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SHU.tan
2022-05-20
Time to buy in ?
Singapore Stock Market May Take Further Damage On Friday
SHU.tan
2022-04-11
Bullish on Microsoft
Is Microsoft A Good Metaverse Stock? Consider Both The Enterprise And Consumer Metaverse
SHU.tan
2022-04-07
Hope for nvidia
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SHU.tan
2022-04-07
Looks like a risk
SEC Is Investigating How Amazon Disclosed Business Practices
SHU.tan
2022-04-03
Bullish on apple and Microsoft
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SHU.tan
2022-04-01
Interested in paypal
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The Straits Times Index now rests just above the 3,190-point plateau and it's likely to open in the red again on Friday.</p><p>The global forecast for the Asian markets is negative, with selling pressure expected among the technology, transportation and tobacco stocks. The European and U.S. markets were down and the Asian bourses are tipped to follow suit.</p><p>The STI finished sharply lower on Thursday following losses from the financial shares, property stocks and industrial issues.</p><p>For the day, the index dropped 34.64 points or 1.07 percent to finish at 3,190.71 after trading between 3,177.09 and 3,218.14. Volume was 1.42 billion shares worth 1.38 billion Singapore dollars. There were 339 decliners and 152 gainers.</p><p>Among the actives, Ascendas REIT was down 0.37 percent, while CapitaLand Integrated Commercial Trust tumbled 1.75 percent, CapitaLand Investment sank 1.04 percent, City Developments surrendered 1.72 percent, Comfort DelGro retreated 1.35 percent, Dairy Farm International, DBS Group dropped 0.99 percent, Genting Singapore tanked 1.91 percent, Hongkong Land slid 0.63 percent, Keppel Corp dipped 0.59 percent, Mapletree Commercial Trust slipped 0.55 percent, Mapletree Industrial Trust shed 0.82 percent, Mapletree Logistics Trust skidded 1.23 percent, Oversea-Chinese Banking Corporation declined 1.61 percent, SATS eased 0.23 percent, SembCorp Industries gave away 0.35 percent, Singapore Exchange fell 0.72 percent, Singapore Technologies Engineering and Fraser Logistics both lost 0.74 percent, SingTel stumbled 1.47 percent, Thai Beverage jumped 1.44 percent, United Overseas Bank weakened 1.32 percent, Wilmar International plunged 2.14 percent, Yangzijiang Financial plummeted 4.88 percent and Yangzijiang Shipbuilding climbed 1,14 percent.</p><p>The lead from Wall Street is soft as the major averages opened mixed on Thursday before finally turning lower for good and finishing in the red.</p><p>The Dow plummeted 236.94 points or 0.75 percent to finish at 31,253.13, while the NASDAQ shed 29.66 points or 0.26 percent to close at 11,388.50 and the S&P 500 sank 22.89 points or 0.58 percent to end at 3,900.79.</p><p>The volatility on the day came as traders continued to debate when the markets will reach a bottom, with the S&P 500 closing in on bear market territory.</p><p>In economic news, the Labor Department said first-time claims for U.S. unemployment benefits unexpectedly increased last week, while the National Association of Realtors said existing home sales slumped in April. Also, the Federal Reserve Bank of Philadelphia noted a slowdown in in regional manufacturing activity.</p><p>Crude oil prices rallied sharply on Thursday amid expectations of a pickup in energy demand on reports Chinese officials are planning to ease restrictions in Shanghai. The dollar's weakness also contributed significantly to the rise in oil prices. West Texas Intermediate Crude oil futures for June ended higher by $2.62 or 2.4 percent at $112.21 a barrel.</p></body></html>","source":"lsy1637539882596","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Singapore Stock Market May Take Further Damage On Friday</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\">\nSingapore Stock Market May Take Further Damage On Friday\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-05-20 08:06 GMT+8 <a href=https://www.rttnews.com/3285593/singapore-stock-market-may-take-further-damage-on-friday.aspx?type=acom><strong>rtt news</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>The Singapore stock market on Thursday ended the three-day winning streak in which it had improved more than 60 points or 1.9 percent. The Straits Times Index now rests just above the 3,190-point ...</p>\n\n<a href=\"https://www.rttnews.com/3285593/singapore-stock-market-may-take-further-damage-on-friday.aspx?type=acom\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"STI.SI":"富时新加坡海峡指数"},"source_url":"https://www.rttnews.com/3285593/singapore-stock-market-may-take-further-damage-on-friday.aspx?type=acom","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1111098061","content_text":"The Singapore stock market on Thursday ended the three-day winning streak in which it had improved more than 60 points or 1.9 percent. The Straits Times Index now rests just above the 3,190-point plateau and it's likely to open in the red again on Friday.The global forecast for the Asian markets is negative, with selling pressure expected among the technology, transportation and tobacco stocks. The European and U.S. markets were down and the Asian bourses are tipped to follow suit.The STI finished sharply lower on Thursday following losses from the financial shares, property stocks and industrial issues.For the day, the index dropped 34.64 points or 1.07 percent to finish at 3,190.71 after trading between 3,177.09 and 3,218.14. Volume was 1.42 billion shares worth 1.38 billion Singapore dollars. There were 339 decliners and 152 gainers.Among the actives, Ascendas REIT was down 0.37 percent, while CapitaLand Integrated Commercial Trust tumbled 1.75 percent, CapitaLand Investment sank 1.04 percent, City Developments surrendered 1.72 percent, Comfort DelGro retreated 1.35 percent, Dairy Farm International, DBS Group dropped 0.99 percent, Genting Singapore tanked 1.91 percent, Hongkong Land slid 0.63 percent, Keppel Corp dipped 0.59 percent, Mapletree Commercial Trust slipped 0.55 percent, Mapletree Industrial Trust shed 0.82 percent, Mapletree Logistics Trust skidded 1.23 percent, Oversea-Chinese Banking Corporation declined 1.61 percent, SATS eased 0.23 percent, SembCorp Industries gave away 0.35 percent, Singapore Exchange fell 0.72 percent, Singapore Technologies Engineering and Fraser Logistics both lost 0.74 percent, SingTel stumbled 1.47 percent, Thai Beverage jumped 1.44 percent, United Overseas Bank weakened 1.32 percent, Wilmar International plunged 2.14 percent, Yangzijiang Financial plummeted 4.88 percent and Yangzijiang Shipbuilding climbed 1,14 percent.The lead from Wall Street is soft as the major averages opened mixed on Thursday before finally turning lower for good and finishing in the red.The Dow plummeted 236.94 points or 0.75 percent to finish at 31,253.13, while the NASDAQ shed 29.66 points or 0.26 percent to close at 11,388.50 and the S&P 500 sank 22.89 points or 0.58 percent to end at 3,900.79.The volatility on the day came as traders continued to debate when the markets will reach a bottom, with the S&P 500 closing in on bear market territory.In economic news, the Labor Department said first-time claims for U.S. unemployment benefits unexpectedly increased last week, while the National Association of Realtors said existing home sales slumped in April. Also, the Federal Reserve Bank of Philadelphia noted a slowdown in in regional manufacturing activity.Crude oil prices rallied sharply on Thursday amid expectations of a pickup in energy demand on reports Chinese officials are planning to ease restrictions in Shanghai. The dollar's weakness also contributed significantly to the rise in oil prices. West Texas Intermediate Crude oil futures for June ended higher by $2.62 or 2.4 percent at $112.21 a barrel.","news_type":1},"isVote":1,"tweetType":1,"viewCount":267,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9014659457,"gmtCreate":1649654207010,"gmtModify":1676534545545,"author":{"id":"4103524980863780","authorId":"4103524980863780","name":"SHU.tan","avatar":"https://community-static.tradeup.com/news/a0a364343af95e235acc60c6e0cf7d7c","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4103524980863780","authorIdStr":"4103524980863780"},"themes":[],"htmlText":"Bullish on Microsoft","listText":"Bullish on Microsoft","text":"Bullish on Microsoft","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9014659457","repostId":"2226752060","repostType":4,"repost":{"id":"2226752060","kind":"news","pubTimestamp":1649647957,"share":"https://ttm.financial/m/news/2226752060?lang=&edition=fundamental","pubTime":"2022-04-11 11:32","market":"us","language":"en","title":"Is Microsoft A Good Metaverse Stock? Consider Both The Enterprise And Consumer Metaverse","url":"https://stock-news.laohu8.com/highlight/detail?id=2226752060","media":"seekingalpha","summary":"Elevator PitchMy investment rating for Microsoft Corporation's (NASDAQ:MSFT) shares is a Hold. My pr","content":"<html><head></head><body><h2>Elevator Pitch</h2><p>My investment rating for Microsoft Corporation's (NASDAQ:MSFT) shares is a Hold. My prior March 17, 2022 article for MSFT focused on evaluating the bull and bear case theses for the stock. In this article, I turn my attention to analyzing whether Microsoft is a good proxy for the metaverse investment theme.</p><p>MSFT has been investing in both the enterprise and consumer metaverse, which makes it an unique play on the investment theme. Microsoft is doing the right thing by planting the seeds for future growth by making metaverse-related investments. However, it is still uncertain if the metaverse will live up to its potential in the future, and MSFT's valuations are not particularly enticing. As such, I retain my Hold rating for the company's shares.</p><h2>Is MSFT A Metaverse Stock?</h2><p>MSFT is a metaverse stock. Microsoft might not necessarily be the first name that comes to investors' minds when the metaverse is mentioned like, say, <a href=\"https://laohu8.com/S/FB\">Meta Platforms</a> (FB) or Roblox (RBLX). But there are many signs that suggest MSFT's businesses are closely linked to the metaverse.</p><p>A new <a href=\"https://laohu8.com/S/PSFF\">Pacer Swan SOS Fund of Funds ETF|ETF</a> that was recently launched, ProShares Metaverse ETF (VERS), which was established to allow investors to "benefit from the metaverse's rapid rise" according to a March 17, 2022 <i>Seeking Alpha News</i> article, includes MSFT as <a href=\"https://laohu8.com/S/AONE.U\">one</a> of its top five positions.</p><p>Separately, Microsoft mentioned the word "metaverse" three times in the company's prepared remarks for its Q2 FY 2022 (YE June 30) earnings call, and there was a question asked at the recent quarterly results briefing that focused entirely on MSFT's growth opportunities associated with the metaverse.</p><p>A discussion about MSFT's metaverse-related products and services today will inevitably revolve around HoloLens and Mesh For Microsoft Teams.</p><p>Microsoft has HoloLens when it comes to metaverse-related hardware or devices. The first generation of MSFT's augmented reality or AR headset, HoloLens 1 was introduced to the market in 2015. Microsoft subsequently introduced the second generation of HoloLens (or HoloLens 2) in 2019. It is important to note that HoloLens 2 sells for a few thousand dollars apiece, and the product is clearly targeting enterprises which differentiates it from cheaper (typically a few hundred dollars) AR headsets sold to consumers. The HoloLens 2 headset already has applications in multiple industries, where companies can save on costs and time using this device, as per the chart below.</p><p><b>HoloLens Is Already Used By Companies In Different Industries</b></p><p><img src=\"https://static.tigerbbs.com/c543b8d0f33e26319eb2003cef7d3b1b\" tg-width=\"640\" tg-height=\"254\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>Also, Microsoft announced earlier at its yearly <a href=\"https://laohu8.com/S/IGN.AU\">Ignite</a> technology event in November 2021 that it is introducing "Mesh for Microsoft Teams." At the event, MSFT highlighted that Mesh will allow people to participate virtually in meetings "using personalized avatars and immersive spaces that can be accessed from any device, with no special equipment needed." In a nutshell, the integration of Mesh with Teams is really all about making mixed-reality meetings possible. First launched in 2017, business collaboration and group chat platform Microsoft Teams has been a big success for the company; it disclosed at its recent Q2 FY 2022 results briefing that "90% of Fortune 500 companies used Teams Phone" in the recent quarter. Demand for "Mesh For Microsoft Teams" will definitely grow with the rise of hybrid work, and it is noteworthy that Mesh is also compatible with HoloLens 2 as highlighted below.</p><p><b>Key Features Of Mesh</b></p><p><img src=\"https://static.tigerbbs.com/061c1985184eee7800e167d7f00f3699\" tg-width=\"640\" tg-height=\"204\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>I discuss about MSFT's most significant and recent investment in the metaverse in the subsequent section.</p><h2>Is Microsoft Investing In The Metaverse?</h2><p>Microsoft is investing in the metaverse, and the company's most recent move in that respect was its planned purchase of gaming company, Activision Blizzard announced in a press release dated January 18, 2022. MSFT stressed at its most recent quarterly investor call that this deal will help the company "shape what comes next for gaming as platforms like the metaverse develop." The transaction is expected to be concluded by the end of FY 2023 (June 30, 2023), assuming that conditions precedent are fulfilled and the relevant regulatory approvals are secured.</p><p>As I noted in the preceding section of this article, MSFT has put in significant efforts to make headway in the enterprise metaverse with HoloLens 2 and Mesh For Meetings. The proposed Activision deal puts Microsoft in a good position to gain a strong foothold in the consumer metaverse as well.</p><p>A January 10, 2022 <i>Wired</i> article noted that "the things that make the promise of a metaverse intriguing" can already be found in "online games" like <i>World of Warcraft</i>, and highlighted that the metaverse represents "a new way (for gaming companies) to brand their sprawl of digital products and services." Activision's flagship game, <i>World Of Warcraft</i>, is often seen to be an "earlier version" and "preview" of the future metaverse, and there are substantial synergies between Activision's games and Microsoft's ambitions to expand in the consumer metaverse.</p><p>In the next section, I touch on key metrics with respect to Microsoft's proposed acquisition in Activision which represents a key investment for the company in the consumer metaverse.</p><h2>MSFT Stock Key Metrics</h2><p>Microsoft outlined its expectations for the number of gamers worldwide to expand from around 3 billion now to 4.5 billion in the next nine years, as discussed at the company's M&A investor call on January 18, 2022. MSFT emphasized at its M&A briefing in mid-January that its "vision of the metaverse is based on intersecting global communities rooted in strong franchises." In other words, Microsoft needs scale in gaming to build a consumer metaverse.</p><p>Activision boasted as many as 371 million monthly active users (versus a relatively more modest 25 million Microsoft Xbox Game Pass subscribers) as of the end of 2021, and it is estimated that Microsoft will become the "third largest" company in the gaming space behind only Sony (SONY) (OTCPK:SNEJF) and Tencent (OTCPK:TCEHY) (OTCPK:TCTZF) assuming that the deal is successfully completed.</p><p>In summary, the success of Microsoft's proposed investment in Activision could determine if MSFT is able become a force in the consumer metaverse in the future.</p><h2>What Is Microsoft's Long-Term Outlook?</h2><p>A stock is a good investment, if the company's long-term growth prospects are not fully reflected in its valuations. In that respect, MSFT is not the best investment candidate.</p><p>Microsoft's revenue and normalized earnings per share are forecasted to grow by five-CAGRs of +15.1% and +19.4%, respectively for the FY 2022-2026 period as per <i>S&P Capital IQ's</i> consensus estimates. Wall Street analysts also see MSFT's future ROEs falling in the low-30s to low 40s percentage range for the next five years.</p><p>MSFT's 30.5 times consensus forward next twelve months' normalized P/E appears to be largely consistent with the company's expected top line expansion, ROEs and earnings growth going forward. In other words, I don't see any indicators that MSFT is mispriced.</p><p>With regards to the metaverse, it is reasonably safe to assume that the sell-side has not incorporated much of the potential upside relating to the metaverse into the financial forecasts for MSFT or its peers. It is widely accepted by investors and companies that while the metaverse holds a lot of promise in the long term, there is no guarantee that the metaverse investment theme won't fizzle out just like other technology trends in the past.</p><p>As an illustration, Meta Platforms, arguably the company most bullish (considering its corporate name change) on the future of the metaverse, has also expressed its views that it is ready to pivot if things don't work as planned. FB mentioned at the 2022 <a href=\"https://laohu8.com/S/MSTLW\">Morgan Stanley</a> (MS) Technology, Media and Telecom Conference in March that it "can moderate them over time" assuming it is "less successful." Specifically, Meta Platforms is saying that if investments in any particular growth area (which could be referring to the metaverse and other investment opportunities) don't work out well, it is willingly to allocate capital elsewhere.</p><p>In conclusion, MSFT's outlook is good but largely priced in. At the same time, it will be too aggressive to expect significant revenue or earnings accretion from the metaverse theme.</p><h2>Is MSFT Stock A Buy, Sell, or Hold?</h2><p>MSFT is a Hold. In my earlier March 17, 2022 update, I rated Microsoft as a Hold "after I weighed the pros and cons of a potential investment in the stock and assessed its valuations using different approaches." My views have remained unchanged. Microsoft's investments in the metaverse represent call options, and there could be upside to the company's financial forecasts and valuations if the metaverse turns out to be a much bigger growth opportunity than what is expected. But as it stands now, Microsoft's valuations are fair and deserving of a Hold rating.</p></body></html>","source":"seekingalpha","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Is Microsoft A Good Metaverse Stock? Consider Both The Enterprise And Consumer Metaverse</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nIs Microsoft A Good Metaverse Stock? Consider Both The Enterprise And Consumer Metaverse\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-04-11 11:32 GMT+8 <a href=https://seekingalpha.com/article/4500469-is-microsoft-good-metaverse-stock><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Elevator PitchMy investment rating for Microsoft Corporation's (NASDAQ:MSFT) shares is a Hold. My prior March 17, 2022 article for MSFT focused on evaluating the bull and bear case theses for the ...</p>\n\n<a href=\"https://seekingalpha.com/article/4500469-is-microsoft-good-metaverse-stock\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4097":"系统软件","BK4581":"高盛持仓","BK4504":"桥水持仓","MSFT":"微软","BK4548":"巴美列捷福持仓","BK4528":"SaaS概念","BK4516":"特朗普概念","BK4554":"元宇宙及AR概念","BK4532":"文艺复兴科技持仓","BK4567":"ESG概念","BK4534":"瑞士信贷持仓","BK4576":"AR","BK4533":"AQR资本管理(全球第二大对冲基金)","BK4566":"资本集团","BK4525":"远程办公概念","BK4535":"淡马锡持仓","BK4577":"网络游戏","BK4527":"明星科技股","BK4538":"云计算","BK4579":"人工智能","BK4550":"红杉资本持仓","BK4503":"景林资产持仓"},"source_url":"https://seekingalpha.com/article/4500469-is-microsoft-good-metaverse-stock","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"2226752060","content_text":"Elevator PitchMy investment rating for Microsoft Corporation's (NASDAQ:MSFT) shares is a Hold. My prior March 17, 2022 article for MSFT focused on evaluating the bull and bear case theses for the stock. In this article, I turn my attention to analyzing whether Microsoft is a good proxy for the metaverse investment theme.MSFT has been investing in both the enterprise and consumer metaverse, which makes it an unique play on the investment theme. Microsoft is doing the right thing by planting the seeds for future growth by making metaverse-related investments. However, it is still uncertain if the metaverse will live up to its potential in the future, and MSFT's valuations are not particularly enticing. As such, I retain my Hold rating for the company's shares.Is MSFT A Metaverse Stock?MSFT is a metaverse stock. Microsoft might not necessarily be the first name that comes to investors' minds when the metaverse is mentioned like, say, Meta Platforms (FB) or Roblox (RBLX). But there are many signs that suggest MSFT's businesses are closely linked to the metaverse.A new Pacer Swan SOS Fund of Funds ETF|ETF that was recently launched, ProShares Metaverse ETF (VERS), which was established to allow investors to \"benefit from the metaverse's rapid rise\" according to a March 17, 2022 Seeking Alpha News article, includes MSFT as one of its top five positions.Separately, Microsoft mentioned the word \"metaverse\" three times in the company's prepared remarks for its Q2 FY 2022 (YE June 30) earnings call, and there was a question asked at the recent quarterly results briefing that focused entirely on MSFT's growth opportunities associated with the metaverse.A discussion about MSFT's metaverse-related products and services today will inevitably revolve around HoloLens and Mesh For Microsoft Teams.Microsoft has HoloLens when it comes to metaverse-related hardware or devices. The first generation of MSFT's augmented reality or AR headset, HoloLens 1 was introduced to the market in 2015. Microsoft subsequently introduced the second generation of HoloLens (or HoloLens 2) in 2019. It is important to note that HoloLens 2 sells for a few thousand dollars apiece, and the product is clearly targeting enterprises which differentiates it from cheaper (typically a few hundred dollars) AR headsets sold to consumers. The HoloLens 2 headset already has applications in multiple industries, where companies can save on costs and time using this device, as per the chart below.HoloLens Is Already Used By Companies In Different IndustriesAlso, Microsoft announced earlier at its yearly Ignite technology event in November 2021 that it is introducing \"Mesh for Microsoft Teams.\" At the event, MSFT highlighted that Mesh will allow people to participate virtually in meetings \"using personalized avatars and immersive spaces that can be accessed from any device, with no special equipment needed.\" In a nutshell, the integration of Mesh with Teams is really all about making mixed-reality meetings possible. First launched in 2017, business collaboration and group chat platform Microsoft Teams has been a big success for the company; it disclosed at its recent Q2 FY 2022 results briefing that \"90% of Fortune 500 companies used Teams Phone\" in the recent quarter. Demand for \"Mesh For Microsoft Teams\" will definitely grow with the rise of hybrid work, and it is noteworthy that Mesh is also compatible with HoloLens 2 as highlighted below.Key Features Of MeshI discuss about MSFT's most significant and recent investment in the metaverse in the subsequent section.Is Microsoft Investing In The Metaverse?Microsoft is investing in the metaverse, and the company's most recent move in that respect was its planned purchase of gaming company, Activision Blizzard announced in a press release dated January 18, 2022. MSFT stressed at its most recent quarterly investor call that this deal will help the company \"shape what comes next for gaming as platforms like the metaverse develop.\" The transaction is expected to be concluded by the end of FY 2023 (June 30, 2023), assuming that conditions precedent are fulfilled and the relevant regulatory approvals are secured.As I noted in the preceding section of this article, MSFT has put in significant efforts to make headway in the enterprise metaverse with HoloLens 2 and Mesh For Meetings. The proposed Activision deal puts Microsoft in a good position to gain a strong foothold in the consumer metaverse as well.A January 10, 2022 Wired article noted that \"the things that make the promise of a metaverse intriguing\" can already be found in \"online games\" like World of Warcraft, and highlighted that the metaverse represents \"a new way (for gaming companies) to brand their sprawl of digital products and services.\" Activision's flagship game, World Of Warcraft, is often seen to be an \"earlier version\" and \"preview\" of the future metaverse, and there are substantial synergies between Activision's games and Microsoft's ambitions to expand in the consumer metaverse.In the next section, I touch on key metrics with respect to Microsoft's proposed acquisition in Activision which represents a key investment for the company in the consumer metaverse.MSFT Stock Key MetricsMicrosoft outlined its expectations for the number of gamers worldwide to expand from around 3 billion now to 4.5 billion in the next nine years, as discussed at the company's M&A investor call on January 18, 2022. MSFT emphasized at its M&A briefing in mid-January that its \"vision of the metaverse is based on intersecting global communities rooted in strong franchises.\" In other words, Microsoft needs scale in gaming to build a consumer metaverse.Activision boasted as many as 371 million monthly active users (versus a relatively more modest 25 million Microsoft Xbox Game Pass subscribers) as of the end of 2021, and it is estimated that Microsoft will become the \"third largest\" company in the gaming space behind only Sony (SONY) (OTCPK:SNEJF) and Tencent (OTCPK:TCEHY) (OTCPK:TCTZF) assuming that the deal is successfully completed.In summary, the success of Microsoft's proposed investment in Activision could determine if MSFT is able become a force in the consumer metaverse in the future.What Is Microsoft's Long-Term Outlook?A stock is a good investment, if the company's long-term growth prospects are not fully reflected in its valuations. In that respect, MSFT is not the best investment candidate.Microsoft's revenue and normalized earnings per share are forecasted to grow by five-CAGRs of +15.1% and +19.4%, respectively for the FY 2022-2026 period as per S&P Capital IQ's consensus estimates. Wall Street analysts also see MSFT's future ROEs falling in the low-30s to low 40s percentage range for the next five years.MSFT's 30.5 times consensus forward next twelve months' normalized P/E appears to be largely consistent with the company's expected top line expansion, ROEs and earnings growth going forward. In other words, I don't see any indicators that MSFT is mispriced.With regards to the metaverse, it is reasonably safe to assume that the sell-side has not incorporated much of the potential upside relating to the metaverse into the financial forecasts for MSFT or its peers. It is widely accepted by investors and companies that while the metaverse holds a lot of promise in the long term, there is no guarantee that the metaverse investment theme won't fizzle out just like other technology trends in the past.As an illustration, Meta Platforms, arguably the company most bullish (considering its corporate name change) on the future of the metaverse, has also expressed its views that it is ready to pivot if things don't work as planned. FB mentioned at the 2022 Morgan Stanley (MS) Technology, Media and Telecom Conference in March that it \"can moderate them over time\" assuming it is \"less successful.\" Specifically, Meta Platforms is saying that if investments in any particular growth area (which could be referring to the metaverse and other investment opportunities) don't work out well, it is willingly to allocate capital elsewhere.In conclusion, MSFT's outlook is good but largely priced in. At the same time, it will be too aggressive to expect significant revenue or earnings accretion from the metaverse theme.Is MSFT Stock A Buy, Sell, or Hold?MSFT is a Hold. In my earlier March 17, 2022 update, I rated Microsoft as a Hold \"after I weighed the pros and cons of a potential investment in the stock and assessed its valuations using different approaches.\" My views have remained unchanged. Microsoft's investments in the metaverse represent call options, and there could be upside to the company's financial forecasts and valuations if the metaverse turns out to be a much bigger growth opportunity than what is expected. But as it stands now, Microsoft's valuations are fair and deserving of a Hold rating.","news_type":1},"isVote":1,"tweetType":1,"viewCount":554,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9012667014,"gmtCreate":1649327705684,"gmtModify":1676534492053,"author":{"id":"4103524980863780","authorId":"4103524980863780","name":"SHU.tan","avatar":"https://community-static.tradeup.com/news/a0a364343af95e235acc60c6e0cf7d7c","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4103524980863780","authorIdStr":"4103524980863780"},"themes":[],"htmlText":"Hope for nvidia","listText":"Hope for nvidia","text":"Hope for nvidia","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9012667014","repostId":"1106290580","repostType":4,"isVote":1,"tweetType":1,"viewCount":636,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9012664588,"gmtCreate":1649327605424,"gmtModify":1676534492030,"author":{"id":"4103524980863780","authorId":"4103524980863780","name":"SHU.tan","avatar":"https://community-static.tradeup.com/news/a0a364343af95e235acc60c6e0cf7d7c","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4103524980863780","authorIdStr":"4103524980863780"},"themes":[],"htmlText":"Looks like a risk","listText":"Looks like a risk","text":"Looks like a risk","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9012664588","repostId":"1166056355","repostType":4,"repost":{"id":"1166056355","kind":"news","pubTimestamp":1649316436,"share":"https://ttm.financial/m/news/1166056355?lang=&edition=fundamental","pubTime":"2022-04-07 15:27","market":"us","language":"en","title":"SEC Is Investigating How Amazon Disclosed Business Practices","url":"https://stock-news.laohu8.com/highlight/detail?id=1166056355","media":"The Wall Street Journal","summary":"Federal securities regulators are investigating how Amazon.com Inc. has disclosed some details of it","content":"<html><head></head><body><p>Federal securities regulators are investigating how Amazon.com Inc. has disclosed some details of its business practices, including how it uses third-party-seller data for its private-label business, according to people familiar with the matter.</p><p>The Securities and Exchange Commission is probing how the technology giant—the largest U.S. e-commerce retailer and cloud-computing company—handled disclosures of its employees’ use of data from sellers on its e-commerce platform, the people said. The SEC’s enforcement division has asked for emails and communications from several senior Amazon executives, according to one of the people.</p><p>A spokesman for Amazon declined to comment.</p><p>In April 2020, a Wall Street Journal investigation, citing internal documents and interviews with former Amazon staffers, found the company’s employees routinely used individual third-party-seller data to develop products for its own brands. A company spokesman denied that such actions were taken, echoing an Amazon lawyer’s congressional testimony a year earlier, saying the company does “not use their individual data when we’re making decisions to launch private brands.”</p><p>Amazon has since launched an internal investigation of its private-label division but has declined to provide a copy of its report to a congressional committee that earlier investigated Amazon and other technology companies’ size and power, the Journal has reported.</p><p>Last month, members of the antitrust subcommittee of the House Judiciary Committee referred Amazon and some of its top executives to the Justice Department for potentially obstructing Congress in relation to its cooperation during the probe and disclosure of how its private-label business is run.</p><p>Regarding the Justice Department referral, an Amazon spokeswoman said, “There’s no factual basis for this, as demonstrated in the huge volume of information we’ve provided over several years of good-faith cooperation with this investigation.”</p><p>As a result of its 16-month investigation into technology companies including Amazon beginning in 2019, the congressional committee proposed a series of bills aimed at reining in tech giants. One of the measures targets Amazon’s private-label business, seeking to make it unlawful for the company to give its own products preference over those of competitors, or to use sellers’ nonpublic data to compete with them.</p><p>“It should surprise no one that Amazon continues to mislead the public and investors about its abusive business practices,” Rep. David Cicilline (D., R.I.), chairman of the antitrust subcommittee, said in a statement advocating congressional action against the company. “Congress gave the company every opportunity to come clean, and it refused to do so.”</p><p>The SEC’s probe has been under way for more than a year, one of the people familiar with the matter said.</p><p>The agency regulates how public companies communicate with investors. It can bring civil-enforcement actions when it finds that firms misled shareholders or failed to disclose important information in a timely manner. SEC probes sometimes end with the regulator not taking any enforcement action against the business or individuals it investigated.</p><p>Amazon is under growing scrutiny from federal agencies. The Seattle-based technology giant is also the focus of an antitrust investigation from the Federal Trade Commission, whose chairwoman, Lina Khan, has been a longtime critic of the company and wrote a widely read law-review article while a student at Yale Law School that argued that antitrust law had failed to restrain the company. Last year, Amazon filed a request with the FTC seeking her recusal from any examination of the company’s activities. The agency hasn’t publicly responded to that request.</p><p>In September, six U.S. senators asked the U.S. Equal Employment Opportunity Commission to investigate allegations that Amazon doesn’t reasonably accommodate pregnant workers at its fulfillment centers. One of the senators, Elizabeth Warren (D., Mass.), has long pushed for a breakup of the company.</p><p>Overseas, the European Commission, the European Union’s top antitrust regulator, issued a statement of objections against Amazon in 2020, alleging the online retailer broke antitrust rules by using data from third-party sellers to unfairly compete against them. The commission has also opened a separate probe into how Amazon chooses default sellers, whose products are featured more prominently. Both investigations are pending.</p><p>Earlier this month, Amazon warehouse workers in New York voted to establish the tech giant’s first union in the U.S., a development the company has long sought to prevent. In a speech to building trade-union members on Wednesday, President Biden hailed that outcome, saying, “Amazon, here we come.”</p><p>Asked about the comment later, White House press secretary Jen Psaki said Mr. Biden wasn’t suggesting that the federal government would play a direct role in labor organizing, but rather was conveying “his longtime support for collective bargaining, for the rights of workers to organize and their decision to do exactly that in this case.”</p><p>The SEC has brought relatively few enforcement actions against the biggest tech companies. The agency in 2019 alleged that Facebook Inc. misled investors about the risk of misuse of users’ data, presenting the issue as hypothetical when Facebook knew that Cambridge Analytica, a data-analytics firm, had information on millions of Facebook users. Facebook paid $100 million to settle the SEC allegations and didn’t admit or deny wrongdoing.</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>SEC Is Investigating How Amazon Disclosed Business Practices</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\">\nSEC Is Investigating How Amazon Disclosed Business Practices\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-04-07 15:27 GMT+8 <a href=https://www.wsj.com/articles/sec-is-investigating-how-amazon-disclosed-business-practices-11649271819?mod=business_lead_pos3><strong>The Wall Street Journal</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Federal securities regulators are investigating how Amazon.com Inc. has disclosed some details of its business practices, including how it uses third-party-seller data for its private-label business, ...</p>\n\n<a href=\"https://www.wsj.com/articles/sec-is-investigating-how-amazon-disclosed-business-practices-11649271819?mod=business_lead_pos3\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AMZN":"亚马逊"},"source_url":"https://www.wsj.com/articles/sec-is-investigating-how-amazon-disclosed-business-practices-11649271819?mod=business_lead_pos3","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1166056355","content_text":"Federal securities regulators are investigating how Amazon.com Inc. has disclosed some details of its business practices, including how it uses third-party-seller data for its private-label business, according to people familiar with the matter.The Securities and Exchange Commission is probing how the technology giant—the largest U.S. e-commerce retailer and cloud-computing company—handled disclosures of its employees’ use of data from sellers on its e-commerce platform, the people said. The SEC’s enforcement division has asked for emails and communications from several senior Amazon executives, according to one of the people.A spokesman for Amazon declined to comment.In April 2020, a Wall Street Journal investigation, citing internal documents and interviews with former Amazon staffers, found the company’s employees routinely used individual third-party-seller data to develop products for its own brands. A company spokesman denied that such actions were taken, echoing an Amazon lawyer’s congressional testimony a year earlier, saying the company does “not use their individual data when we’re making decisions to launch private brands.”Amazon has since launched an internal investigation of its private-label division but has declined to provide a copy of its report to a congressional committee that earlier investigated Amazon and other technology companies’ size and power, the Journal has reported.Last month, members of the antitrust subcommittee of the House Judiciary Committee referred Amazon and some of its top executives to the Justice Department for potentially obstructing Congress in relation to its cooperation during the probe and disclosure of how its private-label business is run.Regarding the Justice Department referral, an Amazon spokeswoman said, “There’s no factual basis for this, as demonstrated in the huge volume of information we’ve provided over several years of good-faith cooperation with this investigation.”As a result of its 16-month investigation into technology companies including Amazon beginning in 2019, the congressional committee proposed a series of bills aimed at reining in tech giants. One of the measures targets Amazon’s private-label business, seeking to make it unlawful for the company to give its own products preference over those of competitors, or to use sellers’ nonpublic data to compete with them.“It should surprise no one that Amazon continues to mislead the public and investors about its abusive business practices,” Rep. David Cicilline (D., R.I.), chairman of the antitrust subcommittee, said in a statement advocating congressional action against the company. “Congress gave the company every opportunity to come clean, and it refused to do so.”The SEC’s probe has been under way for more than a year, one of the people familiar with the matter said.The agency regulates how public companies communicate with investors. It can bring civil-enforcement actions when it finds that firms misled shareholders or failed to disclose important information in a timely manner. SEC probes sometimes end with the regulator not taking any enforcement action against the business or individuals it investigated.Amazon is under growing scrutiny from federal agencies. The Seattle-based technology giant is also the focus of an antitrust investigation from the Federal Trade Commission, whose chairwoman, Lina Khan, has been a longtime critic of the company and wrote a widely read law-review article while a student at Yale Law School that argued that antitrust law had failed to restrain the company. Last year, Amazon filed a request with the FTC seeking her recusal from any examination of the company’s activities. The agency hasn’t publicly responded to that request.In September, six U.S. senators asked the U.S. Equal Employment Opportunity Commission to investigate allegations that Amazon doesn’t reasonably accommodate pregnant workers at its fulfillment centers. One of the senators, Elizabeth Warren (D., Mass.), has long pushed for a breakup of the company.Overseas, the European Commission, the European Union’s top antitrust regulator, issued a statement of objections against Amazon in 2020, alleging the online retailer broke antitrust rules by using data from third-party sellers to unfairly compete against them. The commission has also opened a separate probe into how Amazon chooses default sellers, whose products are featured more prominently. Both investigations are pending.Earlier this month, Amazon warehouse workers in New York voted to establish the tech giant’s first union in the U.S., a development the company has long sought to prevent. In a speech to building trade-union members on Wednesday, President Biden hailed that outcome, saying, “Amazon, here we come.”Asked about the comment later, White House press secretary Jen Psaki said Mr. Biden wasn’t suggesting that the federal government would play a direct role in labor organizing, but rather was conveying “his longtime support for collective bargaining, for the rights of workers to organize and their decision to do exactly that in this case.”The SEC has brought relatively few enforcement actions against the biggest tech companies. The agency in 2019 alleged that Facebook Inc. misled investors about the risk of misuse of users’ data, presenting the issue as hypothetical when Facebook knew that Cambridge Analytica, a data-analytics firm, had information on millions of Facebook users. Facebook paid $100 million to settle the SEC allegations and didn’t admit or deny wrongdoing.","news_type":1},"isVote":1,"tweetType":1,"viewCount":563,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9018014896,"gmtCreate":1648948124597,"gmtModify":1676534425621,"author":{"id":"4103524980863780","authorId":"4103524980863780","name":"SHU.tan","avatar":"https://community-static.tradeup.com/news/a0a364343af95e235acc60c6e0cf7d7c","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4103524980863780","authorIdStr":"4103524980863780"},"themes":[],"htmlText":"Bullish on apple and Microsoft","listText":"Bullish on apple and Microsoft","text":"Bullish on apple and Microsoft","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":0,"repostSize":1,"link":"https://ttm.financial/post/9018014896","repostId":"1119316511","repostType":4,"isVote":1,"tweetType":1,"viewCount":871,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9011907311,"gmtCreate":1648797959842,"gmtModify":1676534400214,"author":{"id":"4103524980863780","authorId":"4103524980863780","name":"SHU.tan","avatar":"https://community-static.tradeup.com/news/a0a364343af95e235acc60c6e0cf7d7c","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4103524980863780","authorIdStr":"4103524980863780"},"themes":[],"htmlText":"Interested in paypal","listText":"Interested in paypal","text":"Interested in paypal","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9011907311","repostId":"1106914716","repostType":4,"isVote":1,"tweetType":1,"viewCount":366,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"hots":[{"id":9018014896,"gmtCreate":1648948124597,"gmtModify":1676534425621,"author":{"id":"4103524980863780","authorId":"4103524980863780","name":"SHU.tan","avatar":"https://community-static.tradeup.com/news/a0a364343af95e235acc60c6e0cf7d7c","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4103524980863780","authorIdStr":"4103524980863780"},"themes":[],"htmlText":"Bullish on apple and Microsoft","listText":"Bullish on apple and Microsoft","text":"Bullish on apple and Microsoft","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":0,"repostSize":1,"link":"https://ttm.financial/post/9018014896","repostId":"1119316511","repostType":4,"repost":{"id":"1119316511","kind":"news","weMediaInfo":{"introduction":"Providing stock market headlines, business news, financials and earnings ","home_visible":1,"media_name":"Tiger Newspress","id":"1079075236","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1648799989,"share":"https://ttm.financial/m/news/1119316511?lang=&edition=fundamental","pubTime":"2022-04-01 15:59","market":"us","language":"en","title":"Tiger Chart| Q1 S&P 500 Top 10 Wrap: Berkshire Soared 18%; Meta Plummeted 33%","url":"https://stock-news.laohu8.com/highlight/detail?id=1119316511","media":"Tiger Newspress","summary":"We analyzed Q1 Performance of S&P 500 Top 10 Companies. Among the top 10 companies by market cap, Be","content":"<html><head></head><body><p>We analyzed Q1 Performance of S&P 500 Top 10 Companies. Among the top 10 companies by market cap, Berkshire stood out, with its share price soaring 18%; Meta plummeted by more than 33%, ranking at the bottom.<img src=\"https://static.tigerbbs.com/b47990d81988dfb6ec08dbf89222018c\" tg-width=\"757\" tg-height=\"1556\" width=\"100%\" height=\"auto\"/></p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Tiger Chart| Q1 S&P 500 Top 10 Wrap: Berkshire Soared 18%; Meta Plummeted 33%</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\">\nTiger Chart| Q1 S&P 500 Top 10 Wrap: Berkshire Soared 18%; Meta Plummeted 33%\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time\">2022-04-01 15:59</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>We analyzed Q1 Performance of S&P 500 Top 10 Companies. Among the top 10 companies by market cap, Berkshire stood out, with its share price soaring 18%; Meta plummeted by more than 33%, ranking at the bottom.<img src=\"https://static.tigerbbs.com/b47990d81988dfb6ec08dbf89222018c\" tg-width=\"757\" tg-height=\"1556\" width=\"100%\" height=\"auto\"/></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AAPL":"苹果","AMZN":"亚马逊","BRK.A":"伯克希尔"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1119316511","content_text":"We analyzed Q1 Performance of S&P 500 Top 10 Companies. Among the top 10 companies by market cap, Berkshire stood out, with its share price soaring 18%; Meta plummeted by more than 33%, ranking at the bottom.","news_type":1},"isVote":1,"tweetType":1,"viewCount":871,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9014659457,"gmtCreate":1649654207010,"gmtModify":1676534545545,"author":{"id":"4103524980863780","authorId":"4103524980863780","name":"SHU.tan","avatar":"https://community-static.tradeup.com/news/a0a364343af95e235acc60c6e0cf7d7c","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4103524980863780","authorIdStr":"4103524980863780"},"themes":[],"htmlText":"Bullish on Microsoft","listText":"Bullish on Microsoft","text":"Bullish on Microsoft","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9014659457","repostId":"2226752060","repostType":4,"repost":{"id":"2226752060","kind":"news","pubTimestamp":1649647957,"share":"https://ttm.financial/m/news/2226752060?lang=&edition=fundamental","pubTime":"2022-04-11 11:32","market":"us","language":"en","title":"Is Microsoft A Good Metaverse Stock? Consider Both The Enterprise And Consumer Metaverse","url":"https://stock-news.laohu8.com/highlight/detail?id=2226752060","media":"seekingalpha","summary":"Elevator PitchMy investment rating for Microsoft Corporation's (NASDAQ:MSFT) shares is a Hold. My pr","content":"<html><head></head><body><h2>Elevator Pitch</h2><p>My investment rating for Microsoft Corporation's (NASDAQ:MSFT) shares is a Hold. My prior March 17, 2022 article for MSFT focused on evaluating the bull and bear case theses for the stock. In this article, I turn my attention to analyzing whether Microsoft is a good proxy for the metaverse investment theme.</p><p>MSFT has been investing in both the enterprise and consumer metaverse, which makes it an unique play on the investment theme. Microsoft is doing the right thing by planting the seeds for future growth by making metaverse-related investments. However, it is still uncertain if the metaverse will live up to its potential in the future, and MSFT's valuations are not particularly enticing. As such, I retain my Hold rating for the company's shares.</p><h2>Is MSFT A Metaverse Stock?</h2><p>MSFT is a metaverse stock. Microsoft might not necessarily be the first name that comes to investors' minds when the metaverse is mentioned like, say, <a href=\"https://laohu8.com/S/FB\">Meta Platforms</a> (FB) or Roblox (RBLX). But there are many signs that suggest MSFT's businesses are closely linked to the metaverse.</p><p>A new <a href=\"https://laohu8.com/S/PSFF\">Pacer Swan SOS Fund of Funds ETF|ETF</a> that was recently launched, ProShares Metaverse ETF (VERS), which was established to allow investors to "benefit from the metaverse's rapid rise" according to a March 17, 2022 <i>Seeking Alpha News</i> article, includes MSFT as <a href=\"https://laohu8.com/S/AONE.U\">one</a> of its top five positions.</p><p>Separately, Microsoft mentioned the word "metaverse" three times in the company's prepared remarks for its Q2 FY 2022 (YE June 30) earnings call, and there was a question asked at the recent quarterly results briefing that focused entirely on MSFT's growth opportunities associated with the metaverse.</p><p>A discussion about MSFT's metaverse-related products and services today will inevitably revolve around HoloLens and Mesh For Microsoft Teams.</p><p>Microsoft has HoloLens when it comes to metaverse-related hardware or devices. The first generation of MSFT's augmented reality or AR headset, HoloLens 1 was introduced to the market in 2015. Microsoft subsequently introduced the second generation of HoloLens (or HoloLens 2) in 2019. It is important to note that HoloLens 2 sells for a few thousand dollars apiece, and the product is clearly targeting enterprises which differentiates it from cheaper (typically a few hundred dollars) AR headsets sold to consumers. The HoloLens 2 headset already has applications in multiple industries, where companies can save on costs and time using this device, as per the chart below.</p><p><b>HoloLens Is Already Used By Companies In Different Industries</b></p><p><img src=\"https://static.tigerbbs.com/c543b8d0f33e26319eb2003cef7d3b1b\" tg-width=\"640\" tg-height=\"254\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>Also, Microsoft announced earlier at its yearly <a href=\"https://laohu8.com/S/IGN.AU\">Ignite</a> technology event in November 2021 that it is introducing "Mesh for Microsoft Teams." At the event, MSFT highlighted that Mesh will allow people to participate virtually in meetings "using personalized avatars and immersive spaces that can be accessed from any device, with no special equipment needed." In a nutshell, the integration of Mesh with Teams is really all about making mixed-reality meetings possible. First launched in 2017, business collaboration and group chat platform Microsoft Teams has been a big success for the company; it disclosed at its recent Q2 FY 2022 results briefing that "90% of Fortune 500 companies used Teams Phone" in the recent quarter. Demand for "Mesh For Microsoft Teams" will definitely grow with the rise of hybrid work, and it is noteworthy that Mesh is also compatible with HoloLens 2 as highlighted below.</p><p><b>Key Features Of Mesh</b></p><p><img src=\"https://static.tigerbbs.com/061c1985184eee7800e167d7f00f3699\" tg-width=\"640\" tg-height=\"204\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>I discuss about MSFT's most significant and recent investment in the metaverse in the subsequent section.</p><h2>Is Microsoft Investing In The Metaverse?</h2><p>Microsoft is investing in the metaverse, and the company's most recent move in that respect was its planned purchase of gaming company, Activision Blizzard announced in a press release dated January 18, 2022. MSFT stressed at its most recent quarterly investor call that this deal will help the company "shape what comes next for gaming as platforms like the metaverse develop." The transaction is expected to be concluded by the end of FY 2023 (June 30, 2023), assuming that conditions precedent are fulfilled and the relevant regulatory approvals are secured.</p><p>As I noted in the preceding section of this article, MSFT has put in significant efforts to make headway in the enterprise metaverse with HoloLens 2 and Mesh For Meetings. The proposed Activision deal puts Microsoft in a good position to gain a strong foothold in the consumer metaverse as well.</p><p>A January 10, 2022 <i>Wired</i> article noted that "the things that make the promise of a metaverse intriguing" can already be found in "online games" like <i>World of Warcraft</i>, and highlighted that the metaverse represents "a new way (for gaming companies) to brand their sprawl of digital products and services." Activision's flagship game, <i>World Of Warcraft</i>, is often seen to be an "earlier version" and "preview" of the future metaverse, and there are substantial synergies between Activision's games and Microsoft's ambitions to expand in the consumer metaverse.</p><p>In the next section, I touch on key metrics with respect to Microsoft's proposed acquisition in Activision which represents a key investment for the company in the consumer metaverse.</p><h2>MSFT Stock Key Metrics</h2><p>Microsoft outlined its expectations for the number of gamers worldwide to expand from around 3 billion now to 4.5 billion in the next nine years, as discussed at the company's M&A investor call on January 18, 2022. MSFT emphasized at its M&A briefing in mid-January that its "vision of the metaverse is based on intersecting global communities rooted in strong franchises." In other words, Microsoft needs scale in gaming to build a consumer metaverse.</p><p>Activision boasted as many as 371 million monthly active users (versus a relatively more modest 25 million Microsoft Xbox Game Pass subscribers) as of the end of 2021, and it is estimated that Microsoft will become the "third largest" company in the gaming space behind only Sony (SONY) (OTCPK:SNEJF) and Tencent (OTCPK:TCEHY) (OTCPK:TCTZF) assuming that the deal is successfully completed.</p><p>In summary, the success of Microsoft's proposed investment in Activision could determine if MSFT is able become a force in the consumer metaverse in the future.</p><h2>What Is Microsoft's Long-Term Outlook?</h2><p>A stock is a good investment, if the company's long-term growth prospects are not fully reflected in its valuations. In that respect, MSFT is not the best investment candidate.</p><p>Microsoft's revenue and normalized earnings per share are forecasted to grow by five-CAGRs of +15.1% and +19.4%, respectively for the FY 2022-2026 period as per <i>S&P Capital IQ's</i> consensus estimates. Wall Street analysts also see MSFT's future ROEs falling in the low-30s to low 40s percentage range for the next five years.</p><p>MSFT's 30.5 times consensus forward next twelve months' normalized P/E appears to be largely consistent with the company's expected top line expansion, ROEs and earnings growth going forward. In other words, I don't see any indicators that MSFT is mispriced.</p><p>With regards to the metaverse, it is reasonably safe to assume that the sell-side has not incorporated much of the potential upside relating to the metaverse into the financial forecasts for MSFT or its peers. It is widely accepted by investors and companies that while the metaverse holds a lot of promise in the long term, there is no guarantee that the metaverse investment theme won't fizzle out just like other technology trends in the past.</p><p>As an illustration, Meta Platforms, arguably the company most bullish (considering its corporate name change) on the future of the metaverse, has also expressed its views that it is ready to pivot if things don't work as planned. FB mentioned at the 2022 <a href=\"https://laohu8.com/S/MSTLW\">Morgan Stanley</a> (MS) Technology, Media and Telecom Conference in March that it "can moderate them over time" assuming it is "less successful." Specifically, Meta Platforms is saying that if investments in any particular growth area (which could be referring to the metaverse and other investment opportunities) don't work out well, it is willingly to allocate capital elsewhere.</p><p>In conclusion, MSFT's outlook is good but largely priced in. At the same time, it will be too aggressive to expect significant revenue or earnings accretion from the metaverse theme.</p><h2>Is MSFT Stock A Buy, Sell, or Hold?</h2><p>MSFT is a Hold. In my earlier March 17, 2022 update, I rated Microsoft as a Hold "after I weighed the pros and cons of a potential investment in the stock and assessed its valuations using different approaches." My views have remained unchanged. Microsoft's investments in the metaverse represent call options, and there could be upside to the company's financial forecasts and valuations if the metaverse turns out to be a much bigger growth opportunity than what is expected. But as it stands now, Microsoft's valuations are fair and deserving of a Hold rating.</p></body></html>","source":"seekingalpha","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Is Microsoft A Good Metaverse Stock? Consider Both The Enterprise And Consumer Metaverse</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nIs Microsoft A Good Metaverse Stock? Consider Both The Enterprise And Consumer Metaverse\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-04-11 11:32 GMT+8 <a href=https://seekingalpha.com/article/4500469-is-microsoft-good-metaverse-stock><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Elevator PitchMy investment rating for Microsoft Corporation's (NASDAQ:MSFT) shares is a Hold. My prior March 17, 2022 article for MSFT focused on evaluating the bull and bear case theses for the ...</p>\n\n<a href=\"https://seekingalpha.com/article/4500469-is-microsoft-good-metaverse-stock\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4097":"系统软件","BK4581":"高盛持仓","BK4504":"桥水持仓","MSFT":"微软","BK4548":"巴美列捷福持仓","BK4528":"SaaS概念","BK4516":"特朗普概念","BK4554":"元宇宙及AR概念","BK4532":"文艺复兴科技持仓","BK4567":"ESG概念","BK4534":"瑞士信贷持仓","BK4576":"AR","BK4533":"AQR资本管理(全球第二大对冲基金)","BK4566":"资本集团","BK4525":"远程办公概念","BK4535":"淡马锡持仓","BK4577":"网络游戏","BK4527":"明星科技股","BK4538":"云计算","BK4579":"人工智能","BK4550":"红杉资本持仓","BK4503":"景林资产持仓"},"source_url":"https://seekingalpha.com/article/4500469-is-microsoft-good-metaverse-stock","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"2226752060","content_text":"Elevator PitchMy investment rating for Microsoft Corporation's (NASDAQ:MSFT) shares is a Hold. My prior March 17, 2022 article for MSFT focused on evaluating the bull and bear case theses for the stock. In this article, I turn my attention to analyzing whether Microsoft is a good proxy for the metaverse investment theme.MSFT has been investing in both the enterprise and consumer metaverse, which makes it an unique play on the investment theme. Microsoft is doing the right thing by planting the seeds for future growth by making metaverse-related investments. However, it is still uncertain if the metaverse will live up to its potential in the future, and MSFT's valuations are not particularly enticing. As such, I retain my Hold rating for the company's shares.Is MSFT A Metaverse Stock?MSFT is a metaverse stock. Microsoft might not necessarily be the first name that comes to investors' minds when the metaverse is mentioned like, say, Meta Platforms (FB) or Roblox (RBLX). But there are many signs that suggest MSFT's businesses are closely linked to the metaverse.A new Pacer Swan SOS Fund of Funds ETF|ETF that was recently launched, ProShares Metaverse ETF (VERS), which was established to allow investors to \"benefit from the metaverse's rapid rise\" according to a March 17, 2022 Seeking Alpha News article, includes MSFT as one of its top five positions.Separately, Microsoft mentioned the word \"metaverse\" three times in the company's prepared remarks for its Q2 FY 2022 (YE June 30) earnings call, and there was a question asked at the recent quarterly results briefing that focused entirely on MSFT's growth opportunities associated with the metaverse.A discussion about MSFT's metaverse-related products and services today will inevitably revolve around HoloLens and Mesh For Microsoft Teams.Microsoft has HoloLens when it comes to metaverse-related hardware or devices. The first generation of MSFT's augmented reality or AR headset, HoloLens 1 was introduced to the market in 2015. Microsoft subsequently introduced the second generation of HoloLens (or HoloLens 2) in 2019. It is important to note that HoloLens 2 sells for a few thousand dollars apiece, and the product is clearly targeting enterprises which differentiates it from cheaper (typically a few hundred dollars) AR headsets sold to consumers. The HoloLens 2 headset already has applications in multiple industries, where companies can save on costs and time using this device, as per the chart below.HoloLens Is Already Used By Companies In Different IndustriesAlso, Microsoft announced earlier at its yearly Ignite technology event in November 2021 that it is introducing \"Mesh for Microsoft Teams.\" At the event, MSFT highlighted that Mesh will allow people to participate virtually in meetings \"using personalized avatars and immersive spaces that can be accessed from any device, with no special equipment needed.\" In a nutshell, the integration of Mesh with Teams is really all about making mixed-reality meetings possible. First launched in 2017, business collaboration and group chat platform Microsoft Teams has been a big success for the company; it disclosed at its recent Q2 FY 2022 results briefing that \"90% of Fortune 500 companies used Teams Phone\" in the recent quarter. Demand for \"Mesh For Microsoft Teams\" will definitely grow with the rise of hybrid work, and it is noteworthy that Mesh is also compatible with HoloLens 2 as highlighted below.Key Features Of MeshI discuss about MSFT's most significant and recent investment in the metaverse in the subsequent section.Is Microsoft Investing In The Metaverse?Microsoft is investing in the metaverse, and the company's most recent move in that respect was its planned purchase of gaming company, Activision Blizzard announced in a press release dated January 18, 2022. MSFT stressed at its most recent quarterly investor call that this deal will help the company \"shape what comes next for gaming as platforms like the metaverse develop.\" The transaction is expected to be concluded by the end of FY 2023 (June 30, 2023), assuming that conditions precedent are fulfilled and the relevant regulatory approvals are secured.As I noted in the preceding section of this article, MSFT has put in significant efforts to make headway in the enterprise metaverse with HoloLens 2 and Mesh For Meetings. The proposed Activision deal puts Microsoft in a good position to gain a strong foothold in the consumer metaverse as well.A January 10, 2022 Wired article noted that \"the things that make the promise of a metaverse intriguing\" can already be found in \"online games\" like World of Warcraft, and highlighted that the metaverse represents \"a new way (for gaming companies) to brand their sprawl of digital products and services.\" Activision's flagship game, World Of Warcraft, is often seen to be an \"earlier version\" and \"preview\" of the future metaverse, and there are substantial synergies between Activision's games and Microsoft's ambitions to expand in the consumer metaverse.In the next section, I touch on key metrics with respect to Microsoft's proposed acquisition in Activision which represents a key investment for the company in the consumer metaverse.MSFT Stock Key MetricsMicrosoft outlined its expectations for the number of gamers worldwide to expand from around 3 billion now to 4.5 billion in the next nine years, as discussed at the company's M&A investor call on January 18, 2022. MSFT emphasized at its M&A briefing in mid-January that its \"vision of the metaverse is based on intersecting global communities rooted in strong franchises.\" In other words, Microsoft needs scale in gaming to build a consumer metaverse.Activision boasted as many as 371 million monthly active users (versus a relatively more modest 25 million Microsoft Xbox Game Pass subscribers) as of the end of 2021, and it is estimated that Microsoft will become the \"third largest\" company in the gaming space behind only Sony (SONY) (OTCPK:SNEJF) and Tencent (OTCPK:TCEHY) (OTCPK:TCTZF) assuming that the deal is successfully completed.In summary, the success of Microsoft's proposed investment in Activision could determine if MSFT is able become a force in the consumer metaverse in the future.What Is Microsoft's Long-Term Outlook?A stock is a good investment, if the company's long-term growth prospects are not fully reflected in its valuations. In that respect, MSFT is not the best investment candidate.Microsoft's revenue and normalized earnings per share are forecasted to grow by five-CAGRs of +15.1% and +19.4%, respectively for the FY 2022-2026 period as per S&P Capital IQ's consensus estimates. Wall Street analysts also see MSFT's future ROEs falling in the low-30s to low 40s percentage range for the next five years.MSFT's 30.5 times consensus forward next twelve months' normalized P/E appears to be largely consistent with the company's expected top line expansion, ROEs and earnings growth going forward. In other words, I don't see any indicators that MSFT is mispriced.With regards to the metaverse, it is reasonably safe to assume that the sell-side has not incorporated much of the potential upside relating to the metaverse into the financial forecasts for MSFT or its peers. It is widely accepted by investors and companies that while the metaverse holds a lot of promise in the long term, there is no guarantee that the metaverse investment theme won't fizzle out just like other technology trends in the past.As an illustration, Meta Platforms, arguably the company most bullish (considering its corporate name change) on the future of the metaverse, has also expressed its views that it is ready to pivot if things don't work as planned. FB mentioned at the 2022 Morgan Stanley (MS) Technology, Media and Telecom Conference in March that it \"can moderate them over time\" assuming it is \"less successful.\" Specifically, Meta Platforms is saying that if investments in any particular growth area (which could be referring to the metaverse and other investment opportunities) don't work out well, it is willingly to allocate capital elsewhere.In conclusion, MSFT's outlook is good but largely priced in. At the same time, it will be too aggressive to expect significant revenue or earnings accretion from the metaverse theme.Is MSFT Stock A Buy, Sell, or Hold?MSFT is a Hold. In my earlier March 17, 2022 update, I rated Microsoft as a Hold \"after I weighed the pros and cons of a potential investment in the stock and assessed its valuations using different approaches.\" My views have remained unchanged. Microsoft's investments in the metaverse represent call options, and there could be upside to the company's financial forecasts and valuations if the metaverse turns out to be a much bigger growth opportunity than what is expected. But as it stands now, Microsoft's valuations are fair and deserving of a Hold rating.","news_type":1},"isVote":1,"tweetType":1,"viewCount":554,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9012664588,"gmtCreate":1649327605424,"gmtModify":1676534492030,"author":{"id":"4103524980863780","authorId":"4103524980863780","name":"SHU.tan","avatar":"https://community-static.tradeup.com/news/a0a364343af95e235acc60c6e0cf7d7c","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4103524980863780","authorIdStr":"4103524980863780"},"themes":[],"htmlText":"Looks like a risk","listText":"Looks like a risk","text":"Looks like a risk","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9012664588","repostId":"1166056355","repostType":4,"isVote":1,"tweetType":1,"viewCount":563,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9012667014,"gmtCreate":1649327705684,"gmtModify":1676534492053,"author":{"id":"4103524980863780","authorId":"4103524980863780","name":"SHU.tan","avatar":"https://community-static.tradeup.com/news/a0a364343af95e235acc60c6e0cf7d7c","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4103524980863780","authorIdStr":"4103524980863780"},"themes":[],"htmlText":"Hope for nvidia","listText":"Hope for nvidia","text":"Hope for nvidia","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9012667014","repostId":"1106290580","repostType":4,"repost":{"id":"1106290580","kind":"news","pubTimestamp":1649295924,"share":"https://ttm.financial/m/news/1106290580?lang=&edition=fundamental","pubTime":"2022-04-07 09:45","market":"us","language":"en","title":"Nvidia: Trillion-Dollar Hopes Attainable, but Not So Soon","url":"https://stock-news.laohu8.com/highlight/detail?id=1106290580","media":"TipRanks","summary":"Shares of graphics hardware behemoth Nvidia (NVDA) really excited investors during its 2022 Investor","content":"<div>\n<p>Shares of graphics hardware behemoth Nvidia (NVDA) really excited investors during its 2022 Investor Day presentation, shedding light on a plan to become the first $1 trillion semi company. If there’s...</p>\n\n<a href=\"https://www.tipranks.com/news/article/nvidia-trillion-dollar-hopes-attainable-but-not-soon/\">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>Nvidia: Trillion-Dollar Hopes Attainable, but Not So Soon</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nNvidia: Trillion-Dollar Hopes Attainable, but Not So Soon\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-04-07 09:45 GMT+8 <a href=https://www.tipranks.com/news/article/nvidia-trillion-dollar-hopes-attainable-but-not-soon/><strong>TipRanks</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Shares of graphics hardware behemoth Nvidia (NVDA) really excited investors during its 2022 Investor Day presentation, shedding light on a plan to become the first $1 trillion semi company. If there’s...</p>\n\n<a href=\"https://www.tipranks.com/news/article/nvidia-trillion-dollar-hopes-attainable-but-not-soon/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NVDA":"英伟达"},"source_url":"https://www.tipranks.com/news/article/nvidia-trillion-dollar-hopes-attainable-but-not-soon/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1106290580","content_text":"Shares of graphics hardware behemoth Nvidia (NVDA) really excited investors during its 2022 Investor Day presentation, shedding light on a plan to become the first $1 trillion semi company. If there’s a company that can pull it off, it’s Nvidia, with its brilliant leader Jensen Huang.Undoubtedly, the total addressable market (TAM) for Nvidia is enormous. The innovative graphics-processing unit (GPU) maker has a front-row seat to video gaming, automotive tech, AI, and data center. Undoubtedly, a nice slice of each of the following markets could propel the company’s market cap above the $1 trillion mark.Still, it’s Nvidia’s Omniverse initiative that could be the key to unlocking next-level growth over the next decade once we move closer to the concept of the metaverse.However, although Nvidia is on the cutting edge of next-generation technology, I am neutral on the stock. It’s not that I wasn’t excited about Nvidia’s investor day or the $1 trillion opportunities at hand. It’s the valuation of the stock going into a higher-rate environment.The growth sell-off has been unforgiving thus far, and it may not be over. With a 22.7 times sales multiple, NVDA stock faces tremendous downside risk if the broader growth sell-off continues.For that reason, I’m in no rush to chase Nvidia stock to trillion-dollar market cap territory. It will come in due time, but it will surely be a rocky road to the level, with the growth trade starting to show its wobbly legs.Nvidia’s Omniverse is the Answer to Meta’s MetaverseAdd the exciting Nvidia Omniverse effort into the equation, and the trillion-dollar aspirations are not at all far-fetched. Thanks to a timely name change,Meta Platforms (FB) has propelled the concept of the metaverse to the forefront. In recent months, though, the growth trade has faded, and the metaverse ambitions of Mark Zuckerberg have started to seem more far-fetched.With interest rates on the rise, profitability matters more than exciting stories. Still, there’s no denying the long-term potential in the metaverse. Arguably, Nvidia is one of the better-equipped companies to construct the metaverse, not Meta. Unlike Meta, Nvidia has been in the gaming business for a very long time, with its top-of-the-line hardware that helps gamers run their favorite titles.Not only does Nvidia’s background give its Omniverse offering a greater chance at success, but it also lacks the questionable reputation that Facebook has. Further, early teases of Nvidia’s Omniverse appear so much more exciting than the Meta presentation that revealed the firm’s new name and focus.Simply put, Nvidia is a graphics power king, and it’s this hardware edge that could allow it to transition consumers into virtual worlds, which will likely be gaming-centric.Nvidia Stock’s Valuation Remains ExcessiveNvidia’s Investor Day did not fail to impress this year. In many ways, its presentation is becoming more exciting than the likes of an Apple keynote (at least until the company has a chance to unveil the Apple Car or mixed-reality headset). The initial reaction was profoundly positive. Still, the stock has been shedding some of its recent gains.At the end of the day, valuation matters. As one of the priciest semi stocks out there, Nvidia stock could be one of the growth stocks to face amplified damage as the rate-driven valuation reset continues.Further, many industries Nvidia is pushing towards may not be tremendously profitable until many years down the road. Think nascent markets like AI and Omniverse. They’re undoubtedly exciting, but it’s unclear when next-generation AI and the metaverse will be ready for prime time.If sizeable profits from such awe-inspiring initiatives are closer to 2030 than 2022, the stock will undoubtedly take a hit, especially now that the Fed has shown signs of increased hawkishness.Wall Street’s TakeTurning to Wall Street, NVDA stock comes in as a Strong Buy. Out of 26 analyst ratings, there are 21 Buy recommendations and five Hold recommendations.The average Nvidia price target is $351.74, implying an upside of ~44%. Analyst price targets range from a low of $245 per share to a high of $410 per share.The Bottom LineNvidia is such a great company with a visionary founder-led leader. Nvidia’s TAM is huge and seems virtually unbounded, but the real risk to the stock at these valuations is what happens with the growth trade.The company itself will be firing on all cylinders, and I do not doubt that it will deliver. That alone may make the stock worth a hefty premium, but is ~23 times sales too hefty a premium? I’m not so sure.In any case, I’d take a raincheck on the name because the “growth at any price” trade seems all but done now that the Fed is so focused on inflation.","news_type":1},"isVote":1,"tweetType":1,"viewCount":636,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9011907311,"gmtCreate":1648797959842,"gmtModify":1676534400214,"author":{"id":"4103524980863780","authorId":"4103524980863780","name":"SHU.tan","avatar":"https://community-static.tradeup.com/news/a0a364343af95e235acc60c6e0cf7d7c","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4103524980863780","authorIdStr":"4103524980863780"},"themes":[],"htmlText":"Interested in paypal","listText":"Interested in paypal","text":"Interested in paypal","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9011907311","repostId":"1106914716","repostType":4,"repost":{"id":"1106914716","kind":"news","pubTimestamp":1648793739,"share":"https://ttm.financial/m/news/1106914716?lang=&edition=fundamental","pubTime":"2022-04-01 14:15","market":"us","language":"en","title":"7 Undervalued Stocks to Buy Before Wall Street Catches On","url":"https://stock-news.laohu8.com/highlight/detail?id=1106914716","media":"InvestorPlace","summary":"It’s been a brutal start to 2022 for investors who have been conditioned to believe that markets onl","content":"<html><head></head><body><p>It’s been a brutal start to 2022 for investors who have been conditioned to believe that markets only move higher. That said, as fear begins to take hold, there are undervalued stocks out there that present excellent buying opportunities.</p><p>I’m looking at stocks that are getting bullish sentiment from analysts and being backed up by revenue and earnings growth.</p><p>In 2020, the pandemic sell-off created an opportunity in some quality stocks that suffered a significant drop as investors fled to safety. Today, investors aren’t leaving the market, but they are actively seeking value and that means looking for stocks with a high upside based on solid fundamentals.</p><p>It’s too early to tell whether the current correction in the markets is the beginning of something bigger or just a normal part of the investing cycle. But it’s not too early to start looking at some of these undervalued stocks to add to your portfolio.</p><ul><li><a href=\"https://laohu8.com/S/DIS\">Disney </a></li><li><a href=\"https://laohu8.com/S/MTCH\">Match </a></li><li><a href=\"https://laohu8.com/S/ENPH\">Enphase Energy </a></li><li><a href=\"https://laohu8.com/S/GNRC\">Generac Holdings </a></li><li><a href=\"https://laohu8.com/S/TMUS\">T-Mobile </a></li><li><a href=\"https://laohu8.com/S/LUV\">Southwest Airlines </a></li><li><a href=\"https://laohu8.com/S/PYPL\">PayPal </a></li></ul><p>Undervalued Stocks to Buy: <a href=\"https://laohu8.com/S/DIS\">Disney </a></p><p><img src=\"https://static.tigerbbs.com/60de3344c6d9e028de8780137533f124\" tg-width=\"300\" tg-height=\"169\" referrerpolicy=\"no-referrer\"/>Source: nikkimeel / Shutterstock.com</p><p>One consideration I have when looking at undervalued stocks is if I would feel comfortable holding it even when the short-term stock price performance looks bearish. And if you owned shares in Disney prior to the pandemic, you can relate to that sentiment. The DIS stock price has been like a ride on Space Mountain and as of this writing, it’s down about 10% in 2022, and you’re not even getting a dividend.</p><p>So why am I bullish? Simply put, my belief is that Disney is a “whole is greater than the sum of its parts” stock. The problem for bulls like myself is that it’s taken a lot longer to get the company firing on all cylinders. The question going forward is whether that’s a question of if or when. I’m betting on the idea that it’s only a matter of time.</p><p>Analysts give Disney stock a consensus 12-month price target of $191.25, a 37% increase from its current price and higher than the 28% average gain in the stock over the last 10 years.</p><p><a href=\"https://laohu8.com/S/MTCH\">Match </a></p><p><img src=\"https://static.tigerbbs.com/bcbad0c744a286121d6c5a76ab562312\" tg-width=\"300\" tg-height=\"169\" referrerpolicy=\"no-referrer\"/>Source: Lori Butcher / Shutterstock.com</p><p>At three different occasions in 2021, bullish investors got their heart broken as Match reached all-time highs only to be rebuffed. This latest dip, which started in October has been the most severe.</p><p>However, in the last two weeks of March, MTCH stock is bouncing off its 52-week low. Investors are left to wonder if the rally will continue.</p><p>Analysts give MTCH stock a consensus price target that puts the stock 37% higher than its current price. However, the question investors should ask is why? It’s not enough to simply suggest that people will be ready to start dating.</p><p>My perception is that singles who wanted to mingle have been doing so for some time. I believe the bullish case for Match comes down to marketing. Because Matchencompasses many different “brands” including Tinder, Hinge, and OKCupid in addition to its namesake Match.com, the company has the potential to get a significant percentage of the monthly active users on dating apps. A number that <b>Goldman Sachs</b>(NYSE:<b><u>GS</u></b>) believes will increase between now and 2025.</p><ul><li><a href=\"https://laohu8.com/S/ENPH\">Enphase Energy </a></li></ul><p><img src=\"https://static.tigerbbs.com/3486c91042567c21e4eb6b2e9a13f2e9\" tg-width=\"300\" tg-height=\"169\" referrerpolicy=\"no-referrer\"/>Source: IgorGolovniov / Shutterstock.com</p><p>In the spring of 2021, I was bullish on solar stocks in general. And the solar stock that stood out to me in the sector was Enphase Energy. However, after hitting an all-time high in mid-November, ENPH stock dropped 57% and was trading near its 52-week low. But since then, the stock has made back all those gains and then some. But with analysts giving the stock an 11% upside, I still believe it merits inclusion on this list of undervalued stocks.</p><p>The reason for my bullish outlook on Enphase is the company’s microinverter technology. This addresses a key limitation of solar power by converting direct current power from solar panels to alternating current power. In addition to allowing efficient use of solar energy in the evening and on cloudy days, it also reduces the possibility of a single point failure. The company also has international expansion plans.</p><ul><li><a href=\"https://laohu8.com/S/GNRC\">Generac Holdings </a></li></ul><p><img src=\"https://static.tigerbbs.com/22eef6e0f4ef63499b433ccb2af70206\" tg-width=\"300\" tg-height=\"169\" referrerpolicy=\"no-referrer\"/>Source: Lissandra Melo / Shutterstock.com</p><p>Prior to its February earnings report, GNRC stock had dropped nearly 50% from its 52-week high.</p><p>After Generac beat on both the top and bottom lines the stock has stabilized and even posted a modest gain.</p><p>At $312.33 per share at the time of this writing, GNRC stock is down significantly from its price of over $500 a share prior to the sell-off. However, with a consensus price target of $466.69, analysts believe Generac will recover all of its recent losses. And that’s another reason why it makes this list of undervalued stocks.</p><p>A key reason for that is revenue that continues to increase on a sequential and a year-over-year basis. Adding strength to that number, the company stated in its last earnings report that demand for its home standby generators continues to exceed supply. And the company has a backlog of projects of over $1 billion.</p><ul><li><a href=\"https://laohu8.com/S/TMUS\">T-Mobile </a></li></ul><p><img src=\"https://static.tigerbbs.com/33e890f86a4d8d1411ac91a451ff0418\" tg-width=\"300\" tg-height=\"169\" referrerpolicy=\"no-referrer\"/>Source: Shutterstock</p><p>The 5G rollout has been one of the growth stories in 2021 that will continue to be a story in 2022. But you’ll forgive TMUS shareholders if they feel left out of the party. Over the last 12 months, T-Mobile stock dropped approximately 20%. However, at the moment it’s posting a slight gain.</p><p>That flies in the face of the company’s revenue which posted full-year revenue that was 17% higher year-over-year. But investors may be concerned that growth appears to be slowing. In the prior quarter, T-Mobile missed on its top-line number and showed a slow-down from the prior quarter. However, it did manage to turn that around in the last quarter, posting revenue of $20.79 billion that made it a clean sweep with every quarter in 2021 beating the prior year’s quarter.</p><p>And management is projecting a compound annual growth rate (CAGR) of 45% from 2021 to 2024. If that’s the case, and the company continues to generate strong free cash flow, it would suggest that there will be significant potential shareholder value.</p><p>That’s a view that is supported by the analyst community which gives TMUS stock a consensus 12-month price target of $160.14 which is 26% higher than its current price.</p><ul><li><a href=\"https://laohu8.com/S/LUV\">Southwest Airlines </a></li></ul><p><img src=\"https://static.tigerbbs.com/98af840065c1ccb850618ef38a9d32bf\" tg-width=\"300\" tg-height=\"169\" referrerpolicy=\"no-referrer\"/>Source: madamF / Shutterstock.com</p><p>There’s no question that investing in airline stocks has not been for the faint of heart. The pandemic continues to challenge air travel in some ways that were expected and others that were unforeseen.</p><p>However, if the rapid spread of the omicron variant of Covid-19 truly signals the beginning of the end then it may be time to look at Southwest Airlines.</p><p>The company’s revenue has been recovering although it’s not yet to pre-pandemic levels. But the vast majority of the airlines revenue comes from domestic flights. And, with a focus on leisure travel it removes short-term concern over when business travel will resume.</p><p>Plus, even prior to the pandemic, Southwest had one of the strongest balance sheets among the major carriers. With $17 billion of liquidity, it’s reasonable to expect that the company may get back to profitability in 2022.</p><p>All of that gives support to the analysts who give the stock a 21% upside from its current price.</p><ul><li><a href=\"https://laohu8.com/S/PYPL\">PayPal </a></li></ul><p><img src=\"https://static.tigerbbs.com/5ea6870df0834f18dbf86a1cf8e754be\" tg-width=\"300\" tg-height=\"169\" referrerpolicy=\"no-referrer\"/>Source: JHVEPhoto / Shutterstock.com</p><p>The last of my undervalued stocks is PayPal. Shareholders in the fintech giant have, perhaps uncomfortably, watched PYPL stock drop over 60% from the all-time high it reached in July 2021. However, I struggle to understand why. The move to a cashless society is well underway and PayPal has been on the front lines of that battle since its origin.</p><p>And then there’s this. Jamie Dimon, the CEO of <b>JPMorgan Chase</b>(NYSE:<b><u>JPM</u></b>) says that fintech represents a significant threat to traditional banks. Hearing a statement like that is reason alone to consider the stock of a company that is the unquestioned leader in peer-to-peer payments.</p><p>I suppose some investors may be turned off by a slowing growth rate. But as I see it, that’s more than offset by growing earnings and free cash flow. And PayPal is well positioned to take advantage of the e-commerce trend which will only continue to grow in 2022.</p><p>Analysts give PYPL stock a consensus 12- month price target of $202.24. If that’s an accurate forecast, the stock has an upside of over 70%.</p></body></html>","source":"lsy1606302653667","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>7 Undervalued Stocks to Buy Before Wall Street Catches On</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\">\n7 Undervalued Stocks to Buy Before Wall Street Catches On\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-04-01 14:15 GMT+8 <a href=https://investorplace.com/2022/03/7-undervalued-stocks-to-buy-before-wall-streeet-catches-on/><strong>InvestorPlace</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>It’s been a brutal start to 2022 for investors who have been conditioned to believe that markets only move higher. That said, as fear begins to take hold, there are undervalued stocks out there that ...</p>\n\n<a href=\"https://investorplace.com/2022/03/7-undervalued-stocks-to-buy-before-wall-streeet-catches-on/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"MTCH":"Match Group, Inc.","LUV":"西南航空","PYPL":"PayPal","TMUS":"T-Mobile US Inc","ENPH":"Enphase Energy","GNRC":"Generac控股","DIS":"迪士尼"},"source_url":"https://investorplace.com/2022/03/7-undervalued-stocks-to-buy-before-wall-streeet-catches-on/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1106914716","content_text":"It’s been a brutal start to 2022 for investors who have been conditioned to believe that markets only move higher. That said, as fear begins to take hold, there are undervalued stocks out there that present excellent buying opportunities.I’m looking at stocks that are getting bullish sentiment from analysts and being backed up by revenue and earnings growth.In 2020, the pandemic sell-off created an opportunity in some quality stocks that suffered a significant drop as investors fled to safety. Today, investors aren’t leaving the market, but they are actively seeking value and that means looking for stocks with a high upside based on solid fundamentals.It’s too early to tell whether the current correction in the markets is the beginning of something bigger or just a normal part of the investing cycle. But it’s not too early to start looking at some of these undervalued stocks to add to your portfolio.Disney Match Enphase Energy Generac Holdings T-Mobile Southwest Airlines PayPal Undervalued Stocks to Buy: Disney Source: nikkimeel / Shutterstock.comOne consideration I have when looking at undervalued stocks is if I would feel comfortable holding it even when the short-term stock price performance looks bearish. And if you owned shares in Disney prior to the pandemic, you can relate to that sentiment. The DIS stock price has been like a ride on Space Mountain and as of this writing, it’s down about 10% in 2022, and you’re not even getting a dividend.So why am I bullish? Simply put, my belief is that Disney is a “whole is greater than the sum of its parts” stock. The problem for bulls like myself is that it’s taken a lot longer to get the company firing on all cylinders. The question going forward is whether that’s a question of if or when. I’m betting on the idea that it’s only a matter of time.Analysts give Disney stock a consensus 12-month price target of $191.25, a 37% increase from its current price and higher than the 28% average gain in the stock over the last 10 years.Match Source: Lori Butcher / Shutterstock.comAt three different occasions in 2021, bullish investors got their heart broken as Match reached all-time highs only to be rebuffed. This latest dip, which started in October has been the most severe.However, in the last two weeks of March, MTCH stock is bouncing off its 52-week low. Investors are left to wonder if the rally will continue.Analysts give MTCH stock a consensus price target that puts the stock 37% higher than its current price. However, the question investors should ask is why? It’s not enough to simply suggest that people will be ready to start dating.My perception is that singles who wanted to mingle have been doing so for some time. I believe the bullish case for Match comes down to marketing. Because Matchencompasses many different “brands” including Tinder, Hinge, and OKCupid in addition to its namesake Match.com, the company has the potential to get a significant percentage of the monthly active users on dating apps. A number that Goldman Sachs(NYSE:GS) believes will increase between now and 2025.Enphase Energy Source: IgorGolovniov / Shutterstock.comIn the spring of 2021, I was bullish on solar stocks in general. And the solar stock that stood out to me in the sector was Enphase Energy. However, after hitting an all-time high in mid-November, ENPH stock dropped 57% and was trading near its 52-week low. But since then, the stock has made back all those gains and then some. But with analysts giving the stock an 11% upside, I still believe it merits inclusion on this list of undervalued stocks.The reason for my bullish outlook on Enphase is the company’s microinverter technology. This addresses a key limitation of solar power by converting direct current power from solar panels to alternating current power. In addition to allowing efficient use of solar energy in the evening and on cloudy days, it also reduces the possibility of a single point failure. The company also has international expansion plans.Generac Holdings Source: Lissandra Melo / Shutterstock.comPrior to its February earnings report, GNRC stock had dropped nearly 50% from its 52-week high.After Generac beat on both the top and bottom lines the stock has stabilized and even posted a modest gain.At $312.33 per share at the time of this writing, GNRC stock is down significantly from its price of over $500 a share prior to the sell-off. However, with a consensus price target of $466.69, analysts believe Generac will recover all of its recent losses. And that’s another reason why it makes this list of undervalued stocks.A key reason for that is revenue that continues to increase on a sequential and a year-over-year basis. Adding strength to that number, the company stated in its last earnings report that demand for its home standby generators continues to exceed supply. And the company has a backlog of projects of over $1 billion.T-Mobile Source: ShutterstockThe 5G rollout has been one of the growth stories in 2021 that will continue to be a story in 2022. But you’ll forgive TMUS shareholders if they feel left out of the party. Over the last 12 months, T-Mobile stock dropped approximately 20%. However, at the moment it’s posting a slight gain.That flies in the face of the company’s revenue which posted full-year revenue that was 17% higher year-over-year. But investors may be concerned that growth appears to be slowing. In the prior quarter, T-Mobile missed on its top-line number and showed a slow-down from the prior quarter. However, it did manage to turn that around in the last quarter, posting revenue of $20.79 billion that made it a clean sweep with every quarter in 2021 beating the prior year’s quarter.And management is projecting a compound annual growth rate (CAGR) of 45% from 2021 to 2024. If that’s the case, and the company continues to generate strong free cash flow, it would suggest that there will be significant potential shareholder value.That’s a view that is supported by the analyst community which gives TMUS stock a consensus 12-month price target of $160.14 which is 26% higher than its current price.Southwest Airlines Source: madamF / Shutterstock.comThere’s no question that investing in airline stocks has not been for the faint of heart. The pandemic continues to challenge air travel in some ways that were expected and others that were unforeseen.However, if the rapid spread of the omicron variant of Covid-19 truly signals the beginning of the end then it may be time to look at Southwest Airlines.The company’s revenue has been recovering although it’s not yet to pre-pandemic levels. But the vast majority of the airlines revenue comes from domestic flights. And, with a focus on leisure travel it removes short-term concern over when business travel will resume.Plus, even prior to the pandemic, Southwest had one of the strongest balance sheets among the major carriers. With $17 billion of liquidity, it’s reasonable to expect that the company may get back to profitability in 2022.All of that gives support to the analysts who give the stock a 21% upside from its current price.PayPal Source: JHVEPhoto / Shutterstock.comThe last of my undervalued stocks is PayPal. Shareholders in the fintech giant have, perhaps uncomfortably, watched PYPL stock drop over 60% from the all-time high it reached in July 2021. However, I struggle to understand why. The move to a cashless society is well underway and PayPal has been on the front lines of that battle since its origin.And then there’s this. Jamie Dimon, the CEO of JPMorgan Chase(NYSE:JPM) says that fintech represents a significant threat to traditional banks. Hearing a statement like that is reason alone to consider the stock of a company that is the unquestioned leader in peer-to-peer payments.I suppose some investors may be turned off by a slowing growth rate. But as I see it, that’s more than offset by growing earnings and free cash flow. And PayPal is well positioned to take advantage of the e-commerce trend which will only continue to grow in 2022.Analysts give PYPL stock a consensus 12- month price target of $202.24. If that’s an accurate forecast, the stock has an upside of over 70%.","news_type":1},"isVote":1,"tweetType":1,"viewCount":366,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9021341597,"gmtCreate":1653008239519,"gmtModify":1676535206562,"author":{"id":"4103524980863780","authorId":"4103524980863780","name":"SHU.tan","avatar":"https://community-static.tradeup.com/news/a0a364343af95e235acc60c6e0cf7d7c","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4103524980863780","authorIdStr":"4103524980863780"},"themes":[],"htmlText":"Time to buy in ?","listText":"Time to buy in ?","text":"Time to buy in ?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9021341597","repostId":"1111098061","repostType":4,"isVote":1,"tweetType":1,"viewCount":267,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}