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08-09

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Nvidia in Spotlight as Mizuho Ups Price Target Ahead of Earnings

06-20

$(STI.SI)$ Finally, STI is going to breakout from this long range bound

05-10

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Carrier: Not Too Hot Yet

04-01

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02-15

Huat

2023-12-14

$GANFENGLITHIUM(01772)$

2023-11-23

Good app to trade online

2023-09-12

Tesla rocks. How to play this

2023-05-18

Why drop

Grab's Soft Delivery Sales Overshadow Improving Bottomline

2023-05-03

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Keppel to Rejig Corporate Structure, Sets $150 Bln Assets Target By 2030

2021-04-15

Lousy Info.

Chinese electric vehicle stocks fell sharply

2021-04-01

Is this April Fool joke? Very funny!!!

XPeng March deliveries rise 130% M/M to 5,102 vehicles

2021-04-01

Is this April Fool joke?

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spotlight on Friday as Mizuho Securities upped its price target on the semiconductor company ahead of its fiscal second-quarter results, slated to be released later this month.</p></li><li><p>There is still tight capacity for Taiwan Semiconductor&#39;s (TSM) Chip-on-Wafer-on-Substrate with the continued ramp of Nvidia&#39;s H100 and H200 GPUs, analyst Vijay Rakesh said, as Nvidia continues to see strong orders for the line of accelerators. Rakesh upped his price target on Nvidia to $132 from $127.50.</p></li><li><p>However, Nvidia is now starting to pivot to the Blackwell line using NVL36/72, which uses a new architecture of Chip-on-Wafer-on-Substrate, known as CoWoS-L. This should continue to ramp into 20205, Rakesh added.</p></li><li><p>And even with the news that mass production of the Blackwell line could be delayed until early next year, demand for it hasn&#39;t changed, Rakesh added.</p></li><li><p>Lastly, Nvidia could pivot back to the B200A and 210A in the second-half of 2025 and part of 2026 due to better Chip-on-Wafer-on-Substrate supply for low-to-mid budget AI servers, Rakesh said.</p></li><li><p>Nvidia is slated to report results after the close of trading on August 28. A consensus of analysts expect the company will earn $0.64 per share on $28.54B in revenue.</p></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>Nvidia in Spotlight as Mizuho Ups Price Target Ahead of Earnings</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; 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 in Spotlight as Mizuho Ups Price Target Ahead of Earnings\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-08-09 21:25 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/news/4137968-nvidia-in-spotlight-as-mizuho-ups-price-target-ahead-of-earnings><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Nvidia (NASDAQ:NVDA) was in the spotlight on Friday as Mizuho Securities upped its price target on the semiconductor company ahead of its fiscal second-quarter results, slated to be released later ...</p>\n\n<a href=\"https://seekingalpha.com/news/4137968-nvidia-in-spotlight-as-mizuho-ups-price-target-ahead-of-earnings\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TSM":"台积电","NVDA":"英伟达"},"source_url":"https://seekingalpha.com/news/4137968-nvidia-in-spotlight-as-mizuho-ups-price-target-ahead-of-earnings","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"2458856486","content_text":"Nvidia (NASDAQ:NVDA) was in the spotlight on Friday as Mizuho Securities upped its price target on the semiconductor company ahead of its fiscal second-quarter results, slated to be released later this month.There is still tight capacity for Taiwan Semiconductor's (TSM) Chip-on-Wafer-on-Substrate with the continued ramp of Nvidia's H100 and H200 GPUs, analyst Vijay Rakesh said, as Nvidia continues to see strong orders for the line of accelerators. Rakesh upped his price target on Nvidia to $132 from $127.50.However, Nvidia is now starting to pivot to the Blackwell line using NVL36/72, which uses a new architecture of Chip-on-Wafer-on-Substrate, known as CoWoS-L. This should continue to ramp into 20205, Rakesh added.And even with the news that mass production of the Blackwell line could be delayed until early next year, demand for it hasn't changed, Rakesh added.Lastly, Nvidia could pivot back to the B200A and 210A in the second-half of 2025 and part of 2026 due to better Chip-on-Wafer-on-Substrate supply for low-to-mid budget AI servers, Rakesh said.Nvidia is slated to report results after the close of trading on August 28. A consensus of analysts expect the company will earn $0.64 per share on $28.54B in revenue.","news_type":1},"isVote":1,"tweetType":1,"viewCount":127,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":318869422366736,"gmtCreate":1718862528697,"gmtModify":1718862532884,"author":{"id":"3555410704651395","authorId":"3555410704651395","name":"PuntersStock","avatar":"https://static.tigerbbs.com/e16a93d22bcde690b8924233132c4563","crmLevel":9,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3555410704651395","idStr":"3555410704651395"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/STI.SI\">$(STI.SI)$&nbsp;</a><v-v data-views=\"1\"></v-v> Finally, STI is going to breakout from this long range bound","listText":"<a href=\"https://ttm.financial/S/STI.SI\">$(STI.SI)$&nbsp;</a><v-v data-views=\"1\"></v-v> Finally, STI is going to breakout from this long range bound","text":"$(STI.SI)$ Finally, STI is going to breakout from this long range bound","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/318869422366736","isVote":1,"tweetType":1,"viewCount":126,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":304260422693072,"gmtCreate":1715303874096,"gmtModify":1715303877419,"author":{"id":"3555410704651395","authorId":"3555410704651395","name":"PuntersStock","avatar":"https://static.tigerbbs.com/e16a93d22bcde690b8924233132c4563","crmLevel":9,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3555410704651395","idStr":"3555410704651395"},"themes":[],"htmlText":"‌<a href=\"\">[微笑]&nbsp;</a>‌","listText":"‌<a href=\"\">[微笑]&nbsp;</a>‌","text":"‌[微笑] ‌","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/304260422693072","repostId":"2430745610","repostType":2,"repost":{"id":"2430745610","kind":"highlight","pubTimestamp":1714227293,"share":"https://ttm.financial/m/news/2430745610?lang=&edition=fundamental","pubTime":"2024-04-27 22:14","market":"sh","language":"en","title":"Carrier: Not Too Hot Yet","url":"https://stock-news.laohu8.com/highlight/detail?id=2430745610","media":"seekingalpha","summary":"Carrier Global Corp. is on track to complete its transformation into a pure-play HVAC company this year, selling off non-core businesses.Despite short-term headwinds in some residential markets, secul","content":"<html><body><ul><li>Carrier Global Corp. is on track to complete its transformation into a pure-play HVAC company this year, selling off non-core businesses.</li><li>Despite short-term headwinds in some residential markets, secular growth opportunities exist in electrification, data center cooling, and aftermarket service.</li><li>Carrier is still valued below HVAC-focused companies like Lennox and Trane, so the shares appear to have upside despite trading near all-time highs.</li></ul><p><figure><picture> <img fetchpriority=\"high\" height=\"896px\" sizes=\"(max-width: 768px) calc(100vw - 36px), (max-width: 1024px) calc(100vw - 132px), (max-width: 1200px) calc(66.6vw - 72px), 600px\" src=\"https://static.seekingalpha.com/cdn/s3/uploads/getty_images/1718507948/image_1718507948.jpg?io=getty-c-w750\" srcset=\"https://static.seekingalpha.com/cdn/s3/uploads/getty_images/1718507948/image_1718507948.jpg?io=getty-c-w1536 1536w, https://static.seekingalpha.com/cdn/s3/uploads/getty_images/1718507948/image_1718507948.jpg?io=getty-c-w1280 1280w, https://static.seekingalpha.com/cdn/s3/uploads/getty_images/1718507948/image_1718507948.jpg?io=getty-c-w1080 1080w, https://static.seekingalpha.com/cdn/s3/uploads/getty_images/1718507948/image_1718507948.jpg?io=getty-c-w750 750w, https://static.seekingalpha.com/cdn/s3/uploads/getty_images/1718507948/image_1718507948.jpg?io=getty-c-w640 640w, https://static.seekingalpha.com/cdn/s3/uploads/getty_images/1718507948/image_1718507948.jpg?io=getty-c-w480 480w, https://static.seekingalpha.com/cdn/s3/uploads/getty_images/1718507948/image_1718507948.jpg?io=getty-c-w320 320w, https://static.seekingalpha.com/cdn/s3/uploads/getty_images/1718507948/image_1718507948.jpg?io=getty-c-w240 240w\" width=\"1536px\"/> </picture><figcaption> <p>vchal/iStock via Getty Images</p></figcaption></figure></p> <h2>Transformation Is Underway</h2> <p>The last time I wrote about Carrier Global Corp. (NYSE:<span>NYSE:CARR</span>) in December 2023, the company's plans to transform into a pure-play HVAC company were in place, but the exact timing and<span> details were a bit uncertain. Since then, the company closed its purchase of German premium heat pump and home solar generation system manufacturer Viessman Climate Solutions. Also, sales were announced for businesses in </span>Security<span>, </span>Commercial Refrigeration<span>, and </span>Industrial Fire<span>. These sales are expected to close just after mid-year. The only piece left to sell is Residential and Commercial Fire, and Carrier expects to start marketing the business in the next few weeks for a sale by the end of the year.</span></p> <p><figure contenteditable=\"false\"><span><img contenteditable=\"false\" height=\"358\" loading=\"lazy\" src=\"https://static.seekingalpha.com/uploads/2024/4/25/21205541-17140675236383643.png\" width=\"640\"/></span><figcaption><p><span>Carrier</span></p></figcaption></figure></p> <p>The intent of this reshuffle is to offload some healthy but slow-growing businesses and focus on HVAC, with its secular<span> growth trends in electrification, indoor air quality, and data center cooling. Carrier should therefore receive a richer valuation like other pure-play HVAC companies. While Carrier stock is now trading close to an all-time high, it still underperformed relative to its domestic peers since my last article. Japanese firm Daikin (</span>OTCPK:DKILY<span>) (</span>OTCPK:DKILF<span>) did even worse, although it has </span>headwinds<span> from weaker yen results when translated into dollars and weak Asian business environment and market share loss.</span></p> <p><figure><img height=\"366\" loading=\"lazy\" src=\"https://static.seekingalpha.com/uploads/2024/4/25/saupload_35ed29c921f2f5ee7aa981e8acbc5a6f.png\" width=\"635\"/><figcaption>Data by YCharts</figcaption></figure></p> <p>Viessmann is underperforming this year compared to initial expectations, but this was due to some temporary uncertainty around government incentives for heat pumps, as well as lower demand for solar installations. With more clarity on the subsidies in Europe, business should pick up in the second half of the year. The residential market has been weak worldwide, but North America looks ready to turn up again. Commercial HVAC is another source of strength. Looking forward, Carrier has an opportunity to globally apply the best technologies and operations from the several regional HVAC businesses it has acquired - Toshiba, Giwee, and Viessmann. This will create cost synergies and margin expansion as well as revenue synergies by selling the best products outside of their original regions. Carrier still looks cheaper than its pure-play HVAC peers and remains a Buy even near all-time highs.</p> <h2>Viessmann And Other Residential HVAC</h2> <p>Viessmann's first year as a part of Carrier is off to a tough start. Sales in Q1 were down 12%, although more than half of this decline was in the lower-margin solar panel business. As I mentioned in December, suspension of some environmental subsidies in Germany caused consumers to step back from heat pump purchases this year. Germany has since updated their program, along with many other European countries. As discussed on the earnings call, Viessmann is also rolling out larger units than what they have historically sold, which will enable them to sell into small multifamily residential buildings. This would be a new market for Viessmann. Carrier is on track to deliver $75 million of cost synergies with Viessmann this year, on the way to $200 million in 2026. </p> <p>North American residential HVAC sales were down mid-single digits, with a slowdown in the housing market. This appears to be turning, as Carrier is seeing new orders up slightly this year. Some of this is due to the desire of distributors to buy units that use R-410A refrigerant before it is phased out and the more expensive R-454B refrigerant is required. </p> <h2>Commercial HVAC</h2> <p>Commercial HVAC has been a strong point for Carrier, with double digit growth. Schools and health care continue to pursue upgrades with the need to improve indoor air quality. Data Centers were another market vertical mentioned by Carrier in the presentation. They see the addressable market for HVAC in data centers more than doubling in the next 4 years. Finally, aftermarket business remains a focus for Carrier. Nearly half the chillers sold are under a long-term maintenance agreement, and a majority of these are digitally connected, using apps to allow for remote monitoring and control. </p> <h2>Financial Update</h2> <p>At first glance, Carrier's guidance update looked concerning, but nearly all of the changes are due to an earlier sale of the Industrial Fire business. Sales have been revised lower by $500 million to $26 billion. This is partially due to lower sales at Viessmann and the rest is due to the Industrial Fire divestment. The good news is that Carrier is able to control costs, resulting in the margin forecast moving to the top of its previous range. This leaves the EPS estimate unchanged. Free cash flow this year, already low at $700 million, was revised down to $400 million, but this was due to additional taxes on the gain from the Industrial Fire divestment being paid this year.</p> <p><figure contenteditable=\"false\"><span><img contenteditable=\"false\" height=\"360\" loading=\"lazy\" src=\"https://static.seekingalpha.com/uploads/2024/4/25/21205541-17140733409319563.png\" width=\"640\"/></span><figcaption><p><span>Carrier</span></p></figcaption></figure></p> <p>Carrier currently has a high level of debt following the Viessmann acquisition, but the company now has a clear path to pay down most of this with divestment proceeds. Management stated that they now expect to reach net debt/EBITDA leverage of 2 by the end of 2024, which would enable the company to resume share buybacks. Carrier would like to at least buy back the shares issued in the Viessmann deal. </p> <p>To verify this, I translated the $2.85 EPS guidance into EBITDA, and I get $5.1 billion based on the following calculation:</p> <p><figure contenteditable=\"false\"><span><img contenteditable=\"false\" height=\"278\" loading=\"lazy\" src=\"https://static.seekingalpha.com/uploads/2024/4/25/21205541-17140738660359623.png\" width=\"640\"/></span><figcaption><p><span>Author Spreadsheet</span></p></figcaption></figure></p> <p>Carrier ended Q1 with $15.6 billion of net debt. They expect to receive $7.2 billion of divestment proceeds this year, or $5.5 billion after tax. Free cash flow minus dividends for the rest of the year comes out to a small cash draw. Putting all this together, I project net debt of $10.1 billion at the end of 2024.</p> <p><figure contenteditable=\"false\"><picture> <img contenteditable=\"false\" height=\"262\" loading=\"lazy\" src=\"https://static.seekingalpha.com/uploads/2024/4/25/21205541-17140740964129379.png\" width=\"421\"/> </picture><figcaption><p><span>Author Spreadsheet</span></p></figcaption></figure></p> <p>As we see from the calculation, ND/EBITDA comes out just under 2 at the end of the year. With the desire to pay down debt this year and start buying back stock from the Viessmann deal next year, I would not expect much in the way of dividend increases until 2026. The company continues to believe underlying free cash flow, after all the M&amp;A noise, to be around $2.4 billion. Buying back the stock issued in the Viessmann acquisition would cost around $3.5 billion, so after accounting for dividends at their current levels, it should take about 2 years to complete the buybacks. After that, the company will have the capability to increase dividends above the current yield around 1.3%.</p> <h2>Valuation</h2> <p>On a trailing EV/EBITDA basis, Carrier is valued similarly to Lennox (LII), but both are cheaper than Trane (TT). These are both pure HVAC companies, as Carrier will be after its transformation. Johnson Controls (JCI) is valued more cheaply, but it also contains many of the lower-growth businesses similar to the ones Carrier is selling. Daikin has the typical lower valuation of most Japanese companies but also operates in markets that are currently lower-growth.</p> <p><figure contenteditable=\"false\"><span><img contenteditable=\"false\" loading=\"lazy\" src=\"https://static.seekingalpha.com/uploads/2024/4/25/21205541-17140750919128888.png\"/></span><figcaption><p><span>Seeking Alpha</span></p></figcaption></figure></p> <p>Using forward EBITDA estimates, the company looks even cheaper. Here are the forward EV/EBITDA multiples and EBITDA growth estimates from the Seeking Alpha peer comparison page.</p> <p><figure contenteditable=\"false\"><picture> <span><img contenteditable=\"false\" height=\"59\" loading=\"lazy\" src=\"https://static.seekingalpha.com/uploads/2024/4/26/21205541-17141691181093352.png\" width=\"640\"/></span> </picture><figcaption><p><span>Author Spreadsheet</span></p></figcaption></figure></p> <p>As I noted above, Carrier as a pure-play HVAC company should receive a valuation similar to Trane or Lennox. As Carrier sheds the slower growing businesses this year, I expect the market to value it closer to these companies. To be a bit more conservative considering Carrier's first year as a pure-play HVAC company a number at the low end of this range would be appropriate. A fair EV/EBITDA multiple for Carrier would be around 18 on that basis.</p> <p>Using my EBITDA estimate from earlier in the article of $4.92 billion excluding Refrigeration and Fire &amp; Security, a fair enterprise value for Carrier would be $4.92 * 18 = $88.56 billion.</p> <p>If we subtract the expected $10.14 billion of net debt at year-end 2024 from this enterprise value, we get a fair market cap of $78.42 billion. Dividing by the share count of 915 million shares, we arrive at a price target of $85.70.</p> <h2>Risks</h2> <p>The biggest risk for Carrier is any slowdown or reversal in the trend toward electrification of HVAC and demand for heat pumps, especially in Europe. As we are seeing in Viessmann's Q1 results, even a little uncertainty in government support of heat pumps can result in consumers stepping away from the market.</p> <p>While the integration of Viessmann appears to be progressing well, cross-marketing their products into other regions of the world is so far untested and customers outside of Europe may not be interested in Viessmann's premium products. </p> <p>Within the US, there is risk that demand for systems that use R-410A refrigerant before it is phased out could just pull forward demand from next year, resulting in a sales slowdown in 2025. </p> <p>Finally, an economic downturn in certain risky real estate segments such as the Chinese residential market or commercial office buildings globally would create temporary headwinds for Carrier.</p> <h2>Conclusion</h2> <p>Carrier share price is near all-time highs following a good Q1 2024 earnings release. Still, the company is cheap relative to its US based pure play HVAC peers. Shares would have about 50% upside if valued similarly to Lennox and Trane on forward EV/EBITDA. I do not think this valuation will be achieved quickly. Carrier will have to demonstrate that it can achieve similar growth rates in its first year as a pure-play HVAC company. </p> <div></div> <p>There are some temporary headwinds, especially in Europe, that could put this growth at risk. In the long term, however, electrification of HVAC and the predominance of heat pumps seems likely. Carrier has just begun to find cost synergies from the Viessman merger. Revenue synergy opportunities also exist, bringing the best products from Toshiba in Japan, Giwee in China, and Viessman in Germany to the rest of the world. Adding in secular growth opportunities like data centers, aftermarket growth, and digital monitoring and control apps, Carrier has the growth runway to make it more than just a cyclical industrial company. The market has begun to price this in but the shares are not overheated yet.</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>Carrier: Not Too Hot Yet</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; 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}\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nCarrier: Not Too Hot Yet\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-04-27 22:14 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4687010-carrier-not-too-hot-yet><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Carrier Global Corp. is on track to complete its transformation into a pure-play HVAC company this year, selling off non-core businesses.Despite short-term headwinds in some residential markets, ...</p>\n\n<a href=\"https://seekingalpha.com/article/4687010-carrier-not-too-hot-yet\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.seekingalpha.com/cdn/s3/uploads/getty_images/1718507948/image_1718507948.jpg","relate_stocks":{"BK4086":"建筑产品","BK4504":"桥水持仓","LU0070302665.USD":"FRANKLIN MUTUAL U.S. VALUE \"A\" (USD) ACC","BK4580":"工业 4.0","LU2552382215.SGD":"WELLINGTON US BRAND POWER \"A\" (SGDHDG) ACC","DKILY":"Daikin Industries Ltd.","IE00BKVL7J92.USD":"Legg Mason ClearBridge - US Equity Sustainability Leaders A Acc USD","LU2552382058.USD":"WELLINGTON US BRAND POWER \"A\" (USD) ACC","LII":"雷诺士","LU2133065610.SGD":"JPMorgan Investment Funds - Global Dividend A (mth) SGD","DKILF":"Daikin Industries Ltd.","LU2552382132.HKD":"WELLINGTON US BRAND POWER \"A\" (HKD) ACC","LU1978683503.SGD":"Blackrock Sustainable Energy A2 SGD-H","LU0211331839.USD":"FRANKLIN MUTUAL GLB DISCOVERY \"A\" (USD) ACC","LU0323240290.USD":"HSBC GIF GLOBAL EQUITY CLIMATE CHANGE \"AD\" INC","LU1854103824.USD":"M&G (LUX) POSITIVE IMPACT \"A\" (USD) INC","CARR":"开利全球","IE00B894F039.SGD":"Legg Mason ClearBridge - US Aggressive Growth A Acc SGD-H","BK4585":"ETF&股票定投概念","BK4533":"AQR资本管理(全球第二大对冲基金)","LU0312595415.SGD":"Schroder ISF Global Climate Change Equity A Acc SGD","LU0208291251.USD":"FRANKLIN MUTUAL U.S. VALUE \"A\" (USD) INC","TT":"Trane技术","BK4566":"资本集团","JCI":"江森自控","LU1989764664.SGD":"CPR Invest - Global Disruptive Opportunities A2 Acc SGD-H","LU1989764748.USD":"东方汇理环球颠覆性机遇A2 Acc","LU1854104046.USD":"M&G (LUX) POSITIVE IMPACT \"A\" (USD) ACC","IE00B19Z9P08.USD":"LEGG MASON CLEARBRIDGE US AGGRESSIVE GROWTH \"A\" (USD) INC","BK4588":"碎股","NYSE":"纽交所","LU0124384867.USD":"贝莱德新能源基金A2","IE00BZ1G4Q59.USD":"LEGG MASON CLEARBRIDGE US EQUITY SUSTAINABILITY LEADER \"A\"(USD) INC (A)","IE00B19Z9Z06.USD":"Legg Mason ClearBridge - US Aggressive Growth A Acc USD","LU0320765489.SGD":"FTIF - Franklin Mutual US Value A Acc SGD","LU2211817866.USD":"Allianz Food Security AT Acc USD"},"source_url":"https://seekingalpha.com/article/4687010-carrier-not-too-hot-yet","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"2430745610","content_text":"Carrier Global Corp. is on track to complete its transformation into a pure-play HVAC company this year, selling off non-core businesses.Despite short-term headwinds in some residential markets, secular growth opportunities exist in electrification, data center cooling, and aftermarket service.Carrier is still valued below HVAC-focused companies like Lennox and Trane, so the shares appear to have upside despite trading near all-time highs.   vchal/iStock via Getty Images Transformation Is Underway The last time I wrote about Carrier Global Corp. (NYSE:NYSE:CARR) in December 2023, the company's plans to transform into a pure-play HVAC company were in place, but the exact timing and details were a bit uncertain. Since then, the company closed its purchase of German premium heat pump and home solar generation system manufacturer Viessman Climate Solutions. Also, sales were announced for businesses in Security, Commercial Refrigeration, and Industrial Fire. These sales are expected to close just after mid-year. The only piece left to sell is Residential and Commercial Fire, and Carrier expects to start marketing the business in the next few weeks for a sale by the end of the year. Carrier The intent of this reshuffle is to offload some healthy but slow-growing businesses and focus on HVAC, with its secular growth trends in electrification, indoor air quality, and data center cooling. Carrier should therefore receive a richer valuation like other pure-play HVAC companies. While Carrier stock is now trading close to an all-time high, it still underperformed relative to its domestic peers since my last article. Japanese firm Daikin (OTCPK:DKILY) (OTCPK:DKILF) did even worse, although it has headwinds from weaker yen results when translated into dollars and weak Asian business environment and market share loss. Data by YCharts Viessmann is underperforming this year compared to initial expectations, but this was due to some temporary uncertainty around government incentives for heat pumps, as well as lower demand for solar installations. With more clarity on the subsidies in Europe, business should pick up in the second half of the year. The residential market has been weak worldwide, but North America looks ready to turn up again. Commercial HVAC is another source of strength. Looking forward, Carrier has an opportunity to globally apply the best technologies and operations from the several regional HVAC businesses it has acquired - Toshiba, Giwee, and Viessmann. This will create cost synergies and margin expansion as well as revenue synergies by selling the best products outside of their original regions. Carrier still looks cheaper than its pure-play HVAC peers and remains a Buy even near all-time highs. Viessmann And Other Residential HVAC Viessmann's first year as a part of Carrier is off to a tough start. Sales in Q1 were down 12%, although more than half of this decline was in the lower-margin solar panel business. As I mentioned in December, suspension of some environmental subsidies in Germany caused consumers to step back from heat pump purchases this year. Germany has since updated their program, along with many other European countries. As discussed on the earnings call, Viessmann is also rolling out larger units than what they have historically sold, which will enable them to sell into small multifamily residential buildings. This would be a new market for Viessmann. Carrier is on track to deliver $75 million of cost synergies with Viessmann this year, on the way to $200 million in 2026.  North American residential HVAC sales were down mid-single digits, with a slowdown in the housing market. This appears to be turning, as Carrier is seeing new orders up slightly this year. Some of this is due to the desire of distributors to buy units that use R-410A refrigerant before it is phased out and the more expensive R-454B refrigerant is required.  Commercial HVAC Commercial HVAC has been a strong point for Carrier, with double digit growth. Schools and health care continue to pursue upgrades with the need to improve indoor air quality. Data Centers were another market vertical mentioned by Carrier in the presentation. They see the addressable market for HVAC in data centers more than doubling in the next 4 years. Finally, aftermarket business remains a focus for Carrier. Nearly half the chillers sold are under a long-term maintenance agreement, and a majority of these are digitally connected, using apps to allow for remote monitoring and control.  Financial Update At first glance, Carrier's guidance update looked concerning, but nearly all of the changes are due to an earlier sale of the Industrial Fire business. Sales have been revised lower by $500 million to $26 billion. This is partially due to lower sales at Viessmann and the rest is due to the Industrial Fire divestment. The good news is that Carrier is able to control costs, resulting in the margin forecast moving to the top of its previous range. This leaves the EPS estimate unchanged. Free cash flow this year, already low at $700 million, was revised down to $400 million, but this was due to additional taxes on the gain from the Industrial Fire divestment being paid this year. Carrier Carrier currently has a high level of debt following the Viessmann acquisition, but the company now has a clear path to pay down most of this with divestment proceeds. Management stated that they now expect to reach net debt/EBITDA leverage of 2 by the end of 2024, which would enable the company to resume share buybacks. Carrier would like to at least buy back the shares issued in the Viessmann deal.  To verify this, I translated the $2.85 EPS guidance into EBITDA, and I get $5.1 billion based on the following calculation: Author Spreadsheet Carrier ended Q1 with $15.6 billion of net debt. They expect to receive $7.2 billion of divestment proceeds this year, or $5.5 billion after tax. Free cash flow minus dividends for the rest of the year comes out to a small cash draw. Putting all this together, I project net debt of $10.1 billion at the end of 2024.   Author Spreadsheet As we see from the calculation, ND/EBITDA comes out just under 2 at the end of the year. With the desire to pay down debt this year and start buying back stock from the Viessmann deal next year, I would not expect much in the way of dividend increases until 2026. The company continues to believe underlying free cash flow, after all the M&A noise, to be around $2.4 billion. Buying back the stock issued in the Viessmann acquisition would cost around $3.5 billion, so after accounting for dividends at their current levels, it should take about 2 years to complete the buybacks. After that, the company will have the capability to increase dividends above the current yield around 1.3%. Valuation On a trailing EV/EBITDA basis, Carrier is valued similarly to Lennox (LII), but both are cheaper than Trane (TT). These are both pure HVAC companies, as Carrier will be after its transformation. Johnson Controls (JCI) is valued more cheaply, but it also contains many of the lower-growth businesses similar to the ones Carrier is selling. Daikin has the typical lower valuation of most Japanese companies but also operates in markets that are currently lower-growth. Seeking Alpha Using forward EBITDA estimates, the company looks even cheaper. Here are the forward EV/EBITDA multiples and EBITDA growth estimates from the Seeking Alpha peer comparison page.   Author Spreadsheet As I noted above, Carrier as a pure-play HVAC company should receive a valuation similar to Trane or Lennox. As Carrier sheds the slower growing businesses this year, I expect the market to value it closer to these companies. To be a bit more conservative considering Carrier's first year as a pure-play HVAC company a number at the low end of this range would be appropriate. A fair EV/EBITDA multiple for Carrier would be around 18 on that basis. Using my EBITDA estimate from earlier in the article of $4.92 billion excluding Refrigeration and Fire & Security, a fair enterprise value for Carrier would be $4.92 * 18 = $88.56 billion. If we subtract the expected $10.14 billion of net debt at year-end 2024 from this enterprise value, we get a fair market cap of $78.42 billion. Dividing by the share count of 915 million shares, we arrive at a price target of $85.70. Risks The biggest risk for Carrier is any slowdown or reversal in the trend toward electrification of HVAC and demand for heat pumps, especially in Europe. As we are seeing in Viessmann's Q1 results, even a little uncertainty in government support of heat pumps can result in consumers stepping away from the market. While the integration of Viessmann appears to be progressing well, cross-marketing their products into other regions of the world is so far untested and customers outside of Europe may not be interested in Viessmann's premium products.  Within the US, there is risk that demand for systems that use R-410A refrigerant before it is phased out could just pull forward demand from next year, resulting in a sales slowdown in 2025.  Finally, an economic downturn in certain risky real estate segments such as the Chinese residential market or commercial office buildings globally would create temporary headwinds for Carrier. Conclusion Carrier share price is near all-time highs following a good Q1 2024 earnings release. Still, the company is cheap relative to its US based pure play HVAC peers. Shares would have about 50% upside if valued similarly to Lennox and Trane on forward EV/EBITDA. I do not think this valuation will be achieved quickly. Carrier will have to demonstrate that it can achieve similar growth rates in its first year as a pure-play HVAC company.   There are some temporary headwinds, especially in Europe, that could put this growth at risk. In the long term, however, electrification of HVAC and the predominance of heat pumps seems likely. Carrier has just begun to find cost synergies from the Viessman merger. Revenue synergy opportunities also exist, bringing the best products from Toshiba in Japan, Giwee in China, and Viessman in Germany to the rest of the world. Adding in secular growth opportunities like data centers, aftermarket growth, and digital monitoring and control apps, Carrier has the growth runway to make it more than just a cyclical industrial company. The market has begun to price this in but the shares are not overheated yet.","news_type":1},"isVote":1,"tweetType":1,"viewCount":330,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":290561894756568,"gmtCreate":1711963880973,"gmtModify":1711964197622,"author":{"id":"3555410704651395","authorId":"3555410704651395","name":"PuntersStock","avatar":"https://static.tigerbbs.com/e16a93d22bcde690b8924233132c4563","crmLevel":9,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3555410704651395","idStr":"3555410704651395"},"themes":[],"title":"Guess the winner，Earn Tiger Coins","htmlText":"Find out more here: <a href=\"https://www.atigrzen.com/activity/market/2024/trading-guess?inviteId=HDGXJLMW&amp;utm_medium=tiger_community&amp;platform=iOS&amp;shareID=76cf5af132d7da6e82c4cbfdb278873b&amp;invite=NZ9MZG&amp;lang=en_US\">Guess the winner，Earn Tiger Coins</a> Come and participate in the“ Guess the winner，Earn Tiger Coins” event, find the trade master and invite friends to get up to 250 tiger coins.","listText":"Find out more here: <a href=\"https://www.atigrzen.com/activity/market/2024/trading-guess?inviteId=HDGXJLMW&amp;utm_medium=tiger_community&amp;platform=iOS&amp;shareID=76cf5af132d7da6e82c4cbfdb278873b&amp;invite=NZ9MZG&amp;lang=en_US\">Guess the winner，Earn Tiger Coins</a> Come and participate in the“ Guess the winner，Earn Tiger Coins” event, find the trade master and invite friends to get up to 250 tiger coins.","text":"Find out more here: Guess the winner，Earn Tiger Coins Come and participate in the“ Guess the winner，Earn Tiger Coins” event, find the trade master and invite friends to get up to 250 tiger coins.","images":[{"img":"https://static.tigerbbs.com/f5b7f90833b0728cadecb5cb81220f1d"}],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/290561894756568","isVote":1,"tweetType":1,"viewCount":298,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":274108736028784,"gmtCreate":1707958859708,"gmtModify":1707958864405,"author":{"id":"3555410704651395","authorId":"3555410704651395","name":"PuntersStock","avatar":"https://static.tigerbbs.com/e16a93d22bcde690b8924233132c4563","crmLevel":9,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3555410704651395","idStr":"3555410704651395"},"themes":[],"htmlText":"Huat","listText":"Huat","text":"Huat","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/274108736028784","isVote":1,"tweetType":1,"viewCount":300,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":251997180674248,"gmtCreate":1702556463034,"gmtModify":1702556466284,"author":{"id":"3555410704651395","authorId":"3555410704651395","name":"PuntersStock","avatar":"https://static.tigerbbs.com/e16a93d22bcde690b8924233132c4563","crmLevel":9,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3555410704651395","idStr":"3555410704651395"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/01772\">$GANFENGLITHIUM(01772)$&nbsp;</a>","listText":"<a href=\"https://ttm.financial/S/01772\">$GANFENGLITHIUM(01772)$&nbsp;</a>","text":"$GANFENGLITHIUM(01772)$","images":[{"img":"https://community-static.tradeup.com/news/243626d243c6b3fb34acd081a8d4b1d4","width":"1179","height":"2460"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/251997180674248","isVote":1,"tweetType":1,"viewCount":504,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":244645242404936,"gmtCreate":1700751748870,"gmtModify":1700751754198,"author":{"id":"3555410704651395","authorId":"3555410704651395","name":"PuntersStock","avatar":"https://static.tigerbbs.com/e16a93d22bcde690b8924233132c4563","crmLevel":9,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3555410704651395","idStr":"3555410704651395"},"themes":[],"htmlText":"Good app to trade online","listText":"Good app to trade online","text":"Good app to trade online","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/244645242404936","isVote":1,"tweetType":1,"viewCount":389,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":219139547156648,"gmtCreate":1694526732373,"gmtModify":1694527911305,"author":{"id":"3555410704651395","authorId":"3555410704651395","name":"PuntersStock","avatar":"https://static.tigerbbs.com/e16a93d22bcde690b8924233132c4563","crmLevel":9,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3555410704651395","idStr":"3555410704651395"},"themes":[],"htmlText":"Tesla rocks. How to play this&nbsp;","listText":"Tesla rocks. How to play this&nbsp;","text":"Tesla rocks. How to play this","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/219139547156648","isVote":1,"tweetType":1,"viewCount":332,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9970624834,"gmtCreate":1684408841029,"gmtModify":1684408844450,"author":{"id":"3555410704651395","authorId":"3555410704651395","name":"PuntersStock","avatar":"https://static.tigerbbs.com/e16a93d22bcde690b8924233132c4563","crmLevel":9,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3555410704651395","idStr":"3555410704651395"},"themes":[],"htmlText":"Why drop","listText":"Why drop","text":"Why drop","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9970624834","repostId":"2336300810","repostType":2,"repost":{"id":"2336300810","kind":"highlight","weMediaInfo":{"introduction":"Reuters.com brings you the latest news from around the world, covering breaking news in markets, business, politics, entertainment and technology","home_visible":1,"media_name":"Reuters","id":"1036604489","head_image":"https://static.tigerbbs.com/443ce19704621c837795676028cec868"},"pubTimestamp":1684408644,"share":"https://ttm.financial/m/news/2336300810?lang=&edition=fundamental","pubTime":"2023-05-18 19:17","market":"us","language":"en","title":"Grab's Soft Delivery Sales Overshadow Improving Bottomline","url":"https://stock-news.laohu8.com/highlight/detail?id=2336300810","media":"Reuters","summary":"May 18 (Reuters) - Grab Holdings Ltd said on Thursday that an early Ramadan weighed on sales at its ","content":"<html><head></head><body><p style=\"text-align: start;\">May 18 (Reuters) - Grab Holdings Ltd said on Thursday that an early Ramadan weighed on sales at its delivery business, taking the shine off an otherwise positive quarter and sending the Southeast Asian company&#39;s shares down.</p><p style=\"text-align: start;\">Total platform sales at Grab&#39;s delivery business - its biggest - fell 9% in the March quarter due to the early start of the Ramadan fasting period and the first Chinese New Year without mobility restrictions since the pandemic.</p><p>But the company&#39;s finance chief, Peter Oey, struck a positive tone for the unit in an interview, saying that he expected &#34;the second half of the year to be stronger for the delivery business.&#34;</p><p style=\"text-align: start;\">The Southeast Asian super-app operator has in the few months embarked on a cost-cutting drive, with measures including a slashing of its cloud bill and hiring freeze for some roles. It has also lowered expenditure on consumer and worker incentives.</p><p style=\"text-align: start;\">The lower incentives helped the delivery business triple its revenue to $275 million, which beat Visible Alpha consensus estimates. Total revenue more than doubled to $525 million, also above expectations of $504.3 million.</p><p>Revenue at the rideshare business - Grab&#39;s second-largest - rose 72% to $194 million in the March quarter but it missed the $195.2 million consensus estimate, according to Visible Alpha.</p><p style=\"text-align: start;\">Grab posted a smaller adjusted operating loss of $66 million in the period, compared with a year-ago loss of $287 million.</p><p style=\"text-align: start;\">It also narrowed its forecast for annual adjusted operating loss to $195 million to $235 million, from $275 million to $325 million.</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>Grab's Soft Delivery Sales Overshadow Improving Bottomline</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\">\nGrab's Soft Delivery Sales Overshadow Improving Bottomline\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1036604489\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/443ce19704621c837795676028cec868);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Reuters </p>\n<p class=\"h-time\">2023-05-18 19:17</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p style=\"text-align: start;\">May 18 (Reuters) - Grab Holdings Ltd said on Thursday that an early Ramadan weighed on sales at its delivery business, taking the shine off an otherwise positive quarter and sending the Southeast Asian company&#39;s shares down.</p><p style=\"text-align: start;\">Total platform sales at Grab&#39;s delivery business - its biggest - fell 9% in the March quarter due to the early start of the Ramadan fasting period and the first Chinese New Year without mobility restrictions since the pandemic.</p><p>But the company&#39;s finance chief, Peter Oey, struck a positive tone for the unit in an interview, saying that he expected &#34;the second half of the year to be stronger for the delivery business.&#34;</p><p style=\"text-align: start;\">The Southeast Asian super-app operator has in the few months embarked on a cost-cutting drive, with measures including a slashing of its cloud bill and hiring freeze for some roles. It has also lowered expenditure on consumer and worker incentives.</p><p style=\"text-align: start;\">The lower incentives helped the delivery business triple its revenue to $275 million, which beat Visible Alpha consensus estimates. Total revenue more than doubled to $525 million, also above expectations of $504.3 million.</p><p>Revenue at the rideshare business - Grab&#39;s second-largest - rose 72% to $194 million in the March quarter but it missed the $195.2 million consensus estimate, according to Visible Alpha.</p><p style=\"text-align: start;\">Grab posted a smaller adjusted operating loss of $66 million in the period, compared with a year-ago loss of $287 million.</p><p style=\"text-align: start;\">It also narrowed its forecast for annual adjusted operating loss to $195 million to $235 million, from $275 million to $325 million.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2336300810","content_text":"May 18 (Reuters) - Grab Holdings Ltd said on Thursday that an early Ramadan weighed on sales at its delivery business, taking the shine off an otherwise positive quarter and sending the Southeast Asian company's shares down.Total platform sales at Grab's delivery business - its biggest - fell 9% in the March quarter due to the early start of the Ramadan fasting period and the first Chinese New Year without mobility restrictions since the pandemic.But the company's finance chief, Peter Oey, struck a positive tone for the unit in an interview, saying that he expected \"the second half of the year to be stronger for the delivery business.\"The Southeast Asian super-app operator has in the few months embarked on a cost-cutting drive, with measures including a slashing of its cloud bill and hiring freeze for some roles. It has also lowered expenditure on consumer and worker incentives.The lower incentives helped the delivery business triple its revenue to $275 million, which beat Visible Alpha consensus estimates. Total revenue more than doubled to $525 million, also above expectations of $504.3 million.Revenue at the rideshare business - Grab's second-largest - rose 72% to $194 million in the March quarter but it missed the $195.2 million consensus estimate, according to Visible Alpha.Grab posted a smaller adjusted operating loss of $66 million in the period, compared with a year-ago loss of $287 million.It also narrowed its forecast for annual adjusted operating loss to $195 million to $235 million, from $275 million to $325 million.","news_type":1},"isVote":1,"tweetType":1,"viewCount":354,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9947669782,"gmtCreate":1683076154146,"gmtModify":1683076311439,"author":{"id":"3555410704651395","authorId":"3555410704651395","name":"PuntersStock","avatar":"https://static.tigerbbs.com/e16a93d22bcde690b8924233132c4563","crmLevel":9,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3555410704651395","idStr":"3555410704651395"},"themes":[],"htmlText":"C&nbsp;","listText":"C&nbsp;","text":"C","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9947669782","repostId":"2332918109","repostType":2,"repost":{"id":"2332918109","kind":"highlight","weMediaInfo":{"introduction":"Reuters.com brings you the latest news from around the world, covering breaking news in markets, business, politics, entertainment and technology","home_visible":1,"media_name":"Reuters","id":"1036604489","head_image":"https://static.tigerbbs.com/443ce19704621c837795676028cec868"},"pubTimestamp":1683075837,"share":"https://ttm.financial/m/news/2332918109?lang=&edition=fundamental","pubTime":"2023-05-03 09:03","market":"sg","language":"en","title":"Keppel to Rejig Corporate Structure, Sets $150 Bln Assets Target By 2030","url":"https://stock-news.laohu8.com/highlight/detail?id=2332918109","media":"Reuters","summary":"May 3 (Reuters) - Singapore's Keppel Corp on Wednesday (May 3) announced a major corporate restructu","content":"<html><head></head><body><p style=\"text-align: start;\">May 3 (Reuters) - Singapore&#39;s Keppel Corp on Wednesday (May 3) announced a major corporate restructuring, doing away with its conglomerate form and dividing itself into three distinct units, in a bid to simplify and further grow its operations.</p><p style=\"text-align: start;\">The conglomerate, which has operations ranging from data centres to renewable energy assets, will restructure itself into three businesses - fund management, investment, and operating platforms.</p><p>The fund management business will focus on capital raising, investment platform will make capital investment decisions, while the operating platform unit will subsume its other existing operations.</p><p style=\"text-align: start;\">&#34;This latest restructuring reflects a fundamental shift in how we organise ourselves to operate in a nimbler manner and harness technology to grow at speed and scale,&#34; Keppel Chief Executive Officer Loh Chin Hua said.</p><p style=\"text-align: start;\">&#34;From a diversified conglomerate, we are accelerating our transformation to be one integrated company - a global alternative real asset manager, with deep operating capabilities in Infrastructure, Real Estate and Connectivity.&#34;</p><p style=\"text-align: start;\">The company, which traces its roots to a small ship repair yard corporatised in 1968, said the shake-up could result in annual savings of between S$60 million and S$70 million by 2026.</p><p style=\"text-align: start;\">Keppel also announced plans to significantly increase its assets under management (AUM) to S$200 billion (US$149.93 billion) by 2030, with an interim target of achieving S$100 billion worth of AUM by 2026-end, double of what it had at the end of last year.</p><p>The firm is now targeting between S$10 billion to S$12 billion in cumulative asset monetisation by 2026-end. It has already achieved asset monetisation of S$4.9 billion as at end of first-quarter of fiscal 2023 since the program was launched in late 2020.</p><p style=\"text-align: start;\">($1 = 1.3340 Singapore dollars)</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>Keppel to Rejig Corporate Structure, Sets $150 Bln Assets Target 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; 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}\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nKeppel to Rejig Corporate Structure, Sets $150 Bln Assets Target By 2030\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1036604489\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/443ce19704621c837795676028cec868);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Reuters </p>\n<p class=\"h-time\">2023-05-03 09:03</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p style=\"text-align: start;\">May 3 (Reuters) - Singapore&#39;s Keppel Corp on Wednesday (May 3) announced a major corporate restructuring, doing away with its conglomerate form and dividing itself into three distinct units, in a bid to simplify and further grow its operations.</p><p style=\"text-align: start;\">The conglomerate, which has operations ranging from data centres to renewable energy assets, will restructure itself into three businesses - fund management, investment, and operating platforms.</p><p>The fund management business will focus on capital raising, investment platform will make capital investment decisions, while the operating platform unit will subsume its other existing operations.</p><p style=\"text-align: start;\">&#34;This latest restructuring reflects a fundamental shift in how we organise ourselves to operate in a nimbler manner and harness technology to grow at speed and scale,&#34; Keppel Chief Executive Officer Loh Chin Hua said.</p><p style=\"text-align: start;\">&#34;From a diversified conglomerate, we are accelerating our transformation to be one integrated company - a global alternative real asset manager, with deep operating capabilities in Infrastructure, Real Estate and Connectivity.&#34;</p><p style=\"text-align: start;\">The company, which traces its roots to a small ship repair yard corporatised in 1968, said the shake-up could result in annual savings of between S$60 million and S$70 million by 2026.</p><p style=\"text-align: start;\">Keppel also announced plans to significantly increase its assets under management (AUM) to S$200 billion (US$149.93 billion) by 2030, with an interim target of achieving S$100 billion worth of AUM by 2026-end, double of what it had at the end of last year.</p><p>The firm is now targeting between S$10 billion to S$12 billion in cumulative asset monetisation by 2026-end. It has already achieved asset monetisation of S$4.9 billion as at end of first-quarter of fiscal 2023 since the program was launched in late 2020.</p><p style=\"text-align: start;\">($1 = 1.3340 Singapore dollars)</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"SG9999014302.SGD":"RHB Singapore Income Fund SGD","SG9999014492.USD":"NIKKO AM ASEAN EQUITY \"A\" (USD) ACC","SG9999003826.SGD":"日兴资管新加坡股息基金 SGD","SG9999008742.SGD":"Eastspring Investments Unit Trusts - Singapore ASEAN Equity SGD","SG9999000343.SGD":"Schroder Singapore Trust A Dis SGD","BK6111":"工业集团企业","SG9999016042.SGD":"Schroder Singapore Trust A Acc SGD","SG9999004360.SGD":"Nikko AM Shenton Thrift Fund SGD","BK6505":"周期性消费品与消费者服务","BN4.SI":"吉宝有限公司","SG9999014484.SGD":"Nikko AM ASEAN Equity Fund A SGD","SG9999001127.SGD":"United Singapore Growth Fund SGD","BK6523":"ESG概念"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2332918109","content_text":"May 3 (Reuters) - Singapore's Keppel Corp on Wednesday (May 3) announced a major corporate restructuring, doing away with its conglomerate form and dividing itself into three distinct units, in a bid to simplify and further grow its operations.The conglomerate, which has operations ranging from data centres to renewable energy assets, will restructure itself into three businesses - fund management, investment, and operating platforms.The fund management business will focus on capital raising, investment platform will make capital investment decisions, while the operating platform unit will subsume its other existing operations.\"This latest restructuring reflects a fundamental shift in how we organise ourselves to operate in a nimbler manner and harness technology to grow at speed and scale,\" Keppel Chief Executive Officer Loh Chin Hua said.\"From a diversified conglomerate, we are accelerating our transformation to be one integrated company - a global alternative real asset manager, with deep operating capabilities in Infrastructure, Real Estate and Connectivity.\"The company, which traces its roots to a small ship repair yard corporatised in 1968, said the shake-up could result in annual savings of between S$60 million and S$70 million by 2026.Keppel also announced plans to significantly increase its assets under management (AUM) to S$200 billion (US$149.93 billion) by 2030, with an interim target of achieving S$100 billion worth of AUM by 2026-end, double of what it had at the end of last year.The firm is now targeting between S$10 billion to S$12 billion in cumulative asset monetisation by 2026-end. It has already achieved asset monetisation of S$4.9 billion as at end of first-quarter of fiscal 2023 since the program was launched in late 2020.($1 = 1.3340 Singapore dollars)","news_type":1},"isVote":1,"tweetType":1,"viewCount":291,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":347297456,"gmtCreate":1618495996875,"gmtModify":1704711782535,"author":{"id":"3555410704651395","authorId":"3555410704651395","name":"PuntersStock","avatar":"https://static.tigerbbs.com/e16a93d22bcde690b8924233132c4563","crmLevel":9,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3555410704651395","idStr":"3555410704651395"},"themes":[],"htmlText":"Lousy Info.","listText":"Lousy Info.","text":"Lousy Info.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/347297456","repostId":"1156256429","repostType":4,"repost":{"id":"1156256429","kind":"news","weMediaInfo":{"introduction":"Providing stock market headlines, business news, financials and earnings ","home_visible":1,"media_name":"Tiger Newspress","id":"1079075236","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1618495767,"share":"https://ttm.financial/m/news/1156256429?lang=&edition=fundamental","pubTime":"2021-04-15 22:09","market":"us","language":"en","title":"Chinese electric vehicle stocks  fell sharply","url":"https://stock-news.laohu8.com/highlight/detail?id=1156256429","media":"Tiger Newspress","summary":" Chinese electric vehicle stocks fell sharply. Xpeng Motors fell about 6%, NIO fell about 5%, Li fell more than 7%.Days ago, Zacks.com announces the list of stocks featured in the Analyst Blog. Every day the Zacks Equity Research analysts discuss the latest news and events impacting stocks and the financial markets. Stocks recently featured in the blog include: BYD Company Limited BYDDY, NIO Inc. NIO, Li Auto Inc. LI and XPeng Inc. XPEV.Here are highlights from Monday’s Analyst Blog:Chinese Auto","content":"<p>(April 15)&nbsp;Chinese&nbsp;electric vehicle stocks fell sharply.&nbsp;Xpeng Motors&nbsp;fell&nbsp;about&nbsp;6%,&nbsp;NIO&nbsp;fell&nbsp;about&nbsp;5%,&nbsp;Li&nbsp;fell&nbsp;more&nbsp;than&nbsp;7%.</p><p><img src=\"https://static.tigerbbs.com/dbaf16ea0d1c0365c2cd923a7641e5c1\" tg-width=\"313\" tg-height=\"165\" referrerpolicy=\"no-referrer\">Days&nbsp;ago,&nbsp;Zacks.com announces the list of stocks featured in the Analyst Blog. Every day the Zacks Equity Research analysts discuss the latest news and events impacting stocks and the financial markets. Stocks recently featured in the blog include: BYD Company Limited BYDDY, NIO Inc. NIO, Li Auto Inc. LI and XPeng Inc. XPEV.</p><p>Here are highlights from Monday’s Analyst Blog:<i>Chinese Auto Sales on Fast Track - Will It Hit a Speed Bump?</i></p><p>Vehicle sales in China for the month of March soared for the 12th straight month to 2.53 million units, per the China Association of Automobile Manufacturers (“CAAM”). Sales spiked 75% from the corresponding period of 2020, when the country’s vehicle demand was badly hit by coronavirus woes.</p><p>Digging Into Sales Numbers</p><p>For the first quarter of 2021, sales surged 76% year over year to top 6.48 million units. The massive jump was due to lower severity of COVID-19 impacts, which crimped showroom traffic in the comparable year-ago quarter.</p><p>In fact, automakers in China suffered their bleakest ever quarter in the January-March 2020 period. However, thanks to supportive government policies, gradual reopening of economic activities and pent-up vehicle demand, China is now at the forefront of global auto market recovery.</p><p>Deliveries of new light vehicles including sport utility vehicles, sedans and multi-purpose vehicles grew 77% to exceed 1.87 million units in March 2021. Deliveries of commercial vehicles including pickups and buses rose 68% year over year to 651,000 units. Electric vehicle sales jumped a whopping 240% year over year to 226,000 units.</p><p>New light vehicle deliveries in first-quarter 2021 climbed 75% from the comparable year-ago period to 5.08 million units. Sales of commercial vehicles and EVs spiked 77% and 280% to 1.41 million units and 515,000 units, respectively, on a year-over-year basis.</p><p>China EV Market on Fire, Competition Revs Up</p><p>Demand for new energy vehicles (NEVs) has been on the rise amid climate change concerns and favorable government policies. Importantly, the country projects electric vehicles (EVs) to account for 25% of new car sales by 2025.</p><p>Last April, the government of China announced plans to extend subsidies and tax breaks for NEVs such as electric or plug-in hybrid cars for another two years to spur sales. Buoyed by favorable government policies and improving consumer confidence and economy, China — world’s largest EV market — is seeing solid sales of zero-emission vehicles.</p><p>China-based EV makers including<b>BYD Co</b>,<b>NIO</b>,<b>Li Auto</b>and<b>XPeng</b>registered strong EV sales last month. Warren Buffett-backed BYD sold 24,218 EVs in March, representing a year-over-year jump of 97.6%.</p><p>NIO — which currently carries a Zacks Rank #3 (Hold) — delivered 7,257 EVs last month, skyrocketing 373% year over year. EV makers Li Auto and XPeng delivered 4,900 and 5,102 vehicles, up a whopping 238.6% and 384%, respectively, on a year-over-year basis. You can see<b>the complete list of today’s Zacks #1 Rank (Strong Buy) stocks here</b>.</p><p>Foreign carmakers including<b>Tesla</b>,<b>GM</b>and<b>Ford</b>are also registering strong sales and actively ramping up operations in the country. Per China Passenger Car Association, EV behemoth Tesla sold 35,478 China-made cars last month. The company commands a huge market share in the EV market of China, thanks to robust production from the Shanghai Gigafactory.</p><p>Overall vehicle sales by Ford and General Motors in China witnessed a year-over-year rally of 73% and 69%, respectively, for first-quarter 2021. General Motors is speeding up the development of advanced technologies in China to enable an all-electric future.</p><p>The company’s next-generation EVs (across all brands) in China will be powered by Ultium Drive. It should be noted that the Cadillac LYRIQ SUV would be the first Ultium-powered vehicle to be rolled out in China at Auto Shanghai 2021 later this month.</p><p>Importantly, Sales of Hong Guang mini-EV — under General Motors’ Wuling brand — exceeded 72,000 units in first-quarter 2021, retaining its position as the best-selling green vehicle in the country. Meanwhile, Ford is set to manufacture its electric Mustang Mach-E in China with its joint venture Changan Ford.</p><p>Amid soaring demand, competition is heating up in the China EV market. Even with the subsidies ending in 2022, the e-mobility battle in China is getting fiercer by the day with new upstarts, legacy automakers and tech titans foraying into the space.</p><p>A few days back, China’s leading smartphone maker Xiaomi announced that it is set to invest $10 billion in the development of EVs over the next 10 years. The company intends to establish a wholly-owned subsidiary with an initial investment of around $1.5 billion.</p><p>Ride-hailing platform Didi Chuxing has also launched an EV unit and collaborated with BYD to develop EVs designed for its services. Telecom equipment giant Huawei Technology also aims to launch electric cars under its brand and may roll out a couple of models this year. Search engine behemoth Baidu also announced plans to launch an electric car business in January.</p><p>Chip Deficit to Play Spoilsport</p><p>While China’s vehicle sales have rebounded quite strongly, will the recovery sustain amid the global chip crunch? Well, CAAM has already warned that the chip shortage is set to adversely impact auto production in the nation in second-quarter 2021. The agency does not expect the shortfall to ease until the fourth quarter of this year.</p><p>Although China is the largest auto market, it depends heavily on chip imports and is the largest buyer of semiconductors. Amid the chip shortfall, carmakers are scrambling to procure semiconductors, which are forcing them to undergo production cuts and idle factories. NIO shuttered operations for five days beginning Mar 29 due to microchip shortfall. Volvo Cars, owned by Geely Holdings, also halted production last month. In the absence of a quick solution to this chip problem, auto industry recovery in China may soon be losing steam.</p><p>These Stocks Are Poised to Soar Past the Pandemic</p><p>The COVID-19 outbreak has shifted consumer behavior dramatically, and a handful of high-tech companies have stepped up to keep America running. Right now, investors in these companies have a shot at serious profits. For example, Zoom jumped 108.5% in less than 4 months while most other stocks were sinking.</p><p>Our research shows that 5 cutting-edge stocks could skyrocket from the exponential increase in demand for “stay at home” technologies. This could be one of the biggest buying opportunities of this decade, especially for those who get in early.</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 electric vehicle stocks  fell sharply</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 electric vehicle stocks  fell sharply\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\">2021-04-15 22:09</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>(April 15)&nbsp;Chinese&nbsp;electric vehicle stocks fell sharply.&nbsp;Xpeng Motors&nbsp;fell&nbsp;about&nbsp;6%,&nbsp;NIO&nbsp;fell&nbsp;about&nbsp;5%,&nbsp;Li&nbsp;fell&nbsp;more&nbsp;than&nbsp;7%.</p><p><img src=\"https://static.tigerbbs.com/dbaf16ea0d1c0365c2cd923a7641e5c1\" tg-width=\"313\" tg-height=\"165\" referrerpolicy=\"no-referrer\">Days&nbsp;ago,&nbsp;Zacks.com announces the list of stocks featured in the Analyst Blog. Every day the Zacks Equity Research analysts discuss the latest news and events impacting stocks and the financial markets. Stocks recently featured in the blog include: BYD Company Limited BYDDY, NIO Inc. NIO, Li Auto Inc. LI and XPeng Inc. XPEV.</p><p>Here are highlights from Monday’s Analyst Blog:<i>Chinese Auto Sales on Fast Track - Will It Hit a Speed Bump?</i></p><p>Vehicle sales in China for the month of March soared for the 12th straight month to 2.53 million units, per the China Association of Automobile Manufacturers (“CAAM”). Sales spiked 75% from the corresponding period of 2020, when the country’s vehicle demand was badly hit by coronavirus woes.</p><p>Digging Into Sales Numbers</p><p>For the first quarter of 2021, sales surged 76% year over year to top 6.48 million units. The massive jump was due to lower severity of COVID-19 impacts, which crimped showroom traffic in the comparable year-ago quarter.</p><p>In fact, automakers in China suffered their bleakest ever quarter in the January-March 2020 period. However, thanks to supportive government policies, gradual reopening of economic activities and pent-up vehicle demand, China is now at the forefront of global auto market recovery.</p><p>Deliveries of new light vehicles including sport utility vehicles, sedans and multi-purpose vehicles grew 77% to exceed 1.87 million units in March 2021. Deliveries of commercial vehicles including pickups and buses rose 68% year over year to 651,000 units. Electric vehicle sales jumped a whopping 240% year over year to 226,000 units.</p><p>New light vehicle deliveries in first-quarter 2021 climbed 75% from the comparable year-ago period to 5.08 million units. Sales of commercial vehicles and EVs spiked 77% and 280% to 1.41 million units and 515,000 units, respectively, on a year-over-year basis.</p><p>China EV Market on Fire, Competition Revs Up</p><p>Demand for new energy vehicles (NEVs) has been on the rise amid climate change concerns and favorable government policies. Importantly, the country projects electric vehicles (EVs) to account for 25% of new car sales by 2025.</p><p>Last April, the government of China announced plans to extend subsidies and tax breaks for NEVs such as electric or plug-in hybrid cars for another two years to spur sales. Buoyed by favorable government policies and improving consumer confidence and economy, China — world’s largest EV market — is seeing solid sales of zero-emission vehicles.</p><p>China-based EV makers including<b>BYD Co</b>,<b>NIO</b>,<b>Li Auto</b>and<b>XPeng</b>registered strong EV sales last month. Warren Buffett-backed BYD sold 24,218 EVs in March, representing a year-over-year jump of 97.6%.</p><p>NIO — which currently carries a Zacks Rank #3 (Hold) — delivered 7,257 EVs last month, skyrocketing 373% year over year. EV makers Li Auto and XPeng delivered 4,900 and 5,102 vehicles, up a whopping 238.6% and 384%, respectively, on a year-over-year basis. You can see<b>the complete list of today’s Zacks #1 Rank (Strong Buy) stocks here</b>.</p><p>Foreign carmakers including<b>Tesla</b>,<b>GM</b>and<b>Ford</b>are also registering strong sales and actively ramping up operations in the country. Per China Passenger Car Association, EV behemoth Tesla sold 35,478 China-made cars last month. The company commands a huge market share in the EV market of China, thanks to robust production from the Shanghai Gigafactory.</p><p>Overall vehicle sales by Ford and General Motors in China witnessed a year-over-year rally of 73% and 69%, respectively, for first-quarter 2021. General Motors is speeding up the development of advanced technologies in China to enable an all-electric future.</p><p>The company’s next-generation EVs (across all brands) in China will be powered by Ultium Drive. It should be noted that the Cadillac LYRIQ SUV would be the first Ultium-powered vehicle to be rolled out in China at Auto Shanghai 2021 later this month.</p><p>Importantly, Sales of Hong Guang mini-EV — under General Motors’ Wuling brand — exceeded 72,000 units in first-quarter 2021, retaining its position as the best-selling green vehicle in the country. Meanwhile, Ford is set to manufacture its electric Mustang Mach-E in China with its joint venture Changan Ford.</p><p>Amid soaring demand, competition is heating up in the China EV market. Even with the subsidies ending in 2022, the e-mobility battle in China is getting fiercer by the day with new upstarts, legacy automakers and tech titans foraying into the space.</p><p>A few days back, China’s leading smartphone maker Xiaomi announced that it is set to invest $10 billion in the development of EVs over the next 10 years. The company intends to establish a wholly-owned subsidiary with an initial investment of around $1.5 billion.</p><p>Ride-hailing platform Didi Chuxing has also launched an EV unit and collaborated with BYD to develop EVs designed for its services. Telecom equipment giant Huawei Technology also aims to launch electric cars under its brand and may roll out a couple of models this year. Search engine behemoth Baidu also announced plans to launch an electric car business in January.</p><p>Chip Deficit to Play Spoilsport</p><p>While China’s vehicle sales have rebounded quite strongly, will the recovery sustain amid the global chip crunch? Well, CAAM has already warned that the chip shortage is set to adversely impact auto production in the nation in second-quarter 2021. The agency does not expect the shortfall to ease until the fourth quarter of this year.</p><p>Although China is the largest auto market, it depends heavily on chip imports and is the largest buyer of semiconductors. Amid the chip shortfall, carmakers are scrambling to procure semiconductors, which are forcing them to undergo production cuts and idle factories. NIO shuttered operations for five days beginning Mar 29 due to microchip shortfall. Volvo Cars, owned by Geely Holdings, also halted production last month. In the absence of a quick solution to this chip problem, auto industry recovery in China may soon be losing steam.</p><p>These Stocks Are Poised to Soar Past the Pandemic</p><p>The COVID-19 outbreak has shifted consumer behavior dramatically, and a handful of high-tech companies have stepped up to keep America running. Right now, investors in these companies have a shot at serious profits. For example, Zoom jumped 108.5% in less than 4 months while most other stocks were sinking.</p><p>Our research shows that 5 cutting-edge stocks could skyrocket from the exponential increase in demand for “stay at home” technologies. This could be one of the biggest buying opportunities of this decade, especially for those who get in early.</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NIO":"蔚来","LI":"理想汽车","XPEV":"小鹏汽车"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1156256429","content_text":"(April 15) Chinese electric vehicle stocks fell sharply. Xpeng Motors fell about 6%, NIO fell about 5%, Li fell more than 7%.Days ago, Zacks.com announces the list of stocks featured in the Analyst Blog. Every day the Zacks Equity Research analysts discuss the latest news and events impacting stocks and the financial markets. Stocks recently featured in the blog include: BYD Company Limited BYDDY, NIO Inc. NIO, Li Auto Inc. LI and XPeng Inc. XPEV.Here are highlights from Monday’s Analyst Blog:Chinese Auto Sales on Fast Track - Will It Hit a Speed Bump?Vehicle sales in China for the month of March soared for the 12th straight month to 2.53 million units, per the China Association of Automobile Manufacturers (“CAAM”). Sales spiked 75% from the corresponding period of 2020, when the country’s vehicle demand was badly hit by coronavirus woes.Digging Into Sales NumbersFor the first quarter of 2021, sales surged 76% year over year to top 6.48 million units. The massive jump was due to lower severity of COVID-19 impacts, which crimped showroom traffic in the comparable year-ago quarter.In fact, automakers in China suffered their bleakest ever quarter in the January-March 2020 period. However, thanks to supportive government policies, gradual reopening of economic activities and pent-up vehicle demand, China is now at the forefront of global auto market recovery.Deliveries of new light vehicles including sport utility vehicles, sedans and multi-purpose vehicles grew 77% to exceed 1.87 million units in March 2021. Deliveries of commercial vehicles including pickups and buses rose 68% year over year to 651,000 units. Electric vehicle sales jumped a whopping 240% year over year to 226,000 units.New light vehicle deliveries in first-quarter 2021 climbed 75% from the comparable year-ago period to 5.08 million units. Sales of commercial vehicles and EVs spiked 77% and 280% to 1.41 million units and 515,000 units, respectively, on a year-over-year basis.China EV Market on Fire, Competition Revs UpDemand for new energy vehicles (NEVs) has been on the rise amid climate change concerns and favorable government policies. Importantly, the country projects electric vehicles (EVs) to account for 25% of new car sales by 2025.Last April, the government of China announced plans to extend subsidies and tax breaks for NEVs such as electric or plug-in hybrid cars for another two years to spur sales. Buoyed by favorable government policies and improving consumer confidence and economy, China — world’s largest EV market — is seeing solid sales of zero-emission vehicles.China-based EV makers includingBYD Co,NIO,Li AutoandXPengregistered strong EV sales last month. Warren Buffett-backed BYD sold 24,218 EVs in March, representing a year-over-year jump of 97.6%.NIO — which currently carries a Zacks Rank #3 (Hold) — delivered 7,257 EVs last month, skyrocketing 373% year over year. EV makers Li Auto and XPeng delivered 4,900 and 5,102 vehicles, up a whopping 238.6% and 384%, respectively, on a year-over-year basis. You can seethe complete list of today’s Zacks #1 Rank (Strong Buy) stocks here.Foreign carmakers includingTesla,GMandFordare also registering strong sales and actively ramping up operations in the country. Per China Passenger Car Association, EV behemoth Tesla sold 35,478 China-made cars last month. The company commands a huge market share in the EV market of China, thanks to robust production from the Shanghai Gigafactory.Overall vehicle sales by Ford and General Motors in China witnessed a year-over-year rally of 73% and 69%, respectively, for first-quarter 2021. General Motors is speeding up the development of advanced technologies in China to enable an all-electric future.The company’s next-generation EVs (across all brands) in China will be powered by Ultium Drive. It should be noted that the Cadillac LYRIQ SUV would be the first Ultium-powered vehicle to be rolled out in China at Auto Shanghai 2021 later this month.Importantly, Sales of Hong Guang mini-EV — under General Motors’ Wuling brand — exceeded 72,000 units in first-quarter 2021, retaining its position as the best-selling green vehicle in the country. Meanwhile, Ford is set to manufacture its electric Mustang Mach-E in China with its joint venture Changan Ford.Amid soaring demand, competition is heating up in the China EV market. Even with the subsidies ending in 2022, the e-mobility battle in China is getting fiercer by the day with new upstarts, legacy automakers and tech titans foraying into the space.A few days back, China’s leading smartphone maker Xiaomi announced that it is set to invest $10 billion in the development of EVs over the next 10 years. The company intends to establish a wholly-owned subsidiary with an initial investment of around $1.5 billion.Ride-hailing platform Didi Chuxing has also launched an EV unit and collaborated with BYD to develop EVs designed for its services. Telecom equipment giant Huawei Technology also aims to launch electric cars under its brand and may roll out a couple of models this year. Search engine behemoth Baidu also announced plans to launch an electric car business in January.Chip Deficit to Play SpoilsportWhile China’s vehicle sales have rebounded quite strongly, will the recovery sustain amid the global chip crunch? Well, CAAM has already warned that the chip shortage is set to adversely impact auto production in the nation in second-quarter 2021. The agency does not expect the shortfall to ease until the fourth quarter of this year.Although China is the largest auto market, it depends heavily on chip imports and is the largest buyer of semiconductors. Amid the chip shortfall, carmakers are scrambling to procure semiconductors, which are forcing them to undergo production cuts and idle factories. NIO shuttered operations for five days beginning Mar 29 due to microchip shortfall. Volvo Cars, owned by Geely Holdings, also halted production last month. In the absence of a quick solution to this chip problem, auto industry recovery in China may soon be losing steam.These Stocks Are Poised to Soar Past the PandemicThe COVID-19 outbreak has shifted consumer behavior dramatically, and a handful of high-tech companies have stepped up to keep America running. Right now, investors in these companies have a shot at serious profits. For example, Zoom jumped 108.5% in less than 4 months while most other stocks were sinking.Our research shows that 5 cutting-edge stocks could skyrocket from the exponential increase in demand for “stay at home” technologies. This could be one of the biggest buying opportunities of this decade, especially for those who get in early.","news_type":1},"isVote":1,"tweetType":1,"viewCount":293,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":357607285,"gmtCreate":1617265322847,"gmtModify":1704697990217,"author":{"id":"3555410704651395","authorId":"3555410704651395","name":"PuntersStock","avatar":"https://static.tigerbbs.com/e16a93d22bcde690b8924233132c4563","crmLevel":9,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3555410704651395","idStr":"3555410704651395"},"themes":[],"htmlText":"Is this April Fool joke? Very funny!!!","listText":"Is this April Fool joke? Very funny!!!","text":"Is this April Fool joke? Very funny!!!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/357607285","repostId":"1133956187","repostType":4,"repost":{"id":"1133956187","kind":"news","pubTimestamp":1617264400,"share":"https://ttm.financial/m/news/1133956187?lang=&edition=fundamental","pubTime":"2021-04-01 16:06","market":"us","language":"en","title":"XPeng March deliveries rise 130% M/M to 5,102 vehicles","url":"https://stock-news.laohu8.com/highlight/detail?id=1133956187","media":"seeking alpha","summary":"XPeng(NYSE:XPEV)deliversa total of 5,102 Smart EVs in March 2021, an increase of 384% Y/Y and 130% M","content":"<ul><li>XPeng(NYSE:XPEV)deliversa total of 5,102 Smart EVs in March 2021, an increase of 384% Y/Y and 130% M/M.</li><li>March deliveries consisted of 2,855 P7s, and 2,247 G3s.</li><li>The Company achieved record quarterly deliveries of 13,340 Smart EVs in Q1 2021, +487% Y/Y.</li><li>XPEV attributed the record quarterly deliveries to its growing brand recognition and product appeal, expanded product portfolio and broadening service networks across China.</li><li>In March 2021, the Company reached the benchmark of delivering cumulative 50,000 Smart EVs and started deliveries of its P7 Wing edition.</li><li>XPeng also launched lithium iron phosphate, or LFP, battery-powered G3 SUVs and P7 sedans in China, anticipating deliveries to begin in April and May, respectively.</li><li>The company plans to unveil its third production model in Q2, with deliveries planned in Q4 2021.</li><li>XPeng&nbsp;also completed China’s longest autonomous driving expedition in March,&nbsp;setting records&nbsp;for&nbsp;autonomous driving in the production vehicle category.</li><li>XPEV was on this week's Seeking Alpha's Catalyst Watch as&nbsp;BloombergNEF was to host a webinar covering theelectric vehicle space.<img src=\"https://static.tigerbbs.com/0535ab17e62d950af55b5299e9b2df48\" tg-width=\"1156\" tg-height=\"333\" referrerpolicy=\"no-referrer\"></li></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>XPeng March deliveries rise 130% M/M to 5,102 vehicles</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; 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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\">\nXPeng March deliveries rise 130% M/M to 5,102 vehicles\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-04-01 16:06 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/news/3678410-xpeng-march-deliveries-rise-130-mm-to-5102-vehicles><strong>seeking alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>XPeng(NYSE:XPEV)deliversa total of 5,102 Smart EVs in March 2021, an increase of 384% Y/Y and 130% M/M.March deliveries consisted of 2,855 P7s, and 2,247 G3s.The Company achieved record quarterly ...</p>\n\n<a href=\"https://seekingalpha.com/news/3678410-xpeng-march-deliveries-rise-130-mm-to-5102-vehicles\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"XPEV":"小鹏汽车"},"source_url":"https://seekingalpha.com/news/3678410-xpeng-march-deliveries-rise-130-mm-to-5102-vehicles","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1133956187","content_text":"XPeng(NYSE:XPEV)deliversa total of 5,102 Smart EVs in March 2021, an increase of 384% Y/Y and 130% M/M.March deliveries consisted of 2,855 P7s, and 2,247 G3s.The Company achieved record quarterly deliveries of 13,340 Smart EVs in Q1 2021, +487% Y/Y.XPEV attributed the record quarterly deliveries to its growing brand recognition and product appeal, expanded product portfolio and broadening service networks across China.In March 2021, the Company reached the benchmark of delivering cumulative 50,000 Smart EVs and started deliveries of its P7 Wing edition.XPeng also launched lithium iron phosphate, or LFP, battery-powered G3 SUVs and P7 sedans in China, anticipating deliveries to begin in April and May, respectively.The company plans to unveil its third production model in Q2, with deliveries planned in Q4 2021.XPeng also completed China’s longest autonomous driving expedition in March, setting records for autonomous driving in the production vehicle category.XPEV was on this week's Seeking Alpha's Catalyst Watch as BloombergNEF was to host a webinar covering theelectric vehicle space.","news_type":1},"isVote":1,"tweetType":1,"viewCount":236,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":357604204,"gmtCreate":1617265291308,"gmtModify":1704697988762,"author":{"id":"3555410704651395","authorId":"3555410704651395","name":"PuntersStock","avatar":"https://static.tigerbbs.com/e16a93d22bcde690b8924233132c4563","crmLevel":9,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3555410704651395","idStr":"3555410704651395"},"themes":[],"htmlText":"Is this April Fool joke?","listText":"Is this April Fool joke?","text":"Is this April Fool joke?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/357604204","repostId":"2124022412","repostType":4,"isVote":1,"tweetType":1,"viewCount":333,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"hots":[{"id":274108736028784,"gmtCreate":1707958859708,"gmtModify":1707958864405,"author":{"id":"3555410704651395","authorId":"3555410704651395","name":"PuntersStock","avatar":"https://static.tigerbbs.com/e16a93d22bcde690b8924233132c4563","crmLevel":9,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3555410704651395","authorIdStr":"3555410704651395"},"themes":[],"htmlText":"Huat","listText":"Huat","text":"Huat","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/274108736028784","isVote":1,"tweetType":1,"viewCount":300,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":357607285,"gmtCreate":1617265322847,"gmtModify":1704697990217,"author":{"id":"3555410704651395","authorId":"3555410704651395","name":"PuntersStock","avatar":"https://static.tigerbbs.com/e16a93d22bcde690b8924233132c4563","crmLevel":9,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3555410704651395","authorIdStr":"3555410704651395"},"themes":[],"htmlText":"Is this April Fool joke? Very funny!!!","listText":"Is this April Fool joke? Very funny!!!","text":"Is this April Fool joke? Very funny!!!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/357607285","repostId":"1133956187","repostType":4,"repost":{"id":"1133956187","kind":"news","pubTimestamp":1617264400,"share":"https://ttm.financial/m/news/1133956187?lang=&edition=fundamental","pubTime":"2021-04-01 16:06","market":"us","language":"en","title":"XPeng March deliveries rise 130% M/M to 5,102 vehicles","url":"https://stock-news.laohu8.com/highlight/detail?id=1133956187","media":"seeking alpha","summary":"XPeng(NYSE:XPEV)deliversa total of 5,102 Smart EVs in March 2021, an increase of 384% Y/Y and 130% M","content":"<ul><li>XPeng(NYSE:XPEV)deliversa total of 5,102 Smart EVs in March 2021, an increase of 384% Y/Y and 130% M/M.</li><li>March deliveries consisted of 2,855 P7s, and 2,247 G3s.</li><li>The Company achieved record quarterly deliveries of 13,340 Smart EVs in Q1 2021, +487% Y/Y.</li><li>XPEV attributed the record quarterly deliveries to its growing brand recognition and product appeal, expanded product portfolio and broadening service networks across China.</li><li>In March 2021, the Company reached the benchmark of delivering cumulative 50,000 Smart EVs and started deliveries of its P7 Wing edition.</li><li>XPeng also launched lithium iron phosphate, or LFP, battery-powered G3 SUVs and P7 sedans in China, anticipating deliveries to begin in April and May, respectively.</li><li>The company plans to unveil its third production model in Q2, with deliveries planned in Q4 2021.</li><li>XPeng&nbsp;also completed China’s longest autonomous driving expedition in March,&nbsp;setting records&nbsp;for&nbsp;autonomous driving in the production vehicle category.</li><li>XPEV was on this week's Seeking Alpha's Catalyst Watch as&nbsp;BloombergNEF was to host a webinar covering theelectric vehicle space.<img src=\"https://static.tigerbbs.com/0535ab17e62d950af55b5299e9b2df48\" tg-width=\"1156\" tg-height=\"333\" referrerpolicy=\"no-referrer\"></li></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>XPeng March deliveries rise 130% M/M to 5,102 vehicles</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; 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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\">\nXPeng March deliveries rise 130% M/M to 5,102 vehicles\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-04-01 16:06 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/news/3678410-xpeng-march-deliveries-rise-130-mm-to-5102-vehicles><strong>seeking alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>XPeng(NYSE:XPEV)deliversa total of 5,102 Smart EVs in March 2021, an increase of 384% Y/Y and 130% M/M.March deliveries consisted of 2,855 P7s, and 2,247 G3s.The Company achieved record quarterly ...</p>\n\n<a href=\"https://seekingalpha.com/news/3678410-xpeng-march-deliveries-rise-130-mm-to-5102-vehicles\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"XPEV":"小鹏汽车"},"source_url":"https://seekingalpha.com/news/3678410-xpeng-march-deliveries-rise-130-mm-to-5102-vehicles","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1133956187","content_text":"XPeng(NYSE:XPEV)deliversa total of 5,102 Smart EVs in March 2021, an increase of 384% Y/Y and 130% M/M.March deliveries consisted of 2,855 P7s, and 2,247 G3s.The Company achieved record quarterly deliveries of 13,340 Smart EVs in Q1 2021, +487% Y/Y.XPEV attributed the record quarterly deliveries to its growing brand recognition and product appeal, expanded product portfolio and broadening service networks across China.In March 2021, the Company reached the benchmark of delivering cumulative 50,000 Smart EVs and started deliveries of its P7 Wing edition.XPeng also launched lithium iron phosphate, or LFP, battery-powered G3 SUVs and P7 sedans in China, anticipating deliveries to begin in April and May, respectively.The company plans to unveil its third production model in Q2, with deliveries planned in Q4 2021.XPeng also completed China’s longest autonomous driving expedition in March, setting records for autonomous driving in the production vehicle category.XPEV was on this week's Seeking Alpha's Catalyst Watch as BloombergNEF was to host a webinar covering theelectric vehicle space.","news_type":1},"isVote":1,"tweetType":1,"viewCount":236,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":336575305421224,"gmtCreate":1723210172847,"gmtModify":1723210177015,"author":{"id":"3555410704651395","authorId":"3555410704651395","name":"PuntersStock","avatar":"https://static.tigerbbs.com/e16a93d22bcde690b8924233132c4563","crmLevel":9,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3555410704651395","authorIdStr":"3555410704651395"},"themes":[],"htmlText":"Share your opinion about this news…","listText":"Share your opinion about this news…","text":"Share your opinion about this news…","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/336575305421224","repostId":"2458856486","repostType":2,"repost":{"id":"2458856486","kind":"highlight","pubTimestamp":1723209911,"share":"https://ttm.financial/m/news/2458856486?lang=&edition=fundamental","pubTime":"2024-08-09 21:25","market":"us","language":"en","title":"Nvidia in Spotlight as Mizuho Ups Price Target Ahead of Earnings","url":"https://stock-news.laohu8.com/highlight/detail?id=2458856486","media":"seekingalpha","summary":"Nvidia (NASDAQ:NVDA) was in the spotlight on Friday as Mizuho Securities upped its price target on the semiconductor company ahead of its fiscal second-quarter results, slated to be released later thi","content":"<html><head></head><body><ul style=\"\"><li><p>Nvidia (NASDAQ:NVDA) was in the spotlight on Friday as Mizuho Securities upped its price target on the semiconductor company ahead of its fiscal second-quarter results, slated to be released later this month.</p></li><li><p>There is still tight capacity for Taiwan Semiconductor&#39;s (TSM) Chip-on-Wafer-on-Substrate with the continued ramp of Nvidia&#39;s H100 and H200 GPUs, analyst Vijay Rakesh said, as Nvidia continues to see strong orders for the line of accelerators. Rakesh upped his price target on Nvidia to $132 from $127.50.</p></li><li><p>However, Nvidia is now starting to pivot to the Blackwell line using NVL36/72, which uses a new architecture of Chip-on-Wafer-on-Substrate, known as CoWoS-L. This should continue to ramp into 20205, Rakesh added.</p></li><li><p>And even with the news that mass production of the Blackwell line could be delayed until early next year, demand for it hasn&#39;t changed, Rakesh added.</p></li><li><p>Lastly, Nvidia could pivot back to the B200A and 210A in the second-half of 2025 and part of 2026 due to better Chip-on-Wafer-on-Substrate supply for low-to-mid budget AI servers, Rakesh said.</p></li><li><p>Nvidia is slated to report results after the close of trading on August 28. A consensus of analysts expect the company will earn $0.64 per share on $28.54B in revenue.</p></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>Nvidia in Spotlight as Mizuho Ups Price Target Ahead of Earnings</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; 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 in Spotlight as Mizuho Ups Price Target Ahead of Earnings\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-08-09 21:25 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/news/4137968-nvidia-in-spotlight-as-mizuho-ups-price-target-ahead-of-earnings><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Nvidia (NASDAQ:NVDA) was in the spotlight on Friday as Mizuho Securities upped its price target on the semiconductor company ahead of its fiscal second-quarter results, slated to be released later ...</p>\n\n<a href=\"https://seekingalpha.com/news/4137968-nvidia-in-spotlight-as-mizuho-ups-price-target-ahead-of-earnings\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TSM":"台积电","NVDA":"英伟达"},"source_url":"https://seekingalpha.com/news/4137968-nvidia-in-spotlight-as-mizuho-ups-price-target-ahead-of-earnings","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"2458856486","content_text":"Nvidia (NASDAQ:NVDA) was in the spotlight on Friday as Mizuho Securities upped its price target on the semiconductor company ahead of its fiscal second-quarter results, slated to be released later this month.There is still tight capacity for Taiwan Semiconductor's (TSM) Chip-on-Wafer-on-Substrate with the continued ramp of Nvidia's H100 and H200 GPUs, analyst Vijay Rakesh said, as Nvidia continues to see strong orders for the line of accelerators. Rakesh upped his price target on Nvidia to $132 from $127.50.However, Nvidia is now starting to pivot to the Blackwell line using NVL36/72, which uses a new architecture of Chip-on-Wafer-on-Substrate, known as CoWoS-L. This should continue to ramp into 20205, Rakesh added.And even with the news that mass production of the Blackwell line could be delayed until early next year, demand for it hasn't changed, Rakesh added.Lastly, Nvidia could pivot back to the B200A and 210A in the second-half of 2025 and part of 2026 due to better Chip-on-Wafer-on-Substrate supply for low-to-mid budget AI servers, Rakesh said.Nvidia is slated to report results after the close of trading on August 28. A consensus of analysts expect the company will earn $0.64 per share on $28.54B in revenue.","news_type":1},"isVote":1,"tweetType":1,"viewCount":127,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9970624834,"gmtCreate":1684408841029,"gmtModify":1684408844450,"author":{"id":"3555410704651395","authorId":"3555410704651395","name":"PuntersStock","avatar":"https://static.tigerbbs.com/e16a93d22bcde690b8924233132c4563","crmLevel":9,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3555410704651395","authorIdStr":"3555410704651395"},"themes":[],"htmlText":"Why drop","listText":"Why drop","text":"Why drop","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9970624834","repostId":"2336300810","repostType":2,"repost":{"id":"2336300810","kind":"highlight","weMediaInfo":{"introduction":"Reuters.com brings you the latest news from around the world, covering breaking news in markets, business, politics, entertainment and technology","home_visible":1,"media_name":"Reuters","id":"1036604489","head_image":"https://static.tigerbbs.com/443ce19704621c837795676028cec868"},"pubTimestamp":1684408644,"share":"https://ttm.financial/m/news/2336300810?lang=&edition=fundamental","pubTime":"2023-05-18 19:17","market":"us","language":"en","title":"Grab's Soft Delivery Sales Overshadow Improving Bottomline","url":"https://stock-news.laohu8.com/highlight/detail?id=2336300810","media":"Reuters","summary":"May 18 (Reuters) - Grab Holdings Ltd said on Thursday that an early Ramadan weighed on sales at its ","content":"<html><head></head><body><p style=\"text-align: start;\">May 18 (Reuters) - Grab Holdings Ltd said on Thursday that an early Ramadan weighed on sales at its delivery business, taking the shine off an otherwise positive quarter and sending the Southeast Asian company&#39;s shares down.</p><p style=\"text-align: start;\">Total platform sales at Grab&#39;s delivery business - its biggest - fell 9% in the March quarter due to the early start of the Ramadan fasting period and the first Chinese New Year without mobility restrictions since the pandemic.</p><p>But the company&#39;s finance chief, Peter Oey, struck a positive tone for the unit in an interview, saying that he expected &#34;the second half of the year to be stronger for the delivery business.&#34;</p><p style=\"text-align: start;\">The Southeast Asian super-app operator has in the few months embarked on a cost-cutting drive, with measures including a slashing of its cloud bill and hiring freeze for some roles. It has also lowered expenditure on consumer and worker incentives.</p><p style=\"text-align: start;\">The lower incentives helped the delivery business triple its revenue to $275 million, which beat Visible Alpha consensus estimates. Total revenue more than doubled to $525 million, also above expectations of $504.3 million.</p><p>Revenue at the rideshare business - Grab&#39;s second-largest - rose 72% to $194 million in the March quarter but it missed the $195.2 million consensus estimate, according to Visible Alpha.</p><p style=\"text-align: start;\">Grab posted a smaller adjusted operating loss of $66 million in the period, compared with a year-ago loss of $287 million.</p><p style=\"text-align: start;\">It also narrowed its forecast for annual adjusted operating loss to $195 million to $235 million, from $275 million to $325 million.</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>Grab's Soft Delivery Sales Overshadow Improving Bottomline</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\">\nGrab's Soft Delivery Sales Overshadow Improving Bottomline\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1036604489\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/443ce19704621c837795676028cec868);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Reuters </p>\n<p class=\"h-time\">2023-05-18 19:17</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p style=\"text-align: start;\">May 18 (Reuters) - Grab Holdings Ltd said on Thursday that an early Ramadan weighed on sales at its delivery business, taking the shine off an otherwise positive quarter and sending the Southeast Asian company&#39;s shares down.</p><p style=\"text-align: start;\">Total platform sales at Grab&#39;s delivery business - its biggest - fell 9% in the March quarter due to the early start of the Ramadan fasting period and the first Chinese New Year without mobility restrictions since the pandemic.</p><p>But the company&#39;s finance chief, Peter Oey, struck a positive tone for the unit in an interview, saying that he expected &#34;the second half of the year to be stronger for the delivery business.&#34;</p><p style=\"text-align: start;\">The Southeast Asian super-app operator has in the few months embarked on a cost-cutting drive, with measures including a slashing of its cloud bill and hiring freeze for some roles. It has also lowered expenditure on consumer and worker incentives.</p><p style=\"text-align: start;\">The lower incentives helped the delivery business triple its revenue to $275 million, which beat Visible Alpha consensus estimates. Total revenue more than doubled to $525 million, also above expectations of $504.3 million.</p><p>Revenue at the rideshare business - Grab&#39;s second-largest - rose 72% to $194 million in the March quarter but it missed the $195.2 million consensus estimate, according to Visible Alpha.</p><p style=\"text-align: start;\">Grab posted a smaller adjusted operating loss of $66 million in the period, compared with a year-ago loss of $287 million.</p><p style=\"text-align: start;\">It also narrowed its forecast for annual adjusted operating loss to $195 million to $235 million, from $275 million to $325 million.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2336300810","content_text":"May 18 (Reuters) - Grab Holdings Ltd said on Thursday that an early Ramadan weighed on sales at its delivery business, taking the shine off an otherwise positive quarter and sending the Southeast Asian company's shares down.Total platform sales at Grab's delivery business - its biggest - fell 9% in the March quarter due to the early start of the Ramadan fasting period and the first Chinese New Year without mobility restrictions since the pandemic.But the company's finance chief, Peter Oey, struck a positive tone for the unit in an interview, saying that he expected \"the second half of the year to be stronger for the delivery business.\"The Southeast Asian super-app operator has in the few months embarked on a cost-cutting drive, with measures including a slashing of its cloud bill and hiring freeze for some roles. It has also lowered expenditure on consumer and worker incentives.The lower incentives helped the delivery business triple its revenue to $275 million, which beat Visible Alpha consensus estimates. Total revenue more than doubled to $525 million, also above expectations of $504.3 million.Revenue at the rideshare business - Grab's second-largest - rose 72% to $194 million in the March quarter but it missed the $195.2 million consensus estimate, according to Visible Alpha.Grab posted a smaller adjusted operating loss of $66 million in the period, compared with a year-ago loss of $287 million.It also narrowed its forecast for annual adjusted operating loss to $195 million to $235 million, from $275 million to $325 million.","news_type":1},"isVote":1,"tweetType":1,"viewCount":354,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":357604204,"gmtCreate":1617265291308,"gmtModify":1704697988762,"author":{"id":"3555410704651395","authorId":"3555410704651395","name":"PuntersStock","avatar":"https://static.tigerbbs.com/e16a93d22bcde690b8924233132c4563","crmLevel":9,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3555410704651395","authorIdStr":"3555410704651395"},"themes":[],"htmlText":"Is this April Fool joke?","listText":"Is this April Fool joke?","text":"Is this April Fool joke?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/357604204","repostId":"2124022412","repostType":4,"repost":{"id":"2124022412","kind":"news","pubTimestamp":1617264000,"share":"https://ttm.financial/m/news/2124022412?lang=&edition=fundamental","pubTime":"2021-04-01 16:00","market":"us","language":"en","title":"NIO Inc. Provides March and First Quarter 2021 Delivery Update","url":"https://stock-news.laohu8.com/highlight/detail?id=2124022412","media":"GlobeNewswire","summary":"NIO delivered 7,257 vehicles in March 2021, increasing by 373% year-over-year. NIO delivered 20,060 vehicles in the three months ended March 2021, increasing by 423% year-over-year. Cumulative deliveries of the ES8, ES6 and EC6 as of March 31, 2021 reached 95,701. SHANGHAI, China, April 01, 2021  -- NIO Inc.  , a pioneer in China’s premium smart electric vehicle market, today provided its March and first quarter 2021 delivery results.NIO delivered 7,257 vehicles in March 2021, a new monthly reco","content":"<ul>\n <li><b><i>NIO delivered 7,257 vehicles in March 2021, increasing by 373% year-over-year</i></b></li>\n <li><b><i>NIO delivered 20,060 vehicles in the three months ended March 2021, increasing by 423% year-over-year</i></b></li>\n <li><b><i>Cumulative deliveries of the ES8, ES6 and EC6 as of March 31, 2021 reached 95,701</i></b></li>\n</ul>\n<p>SHANGHAI, China, April 01, 2021 (GLOBE NEWSWIRE) -- NIO Inc. (“NIO” or the “Company”) (NYSE: NIO), a pioneer in China’s premium smart electric vehicle market, today provided its March and first quarter 2021 delivery results.</p>\n<p>NIO delivered 7,257 vehicles in March 2021, a new monthly record representing a strong 373% year-over-year growth. The deliveries consisted of 1,529 ES8s, the Company’s 6-seater and 7-seater flagship premium smart electric SUV, 3,152 ES6s, the Company’s 5-seater high-performance premium smart electric SUV, and 2,576 EC6s, the Company’s 5-seater premium smart electric coupe SUV. NIO delivered 20,060 vehicles in the first quarter of 2021, a new quarterly record representing an increase of 423% year-over-year. As of March 31, 2021, cumulative deliveries of the ES8, ES6 and EC6 reached 95,701 vehicles.</p>\n<p>About NIO Inc.</p>\n<p>NIO Inc. is a pioneer in China’s premium smart electric vehicle market. Founded in November 2014, NIO’s mission is to shape a joyful lifestyle. NIO aims to build a community starting with smart electric vehicles to share joy and grow together with users. NIO designs, jointly manufactures, and sells smart premium electric vehicles, driving innovations in next-generation technologies in connectivity, autonomous driving, and artificial intelligence. Redefining the user experience, NIO provides users with comprehensive and convenient power solutions, the Battery as a Service (BaaS), NIO Pilot and NIO Autonomous Driving (NAD), Autonomous Driving as a Service (ADaaS) and other user-centric services. NIO began deliveries of the ES8, a 7-seater flagship premium electric SUV, in China in June 2018, and its variant, the 6-seater ES8, in March 2019. NIO officially launched the ES6, a 5-seater high-performance premium electric SUV, in December 2018 and began deliveries of the ES6 in June 2019. NIO officially launched the EC6, a 5-seater premium electric coupe SUV, in December 2019 and began deliveries of the EC6 in September 2020. On January 9, 2021, NIO ET7, the smart electric flagship sedan and NIO’s first autonomous driving model, was officially launched.</p>","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>NIO Inc. Provides March and First Quarter 2021 Delivery Update</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\">\nNIO Inc. Provides March and First Quarter 2021 Delivery Update\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-04-01 16:00 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://finance.yahoo.com/news/nio-inc-provides-march-first-080000499.html><strong>GlobeNewswire</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>NIO delivered 7,257 vehicles in March 2021, increasing by 373% year-over-year\nNIO delivered 20,060 vehicles in the three months ended March 2021, increasing by 423% year-over-year\nCumulative ...</p>\n\n<a href=\"https://finance.yahoo.com/news/nio-inc-provides-march-first-080000499.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TERN":"Terns Pharmaceuticals, Inc.","CRCT":"Cricut, Inc.","NIO":"蔚来"},"source_url":"https://finance.yahoo.com/news/nio-inc-provides-march-first-080000499.html","is_english":true,"share_image_url":"https://static.laohu8.com/5f26f4a48f9cb3e29be4d71d3ba8c038","article_id":"2124022412","content_text":"NIO delivered 7,257 vehicles in March 2021, increasing by 373% year-over-year\nNIO delivered 20,060 vehicles in the three months ended March 2021, increasing by 423% year-over-year\nCumulative deliveries of the ES8, ES6 and EC6 as of March 31, 2021 reached 95,701\n\nSHANGHAI, China, April 01, 2021 (GLOBE NEWSWIRE) -- NIO Inc. (“NIO” or the “Company”) (NYSE: NIO), a pioneer in China’s premium smart electric vehicle market, today provided its March and first quarter 2021 delivery results.\nNIO delivered 7,257 vehicles in March 2021, a new monthly record representing a strong 373% year-over-year growth. The deliveries consisted of 1,529 ES8s, the Company’s 6-seater and 7-seater flagship premium smart electric SUV, 3,152 ES6s, the Company’s 5-seater high-performance premium smart electric SUV, and 2,576 EC6s, the Company’s 5-seater premium smart electric coupe SUV. NIO delivered 20,060 vehicles in the first quarter of 2021, a new quarterly record representing an increase of 423% year-over-year. As of March 31, 2021, cumulative deliveries of the ES8, ES6 and EC6 reached 95,701 vehicles.\nAbout NIO Inc.\nNIO Inc. is a pioneer in China’s premium smart electric vehicle market. Founded in November 2014, NIO’s mission is to shape a joyful lifestyle. NIO aims to build a community starting with smart electric vehicles to share joy and grow together with users. NIO designs, jointly manufactures, and sells smart premium electric vehicles, driving innovations in next-generation technologies in connectivity, autonomous driving, and artificial intelligence. Redefining the user experience, NIO provides users with comprehensive and convenient power solutions, the Battery as a Service (BaaS), NIO Pilot and NIO Autonomous Driving (NAD), Autonomous Driving as a Service (ADaaS) and other user-centric services. NIO began deliveries of the ES8, a 7-seater flagship premium electric SUV, in China in June 2018, and its variant, the 6-seater ES8, in March 2019. NIO officially launched the ES6, a 5-seater high-performance premium electric SUV, in December 2018 and began deliveries of the ES6 in June 2019. NIO officially launched the EC6, a 5-seater premium electric coupe SUV, in December 2019 and began deliveries of the EC6 in September 2020. On January 9, 2021, NIO ET7, the smart electric flagship sedan and NIO’s first autonomous driving model, was officially launched.","news_type":1},"isVote":1,"tweetType":1,"viewCount":333,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":347297456,"gmtCreate":1618495996875,"gmtModify":1704711782535,"author":{"id":"3555410704651395","authorId":"3555410704651395","name":"PuntersStock","avatar":"https://static.tigerbbs.com/e16a93d22bcde690b8924233132c4563","crmLevel":9,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3555410704651395","authorIdStr":"3555410704651395"},"themes":[],"htmlText":"Lousy Info.","listText":"Lousy Info.","text":"Lousy Info.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/347297456","repostId":"1156256429","repostType":4,"repost":{"id":"1156256429","kind":"news","weMediaInfo":{"introduction":"Providing stock market headlines, business news, financials and earnings ","home_visible":1,"media_name":"Tiger Newspress","id":"1079075236","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1618495767,"share":"https://ttm.financial/m/news/1156256429?lang=&edition=fundamental","pubTime":"2021-04-15 22:09","market":"us","language":"en","title":"Chinese electric vehicle stocks  fell sharply","url":"https://stock-news.laohu8.com/highlight/detail?id=1156256429","media":"Tiger Newspress","summary":" Chinese electric vehicle stocks fell sharply. Xpeng Motors fell about 6%, NIO fell about 5%, Li fell more than 7%.Days ago, Zacks.com announces the list of stocks featured in the Analyst Blog. Every day the Zacks Equity Research analysts discuss the latest news and events impacting stocks and the financial markets. Stocks recently featured in the blog include: BYD Company Limited BYDDY, NIO Inc. NIO, Li Auto Inc. LI and XPeng Inc. XPEV.Here are highlights from Monday’s Analyst Blog:Chinese Auto","content":"<p>(April 15)&nbsp;Chinese&nbsp;electric vehicle stocks fell sharply.&nbsp;Xpeng Motors&nbsp;fell&nbsp;about&nbsp;6%,&nbsp;NIO&nbsp;fell&nbsp;about&nbsp;5%,&nbsp;Li&nbsp;fell&nbsp;more&nbsp;than&nbsp;7%.</p><p><img src=\"https://static.tigerbbs.com/dbaf16ea0d1c0365c2cd923a7641e5c1\" tg-width=\"313\" tg-height=\"165\" referrerpolicy=\"no-referrer\">Days&nbsp;ago,&nbsp;Zacks.com announces the list of stocks featured in the Analyst Blog. Every day the Zacks Equity Research analysts discuss the latest news and events impacting stocks and the financial markets. Stocks recently featured in the blog include: BYD Company Limited BYDDY, NIO Inc. NIO, Li Auto Inc. LI and XPeng Inc. XPEV.</p><p>Here are highlights from Monday’s Analyst Blog:<i>Chinese Auto Sales on Fast Track - Will It Hit a Speed Bump?</i></p><p>Vehicle sales in China for the month of March soared for the 12th straight month to 2.53 million units, per the China Association of Automobile Manufacturers (“CAAM”). Sales spiked 75% from the corresponding period of 2020, when the country’s vehicle demand was badly hit by coronavirus woes.</p><p>Digging Into Sales Numbers</p><p>For the first quarter of 2021, sales surged 76% year over year to top 6.48 million units. The massive jump was due to lower severity of COVID-19 impacts, which crimped showroom traffic in the comparable year-ago quarter.</p><p>In fact, automakers in China suffered their bleakest ever quarter in the January-March 2020 period. However, thanks to supportive government policies, gradual reopening of economic activities and pent-up vehicle demand, China is now at the forefront of global auto market recovery.</p><p>Deliveries of new light vehicles including sport utility vehicles, sedans and multi-purpose vehicles grew 77% to exceed 1.87 million units in March 2021. Deliveries of commercial vehicles including pickups and buses rose 68% year over year to 651,000 units. Electric vehicle sales jumped a whopping 240% year over year to 226,000 units.</p><p>New light vehicle deliveries in first-quarter 2021 climbed 75% from the comparable year-ago period to 5.08 million units. Sales of commercial vehicles and EVs spiked 77% and 280% to 1.41 million units and 515,000 units, respectively, on a year-over-year basis.</p><p>China EV Market on Fire, Competition Revs Up</p><p>Demand for new energy vehicles (NEVs) has been on the rise amid climate change concerns and favorable government policies. Importantly, the country projects electric vehicles (EVs) to account for 25% of new car sales by 2025.</p><p>Last April, the government of China announced plans to extend subsidies and tax breaks for NEVs such as electric or plug-in hybrid cars for another two years to spur sales. Buoyed by favorable government policies and improving consumer confidence and economy, China — world’s largest EV market — is seeing solid sales of zero-emission vehicles.</p><p>China-based EV makers including<b>BYD Co</b>,<b>NIO</b>,<b>Li Auto</b>and<b>XPeng</b>registered strong EV sales last month. Warren Buffett-backed BYD sold 24,218 EVs in March, representing a year-over-year jump of 97.6%.</p><p>NIO — which currently carries a Zacks Rank #3 (Hold) — delivered 7,257 EVs last month, skyrocketing 373% year over year. EV makers Li Auto and XPeng delivered 4,900 and 5,102 vehicles, up a whopping 238.6% and 384%, respectively, on a year-over-year basis. You can see<b>the complete list of today’s Zacks #1 Rank (Strong Buy) stocks here</b>.</p><p>Foreign carmakers including<b>Tesla</b>,<b>GM</b>and<b>Ford</b>are also registering strong sales and actively ramping up operations in the country. Per China Passenger Car Association, EV behemoth Tesla sold 35,478 China-made cars last month. The company commands a huge market share in the EV market of China, thanks to robust production from the Shanghai Gigafactory.</p><p>Overall vehicle sales by Ford and General Motors in China witnessed a year-over-year rally of 73% and 69%, respectively, for first-quarter 2021. General Motors is speeding up the development of advanced technologies in China to enable an all-electric future.</p><p>The company’s next-generation EVs (across all brands) in China will be powered by Ultium Drive. It should be noted that the Cadillac LYRIQ SUV would be the first Ultium-powered vehicle to be rolled out in China at Auto Shanghai 2021 later this month.</p><p>Importantly, Sales of Hong Guang mini-EV — under General Motors’ Wuling brand — exceeded 72,000 units in first-quarter 2021, retaining its position as the best-selling green vehicle in the country. Meanwhile, Ford is set to manufacture its electric Mustang Mach-E in China with its joint venture Changan Ford.</p><p>Amid soaring demand, competition is heating up in the China EV market. Even with the subsidies ending in 2022, the e-mobility battle in China is getting fiercer by the day with new upstarts, legacy automakers and tech titans foraying into the space.</p><p>A few days back, China’s leading smartphone maker Xiaomi announced that it is set to invest $10 billion in the development of EVs over the next 10 years. The company intends to establish a wholly-owned subsidiary with an initial investment of around $1.5 billion.</p><p>Ride-hailing platform Didi Chuxing has also launched an EV unit and collaborated with BYD to develop EVs designed for its services. Telecom equipment giant Huawei Technology also aims to launch electric cars under its brand and may roll out a couple of models this year. Search engine behemoth Baidu also announced plans to launch an electric car business in January.</p><p>Chip Deficit to Play Spoilsport</p><p>While China’s vehicle sales have rebounded quite strongly, will the recovery sustain amid the global chip crunch? Well, CAAM has already warned that the chip shortage is set to adversely impact auto production in the nation in second-quarter 2021. The agency does not expect the shortfall to ease until the fourth quarter of this year.</p><p>Although China is the largest auto market, it depends heavily on chip imports and is the largest buyer of semiconductors. Amid the chip shortfall, carmakers are scrambling to procure semiconductors, which are forcing them to undergo production cuts and idle factories. NIO shuttered operations for five days beginning Mar 29 due to microchip shortfall. Volvo Cars, owned by Geely Holdings, also halted production last month. In the absence of a quick solution to this chip problem, auto industry recovery in China may soon be losing steam.</p><p>These Stocks Are Poised to Soar Past the Pandemic</p><p>The COVID-19 outbreak has shifted consumer behavior dramatically, and a handful of high-tech companies have stepped up to keep America running. Right now, investors in these companies have a shot at serious profits. For example, Zoom jumped 108.5% in less than 4 months while most other stocks were sinking.</p><p>Our research shows that 5 cutting-edge stocks could skyrocket from the exponential increase in demand for “stay at home” technologies. This could be one of the biggest buying opportunities of this decade, especially for those who get in early.</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 electric vehicle stocks  fell sharply</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 electric vehicle stocks  fell sharply\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\">2021-04-15 22:09</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>(April 15)&nbsp;Chinese&nbsp;electric vehicle stocks fell sharply.&nbsp;Xpeng Motors&nbsp;fell&nbsp;about&nbsp;6%,&nbsp;NIO&nbsp;fell&nbsp;about&nbsp;5%,&nbsp;Li&nbsp;fell&nbsp;more&nbsp;than&nbsp;7%.</p><p><img src=\"https://static.tigerbbs.com/dbaf16ea0d1c0365c2cd923a7641e5c1\" tg-width=\"313\" tg-height=\"165\" referrerpolicy=\"no-referrer\">Days&nbsp;ago,&nbsp;Zacks.com announces the list of stocks featured in the Analyst Blog. Every day the Zacks Equity Research analysts discuss the latest news and events impacting stocks and the financial markets. Stocks recently featured in the blog include: BYD Company Limited BYDDY, NIO Inc. NIO, Li Auto Inc. LI and XPeng Inc. XPEV.</p><p>Here are highlights from Monday’s Analyst Blog:<i>Chinese Auto Sales on Fast Track - Will It Hit a Speed Bump?</i></p><p>Vehicle sales in China for the month of March soared for the 12th straight month to 2.53 million units, per the China Association of Automobile Manufacturers (“CAAM”). Sales spiked 75% from the corresponding period of 2020, when the country’s vehicle demand was badly hit by coronavirus woes.</p><p>Digging Into Sales Numbers</p><p>For the first quarter of 2021, sales surged 76% year over year to top 6.48 million units. The massive jump was due to lower severity of COVID-19 impacts, which crimped showroom traffic in the comparable year-ago quarter.</p><p>In fact, automakers in China suffered their bleakest ever quarter in the January-March 2020 period. However, thanks to supportive government policies, gradual reopening of economic activities and pent-up vehicle demand, China is now at the forefront of global auto market recovery.</p><p>Deliveries of new light vehicles including sport utility vehicles, sedans and multi-purpose vehicles grew 77% to exceed 1.87 million units in March 2021. Deliveries of commercial vehicles including pickups and buses rose 68% year over year to 651,000 units. Electric vehicle sales jumped a whopping 240% year over year to 226,000 units.</p><p>New light vehicle deliveries in first-quarter 2021 climbed 75% from the comparable year-ago period to 5.08 million units. Sales of commercial vehicles and EVs spiked 77% and 280% to 1.41 million units and 515,000 units, respectively, on a year-over-year basis.</p><p>China EV Market on Fire, Competition Revs Up</p><p>Demand for new energy vehicles (NEVs) has been on the rise amid climate change concerns and favorable government policies. Importantly, the country projects electric vehicles (EVs) to account for 25% of new car sales by 2025.</p><p>Last April, the government of China announced plans to extend subsidies and tax breaks for NEVs such as electric or plug-in hybrid cars for another two years to spur sales. Buoyed by favorable government policies and improving consumer confidence and economy, China — world’s largest EV market — is seeing solid sales of zero-emission vehicles.</p><p>China-based EV makers including<b>BYD Co</b>,<b>NIO</b>,<b>Li Auto</b>and<b>XPeng</b>registered strong EV sales last month. Warren Buffett-backed BYD sold 24,218 EVs in March, representing a year-over-year jump of 97.6%.</p><p>NIO — which currently carries a Zacks Rank #3 (Hold) — delivered 7,257 EVs last month, skyrocketing 373% year over year. EV makers Li Auto and XPeng delivered 4,900 and 5,102 vehicles, up a whopping 238.6% and 384%, respectively, on a year-over-year basis. You can see<b>the complete list of today’s Zacks #1 Rank (Strong Buy) stocks here</b>.</p><p>Foreign carmakers including<b>Tesla</b>,<b>GM</b>and<b>Ford</b>are also registering strong sales and actively ramping up operations in the country. Per China Passenger Car Association, EV behemoth Tesla sold 35,478 China-made cars last month. The company commands a huge market share in the EV market of China, thanks to robust production from the Shanghai Gigafactory.</p><p>Overall vehicle sales by Ford and General Motors in China witnessed a year-over-year rally of 73% and 69%, respectively, for first-quarter 2021. General Motors is speeding up the development of advanced technologies in China to enable an all-electric future.</p><p>The company’s next-generation EVs (across all brands) in China will be powered by Ultium Drive. It should be noted that the Cadillac LYRIQ SUV would be the first Ultium-powered vehicle to be rolled out in China at Auto Shanghai 2021 later this month.</p><p>Importantly, Sales of Hong Guang mini-EV — under General Motors’ Wuling brand — exceeded 72,000 units in first-quarter 2021, retaining its position as the best-selling green vehicle in the country. Meanwhile, Ford is set to manufacture its electric Mustang Mach-E in China with its joint venture Changan Ford.</p><p>Amid soaring demand, competition is heating up in the China EV market. Even with the subsidies ending in 2022, the e-mobility battle in China is getting fiercer by the day with new upstarts, legacy automakers and tech titans foraying into the space.</p><p>A few days back, China’s leading smartphone maker Xiaomi announced that it is set to invest $10 billion in the development of EVs over the next 10 years. The company intends to establish a wholly-owned subsidiary with an initial investment of around $1.5 billion.</p><p>Ride-hailing platform Didi Chuxing has also launched an EV unit and collaborated with BYD to develop EVs designed for its services. Telecom equipment giant Huawei Technology also aims to launch electric cars under its brand and may roll out a couple of models this year. Search engine behemoth Baidu also announced plans to launch an electric car business in January.</p><p>Chip Deficit to Play Spoilsport</p><p>While China’s vehicle sales have rebounded quite strongly, will the recovery sustain amid the global chip crunch? Well, CAAM has already warned that the chip shortage is set to adversely impact auto production in the nation in second-quarter 2021. The agency does not expect the shortfall to ease until the fourth quarter of this year.</p><p>Although China is the largest auto market, it depends heavily on chip imports and is the largest buyer of semiconductors. Amid the chip shortfall, carmakers are scrambling to procure semiconductors, which are forcing them to undergo production cuts and idle factories. NIO shuttered operations for five days beginning Mar 29 due to microchip shortfall. Volvo Cars, owned by Geely Holdings, also halted production last month. In the absence of a quick solution to this chip problem, auto industry recovery in China may soon be losing steam.</p><p>These Stocks Are Poised to Soar Past the Pandemic</p><p>The COVID-19 outbreak has shifted consumer behavior dramatically, and a handful of high-tech companies have stepped up to keep America running. Right now, investors in these companies have a shot at serious profits. For example, Zoom jumped 108.5% in less than 4 months while most other stocks were sinking.</p><p>Our research shows that 5 cutting-edge stocks could skyrocket from the exponential increase in demand for “stay at home” technologies. This could be one of the biggest buying opportunities of this decade, especially for those who get in early.</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NIO":"蔚来","LI":"理想汽车","XPEV":"小鹏汽车"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1156256429","content_text":"(April 15) Chinese electric vehicle stocks fell sharply. Xpeng Motors fell about 6%, NIO fell about 5%, Li fell more than 7%.Days ago, Zacks.com announces the list of stocks featured in the Analyst Blog. Every day the Zacks Equity Research analysts discuss the latest news and events impacting stocks and the financial markets. Stocks recently featured in the blog include: BYD Company Limited BYDDY, NIO Inc. NIO, Li Auto Inc. LI and XPeng Inc. XPEV.Here are highlights from Monday’s Analyst Blog:Chinese Auto Sales on Fast Track - Will It Hit a Speed Bump?Vehicle sales in China for the month of March soared for the 12th straight month to 2.53 million units, per the China Association of Automobile Manufacturers (“CAAM”). Sales spiked 75% from the corresponding period of 2020, when the country’s vehicle demand was badly hit by coronavirus woes.Digging Into Sales NumbersFor the first quarter of 2021, sales surged 76% year over year to top 6.48 million units. The massive jump was due to lower severity of COVID-19 impacts, which crimped showroom traffic in the comparable year-ago quarter.In fact, automakers in China suffered their bleakest ever quarter in the January-March 2020 period. However, thanks to supportive government policies, gradual reopening of economic activities and pent-up vehicle demand, China is now at the forefront of global auto market recovery.Deliveries of new light vehicles including sport utility vehicles, sedans and multi-purpose vehicles grew 77% to exceed 1.87 million units in March 2021. Deliveries of commercial vehicles including pickups and buses rose 68% year over year to 651,000 units. Electric vehicle sales jumped a whopping 240% year over year to 226,000 units.New light vehicle deliveries in first-quarter 2021 climbed 75% from the comparable year-ago period to 5.08 million units. Sales of commercial vehicles and EVs spiked 77% and 280% to 1.41 million units and 515,000 units, respectively, on a year-over-year basis.China EV Market on Fire, Competition Revs UpDemand for new energy vehicles (NEVs) has been on the rise amid climate change concerns and favorable government policies. Importantly, the country projects electric vehicles (EVs) to account for 25% of new car sales by 2025.Last April, the government of China announced plans to extend subsidies and tax breaks for NEVs such as electric or plug-in hybrid cars for another two years to spur sales. Buoyed by favorable government policies and improving consumer confidence and economy, China — world’s largest EV market — is seeing solid sales of zero-emission vehicles.China-based EV makers includingBYD Co,NIO,Li AutoandXPengregistered strong EV sales last month. Warren Buffett-backed BYD sold 24,218 EVs in March, representing a year-over-year jump of 97.6%.NIO — which currently carries a Zacks Rank #3 (Hold) — delivered 7,257 EVs last month, skyrocketing 373% year over year. EV makers Li Auto and XPeng delivered 4,900 and 5,102 vehicles, up a whopping 238.6% and 384%, respectively, on a year-over-year basis. You can seethe complete list of today’s Zacks #1 Rank (Strong Buy) stocks here.Foreign carmakers includingTesla,GMandFordare also registering strong sales and actively ramping up operations in the country. Per China Passenger Car Association, EV behemoth Tesla sold 35,478 China-made cars last month. The company commands a huge market share in the EV market of China, thanks to robust production from the Shanghai Gigafactory.Overall vehicle sales by Ford and General Motors in China witnessed a year-over-year rally of 73% and 69%, respectively, for first-quarter 2021. General Motors is speeding up the development of advanced technologies in China to enable an all-electric future.The company’s next-generation EVs (across all brands) in China will be powered by Ultium Drive. It should be noted that the Cadillac LYRIQ SUV would be the first Ultium-powered vehicle to be rolled out in China at Auto Shanghai 2021 later this month.Importantly, Sales of Hong Guang mini-EV — under General Motors’ Wuling brand — exceeded 72,000 units in first-quarter 2021, retaining its position as the best-selling green vehicle in the country. Meanwhile, Ford is set to manufacture its electric Mustang Mach-E in China with its joint venture Changan Ford.Amid soaring demand, competition is heating up in the China EV market. Even with the subsidies ending in 2022, the e-mobility battle in China is getting fiercer by the day with new upstarts, legacy automakers and tech titans foraying into the space.A few days back, China’s leading smartphone maker Xiaomi announced that it is set to invest $10 billion in the development of EVs over the next 10 years. The company intends to establish a wholly-owned subsidiary with an initial investment of around $1.5 billion.Ride-hailing platform Didi Chuxing has also launched an EV unit and collaborated with BYD to develop EVs designed for its services. Telecom equipment giant Huawei Technology also aims to launch electric cars under its brand and may roll out a couple of models this year. Search engine behemoth Baidu also announced plans to launch an electric car business in January.Chip Deficit to Play SpoilsportWhile China’s vehicle sales have rebounded quite strongly, will the recovery sustain amid the global chip crunch? Well, CAAM has already warned that the chip shortage is set to adversely impact auto production in the nation in second-quarter 2021. The agency does not expect the shortfall to ease until the fourth quarter of this year.Although China is the largest auto market, it depends heavily on chip imports and is the largest buyer of semiconductors. Amid the chip shortfall, carmakers are scrambling to procure semiconductors, which are forcing them to undergo production cuts and idle factories. NIO shuttered operations for five days beginning Mar 29 due to microchip shortfall. Volvo Cars, owned by Geely Holdings, also halted production last month. In the absence of a quick solution to this chip problem, auto industry recovery in China may soon be losing steam.These Stocks Are Poised to Soar Past the PandemicThe COVID-19 outbreak has shifted consumer behavior dramatically, and a handful of high-tech companies have stepped up to keep America running. Right now, investors in these companies have a shot at serious profits. For example, Zoom jumped 108.5% in less than 4 months while most other stocks were sinking.Our research shows that 5 cutting-edge stocks could skyrocket from the exponential increase in demand for “stay at home” technologies. This could be one of the biggest buying opportunities of this decade, especially for those who get in early.","news_type":1},"isVote":1,"tweetType":1,"viewCount":293,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":318869422366736,"gmtCreate":1718862528697,"gmtModify":1718862532884,"author":{"id":"3555410704651395","authorId":"3555410704651395","name":"PuntersStock","avatar":"https://static.tigerbbs.com/e16a93d22bcde690b8924233132c4563","crmLevel":9,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3555410704651395","authorIdStr":"3555410704651395"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/STI.SI\">$(STI.SI)$&nbsp;</a><v-v data-views=\"1\"></v-v> Finally, STI is going to breakout from this long range bound","listText":"<a href=\"https://ttm.financial/S/STI.SI\">$(STI.SI)$&nbsp;</a><v-v data-views=\"1\"></v-v> Finally, STI is going to breakout from this long range bound","text":"$(STI.SI)$ Finally, STI is going to breakout from this long range bound","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/318869422366736","isVote":1,"tweetType":1,"viewCount":126,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":304260422693072,"gmtCreate":1715303874096,"gmtModify":1715303877419,"author":{"id":"3555410704651395","authorId":"3555410704651395","name":"PuntersStock","avatar":"https://static.tigerbbs.com/e16a93d22bcde690b8924233132c4563","crmLevel":9,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3555410704651395","authorIdStr":"3555410704651395"},"themes":[],"htmlText":"‌<a href=\"\">[微笑]&nbsp;</a>‌","listText":"‌<a href=\"\">[微笑]&nbsp;</a>‌","text":"‌[微笑] ‌","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/304260422693072","repostId":"2430745610","repostType":2,"repost":{"id":"2430745610","kind":"highlight","pubTimestamp":1714227293,"share":"https://ttm.financial/m/news/2430745610?lang=&edition=fundamental","pubTime":"2024-04-27 22:14","market":"sh","language":"en","title":"Carrier: Not Too Hot Yet","url":"https://stock-news.laohu8.com/highlight/detail?id=2430745610","media":"seekingalpha","summary":"Carrier Global Corp. is on track to complete its transformation into a pure-play HVAC company this year, selling off non-core businesses.Despite short-term headwinds in some residential markets, secul","content":"<html><body><ul><li>Carrier Global Corp. is on track to complete its transformation into a pure-play HVAC company this year, selling off non-core businesses.</li><li>Despite short-term headwinds in some residential markets, secular growth opportunities exist in electrification, data center cooling, and aftermarket service.</li><li>Carrier is still valued below HVAC-focused companies like Lennox and Trane, so the shares appear to have upside despite trading near all-time highs.</li></ul><p><figure><picture> <img fetchpriority=\"high\" height=\"896px\" sizes=\"(max-width: 768px) calc(100vw - 36px), (max-width: 1024px) calc(100vw - 132px), (max-width: 1200px) calc(66.6vw - 72px), 600px\" src=\"https://static.seekingalpha.com/cdn/s3/uploads/getty_images/1718507948/image_1718507948.jpg?io=getty-c-w750\" srcset=\"https://static.seekingalpha.com/cdn/s3/uploads/getty_images/1718507948/image_1718507948.jpg?io=getty-c-w1536 1536w, https://static.seekingalpha.com/cdn/s3/uploads/getty_images/1718507948/image_1718507948.jpg?io=getty-c-w1280 1280w, https://static.seekingalpha.com/cdn/s3/uploads/getty_images/1718507948/image_1718507948.jpg?io=getty-c-w1080 1080w, https://static.seekingalpha.com/cdn/s3/uploads/getty_images/1718507948/image_1718507948.jpg?io=getty-c-w750 750w, https://static.seekingalpha.com/cdn/s3/uploads/getty_images/1718507948/image_1718507948.jpg?io=getty-c-w640 640w, https://static.seekingalpha.com/cdn/s3/uploads/getty_images/1718507948/image_1718507948.jpg?io=getty-c-w480 480w, https://static.seekingalpha.com/cdn/s3/uploads/getty_images/1718507948/image_1718507948.jpg?io=getty-c-w320 320w, https://static.seekingalpha.com/cdn/s3/uploads/getty_images/1718507948/image_1718507948.jpg?io=getty-c-w240 240w\" width=\"1536px\"/> </picture><figcaption> <p>vchal/iStock via Getty Images</p></figcaption></figure></p> <h2>Transformation Is Underway</h2> <p>The last time I wrote about Carrier Global Corp. (NYSE:<span>NYSE:CARR</span>) in December 2023, the company's plans to transform into a pure-play HVAC company were in place, but the exact timing and<span> details were a bit uncertain. Since then, the company closed its purchase of German premium heat pump and home solar generation system manufacturer Viessman Climate Solutions. Also, sales were announced for businesses in </span>Security<span>, </span>Commercial Refrigeration<span>, and </span>Industrial Fire<span>. These sales are expected to close just after mid-year. The only piece left to sell is Residential and Commercial Fire, and Carrier expects to start marketing the business in the next few weeks for a sale by the end of the year.</span></p> <p><figure contenteditable=\"false\"><span><img contenteditable=\"false\" height=\"358\" loading=\"lazy\" src=\"https://static.seekingalpha.com/uploads/2024/4/25/21205541-17140675236383643.png\" width=\"640\"/></span><figcaption><p><span>Carrier</span></p></figcaption></figure></p> <p>The intent of this reshuffle is to offload some healthy but slow-growing businesses and focus on HVAC, with its secular<span> growth trends in electrification, indoor air quality, and data center cooling. Carrier should therefore receive a richer valuation like other pure-play HVAC companies. While Carrier stock is now trading close to an all-time high, it still underperformed relative to its domestic peers since my last article. Japanese firm Daikin (</span>OTCPK:DKILY<span>) (</span>OTCPK:DKILF<span>) did even worse, although it has </span>headwinds<span> from weaker yen results when translated into dollars and weak Asian business environment and market share loss.</span></p> <p><figure><img height=\"366\" loading=\"lazy\" src=\"https://static.seekingalpha.com/uploads/2024/4/25/saupload_35ed29c921f2f5ee7aa981e8acbc5a6f.png\" width=\"635\"/><figcaption>Data by YCharts</figcaption></figure></p> <p>Viessmann is underperforming this year compared to initial expectations, but this was due to some temporary uncertainty around government incentives for heat pumps, as well as lower demand for solar installations. With more clarity on the subsidies in Europe, business should pick up in the second half of the year. The residential market has been weak worldwide, but North America looks ready to turn up again. Commercial HVAC is another source of strength. Looking forward, Carrier has an opportunity to globally apply the best technologies and operations from the several regional HVAC businesses it has acquired - Toshiba, Giwee, and Viessmann. This will create cost synergies and margin expansion as well as revenue synergies by selling the best products outside of their original regions. Carrier still looks cheaper than its pure-play HVAC peers and remains a Buy even near all-time highs.</p> <h2>Viessmann And Other Residential HVAC</h2> <p>Viessmann's first year as a part of Carrier is off to a tough start. Sales in Q1 were down 12%, although more than half of this decline was in the lower-margin solar panel business. As I mentioned in December, suspension of some environmental subsidies in Germany caused consumers to step back from heat pump purchases this year. Germany has since updated their program, along with many other European countries. As discussed on the earnings call, Viessmann is also rolling out larger units than what they have historically sold, which will enable them to sell into small multifamily residential buildings. This would be a new market for Viessmann. Carrier is on track to deliver $75 million of cost synergies with Viessmann this year, on the way to $200 million in 2026. </p> <p>North American residential HVAC sales were down mid-single digits, with a slowdown in the housing market. This appears to be turning, as Carrier is seeing new orders up slightly this year. Some of this is due to the desire of distributors to buy units that use R-410A refrigerant before it is phased out and the more expensive R-454B refrigerant is required. </p> <h2>Commercial HVAC</h2> <p>Commercial HVAC has been a strong point for Carrier, with double digit growth. Schools and health care continue to pursue upgrades with the need to improve indoor air quality. Data Centers were another market vertical mentioned by Carrier in the presentation. They see the addressable market for HVAC in data centers more than doubling in the next 4 years. Finally, aftermarket business remains a focus for Carrier. Nearly half the chillers sold are under a long-term maintenance agreement, and a majority of these are digitally connected, using apps to allow for remote monitoring and control. </p> <h2>Financial Update</h2> <p>At first glance, Carrier's guidance update looked concerning, but nearly all of the changes are due to an earlier sale of the Industrial Fire business. Sales have been revised lower by $500 million to $26 billion. This is partially due to lower sales at Viessmann and the rest is due to the Industrial Fire divestment. The good news is that Carrier is able to control costs, resulting in the margin forecast moving to the top of its previous range. This leaves the EPS estimate unchanged. Free cash flow this year, already low at $700 million, was revised down to $400 million, but this was due to additional taxes on the gain from the Industrial Fire divestment being paid this year.</p> <p><figure contenteditable=\"false\"><span><img contenteditable=\"false\" height=\"360\" loading=\"lazy\" src=\"https://static.seekingalpha.com/uploads/2024/4/25/21205541-17140733409319563.png\" width=\"640\"/></span><figcaption><p><span>Carrier</span></p></figcaption></figure></p> <p>Carrier currently has a high level of debt following the Viessmann acquisition, but the company now has a clear path to pay down most of this with divestment proceeds. Management stated that they now expect to reach net debt/EBITDA leverage of 2 by the end of 2024, which would enable the company to resume share buybacks. Carrier would like to at least buy back the shares issued in the Viessmann deal. </p> <p>To verify this, I translated the $2.85 EPS guidance into EBITDA, and I get $5.1 billion based on the following calculation:</p> <p><figure contenteditable=\"false\"><span><img contenteditable=\"false\" height=\"278\" loading=\"lazy\" src=\"https://static.seekingalpha.com/uploads/2024/4/25/21205541-17140738660359623.png\" width=\"640\"/></span><figcaption><p><span>Author Spreadsheet</span></p></figcaption></figure></p> <p>Carrier ended Q1 with $15.6 billion of net debt. They expect to receive $7.2 billion of divestment proceeds this year, or $5.5 billion after tax. Free cash flow minus dividends for the rest of the year comes out to a small cash draw. Putting all this together, I project net debt of $10.1 billion at the end of 2024.</p> <p><figure contenteditable=\"false\"><picture> <img contenteditable=\"false\" height=\"262\" loading=\"lazy\" src=\"https://static.seekingalpha.com/uploads/2024/4/25/21205541-17140740964129379.png\" width=\"421\"/> </picture><figcaption><p><span>Author Spreadsheet</span></p></figcaption></figure></p> <p>As we see from the calculation, ND/EBITDA comes out just under 2 at the end of the year. With the desire to pay down debt this year and start buying back stock from the Viessmann deal next year, I would not expect much in the way of dividend increases until 2026. The company continues to believe underlying free cash flow, after all the M&amp;A noise, to be around $2.4 billion. Buying back the stock issued in the Viessmann acquisition would cost around $3.5 billion, so after accounting for dividends at their current levels, it should take about 2 years to complete the buybacks. After that, the company will have the capability to increase dividends above the current yield around 1.3%.</p> <h2>Valuation</h2> <p>On a trailing EV/EBITDA basis, Carrier is valued similarly to Lennox (LII), but both are cheaper than Trane (TT). These are both pure HVAC companies, as Carrier will be after its transformation. Johnson Controls (JCI) is valued more cheaply, but it also contains many of the lower-growth businesses similar to the ones Carrier is selling. Daikin has the typical lower valuation of most Japanese companies but also operates in markets that are currently lower-growth.</p> <p><figure contenteditable=\"false\"><span><img contenteditable=\"false\" loading=\"lazy\" src=\"https://static.seekingalpha.com/uploads/2024/4/25/21205541-17140750919128888.png\"/></span><figcaption><p><span>Seeking Alpha</span></p></figcaption></figure></p> <p>Using forward EBITDA estimates, the company looks even cheaper. Here are the forward EV/EBITDA multiples and EBITDA growth estimates from the Seeking Alpha peer comparison page.</p> <p><figure contenteditable=\"false\"><picture> <span><img contenteditable=\"false\" height=\"59\" loading=\"lazy\" src=\"https://static.seekingalpha.com/uploads/2024/4/26/21205541-17141691181093352.png\" width=\"640\"/></span> </picture><figcaption><p><span>Author Spreadsheet</span></p></figcaption></figure></p> <p>As I noted above, Carrier as a pure-play HVAC company should receive a valuation similar to Trane or Lennox. As Carrier sheds the slower growing businesses this year, I expect the market to value it closer to these companies. To be a bit more conservative considering Carrier's first year as a pure-play HVAC company a number at the low end of this range would be appropriate. A fair EV/EBITDA multiple for Carrier would be around 18 on that basis.</p> <p>Using my EBITDA estimate from earlier in the article of $4.92 billion excluding Refrigeration and Fire &amp; Security, a fair enterprise value for Carrier would be $4.92 * 18 = $88.56 billion.</p> <p>If we subtract the expected $10.14 billion of net debt at year-end 2024 from this enterprise value, we get a fair market cap of $78.42 billion. Dividing by the share count of 915 million shares, we arrive at a price target of $85.70.</p> <h2>Risks</h2> <p>The biggest risk for Carrier is any slowdown or reversal in the trend toward electrification of HVAC and demand for heat pumps, especially in Europe. As we are seeing in Viessmann's Q1 results, even a little uncertainty in government support of heat pumps can result in consumers stepping away from the market.</p> <p>While the integration of Viessmann appears to be progressing well, cross-marketing their products into other regions of the world is so far untested and customers outside of Europe may not be interested in Viessmann's premium products. </p> <p>Within the US, there is risk that demand for systems that use R-410A refrigerant before it is phased out could just pull forward demand from next year, resulting in a sales slowdown in 2025. </p> <p>Finally, an economic downturn in certain risky real estate segments such as the Chinese residential market or commercial office buildings globally would create temporary headwinds for Carrier.</p> <h2>Conclusion</h2> <p>Carrier share price is near all-time highs following a good Q1 2024 earnings release. Still, the company is cheap relative to its US based pure play HVAC peers. Shares would have about 50% upside if valued similarly to Lennox and Trane on forward EV/EBITDA. I do not think this valuation will be achieved quickly. Carrier will have to demonstrate that it can achieve similar growth rates in its first year as a pure-play HVAC company. </p> <div></div> <p>There are some temporary headwinds, especially in Europe, that could put this growth at risk. In the long term, however, electrification of HVAC and the predominance of heat pumps seems likely. Carrier has just begun to find cost synergies from the Viessman merger. Revenue synergy opportunities also exist, bringing the best products from Toshiba in Japan, Giwee in China, and Viessman in Germany to the rest of the world. Adding in secular growth opportunities like data centers, aftermarket growth, and digital monitoring and control apps, Carrier has the growth runway to make it more than just a cyclical industrial company. The market has begun to price this in but the shares are not overheated yet.</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>Carrier: Not Too Hot Yet</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; 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}\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nCarrier: Not Too Hot Yet\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-04-27 22:14 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4687010-carrier-not-too-hot-yet><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Carrier Global Corp. is on track to complete its transformation into a pure-play HVAC company this year, selling off non-core businesses.Despite short-term headwinds in some residential markets, ...</p>\n\n<a href=\"https://seekingalpha.com/article/4687010-carrier-not-too-hot-yet\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.seekingalpha.com/cdn/s3/uploads/getty_images/1718507948/image_1718507948.jpg","relate_stocks":{"BK4086":"建筑产品","BK4504":"桥水持仓","LU0070302665.USD":"FRANKLIN MUTUAL U.S. VALUE \"A\" (USD) ACC","BK4580":"工业 4.0","LU2552382215.SGD":"WELLINGTON US BRAND POWER \"A\" (SGDHDG) ACC","DKILY":"Daikin Industries Ltd.","IE00BKVL7J92.USD":"Legg Mason ClearBridge - US Equity Sustainability Leaders A Acc USD","LU2552382058.USD":"WELLINGTON US BRAND POWER \"A\" (USD) ACC","LII":"雷诺士","LU2133065610.SGD":"JPMorgan Investment Funds - Global Dividend A (mth) SGD","DKILF":"Daikin Industries Ltd.","LU2552382132.HKD":"WELLINGTON US BRAND POWER \"A\" (HKD) ACC","LU1978683503.SGD":"Blackrock Sustainable Energy A2 SGD-H","LU0211331839.USD":"FRANKLIN MUTUAL GLB DISCOVERY \"A\" (USD) ACC","LU0323240290.USD":"HSBC GIF GLOBAL EQUITY CLIMATE CHANGE \"AD\" INC","LU1854103824.USD":"M&G (LUX) POSITIVE IMPACT \"A\" (USD) INC","CARR":"开利全球","IE00B894F039.SGD":"Legg Mason ClearBridge - US Aggressive Growth A Acc SGD-H","BK4585":"ETF&股票定投概念","BK4533":"AQR资本管理(全球第二大对冲基金)","LU0312595415.SGD":"Schroder ISF Global Climate Change Equity A Acc SGD","LU0208291251.USD":"FRANKLIN MUTUAL U.S. VALUE \"A\" (USD) INC","TT":"Trane技术","BK4566":"资本集团","JCI":"江森自控","LU1989764664.SGD":"CPR Invest - Global Disruptive Opportunities A2 Acc SGD-H","LU1989764748.USD":"东方汇理环球颠覆性机遇A2 Acc","LU1854104046.USD":"M&G (LUX) POSITIVE IMPACT \"A\" (USD) ACC","IE00B19Z9P08.USD":"LEGG MASON CLEARBRIDGE US AGGRESSIVE GROWTH \"A\" (USD) INC","BK4588":"碎股","NYSE":"纽交所","LU0124384867.USD":"贝莱德新能源基金A2","IE00BZ1G4Q59.USD":"LEGG MASON CLEARBRIDGE US EQUITY SUSTAINABILITY LEADER \"A\"(USD) INC (A)","IE00B19Z9Z06.USD":"Legg Mason ClearBridge - US Aggressive Growth A Acc USD","LU0320765489.SGD":"FTIF - Franklin Mutual US Value A Acc SGD","LU2211817866.USD":"Allianz Food Security AT Acc USD"},"source_url":"https://seekingalpha.com/article/4687010-carrier-not-too-hot-yet","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"2430745610","content_text":"Carrier Global Corp. is on track to complete its transformation into a pure-play HVAC company this year, selling off non-core businesses.Despite short-term headwinds in some residential markets, secular growth opportunities exist in electrification, data center cooling, and aftermarket service.Carrier is still valued below HVAC-focused companies like Lennox and Trane, so the shares appear to have upside despite trading near all-time highs.   vchal/iStock via Getty Images Transformation Is Underway The last time I wrote about Carrier Global Corp. (NYSE:NYSE:CARR) in December 2023, the company's plans to transform into a pure-play HVAC company were in place, but the exact timing and details were a bit uncertain. Since then, the company closed its purchase of German premium heat pump and home solar generation system manufacturer Viessman Climate Solutions. Also, sales were announced for businesses in Security, Commercial Refrigeration, and Industrial Fire. These sales are expected to close just after mid-year. The only piece left to sell is Residential and Commercial Fire, and Carrier expects to start marketing the business in the next few weeks for a sale by the end of the year. Carrier The intent of this reshuffle is to offload some healthy but slow-growing businesses and focus on HVAC, with its secular growth trends in electrification, indoor air quality, and data center cooling. Carrier should therefore receive a richer valuation like other pure-play HVAC companies. While Carrier stock is now trading close to an all-time high, it still underperformed relative to its domestic peers since my last article. Japanese firm Daikin (OTCPK:DKILY) (OTCPK:DKILF) did even worse, although it has headwinds from weaker yen results when translated into dollars and weak Asian business environment and market share loss. Data by YCharts Viessmann is underperforming this year compared to initial expectations, but this was due to some temporary uncertainty around government incentives for heat pumps, as well as lower demand for solar installations. With more clarity on the subsidies in Europe, business should pick up in the second half of the year. The residential market has been weak worldwide, but North America looks ready to turn up again. Commercial HVAC is another source of strength. Looking forward, Carrier has an opportunity to globally apply the best technologies and operations from the several regional HVAC businesses it has acquired - Toshiba, Giwee, and Viessmann. This will create cost synergies and margin expansion as well as revenue synergies by selling the best products outside of their original regions. Carrier still looks cheaper than its pure-play HVAC peers and remains a Buy even near all-time highs. Viessmann And Other Residential HVAC Viessmann's first year as a part of Carrier is off to a tough start. Sales in Q1 were down 12%, although more than half of this decline was in the lower-margin solar panel business. As I mentioned in December, suspension of some environmental subsidies in Germany caused consumers to step back from heat pump purchases this year. Germany has since updated their program, along with many other European countries. As discussed on the earnings call, Viessmann is also rolling out larger units than what they have historically sold, which will enable them to sell into small multifamily residential buildings. This would be a new market for Viessmann. Carrier is on track to deliver $75 million of cost synergies with Viessmann this year, on the way to $200 million in 2026.  North American residential HVAC sales were down mid-single digits, with a slowdown in the housing market. This appears to be turning, as Carrier is seeing new orders up slightly this year. Some of this is due to the desire of distributors to buy units that use R-410A refrigerant before it is phased out and the more expensive R-454B refrigerant is required.  Commercial HVAC Commercial HVAC has been a strong point for Carrier, with double digit growth. Schools and health care continue to pursue upgrades with the need to improve indoor air quality. Data Centers were another market vertical mentioned by Carrier in the presentation. They see the addressable market for HVAC in data centers more than doubling in the next 4 years. Finally, aftermarket business remains a focus for Carrier. Nearly half the chillers sold are under a long-term maintenance agreement, and a majority of these are digitally connected, using apps to allow for remote monitoring and control.  Financial Update At first glance, Carrier's guidance update looked concerning, but nearly all of the changes are due to an earlier sale of the Industrial Fire business. Sales have been revised lower by $500 million to $26 billion. This is partially due to lower sales at Viessmann and the rest is due to the Industrial Fire divestment. The good news is that Carrier is able to control costs, resulting in the margin forecast moving to the top of its previous range. This leaves the EPS estimate unchanged. Free cash flow this year, already low at $700 million, was revised down to $400 million, but this was due to additional taxes on the gain from the Industrial Fire divestment being paid this year. Carrier Carrier currently has a high level of debt following the Viessmann acquisition, but the company now has a clear path to pay down most of this with divestment proceeds. Management stated that they now expect to reach net debt/EBITDA leverage of 2 by the end of 2024, which would enable the company to resume share buybacks. Carrier would like to at least buy back the shares issued in the Viessmann deal.  To verify this, I translated the $2.85 EPS guidance into EBITDA, and I get $5.1 billion based on the following calculation: Author Spreadsheet Carrier ended Q1 with $15.6 billion of net debt. They expect to receive $7.2 billion of divestment proceeds this year, or $5.5 billion after tax. Free cash flow minus dividends for the rest of the year comes out to a small cash draw. Putting all this together, I project net debt of $10.1 billion at the end of 2024.   Author Spreadsheet As we see from the calculation, ND/EBITDA comes out just under 2 at the end of the year. With the desire to pay down debt this year and start buying back stock from the Viessmann deal next year, I would not expect much in the way of dividend increases until 2026. The company continues to believe underlying free cash flow, after all the M&A noise, to be around $2.4 billion. Buying back the stock issued in the Viessmann acquisition would cost around $3.5 billion, so after accounting for dividends at their current levels, it should take about 2 years to complete the buybacks. After that, the company will have the capability to increase dividends above the current yield around 1.3%. Valuation On a trailing EV/EBITDA basis, Carrier is valued similarly to Lennox (LII), but both are cheaper than Trane (TT). These are both pure HVAC companies, as Carrier will be after its transformation. Johnson Controls (JCI) is valued more cheaply, but it also contains many of the lower-growth businesses similar to the ones Carrier is selling. Daikin has the typical lower valuation of most Japanese companies but also operates in markets that are currently lower-growth. Seeking Alpha Using forward EBITDA estimates, the company looks even cheaper. Here are the forward EV/EBITDA multiples and EBITDA growth estimates from the Seeking Alpha peer comparison page.   Author Spreadsheet As I noted above, Carrier as a pure-play HVAC company should receive a valuation similar to Trane or Lennox. As Carrier sheds the slower growing businesses this year, I expect the market to value it closer to these companies. To be a bit more conservative considering Carrier's first year as a pure-play HVAC company a number at the low end of this range would be appropriate. A fair EV/EBITDA multiple for Carrier would be around 18 on that basis. Using my EBITDA estimate from earlier in the article of $4.92 billion excluding Refrigeration and Fire & Security, a fair enterprise value for Carrier would be $4.92 * 18 = $88.56 billion. If we subtract the expected $10.14 billion of net debt at year-end 2024 from this enterprise value, we get a fair market cap of $78.42 billion. Dividing by the share count of 915 million shares, we arrive at a price target of $85.70. Risks The biggest risk for Carrier is any slowdown or reversal in the trend toward electrification of HVAC and demand for heat pumps, especially in Europe. As we are seeing in Viessmann's Q1 results, even a little uncertainty in government support of heat pumps can result in consumers stepping away from the market. While the integration of Viessmann appears to be progressing well, cross-marketing their products into other regions of the world is so far untested and customers outside of Europe may not be interested in Viessmann's premium products.  Within the US, there is risk that demand for systems that use R-410A refrigerant before it is phased out could just pull forward demand from next year, resulting in a sales slowdown in 2025.  Finally, an economic downturn in certain risky real estate segments such as the Chinese residential market or commercial office buildings globally would create temporary headwinds for Carrier. Conclusion Carrier share price is near all-time highs following a good Q1 2024 earnings release. Still, the company is cheap relative to its US based pure play HVAC peers. Shares would have about 50% upside if valued similarly to Lennox and Trane on forward EV/EBITDA. I do not think this valuation will be achieved quickly. Carrier will have to demonstrate that it can achieve similar growth rates in its first year as a pure-play HVAC company.   There are some temporary headwinds, especially in Europe, that could put this growth at risk. In the long term, however, electrification of HVAC and the predominance of heat pumps seems likely. Carrier has just begun to find cost synergies from the Viessman merger. Revenue synergy opportunities also exist, bringing the best products from Toshiba in Japan, Giwee in China, and Viessman in Germany to the rest of the world. Adding in secular growth opportunities like data centers, aftermarket growth, and digital monitoring and control apps, Carrier has the growth runway to make it more than just a cyclical industrial company. The market has begun to price this in but the shares are not overheated yet.","news_type":1},"isVote":1,"tweetType":1,"viewCount":330,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":290561894756568,"gmtCreate":1711963880973,"gmtModify":1711964197622,"author":{"id":"3555410704651395","authorId":"3555410704651395","name":"PuntersStock","avatar":"https://static.tigerbbs.com/e16a93d22bcde690b8924233132c4563","crmLevel":9,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3555410704651395","authorIdStr":"3555410704651395"},"themes":[],"title":"Guess the winner，Earn Tiger Coins","htmlText":"Find out more here: <a href=\"https://www.atigrzen.com/activity/market/2024/trading-guess?inviteId=HDGXJLMW&amp;utm_medium=tiger_community&amp;platform=iOS&amp;shareID=76cf5af132d7da6e82c4cbfdb278873b&amp;invite=NZ9MZG&amp;lang=en_US\">Guess the winner，Earn Tiger Coins</a> Come and participate in the“ Guess the winner，Earn Tiger Coins” event, find the trade master and invite friends to get up to 250 tiger coins.","listText":"Find out more here: <a href=\"https://www.atigrzen.com/activity/market/2024/trading-guess?inviteId=HDGXJLMW&amp;utm_medium=tiger_community&amp;platform=iOS&amp;shareID=76cf5af132d7da6e82c4cbfdb278873b&amp;invite=NZ9MZG&amp;lang=en_US\">Guess the winner，Earn Tiger Coins</a> Come and participate in the“ Guess the winner，Earn Tiger Coins” event, find the trade master and invite friends to get up to 250 tiger coins.","text":"Find out more here: Guess the winner，Earn Tiger Coins Come and participate in the“ Guess the winner，Earn Tiger Coins” event, find the trade master and invite friends to get up to 250 tiger coins.","images":[{"img":"https://static.tigerbbs.com/f5b7f90833b0728cadecb5cb81220f1d"}],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/290561894756568","isVote":1,"tweetType":1,"viewCount":298,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":251997180674248,"gmtCreate":1702556463034,"gmtModify":1702556466284,"author":{"id":"3555410704651395","authorId":"3555410704651395","name":"PuntersStock","avatar":"https://static.tigerbbs.com/e16a93d22bcde690b8924233132c4563","crmLevel":9,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3555410704651395","authorIdStr":"3555410704651395"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/01772\">$GANFENGLITHIUM(01772)$&nbsp;</a>","listText":"<a href=\"https://ttm.financial/S/01772\">$GANFENGLITHIUM(01772)$&nbsp;</a>","text":"$GANFENGLITHIUM(01772)$","images":[{"img":"https://community-static.tradeup.com/news/243626d243c6b3fb34acd081a8d4b1d4","width":"1179","height":"2460"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/251997180674248","isVote":1,"tweetType":1,"viewCount":504,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":244645242404936,"gmtCreate":1700751748870,"gmtModify":1700751754198,"author":{"id":"3555410704651395","authorId":"3555410704651395","name":"PuntersStock","avatar":"https://static.tigerbbs.com/e16a93d22bcde690b8924233132c4563","crmLevel":9,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3555410704651395","authorIdStr":"3555410704651395"},"themes":[],"htmlText":"Good app to trade online","listText":"Good app to trade online","text":"Good app to trade online","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/244645242404936","isVote":1,"tweetType":1,"viewCount":389,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":219139547156648,"gmtCreate":1694526732373,"gmtModify":1694527911305,"author":{"id":"3555410704651395","authorId":"3555410704651395","name":"PuntersStock","avatar":"https://static.tigerbbs.com/e16a93d22bcde690b8924233132c4563","crmLevel":9,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3555410704651395","authorIdStr":"3555410704651395"},"themes":[],"htmlText":"Tesla rocks. How to play this&nbsp;","listText":"Tesla rocks. How to play this&nbsp;","text":"Tesla rocks. How to play this","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/219139547156648","isVote":1,"tweetType":1,"viewCount":332,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9947669782,"gmtCreate":1683076154146,"gmtModify":1683076311439,"author":{"id":"3555410704651395","authorId":"3555410704651395","name":"PuntersStock","avatar":"https://static.tigerbbs.com/e16a93d22bcde690b8924233132c4563","crmLevel":9,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3555410704651395","authorIdStr":"3555410704651395"},"themes":[],"htmlText":"C&nbsp;","listText":"C&nbsp;","text":"C","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9947669782","repostId":"2332918109","repostType":2,"repost":{"id":"2332918109","kind":"highlight","weMediaInfo":{"introduction":"Reuters.com brings you the latest news from around the world, covering breaking news in markets, business, politics, entertainment and technology","home_visible":1,"media_name":"Reuters","id":"1036604489","head_image":"https://static.tigerbbs.com/443ce19704621c837795676028cec868"},"pubTimestamp":1683075837,"share":"https://ttm.financial/m/news/2332918109?lang=&edition=fundamental","pubTime":"2023-05-03 09:03","market":"sg","language":"en","title":"Keppel to Rejig Corporate Structure, Sets $150 Bln Assets Target By 2030","url":"https://stock-news.laohu8.com/highlight/detail?id=2332918109","media":"Reuters","summary":"May 3 (Reuters) - Singapore's Keppel Corp on Wednesday (May 3) announced a major corporate restructu","content":"<html><head></head><body><p style=\"text-align: start;\">May 3 (Reuters) - Singapore&#39;s Keppel Corp on Wednesday (May 3) announced a major corporate restructuring, doing away with its conglomerate form and dividing itself into three distinct units, in a bid to simplify and further grow its operations.</p><p style=\"text-align: start;\">The conglomerate, which has operations ranging from data centres to renewable energy assets, will restructure itself into three businesses - fund management, investment, and operating platforms.</p><p>The fund management business will focus on capital raising, investment platform will make capital investment decisions, while the operating platform unit will subsume its other existing operations.</p><p style=\"text-align: start;\">&#34;This latest restructuring reflects a fundamental shift in how we organise ourselves to operate in a nimbler manner and harness technology to grow at speed and scale,&#34; Keppel Chief Executive Officer Loh Chin Hua said.</p><p style=\"text-align: start;\">&#34;From a diversified conglomerate, we are accelerating our transformation to be one integrated company - a global alternative real asset manager, with deep operating capabilities in Infrastructure, Real Estate and Connectivity.&#34;</p><p style=\"text-align: start;\">The company, which traces its roots to a small ship repair yard corporatised in 1968, said the shake-up could result in annual savings of between S$60 million and S$70 million by 2026.</p><p style=\"text-align: start;\">Keppel also announced plans to significantly increase its assets under management (AUM) to S$200 billion (US$149.93 billion) by 2030, with an interim target of achieving S$100 billion worth of AUM by 2026-end, double of what it had at the end of last year.</p><p>The firm is now targeting between S$10 billion to S$12 billion in cumulative asset monetisation by 2026-end. It has already achieved asset monetisation of S$4.9 billion as at end of first-quarter of fiscal 2023 since the program was launched in late 2020.</p><p style=\"text-align: start;\">($1 = 1.3340 Singapore dollars)</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>Keppel to Rejig Corporate Structure, Sets $150 Bln Assets Target 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; 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}\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nKeppel to Rejig Corporate Structure, Sets $150 Bln Assets Target By 2030\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1036604489\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/443ce19704621c837795676028cec868);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Reuters </p>\n<p class=\"h-time\">2023-05-03 09:03</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p style=\"text-align: start;\">May 3 (Reuters) - Singapore&#39;s Keppel Corp on Wednesday (May 3) announced a major corporate restructuring, doing away with its conglomerate form and dividing itself into three distinct units, in a bid to simplify and further grow its operations.</p><p style=\"text-align: start;\">The conglomerate, which has operations ranging from data centres to renewable energy assets, will restructure itself into three businesses - fund management, investment, and operating platforms.</p><p>The fund management business will focus on capital raising, investment platform will make capital investment decisions, while the operating platform unit will subsume its other existing operations.</p><p style=\"text-align: start;\">&#34;This latest restructuring reflects a fundamental shift in how we organise ourselves to operate in a nimbler manner and harness technology to grow at speed and scale,&#34; Keppel Chief Executive Officer Loh Chin Hua said.</p><p style=\"text-align: start;\">&#34;From a diversified conglomerate, we are accelerating our transformation to be one integrated company - a global alternative real asset manager, with deep operating capabilities in Infrastructure, Real Estate and Connectivity.&#34;</p><p style=\"text-align: start;\">The company, which traces its roots to a small ship repair yard corporatised in 1968, said the shake-up could result in annual savings of between S$60 million and S$70 million by 2026.</p><p style=\"text-align: start;\">Keppel also announced plans to significantly increase its assets under management (AUM) to S$200 billion (US$149.93 billion) by 2030, with an interim target of achieving S$100 billion worth of AUM by 2026-end, double of what it had at the end of last year.</p><p>The firm is now targeting between S$10 billion to S$12 billion in cumulative asset monetisation by 2026-end. It has already achieved asset monetisation of S$4.9 billion as at end of first-quarter of fiscal 2023 since the program was launched in late 2020.</p><p style=\"text-align: start;\">($1 = 1.3340 Singapore dollars)</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"SG9999014302.SGD":"RHB Singapore Income Fund SGD","SG9999014492.USD":"NIKKO AM ASEAN EQUITY \"A\" (USD) ACC","SG9999003826.SGD":"日兴资管新加坡股息基金 SGD","SG9999008742.SGD":"Eastspring Investments Unit Trusts - Singapore ASEAN Equity SGD","SG9999000343.SGD":"Schroder Singapore Trust A Dis SGD","BK6111":"工业集团企业","SG9999016042.SGD":"Schroder Singapore Trust A Acc SGD","SG9999004360.SGD":"Nikko AM Shenton Thrift Fund SGD","BK6505":"周期性消费品与消费者服务","BN4.SI":"吉宝有限公司","SG9999014484.SGD":"Nikko AM ASEAN Equity Fund A SGD","SG9999001127.SGD":"United Singapore Growth Fund SGD","BK6523":"ESG概念"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2332918109","content_text":"May 3 (Reuters) - Singapore's Keppel Corp on Wednesday (May 3) announced a major corporate restructuring, doing away with its conglomerate form and dividing itself into three distinct units, in a bid to simplify and further grow its operations.The conglomerate, which has operations ranging from data centres to renewable energy assets, will restructure itself into three businesses - fund management, investment, and operating platforms.The fund management business will focus on capital raising, investment platform will make capital investment decisions, while the operating platform unit will subsume its other existing operations.\"This latest restructuring reflects a fundamental shift in how we organise ourselves to operate in a nimbler manner and harness technology to grow at speed and scale,\" Keppel Chief Executive Officer Loh Chin Hua said.\"From a diversified conglomerate, we are accelerating our transformation to be one integrated company - a global alternative real asset manager, with deep operating capabilities in Infrastructure, Real Estate and Connectivity.\"The company, which traces its roots to a small ship repair yard corporatised in 1968, said the shake-up could result in annual savings of between S$60 million and S$70 million by 2026.Keppel also announced plans to significantly increase its assets under management (AUM) to S$200 billion (US$149.93 billion) by 2030, with an interim target of achieving S$100 billion worth of AUM by 2026-end, double of what it had at the end of last year.The firm is now targeting between S$10 billion to S$12 billion in cumulative asset monetisation by 2026-end. It has already achieved asset monetisation of S$4.9 billion as at end of first-quarter of fiscal 2023 since the program was launched in late 2020.($1 = 1.3340 Singapore dollars)","news_type":1},"isVote":1,"tweetType":1,"viewCount":291,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}