laohu8.com/highlight/detail?id=2206412188","media":"Reuters","summary":"* Russell 2000 confirms it entered bear market on Nov 8* Apple gains in after-hours trading after results* Netflix jumps after Ackman builds new stake* U.S. economy's 2021 growth best since 1984* Inde","content":"<html><head></head><body><p>* Russell 2000 confirms it entered bear market on Nov 8</p><p>* Apple gains in after-hours trading after results</p><p>* Netflix jumps after Ackman builds new stake</p><p>* U.S. economy&#39;s 2021 growth best since 1984</p><p>* Indexes down: Dow 0.02%, S&amp;P 0.54%, Nasdaq 1.40%</p><p>NEW YORK, Jan 27 (Reuters) - Wall Street gyrated wildly on Thursday, the S&amp;P 500 once again narrowly avoiding correction confirmation at the end of a session marked by a rally, selloff and recovery as investors juggled positive economic news with mixed corporate earnings, geopolitical unrest and the prospect of a more hawkish Federal Reserve.</p><p>All three major U.S. stock indexes ended lower, having been whipsawed by uncertainty in recent days, marked by wide fluctuations and heightened volatility.</p><p>Smallcaps have had a rougher go of it, with the Russell 2000 now more than 20% below its Nov. 8 record high, officially confirming the index has been in a bear market since then.</p><p>&#34;This is a market that is schizophrenic,&#34; said Tim Ghriskey, senior portfolio strategist at Ingalls &amp; Snyder in New York. &#34;There are those who believe everything negative has been discounted and there are others who believe that the worst is yet to come.&#34;</p><p>&#34;It’s a period of a lot of uncertainty, it’s been this way all month,&#34; Ghriskey added.</p><p>Among a spate of economic data released on Thursday, the Commerce Department&#39;s advance take on fourth-quarter GDP shows the U.S. economy in 2021 grew at its fastest pace in nearly four decades.</p><p>Markets seesawed following the release on Wednesday of the FOMC statement, which left key interest rates near zero, and Fed Chairman Jerome Powell&#39;s subsequent Q&amp;A session during which he appeared to raise the possibility of more rate hikes this year than previously expected, beginning in March.</p><p>The fed funds futures market now prices in nearly five rate hikes this year in the wake of Powell&#39;s remarks.</p><p>Geopolitical tensions simmered, as Russia continues to build up troops along the Ukrainian border and diplomats scramble to avoid conflict in the region.</p><p>The Dow Jones Industrial Average fell 7.31 points, or 0.02%, to 34,160.78, the S&amp;P 500 lost 23.42 points, or 0.54%, to 4,326.51 and the Nasdaq Composite dropped 189.34 points, or 1.4%, to 13,352.78.</p><p>Of the 11 major sectors in the S&amp;P 500, five ended in the red, with consumer discretionary stocks suffering the largest percentage slide.</p><p>Fourth-quarter reporting season has hit full stride, with 145 of the companies in the S&amp;P 500 having reported. Of those, 79% have delivered consensus-beating results, according to Refinitiv data.</p><p>Analysts now see, on aggregate, year-on-year fourth-quarter earnings growth of 24.2% for the S&amp;P 500, per Refinitiv.</p><p>&#34;The numbers and especially the guidance has not been that inspiring and that’s a factor that’s been limiting the upside so far this week,&#34; said Chuck Carlson, chief executive officer at Horizon Investment Services in Hammond, Indiana.</p><p>Supply-chain challenges, the engine driving inflation through the recovery from the global health crisis, have been a recurring theme this earnings season.</p><p>Intel Corp cited that issue as the reason behind its disappointing first-quarter earnings forecast, which sent its shares tumbling 7.0%.</p><p>Intel&#39;s dismal outlook weighed on the broader sector, sending the Philadelphia SE semiconductor index down 4.8%, its worst one-day decline since March 8, 2021.</p><p>Shares of Tesla Inc dropped 11.6% after the company warned that supply issues will last throughout 2022. Shares of rivals Lucid Group and Rivian Automotive were down 14.1% and 10.5%, respectively.</p><p>Netflix Inc jumped 7.5% following news that billionaire investor William Ackman has amassed a new $1 billion stake in the company.</p><p>Apple Inc shares gained more than 5% in post-market trading after the iPhone maker beat profit estimates.</p><p>Declining issues outnumbered advancing ones on the NYSE by a 2.65-to-1 ratio; on Nasdaq, a 3.71-to-1 ratio favored decliners.</p><p>The S&amp;P 500 posted 17 new 52-week highs and 15 new lows; the Nasdaq Composite recorded 19 new highs and 581 new lows.</p><p>Volume on U.S. exchanges was 13.29 billion shares, compared with the 11.86 billion average over the last 20 trading days.</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>U.S. Stocks Ends Lower after Another Wild Ride</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nU.S. Stocks Ends Lower after Another Wild Ride\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1036604489\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/443ce19704621c837795676028cec868);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Reuters </p>\n<p class=\"h-time\">2022-01-28 07:11</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>* Russell 2000 confirms it entered bear market on Nov 8</p><p>* Apple gains in after-hours trading after results</p><p>* Netflix jumps after Ackman builds new stake</p><p>* U.S. economy&#39;s 2021 growth best since 1984</p><p>* Indexes down: Dow 0.02%, S&amp;P 0.54%, Nasdaq 1.40%</p><p>NEW YORK, Jan 27 (Reuters) - Wall Street gyrated wildly on Thursday, the S&amp;P 500 once again narrowly avoiding correction confirmation at the end of a session marked by a rally, selloff and recovery as investors juggled positive economic news with mixed corporate earnings, geopolitical unrest and the prospect of a more hawkish Federal Reserve.</p><p>All three major U.S. stock indexes ended lower, having been whipsawed by uncertainty in recent days, marked by wide fluctuations and heightened volatility.</p><p>Smallcaps have had a rougher go of it, with the Russell 2000 now more than 20% below its Nov. 8 record high, officially confirming the index has been in a bear market since then.</p><p>&#34;This is a market that is schizophrenic,&#34; said Tim Ghriskey, senior portfolio strategist at Ingalls &amp; Snyder in New York. &#34;There are those who believe everything negative has been discounted and there are others who believe that the worst is yet to come.&#34;</p><p>&#34;It’s a period of a lot of uncertainty, it’s been this way all month,&#34; Ghriskey added.</p><p>Among a spate of economic data released on Thursday, the Commerce Department&#39;s advance take on fourth-quarter GDP shows the U.S. economy in 2021 grew at its fastest pace in nearly four decades.</p><p>Markets seesawed following the release on Wednesday of the FOMC statement, which left key interest rates near zero, and Fed Chairman Jerome Powell&#39;s subsequent Q&amp;A session during which he appeared to raise the possibility of more rate hikes this year than previously expected, beginning in March.</p><p>The fed funds futures market now prices in nearly five rate hikes this year in the wake of Powell&#39;s remarks.</p><p>Geopolitical tensions simmered, as Russia continues to build up troops along the Ukrainian border and diplomats scramble to avoid conflict in the region.</p><p>The Dow Jones Industrial Average fell 7.31 points, or 0.02%, to 34,160.78, the S&amp;P 500 lost 23.42 points, or 0.54%, to 4,326.51 and the Nasdaq Composite dropped 189.34 points, or 1.4%, to 13,352.78.</p><p>Of the 11 major sectors in the S&amp;P 500, five ended in the red, with consumer discretionary stocks suffering the largest percentage slide.</p><p>Fourth-quarter reporting season has hit full stride, with 145 of the companies in the S&amp;P 500 having reported. Of those, 79% have delivered consensus-beating results, according to Refinitiv data.</p><p>Analysts now see, on aggregate, year-on-year fourth-quarter earnings growth of 24.2% for the S&amp;P 500, per Refinitiv.</p><p>&#34;The numbers and especially the guidance has not been that inspiring and that’s a factor that’s been limiting the upside so far this week,&#34; said Chuck Carlson, chief executive officer at Horizon Investment Services in Hammond, Indiana.</p><p>Supply-chain challenges, the engine driving inflation through the recovery from the global health crisis, have been a recurring theme this earnings season.</p><p>Intel Corp cited that issue as the reason behind its disappointing first-quarter earnings forecast, which sent its shares tumbling 7.0%.</p><p>Intel&#39;s dismal outlook weighed on the broader sector, sending the Philadelphia SE semiconductor index down 4.8%, its worst one-day decline since March 8, 2021.</p><p>Shares of Tesla Inc dropped 11.6% after the company warned that supply issues will last throughout 2022. Shares of rivals Lucid Group and Rivian Automotive were down 14.1% and 10.5%, respectively.</p><p>Netflix Inc jumped 7.5% following news that billionaire investor William Ackman has amassed a new $1 billion stake in the company.</p><p>Apple Inc shares gained more than 5% in post-market trading after the iPhone maker beat profit estimates.</p><p>Declining issues outnumbered advancing ones on the NYSE by a 2.65-to-1 ratio; on Nasdaq, a 3.71-to-1 ratio favored decliners.</p><p>The S&amp;P 500 posted 17 new 52-week highs and 15 new lows; the Nasdaq Composite recorded 19 new highs and 581 new lows.</p><p>Volume on U.S. exchanges was 13.29 billion shares, compared with the 11.86 billion average over the last 20 trading days.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2206412188","content_text":"* Russell 2000 confirms it entered bear market on Nov 8* Apple gains in after-hours trading after results* Netflix jumps after Ackman builds new stake* U.S. economy's 2021 growth best since 1984* Indexes down: Dow 0.02%, S&P 0.54%, Nasdaq 1.40%NEW YORK, Jan 27 (Reuters) - Wall Street gyrated wildly on Thursday, the S&P 500 once again narrowly avoiding correction confirmation at the end of a session marked by a rally, selloff and recovery as investors juggled positive economic news with mixed corporate earnings, geopolitical unrest and the prospect of a more hawkish Federal Reserve.All three major U.S. stock indexes ended lower, having been whipsawed by uncertainty in recent days, marked by wide fluctuations and heightened volatility.Smallcaps have had a rougher go of it, with the Russell 2000 now more than 20% below its Nov. 8 record high, officially confirming the index has been in a bear market since then.\"This is a market that is schizophrenic,\" said Tim Ghriskey, senior portfolio strategist at Ingalls & Snyder in New York. \"There are those who believe everything negative has been discounted and there are others who believe that the worst is yet to come.\"\"It’s a period of a lot of uncertainty, it’s been this way all month,\" Ghriskey added.Among a spate of economic data released on Thursday, the Commerce Department's advance take on fourth-quarter GDP shows the U.S. economy in 2021 grew at its fastest pace in nearly four decades.Markets seesawed following the release on Wednesday of the FOMC statement, which left key interest rates near zero, and Fed Chairman Jerome Powell's subsequent Q&A session during which he appeared to raise the possibility of more rate hikes this year than previously expected, beginning in March.The fed funds futures market now prices in nearly five rate hikes this year in the wake of Powell's remarks.Geopolitical tensions simmered, as Russia continues to build up troops along the Ukrainian border and diplomats scramble to avoid conflict in the region.The Dow Jones Industrial Average fell 7.31 points, or 0.02%, to 34,160.78, the S&P 500 lost 23.42 points, or 0.54%, to 4,326.51 and the Nasdaq Composite dropped 189.34 points, or 1.4%, to 13,352.78.Of the 11 major sectors in the S&P 500, five ended in the red, with consumer discretionary stocks suffering the largest percentage slide.Fourth-quarter reporting season has hit full stride, with 145 of the companies in the S&P 500 having reported. Of those, 79% have delivered consensus-beating results, according to Refinitiv data.Analysts now see, on aggregate, year-on-year fourth-quarter earnings growth of 24.2% for the S&P 500, per Refinitiv.\"The numbers and especially the guidance has not been that inspiring and that’s a factor that’s been limiting the upside so far this week,\" said Chuck Carlson, chief executive officer at Horizon Investment Services in Hammond, Indiana.Supply-chain challenges, the engine driving inflation through the recovery from the global health crisis, have been a recurring theme this earnings season.Intel Corp cited that issue as the reason behind its disappointing first-quarter earnings forecast, which sent its shares tumbling 7.0%.Intel's dismal outlook weighed on the broader sector, sending the Philadelphia SE semiconductor index down 4.8%, its worst one-day decline since March 8, 2021.Shares of Tesla Inc dropped 11.6% after the company warned that supply issues will last throughout 2022. Shares of rivals Lucid Group and Rivian Automotive were down 14.1% and 10.5%, respectively.Netflix Inc jumped 7.5% following news that billionaire investor William Ackman has amassed a new $1 billion stake in the company.Apple Inc shares gained more than 5% in post-market trading after the iPhone maker beat profit estimates.Declining issues outnumbered advancing ones on the NYSE by a 2.65-to-1 ratio; on Nasdaq, a 3.71-to-1 ratio favored decliners.The S&P 500 posted 17 new 52-week highs and 15 new lows; the Nasdaq Composite recorded 19 new highs and 581 new lows.Volume on U.S. exchanges was 13.29 billion shares, compared with the 11.86 billion average over the last 20 trading days.","news_type":1},"isVote":1,"tweetType":1,"viewCount":85,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9926064416,"gmtCreate":1671423161836,"gmtModify":1676538534081,"author":{"id":"3582617881962608","authorId":"3582617881962608","name":"Ahsiang","avatar":"https://static.tigerbbs.com/310f96e7696af85ae33ece774a483d15","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3582617881962608","idStr":"3582617881962608"},"themes":[],"htmlText":"Sure anot","listText":"Sure anot","text":"Sure anot","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":3,"repostSize":0,"link":"https://ttm.financial/post/9926064416","repostId":"2292286774","repostType":4,"repost":{"id":"2292286774","pubTimestamp":1671422971,"share":"https://ttm.financial/m/news/2292286774?lang=&edition=fundamental","pubTime":"2022-12-19 12:09","market":"us","language":"en","title":"2022 Bargain Shopping: 2 Smart Stocks to Buy Before the New Year","url":"https://stock-news.laohu8.com/highlight/detail?id=2292286774","media":"Motley Fool","summary":"These stocks look cheap -- especially considering their long-term potential.","content":"<html><head></head><body><p>You may see a lot of bargains in the shops and online this season. But there&#39;s an even better place to find a good deal these days. I&#39;m talking about the stock market. This year&#39;s long sell-off has weighed on the valuations of stocks across industries and left many at dirt-cheap levels. And this equals a buying opportunity for you.</p><p><i>&#34;But what if these stocks fall even further?&#34;</i> you might wonder. Well, it&#39;s impossible to effectively time the market, and it&#39;s a bad idea to try. So the best thing you can do is buy strong stocks when their valuations are reasonable -- and then hold onto them for the long term. If your stocks gain, you&#39;ll still benefit even if you didn&#39;t buy them at their cyclical low points.</p><p>If you&#39;re ready to give this winning strategy a try, here are two smart stocks I&#39;d recommend buying before the new year.</p><h2>1. Teladoc Health</h2><p><b>Teladoc Health</b> stock soared during the early part of the pandemic. Patients flocked to telemedicine providers -- and Teladoc&#39;s visits and revenue climbed by triple-digit percentages.</p><p>But the company has demonstrated it isn&#39;t a pandemic-only business. Teladoc&#39;s revenue already was on the rise before COVID-19 struck. And in this later stage of the health crisis, it continues to post double-digit percentage gains in revenue and visits. Teladoc also has built a solid client base, serving more than half of the companies in the Fortune 500.</p><p>Another positive point: Contracts are getting bigger. Its average deal size today is 50% bigger than a year ago.</p><p>So why is Teladoc stock heading for the end of 2022 with a mind-boggling 70% year-to-date decline? The company reported billion-dollar non-cash goodwill impairment charges in the first two quarters linked to its acquisition of Livongo. This was disappointing news. But the Livongo purchase still gives Teladoc strengths in the chronic care space -- a key growth area. So this purchase could pay off over the long term.</p><p>The third quarter brought investors some good news. Teladoc&#39;s loss narrowed. And the company continued to grow its U.S. member numbers and its revenue per member metric. This is important because it should support revenue growth.</p><p>Another thing to keep in mind is that the telemedicine market is on the rise. In North America alone, it&#39;s expected to register a compound annual growth rate of about 19% through 2030, according to Grand View Research.</p><p>Today, Teladoc shares are trading at their cheapest level <i>ever</i> in relation to sales. This is a major bargain considering the company&#39;s long-term potential.</p><h2>2. Abbott Laboratories</h2><p>There are two reasons to like <b>Abbott Laboratories</b>. First, let&#39;s talk about passive income. Abbott will pay you well just for owning the stock. Dividends are great any time. But it&#39;s particularly nice to have this guaranteed income during tough market times.</p><p>And Abbott isn&#39;t just a dividend stock -- it&#39;s a Dividend King. This means it has raised its payouts annually for at least the past 50 consecutive years. So you probably can count on your dividend payments progressively growing further.</p><p>Now for the second reason to like Abbott. The company is diversified across four businesses: medical devices, diagnostics, nutrition, and established pharmaceuticals. This is positive because even when one of those businesses faces challenges, the others may still be gaining ground.</p><p>Abbott has grown its free cash flow and return on invested capital over time.</p><p><img src=\"https://static.tigerbbs.com/053ae37cdf88229d770c12540a333184\" tg-width=\"720\" tg-height=\"463\" referrerpolicy=\"no-referrer\"/></p><p>ABT Free Cash Flow data by YCharts.</p><p>And it recently increased its full-year earnings-per-share forecast.</p><p>All of this means you can count on Abbott for passive income, earnings growth, and good use of its cash -- a great mix. At today&#39;s valuation of 20 times forward earnings estimates, Abbott&#39;s a stock you won&#39;t want to miss.</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>2022 Bargain Shopping: 2 Smart Stocks to Buy Before the New Year</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\">\n2022 Bargain Shopping: 2 Smart Stocks to Buy Before the New Year\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-12-19 12:09 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2022/12/18/bargain-shopping-2-smart-stocks-to-buy-before-2023/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>You may see a lot of bargains in the shops and online this season. But there's an even better place to find a good deal these days. I'm talking about the stock market. This year's long sell-off has ...</p>\n\n<a href=\"https://www.fool.com/investing/2022/12/18/bargain-shopping-2-smart-stocks-to-buy-before-2023/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"ABT":"雅培","TDOC":"Teladoc Health Inc."},"source_url":"https://www.fool.com/investing/2022/12/18/bargain-shopping-2-smart-stocks-to-buy-before-2023/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2292286774","content_text":"You may see a lot of bargains in the shops and online this season. But there's an even better place to find a good deal these days. I'm talking about the stock market. This year's long sell-off has weighed on the valuations of stocks across industries and left many at dirt-cheap levels. And this equals a buying opportunity for you.\"But what if these stocks fall even further?\" you might wonder. Well, it's impossible to effectively time the market, and it's a bad idea to try. So the best thing you can do is buy strong stocks when their valuations are reasonable -- and then hold onto them for the long term. If your stocks gain, you'll still benefit even if you didn't buy them at their cyclical low points.If you're ready to give this winning strategy a try, here are two smart stocks I'd recommend buying before the new year.1. Teladoc HealthTeladoc Health stock soared during the early part of the pandemic. Patients flocked to telemedicine providers -- and Teladoc's visits and revenue climbed by triple-digit percentages.But the company has demonstrated it isn't a pandemic-only business. Teladoc's revenue already was on the rise before COVID-19 struck. And in this later stage of the health crisis, it continues to post double-digit percentage gains in revenue and visits. Teladoc also has built a solid client base, serving more than half of the companies in the Fortune 500.Another positive point: Contracts are getting bigger. Its average deal size today is 50% bigger than a year ago.So why is Teladoc stock heading for the end of 2022 with a mind-boggling 70% year-to-date decline? The company reported billion-dollar non-cash goodwill impairment charges in the first two quarters linked to its acquisition of Livongo. This was disappointing news. But the Livongo purchase still gives Teladoc strengths in the chronic care space -- a key growth area. So this purchase could pay off over the long term.The third quarter brought investors some good news. Teladoc's loss narrowed. And the company continued to grow its U.S. member numbers and its revenue per member metric. This is important because it should support revenue growth.Another thing to keep in mind is that the telemedicine market is on the rise. In North America alone, it's expected to register a compound annual growth rate of about 19% through 2030, according to Grand View Research.Today, Teladoc shares are trading at their cheapest level ever in relation to sales. This is a major bargain considering the company's long-term potential.2. Abbott LaboratoriesThere are two reasons to like Abbott Laboratories. First, let's talk about passive income. Abbott will pay you well just for owning the stock. Dividends are great any time. But it's particularly nice to have this guaranteed income during tough market times.And Abbott isn't just a dividend stock -- it's a Dividend King. This means it has raised its payouts annually for at least the past 50 consecutive years. So you probably can count on your dividend payments progressively growing further.Now for the second reason to like Abbott. The company is diversified across four businesses: medical devices, diagnostics, nutrition, and established pharmaceuticals. This is positive because even when one of those businesses faces challenges, the others may still be gaining ground.Abbott has grown its free cash flow and return on invested capital over time.ABT Free Cash Flow data by YCharts.And it recently increased its full-year earnings-per-share forecast.All of this means you can count on Abbott for passive income, earnings growth, and good use of its cash -- a great mix. At today's valuation of 20 times forward earnings estimates, Abbott's a stock you won't want to miss.","news_type":1},"isVote":1,"tweetType":1,"viewCount":140,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9915642510,"gmtCreate":1665028676930,"gmtModify":1676537547026,"author":{"id":"3582617881962608","authorId":"3582617881962608","name":"Ahsiang","avatar":"https://static.tigerbbs.com/310f96e7696af85ae33ece774a483d15","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3582617881962608","idStr":"3582617881962608"},"themes":[],"htmlText":"Chiong arrrrrrrrrrrr&nbsp;","listText":"Chiong arrrrrrrrrrrr&nbsp;","text":"Chiong arrrrrrrrrrrr","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":4,"repostSize":0,"link":"https://ttm.financial/post/9915642510","repostId":"2273289978","repostType":4,"repost":{"id":"2273289978","weMediaInfo":{"introduction":"Reuters.com brings you the latest news from around the world, covering breaking news in markets, business, politics, entertainment and technology","home_visible":1,"media_name":"Reuters","id":"1036604489","head_image":"https://static.tigerbbs.com/443ce19704621c837795676028cec868"},"pubTimestamp":1665010824,"share":"https://ttm.financial/m/news/2273289978?lang=&edition=fundamental","pubTime":"2022-10-06 07:00","market":"us","language":"en","title":"US STOCKS-Wall St Ends Down As Two-Day Rally Fizzles on Data, Fed Message","url":"https://stock-news.laohu8.com/highlight/detail?id=2273289978","media":"Reuters","summary":"Stocks rise in late-day surge on oversold conditionsU.S. private payrolls increase in September - ADPTwitter eases from one-year high, Tesla falls 6%Energy stocks jump as OPEC+ agrees to oil output cu","content":"<html><head></head><body><ul><li>Stocks rise in late-day surge on oversold conditions</li><li>U.S. private payrolls increase in September - ADP</li><li>Twitter eases from one-year high, Tesla falls 6%</li><li>Energy stocks jump as OPEC+ agrees to oil output cuts</li><li>Indices fall: Dow down 0.14%, S&amp;P 0.20%, Nasdaq 0.25%</li></ul><p>Wall Street stocks closed lower on Wednesday, unable to sustain a late-day surge, after data showing strong U.S. labor demand again suggested the Federal Reserve will keep interest rates higher for longer.</p><p>Fed officials have insisted on aggressive rate tightening to battle inflation, a message the market has feared would lead to a hard landing and likely recession.</p><p>However, investors also sought bargains in a market that appears oversold. The forward price-to-earnings ratio is at 15.9, close to its historic mean, down from around 22 before the market&#39;s big slide this year.</p><p>&#34;By battling back, to me that is a favorable indicator that this rally could have legs,&#34; said Sam Stovall, chief investment strategist at CFRA Research in New York.</p><p>&#34;It too confirms that investors believe, traders believe, that there&#39;s still more to go in this rally,&#34; he said.</p><p>U.S. private employers stepped up hiring in September, the ADP National Employment report on Wednesday showed, suggesting rising rates and tighter financial conditions have yet to curb labor demand as the Fed battles high inflation.</p><p>The Institute for Supply Management&#39;s services industry employment gauge shot up in another sign labor remains strong as the overall industry slowed modestly in September.</p><p>The Fed is expected to deliver a fourth straight 75-basis-point rate hike when policymakers meet Nov. 1-2, the pricing of fed fund futures shows, according to CME&#39;s FedWatch tool.</p><p>San Francisco Fed President Mary Daly told Bloomberg TV in an interview that inflation is problematic and that the U.S. central bank would stay the course.</p><p>&#34;The path is clear: we are going to raise rates to restrictive territory, then hold them there for a while,&#34; she said. &#34;We are committed to bringing inflation down, staying course until we are well and truly done.&#34;</p><p>The benchmark S&amp;P 500 index rose 5.7% Monday and Tuesday as Treasury yields slid sharply on softer U.S. economic data, the UK&#39;s turnaround on proposed tax cuts that had roiled markets and Australia&#39;s smaller-than-expected rate hike.</p><p>Treasury yields shot up again on Wednesday after the softer economic data failed to bolster budding hopes the Fed might pivot to a less hawkish policy stance.</p><p>Eight of the 11 major S&amp;P 500 sectors fell, led by a 2.25% decline in utilities and 1.9% drop in real estate.</p><p>The energy sector led the market higher, up 2.06%, after the Organization of the Petroleum Exporting Countries and allies agreed to cut oil production the deepest since the COVID-19 pandemic began, curbing supply in an already tight market.</p><p>The Dow Jones Industrial Average fell 42.45 points, or 0.14%, to 30,273.87, the S&amp;P 500 lost 7.65 points, or 0.20%, to 3,783.28 and the Nasdaq Composite dropped 27.77 points, or 0.25%, to 11,148.64.</p><p>Volume on U.S. exchanges was 10.43 billion shares, compared with the 11.64 billion average for the full session over the past 20 trading days.</p><p>Twitter Inc lost momentum in line with its peers, a day after surging 22% on billionaire Elon Musk&#39;s decision to proceed with his original $44-billion bid to take the social media company private.</p><p>Twitter fell 1.35% and Tesla Inc, the electric-car maker headed by Musk, also slid 3.46.</p><p>Declining issues outnumbered advancers on the NYSE by a 2.08-to-1 ratio; on Nasdaq, a 1.69-to-1 ratio favored decliners.</p><p>The S&amp;P 500 posted two new 52-week highs and nine new lows; the Nasdaq Composite recorded 49 new highs and 128 new lows.</p><p><img src=\"https://static.tigerbbs.com/b3a33699b08a1ca797d83440e680afee\" tg-width=\"1080\" tg-height=\"1920\" 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>US STOCKS-Wall St Ends Down As Two-Day Rally Fizzles on Data, Fed Message</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\">\nUS STOCKS-Wall St Ends Down As Two-Day Rally Fizzles on Data, Fed Message\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1036604489\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/443ce19704621c837795676028cec868);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Reuters </p>\n<p class=\"h-time\">2022-10-06 07:00</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><ul><li>Stocks rise in late-day surge on oversold conditions</li><li>U.S. private payrolls increase in September - ADP</li><li>Twitter eases from one-year high, Tesla falls 6%</li><li>Energy stocks jump as OPEC+ agrees to oil output cuts</li><li>Indices fall: Dow down 0.14%, S&amp;P 0.20%, Nasdaq 0.25%</li></ul><p>Wall Street stocks closed lower on Wednesday, unable to sustain a late-day surge, after data showing strong U.S. labor demand again suggested the Federal Reserve will keep interest rates higher for longer.</p><p>Fed officials have insisted on aggressive rate tightening to battle inflation, a message the market has feared would lead to a hard landing and likely recession.</p><p>However, investors also sought bargains in a market that appears oversold. The forward price-to-earnings ratio is at 15.9, close to its historic mean, down from around 22 before the market&#39;s big slide this year.</p><p>&#34;By battling back, to me that is a favorable indicator that this rally could have legs,&#34; said Sam Stovall, chief investment strategist at CFRA Research in New York.</p><p>&#34;It too confirms that investors believe, traders believe, that there&#39;s still more to go in this rally,&#34; he said.</p><p>U.S. private employers stepped up hiring in September, the ADP National Employment report on Wednesday showed, suggesting rising rates and tighter financial conditions have yet to curb labor demand as the Fed battles high inflation.</p><p>The Institute for Supply Management&#39;s services industry employment gauge shot up in another sign labor remains strong as the overall industry slowed modestly in September.</p><p>The Fed is expected to deliver a fourth straight 75-basis-point rate hike when policymakers meet Nov. 1-2, the pricing of fed fund futures shows, according to CME&#39;s FedWatch tool.</p><p>San Francisco Fed President Mary Daly told Bloomberg TV in an interview that inflation is problematic and that the U.S. central bank would stay the course.</p><p>&#34;The path is clear: we are going to raise rates to restrictive territory, then hold them there for a while,&#34; she said. &#34;We are committed to bringing inflation down, staying course until we are well and truly done.&#34;</p><p>The benchmark S&amp;P 500 index rose 5.7% Monday and Tuesday as Treasury yields slid sharply on softer U.S. economic data, the UK&#39;s turnaround on proposed tax cuts that had roiled markets and Australia&#39;s smaller-than-expected rate hike.</p><p>Treasury yields shot up again on Wednesday after the softer economic data failed to bolster budding hopes the Fed might pivot to a less hawkish policy stance.</p><p>Eight of the 11 major S&amp;P 500 sectors fell, led by a 2.25% decline in utilities and 1.9% drop in real estate.</p><p>The energy sector led the market higher, up 2.06%, after the Organization of the Petroleum Exporting Countries and allies agreed to cut oil production the deepest since the COVID-19 pandemic began, curbing supply in an already tight market.</p><p>The Dow Jones Industrial Average fell 42.45 points, or 0.14%, to 30,273.87, the S&amp;P 500 lost 7.65 points, or 0.20%, to 3,783.28 and the Nasdaq Composite dropped 27.77 points, or 0.25%, to 11,148.64.</p><p>Volume on U.S. exchanges was 10.43 billion shares, compared with the 11.64 billion average for the full session over the past 20 trading days.</p><p>Twitter Inc lost momentum in line with its peers, a day after surging 22% on billionaire Elon Musk&#39;s decision to proceed with his original $44-billion bid to take the social media company private.</p><p>Twitter fell 1.35% and Tesla Inc, the electric-car maker headed by Musk, also slid 3.46.</p><p>Declining issues outnumbered advancers on the NYSE by a 2.08-to-1 ratio; on Nasdaq, a 1.69-to-1 ratio favored decliners.</p><p>The S&amp;P 500 posted two new 52-week highs and nine new lows; the Nasdaq Composite recorded 49 new highs and 128 new lows.</p><p><img src=\"https://static.tigerbbs.com/b3a33699b08a1ca797d83440e680afee\" tg-width=\"1080\" tg-height=\"1920\" width=\"100%\" height=\"auto\"/></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".DJI":"道琼斯",".IXIC":"NASDAQ Composite"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2273289978","content_text":"Stocks rise in late-day surge on oversold conditionsU.S. private payrolls increase in September - ADPTwitter eases from one-year high, Tesla falls 6%Energy stocks jump as OPEC+ agrees to oil output cutsIndices fall: Dow down 0.14%, S&P 0.20%, Nasdaq 0.25%Wall Street stocks closed lower on Wednesday, unable to sustain a late-day surge, after data showing strong U.S. labor demand again suggested the Federal Reserve will keep interest rates higher for longer.Fed officials have insisted on aggressive rate tightening to battle inflation, a message the market has feared would lead to a hard landing and likely recession.However, investors also sought bargains in a market that appears oversold. The forward price-to-earnings ratio is at 15.9, close to its historic mean, down from around 22 before the market's big slide this year.\"By battling back, to me that is a favorable indicator that this rally could have legs,\" said Sam Stovall, chief investment strategist at CFRA Research in New York.\"It too confirms that investors believe, traders believe, that there's still more to go in this rally,\" he said.U.S. private employers stepped up hiring in September, the ADP National Employment report on Wednesday showed, suggesting rising rates and tighter financial conditions have yet to curb labor demand as the Fed battles high inflation.The Institute for Supply Management's services industry employment gauge shot up in another sign labor remains strong as the overall industry slowed modestly in September.The Fed is expected to deliver a fourth straight 75-basis-point rate hike when policymakers meet Nov. 1-2, the pricing of fed fund futures shows, according to CME's FedWatch tool.San Francisco Fed President Mary Daly told Bloomberg TV in an interview that inflation is problematic and that the U.S. central bank would stay the course.\"The path is clear: we are going to raise rates to restrictive territory, then hold them there for a while,\" she said. \"We are committed to bringing inflation down, staying course until we are well and truly done.\"The benchmark S&P 500 index rose 5.7% Monday and Tuesday as Treasury yields slid sharply on softer U.S. economic data, the UK's turnaround on proposed tax cuts that had roiled markets and Australia's smaller-than-expected rate hike.Treasury yields shot up again on Wednesday after the softer economic data failed to bolster budding hopes the Fed might pivot to a less hawkish policy stance.Eight of the 11 major S&P 500 sectors fell, led by a 2.25% decline in utilities and 1.9% drop in real estate.The energy sector led the market higher, up 2.06%, after the Organization of the Petroleum Exporting Countries and allies agreed to cut oil production the deepest since the COVID-19 pandemic began, curbing supply in an already tight market.The Dow Jones Industrial Average fell 42.45 points, or 0.14%, to 30,273.87, the S&P 500 lost 7.65 points, or 0.20%, to 3,783.28 and the Nasdaq Composite dropped 27.77 points, or 0.25%, to 11,148.64.Volume on U.S. exchanges was 10.43 billion shares, compared with the 11.64 billion average for the full session over the past 20 trading days.Twitter Inc lost momentum in line with its peers, a day after surging 22% on billionaire Elon Musk's decision to proceed with his original $44-billion bid to take the social media company private.Twitter fell 1.35% and Tesla Inc, the electric-car maker headed by Musk, also slid 3.46.Declining issues outnumbered advancers on the NYSE by a 2.08-to-1 ratio; on Nasdaq, a 1.69-to-1 ratio favored decliners.The S&P 500 posted two new 52-week highs and nine new lows; the Nasdaq Composite recorded 49 new highs and 128 new lows.","news_type":1},"isVote":1,"tweetType":1,"viewCount":127,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9002551261,"gmtCreate":1642047562330,"gmtModify":1676533675829,"author":{"id":"3582617881962608","authorId":"3582617881962608","name":"Ahsiang","avatar":"https://static.tigerbbs.com/310f96e7696af85ae33ece774a483d15","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3582617881962608","idStr":"3582617881962608"},"themes":[],"htmlText":"Like pls","listText":"Like pls","text":"Like pls","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9002551261","repostId":"1162325972","repostType":4,"repost":{"id":"1162325972","pubTimestamp":1642046225,"share":"https://ttm.financial/m/news/1162325972?lang=&edition=fundamental","pubTime":"2022-01-13 11:57","market":"us","language":"en","title":"Elon Musk Says Tesla Isn’t in India Yet Due to ‘Challenges With the Government’","url":"https://stock-news.laohu8.com/highlight/detail?id=1162325972","media":"Bloomberg","summary":"Elon Musk has wanted to sell Tesla Inc.cars in India as early as2019. Three years later, the U.S. el","content":"<html><head></head><body><p>Elon Musk has wanted to sell Tesla Inc.cars in India as early as2019. Three years later, the U.S. electric-vehicle pioneer isn’t really much closer.</p><p>“Still working through a lot of challenges with the government,” Musk said in a Twitter post early Thursday in Asia, replying to a user who’d asked if there was any update on Tesla’s launch in South Asian nation.</p><p>Tesla CEO Musk and Prime Minister Narendra Modi’s administration have been in talks for years, but disagreements over a local factory and the country’s import duties of as much as 100% have led to an impasse. The government has asked the EV maker to ramp up local procurement and share detailed manufacturing plans; Musk has demanded lower taxes so that Tesla can start off by selling imported vehicles at a cheaper price in a budget-conscious market.</p><p>In October, an Indian minister said he had asked Tesla to avoid selling China-made cars in the country, and urged the automaker to manufacture, sell and export vehicles from a local factory. India, with a population comparable to China, is a highly promising market for EV makers, but the country’s roads are still dominated by cheap, no-frills cars made by the local units of Suzuki Motor Corp.and Hyundai Motor Co.</p><p>Tesla will also face competition from other foreign players, including Mercedes-Benz, which announced Wednesday it’ll roll out a locally assembled EQS -- the electric version of its flagship S-Class sedan -- in India by the fourth quarter.</p></body></html>","source":"lsy1584095487587","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>Elon Musk Says Tesla Isn’t in India Yet Due to ‘Challenges With the Government’</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\">\nElon Musk Says Tesla Isn’t in India Yet Due to ‘Challenges With the Government’\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-01-13 11:57 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.bloomberg.com/news/articles/2022-01-13/elon-musk-flags-lot-of-challenges-ahead-of-tesla-s-india-entry><strong>Bloomberg</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Elon Musk has wanted to sell Tesla Inc.cars in India as early as2019. Three years later, the U.S. electric-vehicle pioneer isn’t really much closer.“Still working through a lot of challenges with the ...</p>\n\n<a href=\"https://www.bloomberg.com/news/articles/2022-01-13/elon-musk-flags-lot-of-challenges-ahead-of-tesla-s-india-entry\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TSLA":"特斯拉"},"source_url":"https://www.bloomberg.com/news/articles/2022-01-13/elon-musk-flags-lot-of-challenges-ahead-of-tesla-s-india-entry","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1162325972","content_text":"Elon Musk has wanted to sell Tesla Inc.cars in India as early as2019. Three years later, the U.S. electric-vehicle pioneer isn’t really much closer.“Still working through a lot of challenges with the government,” Musk said in a Twitter post early Thursday in Asia, replying to a user who’d asked if there was any update on Tesla’s launch in South Asian nation.Tesla CEO Musk and Prime Minister Narendra Modi’s administration have been in talks for years, but disagreements over a local factory and the country’s import duties of as much as 100% have led to an impasse. The government has asked the EV maker to ramp up local procurement and share detailed manufacturing plans; Musk has demanded lower taxes so that Tesla can start off by selling imported vehicles at a cheaper price in a budget-conscious market.In October, an Indian minister said he had asked Tesla to avoid selling China-made cars in the country, and urged the automaker to manufacture, sell and export vehicles from a local factory. India, with a population comparable to China, is a highly promising market for EV makers, but the country’s roads are still dominated by cheap, no-frills cars made by the local units of Suzuki Motor Corp.and Hyundai Motor Co.Tesla will also face competition from other foreign players, including Mercedes-Benz, which announced Wednesday it’ll roll out a locally assembled EQS -- the electric version of its flagship S-Class sedan -- in India by the fourth quarter.","news_type":1},"isVote":1,"tweetType":1,"viewCount":27,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":838712734,"gmtCreate":1629429269628,"gmtModify":1676530038504,"author":{"id":"3582617881962608","authorId":"3582617881962608","name":"Ahsiang","avatar":"https://static.tigerbbs.com/310f96e7696af85ae33ece774a483d15","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3582617881962608","idStr":"3582617881962608"},"themes":[],"htmlText":"Like pls","listText":"Like pls","text":"Like pls","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":3,"repostSize":0,"link":"https://ttm.financial/post/838712734","repostId":"1190786418","repostType":4,"repost":{"id":"1190786418","weMediaInfo":{"introduction":"Reuters.com brings you the latest news from around the world, covering breaking news in markets, business, politics, entertainment and technology","home_visible":1,"media_name":"Reuters","id":"1036604489","head_image":"https://static.tigerbbs.com/443ce19704621c837795676028cec868"},"pubTimestamp":1629428881,"share":"https://ttm.financial/m/news/1190786418?lang=&edition=fundamental","pubTime":"2021-08-20 11:08","market":"us","language":"en","title":"Musk says Tesla will launch prototype of humanoid robot next year","url":"https://stock-news.laohu8.com/highlight/detail?id=1190786418","media":"Reuters","summary":"SAN FRANCISCO, Aug 19 (Reuters) - Tesla Inc CEO Elon Musk on Thursday said it will probably launch t","content":"<p>SAN FRANCISCO, Aug 19 (Reuters) - Tesla Inc&nbsp;CEO Elon Musk on Thursday said it will probably launch the prototype of a humanoid robot called \"Tesla Bot\" next year, saying the robot would \"eliminate dangerous, repetitive, boring tasks.\"</p>\n<p>The robot with a human-like appearance would carry out the work people like to do least, with \"profound implications for the economy,\" Musk said at the company's AI Day event on Thursday.</p>\n<p>Tesla unveiled at the event&nbsp;chips it designed in-house&nbsp;for its fast computer, Dojo, to train its automated driving system.</p>\n<p>Musk said Dojo would be operational next year.</p>\n<p>A few years ago, Musk asked Tesla engineers \"to design a superfast training computer and that's how we started Project Dojo,\" Tesla director Ganesh Venkataramanan said at the AI Day event.</p>","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>Musk says Tesla will launch prototype of humanoid robot next year</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\">\nMusk says Tesla will launch prototype of humanoid robot next year\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1036604489\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/443ce19704621c837795676028cec868);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Reuters </p>\n<p class=\"h-time\">2021-08-20 11:08</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>SAN FRANCISCO, Aug 19 (Reuters) - Tesla Inc&nbsp;CEO Elon Musk on Thursday said it will probably launch the prototype of a humanoid robot called \"Tesla Bot\" next year, saying the robot would \"eliminate dangerous, repetitive, boring tasks.\"</p>\n<p>The robot with a human-like appearance would carry out the work people like to do least, with \"profound implications for the economy,\" Musk said at the company's AI Day event on Thursday.</p>\n<p>Tesla unveiled at the event&nbsp;chips it designed in-house&nbsp;for its fast computer, Dojo, to train its automated driving system.</p>\n<p>Musk said Dojo would be operational next year.</p>\n<p>A few years ago, Musk asked Tesla engineers \"to design a superfast training computer and that's how we started Project Dojo,\" Tesla director Ganesh Venkataramanan said at the AI Day event.</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TSLA":"特斯拉"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1190786418","content_text":"SAN FRANCISCO, Aug 19 (Reuters) - Tesla Inc CEO Elon Musk on Thursday said it will probably launch the prototype of a humanoid robot called \"Tesla Bot\" next year, saying the robot would \"eliminate dangerous, repetitive, boring tasks.\"\nThe robot with a human-like appearance would carry out the work people like to do least, with \"profound implications for the economy,\" Musk said at the company's AI Day event on Thursday.\nTesla unveiled at the event chips it designed in-house for its fast computer, Dojo, to train its automated driving system.\nMusk said Dojo would be operational next year.\nA few years ago, Musk asked Tesla engineers \"to design a superfast training computer and that's how we started Project Dojo,\" Tesla director Ganesh Venkataramanan said at the AI Day event.","news_type":1},"isVote":1,"tweetType":1,"viewCount":18,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9921247898,"gmtCreate":1671074335414,"gmtModify":1676538485902,"author":{"id":"3582617881962608","authorId":"3582617881962608","name":"Ahsiang","avatar":"https://static.tigerbbs.com/310f96e7696af85ae33ece774a483d15","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3582617881962608","idStr":"3582617881962608"},"themes":[],"htmlText":"Omg","listText":"Omg","text":"Omg","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/9921247898","repostId":"1145285433","repostType":4,"repost":{"id":"1145285433","weMediaInfo":{"introduction":"Reuters.com brings you the latest news from around the world, covering breaking news in markets, business, politics, entertainment and technology","home_visible":1,"media_name":"Reuters","id":"1036604489","head_image":"https://static.tigerbbs.com/443ce19704621c837795676028cec868"},"pubTimestamp":1671070064,"share":"https://ttm.financial/m/news/1145285433?lang=&edition=fundamental","pubTime":"2022-12-15 10:07","market":"us","language":"en","title":"Elon Musk Sells Tesla Shares Worth $3.58 Billion","url":"https://stock-news.laohu8.com/highlight/detail?id=1145285433","media":"Reuters","summary":"Dec 14  - Tesla IncChief Executive Officer Elon Musk has sold 22 million shares worth $3.58 billion in the electric-vehicle maker this week, a U.S. securities filing showed on Wednesday.The latest sale, Musk's second since his $44 billion purchase of Twitter in October, brings the total Tesla stocks sold by the billionaire to nearly $40 billion over the past year.He now owns 13.4% of the world's most valuable carmaker, according to Refinitiv data.Investor concerns that Musk's purchase of Twitter","content":"<html><head></head><body><p>Dec 14 (Reuters) - Tesla Inc Chief Executive Officer Elon Musk has sold 22 million shares worth $3.58 billion in the electric-vehicle maker this week, a U.S. securities filing showed on Wednesday.</p><p>The latest sale, Musk&#39;s second since his $44 billion purchase of Twitter in October, brings the total Tesla stocks sold by the billionaire to nearly $40 billion over the past year.</p><p>He now owns 13.4% of the world&#39;s most valuable carmaker, according to Refinitiv data.</p><p>Investor concerns that Musk&#39;s purchase of Twitter could divert his time away from Tesla have driven down shares of the company more than 60% in 2022, making it one of the worst-performing stocks among major automakers and tech firms this year.</p><p>The stock hit its lowest in over two years last night.</p><p>Musk, who recently lost his title as the world&#39;s richest person, unloaded shares over three days between Monday and Wednesday, according to the filing.</p><p>Tesla did not immediately respond to a Reuters request for comment outside business hours.</p><p>The latest share sale comes a month after Musk sold shares worth $4 billion in Tesla days after he closed the Twitter deal.</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>Elon Musk Sells Tesla Shares Worth $3.58 Billion</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\">\nElon Musk Sells Tesla Shares Worth $3.58 Billion\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1036604489\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/443ce19704621c837795676028cec868);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Reuters </p>\n<p class=\"h-time\">2022-12-15 10:07</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Dec 14 (Reuters) - Tesla Inc Chief Executive Officer Elon Musk has sold 22 million shares worth $3.58 billion in the electric-vehicle maker this week, a U.S. securities filing showed on Wednesday.</p><p>The latest sale, Musk&#39;s second since his $44 billion purchase of Twitter in October, brings the total Tesla stocks sold by the billionaire to nearly $40 billion over the past year.</p><p>He now owns 13.4% of the world&#39;s most valuable carmaker, according to Refinitiv data.</p><p>Investor concerns that Musk&#39;s purchase of Twitter could divert his time away from Tesla have driven down shares of the company more than 60% in 2022, making it one of the worst-performing stocks among major automakers and tech firms this year.</p><p>The stock hit its lowest in over two years last night.</p><p>Musk, who recently lost his title as the world&#39;s richest person, unloaded shares over three days between Monday and Wednesday, according to the filing.</p><p>Tesla did not immediately respond to a Reuters request for comment outside business hours.</p><p>The latest share sale comes a month after Musk sold shares worth $4 billion in Tesla days after he closed the Twitter deal.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TSLA":"特斯拉"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1145285433","content_text":"Dec 14 (Reuters) - Tesla Inc Chief Executive Officer Elon Musk has sold 22 million shares worth $3.58 billion in the electric-vehicle maker this week, a U.S. securities filing showed on Wednesday.The latest sale, Musk's second since his $44 billion purchase of Twitter in October, brings the total Tesla stocks sold by the billionaire to nearly $40 billion over the past year.He now owns 13.4% of the world's most valuable carmaker, according to Refinitiv data.Investor concerns that Musk's purchase of Twitter could divert his time away from Tesla have driven down shares of the company more than 60% in 2022, making it one of the worst-performing stocks among major automakers and tech firms this year.The stock hit its lowest in over two years last night.Musk, who recently lost his title as the world's richest person, unloaded shares over three days between Monday and Wednesday, according to the filing.Tesla did not immediately respond to a Reuters request for comment outside business hours.The latest share sale comes a month after Musk sold shares worth $4 billion in Tesla days after he closed the Twitter deal.","news_type":1},"isVote":1,"tweetType":1,"viewCount":38,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9966622442,"gmtCreate":1669521925186,"gmtModify":1676538204492,"author":{"id":"3582617881962608","authorId":"3582617881962608","name":"Ahsiang","avatar":"https://static.tigerbbs.com/310f96e7696af85ae33ece774a483d15","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3582617881962608","idStr":"3582617881962608"},"themes":[],"htmlText":"Omg","listText":"Omg","text":"Omg","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":10,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9966622442","repostId":"2286418053","repostType":4,"repost":{"id":"2286418053","pubTimestamp":1669522519,"share":"https://ttm.financial/m/news/2286418053?lang=&edition=fundamental","pubTime":"2022-11-27 12:15","market":"us","language":"en","title":"CPI Inflation Will Come Down: A Look At Walmart, Amazon, Costco And Home Depot","url":"https://stock-news.laohu8.com/highlight/detail?id=2286418053","media":"Seekingalpha","summary":"The Wall Street Journal wrote an article in the last 10 days or so noting that both Walmart (WMT) an","content":"<html><head></head><body><p>The Wall Street Journal wrote an article in the last 10 days or so noting that both Walmart (WMT) and Amazon (AMZN) will begin pushing back on their suppliers&#39; price hikes, which has forced the big retailers into the unenviable position of using “price” rather than traffic or volume to drive revenue growth since early 2020, given COVID and the various supply chain issues and distortions caused by COVID that have wreaked havoc on the business.</p><p>The WSJ article was eerily reminiscent of Joe Nocera’s article in the New York Times in the early 1990s, where Nocera noted that the one reason inflation likely remained contained in the early 1990s was due to Walmart and its emphasis on “every day low price” or EDLP, not in the literal sense, but from the perspective that the average American probably doesn’t realize the impact Walmart, Amazon, now Costco (COST) and Home Depot (HD), have on retail pricing today, given their size.</p><p>Walmart recently had a good earnings report for its fiscal 3rd quarter ended October ’22, where revenue grew 8.75%, operating income grew 4% and EPS grew 3.5% year-over-year (YoY). This blog previewed the earnings report on Seeking Alpha here.</p><p>If readers quickly peruse the earnings preview, it was noted that Walmart was suffering from “retail constipation” as inventory growth had far exceeded sales growth and for a company that runs like a Swiss watch, this was a rare occurrence indeed.</p><p>However, as the following spreadsheet shows, Walmart has vastly improved its revenue growth vs. inventory growth, although it&#39;s still not yet in line with historical standards:</p><p><img src=\"https://static.tigerbbs.com/e625a90dff771b0d7e944e64afea8474\" tg-width=\"640\" tg-height=\"21\" referrerpolicy=\"no-referrer\"/></p><p>Readers need to click on the above spreadsheet to see the relationship between revenue and inventory growth YoY and note how during COVID in 2020, inventory fell sharply and then – perhaps – a much stronger reopening was expected, which drove an inventory build.</p><p>And now in the late stages of 2022, particularly the last quarter, Walmart is finally getting the relationship back to normal, although it’s still not quite there yet, since ideally, revenue growth should exceed inventory growth YoY, for at least 3 of the 4 quarters every year.</p><p>What’s important for readers to understand is that this relationship impacts working capital and thus cash flow from operations, so just this one metric – particularly for a retailer – can have a dramatic influence on profitability and cash flow.</p><p>Walmart’s typical “inventory turnover” is usually between 2.0x and 2.5x looking back to 2018, but it’s now at under 2.0x, with the last 3 quarters coming in around 1.8x as the retail giant tries to push the inventory bowling ball through the snake.</p><p><i><b>Average ticket vs. traffic at Walmart:</b></i></p><p><img src=\"https://static.tigerbbs.com/332f3e192c3b45a529272f50930f72af\" tg-width=\"640\" tg-height=\"50\" referrerpolicy=\"no-referrer\"/></p><p>If you ever want some insight into a retail business look at “average ticket vs. traffic”: Walmart being the giant that it is, look how the two are used in tandem, both through the pandemic and then after it.</p><p>My guess is Walmart will do everything it can to reduce that “average ticket” over time. It’s a struggle now since the conference call notes said that Walmart is guiding to a consumer that might might slow spending in Q4 ’23 (ends Jan ’23) “given persistent inflationary pressure in food and consumables”, however that is probably a conservative guide for the giant retailer given its history.</p><p><i><b>Amazon: </b></i></p><p><img src=\"https://static.tigerbbs.com/fe4ee98477a97035578994e17e74c01f\" tg-width=\"640\" tg-height=\"21\" referrerpolicy=\"no-referrer\"/></p><p>This table shows the identical measurement that Walmart contains but it’s not apples-to-apples since Amazon Web Services, Subscriptions and Advertising revenue segments are now 31% of Amazon’s total revenue as of 9/30/22. It’s unknown to me how subscriptions and advertising impact “inventory” which would distort the inventory numbers so to speak.</p><p>What’s clear is that Amazon is still 69% online, physical stores and 3rd party resellers, and you would think that the advantage to the 3rd party re-sellers for Amazon is that it would allow Amazon to not have to use their balance sheet to stock inventory. (That’s an assumption on my part.)</p><p>The point being that the last quarter where Amazon’s revenue growth exceeded inventory growth was the June ’21 quarter right around the time the stock peaked at $188 per share.</p><p>Coincidence or Correlation? You tell me what you think.</p><p>Still as Amazon’s ecommerce division rights itself after expanding too rapidly, revenue consisting of 69-70% of $502 billion in total revenue, there should be ample opportunity to obtain supplier concessions in the Amazon marketplace.</p><p><i><b>Costco:</b></i></p><p>TTM revenue for Costco as of the August ’22 quarter, was $226 bl.</p><p>Costco never suffered the “traffic” decline that Walmart and Home Depot have incurred, thus their quarterly comps, which averaged roughly 5-6% in calendar 2019, have averaged 13% since calendar 2020 or the earliest days since the pandemic began.</p><p><img src=\"https://static.tigerbbs.com/98ef085cd44ff2d772e22c28d7df85f1\" tg-width=\"640\" tg-height=\"26\" referrerpolicy=\"no-referrer\"/></p><p>The problem with including Costco in an analysis with Walmart, Amazon and Home Depot, is that COST is a warehouse club and “inventory” is different than the typical retailer: my understanding is that inventory is taken in as a consignment rather than owned directly.</p><p>COST is probably better compared to Sam’s Club directly than Walmart itself, (with Sam’s Club being a division of Walmart) but with $226 billion in TTM sales, I thought it was worth a look from a market power perspective.</p><p>In Costco’s 10-Q, the various product lines are broken out and the revenue detailed and for COST, “Foods &amp; Sundries” and “Fresh Foods” are roughly 50% of COST’s total revenue.</p><p>(I’m guessing – and please note that – COST is probably considerably smaller than Walmart&#39;s pure grocery or “fresh foods” segment. COST’s Q shows that “fresh foods” is just 13% of total revenue as of the last quarter.</p><p>(Note too that the next COST earnings report is December 8th and thus readers will get another look at food and grocery inflation as of November ’22 quarter-end, before the next CPI report.)</p><p><i><b>Home Depot:</b></i></p><p><img src=\"https://static.tigerbbs.com/57e116c38f010b75a0518c13078f757d\" tg-width=\"640\" tg-height=\"20\" referrerpolicy=\"no-referrer\"/></p><p>Although it’s not considered a “general merchandise retailer”, Home Depot was thrown into the mix given its annual revenue growth and housing’s importance to the CPI, i.e. owners&#39; equivalent rent, and such are a 30% weight in the CPI basket.</p><p><img src=\"https://static.tigerbbs.com/5e8a09a9efc6fb5ade6a35e65306d4e9\" tg-width=\"640\" tg-height=\"25\" referrerpolicy=\"no-referrer\"/></p><p>This above spreadsheet shows that Home Depot like Walmart is relying on “ticket” vs. traffic to make it through both the post-Covid supply chain issues and the housing slowdown.</p><p>What I worry about regarding Home Depot is that if you look at “cash flow vs. net income” you could make a case for the Home Depot business model being under some stress.</p><p><img src=\"https://static.tigerbbs.com/4313b9b9553313538aa9b1f4f5ca4b8c\" tg-width=\"640\" tg-height=\"48\" referrerpolicy=\"no-referrer\"/></p><p>This table compares Home Depot’s cash flow and free cash flow vs. net income and readers can see that as far back as 2017, the relationship looked normal but with the recent slowdown in housing, there is no question Home Depot is feeling the pressure, although part of it could be supply chain issues as well.</p><p>Is this a reason to sell Home Depot’s stock – probably not – but it speaks to how the quality of a company’s earnings are impacted when the model is placed under stress.</p><p><i><b>Summary/conclusion:</b></i> The total dollar value of US GDP at the end of 2021 was $23 trillion, and the four companies listed above represent about $1.5 trillion, or about 6.5% of that $23 trillion as of the latest quarter, using the “trailing-twelve-month” (TTM) revenue metric.</p><p>Walmart is America’s largest private sector employer employing 2.2 to 2.3 million, while Amazon is still a ways away from overtaking Walmart in that metric, but now employs 1.5 million Americans as of 9/30/22, up from 1.1 million as of September 2020.</p><p>Here’s how the trailing twelve-month revenue falls out by company as of the latest quarter reported:</p><ul><li>Walmart: $600 billion</li><li>Amazon: $502 billion</li><li>Costco: $227 billion</li><li>Home Depot: $157 billion</li><li>Total: $1,486 trillion</li></ul><p>The Wall Street Journal article made the point about Walmart’s and Amazon’s importance to consumer inflation, although many including David Faber of CNBC have done media specials on Walmart’s treatment of suppliers, etc. some of which are not always “fair and balanced” (and I’m not speaking of Faber’s special, which I thought was balanced).</p><p>But it’s at times like this that you can appreciate that as supply disruptions and the pandemic influences fade, Walmart has the ability to squeeze consumer inflation out of the pipeline. (Having never modeled Target, it wasn’t included in the above analysis.)</p><p>In Michael Porter’s legendary “Competitive Strategy” book, one of the competitive tenets in industry sparring matches is “power over suppliers”, thus Walmart could be said to have two of the basic principles, i.e. low-cost leader and power over suppliers, although Amazon has unquestionably closed the gap on Walmart and has become a formidable competitor since early this century.</p><p>Looking at Walmart’s “average” revenue growth since the mid ’90s here’s what I found:</p><ul><li>’20 to ’22: averaged 3% revenue growth</li><li>’10 to ’19: averaged 2% revenue growth</li><li>’00 to ’09: averaged 11% revenue growth</li><li>’96 to ’99: averaged 14% revenue growth</li></ul><p>What happened to Walmart’s revenue growth, if the same “compare” were run for Amazon, Amazon (and probably Costco too) would likely be the mirror image of these bullet points, which is probably a surprise to no one.</p><p>Walmart’s enormous competitive advantage today is that at least half their revenue – which was $600 billion TTM as of the last earnings report – is grocery, the holy grail of retail since it’s low cost and it drives foot traffic.</p><p>Walmart has to be the largest grocer in the world, or at the very least America, although I heard one CNBC guest around Walmart’s last earnings report say that he thought grocery was now 70% of Walmart’s total revenue. (That was a surprise.)</p><p>When Jeff Bezos stepped down as Amazon CEO, he said he was going to take on the “physical store” aspect of Amazon’s revenue base, which is the Whole Foods acquisition, thus while the big opportunity for Amazon is still “grocery” that has to be a very long uphill battle for the ecommerce giant given Walmart’s dominance. Not being a sell-side analyst it would seem that Costco and Kroger (KR) represent larger competitive threats to Walmart today than Amazon.</p><p>Agreeing in principle with the Wall Street Journal article, I hope this article provided a little more “analytical flavor” in terms of the numbers (and this article was probably too technical for easy reading), since these 4 retailers represent 6.5% of what was 2021 total GDP of $23 trillion.</p><p>Typically and historically per what’s been read, once inflation starts to roll over, it tends to continue to fall, so as Walmart and Amazon work through their bloated inventory and supply chain issues, expect more pressure on inflation, and in Walmart’s case especially food inflation.</p><p>Take everything you read here as one opinion, and with a substantial grain of salt. Hopefully, readers found the content interesting.</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>CPI Inflation Will Come Down: A Look At Walmart, Amazon, Costco And Home Depot</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\">\nCPI Inflation Will Come Down: A Look At Walmart, Amazon, Costco And Home Depot\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-11-27 12:15 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4560535-cpi-inflation-will-come-down-a-look-at-walmart-amazon-costco-and-home-depot><strong>Seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>The Wall Street Journal wrote an article in the last 10 days or so noting that both Walmart (WMT) and Amazon (AMZN) will begin pushing back on their suppliers' price hikes, which has forced the big ...</p>\n\n<a href=\"https://seekingalpha.com/article/4560535-cpi-inflation-will-come-down-a-look-at-walmart-amazon-costco-and-home-depot\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"COST":"好市多","AMZN":"亚马逊","HD":"家得宝","WMT":"沃尔玛"},"source_url":"https://seekingalpha.com/article/4560535-cpi-inflation-will-come-down-a-look-at-walmart-amazon-costco-and-home-depot","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2286418053","content_text":"The Wall Street Journal wrote an article in the last 10 days or so noting that both Walmart (WMT) and Amazon (AMZN) will begin pushing back on their suppliers' price hikes, which has forced the big retailers into the unenviable position of using “price” rather than traffic or volume to drive revenue growth since early 2020, given COVID and the various supply chain issues and distortions caused by COVID that have wreaked havoc on the business.The WSJ article was eerily reminiscent of Joe Nocera’s article in the New York Times in the early 1990s, where Nocera noted that the one reason inflation likely remained contained in the early 1990s was due to Walmart and its emphasis on “every day low price” or EDLP, not in the literal sense, but from the perspective that the average American probably doesn’t realize the impact Walmart, Amazon, now Costco (COST) and Home Depot (HD), have on retail pricing today, given their size.Walmart recently had a good earnings report for its fiscal 3rd quarter ended October ’22, where revenue grew 8.75%, operating income grew 4% and EPS grew 3.5% year-over-year (YoY). This blog previewed the earnings report on Seeking Alpha here.If readers quickly peruse the earnings preview, it was noted that Walmart was suffering from “retail constipation” as inventory growth had far exceeded sales growth and for a company that runs like a Swiss watch, this was a rare occurrence indeed.However, as the following spreadsheet shows, Walmart has vastly improved its revenue growth vs. inventory growth, although it's still not yet in line with historical standards:Readers need to click on the above spreadsheet to see the relationship between revenue and inventory growth YoY and note how during COVID in 2020, inventory fell sharply and then – perhaps – a much stronger reopening was expected, which drove an inventory build.And now in the late stages of 2022, particularly the last quarter, Walmart is finally getting the relationship back to normal, although it’s still not quite there yet, since ideally, revenue growth should exceed inventory growth YoY, for at least 3 of the 4 quarters every year.What’s important for readers to understand is that this relationship impacts working capital and thus cash flow from operations, so just this one metric – particularly for a retailer – can have a dramatic influence on profitability and cash flow.Walmart’s typical “inventory turnover” is usually between 2.0x and 2.5x looking back to 2018, but it’s now at under 2.0x, with the last 3 quarters coming in around 1.8x as the retail giant tries to push the inventory bowling ball through the snake.Average ticket vs. traffic at Walmart:If you ever want some insight into a retail business look at “average ticket vs. traffic”: Walmart being the giant that it is, look how the two are used in tandem, both through the pandemic and then after it.My guess is Walmart will do everything it can to reduce that “average ticket” over time. It’s a struggle now since the conference call notes said that Walmart is guiding to a consumer that might might slow spending in Q4 ’23 (ends Jan ’23) “given persistent inflationary pressure in food and consumables”, however that is probably a conservative guide for the giant retailer given its history.Amazon: This table shows the identical measurement that Walmart contains but it’s not apples-to-apples since Amazon Web Services, Subscriptions and Advertising revenue segments are now 31% of Amazon’s total revenue as of 9/30/22. It’s unknown to me how subscriptions and advertising impact “inventory” which would distort the inventory numbers so to speak.What’s clear is that Amazon is still 69% online, physical stores and 3rd party resellers, and you would think that the advantage to the 3rd party re-sellers for Amazon is that it would allow Amazon to not have to use their balance sheet to stock inventory. (That’s an assumption on my part.)The point being that the last quarter where Amazon’s revenue growth exceeded inventory growth was the June ’21 quarter right around the time the stock peaked at $188 per share.Coincidence or Correlation? You tell me what you think.Still as Amazon’s ecommerce division rights itself after expanding too rapidly, revenue consisting of 69-70% of $502 billion in total revenue, there should be ample opportunity to obtain supplier concessions in the Amazon marketplace.Costco:TTM revenue for Costco as of the August ’22 quarter, was $226 bl.Costco never suffered the “traffic” decline that Walmart and Home Depot have incurred, thus their quarterly comps, which averaged roughly 5-6% in calendar 2019, have averaged 13% since calendar 2020 or the earliest days since the pandemic began.The problem with including Costco in an analysis with Walmart, Amazon and Home Depot, is that COST is a warehouse club and “inventory” is different than the typical retailer: my understanding is that inventory is taken in as a consignment rather than owned directly.COST is probably better compared to Sam’s Club directly than Walmart itself, (with Sam’s Club being a division of Walmart) but with $226 billion in TTM sales, I thought it was worth a look from a market power perspective.In Costco’s 10-Q, the various product lines are broken out and the revenue detailed and for COST, “Foods & Sundries” and “Fresh Foods” are roughly 50% of COST’s total revenue.(I’m guessing – and please note that – COST is probably considerably smaller than Walmart's pure grocery or “fresh foods” segment. COST’s Q shows that “fresh foods” is just 13% of total revenue as of the last quarter.(Note too that the next COST earnings report is December 8th and thus readers will get another look at food and grocery inflation as of November ’22 quarter-end, before the next CPI report.)Home Depot:Although it’s not considered a “general merchandise retailer”, Home Depot was thrown into the mix given its annual revenue growth and housing’s importance to the CPI, i.e. owners' equivalent rent, and such are a 30% weight in the CPI basket.This above spreadsheet shows that Home Depot like Walmart is relying on “ticket” vs. traffic to make it through both the post-Covid supply chain issues and the housing slowdown.What I worry about regarding Home Depot is that if you look at “cash flow vs. net income” you could make a case for the Home Depot business model being under some stress.This table compares Home Depot’s cash flow and free cash flow vs. net income and readers can see that as far back as 2017, the relationship looked normal but with the recent slowdown in housing, there is no question Home Depot is feeling the pressure, although part of it could be supply chain issues as well.Is this a reason to sell Home Depot’s stock – probably not – but it speaks to how the quality of a company’s earnings are impacted when the model is placed under stress.Summary/conclusion: The total dollar value of US GDP at the end of 2021 was $23 trillion, and the four companies listed above represent about $1.5 trillion, or about 6.5% of that $23 trillion as of the latest quarter, using the “trailing-twelve-month” (TTM) revenue metric.Walmart is America’s largest private sector employer employing 2.2 to 2.3 million, while Amazon is still a ways away from overtaking Walmart in that metric, but now employs 1.5 million Americans as of 9/30/22, up from 1.1 million as of September 2020.Here’s how the trailing twelve-month revenue falls out by company as of the latest quarter reported:Walmart: $600 billionAmazon: $502 billionCostco: $227 billionHome Depot: $157 billionTotal: $1,486 trillionThe Wall Street Journal article made the point about Walmart’s and Amazon’s importance to consumer inflation, although many including David Faber of CNBC have done media specials on Walmart’s treatment of suppliers, etc. some of which are not always “fair and balanced” (and I’m not speaking of Faber’s special, which I thought was balanced).But it’s at times like this that you can appreciate that as supply disruptions and the pandemic influences fade, Walmart has the ability to squeeze consumer inflation out of the pipeline. (Having never modeled Target, it wasn’t included in the above analysis.)In Michael Porter’s legendary “Competitive Strategy” book, one of the competitive tenets in industry sparring matches is “power over suppliers”, thus Walmart could be said to have two of the basic principles, i.e. low-cost leader and power over suppliers, although Amazon has unquestionably closed the gap on Walmart and has become a formidable competitor since early this century.Looking at Walmart’s “average” revenue growth since the mid ’90s here’s what I found:’20 to ’22: averaged 3% revenue growth’10 to ’19: averaged 2% revenue growth’00 to ’09: averaged 11% revenue growth’96 to ’99: averaged 14% revenue growthWhat happened to Walmart’s revenue growth, if the same “compare” were run for Amazon, Amazon (and probably Costco too) would likely be the mirror image of these bullet points, which is probably a surprise to no one.Walmart’s enormous competitive advantage today is that at least half their revenue – which was $600 billion TTM as of the last earnings report – is grocery, the holy grail of retail since it’s low cost and it drives foot traffic.Walmart has to be the largest grocer in the world, or at the very least America, although I heard one CNBC guest around Walmart’s last earnings report say that he thought grocery was now 70% of Walmart’s total revenue. (That was a surprise.)When Jeff Bezos stepped down as Amazon CEO, he said he was going to take on the “physical store” aspect of Amazon’s revenue base, which is the Whole Foods acquisition, thus while the big opportunity for Amazon is still “grocery” that has to be a very long uphill battle for the ecommerce giant given Walmart’s dominance. Not being a sell-side analyst it would seem that Costco and Kroger (KR) represent larger competitive threats to Walmart today than Amazon.Agreeing in principle with the Wall Street Journal article, I hope this article provided a little more “analytical flavor” in terms of the numbers (and this article was probably too technical for easy reading), since these 4 retailers represent 6.5% of what was 2021 total GDP of $23 trillion.Typically and historically per what’s been read, once inflation starts to roll over, it tends to continue to fall, so as Walmart and Amazon work through their bloated inventory and supply chain issues, expect more pressure on inflation, and in Walmart’s case especially food inflation.Take everything you read here as one opinion, and with a substantial grain of salt. Hopefully, readers found the content interesting.","news_type":1},"isVote":1,"tweetType":1,"viewCount":135,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9999211988,"gmtCreate":1660532517646,"gmtModify":1676533488103,"author":{"id":"3582617881962608","authorId":"3582617881962608","name":"Ahsiang","avatar":"https://static.tigerbbs.com/310f96e7696af85ae33ece774a483d15","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3582617881962608","idStr":"3582617881962608"},"themes":[],"htmlText":"Chiong arrrrrrrrrrrr&nbsp;","listText":"Chiong arrrrrrrrrrrr&nbsp;","text":"Chiong arrrrrrrrrrrr","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9999211988","repostId":"1144854810","repostType":4,"repost":{"id":"1144854810","pubTimestamp":1660531821,"share":"https://ttm.financial/m/news/1144854810?lang=&edition=fundamental","pubTime":"2022-08-15 10:50","market":"us","language":"en","title":"QQQ: The Stock Market Rally Is Not The Start Of A New Bull Market","url":"https://stock-news.laohu8.com/highlight/detail?id=1144854810","media":"Seeking Alpha","summary":"SummaryThe NASDAQ 100 and QQQ have rallied by more than 20%.The rally has sent the ETF into overvalu","content":"<html><head></head><body><p>Summary</p><ul><li>The NASDAQ 100 and QQQ have rallied by more than 20%.</li><li>The rally has sent the ETF into overvalued territory.</li><li>These types of rallies are not unusual in bear markets.</li></ul><p>The <a href=\"https://laohu8.com/S/QQQ\">NASDAQ 100 ETF </a> has seen an explosive short-covering rally over the past several weeks as funds de-risk their portfolios. It has pushed the QQQ ETF up nearly 23% since the June 16 lows. These types of rallies within secularbear markets are not all that uncommon; rallies of similar size or more significance have occurred during the 2000 and 2008 cycles.</p><p>To make matters worse, the PE ratio of the NASDAQ 100 has soared back to levels that put this index back into expensive territory on a historical basis. That ratio is back to 24.9 times 2022 earnings estimates, pushing the ratio back to one standard deviation above its historical average since the middle of 2009 and the average of 20.2.</p><p><img src=\"https://static.tigerbbs.com/7ee829b252d213c4e2c7c6d7c899c5e4\" tg-width=\"640\" tg-height=\"337\" width=\"100%\" height=\"auto\"/></p><p>On top of that, earnings estimates for the NASDAQ 100 are on the decline, falling roughly 4.5% from their peak of $570.70 to around $545.08 per share. Meanwhile, the same estimates have risen just 3.8% from this point in time a year ago. It means that paying almost 25 times earnings estimates is no bargain.</p><p><img src=\"https://static.tigerbbs.com/db8563429b858ca869af5a886e29246c\" tg-width=\"640\" tg-height=\"352\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>Real yields have soared, making the NASDAQ 100 even more expensive compared to bonds. The 10-Yr TIP now trades around 35 bps, up from a -1.1% in August 2021. Meanwhile, the earnings yield for the NASDAQ has risen to around 4%, which means that the spread between real yields and the NASDAQ 100 earnings yield has narrowed to just 3.65%. That spread between the NASDAQ 100 and the real yield has narrowed to its lowest point since the fall of 2018.</p><p><img src=\"https://static.tigerbbs.com/264661dda3e45345c5625686c8846c05\" tg-width=\"640\" tg-height=\"242\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><h3>Financial Conditions Have Eased</h3><p>The reason the spread is contracting is that financial conditions are easing. As financial conditions ease, it appears to cause the spread between equities and real yields to narrow; when financial conditions tighten, it causes the spread to widen.</p><p><img src=\"https://static.tigerbbs.com/c50bda76b467b292dd43b745f4915dcc\" tg-width=\"640\" tg-height=\"337\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>If financial conditions ease further, there can be further multiple expansion. However, the Fed wants inflation rates to come down and is working hard to reshape the yield curve, and that work has started to show in the Fed Fund futures, which are removing the dovish pivot. Rates have risen dramatically, especially in months and years beyond 2022.</p><p><img src=\"https://static.tigerbbs.com/fc6e09dd2a5961be2a269fb295da0c02\" tg-width=\"640\" tg-height=\"500\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>But more importantly, for this monetary policy to effectively ripple through the economy, the Fed needs financial conditions to tighten and be a restrictive force, which means the Chicago Fed national financial conditions index needs to move above zero. As financial conditions begin to tighten, it should result in the spread widening again, leading to further multiple compression for the value of the NASDAQ 100 and causing the QQQ to decline. This could result in the PE ratio of the NASDAQ 100 falling back to around 20. With earnings this year estimated at $570.70, the value of the NASDAQ 100 would be 11,414, a nearly 16% decline, sending the QQQ back to a range of $275 to $280.</p><h3>Not Unusual Activity</h3><p>Additionally, what we see in the market is nothing new or unusual. It occurred during the two most recent bear markets. The QQQ rose by 41% from its intraday lows on May 24, 2000, until July 17, 2000. Then just a couple of weeks later, it did it again, rising by 24.25% from its intraday lows on August 3, 2000, until September 1, 2000. What followed was a very steep selloff.</p><p><img src=\"https://static.tigerbbs.com/7c7b523deafd04d85a2dc6a63b7315f7\" tg-width=\"640\" tg-height=\"344\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>The same thing happened from March 17, 2008, until June 5, 2008, with the index rising by 23.3%. The point is that these sudden and sharp rallies are not unusual.</p><p><img src=\"https://static.tigerbbs.com/113be0acec98248b02c17f46b3ddbd53\" tg-width=\"640\" tg-height=\"344\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>This rally has taken the index and the ETF back into an overvalued stance and retraced some of the more recent declines. It also put the focus back on financial conditions, which will need to tighten further to begin to have the desired effect of slowing the economy and reducing the inflation rate.</p><p>The rally, although nice, isn&#39;t likely to last as Fed monetary policy will need to be more restrictive to effectively bring the inflation rate back to the Fed&#39;s 2% target, and that will mean wide spreads, lower multiples, and slower growth. All bad news for stocks.</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>QQQ: The Stock Market Rally Is Not The Start Of A New Bull Market</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\">\nQQQ: The Stock Market Rally Is Not The Start Of A New Bull Market\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-08-15 10:50 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4534159-qqq-stock-market-rally-not-start-new-bull-market><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryThe NASDAQ 100 and QQQ have rallied by more than 20%.The rally has sent the ETF into overvalued territory.These types of rallies are not unusual in bear markets.The NASDAQ 100 ETF  has seen an ...</p>\n\n<a href=\"https://seekingalpha.com/article/4534159-qqq-stock-market-rally-not-start-new-bull-market\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"QQQ":"纳指100ETF"},"source_url":"https://seekingalpha.com/article/4534159-qqq-stock-market-rally-not-start-new-bull-market","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1144854810","content_text":"SummaryThe NASDAQ 100 and QQQ have rallied by more than 20%.The rally has sent the ETF into overvalued territory.These types of rallies are not unusual in bear markets.The NASDAQ 100 ETF  has seen an explosive short-covering rally over the past several weeks as funds de-risk their portfolios. It has pushed the QQQ ETF up nearly 23% since the June 16 lows. These types of rallies within secularbear markets are not all that uncommon; rallies of similar size or more significance have occurred during the 2000 and 2008 cycles.To make matters worse, the PE ratio of the NASDAQ 100 has soared back to levels that put this index back into expensive territory on a historical basis. That ratio is back to 24.9 times 2022 earnings estimates, pushing the ratio back to one standard deviation above its historical average since the middle of 2009 and the average of 20.2.On top of that, earnings estimates for the NASDAQ 100 are on the decline, falling roughly 4.5% from their peak of $570.70 to around $545.08 per share. Meanwhile, the same estimates have risen just 3.8% from this point in time a year ago. It means that paying almost 25 times earnings estimates is no bargain.Real yields have soared, making the NASDAQ 100 even more expensive compared to bonds. The 10-Yr TIP now trades around 35 bps, up from a -1.1% in August 2021. Meanwhile, the earnings yield for the NASDAQ has risen to around 4%, which means that the spread between real yields and the NASDAQ 100 earnings yield has narrowed to just 3.65%. That spread between the NASDAQ 100 and the real yield has narrowed to its lowest point since the fall of 2018.Financial Conditions Have EasedThe reason the spread is contracting is that financial conditions are easing. As financial conditions ease, it appears to cause the spread between equities and real yields to narrow; when financial conditions tighten, it causes the spread to widen.If financial conditions ease further, there can be further multiple expansion. However, the Fed wants inflation rates to come down and is working hard to reshape the yield curve, and that work has started to show in the Fed Fund futures, which are removing the dovish pivot. Rates have risen dramatically, especially in months and years beyond 2022.But more importantly, for this monetary policy to effectively ripple through the economy, the Fed needs financial conditions to tighten and be a restrictive force, which means the Chicago Fed national financial conditions index needs to move above zero. As financial conditions begin to tighten, it should result in the spread widening again, leading to further multiple compression for the value of the NASDAQ 100 and causing the QQQ to decline. This could result in the PE ratio of the NASDAQ 100 falling back to around 20. With earnings this year estimated at $570.70, the value of the NASDAQ 100 would be 11,414, a nearly 16% decline, sending the QQQ back to a range of $275 to $280.Not Unusual ActivityAdditionally, what we see in the market is nothing new or unusual. It occurred during the two most recent bear markets. The QQQ rose by 41% from its intraday lows on May 24, 2000, until July 17, 2000. Then just a couple of weeks later, it did it again, rising by 24.25% from its intraday lows on August 3, 2000, until September 1, 2000. What followed was a very steep selloff.The same thing happened from March 17, 2008, until June 5, 2008, with the index rising by 23.3%. The point is that these sudden and sharp rallies are not unusual.This rally has taken the index and the ETF back into an overvalued stance and retraced some of the more recent declines. It also put the focus back on financial conditions, which will need to tighten further to begin to have the desired effect of slowing the economy and reducing the inflation rate.The rally, although nice, isn't likely to last as Fed monetary policy will need to be more restrictive to effectively bring the inflation rate back to the Fed's 2% target, and that will mean wide spreads, lower multiples, and slower growth. All bad news for stocks.","news_type":1},"isVote":1,"tweetType":1,"viewCount":37,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9070910915,"gmtCreate":1656992348437,"gmtModify":1676535929156,"author":{"id":"3582617881962608","authorId":"3582617881962608","name":"Ahsiang","avatar":"https://static.tigerbbs.com/310f96e7696af85ae33ece774a483d15","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3582617881962608","idStr":"3582617881962608"},"themes":[],"htmlText":"Omg","listText":"Omg","text":"Omg","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9070910915","repostId":"2248731460","repostType":4,"repost":{"id":"2248731460","pubTimestamp":1656986181,"share":"https://ttm.financial/m/news/2248731460?lang=&edition=fundamental","pubTime":"2022-07-05 09:56","market":"us","language":"en","title":"Tesla: 10-K Footnotes And Bears' Arguments","url":"https://stock-news.laohu8.com/highlight/detail?id=2248731460","media":"Seekingalpha","summary":"ThesisI have been a long-term bull on Tesla (NASDAQ:TSLA) as you can see from my previous writings. ","content":"<html><head></head><body><h2>Thesis</h2><p>I have been a long-term bull on Tesla (NASDAQ:TSLA) as you can see from my previous writings. I have published a series of articles arguing for its nonlinear growth potential. In this article, I will switch perspective and address the bears’ counterargument. The point is not to prove them to be wrong. Quite the opposite, their concerns are 100% valid to me. I am analyzing these concerns not to dismiss their concerns, but to provide a full view, so we can all make an informed decision.</p><p>An open mind that can work with conflicting views is the starting point for investing, especially for nonlinear stocks like TSLA. And this has been a cornerstone of my own investing philosophy. And it is also a philosophy that my writing and market service always promote. We always value disconfirming information more than confirming information.</p><p>Charlie Munger was once asked for tips for investors who have to work with two opposing views. And his response quoted below, as usual, is so quotable:</p><blockquote>Charlie Munger: Well, I do have a tip. At times in my life, I have put myself to a standard that I think has helped me: I think I’m not really equipped to comment on this subject until I can state the arguments against my conclusion better than the people on the other side. If you do that all the time; if you’re looking for disconfirming evidence and putting yourself on a grill, that’s a good way to help remove ignorance.</blockquote><p>Following this wisdom, let’s play the game of arguing against ourselves. Many of you probably are familiar with the common bears’ view already such as high valuation, competition, carbon credit, et al. So, this article will limit the scope to two concerns (scale of government subsidies and tax incentives) not often discussed, concerns that have to be gleaned mostly from the footnotes or independent disclosures.</p><h2>Government Subsidies</h2><p>First, TSLA’s current financials are dressed up by a multitude of government aids, both from local state, federal, and also overseas. Musk is very vocal against government aid and if you follow his Twitter, you may form the wrong view that TSLA does not benefit from such aid.</p><p>On the contrary, TSLA benefits extensively from these aids. And given how fickly government policies can change, such aids form a considerable uncertainty for TSLA’s long-term prospects. Take U.S. aid as an example. These aids include federal loans, tax breaks, loan guarantees, bailout assistance, State/Local loans, bond financing, and venture capital. You can see a detailed list of these aids at this link. As of this writing, TSLA receives a total of 110 subsidies with a total face value of more than $2.5B. To put things into perspective, TSLA&#39;s 2021 total net income was only $5.6B.</p><p>These subsidies are not limited to the US alone. They come from overseas markets like Europe and China too, adding a further layer of uncertainties, as elaborated below.</p><p><img src=\"https://static.tigerbbs.com/b26cf6f11d634d38ca8769c4c4ded14b\" tg-width=\"640\" tg-height=\"226\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>Source: Subsidytracker.goodjobsfirst.org</p><h2>Tax Incentives</h2><p>The following chart shows TSLA’s most recent income statement. The taxes are highlighted. And as you can see, it earned $3.6B of pretax income in the quarter ended on March 31, 2022, and reported a provision for income tax of $346M. So this leads to an effective rate of less than 10% (9.6% to be precise). The picture of last year was very similar: $69M of tax provision on a $533M pretax earnings.</p><p>The reasons for such low tax rates, as indicated in its Form 10-K, are several temporary tax incentives. For example, China has approved a tax reduction for TSLA from the normal rate of 25% to 15%. The reason for singling out China here is twofold.</p><p>First, China has become an important market for TSLA. As of 2021, its China sales are nearly half of its U.S. sales, and the China sales contribute about half of its total pretax income. Second, the tax break is scheduled to expire in 2023. Given the large size of its China sales, if the tax rates do invert to 25% by 2023, the additional taxes in China alone will create a non-negligible impact on its earnings.</p><p>To further compound the uncertainty, TSLA cars are also exempted from the 10% purchase tax in China (as detailed in the following Reuters report). This exemption is also scheduled to expire in 2023 and whether it can be extended or not is uncertain.</p><blockquote>BEIJING (Reuters) - China will exempt Tesla Inc&#39;s TSLA.O electric vehicles from its purchase tax, the Ministry of Industry and Information Technology (MIIT) said on Friday. Tesla sees China as one of its most important, growing markets, and the exemption from a 10% purchase tax could reduce the cost of buying a Tesla by up to 99,000 yuan ($13,957.82), according to a post on Tesla’s social media WeChat account.</blockquote><p><img src=\"https://static.tigerbbs.com/369829514fefa1533595fc2ed905bd7e\" tg-width=\"640\" tg-height=\"419\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>Tesla form 10-Q</p><h2>Final Thoughts</h2><p>To summarize, the common bearish concerns such as high valuation, competition, carbon credit, et al., are 100% valid. Moreover, TSLA also faces other uncertainties such as extensive government subsidies and tax incentives from the local government, federal government, and overseas markets. These factors help to dress up TSLA’s financials to a substantial extent, but are not sustainable in the long term. Again, the goal here is not to dismiss the bears’ concerns, but to provide a full view, so we can all make a better investment decision.</p><p>Finally, let me conclude with a brief of my bullish thesis to caution bears with some upside risks too. As a nonlinear growth stock, TSLA enjoys higher-order benefits as it scales up its production and delivery, as argued in my earlier article. For such nonlinear stock, market psychology plays a large role, and it is usually a bad idea to short just based on valuation considerations. The price and value of such companies are often disconnected - and for extended periods of time. And Musk seems to be a master to work with this disconnection, as you can see from the chart below. The company has issued a total of $23.8B of new stocks between 2015 and 2021 cumulatively, while the debt was reduced to a mere $5.4B.</p><p><img src=\"https://static.tigerbbs.com/c6638b59bef4e20f516c5922083e8f14\" tg-width=\"640\" tg-height=\"346\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>Author based on Seeking Alpha data</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>Tesla: 10-K Footnotes And Bears' Arguments</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: 10-K Footnotes And Bears' Arguments\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-07-05 09:56 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4521621-tesla-10-k-footnotes-and-bears-arguments><strong>Seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>ThesisI have been a long-term bull on Tesla (NASDAQ:TSLA) as you can see from my previous writings. I have published a series of articles arguing for its nonlinear growth potential. In this article, I...</p>\n\n<a href=\"https://seekingalpha.com/article/4521621-tesla-10-k-footnotes-and-bears-arguments\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TSLA":"特斯拉"},"source_url":"https://seekingalpha.com/article/4521621-tesla-10-k-footnotes-and-bears-arguments","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2248731460","content_text":"ThesisI have been a long-term bull on Tesla (NASDAQ:TSLA) as you can see from my previous writings. I have published a series of articles arguing for its nonlinear growth potential. In this article, I will switch perspective and address the bears’ counterargument. The point is not to prove them to be wrong. Quite the opposite, their concerns are 100% valid to me. I am analyzing these concerns not to dismiss their concerns, but to provide a full view, so we can all make an informed decision.An open mind that can work with conflicting views is the starting point for investing, especially for nonlinear stocks like TSLA. And this has been a cornerstone of my own investing philosophy. And it is also a philosophy that my writing and market service always promote. We always value disconfirming information more than confirming information.Charlie Munger was once asked for tips for investors who have to work with two opposing views. And his response quoted below, as usual, is so quotable:Charlie Munger: Well, I do have a tip. At times in my life, I have put myself to a standard that I think has helped me: I think I’m not really equipped to comment on this subject until I can state the arguments against my conclusion better than the people on the other side. If you do that all the time; if you’re looking for disconfirming evidence and putting yourself on a grill, that’s a good way to help remove ignorance.Following this wisdom, let’s play the game of arguing against ourselves. Many of you probably are familiar with the common bears’ view already such as high valuation, competition, carbon credit, et al. So, this article will limit the scope to two concerns (scale of government subsidies and tax incentives) not often discussed, concerns that have to be gleaned mostly from the footnotes or independent disclosures.Government SubsidiesFirst, TSLA’s current financials are dressed up by a multitude of government aids, both from local state, federal, and also overseas. Musk is very vocal against government aid and if you follow his Twitter, you may form the wrong view that TSLA does not benefit from such aid.On the contrary, TSLA benefits extensively from these aids. And given how fickly government policies can change, such aids form a considerable uncertainty for TSLA’s long-term prospects. Take U.S. aid as an example. These aids include federal loans, tax breaks, loan guarantees, bailout assistance, State/Local loans, bond financing, and venture capital. You can see a detailed list of these aids at this link. As of this writing, TSLA receives a total of 110 subsidies with a total face value of more than $2.5B. To put things into perspective, TSLA's 2021 total net income was only $5.6B.These subsidies are not limited to the US alone. They come from overseas markets like Europe and China too, adding a further layer of uncertainties, as elaborated below.Source: Subsidytracker.goodjobsfirst.orgTax IncentivesThe following chart shows TSLA’s most recent income statement. The taxes are highlighted. And as you can see, it earned $3.6B of pretax income in the quarter ended on March 31, 2022, and reported a provision for income tax of $346M. So this leads to an effective rate of less than 10% (9.6% to be precise). The picture of last year was very similar: $69M of tax provision on a $533M pretax earnings.The reasons for such low tax rates, as indicated in its Form 10-K, are several temporary tax incentives. For example, China has approved a tax reduction for TSLA from the normal rate of 25% to 15%. The reason for singling out China here is twofold.First, China has become an important market for TSLA. As of 2021, its China sales are nearly half of its U.S. sales, and the China sales contribute about half of its total pretax income. Second, the tax break is scheduled to expire in 2023. Given the large size of its China sales, if the tax rates do invert to 25% by 2023, the additional taxes in China alone will create a non-negligible impact on its earnings.To further compound the uncertainty, TSLA cars are also exempted from the 10% purchase tax in China (as detailed in the following Reuters report). This exemption is also scheduled to expire in 2023 and whether it can be extended or not is uncertain.BEIJING (Reuters) - China will exempt Tesla Inc's TSLA.O electric vehicles from its purchase tax, the Ministry of Industry and Information Technology (MIIT) said on Friday. Tesla sees China as one of its most important, growing markets, and the exemption from a 10% purchase tax could reduce the cost of buying a Tesla by up to 99,000 yuan ($13,957.82), according to a post on Tesla’s social media WeChat account.Tesla form 10-QFinal ThoughtsTo summarize, the common bearish concerns such as high valuation, competition, carbon credit, et al., are 100% valid. Moreover, TSLA also faces other uncertainties such as extensive government subsidies and tax incentives from the local government, federal government, and overseas markets. These factors help to dress up TSLA’s financials to a substantial extent, but are not sustainable in the long term. Again, the goal here is not to dismiss the bears’ concerns, but to provide a full view, so we can all make a better investment decision.Finally, let me conclude with a brief of my bullish thesis to caution bears with some upside risks too. As a nonlinear growth stock, TSLA enjoys higher-order benefits as it scales up its production and delivery, as argued in my earlier article. For such nonlinear stock, market psychology plays a large role, and it is usually a bad idea to short just based on valuation considerations. The price and value of such companies are often disconnected - and for extended periods of time. And Musk seems to be a master to work with this disconnection, as you can see from the chart below. The company has issued a total of $23.8B of new stocks between 2015 and 2021 cumulatively, while the debt was reduced to a mere $5.4B.Author based on Seeking Alpha data","news_type":1},"isVote":1,"tweetType":1,"viewCount":43,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9064000248,"gmtCreate":1652241412684,"gmtModify":1676535060533,"author":{"id":"3582617881962608","authorId":"3582617881962608","name":"Ahsiang","avatar":"https://static.tigerbbs.com/310f96e7696af85ae33ece774a483d15","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3582617881962608","idStr":"3582617881962608"},"themes":[],"htmlText":"Buyyyyyyyyyyyyyyy","listText":"Buyyyyyyyyyyyyyyy","text":"Buyyyyyyyyyyyyyyy","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9064000248","repostId":"2234697813","repostType":4,"repost":{"id":"2234697813","pubTimestamp":1652240744,"share":"https://ttm.financial/m/news/2234697813?lang=&edition=fundamental","pubTime":"2022-05-11 11:45","market":"us","language":"en","title":"Is Apple Stock A Buy, Sell, Or Hold After Recent Earnings?","url":"https://stock-news.laohu8.com/highlight/detail?id=2234697813","media":"Seeking Alpha","summary":"SummaryApple's March-quarter results set a new non-holiday record with a sales and earnings beat des","content":"<html><head></head><body><p><b>Summary</b></p><ul><li>Apple&#39;s March-quarter results set a new non-holiday record with a sales and earnings beat despite slowing consumption and ongoing supply constraints.</li><li>Yet, the stock&#39;s performance has been pressured by broad-based market volatility in response to macro challenges that include tightening financial conditions, which do not bode well with growth stocks.</li><li>Considering Apple&#39;s robust balance sheet and continued market strength even under the currently harsh market climate, the stock remains a safe investment with reasonable expectations for further gains ahead.</li><li>With the impending roll-out of new segments like automotive and virtual reality buoying entry into new markets and fresh growth opportunities, the current market turmoil creates an attractive buying opportunity for Apple&#39;s strong valuation prospects over the longer term.</li></ul><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/fa0ecbe7717eaf228b60ac688d7f8936\" tg-width=\"750\" tg-height=\"500\" referrerpolicy=\"no-referrer\"/><span>Shahid Jamil/iStock Editorial via Getty Images</span></p><p>The Apple stock&#39;s (NASDAQ:AAPL) zig-zag formation since reporting a record-setting March-quarter sales and earnings beat in late April underscores investors&#39; continued struggle with weighing strong fundamentals against uncertainties on the global economic growth outlook. Investors awarded the stock with an intraday rally of as much as 6% to a high of close to $166 (April 29th) immediately following release of Apple&#39;s blockbuster results.</p><p>However, persistent market jitters in the days leading up to the May FOMC meeting reversed the earnings beat rally as the stock plunged towards the $150-level. Then, the stock recovered slightly on improved market sentiment following last Wednesday&#39;s (May 4th) Fed decision on a 50 bps rate increase and release of commentary regarding policy tightening plans in coming months. But it lost momentum and slid again alongside broad-based market declines as market participants braced for the &#34;cold reality of tightening financial conditions&#34; that face rising threats of a looming recession.</p><p>Despite current market woes, Apple remains the &#34;single member of the [FAANG] group that is still outperforming the S&amp;P 500&#34; this year. This, again, corroborates investors&#39; debate between prizing the stock for consistent demonstration of fundamental strength and paring valuation premiums on &#34;fears of an economic slowdown&#34;.</p><p>It is true that Apple is not without downside risks. The underlying business remains at the forefront of exposure to protracted industry-wide chip supply shortages and other supply chain constraints that have been compounded by the latest COVID-related lockdowns in China. The challenges are weighing on consumer spending levels in Apple&#39;s Chinese market, and adding fuel to an inflationary environment around raw material, labour and freight costs that risk margin contraction. Management has quantified the estimated impact at $4 billion to $8 billion in the current quarter, with some expected to be recapturable in later quarters, and others foregone permanently. Apple has also highlighted impacts pertaining to its recently pullout from the Russian market following the country&#39;s instigation of war against Ukraine.</p><p>But Apple&#39;s ability to keep wowing investors with stronger-than-expected growth despite a quarter &#34;blighted by Ukraine war, spiking inflation and China&#39;s COVID Zero lockdowns&#34; is what makes the results all the more impressive. And new product and segment launches that await over the coming months and years bolster further expansion of its total addressable market (&#34;TAM&#34;) and reach into installed users&#39; pockets over the longer-term, underscoring greater valuation prospects ahead for the stock.</p><p>The company&#39;s yearslong effort in bringing its strong net cash position down to neutral through attractive shareholder returns in the form of buybacks and dividends is also a &#34;nice struggle&#34; to have. Apple&#39;s strong balance sheet, which provides insulation from rising borrowing costs and sufficient dry powder to fund additional growth in coming years, makes it a safe investment pick in the face of tightening financial conditions. Despite the near-term challenges, Apple remains one of the most attractive investments with remarkable fundamental performance that continues to outshine peers in today&#39;s macro climate.</p><p><b>What is Apple&#39;s Long-Term Outlook? Here&#39;s What Apple&#39;s FY/2Q22 Earnings Beat Suggests:</b></p><p>Apple&#39;s March-quarter results exceeded expectations across the board, including its iPad segment which posted a year-on-year sales decline due to supply constraints. The company generated total revenue of $97.3 billion in the period (+8.6% y/y; -22% q/q), topping consensus estimate of $94 billion (+5% y/y; -24% q/q). Net income came in at $1.52 per share, exceeding the average analyst estimate of $1.42.</p><p>And for the current quarter, management expects the strong showing in its Services segment to continue, which makes sense given its reduced exposure to current supply chain challenges. The anticipated shift in sales mix to higher-margin Services is expected to offset some of increases to product costs in the current inflationary environment. Despite current macro challenges, company has guided gross margin of 42% to 43%, which is still among the best over the past 10 years. And as supply constraints ease over the longer-term with increasing efforts in &#34;accelerating the in-sourcing of key components such as processors, sensors, displays, batteries and cameras&#34;, the company is well-positioned for sustained margin improvements ahead.</p><p><b>iPhone</b></p><p>iPhone sales continued to account for the bulk of the company&#39;s consolidated topline, generating $50.6 billion in revenues (+5% y/y; -29% q/q), which also exceeded the average estimate of $49.2 billion (+3% y/y; -31% q/q). The segment&#39;s outperformance underscored robust demand for the latest 5G-enabled iPhone 13 and iPhone SE devices, despite acute supply constraints and a tough prior year compare which overlapped a late-year iPhone launch timing.</p><p>The upcoming Worldwide Developers Conference (&#34;WWDC&#34;) in June, Apple&#39;s annual keynote event, is also expected to bolster the company&#39;s iPhone sales in the latter half of both the fiscal and calendar year. All eyes are on the iPhone 14 launch expected for later this year. Based on Apple&#39;s &#34;three-year cycle for new hardware designs&#34; observed for the iPhone in recent years, the iPhone 14 will likely retain the exterior design of the iPhone 13 which debuted with the iPhone 12.</p><p>Because larger models typically garner greater demand than the smaller models, there is speculation that Apple will &#34;rethink&#34; its iPhone line-up. It is likely that Apple will offer a 6.7&#34; screen option for a non-Pro model for the first time starting with the iPhone 14, which is expected to capture better customer reception given greater affordability compared to Pro models. If Apple does proceed with such plans, it is also expected to cushion some of the impact from slowing consumer spending in China at the moment given its contracting economy - the max-sized models are particularly popular in region, so offering a more affordable non-Pro option will likely improve Apple&#39;s reach into Chinese consumers&#39; wallets.</p><p>Further improvements to the camera and processing power / performance on the iPhone 14 is also expected to encourage greater upgrades and switches, and buoy continued iPhone segment growth. The iPhone 14 Pro line-up is expected to feature a &#34;new 48-megapixel sensor for the wide-angle camera…[and] get Apple&#39;s new A16 chip&#34;. With more than a quarter of Apple&#39;s iPhone installed base being older than 3.5 years (circa iPhone 8 and iPhone X - I personally still use the iPhone 7 which is considered &#34;vintage&#34; by some of my peers&#34;), the upcoming iPhone 14 upgrades will be hard to resist.</p><p><b>Mac</b></p><p>The Mac also &#34;continued its resurgence&#34;, posting strong double-digit year-on-year growth for the seventh quarter in the past two years with March-quarter sales totalling $10.4 billion (+15% y/y; -4% q/q). The combination of robust demand and supply constraints have now pushed wait times for some of the highly coveted computing devices out to June. And Apple&#39;s transition to its in-house designed silicon has a significant role to play in restoring favourable growth trends observed in recent quarters.</p><p>The M1 Ultra, which powers the Mac Studio desktop, is now the &#34;world&#39;s most powerful chip for PC&#34;. It enables 7x faster performance than its predecessor, drawing favourable demand from creative professionals spanning app developers to video creators looking for computing power that can handle demanding workloads without compromising performance. The reimagined M1 Pro- / Max-powered MacBook Pro has also been a hit.</p><p>With Apple silicon consistently proving quality and performance for the Mac line-up, the company has rapidly rose to the top spot by market share in PC sales. Macs represented 18.8% of total PC shipments in the March-quarter, beating long-time industry leader Dell (DELL) and HPE (HPE). Close to half of Mac buyers in the March-quarter noted they were new to the product, underscoring Apple&#39;s continued market share gains.</p><p><b>iPad</b></p><p>On the iPad front, heightened supply constraints have continued to weigh on sales despite robust demand. iPad sales generated $7.7 billion (-2% y/y; +5% q/q) in revenues in the March-quarter, which still topped average analyst estimates. The segment&#39;s installed base reached a record high, with more than half of iPad customers indicating they were new to the device. The all-new M1-powered iPad Air, which includes 5G support, was also well-received. Despite declining March-quarter iPad sales due to supply constraints, Apple led tablet market sales in the period and grabbed close to 40% of market share, beating rival and runner-up Samsung&#39;s 20.4% by wide margins.</p><p>The iPad remains a market favourite despite softening consumer demand. The rapid transition to remote collaboration in the post-pandemic era has marked an inflection point for adoption of multi-purpose tablets. In addition to robust demand from the retail market, Apple&#39;s iPads have also been in high demand within the commercial sector. During the March-quarter, Apple iPad Pros were procured by Alaska Airlines (ALK) to replace its legacy check-in kiosks, thanks to the portable device&#39;s seamless integration into the airline&#39;s existing operations. With rising deployment of tablet devices in the commercial sector to accommodate rapid digital transformation trends and remote working demands in the post-pandemic era, continued innovation empowered by Apple silicon is expected to drive higher growth for the less-lucrative iPad segment once supply headwinds subside.</p><p><b>Wearables, Home and Accessories</b></p><p>The Wearables, Home and Accessories segment also pulled through with strong double-digit growth in the quarter. Related revenues totalled $8.8 billion (+12% y/y; -40% q/q), consistent with consensus expectations. The category continues to benefit from strong Apple Watch demand driven by increasing consumer preference and attention to health and fitness.</p><p>The company has been ramping up investments into developing new technology offerings for the wearable product to address increasing user demand for health features, including the &#34;highly anticipated blood-pressure monitor&#34; that is expected to debut in 2024, a body-temperature sensor, as well as a &#34;non-invasive blood sugar monitor&#34;. The upcoming watchOS 9 software update debuting in June is also expected to include improvements to the smartwatch&#39;s heart rate monitor, a &#34;new low-power mode that is designed to let its smartwatch run some apps…without using as much battery life&#34;, and additional &#34;workout types and metrics…within the Workout app on the watch&#34;. And later this year, Apple is expected to unveil up to three new Apple Watches that include the highly anticipated Series 8 model, an affordable SE model, and an upscale option with &#34;rugged casing that is aimed at extreme athletes&#34;. The new developments to both software and hardware features are expected to reinforce the segment&#39;s growth prospects by extending its reach to new users while also expanding Apple&#39;s TAM for wearable technology.</p><p><b>Services</b></p><p>Services was a particular bright spot for Apple in the March-quarter. The segment - which houses sales related to Apple Care, App Store, payments, ads, and other subscription services like Apple TV+ and Apple Music - generated revenues of $19.8 billion (+17% y/y; +2% q/q) in the period, which were &#34;slightly above projections&#34;. Apple added more than 165 million net new subscriptions in the past 12 months, bringing its total paid user base for Services to 825 million. And with accelerating penetration into the commercial sector, alongside rapid consumer adoption of Apple media and entertainment subscription services bolstered by its convenient and accessible hardware-service ecosystem, the company has guided double-digit growth again for the current quarter.</p><p><b>Apple TV+:</b> Despite increasing competition within the segment, as evidenced in the hardships experienced by industry leader Netflix (NFLX) in retaining market share over recent months, Apple TV+ continued to deliver on upbeat results, buoyed by positive viewer response to original productions that include &#34;Severance&#34;, &#34;Ted Lasso&#34; and &#34;CODA&#34;, which became the first streaming service to win an Oscar for Best Picture.</p><p>While Apple TV+&#39;s market share of global streaming services remains comparatively nominal when put against rivals like Netflix, HBO Max (WBD), and Disney+ (DIS), the convenient ecosystem Apple maintains to enable easy access remains a strong competitive advantage in driving further share gains in coming years. Apple is well-positioned to benefit from favourable streaming uptake trends ahead with the &#34;seamless integration of hardware, software and services at the center of [its] work and philosophy&#34;. Total consumer spending on entertainment and media is expected to advance at a compounded annual growth rate (&#34;CAGR&#34;) of 3.9% into a $915 billion market of its own by mid-decade. And much of this acceleration will be driven by demand for video streaming services, which is expected to expand at a CAGR of more than 18% over the next five years and blossom into a $190 billion opportunity. As Apple continues to encourage sign-ups with competitively priced offerings like Apple Bundle and engaging content, Apple TV+ has potential for acceleration over the longer-term and further bolster Services growth.</p><p><b>Commercial Services:</b> The company&#39;s increasing penetration into commercial markets with the latest launch of &#34;Apple Business Essentials&#34; also drives greater market share expansion and growth for its Services segment in coming years. The new service offering targeting small- and medium-sized businesses (&#34;SMBs&#34;) pairs well with already-strong uptake rates of Apple devices across the industry, and remains a prudent strategy for driving greater adjacent revenue growth in the Services segment. Apple Business Essentials combines all device management services spanning 24/7 technical support to security and cloud storage into one convenient offering, making Apple device adoption in the workplace a more convenient and efficient process for commercial users.</p><p>With digital transformation being progressively viewed as a business strategy for remaining economically competitive, Apple Business Essentials is expected to further Apple&#39;s capitalization of commercial opportunities ahead. And Apple&#39;s upcoming launch of the &#34;Tap-to-Pay&#34; feature, which will allow SMBs to &#34;accept payments through Apple Pay, credit cards and digital wallets&#34; using near field communication (&#34;NFC&#34;) straight from the iPhone, is also expected to strategically provide mutual reinforcement for both hardware and service sales within the commercial landscape in coming years.</p><p><b>App Store:</b> Continued growth in market demand for mobile applications will also be a boon to Apple&#39;s fast-growing services segment. The global market for mobile applications is expected to grow at a CAGR of 18.4% and reach a market value of more than $400 billion over the next five years. With AAPL hosting one of the largest and most used app stores in the world, it would be reasonable to assume that related revenues would grow at a similar pace.</p><p>Despite mounting global regulatory scrutiny over Apple&#39;s alleged antitrust violations with its App Store, the company&#39;s continued focus on ensuring user privacy, security, and ease of transactions remains key strategies for retaining user adoption. According to a survey of 4,000 Apple product users performed by <a href=\"https://laohu8.com/S/MSTLW\">Morgan Stanley</a> across the U.S. and China, most have indicated loyalty to Apple&#39;s App store due to the &#34;value of security, privacy and ease of transactions&#34; provided, despite developers pushing for rights to transact outside of Apple&#39;s ecosystem.</p><p><b>What to Look for After Earnings</b></p><p>For the current quarter, management has warned of continuing supply headwinds stemming from COVID-related disruptions and industry-wide silicon shortages. On the demand side, COVID disruptions observed in China - which represents almost a fifth of total Apple sales - have slowed domestic consumption. Paired with the company&#39;s recent pullout from the Russian market following the Ukraine war, which drove a 150 bps decrease to sales growth in the March-quarter, the company is expecting a quantified impact of $4 billion to $8 billion from the combined challenges for the June-quarter.</p><p>But these impacts to the company&#39;s fundamental strength and valuation prospects are expected to remain minimum given their transitory nature. Yes, they will bring about some volatility in the near-term for sure, but the stock&#39;s bullish narrative in the long run, backed by continued growth and a strong balance sheet, remains intact.</p><p><b>China&#39;s COVID Situation:</b> Production at most of Apple&#39;s most notable assemblers in China, including Pegatron, Foxconn and Quanta have resumed after temporary suspensions in response to China&#39;s attempt to curb the resurgence of omicron infections. Most are currently operating out of a &#34;closed-loop system&#34;, where &#34;workers live on-site and are tested regularly&#34; to reduce chances of a widespread outbreak.</p><p>But logistical challenges remain intense due to strict quarantine controls levied on the country&#39;s trucking fleet, which is responsible for transporting about 75% of total freight in China. Key industrial hubs like Jiangsu, Guangdong, Shanxi and Shanghai saw road freight volumes decline by close to a fifth in March compared to the prior year. Only some easing has been observed since late April, as China continues to struggle with getting a grip on persistent infection rates, especially in the Shanghai corridor that houses some of Apple&#39;s final assembly plants. Despite the return to closed-loop operations, the assembly plants are facing heightening risks of exposure to dwindling inventory levels as a result of ongoing logistical challenges. As such, we consider Apple&#39;s recent guidance of an upward adjusted estimate on product disruption for the current quarter a prudent decision in setting market expectations in the near-term.</p><p><b>Silicon Shortages:</b> Industry-wide silicon shortages have been going on more than a year now, with the aftermath of pandemic-era disruptions to production still lingering to this day. Increased demand for chips in the face of accelerating cross-industry digitization, compounded by raw material supply constraints due to the Russia-Ukraine war has also further complicated the situation.</p><p>Apple continues to suffer from the shortage of legacy nodes, which have caused an acute impact to iPad supply. This has led to multiple consecutive periods of declining sales for the segment, despite refreshed demand from both retail and commercial consumers. As the easing timeline on chip shortages remains highly uncertain, we expect related impacts to fluctuate in the range of $3 billion to $6 billion through the rest of the year and potentially through the first half of 2023. This is consistent with observations in the past three quarters prior to added pressure from China&#39;s recent lockdowns and the Russia-Ukraine war.</p><p><b>Russia Exit:</b> Apple noted lost sales growth of about 150 bps in the March-quarter due to its exit from the Russian market following the country&#39;s attack on Ukraine. Considering 9% year-on-year growth observed in the March-quarter, Apple is expected to have lost about $1 billion in sales as a result of pulling out operations from Russia, which is immaterial from both a fundamental and valuations point of view. We also consider Apple&#39;s immediate exit from the Russian market following the onset of the Russia-Ukraine war a prudent move, which precluded the company from exposure to impacts pertaining to ensuing sanctions levied on Russia by the U.S. and its allies.</p><p><b>Tightening Monetary Policy:</b> As discussed in our recent coverage, we consider the Apple stock one of the strongest shields against adverse impacts from the Federal Reserve&#39;s monetary policy tightening measures to quell the hottest inflation in 40 years. While tightening financial conditions have largely deterred investors from risky assets like growth stocks, Apple has remained comparatively resilient given its outperformance of key benchmark indexes still, despite overall year-to-date declines.</p><p>Sustained by robust demand still for its existing offerings, and new opportunities arising from nascent technologies like AR/VR and autonomous vehicles in the long run, Apple is expected to re-emerge from the current market rout stronger than its peers thanks to its fundamental strength. As mentioned in earlier sections, Apple&#39;s strong net cash position also provides sufficient dry powder to fund additional growth in coming years without incurring additional costs of capital amidst rising interest rates.</p><p>The company&#39;s robust balance sheet is also backing generous shareholder returns in the form of share buybacks and dividends, which is a positive gesture under the current market climate. The company returned $27 billion to shareholders in the March-quarter through a combination of $22.9 billion in share buybacks and $3.6 billion in dividends. The company has also promised a dividend increase of 5% to $0.23 per share for the current quarter, and authorized an additional $90 billion in share buybacks as the company works to get its checkbook down to cash neutral over time.</p><p><b>Is Apple Stock a Buy, Sell or Hold?</b></p><p>As Apple continues to press through production challenges and macroeconomic headwinds with outperformance, we are maintaining our 12-month price target for the stock at the $200 to $210 level. This would represent upside potential of more than 30% based on the stock&#39;s last traded share price of $157.28 (May 6th).</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/e9affb0161f8d6b76919faef35ad6a1e\" tg-width=\"640\" tg-height=\"238\" referrerpolicy=\"no-referrer\"/><span>Apple Valuation Analysis (Author)</span></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/8310753449dc1befdd9f822f1879c478\" tg-width=\"640\" tg-height=\"249\" referrerpolicy=\"no-referrer\"/><span>Apple Financial Forecast (Author)</span></p><p>As the broad-based market rout continues amidst still-fluid macroeconomic challenges spanning runaway inflation, tightening monetary policies, hard-to-tame COVID outbreaks, and intensifying geopolitical tensions, the current turmoil in equities could &#34;provide a near-term stock pullback which [could be used] as a buying opportunity&#34;. We believe the stock&#39;s market value is currently non-reflective of its fundamental strength, and growth trajectory ahead of robust demand and new product / segment launches that include AR/VR headsets and the Apple car over coming years.</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>Is Apple Stock A Buy, Sell, Or Hold After Recent Earnings?</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; 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}\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nIs Apple Stock A Buy, Sell, Or Hold After Recent Earnings?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-05-11 11:45 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4509434-apple-stock-buy-sell-hold-recent-earnings><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryApple's March-quarter results set a new non-holiday record with a sales and earnings beat despite slowing consumption and ongoing supply constraints.Yet, the stock's performance has been ...</p>\n\n<a href=\"https://seekingalpha.com/article/4509434-apple-stock-buy-sell-hold-recent-earnings\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AAPL":"苹果"},"source_url":"https://seekingalpha.com/article/4509434-apple-stock-buy-sell-hold-recent-earnings","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2234697813","content_text":"SummaryApple's March-quarter results set a new non-holiday record with a sales and earnings beat despite slowing consumption and ongoing supply constraints.Yet, the stock's performance has been pressured by broad-based market volatility in response to macro challenges that include tightening financial conditions, which do not bode well with growth stocks.Considering Apple's robust balance sheet and continued market strength even under the currently harsh market climate, the stock remains a safe investment with reasonable expectations for further gains ahead.With the impending roll-out of new segments like automotive and virtual reality buoying entry into new markets and fresh growth opportunities, the current market turmoil creates an attractive buying opportunity for Apple's strong valuation prospects over the longer term.Shahid Jamil/iStock Editorial via Getty ImagesThe Apple stock's (NASDAQ:AAPL) zig-zag formation since reporting a record-setting March-quarter sales and earnings beat in late April underscores investors' continued struggle with weighing strong fundamentals against uncertainties on the global economic growth outlook. Investors awarded the stock with an intraday rally of as much as 6% to a high of close to $166 (April 29th) immediately following release of Apple's blockbuster results.However, persistent market jitters in the days leading up to the May FOMC meeting reversed the earnings beat rally as the stock plunged towards the $150-level. Then, the stock recovered slightly on improved market sentiment following last Wednesday's (May 4th) Fed decision on a 50 bps rate increase and release of commentary regarding policy tightening plans in coming months. But it lost momentum and slid again alongside broad-based market declines as market participants braced for the \"cold reality of tightening financial conditions\" that face rising threats of a looming recession.Despite current market woes, Apple remains the \"single member of the [FAANG] group that is still outperforming the S&P 500\" this year. This, again, corroborates investors' debate between prizing the stock for consistent demonstration of fundamental strength and paring valuation premiums on \"fears of an economic slowdown\".It is true that Apple is not without downside risks. The underlying business remains at the forefront of exposure to protracted industry-wide chip supply shortages and other supply chain constraints that have been compounded by the latest COVID-related lockdowns in China. The challenges are weighing on consumer spending levels in Apple's Chinese market, and adding fuel to an inflationary environment around raw material, labour and freight costs that risk margin contraction. Management has quantified the estimated impact at $4 billion to $8 billion in the current quarter, with some expected to be recapturable in later quarters, and others foregone permanently. Apple has also highlighted impacts pertaining to its recently pullout from the Russian market following the country's instigation of war against Ukraine.But Apple's ability to keep wowing investors with stronger-than-expected growth despite a quarter \"blighted by Ukraine war, spiking inflation and China's COVID Zero lockdowns\" is what makes the results all the more impressive. And new product and segment launches that await over the coming months and years bolster further expansion of its total addressable market (\"TAM\") and reach into installed users' pockets over the longer-term, underscoring greater valuation prospects ahead for the stock.The company's yearslong effort in bringing its strong net cash position down to neutral through attractive shareholder returns in the form of buybacks and dividends is also a \"nice struggle\" to have. Apple's strong balance sheet, which provides insulation from rising borrowing costs and sufficient dry powder to fund additional growth in coming years, makes it a safe investment pick in the face of tightening financial conditions. Despite the near-term challenges, Apple remains one of the most attractive investments with remarkable fundamental performance that continues to outshine peers in today's macro climate.What is Apple's Long-Term Outlook? Here's What Apple's FY/2Q22 Earnings Beat Suggests:Apple's March-quarter results exceeded expectations across the board, including its iPad segment which posted a year-on-year sales decline due to supply constraints. The company generated total revenue of $97.3 billion in the period (+8.6% y/y; -22% q/q), topping consensus estimate of $94 billion (+5% y/y; -24% q/q). Net income came in at $1.52 per share, exceeding the average analyst estimate of $1.42.And for the current quarter, management expects the strong showing in its Services segment to continue, which makes sense given its reduced exposure to current supply chain challenges. The anticipated shift in sales mix to higher-margin Services is expected to offset some of increases to product costs in the current inflationary environment. Despite current macro challenges, company has guided gross margin of 42% to 43%, which is still among the best over the past 10 years. And as supply constraints ease over the longer-term with increasing efforts in \"accelerating the in-sourcing of key components such as processors, sensors, displays, batteries and cameras\", the company is well-positioned for sustained margin improvements ahead.iPhoneiPhone sales continued to account for the bulk of the company's consolidated topline, generating $50.6 billion in revenues (+5% y/y; -29% q/q), which also exceeded the average estimate of $49.2 billion (+3% y/y; -31% q/q). The segment's outperformance underscored robust demand for the latest 5G-enabled iPhone 13 and iPhone SE devices, despite acute supply constraints and a tough prior year compare which overlapped a late-year iPhone launch timing.The upcoming Worldwide Developers Conference (\"WWDC\") in June, Apple's annual keynote event, is also expected to bolster the company's iPhone sales in the latter half of both the fiscal and calendar year. All eyes are on the iPhone 14 launch expected for later this year. Based on Apple's \"three-year cycle for new hardware designs\" observed for the iPhone in recent years, the iPhone 14 will likely retain the exterior design of the iPhone 13 which debuted with the iPhone 12.Because larger models typically garner greater demand than the smaller models, there is speculation that Apple will \"rethink\" its iPhone line-up. It is likely that Apple will offer a 6.7\" screen option for a non-Pro model for the first time starting with the iPhone 14, which is expected to capture better customer reception given greater affordability compared to Pro models. If Apple does proceed with such plans, it is also expected to cushion some of the impact from slowing consumer spending in China at the moment given its contracting economy - the max-sized models are particularly popular in region, so offering a more affordable non-Pro option will likely improve Apple's reach into Chinese consumers' wallets.Further improvements to the camera and processing power / performance on the iPhone 14 is also expected to encourage greater upgrades and switches, and buoy continued iPhone segment growth. The iPhone 14 Pro line-up is expected to feature a \"new 48-megapixel sensor for the wide-angle camera…[and] get Apple's new A16 chip\". With more than a quarter of Apple's iPhone installed base being older than 3.5 years (circa iPhone 8 and iPhone X - I personally still use the iPhone 7 which is considered \"vintage\" by some of my peers\"), the upcoming iPhone 14 upgrades will be hard to resist.MacThe Mac also \"continued its resurgence\", posting strong double-digit year-on-year growth for the seventh quarter in the past two years with March-quarter sales totalling $10.4 billion (+15% y/y; -4% q/q). The combination of robust demand and supply constraints have now pushed wait times for some of the highly coveted computing devices out to June. And Apple's transition to its in-house designed silicon has a significant role to play in restoring favourable growth trends observed in recent quarters.The M1 Ultra, which powers the Mac Studio desktop, is now the \"world's most powerful chip for PC\". It enables 7x faster performance than its predecessor, drawing favourable demand from creative professionals spanning app developers to video creators looking for computing power that can handle demanding workloads without compromising performance. The reimagined M1 Pro- / Max-powered MacBook Pro has also been a hit.With Apple silicon consistently proving quality and performance for the Mac line-up, the company has rapidly rose to the top spot by market share in PC sales. Macs represented 18.8% of total PC shipments in the March-quarter, beating long-time industry leader Dell (DELL) and HPE (HPE). Close to half of Mac buyers in the March-quarter noted they were new to the product, underscoring Apple's continued market share gains.iPadOn the iPad front, heightened supply constraints have continued to weigh on sales despite robust demand. iPad sales generated $7.7 billion (-2% y/y; +5% q/q) in revenues in the March-quarter, which still topped average analyst estimates. The segment's installed base reached a record high, with more than half of iPad customers indicating they were new to the device. The all-new M1-powered iPad Air, which includes 5G support, was also well-received. Despite declining March-quarter iPad sales due to supply constraints, Apple led tablet market sales in the period and grabbed close to 40% of market share, beating rival and runner-up Samsung's 20.4% by wide margins.The iPad remains a market favourite despite softening consumer demand. The rapid transition to remote collaboration in the post-pandemic era has marked an inflection point for adoption of multi-purpose tablets. In addition to robust demand from the retail market, Apple's iPads have also been in high demand within the commercial sector. During the March-quarter, Apple iPad Pros were procured by Alaska Airlines (ALK) to replace its legacy check-in kiosks, thanks to the portable device's seamless integration into the airline's existing operations. With rising deployment of tablet devices in the commercial sector to accommodate rapid digital transformation trends and remote working demands in the post-pandemic era, continued innovation empowered by Apple silicon is expected to drive higher growth for the less-lucrative iPad segment once supply headwinds subside.Wearables, Home and AccessoriesThe Wearables, Home and Accessories segment also pulled through with strong double-digit growth in the quarter. Related revenues totalled $8.8 billion (+12% y/y; -40% q/q), consistent with consensus expectations. The category continues to benefit from strong Apple Watch demand driven by increasing consumer preference and attention to health and fitness.The company has been ramping up investments into developing new technology offerings for the wearable product to address increasing user demand for health features, including the \"highly anticipated blood-pressure monitor\" that is expected to debut in 2024, a body-temperature sensor, as well as a \"non-invasive blood sugar monitor\". The upcoming watchOS 9 software update debuting in June is also expected to include improvements to the smartwatch's heart rate monitor, a \"new low-power mode that is designed to let its smartwatch run some apps…without using as much battery life\", and additional \"workout types and metrics…within the Workout app on the watch\". And later this year, Apple is expected to unveil up to three new Apple Watches that include the highly anticipated Series 8 model, an affordable SE model, and an upscale option with \"rugged casing that is aimed at extreme athletes\". The new developments to both software and hardware features are expected to reinforce the segment's growth prospects by extending its reach to new users while also expanding Apple's TAM for wearable technology.ServicesServices was a particular bright spot for Apple in the March-quarter. The segment - which houses sales related to Apple Care, App Store, payments, ads, and other subscription services like Apple TV+ and Apple Music - generated revenues of $19.8 billion (+17% y/y; +2% q/q) in the period, which were \"slightly above projections\". Apple added more than 165 million net new subscriptions in the past 12 months, bringing its total paid user base for Services to 825 million. And with accelerating penetration into the commercial sector, alongside rapid consumer adoption of Apple media and entertainment subscription services bolstered by its convenient and accessible hardware-service ecosystem, the company has guided double-digit growth again for the current quarter.Apple TV+: Despite increasing competition within the segment, as evidenced in the hardships experienced by industry leader Netflix (NFLX) in retaining market share over recent months, Apple TV+ continued to deliver on upbeat results, buoyed by positive viewer response to original productions that include \"Severance\", \"Ted Lasso\" and \"CODA\", which became the first streaming service to win an Oscar for Best Picture.While Apple TV+'s market share of global streaming services remains comparatively nominal when put against rivals like Netflix, HBO Max (WBD), and Disney+ (DIS), the convenient ecosystem Apple maintains to enable easy access remains a strong competitive advantage in driving further share gains in coming years. Apple is well-positioned to benefit from favourable streaming uptake trends ahead with the \"seamless integration of hardware, software and services at the center of [its] work and philosophy\". Total consumer spending on entertainment and media is expected to advance at a compounded annual growth rate (\"CAGR\") of 3.9% into a $915 billion market of its own by mid-decade. And much of this acceleration will be driven by demand for video streaming services, which is expected to expand at a CAGR of more than 18% over the next five years and blossom into a $190 billion opportunity. As Apple continues to encourage sign-ups with competitively priced offerings like Apple Bundle and engaging content, Apple TV+ has potential for acceleration over the longer-term and further bolster Services growth.Commercial Services: The company's increasing penetration into commercial markets with the latest launch of \"Apple Business Essentials\" also drives greater market share expansion and growth for its Services segment in coming years. The new service offering targeting small- and medium-sized businesses (\"SMBs\") pairs well with already-strong uptake rates of Apple devices across the industry, and remains a prudent strategy for driving greater adjacent revenue growth in the Services segment. Apple Business Essentials combines all device management services spanning 24/7 technical support to security and cloud storage into one convenient offering, making Apple device adoption in the workplace a more convenient and efficient process for commercial users.With digital transformation being progressively viewed as a business strategy for remaining economically competitive, Apple Business Essentials is expected to further Apple's capitalization of commercial opportunities ahead. And Apple's upcoming launch of the \"Tap-to-Pay\" feature, which will allow SMBs to \"accept payments through Apple Pay, credit cards and digital wallets\" using near field communication (\"NFC\") straight from the iPhone, is also expected to strategically provide mutual reinforcement for both hardware and service sales within the commercial landscape in coming years.App Store: Continued growth in market demand for mobile applications will also be a boon to Apple's fast-growing services segment. The global market for mobile applications is expected to grow at a CAGR of 18.4% and reach a market value of more than $400 billion over the next five years. With AAPL hosting one of the largest and most used app stores in the world, it would be reasonable to assume that related revenues would grow at a similar pace.Despite mounting global regulatory scrutiny over Apple's alleged antitrust violations with its App Store, the company's continued focus on ensuring user privacy, security, and ease of transactions remains key strategies for retaining user adoption. According to a survey of 4,000 Apple product users performed by Morgan Stanley across the U.S. and China, most have indicated loyalty to Apple's App store due to the \"value of security, privacy and ease of transactions\" provided, despite developers pushing for rights to transact outside of Apple's ecosystem.What to Look for After EarningsFor the current quarter, management has warned of continuing supply headwinds stemming from COVID-related disruptions and industry-wide silicon shortages. On the demand side, COVID disruptions observed in China - which represents almost a fifth of total Apple sales - have slowed domestic consumption. Paired with the company's recent pullout from the Russian market following the Ukraine war, which drove a 150 bps decrease to sales growth in the March-quarter, the company is expecting a quantified impact of $4 billion to $8 billion from the combined challenges for the June-quarter.But these impacts to the company's fundamental strength and valuation prospects are expected to remain minimum given their transitory nature. Yes, they will bring about some volatility in the near-term for sure, but the stock's bullish narrative in the long run, backed by continued growth and a strong balance sheet, remains intact.China's COVID Situation: Production at most of Apple's most notable assemblers in China, including Pegatron, Foxconn and Quanta have resumed after temporary suspensions in response to China's attempt to curb the resurgence of omicron infections. Most are currently operating out of a \"closed-loop system\", where \"workers live on-site and are tested regularly\" to reduce chances of a widespread outbreak.But logistical challenges remain intense due to strict quarantine controls levied on the country's trucking fleet, which is responsible for transporting about 75% of total freight in China. Key industrial hubs like Jiangsu, Guangdong, Shanxi and Shanghai saw road freight volumes decline by close to a fifth in March compared to the prior year. Only some easing has been observed since late April, as China continues to struggle with getting a grip on persistent infection rates, especially in the Shanghai corridor that houses some of Apple's final assembly plants. Despite the return to closed-loop operations, the assembly plants are facing heightening risks of exposure to dwindling inventory levels as a result of ongoing logistical challenges. As such, we consider Apple's recent guidance of an upward adjusted estimate on product disruption for the current quarter a prudent decision in setting market expectations in the near-term.Silicon Shortages: Industry-wide silicon shortages have been going on more than a year now, with the aftermath of pandemic-era disruptions to production still lingering to this day. Increased demand for chips in the face of accelerating cross-industry digitization, compounded by raw material supply constraints due to the Russia-Ukraine war has also further complicated the situation.Apple continues to suffer from the shortage of legacy nodes, which have caused an acute impact to iPad supply. This has led to multiple consecutive periods of declining sales for the segment, despite refreshed demand from both retail and commercial consumers. As the easing timeline on chip shortages remains highly uncertain, we expect related impacts to fluctuate in the range of $3 billion to $6 billion through the rest of the year and potentially through the first half of 2023. This is consistent with observations in the past three quarters prior to added pressure from China's recent lockdowns and the Russia-Ukraine war.Russia Exit: Apple noted lost sales growth of about 150 bps in the March-quarter due to its exit from the Russian market following the country's attack on Ukraine. Considering 9% year-on-year growth observed in the March-quarter, Apple is expected to have lost about $1 billion in sales as a result of pulling out operations from Russia, which is immaterial from both a fundamental and valuations point of view. We also consider Apple's immediate exit from the Russian market following the onset of the Russia-Ukraine war a prudent move, which precluded the company from exposure to impacts pertaining to ensuing sanctions levied on Russia by the U.S. and its allies.Tightening Monetary Policy: As discussed in our recent coverage, we consider the Apple stock one of the strongest shields against adverse impacts from the Federal Reserve's monetary policy tightening measures to quell the hottest inflation in 40 years. While tightening financial conditions have largely deterred investors from risky assets like growth stocks, Apple has remained comparatively resilient given its outperformance of key benchmark indexes still, despite overall year-to-date declines.Sustained by robust demand still for its existing offerings, and new opportunities arising from nascent technologies like AR/VR and autonomous vehicles in the long run, Apple is expected to re-emerge from the current market rout stronger than its peers thanks to its fundamental strength. As mentioned in earlier sections, Apple's strong net cash position also provides sufficient dry powder to fund additional growth in coming years without incurring additional costs of capital amidst rising interest rates.The company's robust balance sheet is also backing generous shareholder returns in the form of share buybacks and dividends, which is a positive gesture under the current market climate. The company returned $27 billion to shareholders in the March-quarter through a combination of $22.9 billion in share buybacks and $3.6 billion in dividends. The company has also promised a dividend increase of 5% to $0.23 per share for the current quarter, and authorized an additional $90 billion in share buybacks as the company works to get its checkbook down to cash neutral over time.Is Apple Stock a Buy, Sell or Hold?As Apple continues to press through production challenges and macroeconomic headwinds with outperformance, we are maintaining our 12-month price target for the stock at the $200 to $210 level. This would represent upside potential of more than 30% based on the stock's last traded share price of $157.28 (May 6th).Apple Valuation Analysis (Author)Apple Financial Forecast (Author)As the broad-based market rout continues amidst still-fluid macroeconomic challenges spanning runaway inflation, tightening monetary policies, hard-to-tame COVID outbreaks, and intensifying geopolitical tensions, the current turmoil in equities could \"provide a near-term stock pullback which [could be used] as a buying opportunity\". We believe the stock's market value is currently non-reflective of its fundamental strength, and growth trajectory ahead of robust demand and new product / segment launches that include AR/VR headsets and the Apple car over coming years.","news_type":1},"isVote":1,"tweetType":1,"viewCount":40,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":814033238,"gmtCreate":1630725642824,"gmtModify":1676530385733,"author":{"id":"3582617881962608","authorId":"3582617881962608","name":"Ahsiang","avatar":"https://static.tigerbbs.com/310f96e7696af85ae33ece774a483d15","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3582617881962608","idStr":"3582617881962608"},"themes":[],"htmlText":"Like pls","listText":"Like pls","text":"Like pls","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/814033238","repostId":"1194566233","repostType":4,"isVote":1,"tweetType":1,"viewCount":12,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":897647536,"gmtCreate":1628916892025,"gmtModify":1676529893471,"author":{"id":"3582617881962608","authorId":"3582617881962608","name":"Ahsiang","avatar":"https://static.tigerbbs.com/310f96e7696af85ae33ece774a483d15","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3582617881962608","idStr":"3582617881962608"},"themes":[],"htmlText":"Like pls&nbsp;","listText":"Like pls&nbsp;","text":"Like pls","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/897647536","repostId":"1149823415","repostType":4,"repost":{"id":"1149823415","pubTimestamp":1628909753,"share":"https://ttm.financial/m/news/1149823415?lang=&edition=fundamental","pubTime":"2021-08-14 10:55","market":"us","language":"en","title":"Where Will Virgin Galactic Stock Be In 10 Years?","url":"https://stock-news.laohu8.com/highlight/detail?id=1149823415","media":"seekingalpha","summary":"Summary\n\nVirgin Galactic fell more than 30% post-earnings as the market was disappointed with the \"d","content":"<p><b>Summary</b></p>\n<ul>\n <li>Virgin Galactic fell more than 30% post-earnings as the market was disappointed with the \"delay\" affecting the launch of its private commercial revenue service.</li>\n <li>However, we think the company's \"delay\" is necessary for it to rectify its supply constraints and meet the huge demand that the company is experiencing.</li>\n <li>We would also discuss in detail the company's long-term opportunities and threats, and what investors need to monitor moving forward.</li>\n <li>Lastly, we present our valuation arguments for long-term investors who are considering adding exposure to Virgin Galactic.</li>\n</ul>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/00922c9874a28954c08c613b8dbf378b\" tg-width=\"768\" tg-height=\"493\" width=\"100%\" height=\"auto\"><span>Nastco/iStock via Getty Images</span></p>\n<p><b>Investment Thesis</b></p>\n<p>Back in May, when we published our previous article (link to article appendedhere) on Virgin Galactic (SPCE), we clearly highlighted that we think the Street's consensus has been too optimistic about Virgin Galactic's revenue estimates as we thought the projections overstated the market opportunity for suborbital space tourism over the next 10 years to a large extent, based on our research that consulted multiple sources, and we submitted a revised projection.</p>\n<p>Since then, the Street has revised its near-term projections downwards as the company recently indicated that they are expecting to commence commercial service only from&nbsp;late Q3'CY22.</p>\n<p>This article will discuss the circumstances leading to Virgin Galactic's \"delayed\" launch, the long-term opportunities, and the competitive threat facing Virgin's leadership quest in suborbital space tourism.</p>\n<p>Lastly, we would present our valuation argument for long-term investors considering adding exposure to the stock right now.</p>\n<p><b>Revisions to Virgin Galactic's Mean Consensus Estimates</b></p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/9e15e65a740bf4a03405cd6f31e82bfc\" tg-width=\"640\" tg-height=\"396\" width=\"100%\" height=\"auto\"><span>May's consensus revenue estimates &amp; Aug's consensus revenue estimates. Data source: S&amp;P Capital IQ</span></p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/149d99203d29b3a3e785096ccc509c57\" tg-width=\"600\" tg-height=\"371\" width=\"100%\" height=\"auto\"><span>Scale of revised estimates (Between May and Aug estimates). Data source: S&amp;P Capital IQ</span></p>\n<p>Investors should be able to glean clearly that near-term consensus estimates were revised downwards from May's projections that affected CY21 to CY25. However, we think what's important for investors to note is that the Street revised its estimates meaningfully upwards from CY26 to reflect the strong demand that SPCE highlighted during its recent earnings call, which we think demonstrates the company's confidence in a strong revenue runway for the long term, which we would discuss in detail in the subsequent sections.</p>\n<p><b>Private Commercial Full Revenue Service is Expected from Q3'CY22</b></p>\n<p>SPCE has since lost about 33% of its value since its earnings release on Aug 5, which we think is largely attributed to the near term headwinds resulting from its \"delay\" on commercial service launch as a result of proposed critical enhancements to VSS Unity and the mothership VMS Eve to increase their turnaround time between flights and maintenance significantly.</p>\n<p>As a result of the enhancements that would take place after the completion of Unity 23 revenue-generating flight with the Italian Air Force, the company expects to commence its private commercial full revenue service only from late Q3'CY22, which we think may have taken investors aback as while the market expected full commercial service to begin in 2022, they did not expect it to be as late as Q3.</p>\n<p>However, we think the market has once again chosen to focus on the uncertainty resulting from the near-term revenue service delay and ignore the importance of the enhancements that are expected to improve VMS Eve's turnaround time so significantly that Virgin Galactic emphasized:</p>\n<blockquote>\n These enhancements\n <i>could potentially allow Eve to fly 100 flights between major maintenance inspections</i>. This is up from the current interval of 10 flights between major inspections today. This will be an incredibly important success factor during the early commercial service period while we are in process of manufacturing additional motherships.\n</blockquote>\n<p>In addition, the company also highlighted that with the enhancements, the company is also \"targeting a reduced turnaround flight between Unity flights of 4 to 5 weeks, and that's down from what has at best, been 7 to 8 weeks for VSS Unity.\"</p>\n<p>The Street and the market were certainly disappointed with the announcement, as analysts cut near-term forecasts and downgraded ratings, and Morgan Stanley also emphasized: \"During this heavy maintenance period, Virgin Galactic will not be able to conduct any space flights until summer of 2022.\"</p>\n<p>Sure, no flights. We are certainly not concerned, as the company reiterated the significance of these enhancements:</p>\n<blockquote>\n These are reasonably robust modifications to Eve. But the reason we are taking the additional scope and the additional time for this enhancement period of Eve is because the flight rate that we will derive from Eve following this enhancement period is we plan to build that to effect. It's almost 10x greater between major inspections and what we've been doing now. That will give us an ability to fly Eve much more frequently, and\n <i>that's really important to our initial group of future astronauts as well as the people that we're going to be signing up starting today</i>.\"\n</blockquote>\n<p>If investors could clearly glean the language used by the company in the above sentence, the company is clearly doing it because they are expecting such a robust demand for its space flight services that we think may have exceeded what the company had initially planned for. So while the recent launch event with Sir Richard Branson was largely seen as a major PR coup, it certainly allowed the company to measure the response from interested customers, and the company has clearly indicated that they see such robust demand that they needed to open up a priority list as soon as possible as CEO Michael Colglazier articulated:</p>\n<blockquote>\n Leveraging the substantial demand we have seen to our website, I am pleased to announce that we will soon open a priority list for future space travelers who wish to be next in line. We will reach out first to this list with any available inventory following the conclusion of our spacefarer conversion process. Registration for this list will soon be made available on our website...We have an enormous amount of confidence in the total addressable market that's been kind of shown from the response to [Sir Richard Branson's] Unity 22. So we won't be absorbing all of it, but we do think we can make a major step forward here.\n</blockquote>\n<p>We are not sure what the market and other investors think. Still, the company needs to find a way to cope with the demand from what's obviously a heavily supply-constrained situation. The next best thing they would do in the near term is to make the necessary modifications to VMS Eve and VSS Unity to ensure these highly valued potential customers don't go knocking on the door of Jeff Bezos's Blue Origin (BORGN).</p>\n<p><b>Are There Really So Many Customers Who Couldn't Wait to Get On Board VSS Unity?</b></p>\n<p>Yes, it's pretty incredible to think that the company is expecting so many customers who couldn't wait to get on board. Lisa Rich, the Managing Partner at the venture capital firm Hemisphere Ventures, articulated: \"...I've met so many Virgin [Galactic] ticket&nbsp;holders over the years. And by the way, every one of them has told me that the $250,000 they've spent waiting has paid for itself 10 times over because of the experiences that they have shared over the years.\"</p>\n<p>Investors should clearly understand that the community of 600 future astronauts that have committed to Virgin Galactic's flight services formed a tight-knit group over the years as the company emphasized: \"I think one thing that probably [is] not well known outside of the existing future astronaut is one of the secret weapons of Virgin Galactic is our astronaut office. This is a group of people who have brought together these 600 people into a true community.\"</p>\n<p>The company emphasized that these customers really value the journey towards realizing the flight experience as these customers consider it a \"life-transitional journey.\" They see so much value in what Virgin Galactic is doing that the company emphasized that their customers consider joining the community that the company brought together is \"[a] top, top of mind [priority] and very powerful.\"</p>\n<p>Importantly, the company also highlighted that they have opened up ticket sales to their 1000-strong \"Spacefarer\" community who has signed up through the company's \"One Small Step\" program, with a price starting from $450K per seat, that's way higher than the $200K to $250K per seat that the initial 600 future astronauts signed up for.</p>\n<p>Virgin Galactic believes that these future astronauts are going to be the \"sales ambassadors\" for the company because of the experience of the strong and tight-knit astronaut community that the company has painstakingly built up: \"...And so I think you can think about lifetime value in several ways. One of them is as people move through being a future astronaut graduate into the astronaut community, I think they're going to come back, and I think it will just be very natural in how people will share the experience<b><i>.</i></b>And I think them sharing the experience will not only let people say how wonderful it was, but it will also bring normalcy to the concept of human spaceflight. So this group of people as we bring them in, the lifetime value is all-around demand and continuing to increase the total addressable market as they go out there and share what they've done.\"</p>\n<p><b>Strong Demand Justifies Rapid Scaling Up To Achieve Strong Operating Leverage</b></p>\n<p>Astute investors would clearly have recognized that if the company relied on just the fleet of VSS Unity or VSS Imagine to dominate the market for suborbital space tourism, it would have been largely insufficient.</p>\n<p>Based on the company's guidance and the Street's estimates, working through the company's initial community of 600 future astronauts would take a few years at least without the modifications to VMS Eve.</p>\n<p>The initial cadence (before modifications) for 2022 is a maximum of 10 revenue flights comprising 60 passengers in total. Moving on to 2023, the company could also only fly a maximum of 24 to 36 flights annually, which would allow them to fly a maximum of 144 to 216 astronauts. Thus, it may be at least another 2 years until 2025 before Virgin Galactic could start to work through the order book from the 1000 Spacefarer community, and we think by then, at least some of them would have gone over to Blue Origin. Therefore, the initial cadence really doesn't work, especially with the company preparing to draw up its priority list soon for the interest generated from the Unity 22 PR campaign, and they need to work through the 1,600 future astronauts fast, which in the near term would be solved by Eve's modifications since it allows SPCE to fly 10x more in between major inspections.</p>\n<p>However, the company still thinks that would still be insufficient to cater to the level of demand that they have been experiencing. As a result, they announced that they would be building their next-gen Delta class vehicles \"that are capable of turning on a 1-week interval.\" This class of ships is expected to form the majority of the company's future capacity over time.</p>\n<p>Part of the reason that the company needed to raise the&nbsp;$500M equity&nbsp;offering recently is that they are ready to start developing and build the Delta class vehicles that would be highly instrumental towards meeting their long term capacity and cadence, that VSS Unity and VSS Imagine would never be able to meet sufficiently.</p>\n<p>Crucially, the company highlighted that by ramping production and capacity through the Delta class, they would be able to achieve significant operating leverage as Virgin Galactic emphasized: \"...And that's why we're so focused on getting the Delta class with next generation of mothership. That's where we really get efficiency. That's where we get scale. That's where you'll really see the flow-through come because we'll have a fixed cost basis that is easy for us to communicate and easy for us to contribute the trade for efficiency down the road.\"</p>\n<p><b>Competing Against Blue Origin</b></p>\n<p>We think operating leverage will be the name of the game here, and Virgin Galactic clearly recognizes that it would be vital for the company to operate at a sufficient scale justified by its demand drivers to compete strongly against Blue Origin.</p>\n<p>While we don't think Blue Origin's main game is in suborbital space tourism, as Jeff Bezos also highlighted previously that: \"The architecture&nbsp;and the technology we have chosen is complete overkill for a suborbital tourism mission.”</p>\n<p>We think Blue Origin's main market certainly goes beyond suborbital space tourism that Morgan Stanley highlighted that \"Mr. Bezos’ company is seeking business in a space market that will triple in size to more than $1 trillion in annual sales by 2040, assuming rapid technological developments enable routine moon landings, asteroid mining and space tourism.\"</p>\n<p>Therefore, while Blue Origin focuses on building up its Space colonies' vision over the long term, we think they would most certainly be able to ramp their production quickly and gain significant operating leverage. The key is how those advantages translate to its suborbital space tourism segment in the near term would be key to determine Virgin Galactic's leadership.</p>\n<p>One thing is for sure. Both companies expect the price for the suborbital space tourism tickets to come down substantially over time as production scales up and technologies improve. Thus, the key for Virgin Galactic's leadership and survival in this market is to gain operating leverage as quickly as possible to build up those advantages while Blue Origin has its plate full with its various projects across the entire spectrum.</p>\n<p>Virgin Galactic wants to make suborbital space tourism much more accessible, and the key to achieving that is to drive prices down through operating leverage achieved by ramping up production. As a result, we think the company's Delta class plans are highly pivotal to Virgin Galactic's leadership against Blue Origin and highly encourage investors to keep their eyes closely focused on these plans.</p>\n<p><b>Free Cash Flow Forecast &amp; Valuations</b></p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/48be5e8da375fdc72591e31b96a223f4\" tg-width=\"640\" tg-height=\"359\" width=\"100%\" height=\"auto\"><span>EBITDA margin forecast &amp; CapEx margin forecast. Data source: S&amp;P Capital IQ</span></p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/57509b52b1c0ac46a44e7a0dd619bd97\" tg-width=\"640\" tg-height=\"361\" width=\"100%\" height=\"auto\"><span>EV / Fwd EBITDA trend. Data Source: S&amp;P Capital IQ</span></p>\n<p>Despite the delay in launching full revenue service to Q3'22, the Street's estimates expect the company to be FCF profitable from the end of FY24. We think that's important as it demonstrates the long-term cash flow potential for the company's business in this market, where only BORGN and SPCE are the clear leaders right now.</p>\n<p>However, the valuations still look expensive at 18.5x by the end of 2030, 36% above its aerospace and defense peers comp set mean of 13.61x.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/1084f3186f9732fad8d28b824c65de2a\" tg-width=\"640\" tg-height=\"472\" width=\"100%\" height=\"auto\"><span>Street's mean price target. Source: TIKR</span></p>\n<p>The Street is also not too optimistic, as the mean target price of $35.55 is a mere 13.5% above the last closing price, as analysts focused on SPCE's near term \"headwind\" of moving its revenue service to Q3'CY22, which we think is highly important to its long term competitive advantage.</p>\n<p>While we are really excited about the company's long-term prospects, as well as its ambition to bring suborbital space tourism to the world, we are not so sure about Virgin Galactic's expensively-looking valuation.</p>\n<p><b>SPCE Stock Price Action and Trend Analysis</b></p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/4f872b3e8670eac6d5ca4d8afce15200\" tg-width=\"640\" tg-height=\"390\" width=\"100%\" height=\"auto\"><span>Source: TradingView</span></p>\n<p>While we don't think SPCE would be a suitable stock for long-term investors given its expensive valuation, we think position traders may still find an opportunity lurking around the horizon with this stock.</p>\n<p>SPCE is strongly supported along its 50-week moving average dynamic support level that has held strongly since 2020, including the recent false break to the downside (bear trap) it saw in May. Therefore, position traders keen to trade this stock may find an opportunity once the price action resolves itself in the next couple of weeks, we hope.</p>\n<p>In summary, we assign a neutral rating to SPCE for long-term investors.</p>","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>Where Will Virgin Galactic Stock Be In 10 Years?</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; 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}\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nWhere Will Virgin Galactic Stock Be In 10 Years?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-08-14 10:55 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4449270-virgin-galactic-stock-10-years><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Summary\n\nVirgin Galactic fell more than 30% post-earnings as the market was disappointed with the \"delay\" affecting the launch of its private commercial revenue service.\nHowever, we think the company'...</p>\n\n<a href=\"https://seekingalpha.com/article/4449270-virgin-galactic-stock-10-years\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"SPCE":"维珍银河"},"source_url":"https://seekingalpha.com/article/4449270-virgin-galactic-stock-10-years","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1149823415","content_text":"Summary\n\nVirgin Galactic fell more than 30% post-earnings as the market was disappointed with the \"delay\" affecting the launch of its private commercial revenue service.\nHowever, we think the company's \"delay\" is necessary for it to rectify its supply constraints and meet the huge demand that the company is experiencing.\nWe would also discuss in detail the company's long-term opportunities and threats, and what investors need to monitor moving forward.\nLastly, we present our valuation arguments for long-term investors who are considering adding exposure to Virgin Galactic.\n\nNastco/iStock via Getty Images\nInvestment Thesis\nBack in May, when we published our previous article (link to article appendedhere) on Virgin Galactic (SPCE), we clearly highlighted that we think the Street's consensus has been too optimistic about Virgin Galactic's revenue estimates as we thought the projections overstated the market opportunity for suborbital space tourism over the next 10 years to a large extent, based on our research that consulted multiple sources, and we submitted a revised projection.\nSince then, the Street has revised its near-term projections downwards as the company recently indicated that they are expecting to commence commercial service only from late Q3'CY22.\nThis article will discuss the circumstances leading to Virgin Galactic's \"delayed\" launch, the long-term opportunities, and the competitive threat facing Virgin's leadership quest in suborbital space tourism.\nLastly, we would present our valuation argument for long-term investors considering adding exposure to the stock right now.\nRevisions to Virgin Galactic's Mean Consensus Estimates\nMay's consensus revenue estimates & Aug's consensus revenue estimates. Data source: S&P Capital IQ\nScale of revised estimates (Between May and Aug estimates). Data source: S&P Capital IQ\nInvestors should be able to glean clearly that near-term consensus estimates were revised downwards from May's projections that affected CY21 to CY25. However, we think what's important for investors to note is that the Street revised its estimates meaningfully upwards from CY26 to reflect the strong demand that SPCE highlighted during its recent earnings call, which we think demonstrates the company's confidence in a strong revenue runway for the long term, which we would discuss in detail in the subsequent sections.\nPrivate Commercial Full Revenue Service is Expected from Q3'CY22\nSPCE has since lost about 33% of its value since its earnings release on Aug 5, which we think is largely attributed to the near term headwinds resulting from its \"delay\" on commercial service launch as a result of proposed critical enhancements to VSS Unity and the mothership VMS Eve to increase their turnaround time between flights and maintenance significantly.\nAs a result of the enhancements that would take place after the completion of Unity 23 revenue-generating flight with the Italian Air Force, the company expects to commence its private commercial full revenue service only from late Q3'CY22, which we think may have taken investors aback as while the market expected full commercial service to begin in 2022, they did not expect it to be as late as Q3.\nHowever, we think the market has once again chosen to focus on the uncertainty resulting from the near-term revenue service delay and ignore the importance of the enhancements that are expected to improve VMS Eve's turnaround time so significantly that Virgin Galactic emphasized:\n\n These enhancements\n could potentially allow Eve to fly 100 flights between major maintenance inspections. This is up from the current interval of 10 flights between major inspections today. This will be an incredibly important success factor during the early commercial service period while we are in process of manufacturing additional motherships.\n\nIn addition, the company also highlighted that with the enhancements, the company is also \"targeting a reduced turnaround flight between Unity flights of 4 to 5 weeks, and that's down from what has at best, been 7 to 8 weeks for VSS Unity.\"\nThe Street and the market were certainly disappointed with the announcement, as analysts cut near-term forecasts and downgraded ratings, and Morgan Stanley also emphasized: \"During this heavy maintenance period, Virgin Galactic will not be able to conduct any space flights until summer of 2022.\"\nSure, no flights. We are certainly not concerned, as the company reiterated the significance of these enhancements:\n\n These are reasonably robust modifications to Eve. But the reason we are taking the additional scope and the additional time for this enhancement period of Eve is because the flight rate that we will derive from Eve following this enhancement period is we plan to build that to effect. It's almost 10x greater between major inspections and what we've been doing now. That will give us an ability to fly Eve much more frequently, and\n that's really important to our initial group of future astronauts as well as the people that we're going to be signing up starting today.\"\n\nIf investors could clearly glean the language used by the company in the above sentence, the company is clearly doing it because they are expecting such a robust demand for its space flight services that we think may have exceeded what the company had initially planned for. So while the recent launch event with Sir Richard Branson was largely seen as a major PR coup, it certainly allowed the company to measure the response from interested customers, and the company has clearly indicated that they see such robust demand that they needed to open up a priority list as soon as possible as CEO Michael Colglazier articulated:\n\n Leveraging the substantial demand we have seen to our website, I am pleased to announce that we will soon open a priority list for future space travelers who wish to be next in line. We will reach out first to this list with any available inventory following the conclusion of our spacefarer conversion process. Registration for this list will soon be made available on our website...We have an enormous amount of confidence in the total addressable market that's been kind of shown from the response to [Sir Richard Branson's] Unity 22. So we won't be absorbing all of it, but we do think we can make a major step forward here.\n\nWe are not sure what the market and other investors think. Still, the company needs to find a way to cope with the demand from what's obviously a heavily supply-constrained situation. The next best thing they would do in the near term is to make the necessary modifications to VMS Eve and VSS Unity to ensure these highly valued potential customers don't go knocking on the door of Jeff Bezos's Blue Origin (BORGN).\nAre There Really So Many Customers Who Couldn't Wait to Get On Board VSS Unity?\nYes, it's pretty incredible to think that the company is expecting so many customers who couldn't wait to get on board. Lisa Rich, the Managing Partner at the venture capital firm Hemisphere Ventures, articulated: \"...I've met so many Virgin [Galactic] ticket holders over the years. And by the way, every one of them has told me that the $250,000 they've spent waiting has paid for itself 10 times over because of the experiences that they have shared over the years.\"\nInvestors should clearly understand that the community of 600 future astronauts that have committed to Virgin Galactic's flight services formed a tight-knit group over the years as the company emphasized: \"I think one thing that probably [is] not well known outside of the existing future astronaut is one of the secret weapons of Virgin Galactic is our astronaut office. This is a group of people who have brought together these 600 people into a true community.\"\nThe company emphasized that these customers really value the journey towards realizing the flight experience as these customers consider it a \"life-transitional journey.\" They see so much value in what Virgin Galactic is doing that the company emphasized that their customers consider joining the community that the company brought together is \"[a] top, top of mind [priority] and very powerful.\"\nImportantly, the company also highlighted that they have opened up ticket sales to their 1000-strong \"Spacefarer\" community who has signed up through the company's \"One Small Step\" program, with a price starting from $450K per seat, that's way higher than the $200K to $250K per seat that the initial 600 future astronauts signed up for.\nVirgin Galactic believes that these future astronauts are going to be the \"sales ambassadors\" for the company because of the experience of the strong and tight-knit astronaut community that the company has painstakingly built up: \"...And so I think you can think about lifetime value in several ways. One of them is as people move through being a future astronaut graduate into the astronaut community, I think they're going to come back, and I think it will just be very natural in how people will share the experience.And I think them sharing the experience will not only let people say how wonderful it was, but it will also bring normalcy to the concept of human spaceflight. So this group of people as we bring them in, the lifetime value is all-around demand and continuing to increase the total addressable market as they go out there and share what they've done.\"\nStrong Demand Justifies Rapid Scaling Up To Achieve Strong Operating Leverage\nAstute investors would clearly have recognized that if the company relied on just the fleet of VSS Unity or VSS Imagine to dominate the market for suborbital space tourism, it would have been largely insufficient.\nBased on the company's guidance and the Street's estimates, working through the company's initial community of 600 future astronauts would take a few years at least without the modifications to VMS Eve.\nThe initial cadence (before modifications) for 2022 is a maximum of 10 revenue flights comprising 60 passengers in total. Moving on to 2023, the company could also only fly a maximum of 24 to 36 flights annually, which would allow them to fly a maximum of 144 to 216 astronauts. Thus, it may be at least another 2 years until 2025 before Virgin Galactic could start to work through the order book from the 1000 Spacefarer community, and we think by then, at least some of them would have gone over to Blue Origin. Therefore, the initial cadence really doesn't work, especially with the company preparing to draw up its priority list soon for the interest generated from the Unity 22 PR campaign, and they need to work through the 1,600 future astronauts fast, which in the near term would be solved by Eve's modifications since it allows SPCE to fly 10x more in between major inspections.\nHowever, the company still thinks that would still be insufficient to cater to the level of demand that they have been experiencing. As a result, they announced that they would be building their next-gen Delta class vehicles \"that are capable of turning on a 1-week interval.\" This class of ships is expected to form the majority of the company's future capacity over time.\nPart of the reason that the company needed to raise the $500M equity offering recently is that they are ready to start developing and build the Delta class vehicles that would be highly instrumental towards meeting their long term capacity and cadence, that VSS Unity and VSS Imagine would never be able to meet sufficiently.\nCrucially, the company highlighted that by ramping production and capacity through the Delta class, they would be able to achieve significant operating leverage as Virgin Galactic emphasized: \"...And that's why we're so focused on getting the Delta class with next generation of mothership. That's where we really get efficiency. That's where we get scale. That's where you'll really see the flow-through come because we'll have a fixed cost basis that is easy for us to communicate and easy for us to contribute the trade for efficiency down the road.\"\nCompeting Against Blue Origin\nWe think operating leverage will be the name of the game here, and Virgin Galactic clearly recognizes that it would be vital for the company to operate at a sufficient scale justified by its demand drivers to compete strongly against Blue Origin.\nWhile we don't think Blue Origin's main game is in suborbital space tourism, as Jeff Bezos also highlighted previously that: \"The architecture and the technology we have chosen is complete overkill for a suborbital tourism mission.”\nWe think Blue Origin's main market certainly goes beyond suborbital space tourism that Morgan Stanley highlighted that \"Mr. Bezos’ company is seeking business in a space market that will triple in size to more than $1 trillion in annual sales by 2040, assuming rapid technological developments enable routine moon landings, asteroid mining and space tourism.\"\nTherefore, while Blue Origin focuses on building up its Space colonies' vision over the long term, we think they would most certainly be able to ramp their production quickly and gain significant operating leverage. The key is how those advantages translate to its suborbital space tourism segment in the near term would be key to determine Virgin Galactic's leadership.\nOne thing is for sure. Both companies expect the price for the suborbital space tourism tickets to come down substantially over time as production scales up and technologies improve. Thus, the key for Virgin Galactic's leadership and survival in this market is to gain operating leverage as quickly as possible to build up those advantages while Blue Origin has its plate full with its various projects across the entire spectrum.\nVirgin Galactic wants to make suborbital space tourism much more accessible, and the key to achieving that is to drive prices down through operating leverage achieved by ramping up production. As a result, we think the company's Delta class plans are highly pivotal to Virgin Galactic's leadership against Blue Origin and highly encourage investors to keep their eyes closely focused on these plans.\nFree Cash Flow Forecast & Valuations\nEBITDA margin forecast & CapEx margin forecast. Data source: S&P Capital IQ\nEV / Fwd EBITDA trend. Data Source: S&P Capital IQ\nDespite the delay in launching full revenue service to Q3'22, the Street's estimates expect the company to be FCF profitable from the end of FY24. We think that's important as it demonstrates the long-term cash flow potential for the company's business in this market, where only BORGN and SPCE are the clear leaders right now.\nHowever, the valuations still look expensive at 18.5x by the end of 2030, 36% above its aerospace and defense peers comp set mean of 13.61x.\nStreet's mean price target. Source: TIKR\nThe Street is also not too optimistic, as the mean target price of $35.55 is a mere 13.5% above the last closing price, as analysts focused on SPCE's near term \"headwind\" of moving its revenue service to Q3'CY22, which we think is highly important to its long term competitive advantage.\nWhile we are really excited about the company's long-term prospects, as well as its ambition to bring suborbital space tourism to the world, we are not so sure about Virgin Galactic's expensively-looking valuation.\nSPCE Stock Price Action and Trend Analysis\nSource: TradingView\nWhile we don't think SPCE would be a suitable stock for long-term investors given its expensive valuation, we think position traders may still find an opportunity lurking around the horizon with this stock.\nSPCE is strongly supported along its 50-week moving average dynamic support level that has held strongly since 2020, including the recent false break to the downside (bear trap) it saw in May. Therefore, position traders keen to trade this stock may find an opportunity once the price action resolves itself in the next couple of weeks, we hope.\nIn summary, we assign a neutral rating to SPCE for long-term investors.","news_type":1},"isVote":1,"tweetType":1,"viewCount":28,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9924339701,"gmtCreate":1672180940104,"gmtModify":1676538646713,"author":{"id":"3582617881962608","authorId":"3582617881962608","name":"Ahsiang","avatar":"https://static.tigerbbs.com/310f96e7696af85ae33ece774a483d15","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3582617881962608","idStr":"3582617881962608"},"themes":[],"htmlText":"Gogogo","listText":"Gogogo","text":"Gogogo","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/9924339701","repostId":"2294655826","repostType":4,"repost":{"id":"2294655826","pubTimestamp":1672155571,"share":"https://ttm.financial/m/news/2294655826?lang=&edition=fundamental","pubTime":"2022-12-27 23:39","market":"us","language":"en","title":"Why Tesla Is One Stock I'd Avoid in 2023","url":"https://stock-news.laohu8.com/highlight/detail?id=2294655826","media":"Motley Fool","summary":"From leadership to a looming recession, the problems are piling up.","content":"<html><head></head><body><p>Undoubtedly, electric vehicles (EVs) will become the norm over the next couple of decades, ending more than 100 years of internal combustion engine automobile dominance. Statista estimates that sales will grow at a compound annual rate of nearly 17% through 2027, going from $389 billion in 2022 to $847 billion. This is fertile ground for long-term investors, but not every stock is an excellent pick in 2023. <a href=\"https://laohu8.com/S/TSLA\">Tesla</a> looks like one of these.</p><p>Tesla is one of the most successful investments of the last 10 years, returning an eye-popping 5,700%. However, the stock is down more than 67% this year. Unfortunately, the drop may continue due to several headwinds. Let&#39;s look at a few.</p><h2>The Twitter debacle</h2><p>Elon Musk&#39;s purchase of Twitter has been an unwelcome distraction for Tesla investors. The Tesla CEO&#39;s offer was announced on April 14, 2022, and Tesla shares have plunged 60% since. Those who were expecting a renewed focus on Tesla once the transaction was complete have been disappointed. Several high-profile Twitter controversies have followed. Investors may see Musk&#39;s focus on Twitter as bad for Tesla stock at a time when Tesla needs its CEO&#39;s focus more than ever.</p><p>Musk announced he will step down as Twitter CEO once a replacement is found. This is terrific news for Tesla and could provide a short-term bump in the stock price once the new CEO is found. However, the Twitter complication isn&#39;t the only problem for Tesla stock.</p><h2>Competition is coming -- fast</h2><p>Tesla has enjoyed its first-mover advantage in the EV industry for years. In 2021, the company accounted for 14% of all EV vehicle sales globally and more than 70% of the coveted US market. The chart below illustrates the tremendous dominance.</p><p><img src=\"https://static.tigerbbs.com/49a6f1f7c29924a41b2c9ae0412f4999\" tg-width=\"700\" tg-height=\"700\" referrerpolicy=\"no-referrer\"/></p><p>Image source: Statista.</p><p>Tesla&#39;s U.S. market share has nowhere to go but down, which is the trend -- from nearly 80% in 2020, to 70% in 2021, to 65% as of Q3 2022. Other auto companies are investing heavily to electrify their fleets. For example, <b>Ford Motor Company</b> is spending $22 billion through 2025, and <b>General Motors</b> is spending $35 billion. GM believes it can sell a million EVs by then and seeks to make its entire fleet all-electric.</p><p>This doesn&#39;t mean Tesla can&#39;t compete; far from it. But the competition will be fierce, and the road ahead is getting significantly more difficult.</p><h2>An economic triple-whammy</h2><p>Three major economic obstacles will make 2023 difficult:</p><ul><li>A likely recession</li><li>Rising interest rates</li><li>Cratering consumer confidence</li></ul><p>Electric vehicles, especially high-performance Teslas, don&#39;t come cheap. In fact, they rank just behind luxury cars with an average price of $67,000, as shown below.</p><p><img src=\"https://static.tigerbbs.com/290734397a5578ed683b6b63bd7736fb\" tg-width=\"700\" tg-height=\"700\" referrerpolicy=\"no-referrer\"/></p><p>Image source: Statista.</p><p>Yes, consumers have lower ownership costs because they don&#39;t have to purchase gas, but future savings may not be top of mind with a recession likely in 2023. When a recession hits, consumers put off major purchases, which could significantly hurt Tesla&#39;s results. As if to prove the point on lagging demand, Tesla has just introduced a rare $7,500 discount on some vehicles.</p><p>To make matters worse, the Federal Reserve is committed to raising interest rates until inflation falls dramatically. This makes financed vehicles even less affordable to consumers.</p><p>Finally, consumer confidence is toiling near its Great Recession lows, as shown below.</p><p><img src=\"https://static.tigerbbs.com/7215d7641b3cd0613df33d9dac8b074f\" tg-width=\"720\" tg-height=\"433\" referrerpolicy=\"no-referrer\"/></p><p>US Index of Consumer Sentiment data by YCharts</p><p>Consumer sentiment is generally considered a leading indicator of upcoming consumer spending, which is incredibly problematic for high-cost electric vehicles in 2023.</p><p>Despite the stock&#39;s drop, Tesla still has the world&#39;s largest market capitalization of any automotive company. With 2023 bringing a host of hardships to the company, the economy, and the industry, Tesla may be one stock it&#39;s best to hold off investing in.</p></body></html>","source":"fool_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Why Tesla Is One Stock I'd Avoid 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\">\nWhy Tesla Is One Stock I'd Avoid in 2023\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-12-27 23:39 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2022/12/26/tesla-is-one-stock-id-avoid-in-2023/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Undoubtedly, electric vehicles (EVs) will become the norm over the next couple of decades, ending more than 100 years of internal combustion engine automobile dominance. Statista estimates that sales ...</p>\n\n<a href=\"https://www.fool.com/investing/2022/12/26/tesla-is-one-stock-id-avoid-in-2023/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TSLA":"特斯拉"},"source_url":"https://www.fool.com/investing/2022/12/26/tesla-is-one-stock-id-avoid-in-2023/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2294655826","content_text":"Undoubtedly, electric vehicles (EVs) will become the norm over the next couple of decades, ending more than 100 years of internal combustion engine automobile dominance. Statista estimates that sales will grow at a compound annual rate of nearly 17% through 2027, going from $389 billion in 2022 to $847 billion. This is fertile ground for long-term investors, but not every stock is an excellent pick in 2023. Tesla looks like one of these.Tesla is one of the most successful investments of the last 10 years, returning an eye-popping 5,700%. However, the stock is down more than 67% this year. Unfortunately, the drop may continue due to several headwinds. Let's look at a few.The Twitter debacleElon Musk's purchase of Twitter has been an unwelcome distraction for Tesla investors. The Tesla CEO's offer was announced on April 14, 2022, and Tesla shares have plunged 60% since. Those who were expecting a renewed focus on Tesla once the transaction was complete have been disappointed. Several high-profile Twitter controversies have followed. Investors may see Musk's focus on Twitter as bad for Tesla stock at a time when Tesla needs its CEO's focus more than ever.Musk announced he will step down as Twitter CEO once a replacement is found. This is terrific news for Tesla and could provide a short-term bump in the stock price once the new CEO is found. However, the Twitter complication isn't the only problem for Tesla stock.Competition is coming -- fastTesla has enjoyed its first-mover advantage in the EV industry for years. In 2021, the company accounted for 14% of all EV vehicle sales globally and more than 70% of the coveted US market. The chart below illustrates the tremendous dominance.Image source: Statista.Tesla's U.S. market share has nowhere to go but down, which is the trend -- from nearly 80% in 2020, to 70% in 2021, to 65% as of Q3 2022. Other auto companies are investing heavily to electrify their fleets. For example, Ford Motor Company is spending $22 billion through 2025, and General Motors is spending $35 billion. GM believes it can sell a million EVs by then and seeks to make its entire fleet all-electric.This doesn't mean Tesla can't compete; far from it. But the competition will be fierce, and the road ahead is getting significantly more difficult.An economic triple-whammyThree major economic obstacles will make 2023 difficult:A likely recessionRising interest ratesCratering consumer confidenceElectric vehicles, especially high-performance Teslas, don't come cheap. In fact, they rank just behind luxury cars with an average price of $67,000, as shown below.Image source: Statista.Yes, consumers have lower ownership costs because they don't have to purchase gas, but future savings may not be top of mind with a recession likely in 2023. When a recession hits, consumers put off major purchases, which could significantly hurt Tesla's results. As if to prove the point on lagging demand, Tesla has just introduced a rare $7,500 discount on some vehicles.To make matters worse, the Federal Reserve is committed to raising interest rates until inflation falls dramatically. This makes financed vehicles even less affordable to consumers.Finally, consumer confidence is toiling near its Great Recession lows, as shown below.US Index of Consumer Sentiment data by YChartsConsumer sentiment is generally considered a leading indicator of upcoming consumer spending, which is incredibly problematic for high-cost electric vehicles in 2023.Despite the stock's drop, Tesla still has the world's largest market capitalization of any automotive company. With 2023 bringing a host of hardships to the company, the economy, and the industry, Tesla may be one stock it's best to hold off investing in.","news_type":1},"isVote":1,"tweetType":1,"viewCount":691,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}