RedDotter personal page - To The Moon

RedDotter

RedDotter

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12Followers

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01-14

So sorry the game is ending.

01-13

Nice game. Still can join in just for the fun of it.

01-12

Nice game. Regretted started so late.

01-10

Yes, this is an interesting game.

2023-10-19

Great ariticle, would you like to share it?

Pfizer: Washed-Out And On The Verge Of A Huge Turnaround

2023-06-21

There's still time to play and get a prize.

2023-04-15

Enjoy yourselves and try for the smaller prizes, there's still time.

2023-04-14

Enjoy the game while you can.

2023-04-13

Good diversion while watching your stocks' performance.

2023-04-13

Fun diversion while watching your stocks' performance.

2023-04-12

No matter how high our scores are, most of us will never get the Disney share but we can still try for the other prizes.

2023-04-11

Everyone wants the Disney share but it looks like it is an impossibility if you do not have any referrals.

2023-04-10

The speed was way too slow but now it is a little too fast!

2023-04-09

Thanks Tiger for a fun game.

2023-04-08

I notice the speed is faster now - more enjoyable.

2023-04-07

It's fun but would enjoy it more if the pace is a little faster.

2023-04-06

Ya, this game is so slow.........

2023-01-14

Why is football called The beautiful game? Can someone fill me in?

2023-01-13

An interesting but perplexing game.

2023-01-02

Did poorly today but hopeful to do better in the next game.

Go to Tiger App to see more news

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Regretted started so late.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/261967734624424","isVote":1,"tweetType":1,"viewCount":195,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":261581587804392,"gmtCreate":1704873180321,"gmtModify":1704873185116,"author":{"id":"4095701466603510","authorId":"4095701466603510","name":"RedDotter","avatar":"https://static.itradeup.com/news/0cd781383facbd5189a332ec20374b21","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4095701466603510","authorIdStr":"4095701466603510"},"themes":[],"htmlText":"Yes, this is an interesting game.","listText":"Yes, this is an interesting game.","text":"Yes, this is an interesting game.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/261581587804392","isVote":1,"tweetType":1,"viewCount":321,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":232053304586400,"gmtCreate":1697683632078,"gmtModify":1697683635890,"author":{"id":"4095701466603510","authorId":"4095701466603510","name":"RedDotter","avatar":"https://static.itradeup.com/news/0cd781383facbd5189a332ec20374b21","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4095701466603510","authorIdStr":"4095701466603510"},"themes":[],"htmlText":"Great ariticle, would you like to share it?","listText":"Great ariticle, would you like to share it?","text":"Great ariticle, would you like to share it?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/232053304586400","repostId":"2376548412","repostType":2,"repost":{"id":"2376548412","pubTimestamp":1697607433,"share":"https://ttm.financial/m/news/2376548412?lang=&edition=fundamental","pubTime":"2023-10-18 13:37","market":"us","language":"en","title":"Pfizer: Washed-Out And On The Verge Of A Huge Turnaround","url":"https://stock-news.laohu8.com/highlight/detail?id=2376548412","media":"Seekingalpha","summary":"Management updated investors in a conference call yesterday  as it elaborated on the critical aspects of its COVID franchise and cost-cutting programs. While Pfizer is expected to incur one-time restructuring charges of about $3B, it has also identified cost savings of approximately $3.5B through 2024. In addition, Pfizer expects the Seagen acquisition to be unaffected by the recent guidance change as Pfizer looks to shake off the COVID growth headwinds. Notwithstanding the near-term hit, Pfizer is optimistic about the long-term opportunities for its COVID franchise as it moves into the commercial market. 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Pfizer was too optimistic at the start of 2023.</p></li><li><p>With PFE already in washed-out status, I argue why the updated guidance should help PFE bottom out finally, as it didn&#39;t collapse below its September lows.</p></li></ul><p>I can hardly blame Pfizer Inc. (NYSE: PFE) investors for feeling frustrated. After seeing PFE topping out in December 2022, the market has correctly anticipated that Pfizer could be mired in a substantial COVID growth normalization phase. Notwithstanding management&#39;s initial confidence in 2023, Pfizer&#39;s recent sharp guidance revision last week justified the market&#39;s pessimism. While I remained bullish over PFE, my mean-reversion thesis has yet to play out accordingly, given the COVID revenue uncertainties.</p><p>Accordingly, Pfizer reduced its FY23 adjusted EPS outlook from a midpoint of $3.35. The revised guidance range between $1.45 and $1.65 suggests a midpoint metric of $1.55, down nearly 54% from its initial midpoint outlook. The company highlighted one-time charges (primarily on inventory write-offs) and a sharp reduction in revenue outlook, leading to a significant revision in its guidance.</p><p>Accordingly, Pfizer no longer expects a midpoint revenue outlook of $68.5B. The revised revenue outlook is expected to be between $58B and $61B, resulting in a midpoint guidance of $59.5B. Most of these reductions are related to the overstatement of the revenue attribution from its COVID franchise, given the adjustments with the US government.</p><p>With that in mind, I believe management has sought to clear the air before its upcoming third-quarter or FQ3 earnings release on October 31. It&#39;s the right move that could help the &#34;washed-out&#34; PFE stock finally form a robust bottoming process for its subsequent recovery. Makes sense?</p><p>Management updated investors in a conference call yesterday (October 16) as it elaborated on the critical aspects of its COVID franchise and cost-cutting programs.</p><p>While Pfizer is expected to incur one-time restructuring charges of about $3B, it has also identified cost savings of approximately $3.5B through 2024. In addition, Pfizer expects the <a href=\"https://laohu8.com/S/SGEN\">Seagen</a> acquisition to be unaffected by the recent guidance change as Pfizer looks to shake off the COVID growth headwinds.</p><p>Notwithstanding the near-term hit, Pfizer is optimistic about the long-term opportunities for its COVID franchise as it moves into the commercial market. As such, management remains confident about its $30B long-term outlook as Pfizer looks to increase its vaccination rates in line with the annual flu market with COVID-flu combination vaccines.</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/f46f2d8b8300007fc83a981fef51fb7e\" tg-width=\"430\" tg-height=\"307\"/></p><p>PFE Quant Grades (Seeking Alpha)</p><p>As seen above, the market has reflected significant pessimism on PFE&#39;s valuation, with a &#34;B&#34; grade assigned by Seeking Alpha Quant. While it&#39;s expected to take a near-term profitability hit in the second half, it helps Pfizer&#39;s cost base to potentially bottom out this year and inflect in 2024 after reflecting these one-time charges.</p><p>While moving toward the commercial market is filled with significant uncertainties, I have confidence in Pfizer&#39;s long-term COVID target, providing upside optimism. As such, while the market could remain cautious as Pfizer makes the necessary transition to the commercial scene, peak pessimism is likely reached or even close, given the recent guidance downgrade.</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/a0b6cb6ce074b5bd1d60b370755f1fe8\" tg-width=\"640\" tg-height=\"339\"/></p><p>PFE price chart (weekly) (TradingView)</p><p>As seen above, PFE didn&#39;t break down below its September lows ($31 level) despite the guidance change last week. As such, it suggests that the market had already anticipated PFE&#39;s guidance revision, focusing on its recovery from 2024. Moreover, PFE&#39;s price action suggests that a bear trap (false downside breakdown) could happen over the next few months if buyers can defend the current levels robustly.</p><p>In other words, I gleaned that unless Pfizer still needs to make significant changes to its guidance subsequently, the recent management update should finally be adequate to help its stock bottom out. Investors need clarity to assess the resilience of Pfizer&#39;s COVID revenue, and I believe they likely got what they needed over the past week.</p><p><em>Rating: Maintain Strong Buy.</em></p><p><em>Important note: Investors are reminded to do their due diligence and not rely on the information provided as financial advice. Please always apply independent thinking and note that the rating is not intended to time a specific entry/exit at the point of writing unless otherwise specified.</em></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>Pfizer: Washed-Out And On The Verge Of A Huge Turnaround</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\">\nPfizer: Washed-Out And On The Verge Of A Huge Turnaround\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-10-18 13:37 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4641233-pfizer-washed-out-and-on-the-verge-of-a-huge-turnaround><strong>Seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Pfizer slashed its FY23 adjusted EPS outlook by nearly 54% due to one-time charges and a sharp reduction in revenue outlook.The company no longer expects a midpoint revenue outlook of $68.5B, ...</p>\n\n<a href=\"https://seekingalpha.com/article/4641233-pfizer-washed-out-and-on-the-verge-of-a-huge-turnaround\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"PFE":"辉瑞"},"source_url":"https://seekingalpha.com/article/4641233-pfizer-washed-out-and-on-the-verge-of-a-huge-turnaround","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"2376548412","content_text":"Pfizer slashed its FY23 adjusted EPS outlook by nearly 54% due to one-time charges and a sharp reduction in revenue outlook.The company no longer expects a midpoint revenue outlook of $68.5B, downgrading it to between $58B and $61B.Despite the guidance change, Pfizer remains optimistic about the long-term opportunities for its COVID franchise.I assessed that the clarity provided by management is finally in sync with what the market has anticipated, given the hammering in 2023. Pfizer was too optimistic at the start of 2023.With PFE already in washed-out status, I argue why the updated guidance should help PFE bottom out finally, as it didn't collapse below its September lows.I can hardly blame Pfizer Inc. (NYSE: PFE) investors for feeling frustrated. After seeing PFE topping out in December 2022, the market has correctly anticipated that Pfizer could be mired in a substantial COVID growth normalization phase. Notwithstanding management's initial confidence in 2023, Pfizer's recent sharp guidance revision last week justified the market's pessimism. While I remained bullish over PFE, my mean-reversion thesis has yet to play out accordingly, given the COVID revenue uncertainties.Accordingly, Pfizer reduced its FY23 adjusted EPS outlook from a midpoint of $3.35. The revised guidance range between $1.45 and $1.65 suggests a midpoint metric of $1.55, down nearly 54% from its initial midpoint outlook. The company highlighted one-time charges (primarily on inventory write-offs) and a sharp reduction in revenue outlook, leading to a significant revision in its guidance.Accordingly, Pfizer no longer expects a midpoint revenue outlook of $68.5B. The revised revenue outlook is expected to be between $58B and $61B, resulting in a midpoint guidance of $59.5B. Most of these reductions are related to the overstatement of the revenue attribution from its COVID franchise, given the adjustments with the US government.With that in mind, I believe management has sought to clear the air before its upcoming third-quarter or FQ3 earnings release on October 31. It's the right move that could help the \"washed-out\" PFE stock finally form a robust bottoming process for its subsequent recovery. Makes sense?Management updated investors in a conference call yesterday (October 16) as it elaborated on the critical aspects of its COVID franchise and cost-cutting programs.While Pfizer is expected to incur one-time restructuring charges of about $3B, it has also identified cost savings of approximately $3.5B through 2024. In addition, Pfizer expects the Seagen acquisition to be unaffected by the recent guidance change as Pfizer looks to shake off the COVID growth headwinds.Notwithstanding the near-term hit, Pfizer is optimistic about the long-term opportunities for its COVID franchise as it moves into the commercial market. As such, management remains confident about its $30B long-term outlook as Pfizer looks to increase its vaccination rates in line with the annual flu market with COVID-flu combination vaccines.PFE Quant Grades (Seeking Alpha)As seen above, the market has reflected significant pessimism on PFE's valuation, with a \"B\" grade assigned by Seeking Alpha Quant. While it's expected to take a near-term profitability hit in the second half, it helps Pfizer's cost base to potentially bottom out this year and inflect in 2024 after reflecting these one-time charges.While moving toward the commercial market is filled with significant uncertainties, I have confidence in Pfizer's long-term COVID target, providing upside optimism. As such, while the market could remain cautious as Pfizer makes the necessary transition to the commercial scene, peak pessimism is likely reached or even close, given the recent guidance downgrade.PFE price chart (weekly) (TradingView)As seen above, PFE didn't break down below its September lows ($31 level) despite the guidance change last week. As such, it suggests that the market had already anticipated PFE's guidance revision, focusing on its recovery from 2024. Moreover, PFE's price action suggests that a bear trap (false downside breakdown) could happen over the next few months if buyers can defend the current levels robustly.In other words, I gleaned that unless Pfizer still needs to make significant changes to its guidance subsequently, the recent management update should finally be adequate to help its stock bottom out. Investors need clarity to assess the resilience of Pfizer's COVID revenue, and I believe they likely got what they needed over the past week.Rating: Maintain Strong Buy.Important note: Investors are reminded to do their due diligence and not rely on the information provided as financial advice. Please always apply independent thinking and note that the rating is not intended to time a specific entry/exit at the point of writing unless otherwise specified.","news_type":1},"isVote":1,"tweetType":1,"viewCount":500,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":189612139339808,"gmtCreate":1687317725820,"gmtModify":1687317729723,"author":{"id":"4095701466603510","authorId":"4095701466603510","name":"RedDotter","avatar":"https://static.itradeup.com/news/0cd781383facbd5189a332ec20374b21","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4095701466603510","authorIdStr":"4095701466603510"},"themes":[],"htmlText":"There's still time to play and get a prize.","listText":"There's still time to play and get a prize.","text":"There's still time to play and get a prize.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/189612139339808","isVote":1,"tweetType":1,"viewCount":394,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9945424505,"gmtCreate":1681562496107,"gmtModify":1681562499831,"author":{"id":"4095701466603510","authorId":"4095701466603510","name":"RedDotter","avatar":"https://static.itradeup.com/news/0cd781383facbd5189a332ec20374b21","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4095701466603510","authorIdStr":"4095701466603510"},"themes":[],"htmlText":"Enjoy yourselves and try for the smaller prizes, there's still time.","listText":"Enjoy yourselves and try for the smaller prizes, there's still time.","text":"Enjoy yourselves and try for the smaller prizes, there's still time.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9945424505","isVote":1,"tweetType":1,"viewCount":515,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9945158315,"gmtCreate":1681404592437,"gmtModify":1681404596030,"author":{"id":"4095701466603510","authorId":"4095701466603510","name":"RedDotter","avatar":"https://static.itradeup.com/news/0cd781383facbd5189a332ec20374b21","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4095701466603510","authorIdStr":"4095701466603510"},"themes":[],"htmlText":"Enjoy the game&nbsp;while you can.","listText":"Enjoy the game&nbsp;while you can.","text":"Enjoy the game while you can.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9945158315","isVote":1,"tweetType":1,"viewCount":291,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9945927021,"gmtCreate":1681353775964,"gmtModify":1681362979827,"author":{"id":"4095701466603510","authorId":"4095701466603510","name":"RedDotter","avatar":"https://static.itradeup.com/news/0cd781383facbd5189a332ec20374b21","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4095701466603510","authorIdStr":"4095701466603510"},"themes":[],"htmlText":"Good diversion while watching your stocks' performance.","listText":"Good diversion while watching your stocks' performance.","text":"Good diversion while watching your stocks' performance.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9945927021","isVote":1,"tweetType":1,"viewCount":646,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9945924895,"gmtCreate":1681353655819,"gmtModify":1681366454761,"author":{"id":"4095701466603510","authorId":"4095701466603510","name":"RedDotter","avatar":"https://static.itradeup.com/news/0cd781383facbd5189a332ec20374b21","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4095701466603510","authorIdStr":"4095701466603510"},"themes":[],"htmlText":"Fun diversion while watching your stocks' performance.","listText":"Fun diversion while watching your stocks' performance.","text":"Fun diversion while watching your stocks' performance.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9945924895","isVote":1,"tweetType":1,"viewCount":372,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9942277570,"gmtCreate":1681244422891,"gmtModify":1681244426555,"author":{"id":"4095701466603510","authorId":"4095701466603510","name":"RedDotter","avatar":"https://static.itradeup.com/news/0cd781383facbd5189a332ec20374b21","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4095701466603510","authorIdStr":"4095701466603510"},"themes":[],"htmlText":"No matter how high our scores are, most of us will never get the Disney share&nbsp; but we can still try for the other prizes.","listText":"No matter how high our scores are, most of us will never get the Disney share&nbsp; but we can still try for the other prizes.","text":"No matter how high our scores are, most of us will never get the Disney share but we can still try for the other prizes.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9942277570","isVote":1,"tweetType":1,"viewCount":322,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9942138440,"gmtCreate":1681150042180,"gmtModify":1681150045923,"author":{"id":"4095701466603510","authorId":"4095701466603510","name":"RedDotter","avatar":"https://static.itradeup.com/news/0cd781383facbd5189a332ec20374b21","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4095701466603510","authorIdStr":"4095701466603510"},"themes":[],"htmlText":"Everyone wants the Disney share but it looks like it is an impossibility if you do not have any referrals.","listText":"Everyone wants the Disney share but it looks like it is an impossibility if you do not have any referrals.","text":"Everyone wants the Disney share but it looks like it is an impossibility if you do not have any referrals.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9942138440","isVote":1,"tweetType":1,"viewCount":189,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9946753225,"gmtCreate":1681059648368,"gmtModify":1681059651863,"author":{"id":"4095701466603510","authorId":"4095701466603510","name":"RedDotter","avatar":"https://static.itradeup.com/news/0cd781383facbd5189a332ec20374b21","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4095701466603510","authorIdStr":"4095701466603510"},"themes":[],"htmlText":"The speed was way too slow but now it is a little too fast!","listText":"The speed was way too slow but now it is a little too fast!","text":"The speed was way too slow but now it is a little too fast!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9946753225","isVote":1,"tweetType":1,"viewCount":124,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9946244048,"gmtCreate":1680984274384,"gmtModify":1680984279855,"author":{"id":"4095701466603510","authorId":"4095701466603510","name":"RedDotter","avatar":"https://static.itradeup.com/news/0cd781383facbd5189a332ec20374b21","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4095701466603510","authorIdStr":"4095701466603510"},"themes":[],"htmlText":"Thanks Tiger for a fun game.","listText":"Thanks Tiger for a fun game.","text":"Thanks Tiger for a fun game.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9946244048","isVote":1,"tweetType":1,"viewCount":198,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9946607475,"gmtCreate":1680929012298,"gmtModify":1680929016172,"author":{"id":"4095701466603510","authorId":"4095701466603510","name":"RedDotter","avatar":"https://static.itradeup.com/news/0cd781383facbd5189a332ec20374b21","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4095701466603510","authorIdStr":"4095701466603510"},"themes":[],"htmlText":"I notice the speed is faster now - more enjoyable.","listText":"I notice the speed is faster now - more enjoyable.","text":"I notice the speed is faster now - more enjoyable.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9946607475","isVote":1,"tweetType":1,"viewCount":230,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9946090004,"gmtCreate":1680799758508,"gmtModify":1680799762726,"author":{"id":"4095701466603510","authorId":"4095701466603510","name":"RedDotter","avatar":"https://static.itradeup.com/news/0cd781383facbd5189a332ec20374b21","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4095701466603510","authorIdStr":"4095701466603510"},"themes":[],"htmlText":"It's fun but would enjoy it more if the pace is a little faster.","listText":"It's fun but would enjoy it more if the pace is a little faster.","text":"It's fun but would enjoy it more if the pace is a little faster.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9946090004","isVote":1,"tweetType":1,"viewCount":252,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9948400577,"gmtCreate":1680754447499,"gmtModify":1680754451725,"author":{"id":"4095701466603510","authorId":"4095701466603510","name":"RedDotter","avatar":"https://static.itradeup.com/news/0cd781383facbd5189a332ec20374b21","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4095701466603510","authorIdStr":"4095701466603510"},"themes":[],"htmlText":"Ya, this game is so slow.........","listText":"Ya, this game is so slow.........","text":"Ya, this game is so slow.........","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9948400577","isVote":1,"tweetType":1,"viewCount":164,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9958843389,"gmtCreate":1673701064142,"gmtModify":1676538876203,"author":{"id":"4095701466603510","authorId":"4095701466603510","name":"RedDotter","avatar":"https://static.itradeup.com/news/0cd781383facbd5189a332ec20374b21","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4095701466603510","authorIdStr":"4095701466603510"},"themes":[],"htmlText":"Why is football called The beautiful game?&nbsp; &nbsp;Can someone fill me in?","listText":"Why is football called The beautiful game?&nbsp; &nbsp;Can someone fill me in?","text":"Why is football called The beautiful game? Can someone fill me in?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9958843389","isVote":1,"tweetType":1,"viewCount":189,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9958907705,"gmtCreate":1673603030707,"gmtModify":1676538863146,"author":{"id":"4095701466603510","authorId":"4095701466603510","name":"RedDotter","avatar":"https://static.itradeup.com/news/0cd781383facbd5189a332ec20374b21","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4095701466603510","authorIdStr":"4095701466603510"},"themes":[],"htmlText":"An interesting but perplexing game.&nbsp; &nbsp;&nbsp;","listText":"An interesting but perplexing game.&nbsp; &nbsp;&nbsp;","text":"An interesting but perplexing game.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9958907705","isVote":1,"tweetType":1,"viewCount":134,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9950928080,"gmtCreate":1672647237140,"gmtModify":1676538715596,"author":{"id":"4095701466603510","authorId":"4095701466603510","name":"RedDotter","avatar":"https://static.itradeup.com/news/0cd781383facbd5189a332ec20374b21","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4095701466603510","authorIdStr":"4095701466603510"},"themes":[],"htmlText":"Did poorly today but hopeful to do better in the next game.","listText":"Did poorly today but hopeful to do better in the next game.","text":"Did poorly today but hopeful to do better in the next game.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9950928080","isVote":1,"tweetType":1,"viewCount":116,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"hots":[{"id":9922720578,"gmtCreate":1671847449995,"gmtModify":1676538602957,"author":{"id":"4095701466603510","authorId":"4095701466603510","name":"RedDotter","avatar":"https://static.itradeup.com/news/0cd781383facbd5189a332ec20374b21","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4095701466603510","authorIdStr":"4095701466603510"},"themes":[],"htmlText":"These are companies with strong cash holdings&nbsp;and low gearing.&nbsp; &nbsp;&nbsp;If any were to go downthen these should be among the last to do so.","listText":"These are companies with strong cash holdings&nbsp;and low gearing.&nbsp; &nbsp;&nbsp;If any were to go downthen these should be among the last to do so.","text":"These are companies with strong cash holdings and low gearing. If any were to go downthen these should be among the last to do so.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/9922720578","repostId":"1155846685","repostType":4,"repost":{"id":"1155846685","pubTimestamp":1671843845,"share":"https://ttm.financial/m/news/1155846685?lang=&edition=fundamental","pubTime":"2022-12-24 09:04","market":"sg","language":"en","title":"4 REITs That Could Up Their DPU in 2023","url":"https://stock-news.laohu8.com/highlight/detail?id=1155846685","media":"The Smart Investor","summary":"It has been a turbulent year for theREIT sectoras a combination ofhigh inflationandsurging interest rateshas dampened sentiment for the asset class.However, REITs continue to be suitable for income-se","content":"<html><head></head><body><p>It has been a turbulent year for the REIT sector as a combination of high inflation and surging interest rates has dampened sentiment for the asset class.</p><p>However, REITs continue to be suitable for income-seeking investors as they are mandated to pay out at least 90% of their earnings as distributions.</p><p>REIT investors have relied on this asset class for steady dividends throughout the years, and though the sector is facing headwinds, this aspect is unlikely to change.</p><p>The good news is that REIT managers are not sitting ducks and can employ a variety of methods to ensure that their distribution per unit (DPU) is protected.</p><p>These include acquisitions to boost DPU as well as positive rental reversions, redevelopments, and asset enhancement initiatives (AEI).</p><p>With these measures at their disposal, REITs can not only mitigate a drop in DPU but could also report a higher one next year.</p><p>Here are four REITs that could increase their DPU in 2023.</p><p><b>Digital Core REIT (SGX: DCRU)</b></p><p>Digital Core REIT, or DCR, is a data centre REIT with a portfolio of 10 fully-occupied data centres worth US$1.4 billion as of 30 September 2022.</p><p>These properties are located in Canada and the US and have a weighted average lease expiry of five years.</p><p>The newly-listed REIT paid out its maiden distribution of US$0.0206 for its fiscal 2022’s first half (1H2022).</p><p>DCR is also anchored by a strong sponsor in the US-listed <b>Digital Realty Trust</b>(NYSE: DLR) which owns more than 300 data centres globally along with 4,000+ customers.</p><p>The REIT had just concluded the acquisition of a 25% interest in a Frankfurt data centre for US$146 million, with 1H2022 DPU rising by a projected 2% to US$0.021.</p><p>DCR’s aggregate leverage is expected to rise to 33% after this purchase, allowing the REIT to continue tapping on debt for future acquisitions.</p><p>DCR has a global right-of-first-refusal on around 250 data centres of its sponsor with a pipeline that could eventually increase its portfolio to around US$15 billion.</p><p><b>Mapletree Pan Asia Commercial Trust (SGX: N2IU)</b></p><p>Mapletree Pan Asia Commercial Trust, or MPACT, is a retail cum commercial REIT with a portfolio of 18 properties in key markets such as Hong Kong, Singapore, China, Japan, and South Korea.</p><p>The REIT’s assets under management (AUM) stood at S$16.9 billion as of 30 September 2022 with a committed occupancy rate of 96.9%.</p><p>MPACT’s DPU rose 12.5% year on year to S$0.0494 for its fiscal 2023’s first half (1H2023) as gross revenue and net property income both surged by 44.9% year on year.</p><p>Investors can look forward to higher contributions from MPACT’s key Hong Kong retail asset, Festival Walk, as China relaxes its strict COVID-zero policy.</p><p>Festival Walk contributed around 11.7% of 1H2023’s NPI and a recovery in tenant sales and footfall could bring in better rental income for the REIT.</p><p>MPACT also has its “4R” asset and capital management strategy (recharge, resilience, reconstitute, refocus) that should see growth in South Korea and capital recycling in Japan.</p><p><b>CapitaLand Ascendas REIT (SGX: A17U)</b></p><p>CapitaLand Ascendas REIT, or CLAR, is an industrial REIT with a portfolio of 226 properties worth S$16.5 billion as of 30 September 2022.</p><p>The REIT had announced a 2.8% year on year increase in its DPU to S$0.07873 for 1H2022.</p><p>As of 3Q2022, CLAR reported a high occupancy rate of 94.5% with a positive rental reversion of 5.4%.</p><p>The industrial REIT is active with acquisitions and announced S$296.7 million worth of purchases during the quarter.</p><p>With an aggregate leverage of 37.3% and a low cost of debt of 2.2%, CLAR is well-positioned to make more yield-accretive acquisitions.</p><p>The REIT also has a slew of ongoing projects such as redevelopments and AEIs totalling S$622.4 million that should boost rental income over time.</p><p><b>Frasers Logistics &amp; Commercial Trust (SGX: BUOU)</b></p><p>Frasers Logistics &amp; Commercial Trust, or FLCT, owns a portfolio of 105 industrial and commercial properties across five countries with an AUM of approximately S$6.7 billion as of 30 September 2022 (FY2022).</p><p>The REIT had reported a slight 0.8% year on year dip in its DPU to S$0.0762 for FY2022 due to the divestment of Cross Street Exchange and weaker exchange rates.</p><p>However, there is good reason to believe that FLCT’s DPU can increase in FY2023.</p><p>The REIT’s gearing stood at just 27.4% as of 30 September 2022, providing it with a debt headroom of S$3.2 billion for future acquisitions.</p><p>Furthermore, FLCT has close to 82% of its borrowings at fixed rates, thereby mitigating a sharp increase in finance costs.</p><p>Management has also demonstrated its capital recycling savvy by divesting Cross Street Exchange at a 28.3% premium to its book value.</p><p>A leasehold property in Melbourne was also divested at nearly double its original book value during FY2022.</p><p>For its fourth quarter of FY2022, FLCT also executed 23 leasing transactions that saw a positive rental reversion of 9.8%.</p><p>These factors should stand the REIT in good stead to improve its DPU for FY2023.</p></body></html>","source":"lsy1602567310727","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>4 REITs That Could Up Their DPU in 2023</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n4 REITs That Could Up Their DPU in 2023\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-12-24 09:04 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://thesmartinvestor.com.sg/4-reits-that-could-up-their-dpu-in-2023/><strong>The Smart Investor</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>It has been a turbulent year for the REIT sector as a combination of high inflation and surging interest rates has dampened sentiment for the asset class.However, REITs continue to be suitable for ...</p>\n\n<a href=\"https://thesmartinvestor.com.sg/4-reits-that-could-up-their-dpu-in-2023/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"N2IU.SI":"丰树商业信托","BUOU.SI":"星狮物流工业信托","A17U.SI":"凯德腾飞房产信托","DCRU.SI":"DigiCore Reit USD"},"source_url":"https://thesmartinvestor.com.sg/4-reits-that-could-up-their-dpu-in-2023/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1155846685","content_text":"It has been a turbulent year for the REIT sector as a combination of high inflation and surging interest rates has dampened sentiment for the asset class.However, REITs continue to be suitable for income-seeking investors as they are mandated to pay out at least 90% of their earnings as distributions.REIT investors have relied on this asset class for steady dividends throughout the years, and though the sector is facing headwinds, this aspect is unlikely to change.The good news is that REIT managers are not sitting ducks and can employ a variety of methods to ensure that their distribution per unit (DPU) is protected.These include acquisitions to boost DPU as well as positive rental reversions, redevelopments, and asset enhancement initiatives (AEI).With these measures at their disposal, REITs can not only mitigate a drop in DPU but could also report a higher one next year.Here are four REITs that could increase their DPU in 2023.Digital Core REIT (SGX: DCRU)Digital Core REIT, or DCR, is a data centre REIT with a portfolio of 10 fully-occupied data centres worth US$1.4 billion as of 30 September 2022.These properties are located in Canada and the US and have a weighted average lease expiry of five years.The newly-listed REIT paid out its maiden distribution of US$0.0206 for its fiscal 2022’s first half (1H2022).DCR is also anchored by a strong sponsor in the US-listed Digital Realty Trust(NYSE: DLR) which owns more than 300 data centres globally along with 4,000+ customers.The REIT had just concluded the acquisition of a 25% interest in a Frankfurt data centre for US$146 million, with 1H2022 DPU rising by a projected 2% to US$0.021.DCR’s aggregate leverage is expected to rise to 33% after this purchase, allowing the REIT to continue tapping on debt for future acquisitions.DCR has a global right-of-first-refusal on around 250 data centres of its sponsor with a pipeline that could eventually increase its portfolio to around US$15 billion.Mapletree Pan Asia Commercial Trust (SGX: N2IU)Mapletree Pan Asia Commercial Trust, or MPACT, is a retail cum commercial REIT with a portfolio of 18 properties in key markets such as Hong Kong, Singapore, China, Japan, and South Korea.The REIT’s assets under management (AUM) stood at S$16.9 billion as of 30 September 2022 with a committed occupancy rate of 96.9%.MPACT’s DPU rose 12.5% year on year to S$0.0494 for its fiscal 2023’s first half (1H2023) as gross revenue and net property income both surged by 44.9% year on year.Investors can look forward to higher contributions from MPACT’s key Hong Kong retail asset, Festival Walk, as China relaxes its strict COVID-zero policy.Festival Walk contributed around 11.7% of 1H2023’s NPI and a recovery in tenant sales and footfall could bring in better rental income for the REIT.MPACT also has its “4R” asset and capital management strategy (recharge, resilience, reconstitute, refocus) that should see growth in South Korea and capital recycling in Japan.CapitaLand Ascendas REIT (SGX: A17U)CapitaLand Ascendas REIT, or CLAR, is an industrial REIT with a portfolio of 226 properties worth S$16.5 billion as of 30 September 2022.The REIT had announced a 2.8% year on year increase in its DPU to S$0.07873 for 1H2022.As of 3Q2022, CLAR reported a high occupancy rate of 94.5% with a positive rental reversion of 5.4%.The industrial REIT is active with acquisitions and announced S$296.7 million worth of purchases during the quarter.With an aggregate leverage of 37.3% and a low cost of debt of 2.2%, CLAR is well-positioned to make more yield-accretive acquisitions.The REIT also has a slew of ongoing projects such as redevelopments and AEIs totalling S$622.4 million that should boost rental income over time.Frasers Logistics & Commercial Trust (SGX: BUOU)Frasers Logistics & Commercial Trust, or FLCT, owns a portfolio of 105 industrial and commercial properties across five countries with an AUM of approximately S$6.7 billion as of 30 September 2022 (FY2022).The REIT had reported a slight 0.8% year on year dip in its DPU to S$0.0762 for FY2022 due to the divestment of Cross Street Exchange and weaker exchange rates.However, there is good reason to believe that FLCT’s DPU can increase in FY2023.The REIT’s gearing stood at just 27.4% as of 30 September 2022, providing it with a debt headroom of S$3.2 billion for future acquisitions.Furthermore, FLCT has close to 82% of its borrowings at fixed rates, thereby mitigating a sharp increase in finance costs.Management has also demonstrated its capital recycling savvy by divesting Cross Street Exchange at a 28.3% premium to its book value.A leasehold property in Melbourne was also divested at nearly double its original book value during FY2022.For its fourth quarter of FY2022, FLCT also executed 23 leasing transactions that saw a positive rental reversion of 9.8%.These factors should stand the REIT in good stead to improve its DPU for FY2023.","news_type":1},"isVote":1,"tweetType":1,"viewCount":105,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9922727959,"gmtCreate":1671848836172,"gmtModify":1676538603242,"author":{"id":"4095701466603510","authorId":"4095701466603510","name":"RedDotter","avatar":"https://static.itradeup.com/news/0cd781383facbd5189a332ec20374b21","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4095701466603510","authorIdStr":"4095701466603510"},"themes":[],"htmlText":"Glad to have come upon this article.&nbsp; &nbsp;I was about to buy into this stock.","listText":"Glad to have come upon this article.&nbsp; &nbsp;I was about to buy into this stock.","text":"Glad to have come upon this article. I was about to buy into this stock.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9922727959","repostId":"2293141590","repostType":4,"repost":{"id":"2293141590","pubTimestamp":1671846022,"share":"https://ttm.financial/m/news/2293141590?lang=&edition=fundamental","pubTime":"2022-12-24 09:40","market":"us","language":"en","title":"Nike is Down 34% From Its High. Time to Buy?","url":"https://stock-news.laohu8.com/highlight/detail?id=2293141590","media":"Motley Fool","summary":"The athletic footwear and apparel giant still faces near-term headwinds.","content":"<html><head></head><body><p><b>Nike</b>&#39;s stock surged 12% in late December in response to its latest earnings report. For the second quarter of fiscal 2023, which ended on Nov. 30, the athletic footwear and apparel maker&#39;s revenue rose 17% year over year (27% in constant currency terms) to $13.3 billion and exceeded analysts&#39; expectations by $740 million. Its net income stayed nearly flat at $1.3 billion, but big buybacks boosted its diluted earnings by 2% to $0.85 per share -- which also cleared the consensus forecast by $0.21.</p><p>Nike&#39;s earnings beat allayed some inflation-related fears, but this blue-chip stock remains 34% below its all-time high of $175.30 from last November. Is it finally time to hop aboard the bullish bandwagon again?</p><h2>Why did the bulls rush back to Nike?</h2><p>To understand why Nike&#39;s stock soared, we should look back at its recent history. Nike&#39;s revenue declined 2% in fiscal 2020 (which ended in May of the calendar year) on a constant currency basis as the COVID-19 pandemic disrupted its brick-and-mortar sales. However, its revenue rose 17% in constant currency terms in fiscal 2021 as those headwinds dissipated.</p><p>That acceleration convinced many investors that Nike was poised for big post-pandemic gains, so its stock surged to a record high during the broader market rally throughout 2021. Unfortunately, that enthusiasm waned over the following year as China implemented rigid COVID lockdowns and inflationary headwinds curbed consumer spending across the world. As a result, Nike&#39;s revenue only rose 6% in constant currency terms in fiscal 2022.</p><p>But in the first half of fiscal 2023, Nike&#39;s prospects brightened. The growth of its Nike Direct (online and brick-and-mortar) business, which brought in over 40% of its revenue, accelerated again. Its strong sales in North America, Europe, and other markets also offset its declines in China.</p><table border=\"1\" width=\"616\"><colgroup></colgroup><tbody><tr valign=\"TOP\"><th width=\"295\"><p>Period</p></th><th width=\"81\"><p>FY 2022</p></th><th width=\"87\"><p>Q1 2023</p></th><th width=\"95\"><p>Q2 2023</p></th></tr><tr valign=\"TOP\"><td width=\"295\"><p><b>Nike Direct Revenue Growth (YOY)</b></p></td><td width=\"81\"><p>15%</p></td><td width=\"87\"><p>14%</p></td><td width=\"95\"><p>25%</p></td></tr><tr valign=\"TOP\"><td width=\"295\"><p><b>Nike Total Revenue Growth (YOY)</b></p></td><td width=\"81\"><p>6%</p></td><td width=\"87\"><p>10%</p></td><td width=\"95\"><p>27%</p></td></tr></tbody></table><p>Data source: Nike. Constant currency basis. YOY = Year-over-year.</p><p>For the full year, Nike expects its revenue to rise by the &#34;low teens&#34; on a constant currency basis, which represents a slight improvement from its prior guidance for &#34;low double-digit&#34; growth.</p><p>During the conference call, Nike CFO Matt Friend attributed its accelerating growth and rosier outlook to its market share gains across the wholesale market, &#34;record highs for demand and traffic&#34; during Black Friday and Cyber Monday in North America, &#34;strategic pricing increases&#34; across its higher-end products, and the stabilization of the Chinese market as it gradually ends its draconian zero-COVID policies.</p><h2>But mind the inventories and margins</h2><p>Nike&#39;s sales are stabilizing, but its inventories rose 44% year over year in the first quarter and 43% in the second quarter. The company attributed that increase to volatile transit times in North America, tough comparisons to its factory closures in Vietnam and Indonesia last year (which had lowered its inventories), and a decision to stock up on future products ahead of schedule.</p><p>However, Nike also admitted that it was aggressively clearing out its excess inventories with markdowns. That pressure, along with higher production costs and logistics expenses, caused its gross margin to decline 260 basis points year over year to 43.6% in the first half of fiscal 2023. Friend expects Nike&#39;s gross margin to contract 200-250 basis points to 43.5%-44% for the full year as it executes &#34;ongoing liquidation actions in the second half&#34; of the year.</p><p>Therefore, some of Nike&#39;s accelerating sales growth this year was clearly driven by those markdowns. To offset that pressure, Nike has been reining in its sales and marketing expenses, which only rose 10% year over year in the first six months of fiscal 2023 and consumed 30.9% of its revenue -- compared to 31.1% of its revenues in the first half of fiscal 2022. It also repurchased $2.6 billion in shares in the first half of the year to boost its EPS even as its net income growth stalled out.</p><p>The company didn&#39;t provide any exact earnings guidance for the full year, but analysts expect its EPS to decline 20% this year before rising 26% in fiscal 2024.</p><h2>Is it the right time to buy Nike&#39;s stock?</h2><p>Nike&#39;s stock got a bit overheated last year, but it still doesn&#39;t seem particularly cheap at 34 times forward earnings. <b>Adidas</b> and <b>Under Armour</b> -- which face many of the same challenges -- trade at 26 and 23 times forward earnings, respectively, as of this writing. Nike&#39;s paltry forward dividend yield of 1.3% also won&#39;t attract any serious income investors when the 10-year Treasury pays a safer and meatier yield of 3.7%.</p><p>In addition, even though Nike&#39;s stock has declined more than 30% from its all-time high, it remains up more than 60% over the past five years. Adidas and Under Armour both declined nearly 40% during the same period.</p><p>It&#39;s encouraging to see Nike stabilize its top-line growth, but it isn&#39;t out of the woods, and its stock isn&#39;t a screaming bargain yet. So for now, investors should stick with more recession-resistant plays until Nike&#39;s gross margins improve, its inventories stabilize, and its valuations align with its near-term expectations.</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>Nike is Down 34% From Its High. Time to Buy?</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\">\nNike is Down 34% From Its High. Time to Buy?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-12-24 09:40 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2022/12/23/nike-is-down-34-from-its-high-time-to-buy/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Nike's stock surged 12% in late December in response to its latest earnings report. For the second quarter of fiscal 2023, which ended on Nov. 30, the athletic footwear and apparel maker's revenue ...</p>\n\n<a href=\"https://www.fool.com/investing/2022/12/23/nike-is-down-34-from-its-high-time-to-buy/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NKE":"耐克"},"source_url":"https://www.fool.com/investing/2022/12/23/nike-is-down-34-from-its-high-time-to-buy/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2293141590","content_text":"Nike's stock surged 12% in late December in response to its latest earnings report. For the second quarter of fiscal 2023, which ended on Nov. 30, the athletic footwear and apparel maker's revenue rose 17% year over year (27% in constant currency terms) to $13.3 billion and exceeded analysts' expectations by $740 million. Its net income stayed nearly flat at $1.3 billion, but big buybacks boosted its diluted earnings by 2% to $0.85 per share -- which also cleared the consensus forecast by $0.21.Nike's earnings beat allayed some inflation-related fears, but this blue-chip stock remains 34% below its all-time high of $175.30 from last November. Is it finally time to hop aboard the bullish bandwagon again?Why did the bulls rush back to Nike?To understand why Nike's stock soared, we should look back at its recent history. Nike's revenue declined 2% in fiscal 2020 (which ended in May of the calendar year) on a constant currency basis as the COVID-19 pandemic disrupted its brick-and-mortar sales. However, its revenue rose 17% in constant currency terms in fiscal 2021 as those headwinds dissipated.That acceleration convinced many investors that Nike was poised for big post-pandemic gains, so its stock surged to a record high during the broader market rally throughout 2021. Unfortunately, that enthusiasm waned over the following year as China implemented rigid COVID lockdowns and inflationary headwinds curbed consumer spending across the world. As a result, Nike's revenue only rose 6% in constant currency terms in fiscal 2022.But in the first half of fiscal 2023, Nike's prospects brightened. The growth of its Nike Direct (online and brick-and-mortar) business, which brought in over 40% of its revenue, accelerated again. Its strong sales in North America, Europe, and other markets also offset its declines in China.PeriodFY 2022Q1 2023Q2 2023Nike Direct Revenue Growth (YOY)15%14%25%Nike Total Revenue Growth (YOY)6%10%27%Data source: Nike. Constant currency basis. YOY = Year-over-year.For the full year, Nike expects its revenue to rise by the \"low teens\" on a constant currency basis, which represents a slight improvement from its prior guidance for \"low double-digit\" growth.During the conference call, Nike CFO Matt Friend attributed its accelerating growth and rosier outlook to its market share gains across the wholesale market, \"record highs for demand and traffic\" during Black Friday and Cyber Monday in North America, \"strategic pricing increases\" across its higher-end products, and the stabilization of the Chinese market as it gradually ends its draconian zero-COVID policies.But mind the inventories and marginsNike's sales are stabilizing, but its inventories rose 44% year over year in the first quarter and 43% in the second quarter. The company attributed that increase to volatile transit times in North America, tough comparisons to its factory closures in Vietnam and Indonesia last year (which had lowered its inventories), and a decision to stock up on future products ahead of schedule.However, Nike also admitted that it was aggressively clearing out its excess inventories with markdowns. That pressure, along with higher production costs and logistics expenses, caused its gross margin to decline 260 basis points year over year to 43.6% in the first half of fiscal 2023. Friend expects Nike's gross margin to contract 200-250 basis points to 43.5%-44% for the full year as it executes \"ongoing liquidation actions in the second half\" of the year.Therefore, some of Nike's accelerating sales growth this year was clearly driven by those markdowns. To offset that pressure, Nike has been reining in its sales and marketing expenses, which only rose 10% year over year in the first six months of fiscal 2023 and consumed 30.9% of its revenue -- compared to 31.1% of its revenues in the first half of fiscal 2022. It also repurchased $2.6 billion in shares in the first half of the year to boost its EPS even as its net income growth stalled out.The company didn't provide any exact earnings guidance for the full year, but analysts expect its EPS to decline 20% this year before rising 26% in fiscal 2024.Is it the right time to buy Nike's stock?Nike's stock got a bit overheated last year, but it still doesn't seem particularly cheap at 34 times forward earnings. Adidas and Under Armour -- which face many of the same challenges -- trade at 26 and 23 times forward earnings, respectively, as of this writing. Nike's paltry forward dividend yield of 1.3% also won't attract any serious income investors when the 10-year Treasury pays a safer and meatier yield of 3.7%.In addition, even though Nike's stock has declined more than 30% from its all-time high, it remains up more than 60% over the past five years. Adidas and Under Armour both declined nearly 40% during the same period.It's encouraging to see Nike stabilize its top-line growth, but it isn't out of the woods, and its stock isn't a screaming bargain yet. So for now, investors should stick with more recession-resistant plays until Nike's gross margins improve, its inventories stabilize, and its valuations align with its near-term expectations.","news_type":1},"isVote":1,"tweetType":1,"viewCount":112,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9085046342,"gmtCreate":1650625175286,"gmtModify":1676534765838,"author":{"id":"4095701466603510","authorId":"4095701466603510","name":"RedDotter","avatar":"https://static.itradeup.com/news/0cd781383facbd5189a332ec20374b21","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4095701466603510","authorIdStr":"4095701466603510"},"themes":[],"htmlText":"yah, buying in now would be like catching a falling knife as the price seems to be in a continuous downtrend.","listText":"yah, buying in now would be like catching a falling knife as the price seems to be in a continuous downtrend.","text":"yah, buying in now would be like catching a falling knife as the price seems to be in a continuous downtrend.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9085046342","repostId":"9082647765","repostType":1,"repost":{"id":9082647765,"gmtCreate":1650572759576,"gmtModify":1676534753141,"author":{"id":"4098802507588970","authorId":"4098802507588970","name":"Keihira","avatar":"https://community-static.tradeup.com/news/8b39af2908234b36fa3e95368f4ab877","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4098802507588970","authorIdStr":"4098802507588970"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/NIO\">$NIO Inc.(NIO)$</a>Today is the best day for a rebound for EVs, especially for the Chinese shares. However, someone has to ruin the party. And the person this time is Powell.Another topic about inflation. She was so persistent about having to adjust rates, seeing prices rise at a rapid speed. However, the pandemic is ongoing, needless to say, it is far from over. If the market is going to be defeated by Powell herself, then everyday will be a selling day. No one would ever put their confidence in the US market.As a summary, Chinese shares listed on the board in US faces the following.1. Regulatory measures in China.2. Delisting pressures.3. Rates adjustments from the Federal Reserve.4. Huge competition from other EV companies.No matter how strong the p","listText":"<a href=\"https://ttm.financial/S/NIO\">$NIO Inc.(NIO)$</a>Today is the best day for a rebound for EVs, especially for the Chinese shares. However, someone has to ruin the party. And the person this time is Powell.Another topic about inflation. She was so persistent about having to adjust rates, seeing prices rise at a rapid speed. However, the pandemic is ongoing, needless to say, it is far from over. If the market is going to be defeated by Powell herself, then everyday will be a selling day. No one would ever put their confidence in the US market.As a summary, Chinese shares listed on the board in US faces the following.1. Regulatory measures in China.2. Delisting pressures.3. Rates adjustments from the Federal Reserve.4. Huge competition from other EV companies.No matter how strong the p","text":"$NIO Inc.(NIO)$Today is the best day for a rebound for EVs, especially for the Chinese shares. However, someone has to ruin the party. And the person this time is Powell.Another topic about inflation. She was so persistent about having to adjust rates, seeing prices rise at a rapid speed. However, the pandemic is ongoing, needless to say, it is far from over. If the market is going to be defeated by Powell herself, then everyday will be a selling day. No one would ever put their confidence in the US market.As a summary, Chinese shares listed on the board in US faces the following.1. Regulatory measures in China.2. Delisting pressures.3. Rates adjustments from the Federal Reserve.4. Huge competition from other EV companies.No matter how strong the p","images":[],"top":1,"highlighted":2,"essential":2,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9082647765","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":264,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9925128334,"gmtCreate":1671963649229,"gmtModify":1676538615758,"author":{"id":"4095701466603510","authorId":"4095701466603510","name":"RedDotter","avatar":"https://static.itradeup.com/news/0cd781383facbd5189a332ec20374b21","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4095701466603510","authorIdStr":"4095701466603510"},"themes":[],"htmlText":"Aiyo !&nbsp; &nbsp;&nbsp; This game is just like my trading performance - once in a long while&nbsp;scoring a double bagger and more often than not going&nbsp;off centre with a bit of profit. And horrors, occasionally going way off with a capital loss ! Hope I can be more accurate in the coming new year.&nbsp;","listText":"Aiyo !&nbsp; &nbsp;&nbsp; This game is just like my trading performance - once in a long while&nbsp;scoring a double bagger and more often than not going&nbsp;off centre with a bit of profit. And horrors, occasionally going way off with a capital loss ! Hope I can be more accurate in the coming new year.&nbsp;","text":"Aiyo ! This game is just like my trading performance - once in a long while scoring a double bagger and more often than not going off centre with a bit of profit. And horrors, occasionally going way off with a capital loss ! Hope I can be more accurate in the coming new year.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9925128334","isVote":1,"tweetType":1,"viewCount":27,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9922753395,"gmtCreate":1671849384517,"gmtModify":1676538603335,"author":{"id":"4095701466603510","authorId":"4095701466603510","name":"RedDotter","avatar":"https://static.itradeup.com/news/0cd781383facbd5189a332ec20374b21","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4095701466603510","authorIdStr":"4095701466603510"},"themes":[],"htmlText":"Thanks for a good&nbsp;analysis.","listText":"Thanks for a good&nbsp;analysis.","text":"Thanks for a good analysis.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9922753395","repostId":"2293593766","repostType":4,"repost":{"id":"2293593766","pubTimestamp":1671844936,"share":"https://ttm.financial/m/news/2293593766?lang=&edition=fundamental","pubTime":"2022-12-24 09:22","market":"us","language":"en","title":"Better Buy for 2023: Disney vs. Amazon","url":"https://stock-news.laohu8.com/highlight/detail?id=2293593766","media":"Motley Fool","summary":"Disney and Amazon have suffered major declines over the last 12 months, but things could be looking up in 2023.","content":"<html><head></head><body><p>The entertainment industry has had a challenging couple of years, with pandemic closures in 2021 hampering theater and amusement park revenue and increased streaming competition in 2022 resulting in a heated war over subscribers.</p><p>As a result, it has become crucial to invest in entertainment companies with diverse businesses that can continue growing regardless of market conditions.</p><p>Shares in<b> Disney</b> and <b>Amazon</b> have tumbled more than 40% since January amid a sell-off as critical business segments have suffered revenue declines.</p><p>However, the companies have continued to report growth as other segments have managed to pick up the slack.</p><p>Disney and Amazon are some of the biggest names in their respective industries, with their stock declines offering investors a potential bargain.</p><p>So, which is the better buy? Let&#39;s find out.</p><h2>Disney</h2><p>The Walt Disney Company has watched its stock slide 44% year to date, with shares dipping almost 8% from Dec. 14 to Dec. 21 after the underwhelming opening of <i>Avatar: The Way of Water</i>.</p><p>The sequel to the highest-grossing film of all time earned $134 million in its opening weekend. Disney had estimated between $135 million to $150 million, and industry analysts projected an average of $175 million.</p><p>The dismal returns were primarily fueled by reduced theater attendance in China, the franchise&#39;s biggest market.</p><p>While movie theaters in China remain open, a recent spike in COVID-19 cases has stunted ticket sales.</p><p>In its latest quarter, Disney&#39;s media and entertainment segment saw revenue fall 3% year over year to $12.7 billion, while operating income fell 91% to $83 million after a $30 billion investment in content throughout 2022 to expand Disney+.</p><p>As a result, Disney may have been counting on success from <i>Avatar: The Way of Water</i> to instill confidence in investors.</p><p>Despite a challenging year in Disney&#39;s media segment, its thriving parks business has propelled the company.</p><p>In fourth-quarter 2022, parks revenue soared 36% year over year to $12.7 billion, with operating income increasing more than 100% to $1.5 billion as pandemic reopenings welcomed guests back in droves.</p><p>As revealed in its Q4 2022 earnings report, the company expects &#34;operating losses to narrow going forward&#34; and for Disney+ to &#34;achieve profitability in fiscal 2024.&#34;</p><p>Along with four Marvel blockbusters lined up in 2023, and the final installment to the <i>Indiana Jones</i> franchise, next year will likely see much-improved media earnings alongside continued growth in its parks.</p><p>Disney is coming off a rough year, but its heavy investment in content has paid off by attaining the most streaming subscribers in the industry.</p><p>Next year could see its stock rise consistently as operating losses decrease and it prioritizes profits in its streaming business, with theater releases and theme parks taking care of the rest.</p><h2>Amazon</h2><p>As a titan of e-commerce and cloud computing, Amazon is one of the most diverse companies participating in the entertainment industry.</p><p>The company&#39;s Prime Video streaming service has become a staple in most U.S. homes. It is included in Amazon&#39;s Prime subscription service, which hit 157.4 million domestic members in 2022, about 59.8% of the US population.</p><p>However, Amazon&#39;s stock has plunged 50% year to date, with economic headwinds stifling e-commerce earnings.</p><p>In third-quarter 2022, the company&#39;s North American revenue rose 20% year over year to $78.8 billion, with operating income reporting a negative $412 million. Meanwhile, foreign exchange fluctuations resulting in a strong dollar caused its international segment to decrease by 4.8% and operating losses to hit $2.4 billion.</p><p>Despite a challenging year for e-commerce, Amazon&#39;s cloud computing business in Amazon Web Services (AWS) kept the company afloat by providing 100% of its operating income in Q3 2022. The segment had revenue increase 27% year over year to $20.5 billion, while operating income hit $5.4 billion.</p><p>After a year of economic decline, Amazon&#39;s third quarter highlighted the importance of having multiple revenue streams from varied industries.</p><p>The most attractive part of Amazon&#39;s business is AWS, with its leading 34% market share in an industry worth $368.97 billion, expected to have a compound annual growth rate of 15.7% until 2030.</p><p>Amazon is well-positioned to see significant gains from cloud computing for the long term and should be on a great path once temporary declines in e-commerce resolve.</p><p>After substantial hits to shares and revenue in 2022, Amazon and Disney are going into the new year on the back foot.</p><p>The companies will likely start to turn things around in 2023, but it will take time for them to meet their full potential. With stocks such as <b>Microsoft</b> and <b>Apple</b> around, which offer considerably better value, neither Disney nor Amazon seems like a must-buy right now.</p><p>However, if you&#39;re dead set on one of these companies, I&#39;d choose Disney for 2023.</p><p>It suffered this year from heavy content spending; however, it&#39;s ringing in the new year as a leader of streaming, with a plan to reduce operating losses, and a stacked lineup of major theatrical releases. Meanwhile, a potential recession could cause Amazon&#39;s e-commerce business to decline further in 2023.</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>Better Buy for 2023: Disney vs. Amazon</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\">\nBetter Buy for 2023: Disney vs. Amazon\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-12-24 09:22 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2022/12/23/better-buy-for-2023-disney-vs-amazon/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>The entertainment industry has had a challenging couple of years, with pandemic closures in 2021 hampering theater and amusement park revenue and increased streaming competition in 2022 resulting in a...</p>\n\n<a href=\"https://www.fool.com/investing/2022/12/23/better-buy-for-2023-disney-vs-amazon/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"DIS":"迪士尼","AMZN":"亚马逊"},"source_url":"https://www.fool.com/investing/2022/12/23/better-buy-for-2023-disney-vs-amazon/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2293593766","content_text":"The entertainment industry has had a challenging couple of years, with pandemic closures in 2021 hampering theater and amusement park revenue and increased streaming competition in 2022 resulting in a heated war over subscribers.As a result, it has become crucial to invest in entertainment companies with diverse businesses that can continue growing regardless of market conditions.Shares in Disney and Amazon have tumbled more than 40% since January amid a sell-off as critical business segments have suffered revenue declines.However, the companies have continued to report growth as other segments have managed to pick up the slack.Disney and Amazon are some of the biggest names in their respective industries, with their stock declines offering investors a potential bargain.So, which is the better buy? Let's find out.DisneyThe Walt Disney Company has watched its stock slide 44% year to date, with shares dipping almost 8% from Dec. 14 to Dec. 21 after the underwhelming opening of Avatar: The Way of Water.The sequel to the highest-grossing film of all time earned $134 million in its opening weekend. Disney had estimated between $135 million to $150 million, and industry analysts projected an average of $175 million.The dismal returns were primarily fueled by reduced theater attendance in China, the franchise's biggest market.While movie theaters in China remain open, a recent spike in COVID-19 cases has stunted ticket sales.In its latest quarter, Disney's media and entertainment segment saw revenue fall 3% year over year to $12.7 billion, while operating income fell 91% to $83 million after a $30 billion investment in content throughout 2022 to expand Disney+.As a result, Disney may have been counting on success from Avatar: The Way of Water to instill confidence in investors.Despite a challenging year in Disney's media segment, its thriving parks business has propelled the company.In fourth-quarter 2022, parks revenue soared 36% year over year to $12.7 billion, with operating income increasing more than 100% to $1.5 billion as pandemic reopenings welcomed guests back in droves.As revealed in its Q4 2022 earnings report, the company expects \"operating losses to narrow going forward\" and for Disney+ to \"achieve profitability in fiscal 2024.\"Along with four Marvel blockbusters lined up in 2023, and the final installment to the Indiana Jones franchise, next year will likely see much-improved media earnings alongside continued growth in its parks.Disney is coming off a rough year, but its heavy investment in content has paid off by attaining the most streaming subscribers in the industry.Next year could see its stock rise consistently as operating losses decrease and it prioritizes profits in its streaming business, with theater releases and theme parks taking care of the rest.AmazonAs a titan of e-commerce and cloud computing, Amazon is one of the most diverse companies participating in the entertainment industry.The company's Prime Video streaming service has become a staple in most U.S. homes. It is included in Amazon's Prime subscription service, which hit 157.4 million domestic members in 2022, about 59.8% of the US population.However, Amazon's stock has plunged 50% year to date, with economic headwinds stifling e-commerce earnings.In third-quarter 2022, the company's North American revenue rose 20% year over year to $78.8 billion, with operating income reporting a negative $412 million. Meanwhile, foreign exchange fluctuations resulting in a strong dollar caused its international segment to decrease by 4.8% and operating losses to hit $2.4 billion.Despite a challenging year for e-commerce, Amazon's cloud computing business in Amazon Web Services (AWS) kept the company afloat by providing 100% of its operating income in Q3 2022. The segment had revenue increase 27% year over year to $20.5 billion, while operating income hit $5.4 billion.After a year of economic decline, Amazon's third quarter highlighted the importance of having multiple revenue streams from varied industries.The most attractive part of Amazon's business is AWS, with its leading 34% market share in an industry worth $368.97 billion, expected to have a compound annual growth rate of 15.7% until 2030.Amazon is well-positioned to see significant gains from cloud computing for the long term and should be on a great path once temporary declines in e-commerce resolve.After substantial hits to shares and revenue in 2022, Amazon and Disney are going into the new year on the back foot.The companies will likely start to turn things around in 2023, but it will take time for them to meet their full potential. With stocks such as Microsoft and Apple around, which offer considerably better value, neither Disney nor Amazon seems like a must-buy right now.However, if you're dead set on one of these companies, I'd choose Disney for 2023.It suffered this year from heavy content spending; however, it's ringing in the new year as a leader of streaming, with a plan to reduce operating losses, and a stacked lineup of major theatrical releases. Meanwhile, a potential recession could cause Amazon's e-commerce business to decline further in 2023.","news_type":1},"isVote":1,"tweetType":1,"viewCount":28,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9942138440,"gmtCreate":1681150042180,"gmtModify":1681150045923,"author":{"id":"4095701466603510","authorId":"4095701466603510","name":"RedDotter","avatar":"https://static.itradeup.com/news/0cd781383facbd5189a332ec20374b21","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4095701466603510","authorIdStr":"4095701466603510"},"themes":[],"htmlText":"Everyone wants the Disney share but it looks like it is an impossibility if you do not have any referrals.","listText":"Everyone wants the Disney share but it looks like it is an impossibility if you do not have any referrals.","text":"Everyone wants the Disney share but it looks like it is an impossibility if you do not have any referrals.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9942138440","isVote":1,"tweetType":1,"viewCount":189,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9958843389,"gmtCreate":1673701064142,"gmtModify":1676538876203,"author":{"id":"4095701466603510","authorId":"4095701466603510","name":"RedDotter","avatar":"https://static.itradeup.com/news/0cd781383facbd5189a332ec20374b21","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4095701466603510","authorIdStr":"4095701466603510"},"themes":[],"htmlText":"Why is football called The beautiful game?&nbsp; &nbsp;Can someone fill me in?","listText":"Why is football called The beautiful game?&nbsp; &nbsp;Can someone fill me in?","text":"Why is football called The beautiful game? Can someone fill me in?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9958843389","isVote":1,"tweetType":1,"viewCount":189,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9922740841,"gmtCreate":1671850948784,"gmtModify":1676538603692,"author":{"id":"4095701466603510","authorId":"4095701466603510","name":"RedDotter","avatar":"https://static.itradeup.com/news/0cd781383facbd5189a332ec20374b21","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4095701466603510","authorIdStr":"4095701466603510"},"themes":[],"htmlText":"Good to keep in watchlist.&nbsp; &nbsp; &nbsp;Will wait till the stock price is lower in the coming months.","listText":"Good to keep in watchlist.&nbsp; &nbsp; &nbsp;Will wait till the stock price is lower in the coming months.","text":"Good to keep in watchlist. Will wait till the stock price is lower in the coming months.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9922740841","repostId":"2293551384","repostType":4,"repost":{"id":"2293551384","pubTimestamp":1671809458,"share":"https://ttm.financial/m/news/2293551384?lang=&edition=fundamental","pubTime":"2022-12-23 23:30","market":"us","language":"en","title":"Apple: 3 Compelling Reasons To Invest In 2023","url":"https://stock-news.laohu8.com/highlight/detail?id=2293551384","media":"Seeking Alpha","summary":"SummaryAmid macro concerns and supply disruptions, Apple has delivered a negative total return of 24","content":"<html><head></head><body><h2>Summary</h2><ul><li>Amid macro concerns and supply disruptions, Apple has delivered a negative total return of 24% so far in 2022.</li><li>Supply challenges caused by Covid-19 related disruptions and semiconductor shortages will likely ease further in 2023.</li><li>Going forward, growth from services is expected to outpace product sales.</li><li>Apple&#39;s industry-leading margins are a testament to the strength of its brand and its loyal customer base.</li></ul><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/db66623bcd1945c607ab6f0d56b4ef0c\" tg-width=\"750\" tg-height=\"500\" referrerpolicy=\"no-referrer\"/><span>Diego Thomazini/iStock Editorial via Getty Images</span></p><p>Like many in the tech sector, <b>Apple</b> (NASDAQ:AAPL) has been affected by the more challenging macroeconomic environment in 2022. Year-to-date, investors have seen a negative total return of 24% from Apple’s stock, amid concerns about lingering supply chain disruptions and the growing risk of a hard landing for the economy in the coming year.</p><p>Despite the challenges, however, Apple looks well-prepared for a comeback in 2023. And here are three compelling reasons why.</p><h2>End In Sight For Covid-19 Related DisruptionSupply Disruption</h2><p>Supply challenges caused by Covid-19 related disruptions and an industry-wide semiconductor shortage continued to impact Apple&#39;s ability to meet customer demand for its products in 2022. More trouble could be yet to come, as Apple warned in November about lower iPhone 14 Pro and iPhone Pro Max shipments, following Covid-related labor shortages which have disrupted production at Foxconn’s main iPhone assembly facility in Zhengzhou, China.</p><p>But in an effort to improve supply chain resilience, Apple is diversifying its supply chain beyond China. With more production shifting to India and Vietnam and increased procurement from the US, Taiwan and elsewhere, the company will in future be better protected from localized manufacturing risks, as well as trade and geopolitical tensions.</p><p>The supply issues aren’t over yet, but the end is clearly in sight. As chip makers have ramped up production to meet demand, silicon-related supply constraints have already eased significantly during the course of the year. The supply position for iPads and MacBook Pro, which had been considerably constrained throughout most of 2021 and during the first half of 2022, has also improved significantly since then.</p><p>Moreover, with China now moving away from its zero-Covid policy, pandemic-related supply disruption issues may soon finally be no more. Things might get a little worse in the short term, as rising infections temporarily exacerbate existing supply challenges and Covid-related labor shortages. In the longer term, however, the benefits will rack up - as a shift away from strict social controls and unsustainable ‘closed-loop’ manufacturing operations will eventually lead to an enduring improvement in the supply situation.</p><h2>Demand Recovery</h2><p>The same could be said on the demand side too. In the short term, there will be a hit to consumer spending, as people across China choose to stay at home either because they have become unwell with Covid or are trying to avoid catching the virus. After a couple of months though, a return to normality should eventually lead to higher economic activity, and in particular, increased consumer spending.</p><p>We’ve seen the same pattern across the globe as other countries have abandoned their strict Covid-containment strategies and learned to live with the virus. Pent-up demand and an improvement in consumer confidence, driven by better job security and increased employment opportunities, would likely lead to a resurgence in Apple’s sales growth in China too.</p><p>Demonstrating the recent depressed demand, Apple’s sales growth in Greater China, which includes Hong Kong and Taiwan, slowed to just 9% in the year to September 24, 2022, down from 70% in 2021. This was largely attributable to macro factors, as Apple extended its market share lead in its most important market - premium smartphones. In the $600-plus smartphone space, its market share rose to 70% in China in the second quarter of 2022, up from 58% in Q1, according to data from market research firm IDC.</p><p>And while a recovery may only be noticeable from the second half of 2023, it’s important to remember that investor sentiment usually improves before the temporary disruption is over - as investors will likely anticipate a recovery before it actually takes place.</p><h2>Service Revenue OpportunityiOS Services and Apple TV+</h2><p>Although product sales generate a substantial majority of revenues, it’s clear that services are of growing importance to Apple’s growth.</p><p>Of course, the opportunity from services is inextricably linked to the size of its user base - things from the App store and other related services simply cannot sell well unless people are spending time on the company’s devices. But that doesn’t mean revenue from services won’t continue to outpace product sales - as demand for digital content, sold through its App Store, Apple Music and other digital content stores, is expected to hold up well in a still rapidly expanding market.</p><p>Services are a higher margin business too - Apple generated a gross margin of 71.7% from services in 2022, compared to 36.3% for device products. Looking ahead, recent price increases on Apple Music, TV+ and its One bundle will likely drive revenue growth and further margin improvement in coming quarters. These pricing changes were only announced in late October, and have yet to show up in its latest financial results.</p><p>On the downside, competition and regulatory risks, particularly those relating to its App Store, is a potential headwind. The proposed EU Digital Markets Act could force Apple to open up the distribution of apps on iOS devices.</p><p>The potential impact to Apple’s bottom line would likely be limited, however, as the proportion of users opting to purchase products from other sources is expected to be very small. As we can see from Android users, who can already install apps outside of Google’s Play Store, only a small minority of users actually choose to take advantage of the extra competition, due to network effects, security concerns and sticky behavioral patterns. This reflects a &#39;winner takes all&#39; market that demonstrates the value of scale in attracting customers and developers alike.</p><h2>Advertising &amp; Fintech</h2><p>Beyond this, Apple is looking to exploit growth in other services. It has a growing presence in the mobile advertising market - Apple Search Ads on its App Store is a relatively new entrant that has great potential. Its ads business has seen particularly strong growth, at a time when its competitors have been negatively affected by the introduction of its privacy changes last year, namely Apple’s App Tracking Transparency framework. And going forwards, there’s scope for more ad placements in more of its iOS apps, such as Music, Books, Fitness and Podcasts, as well as on its Apple TV+ streaming service.</p><p>Apple is looking at opportunities to grow in the financial technology (fintech) space too. Apple Pay, its mobile payments service, is currently its biggest success, but its ambitions do not rest there. The company partnered with Goldman Sachs to launch Apple Card in 2019, and has plans to launch Apple Pay Later - a buy now pay later (BNPL) service that directly competes with the likes of Klarna (KLAR), Affirm (AFRM) and Afterpay.</p><p>The global fintech market is projected to grow by a compound annual rate of about 25% over the next five years, and reach a market value of approximately $324 billion by 2026.</p><h2>Improving Margins</h2><p>Finally, improving margins is another reason to be bullish on Apple. The company’s industry-leading margins are a testament to the strength of its brand and its loyal customer base. It gives the company an element of revenue visibility that other businesses simply don&#39;t have.</p><p>And such is Apple&#39;s wide moat that the company enjoys strong pricing power - which continues to deliver for its gross margin. It has enabled the company to hike prices not only for services, which were discussed above, but also for its products. Higher prices for its iPhone 14 devices were seen in a number of markets outside of the US and China, as the company sought to offset FX headwinds from the stronger dollar.</p><table><tbody><tr><td><b>Gross margin</b></td><td><b>2022</b></td><td><b>2021</b></td><td><b>2020</b></td></tr><tr><td>Products</td><td>36.3%</td><td>35.3%</td><td>31.5%</td></tr><tr><td>Services</td><td>71.7%</td><td>69.7%</td><td>66.0%</td></tr><tr><td><b>Total</b></td><td><b> 43.3%</b></td><td><b> 41.8%</b></td><td><b> 38.2%</b></td></tr></tbody></table><p>Source: Apple&#39;s 2022 Annual Report</p><p>Apple’s gross margin has increased by 150 basis points over the past year, to 43.3%. This reflected stronger margins for both products and services, as well as a favorable shift in the revenue mix towards higher margin services.</p><p>Widening margins benefit Apple’s bottom line as it enables earnings growth to outpace revenue growth. This combined with the benefit of stock buybacks, which reduces Apple’s share count and further raises its earnings per share.</p></body></html>","source":"seekingalpha_fund","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Apple: 3 Compelling Reasons To Invest In 2023</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nApple: 3 Compelling Reasons To Invest In 2023\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-12-23 23:30 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4566064-apple-stock-3-reasons-invest-2023><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryAmid macro concerns and supply disruptions, Apple has delivered a negative total return of 24% so far in 2022.Supply challenges caused by Covid-19 related disruptions and semiconductor ...</p>\n\n<a href=\"https://seekingalpha.com/article/4566064-apple-stock-3-reasons-invest-2023\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"IE00BJTD4N35.SGD":"Neuberger Berman US Long Short Equity A1  Acc SGD-H","IE00B7KXQ091.USD":"Janus Henderson Balanced A Inc USD","LU0289739343.SGD":"SUSTAINABLE GLOBAL THEMATIC PORTFOLIO \"A\" (SGD) ACC","LU0256863811.USD":"ALLIANZ US EQUITY \"A\" INC","LU0149725797.USD":"汇丰美国股市经济规模基金","IE00BSNM7G36.USD":"NEUBERGER BERMAN SYSTEMATIC GLOBAL SUSTAINABLE VALUE \"A\" (USD) ACC","BK4512":"苹果概念","IE00BLSP4239.USD":"Legg Mason ClearBridge - 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US Equity Sustainability Leaders A Acc USD","IE00BWXC8680.SGD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A5\" (SGD) ACC","LU0097036916.USD":"贝莱德美国增长A2 USD","BK4527":"明星科技股","LU0511384066.AUD":"SUSTAINABLE GLOBAL THEMATIC PORTFOLIO \"A\" (AUDHDG) ACC","LU0456855351.SGD":"JPMorgan Funds - Global Equity A (acc) SGD","LU0127658192.USD":"EASTSPRING INVESTMENTS GLOBAL TECHNOLOGY \"A\" (USD) ACC","LU0320765059.SGD":"FTIF - Franklin US Opportunities A Acc SGD","LU0198837287.USD":"UBS (LUX) EQUITY SICAV - USA GROWTH \"P\" (USD) ACC","LU0289961442.SGD":"SUSTAINABLE GLOBAL THEMATIC PORTFOLIO \"AX\" (SGD) ACC","LU0444971666.USD":"天利全球科技基金","BK4574":"无人驾驶","IE00BFSS8Q28.SGD":"Janus Henderson Balanced A Inc SGD-H","BK4573":"虚拟现实","BK4505":"高瓴资本持仓"},"source_url":"https://seekingalpha.com/article/4566064-apple-stock-3-reasons-invest-2023","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2293551384","content_text":"SummaryAmid macro concerns and supply disruptions, Apple has delivered a negative total return of 24% so far in 2022.Supply challenges caused by Covid-19 related disruptions and semiconductor shortages will likely ease further in 2023.Going forward, growth from services is expected to outpace product sales.Apple's industry-leading margins are a testament to the strength of its brand and its loyal customer base.Diego Thomazini/iStock Editorial via Getty ImagesLike many in the tech sector, Apple (NASDAQ:AAPL) has been affected by the more challenging macroeconomic environment in 2022. Year-to-date, investors have seen a negative total return of 24% from Apple’s stock, amid concerns about lingering supply chain disruptions and the growing risk of a hard landing for the economy in the coming year.Despite the challenges, however, Apple looks well-prepared for a comeback in 2023. And here are three compelling reasons why.End In Sight For Covid-19 Related DisruptionSupply DisruptionSupply challenges caused by Covid-19 related disruptions and an industry-wide semiconductor shortage continued to impact Apple's ability to meet customer demand for its products in 2022. More trouble could be yet to come, as Apple warned in November about lower iPhone 14 Pro and iPhone Pro Max shipments, following Covid-related labor shortages which have disrupted production at Foxconn’s main iPhone assembly facility in Zhengzhou, China.But in an effort to improve supply chain resilience, Apple is diversifying its supply chain beyond China. With more production shifting to India and Vietnam and increased procurement from the US, Taiwan and elsewhere, the company will in future be better protected from localized manufacturing risks, as well as trade and geopolitical tensions.The supply issues aren’t over yet, but the end is clearly in sight. As chip makers have ramped up production to meet demand, silicon-related supply constraints have already eased significantly during the course of the year. The supply position for iPads and MacBook Pro, which had been considerably constrained throughout most of 2021 and during the first half of 2022, has also improved significantly since then.Moreover, with China now moving away from its zero-Covid policy, pandemic-related supply disruption issues may soon finally be no more. Things might get a little worse in the short term, as rising infections temporarily exacerbate existing supply challenges and Covid-related labor shortages. In the longer term, however, the benefits will rack up - as a shift away from strict social controls and unsustainable ‘closed-loop’ manufacturing operations will eventually lead to an enduring improvement in the supply situation.Demand RecoveryThe same could be said on the demand side too. In the short term, there will be a hit to consumer spending, as people across China choose to stay at home either because they have become unwell with Covid or are trying to avoid catching the virus. After a couple of months though, a return to normality should eventually lead to higher economic activity, and in particular, increased consumer spending.We’ve seen the same pattern across the globe as other countries have abandoned their strict Covid-containment strategies and learned to live with the virus. Pent-up demand and an improvement in consumer confidence, driven by better job security and increased employment opportunities, would likely lead to a resurgence in Apple’s sales growth in China too.Demonstrating the recent depressed demand, Apple’s sales growth in Greater China, which includes Hong Kong and Taiwan, slowed to just 9% in the year to September 24, 2022, down from 70% in 2021. This was largely attributable to macro factors, as Apple extended its market share lead in its most important market - premium smartphones. In the $600-plus smartphone space, its market share rose to 70% in China in the second quarter of 2022, up from 58% in Q1, according to data from market research firm IDC.And while a recovery may only be noticeable from the second half of 2023, it’s important to remember that investor sentiment usually improves before the temporary disruption is over - as investors will likely anticipate a recovery before it actually takes place.Service Revenue OpportunityiOS Services and Apple TV+Although product sales generate a substantial majority of revenues, it’s clear that services are of growing importance to Apple’s growth.Of course, the opportunity from services is inextricably linked to the size of its user base - things from the App store and other related services simply cannot sell well unless people are spending time on the company’s devices. But that doesn’t mean revenue from services won’t continue to outpace product sales - as demand for digital content, sold through its App Store, Apple Music and other digital content stores, is expected to hold up well in a still rapidly expanding market.Services are a higher margin business too - Apple generated a gross margin of 71.7% from services in 2022, compared to 36.3% for device products. Looking ahead, recent price increases on Apple Music, TV+ and its One bundle will likely drive revenue growth and further margin improvement in coming quarters. These pricing changes were only announced in late October, and have yet to show up in its latest financial results.On the downside, competition and regulatory risks, particularly those relating to its App Store, is a potential headwind. The proposed EU Digital Markets Act could force Apple to open up the distribution of apps on iOS devices.The potential impact to Apple’s bottom line would likely be limited, however, as the proportion of users opting to purchase products from other sources is expected to be very small. As we can see from Android users, who can already install apps outside of Google’s Play Store, only a small minority of users actually choose to take advantage of the extra competition, due to network effects, security concerns and sticky behavioral patterns. This reflects a 'winner takes all' market that demonstrates the value of scale in attracting customers and developers alike.Advertising & FintechBeyond this, Apple is looking to exploit growth in other services. It has a growing presence in the mobile advertising market - Apple Search Ads on its App Store is a relatively new entrant that has great potential. Its ads business has seen particularly strong growth, at a time when its competitors have been negatively affected by the introduction of its privacy changes last year, namely Apple’s App Tracking Transparency framework. And going forwards, there’s scope for more ad placements in more of its iOS apps, such as Music, Books, Fitness and Podcasts, as well as on its Apple TV+ streaming service.Apple is looking at opportunities to grow in the financial technology (fintech) space too. Apple Pay, its mobile payments service, is currently its biggest success, but its ambitions do not rest there. The company partnered with Goldman Sachs to launch Apple Card in 2019, and has plans to launch Apple Pay Later - a buy now pay later (BNPL) service that directly competes with the likes of Klarna (KLAR), Affirm (AFRM) and Afterpay.The global fintech market is projected to grow by a compound annual rate of about 25% over the next five years, and reach a market value of approximately $324 billion by 2026.Improving MarginsFinally, improving margins is another reason to be bullish on Apple. The company’s industry-leading margins are a testament to the strength of its brand and its loyal customer base. It gives the company an element of revenue visibility that other businesses simply don't have.And such is Apple's wide moat that the company enjoys strong pricing power - which continues to deliver for its gross margin. It has enabled the company to hike prices not only for services, which were discussed above, but also for its products. Higher prices for its iPhone 14 devices were seen in a number of markets outside of the US and China, as the company sought to offset FX headwinds from the stronger dollar.Gross margin202220212020Products36.3%35.3%31.5%Services71.7%69.7%66.0%Total 43.3% 41.8% 38.2%Source: Apple's 2022 Annual ReportApple’s gross margin has increased by 150 basis points over the past year, to 43.3%. This reflected stronger margins for both products and services, as well as a favorable shift in the revenue mix towards higher margin services.Widening margins benefit Apple’s bottom line as it enables earnings growth to outpace revenue growth. This combined with the benefit of stock buybacks, which reduces Apple’s share count and further raises its earnings per share.","news_type":1},"isVote":1,"tweetType":1,"viewCount":95,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9922755817,"gmtCreate":1671850494939,"gmtModify":1676538603508,"author":{"id":"4095701466603510","authorId":"4095701466603510","name":"RedDotter","avatar":"https://static.itradeup.com/news/0cd781383facbd5189a332ec20374b21","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4095701466603510","authorIdStr":"4095701466603510"},"themes":[],"htmlText":"Sorry for the repetitions.&nbsp; &nbsp;Was not familiar with how this works and&nbsp;had thought that my comment had&nbsp;not registered as I did not see it appear after I sent it in so I tried multiple times.","listText":"Sorry for the repetitions.&nbsp; &nbsp;Was not familiar with how this works and&nbsp;had thought that my comment had&nbsp;not registered as I did not see it appear after I sent it in so I tried multiple times.","text":"Sorry for the repetitions. Was not familiar with how this works and had thought that my comment had not registered as I did not see it appear after I sent it in so I tried multiple times.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9922755817","isVote":1,"tweetType":1,"viewCount":90,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":261581587804392,"gmtCreate":1704873180321,"gmtModify":1704873185116,"author":{"id":"4095701466603510","authorId":"4095701466603510","name":"RedDotter","avatar":"https://static.itradeup.com/news/0cd781383facbd5189a332ec20374b21","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4095701466603510","authorIdStr":"4095701466603510"},"themes":[],"htmlText":"Yes, this is an interesting game.","listText":"Yes, this is an interesting game.","text":"Yes, this is an interesting game.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/261581587804392","isVote":1,"tweetType":1,"viewCount":321,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9958907705,"gmtCreate":1673603030707,"gmtModify":1676538863146,"author":{"id":"4095701466603510","authorId":"4095701466603510","name":"RedDotter","avatar":"https://static.itradeup.com/news/0cd781383facbd5189a332ec20374b21","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4095701466603510","authorIdStr":"4095701466603510"},"themes":[],"htmlText":"An interesting but perplexing game.&nbsp; &nbsp;&nbsp;","listText":"An interesting but perplexing game.&nbsp; &nbsp;&nbsp;","text":"An interesting but perplexing game.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9958907705","isVote":1,"tweetType":1,"viewCount":134,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9950928080,"gmtCreate":1672647237140,"gmtModify":1676538715596,"author":{"id":"4095701466603510","authorId":"4095701466603510","name":"RedDotter","avatar":"https://static.itradeup.com/news/0cd781383facbd5189a332ec20374b21","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4095701466603510","authorIdStr":"4095701466603510"},"themes":[],"htmlText":"Did poorly today but hopeful to do better in the next game.","listText":"Did poorly today but hopeful to do better in the next game.","text":"Did poorly today but hopeful to do better in the next game.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9950928080","isVote":1,"tweetType":1,"viewCount":116,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9924901320,"gmtCreate":1672151004960,"gmtModify":1676538642493,"author":{"id":"4095701466603510","authorId":"4095701466603510","name":"RedDotter","avatar":"https://static.itradeup.com/news/0cd781383facbd5189a332ec20374b21","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4095701466603510","authorIdStr":"4095701466603510"},"themes":[],"htmlText":"I don't know anything about football but I enjoy very much the daily Tiger kicks in the game.&nbsp; &nbsp;I always look forward to bettering my previous score.","listText":"I don't know anything about football but I enjoy very much the daily Tiger kicks in the game.&nbsp; &nbsp;I always look forward to bettering my previous score.","text":"I don't know anything about football but I enjoy very much the daily Tiger kicks in the game. I always look forward to bettering my previous score.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9924901320","isVote":1,"tweetType":1,"viewCount":210,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9920557310,"gmtCreate":1670530538631,"gmtModify":1676538386005,"author":{"id":"4095701466603510","authorId":"4095701466603510","name":"RedDotter","avatar":"https://static.itradeup.com/news/0cd781383facbd5189a332ec20374b21","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4095701466603510","authorIdStr":"4095701466603510"},"themes":[],"htmlText":"Nymyj.y.yyyy.6.yynn.ynny..yy","listText":"Nymyj.y.yyyy.6.yynn.ynny..yy","text":"Nymyj.y.yyyy.6.yynn.ynny..yy","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9920557310","repostId":"1116584413","repostType":4,"repost":{"id":"1116584413","pubTimestamp":1670513955,"share":"https://ttm.financial/m/news/1116584413?lang=&edition=fundamental","pubTime":"2022-12-08 23:39","market":"hk","language":"en","title":"3 China Stocks That Could Rebound in 2023, According to Analysts","url":"https://stock-news.laohu8.com/highlight/detail?id=1116584413","media":"TipRanks","summary":"Story HighlightsChinese tech stocks have been heating up of late, even with a potential global reces","content":"<div>\n<p>Story HighlightsChinese tech stocks have been heating up of late, even with a potential global recession on the horizon. As 2023 kicks in, top internet titans like Alibaba, JD.com, and Pinduoduo may ...</p>\n\n<a href=\"https://www.tipranks.com/news/article/3-china-stocks-that-could-rebound-in-2023-according-to-analysts\">Web Link</a>\n\n</div>\n","source":"lsy1606183248679","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 China Stocks That Could Rebound in 2023, According to Analysts</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 China Stocks That Could Rebound in 2023, According to Analysts\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-12-08 23:39 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.tipranks.com/news/article/3-china-stocks-that-could-rebound-in-2023-according-to-analysts><strong>TipRanks</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Story HighlightsChinese tech stocks have been heating up of late, even with a potential global recession on the horizon. As 2023 kicks in, top internet titans like Alibaba, JD.com, and Pinduoduo may ...</p>\n\n<a href=\"https://www.tipranks.com/news/article/3-china-stocks-that-could-rebound-in-2023-according-to-analysts\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"JD":"京东","PDD":"拼多多","BABA":"阿里巴巴","09618":"京东集团-SW","09988":"阿里巴巴-W"},"source_url":"https://www.tipranks.com/news/article/3-china-stocks-that-could-rebound-in-2023-according-to-analysts","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1116584413","content_text":"Story HighlightsChinese tech stocks have been heating up of late, even with a potential global recession on the horizon. As 2023 kicks in, top internet titans like Alibaba, JD.com, and Pinduoduo may have the most room to run as they look to claw back from the depths of the abyss.Chinese stocks have been in a world of pain well before the S&P 500 (SPX) plunged into a bear market in 2022. Indeed, many investors and talking heads have slapped the unenviable title of “uninvestable” on Chinese stocks, given how difficult it is to gauge their inherent risks. Indeed, delisting concerns and other issues based on exogenous events make it hard to value even the “cheapest” Chinese internet ADRs (American Depository Receipts). Despite the added risks of investing in Chinese stocks, many Wall Street analysts continue to view names like Alibaba (NASDAQ: BABA), JD.com (NASDAQ: JD), and Pinduoduo (NASDAQ: PDD) favorably.There’s no doubt that U.S. investors have been burned by Chinese names in recent years. With swollen regulatory risk discounts and considerable growth to be had over the long run, China’s top internet plays may still be worth considering while they’re miles away from their peaks.Let’s check in on three Strong-Buy-rated Chinese tech titans that Wall Street expects great things from in 2023.Alibaba (BABA)Alibaba is probably the first firm that comes to mind to American investors looking for Chinese tech exposure. It’s been a slow, painful descent for one of China’s most FAANG-like stocks. After plunging by around 80% from peak to trough, BABA stock has shown signs of life in recent weeks, rallying by around 52% off the October trough.Whether the recent rally lasts remains to be seen. Regardless, it’s hard for value-conscious investors to overlook the absurdly-low 1.9 times price-to-sales (P/S) multiple.At these depths, even the slightest positive news could have a significant impact on the stock. With Chinese stocks bouncing due to easing COVID-19 restrictions, Alibaba and the broader basket may, once again, be unignorable as consumer spending looks to heal. Arguably, Alibaba has the most to gain as China reopens its economy and the worst recession fears come to pass.What is the Price Target for BABA Stock?Wall Street is sticking with its “Strong Buy” rating on Alibaba stock, with 15 unanimous Buy recommendations. The average BABA stock price target of $133.73 implies a solid 51.4% gain from here.JD.com (JD)JD.com is an e-commerce player that rallied sharply in recent weeks after enduring a nearly two-year-long 64% plunge. Driven by easing COVID-19 restrictions and a huge third-quarter beat that saw per-share earnings crush estimates ($0.90 EPS vs. $0.70 consensus), JD stock now seems to have the most technical strength behind it.At just 0.6 times sales, JD stock has some low expectations in mind ahead of what’s likely to be a global recession. As China looks to loosen its strict zero-COVID policy, JD could be one of the bigger beneficiaries.In a rising-rate world, U.S. investors can appreciate JD’s latest profitability surge. The company is well-positioned to continue driving margins higher as it looks to take a page out of the playbook of an early Amazon (NASDAQ:AMZN).What is the Price Target for JD Stock?Wall Street loves JD stock, with a “Strong Buy” consensus rating. The average JD stock price target of $77.69 implies 32.92% gains from current levels.Pinduoduo (PDD)Pinduoduo is a Chinese e-commerce play that’s suffered the biggest hit to the chin amid China’s horrific tech sell-off. From peak to trough, shares shed more than 83% of their value. Since bottoming earlier this year, though, PDD stock has been really heating up, rewarding dip-buyers who gave the digital retail play the benefit of the doubt. Shares are now up around 265% from their 2022 lows.Indeed, Pinduoduo is the spiciest Chinese internet stock, but one that could deliver the biggest gains in a turnaround scenario. The recent third-quarter beat was a blowout ($1.23 EPS vs. $0.69 consensus). As the company continues to impress despite the dire macro conditions, growth-savvy investors willing to stomach the risks may be enticed to get back into the name.At 6.4 times sales and 30 times trailing earnings, PDD stock is one of the pricier Chinese e-commerce firms. After six straight sizeable bottom-line beats, though, I view the name as compelling.What is the Price Target for PDD Stock?Wall Street continues to pound the table on Pinduoduo. The average PDD stock price target of $99.51 implies 15.95% gains from here.Conclusion: Wall Street is Most Bullish on BABAIndeed, recent momentum in Chinese stocks may reignite enthusiasm. A sustained rally into 2023 may even cause pundits to shed their “uninvestable” status. Of the three names in this piece, Wall Street expects the biggest gains from Alibaba stock.","news_type":1},"isVote":1,"tweetType":1,"viewCount":39,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":262770354159752,"gmtCreate":1705187113508,"gmtModify":1705187118422,"author":{"id":"4095701466603510","authorId":"4095701466603510","name":"RedDotter","avatar":"https://static.itradeup.com/news/0cd781383facbd5189a332ec20374b21","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4095701466603510","authorIdStr":"4095701466603510"},"themes":[],"htmlText":"So sorry the game is ending.","listText":"So sorry the game is ending.","text":"So sorry the game is ending.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/262770354159752","isVote":1,"tweetType":1,"viewCount":263,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":262622771798128,"gmtCreate":1705151059031,"gmtModify":1705151063662,"author":{"id":"4095701466603510","authorId":"4095701466603510","name":"RedDotter","avatar":"https://static.itradeup.com/news/0cd781383facbd5189a332ec20374b21","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4095701466603510","authorIdStr":"4095701466603510"},"themes":[],"htmlText":"Nice game.&nbsp; &nbsp;Still can join in just for the fun of it.","listText":"Nice game.&nbsp; &nbsp;Still can join in just for the fun of it.","text":"Nice game. Still can join in just for the fun of it.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/262622771798128","isVote":1,"tweetType":1,"viewCount":297,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":261967734624424,"gmtCreate":1704991813566,"gmtModify":1704991817895,"author":{"id":"4095701466603510","authorId":"4095701466603510","name":"RedDotter","avatar":"https://static.itradeup.com/news/0cd781383facbd5189a332ec20374b21","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4095701466603510","authorIdStr":"4095701466603510"},"themes":[],"htmlText":"Nice game.&nbsp; &nbsp;Regretted started so late.","listText":"Nice game.&nbsp; &nbsp;Regretted started so late.","text":"Nice game. Regretted started so late.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/261967734624424","isVote":1,"tweetType":1,"viewCount":195,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":232053304586400,"gmtCreate":1697683632078,"gmtModify":1697683635890,"author":{"id":"4095701466603510","authorId":"4095701466603510","name":"RedDotter","avatar":"https://static.itradeup.com/news/0cd781383facbd5189a332ec20374b21","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4095701466603510","authorIdStr":"4095701466603510"},"themes":[],"htmlText":"Great ariticle, would you like to share it?","listText":"Great ariticle, would you like to share it?","text":"Great ariticle, would you like to share it?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/232053304586400","repostId":"2376548412","repostType":2,"isVote":1,"tweetType":1,"viewCount":500,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":189612139339808,"gmtCreate":1687317725820,"gmtModify":1687317729723,"author":{"id":"4095701466603510","authorId":"4095701466603510","name":"RedDotter","avatar":"https://static.itradeup.com/news/0cd781383facbd5189a332ec20374b21","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4095701466603510","authorIdStr":"4095701466603510"},"themes":[],"htmlText":"There's still time to play and get a prize.","listText":"There's still time to play and get a prize.","text":"There's still time to play and get a prize.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/189612139339808","isVote":1,"tweetType":1,"viewCount":394,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9945424505,"gmtCreate":1681562496107,"gmtModify":1681562499831,"author":{"id":"4095701466603510","authorId":"4095701466603510","name":"RedDotter","avatar":"https://static.itradeup.com/news/0cd781383facbd5189a332ec20374b21","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4095701466603510","authorIdStr":"4095701466603510"},"themes":[],"htmlText":"Enjoy yourselves and try for the smaller prizes, there's still time.","listText":"Enjoy yourselves and try for the smaller prizes, there's still time.","text":"Enjoy yourselves and try for the smaller prizes, there's still time.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9945424505","isVote":1,"tweetType":1,"viewCount":515,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}