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2022-08-21

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Will Snowflake Be Worth More Than Alphabet by 2030?

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The cloud-based data warehousing company went public at $120 per share, then more than doubled on its first trade to $245. It attracted so much attention for two reasons: It was growing like a weed, and it was backed by Warren Buffett&#39;s <b>Berkshire Hathaway </b>and <b>Salesforce</b>.</p><p>Snowflake&#39;s stock eventually soared to an all-time high of $401.85 last November. But today, it trades at around $170 per share. The high-flying stock dropped back to the earth as investors fretted over its slowing growth, lack of profits, and high valuations -- which made it a soft target for the bears while rising interest rates drove investors toward more conservative investments.</p><p class=\"t-img-caption\"><img src=\"https://g.foolcdn.com/image/?url=https%3A%2F%2Fg.foolcdn.com%2Feditorial%2Fimages%2F696585%2Fdigital-snowflake-circuit.jpg&amp;w=700&amp;op=resize\" tg-width=\"700\" tg-height=\"447\" width=\"100%\" height=\"auto\"/><span>Image source: Getty Images.</span></p><p>Nevertheless, Snowflake is still growing a lot faster than many of its cloud-based peers -- and it expects that growth to continue through the end of the decade.</p><p>Snowflake is currently worth about $54 billion, so it&#39;s still dwarfed by cloud giants like <b>Alphabet</b>, which has a market cap of nearly $1.6 trillion. But could Snowflake continue growing and become even more valuable than Alphabet by the end of the decade? Let&#39;s review Snowflake&#39;s business model, growth rates, and valuations to decide.</p><h2>Why is Snowflake growing so quickly?</h2><p>Snowflake&#39;s revenue rose 174% in fiscal 2020, 124% in fiscal 2021, and 106% to $1.22 billion in fiscal 2022, which ended this January. The secular expansion of the data warehousing market is driving that rapid growth.</p><p>In the past, large companies often stored their data on various types of software across different computing platforms. That fragmentation created &#34;data silos,&#34; which reduced their overall efficiency.</p><p>Snowflake breaks down those silos and pulls that data into a centralized cloud-based warehouse, where it can be easily accessed by third-party apps and data visualization platforms like Salesforce&#39;s Tableau and <b>Microsoft</b>&#39;s Power BI. This approach helps companies make better data-driven decisions.</p><h2>What are Snowflake&#39;s long-term plans?</h2><p>Snowflake generated 94% of its revenue from its product segment last year. It expects its product revenue to grow from $1.14 billion in fiscal 2022 to about $10 billion in fiscal 2029, which implies its top line can grow at a compound annual growth rate (CAGR) of 36% over the next seven years.</p><p>By fiscal 2029, Snowflake expects approximately 1,400 of its customers to generate over $1 million in trailing 12-month product revenues by fiscal 2029, compared to only 184 million-dollar customers in fiscal 2022. It also expects its annual revenues from that high-value cohort to rise from $3.5 million in fiscal 2022 to $5.5 million in fiscal 2029.</p><p>Snowflake already served 241 of the Fortune 500 companies and 488 of the Global 2000 companies at the end of fiscal 2022, but it expects to gain even more large customers as they upgrade their aging IT infrastructure.</p><p>Snowflake is still deeply unprofitable. But between fiscal 2022 and 2029, it expects its adjusted gross product margin to expand from 69% to 78% and for its adjusted operating margin to rise from negative 3% to positive 20%. That forecast implies it can maintain its pricing power as it expands.</p><h2>But Snowflake won&#39;t be worth more than Alphabet</h2><p>Snowflake still trades at 27 times this year&#39;s sales, and it&#39;s doubtful it can maintain that frothy price-to-sales ratio if its annual revenue growth slows down to about 30% to 40%. If Snowflake generates $10 billion in revenue by fiscal 2029 -- and its stock is trading at a more reasonable 15 times forward sales -- it would be worth about $150 billion in calendar 2029.</p><p>But that would still be less than a tenth of Alphabet&#39;s current market cap. Furthermore, Alphabet&#39;s valuation could also climb much higher by the end of the decade as its core advertising and cloud businesses continue to expand. Simply put, Snowflake won&#39;t come close to matching Alphabet&#39;s market cap by 2030, even if it checks off all its long-term goals.</p><p>But investors shouldn&#39;t assume Snowflake can achieve those goals. Snowflake&#39;s success is already prompting <b>Amazon</b>, Microsoft, and Google to upgrade their own cloud-based data warehousing services -- which are bundled into their market-leading cloud infrastructure platforms. Snowflake also runs its platform on top of Amazon Web Services (AWS), Azure, and Google Cloud -- so it&#39;s still ironically paying service fees to its top competitors. If those cloud giants get serious about challenging Snowflake, they could hike their hosting fees while undercutting Snowflake&#39;s prices.</p><p>Snowflake&#39;s stock could double or triple by the end of the decade, even as its growth cools off and its valuations decline. However, it&#39;s still expensive after its 50% decline this year, and it could continue to underperform many other cloud stocks which are trading at more reasonable valuations.</p></body></html>","source":"fool_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Will Snowflake Be Worth More Than Alphabet by 2030?</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\">\nWill Snowflake Be Worth More Than Alphabet by 2030?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-08-21 09:58 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2022/08/20/will-snowflake-be-worth-more-than-alphabet-by-2030/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Snowflake has taken investors on a wild ride since its IPO in September 2020. The cloud-based data warehousing company went public at $120 per share, then more than doubled on its first trade to $245....</p>\n\n<a href=\"https://www.fool.com/investing/2022/08/20/will-snowflake-be-worth-more-than-alphabet-by-2030/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"SNOW":"Snowflake"},"source_url":"https://www.fool.com/investing/2022/08/20/will-snowflake-be-worth-more-than-alphabet-by-2030/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2260000093","content_text":"Snowflake has taken investors on a wild ride since its IPO in September 2020. The cloud-based data warehousing company went public at $120 per share, then more than doubled on its first trade to $245. It attracted so much attention for two reasons: It was growing like a weed, and it was backed by Warren Buffett's Berkshire Hathaway and Salesforce.Snowflake's stock eventually soared to an all-time high of $401.85 last November. But today, it trades at around $170 per share. The high-flying stock dropped back to the earth as investors fretted over its slowing growth, lack of profits, and high valuations -- which made it a soft target for the bears while rising interest rates drove investors toward more conservative investments.Image source: Getty Images.Nevertheless, Snowflake is still growing a lot faster than many of its cloud-based peers -- and it expects that growth to continue through the end of the decade.Snowflake is currently worth about $54 billion, so it's still dwarfed by cloud giants like Alphabet, which has a market cap of nearly $1.6 trillion. But could Snowflake continue growing and become even more valuable than Alphabet by the end of the decade? Let's review Snowflake's business model, growth rates, and valuations to decide.Why is Snowflake growing so quickly?Snowflake's revenue rose 174% in fiscal 2020, 124% in fiscal 2021, and 106% to $1.22 billion in fiscal 2022, which ended this January. The secular expansion of the data warehousing market is driving that rapid growth.In the past, large companies often stored their data on various types of software across different computing platforms. That fragmentation created \"data silos,\" which reduced their overall efficiency.Snowflake breaks down those silos and pulls that data into a centralized cloud-based warehouse, where it can be easily accessed by third-party apps and data visualization platforms like Salesforce's Tableau and Microsoft's Power BI. This approach helps companies make better data-driven decisions.What are Snowflake's long-term plans?Snowflake generated 94% of its revenue from its product segment last year. It expects its product revenue to grow from $1.14 billion in fiscal 2022 to about $10 billion in fiscal 2029, which implies its top line can grow at a compound annual growth rate (CAGR) of 36% over the next seven years.By fiscal 2029, Snowflake expects approximately 1,400 of its customers to generate over $1 million in trailing 12-month product revenues by fiscal 2029, compared to only 184 million-dollar customers in fiscal 2022. It also expects its annual revenues from that high-value cohort to rise from $3.5 million in fiscal 2022 to $5.5 million in fiscal 2029.Snowflake already served 241 of the Fortune 500 companies and 488 of the Global 2000 companies at the end of fiscal 2022, but it expects to gain even more large customers as they upgrade their aging IT infrastructure.Snowflake is still deeply unprofitable. But between fiscal 2022 and 2029, it expects its adjusted gross product margin to expand from 69% to 78% and for its adjusted operating margin to rise from negative 3% to positive 20%. That forecast implies it can maintain its pricing power as it expands.But Snowflake won't be worth more than AlphabetSnowflake still trades at 27 times this year's sales, and it's doubtful it can maintain that frothy price-to-sales ratio if its annual revenue growth slows down to about 30% to 40%. If Snowflake generates $10 billion in revenue by fiscal 2029 -- and its stock is trading at a more reasonable 15 times forward sales -- it would be worth about $150 billion in calendar 2029.But that would still be less than a tenth of Alphabet's current market cap. Furthermore, Alphabet's valuation could also climb much higher by the end of the decade as its core advertising and cloud businesses continue to expand. Simply put, Snowflake won't come close to matching Alphabet's market cap by 2030, even if it checks off all its long-term goals.But investors shouldn't assume Snowflake can achieve those goals. Snowflake's success is already prompting Amazon, Microsoft, and Google to upgrade their own cloud-based data warehousing services -- which are bundled into their market-leading cloud infrastructure platforms. Snowflake also runs its platform on top of Amazon Web Services (AWS), Azure, and Google Cloud -- so it's still ironically paying service fees to its top competitors. If those cloud giants get serious about challenging Snowflake, they could hike their hosting fees while undercutting Snowflake's prices.Snowflake's stock could double or triple by the end of the decade, even as its growth cools off and its valuations decline. However, it's still expensive after its 50% decline this year, and it could continue to underperform many other cloud stocks which are trading at more reasonable valuations.","news_type":1},"isVote":1,"tweetType":1,"viewCount":351,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9907436305,"gmtCreate":1660229679509,"gmtModify":1703500418005,"author":{"id":"3548890322785063","authorId":"3548890322785063","name":"Chororo","avatar":"https://static.tigerbbs.com/0cbcbb673621a63bd8bb2f8219eded23","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3548890322785063","authorIdStr":"3548890322785063"},"themes":[],"htmlText":"。","listText":"。","text":"。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9907436305","repostId":"1138137980","repostType":4,"repost":{"id":"1138137980","pubTimestamp":1660228622,"share":"https://ttm.financial/m/news/1138137980?lang=&edition=fundamental","pubTime":"2022-08-11 22:37","market":"us","language":"en","title":"Semiconductor Earnings Season Shows Strong Buys, Sells","url":"https://stock-news.laohu8.com/highlight/detail?id=1138137980","media":"Seeking Alpha","summary":"SummaryTSM and AMD strong earnings and guidance.INTC and NVDA had disastrous earnings.There are 3 ma","content":"<html><head></head><body><p><b>Summary</b></p><ul><li>TSM and AMD strong earnings and guidance.</li><li>INTC and NVDA had disastrous earnings.</li><li>There are 3 main factors (COVID, crypto, competition) driving the semiconductor industry.</li><li>Stock valuations are absurd for several firms.</li></ul><p><b>The semiconductor earnings season has been eventful. So far we have seen these key data points:</b></p><ul><li>Micron (MU) reported solid earnings but weak guidance, and then further reduced full-year guidance a month later</li><li>Taiwan Semiconductor Manufacturing Company (TSM) reported strong earnings, and guided for solid growth, while acknowledging that their customers were facing reduced demand in some product segments but still clamoring for more supply in others</li><li>Intel (INTC) reported a disastrous quarter (a very rare net loss!) and terrible guidance for the rest of the year</li><li>AMD (AMD) reported a solid quarter, with strong growth, and maintained strong guidance for the rest of the year, while acknowledging that the industry was facing reduced demand in client and gaming but strong demand in the datacenter</li><li>Nvidia (NVDA) pre-announced a horrendous quarter, with “gaming” revenue down 44% sequentially</li></ul><p>Why are some companies showing strength and others falling off a cliff? There are multiple factors at play.</p><p><b>The first is easing of supply chain constraints and reduction of COVID-induced demand.</b></p><p>During the first couple years of the COVID era there was a lot of demand for computers for employees and students to use while working and being educated at home. There was also increased demand for at home entertainment. This resulted in increased sales of PCs (especially low-end laptops like Chromebooks), and gaming equipment (especially gaming consoles and graphics cards). Many data points indicate that these demand spikes have been met and with more people returning to in-person activities, it is not surprising that demand for these pandemic-related items would take a step down.</p><p><i>The net result is a decrease in demand for certain semiconductor products.</i></p><p><b>The second is the bursting of the GPU-powered cryptocurrency mining bubble.</b></p><p>As illustrated in my recent article, GPU-based cryptocurrency mining (primarily Ethereum) has consumed an enormous amount of computing resources over the past two years. The increase in Ethereum hash rate represents the millions of GPUs (primarily from Nvidia) that were purchased to use for crypto mining, along with systems to put the GPUs in, and memory to go into the systems. With Ethereum ending GPU-based mining permanently in the next few months, that is an enormous source of demand that is going away and not coming back. People thinking Nvidia’s earnings collapse is a cyclical dip are fooling themselves.</p><p><img src=\"https://static.tigerbbs.com/b96cfac3a90268022c80c34292c38b95\" tg-width=\"640\" tg-height=\"234\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>BitInfoCharts</p><p>(image source)</p><p><i>The net result is a dramatic decrease in demand for NVDA and AMD GPUs.</i></p><p><b>The third is a shift in market share from Intel and Nvidia to TSM and AMD.</b></p><p>Without going too far into the weeds, TSM has the world’s most advanced semiconductor manufacturing technology, so its customers (like AMD) have a significant competitive edge in product performance. Nvidia has started to shift its products more towards TSM’s foundries to better compete with AMD’s rapidly advancing GPU offerings. And as AMD takes more and more market share from Intel, it has in turn increased demand for TSM capacity.</p><p>The net result of these shifts is strong demand for AMD and TSM offerings at the expense of Intel and Nvidia.</p><p><b>Key Takeaways:</b></p><p><b>TSM is a strong buy</b> as it continues to consolidate market share and has long term hard contractual commitments (including multibillion dollar prepayments) from its customers. TSM is shielded from much of the current market conditions we have observed. With TSM in a global monopoly position, growing earnings at something around 50% per year, the stock is stupidly cheap at approximately 13x 2022 earnings.</p><p><b>AMD is a strong buy</b> as it continues to gain market share in high margin products and can continue to grow earnings despite the demand dip in the industry. The stock is also stupidly cheap at a mid- or upper-teens multiple of likely 2022 earnings given something around 50% per year earnings growth.</p><p><b>MU is a buy</b> as the valuation is quite low relative to its prospects and the nature of the demand downturn.</p><p><b>INTC is a sell</b> as its business (and profits) continues to flow to AMD (and TSM). The dividend is a risk. Intel needs a miracle (and a number of years) to turn itself around into an investable business.</p><p><b>NVDA is a strong sell</b> as its valuation remains egregiously high at 47x TTM earnings despite earnings falling off a cliff now as the crypto mining demand ends.</p><p><b>Pair Trade Idea</b></p><p>AMD has fallen about 7% in the two days since Nvidia’s pre-announcement of disastrous earnings. Perhaps traders assume that NVDA’s GPU sales falling off a cliff is bad news for AMD. But the problem with this assumption is that AMD just announced their Q2 earnings *seven days ago*. At the time AMD gave an update on their GPU sales and guided for Q3. It is extremely unlikely that the entire GPU market suddenly cratered in the handful of days since AMD reported and guided.</p><p>Instead, what we are seeing is a result of cryptocurrency mining demand for GPUs falling off a cliff. Nvidia shrewdly capitalized on this temporary source of demand and sold many millions of GPUs - and at enormously inflated prices - to crypto miners (primarily for mining Ethereum). AMD also benefitted somewhat from increased GPU demand, but since AMD is a diversified business with several business lines besides discrete GPUs, it was not as reliant on GPU sales. All of AMD’s business lines have been supply constrained for a couple years, so AMD dedicated their production capacity primarily to other products and left the crypto-fueled GPU demand largely to Nvidia.</p><p>On the Q2 earnings call, AMD’s CEO Lisa Su indicated that they saw declining GPU sales, and that the declines would continue in Q3. AMD was well aware of the GPU marketplace demand situation when it delivered solid guidance for Q3.</p><p>AMD continues to be enormously undervalued relative to NVDA, despite AMD’s strong fundamentals and Nvidia’s shaky earnings future.</p><p>I suspect a lot of pain is ahead for Nvidia. The company’s revenues are almost entirely from GPU sales, and a huge portion of those sales are likely going away permanently as crypto mining demand falls off a cliff. A significant earnings drop is likely. NVDA is currently trading at 47x TTM earnings. If the stock price doesn’t fall significantly, the earnings multiple could easily approach triple digits in the coming quarters.</p><p>In contrast, AMD is showing continued strength, especially from the data center.</p><p><b>Q2 comparison</b></p><p><img src=\"https://static.tigerbbs.com/3d2a7cf7e7f40fa2069cab2c4d52e370\" tg-width=\"563\" tg-height=\"238\" width=\"100%\" height=\"auto\"/></p><p>Both firms are now similar in size. AMD continues to grow at a fast rate, especially in the lucrative datacenter. AMD’s growing margins surpassed Nvidia’s newly cratered margins. And yet Nvidia’s valuation is almost 3x the size of AMD’s. I suspect this imbalance will be corrected over time as AMD continues to perform and Nvidia’s true underlying fundamentals become clear. In a reasonable market, AMD’s market cap should soon exceed Nvidia’s.</p><p>As AMD continues to grow market share, especially in the high-margin datacenter, earnings should grow quickly. I suspect we will see AMD earning at a $10+ per share rate sometime next year. The stock is trading at less than 10x that figure.</p><p>Nvidia is a great company, but the stock is wildly overpriced, especially given the deteriorating fundamentals. AMD is a great company with increasingly strong fundamentals and a lot of room to continue to take market share from Intel and Nvidia with very competitive products (and strong products in the pipeline). Why anyone would pay almost 3 times as much for Nvidia is beyond me.</p><p>Investors can consider a pair trade of long AMD and short NVDA. This trade would seek to capture the upside for AMD as its valuation moves up to a reasonable valuation reflecting its growing earnings power. The trade would also capture the downside for NVDA as the market realizes the hypergrowth narrative is broken and the multiple adjusts far downwards to appropriately reflect a company with declining earnings. The pair trade would attempt to hedge out macroeconomic fluctuations in the broader indexes and strength/weakness in the semiconductor industry.</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>Semiconductor Earnings Season Shows Strong Buys, Sells</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\">\nSemiconductor Earnings Season Shows Strong Buys, Sells\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-08-11 22:37 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4532697-semiconductor-earnings-season-shows-strong-buys-sells?source=content_type%3Aall%7Cfirst_level_url%3Aportfolio%7Csection%3Aportfolio_content_unit%7Csection_asset%3Alatest%7Cline%3A27><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryTSM and AMD strong earnings and guidance.INTC and NVDA had disastrous earnings.There are 3 main factors (COVID, crypto, competition) driving the semiconductor industry.Stock valuations are ...</p>\n\n<a href=\"https://seekingalpha.com/article/4532697-semiconductor-earnings-season-shows-strong-buys-sells?source=content_type%3Aall%7Cfirst_level_url%3Aportfolio%7Csection%3Aportfolio_content_unit%7Csection_asset%3Alatest%7Cline%3A27\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"MU":"美光科技","AMD":"美国超微公司","INTC":"英特尔","NVDA":"英伟达","TSM":"台积电"},"source_url":"https://seekingalpha.com/article/4532697-semiconductor-earnings-season-shows-strong-buys-sells?source=content_type%3Aall%7Cfirst_level_url%3Aportfolio%7Csection%3Aportfolio_content_unit%7Csection_asset%3Alatest%7Cline%3A27","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1138137980","content_text":"SummaryTSM and AMD strong earnings and guidance.INTC and NVDA had disastrous earnings.There are 3 main factors (COVID, crypto, competition) driving the semiconductor industry.Stock valuations are absurd for several firms.The semiconductor earnings season has been eventful. So far we have seen these key data points:Micron (MU) reported solid earnings but weak guidance, and then further reduced full-year guidance a month laterTaiwan Semiconductor Manufacturing Company (TSM) reported strong earnings, and guided for solid growth, while acknowledging that their customers were facing reduced demand in some product segments but still clamoring for more supply in othersIntel (INTC) reported a disastrous quarter (a very rare net loss!) and terrible guidance for the rest of the yearAMD (AMD) reported a solid quarter, with strong growth, and maintained strong guidance for the rest of the year, while acknowledging that the industry was facing reduced demand in client and gaming but strong demand in the datacenterNvidia (NVDA) pre-announced a horrendous quarter, with “gaming” revenue down 44% sequentiallyWhy are some companies showing strength and others falling off a cliff? There are multiple factors at play.The first is easing of supply chain constraints and reduction of COVID-induced demand.During the first couple years of the COVID era there was a lot of demand for computers for employees and students to use while working and being educated at home. There was also increased demand for at home entertainment. This resulted in increased sales of PCs (especially low-end laptops like Chromebooks), and gaming equipment (especially gaming consoles and graphics cards). Many data points indicate that these demand spikes have been met and with more people returning to in-person activities, it is not surprising that demand for these pandemic-related items would take a step down.The net result is a decrease in demand for certain semiconductor products.The second is the bursting of the GPU-powered cryptocurrency mining bubble.As illustrated in my recent article, GPU-based cryptocurrency mining (primarily Ethereum) has consumed an enormous amount of computing resources over the past two years. The increase in Ethereum hash rate represents the millions of GPUs (primarily from Nvidia) that were purchased to use for crypto mining, along with systems to put the GPUs in, and memory to go into the systems. With Ethereum ending GPU-based mining permanently in the next few months, that is an enormous source of demand that is going away and not coming back. People thinking Nvidia’s earnings collapse is a cyclical dip are fooling themselves.BitInfoCharts(image source)The net result is a dramatic decrease in demand for NVDA and AMD GPUs.The third is a shift in market share from Intel and Nvidia to TSM and AMD.Without going too far into the weeds, TSM has the world’s most advanced semiconductor manufacturing technology, so its customers (like AMD) have a significant competitive edge in product performance. Nvidia has started to shift its products more towards TSM’s foundries to better compete with AMD’s rapidly advancing GPU offerings. And as AMD takes more and more market share from Intel, it has in turn increased demand for TSM capacity.The net result of these shifts is strong demand for AMD and TSM offerings at the expense of Intel and Nvidia.Key Takeaways:TSM is a strong buy as it continues to consolidate market share and has long term hard contractual commitments (including multibillion dollar prepayments) from its customers. TSM is shielded from much of the current market conditions we have observed. With TSM in a global monopoly position, growing earnings at something around 50% per year, the stock is stupidly cheap at approximately 13x 2022 earnings.AMD is a strong buy as it continues to gain market share in high margin products and can continue to grow earnings despite the demand dip in the industry. The stock is also stupidly cheap at a mid- or upper-teens multiple of likely 2022 earnings given something around 50% per year earnings growth.MU is a buy as the valuation is quite low relative to its prospects and the nature of the demand downturn.INTC is a sell as its business (and profits) continues to flow to AMD (and TSM). The dividend is a risk. Intel needs a miracle (and a number of years) to turn itself around into an investable business.NVDA is a strong sell as its valuation remains egregiously high at 47x TTM earnings despite earnings falling off a cliff now as the crypto mining demand ends.Pair Trade IdeaAMD has fallen about 7% in the two days since Nvidia’s pre-announcement of disastrous earnings. Perhaps traders assume that NVDA’s GPU sales falling off a cliff is bad news for AMD. But the problem with this assumption is that AMD just announced their Q2 earnings *seven days ago*. At the time AMD gave an update on their GPU sales and guided for Q3. It is extremely unlikely that the entire GPU market suddenly cratered in the handful of days since AMD reported and guided.Instead, what we are seeing is a result of cryptocurrency mining demand for GPUs falling off a cliff. Nvidia shrewdly capitalized on this temporary source of demand and sold many millions of GPUs - and at enormously inflated prices - to crypto miners (primarily for mining Ethereum). AMD also benefitted somewhat from increased GPU demand, but since AMD is a diversified business with several business lines besides discrete GPUs, it was not as reliant on GPU sales. All of AMD’s business lines have been supply constrained for a couple years, so AMD dedicated their production capacity primarily to other products and left the crypto-fueled GPU demand largely to Nvidia.On the Q2 earnings call, AMD’s CEO Lisa Su indicated that they saw declining GPU sales, and that the declines would continue in Q3. AMD was well aware of the GPU marketplace demand situation when it delivered solid guidance for Q3.AMD continues to be enormously undervalued relative to NVDA, despite AMD’s strong fundamentals and Nvidia’s shaky earnings future.I suspect a lot of pain is ahead for Nvidia. The company’s revenues are almost entirely from GPU sales, and a huge portion of those sales are likely going away permanently as crypto mining demand falls off a cliff. A significant earnings drop is likely. NVDA is currently trading at 47x TTM earnings. If the stock price doesn’t fall significantly, the earnings multiple could easily approach triple digits in the coming quarters.In contrast, AMD is showing continued strength, especially from the data center.Q2 comparisonBoth firms are now similar in size. AMD continues to grow at a fast rate, especially in the lucrative datacenter. AMD’s growing margins surpassed Nvidia’s newly cratered margins. And yet Nvidia’s valuation is almost 3x the size of AMD’s. I suspect this imbalance will be corrected over time as AMD continues to perform and Nvidia’s true underlying fundamentals become clear. In a reasonable market, AMD’s market cap should soon exceed Nvidia’s.As AMD continues to grow market share, especially in the high-margin datacenter, earnings should grow quickly. I suspect we will see AMD earning at a $10+ per share rate sometime next year. The stock is trading at less than 10x that figure.Nvidia is a great company, but the stock is wildly overpriced, especially given the deteriorating fundamentals. AMD is a great company with increasingly strong fundamentals and a lot of room to continue to take market share from Intel and Nvidia with very competitive products (and strong products in the pipeline). Why anyone would pay almost 3 times as much for Nvidia is beyond me.Investors can consider a pair trade of long AMD and short NVDA. This trade would seek to capture the upside for AMD as its valuation moves up to a reasonable valuation reflecting its growing earnings power. The trade would also capture the downside for NVDA as the market realizes the hypergrowth narrative is broken and the multiple adjusts far downwards to appropriately reflect a company with declining earnings. The pair trade would attempt to hedge out macroeconomic fluctuations in the broader indexes and strength/weakness in the semiconductor industry.","news_type":1},"isVote":1,"tweetType":1,"viewCount":349,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9043562587,"gmtCreate":1655944987849,"gmtModify":1676535737060,"author":{"id":"3548890322785063","authorId":"3548890322785063","name":"Chororo","avatar":"https://static.tigerbbs.com/0cbcbb673621a63bd8bb2f8219eded23","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3548890322785063","authorIdStr":"3548890322785063"},"themes":[],"htmlText":".&nbsp;","listText":".&nbsp;","text":".","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9043562587","repostId":"1106677913","repostType":4,"repost":{"id":"1106677913","pubTimestamp":1655943542,"share":"https://ttm.financial/m/news/1106677913?lang=&edition=fundamental","pubTime":"2022-06-23 08:19","market":"fut","language":"en","title":"Oil Extends Slump as Specter of US Slowdown Unnerves Investors","url":"https://stock-news.laohu8.com/highlight/detail?id=1106677913","media":"Bloomberg","summary":"Oil extended a retreat on concern that a slowdown will hurt energy consumption, with Federal Reserve","content":"<html><head></head><body><p>Oil extended a retreat on concern that a slowdown will hurt energy consumption, with Federal Reserve Chair Jerome Powell saying that a US recession is possible as the bank raises rates to tackle inflation.</p><p>West Texas Intermediate fell toward $103 a barrel in early Asian trading after closing on Wednesday at the lowest since May 12. At present, the US benchmark is on course for its first back-to-back weekly loss since early April and has lost around 15% since the close on June 8.</p><p>In testimony to US lawmakers, Powell said while he didn’t see the likelihood of a recession as particularly elevated, it was a possibility. Commodity price hikes were “clearly” connected to the war in Ukraine, he said.</p><p>Oil is rapidly giving up its gains in what’s been a volatile quarter as investors attempt to gauge the trajectory of the US economy and its impact on raw materials. China, the world’s biggest importer, is still struggling to move past its recent virus outbreaks. Crude’s retreat has been accompanied by deep losses in other industrial commodities, especially base metals such as copper.</p><p>Russia’s war in Ukraine, which has upended oil flows, will extend into a fifth month on Friday. China and India may be buying more Russian oil than the US previously believed, easing a supply crunch in global markets, Cecilia Rouse, chair of President Joe Biden’s Council of Economic Advisers, said Wednesday.</p><p>A US industry snapshot pointed to higher inventories. The American Petroleum Institute reported crude holdings rose by 5.6 million barrels last week, while gasoline holdings also climbed, according to people familiar with the data.</p></body></html>","source":"lsy1584095487587","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Oil Extends Slump as Specter of US Slowdown Unnerves Investors</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\">\nOil Extends Slump as Specter of US Slowdown Unnerves Investors\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-06-23 08:19 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://finance.yahoo.com/news/oil-extends-slump-specter-us-234340535.html><strong>Bloomberg</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Oil extended a retreat on concern that a slowdown will hurt energy consumption, with Federal Reserve Chair Jerome Powell saying that a US recession is possible as the bank raises rates to tackle ...</p>\n\n<a href=\"https://finance.yahoo.com/news/oil-extends-slump-specter-us-234340535.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{},"source_url":"https://finance.yahoo.com/news/oil-extends-slump-specter-us-234340535.html","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1106677913","content_text":"Oil extended a retreat on concern that a slowdown will hurt energy consumption, with Federal Reserve Chair Jerome Powell saying that a US recession is possible as the bank raises rates to tackle inflation.West Texas Intermediate fell toward $103 a barrel in early Asian trading after closing on Wednesday at the lowest since May 12. At present, the US benchmark is on course for its first back-to-back weekly loss since early April and has lost around 15% since the close on June 8.In testimony to US lawmakers, Powell said while he didn’t see the likelihood of a recession as particularly elevated, it was a possibility. Commodity price hikes were “clearly” connected to the war in Ukraine, he said.Oil is rapidly giving up its gains in what’s been a volatile quarter as investors attempt to gauge the trajectory of the US economy and its impact on raw materials. China, the world’s biggest importer, is still struggling to move past its recent virus outbreaks. Crude’s retreat has been accompanied by deep losses in other industrial commodities, especially base metals such as copper.Russia’s war in Ukraine, which has upended oil flows, will extend into a fifth month on Friday. China and India may be buying more Russian oil than the US previously believed, easing a supply crunch in global markets, Cecilia Rouse, chair of President Joe Biden’s Council of Economic Advisers, said Wednesday.A US industry snapshot pointed to higher inventories. The American Petroleum Institute reported crude holdings rose by 5.6 million barrels last week, while gasoline holdings also climbed, according to people familiar with the data.","news_type":1},"isVote":1,"tweetType":1,"viewCount":551,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9040608051,"gmtCreate":1655650281773,"gmtModify":1676535677902,"author":{"id":"3548890322785063","authorId":"3548890322785063","name":"Chororo","avatar":"https://static.tigerbbs.com/0cbcbb673621a63bd8bb2f8219eded23","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3548890322785063","authorIdStr":"3548890322785063"},"themes":[],"htmlText":".&nbsp;","listText":".&nbsp;","text":".","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9040608051","repostId":"2244310166","repostType":4,"repost":{"id":"2244310166","pubTimestamp":1655601203,"share":"https://ttm.financial/m/news/2244310166?lang=&edition=fundamental","pubTime":"2022-06-19 09:13","market":"us","language":"en","title":"Warren Buffett Broke up with Most of His Beloved Banks — Why Is He Still Swooning over This One?","url":"https://stock-news.laohu8.com/highlight/detail?id=2244310166","media":"MoneyWise","summary":"The Oracle of Omaha has had a busy quarter.According to his latest 13F filing, Warren Buffett has de","content":"<html><head></head><body><p><img src=\"https://static.tigerbbs.com/f5fdbbf7bf2ac89ca7dd14ac79c64797\" referrerpolicy=\"no-referrer\"/></p><p>The Oracle of Omaha has had a busy quarter.</p><p>According to his latest 13F filing, Warren Buffett has deployed roughly <a href=\"https://laohu8.com/S/AONE.U\">one</a>-third of his cash into new investments during the first three months of the year.</p><p>As always, Buffett’s biggest swings are noteworthy. However, his decision to sell most bank stocks while adding Citigroup (C) to Berkshire Hathaway’s (BRK) portfolio is puzzling Wall Street.</p><p>Here’s why this contradiction has caught so much attention.</p><h2>Buffett loves banks</h2><p>Buffett is deeply familiar with banking and financial services. He believes the business is relatively straightforward and can be extremely lucrative if managed well.</p><p>“If you can just stay away from following the fads, and really making a lot of bad loans, banking has been a remarkably good business in this country,” he told Berkshire Hathaway investors in 2003.</p><p>What about the 2008 Global Financial Crisis? Buffett went on a shopping spree during that time, picking up stakes in JP Morgan (JPM) and Goldman Sachs (GS).</p><p>For several years, major banks have been the biggest holdings in the Berkshire portfolio. In 2009, he even said Wells Fargo (WFC) was his highest-conviction investment.</p><p>“If I had to put all my net worth in one stock, that would’ve been the stock,” he told Berkshire shareholders.</p><h2>Catching Buffett on the rebound</h2><p>This year, Buffett has completely exited all these investments. Only a few banks remain in the portfolio.</p><p>That doesn’t mean the love affair with financial services is over.</p><p>In fact, Buffett added a new bank to his collection this year: Citigroup. During the first quarter of 2022, he added 55 million shares of Citigroup to the Berkshire portfolio.</p><p>The stake is now worth $2.5 billion, making it the 16th largest holding in the basket.</p><p>The bet seems to be predicated on a turnaround story.</p><h2>Citigroup’s transformation</h2><p>Citigroup has lagged behind its peers. Over the past five years, the stock is down over 28%.</p><p>Compare that to Bank of America’s 37% return over the same period. Even the SPDR S&amp;P Bank <a href=\"https://laohu8.com/S/PSFF\">Pacer Swan SOS Fund of Funds ETF|ETF</a> (KBE) is up 1.9%.</p><p>The company is now attempting a turnaround to catch up. Last year, Citigroup’s board appointed Jane Fraser as the new CEO — making her the first female leader of a major U.S. bank.</p><p>Fraser&#39;s strategy involves focusing on the more profitable segments of the business. Citigroup is selling or shutting down operations in Mexico, Australia, Philippines, South Korea and elsewhere.</p><p>Citi stock hasn’t fully reflected this new strategy.</p><h2>An undervalued opportunity?</h2><p>Citigroup stock currently trades at a price-to-earnings ratio of 5.6. Its price-to-book ratio is 0.52. That’s significantly lower than the industry average of 9.45 and 1.12 respectively.</p><p>Put simply, the stock is cheap.</p><p>If the new management team can streamline operations and boost profitability, the bank’s valuation could catch up with peers.</p><p>Meanwhile, a rising interest rate environment should provide another tailwind.</p></body></html>","source":"yahoofinance","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>Warren Buffett Broke up with Most of His Beloved Banks — Why Is He Still Swooning over This One?</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\">\nWarren Buffett Broke up with Most of His Beloved Banks — Why Is He Still Swooning over This One?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-06-19 09:13 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://finance.yahoo.com/news/warren-buffett-broke-most-beloved-130000046.html><strong>MoneyWise</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>The Oracle of Omaha has had a busy quarter.According to his latest 13F filing, Warren Buffett has deployed roughly one-third of his cash into new investments during the first three months of the year....</p>\n\n<a href=\"https://finance.yahoo.com/news/warren-buffett-broke-most-beloved-130000046.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4552":"Archegos爆仓风波概念","BK4207":"综合性银行","JPM":"摩根大通","BK4504":"桥水持仓","BK4581":"高盛持仓","C":"花旗","ZION":"齐昂银行","BK4127":"投资银行业与经纪业","BRK.A":"伯克希尔","BK4176":"多领域控股","BRK.B":"伯克希尔B","BK4534":"瑞士信贷持仓","BK4533":"AQR资本管理(全球第二大对冲基金)","WFC":"富国银行","BK4566":"资本集团","GS":"高盛","BK4501":"段永平概念","BK4559":"巴菲特持仓","KBE":"银行指数ETF-SPDR KBW","BK4550":"红杉资本持仓"},"source_url":"https://finance.yahoo.com/news/warren-buffett-broke-most-beloved-130000046.html","is_english":true,"share_image_url":"https://static.laohu8.com/5f26f4a48f9cb3e29be4d71d3ba8c038","article_id":"2244310166","content_text":"The Oracle of Omaha has had a busy quarter.According to his latest 13F filing, Warren Buffett has deployed roughly one-third of his cash into new investments during the first three months of the year.As always, Buffett’s biggest swings are noteworthy. However, his decision to sell most bank stocks while adding Citigroup (C) to Berkshire Hathaway’s (BRK) portfolio is puzzling Wall Street.Here’s why this contradiction has caught so much attention.Buffett loves banksBuffett is deeply familiar with banking and financial services. He believes the business is relatively straightforward and can be extremely lucrative if managed well.“If you can just stay away from following the fads, and really making a lot of bad loans, banking has been a remarkably good business in this country,” he told Berkshire Hathaway investors in 2003.What about the 2008 Global Financial Crisis? Buffett went on a shopping spree during that time, picking up stakes in JP Morgan (JPM) and Goldman Sachs (GS).For several years, major banks have been the biggest holdings in the Berkshire portfolio. In 2009, he even said Wells Fargo (WFC) was his highest-conviction investment.“If I had to put all my net worth in one stock, that would’ve been the stock,” he told Berkshire shareholders.Catching Buffett on the reboundThis year, Buffett has completely exited all these investments. Only a few banks remain in the portfolio.That doesn’t mean the love affair with financial services is over.In fact, Buffett added a new bank to his collection this year: Citigroup. During the first quarter of 2022, he added 55 million shares of Citigroup to the Berkshire portfolio.The stake is now worth $2.5 billion, making it the 16th largest holding in the basket.The bet seems to be predicated on a turnaround story.Citigroup’s transformationCitigroup has lagged behind its peers. Over the past five years, the stock is down over 28%.Compare that to Bank of America’s 37% return over the same period. Even the SPDR S&P Bank Pacer Swan SOS Fund of Funds ETF|ETF (KBE) is up 1.9%.The company is now attempting a turnaround to catch up. Last year, Citigroup’s board appointed Jane Fraser as the new CEO — making her the first female leader of a major U.S. bank.Fraser's strategy involves focusing on the more profitable segments of the business. Citigroup is selling or shutting down operations in Mexico, Australia, Philippines, South Korea and elsewhere.Citi stock hasn’t fully reflected this new strategy.An undervalued opportunity?Citigroup stock currently trades at a price-to-earnings ratio of 5.6. Its price-to-book ratio is 0.52. That’s significantly lower than the industry average of 9.45 and 1.12 respectively.Put simply, the stock is cheap.If the new management team can streamline operations and boost profitability, the bank’s valuation could catch up with peers.Meanwhile, a rising interest rate environment should provide another tailwind.","news_type":1},"isVote":1,"tweetType":1,"viewCount":576,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9054370857,"gmtCreate":1655347331779,"gmtModify":1676535619873,"author":{"id":"3548890322785063","authorId":"3548890322785063","name":"Chororo","avatar":"https://static.tigerbbs.com/0cbcbb673621a63bd8bb2f8219eded23","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3548890322785063","authorIdStr":"3548890322785063"},"themes":[],"htmlText":".&nbsp;","listText":".&nbsp;","text":".","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9054370857","repostId":"1142826260","repostType":4,"repost":{"id":"1142826260","pubTimestamp":1655346457,"share":"https://ttm.financial/m/news/1142826260?lang=&edition=fundamental","pubTime":"2022-06-16 10:27","market":"uk","language":"en","title":"BHP Announces NSW’s Largest Coal Mine to Close By 2030","url":"https://stock-news.laohu8.com/highlight/detail?id=1142826260","media":"The Sydney Morning Herald","summary":"The largest coal mine in NSW will close by 2030 after BHP failed to find a viable buyer for its Moun","content":"<html><head></head><body><p>The largest coal mine in NSW will close by 2030 after BHP failed to find a viable buyer for its Mount Arthur mine in the Hunter Valley.</p><p>The mining giant will seek approval to extend their New South Wales Energy Coal (NSWEC) mining operations for another four years until the site’s closure. Currently BHP only has clearance to continue mining at Mt Arthur until 2026.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/429dbe1e5f795ef7bf8cdaf3c248f852\" tg-width=\"1596\" tg-height=\"1063\" width=\"100%\" height=\"auto\"/><span>BHP’s Mount Arthur coal mine in Muswellbrook in the Upper Hunter.CREDIT:JANIE BARRETT</span></p><p>After failing to find a buyer for the mine BHP said “moving to a closure in 2030 provides the optimal financial outcomes”.</p><p>The Mt Arthur mine currently employs 2000 people.</p><p>BHP has $700 million slated for a 10-15 year land rehabilitation project that will commence at the Hunter Valley mine once it closes.</p><p>NSWEC Vice President Adam Lancey said the operation will “prepare for closure and sustainable rehabilitation of the site, and ensure the pathway to closure is managed in a way that meets community and regulatory expectations”.</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>BHP Announces NSW’s Largest Coal Mine to Close By 2030</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\">\nBHP Announces NSW’s Largest Coal Mine to Close By 2030\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-06-16 10:27 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.smh.com.au/business/companies/bhp-announces-nsw-s-largest-coal-mine-to-close-in-2030-20220616-p5au7j.html><strong>The Sydney Morning Herald</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>The largest coal mine in NSW will close by 2030 after BHP failed to find a viable buyer for its Mount Arthur mine in the Hunter Valley.The mining giant will seek approval to extend their New South ...</p>\n\n<a href=\"https://www.smh.com.au/business/companies/bhp-announces-nsw-s-largest-coal-mine-to-close-in-2030-20220616-p5au7j.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BHP":"必和必拓公司","BHP.AU":"BHP GROUP LTD","BHP.UK":"必和必拓公司"},"source_url":"https://www.smh.com.au/business/companies/bhp-announces-nsw-s-largest-coal-mine-to-close-in-2030-20220616-p5au7j.html","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1142826260","content_text":"The largest coal mine in NSW will close by 2030 after BHP failed to find a viable buyer for its Mount Arthur mine in the Hunter Valley.The mining giant will seek approval to extend their New South Wales Energy Coal (NSWEC) mining operations for another four years until the site’s closure. Currently BHP only has clearance to continue mining at Mt Arthur until 2026.BHP’s Mount Arthur coal mine in Muswellbrook in the Upper Hunter.CREDIT:JANIE BARRETTAfter failing to find a buyer for the mine BHP said “moving to a closure in 2030 provides the optimal financial outcomes”.The Mt Arthur mine currently employs 2000 people.BHP has $700 million slated for a 10-15 year land rehabilitation project that will commence at the Hunter Valley mine once it closes.NSWEC Vice President Adam Lancey said the operation will “prepare for closure and sustainable rehabilitation of the site, and ensure the pathway to closure is managed in a way that meets community and regulatory expectations”.","news_type":1},"isVote":1,"tweetType":1,"viewCount":394,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9052079471,"gmtCreate":1655099626893,"gmtModify":1676535561861,"author":{"id":"3548890322785063","authorId":"3548890322785063","name":"Chororo","avatar":"https://static.tigerbbs.com/0cbcbb673621a63bd8bb2f8219eded23","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3548890322785063","authorIdStr":"3548890322785063"},"themes":[],"htmlText":".&nbsp;","listText":".&nbsp;","text":".","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9052079471","repostId":"1140616749","repostType":4,"repost":{"id":"1140616749","pubTimestamp":1655096833,"share":"https://ttm.financial/m/news/1140616749?lang=&edition=fundamental","pubTime":"2022-06-13 13:07","market":"sg","language":"en","title":"Pan Asian Holdings Triggers SGX Query With 24.8% Share Price Hike","url":"https://stock-news.laohu8.com/highlight/detail?id=1140616749","media":"The Edge Singapore","summary":"Pan Asian Holdings has prompted a query from Singapore Exchange Regulation (SGX RegCo) after shares ","content":"<html><head></head><body><p>Pan Asian Holdings has prompted a query from Singapore Exchange Regulation (SGX RegCo) after shares in the company surged 3.9 cents or 24.8% to 19.6 cents at 9.40am on June 13, from its price of 15.7 cents at the last close.</p><p>At 10.30am, the market regulator asked the company to explain its “unusual price movements”, and asked it to reveal information that may have brought about the spike if any.</p><p>Finally, SGX RegCo has also asked the company to confirm its compliance with the listing rules.</p><p>Pan Asian Holdings last triggered a query on its “unusual volume movements” on Sept 30, 2021. At the time, the company had denied any information that may have prompted the unusual movements.</p><p>As at 11.50am, shares in Pan Asian Holdings are trading 2.3 cents higher or 14.65% up at 18 cents.</p></body></html>","source":"lsy1655096814160","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>Pan Asian Holdings Triggers SGX Query With 24.8% Share Price Hike</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\">\nPan Asian Holdings Triggers SGX Query With 24.8% Share Price Hike\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-06-13 13:07 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.theedgesingapore.com/news/sgx-query/pan-asian-holdings-triggers-sgx-query-248-share-price-hike><strong>The Edge Singapore</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Pan Asian Holdings has prompted a query from Singapore Exchange Regulation (SGX RegCo) after shares in the company surged 3.9 cents or 24.8% to 19.6 cents at 9.40am on June 13, from its price of 15.7 ...</p>\n\n<a href=\"https://www.theedgesingapore.com/news/sgx-query/pan-asian-holdings-triggers-sgx-query-248-share-price-hike\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"5EW.SI":"百益胜控股"},"source_url":"https://www.theedgesingapore.com/news/sgx-query/pan-asian-holdings-triggers-sgx-query-248-share-price-hike","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1140616749","content_text":"Pan Asian Holdings has prompted a query from Singapore Exchange Regulation (SGX RegCo) after shares in the company surged 3.9 cents or 24.8% to 19.6 cents at 9.40am on June 13, from its price of 15.7 cents at the last close.At 10.30am, the market regulator asked the company to explain its “unusual price movements”, and asked it to reveal information that may have brought about the spike if any.Finally, SGX RegCo has also asked the company to confirm its compliance with the listing rules.Pan Asian Holdings last triggered a query on its “unusual volume movements” on Sept 30, 2021. At the time, the company had denied any information that may have prompted the unusual movements.As at 11.50am, shares in Pan Asian Holdings are trading 2.3 cents higher or 14.65% up at 18 cents.","news_type":1},"isVote":1,"tweetType":1,"viewCount":393,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9058657443,"gmtCreate":1654833793282,"gmtModify":1676535519992,"author":{"id":"3548890322785063","authorId":"3548890322785063","name":"Chororo","avatar":"https://static.tigerbbs.com/0cbcbb673621a63bd8bb2f8219eded23","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3548890322785063","authorIdStr":"3548890322785063"},"themes":[],"htmlText":".&nbsp;","listText":".&nbsp;","text":".","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9058657443","repostId":"2242071354","repostType":4,"repost":{"id":"2242071354","pubTimestamp":1654832461,"share":"https://ttm.financial/m/news/2242071354?lang=&edition=fundamental","pubTime":"2022-06-10 11:41","market":"us","language":"en","title":"Nvidia Is On Track To Join The Trillion Dollar Club","url":"https://stock-news.laohu8.com/highlight/detail?id=2242071354","media":"Seekingalpha","summary":"Nvidia (NASDAQ:NVDA) has been in for a wild ride over the past few months, just like most other tech","content":"<html><head></head><body><p>Nvidia (NASDAQ:NVDA) has been in for a wild ride over the past few months, just like most other tech stocks that trade at elevated multiples and suffer from severe multiple compression due to an adverse and uncertain macroeconomic environment.</p><p>In this article, we look at why Nvidia could be a trillion-dollar buy for long-term investors who are optimistic about the company&#39;s growth, and why short-term investors might consider perhaps investing in some of its competitors.</p><h2>Nvidia&#39;s Wild Rollercoaster</h2><p>However, Nvidia only recently gained widespread recognition in the investment scene, as its market capitalization rose from less than US$10BN in 2013 to more than US$830BN in November last year. Currently, Nvidia&#39;s market capitalization is down to almost half of what it was in November last year, currently at US$473BN.</p><p></p><p><img src=\"https://static.tigerbbs.com/e24bb00b3706187ce0234ee0d9e0e041\" tg-width=\"635\" tg-height=\"439\" referrerpolicy=\"no-referrer\"/>Data by YCharts</p><p>Essentially, the company is not unfamiliar with adverse market conditions, as in the past, it was able to absorb 2 major blows that other GPU manufacturers could not: the dotcom crash and then the financial crash of 2008. In fact, around 2006, Nvidia was the only independent graphics chip manufacturer left in business after <a href=\"https://laohu8.com/S/AMD\">AMD</a> (AMD) decided to acquire their only major direct competitor, ATI.</p><p>Since then, it has been mostly an upward trajectory with the boom of gaming, the need for AI/Machine Learning applications, cryptocurrency mining, and just pure graphics applications themselves such as image and video processing in addition to other recent introductions of VR, AR and more.</p><h2>Cost Declines &amp; Predictions</h2><p>Naturally, we at Wright&#39;s Research love to incorporate Wright&#39;s Law into our research and evaluate how cost decline curves can impact companies, as they are far too often overlooked.</p><p>Forecasters in the past have been hugely surprised by how quickly computing power would improve compared to its cost. Metaculus, <a href=\"https://laohu8.com/S/AONE.U\">one</a> of the largest stimulated prediction websites, launched a prediction back in 2018 asking when &#34;one TeraFlOPS will cost &lt;$1.&#34; TeraFLOPS generally represent the performance capabilities of computers such as CPUs, GPUs and Supercomputers. In 2018, the NVIDIA TITAN V GPU had the lowest theoretical cost at $27.27 per TeraFLOP, although studies showed discrepancies between theoretical and actual performance usually within a factor of 10, making the price per TFLOP around $272.70.</p><p>When this forecast was launched in 2018, it was widely expected to reach this point by 2040. Fast-forward 4 years and forecasters expect this point to be reached in March 2029, expecting a TeraFLOP to cost less than $1 about 10 years earlier. Today, an Nvidia RTX 3080 could already bring that cost down to $29 per TeraFLOP.</p><p></p><p><img src=\"https://static.tigerbbs.com/c640557dc0f8dce84ebea3c8d73fe298\" tg-width=\"640\" tg-height=\"218\" referrerpolicy=\"no-referrer\"/></p><p>Metaculus</p><p>Deep Learning may be something that people can consider &#34;buzzwords&#34; these days, because it&#39;s talked about so much. But even given its popularity, forecasters over the past 2 years were too gloomy about how quickly it would develop as well. With technologies such as Deep Learning, one of the most important things is the amount of parameters that the models use. Parameters are typically used to indicate how well a model performs. A popular Deep Learning model, such as GPT-3, uses about 175 billion parameters.</p><p>Metaculus forecasters asked how likely it was that there would be a Deep Learning model with 100 trillion parameters before 2026. When the forecast was launched, about 66% of the forecasters believed that this could be achieved before 2026. Now, just 2 years later, that figure has risen to 94%.</p><p></p><p><img src=\"https://static.tigerbbs.com/cd96ea57c59ccef29f13e46b727adb75\" tg-width=\"640\" tg-height=\"219\" referrerpolicy=\"no-referrer\"/></p><p>Metaculus</p><p>Artificial General Intelligence (AGI) is also a topic of much debate. The premise of AGI is that it is capable of performing any intellectual task that a human can perform and understand or learn. True AGI, where there would be 0% difference between humans and AGI is probably still a long way off. Although, a weaker AGI that would still perform comparably to humans could be around the corner.</p><p>When Metaculus asked what date a weaker AI would become publicly known, users in 2020 replied that this weaker AGI would not be around until 2055 approximately. Today, forecasters predict that it will come by July 2029, a massive drop in the time frame!</p><p></p><p><img src=\"https://static.tigerbbs.com/c640557dc0f8dce84ebea3c8d73fe298\" tg-width=\"640\" tg-height=\"218\" referrerpolicy=\"no-referrer\"/></p><p>Metaculus</p><p>Yet, despite all the positive data and events that have taken place that have lured forecasters into much more positive territory, the stock is down almost 50%. Perhaps this also means that the already positive market forecasts are too conservative and that our forecast for Nvidia may even be more upwardly revised already.</p><h2>The Nvidia &amp; Market Growth Story</h2><p>Overall, it is estimated that the GPU market size was US$25.41BN in 2020 and is expected to grow to US$246.51BN by 2028. That is almost a 10x increase in market size in 8 years, and thus is expected to be one of the fastest and most disruptive technologies in the future. Other independent market research estimates that the GPU market could grow to US$477.37BN by 2030.</p><p>Revenue has grown tremendously, especially in recent years while gross margins have even grown from 52% in fiscal 2013 steadily to nearly 65% last year. Nvidia has also managed to grow its operating margin, which grew from around 15% in fiscal 2013 to a staggering 37.31% last year.</p><p></p><p><img src=\"https://static.tigerbbs.com/41a657263059f0317cd1c01a16b3a89a\" tg-width=\"640\" tg-height=\"384\" referrerpolicy=\"no-referrer\"/></p><p>TIKR Terminal</p><h2>The Cryptocurrency Revolution</h2><p>Another big question that is far overlooked by investors looking at graphics card manufacturers is whether cryptocurrency is here to stay, and if so, how it would benefit Nvidia.</p><p>Instead of discussing what cryptocurrency prices will look like, we like to stick to data-driven and look at the adoption rate of the aforementioned technology. In certain countries, such as Nigeria, 42% of the population reportedly owns or uses technology, which gives us confidence that there are already very solid use cases in society that provide value in people&#39;s daily lives.</p><p></p><p><img src=\"https://static.tigerbbs.com/32efc076eba3c937a5b57f425c4017a1\" tg-width=\"635\" tg-height=\"417\" referrerpolicy=\"no-referrer\"/>Data by YCharts</p><p>In those same developing countries, 79% of investors found cryptocurrency trustworthy, compared to only 62% in more developed financial markets. That perhaps also raises the question whether people will actually trust cryptocurrency more after they have actually used it and actively adopted it. In the United States, the adoption rate has increased from 6% in 2020 to 13% in 2021 of people who own or use the technology.</p><p>It also seems to us that the global user base of all cryptocurrencies increased by almost 190 percent between 2018 and 2020 alone. Other adoption in the real world was seen when <a href=\"https://laohu8.com/S/V\">Visa</a> said that customers made US$2.5BN in payment volume in the first quarter with its cryptocurrency credit cards. Even JPMorgan, whose CEO Jamie Dimon had been completely opposed to the idea of cryptocurrency, began using the blockchain to settle collateral earlier this week.</p><p>In both 2017 and late 2020 to early 2022, the GPU market experienced frenzied demand as rising Ethereum prices and Bitcoin prices were held at bay. Currently, demand for GPUs is cooling as supply finally catches up, cryptocurrency markets have taken a tumble, and because Ethereum announced it was phasing out GPU-based mining.</p><p></p><p><img src=\"https://static.tigerbbs.com/36d97530a2b52c264ae9401cad77cad6\" tg-width=\"635\" tg-height=\"433\" referrerpolicy=\"no-referrer\"/>Data by YCharts</p><p>However, if the cryptocurrency continues to grow, it could also have a major impact on graphics card manufacturers. Since Bitcoin is still dependent on miners, using the proof-of-work concept, GPU manufacturers could face another round of strong demand if the price of Bitcoin were to rise again. Nvidia itself released a GPU specifically for mining cryptocurrency not too long ago, on September 1, 2021.</p><p>Some investors, such as Cathie Wood of Ark Invest, are calling for a market capitalization of US$20T by 2030, which would be a drastic increase from the high of about US$2.9T late last year. We believe cryptocurrency can live up to that potential and are currently closely monitoring its adoption and use cases. Numerous forecasters are predicting that Bitcoin&#39;s peak price will be somewhere around US$150K per BTC before 2030, bringing the currency alone to a market capitalization of US$2.5T.</p><p></p><p><img src=\"https://static.tigerbbs.com/058882603afe5e28872933e219986138\" tg-width=\"635\" tg-height=\"417\" referrerpolicy=\"no-referrer\"/>Data by YCharts</p><p>Since BTC currently makes up less than half of the cryptocurrency market, we think it is likely that the cryptocurrency market will exceed at least US$5T by 2030, giving Nvidia additional exposure in terms of revenue growth and an opportunity to be at the forefront of a disruption taking place in the financial market. Currently, crypto mining processors only account for 0.2% of total revenue in 2021, accounting for US$550M in revenue. However, note that normal gaming GPUs are also used for mining.</p><h2>Fundamentals and Valuation</h2><p>The first thing to note about Nvidia is its revenue growth. From fiscal year 2013 to fiscal year 2022, the company managed to grow revenue from $4.28 billion to a staggering $26.91 billion, representing a CAGR of 22.67%. However, if we take the revenue growth from 2016 to 2022, it amounts to a CAGR of 32.34%, which means that most of this growth occurred in the last few years.</p><p>This CAGR of 32.34% over the last 6 years is also in line with the market growth forecast by independent researchers previously mentioned. To put that in perspective, if Nvidia was able to continue to grow revenue at a 32% CAGR, they would generate US$327.40BN in revenue. That&#39;s only if Nvidia was able to maintain its market share and not lose too much to the competition, which we&#39;ll talk about in a moment. On the contrary, of course, it is also possible that the company could gain even more market share.</p><p>If we use a more conservative but still strong revenue CAGR of 27%, Nvidia would bring in US$231.32BN in revenue by 2030 (fiscal year 2031). However, the main question and driver behind Nvidia is its high gross margins and low OpEx/CapEx thanks to its outsourced manufacturing. In 2022, for example, they spent only US$976M on capital expenditures despite a 61.4% revenue growth in 2022 to US$26.91BN.</p><p></p><p><img src=\"https://static.tigerbbs.com/e5667ee75dd75a7fd601a4348a90c1b9\" tg-width=\"640\" tg-height=\"384\" referrerpolicy=\"no-referrer\"/></p><p>TIKR Terminal</p><p>For instance, EBITDA has grown at a CAGR of 32.72% between 2013 and 2022, compared to the aforementioned revenue growth of 22.67%, which is an extremely positive sign because EBITDA growth is outpacing the already tremendous revenue growth. Again, most of this growth occurred in the last few years, with EBITDA growth over the last 6 years actually at 47.82% CAGR.</p><p>We expect Nvidia to continue to outpace its EBITDA growth compared to its revenue growth, but at a much slower pace to keep our estimates a bit more conservative, as we are already placing a lot of faith in market growth and market dominance. At a CAGR of 28%, we would be at an EBITDA of US$103.44BN by 2030 (FY2031). That would mean Nvidia maintains an EBITDA margin of 44.72%, compared to its current margin of 41.67%.</p><p>In terms of its balance sheet, Nvidia has been able to sustain this growth by taking on almost no debt compared to its cash reserve, or diluting current shareholders. This also has to do with its immense profitability in terms of margins and their ability to scale revenues with CapEx only about 3.63% of total revenues in 2022. According to NYU Stern, the average EV/EBITDA multiple for the semiconductor industry earlier this year was 21.27.</p><p></p><p><img src=\"https://static.tigerbbs.com/5089a0bb4efb0e0bdd8a46fc41277709\" tg-width=\"640\" tg-height=\"384\" referrerpolicy=\"no-referrer\"/></p><p>TIKR Terminal</p><p>We estimate that at a much more conservative EBITDA and even discounting all cash from its EV, Nvidia would trade at a market capitalization of US$1.24T with an EBITDA multiple of 12x. That would equate to US$496.51 per share, or a CAGR of 11.4%. However, if you are even more optimistic about Nvidia&#39;s growth story and think that growth will continue beyond 2030, Nvidia could be worth US$1.86 at an 18x EBITDA multiple, or $744.77 per share at a CAGR of 16.54%.</p><h2>Competition</h2><p>What is notable about Nvidia&#39;s competition is that there is not really a concrete direct competitor, with the size of Nvidia producing only graphics cards. This is likely to change in the future, as Nvidia recently announced that it will be developing ARM-based processors. These are the same processors that brands like Apple (AAPL) use in their iPhones and recently in the new M1/M2 lineup of Macs.</p><p></p><p><img src=\"https://static.tigerbbs.com/08388783e602bff946730f11f4359c70\" tg-width=\"640\" tg-height=\"360\" referrerpolicy=\"no-referrer\"/></p><p>Nvidia IR</p><p>Intel (INTC) also doesn&#39;t really make standalone graphics cards like Nvidia and mostly makes processors that have lagged behind AMD&#39;s lineup of processors in recent years. For example, Intel launched its 10 nanometer lineup of 12th Gen Core processors while AMD has been producing 7 nanometer processors since 2018. Intel announced that it plans to launch its 7 nanometer processors sometime in 2023.</p><p>Looking at the fundamental numbers, Nvidia comes quite close to AMD when looking at the fundamental valuation in terms of EV/EBITDA, which stands at 36.72 for Nvidia and at 34.56 for AMD. Both companies have superior revenue growth of about 31-32% and EBITDA growth in the double and triple digits. The only thing to note here is that AMD simply has lower net income margins of nearly 18% compared to nearly 42% for Nvidia, plus a lower return on equity.</p><p>This also shows a low point in its lower EBITDA margin, but it has risen and is outpacing revenue growth, with EBITDA growth of 121.52% YoY, a very positive sign. We own both AMD and Nvidia and believe both are solid buys. However, we believe Nvidia has an advantage with its already solid margins, especially during periods of economic difficulty and multiple compression.</p><p></p><p><img src=\"https://static.tigerbbs.com/6db55ebfd942625e6068243fdba7c5e7\" tg-width=\"640\" tg-height=\"384\" referrerpolicy=\"no-referrer\"/></p><p>TIKR Terminal</p><p>Taiwan Semiconductor (TSM) also has a lower Forward P/E ratio of 16, which is in line with the historical weighted average of the S&amp;P 500 while still showing EBITDA growth of 21.5% year-over-year and a revenue CAGR of almost 12% over the last 5 years. They also have a lot of cash on hand and virtually no debt, with total net debt of -US$16.77BN (negative net debt means a company has little debt and more cash).</p><p></p><p><img src=\"https://static.tigerbbs.com/c79cdde1f9124c97e8b5a5e6a86bec07\" tg-width=\"640\" tg-height=\"349\" referrerpolicy=\"no-referrer\"/></p><p>Author&#39;s Data</p><p>For short-term investors/pure value investors, Intel may be a better choice, as it is only at an 11x Forward P/E. However, the problem with Intel is its lack of innovation and inability to keep up with close competitors like AMD and Nvidia. This can also be seen in their 5-year revenue growth, which is only 5%. Moreover, their capital expenditure is sky-high at over $20.7 billion compared to AMD and Nvidia. Their EPS growth and EBITDA growth also seem to be coming under pressure.</p><p>However, they do pay a very nice dividend with a forward-looking yield of 3.36%, which can certainly come in handy for short-term investors looking for safety, as it is also already trading quite cheaply in terms of fundamentals and there should be less downside risk compared to some of these growth names like AMD and Nvidia. It is only in the long run that Intel risks being disrupted by its competitors, and possibly seeing a severe drop in revenue growth/margins.</p><h2>The Bottom Line</h2><p>Nvidia certainly has a chance to outperform the S&amp;P 500 and give us investors plenty of Alpha, although a lot has to continue to go right for the company to grow at this rate. We strongly believe in the market growth of GPUs and think Nvidia should be considered a buy at this time, now that it is trading nearly 50% lower due to an unfavorable macroeconomic backdrop and multiple compression.</p><p></p><p><img src=\"https://static.tigerbbs.com/8d446d814bf75eba530188cd485487b4\" tg-width=\"635\" tg-height=\"467\" referrerpolicy=\"no-referrer\"/>Data by YCharts</p><p>With the economy looking for semiconductors and graphics cards, Nvidia is poised for tremendous growth. Therefore, we think it remains a solid buy, even at what pure value investors would call high levels. We expect Nvidia to join the trillion-dollar club this decade with a market capitalization of Apple, Microsoft (MSFT), Google (GOOG) (GOOGL), Amazon (AMZN) and perhaps other companies such as AMD, Tesla (TSLA) and Meta (FB).</p><p>Seeking Alpha&#39;s quantitative rating currently has Nvidia as a &#34;hold&#34;, due to valuation. However, in all other aspects, such as growth, profitability, momentum and revisions, Nvidia has received a very solid rating.</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>Nvidia Is On Track To Join The Trillion Dollar Club</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 Is On Track To Join The Trillion Dollar Club\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-06-10 11:41 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4517482-nvidia-nvda-on-track-trillion-dollar-club><strong>Seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Nvidia (NASDAQ:NVDA) has been in for a wild ride over the past few months, just like most other tech stocks that trade at elevated multiples and suffer from severe multiple compression due to an ...</p>\n\n<a href=\"https://seekingalpha.com/article/4517482-nvidia-nvda-on-track-trillion-dollar-club\">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://seekingalpha.com/article/4517482-nvidia-nvda-on-track-trillion-dollar-club","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2242071354","content_text":"Nvidia (NASDAQ:NVDA) has been in for a wild ride over the past few months, just like most other tech stocks that trade at elevated multiples and suffer from severe multiple compression due to an adverse and uncertain macroeconomic environment.In this article, we look at why Nvidia could be a trillion-dollar buy for long-term investors who are optimistic about the company's growth, and why short-term investors might consider perhaps investing in some of its competitors.Nvidia's Wild RollercoasterHowever, Nvidia only recently gained widespread recognition in the investment scene, as its market capitalization rose from less than US$10BN in 2013 to more than US$830BN in November last year. Currently, Nvidia's market capitalization is down to almost half of what it was in November last year, currently at US$473BN.Data by YChartsEssentially, the company is not unfamiliar with adverse market conditions, as in the past, it was able to absorb 2 major blows that other GPU manufacturers could not: the dotcom crash and then the financial crash of 2008. In fact, around 2006, Nvidia was the only independent graphics chip manufacturer left in business after AMD (AMD) decided to acquire their only major direct competitor, ATI.Since then, it has been mostly an upward trajectory with the boom of gaming, the need for AI/Machine Learning applications, cryptocurrency mining, and just pure graphics applications themselves such as image and video processing in addition to other recent introductions of VR, AR and more.Cost Declines & PredictionsNaturally, we at Wright's Research love to incorporate Wright's Law into our research and evaluate how cost decline curves can impact companies, as they are far too often overlooked.Forecasters in the past have been hugely surprised by how quickly computing power would improve compared to its cost. Metaculus, one of the largest stimulated prediction websites, launched a prediction back in 2018 asking when \"one TeraFlOPS will cost <$1.\" TeraFLOPS generally represent the performance capabilities of computers such as CPUs, GPUs and Supercomputers. In 2018, the NVIDIA TITAN V GPU had the lowest theoretical cost at $27.27 per TeraFLOP, although studies showed discrepancies between theoretical and actual performance usually within a factor of 10, making the price per TFLOP around $272.70.When this forecast was launched in 2018, it was widely expected to reach this point by 2040. Fast-forward 4 years and forecasters expect this point to be reached in March 2029, expecting a TeraFLOP to cost less than $1 about 10 years earlier. Today, an Nvidia RTX 3080 could already bring that cost down to $29 per TeraFLOP.MetaculusDeep Learning may be something that people can consider \"buzzwords\" these days, because it's talked about so much. But even given its popularity, forecasters over the past 2 years were too gloomy about how quickly it would develop as well. With technologies such as Deep Learning, one of the most important things is the amount of parameters that the models use. Parameters are typically used to indicate how well a model performs. A popular Deep Learning model, such as GPT-3, uses about 175 billion parameters.Metaculus forecasters asked how likely it was that there would be a Deep Learning model with 100 trillion parameters before 2026. When the forecast was launched, about 66% of the forecasters believed that this could be achieved before 2026. Now, just 2 years later, that figure has risen to 94%.MetaculusArtificial General Intelligence (AGI) is also a topic of much debate. The premise of AGI is that it is capable of performing any intellectual task that a human can perform and understand or learn. True AGI, where there would be 0% difference between humans and AGI is probably still a long way off. Although, a weaker AGI that would still perform comparably to humans could be around the corner.When Metaculus asked what date a weaker AI would become publicly known, users in 2020 replied that this weaker AGI would not be around until 2055 approximately. Today, forecasters predict that it will come by July 2029, a massive drop in the time frame!MetaculusYet, despite all the positive data and events that have taken place that have lured forecasters into much more positive territory, the stock is down almost 50%. Perhaps this also means that the already positive market forecasts are too conservative and that our forecast for Nvidia may even be more upwardly revised already.The Nvidia & Market Growth StoryOverall, it is estimated that the GPU market size was US$25.41BN in 2020 and is expected to grow to US$246.51BN by 2028. That is almost a 10x increase in market size in 8 years, and thus is expected to be one of the fastest and most disruptive technologies in the future. Other independent market research estimates that the GPU market could grow to US$477.37BN by 2030.Revenue has grown tremendously, especially in recent years while gross margins have even grown from 52% in fiscal 2013 steadily to nearly 65% last year. Nvidia has also managed to grow its operating margin, which grew from around 15% in fiscal 2013 to a staggering 37.31% last year.TIKR TerminalThe Cryptocurrency RevolutionAnother big question that is far overlooked by investors looking at graphics card manufacturers is whether cryptocurrency is here to stay, and if so, how it would benefit Nvidia.Instead of discussing what cryptocurrency prices will look like, we like to stick to data-driven and look at the adoption rate of the aforementioned technology. In certain countries, such as Nigeria, 42% of the population reportedly owns or uses technology, which gives us confidence that there are already very solid use cases in society that provide value in people's daily lives.Data by YChartsIn those same developing countries, 79% of investors found cryptocurrency trustworthy, compared to only 62% in more developed financial markets. That perhaps also raises the question whether people will actually trust cryptocurrency more after they have actually used it and actively adopted it. In the United States, the adoption rate has increased from 6% in 2020 to 13% in 2021 of people who own or use the technology.It also seems to us that the global user base of all cryptocurrencies increased by almost 190 percent between 2018 and 2020 alone. Other adoption in the real world was seen when Visa said that customers made US$2.5BN in payment volume in the first quarter with its cryptocurrency credit cards. Even JPMorgan, whose CEO Jamie Dimon had been completely opposed to the idea of cryptocurrency, began using the blockchain to settle collateral earlier this week.In both 2017 and late 2020 to early 2022, the GPU market experienced frenzied demand as rising Ethereum prices and Bitcoin prices were held at bay. Currently, demand for GPUs is cooling as supply finally catches up, cryptocurrency markets have taken a tumble, and because Ethereum announced it was phasing out GPU-based mining.Data by YChartsHowever, if the cryptocurrency continues to grow, it could also have a major impact on graphics card manufacturers. Since Bitcoin is still dependent on miners, using the proof-of-work concept, GPU manufacturers could face another round of strong demand if the price of Bitcoin were to rise again. Nvidia itself released a GPU specifically for mining cryptocurrency not too long ago, on September 1, 2021.Some investors, such as Cathie Wood of Ark Invest, are calling for a market capitalization of US$20T by 2030, which would be a drastic increase from the high of about US$2.9T late last year. We believe cryptocurrency can live up to that potential and are currently closely monitoring its adoption and use cases. Numerous forecasters are predicting that Bitcoin's peak price will be somewhere around US$150K per BTC before 2030, bringing the currency alone to a market capitalization of US$2.5T.Data by YChartsSince BTC currently makes up less than half of the cryptocurrency market, we think it is likely that the cryptocurrency market will exceed at least US$5T by 2030, giving Nvidia additional exposure in terms of revenue growth and an opportunity to be at the forefront of a disruption taking place in the financial market. Currently, crypto mining processors only account for 0.2% of total revenue in 2021, accounting for US$550M in revenue. However, note that normal gaming GPUs are also used for mining.Fundamentals and ValuationThe first thing to note about Nvidia is its revenue growth. From fiscal year 2013 to fiscal year 2022, the company managed to grow revenue from $4.28 billion to a staggering $26.91 billion, representing a CAGR of 22.67%. However, if we take the revenue growth from 2016 to 2022, it amounts to a CAGR of 32.34%, which means that most of this growth occurred in the last few years.This CAGR of 32.34% over the last 6 years is also in line with the market growth forecast by independent researchers previously mentioned. To put that in perspective, if Nvidia was able to continue to grow revenue at a 32% CAGR, they would generate US$327.40BN in revenue. That's only if Nvidia was able to maintain its market share and not lose too much to the competition, which we'll talk about in a moment. On the contrary, of course, it is also possible that the company could gain even more market share.If we use a more conservative but still strong revenue CAGR of 27%, Nvidia would bring in US$231.32BN in revenue by 2030 (fiscal year 2031). However, the main question and driver behind Nvidia is its high gross margins and low OpEx/CapEx thanks to its outsourced manufacturing. In 2022, for example, they spent only US$976M on capital expenditures despite a 61.4% revenue growth in 2022 to US$26.91BN.TIKR TerminalFor instance, EBITDA has grown at a CAGR of 32.72% between 2013 and 2022, compared to the aforementioned revenue growth of 22.67%, which is an extremely positive sign because EBITDA growth is outpacing the already tremendous revenue growth. Again, most of this growth occurred in the last few years, with EBITDA growth over the last 6 years actually at 47.82% CAGR.We expect Nvidia to continue to outpace its EBITDA growth compared to its revenue growth, but at a much slower pace to keep our estimates a bit more conservative, as we are already placing a lot of faith in market growth and market dominance. At a CAGR of 28%, we would be at an EBITDA of US$103.44BN by 2030 (FY2031). That would mean Nvidia maintains an EBITDA margin of 44.72%, compared to its current margin of 41.67%.In terms of its balance sheet, Nvidia has been able to sustain this growth by taking on almost no debt compared to its cash reserve, or diluting current shareholders. This also has to do with its immense profitability in terms of margins and their ability to scale revenues with CapEx only about 3.63% of total revenues in 2022. According to NYU Stern, the average EV/EBITDA multiple for the semiconductor industry earlier this year was 21.27.TIKR TerminalWe estimate that at a much more conservative EBITDA and even discounting all cash from its EV, Nvidia would trade at a market capitalization of US$1.24T with an EBITDA multiple of 12x. That would equate to US$496.51 per share, or a CAGR of 11.4%. However, if you are even more optimistic about Nvidia's growth story and think that growth will continue beyond 2030, Nvidia could be worth US$1.86 at an 18x EBITDA multiple, or $744.77 per share at a CAGR of 16.54%.CompetitionWhat is notable about Nvidia's competition is that there is not really a concrete direct competitor, with the size of Nvidia producing only graphics cards. This is likely to change in the future, as Nvidia recently announced that it will be developing ARM-based processors. These are the same processors that brands like Apple (AAPL) use in their iPhones and recently in the new M1/M2 lineup of Macs.Nvidia IRIntel (INTC) also doesn't really make standalone graphics cards like Nvidia and mostly makes processors that have lagged behind AMD's lineup of processors in recent years. For example, Intel launched its 10 nanometer lineup of 12th Gen Core processors while AMD has been producing 7 nanometer processors since 2018. Intel announced that it plans to launch its 7 nanometer processors sometime in 2023.Looking at the fundamental numbers, Nvidia comes quite close to AMD when looking at the fundamental valuation in terms of EV/EBITDA, which stands at 36.72 for Nvidia and at 34.56 for AMD. Both companies have superior revenue growth of about 31-32% and EBITDA growth in the double and triple digits. The only thing to note here is that AMD simply has lower net income margins of nearly 18% compared to nearly 42% for Nvidia, plus a lower return on equity.This also shows a low point in its lower EBITDA margin, but it has risen and is outpacing revenue growth, with EBITDA growth of 121.52% YoY, a very positive sign. We own both AMD and Nvidia and believe both are solid buys. However, we believe Nvidia has an advantage with its already solid margins, especially during periods of economic difficulty and multiple compression.TIKR TerminalTaiwan Semiconductor (TSM) also has a lower Forward P/E ratio of 16, which is in line with the historical weighted average of the S&P 500 while still showing EBITDA growth of 21.5% year-over-year and a revenue CAGR of almost 12% over the last 5 years. They also have a lot of cash on hand and virtually no debt, with total net debt of -US$16.77BN (negative net debt means a company has little debt and more cash).Author's DataFor short-term investors/pure value investors, Intel may be a better choice, as it is only at an 11x Forward P/E. However, the problem with Intel is its lack of innovation and inability to keep up with close competitors like AMD and Nvidia. This can also be seen in their 5-year revenue growth, which is only 5%. Moreover, their capital expenditure is sky-high at over $20.7 billion compared to AMD and Nvidia. Their EPS growth and EBITDA growth also seem to be coming under pressure.However, they do pay a very nice dividend with a forward-looking yield of 3.36%, which can certainly come in handy for short-term investors looking for safety, as it is also already trading quite cheaply in terms of fundamentals and there should be less downside risk compared to some of these growth names like AMD and Nvidia. It is only in the long run that Intel risks being disrupted by its competitors, and possibly seeing a severe drop in revenue growth/margins.The Bottom LineNvidia certainly has a chance to outperform the S&P 500 and give us investors plenty of Alpha, although a lot has to continue to go right for the company to grow at this rate. We strongly believe in the market growth of GPUs and think Nvidia should be considered a buy at this time, now that it is trading nearly 50% lower due to an unfavorable macroeconomic backdrop and multiple compression.Data by YChartsWith the economy looking for semiconductors and graphics cards, Nvidia is poised for tremendous growth. Therefore, we think it remains a solid buy, even at what pure value investors would call high levels. We expect Nvidia to join the trillion-dollar club this decade with a market capitalization of Apple, Microsoft (MSFT), Google (GOOG) (GOOGL), Amazon (AMZN) and perhaps other companies such as AMD, Tesla (TSLA) and Meta (FB).Seeking Alpha's quantitative rating currently has Nvidia as a \"hold\", due to valuation. However, in all other aspects, such as growth, profitability, momentum and revisions, Nvidia has received a very solid rating.","news_type":1},"isVote":1,"tweetType":1,"viewCount":629,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9059014211,"gmtCreate":1654263516733,"gmtModify":1676535421707,"author":{"id":"3548890322785063","authorId":"3548890322785063","name":"Chororo","avatar":"https://static.tigerbbs.com/0cbcbb673621a63bd8bb2f8219eded23","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3548890322785063","authorIdStr":"3548890322785063"},"themes":[],"htmlText":".&nbsp;","listText":".&nbsp;","text":".","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9059014211","repostId":"2240247313","repostType":4,"repost":{"id":"2240247313","weMediaInfo":{"introduction":"Dow Jones publishes the world’s most trusted business news and financial information in a variety of media.","home_visible":0,"media_name":"Dow Jones","id":"106","head_image":"https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99"},"pubTimestamp":1654260789,"share":"https://ttm.financial/m/news/2240247313?lang=&edition=fundamental","pubTime":"2022-06-03 20:53","market":"us","language":"en","title":"Turning Point Stock Doubles After Bristol Myers Announces Takeover. It's the Latest Biotech Deal","url":"https://stock-news.laohu8.com/highlight/detail?id=2240247313","media":"Dow Jones","summary":"Turning Point Therapeutics stock has more than doubled after Bristol Myers Squibb announced that it ","content":"<html><head></head><body><p><a href=\"https://laohu8.com/S/TPTX\">Turning Point Therapeutics</a> stock has more than doubled after Bristol Myers Squibb announced that it had agreed to buy the company. It&#39;s just the latest deal for a beaten-up biotech stock.</p><p>Turning Point stock (TPTX) was up 115.9% to $73.75 at 8:52 a.m. Friday after Bristol <a href=\"https://laohu8.com/S/BMY\">$(BMY)$</a> said that it would purchase the small-cap biotech company for $76 a share. Bristol stock is little changed.</p><p><img src=\"https://static.tigerbbs.com/b129d018aa121a8408d68f4e0f5d78d9\" tg-width=\"820\" tg-height=\"836\" width=\"100%\" height=\"auto\"/></p><p>Turning Point has no current products for sale, but does have a lung cancer drug in clinical trials, and is working on other cancer treatments. Apparently, Bristol feels good enough about these treatments -- and the technology behind them -- to pay up for the company.</p><p>&#34;The acquisition of Turning Point Therapeutics further broadens our leading oncology franchise by adding a best-in-class, late-stage precision oncology asset,&#34; Bristol CEO Giovanni Caforio said in a statement. &#34;With this transaction, we are continuing our strong track record of strategic business development to further enhance our growth profile.&#34;</p><p>The deal is just the latest in the biotech space. Pfizer <a href=\"https://laohu8.com/S/PFE\">$(PFE)$</a> announced the acquisition of Biohaven <a href=\"https://laohu8.com/S/BHVN\">$(BHVN)$</a> for $11 billion on May 10, while GlaxoSmithKline <a href=\"https://laohu8.com/S/GSK\">$(GSK)$</a> said it would buy Sierra Oncology <a href=\"https://laohu8.com/S/SRRA\">$(SRRA)$</a> for $1.9 billion in April.</p><p>Still, the M&amp;A hasn&#39;t helped biotech stocks as of yet. the SPDR S&amp;P Biotech <a href=\"https://laohu8.com/S/PSFF\">Pacer Swan SOS Fund of Funds ETF|ETF</a> <a href=\"https://laohu8.com/S/XBI\">$(XBI)$</a> has dropped 39% this year, and is up just 0.4% over the past week even as the SPDR S&amp;P 500 ETF <a href=\"https://laohu8.com/S/SPY.AU\">$(SPY.AU)$</a> has gained 3%. Turning Point stock had dropped 28% through Thursday&#39;s close.</p><p>Bristol-Myers was a Barron&#39;s stock pick on May 26, in part for a pipeline that includes more than 10 potential cancer treatments. Now it has another.</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>Turning Point Stock Doubles After Bristol Myers Announces Takeover. It's the Latest Biotech Deal</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\">\nTurning Point Stock Doubles After Bristol Myers Announces Takeover. It's the Latest Biotech Deal\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Dow Jones </p>\n<p class=\"h-time\">2022-06-03 20:53</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p><a href=\"https://laohu8.com/S/TPTX\">Turning Point Therapeutics</a> stock has more than doubled after Bristol Myers Squibb announced that it had agreed to buy the company. It&#39;s just the latest deal for a beaten-up biotech stock.</p><p>Turning Point stock (TPTX) was up 115.9% to $73.75 at 8:52 a.m. Friday after Bristol <a href=\"https://laohu8.com/S/BMY\">$(BMY)$</a> said that it would purchase the small-cap biotech company for $76 a share. Bristol stock is little changed.</p><p><img src=\"https://static.tigerbbs.com/b129d018aa121a8408d68f4e0f5d78d9\" tg-width=\"820\" tg-height=\"836\" width=\"100%\" height=\"auto\"/></p><p>Turning Point has no current products for sale, but does have a lung cancer drug in clinical trials, and is working on other cancer treatments. Apparently, Bristol feels good enough about these treatments -- and the technology behind them -- to pay up for the company.</p><p>&#34;The acquisition of Turning Point Therapeutics further broadens our leading oncology franchise by adding a best-in-class, late-stage precision oncology asset,&#34; Bristol CEO Giovanni Caforio said in a statement. &#34;With this transaction, we are continuing our strong track record of strategic business development to further enhance our growth profile.&#34;</p><p>The deal is just the latest in the biotech space. Pfizer <a href=\"https://laohu8.com/S/PFE\">$(PFE)$</a> announced the acquisition of Biohaven <a href=\"https://laohu8.com/S/BHVN\">$(BHVN)$</a> for $11 billion on May 10, while GlaxoSmithKline <a href=\"https://laohu8.com/S/GSK\">$(GSK)$</a> said it would buy Sierra Oncology <a href=\"https://laohu8.com/S/SRRA\">$(SRRA)$</a> for $1.9 billion in April.</p><p>Still, the M&amp;A hasn&#39;t helped biotech stocks as of yet. the SPDR S&amp;P Biotech <a href=\"https://laohu8.com/S/PSFF\">Pacer Swan SOS Fund of Funds ETF|ETF</a> <a href=\"https://laohu8.com/S/XBI\">$(XBI)$</a> has dropped 39% this year, and is up just 0.4% over the past week even as the SPDR S&amp;P 500 ETF <a href=\"https://laohu8.com/S/SPY.AU\">$(SPY.AU)$</a> has gained 3%. Turning Point stock had dropped 28% through Thursday&#39;s close.</p><p>Bristol-Myers was a Barron&#39;s stock pick on May 26, in part for a pipeline that includes more than 10 potential cancer treatments. Now it has another.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4075":"烟草","BK4126":"金属与玻璃容器","PFE":"辉瑞","TPTX":"Turning Point Therapeutics","BMY":"施贵宝","MYE":"Myers Industries Inc","TPB":"Turning Point Brands Inc."},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2240247313","content_text":"Turning Point Therapeutics stock has more than doubled after Bristol Myers Squibb announced that it had agreed to buy the company. It's just the latest deal for a beaten-up biotech stock.Turning Point stock (TPTX) was up 115.9% to $73.75 at 8:52 a.m. Friday after Bristol $(BMY)$ said that it would purchase the small-cap biotech company for $76 a share. Bristol stock is little changed.Turning Point has no current products for sale, but does have a lung cancer drug in clinical trials, and is working on other cancer treatments. Apparently, Bristol feels good enough about these treatments -- and the technology behind them -- to pay up for the company.\"The acquisition of Turning Point Therapeutics further broadens our leading oncology franchise by adding a best-in-class, late-stage precision oncology asset,\" Bristol CEO Giovanni Caforio said in a statement. \"With this transaction, we are continuing our strong track record of strategic business development to further enhance our growth profile.\"The deal is just the latest in the biotech space. Pfizer $(PFE)$ announced the acquisition of Biohaven $(BHVN)$ for $11 billion on May 10, while GlaxoSmithKline $(GSK)$ said it would buy Sierra Oncology $(SRRA)$ for $1.9 billion in April.Still, the M&A hasn't helped biotech stocks as of yet. the SPDR S&P Biotech Pacer Swan SOS Fund of Funds ETF|ETF $(XBI)$ has dropped 39% this year, and is up just 0.4% over the past week even as the SPDR S&P 500 ETF $(SPY.AU)$ has gained 3%. Turning Point stock had dropped 28% through Thursday's close.Bristol-Myers was a Barron's stock pick on May 26, in part for a pipeline that includes more than 10 potential cancer treatments. Now it has another.","news_type":1},"isVote":1,"tweetType":1,"viewCount":496,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9027755634,"gmtCreate":1654092675428,"gmtModify":1676535392853,"author":{"id":"3548890322785063","authorId":"3548890322785063","name":"Chororo","avatar":"https://static.tigerbbs.com/0cbcbb673621a63bd8bb2f8219eded23","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3548890322785063","authorIdStr":"3548890322785063"},"themes":[],"htmlText":".&nbsp;","listText":".&nbsp;","text":".","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9027755634","repostId":"2240490290","repostType":4,"repost":{"id":"2240490290","pubTimestamp":1654089807,"share":"https://ttm.financial/m/news/2240490290?lang=&edition=fundamental","pubTime":"2022-06-01 21:23","market":"us","language":"en","title":"Delta Shares Lifted by Bullish Investor Update, Slated Return to 2019 Revenue Trends","url":"https://stock-news.laohu8.com/highlight/detail?id=2240490290","media":"seekingalpha","summary":"James D. Morgan/Getty Images NewsDelta Air Lines (NYSE:DAL) drove higher in Wednesday’s pre-market a","content":"<html><head></head><body><p></p><p><img src=\"https://static.tigerbbs.com/937538846d4b04777639a46c52786e66\" tg-width=\"750\" tg-height=\"493\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>James D. Morgan/Getty Images News</p><p></p><p>Delta Air Lines (NYSE:DAL) drove higher in Wednesday’s pre-market after again promoting strong demand for summer travel.</p><p>The airline said on Wednesday morning that it now expects strong results for the second quarter, with adjusted total revenue “fully restored to 2019” levels. Capacity forecasts, meanwhile, were cut by up to 2% from prior guidance to 84% of 2019 levels. </p><p>“Total unit revenues are expected to be 7 to 8 points better than initially expected on capacity that is 1 to 2 points lower than planned,” the update stated. “Unit revenue improvement is being driven by broad-based demand and pricing strength across consumer, business and international travel, with improvement through the quarter.”</p><p>To be sure, cost per available seat mile is expected to rise up to 22% from 2019 levels, up from prior forecasts of about 17%. Additionally, fuel price per gallon is expected to be between $3.60 and $3.70, above prior estimates set at $3.20 to $3.35. Both factors contribute to worries about margin pressure and surging airfare prices that could hamper demand.</p><p>Nonetheless, management indicated it still expects a 13 to 14% operating margin, at the high-end of initial guidance. That figure is only 3 to 4 points lower than the 2019 period despite a 70% rise in fuel prices from that point. Of course, the updated revenue estimates also suggest confidence in demand dynamics.</p><p>Shares rose 1.3% in pre-market trading on Wednesday.</p><p><img src=\"https://static.tigerbbs.com/7f8e053f2b44ab49fd33527a79089833\" tg-width=\"830\" tg-height=\"838\" width=\"100%\" height=\"auto\"/></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>Delta Shares Lifted by Bullish Investor Update, Slated Return to 2019 Revenue Trends</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\">\nDelta Shares Lifted by Bullish Investor Update, Slated Return to 2019 Revenue Trends\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-06-01 21:23 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/news/3844331-delta-shares-lifted-by-bullish-investor-update-slated-return-to-2019-revenue-trends><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>James D. Morgan/Getty Images NewsDelta Air Lines (NYSE:DAL) drove higher in Wednesday’s pre-market after again promoting strong demand for summer travel.The airline said on Wednesday morning that it ...</p>\n\n<a href=\"https://seekingalpha.com/news/3844331-delta-shares-lifted-by-bullish-investor-update-slated-return-to-2019-revenue-trends\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4008":"航空公司","DAL":"达美航空","BK4500":"航空公司"},"source_url":"https://seekingalpha.com/news/3844331-delta-shares-lifted-by-bullish-investor-update-slated-return-to-2019-revenue-trends","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"2240490290","content_text":"James D. Morgan/Getty Images NewsDelta Air Lines (NYSE:DAL) drove higher in Wednesday’s pre-market after again promoting strong demand for summer travel.The airline said on Wednesday morning that it now expects strong results for the second quarter, with adjusted total revenue “fully restored to 2019” levels. Capacity forecasts, meanwhile, were cut by up to 2% from prior guidance to 84% of 2019 levels. “Total unit revenues are expected to be 7 to 8 points better than initially expected on capacity that is 1 to 2 points lower than planned,” the update stated. “Unit revenue improvement is being driven by broad-based demand and pricing strength across consumer, business and international travel, with improvement through the quarter.”To be sure, cost per available seat mile is expected to rise up to 22% from 2019 levels, up from prior forecasts of about 17%. Additionally, fuel price per gallon is expected to be between $3.60 and $3.70, above prior estimates set at $3.20 to $3.35. Both factors contribute to worries about margin pressure and surging airfare prices that could hamper demand.Nonetheless, management indicated it still expects a 13 to 14% operating margin, at the high-end of initial guidance. That figure is only 3 to 4 points lower than the 2019 period despite a 70% rise in fuel prices from that point. Of course, the updated revenue estimates also suggest confidence in demand dynamics.Shares rose 1.3% in pre-market trading on Wednesday.","news_type":1},"isVote":1,"tweetType":1,"viewCount":609,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9024893674,"gmtCreate":1653835197298,"gmtModify":1676535348672,"author":{"id":"3548890322785063","authorId":"3548890322785063","name":"Chororo","avatar":"https://static.tigerbbs.com/0cbcbb673621a63bd8bb2f8219eded23","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3548890322785063","authorIdStr":"3548890322785063"},"themes":[],"htmlText":".&nbsp;","listText":".&nbsp;","text":".","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9024893674","repostId":"2238959566","repostType":4,"repost":{"id":"2238959566","pubTimestamp":1653881880,"share":"https://ttm.financial/m/news/2238959566?lang=&edition=fundamental","pubTime":"2022-05-30 11:38","market":"us","language":"en","title":"The Best Stocks to Invest $1,000 in Right Now","url":"https://stock-news.laohu8.com/highlight/detail?id=2238959566","media":"Motley Fool","summary":"Airbnb and Tesla both have fantastic potential for long-term investors.","content":"<html><head></head><body><p>Putting $1,000 into the stock market right now may seem like risky business. With inflation still stubbornly high and the Federal Reserve poised to continue raising rates, investors have shunned stocks in nearly every sector.</p><p>But here&#39;s the thing: While it feels like the market will never rebound, history tells us that it certainly will. And when it does, you&#39;ll be glad you were holding shares of great companies.</p><p>That&#39;s why you should consider putting some money toward <a href=\"https://laohu8.com/S/TSLA\">Tesla</a> and <a href=\"https://laohu8.com/S/ABNB\">Airbnb</a>. Because when the market eventually finds its footing, these two companies could end up being fantastic stocks to own for long-term investors.</p><h2><b>1. </b><a href=\"https://laohu8.com/S/ABNB\">Airbnb</a></h2><p>Airbnb&#39;s unique booking platform for short-term and long-term stays hasn&#39;t been a great market performer since it went public last year, but even as a shareholder, I&#39;m not worried. That&#39;s because the company is consistently growing in several key areas.</p><p>First, consider that the company&#39;s nights and experiences bookings surpassed pre-pandemic levels in the most recent quarter, reaching 102 million. Not only is that proof of a travel rebound, but it also marks the first time that Airbnb surpassed 100 million nights and experiences booked in a quarter.</p><p>Second, revenue is growing at a rapid pace. Sales reached $1.5 billion in the first quarter, an impressive 80% increase from the first quarter of 2019. That revenue growth further proves that when coronavirus restrictions were removed across the globe and vaccines became widely available. Travelers were quick to use Airbnb to book trips.</p><p>And finally, while Airbnb isn&#39;t profitable right now, the company&#39;s bottom line is improving. Before the pandemic, the company&#39;s net loss in the first quarter was $292 million, but two years later, Airbnb lost just $19 million.</p><p>With the company proving that it has already rebounded from the Covid-induced travel slump, investors may want to give this beaten-down stock strong consideration for their portfolio.</p><h2><b>2.</b> <a href=\"https://laohu8.com/S/TSLA\">Tesla</a></h2><p>Tesla is just coming off a fantastic quarter where the company reported strong sales and vehicle deliveries, despite factory shutdowns, rising inflation, and material shortages.</p><p>Tesla&#39;s first-quarter vehicle production spiked 69% from the year-ago quarter to 305,407 vehicles, and vehicle deliveries increased 68% to 310,048.</p><p>That growth is already impressive on its own, but it looks even better when you consider that Tesla had to manage a factory shutdown in Shanghai because of China&#39;s strict zero-Covid policies. Tesla was able to help offset the factory hiccups because it brought its Berlin factory online in March and opened its Texas factory in April.</p><p>Tesla&#39;s strong vehicle deliveries in the quarter translated into a staggering 87% increase in automotive revenue in the quarter to $16.9 billion. Part of the jump came from higher selling prices for its vehicles, which shows that even with price increases, the company&#39;s vehicles are still in high demand.</p><p>And finally, Tesla&#39;s operating margin was an impressive 19.2% in the first quarter, up from just 5.7% in the year-ago quarter and higher than the 14.7% operating margin in the fourth quarter.</p><p>For investors trying to find a company that successfully taps into the growing EV market, Tesla&#39;s latest quarter proves that the company knows how to manage production, increase sales, and boost operating margins all at the same time. That&#39;s far more than most EV makers can claim right now.</p></body></html>","source":"fool_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>The Best Stocks to Invest $1,000 in Right Now</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nThe Best Stocks to Invest $1,000 in Right Now\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-05-30 11:38 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2022/05/28/the-best-stocks-to-invest-1000-in-right-now/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Putting $1,000 into the stock market right now may seem like risky business. With inflation still stubbornly high and the Federal Reserve poised to continue raising rates, investors have shunned ...</p>\n\n<a href=\"https://www.fool.com/investing/2022/05/28/the-best-stocks-to-invest-1000-in-right-now/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TSLA":"特斯拉","ABNB":"爱彼迎"},"source_url":"https://www.fool.com/investing/2022/05/28/the-best-stocks-to-invest-1000-in-right-now/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2238959566","content_text":"Putting $1,000 into the stock market right now may seem like risky business. With inflation still stubbornly high and the Federal Reserve poised to continue raising rates, investors have shunned stocks in nearly every sector.But here's the thing: While it feels like the market will never rebound, history tells us that it certainly will. And when it does, you'll be glad you were holding shares of great companies.That's why you should consider putting some money toward Tesla and Airbnb. Because when the market eventually finds its footing, these two companies could end up being fantastic stocks to own for long-term investors.1. AirbnbAirbnb's unique booking platform for short-term and long-term stays hasn't been a great market performer since it went public last year, but even as a shareholder, I'm not worried. That's because the company is consistently growing in several key areas.First, consider that the company's nights and experiences bookings surpassed pre-pandemic levels in the most recent quarter, reaching 102 million. Not only is that proof of a travel rebound, but it also marks the first time that Airbnb surpassed 100 million nights and experiences booked in a quarter.Second, revenue is growing at a rapid pace. Sales reached $1.5 billion in the first quarter, an impressive 80% increase from the first quarter of 2019. That revenue growth further proves that when coronavirus restrictions were removed across the globe and vaccines became widely available. Travelers were quick to use Airbnb to book trips.And finally, while Airbnb isn't profitable right now, the company's bottom line is improving. Before the pandemic, the company's net loss in the first quarter was $292 million, but two years later, Airbnb lost just $19 million.With the company proving that it has already rebounded from the Covid-induced travel slump, investors may want to give this beaten-down stock strong consideration for their portfolio.2. TeslaTesla is just coming off a fantastic quarter where the company reported strong sales and vehicle deliveries, despite factory shutdowns, rising inflation, and material shortages.Tesla's first-quarter vehicle production spiked 69% from the year-ago quarter to 305,407 vehicles, and vehicle deliveries increased 68% to 310,048.That growth is already impressive on its own, but it looks even better when you consider that Tesla had to manage a factory shutdown in Shanghai because of China's strict zero-Covid policies. Tesla was able to help offset the factory hiccups because it brought its Berlin factory online in March and opened its Texas factory in April.Tesla's strong vehicle deliveries in the quarter translated into a staggering 87% increase in automotive revenue in the quarter to $16.9 billion. Part of the jump came from higher selling prices for its vehicles, which shows that even with price increases, the company's vehicles are still in high demand.And finally, Tesla's operating margin was an impressive 19.2% in the first quarter, up from just 5.7% in the year-ago quarter and higher than the 14.7% operating margin in the fourth quarter.For investors trying to find a company that successfully taps into the growing EV market, Tesla's latest quarter proves that the company knows how to manage production, increase sales, and boost operating margins all at the same time. That's far more than most EV makers can claim right now.","news_type":1},"isVote":1,"tweetType":1,"viewCount":235,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9025732272,"gmtCreate":1653741764396,"gmtModify":1676535335389,"author":{"id":"3548890322785063","authorId":"3548890322785063","name":"Chororo","avatar":"https://static.tigerbbs.com/0cbcbb673621a63bd8bb2f8219eded23","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3548890322785063","authorIdStr":"3548890322785063"},"themes":[],"htmlText":".&nbsp;","listText":".&nbsp;","text":".","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9025732272","repostId":"2238603909","repostType":4,"repost":{"id":"2238603909","pubTimestamp":1653795744,"share":"https://ttm.financial/m/news/2238603909?lang=&edition=fundamental","pubTime":"2022-05-29 11:42","market":"us","language":"en","title":"Earnings Week Ahead: Salesforce, Gamestop, Lululemon and more","url":"https://stock-news.laohu8.com/highlight/detail?id=2238603909","media":"seekingalpha","summary":"Earnings season is accelerating towards the finish line, with such high-profile names as Victoria’s ","content":"<html><head></head><body><p>Earnings season is accelerating towards the finish line, with such high-profile names as <a href=\"https://laohu8.com/S/VSCO\">Victoria’s Secret</a>, <a href=\"https://laohu8.com/S/RH\">RH</a>, <a href=\"https://laohu8.com/S/CRM\">Salesforce</a>, <a href=\"https://laohu8.com/S/GME\">Gamestop</a>, and <a href=\"https://laohu8.com/S/LULU\">Lululemon</a> set to report next week.</p><p>With many of the twists and turns stemming from earnings reports in the retail sector like <a href=\"https://laohu8.com/S/WMT\">Walmart</a> and <a href=\"https://laohu8.com/S/TGT\">Target</a>, tech in terms of <a href=\"https://laohu8.com/S/NVDA\">Nvidia</a> and <a href=\"https://laohu8.com/S/DELL\">Dell Technologies</a>, and the energy sector via <a href=\"https://laohu8.com/S/CVX\">Chevron</a> and <a href=\"https://laohu8.com/S/XOM\">Exxon Mobil</a> already realized, the remaining names set to report could set the path forward for summer trading. Or, in line with the trend in recent weeks, the reports could prompt more wild swings in individual stocks, broader sectors, and even major indices.</p><p>Below are some key reports to monitor during the holiday-shortened week ahead:</p><h2>Monday, May 30</h2><p><i>Market closed for Memorial Day</i></p><h2>Tuesday, May 31</h2><p><a href=\"https://laohu8.com/S/WB\">Weibo Corp.</a></p><p>With U.S. markets closed for the Memorial Day holiday, Chinese social media giant Weibo (WB) moved its first quarter earnings report to Tuesday before the market open. Coming off of an <a href=\"https://laohu8.com/S/BABA\">Alibaba</a> driven bounce to close the prior week’s trading, Weibo could potentially promote more positivity on Chinese stocks:</p><ul><li><p><b>Consensus EPS Estimate</b>: $0.46</p></li><li><p><b>Consensus Revenue Estimate</b>: $473.76M</p></li></ul><p><a href=\"https://laohu8.com/S/CRM\">Salesforce</a></p><p>The SaaS stalwart will report after the bell on Tuesday, seeking to stem the tide of steep declines for the stock year to date. The Marc Benioff-led software giant has been a consistent performer on earnings, pushing past analyst estimates without a pause for the past two years. However, concerns are building ahead of the quarterly report that a softer book of renewal business could cause the company to come up short of the mark on Tuesday. Either way, the report will serve as an important bellwether for investors eyeing the software space and especially cloud stocks after</p><ul><li><p><b>Consensus EPS Estimate</b>: $0.94</p></li><li><p><b>Consensus Revenue Estimate</b>: $7.38B</p></li><li><p><b>Things to Watch</b>: Guidance and commentary on demand</p></li></ul><p><a href=\"https://laohu8.com/S/AMBA\">Ambarella, Inc.</a></p><p>Ambarella, Inc. (AMBA) has been a consistent performer in recent quarters, beating the analyst consensus on top and bottom lines for the past eight quarters in a row. Yet the semiconductor industry is coming into question as of late as supply and demand dynamics shift out of a shortage and cracks in the bull thesis start to shine through. After weaker-than-expected guidance from Nvidia (NVDA), a strong report post-market from an automotive-focused semiconductor player could be a positive catalyst for the industry.</p><ul><li><p><b>Consensus EPS Estimate</b>: $0.37</p></li><li><p><b>Consensus Revenue Estimate</b>: $90.06M</p></li><li><p><b>Things to Watch</b>: Inventory commentary</p></li></ul><p><a href=\"https://laohu8.com/S/CHPT\">ChargePoint</a></p><p>On the opposite end of the consistency spectrum from Salesforce, Chargepoint Holdings (CHPT) has disappointed on EPS estimates in each of the last five quarters. While positive results from key competitors EVgo (EVGO) and Volta (VLTA) could encourage some optimism, the consequences of a miss by CHPT could be dire should the market move be negative. A beat on the bottom line, therefore, will be pivotal in the company’s post-market report.</p><ul><li><p><b>Consensus EPS Estimate</b>: ($0.18)</p></li><li><p><b>Consensus Revenue Estimate</b>: $76.05M</p></li><li><p><b>Things to Watch</b>: EV adoption commentary, lighter losses</p></li></ul><p><a href=\"https://laohu8.com/S/VSCO\">Victoria&#39;s Secret &amp; Co.</a></p><p>Retail stocks have been a rollercoaster ride for traders in earnings season thus far. With Victoria’s Secret (VSCO) reporting after the close on Tuesday, there could be more twists and turns yet. After a 20% drop in 2022 thus far, shares are trading at an exceedingly cheap multiple. However, as retail earnings have revealed recently, some stocks are cheap for good reason:</p><ul><li><p><b>Consensus EPS Estimate</b>: $0.84</p></li><li><p><b>Consensus Revenue Estimate</b>: $1.47B</p></li><li><p><b>Things to Watch</b>: Inventory and inflation impact</p></li></ul><p><a href=\"https://laohu8.com/S/HPQ\">HP Inc.</a></p><p>After Dell (DELL) was able to drive higher on earnings, HP’s (HPQ) earnings could provide further color on the PC market as many players continue to contend with supply chain shortages. Management’s ability to court confidence amid inflation and supply-chain problems could prove pivotal to both its stock and the sub-sector it occupies.</p><ul><li><p><b>Consensus EPS Estimate</b>: $1.05</p></li><li><p><b>Consensus Revenue Estimate</b>: $16.19B</p></li><li><p><b>Things to Watch</b>: China concerns and supply-chain commentary</p></li></ul><h2>Wednesday, June 1</h2><p><a href=\"https://laohu8.com/S/PVH\">PVH Corp</a></p><p>PVH (PVH) should provide more perspective on retail-industry trends on Wednesday. The Calvin Klein parent is expected to bounce back to 2019 sales levels, a high bar to clear in an uncertain retail environment. However, the company was recently noted by Goldman Sachs as a retailer with strong and stable margins. If that is the case, the company could well best estimates and encourage a sustained bounce for the beaten down sector.</p><ul><li><p><b>Consensus EPS Estimate</b>: $1.60</p></li><li><p><b>Consensus Revenue Estimate</b>: $2.09B</p></li><li><p><b>Things to Watch</b>: China sales, inventory issues</p></li></ul><p><a href=\"https://laohu8.com/S/CPRI\">Capri Holdings</a></p><p>Much the same as PVH, Capri Holdings (CPRI) is likely to set the course for apparel retailers on its earnings-release day. It is worth noting that while the stock has fallen more than 30% in 2022, its slide was perhaps exacerbated by large-scale divestment by Melvin Capital as that hedge fund liquidated. Metrics like margins and inventory are likely to come into focus for the Michael Kors parent, much the same as with many other retailers.</p><ul><li><p><b>Consensus EPS Estimate</b>: $0.82</p></li><li><p><b>Consensus Revenue Estimate</b>: $1.41B</p></li><li><p><b>Things to Watch</b>: Inventory, margin maintenance</p></li></ul><p><a href=\"https://laohu8.com/S/GME\">GameStop</a></p><p>The king of meme stocks has seen wild swings in recent weeks, sustaining significant momentum even as short interest becomes a concern again. Additionally, with Ken Griffin and broker-dealers being drawn into the crossfire, the stock’s loyal base of retail investors is once again rallying around the name. As the company pivots to NFTs at an inopportune moment, the path ahead and the potential reaction to the earnings result are anyone’s guess.</p><ul><li><p><b>Consensus EPS Estimate</b>: ($1.22)</p></li><li><p><b>Consensus Revenue Estimate</b>: $1.32B</p></li><li><p><b>Things to Watch</b>: Forward guidance, update on NFT push</p></li></ul><p><a href=\"https://laohu8.com/S/VEEV\">Veeva Systems</a></p><p>Veeva Systems (VEEV) will look to make up for an inauspicious Q4 report in March with its Q1 report. The cloud-based software for the life sciences industry is dealing with concerns that its growth trajectory is moderating, with analysts arguing on both sides of the issue. VEEV’s results and management commentary on Wednesday will likely tip the scales in the short term on this debate.</p><ul><li><p><b>Consensus EPS Estimate</b>: $0.92</p></li><li><p><b>Consensus Revenue Estimate</b>: $495.88M</p></li><li><p><b>Things to Watch</b>: Guidance and commentary on growth trajectory</p></li></ul><p><a href=\"https://laohu8.com/S/MDB\">MongoDB</a></p><p>MongoDB remains a favorite on Wall Street despite sliding sharply from its 52-week high of $590. Analysts have noted that the company appears to have significant competitive advantages over rivals like Amazon Web Services from Amazon (AMZN). As such, the company is leading the mega-trend to build new applications using a micro-services architecture and increasing use cases. With a bullish tenor building and shares rebounding in recent weeks, management will need to make good on optimistic assumptions to carry upward momentum into the summer.</p><ul><li><p><b>Consensus EPS Estimate</b>: ($0.10)</p></li><li><p><b>Consensus Revenue Estimate</b>: $267.10M</p></li><li><p><b>Things to Watch</b>: Demand and market share</p></li></ul><p><a href=\"https://laohu8.com/S/CHWY\">Chewy</a></p><p>Chewy (CHWY) has been a poster child for the erosion of share prices across the eCommerce industry in recent months. From Shopify (SHOP) to <a href=\"https://laohu8.com/S/W\">Wayfair</a> (W), numerous high-flying pandemic darlings have dropped precipitously in 2022. Chewy will be tasked with attempting to turn this trend around, though analysts are not optimistic.</p><ul><li><p><b>Consensus EPS Estimate</b>: ($0.13)</p></li><li><p><b>Consensus Revenue Estimate</b>: $2.41B</p></li><li><p><b>Things to Watch</b>: Bottom line (has missed 6 straight quarters)</p></li></ul><p><a href=\"https://laohu8.com/S/HOV\">Hovnanian</a></p><p>Homebuilders are hitting some significant headwinds as interest rates rise and housing demand tapers off. In April, home sales fell 16.6% to 591K vs. 750K expected. Despite these trends, homebuilders (XHB) have actually gained sharply ahead of Hovnanian’s (HOV) earnings.</p><ul><li><p>Estimates unavailable</p></li></ul><p><a href=\"https://laohu8.com/S/S\">SentinelOne</a></p><p>Cybersecurity is a hot space given geopolitical events, and earnings from SentinelOne (S) will offer a key perspective on the space. Luckily for management, earnings per share estimates have been revised downward a stunning 15 times in the last three months, offering a lower bar to clear. Strong earnings from Zscaler (ZS) have already built in some optimism ahead of the quarter. Still, loss-making firms have not often been well-received in recent weeks, even if they beat estimates.</p><ul><li><p><b>Consensus EPS Estimate</b>: ($0.24)</p></li><li><p><b>Consensus Revenue Estimate</b>: $74.64M</p></li><li><p><b>Things to Watch</b>: Demand commentary on cyberattacks, profit forecast</p></li></ul><h2>Thursday, June 2</h2><p><a href=\"https://laohu8.com/S/HRL\">Hormel</a></p><p>Consumer staples have attracted significant interest from investors in recent weeks as recession fears build to a fever pitch. Among the typical stand-by stocks is Hormel (HRL), the maker of such beloved products as Spam, Skippy peanut butter and Planters peanuts. The company has been somewhat inconsistent in meeting EPS estimates in recent quarters, though analysts are confident in the company’s pricing power in an inflationary environment.</p><ul><li><p><b>Consensus EPS Estimate</b>: $0.47</p></li><li><p><b>Consensus Revenue Estimate</b>: $3.06B</p></li><li><p><b>Things to Watch</b>: Margins and sales forecasts</p></li></ul><p><a href=\"https://laohu8.com/S/RH\">RH</a></p><p>In its last earnings release, RH (RH) CEO Gary Friedman captured the market’s attention with warnings that inflation at present evoked memories of the Bear Stearns meltdown during the financial crisis. As the company sets to report once again, commentary on the health of affluent consumers and the trends in consumer appetites will be critical.</p><ul><li><p><b>Consensus EPS</b> <b>Estimates</b>: $5.35</p></li><li><p><b>Consensus Revenue Estimates</b>: $924.76M</p></li><li><p><b>Things to Watch</b>: Inflation commentary</p></li></ul><p><a href=\"https://laohu8.com/S/LULU\">Lululemon</a></p><p>Lululemon Athletica (LULU) has slumped in the past month, sliding nearly 40% recent weeks. Concerns over consumers trading down has apparently taken a toll on the retailer and its elevated price offerings. However, with consumers still holding more cash than historical norms, the leggings leader could offer an attractive pre-earnings entry point, according to some analysts. Still, forecasting a retailer’s earnings-day action is far from an easy task these days.</p><ul><li><p><b>Consensus EPS Estimate</b>: $1.43</p></li><li><p><b>Consensus Revenue Estimate</b>: $1.55B</p></li><li><p><b>Things to Watch</b>: Comparable sales, demand forecast, pricing</p></li></ul><p><a href=\"https://laohu8.com/S/PD\">PagerDuty</a></p><p>PagerDuty (PD) was a high-flying favorite shortly after its 2020 IPO. However, the stock has since had trouble recapturing the magic that drove it to all-time highs in that period. Still, PD has been a big mover on earnings in recent quarters, with a large Q4 beat in March sending shares soaring. Continued user growth and a clear path to profits will be pivotal to garnering another similar action on Thursday.</p><ul><li><p><b>Consensus EPS Estimate</b>: ($0.08)</p></li><li><p><b>Consensus Revenue Estimate</b>: $82.85M</p></li><li><p><b>Things to Watch</b>: Bottom line guidance and paid customer growth</p></li></ul><p><a href=\"https://laohu8.com/S/OKTA\">Okta</a></p><p>In yet another cybersecurity stock to watch, Okta (OKTA) could offer a key opportunity for investors eyeing the space. Much the same as Palo Alto (PANW) promoted a pop despite widespread selling pressure in the market, a strong result from Okta could provide a pocket of safety in cybersecurity. Still, the stock is by no means cheap even after an over 60% drawdown from its 2021 peak. As such, a miss could provoke an outsized slide on earnings day, adding risk for speculators ahead of the print.</p><ul><li><p><b>Consensus EPS Estimate</b>: ($0.34)</p></li><li><p><b>Consensus Revenue Estimate</b>: $388.78M</p></li><li><p><b>Things to Watch:</b> Market share dynamics as OKTA becomes a short candidate based on competition.</p></li></ul><h2>Friday, June 2</h2><p><a href=\"https://laohu8.com/S/GIII\">G-III Apparel</a></p><p>Rounding out apparel retail, G-III Apparel (GIII) will offer the week’s final word on retail demand and consumer trends with its broad base of home and licensed brands.</p><ul><li><p><b>Consensus EPS Estimate</b>: $0.55</p></li><li><p><b>Consensus Revenue Estimate</b>: $592.87M</p></li><li><b>Things to Watch</b>: Inventories</li></ul></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>Earnings Week Ahead: Salesforce, Gamestop, Lululemon and more</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nEarnings Week Ahead: Salesforce, Gamestop, Lululemon and more\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-05-29 11:42 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/news/3843577-earnings-week-ahead-salesforce-gamestop-lululemon-and-more><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Earnings season is accelerating towards the finish line, with such high-profile names as Victoria’s Secret, RH, Salesforce, Gamestop, and Lululemon set to report next week.With many of the twists and ...</p>\n\n<a href=\"https://seekingalpha.com/news/3843577-earnings-week-ahead-salesforce-gamestop-lululemon-and-more\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"GME":"游戏驿站"},"source_url":"https://seekingalpha.com/news/3843577-earnings-week-ahead-salesforce-gamestop-lululemon-and-more","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"2238603909","content_text":"Earnings season is accelerating towards the finish line, with such high-profile names as Victoria’s Secret, RH, Salesforce, Gamestop, and Lululemon set to report next week.With many of the twists and turns stemming from earnings reports in the retail sector like Walmart and Target, tech in terms of Nvidia and Dell Technologies, and the energy sector via Chevron and Exxon Mobil already realized, the remaining names set to report could set the path forward for summer trading. Or, in line with the trend in recent weeks, the reports could prompt more wild swings in individual stocks, broader sectors, and even major indices.Below are some key reports to monitor during the holiday-shortened week ahead:Monday, May 30Market closed for Memorial DayTuesday, May 31Weibo Corp.With U.S. markets closed for the Memorial Day holiday, Chinese social media giant Weibo (WB) moved its first quarter earnings report to Tuesday before the market open. Coming off of an Alibaba driven bounce to close the prior week’s trading, Weibo could potentially promote more positivity on Chinese stocks:Consensus EPS Estimate: $0.46Consensus Revenue Estimate: $473.76MSalesforceThe SaaS stalwart will report after the bell on Tuesday, seeking to stem the tide of steep declines for the stock year to date. The Marc Benioff-led software giant has been a consistent performer on earnings, pushing past analyst estimates without a pause for the past two years. However, concerns are building ahead of the quarterly report that a softer book of renewal business could cause the company to come up short of the mark on Tuesday. Either way, the report will serve as an important bellwether for investors eyeing the software space and especially cloud stocks afterConsensus EPS Estimate: $0.94Consensus Revenue Estimate: $7.38BThings to Watch: Guidance and commentary on demandAmbarella, Inc.Ambarella, Inc. (AMBA) has been a consistent performer in recent quarters, beating the analyst consensus on top and bottom lines for the past eight quarters in a row. Yet the semiconductor industry is coming into question as of late as supply and demand dynamics shift out of a shortage and cracks in the bull thesis start to shine through. After weaker-than-expected guidance from Nvidia (NVDA), a strong report post-market from an automotive-focused semiconductor player could be a positive catalyst for the industry.Consensus EPS Estimate: $0.37Consensus Revenue Estimate: $90.06MThings to Watch: Inventory commentaryChargePointOn the opposite end of the consistency spectrum from Salesforce, Chargepoint Holdings (CHPT) has disappointed on EPS estimates in each of the last five quarters. While positive results from key competitors EVgo (EVGO) and Volta (VLTA) could encourage some optimism, the consequences of a miss by CHPT could be dire should the market move be negative. A beat on the bottom line, therefore, will be pivotal in the company’s post-market report.Consensus EPS Estimate: ($0.18)Consensus Revenue Estimate: $76.05MThings to Watch: EV adoption commentary, lighter lossesVictoria's Secret & Co.Retail stocks have been a rollercoaster ride for traders in earnings season thus far. With Victoria’s Secret (VSCO) reporting after the close on Tuesday, there could be more twists and turns yet. After a 20% drop in 2022 thus far, shares are trading at an exceedingly cheap multiple. However, as retail earnings have revealed recently, some stocks are cheap for good reason:Consensus EPS Estimate: $0.84Consensus Revenue Estimate: $1.47BThings to Watch: Inventory and inflation impactHP Inc.After Dell (DELL) was able to drive higher on earnings, HP’s (HPQ) earnings could provide further color on the PC market as many players continue to contend with supply chain shortages. Management’s ability to court confidence amid inflation and supply-chain problems could prove pivotal to both its stock and the sub-sector it occupies.Consensus EPS Estimate: $1.05Consensus Revenue Estimate: $16.19BThings to Watch: China concerns and supply-chain commentaryWednesday, June 1PVH CorpPVH (PVH) should provide more perspective on retail-industry trends on Wednesday. The Calvin Klein parent is expected to bounce back to 2019 sales levels, a high bar to clear in an uncertain retail environment. However, the company was recently noted by Goldman Sachs as a retailer with strong and stable margins. If that is the case, the company could well best estimates and encourage a sustained bounce for the beaten down sector.Consensus EPS Estimate: $1.60Consensus Revenue Estimate: $2.09BThings to Watch: China sales, inventory issuesCapri HoldingsMuch the same as PVH, Capri Holdings (CPRI) is likely to set the course for apparel retailers on its earnings-release day. It is worth noting that while the stock has fallen more than 30% in 2022, its slide was perhaps exacerbated by large-scale divestment by Melvin Capital as that hedge fund liquidated. Metrics like margins and inventory are likely to come into focus for the Michael Kors parent, much the same as with many other retailers.Consensus EPS Estimate: $0.82Consensus Revenue Estimate: $1.41BThings to Watch: Inventory, margin maintenanceGameStopThe king of meme stocks has seen wild swings in recent weeks, sustaining significant momentum even as short interest becomes a concern again. Additionally, with Ken Griffin and broker-dealers being drawn into the crossfire, the stock’s loyal base of retail investors is once again rallying around the name. As the company pivots to NFTs at an inopportune moment, the path ahead and the potential reaction to the earnings result are anyone’s guess.Consensus EPS Estimate: ($1.22)Consensus Revenue Estimate: $1.32BThings to Watch: Forward guidance, update on NFT pushVeeva SystemsVeeva Systems (VEEV) will look to make up for an inauspicious Q4 report in March with its Q1 report. The cloud-based software for the life sciences industry is dealing with concerns that its growth trajectory is moderating, with analysts arguing on both sides of the issue. VEEV’s results and management commentary on Wednesday will likely tip the scales in the short term on this debate.Consensus EPS Estimate: $0.92Consensus Revenue Estimate: $495.88MThings to Watch: Guidance and commentary on growth trajectoryMongoDBMongoDB remains a favorite on Wall Street despite sliding sharply from its 52-week high of $590. Analysts have noted that the company appears to have significant competitive advantages over rivals like Amazon Web Services from Amazon (AMZN). As such, the company is leading the mega-trend to build new applications using a micro-services architecture and increasing use cases. With a bullish tenor building and shares rebounding in recent weeks, management will need to make good on optimistic assumptions to carry upward momentum into the summer.Consensus EPS Estimate: ($0.10)Consensus Revenue Estimate: $267.10MThings to Watch: Demand and market shareChewyChewy (CHWY) has been a poster child for the erosion of share prices across the eCommerce industry in recent months. From Shopify (SHOP) to Wayfair (W), numerous high-flying pandemic darlings have dropped precipitously in 2022. Chewy will be tasked with attempting to turn this trend around, though analysts are not optimistic.Consensus EPS Estimate: ($0.13)Consensus Revenue Estimate: $2.41BThings to Watch: Bottom line (has missed 6 straight quarters)HovnanianHomebuilders are hitting some significant headwinds as interest rates rise and housing demand tapers off. In April, home sales fell 16.6% to 591K vs. 750K expected. Despite these trends, homebuilders (XHB) have actually gained sharply ahead of Hovnanian’s (HOV) earnings.Estimates unavailableSentinelOneCybersecurity is a hot space given geopolitical events, and earnings from SentinelOne (S) will offer a key perspective on the space. Luckily for management, earnings per share estimates have been revised downward a stunning 15 times in the last three months, offering a lower bar to clear. Strong earnings from Zscaler (ZS) have already built in some optimism ahead of the quarter. Still, loss-making firms have not often been well-received in recent weeks, even if they beat estimates.Consensus EPS Estimate: ($0.24)Consensus Revenue Estimate: $74.64MThings to Watch: Demand commentary on cyberattacks, profit forecastThursday, June 2HormelConsumer staples have attracted significant interest from investors in recent weeks as recession fears build to a fever pitch. Among the typical stand-by stocks is Hormel (HRL), the maker of such beloved products as Spam, Skippy peanut butter and Planters peanuts. The company has been somewhat inconsistent in meeting EPS estimates in recent quarters, though analysts are confident in the company’s pricing power in an inflationary environment.Consensus EPS Estimate: $0.47Consensus Revenue Estimate: $3.06BThings to Watch: Margins and sales forecastsRHIn its last earnings release, RH (RH) CEO Gary Friedman captured the market’s attention with warnings that inflation at present evoked memories of the Bear Stearns meltdown during the financial crisis. As the company sets to report once again, commentary on the health of affluent consumers and the trends in consumer appetites will be critical.Consensus EPS Estimates: $5.35Consensus Revenue Estimates: $924.76MThings to Watch: Inflation commentaryLululemonLululemon Athletica (LULU) has slumped in the past month, sliding nearly 40% recent weeks. Concerns over consumers trading down has apparently taken a toll on the retailer and its elevated price offerings. However, with consumers still holding more cash than historical norms, the leggings leader could offer an attractive pre-earnings entry point, according to some analysts. Still, forecasting a retailer’s earnings-day action is far from an easy task these days.Consensus EPS Estimate: $1.43Consensus Revenue Estimate: $1.55BThings to Watch: Comparable sales, demand forecast, pricingPagerDutyPagerDuty (PD) was a high-flying favorite shortly after its 2020 IPO. However, the stock has since had trouble recapturing the magic that drove it to all-time highs in that period. Still, PD has been a big mover on earnings in recent quarters, with a large Q4 beat in March sending shares soaring. Continued user growth and a clear path to profits will be pivotal to garnering another similar action on Thursday.Consensus EPS Estimate: ($0.08)Consensus Revenue Estimate: $82.85MThings to Watch: Bottom line guidance and paid customer growthOktaIn yet another cybersecurity stock to watch, Okta (OKTA) could offer a key opportunity for investors eyeing the space. Much the same as Palo Alto (PANW) promoted a pop despite widespread selling pressure in the market, a strong result from Okta could provide a pocket of safety in cybersecurity. Still, the stock is by no means cheap even after an over 60% drawdown from its 2021 peak. As such, a miss could provoke an outsized slide on earnings day, adding risk for speculators ahead of the print.Consensus EPS Estimate: ($0.34)Consensus Revenue Estimate: $388.78MThings to Watch: Market share dynamics as OKTA becomes a short candidate based on competition.Friday, June 2G-III ApparelRounding out apparel retail, G-III Apparel (GIII) will offer the week’s final word on retail demand and consumer trends with its broad base of home and licensed brands.Consensus EPS Estimate: $0.55Consensus Revenue Estimate: $592.87MThings to Watch: Inventories","news_type":1},"isVote":1,"tweetType":1,"viewCount":337,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9025163941,"gmtCreate":1653640009083,"gmtModify":1676535319658,"author":{"id":"3548890322785063","authorId":"3548890322785063","name":"Chororo","avatar":"https://static.tigerbbs.com/0cbcbb673621a63bd8bb2f8219eded23","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3548890322785063","authorIdStr":"3548890322785063"},"themes":[],"htmlText":".&nbsp;","listText":".&nbsp;","text":".","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9025163941","repostId":"1150756761","repostType":4,"repost":{"id":"1150756761","weMediaInfo":{"introduction":"Dow Jones publishes the world’s most trusted business news and financial information in a variety of media.","home_visible":1,"media_name":"Dow Jones","id":"1012688067","head_image":"https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99"},"pubTimestamp":1653638026,"share":"https://ttm.financial/m/news/1150756761?lang=&edition=fundamental","pubTime":"2022-05-27 15:53","market":"us","language":"en","title":"GSK's Cervarix Two-Dose Vaccine Schedule Approved in China","url":"https://stock-news.laohu8.com/highlight/detail?id=1150756761","media":"Dow Jones","summary":"GSK PLC said Friday that China has approved a two-dose schedule for its Cervarix vaccine for girls a","content":"<html><head></head><body><p>GSK PLC said Friday that China has approved a two-dose schedule for its Cervarix vaccine for girls aged nine to 14.</p><p>The healthcare company said that the vaccine is against certain types of cancer-causing human papillomavirus. In 2020, there were 110,000 new cases of cervical cancer and 59,000 deaths due to the disease in China, it said.</p><p>The authorization of the two-dose regime by the Chinese regulator adds to approvals in around 100 countries. The three-dose schedule remains on the label for girls and women aged 15-45 years in China, GSK said.</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>GSK's Cervarix Two-Dose Vaccine Schedule Approved in China</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\">\nGSK's Cervarix Two-Dose Vaccine Schedule Approved in China\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1012688067\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Dow Jones </p>\n<p class=\"h-time\">2022-05-27 15:53</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>GSK PLC said Friday that China has approved a two-dose schedule for its Cervarix vaccine for girls aged nine to 14.</p><p>The healthcare company said that the vaccine is against certain types of cancer-causing human papillomavirus. In 2020, there were 110,000 new cases of cervical cancer and 59,000 deaths due to the disease in China, it said.</p><p>The authorization of the two-dose regime by the Chinese regulator adds to approvals in around 100 countries. The three-dose schedule remains on the label for girls and women aged 15-45 years in China, GSK said.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"GSK":"葛兰素史克"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1150756761","content_text":"GSK PLC said Friday that China has approved a two-dose schedule for its Cervarix vaccine for girls aged nine to 14.The healthcare company said that the vaccine is against certain types of cancer-causing human papillomavirus. In 2020, there were 110,000 new cases of cervical cancer and 59,000 deaths due to the disease in China, it said.The authorization of the two-dose regime by the Chinese regulator adds to approvals in around 100 countries. The three-dose schedule remains on the label for girls and women aged 15-45 years in China, GSK said.","news_type":1},"isVote":1,"tweetType":1,"viewCount":374,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9022578741,"gmtCreate":1653560197983,"gmtModify":1676535303944,"author":{"id":"3548890322785063","authorId":"3548890322785063","name":"Chororo","avatar":"https://static.tigerbbs.com/0cbcbb673621a63bd8bb2f8219eded23","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3548890322785063","authorIdStr":"3548890322785063"},"themes":[],"htmlText":".&nbsp;","listText":".&nbsp;","text":".","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9022578741","repostId":"2238486955","repostType":4,"repost":{"id":"2238486955","pubTimestamp":1653558882,"share":"https://ttm.financial/m/news/2238486955?lang=&edition=fundamental","pubTime":"2022-05-26 17:54","market":"us","language":"en","title":"Macy's Earnings Are Coming. Investors Want to See if Shoppers' Spending Habits Held Up","url":"https://stock-news.laohu8.com/highlight/detail?id=2238486955","media":"Barrons","summary":"Macy's will report fiscal first-quarter results early Thursday, and investors will be keen to know i","content":"<html><head></head><body><p>Macy&#39;s will report fiscal first-quarter results early Thursday, and investors will be keen to know if its shoppers&#39; spending habits held up as well as they did at Nordstrom.</p><p>Analysts expect Macy&#39;s to earn 82 cents a share, more than double the 39 cents in the year-ago period, on revenue of $5.33 billion, up from $4.71 billion last year.</p><p>The results come on the heels of a better-than-expected report from fellow department store Nordstrom <a href=\"https://laohu8.com/S/JWN\">$(JWN)$</a>, which bucked this earnings season&#39;s trend of gloomy outlooks with a robust increase to its forecast.</p><p>That said, Nordstrom tends to cater to a wealthier clientele than Macy&#39;s. Kohl&#39;s <a href=\"https://laohu8.com/S/KSS\">$(KSS)$</a>, by contrast, disappointed when it reported results last week.</p><p>Retailers in general have been fairly split this quarter, as those with a lower-income core customer, like Walmart seeing shoppers pull back a bit. Those higher up the income scale haven&#39;t seen much demand destruction.</p><p>Macy&#39;s tends to fall somewhere in the middle, so the market will want to know how its consumers are handling the current environment, as well as whether or not the company has been able to navigate supply-side demands, like higher transit costs, that have weighed on so many retailers recently.</p></body></html>","source":"lsy1601382232898","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>Macy's Earnings Are Coming. Investors Want to See if Shoppers' Spending Habits Held Up</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\">\nMacy's Earnings Are Coming. Investors Want to See if Shoppers' Spending Habits Held Up\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-05-26 17:54 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.barrons.com/articles/macys-earnings-are-coming-investors-want-to-see-if-shoppers-spending-habits-held-up-51653497791?mod=hp_LEAD_4><strong>Barrons</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Macy's will report fiscal first-quarter results early Thursday, and investors will be keen to know if its shoppers' spending habits held up as well as they did at Nordstrom.Analysts expect Macy's to ...</p>\n\n<a href=\"https://www.barrons.com/articles/macys-earnings-are-coming-investors-want-to-see-if-shoppers-spending-habits-held-up-51653497791?mod=hp_LEAD_4\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"M":"梅西百货"},"source_url":"https://www.barrons.com/articles/macys-earnings-are-coming-investors-want-to-see-if-shoppers-spending-habits-held-up-51653497791?mod=hp_LEAD_4","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2238486955","content_text":"Macy's will report fiscal first-quarter results early Thursday, and investors will be keen to know if its shoppers' spending habits held up as well as they did at Nordstrom.Analysts expect Macy's to earn 82 cents a share, more than double the 39 cents in the year-ago period, on revenue of $5.33 billion, up from $4.71 billion last year.The results come on the heels of a better-than-expected report from fellow department store Nordstrom $(JWN)$, which bucked this earnings season's trend of gloomy outlooks with a robust increase to its forecast.That said, Nordstrom tends to cater to a wealthier clientele than Macy's. Kohl's $(KSS)$, by contrast, disappointed when it reported results last week.Retailers in general have been fairly split this quarter, as those with a lower-income core customer, like Walmart seeing shoppers pull back a bit. Those higher up the income scale haven't seen much demand destruction.Macy's tends to fall somewhere in the middle, so the market will want to know how its consumers are handling the current environment, as well as whether or not the company has been able to navigate supply-side demands, like higher transit costs, that have weighed on so many retailers recently.","news_type":1},"isVote":1,"tweetType":1,"viewCount":102,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9022905025,"gmtCreate":1653449763667,"gmtModify":1676535284894,"author":{"id":"3548890322785063","authorId":"3548890322785063","name":"Chororo","avatar":"https://static.tigerbbs.com/0cbcbb673621a63bd8bb2f8219eded23","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3548890322785063","authorIdStr":"3548890322785063"},"themes":[],"htmlText":".&nbsp;","listText":".&nbsp;","text":".","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9022905025","repostId":"1128005757","repostType":4,"repost":{"id":"1128005757","pubTimestamp":1653448289,"share":"https://ttm.financial/m/news/1128005757?lang=&edition=fundamental","pubTime":"2022-05-25 11:11","market":"other","language":"en","title":"ASX Update: Gold Miners, Blue-Chips Lead","url":"https://stock-news.laohu8.com/highlight/detail?id=1128005757","media":"The Market Herald","summary":"Gold miners, supermarkets and bank stocks helped steer the market higher as trading turned defensive","content":"<html><head></head><body><p>Gold miners, supermarkets and bank stocks helped steer the market higher as trading turned defensive following further signs of a US economic slowdown.</p><p>The <b>S&amp;P/ASX 200</b> rallied 44 points or 0.62 percent by mid-session. A sharp retreat in tech stocks was outweighed by solid gains in lenders and traditional havens.</p><h2>What’s driving the market</h2><p>The Australian market moved back into positive territory for the week as investors found the positives in a mixed finish on Wall Street. A slim win for the Dow handed Australian traders a blueprint for today, even as the Nasdaq Composite hit the skids.</p><p>The <b>Dow</b> overcame early weakness, edging up 0.15 percent as a decline in treasury yields encouraged rotation into stocks with similar properties to bonds. Yields fell as private-sector business growth decelerated and home sales declined, sharpening worries about an economic slowdown as the Federal Reserve raises rates.</p><p>The <b>Nasdaq Composite</b> sat out the intraday recovery, shedding 2.35 percent as a revenue warning from Snap weighed on ad-dependent online businesses. The S&amp;P 500 lost 0.81 percent.</p><p>“Investors fled social media stocks on fears that the deteriorating macroeconomic environment could extend far beyond Snap,” Kunal Sawhney, chief executive at research group Kalkine, said.</p><p>“Market sentiment was also battered by the latest findings from the S&amp;P flash surveys, which fell to their lowest level in many months in May. The pair of surveys tracking manufacturing and services sectors showed a <b>slowdown</b> in the US economic growth in May owing to inflation and weaker demand,” he added</p><p>A mostly risk-averse Australian session saw tech and <b>small caps</b> decline while blue-chips rose. Bond proxies drew a bid as the yield on ten-year Australian government bonds dropped almost 10 basis points to the lowest this month.</p><p>The shockwaves from last week’s dire outlooks from US <b>retail</b> giants Walmart and Target began to settle. Woolworths bounced 1.54 percent. Coles put on 1.53 per cent. IGA operator Metcash added 2 percent.</p><h2>Going up</h2><p>Market <b>heavyweights</b> provided today’s momentum. The S&amp;P/ASX 20 climbed 1.2 percent, twice as much as the broader ASX 200. The Small Ordinaries declined 0.46 percent.</p><p>The big four <b>banks</b> put on between 1.2 and 2.5 percent. Rio Tinto gained 2.34 percent. Wesfarmers firmed 1.27 percent, Telstra 1.16 percent and Goodman 0.51 percent.</p><p>The <b>gold</b> sub-sector shone as the hunt for havens from inflation and stock market volatility lifted the yellow metal for a fourth session. Evolution Mining firmed 4.07 percent, Perseus 4.93 percent and St Barbara 3.69 percent. Sector giant Newcrest gained 1.26 percent.</p><p>A contract win lifted <b>Worley</b> 2.31 percent. The engineering group was awarded a services contract for a renewable diesel plant in Nebraska. Heartwell Renewables intends to produce 302 million litres of diesel per year from vegetable oils and tallow.</p><p><b>Woodside</b> edged up 0.03 percent as it commenced trade under a new name and ticker code following its merger with BHP’s petroleum business. The business trades from today under the name Woodside Energy Group and code WDS. BHP shareholders received shares in the new entity.</p><p><b>Nanosonics</b> rose 1.45 percent after confirming full-year revenues were expected to be in line with market expectations.</p><p>Testing and certification business <b>ALS</b> reported a strong start to the financial year following a 42.1 percent lift in full-year profit in FY22. Volumes continued to grow across the firm’s Life Sciences and Commodities divisions. The share price rose 2.29 percent.</p><h2>Going down</h2><p>Bloodletting on the Nasdaq drove the domestic tech sector down 2.6 percent. Afterpay owner Block dropped 5.38 percent. <b>Appen</b> gave up 4.02 percent, Megaport 4.07 percent and Novonix 4.34 percent.</p><p><b>Tabcorp</b> continued to lose altitude after spinning out its lotteries business, falling 6.4 percent.</p><p>Kiwi medical device manufacturer <b>Fisher &amp; Paykel</b> dropped 0.21 percent towards a 30-month low as the launch of new products failed to offset uncertainty about the coming year. The company unveiled three new products, but declined to offer full-year revenue guidance. Net profit declined 28 percent in FY2022.</p><p>A broker downgrade from JPMorgan helped pull <b>Challenger</b> down 3.05 percent following yesterday’s Investor Day. UBS raised its rating to ‘Buy’ at the same time JPMorgan lowered its rating to ‘Underweight’.</p><h2>Other markets</h2><p>A cautious morning on <b>Asian markets</b> saw the Asia Dow edge up 0.25 percent, China’s Shanghai Composite 0.34 percent and Hong Kong’s Hang Seng 0.05 percent. Japan’s Nikkei dropped 0.1 percent.</p><p><b>S&amp;P 500 futures</b> climbed 15.5 points or 0.4 percent.</p><p><b>Oil</b> gained momentum as risk appetite improved. Brent crude rallied US$1.05 or 0.95 percent to US$111.73 a barrel.</p><p><b>Gold</b> trimmed four days of gains, easing US$5.20 or 0.3 percent to US$1,860.20 an ounce.</p><p>The <b>dollar</b> continued to trade either side of 71 US cents, dipping 0.18 percent this morning to 70.88 US cents.</p></body></html>","source":"lsy1645078131697","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>ASX Update: Gold Miners, Blue-Chips Lead</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\">\nASX Update: Gold Miners, Blue-Chips Lead\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-05-25 11:11 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://themarketherald.com.au/asx-update-gold-miners-blue-chips-lead-2022-05-25/><strong>The Market Herald</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Gold miners, supermarkets and bank stocks helped steer the market higher as trading turned defensive following further signs of a US economic slowdown.The S&P/ASX 200 rallied 44 points or 0.62 percent...</p>\n\n<a href=\"https://themarketherald.com.au/asx-update-gold-miners-blue-chips-lead-2022-05-25/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"XAO.AU":"标普/澳交所 普通股指数","XKO.AU":"标普/澳交所 300指数","XJO.AU":"标普/澳交所 200指数"},"source_url":"https://themarketherald.com.au/asx-update-gold-miners-blue-chips-lead-2022-05-25/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1128005757","content_text":"Gold miners, supermarkets and bank stocks helped steer the market higher as trading turned defensive following further signs of a US economic slowdown.The S&P/ASX 200 rallied 44 points or 0.62 percent by mid-session. A sharp retreat in tech stocks was outweighed by solid gains in lenders and traditional havens.What’s driving the marketThe Australian market moved back into positive territory for the week as investors found the positives in a mixed finish on Wall Street. A slim win for the Dow handed Australian traders a blueprint for today, even as the Nasdaq Composite hit the skids.The Dow overcame early weakness, edging up 0.15 percent as a decline in treasury yields encouraged rotation into stocks with similar properties to bonds. Yields fell as private-sector business growth decelerated and home sales declined, sharpening worries about an economic slowdown as the Federal Reserve raises rates.The Nasdaq Composite sat out the intraday recovery, shedding 2.35 percent as a revenue warning from Snap weighed on ad-dependent online businesses. The S&P 500 lost 0.81 percent.“Investors fled social media stocks on fears that the deteriorating macroeconomic environment could extend far beyond Snap,” Kunal Sawhney, chief executive at research group Kalkine, said.“Market sentiment was also battered by the latest findings from the S&P flash surveys, which fell to their lowest level in many months in May. The pair of surveys tracking manufacturing and services sectors showed a slowdown in the US economic growth in May owing to inflation and weaker demand,” he addedA mostly risk-averse Australian session saw tech and small caps decline while blue-chips rose. Bond proxies drew a bid as the yield on ten-year Australian government bonds dropped almost 10 basis points to the lowest this month.The shockwaves from last week’s dire outlooks from US retail giants Walmart and Target began to settle. Woolworths bounced 1.54 percent. Coles put on 1.53 per cent. IGA operator Metcash added 2 percent.Going upMarket heavyweights provided today’s momentum. The S&P/ASX 20 climbed 1.2 percent, twice as much as the broader ASX 200. The Small Ordinaries declined 0.46 percent.The big four banks put on between 1.2 and 2.5 percent. Rio Tinto gained 2.34 percent. Wesfarmers firmed 1.27 percent, Telstra 1.16 percent and Goodman 0.51 percent.The gold sub-sector shone as the hunt for havens from inflation and stock market volatility lifted the yellow metal for a fourth session. Evolution Mining firmed 4.07 percent, Perseus 4.93 percent and St Barbara 3.69 percent. Sector giant Newcrest gained 1.26 percent.A contract win lifted Worley 2.31 percent. The engineering group was awarded a services contract for a renewable diesel plant in Nebraska. Heartwell Renewables intends to produce 302 million litres of diesel per year from vegetable oils and tallow.Woodside edged up 0.03 percent as it commenced trade under a new name and ticker code following its merger with BHP’s petroleum business. The business trades from today under the name Woodside Energy Group and code WDS. BHP shareholders received shares in the new entity.Nanosonics rose 1.45 percent after confirming full-year revenues were expected to be in line with market expectations.Testing and certification business ALS reported a strong start to the financial year following a 42.1 percent lift in full-year profit in FY22. Volumes continued to grow across the firm’s Life Sciences and Commodities divisions. The share price rose 2.29 percent.Going downBloodletting on the Nasdaq drove the domestic tech sector down 2.6 percent. Afterpay owner Block dropped 5.38 percent. Appen gave up 4.02 percent, Megaport 4.07 percent and Novonix 4.34 percent.Tabcorp continued to lose altitude after spinning out its lotteries business, falling 6.4 percent.Kiwi medical device manufacturer Fisher & Paykel dropped 0.21 percent towards a 30-month low as the launch of new products failed to offset uncertainty about the coming year. The company unveiled three new products, but declined to offer full-year revenue guidance. Net profit declined 28 percent in FY2022.A broker downgrade from JPMorgan helped pull Challenger down 3.05 percent following yesterday’s Investor Day. UBS raised its rating to ‘Buy’ at the same time JPMorgan lowered its rating to ‘Underweight’.Other marketsA cautious morning on Asian markets saw the Asia Dow edge up 0.25 percent, China’s Shanghai Composite 0.34 percent and Hong Kong’s Hang Seng 0.05 percent. Japan’s Nikkei dropped 0.1 percent.S&P 500 futures climbed 15.5 points or 0.4 percent.Oil gained momentum as risk appetite improved. Brent crude rallied US$1.05 or 0.95 percent to US$111.73 a barrel.Gold trimmed four days of gains, easing US$5.20 or 0.3 percent to US$1,860.20 an ounce.The dollar continued to trade either side of 71 US cents, dipping 0.18 percent this morning to 70.88 US cents.","news_type":1},"isVote":1,"tweetType":1,"viewCount":133,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9026301776,"gmtCreate":1653319271695,"gmtModify":1676535260054,"author":{"id":"3548890322785063","authorId":"3548890322785063","name":"Chororo","avatar":"https://static.tigerbbs.com/0cbcbb673621a63bd8bb2f8219eded23","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3548890322785063","authorIdStr":"3548890322785063"},"themes":[],"htmlText":".&nbsp;","listText":".&nbsp;","text":".","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9026301776","repostId":"2237384962","repostType":4,"repost":{"id":"2237384962","pubTimestamp":1653317777,"share":"https://ttm.financial/m/news/2237384962?lang=&edition=fundamental","pubTime":"2022-05-23 22:56","market":"us","language":"en","title":"Netflix vs. Disney: Which Stock Is Better Right Now?","url":"https://stock-news.laohu8.com/highlight/detail?id=2237384962","media":"TheStreet","summary":"DIS and NFLX are similar in some ways but very different in others. Which one is the better bet today?","content":"<html><head></head><body><p>Amidst a rough month for overall markets, <b>Netflix</b> and <b>Disney</b> disappointed Wall Street analysts with underwhelming results. But if we had to choose one to invest in today, which would we go for?</p><p>Let&#39;s first dig into what differentiates the two companies.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/361ec2b084a5642b3c970f43345e5445\" tg-width=\"1240\" tg-height=\"698\" width=\"100%\" height=\"auto\"/><span>Figure 1: Netflix vs. Disney: Which Stock Is Better Right Now?</span></p><p><b>Streaming Segment</b></p><p>Tech stocks overall have suffered greatly during the first several months of 2022 However, the streaming segment seems as though it’s being particularly punished.</p><p>Both Netflix and Disney have performed worse than the S&amp;P 500 over the past month. While the market index has accumulated a loss of 12%, NFLX and DIS have seen devaluations of 50% and 21%, respectively.</p><p>Although both companies have performed quite poorly, the 30 percentage point difference between their drops is of course quite striking. Much of that gap can be attributed to Netflix’s dismal Q1 earnings call - after reporting its first subscribership dip in a decade, shares of the company tanked 35%.</p><p>Meanwhile, Disney reported a net addition to its subscribership (although it did also report a slowing rate of increase in its subscribers).</p><p><b>Other Sources of Income</b></p><p>Both companies have stakes in industries besides streaming, though Netflix’s share of non-streaming business is much, much smaller than Disney’s. Nevertheless, Netflix<i>is</i>moving to monetize its content in new ways (such as gaming and character licensing).</p><p>Disney, though, already has several other significant revenue sources in its portfolio. The company only started streaming in 2019, and it has worked to grow its other core businesses - including parks, merchandise sales, and theatrical releases - alongside its streaming business.</p><p>Physical parks guarantee Disney a source of revenue that’s steeped in the “real,” physical economy. Disney is also able to leverage its successful series and movies to attract more parkgoers and sell more merchandise.</p><p><b>Our Take: Disney Dominates</b></p><p>In our eyes, Disney has the clear upper hand in several respects. It has delivered profitable results and respectable growth year after year for decades. And, for such a large company, it continues to show remarkable nimbleness - it has worked to take advantage of and become a market leader in new segments, such as streaming.</p><p>However, it is worth noting that some of this strength may already be baked into Disney’s stock price: DIS is trading at 25x P/E, while Netflix trades at only 16x. Even given this P/E discrepancy, though, we still believe that Disney is the better pick today.</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>Netflix vs. Disney: Which Stock Is Better Right Now?</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nNetflix vs. Disney: Which Stock Is Better Right Now?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-05-23 22:56 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.thestreet.com/streaming/nflx/netflix-vs-disney-which-stock-is-better-right-now><strong>TheStreet</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Amidst a rough month for overall markets, Netflix and Disney disappointed Wall Street analysts with underwhelming results. But if we had to choose one to invest in today, which would we go for?Let's ...</p>\n\n<a href=\"https://www.thestreet.com/streaming/nflx/netflix-vs-disney-which-stock-is-better-right-now\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"DIS":"迪士尼","NFLX":"奈飞"},"source_url":"https://www.thestreet.com/streaming/nflx/netflix-vs-disney-which-stock-is-better-right-now","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2237384962","content_text":"Amidst a rough month for overall markets, Netflix and Disney disappointed Wall Street analysts with underwhelming results. But if we had to choose one to invest in today, which would we go for?Let's first dig into what differentiates the two companies.Figure 1: Netflix vs. Disney: Which Stock Is Better Right Now?Streaming SegmentTech stocks overall have suffered greatly during the first several months of 2022 However, the streaming segment seems as though it’s being particularly punished.Both Netflix and Disney have performed worse than the S&P 500 over the past month. While the market index has accumulated a loss of 12%, NFLX and DIS have seen devaluations of 50% and 21%, respectively.Although both companies have performed quite poorly, the 30 percentage point difference between their drops is of course quite striking. Much of that gap can be attributed to Netflix’s dismal Q1 earnings call - after reporting its first subscribership dip in a decade, shares of the company tanked 35%.Meanwhile, Disney reported a net addition to its subscribership (although it did also report a slowing rate of increase in its subscribers).Other Sources of IncomeBoth companies have stakes in industries besides streaming, though Netflix’s share of non-streaming business is much, much smaller than Disney’s. Nevertheless, Netflixismoving to monetize its content in new ways (such as gaming and character licensing).Disney, though, already has several other significant revenue sources in its portfolio. The company only started streaming in 2019, and it has worked to grow its other core businesses - including parks, merchandise sales, and theatrical releases - alongside its streaming business.Physical parks guarantee Disney a source of revenue that’s steeped in the “real,” physical economy. Disney is also able to leverage its successful series and movies to attract more parkgoers and sell more merchandise.Our Take: Disney DominatesIn our eyes, Disney has the clear upper hand in several respects. It has delivered profitable results and respectable growth year after year for decades. And, for such a large company, it continues to show remarkable nimbleness - it has worked to take advantage of and become a market leader in new segments, such as streaming.However, it is worth noting that some of this strength may already be baked into Disney’s stock price: DIS is trading at 25x P/E, while Netflix trades at only 16x. Even given this P/E discrepancy, though, we still believe that Disney is the better pick today.","news_type":1},"isVote":1,"tweetType":1,"viewCount":177,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9028633348,"gmtCreate":1653209204585,"gmtModify":1676535240741,"author":{"id":"3548890322785063","authorId":"3548890322785063","name":"Chororo","avatar":"https://static.tigerbbs.com/0cbcbb673621a63bd8bb2f8219eded23","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3548890322785063","authorIdStr":"3548890322785063"},"themes":[],"htmlText":".&nbsp;","listText":".&nbsp;","text":".","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9028633348","repostId":"2237089312","repostType":4,"repost":{"id":"2237089312","pubTimestamp":1653201031,"share":"https://ttm.financial/m/news/2237089312?lang=&edition=fundamental","pubTime":"2022-05-22 14:30","market":"us","language":"en","title":"Palantir Gets Interesting At $5","url":"https://stock-news.laohu8.com/highlight/detail?id=2237089312","media":"seekingalpha","summary":"SummaryRecently there have been many reports of \"smart money\" investors buying PLTR following its dr","content":"<html><head></head><body><p><b>Summary</b></p><ul><li>Recently there have been many reports of &#34;smart money&#34; investors buying PLTR following its drop to $8.</li><li>It&#39;s true that the stock has gotten cheaper than it was in the past, but the most recent quarter showed major deceleration.</li><li>The stock remains fairly expensive.</li><li>In this article, I rate Palantir a &#34;hold&#34; (neutral) and explain why I&#39;d switch that rating to &#34;buy&#34; at $5.</li></ul><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/b0cbdef35ea2b08c8aeb69a0d8ba11ec\" tg-width=\"750\" tg-height=\"500\" referrerpolicy=\"no-referrer\"/><span>Andreas Rentz/Getty Images Entertainment</span></p><p><b>Palantir</b> (NYSE:PLTR) stock has been on a wild ride these last 12 months. It peaked close to $29 last year and is now at approximately $8. The stock had been sliding before this month’s earnings release. The release was a miss but, surprisingly, the stock rose in the weeks after it came out. After dipping 2.28% on the day of the release, PLTR recovered, rising 10.8% by Friday’s close.</p><p><b>Why did PLTR rise despite missing on earnings?</b></p><p>It might have had something to do with management’s statements. In the earnings call that took place after Palantir’s earnings release came out, CEO Alex Karp hit on all the right notes. Among other things, he said:</p><ul><li><p>Palantir is only doing $9 million worth of stock-based compensation this year.</p></li><li><p>The average Foundry customer spent $6.5 million on the service last year.</p></li><li><p>He has 100% of his own money invested in Palantir.</p></li></ul><p>These comments may have eased investors’ nerves. The last one, in particular, showed that Karp was 100% invested in his own company, indicating high conviction from an important insider.</p><p>Nevertheless, PLTR’s Q1 release provided some real causes for concern. It featured the company’s slowest revenue growth in years, as well as a GAAP net loss. 16% growth in government revenue was particularly concerning, as that segment has always been considered Palantir’s bread and butter. Given all of these concerns, I would hold off on buying PLTR stock for now. I do, however, think that there is a price at which the stock becomes interesting, and I will spend the remainder of this article explaining why $5 is that price.</p><p><b>Palantir’s Competitive Position</b></p><p>One of the reasons why Palantir has a non-zero value, despite its endless losses, is because of its competitive position. PLTR locks in government contracts with long lifespans, and it faces little competition in its niche. So, it has a significant amount of recurring revenue.</p><p>Many online services have attempted to come up with lists of Palantir competitors but most are not true “head to head” competitors. For example, Craft.co has a list of Palantir’s competitors, featuring some questionable inclusions. It lists:</p><ul><li><p>Tableau, a data visualization suite that does not include many of the features of Foundry and Gotham.</p></li><li><p><b>Cognizant</b> (CTSH) - an IT consulting company.</p></li></ul><p>These companies do offer data analytics, which makes them superficially similar to Palantir. However, they don’t offer comprehensive data platforms aimed mainly at Federal Government agencies, so they aren’t head-to-head competitors. However, a few possible contenders for “true competitors” stand out:</p><ul><li><p><b><a href=\"https://laohu8.com/S/IBM\">IBM</a></b> (IBM) - has numerous data platforms going after clients in the financial services sector, one of Palantir’s big client bases.</p></li><li><p><b>Tyler Technologies</b> (TYL) - a data service works with government clients.</p></li><li><p><b>Alteryx</b> (AYX) - a data platform that mostly works with private sector clients but does list some government clients on its case study page.</p></li></ul><p>The above are probably Palantir’s closest competitors. They resemble PLTR in some respects. However, they do not have Palantir’s specific expertise in managing data for intelligence and military operations. So, Palantir is uncontested in that sub-niche.</p><p>It’s a bit of a different story in the commercial part of Palantir’s business. In that space, PLTR faces dozens of competitors, and only has a 2.4% market share. Businesses that want general purpose data analytics have many options to choose from, so Palantir will have a harder time standing out in the commercial space.</p><p><b>Valuation</b></p><p>As I showed in the previous section, Palantir enjoys an admirable competitive position in providing data analytics for Military and Intelligence agencies. Its overall position in big data and machine learning is not mind blowing, but it at least has one niche locked down. This fact means that Palantir’s stock is not at risk of going to zero. Government revenue is extremely stable, as it’s backed by taxing authority, and Palantir’s government contracts last 3.5 years on average.</p><p>So, without a doubt, Palantir stock is worth some positive amount of money based on its fundamentals. As for how much it’s worth, we need to look at the stock’s valuation. According to Seeking Alpha Quant, PLTR trades at:</p><ul><li><p>67 times adjusted earnings.</p></li><li><p>9.7 times sales.</p></li><li><p>7 times book value.</p></li><li><p>65 times operating cash flow.</p></li></ul><p>These are frankly extremely high multiples these days. In 2021, at the height of the post-COVID bubble, numbers like these weren’t unheard-of. But this year, the Federal Reserve is raising interest rates and investors are taking a long, hard look at expensive companies. If you look at the stocks that have suffered notable 50%+ declines this year, it’s practically a who’s who of last year’s expensive tech stocks:</p><ul><li><p><b>Tesla</b> (TSLA).</p></li><li><p><b>Shopify</b> (SHOP).</p></li><li><p><b>Netflix</b> (NFLX).</p></li><li><p><b>Peloton</b> (PTON).</p></li></ul><p>PLTR, like these stocks, has gone down in price. However, its multiples remain high. Enough so that we might wonder whether it has further to fall. Additionally, PLTR’s revenue growth decelerated significantly in its most recent quarter–though it remained fairly high at 31%.</p><p>So there’s some basis here for thinking that PLTR has further to fall. To gauge how much further it has to fall, we need to do a discounted cash flow analysis. According to its cash flow statements, PLTR had $0.11 in free cash flow per share in the trailing 12 month period. There is no historical pattern in cash flows we can ascertain because free cash flow only became positive last year. However, we know that Palantir’s revenue is growing at 31%. If FCF grows in proportion to revenue, then the next five year’s cash flows will be:</p><ul><li><p>Base year: $0.11</p></li><li><p>Year 1: $0.144</p></li><li><p>Year 2: $0.188</p></li><li><p>Year 3: $0.25</p></li><li><p>Year 4: $0.323</p></li><li><p>Year 5: $0.424</p></li></ul><p>According to Finbox, Palantir’s weighted average cost of capital is 8.62%. If we use that as the discount rate, then five years’ cash flows can be discounted as shown below:</p><p><img src=\"https://static.tigerbbs.com/cfa3518f38fdfa46b5a3456f1e7422d4\" tg-width=\"1208\" tg-height=\"289\" referrerpolicy=\"no-referrer\"/></p><p>As you can see, the five years’ cash flows have approximately $1 in present value.</p><p>Next, we need a terminal value. If we assume growth tapers off to 0% after five years, then our final year’s cash flow is 0.424. The discount rate minus the growth rate is 3.62%. So we get a terminal value of $4.91. That plus the five year’s cash flows gives us a fair value of $5.91.</p><p>Now, I’ve been pretty conservative here by estimating sustainable growth at 0%. If you use 5% instead of 0% then you get to a fair value of $13.58. Potentially, Palantir could grow faster and longer than that. But when making estimates, it pays to be conservative. So, $5.91 is a “safe” estimate of fair value.</p><p><b>Risks and Challenges</b></p><p>As we’ve seen, Palantir stock would be a pretty safe bet at $5. If it kept up its growth, it could even be worth as much as $13.58. If the stock dips much further then, an investor probably would do well buying it. However, we aren’t quite done. Before endorsing any thesis on a stock, we need to consider the risks to shareholders, and the challenges to the thesis. In Palantir’s case, there are a good few of these. A few of the most notable are:</p><ul><li><p><b>Deceleration.</b> My basic PLTR model yielded $5.91 in present value with a sustainable growth rate of 0%, and $13.58 with a sustainable growth rate of 5%. Neither of these growth rates are over the top. The assumption of 0% growth after five years is rather conservative. However, I nevertheless assumed that PLTR’s FCF growth can stay at 31% for five full years before the deceleration kicks in. Should deceleration kick in before five years, then the fair value will end up being lower than what I’ve estimated here.</p></li><li><p><b>Stock based compensation.</b> One factor arguing that Palantir isn’t just another overhyped growth stock is its positive FCF. The company is certainly turning a “profit” in cash flow terms. However, one of the ways Palantir keeps its cash flows high is through stock based compensation. It pays its employees in heavy amounts of stock, which keeps cash costs low as it results in lower salary expense. As a result of paying out so much stock, PLTR’s share count doubled in the year following its IPO. The more shares hit the float, the less each investor’s percentage claim on earnings, and the more potential selling pressure there is. So, continued dilution via SBC is a major risk factor for PLTR stock.</p></li><li><p><b>Loss of major contracts.</b> Although Palantir’s long contract duration ensures revenue stability in the medium term, it may not be as reliable in the long term. Governments can and do cancel relationships with contractors. Sometimes, they do so for political reasons. For example, in 2021, Palantir lost a contract with a UK Health Authority due to data privacy concerns. For now, it doesn’t look like PLTR is at risk of having this happen with any U.S. clients. But it’s always a possibility, and it could cost shareholders real money.</p></li></ul><p><b>The Bottom Line</b></p><p>The bottom line on Palantir is that it’s a real, cash flow positive company whose stock is unfortunately a bit overvalued right now. There is no question that Palantir is growing and maybe even profitable by some metrics. But its growth isn’t quite fast enough to justify its current stock price. It would take $5.91 or lower for PLTR to become interesting.</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>Palantir Gets Interesting At $5</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\">\nPalantir Gets Interesting At $5\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-05-22 14:30 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4513624-palantir-gets-interesting-at-5><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryRecently there have been many reports of \"smart money\" investors buying PLTR following its drop to $8.It's true that the stock has gotten cheaper than it was in the past, but the most recent ...</p>\n\n<a href=\"https://seekingalpha.com/article/4513624-palantir-gets-interesting-at-5\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"PLTR":"Palantir Technologies Inc."},"source_url":"https://seekingalpha.com/article/4513624-palantir-gets-interesting-at-5","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"2237089312","content_text":"SummaryRecently there have been many reports of \"smart money\" investors buying PLTR following its drop to $8.It's true that the stock has gotten cheaper than it was in the past, but the most recent quarter showed major deceleration.The stock remains fairly expensive.In this article, I rate Palantir a \"hold\" (neutral) and explain why I'd switch that rating to \"buy\" at $5.Andreas Rentz/Getty Images EntertainmentPalantir (NYSE:PLTR) stock has been on a wild ride these last 12 months. It peaked close to $29 last year and is now at approximately $8. The stock had been sliding before this month’s earnings release. The release was a miss but, surprisingly, the stock rose in the weeks after it came out. After dipping 2.28% on the day of the release, PLTR recovered, rising 10.8% by Friday’s close.Why did PLTR rise despite missing on earnings?It might have had something to do with management’s statements. In the earnings call that took place after Palantir’s earnings release came out, CEO Alex Karp hit on all the right notes. Among other things, he said:Palantir is only doing $9 million worth of stock-based compensation this year.The average Foundry customer spent $6.5 million on the service last year.He has 100% of his own money invested in Palantir.These comments may have eased investors’ nerves. The last one, in particular, showed that Karp was 100% invested in his own company, indicating high conviction from an important insider.Nevertheless, PLTR’s Q1 release provided some real causes for concern. It featured the company’s slowest revenue growth in years, as well as a GAAP net loss. 16% growth in government revenue was particularly concerning, as that segment has always been considered Palantir’s bread and butter. Given all of these concerns, I would hold off on buying PLTR stock for now. I do, however, think that there is a price at which the stock becomes interesting, and I will spend the remainder of this article explaining why $5 is that price.Palantir’s Competitive PositionOne of the reasons why Palantir has a non-zero value, despite its endless losses, is because of its competitive position. PLTR locks in government contracts with long lifespans, and it faces little competition in its niche. So, it has a significant amount of recurring revenue.Many online services have attempted to come up with lists of Palantir competitors but most are not true “head to head” competitors. For example, Craft.co has a list of Palantir’s competitors, featuring some questionable inclusions. It lists:Tableau, a data visualization suite that does not include many of the features of Foundry and Gotham.Cognizant (CTSH) - an IT consulting company.These companies do offer data analytics, which makes them superficially similar to Palantir. However, they don’t offer comprehensive data platforms aimed mainly at Federal Government agencies, so they aren’t head-to-head competitors. However, a few possible contenders for “true competitors” stand out:IBM (IBM) - has numerous data platforms going after clients in the financial services sector, one of Palantir’s big client bases.Tyler Technologies (TYL) - a data service works with government clients.Alteryx (AYX) - a data platform that mostly works with private sector clients but does list some government clients on its case study page.The above are probably Palantir’s closest competitors. They resemble PLTR in some respects. However, they do not have Palantir’s specific expertise in managing data for intelligence and military operations. So, Palantir is uncontested in that sub-niche.It’s a bit of a different story in the commercial part of Palantir’s business. In that space, PLTR faces dozens of competitors, and only has a 2.4% market share. Businesses that want general purpose data analytics have many options to choose from, so Palantir will have a harder time standing out in the commercial space.ValuationAs I showed in the previous section, Palantir enjoys an admirable competitive position in providing data analytics for Military and Intelligence agencies. Its overall position in big data and machine learning is not mind blowing, but it at least has one niche locked down. This fact means that Palantir’s stock is not at risk of going to zero. Government revenue is extremely stable, as it’s backed by taxing authority, and Palantir’s government contracts last 3.5 years on average.So, without a doubt, Palantir stock is worth some positive amount of money based on its fundamentals. As for how much it’s worth, we need to look at the stock’s valuation. According to Seeking Alpha Quant, PLTR trades at:67 times adjusted earnings.9.7 times sales.7 times book value.65 times operating cash flow.These are frankly extremely high multiples these days. In 2021, at the height of the post-COVID bubble, numbers like these weren’t unheard-of. But this year, the Federal Reserve is raising interest rates and investors are taking a long, hard look at expensive companies. If you look at the stocks that have suffered notable 50%+ declines this year, it’s practically a who’s who of last year’s expensive tech stocks:Tesla (TSLA).Shopify (SHOP).Netflix (NFLX).Peloton (PTON).PLTR, like these stocks, has gone down in price. However, its multiples remain high. Enough so that we might wonder whether it has further to fall. Additionally, PLTR’s revenue growth decelerated significantly in its most recent quarter–though it remained fairly high at 31%.So there’s some basis here for thinking that PLTR has further to fall. To gauge how much further it has to fall, we need to do a discounted cash flow analysis. According to its cash flow statements, PLTR had $0.11 in free cash flow per share in the trailing 12 month period. There is no historical pattern in cash flows we can ascertain because free cash flow only became positive last year. However, we know that Palantir’s revenue is growing at 31%. If FCF grows in proportion to revenue, then the next five year’s cash flows will be:Base year: $0.11Year 1: $0.144Year 2: $0.188Year 3: $0.25Year 4: $0.323Year 5: $0.424According to Finbox, Palantir’s weighted average cost of capital is 8.62%. If we use that as the discount rate, then five years’ cash flows can be discounted as shown below:As you can see, the five years’ cash flows have approximately $1 in present value.Next, we need a terminal value. If we assume growth tapers off to 0% after five years, then our final year’s cash flow is 0.424. The discount rate minus the growth rate is 3.62%. So we get a terminal value of $4.91. That plus the five year’s cash flows gives us a fair value of $5.91.Now, I’ve been pretty conservative here by estimating sustainable growth at 0%. If you use 5% instead of 0% then you get to a fair value of $13.58. Potentially, Palantir could grow faster and longer than that. But when making estimates, it pays to be conservative. So, $5.91 is a “safe” estimate of fair value.Risks and ChallengesAs we’ve seen, Palantir stock would be a pretty safe bet at $5. If it kept up its growth, it could even be worth as much as $13.58. If the stock dips much further then, an investor probably would do well buying it. However, we aren’t quite done. Before endorsing any thesis on a stock, we need to consider the risks to shareholders, and the challenges to the thesis. In Palantir’s case, there are a good few of these. A few of the most notable are:Deceleration. My basic PLTR model yielded $5.91 in present value with a sustainable growth rate of 0%, and $13.58 with a sustainable growth rate of 5%. Neither of these growth rates are over the top. The assumption of 0% growth after five years is rather conservative. However, I nevertheless assumed that PLTR’s FCF growth can stay at 31% for five full years before the deceleration kicks in. Should deceleration kick in before five years, then the fair value will end up being lower than what I’ve estimated here.Stock based compensation. One factor arguing that Palantir isn’t just another overhyped growth stock is its positive FCF. The company is certainly turning a “profit” in cash flow terms. However, one of the ways Palantir keeps its cash flows high is through stock based compensation. It pays its employees in heavy amounts of stock, which keeps cash costs low as it results in lower salary expense. As a result of paying out so much stock, PLTR’s share count doubled in the year following its IPO. The more shares hit the float, the less each investor’s percentage claim on earnings, and the more potential selling pressure there is. So, continued dilution via SBC is a major risk factor for PLTR stock.Loss of major contracts. Although Palantir’s long contract duration ensures revenue stability in the medium term, it may not be as reliable in the long term. Governments can and do cancel relationships with contractors. Sometimes, they do so for political reasons. For example, in 2021, Palantir lost a contract with a UK Health Authority due to data privacy concerns. For now, it doesn’t look like PLTR is at risk of having this happen with any U.S. clients. But it’s always a possibility, and it could cost shareholders real money.The Bottom LineThe bottom line on Palantir is that it’s a real, cash flow positive company whose stock is unfortunately a bit overvalued right now. There is no question that Palantir is growing and maybe even profitable by some metrics. But its growth isn’t quite fast enough to justify its current stock price. It would take $5.91 or lower for PLTR to become interesting.","news_type":1},"isVote":1,"tweetType":1,"viewCount":239,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9021770083,"gmtCreate":1653108083742,"gmtModify":1676535226263,"author":{"id":"3548890322785063","authorId":"3548890322785063","name":"Chororo","avatar":"https://static.tigerbbs.com/0cbcbb673621a63bd8bb2f8219eded23","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3548890322785063","authorIdStr":"3548890322785063"},"themes":[],"htmlText":".&nbsp;","listText":".&nbsp;","text":".","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9021770083","repostId":"2237202440","repostType":4,"repost":{"id":"2237202440","pubTimestamp":1653100227,"share":"https://ttm.financial/m/news/2237202440?lang=&edition=fundamental","pubTime":"2022-05-21 10:30","market":"us","language":"en","title":"3 Reasons to Buy Shopify Now","url":"https://stock-news.laohu8.com/highlight/detail?id=2237202440","media":"Motley Fool","summary":"The e-commerce growth stock is on sale.","content":"<html><head></head><body><p>Few growth stocks have been hit as hard in the market sell-off as <b>Shopify</b>.</p><p>Shares of the e-commerce software leader have plunged 80% in just six months as a combination of shifting market sentiment, slowing growth in e-commerce, and declining valuations in the software-as-a-service sector have all shredded the stock.</p><p>Even after that plunge, it&#39;s still hard to call Shopify cheap. It trades at a price-to-sales ratio of 7 based on trailing results, and its price-to-earnings ratio is well into the triple digits.</p><p>But buying Shopify could prove to be a smart move down the road. Here are three reasons you should take advantage of the discount.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/113ac826a2bf185a8620ae71b2814fa0\" tg-width=\"700\" tg-height=\"466\" width=\"100%\" height=\"auto\"/><span>Image source: Getty Images.</span></p><h2>1. The stock is below pre-pandemic levels</h2><p>Anchoring in the stock market (when you use a previous price to put the current price in perspective) can be a bad idea since markets shift and a stock doesn&#39;t really care what its previous price was. But sometimes anchoring makes sense.</p><p>For example, in the first two months of 2020, before the pandemic hit, Shopify never traded below $395 a share, and it went as high as $593.89 on Feb. 12, 2020. By comparison, the stock was below $350 on Friday, May 20.</p><p>Shopify shares have fallen from pre-pandemic levels even as revenue tripled over 2020 and 2021.  In order for that to be a rational move, the stock&#39;s prospects need to have significantly worsened. While the short-term growth rate has slowed as the company faces difficult comparisons with the pandemic and there was a pull-forward effect in e-commerce from COVID, the long-term opportunity in online retail still looks promising.</p><p>There&#39;s no reason to think that the e-commerce market has suddenly matured.</p><h2>2. Its growth rate will accelerate</h2><p>Shopify&#39;s revenue growth slipped to 22% in the most recent quarter, by far the slowest in the company&#39;s publicly traded history, but there&#39;s a good reason for that.</p><p>Like other e-commerce companies, Shopify was lapping the last quarter before vaccines became available to the general public and one in which consumer spending was juiced by stimulus checks. Nearly every e-commerce company reported disappointing results in the first quarter, and <b>Amazon </b>even reported a decline in first-party sales.</p><p>That Shopify was able to outgrow its peers in a difficult environment shows it continues to gain market share, but the difficult comparison also means that its growth should accelerate as the year progresses and comparisons get easier. With the recent sell-off, investors seem to be overreacting to short-term news.</p><h2>3. Buy With Prime isn&#39;t a Shopify killer</h2><p>One reason for the negativity in Shopify is Amazon&#39;s new Buy With Prime program, which allows shoppers to shop with Prime benefits on the merchants&#39; own websites. Previously, Prime was available only through Amazon&#39;s site.</p><p>While this seems like a clever way for Amazon to tap into the Shopify user base, if the program is successful, it might not be so easy for Amazon to scale up to meet demand, since the company was already stretched thin once during the pandemic with delivery times becoming slower than normal. And it&#39;s not easy for a company of Amazon&#39;s size to ramp up capacity.</p><p>CEO Tobi Lütke was asked about Buy With Prime on the recent Shopify earnings call, and his response was telling. Lütke sees it as more of a complementary service than a competitor since it should expand the market for e-commerce and attract new online sellers, which is ultimately good for Shopify. As he put it, &#34;Whatever is good for merchants is -- that will cause more entrepreneurship, which is exactly -- helps the vision of a company.&#34;</p><p>2022 is likely to be a tough year for Shopify, especially as higher interest rates are expected to cool off the economy. But in its guidance, management forecast accelerating revenue growth with the fourth quarter being the strongest. A year from now, the Shopify story will likely look a lot better than it does today, and there&#39;s a good chance the stock price will reflect that.</p><p>The stock is down mostly on short-term concerns. Now is a great time to take advantage of the sell-off.</p></body></html>","source":"fool_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>3 Reasons to Buy Shopify Now</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n3 Reasons to Buy Shopify Now\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-05-21 10:30 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2022/05/20/3-reasons-to-buy-shopify-now/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Few growth stocks have been hit as hard in the market sell-off as Shopify.Shares of the e-commerce software leader have plunged 80% in just six months as a combination of shifting market sentiment, ...</p>\n\n<a href=\"https://www.fool.com/investing/2022/05/20/3-reasons-to-buy-shopify-now/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"SHOP":"Shopify Inc"},"source_url":"https://www.fool.com/investing/2022/05/20/3-reasons-to-buy-shopify-now/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2237202440","content_text":"Few growth stocks have been hit as hard in the market sell-off as Shopify.Shares of the e-commerce software leader have plunged 80% in just six months as a combination of shifting market sentiment, slowing growth in e-commerce, and declining valuations in the software-as-a-service sector have all shredded the stock.Even after that plunge, it's still hard to call Shopify cheap. It trades at a price-to-sales ratio of 7 based on trailing results, and its price-to-earnings ratio is well into the triple digits.But buying Shopify could prove to be a smart move down the road. Here are three reasons you should take advantage of the discount.Image source: Getty Images.1. The stock is below pre-pandemic levelsAnchoring in the stock market (when you use a previous price to put the current price in perspective) can be a bad idea since markets shift and a stock doesn't really care what its previous price was. But sometimes anchoring makes sense.For example, in the first two months of 2020, before the pandemic hit, Shopify never traded below $395 a share, and it went as high as $593.89 on Feb. 12, 2020. By comparison, the stock was below $350 on Friday, May 20.Shopify shares have fallen from pre-pandemic levels even as revenue tripled over 2020 and 2021.  In order for that to be a rational move, the stock's prospects need to have significantly worsened. While the short-term growth rate has slowed as the company faces difficult comparisons with the pandemic and there was a pull-forward effect in e-commerce from COVID, the long-term opportunity in online retail still looks promising.There's no reason to think that the e-commerce market has suddenly matured.2. Its growth rate will accelerateShopify's revenue growth slipped to 22% in the most recent quarter, by far the slowest in the company's publicly traded history, but there's a good reason for that.Like other e-commerce companies, Shopify was lapping the last quarter before vaccines became available to the general public and one in which consumer spending was juiced by stimulus checks. Nearly every e-commerce company reported disappointing results in the first quarter, and Amazon even reported a decline in first-party sales.That Shopify was able to outgrow its peers in a difficult environment shows it continues to gain market share, but the difficult comparison also means that its growth should accelerate as the year progresses and comparisons get easier. With the recent sell-off, investors seem to be overreacting to short-term news.3. Buy With Prime isn't a Shopify killerOne reason for the negativity in Shopify is Amazon's new Buy With Prime program, which allows shoppers to shop with Prime benefits on the merchants' own websites. Previously, Prime was available only through Amazon's site.While this seems like a clever way for Amazon to tap into the Shopify user base, if the program is successful, it might not be so easy for Amazon to scale up to meet demand, since the company was already stretched thin once during the pandemic with delivery times becoming slower than normal. And it's not easy for a company of Amazon's size to ramp up capacity.CEO Tobi Lütke was asked about Buy With Prime on the recent Shopify earnings call, and his response was telling. Lütke sees it as more of a complementary service than a competitor since it should expand the market for e-commerce and attract new online sellers, which is ultimately good for Shopify. As he put it, \"Whatever is good for merchants is -- that will cause more entrepreneurship, which is exactly -- helps the vision of a company.\"2022 is likely to be a tough year for Shopify, especially as higher interest rates are expected to cool off the economy. But in its guidance, management forecast accelerating revenue growth with the fourth quarter being the strongest. A year from now, the Shopify story will likely look a lot better than it does today, and there's a good chance the stock price will reflect that.The stock is down mostly on short-term concerns. Now is a great time to take advantage of the sell-off.","news_type":1},"isVote":1,"tweetType":1,"viewCount":331,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9021747708,"gmtCreate":1653108074204,"gmtModify":1676535226256,"author":{"id":"3548890322785063","authorId":"3548890322785063","name":"Chororo","avatar":"https://static.tigerbbs.com/0cbcbb673621a63bd8bb2f8219eded23","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3548890322785063","authorIdStr":"3548890322785063"},"themes":[],"htmlText":".&nbsp;","listText":".&nbsp;","text":".","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9021747708","repostId":"2237202440","repostType":4,"repost":{"id":"2237202440","pubTimestamp":1653100227,"share":"https://ttm.financial/m/news/2237202440?lang=&edition=fundamental","pubTime":"2022-05-21 10:30","market":"us","language":"en","title":"3 Reasons to Buy Shopify Now","url":"https://stock-news.laohu8.com/highlight/detail?id=2237202440","media":"Motley Fool","summary":"The e-commerce growth stock is on sale.","content":"<html><head></head><body><p>Few growth stocks have been hit as hard in the market sell-off as <b>Shopify</b>.</p><p>Shares of the e-commerce software leader have plunged 80% in just six months as a combination of shifting market sentiment, slowing growth in e-commerce, and declining valuations in the software-as-a-service sector have all shredded the stock.</p><p>Even after that plunge, it&#39;s still hard to call Shopify cheap. It trades at a price-to-sales ratio of 7 based on trailing results, and its price-to-earnings ratio is well into the triple digits.</p><p>But buying Shopify could prove to be a smart move down the road. Here are three reasons you should take advantage of the discount.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/113ac826a2bf185a8620ae71b2814fa0\" tg-width=\"700\" tg-height=\"466\" width=\"100%\" height=\"auto\"/><span>Image source: Getty Images.</span></p><h2>1. The stock is below pre-pandemic levels</h2><p>Anchoring in the stock market (when you use a previous price to put the current price in perspective) can be a bad idea since markets shift and a stock doesn&#39;t really care what its previous price was. But sometimes anchoring makes sense.</p><p>For example, in the first two months of 2020, before the pandemic hit, Shopify never traded below $395 a share, and it went as high as $593.89 on Feb. 12, 2020. By comparison, the stock was below $350 on Friday, May 20.</p><p>Shopify shares have fallen from pre-pandemic levels even as revenue tripled over 2020 and 2021.  In order for that to be a rational move, the stock&#39;s prospects need to have significantly worsened. While the short-term growth rate has slowed as the company faces difficult comparisons with the pandemic and there was a pull-forward effect in e-commerce from COVID, the long-term opportunity in online retail still looks promising.</p><p>There&#39;s no reason to think that the e-commerce market has suddenly matured.</p><h2>2. Its growth rate will accelerate</h2><p>Shopify&#39;s revenue growth slipped to 22% in the most recent quarter, by far the slowest in the company&#39;s publicly traded history, but there&#39;s a good reason for that.</p><p>Like other e-commerce companies, Shopify was lapping the last quarter before vaccines became available to the general public and one in which consumer spending was juiced by stimulus checks. Nearly every e-commerce company reported disappointing results in the first quarter, and <b>Amazon </b>even reported a decline in first-party sales.</p><p>That Shopify was able to outgrow its peers in a difficult environment shows it continues to gain market share, but the difficult comparison also means that its growth should accelerate as the year progresses and comparisons get easier. With the recent sell-off, investors seem to be overreacting to short-term news.</p><h2>3. Buy With Prime isn&#39;t a Shopify killer</h2><p>One reason for the negativity in Shopify is Amazon&#39;s new Buy With Prime program, which allows shoppers to shop with Prime benefits on the merchants&#39; own websites. Previously, Prime was available only through Amazon&#39;s site.</p><p>While this seems like a clever way for Amazon to tap into the Shopify user base, if the program is successful, it might not be so easy for Amazon to scale up to meet demand, since the company was already stretched thin once during the pandemic with delivery times becoming slower than normal. And it&#39;s not easy for a company of Amazon&#39;s size to ramp up capacity.</p><p>CEO Tobi Lütke was asked about Buy With Prime on the recent Shopify earnings call, and his response was telling. Lütke sees it as more of a complementary service than a competitor since it should expand the market for e-commerce and attract new online sellers, which is ultimately good for Shopify. As he put it, &#34;Whatever is good for merchants is -- that will cause more entrepreneurship, which is exactly -- helps the vision of a company.&#34;</p><p>2022 is likely to be a tough year for Shopify, especially as higher interest rates are expected to cool off the economy. But in its guidance, management forecast accelerating revenue growth with the fourth quarter being the strongest. A year from now, the Shopify story will likely look a lot better than it does today, and there&#39;s a good chance the stock price will reflect that.</p><p>The stock is down mostly on short-term concerns. Now is a great time to take advantage of the sell-off.</p></body></html>","source":"fool_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>3 Reasons to Buy Shopify Now</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n3 Reasons to Buy Shopify Now\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-05-21 10:30 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2022/05/20/3-reasons-to-buy-shopify-now/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Few growth stocks have been hit as hard in the market sell-off as Shopify.Shares of the e-commerce software leader have plunged 80% in just six months as a combination of shifting market sentiment, ...</p>\n\n<a href=\"https://www.fool.com/investing/2022/05/20/3-reasons-to-buy-shopify-now/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"SHOP":"Shopify Inc"},"source_url":"https://www.fool.com/investing/2022/05/20/3-reasons-to-buy-shopify-now/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2237202440","content_text":"Few growth stocks have been hit as hard in the market sell-off as Shopify.Shares of the e-commerce software leader have plunged 80% in just six months as a combination of shifting market sentiment, slowing growth in e-commerce, and declining valuations in the software-as-a-service sector have all shredded the stock.Even after that plunge, it's still hard to call Shopify cheap. It trades at a price-to-sales ratio of 7 based on trailing results, and its price-to-earnings ratio is well into the triple digits.But buying Shopify could prove to be a smart move down the road. Here are three reasons you should take advantage of the discount.Image source: Getty Images.1. The stock is below pre-pandemic levelsAnchoring in the stock market (when you use a previous price to put the current price in perspective) can be a bad idea since markets shift and a stock doesn't really care what its previous price was. But sometimes anchoring makes sense.For example, in the first two months of 2020, before the pandemic hit, Shopify never traded below $395 a share, and it went as high as $593.89 on Feb. 12, 2020. By comparison, the stock was below $350 on Friday, May 20.Shopify shares have fallen from pre-pandemic levels even as revenue tripled over 2020 and 2021.  In order for that to be a rational move, the stock's prospects need to have significantly worsened. While the short-term growth rate has slowed as the company faces difficult comparisons with the pandemic and there was a pull-forward effect in e-commerce from COVID, the long-term opportunity in online retail still looks promising.There's no reason to think that the e-commerce market has suddenly matured.2. Its growth rate will accelerateShopify's revenue growth slipped to 22% in the most recent quarter, by far the slowest in the company's publicly traded history, but there's a good reason for that.Like other e-commerce companies, Shopify was lapping the last quarter before vaccines became available to the general public and one in which consumer spending was juiced by stimulus checks. Nearly every e-commerce company reported disappointing results in the first quarter, and Amazon even reported a decline in first-party sales.That Shopify was able to outgrow its peers in a difficult environment shows it continues to gain market share, but the difficult comparison also means that its growth should accelerate as the year progresses and comparisons get easier. With the recent sell-off, investors seem to be overreacting to short-term news.3. Buy With Prime isn't a Shopify killerOne reason for the negativity in Shopify is Amazon's new Buy With Prime program, which allows shoppers to shop with Prime benefits on the merchants' own websites. Previously, Prime was available only through Amazon's site.While this seems like a clever way for Amazon to tap into the Shopify user base, if the program is successful, it might not be so easy for Amazon to scale up to meet demand, since the company was already stretched thin once during the pandemic with delivery times becoming slower than normal. And it's not easy for a company of Amazon's size to ramp up capacity.CEO Tobi Lütke was asked about Buy With Prime on the recent Shopify earnings call, and his response was telling. Lütke sees it as more of a complementary service than a competitor since it should expand the market for e-commerce and attract new online sellers, which is ultimately good for Shopify. As he put it, \"Whatever is good for merchants is -- that will cause more entrepreneurship, which is exactly -- helps the vision of a company.\"2022 is likely to be a tough year for Shopify, especially as higher interest rates are expected to cool off the economy. But in its guidance, management forecast accelerating revenue growth with the fourth quarter being the strongest. A year from now, the Shopify story will likely look a lot better than it does today, and there's a good chance the stock price will reflect that.The stock is down mostly on short-term concerns. Now is a great time to take advantage of the sell-off.","news_type":1},"isVote":1,"tweetType":1,"viewCount":204,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9023586117,"gmtCreate":1652930544539,"gmtModify":1676535191718,"author":{"id":"3548890322785063","authorId":"3548890322785063","name":"Chororo","avatar":"https://static.tigerbbs.com/0cbcbb673621a63bd8bb2f8219eded23","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3548890322785063","authorIdStr":"3548890322785063"},"themes":[],"htmlText":".&nbsp;","listText":".&nbsp;","text":".","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9023586117","repostId":"2236743653","repostType":4,"repost":{"id":"2236743653","pubTimestamp":1652927995,"share":"https://ttm.financial/m/news/2236743653?lang=&edition=fundamental","pubTime":"2022-05-19 10:39","market":"us","language":"en","title":"Defensive Stocks Are Starting to Crack","url":"https://stock-news.laohu8.com/highlight/detail?id=2236743653","media":"Motley Fool","summary":"A new set of stocks is taking big hits.","content":"<html><head></head><body><p>The stock market saw big declines on Wednesday, wiping out Tuesday&#39;s gains and returning to close to their worst levels in more than a year. Inflationary pressures made themselves felt more prominently than ever in earnings reports from key companies, setting the stage for a decline that continued throughout the day. By the close, the <b>Dow Jones Industrial Average</b>, <b>S&amp;P 500</b>, and <b>Nasdaq Composite</b> were down between 3.5% and 5%.</p><table><thead><tr><th><p><b>Index</b></p></th><th><p><b>Daily Percentage Change</b></p></th><th><p><b>Daily Point Change</b></p></th></tr></thead><tbody><tr><td width=\"213\"><p>Dow</p></td><td width=\"213\"><p>(3.57%)</p></td><td width=\"213\"><p>(1,165)</p></td></tr><tr><td width=\"213\"><p>S&amp;P 500</p></td><td width=\"213\"><p>(4.04%)</p></td><td width=\"213\"><p>(165)</p></td></tr><tr><td width=\"213\"><p>Nasdaq</p></td><td width=\"213\"><p>(4.73%)</p></td><td width=\"213\"><p>(566)</p></td></tr></tbody></table><p>Data source: Yahoo! Finance.</p><p>Over the past six months, high-priced tech stocks with extremely strong growth prospects took the brunt of the damage. However, this week, we&#39;ve seen some stocks that have historically been more defensive in nature start to take hits. That indicates that the bear market might be entering a new phase, and although it&#39;s impossible to be sure whether it will lead to a quick rebound or continue to drive indexes lower, it&#39;s bound to add to anxiety levels for many shareholders.</p><h2>Playing defense</h2><p>Investors have often looked to consumer-facing companies to weather economic storms in the past, especially those that have exposure to the staples that people actually <i>need </i>to buy on a regular basis. A conservative strategy emphasizing these stocks has done well during past downturns, and it had also been doing reasonably well in this one.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/7f3e00872acf1a1675d4a69e5f257798\" tg-width=\"700\" tg-height=\"466\" width=\"100%\" height=\"auto\"/><span>Image source: Getty Images.</span></p><p>However, this week&#39;s results from retailers <b>Walmart</b> and <b>Target</b> have changed the narrative on defensive consumer stocks. Even big-name retailers are facing problems due to inflation, with inventories building and supply chain disruptions causing difficulties across their businesses. Moreover, as consumers return to more normal behavior and even have to cut back due to higher prices, the big gains that many of these stocks enjoyed due to pandemic-boosted financial metrics are seeing abrupt reversals.</p><p>You can see this effect today even in stocks that didn&#39;t report their latest results. Elsewhere in retail, <b>Costco Wholesale</b> fell 12%, as investors anticipate similar weakness in future reports. Among product manufacturers, <b>Procter &amp; Gamble</b> and <b>PepsiCo</b> were down 6%, while <b>Coca-Cola</b> fell 7%.</p><p>Even the relatively defensive plays in the tech space took big hits. <b>Apple</b> was down 6%, while <b>Amazon.com</b> took a 7% hit. It really looked like conservative investors had nowhere to avoid the downturn in the market.</p><h2>Low volatility?</h2><p>The phenomenon was more visible in the exchange-traded fund (ETF) world. There, ETFs specifically designed to reduce volatility didn&#39;t work terribly well today. The <b>Invesco S&amp;P 500 Low Volatility ETF </b>(SPLV -3.30%) is full of defensive stocks like Procter &amp; Gamble, PepsiCo, and <b>McDonald&#39;s</b>, but it was down 3.3% on Wednesday, just barely outperforming the 4% drop in the broader S&amp;P 500. A similar fund, the <b>iShares MSCI USA Minimum Volatility Factor ETF</b>, fell 3.7%.</p><p>Until today, those ETFs had been doing a reasonably good job. The Invesco fund was down just 5% in 2022 coming into the day, while the iShares fund was down 10%. That was notably better than the S&amp;P 500&#39;s 14% decline.</p><p>Part of the problem is that investors have turned to defensive stocks so much that their valuations are often high. Costco trades at more than 30 times trailing earnings even after today&#39;s drop. Coca-Cola fetches more than 25 times earnings. Moreover, these aren&#39;t high-growth companies that are likely to produce outsized increases in bottom-line performance. They&#39;re mature businesses that will keep growing steadily, but only at a modest pace.</p><p>As Wall Street deals with ongoing investor concerns, keeping an eye on defensive areas of the market is important. If these stocks start to give up more ground than they have historically, it could bring about a new crisis of confidence among shareholders.</p></body></html>","source":"fool_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Defensive Stocks Are Starting to Crack</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\">\nDefensive Stocks Are Starting to Crack\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-05-19 10:39 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2022/05/18/defensive-stocks-are-starting-to-crack/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>The stock market saw big declines on Wednesday, wiping out Tuesday's gains and returning to close to their worst levels in more than a year. Inflationary pressures made themselves felt more ...</p>\n\n<a href=\"https://www.fool.com/investing/2022/05/18/defensive-stocks-are-starting-to-crack/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"PG":"宝洁","WMT":"沃尔玛","AAPL":"苹果","TGT":"塔吉特","AMZN":"亚马逊","PEP":"百事可乐","COST":"好市多","KO":"可口可乐"},"source_url":"https://www.fool.com/investing/2022/05/18/defensive-stocks-are-starting-to-crack/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2236743653","content_text":"The stock market saw big declines on Wednesday, wiping out Tuesday's gains and returning to close to their worst levels in more than a year. Inflationary pressures made themselves felt more prominently than ever in earnings reports from key companies, setting the stage for a decline that continued throughout the day. By the close, the Dow Jones Industrial Average, S&P 500, and Nasdaq Composite were down between 3.5% and 5%.IndexDaily Percentage ChangeDaily Point ChangeDow(3.57%)(1,165)S&P 500(4.04%)(165)Nasdaq(4.73%)(566)Data source: Yahoo! Finance.Over the past six months, high-priced tech stocks with extremely strong growth prospects took the brunt of the damage. However, this week, we've seen some stocks that have historically been more defensive in nature start to take hits. That indicates that the bear market might be entering a new phase, and although it's impossible to be sure whether it will lead to a quick rebound or continue to drive indexes lower, it's bound to add to anxiety levels for many shareholders.Playing defenseInvestors have often looked to consumer-facing companies to weather economic storms in the past, especially those that have exposure to the staples that people actually need to buy on a regular basis. A conservative strategy emphasizing these stocks has done well during past downturns, and it had also been doing reasonably well in this one.Image source: Getty Images.However, this week's results from retailers Walmart and Target have changed the narrative on defensive consumer stocks. Even big-name retailers are facing problems due to inflation, with inventories building and supply chain disruptions causing difficulties across their businesses. Moreover, as consumers return to more normal behavior and even have to cut back due to higher prices, the big gains that many of these stocks enjoyed due to pandemic-boosted financial metrics are seeing abrupt reversals.You can see this effect today even in stocks that didn't report their latest results. Elsewhere in retail, Costco Wholesale fell 12%, as investors anticipate similar weakness in future reports. Among product manufacturers, Procter & Gamble and PepsiCo were down 6%, while Coca-Cola fell 7%.Even the relatively defensive plays in the tech space took big hits. Apple was down 6%, while Amazon.com took a 7% hit. It really looked like conservative investors had nowhere to avoid the downturn in the market.Low volatility?The phenomenon was more visible in the exchange-traded fund (ETF) world. There, ETFs specifically designed to reduce volatility didn't work terribly well today. The Invesco S&P 500 Low Volatility ETF (SPLV -3.30%) is full of defensive stocks like Procter & Gamble, PepsiCo, and McDonald's, but it was down 3.3% on Wednesday, just barely outperforming the 4% drop in the broader S&P 500. A similar fund, the iShares MSCI USA Minimum Volatility Factor ETF, fell 3.7%.Until today, those ETFs had been doing a reasonably good job. The Invesco fund was down just 5% in 2022 coming into the day, while the iShares fund was down 10%. That was notably better than the S&P 500's 14% decline.Part of the problem is that investors have turned to defensive stocks so much that their valuations are often high. Costco trades at more than 30 times trailing earnings even after today's drop. Coca-Cola fetches more than 25 times earnings. Moreover, these aren't high-growth companies that are likely to produce outsized increases in bottom-line performance. They're mature businesses that will keep growing steadily, but only at a modest pace.As Wall Street deals with ongoing investor concerns, keeping an eye on defensive areas of the market is important. If these stocks start to give up more ground than they have historically, it could bring about a new crisis of confidence among shareholders.","news_type":1},"isVote":1,"tweetType":1,"viewCount":212,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9023586365,"gmtCreate":1652930507957,"gmtModify":1676535191710,"author":{"id":"3548890322785063","authorId":"3548890322785063","name":"Chororo","avatar":"https://static.tigerbbs.com/0cbcbb673621a63bd8bb2f8219eded23","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3548890322785063","authorIdStr":"3548890322785063"},"themes":[],"htmlText":".&nbsp;","listText":".&nbsp;","text":".","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9023586365","repostId":"2236743653","repostType":4,"isVote":1,"tweetType":1,"viewCount":53,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"hots":[{"id":9031674183,"gmtCreate":1646564749956,"gmtModify":1676534139823,"author":{"id":"3548890322785063","authorId":"3548890322785063","name":"Chororo","avatar":"https://static.tigerbbs.com/0cbcbb673621a63bd8bb2f8219eded23","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3548890322785063","authorIdStr":"3548890322785063"},"themes":[],"htmlText":".&nbsp;","listText":".&nbsp;","text":".","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9031674183","repostId":"1159707732","repostType":4,"repost":{"id":"1159707732","pubTimestamp":1646530347,"share":"https://ttm.financial/m/news/1159707732?lang=&edition=fundamental","pubTime":"2022-03-06 09:32","market":"us","language":"en","title":"Benzinga Bulls And Bears Of The Past Week: Shopify, Palantir, Apple, Meta, Twitter, Johnson & Johnson, American Express And More","url":"https://stock-news.laohu8.com/highlight/detail?id=1159707732","media":"Benzinga","summary":"Benzinga has examined the prospects for many investor favorite stocks over the past week.Last week's","content":"<html><head></head><body><p>Benzinga has examined the prospects for many investor favorite stocks over the past week.</p><ul><li><i>Last week&#39;s bullish calls included a top e-commerce platform and a software company behind a popular video teleconferencing app.</i></li><li><i>A leading pharmaceutical company along with a microblogging/social networking service company were among the bearish calls seen.</i></li></ul><p>Strong jobs numbers and an unemployment rate of 3.8% reported on Friday were not enough to push major indexes higher. The Dow Jones Industrial Average ended its fourth week of losses and bond yields recorded their biggest one-week fall since March 2020 as the Russian military invasion of Ukraine intensified. The Dow finished the week down 1.3%, the S&amp;P 500 also fell by 1.3% while the Nasdaq dropped by 2.8% for the week.</p><p>The price of front-month futures for Brent Crude Oil rose 25% this week to $118.11, closing at its highest level since 2013. Goldman Sachs analysts said Thursday that higher oil prices and the resulting spike in gas prices are the “key inflation risk for the United States.”</p><p>Benzinga continues to examine the prospects for many of the stocks most popular with investors. Here are a few of this past week&#39;s most bullish and bearish posts that are worth another look.</p><p>The Bulls</p><p>&#34;Is High Growth Ready To Rally? Why This Investor Bought Shares Of Shopify, Palantir,&#34; by Adam Eckert, explains why a former fund manager is taking advantage of outsized declines by buying shares of <b>Shopify Inc</b>(NYSE:SHOP) and <b>Palantir Technologies Inc</b>(NYSE:PLTR).</p><p>In &#34;Why Apple, Microsoft And Other Big Buyback Stocks Are Crushing The S&amp;P 500&#39;s Returns,&#34; Wayne Duggan writes that analysts are expecting rising interest rates to weigh on earnings growth, so companies may start turning to more aggressive share buybacks to boost EPS, like <b>Apple Inc</b>(NASDAQ:AAPL) and <b>Meta Platforms Inc</b> (NASDAQ:FB) did in the third quarter of 2021.</p><p>&#34;Cathie Wood Snapped Up More Shares In Zoom And This Gaming Company On Thursday&#39;s Dip,&#34; by Rachit Vats, looks at why <b>Cathie Wood</b>-led <b>Ark Investment Management</b> scooped up more shares of social gaming platform <b>Roblox Corp</b>(NYSE:RBLX) and videoconferencing developer <b>Zoom Video Communications Inc</b> (NASDAQ:ZM) following a dip on Thursday.</p><p>The Bears</p><p>&#34;Twitter Is Ramping Up Bitcoin And Ethereum Related Offerings But That&#39;s Not Enough To Impress Cathie Wood Right Now,&#34; by Rachit Vats, investigates the reason <b>Cathie Wood</b>-led Ark Investment Management sharply lowered its exposure in <b>Twitter Inc</b>(NYSE:TWTR) by dumping 517,882 shares this week — estimated to be worth $18.4 million.</p><p>In &#34;Why Pete Najarian Likes The Risk/Reward Potential In American Express Put Options,&#34; Adam Eckert writes about Market Rebellion co-founder <b>Pete Najarian&#39;s</b> concerns about<b> American Express Co</b> (NYSE:AXP) stock even though it has outperformed most of the financial stocks over the last month or so.</p><p>&#34;Johnson &amp; Johnson&#39;s COVID-19 Vaccine Less Effective Against Hospitalization, French Study Shows,&#34; by Vandana Singh, reports on a large French study which finds the risk of hospitalization after vaccination with <b>Johnson &amp; Johnson&#39;s</b>(NYSE:JNJ) COVID-19 vaccine was about five times higher than those who received the <b>Pfizer Inc</b>(NYSE:PFE)<b>/</b> <b>BioNTech SE&#39;s</b> (NASDAQ:BNTX) shot.</p><p></p></body></html>","source":"lsy1606299360108","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>Benzinga Bulls And Bears Of The Past Week: Shopify, Palantir, Apple, Meta, Twitter, Johnson & Johnson, American Express And More</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\">\nBenzinga Bulls And Bears Of The Past Week: Shopify, Palantir, Apple, Meta, Twitter, Johnson & Johnson, American Express And More\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-03-06 09:32 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.benzinga.com/trading-ideas/long-ideas/22/03/25946985/benzinga-bulls-and-bears-of-the-past-week-shopify-palantir-apple-meta-twitter-johnson-jo><strong>Benzinga</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Benzinga has examined the prospects for many investor favorite stocks over the past week.Last week's bullish calls included a top e-commerce platform and a software company behind a popular video ...</p>\n\n<a href=\"https://www.benzinga.com/trading-ideas/long-ideas/22/03/25946985/benzinga-bulls-and-bears-of-the-past-week-shopify-palantir-apple-meta-twitter-johnson-jo\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"SHOP":"Shopify Inc","AAPL":"苹果","PLTR":"Palantir Technologies Inc."},"source_url":"https://www.benzinga.com/trading-ideas/long-ideas/22/03/25946985/benzinga-bulls-and-bears-of-the-past-week-shopify-palantir-apple-meta-twitter-johnson-jo","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1159707732","content_text":"Benzinga has examined the prospects for many investor favorite stocks over the past week.Last week's bullish calls included a top e-commerce platform and a software company behind a popular video teleconferencing app.A leading pharmaceutical company along with a microblogging/social networking service company were among the bearish calls seen.Strong jobs numbers and an unemployment rate of 3.8% reported on Friday were not enough to push major indexes higher. The Dow Jones Industrial Average ended its fourth week of losses and bond yields recorded their biggest one-week fall since March 2020 as the Russian military invasion of Ukraine intensified. The Dow finished the week down 1.3%, the S&P 500 also fell by 1.3% while the Nasdaq dropped by 2.8% for the week.The price of front-month futures for Brent Crude Oil rose 25% this week to $118.11, closing at its highest level since 2013. Goldman Sachs analysts said Thursday that higher oil prices and the resulting spike in gas prices are the “key inflation risk for the United States.”Benzinga continues to examine the prospects for many of the stocks most popular with investors. Here are a few of this past week's most bullish and bearish posts that are worth another look.The Bulls\"Is High Growth Ready To Rally? Why This Investor Bought Shares Of Shopify, Palantir,\" by Adam Eckert, explains why a former fund manager is taking advantage of outsized declines by buying shares of Shopify Inc(NYSE:SHOP) and Palantir Technologies Inc(NYSE:PLTR).In \"Why Apple, Microsoft And Other Big Buyback Stocks Are Crushing The S&P 500's Returns,\" Wayne Duggan writes that analysts are expecting rising interest rates to weigh on earnings growth, so companies may start turning to more aggressive share buybacks to boost EPS, like Apple Inc(NASDAQ:AAPL) and Meta Platforms Inc (NASDAQ:FB) did in the third quarter of 2021.\"Cathie Wood Snapped Up More Shares In Zoom And This Gaming Company On Thursday's Dip,\" by Rachit Vats, looks at why Cathie Wood-led Ark Investment Management scooped up more shares of social gaming platform Roblox Corp(NYSE:RBLX) and videoconferencing developer Zoom Video Communications Inc (NASDAQ:ZM) following a dip on Thursday.The Bears\"Twitter Is Ramping Up Bitcoin And Ethereum Related Offerings But That's Not Enough To Impress Cathie Wood Right Now,\" by Rachit Vats, investigates the reason Cathie Wood-led Ark Investment Management sharply lowered its exposure in Twitter Inc(NYSE:TWTR) by dumping 517,882 shares this week — estimated to be worth $18.4 million.In \"Why Pete Najarian Likes The Risk/Reward Potential In American Express Put Options,\" Adam Eckert writes about Market Rebellion co-founder Pete Najarian's concerns about American Express Co (NYSE:AXP) stock even though it has outperformed most of the financial stocks over the last month or so.\"Johnson & Johnson's COVID-19 Vaccine Less Effective Against Hospitalization, French Study Shows,\" by Vandana Singh, reports on a large French study which finds the risk of hospitalization after vaccination with Johnson & Johnson's(NYSE:JNJ) COVID-19 vaccine was about five times higher than those who received the Pfizer Inc(NYSE:PFE)/ BioNTech SE's (NASDAQ:BNTX) shot.","news_type":1},"isVote":1,"tweetType":1,"viewCount":71,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":329925143,"gmtCreate":1615200985982,"gmtModify":1704779457451,"author":{"id":"3548890322785063","authorId":"3548890322785063","name":"Chororo","avatar":"https://static.tigerbbs.com/0cbcbb673621a63bd8bb2f8219eded23","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3548890322785063","authorIdStr":"3548890322785063"},"themes":[],"htmlText":"So it's better than nio?&nbsp;","listText":"So it's better than nio?&nbsp;","text":"So it's better than nio?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":5,"repostSize":0,"link":"https://ttm.financial/post/329925143","repostId":"2117662880","repostType":4,"repost":{"id":"2117662880","weMediaInfo":{"introduction":"Reuters.com brings you the latest news from around the world, covering breaking news in markets, business, politics, entertainment and technology","home_visible":1,"media_name":"Reuters","id":"1036604489","head_image":"https://static.tigerbbs.com/443ce19704621c837795676028cec868"},"pubTimestamp":1615199232,"share":"https://ttm.financial/m/news/2117662880?lang=&edition=fundamental","pubTime":"2021-03-08 18:27","market":"us","language":"en","title":"Chinese EV maker Xpeng Q4 net loss narrows 42% y/y","url":"https://stock-news.laohu8.com/highlight/detail?id=2117662880","media":"Reuters","summary":"BEIJING, March 8 (Reuters) - Chinese electric vehicle $(EV)$ maker Xpeng Inc said on Monday its net ","content":"<p>BEIJING, March 8 (Reuters) - Chinese electric vehicle <a href=\"https://laohu8.com/S/EV\">$(EV)$</a> maker Xpeng Inc said on Monday its net loss in the fourth quarter last year narrowed 42% compared with the same period in 2019, as EV sales increased in the world's biggest car market.</p>\n<p>New York-listed Xpeng said its net loss attributable to ordinary shareholders was 787.4 million yuan ($120.7 million) for the fourth quarter of 2020, compared with 1,354.6 million for the same period of 2019.</p>\n<p>The maker of the P7 sedan and the G3 sport-utility vehicle is planning to build a third car plant in China. Xpeng, which sells mainly in China and competes with Tesla Inc and Nio Inc , delivered 12,964 vehicles in the last three months of 2020.</p>\n<p>($1 = 6.5292 Chinese yuan renminbi)</p>\n<p>(Reporting by Yilei Sun and Brenda Goh, editing by Louise Heavens)</p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Chinese EV maker Xpeng Q4 net loss narrows 42% y/y</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\">\nChinese EV maker Xpeng Q4 net loss narrows 42% y/y\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1036604489\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/443ce19704621c837795676028cec868);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Reuters </p>\n<p class=\"h-time\">2021-03-08 18:27</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>BEIJING, March 8 (Reuters) - Chinese electric vehicle <a href=\"https://laohu8.com/S/EV\">$(EV)$</a> maker Xpeng Inc said on Monday its net loss in the fourth quarter last year narrowed 42% compared with the same period in 2019, as EV sales increased in the world's biggest car market.</p>\n<p>New York-listed Xpeng said its net loss attributable to ordinary shareholders was 787.4 million yuan ($120.7 million) for the fourth quarter of 2020, compared with 1,354.6 million for the same period of 2019.</p>\n<p>The maker of the P7 sedan and the G3 sport-utility vehicle is planning to build a third car plant in China. Xpeng, which sells mainly in China and competes with Tesla Inc and Nio Inc , delivered 12,964 vehicles in the last three months of 2020.</p>\n<p>($1 = 6.5292 Chinese yuan renminbi)</p>\n<p>(Reporting by Yilei Sun and Brenda Goh, editing by Louise Heavens)</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NIO":"蔚来","XPEV":"小鹏汽车","TSLA":"特斯拉"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2117662880","content_text":"BEIJING, March 8 (Reuters) - Chinese electric vehicle $(EV)$ maker Xpeng Inc said on Monday its net loss in the fourth quarter last year narrowed 42% compared with the same period in 2019, as EV sales increased in the world's biggest car market.\nNew York-listed Xpeng said its net loss attributable to ordinary shareholders was 787.4 million yuan ($120.7 million) for the fourth quarter of 2020, compared with 1,354.6 million for the same period of 2019.\nThe maker of the P7 sedan and the G3 sport-utility vehicle is planning to build a third car plant in China. Xpeng, which sells mainly in China and competes with Tesla Inc and Nio Inc , delivered 12,964 vehicles in the last three months of 2020.\n($1 = 6.5292 Chinese yuan renminbi)\n(Reporting by Yilei Sun and Brenda Goh, editing by Louise Heavens)","news_type":1},"isVote":1,"tweetType":1,"viewCount":72,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9031372861,"gmtCreate":1646450849330,"gmtModify":1676534131493,"author":{"id":"3548890322785063","authorId":"3548890322785063","name":"Chororo","avatar":"https://static.tigerbbs.com/0cbcbb673621a63bd8bb2f8219eded23","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3548890322785063","authorIdStr":"3548890322785063"},"themes":[],"htmlText":"。","listText":"。","text":"。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9031372861","repostId":"1123705020","repostType":4,"repost":{"id":"1123705020","pubTimestamp":1646439679,"share":"https://ttm.financial/m/news/1123705020?lang=&edition=fundamental","pubTime":"2022-03-05 08:21","market":"us","language":"en","title":"US IPO Week Ahead: Market Slowdown Continues with No IPOs Scheduled","url":"https://stock-news.laohu8.com/highlight/detail?id=1123705020","media":"Renaissance Capital","summary":"No IPOs are currently scheduled to price in the week ahead, though a few SPACs may join the calendar","content":"<html><head></head><body><p>No IPOs are currently scheduled to price in the week ahead, though a few SPACs may join the calendar during the week.</p><p>The typical February lull was quieter than expected, with few large filings and no launches after Presidents’ Day in light of the repercussions of war in Europe. There are a number of large issuers waiting in the pipeline once the IPO market becomes more amenable, led by Bausch Health spin-off <b>Bausch + Lomb</b>(BLCO) and Greek yogurt brand <b>Chobani</b>(CHO), which aims to be the latest public benefit corp to go public.</p></body></html>","source":"lsy1603787993745","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>US IPO Week Ahead: Market Slowdown Continues with No IPOs Scheduled</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nUS IPO Week Ahead: Market Slowdown Continues with No IPOs Scheduled\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-03-05 08:21 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.renaissancecapital.com/IPO-Center/News/91318/US-IPO-Week-Ahead-Market-slowdown-continues-with-no-IPOs-scheduled><strong>Renaissance Capital</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>No IPOs are currently scheduled to price in the week ahead, though a few SPACs may join the calendar during the week.The typical February lull was quieter than expected, with few large filings and no ...</p>\n\n<a href=\"https://www.renaissancecapital.com/IPO-Center/News/91318/US-IPO-Week-Ahead-Market-slowdown-continues-with-no-IPOs-scheduled\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{},"source_url":"https://www.renaissancecapital.com/IPO-Center/News/91318/US-IPO-Week-Ahead-Market-slowdown-continues-with-no-IPOs-scheduled","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1123705020","content_text":"No IPOs are currently scheduled to price in the week ahead, though a few SPACs may join the calendar during the week.The typical February lull was quieter than expected, with few large filings and no launches after Presidents’ Day in light of the repercussions of war in Europe. There are a number of large issuers waiting in the pipeline once the IPO market becomes more amenable, led by Bausch Health spin-off Bausch + Lomb(BLCO) and Greek yogurt brand Chobani(CHO), which aims to be the latest public benefit corp to go public.","news_type":1},"isVote":1,"tweetType":1,"viewCount":46,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":882141823,"gmtCreate":1631669459762,"gmtModify":1676530604421,"author":{"id":"3548890322785063","authorId":"3548890322785063","name":"Chororo","avatar":"https://static.tigerbbs.com/0cbcbb673621a63bd8bb2f8219eded23","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3548890322785063","authorIdStr":"3548890322785063"},"themes":[],"htmlText":"。","listText":"。","text":"。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":10,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/882141823","repostId":"1164586794","repostType":4,"repost":{"id":"1164586794","pubTimestamp":1631668402,"share":"https://ttm.financial/m/news/1164586794?lang=&edition=fundamental","pubTime":"2021-09-15 09:13","market":"us","language":"en","title":"Microsoft boosts dividend 11%, sets new $60 billion buyback","url":"https://stock-news.laohu8.com/highlight/detail?id=1164586794","media":"seekingalpha","summary":"Microsoft(NASDAQ:MSFT)has announced aboosted dividend and a new share repurchase program.\nShares are","content":"<ul>\n <li>Microsoft(NASDAQ:MSFT)has announced aboosted dividend and a new share repurchase program.</li>\n <li>Shares are&nbsp;up 0.5%after hours.</li>\n <li>The company's new $0.62 per share quarterly dividend is up $0.06, or 11%, from last quarter.</li>\n <li>Meanwhile it approved a new buyback of up to $60 billion in stock. That program has no expiration date.</li>\n <li>In other business, the board approved the appointment of Brad Smith as president and vice chair, an updated role that \"reflects the unique leadership role that Brad plays for the company, our board of directors and me, with governments and other external stakeholders around the world,\" CEO/Chairman Satya Nadella says.</li>\n <li>And it's set the annual meeting (virtually) for Nov. 30.</li>\n</ul>","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>Microsoft boosts dividend 11%, sets new $60 billion buyback</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\">\nMicrosoft boosts dividend 11%, sets new $60 billion buyback\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-09-15 09:13 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/news/3739733-microsoft-boosts-dividend-11-sets-new-60-billion-buyback><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Microsoft(NASDAQ:MSFT)has announced aboosted dividend and a new share repurchase program.\nShares are up 0.5%after hours.\nThe company's new $0.62 per share quarterly dividend is up $0.06, or 11%, from ...</p>\n\n<a href=\"https://seekingalpha.com/news/3739733-microsoft-boosts-dividend-11-sets-new-60-billion-buyback\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"MSFT":"微软"},"source_url":"https://seekingalpha.com/news/3739733-microsoft-boosts-dividend-11-sets-new-60-billion-buyback","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"1164586794","content_text":"Microsoft(NASDAQ:MSFT)has announced aboosted dividend and a new share repurchase program.\nShares are up 0.5%after hours.\nThe company's new $0.62 per share quarterly dividend is up $0.06, or 11%, from last quarter.\nMeanwhile it approved a new buyback of up to $60 billion in stock. That program has no expiration date.\nIn other business, the board approved the appointment of Brad Smith as president and vice chair, an updated role that \"reflects the unique leadership role that Brad plays for the company, our board of directors and me, with governments and other external stakeholders around the world,\" CEO/Chairman Satya Nadella says.\nAnd it's set the annual meeting (virtually) for Nov. 30.","news_type":1},"isVote":1,"tweetType":1,"viewCount":21,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":378511147,"gmtCreate":1619050190389,"gmtModify":1704718763817,"author":{"id":"3548890322785063","authorId":"3548890322785063","name":"Chororo","avatar":"https://static.tigerbbs.com/0cbcbb673621a63bd8bb2f8219eded23","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3548890322785063","authorIdStr":"3548890322785063"},"themes":[],"htmlText":"Wow","listText":"Wow","text":"Wow","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":4,"repostSize":0,"link":"https://ttm.financial/post/378511147","repostId":"1136005184","repostType":4,"repost":{"id":"1136005184","pubTimestamp":1619048764,"share":"https://ttm.financial/m/news/1136005184?lang=&edition=fundamental","pubTime":"2021-04-22 07:46","market":"us","language":"en","title":"‘We’re all afraid’ of Google and Apple, app makers tell Congress","url":"https://stock-news.laohu8.com/highlight/detail?id=1136005184","media":"cnbc","summary":"App makers who rely on mobile distribution from Apple and Google complained of the platforms’ gatekeeper power that has allowed them to maintain strong grip over their businesses.The hearing brought together representatives from Apple with Google as well as several of their most outspoken critics: Tinder-owner Match Group, Tile and Spotify.Match Group’s chief legal officer accused Google of calling to threaten the company the day before.“We’re all afraid” Match Group Chief Legal Officer Jared Si","content":"<div>\n<p>KEY POINTSApp makers who rely on mobile distribution from Apple and Google complained of the platforms’ gatekeeper power that has allowed them to maintain strong grip over their businesses.The hearing...</p>\n\n<a href=\"https://www.cnbc.com/2021/04/21/google-and-apple-scare-us-app-makers-tell-congress.html\">Web Link</a>\n\n</div>\n","source":"cnbc_highlight","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title> ‘We’re all afraid’ of Google and Apple, app makers tell Congress</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\">\n ‘We’re all afraid’ of Google and Apple, app makers tell Congress\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-04-22 07:46 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.cnbc.com/2021/04/21/google-and-apple-scare-us-app-makers-tell-congress.html><strong>cnbc</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>KEY POINTSApp makers who rely on mobile distribution from Apple and Google complained of the platforms’ gatekeeper power that has allowed them to maintain strong grip over their businesses.The hearing...</p>\n\n<a href=\"https://www.cnbc.com/2021/04/21/google-and-apple-scare-us-app-makers-tell-congress.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"GOOGL":"谷歌A","AAPL":"苹果","GOOG":"谷歌"},"source_url":"https://www.cnbc.com/2021/04/21/google-and-apple-scare-us-app-makers-tell-congress.html","is_english":true,"share_image_url":"https://static.laohu8.com/72bb72e1b84c09fca865c6dcb1bbcd16","article_id":"1136005184","content_text":"KEY POINTSApp makers who rely on mobile distribution from Apple and Google complained of the platforms’ gatekeeper power that has allowed them to maintain strong grip over their businesses.The hearing brought together representatives from Apple with Google as well as several of their most outspoken critics: Tinder-owner Match Group, Tile and Spotify.Match Group’s chief legal officer accused Google of calling to threaten the company the day before.Some app makers who rely on mobile distribution fromAppleandGoogleare scared at how much power the tech giants have over their businesses, according to congressional testimony delivered Wednesday.“We’re all afraid” Match Group Chief Legal Officer Jared Sine told Sen. Amy Klobuchar, D-Minn., the chair of the Senate Judiciary subcommittee on antitrust at a hearing Wednesday.The hearing brought together representatives from Apple with Google and several of their most outspoken critics, includingMatch Group, which owns dating site Tinder; Tile, which makes devices that help users find lost objects and faces new competition fromApple’s AirTag technology; and streaming music serviceSpotify.The hearing comes as lawmakers on both sides of the aisle are working on updates to the antitrust laws that could better account for the power a few tech giants hold over many digital markets. That includes the ability of platforms like Apple and Google to manage the main distribution platform for apps while increasingly hawking their own competitors.Throughout the hearing, the app makers expressed fear over how easily either company could undercut their businesses by making small changes to their app store rules. They also complained of high fees for in-app purchases and unclear enforcement of standards.Allegations of threatsMultiple executives accused Apple and Google of threatening their businesses.Sine said Google called Match Group on Tuesday night after his testimony became public to ask why his testimony differed from the company’s comments in their latest earnings call.On the earnings call, Match executives had said they believed they were having productive conversations about Google’s 30% in-app payment fee through its Google Play store. But in testimony, Match complained that Google had made “false pretenses of an open platform” and complained about its “monopoly power.”Google Senior Director of Public Policy and Government Relations Wilson White said it sounded like employees working in Google’s business development team reached out to ask an “honest question.” Wilson said he didn’t view it as a threat “and we would never threaten our partners” because Google needs app developers to use its app store in order for it to be successful.Sen. Richard Blumenthal, D-Conn., said the call was “potentially actionable.”Klobuchar said she planned to look into the matter further.Spotify Chief Legal Officer Horacio Gutierrez said he could think of “at least four clear examples of threats and retaliation” from Apple after Spotify decided to speak out about alleged anticompetitive behavior and Apple’s fees for developers on digital products purchased through its platform. That included threats of removing Spotify’s app, refusing to promote it, or waiting for months for minor app updates to be approved, he claimed.“They’ve basically thrown the book at us in order to make it hard for us to continue to sustain our decision to speak up,” he said.Fees and rival productsMany app makers have complained about the fees gatekeepers charge for in-app purchases for digital services.Gutierrez complained of what he called Apple’s “gag order” over how it can communicate with its own users about how to upgrade to its paid version.For instance, Spotify allows customers to upgrade only outside of its iOS app in order to avoid Apple’s 15% to 30% commission fee on digital services purchased through its platform. But because Spotify doesn’t sell the paid service through its iOS app, Apple also doesn’t let the app maker talk about upgrades with customers through the app -- instead, users have to upgrade through a web browser on a PC or another method.At the same time, Apple operates a competing service, Apple Music, which has no such restrictions. Gutierrez claimed this gives Apple’s version an unfair advantage.Representatives from Apple and Google both told lawmakers that their fees for developers are meant to cover the costs that go into distributing apps through their platforms and securing them appropriately. Apple Chief Compliance Officer Kyle Andeer compared the services offered on the App Store today to the cumbersome and expensive process app makers had to pursue to distribute their apps before the App Store existed.White cast the group as a set of “small but vocal” voices of “primarily large companies.” He said he worried that in trying to satisfy their complaints, “we damage the very foundation that has allowed the Android open source ecosystem to work so well for a much larger set of small and medium-sized businesses.”In addition to complaints about fees, developers worried that Apple’s own rival products incentivized it to make unfavorable decisions toward them.For example, Tile General Counsel Kirsten Daru said the company had asked Apple for permission to use ultra-wideband (UWB) technology on iPhones to make its item-tracking technology more precise than it can be using only Bluetooth. She said Apple had refused the request, then reserved the technology for its own competitiveAirTags, which it announced on Tuesday.While Apple is rolling out a way for third-party developers to build on the more precise location data, Daru said that in other to access that, “we have to give Apple unprecedented control over our business and directed customers to the Find My app to find their lost items.”Andeer argued AirTags is a separate product from Tile, which currently has majority of the market share for the space, and that opening tools to more third-party developers will encourage competition.Unclear standardsApp makers also complained that Apple’s enforcement of its app store rules can appear arbitrary and delay the launch of key features. Apple may tell developers which rule they’ve violated, but not exactly how or what to do to fix it, Sine said.He said Tinder had tried to submit a version of its app with a feature aimed at protecting its LGBTQ+ users by notifying them when they were in a country where they could be at risk of exposing their sexuality or gender identity. Sine said that it took two months and a conversation between top executives of Match Group’s ownerIACand Apple to sort out the issue.An exchange between subcommittee Ranking Member Mike Lee, R-Utah, and Andeer revealed how complex Apple’s App Store rules can be.Lee asked Andeer to differentiate between why a paid service through Tinder might incur a commission while one for Uber would not. Andeer explained an Uber customer is paying for a non-digital service — a car to show up to their house — while they don’t expect the same return from Tinder, saying that would be a different service, in what appeared to be a insinuation of sex work.The app makers emphasized their reliance on the app stores because of their unprecedented access to consumers. But, they argued, it’s not the symbiotic relationship that Apple and Google like to paint.“We are not successful because of what Apple has done, we have been successful despite Apple’s interference,” Gutierrez said. “And we would have been much more successful but for their anticompetitive behavior.”","news_type":1},"isVote":1,"tweetType":1,"viewCount":53,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9021747708,"gmtCreate":1653108074204,"gmtModify":1676535226256,"author":{"id":"3548890322785063","authorId":"3548890322785063","name":"Chororo","avatar":"https://static.tigerbbs.com/0cbcbb673621a63bd8bb2f8219eded23","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3548890322785063","authorIdStr":"3548890322785063"},"themes":[],"htmlText":".&nbsp;","listText":".&nbsp;","text":".","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9021747708","repostId":"2237202440","repostType":4,"repost":{"id":"2237202440","pubTimestamp":1653100227,"share":"https://ttm.financial/m/news/2237202440?lang=&edition=fundamental","pubTime":"2022-05-21 10:30","market":"us","language":"en","title":"3 Reasons to Buy Shopify Now","url":"https://stock-news.laohu8.com/highlight/detail?id=2237202440","media":"Motley Fool","summary":"The e-commerce growth stock is on sale.","content":"<html><head></head><body><p>Few growth stocks have been hit as hard in the market sell-off as <b>Shopify</b>.</p><p>Shares of the e-commerce software leader have plunged 80% in just six months as a combination of shifting market sentiment, slowing growth in e-commerce, and declining valuations in the software-as-a-service sector have all shredded the stock.</p><p>Even after that plunge, it&#39;s still hard to call Shopify cheap. It trades at a price-to-sales ratio of 7 based on trailing results, and its price-to-earnings ratio is well into the triple digits.</p><p>But buying Shopify could prove to be a smart move down the road. Here are three reasons you should take advantage of the discount.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/113ac826a2bf185a8620ae71b2814fa0\" tg-width=\"700\" tg-height=\"466\" width=\"100%\" height=\"auto\"/><span>Image source: Getty Images.</span></p><h2>1. The stock is below pre-pandemic levels</h2><p>Anchoring in the stock market (when you use a previous price to put the current price in perspective) can be a bad idea since markets shift and a stock doesn&#39;t really care what its previous price was. But sometimes anchoring makes sense.</p><p>For example, in the first two months of 2020, before the pandemic hit, Shopify never traded below $395 a share, and it went as high as $593.89 on Feb. 12, 2020. By comparison, the stock was below $350 on Friday, May 20.</p><p>Shopify shares have fallen from pre-pandemic levels even as revenue tripled over 2020 and 2021.  In order for that to be a rational move, the stock&#39;s prospects need to have significantly worsened. While the short-term growth rate has slowed as the company faces difficult comparisons with the pandemic and there was a pull-forward effect in e-commerce from COVID, the long-term opportunity in online retail still looks promising.</p><p>There&#39;s no reason to think that the e-commerce market has suddenly matured.</p><h2>2. Its growth rate will accelerate</h2><p>Shopify&#39;s revenue growth slipped to 22% in the most recent quarter, by far the slowest in the company&#39;s publicly traded history, but there&#39;s a good reason for that.</p><p>Like other e-commerce companies, Shopify was lapping the last quarter before vaccines became available to the general public and one in which consumer spending was juiced by stimulus checks. Nearly every e-commerce company reported disappointing results in the first quarter, and <b>Amazon </b>even reported a decline in first-party sales.</p><p>That Shopify was able to outgrow its peers in a difficult environment shows it continues to gain market share, but the difficult comparison also means that its growth should accelerate as the year progresses and comparisons get easier. With the recent sell-off, investors seem to be overreacting to short-term news.</p><h2>3. Buy With Prime isn&#39;t a Shopify killer</h2><p>One reason for the negativity in Shopify is Amazon&#39;s new Buy With Prime program, which allows shoppers to shop with Prime benefits on the merchants&#39; own websites. Previously, Prime was available only through Amazon&#39;s site.</p><p>While this seems like a clever way for Amazon to tap into the Shopify user base, if the program is successful, it might not be so easy for Amazon to scale up to meet demand, since the company was already stretched thin once during the pandemic with delivery times becoming slower than normal. And it&#39;s not easy for a company of Amazon&#39;s size to ramp up capacity.</p><p>CEO Tobi Lütke was asked about Buy With Prime on the recent Shopify earnings call, and his response was telling. Lütke sees it as more of a complementary service than a competitor since it should expand the market for e-commerce and attract new online sellers, which is ultimately good for Shopify. As he put it, &#34;Whatever is good for merchants is -- that will cause more entrepreneurship, which is exactly -- helps the vision of a company.&#34;</p><p>2022 is likely to be a tough year for Shopify, especially as higher interest rates are expected to cool off the economy. But in its guidance, management forecast accelerating revenue growth with the fourth quarter being the strongest. A year from now, the Shopify story will likely look a lot better than it does today, and there&#39;s a good chance the stock price will reflect that.</p><p>The stock is down mostly on short-term concerns. Now is a great time to take advantage of the sell-off.</p></body></html>","source":"fool_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>3 Reasons to Buy Shopify Now</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n3 Reasons to Buy Shopify Now\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-05-21 10:30 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2022/05/20/3-reasons-to-buy-shopify-now/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Few growth stocks have been hit as hard in the market sell-off as Shopify.Shares of the e-commerce software leader have plunged 80% in just six months as a combination of shifting market sentiment, ...</p>\n\n<a href=\"https://www.fool.com/investing/2022/05/20/3-reasons-to-buy-shopify-now/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"SHOP":"Shopify Inc"},"source_url":"https://www.fool.com/investing/2022/05/20/3-reasons-to-buy-shopify-now/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2237202440","content_text":"Few growth stocks have been hit as hard in the market sell-off as Shopify.Shares of the e-commerce software leader have plunged 80% in just six months as a combination of shifting market sentiment, slowing growth in e-commerce, and declining valuations in the software-as-a-service sector have all shredded the stock.Even after that plunge, it's still hard to call Shopify cheap. It trades at a price-to-sales ratio of 7 based on trailing results, and its price-to-earnings ratio is well into the triple digits.But buying Shopify could prove to be a smart move down the road. Here are three reasons you should take advantage of the discount.Image source: Getty Images.1. The stock is below pre-pandemic levelsAnchoring in the stock market (when you use a previous price to put the current price in perspective) can be a bad idea since markets shift and a stock doesn't really care what its previous price was. But sometimes anchoring makes sense.For example, in the first two months of 2020, before the pandemic hit, Shopify never traded below $395 a share, and it went as high as $593.89 on Feb. 12, 2020. By comparison, the stock was below $350 on Friday, May 20.Shopify shares have fallen from pre-pandemic levels even as revenue tripled over 2020 and 2021.  In order for that to be a rational move, the stock's prospects need to have significantly worsened. While the short-term growth rate has slowed as the company faces difficult comparisons with the pandemic and there was a pull-forward effect in e-commerce from COVID, the long-term opportunity in online retail still looks promising.There's no reason to think that the e-commerce market has suddenly matured.2. Its growth rate will accelerateShopify's revenue growth slipped to 22% in the most recent quarter, by far the slowest in the company's publicly traded history, but there's a good reason for that.Like other e-commerce companies, Shopify was lapping the last quarter before vaccines became available to the general public and one in which consumer spending was juiced by stimulus checks. Nearly every e-commerce company reported disappointing results in the first quarter, and Amazon even reported a decline in first-party sales.That Shopify was able to outgrow its peers in a difficult environment shows it continues to gain market share, but the difficult comparison also means that its growth should accelerate as the year progresses and comparisons get easier. With the recent sell-off, investors seem to be overreacting to short-term news.3. Buy With Prime isn't a Shopify killerOne reason for the negativity in Shopify is Amazon's new Buy With Prime program, which allows shoppers to shop with Prime benefits on the merchants' own websites. Previously, Prime was available only through Amazon's site.While this seems like a clever way for Amazon to tap into the Shopify user base, if the program is successful, it might not be so easy for Amazon to scale up to meet demand, since the company was already stretched thin once during the pandemic with delivery times becoming slower than normal. And it's not easy for a company of Amazon's size to ramp up capacity.CEO Tobi Lütke was asked about Buy With Prime on the recent Shopify earnings call, and his response was telling. Lütke sees it as more of a complementary service than a competitor since it should expand the market for e-commerce and attract new online sellers, which is ultimately good for Shopify. As he put it, \"Whatever is good for merchants is -- that will cause more entrepreneurship, which is exactly -- helps the vision of a company.\"2022 is likely to be a tough year for Shopify, especially as higher interest rates are expected to cool off the economy. But in its guidance, management forecast accelerating revenue growth with the fourth quarter being the strongest. A year from now, the Shopify story will likely look a lot better than it does today, and there's a good chance the stock price will reflect that.The stock is down mostly on short-term concerns. Now is a great time to take advantage of the sell-off.","news_type":1},"isVote":1,"tweetType":1,"viewCount":204,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9099227737,"gmtCreate":1643372701634,"gmtModify":1676533812304,"author":{"id":"3548890322785063","authorId":"3548890322785063","name":"Chororo","avatar":"https://static.tigerbbs.com/0cbcbb673621a63bd8bb2f8219eded23","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3548890322785063","authorIdStr":"3548890322785063"},"themes":[],"htmlText":".&nbsp;","listText":".&nbsp;","text":".","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9099227737","repostId":"2206873939","repostType":4,"repost":{"id":"2206873939","weMediaInfo":{"introduction":"Stock Market Quotes, Business News, Financial News, Trading Ideas, and Stock Research by Professionals","home_visible":0,"media_name":"Benzinga","id":"1052270027","head_image":"https://static.tigerbbs.com/d08bf7808052c0ca9deb4e944cae32aa"},"pubTimestamp":1643371555,"share":"https://ttm.financial/m/news/2206873939?lang=&edition=fundamental","pubTime":"2022-01-28 20:05","market":"us","language":"en","title":"Phillips 66 Q4 EPS $2.94 Beats $1.87 Estimate","url":"https://stock-news.laohu8.com/highlight/detail?id=2206873939","media":"Benzinga","summary":"Phillips 66 (NYSE:PSX) reported quarterly earnings of $2.94 per share which beat the analyst consensus estimate of $1.87 by 57.22 percent. This is a 353.45 percent increase over losses of $(1.16) per share from the same","content":"<html><head></head><body><p><a href=\"https://laohu8.com/S/PSX\">Phillips 66</a> (NYSE:PSX) reported quarterly earnings of $2.94 per share which beat the analyst consensus estimate of $1.87 by 57.22 percent. </p><p>This is a 353.45 percent increase over losses of $(1.16) per share from the same period last year.</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>Phillips 66 Q4 EPS $2.94 Beats $1.87 Estimate</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\">\nPhillips 66 Q4 EPS $2.94 Beats $1.87 Estimate\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/d08bf7808052c0ca9deb4e944cae32aa);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Benzinga </p>\n<p class=\"h-time\">2022-01-28 20:05</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p><a href=\"https://laohu8.com/S/PSX\">Phillips 66</a> (NYSE:PSX) reported quarterly earnings of $2.94 per share which beat the analyst consensus estimate of $1.87 by 57.22 percent. </p><p>This is a 353.45 percent increase over losses of $(1.16) per share from the same period last year.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"PSX":"Phillips 66"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2206873939","content_text":"Phillips 66 (NYSE:PSX) reported quarterly earnings of $2.94 per share which beat the analyst consensus estimate of $1.87 by 57.22 percent. This is a 353.45 percent increase over losses of $(1.16) per share from the same period last year.","news_type":1},"isVote":1,"tweetType":1,"viewCount":171,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9004733745,"gmtCreate":1642688331302,"gmtModify":1676533735560,"author":{"id":"3548890322785063","authorId":"3548890322785063","name":"Chororo","avatar":"https://static.tigerbbs.com/0cbcbb673621a63bd8bb2f8219eded23","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3548890322785063","authorIdStr":"3548890322785063"},"themes":[],"htmlText":".&nbsp;","listText":".&nbsp;","text":".","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9004733745","repostId":"1184721727","repostType":4,"repost":{"id":"1184721727","pubTimestamp":1642687002,"share":"https://ttm.financial/m/news/1184721727?lang=&edition=fundamental","pubTime":"2022-01-20 21:56","market":"us","language":"en","title":"Netflix Earnings Preview: Subscriber Growth In Focus After Q3 'Squid Game' Surge","url":"https://stock-news.laohu8.com/highlight/detail?id=1184721727","media":"TheStreet","summary":"Netflix will need to show that it can maintain subscriber growth and boost revenues, particularly ou","content":"<html><head></head><body><p>Netflix will need to show that it can maintain subscriber growth and boost revenues, particularly outside of the U.S., with fourth quarter hits such as &#39;Maid&#39; and &#39;Don&#39;t Look Up&#34; when it posts earnings after the close of trading Thursday.</p><p>Netflix shares edged higher Thursday ahead of the streaming service giant&#39;s fourth quarter earnings after the closing bell, with investors focused on the impact of hits such as &#34;Don&#39;t Look Up&#34; and &#34;Maid&#34; on headline subscriber growth.</p><p>Analysts are looking for Netflix to post revenue in the region of $7.71 billion -- a 16% increase from the same period last year -- but book a smaller profit of 82 cents per share as content and expansion costs erode its bottom line.</p><p>Netflix itself sees fourth quarter revenues coming in at $7.7 billion,with earnings of 80 cents per share, net income of $365 million and negative free cash flow.</p><p>Headline subscriber growth will, however, be the key metric for investors, with analysts forecasting a global tally of around 8.5 million additions over the three months ending in December -- taking the overall total to around 222 million -- as Netflix faces stiffer competition from rivals such as AT&amp;T, Disney and Amazon.</p><p>And while Netflix won&#39;t be able to capitalize on the global phenomenon that was Squid Game, the violent Korean-made dystopian drama series which generated (according to Netflix) a a &#34;mind boggling&#34; total of 142 million household views, fourth quarter hits such as &#34;Don’t Look Up&#34;, &#34;Emily in Paris&#34; and &#34;Maid&#34; should still drive subscriber growth, particularly outside of north America.</p><p>&#34;The broad perception is that SVOD streaming&#39;s (total addressable market) has a lot of headroom and Netflix is a high-quality leader that can still grow,&#34; said Credit Suisse analyst Douglas Mitchelson. &#34;But low-hanging fruit has been picked, competition is coming, the streaming wars will drive up content costs, and valuation is not yet appealing for non-growth investors, leaving open a negative bias for sentiment given a lack of any clear confirmation from 4Q21 app downloads.&#34;</p><p>Netflix shares were marked 0.9% higher in pre-market trading Thursday to indicate an opening bell price of $520.50 each, a move that would trim the stock&#39;s six-month decline to around 2%.</p><p>Near-term subscriber projections, too, will likely move shares in extended hours trading as investors assess the impact of a recent 10% price increase in the U.S. and Canada that could trigger faster churn rates while simultaneously lifting revenue forecasts.</p><p>Content costs are also an important metric for Netflix investors, as it looks to spend close to $20 billion -- or nearly 65% of its entire 2022 revenue forecast -- on new or existing projects.</p><p>Netflix may also provide guidance on itsnascent move into video gaming, particularly given Microsoft&#39;s recently unveiled$69 billion takeover of Activision Blizzard, the largest in sector history.</p><p>&#34;We wonder if this initiative is part of mgmt looking out longer -term at how entertainment might evolve as immersive XR experiences, and trying to position the company as a key entertainment creator regardless of whether scripted or interactive, 2D or 3D,&#34; said Mitchelson. &#34;In any case, growth investors are looking for new platform narratives from Netflix, and so we will likely over -analyze their early efforts along with everyone else.&#34;</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>Netflix Earnings Preview: Subscriber Growth In Focus After Q3 'Squid Game' Surge</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\">\nNetflix Earnings Preview: Subscriber Growth In Focus After Q3 'Squid Game' Surge\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-01-20 21:56 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.thestreet.com/markets/netflix-earnings-subscriber-growth-key-after-q3-squid-game-surge><strong>TheStreet</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Netflix will need to show that it can maintain subscriber growth and boost revenues, particularly outside of the U.S., with fourth quarter hits such as 'Maid' and 'Don't Look Up\" when it posts ...</p>\n\n<a href=\"https://www.thestreet.com/markets/netflix-earnings-subscriber-growth-key-after-q3-squid-game-surge\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NFLX":"奈飞"},"source_url":"https://www.thestreet.com/markets/netflix-earnings-subscriber-growth-key-after-q3-squid-game-surge","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1184721727","content_text":"Netflix will need to show that it can maintain subscriber growth and boost revenues, particularly outside of the U.S., with fourth quarter hits such as 'Maid' and 'Don't Look Up\" when it posts earnings after the close of trading Thursday.Netflix shares edged higher Thursday ahead of the streaming service giant's fourth quarter earnings after the closing bell, with investors focused on the impact of hits such as \"Don't Look Up\" and \"Maid\" on headline subscriber growth.Analysts are looking for Netflix to post revenue in the region of $7.71 billion -- a 16% increase from the same period last year -- but book a smaller profit of 82 cents per share as content and expansion costs erode its bottom line.Netflix itself sees fourth quarter revenues coming in at $7.7 billion,with earnings of 80 cents per share, net income of $365 million and negative free cash flow.Headline subscriber growth will, however, be the key metric for investors, with analysts forecasting a global tally of around 8.5 million additions over the three months ending in December -- taking the overall total to around 222 million -- as Netflix faces stiffer competition from rivals such as AT&T, Disney and Amazon.And while Netflix won't be able to capitalize on the global phenomenon that was Squid Game, the violent Korean-made dystopian drama series which generated (according to Netflix) a a \"mind boggling\" total of 142 million household views, fourth quarter hits such as \"Don’t Look Up\", \"Emily in Paris\" and \"Maid\" should still drive subscriber growth, particularly outside of north America.\"The broad perception is that SVOD streaming's (total addressable market) has a lot of headroom and Netflix is a high-quality leader that can still grow,\" said Credit Suisse analyst Douglas Mitchelson. \"But low-hanging fruit has been picked, competition is coming, the streaming wars will drive up content costs, and valuation is not yet appealing for non-growth investors, leaving open a negative bias for sentiment given a lack of any clear confirmation from 4Q21 app downloads.\"Netflix shares were marked 0.9% higher in pre-market trading Thursday to indicate an opening bell price of $520.50 each, a move that would trim the stock's six-month decline to around 2%.Near-term subscriber projections, too, will likely move shares in extended hours trading as investors assess the impact of a recent 10% price increase in the U.S. and Canada that could trigger faster churn rates while simultaneously lifting revenue forecasts.Content costs are also an important metric for Netflix investors, as it looks to spend close to $20 billion -- or nearly 65% of its entire 2022 revenue forecast -- on new or existing projects.Netflix may also provide guidance on itsnascent move into video gaming, particularly given Microsoft's recently unveiled$69 billion takeover of Activision Blizzard, the largest in sector history.\"We wonder if this initiative is part of mgmt looking out longer -term at how entertainment might evolve as immersive XR experiences, and trying to position the company as a key entertainment creator regardless of whether scripted or interactive, 2D or 3D,\" said Mitchelson. \"In any case, growth investors are looking for new platform narratives from Netflix, and so we will likely over -analyze their early efforts along with everyone else.\"","news_type":1},"isVote":1,"tweetType":1,"viewCount":93,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9004095328,"gmtCreate":1642435704466,"gmtModify":1676533710611,"author":{"id":"3548890322785063","authorId":"3548890322785063","name":"Chororo","avatar":"https://static.tigerbbs.com/0cbcbb673621a63bd8bb2f8219eded23","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3548890322785063","authorIdStr":"3548890322785063"},"themes":[],"htmlText":"。","listText":"。","text":"。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9004095328","repostId":"1177851470","repostType":4,"repost":{"id":"1177851470","pubTimestamp":1642430618,"share":"https://ttm.financial/m/news/1177851470?lang=&edition=fundamental","pubTime":"2022-01-17 22:43","market":"us","language":"en","title":"Is Microsoft's Stock Overvalued Or Undervalued?","url":"https://stock-news.laohu8.com/highlight/detail?id=1177851470","media":"Benzinga","summary":"$Microsoft Corporation(MSFT)$ shares have outperformed the S&P 500 in the past year, generating a to","content":"<html><head></head><body><p>$<b>Microsoft Corporation(</b>MSFT)$ shares have outperformed the S&amp;P 500 in the past year, generating a total return of 42%.</p><p>Microsoft is still putting up impressive growth numbers. But with a $2.31 trillion market cap, some investors are wondering if there’s any value left in Microsoft stock.</p><p><b>Earnings:</b> A price-to-earnings ratio (PE) is one of the most basic fundamental metrics for gauging a stock’s value. The lower the PE, the higher the value. For comparison, the S&amp;P 500’s PE is currently at about 29.5, nearly double its long-term average of 15.6.</p><p><b>Microsoft’s PE is currently 34.0, slightly higher than the S&amp;P 500 average as a whole. Microsoft’s PE is also up 30.3% over the past five years, suggesting its earnings multiple is on the high end of its historical range.</b></p><p><b>Growth:</b> Looking ahead to the next four quarters, the S&amp;P 500’s forward PE ratio looks much more reasonable at just 20.9. <b>Unfortunately, Microsoft’s forward earnings ratio of 28.8 doesn’t make the stock undervalued at its current price.</b> In fact, it appears to be slightly overvalued compared to technology sectorpeers that are currently averaging a 27.9 forward earnings multiple.</p><p>However, when it comes to evaluating a stock, earnings aren&#39;t everything.</p><p>Growth rate is also critical for companies that are rapidly building their bottom lines. The price-to-earnings-to-growth ratio (PEG) is a good way to incorporate growth rates into the evaluation process. The S&amp;P 500’s overall PEG is currently about 1; Microsoft’s PEG is 2.0, a potential red flag that the stock has become overheated.</p><p>Price-to-sales ratio is another important valuation metric, particularly for unprofitable companies and growth stocks. The S&amp;P 500’s PS ratio is currently 3.21, nearly twice its long-term average of 1.63. Microsoft’s PS ratio is 12.98, definitely not what a value investor is looking for.</p><p>Finally, Wall Street analysts see decent gains for Microsoft shares over the next 12 months.<b>The average analyst price target among the 36 analysts covering Microsoft is $370, suggesting about 20.4% upside from current levels.</b></p><p><b>The Verdict:</b> At its current valuation, Microsoft stock is showing a couple of warning signs of being overvalued, so investors should proceed with caution.</p></body></html>","source":"lsy1606299360108","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's Stock Overvalued Or Undervalued?</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's Stock Overvalued Or Undervalued?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-01-17 22:43 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.benzinga.com/general/education/22/01/25061574/is-microsofts-stock-overvalued-or-undervalued><strong>Benzinga</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>$Microsoft Corporation(MSFT)$ shares have outperformed the S&P 500 in the past year, generating a total return of 42%.Microsoft is still putting up impressive growth numbers. But with a $2.31 trillion...</p>\n\n<a href=\"https://www.benzinga.com/general/education/22/01/25061574/is-microsofts-stock-overvalued-or-undervalued\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"MSFT":"微软"},"source_url":"https://www.benzinga.com/general/education/22/01/25061574/is-microsofts-stock-overvalued-or-undervalued","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1177851470","content_text":"$Microsoft Corporation(MSFT)$ shares have outperformed the S&P 500 in the past year, generating a total return of 42%.Microsoft is still putting up impressive growth numbers. But with a $2.31 trillion market cap, some investors are wondering if there’s any value left in Microsoft stock.Earnings: A price-to-earnings ratio (PE) is one of the most basic fundamental metrics for gauging a stock’s value. The lower the PE, the higher the value. For comparison, the S&P 500’s PE is currently at about 29.5, nearly double its long-term average of 15.6.Microsoft’s PE is currently 34.0, slightly higher than the S&P 500 average as a whole. Microsoft’s PE is also up 30.3% over the past five years, suggesting its earnings multiple is on the high end of its historical range.Growth: Looking ahead to the next four quarters, the S&P 500’s forward PE ratio looks much more reasonable at just 20.9. Unfortunately, Microsoft’s forward earnings ratio of 28.8 doesn’t make the stock undervalued at its current price. In fact, it appears to be slightly overvalued compared to technology sectorpeers that are currently averaging a 27.9 forward earnings multiple.However, when it comes to evaluating a stock, earnings aren't everything.Growth rate is also critical for companies that are rapidly building their bottom lines. The price-to-earnings-to-growth ratio (PEG) is a good way to incorporate growth rates into the evaluation process. The S&P 500’s overall PEG is currently about 1; Microsoft’s PEG is 2.0, a potential red flag that the stock has become overheated.Price-to-sales ratio is another important valuation metric, particularly for unprofitable companies and growth stocks. The S&P 500’s PS ratio is currently 3.21, nearly twice its long-term average of 1.63. Microsoft’s PS ratio is 12.98, definitely not what a value investor is looking for.Finally, Wall Street analysts see decent gains for Microsoft shares over the next 12 months.The average analyst price target among the 36 analysts covering Microsoft is $370, suggesting about 20.4% upside from current levels.The Verdict: At its current valuation, Microsoft stock is showing a couple of warning signs of being overvalued, so investors should proceed with caution.","news_type":1},"isVote":1,"tweetType":1,"viewCount":164,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":883573773,"gmtCreate":1631260469292,"gmtModify":1676530511511,"author":{"id":"3548890322785063","authorId":"3548890322785063","name":"Chororo","avatar":"https://static.tigerbbs.com/0cbcbb673621a63bd8bb2f8219eded23","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3548890322785063","authorIdStr":"3548890322785063"},"themes":[],"htmlText":"。","listText":"。","text":"。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/883573773","repostId":"1158877090","repostType":4,"repost":{"id":"1158877090","pubTimestamp":1631259068,"share":"https://ttm.financial/m/news/1158877090?lang=&edition=fundamental","pubTime":"2021-09-10 15:31","market":"us","language":"en","title":"Why Novavax Stock Slipped Thursday","url":"https://stock-news.laohu8.com/highlight/detail?id=1158877090","media":"Motley Fool","summary":"(Update: Sept 10, 2021 at 04:14 a.m. ET)\n\nAuthorization of the company's COVID-19 vaccine in India a","content":"<p><i><b>(Update: Sept 10, 2021 at 04:14 a.m. ET)</b></i></p>\n<blockquote>\n <b>Authorization of the company's COVID-19 vaccine in India appears to have hit a speed bump.</b>\n</blockquote>\n<p><b>Key Points</b></p>\n<ul>\n <li>A report stated that the Indian government has requested additional data for Novavax's COVID-19 vaccine candidate before it can grant Emergency Use Authorization.</li>\n <li>EUA for the vaccine in India was originally expected in October but will now be pushed back.</li>\n <li>The delay isn't a huge blow for Novavax with the company's bigger opportunities in developed markets.</li>\n</ul>\n<p><b>What happened</b></p>\n<p>Shares of&nbsp;<b><a href=\"https://laohu8.com/S/NVAX\">Novavax</a></b> were slipping 2.6% lower as of 3:25 p.m. EDT on Thursday. The decline came following a report by&nbsp;<i>The Economic Times</i>&nbsp;that the Indian government has requested additional data from Novavax's partner, Serum Institute of India (SII), for COVID-19 vaccine candidate NVX-CoV2373 (which is called Covovax in India).</p>\n<p><b>So what</b></p>\n<p>SII filed for Emergency Use Authorization (EUA) in India for Covovax in August. This submission was based on data from international clinical studies. An official with the country's drug regulatory agency has asked for data from a clinical trial of the vaccine conducted in India, according to<i>The Economic Times</i>&nbsp;article.</p>\n<p>The problem is that SII likely won't be able to submit data from the clinical studies of Covovax in India until next month. SII CEO Adar Poonawalla stated in August that his organization hoped that the COVID-19 vaccine would be launched in India in October for adults and in the first quarter of 2022 for children. That timeline will now be pushed back.</p>\n<p>This delay isn't a huge blow for Novavax, as evidenced by the relatively small drop in thevaccine stock. The company's biggest opportunities are in developed markets including the U.S. and Europe.</p>\n<p><b>Now what</b></p>\n<p>Novavax expects to file for EUA for NVX-CoV2373 in the United Kingdom within the next few weeks. That filing should be quickly followed by submissions in Australia, New Zealand, and the European Union. The company remains on track to file for U.S. EUA in the fourth quarter of 2021.</p>\n<p>Novavax fell over 2% in premarket trading.</p>\n<p><img src=\"https://static.tigerbbs.com/d6cab4a5dd8795f7fda9bc597e6d9d98\" tg-width=\"996\" tg-height=\"568\" width=\"100%\" height=\"auto\"></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Why Novavax Stock Slipped Thursday</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nWhy Novavax Stock Slipped Thursday\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-09-10 15:31 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2021/09/09/why-novavax-stock-slipped-today/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>(Update: Sept 10, 2021 at 04:14 a.m. ET)\n\nAuthorization of the company's COVID-19 vaccine in India appears to have hit a speed bump.\n\nKey Points\n\nA report stated that the Indian government has ...</p>\n\n<a href=\"https://www.fool.com/investing/2021/09/09/why-novavax-stock-slipped-today/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NVAX":"诺瓦瓦克斯医药"},"source_url":"https://www.fool.com/investing/2021/09/09/why-novavax-stock-slipped-today/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1158877090","content_text":"(Update: Sept 10, 2021 at 04:14 a.m. ET)\n\nAuthorization of the company's COVID-19 vaccine in India appears to have hit a speed bump.\n\nKey Points\n\nA report stated that the Indian government has requested additional data for Novavax's COVID-19 vaccine candidate before it can grant Emergency Use Authorization.\nEUA for the vaccine in India was originally expected in October but will now be pushed back.\nThe delay isn't a huge blow for Novavax with the company's bigger opportunities in developed markets.\n\nWhat happened\nShares of Novavax were slipping 2.6% lower as of 3:25 p.m. EDT on Thursday. The decline came following a report by The Economic Times that the Indian government has requested additional data from Novavax's partner, Serum Institute of India (SII), for COVID-19 vaccine candidate NVX-CoV2373 (which is called Covovax in India).\nSo what\nSII filed for Emergency Use Authorization (EUA) in India for Covovax in August. This submission was based on data from international clinical studies. An official with the country's drug regulatory agency has asked for data from a clinical trial of the vaccine conducted in India, according toThe Economic Times article.\nThe problem is that SII likely won't be able to submit data from the clinical studies of Covovax in India until next month. SII CEO Adar Poonawalla stated in August that his organization hoped that the COVID-19 vaccine would be launched in India in October for adults and in the first quarter of 2022 for children. That timeline will now be pushed back.\nThis delay isn't a huge blow for Novavax, as evidenced by the relatively small drop in thevaccine stock. The company's biggest opportunities are in developed markets including the U.S. and Europe.\nNow what\nNovavax expects to file for EUA for NVX-CoV2373 in the United Kingdom within the next few weeks. That filing should be quickly followed by submissions in Australia, New Zealand, and the European Union. The company remains on track to file for U.S. EUA in the fourth quarter of 2021.\nNovavax fell over 2% in premarket trading.","news_type":1},"isVote":1,"tweetType":1,"viewCount":45,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":173641996,"gmtCreate":1626659379215,"gmtModify":1703762831994,"author":{"id":"3548890322785063","authorId":"3548890322785063","name":"Chororo","avatar":"https://static.tigerbbs.com/0cbcbb673621a63bd8bb2f8219eded23","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3548890322785063","authorIdStr":"3548890322785063"},"themes":[],"htmlText":".&nbsp;","listText":".&nbsp;","text":".","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/173641996","repostId":"1179956883","repostType":4,"repost":{"id":"1179956883","pubTimestamp":1626658139,"share":"https://ttm.financial/m/news/1179956883?lang=&edition=fundamental","pubTime":"2021-07-19 09:28","market":"us","language":"en","title":"Risks of Crypto Stablecoins Attract Attention of Yellen, Fed and SEC","url":"https://stock-news.laohu8.com/highlight/detail?id=1179956883","media":"WSJ","summary":"Stablecoins, digital currencies pegged to national currencies like the U.S. dollar, are increasingly","content":"<p>Stablecoins, digital currencies pegged to national currencies like the U.S. dollar, are increasingly seen as a potential risknot just to crypto markets, but to the capital markets as well.</p>\n<p>Treasury Secretary Janet Yellen is scheduled Mondayto hold a meetingof the President’s Working Group on Financial Markets to discuss stablecoins, the Treasury Department said Friday. The group includes the heads of the Federal Reserve, the Securities and Exchange Commission and the Commodity Futures Trading Commission.</p>\n<p>“Bringing together regulators will enable us to assess the potential benefits of stablecoins while mitigating risks they could pose to users, markets, or the financial system,” Ms. Yellen said in a statement.</p>\n<p>Stablecoins are a key source of liquidity for cryptocurrency exchanges, their largest users, which need to process trades 24 hours a day. In the derivatives and decentralized finance markets, stablecoins are used by traders and speculators as collateral, and many contracts pay out in stablecoins.</p>\n<p>Stablecoins have exploded over the past year as cryptocurrency trading has taken off. The value of the three largest stablecoins—tether, USD Coin and Binance USD—is about $100 billion, up from about $11 billion a year ago.</p>\n<p>Jeremy Allaire, chief executive of the USD Coin issuer, Circle Internet Financial Inc., said the meeting of the president’s working group is a good thing for stablecoins and that he supports developing clear standards. “I think it’s good news,” he said.</p>\n<p>Tether Ltd., the issuer of the tether stablecoin, said it looked forward to working with officials to support transparency and compliance. Binance Holdings Ltd., issuer of Binance USD, said it sees the meeting as a positive move. Having regulators involved will bring more legitimacy and clarity to stablecoins, Binance Chief Compliance Officer Samuel Lim said.</p>\n<p>Stablecoins and the companies that issue them have been criticized as not being trustworthy.</p>\n<p>“There are many reasons to think that stablecoins—at least, many of the stablecoins—are not actually particularly stable,” Boston Federal Reserve President Eric Rosengren said in a June speech.</p>\n<p>While the startups issuing these stablecoins including Circle and Tether are responsible for assets that make them sizable players in the traditional capital markets, there are no clear rules about how the assets should be regulated to ensure stability.</p>\n<p>In December, the president’s working group released a statement on the regulatory issues concerning stablecoins. Among other things, it suggested that best practices would include a 1:1 reserve ratio and said issuers should hold “high-quality, U.S.-dollar denominated assets” and hold them at U.S.-regulated entities.</p>\n<p>Stablecoins operate on the assumption that their reserves are liquid and easily redeemable. Ostensibly, a stablecoin should at all times be redeemable for national currencies, and the amount held in reserve should equal the amount in circulation: currently $64 billion for Tether, $26 billion for USD Coin and $11 billion for Binance USD.</p>\n<p>Stablecoin reserves, however, don’t just sit in bank accounts collecting interest. Circle and Tether manage the reserves to provide some level of income.</p>\n<p>Neither Circle nor Tether provides a detailed breakdown of where their reserves are invested and the risks users of the tokens are taking. This lack of information has alarmed central bankers and lawmakers in the U.S. and overseas. Binance has said its stablecoin’s reserves are backed 1-1 by U.S. dollars held in custody by the New York-based crypto services company Paxos.</p>\n<p>Both Circle and Tether have separately defended the level of information they share with the markets.</p>\n<p>Stuart Hoegner, general counsel at Tether, said the company has a highly liquid portfolio that has been stress-tested. He said the company has a risk-averse approach to managing its reserves and operates in a way to ensure that its dollar peg is maintained.</p>\n<p>“Our transparency allows people to decide whether they are happy holding that token or not,” he said.</p>\n<p>What the companies have disclosed is that they have invested the reserves in corporate debt, commercial paper and other markets that are generally considered liquid, and in cash equivalents.</p>\n<p>Tether, according to a report it released earlier this year, held about half of its reserves in commercial paper—short-term loans used by companies to cover expenses. The credit ratings of the commercial paper and whether it came from the U.S. or overseas couldn’t be determined.</p>\n<p>In 2019, New York Attorney General Letitia James revealed as part of an investigation that executives of Tether, who also own and operate the exchange Bitfinex, took at least $700 million out of the tether reserve to shore up the balance sheet of Bitfinex.</p>\n<p>The case was settled in February. As part of that settlement, Tether agreed to release quarterly reports on the composition of its reserves.</p>\n<p>Regulators don’t have to look far for examples of what can go wrong in the world of finance. Money-market funds came under pressure last year during the pandemic-driven selloff and required support from the Fed. Dozens of money-market funds needed to be propped up during the 2008-09 financial crisis to prevent them from “breaking the buck,” or falling under their standard of a $1-a-share net asset value.</p>\n<p>Building trust was one of the biggest reasons that Circle decidedit would go public, according Mr. Allaire.</p>\n<p>“It is about being a public company and being an open and transparent company,” he said in an interview earlier this month.</p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Risks of Crypto Stablecoins Attract Attention of Yellen, Fed and SEC</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\">\nRisks of Crypto Stablecoins Attract Attention of Yellen, Fed and SEC\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-07-19 09:28 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.wsj.com/articles/risks-of-crypto-stablecoins-attract-attention-of-yellen-fed-and-sec-11626537601?mod=markets_lead_pos5><strong>WSJ</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Stablecoins, digital currencies pegged to national currencies like the U.S. dollar, are increasingly seen as a potential risknot just to crypto markets, but to the capital markets as well.\nTreasury ...</p>\n\n<a href=\"https://www.wsj.com/articles/risks-of-crypto-stablecoins-attract-attention-of-yellen-fed-and-sec-11626537601?mod=markets_lead_pos5\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"COIN":"Coinbase Global, Inc."},"source_url":"https://www.wsj.com/articles/risks-of-crypto-stablecoins-attract-attention-of-yellen-fed-and-sec-11626537601?mod=markets_lead_pos5","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1179956883","content_text":"Stablecoins, digital currencies pegged to national currencies like the U.S. dollar, are increasingly seen as a potential risknot just to crypto markets, but to the capital markets as well.\nTreasury Secretary Janet Yellen is scheduled Mondayto hold a meetingof the President’s Working Group on Financial Markets to discuss stablecoins, the Treasury Department said Friday. The group includes the heads of the Federal Reserve, the Securities and Exchange Commission and the Commodity Futures Trading Commission.\n“Bringing together regulators will enable us to assess the potential benefits of stablecoins while mitigating risks they could pose to users, markets, or the financial system,” Ms. Yellen said in a statement.\nStablecoins are a key source of liquidity for cryptocurrency exchanges, their largest users, which need to process trades 24 hours a day. In the derivatives and decentralized finance markets, stablecoins are used by traders and speculators as collateral, and many contracts pay out in stablecoins.\nStablecoins have exploded over the past year as cryptocurrency trading has taken off. The value of the three largest stablecoins—tether, USD Coin and Binance USD—is about $100 billion, up from about $11 billion a year ago.\nJeremy Allaire, chief executive of the USD Coin issuer, Circle Internet Financial Inc., said the meeting of the president’s working group is a good thing for stablecoins and that he supports developing clear standards. “I think it’s good news,” he said.\nTether Ltd., the issuer of the tether stablecoin, said it looked forward to working with officials to support transparency and compliance. Binance Holdings Ltd., issuer of Binance USD, said it sees the meeting as a positive move. Having regulators involved will bring more legitimacy and clarity to stablecoins, Binance Chief Compliance Officer Samuel Lim said.\nStablecoins and the companies that issue them have been criticized as not being trustworthy.\n“There are many reasons to think that stablecoins—at least, many of the stablecoins—are not actually particularly stable,” Boston Federal Reserve President Eric Rosengren said in a June speech.\nWhile the startups issuing these stablecoins including Circle and Tether are responsible for assets that make them sizable players in the traditional capital markets, there are no clear rules about how the assets should be regulated to ensure stability.\nIn December, the president’s working group released a statement on the regulatory issues concerning stablecoins. Among other things, it suggested that best practices would include a 1:1 reserve ratio and said issuers should hold “high-quality, U.S.-dollar denominated assets” and hold them at U.S.-regulated entities.\nStablecoins operate on the assumption that their reserves are liquid and easily redeemable. Ostensibly, a stablecoin should at all times be redeemable for national currencies, and the amount held in reserve should equal the amount in circulation: currently $64 billion for Tether, $26 billion for USD Coin and $11 billion for Binance USD.\nStablecoin reserves, however, don’t just sit in bank accounts collecting interest. Circle and Tether manage the reserves to provide some level of income.\nNeither Circle nor Tether provides a detailed breakdown of where their reserves are invested and the risks users of the tokens are taking. This lack of information has alarmed central bankers and lawmakers in the U.S. and overseas. Binance has said its stablecoin’s reserves are backed 1-1 by U.S. dollars held in custody by the New York-based crypto services company Paxos.\nBoth Circle and Tether have separately defended the level of information they share with the markets.\nStuart Hoegner, general counsel at Tether, said the company has a highly liquid portfolio that has been stress-tested. He said the company has a risk-averse approach to managing its reserves and operates in a way to ensure that its dollar peg is maintained.\n“Our transparency allows people to decide whether they are happy holding that token or not,” he said.\nWhat the companies have disclosed is that they have invested the reserves in corporate debt, commercial paper and other markets that are generally considered liquid, and in cash equivalents.\nTether, according to a report it released earlier this year, held about half of its reserves in commercial paper—short-term loans used by companies to cover expenses. The credit ratings of the commercial paper and whether it came from the U.S. or overseas couldn’t be determined.\nIn 2019, New York Attorney General Letitia James revealed as part of an investigation that executives of Tether, who also own and operate the exchange Bitfinex, took at least $700 million out of the tether reserve to shore up the balance sheet of Bitfinex.\nThe case was settled in February. As part of that settlement, Tether agreed to release quarterly reports on the composition of its reserves.\nRegulators don’t have to look far for examples of what can go wrong in the world of finance. Money-market funds came under pressure last year during the pandemic-driven selloff and required support from the Fed. Dozens of money-market funds needed to be propped up during the 2008-09 financial crisis to prevent them from “breaking the buck,” or falling under their standard of a $1-a-share net asset value.\nBuilding trust was one of the biggest reasons that Circle decidedit would go public, according Mr. Allaire.\n“It is about being a public company and being an open and transparent company,” he said in an interview earlier this month.","news_type":1},"isVote":1,"tweetType":1,"viewCount":83,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":377302729,"gmtCreate":1619493835961,"gmtModify":1704724877653,"author":{"id":"3548890322785063","authorId":"3548890322785063","name":"Chororo","avatar":"https://static.tigerbbs.com/0cbcbb673621a63bd8bb2f8219eded23","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3548890322785063","authorIdStr":"3548890322785063"},"themes":[],"htmlText":".&nbsp;","listText":".&nbsp;","text":".","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":3,"repostSize":0,"link":"https://ttm.financial/post/377302729","repostId":"1190086074","repostType":4,"repost":{"id":"1190086074","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":1619480390,"share":"https://ttm.financial/m/news/1190086074?lang=&edition=fundamental","pubTime":"2021-04-27 07:39","market":"us","language":"en","title":"Tesla posts record net income of $438 million, revenue surges by 74%","url":"https://stock-news.laohu8.com/highlight/detail?id=1190086074","media":"Tiger Newspress","summary":"Tesla reported record net income of $438 million during the quarter, as well as earnings of 93 cents per share on $10.39 billion in revenue.In its earnings release, the company said it has weathered chip shortages that have plagued the auto industry in part by “pivoting extremely quickly to new microcontrollers, while simultaneously developing firmware for new chips made by new suppliers.”On an earnings call, CEO Elon Musk said the delayed new version of the company’s Model S sedan will be deliv","content":"<p><b>KEY POINTS</b></p><ul><li>Tesla reported record net income of $438 million during the quarter, as well as earnings of 93 cents per share on $10.39 billion in revenue.</li><li>In its earnings release, the company said it has weathered chip shortages that have plagued the auto industry in part by “pivoting extremely quickly to new microcontrollers, while simultaneously developing firmware for new chips made by new suppliers.”</li><li>On an earnings call, CEO Elon Musk said the delayed new version of the company’s Model S sedan will be delivered starting in May 2021, and Model X deliveries will begin in the third quarter of the year.</li></ul><p>Tesla&nbsp;reported first-quarter results after the bell on Monday. The company beat expectations handily, buoyed by sales of bitcoin and regulatory credits, but the stock dipped as much as 2.5% after hours as investors digested the numbers.</p><p><img src=\"https://static.tigerbbs.com/fec5c52f391c1077b749edc13b7b3417\" tg-width=\"1302\" tg-height=\"833\" referrerpolicy=\"no-referrer\"></p><p>Here’s how the company fared in the quarter, compared with analyst estimates compiled by Refinitiv:</p><ul><li><b>Earnings:</b>93 cents per share vs. 79 cents per share expected</li><li><b>Revenue:</b>$10.39 billion vs. $10.29 billion expected, up 74% from a year ago</li></ul><p>Net profit reached a quarterly record of $438 million on a GAAP basis, and the company recorded $518 million in revenue from sales of regulatory credits during the period. It also recorded a $101 million positive impact from&nbsp;sales of bitcoin&nbsp;during the quarter.</p><p><img src=\"https://static.tigerbbs.com/107ab1e725bed375ea106bdf3024ec6a\" tg-width=\"1910\" tg-height=\"1097\" referrerpolicy=\"no-referrer\"></p><p>CEO Elon Musk’s electric vehicle business reported in the first quarter&nbsp;vehicle deliveries of 184,800&nbsp;Model 3 and Model Y cars, beating expectations and setting a record for Tesla. However, the company also said it produced none of its higher-end Model S sedans or Model X SUVs for the period ending March. It delivered2,020 older Model S sedans and Model X SUVs from inventory.</p><p>On Monday’s earnings call, Musk said the new version of the company’s Model S sedans will finally be delivered to customers starting in May 2021, with Model X deliveries to begin in the third quarter of the year. Musk and CFO Zachary Kirkhorn both said supply chain issues are likely to remain a challenge for Tesla this year.</p><p>In January 2021 (during a fourth-quarter 2020 earnings update) Musk had said that the Model S Plaid was already in production would be delivered starting in February 2021. But he admitted on Monday, “There were more challenges than expected,” in producing the refreshed version of these vehicles. He did not elaborate.</p><p>Tesla is now aiming to produce 2,000 Model S and X vehicles per week later this year.</p><p>The company said Monday it expects more than 50% vehicle delivery growth in 2021 overall, which implies minimum deliveries around 750,000 vehicles this year.</p><p>The fact Tesla grew vehicle unit sales by more than 100% year over year but grew service centers by only 28% and its mobile service fleet by only 22% explains why some Tesla customers face frustratingly long wait times for repairs. Service expansion is not keeping pace with the volume of vehicles sold.</p><p>Tesla said it has weathered chip shortages that have plagued the auto industry in part by “pivoting extremely quickly to new microcontrollers, while simultaneously developing firmware for new chips made by new suppliers.” It did not disclose the names of its new suppliers.</p><p>It also reiterated Musk’s frequent claim that cameras, not radar, are a better path toward autonomous vehicles. “Our AI-based software architecture has been increasingly reliant on cameras, to the point where radar is becoming unnecessary earlier than expected. As a result, our FSD [Full Self-Driving] team is fully focused on evolving to a vision-based autonomous system and we are nearly ready to switch the US market to Tesla Vision,” the company said in its earnings release.</p><p>Revenue for its energy generation and storage business nearly doubled for Tesla versus the same period in 2020, when Musk said Covid, then an emerging pandemic, had slowed its energy business to a crawl. But energy revenue declined from $787 million in the fourth quarter to $595 million in the first quarter of 2021.</p><p>Recently, Tesla increased prices for its solar rooftops by 50%, and now requires anyone ordering solar photovoltaics (including Tesla solar roof tiles) to also order the Powerwall, Tesla’s home energy storage system. The sudden price change applied retroactively to some&nbsp;vexed customers.</p><p>Musk said on the Q1 2021 call that he is aiming for homes with solar rooftops and batteries from Tesla to function as a “giant distributed utility” that can help incumbent electrical utilities supply customers with all the electricity they need as demand and extreme weather events increase.</p><p>Executives did not say how they would change their production or mix of battery cells from suppliers in order to make a higher volume of vehicles and energy storage products in 2021.</p><p>Musk said the company’s 4680 cells, which it developed independently and makes at a pilot plant in Fremont, California, are not yet reliable enough to be shipped in Tesla vehicles. He said Tesla would probably “achieve volume production” of these cells in 12 to 18 months.</p><p>The company revealed in February it purchased&nbsp;$1.5 billion in bitcoin&nbsp;and would potentially invest in other cryptocurrencies in the future. By April, bitcoin rose to record levels before pulling back. In its statement of cash flows, Tesla revealed that it had sold $272 million worth of “digital assets,” presumably bitcoin, during the quarter.</p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Tesla posts record net income of $438 million, revenue surges by 74%</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nTesla posts record net income of $438 million, revenue surges by 74%\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\">2021-04-27 07:39</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p><b>KEY POINTS</b></p><ul><li>Tesla reported record net income of $438 million during the quarter, as well as earnings of 93 cents per share on $10.39 billion in revenue.</li><li>In its earnings release, the company said it has weathered chip shortages that have plagued the auto industry in part by “pivoting extremely quickly to new microcontrollers, while simultaneously developing firmware for new chips made by new suppliers.”</li><li>On an earnings call, CEO Elon Musk said the delayed new version of the company’s Model S sedan will be delivered starting in May 2021, and Model X deliveries will begin in the third quarter of the year.</li></ul><p>Tesla&nbsp;reported first-quarter results after the bell on Monday. The company beat expectations handily, buoyed by sales of bitcoin and regulatory credits, but the stock dipped as much as 2.5% after hours as investors digested the numbers.</p><p><img src=\"https://static.tigerbbs.com/fec5c52f391c1077b749edc13b7b3417\" tg-width=\"1302\" tg-height=\"833\" referrerpolicy=\"no-referrer\"></p><p>Here’s how the company fared in the quarter, compared with analyst estimates compiled by Refinitiv:</p><ul><li><b>Earnings:</b>93 cents per share vs. 79 cents per share expected</li><li><b>Revenue:</b>$10.39 billion vs. $10.29 billion expected, up 74% from a year ago</li></ul><p>Net profit reached a quarterly record of $438 million on a GAAP basis, and the company recorded $518 million in revenue from sales of regulatory credits during the period. It also recorded a $101 million positive impact from&nbsp;sales of bitcoin&nbsp;during the quarter.</p><p><img src=\"https://static.tigerbbs.com/107ab1e725bed375ea106bdf3024ec6a\" tg-width=\"1910\" tg-height=\"1097\" referrerpolicy=\"no-referrer\"></p><p>CEO Elon Musk’s electric vehicle business reported in the first quarter&nbsp;vehicle deliveries of 184,800&nbsp;Model 3 and Model Y cars, beating expectations and setting a record for Tesla. However, the company also said it produced none of its higher-end Model S sedans or Model X SUVs for the period ending March. It delivered2,020 older Model S sedans and Model X SUVs from inventory.</p><p>On Monday’s earnings call, Musk said the new version of the company’s Model S sedans will finally be delivered to customers starting in May 2021, with Model X deliveries to begin in the third quarter of the year. Musk and CFO Zachary Kirkhorn both said supply chain issues are likely to remain a challenge for Tesla this year.</p><p>In January 2021 (during a fourth-quarter 2020 earnings update) Musk had said that the Model S Plaid was already in production would be delivered starting in February 2021. But he admitted on Monday, “There were more challenges than expected,” in producing the refreshed version of these vehicles. He did not elaborate.</p><p>Tesla is now aiming to produce 2,000 Model S and X vehicles per week later this year.</p><p>The company said Monday it expects more than 50% vehicle delivery growth in 2021 overall, which implies minimum deliveries around 750,000 vehicles this year.</p><p>The fact Tesla grew vehicle unit sales by more than 100% year over year but grew service centers by only 28% and its mobile service fleet by only 22% explains why some Tesla customers face frustratingly long wait times for repairs. Service expansion is not keeping pace with the volume of vehicles sold.</p><p>Tesla said it has weathered chip shortages that have plagued the auto industry in part by “pivoting extremely quickly to new microcontrollers, while simultaneously developing firmware for new chips made by new suppliers.” It did not disclose the names of its new suppliers.</p><p>It also reiterated Musk’s frequent claim that cameras, not radar, are a better path toward autonomous vehicles. “Our AI-based software architecture has been increasingly reliant on cameras, to the point where radar is becoming unnecessary earlier than expected. As a result, our FSD [Full Self-Driving] team is fully focused on evolving to a vision-based autonomous system and we are nearly ready to switch the US market to Tesla Vision,” the company said in its earnings release.</p><p>Revenue for its energy generation and storage business nearly doubled for Tesla versus the same period in 2020, when Musk said Covid, then an emerging pandemic, had slowed its energy business to a crawl. But energy revenue declined from $787 million in the fourth quarter to $595 million in the first quarter of 2021.</p><p>Recently, Tesla increased prices for its solar rooftops by 50%, and now requires anyone ordering solar photovoltaics (including Tesla solar roof tiles) to also order the Powerwall, Tesla’s home energy storage system. The sudden price change applied retroactively to some&nbsp;vexed customers.</p><p>Musk said on the Q1 2021 call that he is aiming for homes with solar rooftops and batteries from Tesla to function as a “giant distributed utility” that can help incumbent electrical utilities supply customers with all the electricity they need as demand and extreme weather events increase.</p><p>Executives did not say how they would change their production or mix of battery cells from suppliers in order to make a higher volume of vehicles and energy storage products in 2021.</p><p>Musk said the company’s 4680 cells, which it developed independently and makes at a pilot plant in Fremont, California, are not yet reliable enough to be shipped in Tesla vehicles. He said Tesla would probably “achieve volume production” of these cells in 12 to 18 months.</p><p>The company revealed in February it purchased&nbsp;$1.5 billion in bitcoin&nbsp;and would potentially invest in other cryptocurrencies in the future. By April, bitcoin rose to record levels before pulling back. In its statement of cash flows, Tesla revealed that it had sold $272 million worth of “digital assets,” presumably bitcoin, during the quarter.</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TSLA":"特斯拉"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1190086074","content_text":"KEY POINTSTesla reported record net income of $438 million during the quarter, as well as earnings of 93 cents per share on $10.39 billion in revenue.In its earnings release, the company said it has weathered chip shortages that have plagued the auto industry in part by “pivoting extremely quickly to new microcontrollers, while simultaneously developing firmware for new chips made by new suppliers.”On an earnings call, CEO Elon Musk said the delayed new version of the company’s Model S sedan will be delivered starting in May 2021, and Model X deliveries will begin in the third quarter of the year.Tesla reported first-quarter results after the bell on Monday. The company beat expectations handily, buoyed by sales of bitcoin and regulatory credits, but the stock dipped as much as 2.5% after hours as investors digested the numbers.Here’s how the company fared in the quarter, compared with analyst estimates compiled by Refinitiv:Earnings:93 cents per share vs. 79 cents per share expectedRevenue:$10.39 billion vs. $10.29 billion expected, up 74% from a year agoNet profit reached a quarterly record of $438 million on a GAAP basis, and the company recorded $518 million in revenue from sales of regulatory credits during the period. It also recorded a $101 million positive impact from sales of bitcoin during the quarter.CEO Elon Musk’s electric vehicle business reported in the first quarter vehicle deliveries of 184,800 Model 3 and Model Y cars, beating expectations and setting a record for Tesla. However, the company also said it produced none of its higher-end Model S sedans or Model X SUVs for the period ending March. It delivered2,020 older Model S sedans and Model X SUVs from inventory.On Monday’s earnings call, Musk said the new version of the company’s Model S sedans will finally be delivered to customers starting in May 2021, with Model X deliveries to begin in the third quarter of the year. Musk and CFO Zachary Kirkhorn both said supply chain issues are likely to remain a challenge for Tesla this year.In January 2021 (during a fourth-quarter 2020 earnings update) Musk had said that the Model S Plaid was already in production would be delivered starting in February 2021. But he admitted on Monday, “There were more challenges than expected,” in producing the refreshed version of these vehicles. He did not elaborate.Tesla is now aiming to produce 2,000 Model S and X vehicles per week later this year.The company said Monday it expects more than 50% vehicle delivery growth in 2021 overall, which implies minimum deliveries around 750,000 vehicles this year.The fact Tesla grew vehicle unit sales by more than 100% year over year but grew service centers by only 28% and its mobile service fleet by only 22% explains why some Tesla customers face frustratingly long wait times for repairs. Service expansion is not keeping pace with the volume of vehicles sold.Tesla said it has weathered chip shortages that have plagued the auto industry in part by “pivoting extremely quickly to new microcontrollers, while simultaneously developing firmware for new chips made by new suppliers.” It did not disclose the names of its new suppliers.It also reiterated Musk’s frequent claim that cameras, not radar, are a better path toward autonomous vehicles. “Our AI-based software architecture has been increasingly reliant on cameras, to the point where radar is becoming unnecessary earlier than expected. As a result, our FSD [Full Self-Driving] team is fully focused on evolving to a vision-based autonomous system and we are nearly ready to switch the US market to Tesla Vision,” the company said in its earnings release.Revenue for its energy generation and storage business nearly doubled for Tesla versus the same period in 2020, when Musk said Covid, then an emerging pandemic, had slowed its energy business to a crawl. But energy revenue declined from $787 million in the fourth quarter to $595 million in the first quarter of 2021.Recently, Tesla increased prices for its solar rooftops by 50%, and now requires anyone ordering solar photovoltaics (including Tesla solar roof tiles) to also order the Powerwall, Tesla’s home energy storage system. The sudden price change applied retroactively to some vexed customers.Musk said on the Q1 2021 call that he is aiming for homes with solar rooftops and batteries from Tesla to function as a “giant distributed utility” that can help incumbent electrical utilities supply customers with all the electricity they need as demand and extreme weather events increase.Executives did not say how they would change their production or mix of battery cells from suppliers in order to make a higher volume of vehicles and energy storage products in 2021.Musk said the company’s 4680 cells, which it developed independently and makes at a pilot plant in Fremont, California, are not yet reliable enough to be shipped in Tesla vehicles. He said Tesla would probably “achieve volume production” of these cells in 12 to 18 months.The company revealed in February it purchased $1.5 billion in bitcoin and would potentially invest in other cryptocurrencies in the future. By April, bitcoin rose to record levels before pulling back. In its statement of cash flows, Tesla revealed that it had sold $272 million worth of “digital assets,” presumably bitcoin, during the quarter.","news_type":1},"isVote":1,"tweetType":1,"viewCount":173,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9017318566,"gmtCreate":1649744179234,"gmtModify":1676534562948,"author":{"id":"3548890322785063","authorId":"3548890322785063","name":"Chororo","avatar":"https://static.tigerbbs.com/0cbcbb673621a63bd8bb2f8219eded23","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3548890322785063","authorIdStr":"3548890322785063"},"themes":[],"htmlText":".&nbsp;","listText":".&nbsp;","text":".","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9017318566","repostId":"1183803522","repostType":4,"repost":{"id":"1183803522","pubTimestamp":1649742741,"share":"https://ttm.financial/m/news/1183803522?lang=&edition=fundamental","pubTime":"2022-04-12 13:52","market":"other","language":"en","title":"Pendal Rejects Perpetual Takeover Bid, Announces $100m Buyback","url":"https://stock-news.laohu8.com/highlight/detail?id=1183803522","media":"Business News Australia","summary":"Pendal Group (ASX: PDL) has knocked back a $2.4 billion takeover bid from rival Perpetual (ASX: PPT)","content":"<html><head></head><body><p>Pendal Group (ASX: PDL) has knocked back a $2.4 billion takeover bid from rival Perpetual (ASX: PPT) after the board announced today the proposal “significantly undervalues the current and future value” of the company.</p><p>The rejected offer would have seen the Sydney-based firm acquired for one PPT share for every 7.5 PDL shares plus $1.67 cash – representing an indicative value of $6.23 per PDL share based on the closing price on 1 April.</p><p>The board noted the offer only represented a 0.3 per cent premium to the 180-day volume-weighted average price of PDL shares up until then, determining it was &#34;materially below&#34; PDL&#39;s underlying standalone value.</p><p>In an ASX announcement released today, the PDL board stood by the value of the company and said it “has some of the most respected investment talent in the world” alongside a “compelling global distribution footprint across the UK, Europe, the US and Australia”.</p><p>Upon dismissing the scrip-heavy bid, PDL also announced it would launch a $100 million buyback after the board found its shares are currently “undervalued”.</p><p>The company said it had a “strong cash-generating business with a solid balance sheet” that “provides significant flexibility to pursue growth and capital management initiatives for the benefit of shareholders.”</p><p>“The timing and number of shares purchased will depend on the prevailing share price, market conditions, ASX rules and other relevant factors,” Pendal said.</p><p>The buyback will be funded from a combination of cash reserves and financial assets and begin after the company releases its interim results in May.</p><h2>Funds Under Management</h2><p>Coinciding with the bid rejection was an update to Pendal’s funds under management (FUM) for the quarter ending 31 March, which fell from $135.7 billion to $124.9 billion in the span of four months.</p><p>Almost half of Pendal’s FUM is in the US ($57.2 billion), followed by Australia ($34.5 billion) and Europe, UK and Asia ($22.3 billion).</p><p>Pendal Group CEO Nick Good said the company is “pleased to have seen a significant improvement in flows despite weak and volatile markets that have impacted overall fund levels.”</p><p>“Our diversified book of businesses means we are well positioned to offer clients the range of investment strategies they require to meet their changing investment needs. We are also making solid progress on our multi-year investment program,”</p><p>“Pendal has some of the most respected investment talent in the world, a compelling global distribution footprint and a diversified product suite including a growing range of sustainable and impact solutions.”</p><p>“I have confidence our strategic priorities will deliver long-term organic growth.”</p></body></html>","source":"lsy1649742764578","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>Pendal Rejects Perpetual Takeover Bid, Announces $100m Buyback</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\">\nPendal Rejects Perpetual Takeover Bid, Announces $100m Buyback\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-04-12 13:52 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.businessnewsaustralia.com/articles/pendal-rejects-perpetual-takeover-bid--announces--100m-buyback.html><strong>Business News Australia</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Pendal Group (ASX: PDL) has knocked back a $2.4 billion takeover bid from rival Perpetual (ASX: PPT) after the board announced today the proposal “significantly undervalues the current and future ...</p>\n\n<a href=\"https://www.businessnewsaustralia.com/articles/pendal-rejects-perpetual-takeover-bid--announces--100m-buyback.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"PDL.AU":"Pendal","PPT.AU":"PERPETUAL LTD"},"source_url":"https://www.businessnewsaustralia.com/articles/pendal-rejects-perpetual-takeover-bid--announces--100m-buyback.html","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1183803522","content_text":"Pendal Group (ASX: PDL) has knocked back a $2.4 billion takeover bid from rival Perpetual (ASX: PPT) after the board announced today the proposal “significantly undervalues the current and future value” of the company.The rejected offer would have seen the Sydney-based firm acquired for one PPT share for every 7.5 PDL shares plus $1.67 cash – representing an indicative value of $6.23 per PDL share based on the closing price on 1 April.The board noted the offer only represented a 0.3 per cent premium to the 180-day volume-weighted average price of PDL shares up until then, determining it was \"materially below\" PDL's underlying standalone value.In an ASX announcement released today, the PDL board stood by the value of the company and said it “has some of the most respected investment talent in the world” alongside a “compelling global distribution footprint across the UK, Europe, the US and Australia”.Upon dismissing the scrip-heavy bid, PDL also announced it would launch a $100 million buyback after the board found its shares are currently “undervalued”.The company said it had a “strong cash-generating business with a solid balance sheet” that “provides significant flexibility to pursue growth and capital management initiatives for the benefit of shareholders.”“The timing and number of shares purchased will depend on the prevailing share price, market conditions, ASX rules and other relevant factors,” Pendal said.The buyback will be funded from a combination of cash reserves and financial assets and begin after the company releases its interim results in May.Funds Under ManagementCoinciding with the bid rejection was an update to Pendal’s funds under management (FUM) for the quarter ending 31 March, which fell from $135.7 billion to $124.9 billion in the span of four months.Almost half of Pendal’s FUM is in the US ($57.2 billion), followed by Australia ($34.5 billion) and Europe, UK and Asia ($22.3 billion).Pendal Group CEO Nick Good said the company is “pleased to have seen a significant improvement in flows despite weak and volatile markets that have impacted overall fund levels.”“Our diversified book of businesses means we are well positioned to offer clients the range of investment strategies they require to meet their changing investment needs. We are also making solid progress on our multi-year investment program,”“Pendal has some of the most respected investment talent in the world, a compelling global distribution footprint and a diversified product suite including a growing range of sustainable and impact solutions.”“I have confidence our strategic priorities will deliver long-term organic growth.”","news_type":1},"isVote":1,"tweetType":1,"viewCount":76,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9036995904,"gmtCreate":1646959102014,"gmtModify":1676534181537,"author":{"id":"3548890322785063","authorId":"3548890322785063","name":"Chororo","avatar":"https://static.tigerbbs.com/0cbcbb673621a63bd8bb2f8219eded23","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3548890322785063","authorIdStr":"3548890322785063"},"themes":[],"htmlText":"。","listText":"。","text":"。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9036995904","repostId":"2218269312","repostType":4,"repost":{"id":"2218269312","pubTimestamp":1646957028,"share":"https://ttm.financial/m/news/2218269312?lang=&edition=fundamental","pubTime":"2022-03-11 08:03","market":"us","language":"en","title":"Think It Is Too Late To Buy Oil Stocks? These 5 Stocks Still Look Appealing","url":"https://stock-news.laohu8.com/highlight/detail?id=2218269312","media":"Motley Fool","summary":"There are still some hidden gems in the oil patch.","content":"<html><head></head><body><p>With crude oil prices zooming past $125 per barrel, most oil and gas stocks have also risen substantially. The <b>S&amp;P Energy Select Sector Index</b> is up nearly 39% so far this year. But that doesn&#39;t mean that there are no bargain opportunities left in the segment. Here are five stocks that still look attractive buys.</p><h2>Enbridge</h2><p>Canadian energy giant <b>Enbridge&#39;s</b> (NYSE:ENB) stock has risen about 12% so far this year. The stock&#39;s relative underperformance compared to the S&amp;P Energy Select Sector Index doesn&#39;t, however, indicate any fundamental issues with the company. Instead, it is indicative of the resilience of the company&#39;s cash flows toward oil price volatility. That means if oil prices fall from here, Enbridge stock won&#39;t fall as steeply as stocks of companies directly involved in exploration and production.</p><p>This relative resilience allowed Enbridge to raise its quarterly dividend for 27 years in a row. In 2021, the company&#39;s adjusted earnings rose to $5.6 billion Canadian from CA$4.9 billion in 2020. What&#39;s more, Enbridge placed around CA$10 billion of capital projects into service in 2021, which should continue to fuel its earnings growth in the coming years.</p><p>Finally, Enbridge is also looking to pivot toward renewable energy systematically. By focusing on renewable energy projects that make economic sense, Enbridge is keeping its eyes open toward this growing segment, which can potentially boost its cash flows further.</p><p>Enbridge stock offers an attractive dividend yield of 6.1% as of this writing. In short, it is still too appealing to pass up right now.</p><h2>Enterprise Products Partners</h2><p>Pipeline operator <b>Enterprise Products Partners&#39;</b> (NYSE:EPD) stock still offers an extremely attractive yield of nearly 7.1%. The MLP (master-limited partnership) has increased its per-unit distribution for 23 straight years. Long-term fee-based contracts for the use of its assets are behind Enterprise Products&#39; steady cash flows over the years. In 2021, Enterprise Products Partners generated distributable cash flow (DCF) of $6.6 billion.</p><p><img src=\"https://static.tigerbbs.com/42f4597c36f6d8b066b623015a447e1c\" tg-width=\"720\" tg-height=\"387\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>ENB Cash from Operations (TTM) data by YCharts.</p><p>Enterprise Products Partners invested $1.8 billion in growth projects in 2021. Further, the company recently acquired Navitas Midstream Partners for $3.25 billion in cash. The acquisition strengthens Enterprise&#39;s position in the prolific Midland Basin.</p><p>So, Enterprise Products is exploring all avenues to fuel growth. The company has a strong balance sheet, and it also retains a substantial part of cash generated from operations that it can invest for growth. All in all, this is <a href=\"https://laohu8.com/S/AONE.U\">one</a> energy stock to add to your portfolio right away.</p><h2>Kinder Morgan</h2><p><b>Kinder Morgan</b> (NYSE:KMI) is gas focused with roughly 60% of its earnings coming from its natural gas segment. Yet, crude oil and refined products pipelines and terminals also contribute to a significant chunk of Kinder Morgan&#39;s earnings. At 5.8%, the stock offers one of the highest yields among the <b>S&amp;P 500</b> companies.</p><p><img src=\"https://static.tigerbbs.com/e9eb31ab4da32157e4fd44939a5edf6d\" tg-width=\"720\" tg-height=\"387\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>ENB Dividend Yield data by YCharts</p><p>Kinder Morgan generates steady cash flows from take-or-pay and fee-based contracts for its assets. Take-or-pay contracts entitle Kinder Morgan for payments irrespective of the volume of products transported. Kinder Morgan moves roughly 40% of natural gas consumed in or exported from the U.S. Its extensive asset base provides it an edge over smaller competitors.</p><p>In the last six years, Kinder Morgan has generated $15 billion in free cash flow and paid cash dividends of $11 billion. So, it has surely come a long way from its dividend cut after a sharp fall in commodity prices in 2014. Overall, Kinder Morgan stock makes an appealing buy right now.</p><h2>Magellan Midstream Partners</h2><p>Midstream MLP <b>Magellan Midstream Partners</b> (NYSE:MMP) is primarily involved in the transport and storage of crude oil and refined products. The company has raised its distribution for 20 years in a row, thanks to its steady, fee-based cash flows.</p><p>Moreover, Magellan targets a debt-to-EBITDA (earnings before interest, taxes, depreciation, and amortization) ratio of less than 4 in the long run. It has managed to maintain the ratio below that level for years. Debt-to-EBITDA ratio indicates a company&#39;s ability to pay back its debt, and a lower ratio is better, all else equal. It is this financial discipline that allowed Magellan to keep growing its distribution even when more debt-loaded midstream companies were forced to slash dividends during volatile commodity prices.</p><p>In 2021, Magellan Midstream generated distributable cash flow of $1.1 billion, which was 1.24 times the amount it paid in distributions. Overall, the stock&#39;s yield of 8.4% as of this writing is too alluring to pass up.</p><h2>MPLX</h2><p>Compared to a 39% rise in the Energy Select Sector Index this year, <b>MPLX </b>(NYSE:MPLX) stock has risen only 12% so far this year. It offers an enticing yield of 8.4%. MPLX, an MLP formed by <b>Marathon Petroleum</b>, generated $4.9 billion in cash from operating activities in 2021, up from $4.5 billion in 2020. MPLX generates steady cash flow, thanks largely to its long-term, fee-based contracts.</p><p>Further, MPLX&#39;s cash flow covers the company&#39;s distribution payments well. In 2021, MPLX&#39;s DCF was 1.64 times its distribution for the year. Even accounting for the special distribution that the company paid during the year, its DCF was 1.35 times its distributions for the year. Likewise, the company&#39;s total debt-to-adjusted-EBITDA ratio of 3.7 for 2021 is conservative. All in all, MPLX is a top oil stock to buy right now.</p></body></html>","source":"fool_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Think It Is Too Late To Buy Oil Stocks? These 5 Stocks Still Look Appealing</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\">\nThink It Is Too Late To Buy Oil Stocks? These 5 Stocks Still Look Appealing\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-03-11 08:03 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2022/03/10/think-it-is-too-late-to-buy-oil-stocks-these-5-sto/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>With crude oil prices zooming past $125 per barrel, most oil and gas stocks have also risen substantially. The S&P Energy Select Sector Index is up nearly 39% so far this year. But that doesn't mean ...</p>\n\n<a href=\"https://www.fool.com/investing/2022/03/10/think-it-is-too-late-to-buy-oil-stocks-these-5-sto/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"DCF":"Dreyfus Alcentra Global Credit Income 2024 Target Term Fund, Inc","EPD":"Enterprise Products Partners L.P","BK4504":"桥水持仓","MS":"摩根士丹利","TTM":"塔塔汽车","BK4099":"汽车制造商","KMI":"金德尔摩根","BK4144":"石油与天然气的储存和运输","BK4581":"高盛持仓","BK4561":"索罗斯持仓","BK4127":"投资银行业与经纪业","BK4523":"印度概念","BK4534":"瑞士信贷持仓","ENB":"安桥","MPLX":"MPLX LP"},"source_url":"https://www.fool.com/investing/2022/03/10/think-it-is-too-late-to-buy-oil-stocks-these-5-sto/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2218269312","content_text":"With crude oil prices zooming past $125 per barrel, most oil and gas stocks have also risen substantially. The S&P Energy Select Sector Index is up nearly 39% so far this year. But that doesn't mean that there are no bargain opportunities left in the segment. Here are five stocks that still look attractive buys.EnbridgeCanadian energy giant Enbridge's (NYSE:ENB) stock has risen about 12% so far this year. The stock's relative underperformance compared to the S&P Energy Select Sector Index doesn't, however, indicate any fundamental issues with the company. Instead, it is indicative of the resilience of the company's cash flows toward oil price volatility. That means if oil prices fall from here, Enbridge stock won't fall as steeply as stocks of companies directly involved in exploration and production.This relative resilience allowed Enbridge to raise its quarterly dividend for 27 years in a row. In 2021, the company's adjusted earnings rose to $5.6 billion Canadian from CA$4.9 billion in 2020. What's more, Enbridge placed around CA$10 billion of capital projects into service in 2021, which should continue to fuel its earnings growth in the coming years.Finally, Enbridge is also looking to pivot toward renewable energy systematically. By focusing on renewable energy projects that make economic sense, Enbridge is keeping its eyes open toward this growing segment, which can potentially boost its cash flows further.Enbridge stock offers an attractive dividend yield of 6.1% as of this writing. In short, it is still too appealing to pass up right now.Enterprise Products PartnersPipeline operator Enterprise Products Partners' (NYSE:EPD) stock still offers an extremely attractive yield of nearly 7.1%. The MLP (master-limited partnership) has increased its per-unit distribution for 23 straight years. Long-term fee-based contracts for the use of its assets are behind Enterprise Products' steady cash flows over the years. In 2021, Enterprise Products Partners generated distributable cash flow (DCF) of $6.6 billion.ENB Cash from Operations (TTM) data by YCharts.Enterprise Products Partners invested $1.8 billion in growth projects in 2021. Further, the company recently acquired Navitas Midstream Partners for $3.25 billion in cash. The acquisition strengthens Enterprise's position in the prolific Midland Basin.So, Enterprise Products is exploring all avenues to fuel growth. The company has a strong balance sheet, and it also retains a substantial part of cash generated from operations that it can invest for growth. All in all, this is one energy stock to add to your portfolio right away.Kinder MorganKinder Morgan (NYSE:KMI) is gas focused with roughly 60% of its earnings coming from its natural gas segment. Yet, crude oil and refined products pipelines and terminals also contribute to a significant chunk of Kinder Morgan's earnings. At 5.8%, the stock offers one of the highest yields among the S&P 500 companies.ENB Dividend Yield data by YChartsKinder Morgan generates steady cash flows from take-or-pay and fee-based contracts for its assets. Take-or-pay contracts entitle Kinder Morgan for payments irrespective of the volume of products transported. Kinder Morgan moves roughly 40% of natural gas consumed in or exported from the U.S. Its extensive asset base provides it an edge over smaller competitors.In the last six years, Kinder Morgan has generated $15 billion in free cash flow and paid cash dividends of $11 billion. So, it has surely come a long way from its dividend cut after a sharp fall in commodity prices in 2014. Overall, Kinder Morgan stock makes an appealing buy right now.Magellan Midstream PartnersMidstream MLP Magellan Midstream Partners (NYSE:MMP) is primarily involved in the transport and storage of crude oil and refined products. The company has raised its distribution for 20 years in a row, thanks to its steady, fee-based cash flows.Moreover, Magellan targets a debt-to-EBITDA (earnings before interest, taxes, depreciation, and amortization) ratio of less than 4 in the long run. It has managed to maintain the ratio below that level for years. Debt-to-EBITDA ratio indicates a company's ability to pay back its debt, and a lower ratio is better, all else equal. It is this financial discipline that allowed Magellan to keep growing its distribution even when more debt-loaded midstream companies were forced to slash dividends during volatile commodity prices.In 2021, Magellan Midstream generated distributable cash flow of $1.1 billion, which was 1.24 times the amount it paid in distributions. Overall, the stock's yield of 8.4% as of this writing is too alluring to pass up.MPLXCompared to a 39% rise in the Energy Select Sector Index this year, MPLX (NYSE:MPLX) stock has risen only 12% so far this year. It offers an enticing yield of 8.4%. MPLX, an MLP formed by Marathon Petroleum, generated $4.9 billion in cash from operating activities in 2021, up from $4.5 billion in 2020. MPLX generates steady cash flow, thanks largely to its long-term, fee-based contracts.Further, MPLX's cash flow covers the company's distribution payments well. In 2021, MPLX's DCF was 1.64 times its distribution for the year. Even accounting for the special distribution that the company paid during the year, its DCF was 1.35 times its distributions for the year. Likewise, the company's total debt-to-adjusted-EBITDA ratio of 3.7 for 2021 is conservative. All in all, MPLX is a top oil stock to buy right now.","news_type":1},"isVote":1,"tweetType":1,"viewCount":153,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9095222086,"gmtCreate":1644934350974,"gmtModify":1676533976851,"author":{"id":"3548890322785063","authorId":"3548890322785063","name":"Chororo","avatar":"https://static.tigerbbs.com/0cbcbb673621a63bd8bb2f8219eded23","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3548890322785063","authorIdStr":"3548890322785063"},"themes":[],"htmlText":".&nbsp;","listText":".&nbsp;","text":".","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9095222086","repostId":"1156404072","repostType":4,"repost":{"id":"1156404072","pubTimestamp":1644932831,"share":"https://ttm.financial/m/news/1156404072?lang=&edition=fundamental","pubTime":"2022-02-15 21:47","market":"us","language":"en","title":"Retail Investor: 'I'm Being Careful Just in Case' Stocks Keep Selling Off","url":"https://stock-news.laohu8.com/highlight/detail?id=1156404072","media":"finance.yahoo","summary":"Some retail investors are being more cautious and changing their investing habits amid the recent ma","content":"<html><head></head><body><p>Some retail investors are being more cautious and changing their investing habits amid the recent market selloff.</p><p>&#34;I’m investing a little differently because of the volatility,&#34; Tom Abruzzo from Long Island, New York, tells Yahoo Finance.</p><p>&#34;I’m choosing individual stocks because there are some great deals out there currently. I’m also being careful by not putting as much into the stocks that I like, just in case they keep on selling off,&#34; says the investor, who alsoruns a stock market hat shopas a hobby.</p><p>Abruzzo&#39;s cautiousness appears to be a trend among individual investors. The meme mania has fizzled as stocks inside the basket popular among the retail crowd have been severely beaten amid the likelihood of higher rate hikes from the Fed to fight inflation.</p><p><b>Meme stocks: &#39;retail traders leaving this herd mentality&#39;</b></p><p>&#34;Just the fact that they&#39;re [the Fed] going to be pulling the punchbowl away, that they&#39;re going to be raising interest rates means we&#39;ve got to reprice all this stuff,&#34; Matthew Tuttle, CEO and CIO of Tuttle Capital Management recently told Yahoo Finance in reference to last year&#39;s high valuations of retail investor&#39;s popular stock picks.</p><p>AMC (AMC)was the most searched ticker in all of 2021, followed by Tesla (TSLA), and GameStop (GME).</p><p>&#34;I expect the meme stock rallies we saw through 2021 to taper off in 2022,&#34;Dan Raju, CEO of Tradiertold Yahoo Finance in a recent interview.</p><p>&#34;We’re seeing a graduation effect of retail traders leaving this herd mentality. They are adopting advanced trading platforms and diversifying to more sophisticated trading instruments, like options and crypto,&#34; he added.</p><p><img src=\"https://static.tigerbbs.com/a98c5c0a49a495cc2eeb3011dcf0aeb6\" tg-width=\"861\" tg-height=\"588\" referrerpolicy=\"no-referrer\"/></p><p>Roughly more than 12 million new retail investors entered the market after 2019 and engaged in trading during the pandemic, giving way for a surge in retail investing.</p><p>WallStreetBets, the forum on Reddit which became synonymous with retail trading during the GameStop frenzy last year, saw its membership forum skyrocket from just under 2 million to 11.6 million members today.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/1af0d464e315041dac07c103a4fc64c0\" tg-width=\"705\" tg-height=\"470\" referrerpolicy=\"no-referrer\"/><span>An AMC theatre is pictured in Times Square in the Manhattan borough of New York City, New York, U.S., June 2, 2021. REUTERS/Carlo Allegri</span></p><p>A scroll through the latest thread shows the difficulty in making money during recent market volatility.</p><p>The daily discussion on Monday included: &#34;The fed will boost stocks, Russia won&#39;t invade, and you won&#39;t make any money regardless of what happens,&#34; wroteBeardlessPete.</p><p>&#34;I’ve never traded a market that made less sense,&#34; wroteanother member.</p><p>Retail investor Abruzzo puts some of the sentiment into context as he tells Yahoo Finance, &#34;I think there’s so much uncertainty on what’s priced in currently. A few things are happening at once right now and I just think retail is being more cautious.&#34;</p></body></html>","source":"lsy1612507957220","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>Retail Investor: 'I'm Being Careful Just in Case' Stocks Keep Selling Off</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\">\nRetail Investor: 'I'm Being Careful Just in Case' Stocks Keep Selling Off\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-02-15 21:47 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://finance.yahoo.com/news/retail-investor-im-being-carefuljust-in-case-stocks-keep-selling-off-131146235.html><strong>finance.yahoo</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Some retail investors are being more cautious and changing their investing habits amid the recent market selloff.\"I’m investing a little differently because of the volatility,\" Tom Abruzzo from Long ...</p>\n\n<a href=\"https://finance.yahoo.com/news/retail-investor-im-being-carefuljust-in-case-stocks-keep-selling-off-131146235.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".SPX":"S&P 500 Index",".IXIC":"NASDAQ Composite",".DJI":"道琼斯"},"source_url":"https://finance.yahoo.com/news/retail-investor-im-being-carefuljust-in-case-stocks-keep-selling-off-131146235.html","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1156404072","content_text":"Some retail investors are being more cautious and changing their investing habits amid the recent market selloff.\"I’m investing a little differently because of the volatility,\" Tom Abruzzo from Long Island, New York, tells Yahoo Finance.\"I’m choosing individual stocks because there are some great deals out there currently. I’m also being careful by not putting as much into the stocks that I like, just in case they keep on selling off,\" says the investor, who alsoruns a stock market hat shopas a hobby.Abruzzo's cautiousness appears to be a trend among individual investors. The meme mania has fizzled as stocks inside the basket popular among the retail crowd have been severely beaten amid the likelihood of higher rate hikes from the Fed to fight inflation.Meme stocks: 'retail traders leaving this herd mentality'\"Just the fact that they're [the Fed] going to be pulling the punchbowl away, that they're going to be raising interest rates means we've got to reprice all this stuff,\" Matthew Tuttle, CEO and CIO of Tuttle Capital Management recently told Yahoo Finance in reference to last year's high valuations of retail investor's popular stock picks.AMC (AMC)was the most searched ticker in all of 2021, followed by Tesla (TSLA), and GameStop (GME).\"I expect the meme stock rallies we saw through 2021 to taper off in 2022,\"Dan Raju, CEO of Tradiertold Yahoo Finance in a recent interview.\"We’re seeing a graduation effect of retail traders leaving this herd mentality. They are adopting advanced trading platforms and diversifying to more sophisticated trading instruments, like options and crypto,\" he added.Roughly more than 12 million new retail investors entered the market after 2019 and engaged in trading during the pandemic, giving way for a surge in retail investing.WallStreetBets, the forum on Reddit which became synonymous with retail trading during the GameStop frenzy last year, saw its membership forum skyrocket from just under 2 million to 11.6 million members today.An AMC theatre is pictured in Times Square in the Manhattan borough of New York City, New York, U.S., June 2, 2021. REUTERS/Carlo AllegriA scroll through the latest thread shows the difficulty in making money during recent market volatility.The daily discussion on Monday included: \"The fed will boost stocks, Russia won't invade, and you won't make any money regardless of what happens,\" wroteBeardlessPete.\"I’ve never traded a market that made less sense,\" wroteanother member.Retail investor Abruzzo puts some of the sentiment into context as he tells Yahoo Finance, \"I think there’s so much uncertainty on what’s priced in currently. A few things are happening at once right now and I just think retail is being more cautious.\"","news_type":1},"isVote":1,"tweetType":1,"viewCount":204,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9095120299,"gmtCreate":1644853327915,"gmtModify":1676533968430,"author":{"id":"3548890322785063","authorId":"3548890322785063","name":"Chororo","avatar":"https://static.tigerbbs.com/0cbcbb673621a63bd8bb2f8219eded23","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3548890322785063","authorIdStr":"3548890322785063"},"themes":[],"htmlText":"。","listText":"。","text":"。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9095120299","repostId":"1144307682","repostType":4,"repost":{"id":"1144307682","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":1644851348,"share":"https://ttm.financial/m/news/1144307682?lang=&edition=fundamental","pubTime":"2022-02-14 23:09","market":"us","language":"en","title":"Vaccine Stocks Tumbled in Morning Trading, with Novavax and Moderna Falling More Than 8%","url":"https://stock-news.laohu8.com/highlight/detail?id=1144307682","media":"Tiger Newspress","summary":"Vaccine stocks tumbled in morning trading, with Novavax and Moderna falling more than 8%.","content":"<html><head></head><body><p>Vaccine stocks tumbled in morning trading, with Novavax and Moderna falling more than 8%.</p><p><img src=\"https://static.tigerbbs.com/cfe7d75385e1ede81ab9b3c511ada60e\" tg-width=\"704\" tg-height=\"610\" referrerpolicy=\"no-referrer\"/></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>Vaccine Stocks Tumbled in Morning Trading, with Novavax and Moderna Falling More Than 8%</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\">\nVaccine Stocks Tumbled in Morning Trading, with Novavax and Moderna Falling More Than 8%\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\">2022-02-14 23:09</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Vaccine stocks tumbled in morning trading, with Novavax and Moderna falling more than 8%.</p><p><img src=\"https://static.tigerbbs.com/cfe7d75385e1ede81ab9b3c511ada60e\" tg-width=\"704\" tg-height=\"610\" referrerpolicy=\"no-referrer\"/></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"MRNA":"Moderna, Inc.","NVAX":"诺瓦瓦克斯医药","BNTX":"BioNTech SE"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1144307682","content_text":"Vaccine stocks tumbled in morning trading, with Novavax and Moderna falling more than 8%.","news_type":1},"isVote":1,"tweetType":1,"viewCount":166,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9003288076,"gmtCreate":1640998716446,"gmtModify":1676533561657,"author":{"id":"3548890322785063","authorId":"3548890322785063","name":"Chororo","avatar":"https://static.tigerbbs.com/0cbcbb673621a63bd8bb2f8219eded23","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3548890322785063","authorIdStr":"3548890322785063"},"themes":[],"htmlText":"。","listText":"。","text":"。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9003288076","repostId":"1139922858","repostType":4,"repost":{"id":"1139922858","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":1640963323,"share":"https://ttm.financial/m/news/1139922858?lang=&edition=fundamental","pubTime":"2021-12-31 23:08","market":"us","language":"en","title":"EV Stocks Climbed in Morning Trading","url":"https://stock-news.laohu8.com/highlight/detail?id=1139922858","media":"Tiger Newspress","summary":"EV stocks climbed in morning trading. Lucid, Nio, Rivian, Xpeng Motors, Li Auto, Fisker, Nikola, Canoo, and Tusimple climbed between 1% and 3%.","content":"<html><head></head><body><p>EV stocks climbed in morning trading. Lucid, Nio, Rivian, Xpeng Motors, Li Auto, Fisker, Nikola, Canoo, and Tusimple climbed between 1% and 3%.<img src=\"https://static.tigerbbs.com/52a8a5b51cea78b126f429bba375c881\" tg-width=\"360\" tg-height=\"520\" width=\"100%\" height=\"auto\"/></p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>EV Stocks Climbed in Morning Trading</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nEV Stocks Climbed in Morning Trading\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time\">2021-12-31 23:08</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>EV stocks climbed in morning trading. Lucid, Nio, Rivian, Xpeng Motors, Li Auto, Fisker, Nikola, Canoo, and Tusimple climbed between 1% and 3%.<img src=\"https://static.tigerbbs.com/52a8a5b51cea78b126f429bba375c881\" tg-width=\"360\" tg-height=\"520\" width=\"100%\" height=\"auto\"/></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LI":"理想汽车","NIO":"蔚来","XPEV":"小鹏汽车"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1139922858","content_text":"EV stocks climbed in morning trading. Lucid, Nio, Rivian, Xpeng Motors, Li Auto, Fisker, Nikola, Canoo, and Tusimple climbed between 1% and 3%.","news_type":1},"isVote":1,"tweetType":1,"viewCount":147,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":888705921,"gmtCreate":1631525182063,"gmtModify":1676530565650,"author":{"id":"3548890322785063","authorId":"3548890322785063","name":"Chororo","avatar":"https://static.tigerbbs.com/0cbcbb673621a63bd8bb2f8219eded23","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3548890322785063","authorIdStr":"3548890322785063"},"themes":[],"htmlText":"。","listText":"。","text":"。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":3,"repostSize":0,"link":"https://ttm.financial/post/888705921","repostId":"2167003463","repostType":4,"repost":{"id":"2167003463","weMediaInfo":{"introduction":"Stock Market Quotes, Business News, Financial News, Trading Ideas, and Stock Research by Professionals","home_visible":0,"media_name":"Benzinga","id":"1052270027","head_image":"https://static.tigerbbs.com/d08bf7808052c0ca9deb4e944cae32aa"},"pubTimestamp":1631523501,"share":"https://ttm.financial/m/news/2167003463?lang=&edition=fundamental","pubTime":"2021-09-13 16:58","market":"us","language":"en","title":"5 Stocks To Watch For September 13, 2021","url":"https://stock-news.laohu8.com/highlight/detail?id=2167003463","media":"Benzinga","summary":"Some of the stocks that may grab investor focus today are:\n\tWall Street expects  Oracle Corporation (NYSE: ORCL) to report quarterly earnings at $0.97 per share on revenue of $9.77 billion after the closing bell. Oracle shares fell 0.1% to $89.64 in after-hours trading.\n","content":"<p>Some of the stocks that may grab investor focus today are:</p>\n<ul>\n <li>Wall Street expects <b>Oracle Corporation</b> (NYSE:ORCL) to report quarterly earnings at $0.97 per share on revenue of $9.77 billion after the closing bell. Oracle shares gained 0.2% to close at $89.68 on&nbsp;Friday.</li>\n <li><b>IN8BIO, Inc.</b> (NASDAQ:INAB) reported a net loss of $1.00 per share for the second quarter, versus a year-ago loss of $0.92 per share. IN8BIO shares gained 1.8% to close at $8.89 on Friday.</li>\n <li>Analysts expect <b><a href=\"https://laohu8.com/S/MTRX\">Matrix Service Company</a></b> (NASDAQ:MTRX) to post quarterly loss at $0.02 per share on revenue of $177.17 million after the closing bell. Matrix Service shares fell 1.7% to close at $10.59 on Friday.</li>\n</ul>\n<ul>\n <li><b>Tesla Inc</b> (NASDAQ:TSLA) announced that it is going to increase the price of its Model Y Performance car in China by $1,552. According to the report announced on the Chinese microblogging website Weibo, the new price of Model Y will be RMB 387,900. Tesla shares gained 0.6% to $741 in premarket trading.</li>\n <li>Analysts are expecting <b>Napco Security Technologies, Inc.</b> (NASDAQ:NSSC) to have earned $0.25 per share on revenue of $29.8 million for the latest quarter. The company will release earnings before the markets open. Napco Security shares closed at $37.99 on Friday.</li>\n</ul>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>5 Stocks To Watch For September 13, 2021</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n5 Stocks To Watch For September 13, 2021\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/d08bf7808052c0ca9deb4e944cae32aa);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Benzinga </p>\n<p class=\"h-time\">2021-09-13 16:58</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<p>Some of the stocks that may grab investor focus today are:</p>\n<ul>\n <li>Wall Street expects <b>Oracle Corporation</b> (NYSE:ORCL) to report quarterly earnings at $0.97 per share on revenue of $9.77 billion after the closing bell. Oracle shares gained 0.2% to close at $89.68 on&nbsp;Friday.</li>\n <li><b>IN8BIO, Inc.</b> (NASDAQ:INAB) reported a net loss of $1.00 per share for the second quarter, versus a year-ago loss of $0.92 per share. IN8BIO shares gained 1.8% to close at $8.89 on Friday.</li>\n <li>Analysts expect <b><a href=\"https://laohu8.com/S/MTRX\">Matrix Service Company</a></b> (NASDAQ:MTRX) to post quarterly loss at $0.02 per share on revenue of $177.17 million after the closing bell. Matrix Service shares fell 1.7% to close at $10.59 on Friday.</li>\n</ul>\n<ul>\n <li><b>Tesla Inc</b> (NASDAQ:TSLA) announced that it is going to increase the price of its Model Y Performance car in China by $1,552. According to the report announced on the Chinese microblogging website Weibo, the new price of Model Y will be RMB 387,900. Tesla shares gained 0.6% to $741 in premarket trading.</li>\n <li>Analysts are expecting <b>Napco Security Technologies, Inc.</b> (NASDAQ:NSSC) to have earned $0.25 per share on revenue of $29.8 million for the latest quarter. The company will release earnings before the markets open. Napco Security shares closed at $37.99 on Friday.</li>\n</ul>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"INAB":"IN8bio, Inc.","TSLA":"特斯拉","NSSC":"NAPCO Security Technologies","ORCL":"甲骨文","MTRX":"Matrix Service Company"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2167003463","content_text":"Some of the stocks that may grab investor focus today are:\n\nWall Street expects Oracle Corporation (NYSE:ORCL) to report quarterly earnings at $0.97 per share on revenue of $9.77 billion after the closing bell. Oracle shares gained 0.2% to close at $89.68 on Friday.\nIN8BIO, Inc. (NASDAQ:INAB) reported a net loss of $1.00 per share for the second quarter, versus a year-ago loss of $0.92 per share. IN8BIO shares gained 1.8% to close at $8.89 on Friday.\nAnalysts expect Matrix Service Company (NASDAQ:MTRX) to post quarterly loss at $0.02 per share on revenue of $177.17 million after the closing bell. Matrix Service shares fell 1.7% to close at $10.59 on Friday.\n\n\nTesla Inc (NASDAQ:TSLA) announced that it is going to increase the price of its Model Y Performance car in China by $1,552. According to the report announced on the Chinese microblogging website Weibo, the new price of Model Y will be RMB 387,900. Tesla shares gained 0.6% to $741 in premarket trading.\nAnalysts are expecting Napco Security Technologies, Inc. (NASDAQ:NSSC) to have earned $0.25 per share on revenue of $29.8 million for the latest quarter. The company will release earnings before the markets open. Napco Security shares closed at $37.99 on Friday.","news_type":1},"isVote":1,"tweetType":1,"viewCount":190,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}