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2023-04-24

Thanks for sharing

Singapore Stocks to Watch: Keppel Corp, UOB, Sembmarine, IReit Global

2023-04-11

Thanks for sharing

It's Almost Time To Load Up On Tesla

2023-01-26

Great news 👏 👍

Tesla Surged Over 10% in Morning Trading and Its Market Cap Returned to $500 Billion

2022-12-31

$Tesla Motors(TSLA)$ wishing everyone a Happy New Year and looking forward to better results and stock price in 2023 [Miser] [Miser] [Miser] [Miser]

2022-11-15

[Cry] [Cry] [Cry]

EV Stocks Crashed in Morning Trading

2022-11-15

Nice

CEO Tim Cook Says Apple Being "Very Deliberate" on Hiring

2022-10-26

Nice [Heart] [Heart]

Apple Will Comply With iPhone USB-C Charger Law, Executive Says

2022-10-18

Nice [Happy] [Miser]

BYD Flags Huge Quarterly Profit Jump As China Sales Surge Past Tesla

2022-10-18

$Tesla Motors(TSLA)$[Happy] [Happy] nice

2022-10-15

$S&P 500(.SPX)$more downside coming? [Cry]

2022-10-15

$Citigroup(C)$[Miser] [Miser] [Miser]

2022-10-15

$Tesla Motors(TSLA)$[Cry] [Cry] [Cry]

2022-10-14

$BYD COMPANY(01211)$[Cry] [Cry] when will this shine again

2022-10-13

$Citigroup(C)$up up and away [smile] [smile] [Happy]

2022-10-12

$SPDR S&P 500 ETF Trust(SPY)$[Cry] [Cry] [Cry] seeing red everyday

2022-10-11

$SPDR S&P 500 ETF Trust(SPY)$[Cry] [Cry] [Cry] when will the sun shine again ?[LOL]

2022-10-10

Nice 👌

Tesla's China-Made Sales Hit Record Following Shanghai Factory Upgrade

2022-10-10

$BYD COMPANY(01211)$hoping to see it in green soon 🙏 😬

2022-10-09

$Tesla Motors(TSLA)$[Cry] [Cry] hoping to see it going up soon

2022-10-08

Will have to wait for it to rebound [Cry] [Cry] [Cry]

Go to Tiger App to see more news

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for sharing&nbsp;","listText":"Thanks for sharing&nbsp;","text":"Thanks for sharing","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9944775476","repostId":"1140188443","repostType":4,"repost":{"id":"1140188443","kind":"news","pubTimestamp":1682297011,"share":"https://ttm.financial/m/news/1140188443?lang=&edition=fundamental","pubTime":"2023-04-24 08:43","market":"sg","language":"en","title":"Singapore Stocks to Watch: Keppel Corp, UOB, Sembmarine, IReit Global","url":"https://stock-news.laohu8.com/highlight/detail?id=1140188443","media":"Business Times","summary":"THE following companies saw new developments that may affect trading of their securities on Monday (","content":"<div>\n<p>THE following companies saw new developments that may affect trading of their securities on Monday (Apr 24):Keppel Corporation : BN4 : Its Australian associates have filed civil claim proceedings for ...</p>\n\n<a href=\"https://www.businesstimes.com.sg/companies-markets/stocks-watch-keppel-corp-uob-sembmarine-ireit-global\">Web Link</a>\n\n</div>\n","source":"lsy1607307803821","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>Singapore Stocks to Watch: Keppel Corp, UOB, Sembmarine, IReit Global</title>\n<style 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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\">\nSingapore Stocks to Watch: Keppel Corp, UOB, Sembmarine, IReit Global\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-04-24 08:43 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.businesstimes.com.sg/companies-markets/stocks-watch-keppel-corp-uob-sembmarine-ireit-global><strong>Business Times</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>THE following companies saw new developments that may affect trading of their securities on Monday (Apr 24):Keppel Corporation : BN4 : Its Australian associates have filed civil claim proceedings for ...</p>\n\n<a href=\"https://www.businesstimes.com.sg/companies-markets/stocks-watch-keppel-corp-uob-sembmarine-ireit-global\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"U11.SI":"大华银行","BN4.SI":"吉宝有限公司"},"source_url":"https://www.businesstimes.com.sg/companies-markets/stocks-watch-keppel-corp-uob-sembmarine-ireit-global","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1140188443","content_text":"THE following companies saw new developments that may affect trading of their securities on Monday (Apr 24):Keppel Corporation : BN4 : Its Australian associates have filed civil claim proceedings for up to A$66.5 million (S$59.4 million) against three of Keppel’s subsidiaries regarding the group’s solar farm in Queensland, Australia. Keppel on Monday said its subsidiaries intend to “vigorously defend” the claim, and it does not expect the proceedings to have a material impact on the group’s operations and overall financial performance. Shares of Keppel closed on Friday S$0.19 or 3 per cent higher at S$6.46.UOB : U11 : The bank on Friday said its liquidity position is “very flush”, putting it in a comfortable position amid recent turmoil in the global banking industry. While UOB did not disclose the amount of its liquidity buffer, the bank assured that it had a lot of excess liquidity and that its capital ratios were well above regulatory minimums. Shares of UOB closed 0.1 per cent or S$0.03 lower at S$29.69 before the announcement.Sembcorp Marine : S51 (Sembmarine): The company’s wholly-owned subsidiary, Keppel FELS, received an arbitral award in its arbitration against an Awilco Drilling unit, said Sembmarine on Monday. Keppel FELS had issued a notice of termination in 2022 after Awilco defaulted on an instalment payment for the construction of a rig. Shares of Sembmarine closed flat at S$0.123 on Friday.IReit Global : 8U7U : The Europe-focused real estate investment trust (Reit) on Monday announced that it has secured a 15-year lease with a German federal government body for about 25 per cent of Darmstadt Campus. The anchor lease will bring the Reit’s portfolio occupancy from 88.3 per cent to 90.3 per cent as at Dec 31, 2022, on a pro forma basis. Units of the Reit closed flat at S$0.50 on Friday.","news_type":1},"isVote":1,"tweetType":1,"viewCount":587,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9942234706,"gmtCreate":1681228358806,"gmtModify":1681228361849,"author":{"id":"3586485210826750","authorId":"3586485210826750","name":"TKPK","avatar":"https://community-static.tradeup.com/news/e250d1041115e1fb98d4fee161bc044a","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3586485210826750","authorIdStr":"3586485210826750"},"themes":[],"htmlText":"Thanks for sharing&nbsp;","listText":"Thanks for sharing&nbsp;","text":"Thanks for sharing","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":18,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9942234706","repostId":"1116529806","repostType":4,"repost":{"id":"1116529806","kind":"news","pubTimestamp":1681216371,"share":"https://ttm.financial/m/news/1116529806?lang=&edition=fundamental","pubTime":"2023-04-11 20:32","market":"us","language":"en","title":"It's Almost Time To Load Up On Tesla","url":"https://stock-news.laohu8.com/highlight/detail?id=1116529806","media":"Seeking Alpha","summary":"SummaryTesla, Inc.'s massive rally has consolidated for months now.I see some reasons for caution at","content":"<html><head></head><body><h2 style=\"text-align: left;\">Summary</h2><ul><li><p>Tesla, Inc.&#39;s massive rally has consolidated for months now.</p></li><li><p>I see some reasons for caution at the moment, but remain longer-term bullish.</p></li><li><p>Risk/reward here is terrific if you use stops prudently.</p></li></ul><p></p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/0e94c2a45c7301b8ea00c807d826e5dd\" alt=\"\" title=\"\" tg-width=\"750\" tg-height=\"563\"/></p>Growth stocks have been absolutely outstanding so far this year, after being truly awful for most of 2022. My viewpoint on the U.S. market for 2023 is quite bullish, and that’s predicated on growth and tech continuing to outperform. We’ll see consolidation periods and selloffs, of course, but I maintain that we’ll see much higher prices in the U.S. equity markets at the end of this year than where we started.<p></p><p>Perhaps the most followed growth stock is <strong>Tesla, Inc.</strong> (NASDAQ:TSLA), and the last time I covered the stock was about seven months ago. Much has occurred since then, to say the least. TSLA stock went to a well-publicized low of $101, but quite swiftly <em>doubled</em> off of that low. It’s one of the best performing stocks in the U.S. market so far this year, which is incredible given its size.</p><p>The stock has been consolidating since the high, and we’ll touch on that below. However, so long as we hold the zone of support below, I’m maintaining my buy rating on Tesla. I’m not uber-bullish right now, but I still believe the medium and long-term trajectory is higher.</p><h2>Charting the course</h2><p>We’ll begin as we always do, with the chart. Tesla is in a consolidatory phase right now, having lost key moving average support in recent days.</p><p></p><p></p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/9bd969b308166473c523851a9fe245ed\" alt=\"Chart\" title=\"Chart\" tg-width=\"640\" tg-height=\"714\"/><span>Chart</span></p><p></p><p style=\"text-align: left;\"><strong>StockCharts</strong></p><p></p><p>We have three local tops, which I’ve connected with the blue line above. There are lower highs being made, and there’s very strong support in the area of ~$165, which <em>has </em>to hold for the bulls; if that level is lost, look out below for a potential test of $100. I don’t think that’s going to happen, but I would not recommend Tesla should it lose that support level.</p><p>I mentioned the moving average support that was lost, and you can see where the rising 50-day simple moving average in blue above was used as support in early March. That line was lost a few days ago, and the stock fell further after losing it. This is not a bullish development and it’s giving me pause in terms of wanting to run out and buy the stock.</p><p>The accumulation/distribution line still looks outstanding, and very bullish. It measures whether big institutional money is buying dips or selling rips, and we are firmly in the former category for Tesla. That’s a bullish sign that the stock is being accumulated, which tends to indicate longer-term bullishness.</p><p>The 14-day RSI looks good as it continues to hold the 40 level, which is bull market behavior. The PPO is also testing the centerline, and we’ll need to see a bounce fairly soon to keep that bullishness alive.</p><p>To sum this up, given the loss of the moving average support, and lower highs being made, I would not be surprised to see a test of the $165 area. Should that occur, Tesla would be a great buy as the risk/reward would be outstanding. For now, it’s in no-man’s land.</p><p>The bottom panel has the stock’s correlation to the 10-year Treasury yield, which is key given the rate environment we’re in today. We can see Tesla’s long-term correlation to the 10-year Treasury is highly negative, which means 10-year Treasury yields and Tesla stock move in different directions. This makes perfect sense as higher rates mean lower valuations for growth stocks, and vice versa. Given that, it makes sense to look at yields, and we’ll do that now.</p><p></p><p></p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/df23caaa9d1b39024f979a6cda4535bb\" alt=\"Chart\" title=\"Chart\" tg-width=\"640\" tg-height=\"517\"/><span>Chart</span></p><p></p><p style=\"text-align: left;\"><strong>StockCharts</strong></p><p></p><p>The 10-year is testing absolutely critical support in the area of 3.3%, and given the look of momentum, I would be absolutely shocked if we don’t get a breakdown of yield, which is the same thing as a breakout of price, given price and yield move inversely. Point being, if I’m right about the direction of rates, Tesla and other growth stocks should do very well indeed.</p><h2>Fundamentals a mixed bag</h2><p>We all know the automakers are struggling with supply chain issues, and have been for some time. Of course, there are plenty of industries still grappling with the challenges that COVID presented across the globe. That means there are still wait times across the industry for various types of vehicles, dealer lots remain under-inventoried compared to pre-COVID norms, and rising loan interest rates that are crimping consumers’ ability to pay.</p><p>It is, perhaps, no wonder that estimates have come down for Tesla from a revenue perspective in recent months.</p><p></p><p></p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/e6db56943296955b720ccc22605349e2\" alt=\"vehicle deliveries\" title=\"vehicle deliveries\" tg-width=\"488\" tg-height=\"663\"/><span>vehicle deliveries</span></p><p></p><p style=\"text-align: left;\"><strong>Investor presentation</strong></p><p></p><p>Tesla has seen dips and pauses in vehicle delivery numbers in the past, but it appears to my eye that another one is a low probability. The company is seeing massive growth in China, as well as continuing to play around with U.S. pricing of its models. Much digital ink has been spilled about pricing actions from Tesla, but it seems pretty clear to me that these actions are being done out of a position of strength, not weakness.</p><p></p><p></p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/c3aa5e5e33f385e932756392920212de\" alt=\"market share\" title=\"market share\" tg-width=\"640\" tg-height=\"303\"/><span>market share</span></p><p></p><p style=\"text-align: left;\"><strong>Investor presentation</strong></p><p></p><p>So long as these lines move up and to the right, I’m not bothered with pricing actions. Every firm in every industry wants market share gains, and Tesla has them.</p><p></p><p></p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/fd8229ac2f452d6c4265fab68ea84bb9\" alt=\"revenue revisions\" title=\"revenue revisions\" tg-width=\"640\" tg-height=\"220\"/><span>revenue revisions</span></p><p></p><p style=\"text-align: left;\"><strong>Seeking Alpha</strong></p><p></p><p>That being said, revenue estimates are headed lower in the past several months, which is less than ideal. So long as revenue estimates are falling, the stock may struggle to make a significant move higher. However, if/when they do turn higher again, look out above in terms of the stock price.</p><p>I normally would place more weight on revenue estimates, except that Tesla’s margin profile has continued to get better and better over time. What that means is that it is in a position to generate higher profitability on each dollar of revenue, and gives it the freedom to do things like cut prices. As I said, strength, not weakness.</p><p>Below, we have gross and operating margins on a trailing-twelve-months basis for the past few years for some context.</p><p></p><p></p><p></p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/16a5716422a4230b2d626cd03ab40b35\" alt=\"\" title=\"\" tg-width=\"640\" tg-height=\"185\"/></p>Both have moved sharply higher over time, but what’s interesting is that operating margins have continued to grow while gross margins have actually declined in recent quarters. In the first quarter of 2022, gross margins were 27.1% of revenue, while operating margins were 15.5%. That’s a difference of 11.6%. The most recent quarter (with fresh earnings due out in a couple of weeks) was 25.6% and 16.8%, respectively. That’s a difference of 8.8%, which means the gap between operating margin and gross margin is contracting fairly rapidly. That’s an excellent development as it means that each dollar of revenue is becoming more profitable, <em>despite declining gross margins</em>. Imagine what would happen should the company focus on building gross margins again.<p></p><p>Regardless of whether the company continues to focus on market share, or decides to go after more margin, the future is bright and be in no doubt; pricing actions are being done from a position of strength.</p><h2>Cash is king</h2><p>One problem Tesla used to have – and one that I was very concerned about a few years ago – is cash burn. We all know Tesla expanded extremely rapidly over the past few years, which takes cash. However, not only does the company not burn cash any longer, but its balance sheet is absolutely outstanding.</p><p></p><p></p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/7c719393fec512ae018e4c836fbc4def\" alt=\"\" title=\"\" tg-width=\"640\" tg-height=\"184\"/></p>Net debt is now down to a net cash position of more than $16 billion, which has numerous benefits. Tesla no longer needs to borrow money or issue stock to fund development. It can make acquisitions, it can invest that cash for additional income, or it can expand at whatever pace it deems necessary. That includes things like rapid expansion of gigafactories, development and refinement of new and existing models, etc. Cash used to be the single biggest issue for Tesla, but now is a massive source of strength.<p></p><p>How has Tesla built a fortress balance sheet? Free cash flow (&#34;FCF&#34;).</p><p></p><p></p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/7d1a3f6a321d63b4d9ce1cf8d2a4cce6\" alt=\"\" title=\"\" tg-width=\"640\" tg-height=\"360\"/></p>TTM FCF is up to $7+ billion, and FCF margin is consistently in the area of 9% to 11% of revenue. These are terrific numbers, and judging by the build in cash on the balance sheet – which is happening simultaneously with factory expansion globally – it’s more than sufficient. Should these numbers decline over time, concern will reign again. But I see no cause for concern here.<p></p><p>Finally, let’s take a look at EPS estimates, which, like revenue, don’t exactly look that great.</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/996a5c22b8f9ff33f0550deb49ce1a5b\" alt=\"\" title=\"\" tg-width=\"640\" tg-height=\"221\"/></p>EPS estimates have come way down since late last year, but have plateaued. Is that it in terms of downward revisions? Time will tell, but anyone that’s familiar with my work knows I very much prefer rising EPS and revenue estimates. We don’t have that here, and that’s why I’m more cautious than I normally would be.<p></p><h2>A look at valuations</h2><p>Let’s start the valuation conversation with price to sales, which we have below for the past three years on a forward basis.</p><p></p><p></p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/769ab0ae3f0e5ce9168c55cbb27da5e1\" alt=\"\" title=\"\" tg-width=\"640\" tg-height=\"215\"/></p>Today’s forward P/S ratio is 5.7X, which is very near the bottom of the range. We could argue the days of 19X forward sales were frothy, and they almost certainly were. But the point stands that – from my perspective – Tesla is stronger than ever in many ways, while sporting what can only be considered a low forward P/S ratio.<p></p><p>Similarly, the forward P/E ratio just continues to fall, as the stock is seeing 46X forward earnings today, compared to an average of 110X in the past three years.</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/cfed176bb7172af777a5dd39de6d86b9\" alt=\"\" title=\"\" tg-width=\"640\" tg-height=\"214\"/></p>I’m not going to try to convince anyone that 48X forward earnings is cheap, because we all have our own feelings on relative value. I’m also not going to value Tesla like a traditional automaker, because it isn’t one, and that’s a pointless exercise. I will, however, value the stock against its own historical tendencies, and just like revenue, I cannot see how Tesla, Inc. stock shouldn’t be considered reasonably valued at worst here.<p></p><p>Do I think we’ll see 110X forward earnings again? No. Is there upside potential to 60X or 70X? If I’m right about lower interest rates and a tech/growth bull market, then absolutely there is. For me, that’s the consideration. If we get a bull market in tech and growth this year, more so than what we’ve already seen, stocks like Tesla have enormous upside potential. If I’m wrong, you have the $165 area where you can stop out and take your loss. From a risk/reward perspective, we’re looking at Tesla, Inc. perhaps $20 on the downside, but ~$60 to the upside given $4 in EPS estimates times a 60 forward P/E.</p><p>I can already hear the laughing of value investors scoffing at the idea, but I follow the money, and it looks to me like Tesla, Inc. is attracting it in a big way. I’m maintaining my buy rating on Tesla stock, but am refraining from a strong buy given some of the concerns listed above. The closer we get to $165, the better the buy.</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>It's Almost Time To Load Up On Tesla</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\">\nIt's Almost Time To Load Up On Tesla\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-04-11 20:32 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4593228-its-almost-time-to-load-up-on-tesla><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryTesla, Inc.'s massive rally has consolidated for months now.I see some reasons for caution at the moment, but remain longer-term bullish.Risk/reward here is terrific if you use stops prudently....</p>\n\n<a href=\"https://seekingalpha.com/article/4593228-its-almost-time-to-load-up-on-tesla\">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/4593228-its-almost-time-to-load-up-on-tesla","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"1116529806","content_text":"SummaryTesla, Inc.'s massive rally has consolidated for months now.I see some reasons for caution at the moment, but remain longer-term bullish.Risk/reward here is terrific if you use stops prudently.Growth stocks have been absolutely outstanding so far this year, after being truly awful for most of 2022. My viewpoint on the U.S. market for 2023 is quite bullish, and that’s predicated on growth and tech continuing to outperform. We’ll see consolidation periods and selloffs, of course, but I maintain that we’ll see much higher prices in the U.S. equity markets at the end of this year than where we started.Perhaps the most followed growth stock is Tesla, Inc. (NASDAQ:TSLA), and the last time I covered the stock was about seven months ago. Much has occurred since then, to say the least. TSLA stock went to a well-publicized low of $101, but quite swiftly doubled off of that low. It’s one of the best performing stocks in the U.S. market so far this year, which is incredible given its size.The stock has been consolidating since the high, and we’ll touch on that below. However, so long as we hold the zone of support below, I’m maintaining my buy rating on Tesla. I’m not uber-bullish right now, but I still believe the medium and long-term trajectory is higher.Charting the courseWe’ll begin as we always do, with the chart. Tesla is in a consolidatory phase right now, having lost key moving average support in recent days.ChartStockChartsWe have three local tops, which I’ve connected with the blue line above. There are lower highs being made, and there’s very strong support in the area of ~$165, which has to hold for the bulls; if that level is lost, look out below for a potential test of $100. I don’t think that’s going to happen, but I would not recommend Tesla should it lose that support level.I mentioned the moving average support that was lost, and you can see where the rising 50-day simple moving average in blue above was used as support in early March. That line was lost a few days ago, and the stock fell further after losing it. This is not a bullish development and it’s giving me pause in terms of wanting to run out and buy the stock.The accumulation/distribution line still looks outstanding, and very bullish. It measures whether big institutional money is buying dips or selling rips, and we are firmly in the former category for Tesla. That’s a bullish sign that the stock is being accumulated, which tends to indicate longer-term bullishness.The 14-day RSI looks good as it continues to hold the 40 level, which is bull market behavior. The PPO is also testing the centerline, and we’ll need to see a bounce fairly soon to keep that bullishness alive.To sum this up, given the loss of the moving average support, and lower highs being made, I would not be surprised to see a test of the $165 area. Should that occur, Tesla would be a great buy as the risk/reward would be outstanding. For now, it’s in no-man’s land.The bottom panel has the stock’s correlation to the 10-year Treasury yield, which is key given the rate environment we’re in today. We can see Tesla’s long-term correlation to the 10-year Treasury is highly negative, which means 10-year Treasury yields and Tesla stock move in different directions. This makes perfect sense as higher rates mean lower valuations for growth stocks, and vice versa. Given that, it makes sense to look at yields, and we’ll do that now.ChartStockChartsThe 10-year is testing absolutely critical support in the area of 3.3%, and given the look of momentum, I would be absolutely shocked if we don’t get a breakdown of yield, which is the same thing as a breakout of price, given price and yield move inversely. Point being, if I’m right about the direction of rates, Tesla and other growth stocks should do very well indeed.Fundamentals a mixed bagWe all know the automakers are struggling with supply chain issues, and have been for some time. Of course, there are plenty of industries still grappling with the challenges that COVID presented across the globe. That means there are still wait times across the industry for various types of vehicles, dealer lots remain under-inventoried compared to pre-COVID norms, and rising loan interest rates that are crimping consumers’ ability to pay.It is, perhaps, no wonder that estimates have come down for Tesla from a revenue perspective in recent months.vehicle deliveriesInvestor presentationTesla has seen dips and pauses in vehicle delivery numbers in the past, but it appears to my eye that another one is a low probability. The company is seeing massive growth in China, as well as continuing to play around with U.S. pricing of its models. Much digital ink has been spilled about pricing actions from Tesla, but it seems pretty clear to me that these actions are being done out of a position of strength, not weakness.market shareInvestor presentationSo long as these lines move up and to the right, I’m not bothered with pricing actions. Every firm in every industry wants market share gains, and Tesla has them.revenue revisionsSeeking AlphaThat being said, revenue estimates are headed lower in the past several months, which is less than ideal. So long as revenue estimates are falling, the stock may struggle to make a significant move higher. However, if/when they do turn higher again, look out above in terms of the stock price.I normally would place more weight on revenue estimates, except that Tesla’s margin profile has continued to get better and better over time. What that means is that it is in a position to generate higher profitability on each dollar of revenue, and gives it the freedom to do things like cut prices. As I said, strength, not weakness.Below, we have gross and operating margins on a trailing-twelve-months basis for the past few years for some context.Both have moved sharply higher over time, but what’s interesting is that operating margins have continued to grow while gross margins have actually declined in recent quarters. In the first quarter of 2022, gross margins were 27.1% of revenue, while operating margins were 15.5%. That’s a difference of 11.6%. The most recent quarter (with fresh earnings due out in a couple of weeks) was 25.6% and 16.8%, respectively. That’s a difference of 8.8%, which means the gap between operating margin and gross margin is contracting fairly rapidly. That’s an excellent development as it means that each dollar of revenue is becoming more profitable, despite declining gross margins. Imagine what would happen should the company focus on building gross margins again.Regardless of whether the company continues to focus on market share, or decides to go after more margin, the future is bright and be in no doubt; pricing actions are being done from a position of strength.Cash is kingOne problem Tesla used to have – and one that I was very concerned about a few years ago – is cash burn. We all know Tesla expanded extremely rapidly over the past few years, which takes cash. However, not only does the company not burn cash any longer, but its balance sheet is absolutely outstanding.Net debt is now down to a net cash position of more than $16 billion, which has numerous benefits. Tesla no longer needs to borrow money or issue stock to fund development. It can make acquisitions, it can invest that cash for additional income, or it can expand at whatever pace it deems necessary. That includes things like rapid expansion of gigafactories, development and refinement of new and existing models, etc. Cash used to be the single biggest issue for Tesla, but now is a massive source of strength.How has Tesla built a fortress balance sheet? Free cash flow (\"FCF\").TTM FCF is up to $7+ billion, and FCF margin is consistently in the area of 9% to 11% of revenue. These are terrific numbers, and judging by the build in cash on the balance sheet – which is happening simultaneously with factory expansion globally – it’s more than sufficient. Should these numbers decline over time, concern will reign again. But I see no cause for concern here.Finally, let’s take a look at EPS estimates, which, like revenue, don’t exactly look that great.EPS estimates have come way down since late last year, but have plateaued. Is that it in terms of downward revisions? Time will tell, but anyone that’s familiar with my work knows I very much prefer rising EPS and revenue estimates. We don’t have that here, and that’s why I’m more cautious than I normally would be.A look at valuationsLet’s start the valuation conversation with price to sales, which we have below for the past three years on a forward basis.Today’s forward P/S ratio is 5.7X, which is very near the bottom of the range. We could argue the days of 19X forward sales were frothy, and they almost certainly were. But the point stands that – from my perspective – Tesla is stronger than ever in many ways, while sporting what can only be considered a low forward P/S ratio.Similarly, the forward P/E ratio just continues to fall, as the stock is seeing 46X forward earnings today, compared to an average of 110X in the past three years.I’m not going to try to convince anyone that 48X forward earnings is cheap, because we all have our own feelings on relative value. I’m also not going to value Tesla like a traditional automaker, because it isn’t one, and that’s a pointless exercise. I will, however, value the stock against its own historical tendencies, and just like revenue, I cannot see how Tesla, Inc. stock shouldn’t be considered reasonably valued at worst here.Do I think we’ll see 110X forward earnings again? No. Is there upside potential to 60X or 70X? If I’m right about lower interest rates and a tech/growth bull market, then absolutely there is. For me, that’s the consideration. If we get a bull market in tech and growth this year, more so than what we’ve already seen, stocks like Tesla have enormous upside potential. If I’m wrong, you have the $165 area where you can stop out and take your loss. From a risk/reward perspective, we’re looking at Tesla, Inc. perhaps $20 on the downside, but ~$60 to the upside given $4 in EPS estimates times a 60 forward P/E.I can already hear the laughing of value investors scoffing at the idea, but I follow the money, and it looks to me like Tesla, Inc. is attracting it in a big way. I’m maintaining my buy rating on Tesla stock, but am refraining from a strong buy given some of the concerns listed above. The closer we get to $165, the better the buy.","news_type":1},"isVote":1,"tweetType":1,"viewCount":821,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9952286216,"gmtCreate":1674744963835,"gmtModify":1676538956805,"author":{"id":"3586485210826750","authorId":"3586485210826750","name":"TKPK","avatar":"https://community-static.tradeup.com/news/e250d1041115e1fb98d4fee161bc044a","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3586485210826750","authorIdStr":"3586485210826750"},"themes":[],"htmlText":"Great news 👏 👍&nbsp;","listText":"Great news 👏 👍&nbsp;","text":"Great news 👏 👍","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9952286216","repostId":"1101494846","repostType":2,"repost":{"id":"1101494846","kind":"news","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":1674743879,"share":"https://ttm.financial/m/news/1101494846?lang=&edition=fundamental","pubTime":"2023-01-26 22:37","market":"us","language":"en","title":"Tesla Surged Over 10% in Morning Trading and Its Market Cap Returned to $500 Billion","url":"https://stock-news.laohu8.com/highlight/detail?id=1101494846","media":"Tiger Newspress","summary":"Tesla Motors surged over 10% in morning trading and its market cap returned to $500 billion.Tesla sa","content":"<html><head></head><body><p><a href=\"https://laohu8.com/S/TSLA\">Tesla Motors</a> surged over 10% in morning trading and its market cap returned to $500 billion.<img src=\"https://static.tigerbbs.com/3d5f6258f7b8c6e01a4f5c8919a83f44\" tg-width=\"657\" tg-height=\"527\" width=\"100%\" height=\"auto\"/></p><p>Tesla said revenue was $24.32 billion for the three months ended Dec. 31, and net profit for the quarter was $3.69 billion, or $1.07 per share, compared with $2.32 billion, or 68 cents per share, a year earlier.</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 Surged Over 10% in Morning Trading and Its Market Cap Returned to $500 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\">\nTesla Surged Over 10% in Morning Trading and Its Market Cap Returned to $500 Billion\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\">2023-01-26 22:37</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p><a href=\"https://laohu8.com/S/TSLA\">Tesla Motors</a> surged over 10% in morning trading and its market cap returned to $500 billion.<img src=\"https://static.tigerbbs.com/3d5f6258f7b8c6e01a4f5c8919a83f44\" tg-width=\"657\" tg-height=\"527\" width=\"100%\" height=\"auto\"/></p><p>Tesla said revenue was $24.32 billion for the three months ended Dec. 31, and net profit for the quarter was $3.69 billion, or $1.07 per share, compared with $2.32 billion, or 68 cents per share, a year earlier.</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":"1101494846","content_text":"Tesla Motors surged over 10% in morning trading and its market cap returned to $500 billion.Tesla said revenue was $24.32 billion for the three months ended Dec. 31, and net profit for the quarter was $3.69 billion, or $1.07 per share, compared with $2.32 billion, or 68 cents per share, a year earlier.","news_type":1},"isVote":1,"tweetType":1,"viewCount":672,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9927203435,"gmtCreate":1672491789228,"gmtModify":1676538697556,"author":{"id":"3586485210826750","authorId":"3586485210826750","name":"TKPK","avatar":"https://community-static.tradeup.com/news/e250d1041115e1fb98d4fee161bc044a","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3586485210826750","authorIdStr":"3586485210826750"},"themes":[],"htmlText":"$Tesla Motors(TSLA)$ wishing everyone a Happy New Year and looking forward to better results and stock price in 2023&nbsp;[Miser]&nbsp;[Miser]&nbsp;[Miser]&nbsp;[Miser]&nbsp;","listText":"$Tesla Motors(TSLA)$ wishing everyone a Happy New Year and looking forward to better results and stock price in 2023&nbsp;[Miser]&nbsp;[Miser]&nbsp;[Miser]&nbsp;[Miser]&nbsp;","text":"$Tesla Motors(TSLA)$ wishing everyone a Happy New Year and looking forward to better results and stock price in 2023 [Miser] [Miser] [Miser] [Miser]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9927203435","isVote":1,"tweetType":1,"viewCount":594,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9969262934,"gmtCreate":1668466447629,"gmtModify":1676538059157,"author":{"id":"3586485210826750","authorId":"3586485210826750","name":"TKPK","avatar":"https://community-static.tradeup.com/news/e250d1041115e1fb98d4fee161bc044a","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3586485210826750","authorIdStr":"3586485210826750"},"themes":[],"htmlText":"[Cry]&nbsp;[Cry]&nbsp;[Cry]&nbsp;","listText":"[Cry]&nbsp;[Cry]&nbsp;[Cry]&nbsp;","text":"[Cry] [Cry] [Cry]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9969262934","repostId":"1135519469","repostType":4,"repost":{"id":"1135519469","kind":"news","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":1668437915,"share":"https://ttm.financial/m/news/1135519469?lang=&edition=fundamental","pubTime":"2022-11-14 22:58","market":"us","language":"en","title":"EV Stocks Crashed in Morning Trading","url":"https://stock-news.laohu8.com/highlight/detail?id=1135519469","media":"Tiger Newspress","summary":"EV stocks crashed in morning trading; Tesla slid over 3% and Canoo slid over 7%.","content":"<html><head></head><body><p>EV stocks crashed in morning trading; Tesla slid over 3% and Canoo slid over 7%.<img src=\"https://static.tigerbbs.com/109a541246f7485631bf9e5516824a2b\" tg-width=\"272\" tg-height=\"539\" 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>EV Stocks Crashed in Morning Trading</title>\n<style 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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\">\nEV Stocks Crashed in Morning Trading\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time\">2022-11-14 22:58</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>EV stocks crashed in morning trading; Tesla slid over 3% and Canoo slid over 7%.<img src=\"https://static.tigerbbs.com/109a541246f7485631bf9e5516824a2b\" tg-width=\"272\" tg-height=\"539\" width=\"100%\" height=\"auto\"/></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TSLA":"特斯拉","GOEV":"Canoo Inc.","NIO":"蔚来"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1135519469","content_text":"EV stocks crashed in morning trading; Tesla slid over 3% and Canoo slid over 7%.","news_type":1},"isVote":1,"tweetType":1,"viewCount":714,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9969266261,"gmtCreate":1668466418353,"gmtModify":1676538059144,"author":{"id":"3586485210826750","authorId":"3586485210826750","name":"TKPK","avatar":"https://community-static.tradeup.com/news/e250d1041115e1fb98d4fee161bc044a","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3586485210826750","authorIdStr":"3586485210826750"},"themes":[],"htmlText":"Nice&nbsp;","listText":"Nice&nbsp;","text":"Nice","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":14,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/9969266261","repostId":"1167429957","repostType":4,"repost":{"id":"1167429957","kind":"news","pubTimestamp":1668439101,"share":"https://ttm.financial/m/news/1167429957?lang=&edition=fundamental","pubTime":"2022-11-14 23:18","market":"us","language":"en","title":"CEO Tim Cook Says Apple Being \"Very Deliberate\" on Hiring","url":"https://stock-news.laohu8.com/highlight/detail?id=1167429957","media":"CBS","summary":"Apple, the world's most valuable company, has slowed some hiring, according to CEO Tim Cook, amid a wave of layoffs in Silicon Valley and an unpredictable economic future.\"What we're doing as a conseq","content":"<html><head></head><body><p>Apple, the world&#39;s most valuable company, has slowed some hiring, according to CEO Tim Cook, amid a wave of layoffs in Silicon Valley and an unpredictable economic future.</p><p>&#34;What we&#39;re doing as a consequence of being in this period is we&#39;re being very deliberate on our hiring,&#34; Cook told &#34;CBS Mornings&#34; at Apple&#39;s headquarters in California. &#34;That means we&#39;re continuing to hire, but not everywhere in the company are we hiring.&#34;</p><p>Companiesfrom ride-sharing platforms Lyft to mighty Amazon have either shed jobs or put their hiring plans on hold as the U.S. economy slows. Facebook&#39;s parent company Meta said last week it isslashing 11,000 jobs– the most significant job cut in its history.</p><p>But Cook said Apple believes strongly in investing for the long term, &#34;and we don&#39;t believe you can save your way to prosperity.&#34;</p><p>&#34;We think you invest your way to it,&#34; he said.</p><p>Cook also discussed Apple&#39;s return-to-office policy. Employees are now required to be in the office three days a week, a shift that went into effect in September.</p><p>&#34;We make product, and you have to hold product. You collaborate with one another because we believe that one plus one equals three,&#34; he said.</p><p>&#34;So that takes the serendipity of running into people, and bouncing ideas off, and caring enough to advance your idea through somebody else because you know that&#39;ll make it a bigger idea,&#34; Cook said.</p><p>He noted, however, that on Fridays, the Silicon Valley offices are &#34;a ghost town.&#34;</p></body></html>","source":"lsy1639028377035","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>CEO Tim Cook Says Apple Being \"Very Deliberate\" on Hiring</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\">\nCEO Tim Cook Says Apple Being \"Very Deliberate\" on Hiring\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-11-14 23:18 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://news.yahoo.com/ceo-tim-cook-says-apple-143058620.html?guccounter=1&guce_referrer=aHR0cHM6Ly93d3cuZ29vZ2xlLmNvbS5oay8&guce_referrer_sig=AQAAALfZ50aUecD0elqHk_JCM_T_QYXyFgWuQnyPLtG0s0qiOc7U-fPooqvTV27waTCF3kgjp2p-vxjonWqWICoqS_4B4alSRnYcDKsPGbZUQp1YJQLypZfyZj-WH9O6-UUQRp6-DrupbrNpQ_Swx43FiUjTy4B9ZWB49jYQ82JmMX2Y><strong>CBS</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Apple, the world's most valuable company, has slowed some hiring, according to CEO Tim Cook, amid a wave of layoffs in Silicon Valley and an unpredictable economic future.\"What we're doing as a ...</p>\n\n<a href=\"https://news.yahoo.com/ceo-tim-cook-says-apple-143058620.html?guccounter=1&guce_referrer=aHR0cHM6Ly93d3cuZ29vZ2xlLmNvbS5oay8&guce_referrer_sig=AQAAALfZ50aUecD0elqHk_JCM_T_QYXyFgWuQnyPLtG0s0qiOc7U-fPooqvTV27waTCF3kgjp2p-vxjonWqWICoqS_4B4alSRnYcDKsPGbZUQp1YJQLypZfyZj-WH9O6-UUQRp6-DrupbrNpQ_Swx43FiUjTy4B9ZWB49jYQ82JmMX2Y\">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://news.yahoo.com/ceo-tim-cook-says-apple-143058620.html?guccounter=1&guce_referrer=aHR0cHM6Ly93d3cuZ29vZ2xlLmNvbS5oay8&guce_referrer_sig=AQAAALfZ50aUecD0elqHk_JCM_T_QYXyFgWuQnyPLtG0s0qiOc7U-fPooqvTV27waTCF3kgjp2p-vxjonWqWICoqS_4B4alSRnYcDKsPGbZUQp1YJQLypZfyZj-WH9O6-UUQRp6-DrupbrNpQ_Swx43FiUjTy4B9ZWB49jYQ82JmMX2Y","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1167429957","content_text":"Apple, the world's most valuable company, has slowed some hiring, according to CEO Tim Cook, amid a wave of layoffs in Silicon Valley and an unpredictable economic future.\"What we're doing as a consequence of being in this period is we're being very deliberate on our hiring,\" Cook told \"CBS Mornings\" at Apple's headquarters in California. \"That means we're continuing to hire, but not everywhere in the company are we hiring.\"Companiesfrom ride-sharing platforms Lyft to mighty Amazon have either shed jobs or put their hiring plans on hold as the U.S. economy slows. Facebook's parent company Meta said last week it isslashing 11,000 jobs– the most significant job cut in its history.But Cook said Apple believes strongly in investing for the long term, \"and we don't believe you can save your way to prosperity.\"\"We think you invest your way to it,\" he said.Cook also discussed Apple's return-to-office policy. Employees are now required to be in the office three days a week, a shift that went into effect in September.\"We make product, and you have to hold product. You collaborate with one another because we believe that one plus one equals three,\" he said.\"So that takes the serendipity of running into people, and bouncing ideas off, and caring enough to advance your idea through somebody else because you know that'll make it a bigger idea,\" Cook said.He noted, however, that on Fridays, the Silicon Valley offices are \"a ghost town.\"","news_type":1},"isVote":1,"tweetType":1,"viewCount":999,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9988256749,"gmtCreate":1666767340581,"gmtModify":1676537803284,"author":{"id":"3586485210826750","authorId":"3586485210826750","name":"TKPK","avatar":"https://community-static.tradeup.com/news/e250d1041115e1fb98d4fee161bc044a","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3586485210826750","authorIdStr":"3586485210826750"},"themes":[],"htmlText":"Nice&nbsp;[Heart]&nbsp;[Heart]&nbsp;","listText":"Nice&nbsp;[Heart]&nbsp;[Heart]&nbsp;","text":"Nice [Heart] [Heart]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9988256749","repostId":"1158956679","repostType":2,"repost":{"id":"1158956679","kind":"news","pubTimestamp":1666761495,"share":"https://ttm.financial/m/news/1158956679?lang=&edition=fundamental","pubTime":"2022-10-26 13:18","market":"us","language":"en","title":"Apple Will Comply With iPhone USB-C Charger Law, Executive Says","url":"https://stock-news.laohu8.com/highlight/detail?id=1158956679","media":"Bloomberg","summary":"Apple Inc. will need to comply with a European Union law to switch the iPhone to a USB-C charger, ma","content":"<html><head></head><body><p>Apple Inc. will need to comply with a European Union law to switch the iPhone to a USB-C charger, marketing chief Greg Joswiak said on Tuesday.</p><p>Joswiak said that the company will comply as it does with other laws. He declined to specify when the iPhone may get the charger to replace Lightning. He made the comments at a Wall Street Journal conference in Laguna Beach, California.</p><p>He said Apple and the EU had been at odds over chargers for a decade, recalling how European authorities once wanted Apple to adopt Micro-USB. He said that neither Lightning -- the current iPhone charging port -- nor the now-ubiquitous USB-C would have been invented if that switch had occurred.</p><p>Apple is planning to switch the iPhone to USB-C next year, Bloomberg News has reported. The law goes into effect in 2024. Apple has already moved its Macs, many iPads and accessories to USB-C from Lightning and other connectors.</p><p>Joswiak joined Snap Inc. founder Evan Spiegel at the gathering in dismissing the idea that the virtual world known as the metaverse will be the future of computing.</p><p>The metaverse is a “word I’ll never use,” Joswiak said.</p><p>Snap’s Evan Spiegel Slams the Metaverse, Touts Own AR Vision</p><p>Mark Zuckerberg has poured billions of dollars into the effort and gone so far as to change Facebook’s corporate name to Meta Platforms Inc.</p><p>In terms of other Apple product changes, Craig Federighi, Apple’s senior vice president of software engineering, was asked if the Mac will ever get a touchscreen.</p><p>“Who’s to say?” he replied.</p><p>In another area of controversy, Federighi said that an Android version of iMessage -- the messaging service on Apple products -- would hold back innovation across iMessage on iOS. Apple wouldn’t be able to invest heavily into an Android version.</p><p>Federighi and Joswiak both argued that Apple has benefited from getting employees to return to the office -- a step many tech companies have resisted because of worker pushback.</p><p>The pandemic caused a lot of people to feel disconnected, Federighi said, and the company is much more effective when everyone is back together. Apple’s culture has long been about being in the same place together, he added.</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>Apple Will Comply With iPhone USB-C Charger Law, Executive Says</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\">\nApple Will Comply With iPhone USB-C Charger Law, Executive Says\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-10-26 13:18 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://finance.yahoo.com/news/apple-comply-iphone-usb-c-033914846.html><strong>Bloomberg</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Apple Inc. will need to comply with a European Union law to switch the iPhone to a USB-C charger, marketing chief Greg Joswiak said on Tuesday.Joswiak said that the company will comply as it does with...</p>\n\n<a href=\"https://finance.yahoo.com/news/apple-comply-iphone-usb-c-033914846.html\">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://finance.yahoo.com/news/apple-comply-iphone-usb-c-033914846.html","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1158956679","content_text":"Apple Inc. will need to comply with a European Union law to switch the iPhone to a USB-C charger, marketing chief Greg Joswiak said on Tuesday.Joswiak said that the company will comply as it does with other laws. He declined to specify when the iPhone may get the charger to replace Lightning. He made the comments at a Wall Street Journal conference in Laguna Beach, California.He said Apple and the EU had been at odds over chargers for a decade, recalling how European authorities once wanted Apple to adopt Micro-USB. He said that neither Lightning -- the current iPhone charging port -- nor the now-ubiquitous USB-C would have been invented if that switch had occurred.Apple is planning to switch the iPhone to USB-C next year, Bloomberg News has reported. The law goes into effect in 2024. Apple has already moved its Macs, many iPads and accessories to USB-C from Lightning and other connectors.Joswiak joined Snap Inc. founder Evan Spiegel at the gathering in dismissing the idea that the virtual world known as the metaverse will be the future of computing.The metaverse is a “word I’ll never use,” Joswiak said.Snap’s Evan Spiegel Slams the Metaverse, Touts Own AR VisionMark Zuckerberg has poured billions of dollars into the effort and gone so far as to change Facebook’s corporate name to Meta Platforms Inc.In terms of other Apple product changes, Craig Federighi, Apple’s senior vice president of software engineering, was asked if the Mac will ever get a touchscreen.“Who’s to say?” he replied.In another area of controversy, Federighi said that an Android version of iMessage -- the messaging service on Apple products -- would hold back innovation across iMessage on iOS. Apple wouldn’t be able to invest heavily into an Android version.Federighi and Joswiak both argued that Apple has benefited from getting employees to return to the office -- a step many tech companies have resisted because of worker pushback.The pandemic caused a lot of people to feel disconnected, Federighi said, and the company is much more effective when everyone is back together. Apple’s culture has long been about being in the same place together, he added.","news_type":1},"isVote":1,"tweetType":1,"viewCount":680,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9989719936,"gmtCreate":1666082301825,"gmtModify":1676537703056,"author":{"id":"3586485210826750","authorId":"3586485210826750","name":"TKPK","avatar":"https://community-static.tradeup.com/news/e250d1041115e1fb98d4fee161bc044a","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3586485210826750","authorIdStr":"3586485210826750"},"themes":[],"htmlText":"Nice&nbsp;[Happy]&nbsp;[Miser]&nbsp;","listText":"Nice&nbsp;[Happy]&nbsp;[Miser]&nbsp;","text":"Nice [Happy] [Miser]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9989719936","repostId":"1157216656","repostType":2,"repost":{"id":"1157216656","kind":"news","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":1666079178,"share":"https://ttm.financial/m/news/1157216656?lang=&edition=fundamental","pubTime":"2022-10-18 15:46","market":"hk","language":"en","title":"BYD Flags Huge Quarterly Profit Jump As China Sales Surge Past Tesla","url":"https://stock-news.laohu8.com/highlight/detail?id=1157216656","media":"Reuters","summary":"(Reuters) -BYD Co, China's biggest electric car maker, said third-quarter net profit likely more tha","content":"<html><head></head><body><p>(Reuters) -BYD Co, China&#39;s biggest electric car maker, said third-quarter net profit likely more than quadrupled as it extends its sales lead over Tesla Inc in the world&#39;s largest auto market. Shares in BYD jumped.</p><p>Having ditched gasoline vehicles from its product mix this year, BYD has, more than any other automaker, been able to capitalise on a range of incentives for electric cars offered by the Chinese central government as well as local governments.</p><p>Robust sales and a product range broader than other EV competitors have in turn allowed the company, which is 19% owned by Warren Buffett&#39;s Berkshire Hathaway, to significantly reduce costs per vehicle.</p><p>An improved product mix led by vehicles such as its upmarket Han sedan has also helped drive earnings.</p><p>BYD estimated net profit for the July-September quarter to come in between 5.5 billion yuan and 5.9 billion yuan ($765 million to $820 million) - an increase of 333% to 365% from the same period a year earlier.</p><p>Its Hong Kong-listed shares shot 6% higher by Tuesday afternoon, giving the automaker a market capitalisation of around $93 billion - not far off the combined market values of General Motors Co and Ford Motor Co. Its Shenzhen-listed shares climbed 5%.</p><p>BYD&#39;s combined sales of pure electric and hybrid plug-in vehicles increased 250% in the first nine months to 1.2 million units, outpacing a 110% rise for the overall EV segment.</p><p>By comparison, Tesla sold just over 318,000 electric vehicles in China during the first nine months of the year. Among domestic EV rivals, XPeng Inc and Nio Inc - both loss-making - sold more than 98,500 and over 31,600 respectively.</p><p>BYD said its huge jump in vehicle sales had relieved the pressure brought on by increases in raw materials costs, though it did raise prices on some models by as much as 6,000 yuan.</p><p>BYD&#39;s strategy of producing batteries and some microchips internally has also helped it to better weather supply-chain bottlenecks and inflation-driven cost increases, analysts at Fitch Ratings have noted.</p><p>The China Association of Automobile Manufacturers has estimated that EV sales in China will increase by about 56% this year to 5.5 million units - a market far greater than most countries&#39; entire auto sales.</p><p>EVs are also expected to account for 20% of overall China vehicle sales this year, up from 13.6% in 2021, the industry association said.</p><p>Some subsidies for electric vehicles are set to expire this year although the government has extended an exemption of the purchase tax for EVs to the end of 2023.</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>BYD Flags Huge Quarterly Profit Jump As China Sales Surge Past Tesla</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\">\nBYD Flags Huge Quarterly Profit Jump As China Sales Surge Past Tesla\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\">2022-10-18 15:46</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>(Reuters) -BYD Co, China&#39;s biggest electric car maker, said third-quarter net profit likely more than quadrupled as it extends its sales lead over Tesla Inc in the world&#39;s largest auto market. Shares in BYD jumped.</p><p>Having ditched gasoline vehicles from its product mix this year, BYD has, more than any other automaker, been able to capitalise on a range of incentives for electric cars offered by the Chinese central government as well as local governments.</p><p>Robust sales and a product range broader than other EV competitors have in turn allowed the company, which is 19% owned by Warren Buffett&#39;s Berkshire Hathaway, to significantly reduce costs per vehicle.</p><p>An improved product mix led by vehicles such as its upmarket Han sedan has also helped drive earnings.</p><p>BYD estimated net profit for the July-September quarter to come in between 5.5 billion yuan and 5.9 billion yuan ($765 million to $820 million) - an increase of 333% to 365% from the same period a year earlier.</p><p>Its Hong Kong-listed shares shot 6% higher by Tuesday afternoon, giving the automaker a market capitalisation of around $93 billion - not far off the combined market values of General Motors Co and Ford Motor Co. Its Shenzhen-listed shares climbed 5%.</p><p>BYD&#39;s combined sales of pure electric and hybrid plug-in vehicles increased 250% in the first nine months to 1.2 million units, outpacing a 110% rise for the overall EV segment.</p><p>By comparison, Tesla sold just over 318,000 electric vehicles in China during the first nine months of the year. Among domestic EV rivals, XPeng Inc and Nio Inc - both loss-making - sold more than 98,500 and over 31,600 respectively.</p><p>BYD said its huge jump in vehicle sales had relieved the pressure brought on by increases in raw materials costs, though it did raise prices on some models by as much as 6,000 yuan.</p><p>BYD&#39;s strategy of producing batteries and some microchips internally has also helped it to better weather supply-chain bottlenecks and inflation-driven cost increases, analysts at Fitch Ratings have noted.</p><p>The China Association of Automobile Manufacturers has estimated that EV sales in China will increase by about 56% this year to 5.5 million units - a market far greater than most countries&#39; entire auto sales.</p><p>EVs are also expected to account for 20% of overall China vehicle sales this year, up from 13.6% in 2021, the industry association said.</p><p>Some subsidies for electric vehicles are set to expire this year although the government has extended an exemption of the purchase tax for EVs to the end of 2023.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"01211":"比亚迪股份","BYDDY":"比亚迪ADR"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1157216656","content_text":"(Reuters) -BYD Co, China's biggest electric car maker, said third-quarter net profit likely more than quadrupled as it extends its sales lead over Tesla Inc in the world's largest auto market. Shares in BYD jumped.Having ditched gasoline vehicles from its product mix this year, BYD has, more than any other automaker, been able to capitalise on a range of incentives for electric cars offered by the Chinese central government as well as local governments.Robust sales and a product range broader than other EV competitors have in turn allowed the company, which is 19% owned by Warren Buffett's Berkshire Hathaway, to significantly reduce costs per vehicle.An improved product mix led by vehicles such as its upmarket Han sedan has also helped drive earnings.BYD estimated net profit for the July-September quarter to come in between 5.5 billion yuan and 5.9 billion yuan ($765 million to $820 million) - an increase of 333% to 365% from the same period a year earlier.Its Hong Kong-listed shares shot 6% higher by Tuesday afternoon, giving the automaker a market capitalisation of around $93 billion - not far off the combined market values of General Motors Co and Ford Motor Co. Its Shenzhen-listed shares climbed 5%.BYD's combined sales of pure electric and hybrid plug-in vehicles increased 250% in the first nine months to 1.2 million units, outpacing a 110% rise for the overall EV segment.By comparison, Tesla sold just over 318,000 electric vehicles in China during the first nine months of the year. Among domestic EV rivals, XPeng Inc and Nio Inc - both loss-making - sold more than 98,500 and over 31,600 respectively.BYD said its huge jump in vehicle sales had relieved the pressure brought on by increases in raw materials costs, though it did raise prices on some models by as much as 6,000 yuan.BYD's strategy of producing batteries and some microchips internally has also helped it to better weather supply-chain bottlenecks and inflation-driven cost increases, analysts at Fitch Ratings have noted.The China Association of Automobile Manufacturers has estimated that EV sales in China will increase by about 56% this year to 5.5 million units - a market far greater than most countries' entire auto sales.EVs are also expected to account for 20% of overall China vehicle sales this year, up from 13.6% in 2021, the industry association said.Some subsidies for electric vehicles are set to expire this year although the government has extended an exemption of the purchase tax for EVs to the end of 2023.","news_type":1},"isVote":1,"tweetType":1,"viewCount":1009,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9989509304,"gmtCreate":1666045009008,"gmtModify":1676537694839,"author":{"id":"3586485210826750","authorId":"3586485210826750","name":"TKPK","avatar":"https://community-static.tradeup.com/news/e250d1041115e1fb98d4fee161bc044a","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3586485210826750","authorIdStr":"3586485210826750"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/TSLA\">$Tesla Motors(TSLA)$</a>[Happy]&nbsp;[Happy]&nbsp;nice","listText":"<a href=\"https://ttm.financial/S/TSLA\">$Tesla Motors(TSLA)$</a>[Happy]&nbsp;[Happy]&nbsp;nice","text":"$Tesla Motors(TSLA)$[Happy] [Happy] nice","images":[{"img":"https://community-static.tradeup.com/news/e6e768bdc4cd711bc90650e869fbfd94","width":"1080","height":"1987"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9989509304","isVote":1,"tweetType":1,"viewCount":648,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9980496440,"gmtCreate":1665793603080,"gmtModify":1676537664673,"author":{"id":"3586485210826750","authorId":"3586485210826750","name":"TKPK","avatar":"https://community-static.tradeup.com/news/e250d1041115e1fb98d4fee161bc044a","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3586485210826750","authorIdStr":"3586485210826750"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/.SPX\">$S&amp;P 500(.SPX)$</a>more downside coming?&nbsp;[Cry]&nbsp;","listText":"<a href=\"https://ttm.financial/S/.SPX\">$S&amp;P 500(.SPX)$</a>more downside coming?&nbsp;[Cry]&nbsp;","text":"$S&P 500(.SPX)$more downside coming? [Cry]","images":[{"img":"https://community-static.tradeup.com/news/a555a9ee506466212a855363788d491b","width":"1080","height":"2097"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9980496440","isVote":1,"tweetType":1,"viewCount":762,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9980491584,"gmtCreate":1665793420148,"gmtModify":1676537664617,"author":{"id":"3586485210826750","authorId":"3586485210826750","name":"TKPK","avatar":"https://community-static.tradeup.com/news/e250d1041115e1fb98d4fee161bc044a","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3586485210826750","authorIdStr":"3586485210826750"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/C\">$Citigroup(C)$</a>[Miser]&nbsp;[Miser]&nbsp;[Miser]&nbsp;","listText":"<a href=\"https://ttm.financial/S/C\">$Citigroup(C)$</a>[Miser]&nbsp;[Miser]&nbsp;[Miser]&nbsp;","text":"$Citigroup(C)$[Miser] [Miser] [Miser]","images":[{"img":"https://community-static.tradeup.com/news/2c60dcf51772806cfa4f90326b83ba4a","width":"1080","height":"2097"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9980491584","isVote":1,"tweetType":1,"viewCount":329,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9980499596,"gmtCreate":1665793245715,"gmtModify":1676537664561,"author":{"id":"3586485210826750","authorId":"3586485210826750","name":"TKPK","avatar":"https://community-static.tradeup.com/news/e250d1041115e1fb98d4fee161bc044a","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3586485210826750","authorIdStr":"3586485210826750"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/TSLA\">$Tesla 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href=\"https://ttm.financial/S/01211\">$BYD COMPANY(01211)$</a>[Cry]&nbsp;[Cry]&nbsp;when will this shine again&nbsp;","listText":"<a href=\"https://ttm.financial/S/01211\">$BYD COMPANY(01211)$</a>[Cry]&nbsp;[Cry]&nbsp;when will this shine again&nbsp;","text":"$BYD COMPANY(01211)$[Cry] [Cry] when will this shine again","images":[{"img":"https://community-static.tradeup.com/news/736799c2856e26085f0af83e6a883367","width":"1080","height":"3665"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9980822323","isVote":1,"tweetType":1,"viewCount":653,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9980002911,"gmtCreate":1665613895034,"gmtModify":1676537634312,"author":{"id":"3586485210826750","authorId":"3586485210826750","name":"TKPK","avatar":"https://community-static.tradeup.com/news/e250d1041115e1fb98d4fee161bc044a","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3586485210826750","authorIdStr":"3586485210826750"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/C\">$Citigroup(C)$</a>up up and away&nbsp;[smile]&nbsp;[smile]&nbsp;[Happy]&nbsp;","listText":"<a href=\"https://ttm.financial/S/C\">$Citigroup(C)$</a>up up and away&nbsp;[smile]&nbsp;[smile]&nbsp;[Happy]&nbsp;","text":"$Citigroup(C)$up up and away [smile] [smile] [Happy]","images":[{"img":"https://community-static.tradeup.com/news/85749cc44c1c0855b03a80d697a6e584","width":"1080","height":"3568"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9980002911","isVote":1,"tweetType":1,"viewCount":556,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9917208983,"gmtCreate":1665526876143,"gmtModify":1676537619362,"author":{"id":"3586485210826750","authorId":"3586485210826750","name":"TKPK","avatar":"https://community-static.tradeup.com/news/e250d1041115e1fb98d4fee161bc044a","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3586485210826750","authorIdStr":"3586485210826750"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/SPY\">$SPDR S&amp;P 500 ETF Trust(SPY)$</a>[Cry]&nbsp;[Cry]&nbsp;[Cry]&nbsp;&nbsp; seeing red everyday&nbsp;","listText":"<a href=\"https://ttm.financial/S/SPY\">$SPDR S&amp;P 500 ETF Trust(SPY)$</a>[Cry]&nbsp;[Cry]&nbsp;[Cry]&nbsp;&nbsp; seeing red everyday&nbsp;","text":"$SPDR S&P 500 ETF Trust(SPY)$[Cry] [Cry] [Cry] seeing red everyday","images":[{"img":"https://community-static.tradeup.com/news/f9f09ec4a2f0a895f70b530bd4aef715","width":"1080","height":"3568"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9917208983","isVote":1,"tweetType":1,"viewCount":275,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9917395990,"gmtCreate":1665440429411,"gmtModify":1676537604508,"author":{"id":"3586485210826750","authorId":"3586485210826750","name":"TKPK","avatar":"https://community-static.tradeup.com/news/e250d1041115e1fb98d4fee161bc044a","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3586485210826750","authorIdStr":"3586485210826750"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/SPY\">$SPDR S&amp;P 500 ETF Trust(SPY)$</a>[Cry]&nbsp;[Cry]&nbsp;[Cry]&nbsp;&nbsp;when will the sun shine again ?[LOL]&nbsp;","listText":"<a href=\"https://ttm.financial/S/SPY\">$SPDR S&amp;P 500 ETF Trust(SPY)$</a>[Cry]&nbsp;[Cry]&nbsp;[Cry]&nbsp;&nbsp;when will the sun shine again ?[LOL]&nbsp;","text":"$SPDR S&P 500 ETF Trust(SPY)$[Cry] [Cry] [Cry] when will the sun shine again ?[LOL]","images":[{"img":"https://community-static.tradeup.com/news/c4d17900a858c06d369734d9a2f34d6f","width":"1080","height":"3568"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9917395990","isVote":1,"tweetType":1,"viewCount":292,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9914796645,"gmtCreate":1665363917788,"gmtModify":1676537591939,"author":{"id":"3586485210826750","authorId":"3586485210826750","name":"TKPK","avatar":"https://community-static.tradeup.com/news/e250d1041115e1fb98d4fee161bc044a","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3586485210826750","authorIdStr":"3586485210826750"},"themes":[],"htmlText":"Nice 👌&nbsp;","listText":"Nice 👌&nbsp;","text":"Nice 👌","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9914796645","repostId":"2274307012","repostType":4,"repost":{"id":"2274307012","kind":"highlight","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":1665356686,"share":"https://ttm.financial/m/news/2274307012?lang=&edition=fundamental","pubTime":"2022-10-10 07:04","market":"us","language":"en","title":"Tesla's China-Made Sales Hit Record Following Shanghai Factory Upgrade","url":"https://stock-news.laohu8.com/highlight/detail?id=2274307012","media":"Reuters","summary":"Oct 9 (Reuters) - Electric vehicle maker Tesla Inc sold 83,135 China-made vehicles in wholesale in S","content":"<html><head></head><body><p>Oct 9 (Reuters) - Electric vehicle maker Tesla Inc sold 83,135 China-made vehicles in wholesale in September, smashing its record of monthly sales in China, according to a report released on Sunday by the China Passenger Car Association (CPCA).</p><p>The number marks an 8% increase from August and outpaced the more than the 5% month-over-month growth of all wholesale electric vehicle sales in China, according to CPCA data.</p><p>It set a new record for Tesla’s Shanghai factory since production began in December 2019, and topped the prior sales record of 78,906 in June, as the U.S. carmaker continues to invest in China production.</p><p>Globally, Tesla last week said it delivered 343,830 electric vehicles in the third quarter, a record for the world&#39;s most valuable automaker, but less than the 359,162 analysts on average had expected, according to Refinitiv.</p><p>Tesla quickened its China deliveries after suspending most production at the Shanghai plant in July for an upgrade, which aimed to bring the factory&#39;s weekly output to around 22,000 units compared with levels of around 17,000 in June, Reuters previously reported.</p><p>The plant, which manufactures Model 3s and Model Ys, had reopened on April 19 after a COVID lockdown, but only resumed full production in mid-June.</p><p>Production accelerated despite heatwaves and COVID curbs that hit its suppliers in the southwest region of the country.</p><p>China’s BYD continued to lead the domestic EV market with 200,973 wholesale sales in September, a nearly 15% jump from August, as CPCA said higher oil prices and government subsidies continue to encourage more consumers to choose electric vehicles.</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's China-Made Sales Hit Record Following Shanghai Factory Upgrade</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nTesla's China-Made Sales Hit Record Following Shanghai Factory Upgrade\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\">2022-10-10 07:04</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Oct 9 (Reuters) - Electric vehicle maker Tesla Inc sold 83,135 China-made vehicles in wholesale in September, smashing its record of monthly sales in China, according to a report released on Sunday by the China Passenger Car Association (CPCA).</p><p>The number marks an 8% increase from August and outpaced the more than the 5% month-over-month growth of all wholesale electric vehicle sales in China, according to CPCA data.</p><p>It set a new record for Tesla’s Shanghai factory since production began in December 2019, and topped the prior sales record of 78,906 in June, as the U.S. carmaker continues to invest in China production.</p><p>Globally, Tesla last week said it delivered 343,830 electric vehicles in the third quarter, a record for the world&#39;s most valuable automaker, but less than the 359,162 analysts on average had expected, according to Refinitiv.</p><p>Tesla quickened its China deliveries after suspending most production at the Shanghai plant in July for an upgrade, which aimed to bring the factory&#39;s weekly output to around 22,000 units compared with levels of around 17,000 in June, Reuters previously reported.</p><p>The plant, which manufactures Model 3s and Model Ys, had reopened on April 19 after a COVID lockdown, but only resumed full production in mid-June.</p><p>Production accelerated despite heatwaves and COVID curbs that hit its suppliers in the southwest region of the country.</p><p>China’s BYD continued to lead the domestic EV market with 200,973 wholesale sales in September, a nearly 15% jump from August, as CPCA said higher oil prices and government subsidies continue to encourage more consumers to choose electric vehicles.</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":"2274307012","content_text":"Oct 9 (Reuters) - Electric vehicle maker Tesla Inc sold 83,135 China-made vehicles in wholesale in September, smashing its record of monthly sales in China, according to a report released on Sunday by the China Passenger Car Association (CPCA).The number marks an 8% increase from August and outpaced the more than the 5% month-over-month growth of all wholesale electric vehicle sales in China, according to CPCA data.It set a new record for Tesla’s Shanghai factory since production began in December 2019, and topped the prior sales record of 78,906 in June, as the U.S. carmaker continues to invest in China production.Globally, Tesla last week said it delivered 343,830 electric vehicles in the third quarter, a record for the world's most valuable automaker, but less than the 359,162 analysts on average had expected, according to Refinitiv.Tesla quickened its China deliveries after suspending most production at the Shanghai plant in July for an upgrade, which aimed to bring the factory's weekly output to around 22,000 units compared with levels of around 17,000 in June, Reuters previously reported.The plant, which manufactures Model 3s and Model Ys, had reopened on April 19 after a COVID lockdown, but only resumed full production in mid-June.Production accelerated despite heatwaves and COVID curbs that hit its suppliers in the southwest region of the country.China’s BYD continued to lead the domestic EV market with 200,973 wholesale sales in September, a nearly 15% jump from August, as CPCA said higher oil prices and government subsidies continue to encourage more consumers to choose electric vehicles.","news_type":1},"isVote":1,"tweetType":1,"viewCount":227,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9914433650,"gmtCreate":1665354295270,"gmtModify":1676537589193,"author":{"id":"3586485210826750","authorId":"3586485210826750","name":"TKPK","avatar":"https://community-static.tradeup.com/news/e250d1041115e1fb98d4fee161bc044a","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3586485210826750","authorIdStr":"3586485210826750"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/01211\">$BYD COMPANY(01211)$</a>hoping to see it in green soon 🙏 😬&nbsp;","listText":"<a href=\"https://ttm.financial/S/01211\">$BYD COMPANY(01211)$</a>hoping to see it in green soon 🙏 😬&nbsp;","text":"$BYD COMPANY(01211)$hoping to see it in green soon 🙏 😬","images":[{"img":"https://community-static.tradeup.com/news/4cfe22f120908785faee422a4de79db5","width":"1080","height":"3665"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9914433650","isVote":1,"tweetType":1,"viewCount":288,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9914695909,"gmtCreate":1665270811501,"gmtModify":1676537578734,"author":{"id":"3586485210826750","authorId":"3586485210826750","name":"TKPK","avatar":"https://community-static.tradeup.com/news/e250d1041115e1fb98d4fee161bc044a","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3586485210826750","authorIdStr":"3586485210826750"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/TSLA\">$Tesla Motors(TSLA)$</a>[Cry]&nbsp;[Cry]&nbsp;&nbsp;hoping to see it going up soon&nbsp;","listText":"<a href=\"https://ttm.financial/S/TSLA\">$Tesla Motors(TSLA)$</a>[Cry]&nbsp;[Cry]&nbsp;&nbsp;hoping to see it going up soon&nbsp;","text":"$Tesla Motors(TSLA)$[Cry] [Cry] hoping to see it going up soon","images":[{"img":"https://community-static.tradeup.com/news/27ac96a562c5f64ab86e0a155cf82b21","width":"1080","height":"3568"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9914695909","isVote":1,"tweetType":1,"viewCount":199,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9914389321,"gmtCreate":1665188509663,"gmtModify":1676537569031,"author":{"id":"3586485210826750","authorId":"3586485210826750","name":"TKPK","avatar":"https://community-static.tradeup.com/news/e250d1041115e1fb98d4fee161bc044a","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3586485210826750","authorIdStr":"3586485210826750"},"themes":[],"htmlText":"Will have to wait for it to rebound&nbsp;[Cry]&nbsp;[Cry]&nbsp;[Cry]&nbsp;","listText":"Will have to wait for it to rebound&nbsp;[Cry]&nbsp;[Cry]&nbsp;[Cry]&nbsp;","text":"Will have to wait for it to rebound [Cry] [Cry] [Cry]","images":[{"img":"https://community-static.tradeup.com/news/ae4134e6d4a6f1e6ef7414c55b730eb6","width":"1080","height":"3568"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9914389321","isVote":1,"tweetType":1,"viewCount":291,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0}],"hots":[{"id":9912929774,"gmtCreate":1664750526799,"gmtModify":1676537500183,"author":{"id":"3586485210826750","authorId":"3586485210826750","name":"TKPK","avatar":"https://community-static.tradeup.com/news/e250d1041115e1fb98d4fee161bc044a","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3586485210826750","authorIdStr":"3586485210826750"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/C\">$Citigroup(C)$</a>hoping for&nbsp; better performance this week 🙏&nbsp;","listText":"<a href=\"https://ttm.financial/S/C\">$Citigroup(C)$</a>hoping for&nbsp; better performance this week 🙏&nbsp;","text":"$Citigroup(C)$hoping for better performance this week 🙏","images":[{"img":"https://community-static.tradeup.com/news/6d7b46555c775ddfa315bfd5e3187820","width":"1080","height":"3568"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":11,"commentSize":6,"repostSize":0,"link":"https://ttm.financial/post/9912929774","isVote":1,"tweetType":1,"viewCount":449,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9942234706,"gmtCreate":1681228358806,"gmtModify":1681228361849,"author":{"id":"3586485210826750","authorId":"3586485210826750","name":"TKPK","avatar":"https://community-static.tradeup.com/news/e250d1041115e1fb98d4fee161bc044a","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3586485210826750","authorIdStr":"3586485210826750"},"themes":[],"htmlText":"Thanks for sharing&nbsp;","listText":"Thanks for sharing&nbsp;","text":"Thanks for sharing","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":18,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9942234706","repostId":"1116529806","repostType":4,"repost":{"id":"1116529806","kind":"news","pubTimestamp":1681216371,"share":"https://ttm.financial/m/news/1116529806?lang=&edition=fundamental","pubTime":"2023-04-11 20:32","market":"us","language":"en","title":"It's Almost Time To Load Up On Tesla","url":"https://stock-news.laohu8.com/highlight/detail?id=1116529806","media":"Seeking Alpha","summary":"SummaryTesla, Inc.'s massive rally has consolidated for months now.I see some reasons for caution at","content":"<html><head></head><body><h2 style=\"text-align: left;\">Summary</h2><ul><li><p>Tesla, Inc.&#39;s massive rally has consolidated for months now.</p></li><li><p>I see some reasons for caution at the moment, but remain longer-term bullish.</p></li><li><p>Risk/reward here is terrific if you use stops prudently.</p></li></ul><p></p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/0e94c2a45c7301b8ea00c807d826e5dd\" alt=\"\" title=\"\" tg-width=\"750\" tg-height=\"563\"/></p>Growth stocks have been absolutely outstanding so far this year, after being truly awful for most of 2022. My viewpoint on the U.S. market for 2023 is quite bullish, and that’s predicated on growth and tech continuing to outperform. We’ll see consolidation periods and selloffs, of course, but I maintain that we’ll see much higher prices in the U.S. equity markets at the end of this year than where we started.<p></p><p>Perhaps the most followed growth stock is <strong>Tesla, Inc.</strong> (NASDAQ:TSLA), and the last time I covered the stock was about seven months ago. Much has occurred since then, to say the least. TSLA stock went to a well-publicized low of $101, but quite swiftly <em>doubled</em> off of that low. It’s one of the best performing stocks in the U.S. market so far this year, which is incredible given its size.</p><p>The stock has been consolidating since the high, and we’ll touch on that below. However, so long as we hold the zone of support below, I’m maintaining my buy rating on Tesla. I’m not uber-bullish right now, but I still believe the medium and long-term trajectory is higher.</p><h2>Charting the course</h2><p>We’ll begin as we always do, with the chart. Tesla is in a consolidatory phase right now, having lost key moving average support in recent days.</p><p></p><p></p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/9bd969b308166473c523851a9fe245ed\" alt=\"Chart\" title=\"Chart\" tg-width=\"640\" tg-height=\"714\"/><span>Chart</span></p><p></p><p style=\"text-align: left;\"><strong>StockCharts</strong></p><p></p><p>We have three local tops, which I’ve connected with the blue line above. There are lower highs being made, and there’s very strong support in the area of ~$165, which <em>has </em>to hold for the bulls; if that level is lost, look out below for a potential test of $100. I don’t think that’s going to happen, but I would not recommend Tesla should it lose that support level.</p><p>I mentioned the moving average support that was lost, and you can see where the rising 50-day simple moving average in blue above was used as support in early March. That line was lost a few days ago, and the stock fell further after losing it. This is not a bullish development and it’s giving me pause in terms of wanting to run out and buy the stock.</p><p>The accumulation/distribution line still looks outstanding, and very bullish. It measures whether big institutional money is buying dips or selling rips, and we are firmly in the former category for Tesla. That’s a bullish sign that the stock is being accumulated, which tends to indicate longer-term bullishness.</p><p>The 14-day RSI looks good as it continues to hold the 40 level, which is bull market behavior. The PPO is also testing the centerline, and we’ll need to see a bounce fairly soon to keep that bullishness alive.</p><p>To sum this up, given the loss of the moving average support, and lower highs being made, I would not be surprised to see a test of the $165 area. Should that occur, Tesla would be a great buy as the risk/reward would be outstanding. For now, it’s in no-man’s land.</p><p>The bottom panel has the stock’s correlation to the 10-year Treasury yield, which is key given the rate environment we’re in today. We can see Tesla’s long-term correlation to the 10-year Treasury is highly negative, which means 10-year Treasury yields and Tesla stock move in different directions. This makes perfect sense as higher rates mean lower valuations for growth stocks, and vice versa. Given that, it makes sense to look at yields, and we’ll do that now.</p><p></p><p></p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/df23caaa9d1b39024f979a6cda4535bb\" alt=\"Chart\" title=\"Chart\" tg-width=\"640\" tg-height=\"517\"/><span>Chart</span></p><p></p><p style=\"text-align: left;\"><strong>StockCharts</strong></p><p></p><p>The 10-year is testing absolutely critical support in the area of 3.3%, and given the look of momentum, I would be absolutely shocked if we don’t get a breakdown of yield, which is the same thing as a breakout of price, given price and yield move inversely. Point being, if I’m right about the direction of rates, Tesla and other growth stocks should do very well indeed.</p><h2>Fundamentals a mixed bag</h2><p>We all know the automakers are struggling with supply chain issues, and have been for some time. Of course, there are plenty of industries still grappling with the challenges that COVID presented across the globe. That means there are still wait times across the industry for various types of vehicles, dealer lots remain under-inventoried compared to pre-COVID norms, and rising loan interest rates that are crimping consumers’ ability to pay.</p><p>It is, perhaps, no wonder that estimates have come down for Tesla from a revenue perspective in recent months.</p><p></p><p></p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/e6db56943296955b720ccc22605349e2\" alt=\"vehicle deliveries\" title=\"vehicle deliveries\" tg-width=\"488\" tg-height=\"663\"/><span>vehicle deliveries</span></p><p></p><p style=\"text-align: left;\"><strong>Investor presentation</strong></p><p></p><p>Tesla has seen dips and pauses in vehicle delivery numbers in the past, but it appears to my eye that another one is a low probability. The company is seeing massive growth in China, as well as continuing to play around with U.S. pricing of its models. Much digital ink has been spilled about pricing actions from Tesla, but it seems pretty clear to me that these actions are being done out of a position of strength, not weakness.</p><p></p><p></p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/c3aa5e5e33f385e932756392920212de\" alt=\"market share\" title=\"market share\" tg-width=\"640\" tg-height=\"303\"/><span>market share</span></p><p></p><p style=\"text-align: left;\"><strong>Investor presentation</strong></p><p></p><p>So long as these lines move up and to the right, I’m not bothered with pricing actions. Every firm in every industry wants market share gains, and Tesla has them.</p><p></p><p></p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/fd8229ac2f452d6c4265fab68ea84bb9\" alt=\"revenue revisions\" title=\"revenue revisions\" tg-width=\"640\" tg-height=\"220\"/><span>revenue revisions</span></p><p></p><p style=\"text-align: left;\"><strong>Seeking Alpha</strong></p><p></p><p>That being said, revenue estimates are headed lower in the past several months, which is less than ideal. So long as revenue estimates are falling, the stock may struggle to make a significant move higher. However, if/when they do turn higher again, look out above in terms of the stock price.</p><p>I normally would place more weight on revenue estimates, except that Tesla’s margin profile has continued to get better and better over time. What that means is that it is in a position to generate higher profitability on each dollar of revenue, and gives it the freedom to do things like cut prices. As I said, strength, not weakness.</p><p>Below, we have gross and operating margins on a trailing-twelve-months basis for the past few years for some context.</p><p></p><p></p><p></p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/16a5716422a4230b2d626cd03ab40b35\" alt=\"\" title=\"\" tg-width=\"640\" tg-height=\"185\"/></p>Both have moved sharply higher over time, but what’s interesting is that operating margins have continued to grow while gross margins have actually declined in recent quarters. In the first quarter of 2022, gross margins were 27.1% of revenue, while operating margins were 15.5%. That’s a difference of 11.6%. The most recent quarter (with fresh earnings due out in a couple of weeks) was 25.6% and 16.8%, respectively. That’s a difference of 8.8%, which means the gap between operating margin and gross margin is contracting fairly rapidly. That’s an excellent development as it means that each dollar of revenue is becoming more profitable, <em>despite declining gross margins</em>. Imagine what would happen should the company focus on building gross margins again.<p></p><p>Regardless of whether the company continues to focus on market share, or decides to go after more margin, the future is bright and be in no doubt; pricing actions are being done from a position of strength.</p><h2>Cash is king</h2><p>One problem Tesla used to have – and one that I was very concerned about a few years ago – is cash burn. We all know Tesla expanded extremely rapidly over the past few years, which takes cash. However, not only does the company not burn cash any longer, but its balance sheet is absolutely outstanding.</p><p></p><p></p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/7c719393fec512ae018e4c836fbc4def\" alt=\"\" title=\"\" tg-width=\"640\" tg-height=\"184\"/></p>Net debt is now down to a net cash position of more than $16 billion, which has numerous benefits. Tesla no longer needs to borrow money or issue stock to fund development. It can make acquisitions, it can invest that cash for additional income, or it can expand at whatever pace it deems necessary. That includes things like rapid expansion of gigafactories, development and refinement of new and existing models, etc. Cash used to be the single biggest issue for Tesla, but now is a massive source of strength.<p></p><p>How has Tesla built a fortress balance sheet? Free cash flow (&#34;FCF&#34;).</p><p></p><p></p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/7d1a3f6a321d63b4d9ce1cf8d2a4cce6\" alt=\"\" title=\"\" tg-width=\"640\" tg-height=\"360\"/></p>TTM FCF is up to $7+ billion, and FCF margin is consistently in the area of 9% to 11% of revenue. These are terrific numbers, and judging by the build in cash on the balance sheet – which is happening simultaneously with factory expansion globally – it’s more than sufficient. Should these numbers decline over time, concern will reign again. But I see no cause for concern here.<p></p><p>Finally, let’s take a look at EPS estimates, which, like revenue, don’t exactly look that great.</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/996a5c22b8f9ff33f0550deb49ce1a5b\" alt=\"\" title=\"\" tg-width=\"640\" tg-height=\"221\"/></p>EPS estimates have come way down since late last year, but have plateaued. Is that it in terms of downward revisions? Time will tell, but anyone that’s familiar with my work knows I very much prefer rising EPS and revenue estimates. We don’t have that here, and that’s why I’m more cautious than I normally would be.<p></p><h2>A look at valuations</h2><p>Let’s start the valuation conversation with price to sales, which we have below for the past three years on a forward basis.</p><p></p><p></p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/769ab0ae3f0e5ce9168c55cbb27da5e1\" alt=\"\" title=\"\" tg-width=\"640\" tg-height=\"215\"/></p>Today’s forward P/S ratio is 5.7X, which is very near the bottom of the range. We could argue the days of 19X forward sales were frothy, and they almost certainly were. But the point stands that – from my perspective – Tesla is stronger than ever in many ways, while sporting what can only be considered a low forward P/S ratio.<p></p><p>Similarly, the forward P/E ratio just continues to fall, as the stock is seeing 46X forward earnings today, compared to an average of 110X in the past three years.</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/cfed176bb7172af777a5dd39de6d86b9\" alt=\"\" title=\"\" tg-width=\"640\" tg-height=\"214\"/></p>I’m not going to try to convince anyone that 48X forward earnings is cheap, because we all have our own feelings on relative value. I’m also not going to value Tesla like a traditional automaker, because it isn’t one, and that’s a pointless exercise. I will, however, value the stock against its own historical tendencies, and just like revenue, I cannot see how Tesla, Inc. stock shouldn’t be considered reasonably valued at worst here.<p></p><p>Do I think we’ll see 110X forward earnings again? No. Is there upside potential to 60X or 70X? If I’m right about lower interest rates and a tech/growth bull market, then absolutely there is. For me, that’s the consideration. If we get a bull market in tech and growth this year, more so than what we’ve already seen, stocks like Tesla have enormous upside potential. If I’m wrong, you have the $165 area where you can stop out and take your loss. From a risk/reward perspective, we’re looking at Tesla, Inc. perhaps $20 on the downside, but ~$60 to the upside given $4 in EPS estimates times a 60 forward P/E.</p><p>I can already hear the laughing of value investors scoffing at the idea, but I follow the money, and it looks to me like Tesla, Inc. is attracting it in a big way. I’m maintaining my buy rating on Tesla stock, but am refraining from a strong buy given some of the concerns listed above. The closer we get to $165, the better the buy.</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>It's Almost Time To Load Up On Tesla</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\">\nIt's Almost Time To Load Up On Tesla\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-04-11 20:32 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4593228-its-almost-time-to-load-up-on-tesla><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryTesla, Inc.'s massive rally has consolidated for months now.I see some reasons for caution at the moment, but remain longer-term bullish.Risk/reward here is terrific if you use stops prudently....</p>\n\n<a href=\"https://seekingalpha.com/article/4593228-its-almost-time-to-load-up-on-tesla\">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/4593228-its-almost-time-to-load-up-on-tesla","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"1116529806","content_text":"SummaryTesla, Inc.'s massive rally has consolidated for months now.I see some reasons for caution at the moment, but remain longer-term bullish.Risk/reward here is terrific if you use stops prudently.Growth stocks have been absolutely outstanding so far this year, after being truly awful for most of 2022. My viewpoint on the U.S. market for 2023 is quite bullish, and that’s predicated on growth and tech continuing to outperform. We’ll see consolidation periods and selloffs, of course, but I maintain that we’ll see much higher prices in the U.S. equity markets at the end of this year than where we started.Perhaps the most followed growth stock is Tesla, Inc. (NASDAQ:TSLA), and the last time I covered the stock was about seven months ago. Much has occurred since then, to say the least. TSLA stock went to a well-publicized low of $101, but quite swiftly doubled off of that low. It’s one of the best performing stocks in the U.S. market so far this year, which is incredible given its size.The stock has been consolidating since the high, and we’ll touch on that below. However, so long as we hold the zone of support below, I’m maintaining my buy rating on Tesla. I’m not uber-bullish right now, but I still believe the medium and long-term trajectory is higher.Charting the courseWe’ll begin as we always do, with the chart. Tesla is in a consolidatory phase right now, having lost key moving average support in recent days.ChartStockChartsWe have three local tops, which I’ve connected with the blue line above. There are lower highs being made, and there’s very strong support in the area of ~$165, which has to hold for the bulls; if that level is lost, look out below for a potential test of $100. I don’t think that’s going to happen, but I would not recommend Tesla should it lose that support level.I mentioned the moving average support that was lost, and you can see where the rising 50-day simple moving average in blue above was used as support in early March. That line was lost a few days ago, and the stock fell further after losing it. This is not a bullish development and it’s giving me pause in terms of wanting to run out and buy the stock.The accumulation/distribution line still looks outstanding, and very bullish. It measures whether big institutional money is buying dips or selling rips, and we are firmly in the former category for Tesla. That’s a bullish sign that the stock is being accumulated, which tends to indicate longer-term bullishness.The 14-day RSI looks good as it continues to hold the 40 level, which is bull market behavior. The PPO is also testing the centerline, and we’ll need to see a bounce fairly soon to keep that bullishness alive.To sum this up, given the loss of the moving average support, and lower highs being made, I would not be surprised to see a test of the $165 area. Should that occur, Tesla would be a great buy as the risk/reward would be outstanding. For now, it’s in no-man’s land.The bottom panel has the stock’s correlation to the 10-year Treasury yield, which is key given the rate environment we’re in today. We can see Tesla’s long-term correlation to the 10-year Treasury is highly negative, which means 10-year Treasury yields and Tesla stock move in different directions. This makes perfect sense as higher rates mean lower valuations for growth stocks, and vice versa. Given that, it makes sense to look at yields, and we’ll do that now.ChartStockChartsThe 10-year is testing absolutely critical support in the area of 3.3%, and given the look of momentum, I would be absolutely shocked if we don’t get a breakdown of yield, which is the same thing as a breakout of price, given price and yield move inversely. Point being, if I’m right about the direction of rates, Tesla and other growth stocks should do very well indeed.Fundamentals a mixed bagWe all know the automakers are struggling with supply chain issues, and have been for some time. Of course, there are plenty of industries still grappling with the challenges that COVID presented across the globe. That means there are still wait times across the industry for various types of vehicles, dealer lots remain under-inventoried compared to pre-COVID norms, and rising loan interest rates that are crimping consumers’ ability to pay.It is, perhaps, no wonder that estimates have come down for Tesla from a revenue perspective in recent months.vehicle deliveriesInvestor presentationTesla has seen dips and pauses in vehicle delivery numbers in the past, but it appears to my eye that another one is a low probability. The company is seeing massive growth in China, as well as continuing to play around with U.S. pricing of its models. Much digital ink has been spilled about pricing actions from Tesla, but it seems pretty clear to me that these actions are being done out of a position of strength, not weakness.market shareInvestor presentationSo long as these lines move up and to the right, I’m not bothered with pricing actions. Every firm in every industry wants market share gains, and Tesla has them.revenue revisionsSeeking AlphaThat being said, revenue estimates are headed lower in the past several months, which is less than ideal. So long as revenue estimates are falling, the stock may struggle to make a significant move higher. However, if/when they do turn higher again, look out above in terms of the stock price.I normally would place more weight on revenue estimates, except that Tesla’s margin profile has continued to get better and better over time. What that means is that it is in a position to generate higher profitability on each dollar of revenue, and gives it the freedom to do things like cut prices. As I said, strength, not weakness.Below, we have gross and operating margins on a trailing-twelve-months basis for the past few years for some context.Both have moved sharply higher over time, but what’s interesting is that operating margins have continued to grow while gross margins have actually declined in recent quarters. In the first quarter of 2022, gross margins were 27.1% of revenue, while operating margins were 15.5%. That’s a difference of 11.6%. The most recent quarter (with fresh earnings due out in a couple of weeks) was 25.6% and 16.8%, respectively. That’s a difference of 8.8%, which means the gap between operating margin and gross margin is contracting fairly rapidly. That’s an excellent development as it means that each dollar of revenue is becoming more profitable, despite declining gross margins. Imagine what would happen should the company focus on building gross margins again.Regardless of whether the company continues to focus on market share, or decides to go after more margin, the future is bright and be in no doubt; pricing actions are being done from a position of strength.Cash is kingOne problem Tesla used to have – and one that I was very concerned about a few years ago – is cash burn. We all know Tesla expanded extremely rapidly over the past few years, which takes cash. However, not only does the company not burn cash any longer, but its balance sheet is absolutely outstanding.Net debt is now down to a net cash position of more than $16 billion, which has numerous benefits. Tesla no longer needs to borrow money or issue stock to fund development. It can make acquisitions, it can invest that cash for additional income, or it can expand at whatever pace it deems necessary. That includes things like rapid expansion of gigafactories, development and refinement of new and existing models, etc. Cash used to be the single biggest issue for Tesla, but now is a massive source of strength.How has Tesla built a fortress balance sheet? Free cash flow (\"FCF\").TTM FCF is up to $7+ billion, and FCF margin is consistently in the area of 9% to 11% of revenue. These are terrific numbers, and judging by the build in cash on the balance sheet – which is happening simultaneously with factory expansion globally – it’s more than sufficient. Should these numbers decline over time, concern will reign again. But I see no cause for concern here.Finally, let’s take a look at EPS estimates, which, like revenue, don’t exactly look that great.EPS estimates have come way down since late last year, but have plateaued. Is that it in terms of downward revisions? Time will tell, but anyone that’s familiar with my work knows I very much prefer rising EPS and revenue estimates. We don’t have that here, and that’s why I’m more cautious than I normally would be.A look at valuationsLet’s start the valuation conversation with price to sales, which we have below for the past three years on a forward basis.Today’s forward P/S ratio is 5.7X, which is very near the bottom of the range. We could argue the days of 19X forward sales were frothy, and they almost certainly were. But the point stands that – from my perspective – Tesla is stronger than ever in many ways, while sporting what can only be considered a low forward P/S ratio.Similarly, the forward P/E ratio just continues to fall, as the stock is seeing 46X forward earnings today, compared to an average of 110X in the past three years.I’m not going to try to convince anyone that 48X forward earnings is cheap, because we all have our own feelings on relative value. I’m also not going to value Tesla like a traditional automaker, because it isn’t one, and that’s a pointless exercise. I will, however, value the stock against its own historical tendencies, and just like revenue, I cannot see how Tesla, Inc. stock shouldn’t be considered reasonably valued at worst here.Do I think we’ll see 110X forward earnings again? No. Is there upside potential to 60X or 70X? If I’m right about lower interest rates and a tech/growth bull market, then absolutely there is. For me, that’s the consideration. If we get a bull market in tech and growth this year, more so than what we’ve already seen, stocks like Tesla have enormous upside potential. If I’m wrong, you have the $165 area where you can stop out and take your loss. From a risk/reward perspective, we’re looking at Tesla, Inc. perhaps $20 on the downside, but ~$60 to the upside given $4 in EPS estimates times a 60 forward P/E.I can already hear the laughing of value investors scoffing at the idea, but I follow the money, and it looks to me like Tesla, Inc. is attracting it in a big way. I’m maintaining my buy rating on Tesla stock, but am refraining from a strong buy given some of the concerns listed above. The closer we get to $165, the better the buy.","news_type":1},"isVote":1,"tweetType":1,"viewCount":821,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9969266261,"gmtCreate":1668466418353,"gmtModify":1676538059144,"author":{"id":"3586485210826750","authorId":"3586485210826750","name":"TKPK","avatar":"https://community-static.tradeup.com/news/e250d1041115e1fb98d4fee161bc044a","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3586485210826750","authorIdStr":"3586485210826750"},"themes":[],"htmlText":"Nice&nbsp;","listText":"Nice&nbsp;","text":"Nice","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":14,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/9969266261","repostId":"1167429957","repostType":4,"repost":{"id":"1167429957","kind":"news","pubTimestamp":1668439101,"share":"https://ttm.financial/m/news/1167429957?lang=&edition=fundamental","pubTime":"2022-11-14 23:18","market":"us","language":"en","title":"CEO Tim Cook Says Apple Being \"Very Deliberate\" on Hiring","url":"https://stock-news.laohu8.com/highlight/detail?id=1167429957","media":"CBS","summary":"Apple, the world's most valuable company, has slowed some hiring, according to CEO Tim Cook, amid a wave of layoffs in Silicon Valley and an unpredictable economic future.\"What we're doing as a conseq","content":"<html><head></head><body><p>Apple, the world&#39;s most valuable company, has slowed some hiring, according to CEO Tim Cook, amid a wave of layoffs in Silicon Valley and an unpredictable economic future.</p><p>&#34;What we&#39;re doing as a consequence of being in this period is we&#39;re being very deliberate on our hiring,&#34; Cook told &#34;CBS Mornings&#34; at Apple&#39;s headquarters in California. &#34;That means we&#39;re continuing to hire, but not everywhere in the company are we hiring.&#34;</p><p>Companiesfrom ride-sharing platforms Lyft to mighty Amazon have either shed jobs or put their hiring plans on hold as the U.S. economy slows. Facebook&#39;s parent company Meta said last week it isslashing 11,000 jobs– the most significant job cut in its history.</p><p>But Cook said Apple believes strongly in investing for the long term, &#34;and we don&#39;t believe you can save your way to prosperity.&#34;</p><p>&#34;We think you invest your way to it,&#34; he said.</p><p>Cook also discussed Apple&#39;s return-to-office policy. Employees are now required to be in the office three days a week, a shift that went into effect in September.</p><p>&#34;We make product, and you have to hold product. You collaborate with one another because we believe that one plus one equals three,&#34; he said.</p><p>&#34;So that takes the serendipity of running into people, and bouncing ideas off, and caring enough to advance your idea through somebody else because you know that&#39;ll make it a bigger idea,&#34; Cook said.</p><p>He noted, however, that on Fridays, the Silicon Valley offices are &#34;a ghost town.&#34;</p></body></html>","source":"lsy1639028377035","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>CEO Tim Cook Says Apple Being \"Very Deliberate\" on Hiring</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\">\nCEO Tim Cook Says Apple Being \"Very Deliberate\" on Hiring\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-11-14 23:18 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://news.yahoo.com/ceo-tim-cook-says-apple-143058620.html?guccounter=1&guce_referrer=aHR0cHM6Ly93d3cuZ29vZ2xlLmNvbS5oay8&guce_referrer_sig=AQAAALfZ50aUecD0elqHk_JCM_T_QYXyFgWuQnyPLtG0s0qiOc7U-fPooqvTV27waTCF3kgjp2p-vxjonWqWICoqS_4B4alSRnYcDKsPGbZUQp1YJQLypZfyZj-WH9O6-UUQRp6-DrupbrNpQ_Swx43FiUjTy4B9ZWB49jYQ82JmMX2Y><strong>CBS</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Apple, the world's most valuable company, has slowed some hiring, according to CEO Tim Cook, amid a wave of layoffs in Silicon Valley and an unpredictable economic future.\"What we're doing as a ...</p>\n\n<a href=\"https://news.yahoo.com/ceo-tim-cook-says-apple-143058620.html?guccounter=1&guce_referrer=aHR0cHM6Ly93d3cuZ29vZ2xlLmNvbS5oay8&guce_referrer_sig=AQAAALfZ50aUecD0elqHk_JCM_T_QYXyFgWuQnyPLtG0s0qiOc7U-fPooqvTV27waTCF3kgjp2p-vxjonWqWICoqS_4B4alSRnYcDKsPGbZUQp1YJQLypZfyZj-WH9O6-UUQRp6-DrupbrNpQ_Swx43FiUjTy4B9ZWB49jYQ82JmMX2Y\">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://news.yahoo.com/ceo-tim-cook-says-apple-143058620.html?guccounter=1&guce_referrer=aHR0cHM6Ly93d3cuZ29vZ2xlLmNvbS5oay8&guce_referrer_sig=AQAAALfZ50aUecD0elqHk_JCM_T_QYXyFgWuQnyPLtG0s0qiOc7U-fPooqvTV27waTCF3kgjp2p-vxjonWqWICoqS_4B4alSRnYcDKsPGbZUQp1YJQLypZfyZj-WH9O6-UUQRp6-DrupbrNpQ_Swx43FiUjTy4B9ZWB49jYQ82JmMX2Y","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1167429957","content_text":"Apple, the world's most valuable company, has slowed some hiring, according to CEO Tim Cook, amid a wave of layoffs in Silicon Valley and an unpredictable economic future.\"What we're doing as a consequence of being in this period is we're being very deliberate on our hiring,\" Cook told \"CBS Mornings\" at Apple's headquarters in California. \"That means we're continuing to hire, but not everywhere in the company are we hiring.\"Companiesfrom ride-sharing platforms Lyft to mighty Amazon have either shed jobs or put their hiring plans on hold as the U.S. economy slows. Facebook's parent company Meta said last week it isslashing 11,000 jobs– the most significant job cut in its history.But Cook said Apple believes strongly in investing for the long term, \"and we don't believe you can save your way to prosperity.\"\"We think you invest your way to it,\" he said.Cook also discussed Apple's return-to-office policy. Employees are now required to be in the office three days a week, a shift that went into effect in September.\"We make product, and you have to hold product. You collaborate with one another because we believe that one plus one equals three,\" he said.\"So that takes the serendipity of running into people, and bouncing ideas off, and caring enough to advance your idea through somebody else because you know that'll make it a bigger idea,\" Cook said.He noted, however, that on Fridays, the Silicon Valley offices are \"a ghost town.\"","news_type":1},"isVote":1,"tweetType":1,"viewCount":999,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9046276696,"gmtCreate":1656369841715,"gmtModify":1676535812895,"author":{"id":"3586485210826750","authorId":"3586485210826750","name":"TKPK","avatar":"https://community-static.tradeup.com/news/e250d1041115e1fb98d4fee161bc044a","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3586485210826750","authorIdStr":"3586485210826750"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/QYLD\">$NASDAQ 100 Covered Call ETF(QYLD)$</a>is this worth to buy??","listText":"<a href=\"https://ttm.financial/S/QYLD\">$NASDAQ 100 Covered Call ETF(QYLD)$</a>is this worth to buy??","text":"$NASDAQ 100 Covered Call ETF(QYLD)$is this worth to buy??","images":[{"img":"https://community-static.tradeup.com/news/fb072d32048e817d30c2eee79ef21fc7","width":"1080","height":"3568"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":12,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9046276696","isVote":1,"tweetType":1,"viewCount":309,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9913633981,"gmtCreate":1663978980243,"gmtModify":1676537373058,"author":{"id":"3586485210826750","authorId":"3586485210826750","name":"TKPK","avatar":"https://community-static.tradeup.com/news/e250d1041115e1fb98d4fee161bc044a","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3586485210826750","authorIdStr":"3586485210826750"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/O87.SI\">$GLD US$(O87.SI)$</a>what happened to casued it to drop by 30%[Surprised]&nbsp;[Surprised]&nbsp;? Human error&nbsp;[LOL]&nbsp;[LOL]&nbsp;","listText":"<a href=\"https://ttm.financial/S/O87.SI\">$GLD US$(O87.SI)$</a>what happened to casued it to drop by 30%[Surprised]&nbsp;[Surprised]&nbsp;? Human error&nbsp;[LOL]&nbsp;[LOL]&nbsp;","text":"$GLD US$(O87.SI)$what happened to casued it to drop by 30%[Surprised] [Surprised] ? Human error [LOL] [LOL]","images":[{"img":"https://community-static.tradeup.com/news/a25b0b5225e41875ce9f94c25f707a11","width":"1080","height":"3469"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":5,"repostSize":0,"link":"https://ttm.financial/post/9913633981","isVote":1,"tweetType":1,"viewCount":334,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9916668443,"gmtCreate":1664587409282,"gmtModify":1676537480646,"author":{"id":"3586485210826750","authorId":"3586485210826750","name":"TKPK","avatar":"https://community-static.tradeup.com/news/e250d1041115e1fb98d4fee161bc044a","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3586485210826750","authorIdStr":"3586485210826750"},"themes":[],"htmlText":"More bad news?[Cry]&nbsp;","listText":"More bad news?[Cry]&nbsp;","text":"More bad news?[Cry]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9916668443","repostId":"1193309788","repostType":2,"repost":{"id":"1193309788","kind":"news","pubTimestamp":1664595315,"share":"https://ttm.financial/m/news/1193309788?lang=&edition=fundamental","pubTime":"2022-10-01 11:35","market":"us","language":"en","title":"Tesla: A New Problem Is Emerging","url":"https://stock-news.laohu8.com/highlight/detail?id=1193309788","media":"Seeking Alpha","summary":"SummaryThe world is experiencing an energy crisis. Costs for natural gas, electricity, etc. are exploding.With soaring electricity costs, EVs are losing their fuel cost advantage. Charging a Tesla has","content":"<html><head></head><body><p><b>Summary</b></p><ul><li>The world is experiencing an energy crisis. Costs for natural gas, electricity, etc. are exploding.</li><li>With soaring electricity costs, EVs are losing their fuel cost advantage. Charging a Tesla has become more expensive than fueling a comparable ICE vehicle in Europe, for example.</li><li>With the macro picture getting more dire, highly expensive Tesla does not look like a great investment today.</li></ul><p><b>Article Thesis</b></p><p>Tesla (NASDAQ: TSLA) is a leading electric vehicle manufacturer. The stock is priced for perfection, however, despite growing competition, rising costs for materials, and a global economic slowdown. On top of that, the ongoing global energy crisis is hurting Tesla in two ways, as I&#39;ll explain in this article. Overall, that means that Tesla does not seem like an attractive pick at current prices, I believe.</p><p><b>The Globe Is Experiencing An Energy Crisis</b></p><p>The world&#39;s hunger for energy continues to grow, as it has for many years. At the same time, ESG mandates and regulatory pressures have led to underinvestment in (fossil) energy production, which has resulted in a tight supply-demand situation. On top of that, the ongoing Russia-Ukraine war has exacerbated issues in global energy markets. That has led to exploding energy prices across all kinds of commodities. Rising gasoline prices have gotten a lot of attention, but price increases were even more pronounced in other areas:</p><p><img src=\"https://static.tigerbbs.com/310db03212b3ca50edd73f7cf9c0099f\" tg-width=\"635\" tg-height=\"433\" referrerpolicy=\"no-referrer\"/>Data by YCharts</p><p>WTI is up by just a couple of percentage points over the last year, while gasoline has become 17% more expensive over the last twelve months. Especially in Europe and Asia, price increases of non-oil-based energy products have been way more drastic.</p><p>Natural gas prices in Europe, for example, have exploded upwards by more than 1,000% over the last two years:</p><p><img src=\"https://static.tigerbbs.com/154cf787e37dbe1b284b31742d65d999\" tg-width=\"640\" tg-height=\"176\" referrerpolicy=\"no-referrer\"/></p><p>theice.com</p><p>Contracts rose from $15 two years ago to more than $200 today, dwarfing the increase in oil prices. Natural gas in Asia, e.g. measured by JKM, has become incredibly more expensive as well. Likewise, electricity has become way more expensive in Europe -- driven, to a large degree, by the huge increase in natural gas prices:</p><p><img src=\"https://static.tigerbbs.com/673c6fced99747383340bf173bad26c9\" tg-width=\"640\" tg-height=\"257\" referrerpolicy=\"no-referrer\"/></p><p>tradingview.com</p><p>Market prices (day-ahead) for electricity soared by several hundred percentage points over the last year in leading European countries such as Germany and France. Price increases for forward months have been even higher, e.g. for the coming winter months.Base load prices for Q1 2023 are north of €500 per MWh in Germany, for example. Peak-load prices for the same quarter are even higher, at close to €800 per MWh.</p><p>In many other markets around the world, electricity is scarce and has become very expensive as well. China is of note, for example. Weather anomalies in the country have led to below-average power generation from hydro, which has led to shortages and steep price increases.</p><p>Overall, we can summarize that energy has become way more expensive in many areas of the world. Oil prices and gasoline prices get a lot of attention, but they have actually not moved up much versus the massive increases by hundreds of percentage points we have seen in electricity, natural gas, and even thermal coal-- which is up 350% over the last five years. Why does this matter for Tesla? Let&#39;s delve into the details.</p><p><b>Impact On Tesla: Items To Consider</b></p><p>So why does it matter that the global energy crisis has led to massive increases in the price of natural gas, electricity, etc. when it comes to an investment in TSLA stock? There are several negative impacts this will have on Tesla, I believe. Some of those are Tesla-specific, others impact other automobile companies as well.</p><p><b>Free Supercharger</b></p><p>First, Tesla will lose more money with the free supercharger for life deal it offered in the past. With electricity costs soaring, those that can charge for free at superchargers will be more inclined to do so. This will mean that Tesla will have to offer more electricity for free. At the same time, that electricity comes at a higher cost for Tesla, as market prices for electricity have soared in important end markets. Overall, this means that Tesla will lose more money on its supercharger-for-life deals than previously thought.</p><p><b>EVs Lose Their Cost Advantage</b></p><p>For a long time, EVs were touted as cheaper than ICE-powered vehicles when it comes to fuel costs. But due to the massive increase in electricity prices, relative to the way more benign increase in gasoline prices, that does no longer hold true. Let&#39;s look at an example.</p><p>The Tesla Model 3 uses 17 kWh per 100 km. A comparable ICE car, such as the BMW 3 series (OTCPK:BMWYY), uses around 5.0 liters of diesel for the same 100 km. When electricity prices were way lower than they are right now, that made for a clear cost advantage for Tesla. But more recently, that&#39;s no longer true -- at least not in all markets. Tesla currently sells electricity for €0.70 per kWh at its superchargers in Germany, where it recently opened one of its Gigafactories, making this an important market for Tesla. That means that driving a Model 3 for 100 km results in fuel expenses of €11.90, or around $11.50. Diesel currently costs €1.98 per liter in Germany on average. The BMW 3 series thus uses €9.90, or $9.60 per 100 km. Using an ICE-powered BMW that is comparable to Tesla&#39;s EV thus costs around 20% less in fuel expenses today in Germany. The former cost advantage for EVs has turned into a cost disadvantage in Europe&#39;s biggest market and one where Tesla thought it had a lot of potential -- otherwise, it wouldn&#39;t have built a Gigafactory there. In other European countries, things are looking comparable. In the UK, for example, the diesel-powered BMW 3 costs around $10 per 100 km, while the Tesla Model 3 costs around $11 per 100 km.</p><p>This means that one of the key arguments for buying an EV, lower fuel costs, is no longer valid, at least in some of Tesla&#39;s markets. In the US, where electricity cost per kWh differs very much from state to state, there are some markets where EVs are still cheaper to fuel. But even in the US, some markets are more favorable for ICE vehicles right now, such as California with its high electricity prices. With this key argument for switching to an EV gone, EV manufacturers such as Tesla could have a harder time convincing consumers to make the switch. Many consumers, especially those that feel the pinch from the current economic slowdown, will ask themselves why they should buy a new vehicle for many thousands of dollars just to have their fuel expenses go up.</p><p><b>Higher Production Costs</b></p><p>The process of manufacturing batteries is highly energy intensive. That energy usually does not come in the form of oil (which has gone up in price only slightly), but typically in the form of electricity -- which has gotten way more expensive. Battery manufacturing thus is feeling a considerable cost headwind in the current environment, and the biggest battery users in the world, such as Tesla, will likely feel the largest impact.</p><p>In Europe and China, energy-intensive manufacturing is oftentimes either unprofitable or forced to scale back due to regulatory demands to conserve energy. This will hinder Tesla&#39;s Gigafactories in Germany and China, making it quite exposed to electricity/energy shortages around the world. EV companies with less exposure to Europe and China, such as Ford with its US focus, could be more advantaged in the current environment, as energy shortages are less pronounced in the United States.</p><p><b>Cash-Strapped Consumers Might Keep Their Cars Longer</b></p><p>With energy prices soaring, especially in Europe, consumer sentiment is falling off a cliff. Consumers have to spend more on essentials such as electricity, heating, and food, which means that they have less money left over for non-essential, discretionary consumer goods.</p><p>Ultra-high-end manufacturers such as Ferrari (RACE) will likely feel less of an impact, as middle-class households don&#39;t buy Ferraris anyway and as very wealthy consumers don&#39;t feel much of a pinch from higher energy costs. But Tesla, along with competitors such as BMW or Audi, could feel an impact from middle class/upper middle class consumers becoming more frugal. When essential expenses are soaring, and when the risk of a job loss increases due to the ongoing economic downturn, many consumers will be more reluctant to acquire a costly new vehicle. One can argue that this is already being reflected by the declining wait times for many of Tesla&#39;s models in China, which is experiencing many of the same headwinds as Europe -- growing energy costs and an economic slowdown.</p><p><b>Summing Things Up</b></p><p>Tesla is a leading EV company. Depending on whether one counts plug-in hybrids or not, it&#39;s either the largest or second-largest EV manufacturer in the world. But the company is highly expensive, trading at well above 60x forward earnings, while traditional auto peers such as Mercedes (OTCPK:MBGYY) trade at less than 5x forward profits. Competition is growing, input costs are rising quickly, and consumer discretionary companies including Tesla are highly exposed to a global economic downturn.</p><p>Add the above issues stemming from the global energy shortage, such as waning advantages for EVs due to high charging costs and Tesla&#39;s growing costs for its supercharger-for-life deals, and it does not look like Tesla is a good buy today. Last but not least, rising interest rates are pressuring all equities, but have the largest impact on long-duration stocks such as Tesla. Overall, I see more reasons to be bearish than to be bullish right here, which is why I think Tesla is an avoid today, although I have no intention of going short the stock.</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: A New Problem Is Emerging</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: A New Problem Is Emerging\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-10-01 11:35 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4543975-tesla-stock-new-problem-emerging><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryThe world is experiencing an energy crisis. Costs for natural gas, electricity, etc. are exploding.With soaring electricity costs, EVs are losing their fuel cost advantage. Charging a Tesla has...</p>\n\n<a href=\"https://seekingalpha.com/article/4543975-tesla-stock-new-problem-emerging\">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/4543975-tesla-stock-new-problem-emerging","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1193309788","content_text":"SummaryThe world is experiencing an energy crisis. Costs for natural gas, electricity, etc. are exploding.With soaring electricity costs, EVs are losing their fuel cost advantage. Charging a Tesla has become more expensive than fueling a comparable ICE vehicle in Europe, for example.With the macro picture getting more dire, highly expensive Tesla does not look like a great investment today.Article ThesisTesla (NASDAQ: TSLA) is a leading electric vehicle manufacturer. The stock is priced for perfection, however, despite growing competition, rising costs for materials, and a global economic slowdown. On top of that, the ongoing global energy crisis is hurting Tesla in two ways, as I'll explain in this article. Overall, that means that Tesla does not seem like an attractive pick at current prices, I believe.The Globe Is Experiencing An Energy CrisisThe world's hunger for energy continues to grow, as it has for many years. At the same time, ESG mandates and regulatory pressures have led to underinvestment in (fossil) energy production, which has resulted in a tight supply-demand situation. On top of that, the ongoing Russia-Ukraine war has exacerbated issues in global energy markets. That has led to exploding energy prices across all kinds of commodities. Rising gasoline prices have gotten a lot of attention, but price increases were even more pronounced in other areas:Data by YChartsWTI is up by just a couple of percentage points over the last year, while gasoline has become 17% more expensive over the last twelve months. Especially in Europe and Asia, price increases of non-oil-based energy products have been way more drastic.Natural gas prices in Europe, for example, have exploded upwards by more than 1,000% over the last two years:theice.comContracts rose from $15 two years ago to more than $200 today, dwarfing the increase in oil prices. Natural gas in Asia, e.g. measured by JKM, has become incredibly more expensive as well. Likewise, electricity has become way more expensive in Europe -- driven, to a large degree, by the huge increase in natural gas prices:tradingview.comMarket prices (day-ahead) for electricity soared by several hundred percentage points over the last year in leading European countries such as Germany and France. Price increases for forward months have been even higher, e.g. for the coming winter months.Base load prices for Q1 2023 are north of €500 per MWh in Germany, for example. Peak-load prices for the same quarter are even higher, at close to €800 per MWh.In many other markets around the world, electricity is scarce and has become very expensive as well. China is of note, for example. Weather anomalies in the country have led to below-average power generation from hydro, which has led to shortages and steep price increases.Overall, we can summarize that energy has become way more expensive in many areas of the world. Oil prices and gasoline prices get a lot of attention, but they have actually not moved up much versus the massive increases by hundreds of percentage points we have seen in electricity, natural gas, and even thermal coal-- which is up 350% over the last five years. Why does this matter for Tesla? Let's delve into the details.Impact On Tesla: Items To ConsiderSo why does it matter that the global energy crisis has led to massive increases in the price of natural gas, electricity, etc. when it comes to an investment in TSLA stock? There are several negative impacts this will have on Tesla, I believe. Some of those are Tesla-specific, others impact other automobile companies as well.Free SuperchargerFirst, Tesla will lose more money with the free supercharger for life deal it offered in the past. With electricity costs soaring, those that can charge for free at superchargers will be more inclined to do so. This will mean that Tesla will have to offer more electricity for free. At the same time, that electricity comes at a higher cost for Tesla, as market prices for electricity have soared in important end markets. Overall, this means that Tesla will lose more money on its supercharger-for-life deals than previously thought.EVs Lose Their Cost AdvantageFor a long time, EVs were touted as cheaper than ICE-powered vehicles when it comes to fuel costs. But due to the massive increase in electricity prices, relative to the way more benign increase in gasoline prices, that does no longer hold true. Let's look at an example.The Tesla Model 3 uses 17 kWh per 100 km. A comparable ICE car, such as the BMW 3 series (OTCPK:BMWYY), uses around 5.0 liters of diesel for the same 100 km. When electricity prices were way lower than they are right now, that made for a clear cost advantage for Tesla. But more recently, that's no longer true -- at least not in all markets. Tesla currently sells electricity for €0.70 per kWh at its superchargers in Germany, where it recently opened one of its Gigafactories, making this an important market for Tesla. That means that driving a Model 3 for 100 km results in fuel expenses of €11.90, or around $11.50. Diesel currently costs €1.98 per liter in Germany on average. The BMW 3 series thus uses €9.90, or $9.60 per 100 km. Using an ICE-powered BMW that is comparable to Tesla's EV thus costs around 20% less in fuel expenses today in Germany. The former cost advantage for EVs has turned into a cost disadvantage in Europe's biggest market and one where Tesla thought it had a lot of potential -- otherwise, it wouldn't have built a Gigafactory there. In other European countries, things are looking comparable. In the UK, for example, the diesel-powered BMW 3 costs around $10 per 100 km, while the Tesla Model 3 costs around $11 per 100 km.This means that one of the key arguments for buying an EV, lower fuel costs, is no longer valid, at least in some of Tesla's markets. In the US, where electricity cost per kWh differs very much from state to state, there are some markets where EVs are still cheaper to fuel. But even in the US, some markets are more favorable for ICE vehicles right now, such as California with its high electricity prices. With this key argument for switching to an EV gone, EV manufacturers such as Tesla could have a harder time convincing consumers to make the switch. Many consumers, especially those that feel the pinch from the current economic slowdown, will ask themselves why they should buy a new vehicle for many thousands of dollars just to have their fuel expenses go up.Higher Production CostsThe process of manufacturing batteries is highly energy intensive. That energy usually does not come in the form of oil (which has gone up in price only slightly), but typically in the form of electricity -- which has gotten way more expensive. Battery manufacturing thus is feeling a considerable cost headwind in the current environment, and the biggest battery users in the world, such as Tesla, will likely feel the largest impact.In Europe and China, energy-intensive manufacturing is oftentimes either unprofitable or forced to scale back due to regulatory demands to conserve energy. This will hinder Tesla's Gigafactories in Germany and China, making it quite exposed to electricity/energy shortages around the world. EV companies with less exposure to Europe and China, such as Ford with its US focus, could be more advantaged in the current environment, as energy shortages are less pronounced in the United States.Cash-Strapped Consumers Might Keep Their Cars LongerWith energy prices soaring, especially in Europe, consumer sentiment is falling off a cliff. Consumers have to spend more on essentials such as electricity, heating, and food, which means that they have less money left over for non-essential, discretionary consumer goods.Ultra-high-end manufacturers such as Ferrari (RACE) will likely feel less of an impact, as middle-class households don't buy Ferraris anyway and as very wealthy consumers don't feel much of a pinch from higher energy costs. But Tesla, along with competitors such as BMW or Audi, could feel an impact from middle class/upper middle class consumers becoming more frugal. When essential expenses are soaring, and when the risk of a job loss increases due to the ongoing economic downturn, many consumers will be more reluctant to acquire a costly new vehicle. One can argue that this is already being reflected by the declining wait times for many of Tesla's models in China, which is experiencing many of the same headwinds as Europe -- growing energy costs and an economic slowdown.Summing Things UpTesla is a leading EV company. Depending on whether one counts plug-in hybrids or not, it's either the largest or second-largest EV manufacturer in the world. But the company is highly expensive, trading at well above 60x forward earnings, while traditional auto peers such as Mercedes (OTCPK:MBGYY) trade at less than 5x forward profits. Competition is growing, input costs are rising quickly, and consumer discretionary companies including Tesla are highly exposed to a global economic downturn.Add the above issues stemming from the global energy shortage, such as waning advantages for EVs due to high charging costs and Tesla's growing costs for its supercharger-for-life deals, and it does not look like Tesla is a good buy today. Last but not least, rising interest rates are pressuring all equities, but have the largest impact on long-duration stocks such as Tesla. Overall, I see more reasons to be bearish than to be bullish right here, which is why I think Tesla is an avoid today, although I have no intention of going short the stock.","news_type":1},"isVote":1,"tweetType":1,"viewCount":165,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9995258934,"gmtCreate":1661475015030,"gmtModify":1676536526048,"author":{"id":"3586485210826750","authorId":"3586485210826750","name":"TKPK","avatar":"https://community-static.tradeup.com/news/e250d1041115e1fb98d4fee161bc044a","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3586485210826750","authorIdStr":"3586485210826750"},"themes":[],"htmlText":"Nice, thanks for sharing 👍 😀&nbsp;","listText":"Nice, thanks for sharing 👍 😀&nbsp;","text":"Nice, thanks for sharing 👍 😀","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9995258934","repostId":"1115855678","repostType":4,"repost":{"id":"1115855678","kind":"news","pubTimestamp":1661471693,"share":"https://ttm.financial/m/news/1115855678?lang=&edition=fundamental","pubTime":"2022-08-26 07:54","market":"us","language":"en","title":"The Case for Tesla (TSLA) Stock to Reach $360","url":"https://stock-news.laohu8.com/highlight/detail?id=1115855678","media":"InvestorPlace","summary":"Tesla stock begins trading on a split basis today.Its price per share has been lowered considerably.But one analyst has already issued a bullish price target for the new stock.Today marks the first day of trading forTesla following its recent stock split. After months of waiting for shareholder approval, the company wasted little time putting the3-for-1 splitinto action. When markets opened today, investors saw TSLA stock trading at its new split basis price, under $300 per share. The newly spli","content":"<html><head></head><body><ul><li><b>Tesla</b>(<b>TSLA</b>) stock begins trading on a split basis today.</li><li>Its price per share has been lowered considerably.</li><li>But one analyst has already issued a bullish price target for the new stock.</li></ul><p>Today marks the first day of trading for <b>Tesla</b>(NASDAQ:<b><u>TSLA</u></b>) following its recent stock split. After months of waiting for shareholder approval, the company wasted little time putting the 3-for-1 split into action. When markets opened today, investors saw TSLA stock trading at its new split basis price, under $300 per share. The newly split stock has been volatile today, as should be expected when a company undergoes a stock split. But one analyst has already set a bullish price target for TSLA stock. Dan Ives of Wedbush has long been one of Wall Street’s most notorious TSLA stock bulls. Now, he sees it hitting $360 per share within the next 12 months. He maintains his “outperform” rating for the stock.</p><p>Why does Ives predict this type of growth? Let’s dive into his recent report and see what he sees as TSLA stock’s future drivers in the post-split market.</p><p><b>TSLA Stock: Dan Ives’ Bullish Thesis</b></p><p>In a report issued yesterday, Ives and fellow analyst John Katsingrismade the case for why they believe TSLA stock will rise in the coming quarters. Prior to the split, both analysts had set a price target of $1,000 for TSLA stock, which they adjusted to $333 to reflect the split basis price.</p><p>While both analysts see the split as being a positive growth catalyst for TSLA, they have also identified another factor that they predict will boost shares as well. Production in China is increasing as well as at other Tesla gigafactories. As the report notes,</p><blockquote>“<b>China production ramping after a brutal 2Q.</b>After brutal shutdowns in April/May due to the zero Covid policy, we are now seeing unprecedented Model Y production in China after factory upgrades with Musk &amp; Co. on a pace to produce over 1 million vehicles annually out of this key product artery.<b><i>Demand is not the problem for Tesla, but supply has been and is now clearly on an upward trajectory.</i></b><i>“</i></blockquote><p>The final sentence of that paragraph highlights the central thesis of the bullish Tesla case. Tesla has seen demand rise throughout the year but has found it difficult to keep pace due to supply chain constraints. If Ives and Katsingris are correct, though, that tide may finally be shifting in Tesla’s favor. <i>Electrek</i> recently reported that “Tesla has managed to cut Model 3 and Model Y delivery times in China, an important market for the automaker, after upgrading Gigafactory Shanghai to add more production capacity.” This further supports the claims made by the Wedbush team that Tesla is successfully ramping up production in Shanghai, a key step if it wants to maintain its share of the global EV market.</p><p>Just how much do Ives and Katsingris think Tesla can grow? They answered that as well. “For 2023 we believe 2 million deliveries potential and massive production capacity will be a significant advantage for Tesla in this EV arms race with competition coming from every angle and geography.”</p><p><b>Green Tidal Wave</b></p><p>Ultimately, the case made by the Wedbush team traces back to the looming green energy revolution. Ives and Katsingris see Tesla at the center of this industry transformation, which they expect to see play out over the coming decade. The “green tidal wave is a major trend we expect to play out across the industry over the next decade and represents the biggest transformation to the auto industry since the 1950’s,” the report notes.</p><p>If the green tidal wave is coming — and the recent$370 billion climate bill certainly suggests that it is — Tesla is well equipped to lead the charge. By that logic, investors can expect to see TSLA stock continue rising as the world continues shifting toward a greener future, particularly if the company can continue successfully scaling production.</p></body></html>","source":"investorplace","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>The Case for Tesla (TSLA) Stock to Reach $360</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 Case for Tesla (TSLA) Stock to Reach $360\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-08-26 07:54 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://investorplace.com/2022/08/the-case-for-tesla-tsla-stock-to-reach-360/><strong>InvestorPlace</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Tesla(TSLA) stock begins trading on a split basis today.Its price per share has been lowered considerably.But one analyst has already issued a bullish price target for the new stock.Today marks the ...</p>\n\n<a href=\"https://investorplace.com/2022/08/the-case-for-tesla-tsla-stock-to-reach-360/\">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://investorplace.com/2022/08/the-case-for-tesla-tsla-stock-to-reach-360/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1115855678","content_text":"Tesla(TSLA) stock begins trading on a split basis today.Its price per share has been lowered considerably.But one analyst has already issued a bullish price target for the new stock.Today marks the first day of trading for Tesla(NASDAQ:TSLA) following its recent stock split. After months of waiting for shareholder approval, the company wasted little time putting the 3-for-1 split into action. When markets opened today, investors saw TSLA stock trading at its new split basis price, under $300 per share. The newly split stock has been volatile today, as should be expected when a company undergoes a stock split. But one analyst has already set a bullish price target for TSLA stock. Dan Ives of Wedbush has long been one of Wall Street’s most notorious TSLA stock bulls. Now, he sees it hitting $360 per share within the next 12 months. He maintains his “outperform” rating for the stock.Why does Ives predict this type of growth? Let’s dive into his recent report and see what he sees as TSLA stock’s future drivers in the post-split market.TSLA Stock: Dan Ives’ Bullish ThesisIn a report issued yesterday, Ives and fellow analyst John Katsingrismade the case for why they believe TSLA stock will rise in the coming quarters. Prior to the split, both analysts had set a price target of $1,000 for TSLA stock, which they adjusted to $333 to reflect the split basis price.While both analysts see the split as being a positive growth catalyst for TSLA, they have also identified another factor that they predict will boost shares as well. Production in China is increasing as well as at other Tesla gigafactories. As the report notes,“China production ramping after a brutal 2Q.After brutal shutdowns in April/May due to the zero Covid policy, we are now seeing unprecedented Model Y production in China after factory upgrades with Musk & Co. on a pace to produce over 1 million vehicles annually out of this key product artery.Demand is not the problem for Tesla, but supply has been and is now clearly on an upward trajectory.“The final sentence of that paragraph highlights the central thesis of the bullish Tesla case. Tesla has seen demand rise throughout the year but has found it difficult to keep pace due to supply chain constraints. If Ives and Katsingris are correct, though, that tide may finally be shifting in Tesla’s favor. Electrek recently reported that “Tesla has managed to cut Model 3 and Model Y delivery times in China, an important market for the automaker, after upgrading Gigafactory Shanghai to add more production capacity.” This further supports the claims made by the Wedbush team that Tesla is successfully ramping up production in Shanghai, a key step if it wants to maintain its share of the global EV market.Just how much do Ives and Katsingris think Tesla can grow? They answered that as well. “For 2023 we believe 2 million deliveries potential and massive production capacity will be a significant advantage for Tesla in this EV arms race with competition coming from every angle and geography.”Green Tidal WaveUltimately, the case made by the Wedbush team traces back to the looming green energy revolution. Ives and Katsingris see Tesla at the center of this industry transformation, which they expect to see play out over the coming decade. The “green tidal wave is a major trend we expect to play out across the industry over the next decade and represents the biggest transformation to the auto industry since the 1950’s,” the report notes.If the green tidal wave is coming — and the recent$370 billion climate bill certainly suggests that it is — Tesla is well equipped to lead the charge. By that logic, investors can expect to see TSLA stock continue rising as the world continues shifting toward a greener future, particularly if the company can continue successfully scaling production.","news_type":1},"isVote":1,"tweetType":1,"viewCount":192,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9029137541,"gmtCreate":1652745979583,"gmtModify":1676535152076,"author":{"id":"3586485210826750","authorId":"3586485210826750","name":"TKPK","avatar":"https://community-static.tradeup.com/news/e250d1041115e1fb98d4fee161bc044a","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3586485210826750","authorIdStr":"3586485210826750"},"themes":[],"htmlText":"👍👍👍","listText":"👍👍👍","text":"👍👍👍","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9029137541","repostId":"2236384250","repostType":4,"repost":{"id":"2236384250","kind":"highlight","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":1652744255,"share":"https://ttm.financial/m/news/2236384250?lang=&edition=fundamental","pubTime":"2022-05-17 07:37","market":"us","language":"en","title":"Buffett's Berkshire Buys Citigroup and Several Other Stocks, Slashes Verizon","url":"https://stock-news.laohu8.com/highlight/detail?id=2236384250","media":"Reuters","summary":"Berkshire Hathaway Inc on Monday said it added new investments in $Citigroup Inc(C-N)$ and several o","content":"<html><head></head><body><p>Berkshire Hathaway Inc on Monday said it added new investments in $Citigroup Inc(C-N)$ and several other companies in the first quarter, as Warren Buffett&#39;s conglomerate took advantage of volatile stock markets to invest $51.1 billion that had largely been sitting in cash.</p><p>In a regulatory filing describing its U.S.-listed equity investments as of March 31, Berkshire reported new stakes in <a href=\"https://laohu8.com/S/GOM\">Ally Financial</a> Inc, chemicals and specialty materials company Celanese Corp, insurance holding company <a href=\"https://laohu8.com/S/MKL\">Markel Corp</a>, drug distributor McKesson Corp and <a href=\"https://laohu8.com/S/PARA\">Paramount Global</a>, formerly known as ViacomCBS.</p><p>Omaha, Nebraska-based Berkshire said it sold nearly all of an $8.3 billion stake in Verizon Communications Inc that it had amassed in late 2020.</p><p>Berkshire also finally exited Wells Fargo &amp; Co, a 33-year-old investment that Buffett soured on after finding it too slow to address revelations that employees had mistreated customers, including by opening unwanted accounts.</p><p>Buffett&#39;s company ended March with $106.3 billion of cash and equivalents, down from a near-record $146.7 billion three months earlier, largely reflecting the new investments.</p><p>These included previously disclosed stakes in Chevron Corp and Occidental Petroleum Corp, computer and printer maker HP Inc and video game maker Activision Blizzard Inc, the latter an arbitrage bet.</p><p>Stock sales totaled $9.7 billion, and also included drugmakers AbbVie Inc and Bristol-Myers Squibb Co .</p><p>Citigroup, where Berkshire invested nearly $3 billion, has embarked on a multiyear plan to boost performance and a share price that in recent years has lagged larger rivals JPMorgan Chase &amp; Co and $Bank of America Corp(BAC-N)$, the latter a major Berkshire investment.</p><p>Some investors have described Markel as a small-scale version of Berkshire, and Buffett in March committed $11.6 billion to buy another insurance holding company fitting that description, <a href=\"https://laohu8.com/S/Y\">Alleghany Corp</a>.</p><p>Berkshire also owns several companies specializing in Celanese&#39;s sectors.</p><p>Monday&#39;s filing does not say which investments were made by Buffett and his portfolio managers Todd Combs and Ted Weschler.</p><p>Most large Berkshire investments are Buffett&#39;s. Stock prices often rise after Berkshire reveals new stakes because investors view the investments as a stamp of approval.</p><p>At Berkshire&#39;s annual meeting on April 30, Buffett said investors were too focused on flashy stocks, causing markets at times to resemble a casino, allowing him to focus on stocks that Berkshire understands and which add value.</p><p>Analysts have also viewed Chevron and Occidental as a way for Berkshire to benefit from rising oil prices following Russia&#39;s invasion of Ukraine.</p><p>&#34;I wish the rest of the world worked as well as our big oil companies,&#34; Berkshire Vice Chairman Charlie Munger said at the annual meeting.</p><p>More than three-fourths of Berkshire&#39;s $390.5 billion equity portfolio on March 31 was in American Express Co, Apple Inc, Bank of America, Chevron, Coca-Cola Co and Kraft Heinz Co. Berkshire owned 26.6% of Kraft Heinz.</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>Buffett's Berkshire Buys Citigroup and Several Other Stocks, Slashes Verizon</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\">\nBuffett's Berkshire Buys Citigroup and Several Other Stocks, Slashes Verizon\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\">2022-05-17 07:37</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Berkshire Hathaway Inc on Monday said it added new investments in $Citigroup Inc(C-N)$ and several other companies in the first quarter, as Warren Buffett&#39;s conglomerate took advantage of volatile stock markets to invest $51.1 billion that had largely been sitting in cash.</p><p>In a regulatory filing describing its U.S.-listed equity investments as of March 31, Berkshire reported new stakes in <a href=\"https://laohu8.com/S/GOM\">Ally Financial</a> Inc, chemicals and specialty materials company Celanese Corp, insurance holding company <a href=\"https://laohu8.com/S/MKL\">Markel Corp</a>, drug distributor McKesson Corp and <a href=\"https://laohu8.com/S/PARA\">Paramount Global</a>, formerly known as ViacomCBS.</p><p>Omaha, Nebraska-based Berkshire said it sold nearly all of an $8.3 billion stake in Verizon Communications Inc that it had amassed in late 2020.</p><p>Berkshire also finally exited Wells Fargo &amp; Co, a 33-year-old investment that Buffett soured on after finding it too slow to address revelations that employees had mistreated customers, including by opening unwanted accounts.</p><p>Buffett&#39;s company ended March with $106.3 billion of cash and equivalents, down from a near-record $146.7 billion three months earlier, largely reflecting the new investments.</p><p>These included previously disclosed stakes in Chevron Corp and Occidental Petroleum Corp, computer and printer maker HP Inc and video game maker Activision Blizzard Inc, the latter an arbitrage bet.</p><p>Stock sales totaled $9.7 billion, and also included drugmakers AbbVie Inc and Bristol-Myers Squibb Co .</p><p>Citigroup, where Berkshire invested nearly $3 billion, has embarked on a multiyear plan to boost performance and a share price that in recent years has lagged larger rivals JPMorgan Chase &amp; Co and $Bank of America Corp(BAC-N)$, the latter a major Berkshire investment.</p><p>Some investors have described Markel as a small-scale version of Berkshire, and Buffett in March committed $11.6 billion to buy another insurance holding company fitting that description, <a href=\"https://laohu8.com/S/Y\">Alleghany Corp</a>.</p><p>Berkshire also owns several companies specializing in Celanese&#39;s sectors.</p><p>Monday&#39;s filing does not say which investments were made by Buffett and his portfolio managers Todd Combs and Ted Weschler.</p><p>Most large Berkshire investments are Buffett&#39;s. Stock prices often rise after Berkshire reveals new stakes because investors view the investments as a stamp of approval.</p><p>At Berkshire&#39;s annual meeting on April 30, Buffett said investors were too focused on flashy stocks, causing markets at times to resemble a casino, allowing him to focus on stocks that Berkshire understands and which add value.</p><p>Analysts have also viewed Chevron and Occidental as a way for Berkshire to benefit from rising oil prices following Russia&#39;s invasion of Ukraine.</p><p>&#34;I wish the rest of the world worked as well as our big oil companies,&#34; Berkshire Vice Chairman Charlie Munger said at the annual meeting.</p><p>More than three-fourths of Berkshire&#39;s $390.5 billion equity portfolio on March 31 was in American Express Co, Apple Inc, Bank of America, Chevron, Coca-Cola Co and Kraft Heinz Co. Berkshire owned 26.6% of Kraft Heinz.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4566":"资本集团","VZ":"威瑞森","BK4207":"综合性银行","CVX":"雪佛龙","BK4534":"瑞士信贷持仓","C":"花旗","BK4504":"桥水持仓"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2236384250","content_text":"Berkshire Hathaway Inc on Monday said it added new investments in $Citigroup Inc(C-N)$ and several other companies in the first quarter, as Warren Buffett's conglomerate took advantage of volatile stock markets to invest $51.1 billion that had largely been sitting in cash.In a regulatory filing describing its U.S.-listed equity investments as of March 31, Berkshire reported new stakes in Ally Financial Inc, chemicals and specialty materials company Celanese Corp, insurance holding company Markel Corp, drug distributor McKesson Corp and Paramount Global, formerly known as ViacomCBS.Omaha, Nebraska-based Berkshire said it sold nearly all of an $8.3 billion stake in Verizon Communications Inc that it had amassed in late 2020.Berkshire also finally exited Wells Fargo & Co, a 33-year-old investment that Buffett soured on after finding it too slow to address revelations that employees had mistreated customers, including by opening unwanted accounts.Buffett's company ended March with $106.3 billion of cash and equivalents, down from a near-record $146.7 billion three months earlier, largely reflecting the new investments.These included previously disclosed stakes in Chevron Corp and Occidental Petroleum Corp, computer and printer maker HP Inc and video game maker Activision Blizzard Inc, the latter an arbitrage bet.Stock sales totaled $9.7 billion, and also included drugmakers AbbVie Inc and Bristol-Myers Squibb Co .Citigroup, where Berkshire invested nearly $3 billion, has embarked on a multiyear plan to boost performance and a share price that in recent years has lagged larger rivals JPMorgan Chase & Co and $Bank of America Corp(BAC-N)$, the latter a major Berkshire investment.Some investors have described Markel as a small-scale version of Berkshire, and Buffett in March committed $11.6 billion to buy another insurance holding company fitting that description, Alleghany Corp.Berkshire also owns several companies specializing in Celanese's sectors.Monday's filing does not say which investments were made by Buffett and his portfolio managers Todd Combs and Ted Weschler.Most large Berkshire investments are Buffett's. Stock prices often rise after Berkshire reveals new stakes because investors view the investments as a stamp of approval.At Berkshire's annual meeting on April 30, Buffett said investors were too focused on flashy stocks, causing markets at times to resemble a casino, allowing him to focus on stocks that Berkshire understands and which add value.Analysts have also viewed Chevron and Occidental as a way for Berkshire to benefit from rising oil prices following Russia's invasion of Ukraine.\"I wish the rest of the world worked as well as our big oil companies,\" Berkshire Vice Chairman Charlie Munger said at the annual meeting.More than three-fourths of Berkshire's $390.5 billion equity portfolio on March 31 was in American Express Co, Apple Inc, Bank of America, Chevron, Coca-Cola Co and Kraft Heinz Co. Berkshire owned 26.6% of Kraft Heinz.","news_type":1},"isVote":1,"tweetType":1,"viewCount":36,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9075744941,"gmtCreate":1658272949583,"gmtModify":1676536130590,"author":{"id":"3586485210826750","authorId":"3586485210826750","name":"TKPK","avatar":"https://community-static.tradeup.com/news/e250d1041115e1fb98d4fee161bc044a","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3586485210826750","authorIdStr":"3586485210826750"},"themes":[],"htmlText":"It has been sleeping for too long&nbsp;[smile]&nbsp;[smile]&nbsp;","listText":"It has been sleeping for too long&nbsp;[smile]&nbsp;[smile]&nbsp;","text":"It has been sleeping for too long [smile] [smile]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":1,"link":"https://ttm.financial/post/9075744941","repostId":"1128013391","repostType":4,"repost":{"id":"1128013391","kind":"news","pubTimestamp":1658240028,"share":"https://ttm.financial/m/news/1128013391?lang=&edition=fundamental","pubTime":"2022-07-19 22:13","market":"us","language":"en","title":"Alibaba: The Dragon Is Set To Awake Soon","url":"https://stock-news.laohu8.com/highlight/detail?id=1128013391","media":"seekingalpha","summary":"SummaryAlibaba was handed new regulatory fines for disclosure violations last week, reminding invest","content":"<html><head></head><body><p><b>Summary</b></p><ul><li>Alibaba was handed new regulatory fines for disclosure violations last week, reminding investors that regulatory risks have not disappeared from the landscape.</li><li>After the announcement of new fines, shares of Alibaba plunged 15%.</li><li>However, Alibaba&#39;s e-Commerce performance going forward may be better than expected as COVID-19 lockdowns get gradually lifted.</li><li>Certain segments in Alibaba’s domestic e-Commerce business, like direct sales and wholesale, are still seeing growth momentum.</li><li>Alibaba remains massively undervalued based on the growth prospects in China&#39;s e-Commerce market.</li></ul><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/77b887b51b51f300ef64a42a227dcdff\" tg-width=\"1080\" tg-height=\"720\" referrerpolicy=\"no-referrer\"/><span>Andrew Burton</span></p><p>It is difficult to make the case for investing in Alibaba (NYSE:BABA) given the headlines of the last year or so: Government crackdowns and a slowing e-Commerce business have driven shares of Alibaba into a long-term down-trend. Justlast week, Alibaba and Tencent (OTCPK:TCEHY) were fined for violations of disclosure regulations by China’s anti-monopoly agency which drove a new sell-off in shares of Chinese tech companies.</p><p>I last analysed Alibaba in May. I added to my pile of Alibaba’s shares, however, and expect the e-Commerce company to submit a strong earnings card for FQ1’23 in August.</p><p><b>New round of fines for large Chinese tech companies</b></p><p>Last week, China’s anti-trust regulators reminded investors once again that Chinese companies remain in their cross hairs when they fined Alibaba and Tencent for violations of disclosure rules. The State Administration for Market Regulation/SAMR, which is China’s anti-monopoly agency tasked with overseeing mergers and acquisition deals, said that 28 deals violated its disclosure rules, including five from Alibaba, 12 from Tencent and 4 from Didi Global (OTCPK:DIDIY). Fines for reported disclosure violations were 500,000 yuan (US$74,600) per case which is the maximum amount the State Administration for Market regulation can impose. Alibaba was also fined for its investment in Youku Tudou, a video streaming platform into which Alibaba invested $1.2B back in 2014. After the transaction, Youku Tudou became a subsidiary of Alibaba Group Holding Limited.</p><p>After new fines on Chinese tech companies were disclosed to the public, shares of the affected companies plunged with Alibaba crashing the most. This sell-off creates a new buying opportunity for investors that like to focus more on the fundamentals of the businesses in question instead of the latest regulatory actions.</p><p><img src=\"https://static.tigerbbs.com/5bf26bb44feeb3e1ae51093c8b212e44\" tg-width=\"635\" tg-height=\"450\" referrerpolicy=\"no-referrer\"/></p><p>While the absolute USD amount of the imposed fines is negligible, it shows that the anti-monopoly agency continues to review Alibaba’s past acquisitions and new fines remain a risk going forward. However, the new down-leg in Alibaba’s shares creates a new opportunity to buy Alibaba as the company will soon report earnings for its first fiscal quarter in FY 2023.</p><p>Alibaba will submit its earnings card for FQ1’23 in August and the company could do better than expected. This is because earnings expectations are very, very low which creates a low bar for Alibaba. Earnings estimates have been lowered seven times in the last 90 days and the market currently only expects $1.57 in EPS, implying a 39% year over year decline.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/9859ed387dc93ce5ea3521788e84f556\" tg-width=\"640\" tg-height=\"234\" referrerpolicy=\"no-referrer\"/><span>Seeking Alpha</span></p><p><b>Why Alibaba&#39;s Commerce performance may be set to improve</b></p><p>China’s economic activity has slowed down in the first half of the year, largely because of new COVID-19 lockdowns that suppressed commerce. Strict lockdown measures greatly affected the economy: it grew at only 2.5% in the first six months of the year which is a weak growth rate for a country that until the pandemic grew at rates of about 6% annually.</p><p>I believe, however, as the Chinese economy emerges from its lockdown state, that Alibaba’s overall financial performance is set to improve. While the slowdown in the economy will take time to gain momentum, stronger economic growth and an improving outlook for consumer spending could drive Alibaba’s e-Commerce results going forward.</p><p>While COVID-19 lockdowns hurt China’s economic performance in the short term, and Alibaba’s sales, the long term outlook for China’s e-Commerce market is extremely positive: China&#39;s retail e-Commerce sales are expected to more than double from FY 2019 levels to $3.8T by FY 2025.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/de51cc71edd3017cc209bc885f2f57d7\" tg-width=\"1280\" tg-height=\"1329\" referrerpolicy=\"no-referrer\"/><span>eMarketer</span></p><p>E-Commerce sales in China contribute 69% of Alibaba’s total sales, so no market is more important to Alibaba&#39;s growth prospects than China. Alibaba has seen a serious slowdown in e-Commerce growth rates in the last quarter --- Alibaba&#39;s domestic and international e-Commerce businesses saw only 8% and 7% year over year revenue growth -- but this trend could reverse in the second half of the year if China gets a grip on its COVID-19 situation and releases large city populations in Beijing and Shanghai out of COVID lockdowns.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/c1b75138e34865e1c34f0238048d5fb3\" tg-width=\"950\" tg-height=\"381\" referrerpolicy=\"no-referrer\"/><span>Alibaba</span></p><p>But even within the challenged domestic e-Commerce segment, there are bright spots for Alibaba. Direct sales and China’s e-Commerce wholesale business still have momentum and grew their top lines at 14% and 30% year over year in FQ4’21, chiefly because of the roll-out of value-added services and higher revenues from Alibaba-owned business-to-consumer brands like Freshippo and Tmall Supermarket.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/cc81d5802b7f195078bf311072f6f7d0\" tg-width=\"937\" tg-height=\"262\" referrerpolicy=\"no-referrer\"/><span>Alibaba</span></p><p><b>Alibaba&#39;s valuation got another discount last week</b></p><p>It is hard to argue with Alibaba’s low valuation: the company appears undervalued by every metric in the book, but of course there have been good reasons for that. Because of the recent crackdown on big Chinese companies, valuation ratios for Alibaba have further improved.</p><p>Shares of Alibaba now sell for 11.7 X earnings and 1.8 X sales (FY 2023), indicating that Alibaba remains significantly undervalued given the e-Commerce opportunity in China.</p><p><img src=\"https://static.tigerbbs.com/838ad34a6ddef0058d83ea7f46ee35ec\" tg-width=\"635\" tg-height=\"447\" referrerpolicy=\"no-referrer\"/></p><p><b>Risks with Alibaba</b></p><p>The real risk for Alibaba is represented by the enormous power China&#39;s anti-trust agencies have. While recent fines were not really damaging financially, a new crackdown can always occur. Authorities also have the power to decide what will happen to Alibaba-owned Ant Group, which owns the world’s largest mobile payment platform.</p><p>Regarding commercial risks, I believe a massive new lockdown campaign could set back Alibaba&#39;s recovery as well as the recovery of the Chinese economy. What would change my opinion about Alibaba is if the company were to see a dramatic slowdown in its core businesses or was forced by regulators to sell off company assets.</p><p><b>Final thoughts</b></p><p>The Chinese economy has been weighed down by widespread COVID-19 lockdowns in the first half of 2022 which took a toll on the Chinese economy as well as on Alibaba’s top line growth. New fines imposed on Alibaba last week didn’t help sentiment.</p><p>But as China’s economy emerges from its lockdown state, a powerful economic force could be unleashed that finds its outlet in higher consumer spending and stronger e-Commerce sales for Alibaba. Since earnings estimates have trended down hard in the last couple of months and because predictions for FQ1’23 are low, Alibaba is a buy heading into earnings. I believe the Alibaba dragon will soon awaken from its sleep and shares could be pushed into a new up-leg!</p></body></html>","source":"seekingalpha","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Alibaba: The Dragon Is Set To Awake Soon</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nAlibaba: The Dragon Is Set To Awake Soon\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-07-19 22:13 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4524101-alibaba-stock-buy-heading-into-earnings?source=content_type%3Areact%7Cfirst_level_url%3Ahome%7Csection%3Aportfolio%7Csection_asset%3Aheadlines%7Cline%3A2><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryAlibaba was handed new regulatory fines for disclosure violations last week, reminding investors that regulatory risks have not disappeared from the landscape.After the announcement of new ...</p>\n\n<a href=\"https://seekingalpha.com/article/4524101-alibaba-stock-buy-heading-into-earnings?source=content_type%3Areact%7Cfirst_level_url%3Ahome%7Csection%3Aportfolio%7Csection_asset%3Aheadlines%7Cline%3A2\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"09988":"阿里巴巴-W","BABA":"阿里巴巴"},"source_url":"https://seekingalpha.com/article/4524101-alibaba-stock-buy-heading-into-earnings?source=content_type%3Areact%7Cfirst_level_url%3Ahome%7Csection%3Aportfolio%7Csection_asset%3Aheadlines%7Cline%3A2","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"1128013391","content_text":"SummaryAlibaba was handed new regulatory fines for disclosure violations last week, reminding investors that regulatory risks have not disappeared from the landscape.After the announcement of new fines, shares of Alibaba plunged 15%.However, Alibaba's e-Commerce performance going forward may be better than expected as COVID-19 lockdowns get gradually lifted.Certain segments in Alibaba’s domestic e-Commerce business, like direct sales and wholesale, are still seeing growth momentum.Alibaba remains massively undervalued based on the growth prospects in China's e-Commerce market.Andrew BurtonIt is difficult to make the case for investing in Alibaba (NYSE:BABA) given the headlines of the last year or so: Government crackdowns and a slowing e-Commerce business have driven shares of Alibaba into a long-term down-trend. Justlast week, Alibaba and Tencent (OTCPK:TCEHY) were fined for violations of disclosure regulations by China’s anti-monopoly agency which drove a new sell-off in shares of Chinese tech companies.I last analysed Alibaba in May. I added to my pile of Alibaba’s shares, however, and expect the e-Commerce company to submit a strong earnings card for FQ1’23 in August.New round of fines for large Chinese tech companiesLast week, China’s anti-trust regulators reminded investors once again that Chinese companies remain in their cross hairs when they fined Alibaba and Tencent for violations of disclosure rules. The State Administration for Market Regulation/SAMR, which is China’s anti-monopoly agency tasked with overseeing mergers and acquisition deals, said that 28 deals violated its disclosure rules, including five from Alibaba, 12 from Tencent and 4 from Didi Global (OTCPK:DIDIY). Fines for reported disclosure violations were 500,000 yuan (US$74,600) per case which is the maximum amount the State Administration for Market regulation can impose. Alibaba was also fined for its investment in Youku Tudou, a video streaming platform into which Alibaba invested $1.2B back in 2014. After the transaction, Youku Tudou became a subsidiary of Alibaba Group Holding Limited.After new fines on Chinese tech companies were disclosed to the public, shares of the affected companies plunged with Alibaba crashing the most. This sell-off creates a new buying opportunity for investors that like to focus more on the fundamentals of the businesses in question instead of the latest regulatory actions.While the absolute USD amount of the imposed fines is negligible, it shows that the anti-monopoly agency continues to review Alibaba’s past acquisitions and new fines remain a risk going forward. However, the new down-leg in Alibaba’s shares creates a new opportunity to buy Alibaba as the company will soon report earnings for its first fiscal quarter in FY 2023.Alibaba will submit its earnings card for FQ1’23 in August and the company could do better than expected. This is because earnings expectations are very, very low which creates a low bar for Alibaba. Earnings estimates have been lowered seven times in the last 90 days and the market currently only expects $1.57 in EPS, implying a 39% year over year decline.Seeking AlphaWhy Alibaba's Commerce performance may be set to improveChina’s economic activity has slowed down in the first half of the year, largely because of new COVID-19 lockdowns that suppressed commerce. Strict lockdown measures greatly affected the economy: it grew at only 2.5% in the first six months of the year which is a weak growth rate for a country that until the pandemic grew at rates of about 6% annually.I believe, however, as the Chinese economy emerges from its lockdown state, that Alibaba’s overall financial performance is set to improve. While the slowdown in the economy will take time to gain momentum, stronger economic growth and an improving outlook for consumer spending could drive Alibaba’s e-Commerce results going forward.While COVID-19 lockdowns hurt China’s economic performance in the short term, and Alibaba’s sales, the long term outlook for China’s e-Commerce market is extremely positive: China's retail e-Commerce sales are expected to more than double from FY 2019 levels to $3.8T by FY 2025.eMarketerE-Commerce sales in China contribute 69% of Alibaba’s total sales, so no market is more important to Alibaba's growth prospects than China. Alibaba has seen a serious slowdown in e-Commerce growth rates in the last quarter --- Alibaba's domestic and international e-Commerce businesses saw only 8% and 7% year over year revenue growth -- but this trend could reverse in the second half of the year if China gets a grip on its COVID-19 situation and releases large city populations in Beijing and Shanghai out of COVID lockdowns.AlibabaBut even within the challenged domestic e-Commerce segment, there are bright spots for Alibaba. Direct sales and China’s e-Commerce wholesale business still have momentum and grew their top lines at 14% and 30% year over year in FQ4’21, chiefly because of the roll-out of value-added services and higher revenues from Alibaba-owned business-to-consumer brands like Freshippo and Tmall Supermarket.AlibabaAlibaba's valuation got another discount last weekIt is hard to argue with Alibaba’s low valuation: the company appears undervalued by every metric in the book, but of course there have been good reasons for that. Because of the recent crackdown on big Chinese companies, valuation ratios for Alibaba have further improved.Shares of Alibaba now sell for 11.7 X earnings and 1.8 X sales (FY 2023), indicating that Alibaba remains significantly undervalued given the e-Commerce opportunity in China.Risks with AlibabaThe real risk for Alibaba is represented by the enormous power China's anti-trust agencies have. While recent fines were not really damaging financially, a new crackdown can always occur. Authorities also have the power to decide what will happen to Alibaba-owned Ant Group, which owns the world’s largest mobile payment platform.Regarding commercial risks, I believe a massive new lockdown campaign could set back Alibaba's recovery as well as the recovery of the Chinese economy. What would change my opinion about Alibaba is if the company were to see a dramatic slowdown in its core businesses or was forced by regulators to sell off company assets.Final thoughtsThe Chinese economy has been weighed down by widespread COVID-19 lockdowns in the first half of 2022 which took a toll on the Chinese economy as well as on Alibaba’s top line growth. New fines imposed on Alibaba last week didn’t help sentiment.But as China’s economy emerges from its lockdown state, a powerful economic force could be unleashed that finds its outlet in higher consumer spending and stronger e-Commerce sales for Alibaba. Since earnings estimates have trended down hard in the last couple of months and because predictions for FQ1’23 are low, Alibaba is a buy heading into earnings. I believe the Alibaba dragon will soon awaken from its sleep and shares could be pushed into a new up-leg!","news_type":1},"isVote":1,"tweetType":1,"viewCount":44,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9044338343,"gmtCreate":1656714322882,"gmtModify":1676535880060,"author":{"id":"3586485210826750","authorId":"3586485210826750","name":"TKPK","avatar":"https://community-static.tradeup.com/news/e250d1041115e1fb98d4fee161bc044a","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3586485210826750","authorIdStr":"3586485210826750"},"themes":[],"htmlText":"Nice 👌&nbsp;","listText":"Nice 👌&nbsp;","text":"Nice 👌","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9044338343","repostId":"2247888600","repostType":4,"repost":{"id":"2247888600","kind":"highlight","pubTimestamp":1656687794,"share":"https://ttm.financial/m/news/2247888600?lang=&edition=fundamental","pubTime":"2022-07-01 23:03","market":"us","language":"en","title":"S&P 500 Bear Market: Warren Buffett's 2008 Advice Still Holds True","url":"https://stock-news.laohu8.com/highlight/detail?id=2247888600","media":"Motley Fool","summary":"Here's what history can teach us about the current market downturn.","content":"<html><head></head><body><p><b>KEY POINTS</b></p><ul><li>No two bear markets are identical, but they are similar in many ways.</li><li>Warren Buffett&#39;s advice from 2008 can provide insight into the current market slump.</li><li>The right strategy can protect your money as much as possible.</li></ul><p>It&#39;s not an easy time to be an investor right now. Stock prices have plummeted over the last six months, and many Americans are worried that a recession could be looming. Nobody knows when the market will bottom out or how long it might take to recover, which only adds to many investors&#39; concerns.</p><p>Sometimes, though, looking back on previous downturns can make it easier to get through the current one. Back in 2008, at the height of the Great Recession, Warren Buffett wrote an opinion piece for <i>TheNew York Times.</i> His advice is just as relevant today, and it could help make this downturn more bearable.</p><p><b>Bear markets are buying opportunities</b></p><p>It may seem counterintuitive to invest when stock prices are at their lowest. But Buffett has long encouraged investors to buy during downturns to take advantage of the inevitable upswing. In the 2008 <i>New York Times</i> piece, he said, &#34;In short, bad news is an investor&#39;s best friend. It lets you buy a slice of America&#39;s future at a marked-down price.&#34;</p><p>Back in 2008, nobody knew what would happen with the market. The country was experiencing one of the worst economic downturns in history, and it was tough for investors to stay optimistic.</p><p>However, after stock prices hit rock bottom in March 2009, the <b>S&amp;P 500</b> saw returns of nearly 70% over just the following year. The best way to earn those types of returns is to invest when the market is at its worst and simply wait it out.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/00b476677a78f440603962e0b2becb65\" tg-width=\"720\" tg-height=\"410\" referrerpolicy=\"no-referrer\"/><span>^SPX data by YCharts</span></p><p>Of course, every bear market is different, and there are no guarantees that the S&amp;P 500 will see similar gains after this slump. But the market will recover eventually, and by investing now, you can take advantage of the inevitable rebound.</p><p><b>Keeping a long-term outlook</b></p><p>Investing when prices are low is only one part of the equation. It&#39;s also critical to hold those investments for at least several years as the market recovers.</p><p>Back in 2008, Buffett emphasized that while he couldn&#39;t say how the market would perform over the short term, he was confident stock prices would rebound. And when they did, those who stayed in the market saw the biggest payoffs. He said at the time: &#34;[B]usinesses will indeed suffer earnings hiccups, as they always have. But most major companies will be setting new profit records five, 10 and 20 years from now.&#34;</p><p>Again, the current bear market is different from the Great Recession in many ways, so the recovery may look different than it did a decade ago. But historically, every single bear market has eventually given way to a bull market, and long-term investors have reaped the rewards.</p><p><b>Patience pays off</b></p><p>It&#39;s not easy to invest right now, and this downturn has shaken even experienced investors. But if previous sell-offs have taught us anything, it&#39;s that the market can recover from just about anything. That means those with the most patience will be rewarded over time.</p><p>Every market downturn will be different, but the overall lessons are the same. If you can afford it, continuing to invest right now will pay off down the road. And by maintaining a long-term outlook and investing in strong companies, you&#39;ll be on your way to building lifelong wealth in the stock market.</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>S&P 500 Bear Market: Warren Buffett's 2008 Advice Still Holds True</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\">\nS&P 500 Bear Market: Warren Buffett's 2008 Advice Still Holds True\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-07-01 23:03 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2022/06/30/sp-500-bear-market-warren-buffetts-2008-advice-sti/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>KEY POINTSNo two bear markets are identical, but they are similar in many ways.Warren Buffett's advice from 2008 can provide insight into the current market slump.The right strategy can protect your ...</p>\n\n<a href=\"https://www.fool.com/investing/2022/06/30/sp-500-bear-market-warren-buffetts-2008-advice-sti/\">Web Link</a>\n\n</div>\n\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":"https://www.fool.com/investing/2022/06/30/sp-500-bear-market-warren-buffetts-2008-advice-sti/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2247888600","content_text":"KEY POINTSNo two bear markets are identical, but they are similar in many ways.Warren Buffett's advice from 2008 can provide insight into the current market slump.The right strategy can protect your money as much as possible.It's not an easy time to be an investor right now. Stock prices have plummeted over the last six months, and many Americans are worried that a recession could be looming. Nobody knows when the market will bottom out or how long it might take to recover, which only adds to many investors' concerns.Sometimes, though, looking back on previous downturns can make it easier to get through the current one. Back in 2008, at the height of the Great Recession, Warren Buffett wrote an opinion piece for TheNew York Times. His advice is just as relevant today, and it could help make this downturn more bearable.Bear markets are buying opportunitiesIt may seem counterintuitive to invest when stock prices are at their lowest. But Buffett has long encouraged investors to buy during downturns to take advantage of the inevitable upswing. In the 2008 New York Times piece, he said, \"In short, bad news is an investor's best friend. It lets you buy a slice of America's future at a marked-down price.\"Back in 2008, nobody knew what would happen with the market. The country was experiencing one of the worst economic downturns in history, and it was tough for investors to stay optimistic.However, after stock prices hit rock bottom in March 2009, the S&P 500 saw returns of nearly 70% over just the following year. The best way to earn those types of returns is to invest when the market is at its worst and simply wait it out.^SPX data by YChartsOf course, every bear market is different, and there are no guarantees that the S&P 500 will see similar gains after this slump. But the market will recover eventually, and by investing now, you can take advantage of the inevitable rebound.Keeping a long-term outlookInvesting when prices are low is only one part of the equation. It's also critical to hold those investments for at least several years as the market recovers.Back in 2008, Buffett emphasized that while he couldn't say how the market would perform over the short term, he was confident stock prices would rebound. And when they did, those who stayed in the market saw the biggest payoffs. He said at the time: \"[B]usinesses will indeed suffer earnings hiccups, as they always have. But most major companies will be setting new profit records five, 10 and 20 years from now.\"Again, the current bear market is different from the Great Recession in many ways, so the recovery may look different than it did a decade ago. But historically, every single bear market has eventually given way to a bull market, and long-term investors have reaped the rewards.Patience pays offIt's not easy to invest right now, and this downturn has shaken even experienced investors. But if previous sell-offs have taught us anything, it's that the market can recover from just about anything. That means those with the most patience will be rewarded over time.Every market downturn will be different, but the overall lessons are the same. If you can afford it, continuing to invest right now will pay off down the road. And by maintaining a long-term outlook and investing in strong companies, you'll be on your way to building lifelong wealth in the stock market.","news_type":1},"isVote":1,"tweetType":1,"viewCount":136,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9024650804,"gmtCreate":1653869334209,"gmtModify":1676535353185,"author":{"id":"3586485210826750","authorId":"3586485210826750","name":"TKPK","avatar":"https://community-static.tradeup.com/news/e250d1041115e1fb98d4fee161bc044a","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3586485210826750","authorIdStr":"3586485210826750"},"themes":[],"htmlText":"👌👌","listText":"👌👌","text":"👌👌","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9024650804","repostId":"2239733199","repostType":4,"repost":{"id":"2239733199","kind":"highlight","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":1653865624,"share":"https://ttm.financial/m/news/2239733199?lang=&edition=fundamental","pubTime":"2022-05-30 07:07","market":"us","language":"en","title":"GameStop, Salesforce, Netflix, Alphabet, Nvidia, and Other Stocks for Investors to Watch This Week","url":"https://stock-news.laohu8.com/highlight/detail?id=2239733199","media":"Dow Jones","summary":"By Nicholas Jasinski \n\n\n     U.S. stock and bond markets will be closed Monday for Memorial Day. A h","content":"<font class=\"NormalMinus1\" face=\"Arial\">\n<pre>\nBy Nicholas Jasinski \n</pre>\n<p>\n     U.S. stock and bond markets will be closed Monday for Memorial Day. A handful of major companies report later this week, with the economic-data highlight being jobs Friday. \n</p>\n<p>\n     HP and <a href=\"https://laohu8.com/S/CRM\">Salesforce</a>.com will report on Tuesday, followed by Chewy, GameStop, and Hewlett Packard Enterprise on Wednesday. CrowdStrike Holdings, Hormel Foods, Lululemon Athletica, and Okta will be Thursday's earnings highlights. \n</p>\n<p>\n     There are also several annual shareholders meetings scheduled for this week, including Alphabet, Comcast, and Walmart on Wednesday and Netflix, Nvidia, and <a href=\"https://laohu8.com/S/PYPL\">PayPal</a> Holdings on Thursday. \n</p>\n<p>\n     It will be a busier week for economic data. Friday will bring the jobs report for May from the Bureau of Labor Statistics. Economists' average forecast is for a gain of 317,500 nonfarm payrolls and for an unemployment rate of 3.5%. \n</p>\n<p>\n     Other data out this week will include the Conference Board's Consumer Confidence Index for May on Tuesday, followed by the ISM's Manufacturing Purchasing Managers' Index for May on Wednesday. The Services PMI for May will be out on Friday. \n</p>\n<p>\n     Monday 5/30 \n</p>\n<p>\n     Equity and fixed-income markets are closed in observance of Memorial Day. \n</p>\n<p>\n     Tuesday 5/31 \n</p>\n<p>\n     HP Inc. and Salesforce.com announce earnings. \n</p>\n<p>\n     The Institute for Supply Management releases its Chicago Business Barometer for May. Consensus estimate is for a 56.8 reading, slightly higher than April's 56.4. \n</p>\n<p>\n     The Conference Board releases its Consumer Confidence Index for May. Economists forecast a 4.7% month-over-month decline to 102. That would be the lowest figure for the index since February 2021. Retail spending has remained robust, even as consumer confidence has waned. \n</p>\n<p>\n     Wednesday 6/1 \n</p>\n<p>\n     Chewy, GameStop, Hewlett Packard Enterprise, NetApp, and PVH release quarterly results. \n</p>\n<p>\n     AmerisourceBergen, LKQ, and Paccar hold investor meetings. \n</p>\n<p>\n     Alphabet, Comcast, NXP Semiconductors, and Walmart host their annual shareholder meetings. \n</p>\n<p>\n     The Bureau of Labor Statistics releases its Job Openings and Labor Turnover Survey. Expectations are for 11.4 million job openings on the last business day of April, slightly fewer than the 11.55 million in March, which was a record. The labor market remains very tight, but more and more companies have recently announced layoffs or hiring freezes. Both Amazon.com and Walmart recently said that they were overstaffed. \n</p>\n<p>\n     The ISM releases its Manufacturing Purchasing Managers' Index for May. Consensus estimate is for a 54.8 reading, roughly even with the April figure, which was lowest since September 2020. \n</p>\n<p>\n     Thursday 6/2 \n</p>\n<p>\n     Cooper Cos., CrowdStrike Holdings, Hormel Foods, Lululemon Athletica, and Okta hold conference calls to discuss earnings. \n</p>\n<p>\n     Netflix, Nvidia, and PayPal Holdings have their annual meeting of shareholders. \n</p>\n<p>\n     ADP releases its National Employment Report for May. Private-sector employment is expected to have increased by 350,000 jobs after a gain of 247,000 in April. The private sector has added 1.1 million net jobs since the start of the pandemic, according to ADP. \n</p>\n<p>\n     Friday 6/3 \n</p>\n<p>\n     The BLS releases the jobs report for May. The economy is expected to add 317,500 nonfarm jobs, after a gain of 428,000 in April. The unemployment rate is seen edging down from 3.6% to 3.5%, which would match a half-century low. \n</p>\n<p>\n     Cigna hosts its 2022 investor day in New York. The company will update its financial outlook at the meeting. \n</p>\n<p>\n     ISM releases its Services Purchasing Managers' Index for May. Economists forecast a 56 reading, about <a href=\"https://laohu8.com/S/AONE.U\">one</a> point less than the April figure. \n</p>\n<p>\n     Write to Nicholas Jasinski at nicholas.jasinski@barrons.com \n</p>\n<pre>\n \n</pre>\n<p>\n  <a href=\"https://laohu8.com/S/END\">$(END)$</a> Dow Jones Newswires\n</p>\n<p>\n  May 31, 2022 08:33 ET (12:33 GMT)\n</p>\n<p>\n  Copyright (c) 2022 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>GameStop, Salesforce, Netflix, Alphabet, Nvidia, and Other Stocks for Investors to Watch 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\">\nGameStop, Salesforce, Netflix, Alphabet, Nvidia, and Other Stocks for Investors to Watch 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\">2022-05-30 07:07</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     U.S. stock and bond markets will be closed Monday for Memorial Day. A handful of major companies report later this week, with the economic-data highlight being jobs Friday. \n</p>\n<p>\n     HP and <a href=\"https://laohu8.com/S/CRM\">Salesforce</a>.com will report on Tuesday, followed by Chewy, GameStop, and Hewlett Packard Enterprise on Wednesday. CrowdStrike Holdings, Hormel Foods, Lululemon Athletica, and Okta will be Thursday's earnings highlights. \n</p>\n<p>\n     There are also several annual shareholders meetings scheduled for this week, including Alphabet, Comcast, and Walmart on Wednesday and Netflix, Nvidia, and <a href=\"https://laohu8.com/S/PYPL\">PayPal</a> Holdings on Thursday. \n</p>\n<p>\n     It will be a busier week for economic data. Friday will bring the jobs report for May from the Bureau of Labor Statistics. Economists' average forecast is for a gain of 317,500 nonfarm payrolls and for an unemployment rate of 3.5%. \n</p>\n<p>\n     Other data out this week will include the Conference Board's Consumer Confidence Index for May on Tuesday, followed by the ISM's Manufacturing Purchasing Managers' Index for May on Wednesday. The Services PMI for May will be out on Friday. \n</p>\n<p>\n     Monday 5/30 \n</p>\n<p>\n     Equity and fixed-income markets are closed in observance of Memorial Day. \n</p>\n<p>\n     Tuesday 5/31 \n</p>\n<p>\n     HP Inc. and Salesforce.com announce earnings. \n</p>\n<p>\n     The Institute for Supply Management releases its Chicago Business Barometer for May. Consensus estimate is for a 56.8 reading, slightly higher than April's 56.4. \n</p>\n<p>\n     The Conference Board releases its Consumer Confidence Index for May. Economists forecast a 4.7% month-over-month decline to 102. That would be the lowest figure for the index since February 2021. Retail spending has remained robust, even as consumer confidence has waned. \n</p>\n<p>\n     Wednesday 6/1 \n</p>\n<p>\n     Chewy, GameStop, Hewlett Packard Enterprise, NetApp, and PVH release quarterly results. \n</p>\n<p>\n     AmerisourceBergen, LKQ, and Paccar hold investor meetings. \n</p>\n<p>\n     Alphabet, Comcast, NXP Semiconductors, and Walmart host their annual shareholder meetings. \n</p>\n<p>\n     The Bureau of Labor Statistics releases its Job Openings and Labor Turnover Survey. Expectations are for 11.4 million job openings on the last business day of April, slightly fewer than the 11.55 million in March, which was a record. The labor market remains very tight, but more and more companies have recently announced layoffs or hiring freezes. Both Amazon.com and Walmart recently said that they were overstaffed. \n</p>\n<p>\n     The ISM releases its Manufacturing Purchasing Managers' Index for May. Consensus estimate is for a 54.8 reading, roughly even with the April figure, which was lowest since September 2020. \n</p>\n<p>\n     Thursday 6/2 \n</p>\n<p>\n     Cooper Cos., CrowdStrike Holdings, Hormel Foods, Lululemon Athletica, and Okta hold conference calls to discuss earnings. \n</p>\n<p>\n     Netflix, Nvidia, and PayPal Holdings have their annual meeting of shareholders. \n</p>\n<p>\n     ADP releases its National Employment Report for May. Private-sector employment is expected to have increased by 350,000 jobs after a gain of 247,000 in April. The private sector has added 1.1 million net jobs since the start of the pandemic, according to ADP. \n</p>\n<p>\n     Friday 6/3 \n</p>\n<p>\n     The BLS releases the jobs report for May. The economy is expected to add 317,500 nonfarm jobs, after a gain of 428,000 in April. The unemployment rate is seen edging down from 3.6% to 3.5%, which would match a half-century low. \n</p>\n<p>\n     Cigna hosts its 2022 investor day in New York. The company will update its financial outlook at the meeting. \n</p>\n<p>\n     ISM releases its Services Purchasing Managers' Index for May. Economists forecast a 56 reading, about <a href=\"https://laohu8.com/S/AONE.U\">one</a> point less than the April figure. \n</p>\n<p>\n     Write to Nicholas Jasinski at nicholas.jasinski@barrons.com \n</p>\n<pre>\n \n</pre>\n<p>\n  <a href=\"https://laohu8.com/S/END\">$(END)$</a> Dow Jones Newswires\n</p>\n<p>\n  May 31, 2022 08:33 ET (12:33 GMT)\n</p>\n<p>\n  Copyright (c) 2022 Dow Jones &amp; Company, Inc.\n</p>\n</font>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"HPE":"慧与科技","PCAR":"帕卡","HRL":"荷美尔","LULU":"lululemon athletica","NFLX":"奈飞","NVDA":"英伟达","GME":"游戏驿站","ISBC":"投资者银行"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2239733199","content_text":"By Nicholas Jasinski \n\n\n     U.S. stock and bond markets will be closed Monday for Memorial Day. A handful of major companies report later this week, with the economic-data highlight being jobs Friday. \n\n\n     HP and Salesforce.com will report on Tuesday, followed by Chewy, GameStop, and Hewlett Packard Enterprise on Wednesday. CrowdStrike Holdings, Hormel Foods, Lululemon Athletica, and Okta will be Thursday's earnings highlights. \n\n\n     There are also several annual shareholders meetings scheduled for this week, including Alphabet, Comcast, and Walmart on Wednesday and Netflix, Nvidia, and PayPal Holdings on Thursday. \n\n\n     It will be a busier week for economic data. Friday will bring the jobs report for May from the Bureau of Labor Statistics. Economists' average forecast is for a gain of 317,500 nonfarm payrolls and for an unemployment rate of 3.5%. \n\n\n     Other data out this week will include the Conference Board's Consumer Confidence Index for May on Tuesday, followed by the ISM's Manufacturing Purchasing Managers' Index for May on Wednesday. The Services PMI for May will be out on Friday. \n\n\n     Monday 5/30 \n\n\n     Equity and fixed-income markets are closed in observance of Memorial Day. \n\n\n     Tuesday 5/31 \n\n\n     HP Inc. and Salesforce.com announce earnings. \n\n\n     The Institute for Supply Management releases its Chicago Business Barometer for May. Consensus estimate is for a 56.8 reading, slightly higher than April's 56.4. \n\n\n     The Conference Board releases its Consumer Confidence Index for May. Economists forecast a 4.7% month-over-month decline to 102. That would be the lowest figure for the index since February 2021. Retail spending has remained robust, even as consumer confidence has waned. \n\n\n     Wednesday 6/1 \n\n\n     Chewy, GameStop, Hewlett Packard Enterprise, NetApp, and PVH release quarterly results. \n\n\n     AmerisourceBergen, LKQ, and Paccar hold investor meetings. \n\n\n     Alphabet, Comcast, NXP Semiconductors, and Walmart host their annual shareholder meetings. \n\n\n     The Bureau of Labor Statistics releases its Job Openings and Labor Turnover Survey. Expectations are for 11.4 million job openings on the last business day of April, slightly fewer than the 11.55 million in March, which was a record. The labor market remains very tight, but more and more companies have recently announced layoffs or hiring freezes. Both Amazon.com and Walmart recently said that they were overstaffed. \n\n\n     The ISM releases its Manufacturing Purchasing Managers' Index for May. Consensus estimate is for a 54.8 reading, roughly even with the April figure, which was lowest since September 2020. \n\n\n     Thursday 6/2 \n\n\n     Cooper Cos., CrowdStrike Holdings, Hormel Foods, Lululemon Athletica, and Okta hold conference calls to discuss earnings. \n\n\n     Netflix, Nvidia, and PayPal Holdings have their annual meeting of shareholders. \n\n\n     ADP releases its National Employment Report for May. Private-sector employment is expected to have increased by 350,000 jobs after a gain of 247,000 in April. The private sector has added 1.1 million net jobs since the start of the pandemic, according to ADP. \n\n\n     Friday 6/3 \n\n\n     The BLS releases the jobs report for May. The economy is expected to add 317,500 nonfarm jobs, after a gain of 428,000 in April. The unemployment rate is seen edging down from 3.6% to 3.5%, which would match a half-century low. \n\n\n     Cigna hosts its 2022 investor day in New York. The company will update its financial outlook at the meeting. \n\n\n     ISM releases its Services Purchasing Managers' Index for May. Economists forecast a 56 reading, about one point less than the April figure. \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  May 31, 2022 08:33 ET (12:33 GMT)\n\n\n  Copyright (c) 2022 Dow Jones & Company, Inc.","news_type":1},"isVote":1,"tweetType":1,"viewCount":45,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9916387420,"gmtCreate":1664511649460,"gmtModify":1676537469249,"author":{"id":"3586485210826750","authorId":"3586485210826750","name":"TKPK","avatar":"https://community-static.tradeup.com/news/e250d1041115e1fb98d4fee161bc044a","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3586485210826750","authorIdStr":"3586485210826750"},"themes":[],"htmlText":"Nice, can't wait to see what he will reveal on Friday&nbsp;","listText":"Nice, can't wait to see what he will reveal on Friday&nbsp;","text":"Nice, can't wait to see what he will reveal on Friday","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/9916387420","repostId":"2271749666","repostType":2,"repost":{"id":"2271749666","kind":"highlight","pubTimestamp":1664507791,"share":"https://ttm.financial/m/news/2271749666?lang=&edition=fundamental","pubTime":"2022-09-30 11:16","market":"us","language":"en","title":"TSLA Stock Alert: 3 Things to Watch at Tesla’s AI Day","url":"https://stock-news.laohu8.com/highlight/detail?id=2271749666","media":"InvestorPlace","summary":"Tomorrow marks Tesla's (TSLA) second AI Day.Fans are eagerly awaiting news of the Tesla Bot.However,","content":"<html><head></head><body><ul><li>Tomorrow marks <b>Tesla&#39;s</b> (<b>TSLA</b>) second AI Day.</li><li>Fans are eagerly awaiting news of the Tesla Bot.</li><li>However, investors should be watching for updates on its full self-driving, or FSD, technology.</li></ul><p>One year ago, <b>Tesla</b> (NASDAQ:<b><u>TSLA</u></b>) kicked off its first AI day. The company known for producing electric vehicles (EVs) captivated many fans as it unveiled plans for a humanoid robot. As CEO Elon Musk showed off the markup for what the Tesla Bot would look like, he assured the audience it would be performing “boring, repetitive and dangerous” tasks in the not-too-distant future. Fans have been waiting for updates on the futuristic technology and are expecting to get them at tomorrow’s AI Day 2022. While TSLA stock fell this morning, it is already moving upward as anticipation mounts for the important event.</p><p>While Tesla has worked hard to tease its advances in robotic technology, AI Day 2022 promises some exciting updates in other areas. The company has also promised to provide new information on its full self-driving, or FSD, technology.</p><p>One of the most pressing questions surrounding the automotive industry is when FSD cars will be ready to hit the road. If Musk were to report some progress on that front, it would be a significant boon for TSLA stock. However, Tesla laid off 200 workers from its autopilot division in June 2022, which raised some questions regarding its artificial intelligence, or AI, endeavors.</p><p>Let’s take a look at what investors should be watching for at AI Day 2022.</p><h2>TSLA Stock: Tesla Bot Updates</h2><p>It’s hard to not be curious about the robot Tesla is developing. Last year, Musk noted the company’s goal was to have a robot prototype ready to debut by 2022. The fact Tesla tweeted out a photo ad for the event featuring robot hands strongly suggests he is ready to roll it out. As <i>InvestorPlace</i> writer William White reports, Musk has always planned for his robots to be able to imitate human movement closely enough to accomplish human tasks.</p><p>There’s no denying Tesla’s robot work is likely to be an absolute gamechanger. Musk has stated that it “has the potential to be more significant than the vehicle business over time.” Given the significance of Tesla’s automotive division, that is a very tall order, but certainly not impossible. However, as <i>The Verge</i> reports, there has not been much in the way of concrete evidence that Tesla is making progress bringing a humanoid robot to market.</p><p>“Tesla’s history is littered with fanciful ideas that never panned out, like a solar-powered Supercharger network,” the outlet notes. It also highlights, though, that Musk has shifted considerable resources toward the research and development of Tesla’s robotic advancements. It is possible the company’s presentation tomorrow will demonstrate the type of progress investors want to see.</p><h2>Self-Driving Vehicle Progress</h2><p>While most focus will be on the Tesla Bot tomorrow, it’s important to note Tesla’s robotics work is linked to its autopilot technology. As White notes, “the Tesla Bot will make use of the company’s self-driving car software to navigate city streets.” However, investors should also be watching carefully for news of Tesla’s full-self driving (FSD) technology.</p><p>In August 2022, Musk informed an energy conference that he wanted to have fully autonomous EVs ready to drive on the road before 2023. Given the tight time frame, that struck many as bold, but Musk has surprised skeptics before. As <i>The Verge</i> reports:</p><blockquote>“Musk has been promising actual driverless cars are coming since 2016 — a promise he has yet to deliver. He’s gone from saying that Tesla will have 1 million robotaxis on the road by the end of the year to 1 million people in the FSD beta program, which are wildly different things.”</blockquote><p>While fans want to see driverless cars on the road, Tesla’s autopilot tech has gotten it into trouble. Vehicles running its driver assistance program have been involved in enough crashes for safety officials to be concerned. If the company can report progress on that front tomorrow, it will bode well for both its robot and EV divisions.</p><h2>TSLA Stock: Dojo Supercomputer</h2><p>This area hasn’t gotten as much attention since AI Day 2021. However, the Dojo supercomputer is a machine that has the potential to change entire industries. Also unveiled at last year’s AI Day, Tesla has described it as the world’s fastest AI training machine. As <i>Electrek</i> reports:</p><blockquote>“Dojo is Tesla’s own custom supercomputer platform built from the ground up for AI machine learning and more specifically for video training using the video data coming from its fleet of vehicles.”</blockquote><p>It adds, “The custom-built supercomputer is expected to elevate Tesla’s capacity to train neural nets using video data, which is critical to its computer vision technology powering its self-driving effort.” The fact that all Tesla’s major advancements are linking back to its self-driving technology should tell investors a lot about the company’s vision and plans.</p><p>While this isn’t Tesla’s first supercomputer, it is the first that uses chips built by the company itself. In the current age of supply chain constraints, producing chips in-house rather than importing from an international manufacturer gives companies a competitive edge. The Dojo may not seem as exciting as humanoid robots or self-driving cars, but it could absolutely be a positive catalyst for TSLA stock. Investors should be watching for updates on its progress tomorrow.</p></body></html>","source":"investorplace","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>TSLA Stock Alert: 3 Things to Watch at Tesla’s AI Day</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\">\nTSLA Stock Alert: 3 Things to Watch at Tesla’s AI Day\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-09-30 11:16 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://investorplace.com/2022/09/tsla-stock-alert-3-things-to-watch-at-teslas-ai-day/><strong>InvestorPlace</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Tomorrow marks Tesla's (TSLA) second AI Day.Fans are eagerly awaiting news of the Tesla Bot.However, investors should be watching for updates on its full self-driving, or FSD, technology.One year ago,...</p>\n\n<a href=\"https://investorplace.com/2022/09/tsla-stock-alert-3-things-to-watch-at-teslas-ai-day/\">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://investorplace.com/2022/09/tsla-stock-alert-3-things-to-watch-at-teslas-ai-day/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2271749666","content_text":"Tomorrow marks Tesla's (TSLA) second AI Day.Fans are eagerly awaiting news of the Tesla Bot.However, investors should be watching for updates on its full self-driving, or FSD, technology.One year ago, Tesla (NASDAQ:TSLA) kicked off its first AI day. The company known for producing electric vehicles (EVs) captivated many fans as it unveiled plans for a humanoid robot. As CEO Elon Musk showed off the markup for what the Tesla Bot would look like, he assured the audience it would be performing “boring, repetitive and dangerous” tasks in the not-too-distant future. Fans have been waiting for updates on the futuristic technology and are expecting to get them at tomorrow’s AI Day 2022. While TSLA stock fell this morning, it is already moving upward as anticipation mounts for the important event.While Tesla has worked hard to tease its advances in robotic technology, AI Day 2022 promises some exciting updates in other areas. The company has also promised to provide new information on its full self-driving, or FSD, technology.One of the most pressing questions surrounding the automotive industry is when FSD cars will be ready to hit the road. If Musk were to report some progress on that front, it would be a significant boon for TSLA stock. However, Tesla laid off 200 workers from its autopilot division in June 2022, which raised some questions regarding its artificial intelligence, or AI, endeavors.Let’s take a look at what investors should be watching for at AI Day 2022.TSLA Stock: Tesla Bot UpdatesIt’s hard to not be curious about the robot Tesla is developing. Last year, Musk noted the company’s goal was to have a robot prototype ready to debut by 2022. The fact Tesla tweeted out a photo ad for the event featuring robot hands strongly suggests he is ready to roll it out. As InvestorPlace writer William White reports, Musk has always planned for his robots to be able to imitate human movement closely enough to accomplish human tasks.There’s no denying Tesla’s robot work is likely to be an absolute gamechanger. Musk has stated that it “has the potential to be more significant than the vehicle business over time.” Given the significance of Tesla’s automotive division, that is a very tall order, but certainly not impossible. However, as The Verge reports, there has not been much in the way of concrete evidence that Tesla is making progress bringing a humanoid robot to market.“Tesla’s history is littered with fanciful ideas that never panned out, like a solar-powered Supercharger network,” the outlet notes. It also highlights, though, that Musk has shifted considerable resources toward the research and development of Tesla’s robotic advancements. It is possible the company’s presentation tomorrow will demonstrate the type of progress investors want to see.Self-Driving Vehicle ProgressWhile most focus will be on the Tesla Bot tomorrow, it’s important to note Tesla’s robotics work is linked to its autopilot technology. As White notes, “the Tesla Bot will make use of the company’s self-driving car software to navigate city streets.” However, investors should also be watching carefully for news of Tesla’s full-self driving (FSD) technology.In August 2022, Musk informed an energy conference that he wanted to have fully autonomous EVs ready to drive on the road before 2023. Given the tight time frame, that struck many as bold, but Musk has surprised skeptics before. As The Verge reports:“Musk has been promising actual driverless cars are coming since 2016 — a promise he has yet to deliver. He’s gone from saying that Tesla will have 1 million robotaxis on the road by the end of the year to 1 million people in the FSD beta program, which are wildly different things.”While fans want to see driverless cars on the road, Tesla’s autopilot tech has gotten it into trouble. Vehicles running its driver assistance program have been involved in enough crashes for safety officials to be concerned. If the company can report progress on that front tomorrow, it will bode well for both its robot and EV divisions.TSLA Stock: Dojo SupercomputerThis area hasn’t gotten as much attention since AI Day 2021. However, the Dojo supercomputer is a machine that has the potential to change entire industries. Also unveiled at last year’s AI Day, Tesla has described it as the world’s fastest AI training machine. As Electrek reports:“Dojo is Tesla’s own custom supercomputer platform built from the ground up for AI machine learning and more specifically for video training using the video data coming from its fleet of vehicles.”It adds, “The custom-built supercomputer is expected to elevate Tesla’s capacity to train neural nets using video data, which is critical to its computer vision technology powering its self-driving effort.” The fact that all Tesla’s major advancements are linking back to its self-driving technology should tell investors a lot about the company’s vision and plans.While this isn’t Tesla’s first supercomputer, it is the first that uses chips built by the company itself. In the current age of supply chain constraints, producing chips in-house rather than importing from an international manufacturer gives companies a competitive edge. The Dojo may not seem as exciting as humanoid robots or self-driving cars, but it could absolutely be a positive catalyst for TSLA stock. Investors should be watching for updates on its progress tomorrow.","news_type":1},"isVote":1,"tweetType":1,"viewCount":101,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9992787768,"gmtCreate":1661381366057,"gmtModify":1676536505383,"author":{"id":"3586485210826750","authorId":"3586485210826750","name":"TKPK","avatar":"https://community-static.tradeup.com/news/e250d1041115e1fb98d4fee161bc044a","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3586485210826750","authorIdStr":"3586485210826750"},"themes":[],"htmlText":"Thanks for sharing 👍&nbsp;","listText":"Thanks for sharing 👍&nbsp;","text":"Thanks for sharing 👍","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9992787768","repostId":"2261659155","repostType":4,"repost":{"id":"2261659155","kind":"news","pubTimestamp":1661352338,"share":"https://ttm.financial/m/news/2261659155?lang=&edition=fundamental","pubTime":"2022-08-24 22:45","market":"us","language":"en","title":"Alibaba: Buy For The Next Decade","url":"https://stock-news.laohu8.com/highlight/detail?id=2261659155","media":"Seeking Alpha","summary":"SummaryAlibaba is considerably undervalued, even with the risks involved.The value is there, and it'","content":"<html><head></head><body><p><b>Summary</b></p><ul><li>Alibaba is considerably undervalued, even with the risks involved.</li><li>The value is there, and it&#39;s remarkable. Alibaba achieved a GMV of $1.2 trillion in fiscal 2021, doubling Amazon.</li><li>Yet, Alibaba gets no respect, commanding a market cap of 1/6 of the American retail giants&#39;.</li><li>The delisting concerns appear exaggerated, and Alibaba&#39;s earnings forecasts could be at rock a bottom here.</li><li>As uncertainties fade, Alibaba should return to growth and improved profitability, driving its share price significantly higher in the coming years.</li></ul><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/349a5bf19a4fd08047fdb45cb2ec1bb8\" tg-width=\"1080\" tg-height=\"720\" referrerpolicy=\"no-referrer\"/><span>Robert Way</span></p><p>Finding dominant market-leading companies that offer substantial value and significant growth potential at reasonable valuations has not been easy lately. However, when considering a company to own for the next five to ten years, one name stands out above the rest, Alibaba (NYSE:BABA). I know Alibaba is a Chinese company. Currently, Chinese stocks are out of favor and are perceived as higher-risk investments. However, I cannot ignore how cheap Alibaba has become. While there is increased risk, there is also substantial reward potential. Investing would be easy if we knew where Alibaba&#39;s stock would be in five to ten years. However, Investing is complex, and the truth is that Alibaba could be at $500, or its stock may not be listed on U.S. stock exchanges several years from now. Nevertheless, delisting fears appear exaggerated, and Alibaba has become remarkably cheap considering its potential. Therefore, the company&#39;s stock could go much higher as it returns to growth, illustrating that it offers significant value to investors and uncertainties fade.</p><p><b>The Value Is There, And It&#39;s Remarkable</b></p><p>Alibaba&#39;s ecosystem brought in a staggering $1.2 trillion gross merchandise value (&#34;GMV&#34;) in fiscal 2021. Additionally, the company reported more than a billion annual active consumers (&#34;AACs&#34;) in fiscal 2021.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/095b01d0839eb4c02594d7ed45fb67d7\" tg-width=\"640\" tg-height=\"364\" referrerpolicy=\"no-referrer\"/><span>Alibaba GMV (alibabagroup.com )</span></p><p>In comparison, Amazon (AMZN) reported a GMV of $600 billion in 2021. This metric illustrates that the value of goods sold in 2021 (fiscal 2021 for Alibaba) was roughly double on Alibaba&#39;s platforms vs. Amazon&#39;s.</p><p><b>Alibaba GMV - Billions of Yuan (fiscal)</b></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/39d08924723ff429f7e170dd467dbd8e\" tg-width=\"640\" tg-height=\"419\" referrerpolicy=\"no-referrer\"/><span>BABA GMV (Statista.com)</span></p><p>We see the significant GMV growth continuing through fiscal 2022, implying that the company can continue expanding GMV and revenues as it advances. Moreover, as Alibaba&#39;s operations and revenues grow, it should become increasingly more profitable in the coming years.</p><p><b>Valuation - Alibaba Vs. Amazon</b></p><p>We discussed that Alibaba&#39;s GMV essentially doubled Amazon&#39;s in 2021. Despite this sales dynamic, Alibaba is valued at about $237 billion, while Amazon&#39;s market cap is around $1.4 trillion. Therefore, we see a massive disconnect in valuations here, as Alibaba&#39;s GMV was double Amazon&#39;s, but Amazon&#39;s market cap is nearly six times higher than Alibaba&#39;s. Going by this GMV to market cap valuation, we see that Amazon is valued at around 12 x Alibaba now. Looking at other valuation metrics, we see that Alibaba is dramatically undervalued.</p><p><b>EPS Estimates</b></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/0c37d53f755829928c520644537c749b\" tg-width=\"640\" tg-height=\"271\" referrerpolicy=\"no-referrer\"/><span>EPS Estimates (SeekingAlpha.com )</span></p><p>We see that Alibaba is in a transitory phase of EPS decline. This year&#39;s EPS should come in at about $7.30, roughly a 7% YoY decline. We must consider that temporary earnings declines are typically the best periods to pick up company shares on the cheap, at a deep discount. Alibaba&#39;s share price is down by 72% from its all-time highs. As of writing this article, Alibaba is at about $90, putting its P/E ratio at just 12.3 times this year&#39;s consensus EPS estimates. However, we should see growth, and the company&#39;s substantial EPS potential makes this stock very cheap.</p><p>Also, we must consider that during an earnings decline phase, EPS estimates typically get brought down considerably, often by too much, overshooting on the downside. Therefore, there is a high probability that Alibaba can surpass current depressed EPS estimates and could report towards the higher end of the estimated fingers in future years. While consensus estimates are for about $10 for fiscal 2025, I believe Alibaba could report EPS closer to $12. Considering Alibaba&#39;s current stock price, the company may be trading at just 7.5 times forward (fiscal 2025) earnings now.</p><p><b>Growth Will Return</b></p><p><b>Revenue Estimates</b></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/0e525aa6ca15da9ee35e9ee3cba5f162\" tg-width=\"640\" tg-height=\"345\" referrerpolicy=\"no-referrer\"/><span>Revenue estimates (SeekingAlpha.com )</span></p><p>Despite the slowdown to around 5-6% YoY revenue growth this year, sales growth should rebound to double-digits as the company advances. Consensus revenue estimates point to approximately $200 billion in fiscal 2027, but this figure may be lowballing Alibaba&#39;s potential. I suspect Alibaba&#39;s sales could hit about $230 billion in 2027, and the company may register approximately $300 billion in revenues by 2030.</p><p><b>The Downside Is Limited</b></p><p>The downside is probably quite limited now because of the negativity that&#39;s been priced into Alibaba over the last two years. We&#39;ve seen massive fines, government crackdowns, Ant IPO controversy, tensions between Jack Ma and Beijing, hedge fund blowups, a slowdown in China&#39;s economy, geopolitical pressures, and more. Alibaba&#39;s market cap has dwindled from nearly $1 trillion to only $237 billion. The company&#39;s P/E valuation has crashed from around 30 to just 12. Therefore, unless something unexpected and considerable transpires (black Swan event), the downside is probably limited now. And still, one uncertainty lurks in the minds of many market participants. Will Alibaba&#39;s stock get delisted?</p><p><b>The Probability Of Delisting Appears Low</b></p><p>Investing is a risk, in any case. We don&#39;t know if a company will report strong earnings, continue growing, or possibly go bankrupt much of the time. However, a recent phenomenon to grip markets is the fear of investing in Chinese stocks. Many Chinese companies were Wall St. darlings in the early and mid-2000s. Alibaba even posted the largest IPO in history for its time, raising a whopping $25 billion. However, much has changed in several years. Investors are no longer clamoring to get into Alibaba. They are running for the doors. So, what has changed?</p><p><b>Chinese Stocks: Out Of Favor - For Now</b></p><p>We&#39;ve seen a worsening in relations between the U.S. and China, economically, geopolitically, and generally. There have been questions regarding the accounting standards used in China. That is why the SEC recently put Alibaba on its HFCAA list. Being put on the SEC&#39;s HFCAA means that if the Chinese government does not permit American regulators to inspect the company&#39;s books within three years, its stock could be delisted from U.S. exchanges. It&#39;s fair to mention that essentially all Chinese companies are on the SEC&#39;s HFCAA list now. So, will all Chinese companies, including Alibaba, be delisted from U.S. stock exchanges? I believe not.</p><p>The debate over Chinese auditing firms has gone on for a long time. However, if more than <b>$1 trillion</b> worth of Chinese stocks get delisted from U.S. exchanges, Beijing has a lot to lose. </p><p>Additionally, it is not in the U.S.&#39;s interests to boot Chinese companies from its markets, as it would further erode relations. The U.S. and China are tremendous trading partners, with the U.S. importing far more than it exports to China. The U.S. exports roughly $11 billion of goods each month to China while importing $40-50 billion. Last year, the U.S.&#39;s trade deficit with China was more than $350 billion. At the current pace, this year&#39;s trade deficit with China should be about $400 billion. China is one of the U.S.&#39;s biggest trading partners and the U.S. imports more goods from China than from anyone (more than $500 billion in 2021). The U.S. benefits significantly from its trading relationship with China and is likelier to repair relations than ruin them over accounting concerns.</p><p><b>Bottom Line: Where Alibaba Could Be In Several Years</b></p><p>Let&#39;s put aside the delisting fears. Also, we should consider that much of the bad news is behind Alibaba and that brighter days are ahead. Moreover, current earnings and EPS estimates are probably around the bottom. Furthermore, Alibaba should return to growth and could achieve more robust revenue and EPS growth than most estimates are suggesting now. Therefore, we could see Alibaba&#39;s stock move a lot higher.</p><p><b>Here&#39;s where I see shares heading in the long run:</b></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/93f94b0df9cc6e7a739bd7aeef4772c4\" tg-width=\"918\" tg-height=\"416\" referrerpolicy=\"no-referrer\"/><span>Source: The Financial Prophet</span></p><p>Provided the depressed atmosphere surrounding Alibaba, current estimates may be on the low end of the spectrum. Therefore, Alibaba may achieve analysts&#39; higher-end revenue and EPS projections. Also, I am incorporating a gradual increase in Alibaba&#39;s P/E multiple. The company commanded a P/E ratio of 20-30 or higher in previous years. It may return to 20 (or higher) in the coming years as the uncertainty fades and the company returns to growth and increases profitability. Provided Alibaba achieves these estimates, its stock price could reach <b>$500</b> by 2030 or sooner.</p><p><b>Risks For Alibaba</b></p><p>While I&#39;m bullish on Alibaba, various factors could occur that may derail my bullish thesis for the company. For instance, the China could resume its tough stance and clamp down further on Alibaba and other Chinese tech giants. Moreover, despite the optimistic tone from Chinese authorities, U.S. regulators could still decide to delist Alibaba. Increased competition could impact Alibaba&#39;s growth and profits. The company&#39;s growth could be worse than my current anticipation. Also, Alibaba&#39;s profitability could continue to struggle for various reasons. This investment has numerous risks, and shares are very cheap right now. I believe Alibaba remains an elevated risk/high reward investment, and investors should carefully examine the risks before opening a position in Alibaba stock.</p><p><i>This article was written by Victor Dergunov</i></p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Alibaba: Buy 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\">\nAlibaba: Buy For The Next Decade\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-08-24 22:45 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4536393-alibaba-buy-for-next-decade><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryAlibaba is considerably undervalued, even with the risks involved.The value is there, and it's remarkable. Alibaba achieved a GMV of $1.2 trillion in fiscal 2021, doubling Amazon.Yet, Alibaba ...</p>\n\n<a href=\"https://seekingalpha.com/article/4536393-alibaba-buy-for-next-decade\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"09988":"阿里巴巴-W","BABA":"阿里巴巴"},"source_url":"https://seekingalpha.com/article/4536393-alibaba-buy-for-next-decade","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2261659155","content_text":"SummaryAlibaba is considerably undervalued, even with the risks involved.The value is there, and it's remarkable. Alibaba achieved a GMV of $1.2 trillion in fiscal 2021, doubling Amazon.Yet, Alibaba gets no respect, commanding a market cap of 1/6 of the American retail giants'.The delisting concerns appear exaggerated, and Alibaba's earnings forecasts could be at rock a bottom here.As uncertainties fade, Alibaba should return to growth and improved profitability, driving its share price significantly higher in the coming years.Robert WayFinding dominant market-leading companies that offer substantial value and significant growth potential at reasonable valuations has not been easy lately. However, when considering a company to own for the next five to ten years, one name stands out above the rest, Alibaba (NYSE:BABA). I know Alibaba is a Chinese company. Currently, Chinese stocks are out of favor and are perceived as higher-risk investments. However, I cannot ignore how cheap Alibaba has become. While there is increased risk, there is also substantial reward potential. Investing would be easy if we knew where Alibaba's stock would be in five to ten years. However, Investing is complex, and the truth is that Alibaba could be at $500, or its stock may not be listed on U.S. stock exchanges several years from now. Nevertheless, delisting fears appear exaggerated, and Alibaba has become remarkably cheap considering its potential. Therefore, the company's stock could go much higher as it returns to growth, illustrating that it offers significant value to investors and uncertainties fade.The Value Is There, And It's RemarkableAlibaba's ecosystem brought in a staggering $1.2 trillion gross merchandise value (\"GMV\") in fiscal 2021. Additionally, the company reported more than a billion annual active consumers (\"AACs\") in fiscal 2021.Alibaba GMV (alibabagroup.com )In comparison, Amazon (AMZN) reported a GMV of $600 billion in 2021. This metric illustrates that the value of goods sold in 2021 (fiscal 2021 for Alibaba) was roughly double on Alibaba's platforms vs. Amazon's.Alibaba GMV - Billions of Yuan (fiscal)BABA GMV (Statista.com)We see the significant GMV growth continuing through fiscal 2022, implying that the company can continue expanding GMV and revenues as it advances. Moreover, as Alibaba's operations and revenues grow, it should become increasingly more profitable in the coming years.Valuation - Alibaba Vs. AmazonWe discussed that Alibaba's GMV essentially doubled Amazon's in 2021. Despite this sales dynamic, Alibaba is valued at about $237 billion, while Amazon's market cap is around $1.4 trillion. Therefore, we see a massive disconnect in valuations here, as Alibaba's GMV was double Amazon's, but Amazon's market cap is nearly six times higher than Alibaba's. Going by this GMV to market cap valuation, we see that Amazon is valued at around 12 x Alibaba now. Looking at other valuation metrics, we see that Alibaba is dramatically undervalued.EPS EstimatesEPS Estimates (SeekingAlpha.com )We see that Alibaba is in a transitory phase of EPS decline. This year's EPS should come in at about $7.30, roughly a 7% YoY decline. We must consider that temporary earnings declines are typically the best periods to pick up company shares on the cheap, at a deep discount. Alibaba's share price is down by 72% from its all-time highs. As of writing this article, Alibaba is at about $90, putting its P/E ratio at just 12.3 times this year's consensus EPS estimates. However, we should see growth, and the company's substantial EPS potential makes this stock very cheap.Also, we must consider that during an earnings decline phase, EPS estimates typically get brought down considerably, often by too much, overshooting on the downside. Therefore, there is a high probability that Alibaba can surpass current depressed EPS estimates and could report towards the higher end of the estimated fingers in future years. While consensus estimates are for about $10 for fiscal 2025, I believe Alibaba could report EPS closer to $12. Considering Alibaba's current stock price, the company may be trading at just 7.5 times forward (fiscal 2025) earnings now.Growth Will ReturnRevenue EstimatesRevenue estimates (SeekingAlpha.com )Despite the slowdown to around 5-6% YoY revenue growth this year, sales growth should rebound to double-digits as the company advances. Consensus revenue estimates point to approximately $200 billion in fiscal 2027, but this figure may be lowballing Alibaba's potential. I suspect Alibaba's sales could hit about $230 billion in 2027, and the company may register approximately $300 billion in revenues by 2030.The Downside Is LimitedThe downside is probably quite limited now because of the negativity that's been priced into Alibaba over the last two years. We've seen massive fines, government crackdowns, Ant IPO controversy, tensions between Jack Ma and Beijing, hedge fund blowups, a slowdown in China's economy, geopolitical pressures, and more. Alibaba's market cap has dwindled from nearly $1 trillion to only $237 billion. The company's P/E valuation has crashed from around 30 to just 12. Therefore, unless something unexpected and considerable transpires (black Swan event), the downside is probably limited now. And still, one uncertainty lurks in the minds of many market participants. Will Alibaba's stock get delisted?The Probability Of Delisting Appears LowInvesting is a risk, in any case. We don't know if a company will report strong earnings, continue growing, or possibly go bankrupt much of the time. However, a recent phenomenon to grip markets is the fear of investing in Chinese stocks. Many Chinese companies were Wall St. darlings in the early and mid-2000s. Alibaba even posted the largest IPO in history for its time, raising a whopping $25 billion. However, much has changed in several years. Investors are no longer clamoring to get into Alibaba. They are running for the doors. So, what has changed?Chinese Stocks: Out Of Favor - For NowWe've seen a worsening in relations between the U.S. and China, economically, geopolitically, and generally. There have been questions regarding the accounting standards used in China. That is why the SEC recently put Alibaba on its HFCAA list. Being put on the SEC's HFCAA means that if the Chinese government does not permit American regulators to inspect the company's books within three years, its stock could be delisted from U.S. exchanges. It's fair to mention that essentially all Chinese companies are on the SEC's HFCAA list now. So, will all Chinese companies, including Alibaba, be delisted from U.S. stock exchanges? I believe not.The debate over Chinese auditing firms has gone on for a long time. However, if more than $1 trillion worth of Chinese stocks get delisted from U.S. exchanges, Beijing has a lot to lose. Additionally, it is not in the U.S.'s interests to boot Chinese companies from its markets, as it would further erode relations. The U.S. and China are tremendous trading partners, with the U.S. importing far more than it exports to China. The U.S. exports roughly $11 billion of goods each month to China while importing $40-50 billion. Last year, the U.S.'s trade deficit with China was more than $350 billion. At the current pace, this year's trade deficit with China should be about $400 billion. China is one of the U.S.'s biggest trading partners and the U.S. imports more goods from China than from anyone (more than $500 billion in 2021). The U.S. benefits significantly from its trading relationship with China and is likelier to repair relations than ruin them over accounting concerns.Bottom Line: Where Alibaba Could Be In Several YearsLet's put aside the delisting fears. Also, we should consider that much of the bad news is behind Alibaba and that brighter days are ahead. Moreover, current earnings and EPS estimates are probably around the bottom. Furthermore, Alibaba should return to growth and could achieve more robust revenue and EPS growth than most estimates are suggesting now. Therefore, we could see Alibaba's stock move a lot higher.Here's where I see shares heading in the long run:Source: The Financial ProphetProvided the depressed atmosphere surrounding Alibaba, current estimates may be on the low end of the spectrum. Therefore, Alibaba may achieve analysts' higher-end revenue and EPS projections. Also, I am incorporating a gradual increase in Alibaba's P/E multiple. The company commanded a P/E ratio of 20-30 or higher in previous years. It may return to 20 (or higher) in the coming years as the uncertainty fades and the company returns to growth and increases profitability. Provided Alibaba achieves these estimates, its stock price could reach $500 by 2030 or sooner.Risks For AlibabaWhile I'm bullish on Alibaba, various factors could occur that may derail my bullish thesis for the company. For instance, the China could resume its tough stance and clamp down further on Alibaba and other Chinese tech giants. Moreover, despite the optimistic tone from Chinese authorities, U.S. regulators could still decide to delist Alibaba. Increased competition could impact Alibaba's growth and profits. The company's growth could be worse than my current anticipation. Also, Alibaba's profitability could continue to struggle for various reasons. This investment has numerous risks, and shares are very cheap right now. I believe Alibaba remains an elevated risk/high reward investment, and investors should carefully examine the risks before opening a position in Alibaba stock.This article was written by Victor Dergunov","news_type":1},"isVote":1,"tweetType":1,"viewCount":109,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9906169711,"gmtCreate":1659497229736,"gmtModify":1705981025374,"author":{"id":"3586485210826750","authorId":"3586485210826750","name":"TKPK","avatar":"https://community-static.tradeup.com/news/e250d1041115e1fb98d4fee161bc044a","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3586485210826750","authorIdStr":"3586485210826750"},"themes":[],"htmlText":"That's great. Looking to see higher share price&nbsp;[smile]&nbsp;","listText":"That's great. Looking to see higher share price&nbsp;[smile]&nbsp;","text":"That's great. Looking to see higher share price [smile]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9906169711","repostId":"1139685389","repostType":4,"repost":{"id":"1139685389","kind":"news","pubTimestamp":1659496757,"share":"https://ttm.financial/m/news/1139685389?lang=&edition=fundamental","pubTime":"2022-08-03 11:19","market":"sg","language":"en","title":"OCBC Q2 Profit Beats Forecasts to Rise 28% to S$1.48B; S$0.28 Interim Dividend Declared","url":"https://stock-news.laohu8.com/highlight/detail?id=1139685389","media":"businesstimes","summary":"OCBC’s net profit for its second quarter rose 28 per cent, underpinned by robust performance across ","content":"<div>\n<p>OCBC’s net profit for its second quarter rose 28 per cent, underpinned by robust performance across its banking, wealth management and insurance businesses, it said on Wednesday (Aug 3).Net profit for...</p>\n\n<a href=\"https://www.businesstimes.com.sg/companies-markets/ocbc-q2-profit-beats-forecasts-to-rise-28-to-s148b-s028-interim-dividend-declared\">Web Link</a>\n\n</div>\n","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>OCBC Q2 Profit Beats Forecasts to Rise 28% to S$1.48B; S$0.28 Interim Dividend Declared</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; 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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\">\nOCBC Q2 Profit Beats Forecasts to Rise 28% to S$1.48B; S$0.28 Interim Dividend Declared\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-08-03 11:19 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.businesstimes.com.sg/companies-markets/ocbc-q2-profit-beats-forecasts-to-rise-28-to-s148b-s028-interim-dividend-declared><strong>businesstimes</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>OCBC’s net profit for its second quarter rose 28 per cent, underpinned by robust performance across its banking, wealth management and insurance businesses, it said on Wednesday (Aug 3).Net profit for...</p>\n\n<a href=\"https://www.businesstimes.com.sg/companies-markets/ocbc-q2-profit-beats-forecasts-to-rise-28-to-s148b-s028-interim-dividend-declared\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"O39.SI":"华侨银行"},"source_url":"https://www.businesstimes.com.sg/companies-markets/ocbc-q2-profit-beats-forecasts-to-rise-28-to-s148b-s028-interim-dividend-declared","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1139685389","content_text":"OCBC’s net profit for its second quarter rose 28 per cent, underpinned by robust performance across its banking, wealth management and insurance businesses, it said on Wednesday (Aug 3).Net profit for the 3 months ended Jun 30, 2022 stood at S$1.48 billion, compared with S$1.16 billion last year.Net interest income for the quarter gained 16 per cent to a new high of S$1.7 billion, on the back of asset growth and margin expansion. Net interest margin rose 13 basis points to 1.71 per cent for the quarter, from 1.58 per cent from a year ago, as asset yields outpaced higher funding costs amid a rapidly rising interest rate environment, said OCBC.Non-interest income was up 6 per cent to S$1.18 billion, on higher trading income and life insurance profit.Meanwhile, the bank’s non-performing loans ratio was lowered to 1.3 per cent from 1.5 per cent a year ago.Annualised earnings per share stood at S$1.31 for the quarter, up 27.2 per cent from S$1.03 a year ago. The earnings beat the S$1.27 billion consensus forecast based on a Bloomberg survey of 4 analysts.The lender also declared an interim dividend of S$0.28 per share for the period, up from S$0.25 previously.For the first half of the year, net profit for the bank rose 7 per cent to S$2.84 billion from S$2.66 billion earlier, which OCBC attributed largely to higher net interest income and lower allowances.Total allowances fell to S$116 million, compared with S$393 million in the previous year, mainly due to a decline in allowances for impaired loans.“Overall economic growth in our key markets is expected to remain positive this year but at a slower pace due to the heightened headwinds in the operating environment,” said OCBC chief executive Helen Wong.“Despite heightened market volatilities, we are pleased to see net new money inflows in our wealth management business, as well as healthy new insurance sales. The quality of our loan portfolio remained healthy and we are staying vigilant and proactively monitoring our books for any signs of weakness.”Shares of OCBC closed Tuesday 0.7 per cent or S$0.08 higher at S$11.82.","news_type":1},"isVote":1,"tweetType":1,"viewCount":78,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9044338827,"gmtCreate":1656714372569,"gmtModify":1676535880067,"author":{"id":"3586485210826750","authorId":"3586485210826750","name":"TKPK","avatar":"https://community-static.tradeup.com/news/e250d1041115e1fb98d4fee161bc044a","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3586485210826750","authorIdStr":"3586485210826750"},"themes":[],"htmlText":"Thanks for sharing 👍&nbsp;","listText":"Thanks for sharing 👍&nbsp;","text":"Thanks for sharing 👍","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9044338827","repostId":"2248524862","repostType":4,"repost":{"id":"2248524862","kind":"highlight","pubTimestamp":1656688988,"share":"https://ttm.financial/m/news/2248524862?lang=&edition=fundamental","pubTime":"2022-07-01 23:23","market":"us","language":"en","title":"3 Things about Moderna That Smart Investors Know","url":"https://stock-news.laohu8.com/highlight/detail?id=2248524862","media":"MotleyFool","summary":"Prior to the pandemic, Moderna (NASDAQ: MRNA) was like many other small biotechs. It had a promising","content":"<html><head></head><body><p>Prior to the pandemic, <b>Moderna</b> (NASDAQ: MRNA) was like many other small biotechs. It had a promising technology that had yet to be proven, and no products available commercially. In fact, for the full year of 2019, Moderna had only $60 million in revenue, entirely from collaborations and grants, and it posted a net loss of $514 million. While this is not uncommon for biotechs, it&#39;s a stark contrast to what was to come.</p><p>Moderna shares jumped 5.58% in morning trading.<img src=\"https://static.tigerbbs.com/776e7e1ea10a304eb88a6f9aaf69c72c\" tg-width=\"825\" tg-height=\"815\" width=\"100%\" height=\"auto\"/></p><p>As we know, Moderna&#39;s ability to rapidly produce a vaccine for the COVID-19 virus changed the financial prospects for the company and put it in a completely different position today. In the most recent quarter, Q1 of 2022, Moderna&#39;s revenue was $6.1 billion and net income was $3.7 billion. That&#39;s a far cry from the full-year results of just a few years ago.</p><p>But the past is the past, and what matters is what happens next. Here are three things about Moderna that smart investors know.</p><h2><b>1. COVID-19 revenue will decrease but remain</b></h2><p>As much as I wish it were not the case, it appears that Moderna will see COVID-related revenue for the foreseeable future. The most immediate catalyst is the recently received Emergency Use Authorization for Moderna&#39;s COVID-19 vaccine for children 6 months of age and older. This was the last age group in the U.S. to receive approval to be vaccinated and should help sustain COVID-related revenues for Moderna.</p><p>When you consider the global vaccine demand, as well as the need for boosters and possibly new vaccines to combat future variants, there&#39;s still a large market for sales worldwide. In Q1, Moderna reported it had approximately $21 billion in advanced purchase agreements for 2022. The company also believes that sales in the second half of 2022 will be slightly higher than in the first half. This revenue is a far cry from the pandemic highs, but it won&#39;t decrease to zero anytime soon.</p><h2><b>2. There&#39;s more in the pipeline</b></h2><p>While Moderna&#39;s COVID-19 vaccines get the headlines, there are another 46 development programs in the company&#39;s pipeline. Of these programs, Moderna has three programs in phase 3 trials. One program is its COVID-19 boosters, but there are also vaccines for two other viruses nearing their trial endpoints.</p><p>Respiratory syncytial virus is one of the leading causes of severe respiratory illness in older adults as well as younger children. The vaccine for older adults is currently in phase 3 trials, and the vaccine for children is in phase 1. A vaccine for cytomegalovirus, the leading cause of birth defects in the U.S., is also undergoing phase 3 trials.</p><p>By the end of Q2, Moderna hopes to add an Omicron-specific COVID-19 booster as well as a flu vaccine to its list of programs in phase 3 trials.</p><p>There&#39;s no guarantee that any of these programs will reach commercial sales, but with dozens more products in the pipeline at various stages, it would be reasonable to invest with the expectation that Moderna is able to bring additional products to market.</p><h2><b>3. The current valuation is a double-edged sword</b></h2><p>It&#39;s clear that the market has priced in the uncertainty around Moderna&#39;s ability to bring future products to market. At the time of this writing, Moderna has a price-to-earnings ratio of 4.3, near its all-time low of 3.4. This is for good reason. While COVID-19 revenue is likely to remain, it won&#39;t return to its peak levels, and even if all the programs in phase 3 trials come to market, the revenue won&#39;t replace what&#39;s lost in COVID-19 sales.</p><p>That said, the COVID-19 vaccines have shown that mRNA technology can be successful, and the revenue generated over the past few years has put Moderna in a much better position to finance the development of future products. There&#39;s risk in buying shares, but there&#39;s also reward if Moderna can replicate its past success with future vaccines.</p><h2><b>The bottom line for investors</b></h2><p>Whether or not to buy shares depends on each investor&#39;s risk tolerance and investing timeline. There&#39;s reason to believe that over the long term, Moderna can grow to be a mainstay in the biotech space. As biotech investments go, there are certainly more risky investments out there. If Moderna is able to bring more and more products to market over the coming years and decades, it has the chance to be a smart investment for shareholders.</p><p>I think Moderna provides a nice balance of risk/reward because the valuation is such that investors don&#39;t need a COVID-like pop for the investment to be successful. However, investors who buy shares expecting another short-term run-up like we&#39;ve seen over the past few years are likely to be disappointed.</p></body></html>","source":"motleyfoolau_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 Things about Moderna That Smart Investors Know</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 Things about Moderna That Smart Investors Know\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-07-01 23:23 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com.au/2022/07/01/3-things-about-moderna-that-smart-investors-know-usfeed/><strong>MotleyFool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Prior to the pandemic, Moderna (NASDAQ: MRNA) was like many other small biotechs. It had a promising technology that had yet to be proven, and no products available commercially. In fact, for the full...</p>\n\n<a href=\"https://www.fool.com.au/2022/07/01/3-things-about-moderna-that-smart-investors-know-usfeed/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4532":"文艺复兴科技持仓","BK4551":"寇图资本持仓","BK4548":"巴美列捷福持仓","BNTX":"BioNTech SE","MRNA":"Moderna, Inc.","BK4535":"淡马锡持仓","BK4534":"瑞士信贷持仓","BK4139":"生物科技","BK4568":"美国抗疫概念","BK4533":"AQR资本管理(全球第二大对冲基金)"},"source_url":"https://www.fool.com.au/2022/07/01/3-things-about-moderna-that-smart-investors-know-usfeed/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2248524862","content_text":"Prior to the pandemic, Moderna (NASDAQ: MRNA) was like many other small biotechs. It had a promising technology that had yet to be proven, and no products available commercially. In fact, for the full year of 2019, Moderna had only $60 million in revenue, entirely from collaborations and grants, and it posted a net loss of $514 million. While this is not uncommon for biotechs, it's a stark contrast to what was to come.Moderna shares jumped 5.58% in morning trading.As we know, Moderna's ability to rapidly produce a vaccine for the COVID-19 virus changed the financial prospects for the company and put it in a completely different position today. In the most recent quarter, Q1 of 2022, Moderna's revenue was $6.1 billion and net income was $3.7 billion. That's a far cry from the full-year results of just a few years ago.But the past is the past, and what matters is what happens next. Here are three things about Moderna that smart investors know.1. COVID-19 revenue will decrease but remainAs much as I wish it were not the case, it appears that Moderna will see COVID-related revenue for the foreseeable future. The most immediate catalyst is the recently received Emergency Use Authorization for Moderna's COVID-19 vaccine for children 6 months of age and older. This was the last age group in the U.S. to receive approval to be vaccinated and should help sustain COVID-related revenues for Moderna.When you consider the global vaccine demand, as well as the need for boosters and possibly new vaccines to combat future variants, there's still a large market for sales worldwide. In Q1, Moderna reported it had approximately $21 billion in advanced purchase agreements for 2022. The company also believes that sales in the second half of 2022 will be slightly higher than in the first half. This revenue is a far cry from the pandemic highs, but it won't decrease to zero anytime soon.2. There's more in the pipelineWhile Moderna's COVID-19 vaccines get the headlines, there are another 46 development programs in the company's pipeline. Of these programs, Moderna has three programs in phase 3 trials. One program is its COVID-19 boosters, but there are also vaccines for two other viruses nearing their trial endpoints.Respiratory syncytial virus is one of the leading causes of severe respiratory illness in older adults as well as younger children. The vaccine for older adults is currently in phase 3 trials, and the vaccine for children is in phase 1. A vaccine for cytomegalovirus, the leading cause of birth defects in the U.S., is also undergoing phase 3 trials.By the end of Q2, Moderna hopes to add an Omicron-specific COVID-19 booster as well as a flu vaccine to its list of programs in phase 3 trials.There's no guarantee that any of these programs will reach commercial sales, but with dozens more products in the pipeline at various stages, it would be reasonable to invest with the expectation that Moderna is able to bring additional products to market.3. The current valuation is a double-edged swordIt's clear that the market has priced in the uncertainty around Moderna's ability to bring future products to market. At the time of this writing, Moderna has a price-to-earnings ratio of 4.3, near its all-time low of 3.4. This is for good reason. While COVID-19 revenue is likely to remain, it won't return to its peak levels, and even if all the programs in phase 3 trials come to market, the revenue won't replace what's lost in COVID-19 sales.That said, the COVID-19 vaccines have shown that mRNA technology can be successful, and the revenue generated over the past few years has put Moderna in a much better position to finance the development of future products. There's risk in buying shares, but there's also reward if Moderna can replicate its past success with future vaccines.The bottom line for investorsWhether or not to buy shares depends on each investor's risk tolerance and investing timeline. There's reason to believe that over the long term, Moderna can grow to be a mainstay in the biotech space. As biotech investments go, there are certainly more risky investments out there. If Moderna is able to bring more and more products to market over the coming years and decades, it has the chance to be a smart investment for shareholders.I think Moderna provides a nice balance of risk/reward because the valuation is such that investors don't need a COVID-like pop for the investment to be successful. However, investors who buy shares expecting another short-term run-up like we've seen over the past few years are likely to be disappointed.","news_type":1},"isVote":1,"tweetType":1,"viewCount":34,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3571345352614779","authorId":"3571345352614779","name":"xiaobaii","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"idStr":"3571345352614779","authorIdStr":"3571345352614779"},"content":"like & comment please","text":"like & comment please","html":"like & comment please"}],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9020945453,"gmtCreate":1652574938672,"gmtModify":1676535121416,"author":{"id":"3586485210826750","authorId":"3586485210826750","name":"TKPK","avatar":"https://community-static.tradeup.com/news/e250d1041115e1fb98d4fee161bc044a","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3586485210826750","authorIdStr":"3586485210826750"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/BYDDY\">$BYD Co., Ltd.(BYDDY)$</a>going up soon?","listText":"<a href=\"https://ttm.financial/S/BYDDY\">$BYD Co., Ltd.(BYDDY)$</a>going up soon?","text":"$BYD Co., Ltd.(BYDDY)$going up soon?","images":[{"img":"https://community-static.tradeup.com/news/76d74f6800fde44eb13c39aba960f05b","width":"1080","height":"1920"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9020945453","isVote":1,"tweetType":1,"viewCount":162,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9980002911,"gmtCreate":1665613895034,"gmtModify":1676537634312,"author":{"id":"3586485210826750","authorId":"3586485210826750","name":"TKPK","avatar":"https://community-static.tradeup.com/news/e250d1041115e1fb98d4fee161bc044a","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3586485210826750","authorIdStr":"3586485210826750"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/C\">$Citigroup(C)$</a>up up and away&nbsp;[smile]&nbsp;[smile]&nbsp;[Happy]&nbsp;","listText":"<a href=\"https://ttm.financial/S/C\">$Citigroup(C)$</a>up up and away&nbsp;[smile]&nbsp;[smile]&nbsp;[Happy]&nbsp;","text":"$Citigroup(C)$up up and away [smile] [smile] [Happy]","images":[{"img":"https://community-static.tradeup.com/news/85749cc44c1c0855b03a80d697a6e584","width":"1080","height":"3568"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9980002911","isVote":1,"tweetType":1,"viewCount":556,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9997097646,"gmtCreate":1661725634387,"gmtModify":1676536564761,"author":{"id":"3586485210826750","authorId":"3586485210826750","name":"TKPK","avatar":"https://community-static.tradeup.com/news/e250d1041115e1fb98d4fee161bc044a","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3586485210826750","authorIdStr":"3586485210826750"},"themes":[],"htmlText":"Nice, thank you&nbsp;","listText":"Nice, thank you&nbsp;","text":"Nice, thank you","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9997097646","repostId":"2262135482","repostType":4,"repost":{"id":"2262135482","kind":"highlight","pubTimestamp":1661657146,"share":"https://ttm.financial/m/news/2262135482?lang=&edition=fundamental","pubTime":"2022-08-28 11:25","market":"us","language":"en","title":"5 Stocks That Warren Buffett Is Betting on Now","url":"https://stock-news.laohu8.com/highlight/detail?id=2262135482","media":"InvestorPlace","summary":"Buying while others are fearful, these five Warren Buffett stocks have become larger holdings in the","content":"<html><head></head><body><ul><li>Buying while others are fearful, these five Warren Buffett stocks have become larger holdings in the Berkshire Hathaway portfolio.</li><li><a href=\"https://laohu8.com/S/ALLY\">Ally Financial </a>: Buffett&#39;s firm increased its position in this financial services firm by 234% last quarter.</li><li><a href=\"https://laohu8.com/S/AAPL\">Apple </a>: Shares in the big tech company fit well into Buffett&#39;s &#34;wonderful business at a fair price&#34; criteria.</li><li><a href=\"https://laohu8.com/S/ATVI\">Activision Blizzard </a>: This typically &#34;buy and hold&#34; style investor could reap a fast profit from this merger arbitrage position.</li><li><a href=\"https://laohu8.com/S/OXY\">Occidental Petroleum </a>: Recently getting the go-ahead to buy up to 50% of the energy company, the investing legend likely sees more upside.</li><li><a href=\"https://laohu8.com/S/PARA\">Paramount Global</a> (PARA): There&#39;s a lot pointing to Buffett&#39;s contrarian wager on the media company ultimately paying off.</li></ul><p>With the latest updates to Berkshire Hathaway’s list of equity holdings, Warren Buffett stocks are again making headlines. Investors large and small like to follow his portfolio moves. That’s not surprising. The “Oracle of Omaha” is considered to be one of the greatest investors of all time.</p><p>On Aug 15, Berkshire filed its quarterly 13F filing with the U.S. Securities and Exchange Commission (SEC). This report covers the company’s holdings as of June 30, 2022. Last quarter, macro fears led to a considerable pullback for stocks, especially during June.</p><p>Yet while Buffett’s company exited or trimmed several of its holdings, Berkshire added to many of its existing positions. In addition, the firm just recently announced another big increase to its position in one of its largest positions.</p><p>So, what are these Warren Buffett stocks that the legendary investor is buying while others are selling, in line with his “be greedy when others are fearful” maxim? These five, are a mix of value stocks, “wonderful business at a fair price” names, and even a merger arbitrage play.</p><table border=\"1\"><tbody><tr><td><b>Ticker</b></td><td><b>Company</b></td><td><b>Price</b></td></tr><tr><td><b>ALLY</b></td><td>Ally Financial</td><td>$34.98</td></tr><tr><td><b>AAPL</b></td><td>Apple</td><td>$169.47</td></tr><tr><td><b>ATVI</b></td><td>Activision Blizzard</td><td>$79.16</td></tr><tr><td><b>OXY</b></td><td>Occidental Petroleum</td><td>$74.04</td></tr><tr><td><b>PARA</b></td><td><a href=\"https://laohu8.com/S/PARAA\">Paramount Global</a></td><td>$25.28</td></tr></tbody></table><h2><a href=\"https://laohu8.com/S/ALLY\">Ally Financial </a></h2><p>Per <i>Whalewisdom</i>, which tracks 13F filings, Berkshire Hathaway increased its position in financial services company <b>Ally Financial</b> (NYSE:<b>ALLY</b>) by 234% last quarter.</p><p>Formerly known as <b>GMAC</b>, it took on its current name after the bankruptcy of its former corporate parent, <b>General Motors</b> (NYSE:<b>GM</b>) in 2009. Already diversifying away from its auto lending roots under GM’s ownership, over the past decade it’s been transforming itself into something more like a fintech company than an automaker’s finance division.</p><p>Negative sentiment about the economy is weighing heavily on ALLY stock. Shares are down around 33% in the past year. Yet with its low valuation (less than 5x earnings), Buffett may believe it has become oversold. Concerns about an “auto loan crisis” could ultimately prove to be overblown. If this happens, the stock could make a big jump from its current trading range.</p><h2><a href=\"https://laohu8.com/S/AAPL\">Apple </a></h2><p><b>Apple</b> (NASDAQ:<b>AAPL</b>) is the largest of the Warren Buffett stocks, and not only because it has a $2.7 trillion market capitalization. It makes up 40.8% of Berkshire’s portfolio of U.S.-listed equities.</p><p>Last quarter, Buffett continued to add to Berkshire’s AAPL stock position, purchasing an additional 3.9 million shares. Buffett’s holding in this stock is a good example of his “wonderful business at a fair price” philosophy put into practice. This strategy entails buying stocks that aren’t necessarily “cheap,” but can generate above-average returns.</p><p>This is due to factors like a deep economic moat, a strong balance sheet, and strong cash flow generation abilities. The tech behemoth fits these criteria. That said, shares have zoomed higher since the end of last quarter. One can argue Buffett got a “more than fair price,” assuming he made his latest purchases during the May/June sell-offs.</p><h2><a href=\"https://laohu8.com/S/ATVI\">Activision Blizzard </a></h2><p>What’s Warren Buffett’s angle with <b>Activision Blizzard</b> (<b>ATVI</b>)? Neither a value nor a “wonderful business” play, this is a merger arbitrage position for Berkshire Hathaway. Merger arbitrage is the strategy of buying stocks ahead of an announced mergers and acquisitions (M&amp;A) transaction.</p><p>There’s typically a spread between trading price and deal price, given the uncertainty over whether an M&amp;A transaction will go through. With ATVI stock, there’s concern that its tentative acquirer, <b>Microsoft</b> (NASDAQ:<b>MSFT</b>) will not receive regulatory approval to complete the deal. This has resulted in a big merger arbitrage spread.</p><p>In short, Buffett is betting big the deal goes through. If he’s right, Berkshire could see around a 20% gain. Given his decades of experience with similar “merger arb” trades, this such wager could result in a quick profit for this “buy and hold” investor.</p><h2><a href=\"https://laohu8.com/S/OXY\">Occidental Petroleum </a></h2><p>Spiking oil prices have resulted in a triple-digit gain for <b>Occidental Petroleum</b> (NYSE:<b>OXY</b>) shares so far this year, yet its growing status as a Warren Buffett stock may be why it continues to climb.</p><p>Buffett has been involved with the oil and gas company since 2019. That year, he helped finance its takeover of Anadarko Petroleum. At the time, Buffett’s firm bought $10 million in preferred shares and received warrants to buy 80 million shares of OXY stock.</p><p>Flash forward to 2022. After its pandemic crash, and post-pandemic recovery, Buffett began buying Occidental’s common shares on the open market, just as it was surging due to the Russia/Ukraine conflict. Still buying, Berkshire has received the regulatory go-ahead to up its stake to 50%, if it so chooses. It remains to be seen whether he buys the company outright, but he likely sees more upside for this top-performing stock.</p><h2><a href=\"https://laohu8.com/S/PARA\">Paramount Global</a></h2><p>“Old media” stocks like <b>Paramount Global</b> (NASDAQ:<b>PARA</b>) are out of favor right now. The market is skeptical about whether it can make the transition to a streaming-focused business model. Especially as even streaming-only companies like <b>Netflix</b> (NASDAQ:<b>NFLX</b>) struggle with subscriber growth.</p><p>Yet based on Berkshire’s nearly $2 billion position in PARA stock, it’s clear Buffett is taking the contrarian view. There’s a lot pointing to going against the grain being the better move. As <i>InvestorPlace’s</i> Josh Enomoto argued last month, shares are modestly undervalued. Investors may be overestimating the future impact of further “cord cutting.”</p><p>The company’s two streaming platforms (Paramount Plus, PlutoTV) continue to report subscriber growth. The market may be underestimating how successful it’ll be with its streaming pivot. In time, streaming could end up boosting its earnings. This, plus a market re-rating, could send the stock to much higher prices.</p></body></html>","source":"investorplace","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>5 Stocks That Warren Buffett Is Betting on Now</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\">\n5 Stocks That Warren Buffett Is Betting on Now\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-08-28 11:25 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://investorplace.com/2022/08/warren-buffett-stocks-5-the-oracle-of-omaha-is-buying-now/><strong>InvestorPlace</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Buying while others are fearful, these five Warren Buffett stocks have become larger holdings in the Berkshire Hathaway portfolio.Ally Financial : Buffett's firm increased its position in this ...</p>\n\n<a href=\"https://investorplace.com/2022/08/warren-buffett-stocks-5-the-oracle-of-omaha-is-buying-now/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4534":"瑞士信贷持仓","BK4533":"AQR资本管理(全球第二大对冲基金)","BK4555":"新能源车","BK4575":"芯片概念","BK4525":"远程办公概念","SQQQ":"纳指三倍做空ETF","BK4535":"淡马锡持仓","BK4524":"宅经济概念","BK4577":"网络游戏","GM":"通用汽车","BK4527":"明星科技股","BK4538":"云计算","BK4501":"段永平概念","BK4579":"人工智能","QQQ":"纳指100ETF","BK4166":"消费信贷","BK4503":"景林资产持仓","BK4574":"无人驾驶","PARA":"Paramount Global","OXY":"西方石油","BK4108":"电影和娱乐","BK4551":"寇图资本持仓","BK4571":"数字音乐概念","AAPL":"苹果","BK4573":"虚拟现实","QID":"纳指两倍做空ETF","BK4097":"系统软件","BK4561":"索罗斯持仓","BK4581":"高盛持仓","BK4504":"桥水持仓","BK4085":"互动家庭娱乐","QNETCN":"纳斯达克中美互联网老虎指数","BRK.A":"伯克希尔","BK4125":"广播","BK4099":"汽车制造商","BK4170":"电脑硬件、储存设备及电脑周边","BK4548":"巴美列捷福持仓","BK4201":"综合性石油与天然气企业","BK4176":"多领域控股","PSQ":"纳指反向ETF","BK4528":"SaaS概念","QLD":"纳指两倍做多ETF","BK4532":"文艺复兴科技持仓","BK4554":"元宇宙及AR概念","BK4515":"5G概念","BK4553":"喜马拉雅资本持仓","BK4567":"ESG概念","BK4507":"流媒体概念"},"source_url":"https://investorplace.com/2022/08/warren-buffett-stocks-5-the-oracle-of-omaha-is-buying-now/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2262135482","content_text":"Buying while others are fearful, these five Warren Buffett stocks have become larger holdings in the Berkshire Hathaway portfolio.Ally Financial : Buffett's firm increased its position in this financial services firm by 234% last quarter.Apple : Shares in the big tech company fit well into Buffett's \"wonderful business at a fair price\" criteria.Activision Blizzard : This typically \"buy and hold\" style investor could reap a fast profit from this merger arbitrage position.Occidental Petroleum : Recently getting the go-ahead to buy up to 50% of the energy company, the investing legend likely sees more upside.Paramount Global (PARA): There's a lot pointing to Buffett's contrarian wager on the media company ultimately paying off.With the latest updates to Berkshire Hathaway’s list of equity holdings, Warren Buffett stocks are again making headlines. Investors large and small like to follow his portfolio moves. That’s not surprising. The “Oracle of Omaha” is considered to be one of the greatest investors of all time.On Aug 15, Berkshire filed its quarterly 13F filing with the U.S. Securities and Exchange Commission (SEC). This report covers the company’s holdings as of June 30, 2022. Last quarter, macro fears led to a considerable pullback for stocks, especially during June.Yet while Buffett’s company exited or trimmed several of its holdings, Berkshire added to many of its existing positions. In addition, the firm just recently announced another big increase to its position in one of its largest positions.So, what are these Warren Buffett stocks that the legendary investor is buying while others are selling, in line with his “be greedy when others are fearful” maxim? These five, are a mix of value stocks, “wonderful business at a fair price” names, and even a merger arbitrage play.TickerCompanyPriceALLYAlly Financial$34.98AAPLApple$169.47ATVIActivision Blizzard$79.16OXYOccidental Petroleum$74.04PARAParamount Global$25.28Ally Financial Per Whalewisdom, which tracks 13F filings, Berkshire Hathaway increased its position in financial services company Ally Financial (NYSE:ALLY) by 234% last quarter.Formerly known as GMAC, it took on its current name after the bankruptcy of its former corporate parent, General Motors (NYSE:GM) in 2009. Already diversifying away from its auto lending roots under GM’s ownership, over the past decade it’s been transforming itself into something more like a fintech company than an automaker’s finance division.Negative sentiment about the economy is weighing heavily on ALLY stock. Shares are down around 33% in the past year. Yet with its low valuation (less than 5x earnings), Buffett may believe it has become oversold. Concerns about an “auto loan crisis” could ultimately prove to be overblown. If this happens, the stock could make a big jump from its current trading range.Apple Apple (NASDAQ:AAPL) is the largest of the Warren Buffett stocks, and not only because it has a $2.7 trillion market capitalization. It makes up 40.8% of Berkshire’s portfolio of U.S.-listed equities.Last quarter, Buffett continued to add to Berkshire’s AAPL stock position, purchasing an additional 3.9 million shares. Buffett’s holding in this stock is a good example of his “wonderful business at a fair price” philosophy put into practice. This strategy entails buying stocks that aren’t necessarily “cheap,” but can generate above-average returns.This is due to factors like a deep economic moat, a strong balance sheet, and strong cash flow generation abilities. The tech behemoth fits these criteria. That said, shares have zoomed higher since the end of last quarter. One can argue Buffett got a “more than fair price,” assuming he made his latest purchases during the May/June sell-offs.Activision Blizzard What’s Warren Buffett’s angle with Activision Blizzard (ATVI)? Neither a value nor a “wonderful business” play, this is a merger arbitrage position for Berkshire Hathaway. Merger arbitrage is the strategy of buying stocks ahead of an announced mergers and acquisitions (M&A) transaction.There’s typically a spread between trading price and deal price, given the uncertainty over whether an M&A transaction will go through. With ATVI stock, there’s concern that its tentative acquirer, Microsoft (NASDAQ:MSFT) will not receive regulatory approval to complete the deal. This has resulted in a big merger arbitrage spread.In short, Buffett is betting big the deal goes through. If he’s right, Berkshire could see around a 20% gain. Given his decades of experience with similar “merger arb” trades, this such wager could result in a quick profit for this “buy and hold” investor.Occidental Petroleum Spiking oil prices have resulted in a triple-digit gain for Occidental Petroleum (NYSE:OXY) shares so far this year, yet its growing status as a Warren Buffett stock may be why it continues to climb.Buffett has been involved with the oil and gas company since 2019. That year, he helped finance its takeover of Anadarko Petroleum. At the time, Buffett’s firm bought $10 million in preferred shares and received warrants to buy 80 million shares of OXY stock.Flash forward to 2022. After its pandemic crash, and post-pandemic recovery, Buffett began buying Occidental’s common shares on the open market, just as it was surging due to the Russia/Ukraine conflict. Still buying, Berkshire has received the regulatory go-ahead to up its stake to 50%, if it so chooses. It remains to be seen whether he buys the company outright, but he likely sees more upside for this top-performing stock.Paramount Global“Old media” stocks like Paramount Global (NASDAQ:PARA) are out of favor right now. The market is skeptical about whether it can make the transition to a streaming-focused business model. Especially as even streaming-only companies like Netflix (NASDAQ:NFLX) struggle with subscriber growth.Yet based on Berkshire’s nearly $2 billion position in PARA stock, it’s clear Buffett is taking the contrarian view. There’s a lot pointing to going against the grain being the better move. As InvestorPlace’s Josh Enomoto argued last month, shares are modestly undervalued. Investors may be overestimating the future impact of further “cord cutting.”The company’s two streaming platforms (Paramount Plus, PlutoTV) continue to report subscriber growth. The market may be underestimating how successful it’ll be with its streaming pivot. In time, streaming could end up boosting its earnings. This, plus a market re-rating, could send the stock to much higher prices.","news_type":1},"isVote":1,"tweetType":1,"viewCount":120,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9907736342,"gmtCreate":1660257515288,"gmtModify":1676531579212,"author":{"id":"3586485210826750","authorId":"3586485210826750","name":"TKPK","avatar":"https://community-static.tradeup.com/news/e250d1041115e1fb98d4fee161bc044a","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3586485210826750","authorIdStr":"3586485210826750"},"themes":[],"htmlText":"Thanks 😊&nbsp;","listText":"Thanks 😊&nbsp;","text":"Thanks 😊","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9907736342","repostId":"1103823286","repostType":4,"repost":{"id":"1103823286","kind":"news","pubTimestamp":1660231920,"share":"https://ttm.financial/m/news/1103823286?lang=&edition=fundamental","pubTime":"2022-08-11 23:32","market":"us","language":"en","title":"Alibaba: More Bad News","url":"https://stock-news.laohu8.com/highlight/detail?id=1103823286","media":"Seeking Alpha","summary":"SummaryAlibaba's shares are trading at seemingly attractive valuation multiples but investors should","content":"<html><head></head><body><p><b>Summary</b></p><ul><li>Alibaba&#39;s shares are trading at seemingly attractive valuation multiples but investors shouldn&#39;t fall into the trap.</li><li>Prospects for investing in Alibaba have significantly deteriorated in recent weeks.</li><li>Risk-averse investors may want to avoid the stock for the time being.</li></ul><p>Alibaba&#39;s (NYSE:BABA) (OTCPK:BABAF) shares are down over 50% in the last year and many investors are getting tempted to buy. The general rationale is that the stock has fallen enough already and that it should only rally on from here on out. While that might have been a compelling contrarian argument till a few weeks ago, it&#39;s now rife with problems, speculation and stretched assumptions. In this article, I&#39;ll explain why investors may want to avoid the value trap that Alibaba is gradually turning out to be. Let&#39;s take a closer look at it all.</p><p><b>The Valuation Misconception</b></p><p>Let me start by saying that Alibaba&#39;s shares are trading at just 2.1-times its trailing twelve-month sales. This is quite low, especially when considering that the stock used to trade at over 24-times its sales back in 2015. Given this steep discount compared to its own prior levels, contrarian investors have been arguing that the stock is attractively valued and that it doesn&#39;t have much downside potential left from current levels.</p><p>While that sounds like a compelling argument, the problem here is that industry comparables are trading at even more attractive multiples. The chart below should put things in perspective. The X-axis plots the Price-to-Sales (or P/S) multiples for over 25 internet retail stocks that are listed on US bourses. Note how Alibaba is horizontally positioned slightly towards the right, indicating that its trading at levels that are marginally higher than the industry average.</p><p><img src=\"https://static.tigerbbs.com/f5d6db06c8da4548d2002f11348dc0e4\" tg-width=\"640\" tg-height=\"358\" referrerpolicy=\"no-referrer\"/></p><p>BusinessQuant.com</p><p>Now, let&#39;s shift attention to the Y-axis, which plots the revenue growth rates for the same set of companies. Note how Alibaba is vertically positioned much lower than a broad swath of its other listed peers. This suggests that the stock is valued slightly higher than the industry average but its revenue growth rate is lower than most its peers in general. This implies that Alibaba&#39;s shares have room to correct further, in order to justify its subpar growth rate.</p><p>There are at least 14 other stocks classified in the internet retail industry, that are growing faster than Alibaba but trading at lower P/S multiples. This disparity is all the more prominent when we consider that Alibaba&#39;s US-listed shares offer an ownership only in a shell company floated in Cayman Islands, whereas its other attractively-priced US-based peers offer ownership in actual companies. Because of this difference in the nature of securities, Alibaba&#39;s shares should ideally be trading at a discount compared to its US-based peers in the first place, but it&#39;s actually trading at a slight premium instead. This should encourage contrarian investors to reconsider their thesis for the e-commerce giant.</p><p><b>The Growth Slowdown</b></p><p>Moving on, the Chinese government hasn&#39;t hiked its interest rates in recent months, unlike the US. This suggests the Chinese economy will continue growing at a relatively faster pace and companies operating there should, at least in theory, thrive while other global economies stagnate and/or go into recession. This industry tailwind should indeed boost Alibaba&#39;s growth prospects and it&#39;s admittedly a silver lining in the whole contrarian narrative.</p><p>But there&#39;s a problem here as well. Hindering consumer spending in Q3 may trigger a more profound slowdown for Alibaba and other similarly positioned Chinese e-commerce companies, negating the positives of low interest rates in the country. This is gradually reflected in the Street&#39;s forecasts - note how analysts have been gradually lowering their revenue estimates for the company in nearly every passing week.</p><p><img src=\"https://static.tigerbbs.com/e2fe58214fe586338142e205e80429ea\" tg-width=\"637\" tg-height=\"437\" referrerpolicy=\"no-referrer\"/></p><p>Ycharts</p><p>This situation should again encourage investors to rethink their rationale for Alibaba.</p><p><b>The Delisting Risk</b></p><p>Lastly, contrarian investors are hopeful that delisting fears pertaining to Alibaba are exaggerated and not really a matter of concern. However, the risk is very real. The SEC published a yet another list about 10 days ago, noting that Alibaba and 270 other Chinese companies will be forcefully delisted from US bourses if they don&#39;t open up for audit inspections.</p><p>Chinese regulators had reassured investors earlier this year that they&#39;re going to work with the SEC and comply with their audit requirements, in order to prevent mass delisting of Chinese stocks from US bourses. But I&#39;ve been warning investors that the regulators haven&#39;t been making any progress and the risk remains. The prospect of such progress seems even more unlikely now.</p><p>One might argue that Alibaba is listed on Hong Kong bourses so a delisting in the US won&#39;t make a difference. But it will. The prospect of Alibaba&#39;s shares getting delisted in the US, is likely to prompt a mass selloff by institutional investors that have mandates to invest in only US stocks. Besides, the financial cost of owning Hong Kong-listed stocks is far higher for US citizens, so retail investors are likely to sell their shares too in large numbers.</p><p>Moreover, it&#39;s not like Hong Kong-listed shares have been performing any better than their US-listed shares. Both the stocks have continuously declined for the better part of the past year and I expect the downtrend to continue in Hong Kong listed shares going forward as well, given the deteriorating growth prospects for Alibaba as a company and its stretched valuation in general.</p><p><img src=\"https://static.tigerbbs.com/e429e60a44011b271d8005a772849ddd\" tg-width=\"640\" tg-height=\"328\" referrerpolicy=\"no-referrer\"/></p><p>Yahoo Finance</p><p><b>Final Thoughts</b></p><p>There&#39;s no denying that Alibaba has grown its top line at a rapid rate in the past decade. The company has expanded its operations over time and its different revenue streams have all continued to grow over the years. This is a commendable feat and an enviable position to be in.</p><p><img src=\"https://static.tigerbbs.com/44d14b4467c4d87ffa64fe2f60f01bb1\" tg-width=\"640\" tg-height=\"672\" referrerpolicy=\"no-referrer\"/></p><p>BusinessQuant.com</p><p>However, there are now several risks associated with investing in Alibaba, namely decelerating revenue growth, the risk of getting delisted from US exchanges and its relatively pricey valuations in general. So, risk-averse investors may want to avoid investing in Alibaba for the time being at least. The stock seems tempting at current levels, but it&#39;s rife with issues.</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Alibaba: More Bad News</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nAlibaba: More Bad News\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-08-11 23:32 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4532407-alibaba-more-bad-news?source=content_type%3Aall%7Cfirst_level_url%3Aportfolio%7Csection%3Aportfolio_content_unit%7Csection_asset%3Alatest%7Cline%3A3><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryAlibaba's shares are trading at seemingly attractive valuation multiples but investors shouldn't fall into the trap.Prospects for investing in Alibaba have significantly deteriorated in recent ...</p>\n\n<a href=\"https://seekingalpha.com/article/4532407-alibaba-more-bad-news?source=content_type%3Aall%7Cfirst_level_url%3Aportfolio%7Csection%3Aportfolio_content_unit%7Csection_asset%3Alatest%7Cline%3A3\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BABA":"阿里巴巴","09988":"阿里巴巴-W"},"source_url":"https://seekingalpha.com/article/4532407-alibaba-more-bad-news?source=content_type%3Aall%7Cfirst_level_url%3Aportfolio%7Csection%3Aportfolio_content_unit%7Csection_asset%3Alatest%7Cline%3A3","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1103823286","content_text":"SummaryAlibaba's shares are trading at seemingly attractive valuation multiples but investors shouldn't fall into the trap.Prospects for investing in Alibaba have significantly deteriorated in recent weeks.Risk-averse investors may want to avoid the stock for the time being.Alibaba's (NYSE:BABA) (OTCPK:BABAF) shares are down over 50% in the last year and many investors are getting tempted to buy. The general rationale is that the stock has fallen enough already and that it should only rally on from here on out. While that might have been a compelling contrarian argument till a few weeks ago, it's now rife with problems, speculation and stretched assumptions. In this article, I'll explain why investors may want to avoid the value trap that Alibaba is gradually turning out to be. Let's take a closer look at it all.The Valuation MisconceptionLet me start by saying that Alibaba's shares are trading at just 2.1-times its trailing twelve-month sales. This is quite low, especially when considering that the stock used to trade at over 24-times its sales back in 2015. Given this steep discount compared to its own prior levels, contrarian investors have been arguing that the stock is attractively valued and that it doesn't have much downside potential left from current levels.While that sounds like a compelling argument, the problem here is that industry comparables are trading at even more attractive multiples. The chart below should put things in perspective. The X-axis plots the Price-to-Sales (or P/S) multiples for over 25 internet retail stocks that are listed on US bourses. Note how Alibaba is horizontally positioned slightly towards the right, indicating that its trading at levels that are marginally higher than the industry average.BusinessQuant.comNow, let's shift attention to the Y-axis, which plots the revenue growth rates for the same set of companies. Note how Alibaba is vertically positioned much lower than a broad swath of its other listed peers. This suggests that the stock is valued slightly higher than the industry average but its revenue growth rate is lower than most its peers in general. This implies that Alibaba's shares have room to correct further, in order to justify its subpar growth rate.There are at least 14 other stocks classified in the internet retail industry, that are growing faster than Alibaba but trading at lower P/S multiples. This disparity is all the more prominent when we consider that Alibaba's US-listed shares offer an ownership only in a shell company floated in Cayman Islands, whereas its other attractively-priced US-based peers offer ownership in actual companies. Because of this difference in the nature of securities, Alibaba's shares should ideally be trading at a discount compared to its US-based peers in the first place, but it's actually trading at a slight premium instead. This should encourage contrarian investors to reconsider their thesis for the e-commerce giant.The Growth SlowdownMoving on, the Chinese government hasn't hiked its interest rates in recent months, unlike the US. This suggests the Chinese economy will continue growing at a relatively faster pace and companies operating there should, at least in theory, thrive while other global economies stagnate and/or go into recession. This industry tailwind should indeed boost Alibaba's growth prospects and it's admittedly a silver lining in the whole contrarian narrative.But there's a problem here as well. Hindering consumer spending in Q3 may trigger a more profound slowdown for Alibaba and other similarly positioned Chinese e-commerce companies, negating the positives of low interest rates in the country. This is gradually reflected in the Street's forecasts - note how analysts have been gradually lowering their revenue estimates for the company in nearly every passing week.YchartsThis situation should again encourage investors to rethink their rationale for Alibaba.The Delisting RiskLastly, contrarian investors are hopeful that delisting fears pertaining to Alibaba are exaggerated and not really a matter of concern. However, the risk is very real. The SEC published a yet another list about 10 days ago, noting that Alibaba and 270 other Chinese companies will be forcefully delisted from US bourses if they don't open up for audit inspections.Chinese regulators had reassured investors earlier this year that they're going to work with the SEC and comply with their audit requirements, in order to prevent mass delisting of Chinese stocks from US bourses. But I've been warning investors that the regulators haven't been making any progress and the risk remains. The prospect of such progress seems even more unlikely now.One might argue that Alibaba is listed on Hong Kong bourses so a delisting in the US won't make a difference. But it will. The prospect of Alibaba's shares getting delisted in the US, is likely to prompt a mass selloff by institutional investors that have mandates to invest in only US stocks. Besides, the financial cost of owning Hong Kong-listed stocks is far higher for US citizens, so retail investors are likely to sell their shares too in large numbers.Moreover, it's not like Hong Kong-listed shares have been performing any better than their US-listed shares. Both the stocks have continuously declined for the better part of the past year and I expect the downtrend to continue in Hong Kong listed shares going forward as well, given the deteriorating growth prospects for Alibaba as a company and its stretched valuation in general.Yahoo FinanceFinal ThoughtsThere's no denying that Alibaba has grown its top line at a rapid rate in the past decade. The company has expanded its operations over time and its different revenue streams have all continued to grow over the years. This is a commendable feat and an enviable position to be in.BusinessQuant.comHowever, there are now several risks associated with investing in Alibaba, namely decelerating revenue growth, the risk of getting delisted from US exchanges and its relatively pricey valuations in general. So, risk-averse investors may want to avoid investing in Alibaba for the time being at least. The stock seems tempting at current levels, but it's rife with issues.","news_type":1},"isVote":1,"tweetType":1,"viewCount":204,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9044336838,"gmtCreate":1656714496424,"gmtModify":1676535880084,"author":{"id":"3586485210826750","authorId":"3586485210826750","name":"TKPK","avatar":"https://community-static.tradeup.com/news/e250d1041115e1fb98d4fee161bc044a","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3586485210826750","authorIdStr":"3586485210826750"},"themes":[],"htmlText":"Thank you for sharing 👍&nbsp;","listText":"Thank you for sharing 👍&nbsp;","text":"Thank you for sharing 👍","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9044336838","repostId":"1156924062","repostType":4,"repost":{"id":"1156924062","kind":"news","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":1656662908,"share":"https://ttm.financial/m/news/1156924062?lang=&edition=fundamental","pubTime":"2022-07-01 16:08","market":"us","language":"en","title":"TSMC Shares Slipped 4.15% as Major Clients Scale Back Orders","url":"https://stock-news.laohu8.com/highlight/detail?id=1156924062","media":"Tiger Newspress","summary":"TSMC shares slipped 4.15% as major clients like Apple, Nvidia and AMD scale back orders.TSMC has see","content":"<html><head></head><body><p>TSMC shares slipped 4.15% as major clients like Apple, Nvidia and AMD scale back orders.<img src=\"https://static.tigerbbs.com/6e13a61955f6c0c71a4e5c6c2ed916a7\" tg-width=\"829\" tg-height=\"822\" width=\"100%\" height=\"auto\"/>TSMC has seen its major clients adjust downward their chip orders for the rest of 2022, which may prompt the pure-play foundry to cut its revenue outlook for 2022, according to industry sources.</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; 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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\">\nTSMC Shares Slipped 4.15% as Major Clients Scale Back Orders\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time\">2022-07-01 16:08</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>TSMC shares slipped 4.15% as major clients like Apple, Nvidia and AMD scale back orders.<img src=\"https://static.tigerbbs.com/6e13a61955f6c0c71a4e5c6c2ed916a7\" tg-width=\"829\" tg-height=\"822\" width=\"100%\" height=\"auto\"/>TSMC has seen its major clients adjust downward their chip orders for the rest of 2022, which may prompt the pure-play foundry to cut its revenue outlook for 2022, according to industry sources.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TSM":"台积电"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1156924062","content_text":"TSMC shares slipped 4.15% as major clients like Apple, Nvidia and AMD scale back orders.TSMC has seen its major clients adjust downward their chip orders for the rest of 2022, which may prompt the pure-play foundry to cut its revenue outlook for 2022, according to industry sources.","news_type":1},"isVote":1,"tweetType":1,"viewCount":124,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}