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Fishark

Fishark

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07-12

?

@Kai kung:$YZJ Shipbldg SGD(BS6.SI)$ shinking ship is halfway down the ocean. Every day the big whale is gushing more water(sell) onto the ship hull to make it sink faster .Don't be a sucker, get out .. quick.

02-28

$YZJ Shipbldg SGD(BS6.SI)$ ooo broke resistance!

02-26

$SEMBCORP INDUSTRIES LTD(U96.SI)$

2023-09-24

Why us PayPal stock plunging? [Doubt] @TigerGpt TigerGPT，your new investing superpower Click to learn more

2023-09-21

$PayPal(PYPL)$ hang in there guys!!! I'm long for this go PayPal

2023-09-18

[Speechless]

Sorry, the original content has been removed

2023-08-12

@Carameows nobody knows why it plunged hmm//@littlesweetie:PayPal Stock Price Loses 15% Since Earnings; But What Went Wrong? The American financial technology company involved in the payment settlements, PayPal Holdings Inc. $PayPal(PYPL)$ remains part of mainstream conversations, though this time it saw two major events. Surprisingly, despite these events, PayPal’s stock price resists showing any optimism and continues to drop further. PayPal released the quarterly earnings report on August 2. The instance was expected to pu

@littlesweetie:PayPal Stock Price Loses 15% Since Earnings; But What Went Wrong?

2023-06-11

Tiger Broker's 9th Anniversary!

@Tiger_comments:[9th Anniv. Quiz] If I hold Nvidia and Microsoft, how to hedge possible pullback?

2022-12-06

Wonder what would happen if Disney & Netflix collaborates [Thinking]

Sorry, the original content has been removed

2022-06-16

👍👍👍

Alibaba: King Of Commerce-Driven Operating Income

2022-06-05

About time Nio! Hereon, the only way is up (please)!

NIO: The Ultimate Bottom Has Occurred

2022-06-03

What.... -.-

Micron Gets Rare "Underweight" Rating as PC Demand Slows

2022-04-29

About time..

Sorry, the original content has been removed

2022-04-29

): time to let go?

Why Teladoc Health's Latest Earnings Call Was So Disappointing

2022-04-01

That's awesome news! [Happy]

Sorry, the original content has been removed

2022-03-31

Nio way! (Pun intended) [Tongue]

Why Cathie Wood Just Dumped Tesla for This Hot EV Stock

2022-03-28

Oh come on... We need better news ):

XPeng Earnings Are Coming Monday. Here’s What To Expect.

2021-08-19

Good time to accumulate

Sorry, the original content has been removed

2021-08-08

Doubt so..

Tesla Stock: Headed to $1,200?

2021-08-07

Thanks for sharing!

Sorry, the original content has been removed

Go to Tiger App to see more news

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Every day the big whale is gushing&nbsp;more water(sell) onto the ship hull to make it sink faster .Don't be a sucker, get out .. quick.","listText":"<a href=\"https://ttm.financial/S/BS6.SI\">$YZJ Shipbldg SGD(BS6.SI)$&nbsp;</a> shinking ship is halfway down the ocean. Every day the big whale is gushing&nbsp;more water(sell) onto the ship hull to make it sink faster .Don't be a sucker, get out .. quick.","text":"$YZJ Shipbldg SGD(BS6.SI)$ shinking ship is halfway down the ocean. Every day the big whale is gushing more water(sell) onto the ship hull to make it sink faster .Don't be a sucker, get out .. quick.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/326558719373608","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":100,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":278842364563608,"gmtCreate":1709104382207,"gmtModify":1709104384598,"author":{"id":"3555995243932378","authorId":"3555995243932378","name":"Fishark","avatar":"https://community-static.tradeup.com/news/7e81706bdea5d6e67bd7db8a09640fe0","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3555995243932378","authorIdStr":"3555995243932378"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/BS6.SI\">$YZJ Shipbldg SGD(BS6.SI)$&nbsp;</a><v-v data-views=\"1\"></v-v> ooo broke resistance!","listText":"<a href=\"https://ttm.financial/S/BS6.SI\">$YZJ Shipbldg SGD(BS6.SI)$&nbsp;</a><v-v data-views=\"1\"></v-v> ooo broke resistance!","text":"$YZJ Shipbldg SGD(BS6.SI)$ ooo broke resistance!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/278842364563608","isVote":1,"tweetType":1,"viewCount":162,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":278065092108352,"gmtCreate":1708912994498,"gmtModify":1708912997200,"author":{"id":"3555995243932378","authorId":"3555995243932378","name":"Fishark","avatar":"https://community-static.tradeup.com/news/7e81706bdea5d6e67bd7db8a09640fe0","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3555995243932378","authorIdStr":"3555995243932378"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/U96.SI\">$SEMBCORP INDUSTRIES LTD(U96.SI)$&nbsp;</a><v-v data-views=\"1\"></v-v>&nbsp;","listText":"<a href=\"https://ttm.financial/S/U96.SI\">$SEMBCORP INDUSTRIES LTD(U96.SI)$&nbsp;</a><v-v data-views=\"1\"></v-v>&nbsp;","text":"$SEMBCORP INDUSTRIES LTD(U96.SI)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/278065092108352","isVote":1,"tweetType":1,"viewCount":278,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":223218450141280,"gmtCreate":1695524228101,"gmtModify":1695524233100,"author":{"id":"3555995243932378","authorId":"3555995243932378","name":"Fishark","avatar":"https://community-static.tradeup.com/news/7e81706bdea5d6e67bd7db8a09640fe0","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3555995243932378","authorIdStr":"3555995243932378"},"themes":[],"htmlText":"Why us PayPal stock plunging?&nbsp;[Doubt]&nbsp;&nbsp; <a href=\"https://ttm.financial/U/4141429963588842/\">@TigerGpt&nbsp;</a>TigerGPT，your new investing superpower&nbsp;<a href=\"https://www.tigerbrokers.com.sg/activity/market/2023/tigerGPT-promotion\">Click to learn more&nbsp;</a>","listText":"Why us PayPal stock plunging?&nbsp;[Doubt]&nbsp;&nbsp; <a href=\"https://ttm.financial/U/4141429963588842/\">@TigerGpt&nbsp;</a>TigerGPT，your new investing superpower&nbsp;<a href=\"https://www.tigerbrokers.com.sg/activity/market/2023/tigerGPT-promotion\">Click to learn more&nbsp;</a>","text":"Why us PayPal stock plunging? [Doubt] @TigerGpt TigerGPT，your new investing superpower Click to learn more","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":2,"repostSize":2,"link":"https://ttm.financial/post/223218450141280","isVote":1,"tweetType":1,"viewCount":562,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4141429963588842","authorId":"4141429963588842","name":"TigerGPT","avatar":"https://community-static.tradeup.com/news/5b82af1deb17dfa8f94b4741b9ea2738","crmLevel":1,"crmLevelSwitch":0,"idStr":"4141429963588842","authorIdStr":"4141429963588842"},"content":"Based on the information available, the stock price of PayPal (PYPL) has been plunging due to overvaluation during the previous bull market. However, the drop in stock prices is considered to be excessive, and both PayPal and Block (SQ) have the potential for substantial revenue and profitability growth. Changes in leadership at both companies could lead to increased efficiency and profitability. It is expected that the market will revalue PayPal and Block higher as economic growth improves and the Federal Reserve provides a more accessible monetary environment. Therefore, the current decline in PayPal's stock price may present an attractive value investment opportunity. Reference articles: Is There Opportunity in PayPal (PYPL) or Block's (SQ) Stock Near 52-Week Lows Paypal (PYPL) Dips More Than Broader Markets: What You Should Know This Bargain-Hunting Fund Manager Is Finding Value in PayPal and Other Fintech Stocks Block And PayPal: The Market Is Dead Wrong PayPal: A Compelling Deep Value Play","text":"Based on the information available, the stock price of PayPal (PYPL) has been plunging due to overvaluation during the previous bull market. However, the drop in stock prices is considered to be excessive, and both PayPal and Block (SQ) have the potential for substantial revenue and profitability growth. Changes in leadership at both companies could lead to increased efficiency and profitability. It is expected that the market will revalue PayPal and Block higher as economic growth improves and the Federal Reserve provides a more accessible monetary environment. Therefore, the current decline in PayPal's stock price may present an attractive value investment opportunity. Reference articles: Is There Opportunity in PayPal (PYPL) or Block's (SQ) Stock Near 52-Week Lows Paypal (PYPL) Dips More Than Broader Markets: What You Should Know This Bargain-Hunting Fund Manager Is Finding Value in PayPal and Other Fintech Stocks Block And PayPal: The Market Is Dead Wrong PayPal: A Compelling Deep Value Play","html":"Based on the information available, the stock price of PayPal (PYPL) has been plunging due to overvaluation during the previous bull market. However, the drop in stock prices is considered to be excessive, and both PayPal and Block (SQ) have the potential for substantial revenue and profitability growth. Changes in leadership at both companies could lead to increased efficiency and profitability. It is expected that the market will revalue PayPal and Block higher as economic growth improves and the Federal Reserve provides a more accessible monetary environment. Therefore, the current decline in PayPal's stock price may present an attractive value investment opportunity. Reference articles: Is There Opportunity in PayPal (PYPL) or Block's (SQ) Stock Near 52-Week Lows Paypal (PYPL) Dips More Than Broader Markets: What You Should Know This Bargain-Hunting Fund Manager Is Finding Value in PayPal and Other Fintech Stocks Block And PayPal: The Market Is Dead Wrong PayPal: A Compelling Deep Value Play"}],"imageCount":0,"langContent":"EN","totalScore":0},{"id":222364243751072,"gmtCreate":1695304990556,"gmtModify":1695304993785,"author":{"id":"3555995243932378","authorId":"3555995243932378","name":"Fishark","avatar":"https://community-static.tradeup.com/news/7e81706bdea5d6e67bd7db8a09640fe0","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3555995243932378","authorIdStr":"3555995243932378"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/PYPL\">$PayPal(PYPL)$ &nbsp;</a>hang in there guys!!! I'm long for this go PayPal","listText":"<a href=\"https://ttm.financial/S/PYPL\">$PayPal(PYPL)$ &nbsp;</a>hang in there guys!!! I'm long for this go PayPal","text":"$PayPal(PYPL)$ hang in there guys!!! I'm long for this go PayPal","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/222364243751072","isVote":1,"tweetType":1,"viewCount":134,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":221240890871920,"gmtCreate":1695036749221,"gmtModify":1695036753263,"author":{"id":"3555995243932378","authorId":"3555995243932378","name":"Fishark","avatar":"https://community-static.tradeup.com/news/7e81706bdea5d6e67bd7db8a09640fe0","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3555995243932378","authorIdStr":"3555995243932378"},"themes":[],"htmlText":"[Speechless]&nbsp;","listText":"[Speechless]&nbsp;","text":"[Speechless]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/221240890871920","repostId":"1183716881","repostType":2,"isVote":1,"tweetType":1,"viewCount":239,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":208172575084632,"gmtCreate":1691847215977,"gmtModify":1691847224059,"author":{"id":"3555995243932378","authorId":"3555995243932378","name":"Fishark","avatar":"https://community-static.tradeup.com/news/7e81706bdea5d6e67bd7db8a09640fe0","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3555995243932378","authorIdStr":"3555995243932378"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/U/3560256275446796\"> @</a><a href=\"https://ttm.financial/U/3560256275446796\">Carameows</a><a href=\"https://ttm.financial/U/3560256275446796\"> </a>nobody knows why it plunged hmm//<a href=\"https://ttm.financial/U/9000000000000733\">@littlesweetie</a>:PayPal Stock Price Loses 15% Since Earnings; But What Went Wrong? The American financial technology company involved in the payment settlements, PayPal Holdings Inc. <a href=\"https://ttm.financial/S/PYPL\">$PayPal(PYPL)$</a> remains part of mainstream conversations, though this time it saw two major events. Surprisingly, despite these events, PayPal’s stock price resists showing any optimism and continues to drop further.&nbsp;PayPal released the quarterly earnings report on August 2. The instance was expected to pu","listText":"<a href=\"https://ttm.financial/U/3560256275446796\"> @</a><a href=\"https://ttm.financial/U/3560256275446796\">Carameows</a><a href=\"https://ttm.financial/U/3560256275446796\"> </a>nobody knows why it plunged hmm//<a href=\"https://ttm.financial/U/9000000000000733\">@littlesweetie</a>:PayPal Stock Price Loses 15% Since Earnings; But What Went Wrong? The American financial technology company involved in the payment settlements, PayPal Holdings Inc. <a href=\"https://ttm.financial/S/PYPL\">$PayPal(PYPL)$</a> remains part of mainstream conversations, though this time it saw two major events. Surprisingly, despite these events, PayPal’s stock price resists showing any optimism and continues to drop further.&nbsp;PayPal released the quarterly earnings report on August 2. The instance was expected to pu","text":"@Carameows nobody knows why it plunged hmm//@littlesweetie:PayPal Stock Price Loses 15% Since Earnings; But What Went Wrong? The American financial technology company involved in the payment settlements, PayPal Holdings Inc. $PayPal(PYPL)$ remains part of mainstream conversations, though this time it saw two major events. Surprisingly, despite these events, PayPal’s stock price resists showing any optimism and continues to drop further. PayPal released the quarterly earnings report on August 2. The instance was expected to pu","images":[{"img":"https://community-static.tradeup.com/news/3512de04ddd39fc424a9878b931beac3","width":"1140","height":"641"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":5,"repostSize":0,"link":"https://ttm.financial/post/208172575084632","repostId":"207775444103184","repostType":1,"repost":{"id":207775444103184,"gmtCreate":1691754495842,"gmtModify":1691754508620,"author":{"id":"9000000000000733","authorId":"9000000000000733","name":"littlesweetie","avatar":"https://static.tigerbbs.com/43a0aed7518f515997f95ed495391d65","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"9000000000000733","authorIdStr":"9000000000000733"},"themes":[],"title":"PayPal Stock Price Loses 15% Since Earnings; But What Went Wrong?","htmlText":"PayPal Stock Price Loses 15% Since Earnings; But What Went Wrong? The American financial technology company involved in the payment settlements, PayPal Holdings Inc. <a href=\"https://ttm.financial/S/PYPL\">$PayPal(PYPL)$</a> remains part of mainstream conversations, though this time it saw two major events. Surprisingly, despite these events, PayPal’s stock price resists showing any optimism and continues to drop further.&nbsp;PayPal released the quarterly earnings report on August 2. The instance was expected to push the stock price upwards. But surprisingly, PayPal stock price fell dramatically and is currently 15% down since then.&nbsp;The company posted $7.29 Billion in revenue, an increase of 7% from the previous year’s revenue. The earnings per share (EPS) for the quarter remained $1.","listText":"PayPal Stock Price Loses 15% Since Earnings; But What Went Wrong? The American financial technology company involved in the payment settlements, PayPal Holdings Inc. <a href=\"https://ttm.financial/S/PYPL\">$PayPal(PYPL)$</a> remains part of mainstream conversations, though this time it saw two major events. Surprisingly, despite these events, PayPal’s stock price resists showing any optimism and continues to drop further.&nbsp;PayPal released the quarterly earnings report on August 2. The instance was expected to push the stock price upwards. But surprisingly, PayPal stock price fell dramatically and is currently 15% down since then.&nbsp;The company posted $7.29 Billion in revenue, an increase of 7% from the previous year’s revenue. The earnings per share (EPS) for the quarter remained $1.","text":"PayPal Stock Price Loses 15% Since Earnings; But What Went Wrong? The American financial technology company involved in the payment settlements, PayPal Holdings Inc. $PayPal(PYPL)$ remains part of mainstream conversations, though this time it saw two major events. Surprisingly, despite these events, PayPal’s stock price resists showing any optimism and continues to drop further. PayPal released the quarterly earnings report on August 2. The instance was expected to push the stock price upwards. But surprisingly, PayPal stock price fell dramatically and is currently 15% down since then. The company posted $7.29 Billion in revenue, an increase of 7% from the previous year’s revenue. The earnings per share (EPS) for the quarter remained $1.","images":[{"img":"https://community-static.tradeup.com/news/3512de04ddd39fc424a9878b931beac3","width":"1140","height":"641"}],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/207775444103184","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":2,"langContent":"EN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":691,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"9000000000000339","authorId":"9000000000000339","name":"vippy","avatar":"https://static.tigerbbs.com/c0126a7d8aadf37410e3ec43acf556ad","crmLevel":1,"crmLevelSwitch":0,"idStr":"9000000000000339","authorIdStr":"9000000000000339"},"content":"PayPal is falling because of the uncertainty surrounding the Federal government’s involvement in analyzing every PayPal transaction at and over $600.","text":"PayPal is falling because of the uncertainty surrounding the Federal government’s involvement in analyzing every PayPal transaction at and over $600.","html":"PayPal is falling because of the uncertainty surrounding the Federal government’s involvement in analyzing every PayPal transaction at and over $600."}],"imageCount":2,"langContent":"EN","totalScore":0},{"id":9979945310,"gmtCreate":1686458651430,"gmtModify":1686458656231,"author":{"id":"3555995243932378","authorId":"3555995243932378","name":"Fishark","avatar":"https://community-static.tradeup.com/news/7e81706bdea5d6e67bd7db8a09640fe0","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3555995243932378","authorIdStr":"3555995243932378"},"themes":[],"htmlText":"Tiger Broker's 9th Anniversary!","listText":"Tiger Broker's 9th Anniversary!","text":"Tiger Broker's 9th Anniversary!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9979945310","repostId":"185226726260784","repostType":1,"repost":{"id":185226726260784,"gmtCreate":1686229687924,"gmtModify":1686563144149,"author":{"id":"3501196737273098","authorId":"3501196737273098","name":"Tiger_comments","avatar":"https://community-static.tradeup.com/news/227887b200e9925968650d5db4a8bfb3","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3501196737273098","authorIdStr":"3501196737273098"},"themes":[],"title":"[9th Anniv. Quiz] If I hold Nvidia and Microsoft, how to hedge possible pullback?","htmlText":"Has the long-awaited market correction finally begun? Yesterday, technology stocks generally experienced a decline, with prominent AI companies such as <a href=\"https://ttm.financial/S/NVDA\">$NVIDIA Corp(NVDA)$</a> and <a href=\"https://ttm.financial/S/MSFT\">$Microsoft(MSFT)$</a> dropping by 3%. <a href=\"https://ttm.financial/S/NVDA\">$NVIDIA Corp(NVDA)$</a> closed at $374.75, <a href=\"https://ttm.financial/S/MSFT\">$Microsoft(MSFT)$</a> closed at $323.38.If I hold tech stocks, how can I hedge against this? This article will introduce three options strategies to hedge against the potential market correction. 1. Buy putYou can purchase put options on Nvidia and Microsoft to provide downside protection. In the event of a pullback, the value of the put options would increase, offsetting some of","listText":"Has the long-awaited market correction finally begun? Yesterday, technology stocks generally experienced a decline, with prominent AI companies such as <a href=\"https://ttm.financial/S/NVDA\">$NVIDIA Corp(NVDA)$</a> and <a href=\"https://ttm.financial/S/MSFT\">$Microsoft(MSFT)$</a> dropping by 3%. <a href=\"https://ttm.financial/S/NVDA\">$NVIDIA Corp(NVDA)$</a> closed at $374.75, <a href=\"https://ttm.financial/S/MSFT\">$Microsoft(MSFT)$</a> closed at $323.38.If I hold tech stocks, how can I hedge against this? This article will introduce three options strategies to hedge against the potential market correction. 1. Buy putYou can purchase put options on Nvidia and Microsoft to provide downside protection. In the event of a pullback, the value of the put options would increase, offsetting some of","text":"Has the long-awaited market correction finally begun? Yesterday, technology stocks generally experienced a decline, with prominent AI companies such as $NVIDIA Corp(NVDA)$ and $Microsoft(MSFT)$ dropping by 3%. $NVIDIA Corp(NVDA)$ closed at $374.75, $Microsoft(MSFT)$ closed at $323.38.If I hold tech stocks, how can I hedge against this? This article will introduce three options strategies to hedge against the potential market correction. 1. Buy putYou can purchase put options on Nvidia and Microsoft to provide downside protection. In the event of a pullback, the value of the put options would increase, offsetting some of","images":[{"img":"https://community-static.tradeup.com/news/684a51a49183edfe293d8865d2a6701a","width":"1000","height":"809"},{"img":"https://community-static.tradeup.com/news/396c4be3645ace563faefcfc470f17da","width":"1801","height":"916"},{"img":"https://community-static.tradeup.com/news/f5b0ac3b4cf7edd37690ddecb3b5b443","width":"1080","height":"1403"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/185226726260784","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":4,"langContent":"EN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":496,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9967859558,"gmtCreate":1670297563974,"gmtModify":1676538339793,"author":{"id":"3555995243932378","authorId":"3555995243932378","name":"Fishark","avatar":"https://community-static.tradeup.com/news/7e81706bdea5d6e67bd7db8a09640fe0","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3555995243932378","authorIdStr":"3555995243932378"},"themes":[],"htmlText":"Wonder what would happen if Disney &amp; Netflix collaborates&nbsp;[Thinking]&nbsp;","listText":"Wonder what would happen if Disney &amp; Netflix collaborates&nbsp;[Thinking]&nbsp;","text":"Wonder what would happen if Disney & Netflix collaborates [Thinking]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9967859558","repostId":"1151397117","repostType":2,"isVote":1,"tweetType":1,"viewCount":380,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9054352525,"gmtCreate":1655346257367,"gmtModify":1676535619405,"author":{"id":"3555995243932378","authorId":"3555995243932378","name":"Fishark","avatar":"https://community-static.tradeup.com/news/7e81706bdea5d6e67bd7db8a09640fe0","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3555995243932378","authorIdStr":"3555995243932378"},"themes":[],"htmlText":"👍👍👍","listText":"👍👍👍","text":"👍👍👍","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9054352525","repostId":"1134483863","repostType":2,"repost":{"id":"1134483863","kind":"news","pubTimestamp":1655305199,"share":"https://ttm.financial/m/news/1134483863?lang=&edition=fundamental","pubTime":"2022-06-15 22:59","market":"hk","language":"en","title":"Alibaba: King Of Commerce-Driven Operating Income","url":"https://stock-news.laohu8.com/highlight/detail?id=1134483863","media":"Seeking Alpha","summary":"SummaryMachine learning helps make the recommendation engines in Tmall and Taobao top notch.Alibaba ","content":"<html><head></head><body><p><b>Summary</b></p><ul><li>Machine learning helps make the recommendation engines in Tmall and Taobao top notch.</li><li>Alibaba has tremendous opportunities as the online and offline worlds merge.</li><li>Alibaba’s asset-light model gives them flexibility as the world changes.</li></ul><p><b>Introduction</b></p><p>My thesis is that Alibaba (NYSE:BABA) will deliver massive amounts of operating income from commerce in the decade ahead. I don&#39;t see anyone that looks to be close to them in the next few years with respect to operating income from e-commerce.</p><p>The fiscal years for Alibaba and Walmart (WMT) end in March and January, respectively. The graphs in this article use calendar years so Alibaba&#39;s fiscal year through March 2022 and Walmart&#39;s fiscal year through January 2022 go under 2021.</p><p>When the Alibaba 4Q22releasecame out for their FY22 ending in March, the exchange rate was about 0.1577 RMB to 1 USD. At the time of this writing it is closer to 0.15 RMB to 1 USD.</p><p><b>The Landscape</b></p><p>Alibaba has a substantial base on which they will power operating income in the decade ahead. Looking at the last fiscal year, operating income from Alibaba&#39;s China commerce segment was RMB 172,219 million which is around $26 billion. This is about the same as Walmart&#39;s company-wide operating income but nearly all of Walmart&#39;s operating income comes from brick and mortar stores as opposed to e-commerce. There is plenty of room for numerous e-commerce companies in China. JD (JD) has done well with wealthy customers who insist on high quality merchandise. Pinduoduo (PDD) is fun for buyers who want to do social and group shopping. Amazon (AMZN), JD and Pinduoduo get a lot of headlines based on gross merchandise volume (&#34;GMV&#34;) but their e-commerce operating income levels are small compared to Alibaba. Only $6,347 million of Amazon&#39;s 2021 operating income was outside of AWS. The 2021 operating income numbers for JD and PDD were RMB 4,141 million and RMB 6,897 million, respectively. These equate to just $621 million and $1,035 million, respectively.</p><p><b>Machine Learning</b></p><p>Tmall and Taobao have a large number of users and a prodigious amount of data on which machine learning feeds. An April MIT Technology Review post explains the virtuous cycle enjoyed by digital giants like Alibaba as they continually improve their recommendation engines:</p><blockquote>The architectural and technical genius of recommender-system design lies in its compelling blend of data gathering, ongoing algorithmic innovation, and network effects.<i>The more people use these systems, the more valuable they become; the more valuable they become, the more people use them. Machine-learning capabilities accelerate that virtuous cycle</i>to ensure recommendations and advice become ever-more relevant and compelling.</blockquote><p><b>Opportunities</b></p><p>Alibaba has numerous opportunities including their participation in China&#39;s economic expansion. The World Bank shows that China&#39;s GDP nearly doubled from 2011 to 2020, going from $7.6 trillion to $14.7 trillion. Alibaba&#39;s operating income should keep climbing as China&#39;s GDP and middle class continue to increase in size.</p><p>Alibaba has opportunities beyond e-commerce as we know it. A June 2021 Wiredarticletalks about the way Alibaba has invented the supermarket of the future:</p><blockquote>Towson says. &#34;Eventually, consumers won&#39;t even know the difference between online and offline. You&#39;ll walk down the supermarket aisle, chatting to the AI assistant on your phone as it&#39;s suggesting items. You&#39;ll pick up the sneakers you ordered online earlier that day. You&#39;ll stream a movie on the same platform as they cook your food in store. It&#39;ll all be one experience. This is just the first iteration and it&#39;s pretty compelling.</blockquote><p><b>Flexibility</b></p><p>Three years ago I didn&#39;t envision today&#39;s world in which we are experiencing relatively high inflation in the U.S. Eventually this type of change could hit China too and Alibaba is more flexible than other asset-heavy companies like JD.</p><p><b>Valuation</b></p><p>In September 2021, Alibabaannouncedthat they are investing RMB 100 billion to promote common prosperity over 5 years. I view this type of forced investment in the same light as higher corporate taxes such that the government is coming in as a silent partner; the valuation range has to be adjusted down. I believe it will be more than just taking away RMB 20 billion in earnings from shareholders for each of the next 5 years. There is a good chance it will go up from there. As such, I don&#39;t think it is unreasonable to assign a multiple of 25x or so on the annual amount of RMB 20 billion that would otherwise go to shareholders each year such that the valuation is now lower by RMB 500 billion or $75 billion.</p><p>Among other things, I look at operating income, operating cash flow (&#34;OCF&#34;) and free cash flow (&#34;FCF&#34;) for Alibaba and competitors when thinking about valuations. It would be facile to go straight down to these numbers without first having an understanding of gross merchandise volume (&#34;GMV&#34;) and revenue. There is competition between these companies but the e-commerce pie will grow in the decade ahead such that this is not a zero sum game.</p><p>Smaller companies like Pinduoduo and JD are increasing GMV more rapidly than Alibaba but all the e-commerce companies below are increasing volume faster than brick and mortar retailers like Walmart:</p><p><img src=\"https://static.tigerbbs.com/fb720a39cbcd114a5ee9a83b4a2203c9\" tg-width=\"1200\" tg-height=\"742\" referrerpolicy=\"no-referrer\"/></p><p>GMV (Author&#39;s spreadsheet)</p><p>*The Amazon estimates are from Marketplace Pulse.</p><p>*The Alibaba fiscal year begins April 1st.</p><p>*The Walmart fiscal year begins February 1st.</p><p>The tables are turned for Alibaba and Amazon when we switch from GMV to company-wide revenue. Despite the fact that Alibaba moves about twice the merchandise volume of Amazon, Alibaba has a much lower take rate such that their revenue is significantly lower. We&#39;re talking about company-wide revenue so it includes non-commerce figures. It is noteworthy that Amazon has a sizable first-party (&#34;1P&#34;) e-commerce business while Alibaba does not. Marketplace Pulseshowsthat Amazon&#39;s 2021 GMV segments are broken down as $210 billion 1P and $390 billion third-party (&#34;3P&#34;); Amazon&#39;s revenue for these GMV segments is $222 billion and $103 billion, respectively:</p><p><img src=\"https://static.tigerbbs.com/6edf5debfff818e78e44fe6831afd6ab\" tg-width=\"680\" tg-height=\"742\" referrerpolicy=\"no-referrer\"/></p><p>Revenue segments (Author&#39;s spreadsheet)</p><p>Now that we appreciate the disparate types of revenue at Amazon, we look at company-wide revenue for the group. Again, Alibaba is almost entirely 3P revenue while Amazon, JD and Walmart have enormous 1P businesses:</p><p><img src=\"https://static.tigerbbs.com/a52a7d4bbf32d9dc34a539a58d301ceb\" tg-width=\"1200\" tg-height=\"742\" referrerpolicy=\"no-referrer\"/></p><p>Company-wide revenue (Author&#39;s spreadsheet)</p><p>Alibaba breaks down their operating income such that we can see the power of their China commerce segment:</p><p><img src=\"https://static.tigerbbs.com/d447360e549ae3b741fd0652d9dd7c46\" tg-width=\"800\" tg-height=\"343\" referrerpolicy=\"no-referrer\"/></p><p>Operating income segments (Alibaba earnings release through March 2022)</p><p>Meanwhile, Amazon&#39;s 2021 operating income was $24,879 million and $18,532 million or nearly 75% of this came from AWS!</p><p>Alibaba&#39;s FY22 China commerce operating income of RMB 172,219 million above was equivalent to about $27 billion back when the release came out but it is now equivalent to about $26 billion due to currency fluctuations. On the whole, I dislike Alibaba&#39;s adjusted EBITA tables because they ignore share-based compensation. However, the amortization of intangible assets and impairment of goodwill lines from those tables are useful because in my view these GAAP expenses aren&#39;t really economic expenses. The amortization of intangible assets line from the EBITA table comes to RMB 11,647 million on a consolidated basis and RMB 6,154 million of this is from the Local consumer services segment. The unallocated line includes goodwill impairment of RMB 25,141 million relating to Digital media and entertainment. If the rest of the unallocated operating loss of RMB 10,770 million and the innovation operating loss of RMB 9,424 million are absorbed by the China commerce segment then its operating income falls to RMB 152,025 million or a little under $23 billion. I think this segment is worth 15 to 16x this amount or around $345 to $370 billion. The other segments currently have negative operating income but they are worth more than zero. Alibaba&#39;s strategic investments are worth billions and their interest in the Ant Group is considerable.</p><p>The Cloud segment had less revenue in the March 2022 quarter than the December 2021 quarter but we can assuage ourselves knowing that the Cloud segment reduced its operating losses from FY21 to FY22 and it had positive operating income of RMB 598 million for the latest quarter. I like to compare Alibaba&#39;s Cloud segment to Google Cloud as Google Cloud is increasing revenue faster but Alibaba Cloud is losing less money:</p><p><img src=\"https://static.tigerbbs.com/1809a812cd8bafb9f557db84b120dbdd\" tg-width=\"890\" tg-height=\"742\" referrerpolicy=\"no-referrer\"/></p><p>Alibaba Cloud (Author&#39;s spreadsheet)</p><p>I also like to think about the OCF yield. Looking at the last fiscal year, Alibaba has an OCF yield of nearly 17% or RMB 142,759 million/RMB 853,062 million while Amazon has an OCF yield of a little under 10% or $46,327 million/$469,822 million. Much of this is because Amazon&#39;s low-margin 1P business is responsible for substantial revenue but it doesn&#39;t contribute much to operating income or OCF. Were it not for Amazon&#39;s AWS business, I believe their OCF yield would be down near the JD and Walmart level of 5% or so:</p><p><img src=\"https://static.tigerbbs.com/e0041277d12c3d84cdeef8486d5dca82\" tg-width=\"592\" tg-height=\"814\" referrerpolicy=\"no-referrer\"/></p><p>OCF Yield (Author&#39;s spreadsheet)</p><p>It isn&#39;t just Alibaba that has seen a lower level of operating cash flow in the last fiscal year; Amazon and Walmart have declined in this area as well:</p><p><img src=\"https://static.tigerbbs.com/20d9d99740e262afa429afd3dc58a8da\" tg-width=\"1200\" tg-height=\"742\" referrerpolicy=\"no-referrer\"/></p><p>OCF (Author&#39;s spreadsheet)</p><p>Alibaba&#39;s free cash flow (&#34;FCF&#34;) was down in FY22. The latest earnings release cited a decrease in profit and the RMB 18,228 million Anti-monopoly Fine:</p><blockquote>Free cash flow, a nonGAAP measurement, was RMB 98,874 million (US $15,597 million), a decrease of 43% year-over-year from RMB 172,662 million in fiscal year 2021,<i>mainly due to a decrease in profit and the full payment in the amount of RMB 18,228 million of the Anti-monopoly Fine</i>.</blockquote><p>I&#39;m optimistic that Alibaba can get FCF back to the FY21 level and beyond in the years ahead:</p><p><img src=\"https://static.tigerbbs.com/bbcfaa1c2e9c5a60df3ad0b1d412aba1\" tg-width=\"800\" tg-height=\"439\" referrerpolicy=\"no-referrer\"/></p><p>FCF (March 2022 release)</p><p>Note that I think of stock-based compensation as a cash expense. This was RMB 23,971 million for the fiscal year ending in March 2022 and RMB 50,120 million for the fiscal year ending in March 2021.</p><p>The weighted number of shares for the quarter ending in March was 21,401 million. Each American depositary share represents 8 ordinary shares. As such, the market cap is about $281.5 billion based on the June 12th ADR price of $105.23. Cash and short-term investments outweigh long-term debt such that the enterprise value is less than the market cap.</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Alibaba: King Of Commerce-Driven Operating Income</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nAlibaba: King Of Commerce-Driven Operating Income\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-06-15 22:59 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4518471-alibaba-king-commerce-driven-operating-income><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryMachine learning helps make the recommendation engines in Tmall and Taobao top notch.Alibaba has tremendous opportunities as the online and offline worlds merge.Alibaba’s asset-light model ...</p>\n\n<a href=\"https://seekingalpha.com/article/4518471-alibaba-king-commerce-driven-operating-income\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"09988":"阿里巴巴-W","BABA":"阿里巴巴"},"source_url":"https://seekingalpha.com/article/4518471-alibaba-king-commerce-driven-operating-income","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1134483863","content_text":"SummaryMachine learning helps make the recommendation engines in Tmall and Taobao top notch.Alibaba has tremendous opportunities as the online and offline worlds merge.Alibaba’s asset-light model gives them flexibility as the world changes.IntroductionMy thesis is that Alibaba (NYSE:BABA) will deliver massive amounts of operating income from commerce in the decade ahead. I don't see anyone that looks to be close to them in the next few years with respect to operating income from e-commerce.The fiscal years for Alibaba and Walmart (WMT) end in March and January, respectively. The graphs in this article use calendar years so Alibaba's fiscal year through March 2022 and Walmart's fiscal year through January 2022 go under 2021.When the Alibaba 4Q22releasecame out for their FY22 ending in March, the exchange rate was about 0.1577 RMB to 1 USD. At the time of this writing it is closer to 0.15 RMB to 1 USD.The LandscapeAlibaba has a substantial base on which they will power operating income in the decade ahead. Looking at the last fiscal year, operating income from Alibaba's China commerce segment was RMB 172,219 million which is around $26 billion. This is about the same as Walmart's company-wide operating income but nearly all of Walmart's operating income comes from brick and mortar stores as opposed to e-commerce. There is plenty of room for numerous e-commerce companies in China. JD (JD) has done well with wealthy customers who insist on high quality merchandise. Pinduoduo (PDD) is fun for buyers who want to do social and group shopping. Amazon (AMZN), JD and Pinduoduo get a lot of headlines based on gross merchandise volume (\"GMV\") but their e-commerce operating income levels are small compared to Alibaba. Only $6,347 million of Amazon's 2021 operating income was outside of AWS. The 2021 operating income numbers for JD and PDD were RMB 4,141 million and RMB 6,897 million, respectively. These equate to just $621 million and $1,035 million, respectively.Machine LearningTmall and Taobao have a large number of users and a prodigious amount of data on which machine learning feeds. An April MIT Technology Review post explains the virtuous cycle enjoyed by digital giants like Alibaba as they continually improve their recommendation engines:The architectural and technical genius of recommender-system design lies in its compelling blend of data gathering, ongoing algorithmic innovation, and network effects.The more people use these systems, the more valuable they become; the more valuable they become, the more people use them. Machine-learning capabilities accelerate that virtuous cycleto ensure recommendations and advice become ever-more relevant and compelling.OpportunitiesAlibaba has numerous opportunities including their participation in China's economic expansion. The World Bank shows that China's GDP nearly doubled from 2011 to 2020, going from $7.6 trillion to $14.7 trillion. Alibaba's operating income should keep climbing as China's GDP and middle class continue to increase in size.Alibaba has opportunities beyond e-commerce as we know it. A June 2021 Wiredarticletalks about the way Alibaba has invented the supermarket of the future:Towson says. \"Eventually, consumers won't even know the difference between online and offline. You'll walk down the supermarket aisle, chatting to the AI assistant on your phone as it's suggesting items. You'll pick up the sneakers you ordered online earlier that day. You'll stream a movie on the same platform as they cook your food in store. It'll all be one experience. This is just the first iteration and it's pretty compelling.FlexibilityThree years ago I didn't envision today's world in which we are experiencing relatively high inflation in the U.S. Eventually this type of change could hit China too and Alibaba is more flexible than other asset-heavy companies like JD.ValuationIn September 2021, Alibabaannouncedthat they are investing RMB 100 billion to promote common prosperity over 5 years. I view this type of forced investment in the same light as higher corporate taxes such that the government is coming in as a silent partner; the valuation range has to be adjusted down. I believe it will be more than just taking away RMB 20 billion in earnings from shareholders for each of the next 5 years. There is a good chance it will go up from there. As such, I don't think it is unreasonable to assign a multiple of 25x or so on the annual amount of RMB 20 billion that would otherwise go to shareholders each year such that the valuation is now lower by RMB 500 billion or $75 billion.Among other things, I look at operating income, operating cash flow (\"OCF\") and free cash flow (\"FCF\") for Alibaba and competitors when thinking about valuations. It would be facile to go straight down to these numbers without first having an understanding of gross merchandise volume (\"GMV\") and revenue. There is competition between these companies but the e-commerce pie will grow in the decade ahead such that this is not a zero sum game.Smaller companies like Pinduoduo and JD are increasing GMV more rapidly than Alibaba but all the e-commerce companies below are increasing volume faster than brick and mortar retailers like Walmart:GMV (Author's spreadsheet)*The Amazon estimates are from Marketplace Pulse.*The Alibaba fiscal year begins April 1st.*The Walmart fiscal year begins February 1st.The tables are turned for Alibaba and Amazon when we switch from GMV to company-wide revenue. Despite the fact that Alibaba moves about twice the merchandise volume of Amazon, Alibaba has a much lower take rate such that their revenue is significantly lower. We're talking about company-wide revenue so it includes non-commerce figures. It is noteworthy that Amazon has a sizable first-party (\"1P\") e-commerce business while Alibaba does not. Marketplace Pulseshowsthat Amazon's 2021 GMV segments are broken down as $210 billion 1P and $390 billion third-party (\"3P\"); Amazon's revenue for these GMV segments is $222 billion and $103 billion, respectively:Revenue segments (Author's spreadsheet)Now that we appreciate the disparate types of revenue at Amazon, we look at company-wide revenue for the group. Again, Alibaba is almost entirely 3P revenue while Amazon, JD and Walmart have enormous 1P businesses:Company-wide revenue (Author's spreadsheet)Alibaba breaks down their operating income such that we can see the power of their China commerce segment:Operating income segments (Alibaba earnings release through March 2022)Meanwhile, Amazon's 2021 operating income was $24,879 million and $18,532 million or nearly 75% of this came from AWS!Alibaba's FY22 China commerce operating income of RMB 172,219 million above was equivalent to about $27 billion back when the release came out but it is now equivalent to about $26 billion due to currency fluctuations. On the whole, I dislike Alibaba's adjusted EBITA tables because they ignore share-based compensation. However, the amortization of intangible assets and impairment of goodwill lines from those tables are useful because in my view these GAAP expenses aren't really economic expenses. The amortization of intangible assets line from the EBITA table comes to RMB 11,647 million on a consolidated basis and RMB 6,154 million of this is from the Local consumer services segment. The unallocated line includes goodwill impairment of RMB 25,141 million relating to Digital media and entertainment. If the rest of the unallocated operating loss of RMB 10,770 million and the innovation operating loss of RMB 9,424 million are absorbed by the China commerce segment then its operating income falls to RMB 152,025 million or a little under $23 billion. I think this segment is worth 15 to 16x this amount or around $345 to $370 billion. The other segments currently have negative operating income but they are worth more than zero. Alibaba's strategic investments are worth billions and their interest in the Ant Group is considerable.The Cloud segment had less revenue in the March 2022 quarter than the December 2021 quarter but we can assuage ourselves knowing that the Cloud segment reduced its operating losses from FY21 to FY22 and it had positive operating income of RMB 598 million for the latest quarter. I like to compare Alibaba's Cloud segment to Google Cloud as Google Cloud is increasing revenue faster but Alibaba Cloud is losing less money:Alibaba Cloud (Author's spreadsheet)I also like to think about the OCF yield. Looking at the last fiscal year, Alibaba has an OCF yield of nearly 17% or RMB 142,759 million/RMB 853,062 million while Amazon has an OCF yield of a little under 10% or $46,327 million/$469,822 million. Much of this is because Amazon's low-margin 1P business is responsible for substantial revenue but it doesn't contribute much to operating income or OCF. Were it not for Amazon's AWS business, I believe their OCF yield would be down near the JD and Walmart level of 5% or so:OCF Yield (Author's spreadsheet)It isn't just Alibaba that has seen a lower level of operating cash flow in the last fiscal year; Amazon and Walmart have declined in this area as well:OCF (Author's spreadsheet)Alibaba's free cash flow (\"FCF\") was down in FY22. The latest earnings release cited a decrease in profit and the RMB 18,228 million Anti-monopoly Fine:Free cash flow, a nonGAAP measurement, was RMB 98,874 million (US $15,597 million), a decrease of 43% year-over-year from RMB 172,662 million in fiscal year 2021,mainly due to a decrease in profit and the full payment in the amount of RMB 18,228 million of the Anti-monopoly Fine.I'm optimistic that Alibaba can get FCF back to the FY21 level and beyond in the years ahead:FCF (March 2022 release)Note that I think of stock-based compensation as a cash expense. This was RMB 23,971 million for the fiscal year ending in March 2022 and RMB 50,120 million for the fiscal year ending in March 2021.The weighted number of shares for the quarter ending in March was 21,401 million. Each American depositary share represents 8 ordinary shares. As such, the market cap is about $281.5 billion based on the June 12th ADR price of $105.23. Cash and short-term investments outweigh long-term debt such that the enterprise value is less than the market cap.","news_type":1},"isVote":1,"tweetType":1,"viewCount":402,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9059786473,"gmtCreate":1654434230292,"gmtModify":1676535446988,"author":{"id":"3555995243932378","authorId":"3555995243932378","name":"Fishark","avatar":"https://community-static.tradeup.com/news/7e81706bdea5d6e67bd7db8a09640fe0","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3555995243932378","authorIdStr":"3555995243932378"},"themes":[],"htmlText":"About time Nio! Hereon, the only way is up (please)!","listText":"About time Nio! Hereon, the only way is up (please)!","text":"About time Nio! Hereon, the only way is up (please)!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9059786473","repostId":"2240727323","repostType":2,"repost":{"id":"2240727323","kind":"highlight","pubTimestamp":1654389620,"share":"https://ttm.financial/m/news/2240727323?lang=&edition=fundamental","pubTime":"2022-06-05 08:40","market":"us","language":"en","title":"NIO: The Ultimate Bottom Has Occurred","url":"https://stock-news.laohu8.com/highlight/detail?id=2240727323","media":"seekingalpha","summary":"SummaryNIO is scheduled to report its FQ1'22 earnings release on June 9. Investors are waiting for m","content":"<html><head></head><body><p><b>Summary</b></p><ul><li>NIO is scheduled to report its FQ1&#39;22 earnings release on June 9. Investors are waiting for management&#39;s guidance on its outlook, given the massive disruption due to China&#39;s COVID lockdowns.</li><li>NIO&#39;s May 2022 delivery update also shows a marked improvement from April&#39;s numbers. It also highlighted robust order book visibility in May.</li><li>Our price action analysis suggests a double bottom bear trap formed in NIO stock in the May sell-off. Therefore, we are confident that its bottom has occurred.</li><li>We reiterate our Speculative Buy rating on NIO stock, with a near-term price target of $22 (an implied upside of 23%).</li></ul><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/a6f81e3209340c18a4b341ffae90707d\" tg-width=\"594\" tg-height=\"396\" referrerpolicy=\"no-referrer\"/><span>Drew Angerer/Getty Images News</span></p><p><b>Investment Thesis</b></p><p>NIO Inc. (NYSE:NIO) is slated to report its FQ1&#39;22 earnings release on June 9, as investors anticipate the company&#39;s Q2 guidance given its recent May 2022 delivery update. We discussed in ourprevious article (Buy rating) that the market has already been looking forward to its H2&#39;22 recovery, despite facing significant challenges in April due to the onset of the COVID lockdowns.</p><p>NIO&#39;s May delivery numbers didn&#39;t impress. However, the company also emphasized that it will be ramping production from June, given the recent lifting of COVID lockdowns in China.</p><p>Furthermore, our price action analysis suggests a double bottom bear trap occurred in the May sell-off. Consequently, we are confident NIO stock could have staged a sustained reversal of its downward bias, leading to the potential recovery of its upward momentum.</p><p>Therefore, we reiterate our Speculative Buy rating on NIO stock. We urge investors to look forward and not backward as NIO continues to scale.</p><p><b>May Deliveries Indicate A Sign Of Bottoming</b></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/c160afc2606abefe6cce0dd207c971b9\" tg-width=\"640\" tg-height=\"395\" referrerpolicy=\"no-referrer\"/><span>NIO deliveries by month (Company filings)</span></p><p>NIO delivered 7.02K of vehicles in May, up 4.6% YoY. Notably, it represented a 38.5% MoM increase from April. NIO also highlighted its optimism about improving its delivery cadence in June and accentuated significant order inflows in Shanghai in May. Therefore, we think investors can look forward to a strong outlook in June and urge investors to parse management&#39;s commentary in its upcoming Q1 call.</p><p>The Chinese EV market remains a critical industry for the Chinese economy. Therefore, it was reported in the local media that the Chinese government has been deliberating plans to extend NEV subsidies that are set to expire by the end of 2022. The carnage brought upon by the COVID lockdowns has been massive on the Chinese economy and consumer confidence. Therefore, we believe China is not keen for its critical NEV adoption momentum to slow down while the NEV makers ramp up to compensate for their production gaps in April and May.</p><p>The company has also been approved to sell its ES7, which should continue the strong momentum seen in its ET7. In addition, NIO&#39;s ET7 deliveries have already eclipsed its EC6, despite having started deliveries only in March. Therefore, we believe the new launches in H2&#39;22 could lift NIO&#39;s order book visibility through FY23 as it refreshes its line-up.</p><p><b>Estimates Suggest A H2&#39;22 Revival Is On Track</b></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/94c1c6b771f41d7e1b0e578cfb2968d0\" tg-width=\"640\" tg-height=\"396\" referrerpolicy=\"no-referrer\"/><span>NIO revenue change % consensus estimates (S&amp;P Cap IQ)</span></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/7a2d2852cc5ef33395d3f24107b40dc0\" tg-width=\"640\" tg-height=\"396\" referrerpolicy=\"no-referrer\"/><span>NIO adjusted EBIT change % consensus estimates (S&amp;P Cap IQ)</span></p><p>The consensus estimates also suggest that NIO&#39;s revenue growth could reach its nadir in FQ1 before recovering remarkably through H2&#39;22. Furthermore, NIO is also charting its way towards adjusted EBIT profitability as it continues to scale.</p><p>As long as China&#39;s COVID crisis does not worsen further, we believe the re-rating in NIO stock could be on the horizon. Notwithstanding, the company must continue executing well to demonstrate its ability to grow rapidly and improve its underlying economics.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/aa987ea3fef271bda7685e30cb8416a0\" tg-width=\"640\" tg-height=\"395\" referrerpolicy=\"no-referrer\"/><span>NIO revenue change % and adjusted EBIT margins % consensus estimates (By FY) (S&amp;P Cap IQ)</span></p><p>On an FY basis, the company is expected to post revenue growth of 73.9% in FY22, down from FY21&#39;s 122.3%. However, investors should expect slower growth through FY23.</p><p>Notwithstanding, NIO should achieve adjusted EBIT breakeven in FY24 as it scales further. Given its underlying profitability, we have always regarded NIO as a speculative play, and we urge investors to consider our perspective.</p><p><b>Price Action Suggests A Double Bottom Bear Trap In May</b></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/f9cd34df5e7b31c07693d1f5fae99ce7\" tg-width=\"640\" tg-height=\"340\" referrerpolicy=\"no-referrer\"/><span>NIO price chart (TradingView)</span></p><p>Our price action analysis indicates that a double bottom bear trap formed in NIO stock in May&#39;s sell-off. As a result, it has validated a potent downtrend reversal signal.</p><p>As a result, we are not surprised that NIO stock has rallied from its potent double bottom bear trap. Furthermore, it remains reasonably below its near-term resistance zone.</p><p>Therefore, we believe that our base case of a $22 near-term price target (PT) is achievable. Our bear case suggests a re-test of the near-term support of $13. But, we expect the bear trap to hold.</p><p><b>Is NIO Stock A Buy, Sell, Or Hold?</b></p><p>Admittedly our calls in NIO stock have been disappointing. We had previously omitted detailed price action analysis in NIO stock. However, we have reinstated the critical charting discipline from our previous article in our analysis.</p><p>Therefore, we are confident that NIO stock has formed its bottom, and investors can consider layering in. However, more conservative investors can await a potential re-test of its near-term support before adding exposure.</p><p>Our near-term PT of $22 implies a potential upside of 23%. However, we expect the stock to rally towards its intermediate resistance over the medium term.</p><p>Investors who need a higher margin of safety can consider watching for a re-test first (note there&#39;s no guarantee a re-test could occur). But, we think the risk/reward profile has improved significantly, given its constructive price action.</p><p>Therefore, <i>we reiterate our Speculative Buy rating on NIO stock</i>.</p><p><i>This article was written by JR Research</i></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>NIO: The Ultimate Bottom Has Occurred</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: The Ultimate Bottom Has Occurred\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-06-05 08:40 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4516306-nio-the-ultimate-bottom-has-occurred><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryNIO is scheduled to report its FQ1'22 earnings release on June 9. Investors are waiting for management's guidance on its outlook, given the massive disruption due to China's COVID lockdowns.NIO...</p>\n\n<a href=\"https://seekingalpha.com/article/4516306-nio-the-ultimate-bottom-has-occurred\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"09866":"蔚来-SW","NIO.SI":"蔚来","NIO":"蔚来"},"source_url":"https://seekingalpha.com/article/4516306-nio-the-ultimate-bottom-has-occurred","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"2240727323","content_text":"SummaryNIO is scheduled to report its FQ1'22 earnings release on June 9. Investors are waiting for management's guidance on its outlook, given the massive disruption due to China's COVID lockdowns.NIO's May 2022 delivery update also shows a marked improvement from April's numbers. It also highlighted robust order book visibility in May.Our price action analysis suggests a double bottom bear trap formed in NIO stock in the May sell-off. Therefore, we are confident that its bottom has occurred.We reiterate our Speculative Buy rating on NIO stock, with a near-term price target of $22 (an implied upside of 23%).Drew Angerer/Getty Images NewsInvestment ThesisNIO Inc. (NYSE:NIO) is slated to report its FQ1'22 earnings release on June 9, as investors anticipate the company's Q2 guidance given its recent May 2022 delivery update. We discussed in ourprevious article (Buy rating) that the market has already been looking forward to its H2'22 recovery, despite facing significant challenges in April due to the onset of the COVID lockdowns.NIO's May delivery numbers didn't impress. However, the company also emphasized that it will be ramping production from June, given the recent lifting of COVID lockdowns in China.Furthermore, our price action analysis suggests a double bottom bear trap occurred in the May sell-off. Consequently, we are confident NIO stock could have staged a sustained reversal of its downward bias, leading to the potential recovery of its upward momentum.Therefore, we reiterate our Speculative Buy rating on NIO stock. We urge investors to look forward and not backward as NIO continues to scale.May Deliveries Indicate A Sign Of BottomingNIO deliveries by month (Company filings)NIO delivered 7.02K of vehicles in May, up 4.6% YoY. Notably, it represented a 38.5% MoM increase from April. NIO also highlighted its optimism about improving its delivery cadence in June and accentuated significant order inflows in Shanghai in May. Therefore, we think investors can look forward to a strong outlook in June and urge investors to parse management's commentary in its upcoming Q1 call.The Chinese EV market remains a critical industry for the Chinese economy. Therefore, it was reported in the local media that the Chinese government has been deliberating plans to extend NEV subsidies that are set to expire by the end of 2022. The carnage brought upon by the COVID lockdowns has been massive on the Chinese economy and consumer confidence. Therefore, we believe China is not keen for its critical NEV adoption momentum to slow down while the NEV makers ramp up to compensate for their production gaps in April and May.The company has also been approved to sell its ES7, which should continue the strong momentum seen in its ET7. In addition, NIO's ET7 deliveries have already eclipsed its EC6, despite having started deliveries only in March. Therefore, we believe the new launches in H2'22 could lift NIO's order book visibility through FY23 as it refreshes its line-up.Estimates Suggest A H2'22 Revival Is On TrackNIO revenue change % consensus estimates (S&P Cap IQ)NIO adjusted EBIT change % consensus estimates (S&P Cap IQ)The consensus estimates also suggest that NIO's revenue growth could reach its nadir in FQ1 before recovering remarkably through H2'22. Furthermore, NIO is also charting its way towards adjusted EBIT profitability as it continues to scale.As long as China's COVID crisis does not worsen further, we believe the re-rating in NIO stock could be on the horizon. Notwithstanding, the company must continue executing well to demonstrate its ability to grow rapidly and improve its underlying economics.NIO revenue change % and adjusted EBIT margins % consensus estimates (By FY) (S&P Cap IQ)On an FY basis, the company is expected to post revenue growth of 73.9% in FY22, down from FY21's 122.3%. However, investors should expect slower growth through FY23.Notwithstanding, NIO should achieve adjusted EBIT breakeven in FY24 as it scales further. Given its underlying profitability, we have always regarded NIO as a speculative play, and we urge investors to consider our perspective.Price Action Suggests A Double Bottom Bear Trap In MayNIO price chart (TradingView)Our price action analysis indicates that a double bottom bear trap formed in NIO stock in May's sell-off. As a result, it has validated a potent downtrend reversal signal.As a result, we are not surprised that NIO stock has rallied from its potent double bottom bear trap. Furthermore, it remains reasonably below its near-term resistance zone.Therefore, we believe that our base case of a $22 near-term price target (PT) is achievable. Our bear case suggests a re-test of the near-term support of $13. But, we expect the bear trap to hold.Is NIO Stock A Buy, Sell, Or Hold?Admittedly our calls in NIO stock have been disappointing. We had previously omitted detailed price action analysis in NIO stock. However, we have reinstated the critical charting discipline from our previous article in our analysis.Therefore, we are confident that NIO stock has formed its bottom, and investors can consider layering in. However, more conservative investors can await a potential re-test of its near-term support before adding exposure.Our near-term PT of $22 implies a potential upside of 23%. However, we expect the stock to rally towards its intermediate resistance over the medium term.Investors who need a higher margin of safety can consider watching for a re-test first (note there's no guarantee a re-test could occur). But, we think the risk/reward profile has improved significantly, given its constructive price action.Therefore, we reiterate our Speculative Buy rating on NIO stock.This article was written by JR Research","news_type":1},"isVote":1,"tweetType":1,"viewCount":273,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9059043010,"gmtCreate":1654269128330,"gmtModify":1676535422886,"author":{"id":"3555995243932378","authorId":"3555995243932378","name":"Fishark","avatar":"https://community-static.tradeup.com/news/7e81706bdea5d6e67bd7db8a09640fe0","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3555995243932378","authorIdStr":"3555995243932378"},"themes":[],"htmlText":"What.... -.-","listText":"What.... -.-","text":"What.... -.-","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9059043010","repostId":"2240229855","repostType":2,"repost":{"id":"2240229855","kind":"highlight","pubTimestamp":1654268250,"share":"https://ttm.financial/m/news/2240229855?lang=&edition=fundamental","pubTime":"2022-06-03 22:57","market":"us","language":"en","title":"Micron Gets Rare \"Underweight\" Rating as PC Demand Slows","url":"https://stock-news.laohu8.com/highlight/detail?id=2240229855","media":"StreetInsider","summary":"Micron Technology's stock received a rare \"underweight\" rating from a brokerage due to the memory-ch","content":"<html><head></head><body><p>Micron Technology&#39;s stock received a rare &#34;underweight&#34; rating from a brokerage due to the memory-chip maker&#39;s heavy exposure to mobiles and PCs at a time when rising inflation forces consumers to rein in spending.</p><p>Micron shares were down 7.71% at $69.56 in early trading on Friday.</p><p><img src=\"https://static.tigerbbs.com/06c1ff1d7baabb0b010a2ac8ad6b57e9\" tg-width=\"814\" tg-height=\"813\" width=\"100%\" height=\"auto\"/></p><p>&#34;With the global economy expected to face headwinds, we are concerned about Micron&#39;s more than 50% exposure to consumer-like markets such as PCs, mobile, and other,&#34; Piper Sandler wrote in a note to clients.</p><p>The brokerage also expects the company&#39;s chip business that caters to the auto industry to suffer due to rising rates, a slowing economy, and the possibility of an excess inventory build.</p><p>Piper Sandler added that the Dynamic Random Access Memory (DRAM) market, which represents over 70% of the company&#39;s total revenue, had already started to see price declines for most configurations.</p><p>Micron&#39;s DRAM chips are widely used in data centres, personal computers and other devices.</p><p>Market research firm Counterpoint reported in April that global PC shipments were down 4.3% in the first quarter of 2022, as the war in Ukraine and China&#39;s lockdowns pressured already fragile supply chains and added to shortages of components.</p><p>Global smartphone shipments are expected to decline 3.5% this year, according to IDC.</p><p>&#34;While we do feel the company has done an outstanding job to reduce its cost structure and remain financially disciplined, we continue to view memory as largely a commodity market compared to the rest of our universe. As a result, we do feel Micron is likely to underperform,&#34; Piper Sandler said.</p><p>The brokerage, however, expressed confidence in the company&#39;s data centre business, which represents less than 30% of revenue.</p><p>It cut Micron&#39;s price target by $20 to $70.</p></body></html>","source":"highlight_streetinsider","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>Micron Gets Rare \"Underweight\" Rating as PC Demand Slows</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\">\nMicron Gets Rare \"Underweight\" Rating as PC Demand Slows\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-06-03 22:57 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.streetinsider.com/dr/news.php?id=20172127><strong>StreetInsider</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Micron Technology's stock received a rare \"underweight\" rating from a brokerage due to the memory-chip maker's heavy exposure to mobiles and PCs at a time when rising inflation forces consumers to ...</p>\n\n<a href=\"https://www.streetinsider.com/dr/news.php?id=20172127\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"MU":"美光科技"},"source_url":"https://www.streetinsider.com/dr/news.php?id=20172127","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2240229855","content_text":"Micron Technology's stock received a rare \"underweight\" rating from a brokerage due to the memory-chip maker's heavy exposure to mobiles and PCs at a time when rising inflation forces consumers to rein in spending.Micron shares were down 7.71% at $69.56 in early trading on Friday.\"With the global economy expected to face headwinds, we are concerned about Micron's more than 50% exposure to consumer-like markets such as PCs, mobile, and other,\" Piper Sandler wrote in a note to clients.The brokerage also expects the company's chip business that caters to the auto industry to suffer due to rising rates, a slowing economy, and the possibility of an excess inventory build.Piper Sandler added that the Dynamic Random Access Memory (DRAM) market, which represents over 70% of the company's total revenue, had already started to see price declines for most configurations.Micron's DRAM chips are widely used in data centres, personal computers and other devices.Market research firm Counterpoint reported in April that global PC shipments were down 4.3% in the first quarter of 2022, as the war in Ukraine and China's lockdowns pressured already fragile supply chains and added to shortages of components.Global smartphone shipments are expected to decline 3.5% this year, according to IDC.\"While we do feel the company has done an outstanding job to reduce its cost structure and remain financially disciplined, we continue to view memory as largely a commodity market compared to the rest of our universe. As a result, we do feel Micron is likely to underperform,\" Piper Sandler said.The brokerage, however, expressed confidence in the company's data centre business, which represents less than 30% of revenue.It cut Micron's price target by $20 to $70.","news_type":1},"isVote":1,"tweetType":1,"viewCount":214,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9069978158,"gmtCreate":1651227388728,"gmtModify":1676534874143,"author":{"id":"3555995243932378","authorId":"3555995243932378","name":"Fishark","avatar":"https://community-static.tradeup.com/news/7e81706bdea5d6e67bd7db8a09640fe0","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3555995243932378","authorIdStr":"3555995243932378"},"themes":[],"htmlText":"About time..","listText":"About time..","text":"About time..","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9069978158","repostId":"1123864120","repostType":2,"isVote":1,"tweetType":1,"viewCount":102,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9060770058,"gmtCreate":1651197375237,"gmtModify":1676534868957,"author":{"id":"3555995243932378","authorId":"3555995243932378","name":"Fishark","avatar":"https://community-static.tradeup.com/news/7e81706bdea5d6e67bd7db8a09640fe0","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3555995243932378","authorIdStr":"3555995243932378"},"themes":[],"htmlText":"): time to let go?","listText":"): time to let go?","text":"): time to let go?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9060770058","repostId":"2230408224","repostType":2,"repost":{"id":"2230408224","kind":"highlight","pubTimestamp":1651157900,"share":"https://ttm.financial/m/news/2230408224?lang=&edition=fundamental","pubTime":"2022-04-28 22:58","market":"us","language":"en","title":"Why Teladoc Health's Latest Earnings Call Was So Disappointing","url":"https://stock-news.laohu8.com/highlight/detail?id=2230408224","media":"Motley Fool","summary":"An enormous write-down on its chronic-care business is just part of the problem.","content":"<html><head></head><body><p>Quick: Somebody call a virtual doctor! The stock market just pushed America&#39;s leading telehealth business down a flight of stairs.</p><p>Shares of <b>Teladoc Health</b> fell hard after U.S. stock markets closed on Wednesday in response to a dismal first-quarter earnings call. The company was able to report total revenue that soared 25% year over year, but the market is responding to signs of trouble that aren&#39;t apparent until you look past the headline numbers.</p><p>Here&#39;s why investment bank analysts quickly lined up to downgrade the already embattled telehealth stock.</p><h2>A chronic disaster</h2><p>Using smartphones to connect patients with doctors is a minor challenge that at least a dozen of Teladoc&#39;s competitors can handle. With this fear of commoditization in mind, Teladoc Health boldly acquired a chronic-care management business called Livongo Health for $18.5 billion in 2020.</p><p>Just before the acquisition, Livongo was growing by leaps and bounds. On Sept. 30, 2020, Livongo for Diabetes had 442,000 members, which was 113% more than it had a year earlier.</p><p class=\"t-img-caption\"><img src=\"https://g.foolcdn.com/image/?url=https%3A%2F%2Fg.foolcdn.com%2Feditorial%2Fimages%2F676616%2Fchronic-care-membership-following-the-acquisition-of-livongo.png&amp;w=700&amp;op=resize\" tg-width=\"700\" tg-height=\"432\" width=\"100%\" height=\"auto\"/><span>Data source: Teladoc Health. Chart by author.</span></p><p>Livongo had already begun expanding from its flagship diabetes service to blood pressure management and weight loss at the time of the acquisition. Despite having a lot more resources to work with than Livongo did, Teladoc hasn&#39;t been able to repeat Livongo&#39;s success. In fact, chronic-care membership has slowed down so much that the company had to record a whopping $6.6 billion impairment charge related to the Livongo acquisition.</p><h2>BetterHelp needs help</h2><p>Teladoc Health&#39;s chronic-care numbers have been disappointing for over a year. But BetterHelp, its mental health segment, was until recently making big gains. Unfortunately, the company is losing ground to well-funded competitors that keep entering the market.</p><p>For example, <b>Talkspace</b> went public in a $1.4 billion deal with a special purpose acquisition company (SPAC) last year.</p><p>When reporting first-quarter results, Teladoc Health walked back the forward-looking guidance it provided three months earlier. Instead of revenue rising to a range between $2.55 billion and $2.65 billion, the company told investors to expect between $2.4 billion and $2.5 billion in top-line sales. According to management, investing in heavy advertising for BetterHelp has been delivering lower returns than it used to. Specifically, the company complained about increasing competition for keywords associated with online therapy.</p><h2>More trouble ahead</h2><p>Teladoc Health is the largest independent telehealth business in America, but it&#39;s competing with some deep-pocketed giants of the healthcare-benefits management industry that want their members to see the physicians they employ.</p><p>For example, <b>CVS Health</b> acquired Aetna a few years ago, and it also operates MinuteClinics in many of its pharmacies that also offer virtual visits. CVS Health would never say so in so many words, but it has a lot to gain when Aetna members visit physicians employed by a CVS MinuteClinic versus Teladoc Health.</p><p>Cash flow generated by CVS Health&#39;s highly integrated operations reached a whopping $18.3 billion last year, and the company expects between $12.5 billion and $13 billion this year. In stark contrast, cash from Teladoc Health&#39;s operations came in below $200 million last year and slid back into negative territory in the first quarter of 2022.</p><p>Teladoc Health may be the largest pure-play business in the telehealth industry, but we still don&#39;t know if it can compete with giant healthcare benefits managers and a slew of smaller upstarts at the same time. It&#39;s probably a good idea to watch the company&#39;s story play out from a safe distance until we see signs it can compete in a rapidly shifting market for telehealth services.</p></body></html>","source":"fool_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Why Teladoc Health's Latest Earnings Call Was So Disappointing</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nWhy Teladoc Health's Latest Earnings Call Was So Disappointing\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-04-28 22:58 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2022/04/28/why-teladoc-healths-latest-earnings-call-was-so-di/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Quick: Somebody call a virtual doctor! The stock market just pushed America's leading telehealth business down a flight of stairs.Shares of Teladoc Health fell hard after U.S. stock markets closed on ...</p>\n\n<a href=\"https://www.fool.com/investing/2022/04/28/why-teladoc-healths-latest-earnings-call-was-so-di/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TDOC":"Teladoc Health Inc."},"source_url":"https://www.fool.com/investing/2022/04/28/why-teladoc-healths-latest-earnings-call-was-so-di/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2230408224","content_text":"Quick: Somebody call a virtual doctor! The stock market just pushed America's leading telehealth business down a flight of stairs.Shares of Teladoc Health fell hard after U.S. stock markets closed on Wednesday in response to a dismal first-quarter earnings call. The company was able to report total revenue that soared 25% year over year, but the market is responding to signs of trouble that aren't apparent until you look past the headline numbers.Here's why investment bank analysts quickly lined up to downgrade the already embattled telehealth stock.A chronic disasterUsing smartphones to connect patients with doctors is a minor challenge that at least a dozen of Teladoc's competitors can handle. With this fear of commoditization in mind, Teladoc Health boldly acquired a chronic-care management business called Livongo Health for $18.5 billion in 2020.Just before the acquisition, Livongo was growing by leaps and bounds. On Sept. 30, 2020, Livongo for Diabetes had 442,000 members, which was 113% more than it had a year earlier.Data source: Teladoc Health. Chart by author.Livongo had already begun expanding from its flagship diabetes service to blood pressure management and weight loss at the time of the acquisition. Despite having a lot more resources to work with than Livongo did, Teladoc hasn't been able to repeat Livongo's success. In fact, chronic-care membership has slowed down so much that the company had to record a whopping $6.6 billion impairment charge related to the Livongo acquisition.BetterHelp needs helpTeladoc Health's chronic-care numbers have been disappointing for over a year. But BetterHelp, its mental health segment, was until recently making big gains. Unfortunately, the company is losing ground to well-funded competitors that keep entering the market.For example, Talkspace went public in a $1.4 billion deal with a special purpose acquisition company (SPAC) last year.When reporting first-quarter results, Teladoc Health walked back the forward-looking guidance it provided three months earlier. Instead of revenue rising to a range between $2.55 billion and $2.65 billion, the company told investors to expect between $2.4 billion and $2.5 billion in top-line sales. According to management, investing in heavy advertising for BetterHelp has been delivering lower returns than it used to. Specifically, the company complained about increasing competition for keywords associated with online therapy.More trouble aheadTeladoc Health is the largest independent telehealth business in America, but it's competing with some deep-pocketed giants of the healthcare-benefits management industry that want their members to see the physicians they employ.For example, CVS Health acquired Aetna a few years ago, and it also operates MinuteClinics in many of its pharmacies that also offer virtual visits. CVS Health would never say so in so many words, but it has a lot to gain when Aetna members visit physicians employed by a CVS MinuteClinic versus Teladoc Health.Cash flow generated by CVS Health's highly integrated operations reached a whopping $18.3 billion last year, and the company expects between $12.5 billion and $13 billion this year. In stark contrast, cash from Teladoc Health's operations came in below $200 million last year and slid back into negative territory in the first quarter of 2022.Teladoc Health may be the largest pure-play business in the telehealth industry, but we still don't know if it can compete with giant healthcare benefits managers and a slew of smaller upstarts at the same time. It's probably a good idea to watch the company's story play out from a safe distance until we see signs it can compete in a rapidly shifting market for telehealth services.","news_type":1},"isVote":1,"tweetType":1,"viewCount":434,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9011382296,"gmtCreate":1648818959634,"gmtModify":1676534404107,"author":{"id":"3555995243932378","authorId":"3555995243932378","name":"Fishark","avatar":"https://community-static.tradeup.com/news/7e81706bdea5d6e67bd7db8a09640fe0","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3555995243932378","authorIdStr":"3555995243932378"},"themes":[],"htmlText":"That's awesome news!&nbsp;[Happy]&nbsp;","listText":"That's awesome news!&nbsp;[Happy]&nbsp;","text":"That's awesome news! [Happy]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9011382296","repostId":"1152761105","repostType":2,"isVote":1,"tweetType":1,"viewCount":267,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9013053187,"gmtCreate":1648656277788,"gmtModify":1676534373102,"author":{"id":"3555995243932378","authorId":"3555995243932378","name":"Fishark","avatar":"https://community-static.tradeup.com/news/7e81706bdea5d6e67bd7db8a09640fe0","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3555995243932378","authorIdStr":"3555995243932378"},"themes":[],"htmlText":"Nio way! (Pun intended)&nbsp;[Tongue]&nbsp;","listText":"Nio way! (Pun intended)&nbsp;[Tongue]&nbsp;","text":"Nio way! (Pun intended) [Tongue]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9013053187","repostId":"2223950802","repostType":2,"repost":{"id":"2223950802","kind":"highlight","pubTimestamp":1648649952,"share":"https://ttm.financial/m/news/2223950802?lang=&edition=fundamental","pubTime":"2022-03-30 22:19","market":"us","language":"en","title":"Why Cathie Wood Just Dumped Tesla for This Hot EV Stock","url":"https://stock-news.laohu8.com/highlight/detail?id=2223950802","media":"Motley Fool","summary":"Cathie Wood makes a big move and buy Nio stock for the first time.","content":"<html><head></head><body><p>Famed investor Cathie Wood is a bull on electric vehicles (EVs), as the industry fits her policy of investing in disruption and innovation growth stories, including autonomous technology. In a recent interview  with <i>Barron&#39;s</i>, Wood even predicted EV sales to grow from 4.8 million units in 2021 to 40 million units in 2026.</p><p>Wood owns several EV stocks, but the one that&#39;s stood out so far is industry leader <b>Tesla</b>. Tesla is, in fact, Wood&#39;s largest holding -- the stock constituted 7.54% across all of Ark Invest&#39;s family of exchange-traded funds (Pacer Swan SOS Fund of Funds ETFs) as of March 28.</p><p>Yet, that&#39;s after Wood sold nearly 146,000 shares in Tesla on March 25. The last time Wood sold Tesla shares was in January.</p><p>What&#39;s even more surprising, though, is the EV stock Wood bought same day: <b>Nio</b>. The <b>Ark Autonomous Technology &amp; Robotics ETF</b> (ARKQ) reported a purchase transaction of 420,057 shares of Nio on March 25.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/bb11f4ff477a5aa657c946261c8b83da\" tg-width=\"700\" tg-height=\"393\" referrerpolicy=\"no-referrer\"/><span>Image source: Getty Images.</span></p><p>To be sure, trimming her Tesla position doesn&#39;t necessarily mean Wood&#39;s conviction on the stock has lessened. Yet the fact that she bought Nio stock for the first time ever deserves a lot more attention from investors as it confirms Wood&#39;s conviction in the Chinese EV stock.</p><h2>Why Nio caught Cathie Wood&#39;s attention</h2><p>Wood&#39;s interest in Tesla shouldn&#39;t come as a surprise. The company&#39;s foothold in the EV industry is hard to match and even catch up with, as Tesla already has nearly a million cars out on the roads and its sales have grown exponentially in recent years.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/b2f525e4ebb4e2c40e0150bcf01ec7b9\" tg-width=\"700\" tg-height=\"700\" referrerpolicy=\"no-referrer\"/><span>Image source: Statista.</span></p><p>Yet competition is heating up, and Wood seemingly doesn&#39;t want miss any opportunity EV companies other than Tesla can bring to the table. Nio is, in fact, often called the &#34;Tesla of China&#34; and has even said it aims to sell better products than Tesla but at lower costs.</p><p>The fact that Wood bought Nio stock just one day after the company&#39;s fourth-quarter and full-year 2021 earnings release suggests something in the report caught Wood&#39;s attention. I believe it&#39;s the EV maker&#39;s growth plans.</p><h2>Nio&#39;s big plans</h2><p>Nio expects to deliver 25,000-26,000 vehicles in the first quarter. That&#39;s roughly flat sequentially at the lower end of the guidance range and reflects the severe supply constraints facing the company.</p><p>Yet Nio isn&#39;t worried as much yet and has ruled out any plans to raise vehicle prices to pass on higher costs to consumers for now. Tesla, in contrast, recently raised prices of its EVs twice within a matter of days.</p><p>More importantly, despite the challenges, Nio is sticking with its plans to launch three EVs this year. The company is on track so far, having started deliveries of its flagship sedan, the ET7, on March 28. Nio plans to launch its first SUV, the ES7, in the coming weeks and its midsize sedan, the ET5, later in the year.</p><p>Nio&#39;s revenue should grow as it expands its product portfolio. In 2021, Nio generated $5.6 billion in revenue backed by deliveries of 91,429 vehicles. And Nio has already set foot outside of China and is targeting one of the world&#39;s largest EV markets next: Europe. Nio will enter at least four countries in Europe this year.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/e327e3b1a66f10690e5ef105a1177dc3\" tg-width=\"700\" tg-height=\"520\" referrerpolicy=\"no-referrer\"/><span>Image source: Statista.</span></p><p>In the long term, Nio plans to create a mass-market brand to build affordable EVs ranging between $30,000 to $50,000 per car.</p><h2>Path to profitability</h2><p>As a company that has its eyes set set on two of the world&#39;s largest EV markets, the growth potential for Nio is huge if can deliver on its plans. Nio also has a solid competitive advantage over its peers that could give it a lead especially during these inflationary times: its battery-as-a-service (BaaS) program.</p><p>BaaS offers potential customers the option to save thousands of dollars by buying cars without batteries and instead paying a monthly subscription fee to swap and charge batteries on demand at Nio&#39;s swap stations. As of March 20, Nio had 864 battery swap stations and 760 supercharging stations in China, according to new energy vehicle (NEV)-focused website CnEvPost.</p><p>Nio&#39;s agility was also on full display when it quickly listed its stock in Hong Kong in early March as the threat of having Chinese stocks delisted from the U.S. deepened.</p><p>Most importantly, Nio just said it could break even as early as the fourth quarter of 2023 and deliver its first full year of profit in 2024.</p><p>In an industry where scaling up production profitably is an uphill task, Nio sounds confident about its capabilities. That&#39;s what seems to have caught Cathie Wood&#39;s attention, and she evidently bought the dip in this hot EV stock.</p></body></html>","source":"fool_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Why Cathie Wood Just Dumped Tesla for This Hot EV Stock</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nWhy Cathie Wood Just Dumped Tesla for This Hot EV Stock\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-03-30 22:19 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2022/03/30/why-cathie-wood-dumped-tesla-for-this-hot-ev-stock/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Famed investor Cathie Wood is a bull on electric vehicles (EVs), as the industry fits her policy of investing in disruption and innovation growth stories, including autonomous technology. In a recent ...</p>\n\n<a href=\"https://www.fool.com/investing/2022/03/30/why-cathie-wood-dumped-tesla-for-this-hot-ev-stock/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4511":"特斯拉概念","BK4099":"汽车制造商","TSLA":"特斯拉","BK4574":"无人驾驶","BK4555":"新能源车","BK4550":"红杉资本持仓","BK4551":"寇图资本持仓","NIO":"蔚来","BK4548":"巴美列捷福持仓","BK4527":"明星科技股","BK4534":"瑞士信贷持仓","BK4581":"高盛持仓","BK4533":"AQR资本管理(全球第二大对冲基金)"},"source_url":"https://www.fool.com/investing/2022/03/30/why-cathie-wood-dumped-tesla-for-this-hot-ev-stock/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2223950802","content_text":"Famed investor Cathie Wood is a bull on electric vehicles (EVs), as the industry fits her policy of investing in disruption and innovation growth stories, including autonomous technology. In a recent interview  with Barron's, Wood even predicted EV sales to grow from 4.8 million units in 2021 to 40 million units in 2026.Wood owns several EV stocks, but the one that's stood out so far is industry leader Tesla. Tesla is, in fact, Wood's largest holding -- the stock constituted 7.54% across all of Ark Invest's family of exchange-traded funds (Pacer Swan SOS Fund of Funds ETFs) as of March 28.Yet, that's after Wood sold nearly 146,000 shares in Tesla on March 25. The last time Wood sold Tesla shares was in January.What's even more surprising, though, is the EV stock Wood bought same day: Nio. The Ark Autonomous Technology & Robotics ETF (ARKQ) reported a purchase transaction of 420,057 shares of Nio on March 25.Image source: Getty Images.To be sure, trimming her Tesla position doesn't necessarily mean Wood's conviction on the stock has lessened. Yet the fact that she bought Nio stock for the first time ever deserves a lot more attention from investors as it confirms Wood's conviction in the Chinese EV stock.Why Nio caught Cathie Wood's attentionWood's interest in Tesla shouldn't come as a surprise. The company's foothold in the EV industry is hard to match and even catch up with, as Tesla already has nearly a million cars out on the roads and its sales have grown exponentially in recent years.Image source: Statista.Yet competition is heating up, and Wood seemingly doesn't want miss any opportunity EV companies other than Tesla can bring to the table. Nio is, in fact, often called the \"Tesla of China\" and has even said it aims to sell better products than Tesla but at lower costs.The fact that Wood bought Nio stock just one day after the company's fourth-quarter and full-year 2021 earnings release suggests something in the report caught Wood's attention. I believe it's the EV maker's growth plans.Nio's big plansNio expects to deliver 25,000-26,000 vehicles in the first quarter. That's roughly flat sequentially at the lower end of the guidance range and reflects the severe supply constraints facing the company.Yet Nio isn't worried as much yet and has ruled out any plans to raise vehicle prices to pass on higher costs to consumers for now. Tesla, in contrast, recently raised prices of its EVs twice within a matter of days.More importantly, despite the challenges, Nio is sticking with its plans to launch three EVs this year. The company is on track so far, having started deliveries of its flagship sedan, the ET7, on March 28. Nio plans to launch its first SUV, the ES7, in the coming weeks and its midsize sedan, the ET5, later in the year.Nio's revenue should grow as it expands its product portfolio. In 2021, Nio generated $5.6 billion in revenue backed by deliveries of 91,429 vehicles. And Nio has already set foot outside of China and is targeting one of the world's largest EV markets next: Europe. Nio will enter at least four countries in Europe this year.Image source: Statista.In the long term, Nio plans to create a mass-market brand to build affordable EVs ranging between $30,000 to $50,000 per car.Path to profitabilityAs a company that has its eyes set set on two of the world's largest EV markets, the growth potential for Nio is huge if can deliver on its plans. Nio also has a solid competitive advantage over its peers that could give it a lead especially during these inflationary times: its battery-as-a-service (BaaS) program.BaaS offers potential customers the option to save thousands of dollars by buying cars without batteries and instead paying a monthly subscription fee to swap and charge batteries on demand at Nio's swap stations. As of March 20, Nio had 864 battery swap stations and 760 supercharging stations in China, according to new energy vehicle (NEV)-focused website CnEvPost.Nio's agility was also on full display when it quickly listed its stock in Hong Kong in early March as the threat of having Chinese stocks delisted from the U.S. deepened.Most importantly, Nio just said it could break even as early as the fourth quarter of 2023 and deliver its first full year of profit in 2024.In an industry where scaling up production profitably is an uphill task, Nio sounds confident about its capabilities. That's what seems to have caught Cathie Wood's attention, and she evidently bought the dip in this hot EV stock.","news_type":1},"isVote":1,"tweetType":1,"viewCount":318,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9010452936,"gmtCreate":1648457358418,"gmtModify":1676534340054,"author":{"id":"3555995243932378","authorId":"3555995243932378","name":"Fishark","avatar":"https://community-static.tradeup.com/news/7e81706bdea5d6e67bd7db8a09640fe0","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3555995243932378","authorIdStr":"3555995243932378"},"themes":[],"htmlText":"Oh come on... We need better news ):","listText":"Oh come on... We need better news ):","text":"Oh come on... We need better news ):","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9010452936","repostId":"1181980291","repostType":4,"repost":{"id":"1181980291","kind":"news","pubTimestamp":1648453709,"share":"https://ttm.financial/m/news/1181980291?lang=&edition=fundamental","pubTime":"2022-03-28 15:48","market":"us","language":"en","title":"XPeng Earnings Are Coming Monday. Here’s What To Expect.","url":"https://stock-news.laohu8.com/highlight/detail?id=1181980291","media":"Barrons","summary":"Chinese electric vehicle maker XPeng will report fourth quarter numbers Monday morning. Weary invest","content":"<html><head></head><body><p>Chinese electric vehicle maker XPeng will report fourth quarter numbers Monday morning. Weary investors will be looking for good news. They might not get it.</p><p>Coming into the report, XPeng (ticker: XPEV) stock has been badly beaten up. Shares are down about 46% year to date, far worse then the 5% and 4% comparable, respective drops of the S&amp;P 500 and Dow Jones Industrial Average.</p><p>Rising interest rates and inflation have sapped some investor willingness to hold richly valued high growth stocks. But that isn’t all that’s happened to Chinese EV makers. Stock in EV leader Tesla (TSLA), after all, is only down about 4% year to date.</p><p>Fears about U.S. delisting of Chinese stocks is another issue. Fears started to rise again earlier in March after the SEC identified five U.S. listed Chinese firms that didn’t meet U.S. auditing requirements. None were Chinese EV makers.</p><p>And falling deliveries at XPeng, Li Auto (LI) and NIO (NIO) have also dented investor sentiment. EV deliveries hit records in China at the end of 2021, just before purchase incentives were cut.  Combined deliveries came in around 20,000 units for February, down from more than 40,000 reported in December, although February includes the Chinese New Year holiday which skews comparability.</p><p>For XPeng’s fourth quarter, Wall Street is looking for a 38 cent per share loss from $1.28 billion in sales. Gross profit margins are expected to be about 12.6%, down from 14.4% reported in the third quarter of 2021. Falling deliveries and rising costs are two reasons margins are expected to come in a little.</p><p>Looking ahead, analysts project the company will deliver about 38,000 vehicles in the first quarter of 2022. XPeng delivered just over 19,000 vehicles in January and February combined, meaning analyst expect 19,000 delivered in March. That might be a high bar to clear given persistent supply chain problems such as semiconductor shortages.</p><p>XPeng delivered 16,000 vehicles in December. That was a record month for the auto maker.</p><p>Options markets imply the stock will move 10%, up or down, after earnings are reported. That is more volatile than trading following recent reports. Shares have moved an average of roughly 4%, up or down, following the past four quarterly reports. Shares have fallen three times and risen once after the past four reports.</p><p>NIO reported earnings this past week. First quarter delivery guidance missed Street expectations and shares fell 9.4%. That may have helped de-risk the XPeng quarter, however. XPeng shares dropped 7.6% Friday, the trading session after NIO reported figures.</p></body></html>","source":"lsy1601382232898","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>XPeng Earnings Are Coming Monday. Here’s What To Expect.</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\">\nXPeng Earnings Are Coming Monday. Here’s What To Expect.\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-03-28 15:48 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.barrons.com/articles/xpeng-earnings-are-coming-monday-heres-what-to-expect-51648390999?mod=hp_LATEST><strong>Barrons</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Chinese electric vehicle maker XPeng will report fourth quarter numbers Monday morning. Weary investors will be looking for good news. They might not get it.Coming into the report, XPeng (ticker: XPEV...</p>\n\n<a href=\"https://www.barrons.com/articles/xpeng-earnings-are-coming-monday-heres-what-to-expect-51648390999?mod=hp_LATEST\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"09868":"小鹏汽车-W","XPEV":"小鹏汽车"},"source_url":"https://www.barrons.com/articles/xpeng-earnings-are-coming-monday-heres-what-to-expect-51648390999?mod=hp_LATEST","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1181980291","content_text":"Chinese electric vehicle maker XPeng will report fourth quarter numbers Monday morning. Weary investors will be looking for good news. They might not get it.Coming into the report, XPeng (ticker: XPEV) stock has been badly beaten up. Shares are down about 46% year to date, far worse then the 5% and 4% comparable, respective drops of the S&P 500 and Dow Jones Industrial Average.Rising interest rates and inflation have sapped some investor willingness to hold richly valued high growth stocks. But that isn’t all that’s happened to Chinese EV makers. Stock in EV leader Tesla (TSLA), after all, is only down about 4% year to date.Fears about U.S. delisting of Chinese stocks is another issue. Fears started to rise again earlier in March after the SEC identified five U.S. listed Chinese firms that didn’t meet U.S. auditing requirements. None were Chinese EV makers.And falling deliveries at XPeng, Li Auto (LI) and NIO (NIO) have also dented investor sentiment. EV deliveries hit records in China at the end of 2021, just before purchase incentives were cut.  Combined deliveries came in around 20,000 units for February, down from more than 40,000 reported in December, although February includes the Chinese New Year holiday which skews comparability.For XPeng’s fourth quarter, Wall Street is looking for a 38 cent per share loss from $1.28 billion in sales. Gross profit margins are expected to be about 12.6%, down from 14.4% reported in the third quarter of 2021. Falling deliveries and rising costs are two reasons margins are expected to come in a little.Looking ahead, analysts project the company will deliver about 38,000 vehicles in the first quarter of 2022. XPeng delivered just over 19,000 vehicles in January and February combined, meaning analyst expect 19,000 delivered in March. That might be a high bar to clear given persistent supply chain problems such as semiconductor shortages.XPeng delivered 16,000 vehicles in December. That was a record month for the auto maker.Options markets imply the stock will move 10%, up or down, after earnings are reported. That is more volatile than trading following recent reports. Shares have moved an average of roughly 4%, up or down, following the past four quarterly reports. Shares have fallen three times and risen once after the past four reports.NIO reported earnings this past week. First quarter delivery guidance missed Street expectations and shares fell 9.4%. That may have helped de-risk the XPeng quarter, however. XPeng shares dropped 7.6% Friday, the trading session after NIO reported figures.","news_type":1},"isVote":1,"tweetType":1,"viewCount":390,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":838175313,"gmtCreate":1629383154632,"gmtModify":1676530023672,"author":{"id":"3555995243932378","authorId":"3555995243932378","name":"Fishark","avatar":"https://community-static.tradeup.com/news/7e81706bdea5d6e67bd7db8a09640fe0","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3555995243932378","authorIdStr":"3555995243932378"},"themes":[],"htmlText":"Good time to accumulate","listText":"Good time to accumulate","text":"Good time to accumulate","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/838175313","repostId":"1167927608","repostType":4,"isVote":1,"tweetType":1,"viewCount":501,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":891233872,"gmtCreate":1628390346996,"gmtModify":1703505710311,"author":{"id":"3555995243932378","authorId":"3555995243932378","name":"Fishark","avatar":"https://community-static.tradeup.com/news/7e81706bdea5d6e67bd7db8a09640fe0","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3555995243932378","authorIdStr":"3555995243932378"},"themes":[],"htmlText":"Doubt so..","listText":"Doubt so..","text":"Doubt so..","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/891233872","repostId":"1159872041","repostType":4,"repost":{"id":"1159872041","kind":"news","pubTimestamp":1628385224,"share":"https://ttm.financial/m/news/1159872041?lang=&edition=fundamental","pubTime":"2021-08-08 09:13","market":"us","language":"en","title":"Tesla Stock: Headed to $1,200?","url":"https://stock-news.laohu8.com/highlight/detail?id=1159872041","media":"Motley Fool","summary":"Tesla deliveries more than doubled year over year in Q2.Rising demand for electric vehicles could benefit Tesla.Investors should exercise caution when it comes to analysts' price targets.It's been a wild year for Teslastock. When the year started, shares initially surged more than 20%. But the stock has now given up all of those gains, with a year-to-date return of negative 1%. This means the stock has significantly underperformed the S&P 500's 18% gain this year.In February,Piper Sandler analys","content":"<p><b>Key Points</b></p>\n<ul>\n <li>Tesla deliveries more than doubled year over year in Q2.</li>\n <li>Rising demand for electric vehicles could benefit Tesla.</li>\n <li>Investors should exercise caution when it comes to analysts' price targets.</li>\n</ul>\n<p>It's been a wild year for&nbsp;<b>Tesla</b>(NASDAQ:TSLA)stock. When the year started, shares initially surged more than 20%. But the stock has now given up all of those gains, with a year-to-date return of negative 1%. This means the stock has significantly underperformed the&nbsp;<b>S&amp;P 500</b>'s 18% gain this year.</p>\n<p>But one analyst thinks the stock could take off.</p>\n<p><b>\"We still really like this stock.\"</b></p>\n<p>In February,<b>Piper Sandler</b>&nbsp;analyst Alexander Pottermade a bold call, boosting his 12-month price target for thegrowth stockfrom $515 to $1,200. He said Tesla deliveries could increase from 500,000 vehicles in 2020 to nearly 900,000 this year. Of course, this projection was made before global supply shortages worsened. Nevertheless, Tesla is growing extremely rapidly. The company's second-quarter deliveries more than doubled compared to the year-ago quarter, rising to 201,304.</p>\n<p>Following Tesla's second-quarter earnings release late last month, the analyst reiterated this target, noting that the company looks poised to benefit from market share gains, the monetization of the company's Autopilot software, and \"underappreciated opportunities\" in Tesla's energy business, which includes revenue from battery energy storage and solar energy generation products.</p>\n<p>Further, Potter pointed to Tesla's strong second-quarter operating margin of 11%, which he expects will see incremental improvement from Tesla's recently launched Autopilot subscription.</p>\n<p>On Aug. 3, Potter once again reiterated an overweight rating on the stock and a $1,200 price target, saying \"We still really like this stock.\" He pointed to growing demand for battery electric vehicles overall.</p>\n<p><b>So what gives?</b></p>\n<p>If shares could truly rise to $1,200, why do so many investors seem to think the stock is worth so much less (based on the stock's price of just under $700 at the time of this writing). After all, if $1,200 was generally viewed by investors as a likely outcome for Tesla stock within the next 12 months, shares would be trading significantly higher today.</p>\n<p>The issue boils down to the stock's forward-looking valuation. With a price-to-earnings ratio of about 370 at the time of this writing, Tesla shares are largely priced for strong growth for years to come. Since the company's valuation is based largely on profits far into the future, slight variances in views for Tesla's future growth trajectory yield dramatically different assumptions about the stock's intrinsic value today.</p>\n<p>Investors, therefore, shouldn't be quick to buy Tesla stock just because one analyst has a high price target for shares. Still, Potter does notably have some good points about Tesla's strong business momentum. Even Tesla itself reiterated guidance for vehicle deliveries to grow more than 50% this year -- and that guidance was provided during a time that many companies around the world (including Tesla) are negatively impacted by supply chain shortages. Further, Tesla management noted in its second-quarter update that demand for its vehicles was at an all-time high going into Q3.</p>\n<p>While a $1,200 price target for Tesla stock would be difficult to justify, shares may be trading low enough for investors to start a small position in the stock.</p>\n<p></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Tesla Stock: Headed to $1,200?</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nTesla Stock: Headed to $1,200?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-08-08 09:13 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2021/08/07/tesla-stock-headed-to-1200/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Key Points\n\nTesla deliveries more than doubled year over year in Q2.\nRising demand for electric vehicles could benefit Tesla.\nInvestors should exercise caution when it comes to analysts' price targets...</p>\n\n<a href=\"https://www.fool.com/investing/2021/08/07/tesla-stock-headed-to-1200/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TSLA":"特斯拉"},"source_url":"https://www.fool.com/investing/2021/08/07/tesla-stock-headed-to-1200/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1159872041","content_text":"Key Points\n\nTesla deliveries more than doubled year over year in Q2.\nRising demand for electric vehicles could benefit Tesla.\nInvestors should exercise caution when it comes to analysts' price targets.\n\nIt's been a wild year for Tesla(NASDAQ:TSLA)stock. When the year started, shares initially surged more than 20%. But the stock has now given up all of those gains, with a year-to-date return of negative 1%. This means the stock has significantly underperformed the S&P 500's 18% gain this year.\nBut one analyst thinks the stock could take off.\n\"We still really like this stock.\"\nIn February,Piper Sandler analyst Alexander Pottermade a bold call, boosting his 12-month price target for thegrowth stockfrom $515 to $1,200. He said Tesla deliveries could increase from 500,000 vehicles in 2020 to nearly 900,000 this year. Of course, this projection was made before global supply shortages worsened. Nevertheless, Tesla is growing extremely rapidly. The company's second-quarter deliveries more than doubled compared to the year-ago quarter, rising to 201,304.\nFollowing Tesla's second-quarter earnings release late last month, the analyst reiterated this target, noting that the company looks poised to benefit from market share gains, the monetization of the company's Autopilot software, and \"underappreciated opportunities\" in Tesla's energy business, which includes revenue from battery energy storage and solar energy generation products.\nFurther, Potter pointed to Tesla's strong second-quarter operating margin of 11%, which he expects will see incremental improvement from Tesla's recently launched Autopilot subscription.\nOn Aug. 3, Potter once again reiterated an overweight rating on the stock and a $1,200 price target, saying \"We still really like this stock.\" He pointed to growing demand for battery electric vehicles overall.\nSo what gives?\nIf shares could truly rise to $1,200, why do so many investors seem to think the stock is worth so much less (based on the stock's price of just under $700 at the time of this writing). After all, if $1,200 was generally viewed by investors as a likely outcome for Tesla stock within the next 12 months, shares would be trading significantly higher today.\nThe issue boils down to the stock's forward-looking valuation. With a price-to-earnings ratio of about 370 at the time of this writing, Tesla shares are largely priced for strong growth for years to come. Since the company's valuation is based largely on profits far into the future, slight variances in views for Tesla's future growth trajectory yield dramatically different assumptions about the stock's intrinsic value today.\nInvestors, therefore, shouldn't be quick to buy Tesla stock just because one analyst has a high price target for shares. Still, Potter does notably have some good points about Tesla's strong business momentum. Even Tesla itself reiterated guidance for vehicle deliveries to grow more than 50% this year -- and that guidance was provided during a time that many companies around the world (including Tesla) are negatively impacted by supply chain shortages. Further, Tesla management noted in its second-quarter update that demand for its vehicles was at an all-time high going into Q3.\nWhile a $1,200 price target for Tesla stock would be difficult to justify, shares may be trading low enough for investors to start a small position in the stock.","news_type":1},"isVote":1,"tweetType":1,"viewCount":506,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":891076318,"gmtCreate":1628311793934,"gmtModify":1703504962348,"author":{"id":"3555995243932378","authorId":"3555995243932378","name":"Fishark","avatar":"https://community-static.tradeup.com/news/7e81706bdea5d6e67bd7db8a09640fe0","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3555995243932378","authorIdStr":"3555995243932378"},"themes":[],"htmlText":"Thanks for sharing!","listText":"Thanks for sharing!","text":"Thanks for sharing!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/891076318","repostId":"1143051031","repostType":4,"isVote":1,"tweetType":1,"viewCount":260,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"hots":[{"id":208172575084632,"gmtCreate":1691847215977,"gmtModify":1691847224059,"author":{"id":"3555995243932378","authorId":"3555995243932378","name":"Fishark","avatar":"https://community-static.tradeup.com/news/7e81706bdea5d6e67bd7db8a09640fe0","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3555995243932378","authorIdStr":"3555995243932378"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/U/3560256275446796\"> @</a><a href=\"https://ttm.financial/U/3560256275446796\">Carameows</a><a href=\"https://ttm.financial/U/3560256275446796\"> </a>nobody knows why it plunged hmm//<a href=\"https://ttm.financial/U/9000000000000733\">@littlesweetie</a>:PayPal Stock Price Loses 15% Since Earnings; But What Went Wrong? The American financial technology company involved in the payment settlements, PayPal Holdings Inc. <a href=\"https://ttm.financial/S/PYPL\">$PayPal(PYPL)$</a> remains part of mainstream conversations, though this time it saw two major events. Surprisingly, despite these events, PayPal’s stock price resists showing any optimism and continues to drop further.&nbsp;PayPal released the quarterly earnings report on August 2. The instance was expected to pu","listText":"<a href=\"https://ttm.financial/U/3560256275446796\"> @</a><a href=\"https://ttm.financial/U/3560256275446796\">Carameows</a><a href=\"https://ttm.financial/U/3560256275446796\"> </a>nobody knows why it plunged hmm//<a href=\"https://ttm.financial/U/9000000000000733\">@littlesweetie</a>:PayPal Stock Price Loses 15% Since Earnings; But What Went Wrong? The American financial technology company involved in the payment settlements, PayPal Holdings Inc. <a href=\"https://ttm.financial/S/PYPL\">$PayPal(PYPL)$</a> remains part of mainstream conversations, though this time it saw two major events. Surprisingly, despite these events, PayPal’s stock price resists showing any optimism and continues to drop further.&nbsp;PayPal released the quarterly earnings report on August 2. The instance was expected to pu","text":"@Carameows nobody knows why it plunged hmm//@littlesweetie:PayPal Stock Price Loses 15% Since Earnings; But What Went Wrong? The American financial technology company involved in the payment settlements, PayPal Holdings Inc. $PayPal(PYPL)$ remains part of mainstream conversations, though this time it saw two major events. Surprisingly, despite these events, PayPal’s stock price resists showing any optimism and continues to drop further. PayPal released the quarterly earnings report on August 2. The instance was expected to pu","images":[{"img":"https://community-static.tradeup.com/news/3512de04ddd39fc424a9878b931beac3","width":"1140","height":"641"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":5,"repostSize":0,"link":"https://ttm.financial/post/208172575084632","repostId":"207775444103184","repostType":1,"repost":{"id":207775444103184,"gmtCreate":1691754495842,"gmtModify":1691754508620,"author":{"id":"9000000000000733","authorId":"9000000000000733","name":"littlesweetie","avatar":"https://static.tigerbbs.com/43a0aed7518f515997f95ed495391d65","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"9000000000000733","authorIdStr":"9000000000000733"},"themes":[],"title":"PayPal Stock Price Loses 15% Since Earnings; But What Went Wrong?","htmlText":"PayPal Stock Price Loses 15% Since Earnings; But What Went Wrong? The American financial technology company involved in the payment settlements, PayPal Holdings Inc. <a href=\"https://ttm.financial/S/PYPL\">$PayPal(PYPL)$</a> remains part of mainstream conversations, though this time it saw two major events. Surprisingly, despite these events, PayPal’s stock price resists showing any optimism and continues to drop further.&nbsp;PayPal released the quarterly earnings report on August 2. The instance was expected to push the stock price upwards. But surprisingly, PayPal stock price fell dramatically and is currently 15% down since then.&nbsp;The company posted $7.29 Billion in revenue, an increase of 7% from the previous year’s revenue. The earnings per share (EPS) for the quarter remained $1.","listText":"PayPal Stock Price Loses 15% Since Earnings; But What Went Wrong? The American financial technology company involved in the payment settlements, PayPal Holdings Inc. <a href=\"https://ttm.financial/S/PYPL\">$PayPal(PYPL)$</a> remains part of mainstream conversations, though this time it saw two major events. Surprisingly, despite these events, PayPal’s stock price resists showing any optimism and continues to drop further.&nbsp;PayPal released the quarterly earnings report on August 2. The instance was expected to push the stock price upwards. But surprisingly, PayPal stock price fell dramatically and is currently 15% down since then.&nbsp;The company posted $7.29 Billion in revenue, an increase of 7% from the previous year’s revenue. The earnings per share (EPS) for the quarter remained $1.","text":"PayPal Stock Price Loses 15% Since Earnings; But What Went Wrong? The American financial technology company involved in the payment settlements, PayPal Holdings Inc. $PayPal(PYPL)$ remains part of mainstream conversations, though this time it saw two major events. Surprisingly, despite these events, PayPal’s stock price resists showing any optimism and continues to drop further. PayPal released the quarterly earnings report on August 2. The instance was expected to push the stock price upwards. But surprisingly, PayPal stock price fell dramatically and is currently 15% down since then. The company posted $7.29 Billion in revenue, an increase of 7% from the previous year’s revenue. The earnings per share (EPS) for the quarter remained $1.","images":[{"img":"https://community-static.tradeup.com/news/3512de04ddd39fc424a9878b931beac3","width":"1140","height":"641"}],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/207775444103184","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":2,"langContent":"EN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":691,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"9000000000000339","authorId":"9000000000000339","name":"vippy","avatar":"https://static.tigerbbs.com/c0126a7d8aadf37410e3ec43acf556ad","crmLevel":1,"crmLevelSwitch":0,"idStr":"9000000000000339","authorIdStr":"9000000000000339"},"content":"PayPal is falling because of the uncertainty surrounding the Federal government’s involvement in analyzing every PayPal transaction at and over $600.","text":"PayPal is falling because of the uncertainty surrounding the Federal government’s involvement in analyzing every PayPal transaction at and over $600.","html":"PayPal is falling because of the uncertainty surrounding the Federal government’s involvement in analyzing every PayPal transaction at and over $600."}],"imageCount":2,"langContent":"EN","totalScore":0},{"id":221240890871920,"gmtCreate":1695036749221,"gmtModify":1695036753263,"author":{"id":"3555995243932378","authorId":"3555995243932378","name":"Fishark","avatar":"https://community-static.tradeup.com/news/7e81706bdea5d6e67bd7db8a09640fe0","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3555995243932378","authorIdStr":"3555995243932378"},"themes":[],"htmlText":"[Speechless]&nbsp;","listText":"[Speechless]&nbsp;","text":"[Speechless]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/221240890871920","repostId":"1183716881","repostType":2,"repost":{"id":"1183716881","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":1695035723,"share":"https://ttm.financial/m/news/1183716881?lang=&edition=fundamental","pubTime":"2023-09-18 19:15","market":"us","language":"en","title":"MoffettNathanson Downgrades PayPal to Market Perform","url":"https://stock-news.laohu8.com/highlight/detail?id=1183716881","media":"Tiger Newspress","summary":"As previously reported, MoffettNathanson downgraded PayPal to Market Perform from Outperform with a $75 price target ten days ahead of PayPal's new CEO, Alex Chriss, stepping into the role. While \"excited about the fresh start for PayPal\" under Chriss' leadership, the firm sees the company and CEO facing a \"fresh, but challenging,\" start, the analyst tells investors.PayPal shares dropped 1.6% in premarket trading Monday.","content":"<html><head></head><body><p>As previously reported, MoffettNathanson downgraded PayPal to Market Perform from Outperform with a $75 price target ten days ahead of PayPal&#39;s new CEO, Alex Chriss, stepping into the role. While &#34;excited about the fresh start for PayPal&#34; under Chriss&#39; leadership, the firm sees the company and CEO facing a &#34;fresh, but challenging,&#34; start, the analyst tells investors.<br/><br/>PayPal shares dropped 1.6% in premarket trading Monday.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/89beb0c9c57d0bd3a7de6e97c8df7f27\" tg-width=\"855\" tg-height=\"626\"/></p><p></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>MoffettNathanson Downgrades PayPal to Market Perform</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\">\nMoffettNathanson Downgrades PayPal to Market Perform\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time\">2023-09-18 19:15</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>As previously reported, MoffettNathanson downgraded PayPal to Market Perform from Outperform with a $75 price target ten days ahead of PayPal&#39;s new CEO, Alex Chriss, stepping into the role. While &#34;excited about the fresh start for PayPal&#34; under Chriss&#39; leadership, the firm sees the company and CEO facing a &#34;fresh, but challenging,&#34; start, the analyst tells investors.<br/><br/>PayPal shares dropped 1.6% in premarket trading Monday.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/89beb0c9c57d0bd3a7de6e97c8df7f27\" tg-width=\"855\" tg-height=\"626\"/></p><p></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"PYPL":"PayPal"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1183716881","content_text":"As previously reported, MoffettNathanson downgraded PayPal to Market Perform from Outperform with a $75 price target ten days ahead of PayPal's new CEO, Alex Chriss, stepping into the role. While \"excited about the fresh start for PayPal\" under Chriss' leadership, the firm sees the company and CEO facing a \"fresh, but challenging,\" start, the analyst tells investors.PayPal shares dropped 1.6% in premarket trading Monday.","news_type":1},"isVote":1,"tweetType":1,"viewCount":239,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":223218450141280,"gmtCreate":1695524228101,"gmtModify":1695524233100,"author":{"id":"3555995243932378","authorId":"3555995243932378","name":"Fishark","avatar":"https://community-static.tradeup.com/news/7e81706bdea5d6e67bd7db8a09640fe0","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3555995243932378","authorIdStr":"3555995243932378"},"themes":[],"htmlText":"Why us PayPal stock plunging?&nbsp;[Doubt]&nbsp;&nbsp; <a href=\"https://ttm.financial/U/4141429963588842/\">@TigerGpt&nbsp;</a>TigerGPT，your new investing superpower&nbsp;<a href=\"https://www.tigerbrokers.com.sg/activity/market/2023/tigerGPT-promotion\">Click to learn more&nbsp;</a>","listText":"Why us PayPal stock plunging?&nbsp;[Doubt]&nbsp;&nbsp; <a href=\"https://ttm.financial/U/4141429963588842/\">@TigerGpt&nbsp;</a>TigerGPT，your new investing superpower&nbsp;<a href=\"https://www.tigerbrokers.com.sg/activity/market/2023/tigerGPT-promotion\">Click to learn more&nbsp;</a>","text":"Why us PayPal stock plunging? [Doubt] @TigerGpt TigerGPT，your new investing superpower Click to learn more","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":2,"repostSize":2,"link":"https://ttm.financial/post/223218450141280","isVote":1,"tweetType":1,"viewCount":562,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4141429963588842","authorId":"4141429963588842","name":"TigerGPT","avatar":"https://community-static.tradeup.com/news/5b82af1deb17dfa8f94b4741b9ea2738","crmLevel":1,"crmLevelSwitch":0,"idStr":"4141429963588842","authorIdStr":"4141429963588842"},"content":"Based on the information available, the stock price of PayPal (PYPL) has been plunging due to overvaluation during the previous bull market. However, the drop in stock prices is considered to be excessive, and both PayPal and Block (SQ) have the potential for substantial revenue and profitability growth. Changes in leadership at both companies could lead to increased efficiency and profitability. It is expected that the market will revalue PayPal and Block higher as economic growth improves and the Federal Reserve provides a more accessible monetary environment. Therefore, the current decline in PayPal's stock price may present an attractive value investment opportunity. Reference articles: Is There Opportunity in PayPal (PYPL) or Block's (SQ) Stock Near 52-Week Lows Paypal (PYPL) Dips More Than Broader Markets: What You Should Know This Bargain-Hunting Fund Manager Is Finding Value in PayPal and Other Fintech Stocks Block And PayPal: The Market Is Dead Wrong PayPal: A Compelling Deep Value Play","text":"Based on the information available, the stock price of PayPal (PYPL) has been plunging due to overvaluation during the previous bull market. However, the drop in stock prices is considered to be excessive, and both PayPal and Block (SQ) have the potential for substantial revenue and profitability growth. Changes in leadership at both companies could lead to increased efficiency and profitability. It is expected that the market will revalue PayPal and Block higher as economic growth improves and the Federal Reserve provides a more accessible monetary environment. Therefore, the current decline in PayPal's stock price may present an attractive value investment opportunity. Reference articles: Is There Opportunity in PayPal (PYPL) or Block's (SQ) Stock Near 52-Week Lows Paypal (PYPL) Dips More Than Broader Markets: What You Should Know This Bargain-Hunting Fund Manager Is Finding Value in PayPal and Other Fintech Stocks Block And PayPal: The Market Is Dead Wrong PayPal: A Compelling Deep Value Play","html":"Based on the information available, the stock price of PayPal (PYPL) has been plunging due to overvaluation during the previous bull market. However, the drop in stock prices is considered to be excessive, and both PayPal and Block (SQ) have the potential for substantial revenue and profitability growth. Changes in leadership at both companies could lead to increased efficiency and profitability. It is expected that the market will revalue PayPal and Block higher as economic growth improves and the Federal Reserve provides a more accessible monetary environment. Therefore, the current decline in PayPal's stock price may present an attractive value investment opportunity. Reference articles: Is There Opportunity in PayPal (PYPL) or Block's (SQ) Stock Near 52-Week Lows Paypal (PYPL) Dips More Than Broader Markets: What You Should Know This Bargain-Hunting Fund Manager Is Finding Value in PayPal and Other Fintech Stocks Block And PayPal: The Market Is Dead Wrong PayPal: A Compelling Deep Value Play"}],"imageCount":0,"langContent":"EN","totalScore":0},{"id":147370163,"gmtCreate":1626337823052,"gmtModify":1703758175370,"author":{"id":"3555995243932378","authorId":"3555995243932378","name":"Fishark","avatar":"https://community-static.tradeup.com/news/7e81706bdea5d6e67bd7db8a09640fe0","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3555995243932378","authorIdStr":"3555995243932378"},"themes":[],"htmlText":"Is it me or is the market on the wrong side up? This price drop phenomenon's happening for other stocks as well ?","listText":"Is it me or is the market on the wrong side up? This price drop phenomenon's happening for other stocks as well ?","text":"Is it me or is the market on the wrong side up? This price drop phenomenon's happening for other stocks as well ?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":3,"repostSize":0,"link":"https://ttm.financial/post/147370163","repostId":"1199986106","repostType":4,"repost":{"id":"1199986106","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":1626336201,"share":"https://ttm.financial/m/news/1199986106?lang=&edition=fundamental","pubTime":"2021-07-15 16:03","market":"us","language":"en","title":"TSMC shares fell nearly 3% in premarket trading.","url":"https://stock-news.laohu8.com/highlight/detail?id=1199986106","media":"Tiger Newspress","summary":"TSMC shares fell nearly 3% in premarket trading.\nTaiwan Semiconductor Manufacturing Co. reported an ","content":"<p>TSMC&nbsp;shares fell&nbsp;nearly 3% in premarket&nbsp;trading.</p>\n<p><img src=\"https://static.tigerbbs.com/39144cc7b27d38adf552b552e51d9eb2\" tg-width=\"1293\" tg-height=\"621\" referrerpolicy=\"no-referrer\"><a href=\"https://laohu8.com/S/TSM\">Taiwan Semiconductor Manufacturing</a> Co. reported an 11% increase in quarterly profit, underscoring how the company has benefited from a global chip shortage that’s driven up orders from the automotive and other industries.</p>\n<p>Net income for the quarter ended in June rose to NT$134.4 billion ($4.8 billion), slightly below the average analyst estimate of NT$136.15 billion. Revenue came in at NT$372.15 billion based on previously released monthly sales figures.</p>\n<p>On Thursday, TSMC said on an analyst call that the auto chip shortage will gradually reduce for its customers from this quarter but expects overall semiconductor capacity tightness to extend possibly into next year.</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>TSMC shares fell nearly 3% in premarket trading.</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nTSMC shares fell nearly 3% in premarket trading.\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time\">2021-07-15 16:03</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>TSMC&nbsp;shares fell&nbsp;nearly 3% in premarket&nbsp;trading.</p>\n<p><img src=\"https://static.tigerbbs.com/39144cc7b27d38adf552b552e51d9eb2\" tg-width=\"1293\" tg-height=\"621\" referrerpolicy=\"no-referrer\"><a href=\"https://laohu8.com/S/TSM\">Taiwan Semiconductor Manufacturing</a> Co. reported an 11% increase in quarterly profit, underscoring how the company has benefited from a global chip shortage that’s driven up orders from the automotive and other industries.</p>\n<p>Net income for the quarter ended in June rose to NT$134.4 billion ($4.8 billion), slightly below the average analyst estimate of NT$136.15 billion. Revenue came in at NT$372.15 billion based on previously released monthly sales figures.</p>\n<p>On Thursday, TSMC said on an analyst call that the auto chip shortage will gradually reduce for its customers from this quarter but expects overall semiconductor capacity tightness to extend possibly into next year.</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TSM":"台积电"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1199986106","content_text":"TSMC shares fell nearly 3% in premarket trading.\nTaiwan Semiconductor Manufacturing Co. reported an 11% increase in quarterly profit, underscoring how the company has benefited from a global chip shortage that’s driven up orders from the automotive and other industries.\nNet income for the quarter ended in June rose to NT$134.4 billion ($4.8 billion), slightly below the average analyst estimate of NT$136.15 billion. Revenue came in at NT$372.15 billion based on previously released monthly sales figures.\nOn Thursday, TSMC said on an analyst call that the auto chip shortage will gradually reduce for its customers from this quarter but expects overall semiconductor capacity tightness to extend possibly into next year.","news_type":1},"isVote":1,"tweetType":1,"viewCount":202,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":150897317,"gmtCreate":1624891964539,"gmtModify":1703847309288,"author":{"id":"3555995243932378","authorId":"3555995243932378","name":"Fishark","avatar":"https://community-static.tradeup.com/news/7e81706bdea5d6e67bd7db8a09640fe0","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3555995243932378","authorIdStr":"3555995243932378"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/SE\">$Sea Ltd(SE)$</a> you at the moon!","listText":"<a href=\"https://laohu8.com/S/SE\">$Sea Ltd(SE)$</a> you at the moon!","text":"$Sea Ltd(SE)$ you at the moon!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/150897317","repostId":"2146002845","repostType":4,"repost":{"id":"2146002845","kind":"highlight","pubTimestamp":1624866683,"share":"https://ttm.financial/m/news/2146002845?lang=&edition=fundamental","pubTime":"2021-06-28 15:51","market":"us","language":"en","title":"These Are 5 of the Fastest-Growing Large-Cap Stocks on the Planet","url":"https://stock-news.laohu8.com/highlight/detail?id=2146002845","media":"Motley Fool","summary":"Sales for these companies should skyrocket between 400% and 1,118% over the next four years.","content":"<p>For more than a decade, growth stocks have been all the rage on Wall Street. Historically low lending rates, dovish monetary policy, and a free-spending Capitol Hill (at least during the pandemic) have allowed fast-growing companies to thrive.</p>\n<p>Typically, it's smaller companies that generate some of the fastest sales growth, while large-cap stocks (those with market caps of at least $10 billion) grow at a more tempered pace. Larger companies are more likely to have time-tested or mature operating models, making it less common that they generate eye-popping revenue growth.</p>\n<p>However, the following large-cap stocks didn't get that memo. Each and every <a href=\"https://laohu8.com/S/AONE\">one</a> of these companies is on track to, at minimum, quintuple their sales over a four-year period, according to Wall Street's consensus revenue estimate for 2024 (or fiscal 2025). You could rightly say that these are five of the fastest-growing large-cap stocks on the planet.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/ccad26103b3c97bbb65d0cad160f21b9\" tg-width=\"700\" tg-height=\"489\"><span>Image source: Getty Images.</span></p>\n<h2>Sea Limited: Implied four-year sales growth of 400%</h2>\n<p>Who said companies with market caps in excess of $100 billion can't grow like their smaller competitors? According to analysts, Singapore-based <b>Sea Limited</b> (NYSE:SE) is expected to see its full-year sales skyrocket from $4.39 billion in 2020 to about $21.9 billion in 2024. That works out to a quintupling in full-year revenue in four years.</p>\n<p>Sea's secret sauce (say that three times fast) is that it has three rapidly growing operating segments. For the moment, it's being anchored by its digital gaming operations. The company ended March with close to 649 million active users, 12.3% of which were paying to play. That's well above the industry average, and it's notably higher than the 8.9% of quarterly active users who were paying <a href=\"https://laohu8.com/S/AONE.U\">one</a> year ago.</p>\n<p>However, the superstar for this company is its e-commerce platform, Shopee. It's the top shopping app downloaded in Southeastern Asia, and it's becoming especially popular in Brazil. In the first quarter of 2021, Shopee saw $12.6 billion in gross merchandise value (GMV) purchased. For some context here, Shopee did $10.3 billion in GMV in all of 2018. Both the coronavirus pandemic and the rise of the middle class throughout Southeastern Asia is driving online purchases.</p>\n<p>Lastly, Sea has its rapidly growing digital financial services segment. More than 26 million people were paying for mobile wallet services at the end of March. Since the company targets a number of underbanked emerging markets, this digital financial services segment could be a major long-term growth driver.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/51b9e73cc74dad844548f15906c23624\" tg-width=\"700\" tg-height=\"466\"><span>Image source: Getty Images.</span></p>\n<h2>Plug Power: Implied four-year sales growth of 404%</h2>\n<p>Companies focused on renewable energy solutions should be among the fastest growing this decade. Over the next four years investors will struggle to find a green-energy stock expanding quicker than hydrogen fuel-cell solutions provider <b>Plug Power</b> (NASDAQ:PLUG). After delivering $337 million in sales in 2020, Plug has guided for $1.7 billion in full-year revenue for 2024. That's a cool 404% increase, if it comes to fruition.</p>\n<p>For the time being, climate change is Plug Power's best friend. Joe Biden winning the presidency last year, coupled with Democrats regaining control of the Senate by the narrowest of margins, gives the current administration an opportunity to pass a clean energy bill. While it's unclear what a final infrastructure bill might look like, it's almost a certainty that clean vehicle solutions, such as those developed by Plug Power, will benefit.</p>\n<p>Additionally, the company secured two joint ventures just days apart in January. First, SK Group took a 10% equity stake in the company, with the duo aiming to introduce hydrogen fuel-cell-powered vehicles and hydrogen refilling stations in South Korea. A few days later, Plug landed a deal with French automaker <b>Renault</b> that'll see the two go after Europe's light commercial vehicle market. Both joint ventures should result in Plug Power's orders catapulting higher.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/8db519446ea812ab6b8023df3f60f0c3\" tg-width=\"700\" tg-height=\"393\"><span>Image source: Getty Images.</span></p>\n<h2><a href=\"https://laohu8.com/S/SNOW\">Snowflake</a>: Implied four-year sales growth of 559%</h2>\n<p>The cloud computing space is home to dozens of fast-growing companies, none of which appear to be increasing its sales faster than cloud data-warehousing company <b>Snowflake</b> (NYSE:SNOW). In fiscal 2021, Snowflake's sales grew by 124% to $592 million. But based on Wall Street's consensus for fiscal 2025, it's on track to generate $3.9 billion in revenue. This would represent a four-year increase of 559%.</p>\n<p>What makes Snowflake so special is the company's competitive advantages. For example, it's shunned subscriptions in favor of a pay-as-you-go operating model. Customers pay for the amount of data they store and the number of Snowflake Compute Credits used. This allows the company's clients to keep better tabs on their expenses.</p>\n<p>Also, since Snowflake's solutions are built atop the most popular cloud infrastructure platforms, customers can share data seamlessly, even across competing services.</p>\n<p>Though it's the fastest-growing cloud stock, Snowflake is also one of the priciest. It's currently valued at 67 times projected sales for fiscal 2022 and roughly 19 times estimated sales four years from now. But if the company makes good on its fiscal 2029 outlook of $10 billion in product sales, paying this premium may be well worth it.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/96d1687ba107475c062f0147fa401ff2\" tg-width=\"700\" tg-height=\"375\"><span>The NIO EC6 EV crossover SUV. Image source: NIO.</span></p>\n<h2>NIO: Implied four-year sales growth of 561%</h2>\n<p>Another absolute beast of a growth trend this decade is the rise of electric vehicles (EV). Though <b>Tesla</b>&nbsp;and the U.S. EV market tend to get a lot of attention, the biggest opportunity is actually China. That's why <b>NIO</b> (NYSE:NIO) finds itself as one of the fastest-growing large-cap stocks on the planet. If all goes well, full-year sales can catapult from about $2.5 billion in 2020 to $16.8 billion in 2024. That's a sales increase of approximately 561%.</p>\n<p>Despite a global chip shortage, NIO has shown Wall Street that it can effectively scale its production. After delivering 20,060 vehicles in the first quarter, the company is on pace to deliver between 21,000 and 22,000 EVs in the second quarter. Once global chip supply issues are resolved, NIO will look to boost its annual delivery capacity to around 150,000 EVs.</p>\n<p>For NIO, innovation is extremely important. It's been introducing one new vehicle each year, with the sportier EC6 crossover SUV hitting showrooms last summer. It's quickly become a hit with EV buyers.</p>\n<p>Additionally, NIO introduced a battery-as-a-service program. For a monthly fee, this subscription service allows buyers to replace or upgrade their vehicle's batteries. It also reduces the initial purchase price of the vehicle. Though NIO is giving up near-term margin by reducing the purchase price of its EVs, it's keeping buyers loyal and generating very high margin residual service revenue.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/849b25e21ebbcd8fae1e28f0543300db\" tg-width=\"700\" tg-height=\"466\"><span>Image source: Getty Images.</span></p>\n<h2>Novavax: Implied four-year sales growth of 1,118%</h2>\n<p>The crème de la crème of fast-growing large-cap companies is biotech stock <b>Novavax</b> (NASDAQ:NVAX). Following a pandemic-ravaged year where it brought in $476 million in sales, Wall Street is looking for Novavax to generate $5.8 billion in annual revenue in 2024. That's your run-of-the-mill sales increase of 1,118% over the coming four years.</p>\n<p>As you may have rightly guessed, Novavax's core catalyst is a coronavirus disease 2019 (COVID-19) vaccine. The company's candidate, NVX-CoV2373 (these scientific names just roll off the tongue), demonstrated nearly 90% efficacy in a large U.K. study, and recently reported a 90.4% trial efficacy in the United States.&nbsp; With efficacy rates this high, Novavax could potentially displace <b>Johnson &amp; Johnson</b>'s single-dose vaccine, which offered an efficacy of 72%.</p>\n<p>Though you'd think this was a cut-and-dried success story, Novavax has delayed its emergency-use authorization filings in Europe, the U.S., and U.K. until the third quarter, and it likely won't be at full production capacity till the fourth quarter. This waiting game has caused wild vacillations in Novavax's share price of late.</p>\n<p>Nevertheless, Novavax has a good chance of being one of the primary COVID-19 vaccines used in emerging markets, and it could become a key player if booster shots become necessary.</p>","source":"fool_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>These Are 5 of the Fastest-Growing Large-Cap Stocks on the Planet</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\">\nThese Are 5 of the Fastest-Growing Large-Cap Stocks on the Planet\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-06-28 15:51 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2021/06/27/5-of-fastest-growing-large-cap-stocks-on-planet/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>For more than a decade, growth stocks have been all the rage on Wall Street. Historically low lending rates, dovish monetary policy, and a free-spending Capitol Hill (at least during the pandemic) ...</p>\n\n<a href=\"https://www.fool.com/investing/2021/06/27/5-of-fastest-growing-large-cap-stocks-on-planet/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"PLUG":"普拉格能源","SE":"Sea Ltd","NVAX":"诺瓦瓦克斯医药","NIO":"蔚来","SNOW":"Snowflake"},"source_url":"https://www.fool.com/investing/2021/06/27/5-of-fastest-growing-large-cap-stocks-on-planet/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2146002845","content_text":"For more than a decade, growth stocks have been all the rage on Wall Street. Historically low lending rates, dovish monetary policy, and a free-spending Capitol Hill (at least during the pandemic) have allowed fast-growing companies to thrive.\nTypically, it's smaller companies that generate some of the fastest sales growth, while large-cap stocks (those with market caps of at least $10 billion) grow at a more tempered pace. Larger companies are more likely to have time-tested or mature operating models, making it less common that they generate eye-popping revenue growth.\nHowever, the following large-cap stocks didn't get that memo. Each and every one of these companies is on track to, at minimum, quintuple their sales over a four-year period, according to Wall Street's consensus revenue estimate for 2024 (or fiscal 2025). You could rightly say that these are five of the fastest-growing large-cap stocks on the planet.\nImage source: Getty Images.\nSea Limited: Implied four-year sales growth of 400%\nWho said companies with market caps in excess of $100 billion can't grow like their smaller competitors? According to analysts, Singapore-based Sea Limited (NYSE:SE) is expected to see its full-year sales skyrocket from $4.39 billion in 2020 to about $21.9 billion in 2024. That works out to a quintupling in full-year revenue in four years.\nSea's secret sauce (say that three times fast) is that it has three rapidly growing operating segments. For the moment, it's being anchored by its digital gaming operations. The company ended March with close to 649 million active users, 12.3% of which were paying to play. That's well above the industry average, and it's notably higher than the 8.9% of quarterly active users who were paying one year ago.\nHowever, the superstar for this company is its e-commerce platform, Shopee. It's the top shopping app downloaded in Southeastern Asia, and it's becoming especially popular in Brazil. In the first quarter of 2021, Shopee saw $12.6 billion in gross merchandise value (GMV) purchased. For some context here, Shopee did $10.3 billion in GMV in all of 2018. Both the coronavirus pandemic and the rise of the middle class throughout Southeastern Asia is driving online purchases.\nLastly, Sea has its rapidly growing digital financial services segment. More than 26 million people were paying for mobile wallet services at the end of March. Since the company targets a number of underbanked emerging markets, this digital financial services segment could be a major long-term growth driver.\nImage source: Getty Images.\nPlug Power: Implied four-year sales growth of 404%\nCompanies focused on renewable energy solutions should be among the fastest growing this decade. Over the next four years investors will struggle to find a green-energy stock expanding quicker than hydrogen fuel-cell solutions provider Plug Power (NASDAQ:PLUG). After delivering $337 million in sales in 2020, Plug has guided for $1.7 billion in full-year revenue for 2024. That's a cool 404% increase, if it comes to fruition.\nFor the time being, climate change is Plug Power's best friend. Joe Biden winning the presidency last year, coupled with Democrats regaining control of the Senate by the narrowest of margins, gives the current administration an opportunity to pass a clean energy bill. While it's unclear what a final infrastructure bill might look like, it's almost a certainty that clean vehicle solutions, such as those developed by Plug Power, will benefit.\nAdditionally, the company secured two joint ventures just days apart in January. First, SK Group took a 10% equity stake in the company, with the duo aiming to introduce hydrogen fuel-cell-powered vehicles and hydrogen refilling stations in South Korea. A few days later, Plug landed a deal with French automaker Renault that'll see the two go after Europe's light commercial vehicle market. Both joint ventures should result in Plug Power's orders catapulting higher.\nImage source: Getty Images.\nSnowflake: Implied four-year sales growth of 559%\nThe cloud computing space is home to dozens of fast-growing companies, none of which appear to be increasing its sales faster than cloud data-warehousing company Snowflake (NYSE:SNOW). In fiscal 2021, Snowflake's sales grew by 124% to $592 million. But based on Wall Street's consensus for fiscal 2025, it's on track to generate $3.9 billion in revenue. This would represent a four-year increase of 559%.\nWhat makes Snowflake so special is the company's competitive advantages. For example, it's shunned subscriptions in favor of a pay-as-you-go operating model. Customers pay for the amount of data they store and the number of Snowflake Compute Credits used. This allows the company's clients to keep better tabs on their expenses.\nAlso, since Snowflake's solutions are built atop the most popular cloud infrastructure platforms, customers can share data seamlessly, even across competing services.\nThough it's the fastest-growing cloud stock, Snowflake is also one of the priciest. It's currently valued at 67 times projected sales for fiscal 2022 and roughly 19 times estimated sales four years from now. But if the company makes good on its fiscal 2029 outlook of $10 billion in product sales, paying this premium may be well worth it.\nThe NIO EC6 EV crossover SUV. Image source: NIO.\nNIO: Implied four-year sales growth of 561%\nAnother absolute beast of a growth trend this decade is the rise of electric vehicles (EV). Though Tesla and the U.S. EV market tend to get a lot of attention, the biggest opportunity is actually China. That's why NIO (NYSE:NIO) finds itself as one of the fastest-growing large-cap stocks on the planet. If all goes well, full-year sales can catapult from about $2.5 billion in 2020 to $16.8 billion in 2024. That's a sales increase of approximately 561%.\nDespite a global chip shortage, NIO has shown Wall Street that it can effectively scale its production. After delivering 20,060 vehicles in the first quarter, the company is on pace to deliver between 21,000 and 22,000 EVs in the second quarter. Once global chip supply issues are resolved, NIO will look to boost its annual delivery capacity to around 150,000 EVs.\nFor NIO, innovation is extremely important. It's been introducing one new vehicle each year, with the sportier EC6 crossover SUV hitting showrooms last summer. It's quickly become a hit with EV buyers.\nAdditionally, NIO introduced a battery-as-a-service program. For a monthly fee, this subscription service allows buyers to replace or upgrade their vehicle's batteries. It also reduces the initial purchase price of the vehicle. Though NIO is giving up near-term margin by reducing the purchase price of its EVs, it's keeping buyers loyal and generating very high margin residual service revenue.\nImage source: Getty Images.\nNovavax: Implied four-year sales growth of 1,118%\nThe crème de la crème of fast-growing large-cap companies is biotech stock Novavax (NASDAQ:NVAX). Following a pandemic-ravaged year where it brought in $476 million in sales, Wall Street is looking for Novavax to generate $5.8 billion in annual revenue in 2024. That's your run-of-the-mill sales increase of 1,118% over the coming four years.\nAs you may have rightly guessed, Novavax's core catalyst is a coronavirus disease 2019 (COVID-19) vaccine. The company's candidate, NVX-CoV2373 (these scientific names just roll off the tongue), demonstrated nearly 90% efficacy in a large U.K. study, and recently reported a 90.4% trial efficacy in the United States.  With efficacy rates this high, Novavax could potentially displace Johnson & Johnson's single-dose vaccine, which offered an efficacy of 72%.\nThough you'd think this was a cut-and-dried success story, Novavax has delayed its emergency-use authorization filings in Europe, the U.S., and U.K. until the third quarter, and it likely won't be at full production capacity till the fourth quarter. This waiting game has caused wild vacillations in Novavax's share price of late.\nNevertheless, Novavax has a good chance of being one of the primary COVID-19 vaccines used in emerging markets, and it could become a key player if booster shots become necessary.","news_type":1},"isVote":1,"tweetType":1,"viewCount":620,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":891233872,"gmtCreate":1628390346996,"gmtModify":1703505710311,"author":{"id":"3555995243932378","authorId":"3555995243932378","name":"Fishark","avatar":"https://community-static.tradeup.com/news/7e81706bdea5d6e67bd7db8a09640fe0","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3555995243932378","authorIdStr":"3555995243932378"},"themes":[],"htmlText":"Doubt so..","listText":"Doubt so..","text":"Doubt so..","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/891233872","repostId":"1159872041","repostType":4,"repost":{"id":"1159872041","kind":"news","pubTimestamp":1628385224,"share":"https://ttm.financial/m/news/1159872041?lang=&edition=fundamental","pubTime":"2021-08-08 09:13","market":"us","language":"en","title":"Tesla Stock: Headed to $1,200?","url":"https://stock-news.laohu8.com/highlight/detail?id=1159872041","media":"Motley Fool","summary":"Tesla deliveries more than doubled year over year in Q2.Rising demand for electric vehicles could benefit Tesla.Investors should exercise caution when it comes to analysts' price targets.It's been a wild year for Teslastock. When the year started, shares initially surged more than 20%. But the stock has now given up all of those gains, with a year-to-date return of negative 1%. This means the stock has significantly underperformed the S&P 500's 18% gain this year.In February,Piper Sandler analys","content":"<p><b>Key Points</b></p>\n<ul>\n <li>Tesla deliveries more than doubled year over year in Q2.</li>\n <li>Rising demand for electric vehicles could benefit Tesla.</li>\n <li>Investors should exercise caution when it comes to analysts' price targets.</li>\n</ul>\n<p>It's been a wild year for&nbsp;<b>Tesla</b>(NASDAQ:TSLA)stock. When the year started, shares initially surged more than 20%. But the stock has now given up all of those gains, with a year-to-date return of negative 1%. This means the stock has significantly underperformed the&nbsp;<b>S&amp;P 500</b>'s 18% gain this year.</p>\n<p>But one analyst thinks the stock could take off.</p>\n<p><b>\"We still really like this stock.\"</b></p>\n<p>In February,<b>Piper Sandler</b>&nbsp;analyst Alexander Pottermade a bold call, boosting his 12-month price target for thegrowth stockfrom $515 to $1,200. He said Tesla deliveries could increase from 500,000 vehicles in 2020 to nearly 900,000 this year. Of course, this projection was made before global supply shortages worsened. Nevertheless, Tesla is growing extremely rapidly. The company's second-quarter deliveries more than doubled compared to the year-ago quarter, rising to 201,304.</p>\n<p>Following Tesla's second-quarter earnings release late last month, the analyst reiterated this target, noting that the company looks poised to benefit from market share gains, the monetization of the company's Autopilot software, and \"underappreciated opportunities\" in Tesla's energy business, which includes revenue from battery energy storage and solar energy generation products.</p>\n<p>Further, Potter pointed to Tesla's strong second-quarter operating margin of 11%, which he expects will see incremental improvement from Tesla's recently launched Autopilot subscription.</p>\n<p>On Aug. 3, Potter once again reiterated an overweight rating on the stock and a $1,200 price target, saying \"We still really like this stock.\" He pointed to growing demand for battery electric vehicles overall.</p>\n<p><b>So what gives?</b></p>\n<p>If shares could truly rise to $1,200, why do so many investors seem to think the stock is worth so much less (based on the stock's price of just under $700 at the time of this writing). After all, if $1,200 was generally viewed by investors as a likely outcome for Tesla stock within the next 12 months, shares would be trading significantly higher today.</p>\n<p>The issue boils down to the stock's forward-looking valuation. With a price-to-earnings ratio of about 370 at the time of this writing, Tesla shares are largely priced for strong growth for years to come. Since the company's valuation is based largely on profits far into the future, slight variances in views for Tesla's future growth trajectory yield dramatically different assumptions about the stock's intrinsic value today.</p>\n<p>Investors, therefore, shouldn't be quick to buy Tesla stock just because one analyst has a high price target for shares. Still, Potter does notably have some good points about Tesla's strong business momentum. Even Tesla itself reiterated guidance for vehicle deliveries to grow more than 50% this year -- and that guidance was provided during a time that many companies around the world (including Tesla) are negatively impacted by supply chain shortages. Further, Tesla management noted in its second-quarter update that demand for its vehicles was at an all-time high going into Q3.</p>\n<p>While a $1,200 price target for Tesla stock would be difficult to justify, shares may be trading low enough for investors to start a small position in the stock.</p>\n<p></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Tesla Stock: Headed to $1,200?</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nTesla Stock: Headed to $1,200?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-08-08 09:13 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2021/08/07/tesla-stock-headed-to-1200/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Key Points\n\nTesla deliveries more than doubled year over year in Q2.\nRising demand for electric vehicles could benefit Tesla.\nInvestors should exercise caution when it comes to analysts' price targets...</p>\n\n<a href=\"https://www.fool.com/investing/2021/08/07/tesla-stock-headed-to-1200/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TSLA":"特斯拉"},"source_url":"https://www.fool.com/investing/2021/08/07/tesla-stock-headed-to-1200/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1159872041","content_text":"Key Points\n\nTesla deliveries more than doubled year over year in Q2.\nRising demand for electric vehicles could benefit Tesla.\nInvestors should exercise caution when it comes to analysts' price targets.\n\nIt's been a wild year for Tesla(NASDAQ:TSLA)stock. When the year started, shares initially surged more than 20%. But the stock has now given up all of those gains, with a year-to-date return of negative 1%. This means the stock has significantly underperformed the S&P 500's 18% gain this year.\nBut one analyst thinks the stock could take off.\n\"We still really like this stock.\"\nIn February,Piper Sandler analyst Alexander Pottermade a bold call, boosting his 12-month price target for thegrowth stockfrom $515 to $1,200. He said Tesla deliveries could increase from 500,000 vehicles in 2020 to nearly 900,000 this year. Of course, this projection was made before global supply shortages worsened. Nevertheless, Tesla is growing extremely rapidly. The company's second-quarter deliveries more than doubled compared to the year-ago quarter, rising to 201,304.\nFollowing Tesla's second-quarter earnings release late last month, the analyst reiterated this target, noting that the company looks poised to benefit from market share gains, the monetization of the company's Autopilot software, and \"underappreciated opportunities\" in Tesla's energy business, which includes revenue from battery energy storage and solar energy generation products.\nFurther, Potter pointed to Tesla's strong second-quarter operating margin of 11%, which he expects will see incremental improvement from Tesla's recently launched Autopilot subscription.\nOn Aug. 3, Potter once again reiterated an overweight rating on the stock and a $1,200 price target, saying \"We still really like this stock.\" He pointed to growing demand for battery electric vehicles overall.\nSo what gives?\nIf shares could truly rise to $1,200, why do so many investors seem to think the stock is worth so much less (based on the stock's price of just under $700 at the time of this writing). After all, if $1,200 was generally viewed by investors as a likely outcome for Tesla stock within the next 12 months, shares would be trading significantly higher today.\nThe issue boils down to the stock's forward-looking valuation. With a price-to-earnings ratio of about 370 at the time of this writing, Tesla shares are largely priced for strong growth for years to come. Since the company's valuation is based largely on profits far into the future, slight variances in views for Tesla's future growth trajectory yield dramatically different assumptions about the stock's intrinsic value today.\nInvestors, therefore, shouldn't be quick to buy Tesla stock just because one analyst has a high price target for shares. Still, Potter does notably have some good points about Tesla's strong business momentum. Even Tesla itself reiterated guidance for vehicle deliveries to grow more than 50% this year -- and that guidance was provided during a time that many companies around the world (including Tesla) are negatively impacted by supply chain shortages. Further, Tesla management noted in its second-quarter update that demand for its vehicles was at an all-time high going into Q3.\nWhile a $1,200 price target for Tesla stock would be difficult to justify, shares may be trading low enough for investors to start a small position in the stock.","news_type":1},"isVote":1,"tweetType":1,"viewCount":506,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":838175313,"gmtCreate":1629383154632,"gmtModify":1676530023672,"author":{"id":"3555995243932378","authorId":"3555995243932378","name":"Fishark","avatar":"https://community-static.tradeup.com/news/7e81706bdea5d6e67bd7db8a09640fe0","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3555995243932378","authorIdStr":"3555995243932378"},"themes":[],"htmlText":"Good time to accumulate","listText":"Good time to accumulate","text":"Good time to accumulate","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/838175313","repostId":"1167927608","repostType":4,"isVote":1,"tweetType":1,"viewCount":501,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":155338238,"gmtCreate":1625374163824,"gmtModify":1703740997772,"author":{"id":"3555995243932378","authorId":"3555995243932378","name":"Fishark","avatar":"https://community-static.tradeup.com/news/7e81706bdea5d6e67bd7db8a09640fe0","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3555995243932378","authorIdStr":"3555995243932378"},"themes":[],"htmlText":"Thanks for injecting some reality. Complacency is something we can easily&nbsp;fall victim to&nbsp;as we see our portfolio value grow day-on-day.","listText":"Thanks for injecting some reality. Complacency is something we can easily&nbsp;fall victim to&nbsp;as we see our portfolio value grow day-on-day.","text":"Thanks for injecting some reality. Complacency is something we can easily fall victim to as we see our portfolio value grow day-on-day.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/155338238","repostId":"1160702483","repostType":4,"repost":{"id":"1160702483","kind":"news","pubTimestamp":1625369888,"share":"https://ttm.financial/m/news/1160702483?lang=&edition=fundamental","pubTime":"2021-07-04 11:38","market":"us","language":"en","title":"Two new stock market acronyms — FOLO and YOMO — can save you a lot of grief (and money)","url":"https://stock-news.laohu8.com/highlight/detail?id=1160702483","media":"MarketWatch","summary":"When stock market investing gets too easy, consider getting out of the market.\n\nYou’ve probably hear","content":"<blockquote>\n <b>When stock market investing gets too easy, consider getting out of the market.</b>\n</blockquote>\n<p>You’ve probably heard about people trading stocks based on two acronyms: FOMO (fear of missing out) and YOLO (you only live once). I searched Twitter for both terms with the word “stocks” included, and here’s what I found:</p>\n<p><img src=\"https://static.tigerbbs.com/4416d357ac2bc16d4fdcf60a3c4c3c56\" tg-width=\"916\" tg-height=\"463\"></p>\n<p>I have a proposition for you. In the name of flipping it, we should consider the following two terms as much more insightful and helpful to investors and traders:</p>\n<p>FOLO (fear of living once)&nbsp; and YOMO (you only miss out).</p>\n<p>Here’s a story I’ve told about how things can go wrong even when you’re think you’re trading well and outperforming the markets seems easy.</p>\n<p>Return to 2004</p>\n<p>It was late January 2004, and I was starting my second full year of running a hedge fund, and I was off to an incredible start to the year. I’d come into 2004 steadily scaling into ever-larger and more aggressive positions in mostly internet core equipment vendors like Nortel, JDSU, and Cisco, not to mention my largest position in Apple, which I’d first bought for the fund back in March of 2003. (I held Apple along with occasional Apple call options until I closed the fund, by the way.) I’d made big money already in my hedge fund, which was full of mostly long positions as the markets had been in a big rebound from their October 2002 lows.</p>\n<p>As 2004 started, the markets were in what I called a Steady Betty Rally Mode at the time, and internet-equipment stocks were the single hottest sector into the new year. I started trimming some of my biggest winners down, including the aforementioned Nortel, JDSU and Cisco, along with any stocks that were up 20%, 30% or even more as January wore on. By late January, I was nearly back up to half in cash and the hedge fund was already up nearly 25% for the year while the broader markets were barely up 5% on the year.</p>\n<p>In the last week of January, the markets turned south and the highest-flying winners of the year, like those that I’d just sold down and taken huge profits on, were the hardest hit. I’d previously learned the hard way over the years that you should never confuse a bull market with genius, but I’d even nailed the near-term top and my whole year was already in the pocket. I was feeling pretty good about myself and my trading prowess and listening to Willie cover Woody Guthrie’s classic, “Stay a little longer” chuckling about how I’d left before the party was busted!</p>\n<p>By early February, I was “only” up just over 20% on the year, as I still had half my fund in stocks and a few options, but the markets were now down year to date and the stocks I’d so smartly sold down at the top had themselves pulled back 20%-30% from their highs. They finally were stabilizing and the charts started to turn upward as the stocks were flattish to down on the year.</p>\n<p>Here I was sitting on a huge pile of cash and feeling like a genius for having sold at the top and here was a chance to just slowly start rebuilding and buying some new stocks while they were down. I started to buy back a few shares and to put just a little bit of that 50% cash, along with more cash coming in, to work in the markets.</p>\n<p>By the time March rolled around, I was back fully invested and mostly long, up single digits on the year, and the markets were down about 10% or so on the year. One morning as I walked into my hedge fund hotel office that I rented from Bear Stearns on the 40th floor in midtown New York, I was shocked to see the Nasdaq futures were down huge. I pulled up the Bloomberg terminal and my heart sank as the headline screamed “Nortel admits fraud; Major telecom equipment vendors under investigation” or something along those lines. Nortel was cut in half and most every internet-equipment-related stock in the market was down 20% or more on the day. I puked my guts out that whole day and cried myself to sleep that night.</p>\n<p>I spent the rest of the year digging out of that hole and getting back ahead of the market and had a lot of success in that hedge fund from that bottom.</p>\n<p>Lesson of the week — do not dig yourself a hole, OK?</p>\n<p>Foreshadowing</p>\n<p>Here’s something I wrote in 2007, the last time I started turning from bullish to bearish and eventually traded my hedge fund for a TV gig right before the markets started tanking in late 2007: “Concerned about complacency” (May 3, 2007).</p>\n<p>Here’s an excerpt:</p>\n<p><i>I’m worried. That’s no news flash, as I’m&nbsp;always&nbsp;worried, but I am really concerned about the complacency out there. Earnings are great, as evidenced by the booming season we’re experiencing. The global economy is lifting a lot of boats. And every time I try to get bearish, I feel almost silly when the action, fundamentals and environment are this strong.</i></p>\n<p><i>Just about everybody is long real estate. … Wasn’t almost every rationalization for why we shouldn’t fret about any real estate bubble true when real estate crashed the last few times?</i></p>\n<p><i>Last month, the IMF reported that “the global economy remains on track for robust growth in 2007 and 2008. … Moreover, downside risks to the outlook seem less threatening than at the time of the September 2006&nbsp;World Economic Outlook.” Has the IMF ever gotten the outlook right?</i></p>\n<p><i>This utter disregard for risk permeates the sell side, too, as evidenced by this broker note from Bear this morning: “Worries —&nbsp;the market is running out of major concerns.” Not surprisingly, I suppose, I’m going to&nbsp;flip&nbsp;that statement as I find I have more major concerns about the market and economy today than I’ve had at any point in the past five years.</i></p>\n<p><i>A&nbsp;Citi&nbsp;board member recently told me that I had a “lot of guts” for having launched a tech fund in October 2002. I think you’d have to have a lot of guts to launch a tech fund in May 2007! I’m focusing more on the short side than anything else right now.</i></p>\n<p>Beware when things are too easy</p>\n<p>Cody&nbsp;back in real time, 2021. I’m not saying the markets are about to tank like they did in 2008. But I am saying, once again, that I know way too many random hard-working people who are convinced that they can make big money in cryptos and meme stocks and by trading, trading, trading.</p>\n<p>And all my analysis points to an unfortunate risk/reward set up for the aggressive bulls here.</p>\n<p>That story above about Nortel: I’m here to tell you that you won’t always get a chance to sell when the charts stop working. You don’t always get a chance to lock in your gains while you think it’s easy.</p>\n<p>I’ve been in this business, picking stocks and helping people manage their money for 25 years, and it seems obvious to me that trading and investing and making profits and keeping those profits is very hard to do over many years. There are times it seems easy. That’s often the best time to get cautious. Because if it really were easy, nobody would work their real jobs. We could all just trade stocks to each other all day and make all the money we need. Yeah, right.</p>\n<p>I have a new name or two I’m digging hard into this week, one in AI and another that’s trying to revolutionize long-term gig employment trends. Until then, I’m staying steady as she goes, even as so many others think YOLO and FOMO are just fun, little acronyms.</p>","source":"lsy1603348471595","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>Two new stock market acronyms — FOLO and YOMO — can save you a lot of grief (and money)</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\">\nTwo new stock market acronyms — FOLO and YOMO — can save you a lot of grief (and money)\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-07-04 11:38 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.marketwatch.com/story/two-new-stock-market-acronyms-folo-and-yomo-can-save-you-a-lot-of-grief-and-money-11625247142?mod=home-page><strong>MarketWatch</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>When stock market investing gets too easy, consider getting out of the market.\n\nYou’ve probably heard about people trading stocks based on two acronyms: FOMO (fear of missing out) and YOLO (you only ...</p>\n\n<a href=\"https://www.marketwatch.com/story/two-new-stock-market-acronyms-folo-and-yomo-can-save-you-a-lot-of-grief-and-money-11625247142?mod=home-page\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".SPX":"S&P 500 Index",".DJI":"道琼斯",".IXIC":"NASDAQ Composite","SPY":"标普500ETF"},"source_url":"https://www.marketwatch.com/story/two-new-stock-market-acronyms-folo-and-yomo-can-save-you-a-lot-of-grief-and-money-11625247142?mod=home-page","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1160702483","content_text":"When stock market investing gets too easy, consider getting out of the market.\n\nYou’ve probably heard about people trading stocks based on two acronyms: FOMO (fear of missing out) and YOLO (you only live once). I searched Twitter for both terms with the word “stocks” included, and here’s what I found:\n\nI have a proposition for you. In the name of flipping it, we should consider the following two terms as much more insightful and helpful to investors and traders:\nFOLO (fear of living once)  and YOMO (you only miss out).\nHere’s a story I’ve told about how things can go wrong even when you’re think you’re trading well and outperforming the markets seems easy.\nReturn to 2004\nIt was late January 2004, and I was starting my second full year of running a hedge fund, and I was off to an incredible start to the year. I’d come into 2004 steadily scaling into ever-larger and more aggressive positions in mostly internet core equipment vendors like Nortel, JDSU, and Cisco, not to mention my largest position in Apple, which I’d first bought for the fund back in March of 2003. (I held Apple along with occasional Apple call options until I closed the fund, by the way.) I’d made big money already in my hedge fund, which was full of mostly long positions as the markets had been in a big rebound from their October 2002 lows.\nAs 2004 started, the markets were in what I called a Steady Betty Rally Mode at the time, and internet-equipment stocks were the single hottest sector into the new year. I started trimming some of my biggest winners down, including the aforementioned Nortel, JDSU and Cisco, along with any stocks that were up 20%, 30% or even more as January wore on. By late January, I was nearly back up to half in cash and the hedge fund was already up nearly 25% for the year while the broader markets were barely up 5% on the year.\nIn the last week of January, the markets turned south and the highest-flying winners of the year, like those that I’d just sold down and taken huge profits on, were the hardest hit. I’d previously learned the hard way over the years that you should never confuse a bull market with genius, but I’d even nailed the near-term top and my whole year was already in the pocket. I was feeling pretty good about myself and my trading prowess and listening to Willie cover Woody Guthrie’s classic, “Stay a little longer” chuckling about how I’d left before the party was busted!\nBy early February, I was “only” up just over 20% on the year, as I still had half my fund in stocks and a few options, but the markets were now down year to date and the stocks I’d so smartly sold down at the top had themselves pulled back 20%-30% from their highs. They finally were stabilizing and the charts started to turn upward as the stocks were flattish to down on the year.\nHere I was sitting on a huge pile of cash and feeling like a genius for having sold at the top and here was a chance to just slowly start rebuilding and buying some new stocks while they were down. I started to buy back a few shares and to put just a little bit of that 50% cash, along with more cash coming in, to work in the markets.\nBy the time March rolled around, I was back fully invested and mostly long, up single digits on the year, and the markets were down about 10% or so on the year. One morning as I walked into my hedge fund hotel office that I rented from Bear Stearns on the 40th floor in midtown New York, I was shocked to see the Nasdaq futures were down huge. I pulled up the Bloomberg terminal and my heart sank as the headline screamed “Nortel admits fraud; Major telecom equipment vendors under investigation” or something along those lines. Nortel was cut in half and most every internet-equipment-related stock in the market was down 20% or more on the day. I puked my guts out that whole day and cried myself to sleep that night.\nI spent the rest of the year digging out of that hole and getting back ahead of the market and had a lot of success in that hedge fund from that bottom.\nLesson of the week — do not dig yourself a hole, OK?\nForeshadowing\nHere’s something I wrote in 2007, the last time I started turning from bullish to bearish and eventually traded my hedge fund for a TV gig right before the markets started tanking in late 2007: “Concerned about complacency” (May 3, 2007).\nHere’s an excerpt:\nI’m worried. That’s no news flash, as I’m always worried, but I am really concerned about the complacency out there. Earnings are great, as evidenced by the booming season we’re experiencing. The global economy is lifting a lot of boats. And every time I try to get bearish, I feel almost silly when the action, fundamentals and environment are this strong.\nJust about everybody is long real estate. … Wasn’t almost every rationalization for why we shouldn’t fret about any real estate bubble true when real estate crashed the last few times?\nLast month, the IMF reported that “the global economy remains on track for robust growth in 2007 and 2008. … Moreover, downside risks to the outlook seem less threatening than at the time of the September 2006 World Economic Outlook.” Has the IMF ever gotten the outlook right?\nThis utter disregard for risk permeates the sell side, too, as evidenced by this broker note from Bear this morning: “Worries — the market is running out of major concerns.” Not surprisingly, I suppose, I’m going to flip that statement as I find I have more major concerns about the market and economy today than I’ve had at any point in the past five years.\nA Citi board member recently told me that I had a “lot of guts” for having launched a tech fund in October 2002. I think you’d have to have a lot of guts to launch a tech fund in May 2007! I’m focusing more on the short side than anything else right now.\nBeware when things are too easy\nCody back in real time, 2021. I’m not saying the markets are about to tank like they did in 2008. But I am saying, once again, that I know way too many random hard-working people who are convinced that they can make big money in cryptos and meme stocks and by trading, trading, trading.\nAnd all my analysis points to an unfortunate risk/reward set up for the aggressive bulls here.\nThat story above about Nortel: I’m here to tell you that you won’t always get a chance to sell when the charts stop working. You don’t always get a chance to lock in your gains while you think it’s easy.\nI’ve been in this business, picking stocks and helping people manage their money for 25 years, and it seems obvious to me that trading and investing and making profits and keeping those profits is very hard to do over many years. There are times it seems easy. That’s often the best time to get cautious. Because if it really were easy, nobody would work their real jobs. We could all just trade stocks to each other all day and make all the money we need. Yeah, right.\nI have a new name or two I’m digging hard into this week, one in AI and another that’s trying to revolutionize long-term gig employment trends. Until then, I’m staying steady as she goes, even as so many others think YOLO and FOMO are just fun, little acronyms.","news_type":1},"isVote":1,"tweetType":1,"viewCount":86,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":891076318,"gmtCreate":1628311793934,"gmtModify":1703504962348,"author":{"id":"3555995243932378","authorId":"3555995243932378","name":"Fishark","avatar":"https://community-static.tradeup.com/news/7e81706bdea5d6e67bd7db8a09640fe0","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3555995243932378","authorIdStr":"3555995243932378"},"themes":[],"htmlText":"Thanks for sharing!","listText":"Thanks for sharing!","text":"Thanks for sharing!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/891076318","repostId":"1143051031","repostType":4,"isVote":1,"tweetType":1,"viewCount":260,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":170180361,"gmtCreate":1626412073553,"gmtModify":1703759666104,"author":{"id":"3555995243932378","authorId":"3555995243932378","name":"Fishark","avatar":"https://community-static.tradeup.com/news/7e81706bdea5d6e67bd7db8a09640fe0","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3555995243932378","authorIdStr":"3555995243932378"},"themes":[],"htmlText":"Great insights, except that the market is running contrary to everyone's expectations now. Maybe doomsday won't happen at all","listText":"Great insights, except that the market is running contrary to everyone's expectations now. Maybe doomsday won't happen at all","text":"Great insights, except that the market is running contrary to everyone's expectations now. Maybe doomsday won't happen at all","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/170180361","repostId":"1131457770","repostType":4,"repost":{"id":"1131457770","kind":"news","pubTimestamp":1626398407,"share":"https://ttm.financial/m/news/1131457770?lang=&edition=fundamental","pubTime":"2021-07-16 09:20","market":"us","language":"en","title":"Gundlach Warns Dollar Is \"Doomed\", Stocks Are At \"Nosebleed\" Levels","url":"https://stock-news.laohu8.com/highlight/detail?id=1131457770","media":"zerohedge","summary":"It has been a while since DoubleLine Founder Jeffrey Gundlach sat for a lengthy interview withCNBC's","content":"<p>It has been a while since DoubleLine Founder Jeffrey Gundlach sat for a lengthy interview withCNBC's Scott Wapner, aka \"the Judge\", during the network's \"Halftime Report\". Gundlach has at times clashed with various CNBC personalities, but his interviews draw a large audience thanks to his status as one of the industry's foremost bond-market gurus - perhaps because his often bearish take on markets is a refreshing departure from the parade of uber-bulls that populates CNBC's market-hours programming.</p>\n<p><img src=\"https://static.tigerbbs.com/1da3a4f9e21ca6778d325fb2ad274c3a\" tg-width=\"500\" tg-height=\"321\"></p>\n<p>During Thursday's interview, Gundlach - who started speaking just as Fed Chairman Jerome Powell was wrapping up his second day of Congressional testimony - warned that the only way stocks can sustain their record highs would be for the Fed's unprecedented stimulus programs to remain in place forever.</p>\n<p>This isn't the first time Gundlach has warned about an impending blowup in stocks. Back in March, he claimed that suggesting the stock market is \"anything other than very overvalued\" versus history is ignorant of \"all the metrics of valuation,\" according toBI.</p>\n<p>To try and avoid a market reckoning, Powell &amp; Co. are moving the goalposts about what constitutes \"transitory\" inflation.</p>\n<p>While Gundlach doesn't see much upside for commodities, he believes rising wages will continue to drive the price of goods higher. And although the Fed's asset-buying and a general wash of liquidity have kept bond yields \"ridiculously low\", the stock market has been trading at \"extremely high\" valuations.</p>\n<p>Equity valuations might be outrageous, Gundlach said. But while stocks are enjoying outrageous valuations based on most metrics, when compared to bonds, stocks actually look cheap.</p>\n<blockquote>\n \"The reason I say stocks are cheap compared to bonds is a very simplistic comparison, it's the yield on the Treasury vs. stocks,\" Gundlach said.\n</blockquote>\n<p>The biggest threat to markets, as Gundlach sees it, is persistently accelerating inflation (echoing a warning from Sen. Pat Toomey and other Republicans from Powell's latest Congressional testimony). He argued that \"even two more months\" of higher-than-anticipated inflation could force a \"reality check\" at the Fed.</p>\n<blockquote>\n \"Everywhere I go I talk to people at all levels of business and they say the same thing, they can't get workers,\" Gundlach said.\n</blockquote>\n<p>While Powell himself acknowledged that inflation has been more persistent than the Fed had anticipated, the Fed chief warned against overreacting to the data.</p>\n<p><img src=\"https://static.tigerbbs.com/d42874552d6f29482f7731714a045d7a\" tg-width=\"510\" tg-height=\"489\"></p>\n<p>Moving on, Wapner asked Gundlach for his thoughts about the greenback, and Gundlach reiterated his warning that the dollar is \"doomed\" over the long-term.</p>\n<blockquote>\n \"I don't want to be overly dramatic, but I think [the dollar] is doomed,\" Gundlach said.\n</blockquote>\n<blockquote>\n \"Ultimately, the size of our deficits — both trade deficit, which has exploded post-pandemic, and the budget deficit, which is, obviously, completely off the charts — suggest that in the intermediate term — I don’t really think this year, exactly, but in the intermediate term — the dollar is going to fall pretty substantially,\" he said.\n</blockquote>\n<p>As for what's driving Treasury yields lower, Gundlach explained that several factors are weighing on yields, and it's not just the Fed.</p>\n<blockquote>\n \"Yields are this low because of all the liquidity in the system. There's so much money that's out there, banks are so flush with deposits, you see all these dislocations in the repo market...\"\n</blockquote>\n<blockquote>\n \"We also have a lot of foreign buying...when you're a Japanese investor and you hedge your currency risk so you're just owning the yield...Foreigners had been liquidating Treasury holdings for years until several months ago, and now the foreigners are back.\"\n</blockquote>\n<blockquote>\n \"The bond market doesn't look cheap vs stocks, it doesn't look cheap vs inflation, but there are motivations...to buy it,\" Gundlach continued. For example, pension funds: \"Many pension plans have actually reached their best funding status since prior to the global crisis. There's motivation for pension plans for when they get to fully funded status to just lock it in. When you're running a pension plan where you experience multiple bear markets, they want to avoid that bad.\"\n</blockquote>\n<p>While foreign investors and pension plans are helping the Fed suppress rates across the curve, there's one area where the Fed's influence is overwhelming.</p>\n<blockquote>\n \"The Fed has absolute, iron-fisted control over short term interest rates.\"\n</blockquote>\n<p>In the past,Gundlach has warnedabout the dangers of a corporate debt implosion, and on Thursday, he warned that corporate bonds are also at their most expensive level in 20 years.</p>\n<p>Finally, asked for his view on cryptocurrency, Gundlach said crypto was a \"proxy for speculative fervor\" and that the chart \"looks pretty scary\".</p>\n<blockquote>\n \"I saw one guy who said it would be worth $400,000 then he said it was going to crash...I try to be a little more consistent...I've never been long bitcoin I've never been short bitcoin...it's not for me.\"\n</blockquote>\n<p>To sum up: According to Gundlach, stocks are overvalued (except vs bonds), corporate bonds are the most expensive in 20 years, commodity prices have peaked, yet inflation is accelerating, bitcoin is a \"highly speculative\" asset to be avoided, and the Fed is cornered.</p>\n<p>In other words, get ready for a wild ride in markets over the next year as the Fed is forced to start hiking interest rates and dialing back its balance sheet.</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>Gundlach Warns Dollar Is \"Doomed\", Stocks Are At \"Nosebleed\" Levels</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\">\nGundlach Warns Dollar Is \"Doomed\", Stocks Are At \"Nosebleed\" Levels\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-07-16 09:20 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.zerohedge.com/markets/gundlach-warns-dollar-doomed-stocks-are-nosebleed-levels><strong>zerohedge</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>It has been a while since DoubleLine Founder Jeffrey Gundlach sat for a lengthy interview withCNBC's Scott Wapner, aka \"the Judge\", during the network's \"Halftime Report\". Gundlach has at times ...</p>\n\n<a href=\"https://www.zerohedge.com/markets/gundlach-warns-dollar-doomed-stocks-are-nosebleed-levels\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"SPY":"标普500ETF",".DJI":"道琼斯",".SPX":"S&P 500 Index",".IXIC":"NASDAQ Composite"},"source_url":"https://www.zerohedge.com/markets/gundlach-warns-dollar-doomed-stocks-are-nosebleed-levels","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1131457770","content_text":"It has been a while since DoubleLine Founder Jeffrey Gundlach sat for a lengthy interview withCNBC's Scott Wapner, aka \"the Judge\", during the network's \"Halftime Report\". Gundlach has at times clashed with various CNBC personalities, but his interviews draw a large audience thanks to his status as one of the industry's foremost bond-market gurus - perhaps because his often bearish take on markets is a refreshing departure from the parade of uber-bulls that populates CNBC's market-hours programming.\n\nDuring Thursday's interview, Gundlach - who started speaking just as Fed Chairman Jerome Powell was wrapping up his second day of Congressional testimony - warned that the only way stocks can sustain their record highs would be for the Fed's unprecedented stimulus programs to remain in place forever.\nThis isn't the first time Gundlach has warned about an impending blowup in stocks. Back in March, he claimed that suggesting the stock market is \"anything other than very overvalued\" versus history is ignorant of \"all the metrics of valuation,\" according toBI.\nTo try and avoid a market reckoning, Powell & Co. are moving the goalposts about what constitutes \"transitory\" inflation.\nWhile Gundlach doesn't see much upside for commodities, he believes rising wages will continue to drive the price of goods higher. And although the Fed's asset-buying and a general wash of liquidity have kept bond yields \"ridiculously low\", the stock market has been trading at \"extremely high\" valuations.\nEquity valuations might be outrageous, Gundlach said. But while stocks are enjoying outrageous valuations based on most metrics, when compared to bonds, stocks actually look cheap.\n\n \"The reason I say stocks are cheap compared to bonds is a very simplistic comparison, it's the yield on the Treasury vs. stocks,\" Gundlach said.\n\nThe biggest threat to markets, as Gundlach sees it, is persistently accelerating inflation (echoing a warning from Sen. Pat Toomey and other Republicans from Powell's latest Congressional testimony). He argued that \"even two more months\" of higher-than-anticipated inflation could force a \"reality check\" at the Fed.\n\n \"Everywhere I go I talk to people at all levels of business and they say the same thing, they can't get workers,\" Gundlach said.\n\nWhile Powell himself acknowledged that inflation has been more persistent than the Fed had anticipated, the Fed chief warned against overreacting to the data.\n\nMoving on, Wapner asked Gundlach for his thoughts about the greenback, and Gundlach reiterated his warning that the dollar is \"doomed\" over the long-term.\n\n \"I don't want to be overly dramatic, but I think [the dollar] is doomed,\" Gundlach said.\n\n\n \"Ultimately, the size of our deficits — both trade deficit, which has exploded post-pandemic, and the budget deficit, which is, obviously, completely off the charts — suggest that in the intermediate term — I don’t really think this year, exactly, but in the intermediate term — the dollar is going to fall pretty substantially,\" he said.\n\nAs for what's driving Treasury yields lower, Gundlach explained that several factors are weighing on yields, and it's not just the Fed.\n\n \"Yields are this low because of all the liquidity in the system. There's so much money that's out there, banks are so flush with deposits, you see all these dislocations in the repo market...\"\n\n\n \"We also have a lot of foreign buying...when you're a Japanese investor and you hedge your currency risk so you're just owning the yield...Foreigners had been liquidating Treasury holdings for years until several months ago, and now the foreigners are back.\"\n\n\n \"The bond market doesn't look cheap vs stocks, it doesn't look cheap vs inflation, but there are motivations...to buy it,\" Gundlach continued. For example, pension funds: \"Many pension plans have actually reached their best funding status since prior to the global crisis. There's motivation for pension plans for when they get to fully funded status to just lock it in. When you're running a pension plan where you experience multiple bear markets, they want to avoid that bad.\"\n\nWhile foreign investors and pension plans are helping the Fed suppress rates across the curve, there's one area where the Fed's influence is overwhelming.\n\n \"The Fed has absolute, iron-fisted control over short term interest rates.\"\n\nIn the past,Gundlach has warnedabout the dangers of a corporate debt implosion, and on Thursday, he warned that corporate bonds are also at their most expensive level in 20 years.\nFinally, asked for his view on cryptocurrency, Gundlach said crypto was a \"proxy for speculative fervor\" and that the chart \"looks pretty scary\".\n\n \"I saw one guy who said it would be worth $400,000 then he said it was going to crash...I try to be a little more consistent...I've never been long bitcoin I've never been short bitcoin...it's not for me.\"\n\nTo sum up: According to Gundlach, stocks are overvalued (except vs bonds), corporate bonds are the most expensive in 20 years, commodity prices have peaked, yet inflation is accelerating, bitcoin is a \"highly speculative\" asset to be avoided, and the Fed is cornered.\nIn other words, get ready for a wild ride in markets over the next year as the Fed is forced to start hiking interest rates and dialing back its balance sheet.","news_type":1},"isVote":1,"tweetType":1,"viewCount":114,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9013053187,"gmtCreate":1648656277788,"gmtModify":1676534373102,"author":{"id":"3555995243932378","authorId":"3555995243932378","name":"Fishark","avatar":"https://community-static.tradeup.com/news/7e81706bdea5d6e67bd7db8a09640fe0","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3555995243932378","authorIdStr":"3555995243932378"},"themes":[],"htmlText":"Nio way! (Pun intended)&nbsp;[Tongue]&nbsp;","listText":"Nio way! (Pun intended)&nbsp;[Tongue]&nbsp;","text":"Nio way! (Pun intended) [Tongue]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9013053187","repostId":"2223950802","repostType":2,"repost":{"id":"2223950802","kind":"highlight","pubTimestamp":1648649952,"share":"https://ttm.financial/m/news/2223950802?lang=&edition=fundamental","pubTime":"2022-03-30 22:19","market":"us","language":"en","title":"Why Cathie Wood Just Dumped Tesla for This Hot EV Stock","url":"https://stock-news.laohu8.com/highlight/detail?id=2223950802","media":"Motley Fool","summary":"Cathie Wood makes a big move and buy Nio stock for the first time.","content":"<html><head></head><body><p>Famed investor Cathie Wood is a bull on electric vehicles (EVs), as the industry fits her policy of investing in disruption and innovation growth stories, including autonomous technology. In a recent interview  with <i>Barron&#39;s</i>, Wood even predicted EV sales to grow from 4.8 million units in 2021 to 40 million units in 2026.</p><p>Wood owns several EV stocks, but the one that&#39;s stood out so far is industry leader <b>Tesla</b>. Tesla is, in fact, Wood&#39;s largest holding -- the stock constituted 7.54% across all of Ark Invest&#39;s family of exchange-traded funds (Pacer Swan SOS Fund of Funds ETFs) as of March 28.</p><p>Yet, that&#39;s after Wood sold nearly 146,000 shares in Tesla on March 25. The last time Wood sold Tesla shares was in January.</p><p>What&#39;s even more surprising, though, is the EV stock Wood bought same day: <b>Nio</b>. The <b>Ark Autonomous Technology &amp; Robotics ETF</b> (ARKQ) reported a purchase transaction of 420,057 shares of Nio on March 25.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/bb11f4ff477a5aa657c946261c8b83da\" tg-width=\"700\" tg-height=\"393\" referrerpolicy=\"no-referrer\"/><span>Image source: Getty Images.</span></p><p>To be sure, trimming her Tesla position doesn&#39;t necessarily mean Wood&#39;s conviction on the stock has lessened. Yet the fact that she bought Nio stock for the first time ever deserves a lot more attention from investors as it confirms Wood&#39;s conviction in the Chinese EV stock.</p><h2>Why Nio caught Cathie Wood&#39;s attention</h2><p>Wood&#39;s interest in Tesla shouldn&#39;t come as a surprise. The company&#39;s foothold in the EV industry is hard to match and even catch up with, as Tesla already has nearly a million cars out on the roads and its sales have grown exponentially in recent years.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/b2f525e4ebb4e2c40e0150bcf01ec7b9\" tg-width=\"700\" tg-height=\"700\" referrerpolicy=\"no-referrer\"/><span>Image source: Statista.</span></p><p>Yet competition is heating up, and Wood seemingly doesn&#39;t want miss any opportunity EV companies other than Tesla can bring to the table. Nio is, in fact, often called the &#34;Tesla of China&#34; and has even said it aims to sell better products than Tesla but at lower costs.</p><p>The fact that Wood bought Nio stock just one day after the company&#39;s fourth-quarter and full-year 2021 earnings release suggests something in the report caught Wood&#39;s attention. I believe it&#39;s the EV maker&#39;s growth plans.</p><h2>Nio&#39;s big plans</h2><p>Nio expects to deliver 25,000-26,000 vehicles in the first quarter. That&#39;s roughly flat sequentially at the lower end of the guidance range and reflects the severe supply constraints facing the company.</p><p>Yet Nio isn&#39;t worried as much yet and has ruled out any plans to raise vehicle prices to pass on higher costs to consumers for now. Tesla, in contrast, recently raised prices of its EVs twice within a matter of days.</p><p>More importantly, despite the challenges, Nio is sticking with its plans to launch three EVs this year. The company is on track so far, having started deliveries of its flagship sedan, the ET7, on March 28. Nio plans to launch its first SUV, the ES7, in the coming weeks and its midsize sedan, the ET5, later in the year.</p><p>Nio&#39;s revenue should grow as it expands its product portfolio. In 2021, Nio generated $5.6 billion in revenue backed by deliveries of 91,429 vehicles. And Nio has already set foot outside of China and is targeting one of the world&#39;s largest EV markets next: Europe. Nio will enter at least four countries in Europe this year.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/e327e3b1a66f10690e5ef105a1177dc3\" tg-width=\"700\" tg-height=\"520\" referrerpolicy=\"no-referrer\"/><span>Image source: Statista.</span></p><p>In the long term, Nio plans to create a mass-market brand to build affordable EVs ranging between $30,000 to $50,000 per car.</p><h2>Path to profitability</h2><p>As a company that has its eyes set set on two of the world&#39;s largest EV markets, the growth potential for Nio is huge if can deliver on its plans. Nio also has a solid competitive advantage over its peers that could give it a lead especially during these inflationary times: its battery-as-a-service (BaaS) program.</p><p>BaaS offers potential customers the option to save thousands of dollars by buying cars without batteries and instead paying a monthly subscription fee to swap and charge batteries on demand at Nio&#39;s swap stations. As of March 20, Nio had 864 battery swap stations and 760 supercharging stations in China, according to new energy vehicle (NEV)-focused website CnEvPost.</p><p>Nio&#39;s agility was also on full display when it quickly listed its stock in Hong Kong in early March as the threat of having Chinese stocks delisted from the U.S. deepened.</p><p>Most importantly, Nio just said it could break even as early as the fourth quarter of 2023 and deliver its first full year of profit in 2024.</p><p>In an industry where scaling up production profitably is an uphill task, Nio sounds confident about its capabilities. That&#39;s what seems to have caught Cathie Wood&#39;s attention, and she evidently bought the dip in this hot EV stock.</p></body></html>","source":"fool_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Why Cathie Wood Just Dumped Tesla for This Hot EV Stock</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nWhy Cathie Wood Just Dumped Tesla for This Hot EV Stock\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-03-30 22:19 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2022/03/30/why-cathie-wood-dumped-tesla-for-this-hot-ev-stock/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Famed investor Cathie Wood is a bull on electric vehicles (EVs), as the industry fits her policy of investing in disruption and innovation growth stories, including autonomous technology. In a recent ...</p>\n\n<a href=\"https://www.fool.com/investing/2022/03/30/why-cathie-wood-dumped-tesla-for-this-hot-ev-stock/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4511":"特斯拉概念","BK4099":"汽车制造商","TSLA":"特斯拉","BK4574":"无人驾驶","BK4555":"新能源车","BK4550":"红杉资本持仓","BK4551":"寇图资本持仓","NIO":"蔚来","BK4548":"巴美列捷福持仓","BK4527":"明星科技股","BK4534":"瑞士信贷持仓","BK4581":"高盛持仓","BK4533":"AQR资本管理(全球第二大对冲基金)"},"source_url":"https://www.fool.com/investing/2022/03/30/why-cathie-wood-dumped-tesla-for-this-hot-ev-stock/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2223950802","content_text":"Famed investor Cathie Wood is a bull on electric vehicles (EVs), as the industry fits her policy of investing in disruption and innovation growth stories, including autonomous technology. In a recent interview  with Barron's, Wood even predicted EV sales to grow from 4.8 million units in 2021 to 40 million units in 2026.Wood owns several EV stocks, but the one that's stood out so far is industry leader Tesla. Tesla is, in fact, Wood's largest holding -- the stock constituted 7.54% across all of Ark Invest's family of exchange-traded funds (Pacer Swan SOS Fund of Funds ETFs) as of March 28.Yet, that's after Wood sold nearly 146,000 shares in Tesla on March 25. The last time Wood sold Tesla shares was in January.What's even more surprising, though, is the EV stock Wood bought same day: Nio. The Ark Autonomous Technology & Robotics ETF (ARKQ) reported a purchase transaction of 420,057 shares of Nio on March 25.Image source: Getty Images.To be sure, trimming her Tesla position doesn't necessarily mean Wood's conviction on the stock has lessened. Yet the fact that she bought Nio stock for the first time ever deserves a lot more attention from investors as it confirms Wood's conviction in the Chinese EV stock.Why Nio caught Cathie Wood's attentionWood's interest in Tesla shouldn't come as a surprise. The company's foothold in the EV industry is hard to match and even catch up with, as Tesla already has nearly a million cars out on the roads and its sales have grown exponentially in recent years.Image source: Statista.Yet competition is heating up, and Wood seemingly doesn't want miss any opportunity EV companies other than Tesla can bring to the table. Nio is, in fact, often called the \"Tesla of China\" and has even said it aims to sell better products than Tesla but at lower costs.The fact that Wood bought Nio stock just one day after the company's fourth-quarter and full-year 2021 earnings release suggests something in the report caught Wood's attention. I believe it's the EV maker's growth plans.Nio's big plansNio expects to deliver 25,000-26,000 vehicles in the first quarter. That's roughly flat sequentially at the lower end of the guidance range and reflects the severe supply constraints facing the company.Yet Nio isn't worried as much yet and has ruled out any plans to raise vehicle prices to pass on higher costs to consumers for now. Tesla, in contrast, recently raised prices of its EVs twice within a matter of days.More importantly, despite the challenges, Nio is sticking with its plans to launch three EVs this year. The company is on track so far, having started deliveries of its flagship sedan, the ET7, on March 28. Nio plans to launch its first SUV, the ES7, in the coming weeks and its midsize sedan, the ET5, later in the year.Nio's revenue should grow as it expands its product portfolio. In 2021, Nio generated $5.6 billion in revenue backed by deliveries of 91,429 vehicles. And Nio has already set foot outside of China and is targeting one of the world's largest EV markets next: Europe. Nio will enter at least four countries in Europe this year.Image source: Statista.In the long term, Nio plans to create a mass-market brand to build affordable EVs ranging between $30,000 to $50,000 per car.Path to profitabilityAs a company that has its eyes set set on two of the world's largest EV markets, the growth potential for Nio is huge if can deliver on its plans. Nio also has a solid competitive advantage over its peers that could give it a lead especially during these inflationary times: its battery-as-a-service (BaaS) program.BaaS offers potential customers the option to save thousands of dollars by buying cars without batteries and instead paying a monthly subscription fee to swap and charge batteries on demand at Nio's swap stations. As of March 20, Nio had 864 battery swap stations and 760 supercharging stations in China, according to new energy vehicle (NEV)-focused website CnEvPost.Nio's agility was also on full display when it quickly listed its stock in Hong Kong in early March as the threat of having Chinese stocks delisted from the U.S. deepened.Most importantly, Nio just said it could break even as early as the fourth quarter of 2023 and deliver its first full year of profit in 2024.In an industry where scaling up production profitably is an uphill task, Nio sounds confident about its capabilities. That's what seems to have caught Cathie Wood's attention, and she evidently bought the dip in this hot EV stock.","news_type":1},"isVote":1,"tweetType":1,"viewCount":318,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":147848045,"gmtCreate":1626352801087,"gmtModify":1703758451952,"author":{"id":"3555995243932378","authorId":"3555995243932378","name":"Fishark","avatar":"https://community-static.tradeup.com/news/7e81706bdea5d6e67bd7db8a09640fe0","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3555995243932378","authorIdStr":"3555995243932378"},"themes":[],"htmlText":"Awesome","listText":"Awesome","text":"Awesome","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/147848045","repostId":"1140240161","repostType":4,"repost":{"id":"1140240161","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":1626352521,"share":"https://ttm.financial/m/news/1140240161?lang=&edition=fundamental","pubTime":"2021-07-15 20:35","market":"us","language":"en","title":"U.S. weekly jobless claims total 360,000, as expected","url":"https://stock-news.laohu8.com/highlight/detail?id=1140240161","media":"Tiger Newspress","summary":"New weekly jobless claims fell to the lowest level since March 2020, closing back in on pre-pandemic","content":"<p>New weekly jobless claims fell to the lowest level since March 2020, closing back in on pre-pandemic levels as the rate of new joblessness slowed further.</p>\n<p>The Department of Labor released its weekly report on new jobless claims Thursday at 8:30 a.m. ET. Here were the main metrics from the report, compared to consensus data compiled by Bloomberg:</p>\n<ul>\n <li><p><b>Initial jobless claims, week ended July 10:</b>360,000 vs. 350,000 expected and 373,000 during prior week</p></li>\n <li><p><b>Continuing claims, week ended July 3:</b>3.241 million vs. 3.300 million expected and 3.339 million during prior week</p></li>\n</ul>\n<p>Initial unemployment claims extended a months-long downward trend and came in below the psychologically important 400,000 level for a third straight week. During the comparable week in mid-July last year, new filings totaled 1.5 million.</p>\n<p>Markets reacted little to the claims news, with stock market futures pointing lower and government bond yields edging down following the release.</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>U.S. weekly jobless claims total 360,000, as expected</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\">\nU.S. weekly jobless claims total 360,000, as expected\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\">2021-07-15 20:35</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>New weekly jobless claims fell to the lowest level since March 2020, closing back in on pre-pandemic levels as the rate of new joblessness slowed further.</p>\n<p>The Department of Labor released its weekly report on new jobless claims Thursday at 8:30 a.m. ET. Here were the main metrics from the report, compared to consensus data compiled by Bloomberg:</p>\n<ul>\n <li><p><b>Initial jobless claims, week ended July 10:</b>360,000 vs. 350,000 expected and 373,000 during prior week</p></li>\n <li><p><b>Continuing claims, week ended July 3:</b>3.241 million vs. 3.300 million expected and 3.339 million during prior week</p></li>\n</ul>\n<p>Initial unemployment claims extended a months-long downward trend and came in below the psychologically important 400,000 level for a third straight week. During the comparable week in mid-July last year, new filings totaled 1.5 million.</p>\n<p>Markets reacted little to the claims news, with stock market futures pointing lower and government bond yields edging down following the release.</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1140240161","content_text":"New weekly jobless claims fell to the lowest level since March 2020, closing back in on pre-pandemic levels as the rate of new joblessness slowed further.\nThe Department of Labor released its weekly report on new jobless claims Thursday at 8:30 a.m. ET. Here were the main metrics from the report, compared to consensus data compiled by Bloomberg:\n\nInitial jobless claims, week ended July 10:360,000 vs. 350,000 expected and 373,000 during prior week\nContinuing claims, week ended July 3:3.241 million vs. 3.300 million expected and 3.339 million during prior week\n\nInitial unemployment claims extended a months-long downward trend and came in below the psychologically important 400,000 level for a third straight week. During the comparable week in mid-July last year, new filings totaled 1.5 million.\nMarkets reacted little to the claims news, with stock market futures pointing lower and government bond yields edging down following the release.","news_type":1},"isVote":1,"tweetType":1,"viewCount":292,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":124027184,"gmtCreate":1624710352148,"gmtModify":1703843980877,"author":{"id":"3555995243932378","authorId":"3555995243932378","name":"Fishark","avatar":"https://community-static.tradeup.com/news/7e81706bdea5d6e67bd7db8a09640fe0","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3555995243932378","authorIdStr":"3555995243932378"},"themes":[],"htmlText":"BABA to the moon!","listText":"BABA to the moon!","text":"BABA to the moon!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/124027184","repostId":"1164137597","repostType":4,"repost":{"id":"1164137597","kind":"news","pubTimestamp":1624671774,"share":"https://ttm.financial/m/news/1164137597?lang=&edition=fundamental","pubTime":"2021-06-26 09:42","market":"us","language":"en","title":"Alibaba: Can BABA Get Back To $300? Yes, It Can","url":"https://stock-news.laohu8.com/highlight/detail?id=1164137597","media":"seekingalpha","summary":"The recent downturn in Alibaba's share price has created an investment opportunity for long-term capital appreciation.The Chinese economy is expected to become the world's largest economy by 2028 and more than 500 million people will be part of the middle class by end of 2023.Alibaba will experience tailwinds from individuals and businesses spending more money during this period of growth in China.Alibaba is the dominant force in cloud services in China which could become a significant revenue g","content":"<p><b>Summary</b></p>\n<ul>\n <li>The recent downturn in Alibaba's share price has created an investment opportunity for long-term capital appreciation.</li>\n <li>The Chinese economy is expected to become the world's largest economy by 2028 and more than 500 million people will be part of the middle class by end of 2023.</li>\n <li>Alibaba will experience tailwinds from individuals and businesses spending more money during this period of growth in China.</li>\n <li>Alibaba is the dominant force in cloud services in China which could become a significant revenue growth machine as the economy expands.</li>\n</ul>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/814b0a9a0d17977f43665e2eba205b1e\" tg-width=\"1536\" tg-height=\"1024\"><span>Andrew Braun/iStock Editorial via Getty Images</span></p>\n<p>Alibaba(NYSE:BABA)operates a printing press that keeps spitting out tens of billions from total revenue down to net income. Many companies faced adversity throughout the pandemic, and some are still recovering, but not BABA. Through the worst economic environment for businesses to navigate in recent times, BABA generated over $100 billion in revenue and $20 billion in net income during their recent fiscal year. While BABA didn't get the memo about businesses facing challenges amidst the pandemic, the market must not have read BABA's earnings report or crunched the numbers.</p>\n<p>There are two Chinese companies I am bullish on, and BABA is my biggest conviction for appreciation. BABA smashed through the $300 share price level at the end of October 2020, but shareholders have been left confused and disappointed since then. It looked like BABA would turn the corner after a horrible end to 2020 as shares appreciated from $222.36 from the close of 2020 to $270.83 in the middle of February 2021. Still, the markets had other plans, and all shares of BABA have done is disappoint shareholders. If you missed the BABA train, it's time to grab your tickets and climb aboard, and if you purchased BABA during its run to $300 or early 2021 rebound, it might be time to add to your holdings. BABA is going to experience tremendous tailwinds from China's population and economic growth over the next several years, and their printing press is going to need more ink.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/86da7b532f25f563d08490ddc43cbede\" tg-width=\"640\" tg-height=\"337\"><span>(Source: Alibaba)</span></p>\n<p><b>The Alibaba printing press is open for business, and it spits out billions</b></p>\n<p>How many companies can say their annual revenue through the pandemic exceeded $100 billion? The $100 billion revenue mark is a prestigious club that companies such as&nbsp;Facebook (FB),PepsiCo (PEP),Procter &amp; Gamble (PG),Target (TGT), and&nbsp;Johnson &amp; Johnson (JNJ)&nbsp;are not part of. BABA, on the other hand, witnessed its revenue increase by 52.11% and smash through $100 billion as they generated $109.47 billion in their recent fiscal year. For the year ending March 2019, BABA's revenue increased by $16.25 billion (40.74%) to $56.15 billion, then for the March 2020 fiscal year, revenue increased another $15.82 billion (28.17%) to $71.97 billion. BABA is in the same boat as Alphabet(NASDAQ:GOOG)(GOOGL), FB, and Amazon (AMZN) as they watched the pandemic push more people to go digital which accelerated their businesses. For BABA, the forced transition to digital helped them achieve $37.5 billion (52.11%) in additional revenue as they finished their March 2021 fiscal year with $109.47 billion in revenue.</p>\n<p>Since 2013 BABA has not had a year where their annual revenue increase didn't exceed 25% Year over Year (YoY). When you think about that as a growth rate, it's remarkable for a company of BABA's size as this isn't a company chasing its first billion-dollar revenue year. Over the past 5 fiscal years, BABA's annual revenue has increased by $93.8 billion (408.08%) at an average annual rate of 48.25%. Smaller companies considered growth companies would be jealous of these rates, while many large caps are probably envious.</p>\n<p>BABA isn't a one-trick pony that can only generate tens of billions in revenue. BABA can convert right down to the bottom line. Each year BABA has increased its YoY gross profit by a minimum of 10% since 2013. In 2016 BABA generated $10.35 billion in gross profit and, over the next 5 fiscal years, increased its annual gross profit by $34.84 billion (336.68%). BABA has also never fallen below a 40% gross profit margin, Warren Buffett's magic number, as he indicates in<i>Warren Buffett and the Interpretation of Financial Statements. On page 34 of the Kindle edition,it says:</i></p>\n<blockquote>\n As a very general rule (and there are exceptions): Companies with gross profit margins of 40% or better tend to be companies with some sort of durable competitive advantage. Companies with gross profit margins below 40% tend to be companies in highly competitive industries, where competition is hurting overall profit margins (there are exceptions here, too).\n</blockquote>\n<p>The gross profit margin is important for investors to evaluate because it reveals how much of a company's revenue goes directly to producing it and if they have a moat around their business. BABA's numbers indicate they have a sufficient moat around their business that is hard to penetrate. With close to a decade of generating over 40% in gross profit margins, investors can expect that BABA's moat will protect its business operations for years to come.</p>\n<p>Moving to the bottom line BABA does a great job at generating profits. In their most recent fiscal year, BABA generated $22.98 billion in net income, converting more than 1/5th (20.99%) of their revenue to pure profits. Since 2013 BABA has only had 1 year where net income decreases YoY. With that track record, many options open up for BABA in the future as their cash stockpile continues to increase.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/41a5e036f023fa4ced7666e06aa1de6b\" tg-width=\"640\" tg-height=\"444\"><span>(Source: Alibaba)</span></p>\n<p><b>Alibaba will continue to experience tailwinds as China's population and economy expands</b></p>\n<p>Alibaba&nbsp;achieved one billion annual active consumers globally in the fiscal year that ended in March 2021. BABA has 891 million consumers across China's retail marketplace, local consumer services and digital media and entertainment platforms, and approximately 240 million consumers outside China. BABA's annual active consumers in the China retail marketplaces were 811 million as it grew by 85 million YoY. BABA will focus on developing a digital commerce infrastructure that offers an upgraded consumer experience by seamlessly integrating online and offline. Through BABA's infrastructure, countless retailers have digitally transformed their businesses and created multiple retail formats that have enabled new consumption experiences by leveraging consumer insights and technology. BABA's ecosystem, supply chain, and diversified fulfillment services have facilitated an immense digital transformation. By investing in its infrastructure, BABA's customers can now leverage a full range of high-frequency fulfillment services that include on-demand delivery, same-or-next day delivery, and next-day pick-up services for a full range of consumable and physical products.</p>\n<p>BABA will continue to be one of the cornerstones that supports growth within China's economy, which is benefiting from the acceleration of digitalization in all aspects of life and work. China is projected to be the world's largest economy by 2028. The per-capita income in China is expected to grow by roughly 50% from 2020 to 2025.China's average economic growth&nbsp;has been projected to increase at a rate of 5.7% from 2021 to 2025, then slow to 4.5% from 2026 to 2030. As a result,China&nbsp;is on track to join the top 1/3rd of nations and overtake 56 countries in the per capita income rankings by 2025. By the end of 2022, McKinsey&nbsp;predicts&nbsp;that the middle class could expand to 550 million people which is larger than the entire U.S population.</p>\n<p>If the projections for China are correct, this should mean a windfall of cash lining BABA's coffers. It's a simple recipe; when people make more money, they tend to spend more money to enhance their lives and increase their standard of living. As BABA is a dominant force in China's retail sector, they stand to benefit from a growing economy and a larger middle class. At the end of next year, if China has anywhere close to 550 million individuals in the middle class, I believe BABA's revenue and profits will increase significantly. This trend can provide tailwinds throughout the decade for BABA, and eventually, the market will reward shareholders based on BABA's value proposition.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/bbde4a092d19118a2d16daabf5c027d7\" tg-width=\"640\" tg-height=\"463\"><span>(Source: Blomberg)</span></p>\n<p><b>Alibaba has tremendous growth prospects in Cloud as China continues its digitization</b></p>\n<p>Cloud computing has been red hot in the U.S. as the transition from on-prem to cloud has increased the technological capabilities for many organizations. As digitization progresses across the business landscape, cloud providers continue to increase revenue generated from their cloud segments within their overall revenue mix. For example, AWS, the cloud computing division from&nbsp;AMZN, generated $45.37 billion in 2020. Cloud continues to be an exciting sector because the digital transformation is far from being over. Hence, the prospects of new customers are enormous while reoccurring revenue is generated after the transition occurs.</p>\n<p>In China, cloud infrastructure services are still in the early innings as the entire spend was around $15 billion in 2020. In Q1 of 2021, cloud infrastructure services in&nbsp;China&nbsp;grew by 55% YoY as it reached $6 billion. China was the 2nd largest market behind the U.S, accounting for 14% of global investment, up from 12% in Q1 of 2020. With cloud spending and digitization in China increasing, this serves as a major runway for growth in Alibaba Cloud.</p>\n<p>As China's economy expands, businesses will need to become more efficient to support both operations and customer demands. Chinese companies will need to implement infrastructure that can support a digital age of the workforce while supporting cloud services used by consumers for consumption. If China passes the U.S. as the world's largest economy in the second half of this decade, the amount of growth needed in cloud services will be immense. BABA is already the leader in cloud infrastructure services in China as their 39.8% market share accounted for $2.39 billion of the $6 billion spent in Q1 2021. Over the previous 6 quarters, cloud infrastructure spending has increased by roughly $2.3 billion (76.67%) in China. Based on cloud's current trajectory, quarterly revenue is on track to double over the next 2 years, putting Q1 2023 revenue at $10.6 billion. If BABA has a 35% market share, their Q1 2023 would be $3.71 billion, placing their 2023 revenue for cloud at $14.84 billion without factoring in any growth in 2023. From a cloud aspect, China's future spending is very exciting, and BABA will be one of the major benefactors.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/1759b81ce463d503a165d901e2e50d7c\" tg-width=\"640\" tg-height=\"728\"><span>(Source: Canalys)</span></p>\n<p><b>Alibaba has stellar financial metrics and is undervalued compared to the U.S. tech conglomerates</b></p>\n<p>For this comparison, I am going to use AMZN and GOOGL as they have been establishing their dominance in the U.S. for more than a decade. First, here are the raw numbers for AMZN, BABA, and GOOGL:</p>\n<ul>\n <li>AMZN</li>\n <li>BABA</li>\n <li>GOOGL</li>\n</ul>\n<p>The market currently places a multiple of 17.03x on AMZN's equity compared to its market cap, while its revenue multiple is 4.2x. GOOGL has a multiple of 7.17x on its equity and 8.39x on its revenue compared to market cap. AMZN and GOOGL's market caps exceed $1.5 trillion, while BABA's sits at $575.57 billion. The market is placing a 3.5x multiple on BABA's equity and 5.26x on its revenue compared to the market cap. Thus, the market is severely discounting BABA's equity and revenue generation. BABA's equity is worth 28.58% of its market cap, while AMZN's equity is equivalent to 5.87%, and GOOGL's is 13.94% of its market cap. The current discount placed on BABA's equity could create an additional tailwind for shareholders in the future.</p>\n<p><b>Conclusion</b></p>\n<p>It's hard to dismiss the growth opportunities some companies in China are presenting, especially after the recent decline in share prices. However, I believe shares of BABA are currently undervalued based on their current financial metrics and growth rates. China's economy and the amount of capital allocated to cloud service infrastructure are expected to grow substantially over the years. These will create powerful tailwinds for BABA throughout this decade. As a result, I think shareholders have been allowed to establish a BABA or dollar cost average position at a discounted price. I plan on continuing to add shares to my position while the market is discounting BABA.</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>Alibaba: Can BABA Get Back To $300? Yes, It Can</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nAlibaba: Can BABA Get Back To $300? Yes, It Can\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-06-26 09:42 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4436373-alibaba-can-get-back-to-300><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Summary\n\nThe recent downturn in Alibaba's share price has created an investment opportunity for long-term capital appreciation.\nThe Chinese economy is expected to become the world's largest economy by...</p>\n\n<a href=\"https://seekingalpha.com/article/4436373-alibaba-can-get-back-to-300\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BABA":"阿里巴巴"},"source_url":"https://seekingalpha.com/article/4436373-alibaba-can-get-back-to-300","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1164137597","content_text":"Summary\n\nThe recent downturn in Alibaba's share price has created an investment opportunity for long-term capital appreciation.\nThe Chinese economy is expected to become the world's largest economy by 2028 and more than 500 million people will be part of the middle class by end of 2023.\nAlibaba will experience tailwinds from individuals and businesses spending more money during this period of growth in China.\nAlibaba is the dominant force in cloud services in China which could become a significant revenue growth machine as the economy expands.\n\nAndrew Braun/iStock Editorial via Getty Images\nAlibaba(NYSE:BABA)operates a printing press that keeps spitting out tens of billions from total revenue down to net income. Many companies faced adversity throughout the pandemic, and some are still recovering, but not BABA. Through the worst economic environment for businesses to navigate in recent times, BABA generated over $100 billion in revenue and $20 billion in net income during their recent fiscal year. While BABA didn't get the memo about businesses facing challenges amidst the pandemic, the market must not have read BABA's earnings report or crunched the numbers.\nThere are two Chinese companies I am bullish on, and BABA is my biggest conviction for appreciation. BABA smashed through the $300 share price level at the end of October 2020, but shareholders have been left confused and disappointed since then. It looked like BABA would turn the corner after a horrible end to 2020 as shares appreciated from $222.36 from the close of 2020 to $270.83 in the middle of February 2021. Still, the markets had other plans, and all shares of BABA have done is disappoint shareholders. If you missed the BABA train, it's time to grab your tickets and climb aboard, and if you purchased BABA during its run to $300 or early 2021 rebound, it might be time to add to your holdings. BABA is going to experience tremendous tailwinds from China's population and economic growth over the next several years, and their printing press is going to need more ink.\n(Source: Alibaba)\nThe Alibaba printing press is open for business, and it spits out billions\nHow many companies can say their annual revenue through the pandemic exceeded $100 billion? The $100 billion revenue mark is a prestigious club that companies such as Facebook (FB),PepsiCo (PEP),Procter & Gamble (PG),Target (TGT), and Johnson & Johnson (JNJ) are not part of. BABA, on the other hand, witnessed its revenue increase by 52.11% and smash through $100 billion as they generated $109.47 billion in their recent fiscal year. For the year ending March 2019, BABA's revenue increased by $16.25 billion (40.74%) to $56.15 billion, then for the March 2020 fiscal year, revenue increased another $15.82 billion (28.17%) to $71.97 billion. BABA is in the same boat as Alphabet(NASDAQ:GOOG)(GOOGL), FB, and Amazon (AMZN) as they watched the pandemic push more people to go digital which accelerated their businesses. For BABA, the forced transition to digital helped them achieve $37.5 billion (52.11%) in additional revenue as they finished their March 2021 fiscal year with $109.47 billion in revenue.\nSince 2013 BABA has not had a year where their annual revenue increase didn't exceed 25% Year over Year (YoY). When you think about that as a growth rate, it's remarkable for a company of BABA's size as this isn't a company chasing its first billion-dollar revenue year. Over the past 5 fiscal years, BABA's annual revenue has increased by $93.8 billion (408.08%) at an average annual rate of 48.25%. Smaller companies considered growth companies would be jealous of these rates, while many large caps are probably envious.\nBABA isn't a one-trick pony that can only generate tens of billions in revenue. BABA can convert right down to the bottom line. Each year BABA has increased its YoY gross profit by a minimum of 10% since 2013. In 2016 BABA generated $10.35 billion in gross profit and, over the next 5 fiscal years, increased its annual gross profit by $34.84 billion (336.68%). BABA has also never fallen below a 40% gross profit margin, Warren Buffett's magic number, as he indicates inWarren Buffett and the Interpretation of Financial Statements. On page 34 of the Kindle edition,it says:\n\n As a very general rule (and there are exceptions): Companies with gross profit margins of 40% or better tend to be companies with some sort of durable competitive advantage. Companies with gross profit margins below 40% tend to be companies in highly competitive industries, where competition is hurting overall profit margins (there are exceptions here, too).\n\nThe gross profit margin is important for investors to evaluate because it reveals how much of a company's revenue goes directly to producing it and if they have a moat around their business. BABA's numbers indicate they have a sufficient moat around their business that is hard to penetrate. With close to a decade of generating over 40% in gross profit margins, investors can expect that BABA's moat will protect its business operations for years to come.\nMoving to the bottom line BABA does a great job at generating profits. In their most recent fiscal year, BABA generated $22.98 billion in net income, converting more than 1/5th (20.99%) of their revenue to pure profits. Since 2013 BABA has only had 1 year where net income decreases YoY. With that track record, many options open up for BABA in the future as their cash stockpile continues to increase.\n(Source: Alibaba)\nAlibaba will continue to experience tailwinds as China's population and economy expands\nAlibaba achieved one billion annual active consumers globally in the fiscal year that ended in March 2021. BABA has 891 million consumers across China's retail marketplace, local consumer services and digital media and entertainment platforms, and approximately 240 million consumers outside China. BABA's annual active consumers in the China retail marketplaces were 811 million as it grew by 85 million YoY. BABA will focus on developing a digital commerce infrastructure that offers an upgraded consumer experience by seamlessly integrating online and offline. Through BABA's infrastructure, countless retailers have digitally transformed their businesses and created multiple retail formats that have enabled new consumption experiences by leveraging consumer insights and technology. BABA's ecosystem, supply chain, and diversified fulfillment services have facilitated an immense digital transformation. By investing in its infrastructure, BABA's customers can now leverage a full range of high-frequency fulfillment services that include on-demand delivery, same-or-next day delivery, and next-day pick-up services for a full range of consumable and physical products.\nBABA will continue to be one of the cornerstones that supports growth within China's economy, which is benefiting from the acceleration of digitalization in all aspects of life and work. China is projected to be the world's largest economy by 2028. The per-capita income in China is expected to grow by roughly 50% from 2020 to 2025.China's average economic growth has been projected to increase at a rate of 5.7% from 2021 to 2025, then slow to 4.5% from 2026 to 2030. As a result,China is on track to join the top 1/3rd of nations and overtake 56 countries in the per capita income rankings by 2025. By the end of 2022, McKinsey predicts that the middle class could expand to 550 million people which is larger than the entire U.S population.\nIf the projections for China are correct, this should mean a windfall of cash lining BABA's coffers. It's a simple recipe; when people make more money, they tend to spend more money to enhance their lives and increase their standard of living. As BABA is a dominant force in China's retail sector, they stand to benefit from a growing economy and a larger middle class. At the end of next year, if China has anywhere close to 550 million individuals in the middle class, I believe BABA's revenue and profits will increase significantly. This trend can provide tailwinds throughout the decade for BABA, and eventually, the market will reward shareholders based on BABA's value proposition.\n(Source: Blomberg)\nAlibaba has tremendous growth prospects in Cloud as China continues its digitization\nCloud computing has been red hot in the U.S. as the transition from on-prem to cloud has increased the technological capabilities for many organizations. As digitization progresses across the business landscape, cloud providers continue to increase revenue generated from their cloud segments within their overall revenue mix. For example, AWS, the cloud computing division from AMZN, generated $45.37 billion in 2020. Cloud continues to be an exciting sector because the digital transformation is far from being over. Hence, the prospects of new customers are enormous while reoccurring revenue is generated after the transition occurs.\nIn China, cloud infrastructure services are still in the early innings as the entire spend was around $15 billion in 2020. In Q1 of 2021, cloud infrastructure services in China grew by 55% YoY as it reached $6 billion. China was the 2nd largest market behind the U.S, accounting for 14% of global investment, up from 12% in Q1 of 2020. With cloud spending and digitization in China increasing, this serves as a major runway for growth in Alibaba Cloud.\nAs China's economy expands, businesses will need to become more efficient to support both operations and customer demands. Chinese companies will need to implement infrastructure that can support a digital age of the workforce while supporting cloud services used by consumers for consumption. If China passes the U.S. as the world's largest economy in the second half of this decade, the amount of growth needed in cloud services will be immense. BABA is already the leader in cloud infrastructure services in China as their 39.8% market share accounted for $2.39 billion of the $6 billion spent in Q1 2021. Over the previous 6 quarters, cloud infrastructure spending has increased by roughly $2.3 billion (76.67%) in China. Based on cloud's current trajectory, quarterly revenue is on track to double over the next 2 years, putting Q1 2023 revenue at $10.6 billion. If BABA has a 35% market share, their Q1 2023 would be $3.71 billion, placing their 2023 revenue for cloud at $14.84 billion without factoring in any growth in 2023. From a cloud aspect, China's future spending is very exciting, and BABA will be one of the major benefactors.\n(Source: Canalys)\nAlibaba has stellar financial metrics and is undervalued compared to the U.S. tech conglomerates\nFor this comparison, I am going to use AMZN and GOOGL as they have been establishing their dominance in the U.S. for more than a decade. First, here are the raw numbers for AMZN, BABA, and GOOGL:\n\nAMZN\nBABA\nGOOGL\n\nThe market currently places a multiple of 17.03x on AMZN's equity compared to its market cap, while its revenue multiple is 4.2x. GOOGL has a multiple of 7.17x on its equity and 8.39x on its revenue compared to market cap. AMZN and GOOGL's market caps exceed $1.5 trillion, while BABA's sits at $575.57 billion. The market is placing a 3.5x multiple on BABA's equity and 5.26x on its revenue compared to the market cap. Thus, the market is severely discounting BABA's equity and revenue generation. BABA's equity is worth 28.58% of its market cap, while AMZN's equity is equivalent to 5.87%, and GOOGL's is 13.94% of its market cap. The current discount placed on BABA's equity could create an additional tailwind for shareholders in the future.\nConclusion\nIt's hard to dismiss the growth opportunities some companies in China are presenting, especially after the recent decline in share prices. However, I believe shares of BABA are currently undervalued based on their current financial metrics and growth rates. China's economy and the amount of capital allocated to cloud service infrastructure are expected to grow substantially over the years. These will create powerful tailwinds for BABA throughout this decade. As a result, I think shareholders have been allowed to establish a BABA or dollar cost average position at a discounted price. I plan on continuing to add shares to my position while the market is discounting BABA.","news_type":1},"isVote":1,"tweetType":1,"viewCount":59,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9967859558,"gmtCreate":1670297563974,"gmtModify":1676538339793,"author":{"id":"3555995243932378","authorId":"3555995243932378","name":"Fishark","avatar":"https://community-static.tradeup.com/news/7e81706bdea5d6e67bd7db8a09640fe0","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3555995243932378","authorIdStr":"3555995243932378"},"themes":[],"htmlText":"Wonder what would happen if Disney &amp; Netflix collaborates&nbsp;[Thinking]&nbsp;","listText":"Wonder what would happen if Disney &amp; Netflix collaborates&nbsp;[Thinking]&nbsp;","text":"Wonder what would happen if Disney & Netflix collaborates [Thinking]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9967859558","repostId":"1151397117","repostType":2,"repost":{"id":"1151397117","kind":"news","pubTimestamp":1670296454,"share":"https://ttm.financial/m/news/1151397117?lang=&edition=fundamental","pubTime":"2022-12-06 11:14","market":"us","language":"en","title":"Disney Vs. Netflix: Who Is Going To Be The New King Of Streaming?","url":"https://stock-news.laohu8.com/highlight/detail?id=1151397117","media":"Seeking Alpha","summary":"SummaryThe streaming war is becoming a revenue growth war. The question is: who has better capabilit","content":"<html><head></head><body><h3>Summary</h3><ul><li>The streaming war is becoming a revenue growth war. The question is: who has better capabilities to generate more revenue from its subscribers over the long term?</li><li>Both of the streaming giants are shifting the focus to ad-supported tiers which will generate a substantial amount of revenue in the upcoming years.</li><li>Strong subscriber growth figures are slowly fading away as both Disney and Netflix are reaching the limits of the maximum subscribers they can have in the U.S.</li><li>Who is better positioned for the new trend and which company should investors buy in?</li></ul><h3>Investment thesis</h3><p>The streaming industry is facing major changes in the upcoming years. Until now, (partly due to the pandemic) the growth was unstoppable and investors valued subscriber growth more than earnings power. This trend has started to change in recent monthsbecause of Netflix’s subscriber losses, Disney’s content expense growth, and due to the decline in consumer confidence figures across the economy. This has shifted the focus on earnings power on streaming companies instead of subscriber growth.</p><p>This is the new trend in the streaming segment and we will see this trend unfolding even more in the upcoming years. Who is better positioned for the new trend and which company should investors buy in? IsThe Walt Disney Company (NYSE:DIS)going to win big? CanNetflix, Inc. (NASDAQ:NFLX)maintain its leading position in the streaming segment?</p><h3>Streaming trends</h3><p>85% of U.S. households have streaming servicessubscriptions. In addition, each household has an average of 3 paid streaming services. Before 2022 the streaming industry was mainly focusing on subscriber growth and did not pay much attention to content expenses and overall profitability. The market and investors behaved the same way, one of the most important facts in every quarter was the subscription base growth and the number of new subscribers. This trend has started to change in the second half of 2022 and this new trend will stay with us for a long time. Just look at what happened to Disney after the company reported its Q4 subscriber growth numbers with rising expenses. The stock got hammered and later on the CEO was replaced. Since the second half of 2022, streaming platforms focus on growing the revenue and maximizing it from each subscriber rather than the excessive growth of subscriber figures. Most of the big players want to see the return on their streaming investments like Disney and those who are already profitable like Netflix want to produce as much cash as possible.</p><p>Both of them are focusing heavily on monetization and the ad-supported tiers. Originally, Netflix’s CEO said they will never show ads, then after disappointing quarterly results, this position was reconsidered, and then from the original plan to roll out an ad-supported tier in the first quarter of 2023 the new date was rushed to November 3, 2022. Disney’sad-supportedcomes in December with a huge price increase in their current plans. This is due to the overall growth slowdown of the new subscribers and to increase the revenue.</p><p>Almost all of the streaming platforms spend a lot of resources onreboots, sequels, and big franchises from the 80s, 90s, and 2000s because people who grew up in the 1980s, 1990s, and early 2000s are spending the most time and money on streaming right now. This trend is likely to continue in the next 5-10 years until Generation Alpha (and late Generation Z kids) grows up, starts earning money, and starts to generate revenue for streaming platforms.</p><p>Live sports and events are also getting more and more popular and during the next 5 years, this market will experience significant growth. The global online live video sports streaming market isprojected to growat a CAGR value of 21.5% from 2022 to 2027. There are two major factors behind this extremely fast projected growth. One reason is the interest to watch live sports events are growing among people (as a consequence of the pandemic). The other reason is that the digital infrastructure is already in place, high-speed broadband is widely available and there is an upsurge in multi-platform and device-connected services.</p><p>The biggest risk factor is almost identical to all streaming services: consumer spending slowdown. If there is a major recession, streaming is among the first services that will be canceled by customers. They are not necessities and due to the easily accessible (and almost 3-click) canceling and then subscribing again later is much easier compared to cable. So in case of a deep recession customers might cancel for a couple of months and resubscribe later when things improve. However, this means not only subscription loss but revenue loss as well for the streaming service providers.</p><h3>Highlights of Disney and Netflix</h3><p>Disney has 235 million total streamingsubscriberswhile Netflix has 223 million total subscribers. Streaming services account for45% of ad views, overtaking TV everywhere. By 2027 the ad-supported video-on-demand (AVOD) revenue will likely surpass $69 billion. This is almost double the current 2022 spending of approximately $37 billion. To capitalize on this trend both of the streaming giants are moving in this direction.</p><h3>Disney</h3><p>Disney has started to focus on ads on its platforms and in August the company announced the ad-supported tier of Disney+. Investors were not given a lot of information about the specific details of it, only the launch date, 8th December. The same day when Disney willincrease the pricesfor its streaming services by 38%. In terms of subscriber growth, if we take out the external macroeconomic factors, Disney is in a better position than Netflix purely based on the attractiveness of the content it produces. Due to its widely known brands such as Star Wars, Marvel, Toy Story, etc., they are in an excellent position to make content for every generation.</p><p>In the third quarter, the expenses rose for the Direct-to-Consumer segment due to higher marketing and content creation costs. From the next quarter, the management expects these losses to decline and by 2024 the streaming services should break even and then start to make consistent profits for Disney. This was the motivation behind the leadership change as well. So the next stage in the Direct-to-Consumer is to increase its earnings (with ads and subscription fee increases), rationalize expenses such as marketing and content creation costs, and deliver blockbuster shows that increase customer engagement on the platform. The biggest challenge Disney faces is that its content is under-earning and under-monetized. Bob Chapek (former CEO) emphasized in theearnings callthat Disney is in a great position to “win the streaming war”:</p><blockquote>“Building a streaming powerhouse has required significant investment. And now with its scale, incredible content pipeline, and global reach, Disney+ is well situated to leverage our position for long-term profitability and success.”</blockquote><p>ESPN+ is a strong player in the live sports streaming space. They were able toextend the agreementuntil 2025 with one of the fastest-growing live sports events worldwide: Formula 1. In addition, Disney is thinking about somehow integrating sports betting on some of the live events into its platforms. I believe this is not going to come within the next few months and the management did not provide any updates since the third quarter but in the background, they are workingon it:</p><blockquote>…add some utility to sports betting and take away some friction for that for our guests. We have found that our sports fans that are under 30 absolutely require this type of utility in the overall portfolio of what ESPN offers. So we think it&#39;s important. We&#39;re working hard on it, and we hope to have something to announce in the future…</blockquote><h3>Netflix</h3><p>Netflix is about to test out several new live broadcast shows in the upcoming months. The reason behind that is the further growth of the broadcast and streaming market share. One of the first live broadcasts is going to be the Chris Rock comedyspecialin early 2023. The management said they will focus on this segment in the future to capitalize on live broadcasts. I believe this is the consequence of Netflixdropping outof the bidding process for numerous live sports rights. Netflix might be able to win some live sports streaming rights but they are far behind Disney. Disney already has a very competitive advantage in the live sport streaming segment that Netflix either needs many years to be able to effectively compete with or drop the management&#39;s intention to put major live sports events on Netflix.</p><p>Netflix is trying to take advantage of themerchandise salesof its most popular shows such as Stranger Things. In this segment, it is realistic to expect some extra revenue in the upcoming quarters and potentially $75 -100 million per quarter on average after 2-3 years, $300 - 400 million in a fiscal year. Disney recognizes approximately 6.5% of its revenue from product sales and merchandise. Calculating $300 - 400 million in additional merchandise sales revenue per year Netflix could increase its total revenue by approximately 3.5-4%. The reason why I calculated with only a fraction of Disney’s numbers is because of the brands Netflix owns and the fan base it has. Disney’s all-time favorite Star Wars will still be leading merchandise sales in the next few years despite Stranger Things’ or The Witcher’s success.</p><p>Netflix is in a good position to recognize substantial revenue growth from its ad-supported tier due to the platform having the longest watch hours among its competitors. Netflix remains the most popular streaming service in the US for total minutes watched so the platform will be able to generate great ad revenue if enough of its subscribers will use the ad-supported tier.</p><p><img src=\"https://static.tigerbbs.com/ddeef7e8e0ccbbc158574cbd8fe110a7\" tg-width=\"640\" tg-height=\"291\" referrerpolicy=\"no-referrer\"/></p><p>businessofapps.com</p><p>Disney is likely to win the ad spending competition in the next 2 years because it already has all the advertisers and infrastructure in place and the ad-supported tier has already been tested on HULU before applying it on Disney+.</p><p><img src=\"https://static.tigerbbs.com/eebbe339530f99674b4908e3a422a271\" tg-width=\"640\" tg-height=\"499\" referrerpolicy=\"no-referrer\"/></p><p>digital information world.com</p><p>I like how Netflix’s management reacted quickly to subscriber losses and revenue decline earlier this year. They are committed to tacklingpassword sharing, starting in early 2023. However, I have some serious doubts that it will work and the subscriber base will grow due to this management action. I am pleased with the ad-supported tier introduction because the first time the management talked about it, the goal was to implement it in the first half of 2023, then about two months later the deadline was moved to the end of the first quarter of 2023. Then after another disappointing quarterly result, the management proactively decided to start the ad-supported tier before its rival Disney introduces it so the date was moved toearly November2022. On the other hand, if we look back to January 2020, to the company’s full-year 2019 earnings call, the CEO was very clear and determined that they will never show ads on the platform and they have no intention to change this in the future.</p><blockquote>“We want to be the safe respite where you can explore, you can get stimulated, have fun and enjoy – and have none of the controversies around exploiting users with advertising”Reed Hastings– CEO.</blockquote><p>Obviously, in the past 2 years, a lot of things have changed but it looks really bad when the CEO has a crystal clear statement about a topic, then suddenly the whole company changes position due to external shareholder pressure and in addition, giving up its values (if no ads policy was truly the company’s core value in the first place).</p><p>In my opinion, Netflix is in a good place to boost its revenue via ads and possibly attract new customers with its lower-priced ad-tier subscription. It can also minimize subscriber loss in case of a deeper recession where people decide not to pay $9.99/month or $15.49/month but the $6.99/month ad-supported package is acceptable for them. The wider spread of merchandise will add 3-4% revenue growth in the next years to its total revenue according to my calculations. The biggest risk Netflix faces is its already toped-up customer base, it cannot grow the subscriber base further in North America, and the platform’ssatisfaction ratingsare dropping among its subscribers. “HBO Max leads the industry in terms of customer satisfaction, with 94% of respondents saying they were “satisfied” or “very satisfied” with the service; Netflix, which ranked second overall in 2021, dropped to fourth place in 2022 (with 80%) behind Disney+ (88%) and Hulu (87%)”.</p><p><img src=\"https://static.tigerbbs.com/df36ef4d85efa8a731d6f00b6ef10805\" tg-width=\"640\" tg-height=\"359\" referrerpolicy=\"no-referrer\"/></p><p>App Economy Insights</p><h3>Valuation</h3><p>If we are looking at the DCF model, Disney is fairly valued and Netflix is overvalued at its current price. However, this fair overvaluation is only true if we are taking into consideration the events and earnings power of 2023 but if we look further both stocks become undervalued. Let’s see why. Calculating with an EPS of 4.9 and a growth rate of 6% Disney is fairly valued at around $96-97 per share. However, in 2023 the streaming segment will not add any net income but by the end of 2024, the steaming segment (when it is going to be profitable) will grow the company’s net income and therefore its EPS. We do not know the exact numbers but what we know is that once the streaming segment becomes profitable it will continue to produce a significant net income for Disney. Analysts’ averageprice targetfor Disney is $121 which means a 20% upside from its current price.</p><p>Netflix is less undervalued than Disney if we are looking at the long-term growth, revenue, and net income estimates. Calculating with an EPS of 11.2 and a growth rate of 6% NFLX is overvalued and its fair price would be around $220-225 per share. If the EPS grows to $15-16 per share by the end of 2024 the fair value would be around $330. This indicates a 4% upside potential from its current stock price. Analysts’ averagetarget pricefor Netflix is $293.</p><p>If investors look at the future earnings power of the two streaming giants Disney looks more attractive for long-term investors. Investors cannot forget that Disney has several different revenue sources, so the comparison is not exactly apple to apple because if we buy Disney, we are not only buying into its streaming segment but into the whole entertainment industry.</p><h3>Investor takeaway</h3><p>I believe Disney is in a better place to win the streaming war due to its ability to generate more cash when advertising starts on its platforms. The merchandise sales will likely stay ahead of Netflix for many years and Disney+ still has room to grow its subscriber base. I do not believe that there will be a deep recession in 2023 so I think both of the streaming giants will be able to generate subscriber growth. I also believe that the streaming war is becoming a revenue growth war and Disney has better capabilities to generate more revenue from its subscribers over the long term but I am curious about your thoughts. What do you think, who will win the streaming war?</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>Disney Vs. Netflix: Who Is Going To Be The New King Of Streaming?</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\">\nDisney Vs. Netflix: Who Is Going To Be The New King Of Streaming?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-12-06 11:14 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4562499-winner-streaming-war-disney-vs-netflix><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryThe streaming war is becoming a revenue growth war. The question is: who has better capabilities to generate more revenue from its subscribers over the long term?Both of the streaming giants ...</p>\n\n<a href=\"https://seekingalpha.com/article/4562499-winner-streaming-war-disney-vs-netflix\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"DIS":"迪士尼","NFLX":"奈飞"},"source_url":"https://seekingalpha.com/article/4562499-winner-streaming-war-disney-vs-netflix","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1151397117","content_text":"SummaryThe streaming war is becoming a revenue growth war. The question is: who has better capabilities to generate more revenue from its subscribers over the long term?Both of the streaming giants are shifting the focus to ad-supported tiers which will generate a substantial amount of revenue in the upcoming years.Strong subscriber growth figures are slowly fading away as both Disney and Netflix are reaching the limits of the maximum subscribers they can have in the U.S.Who is better positioned for the new trend and which company should investors buy in?Investment thesisThe streaming industry is facing major changes in the upcoming years. Until now, (partly due to the pandemic) the growth was unstoppable and investors valued subscriber growth more than earnings power. This trend has started to change in recent monthsbecause of Netflix’s subscriber losses, Disney’s content expense growth, and due to the decline in consumer confidence figures across the economy. This has shifted the focus on earnings power on streaming companies instead of subscriber growth.This is the new trend in the streaming segment and we will see this trend unfolding even more in the upcoming years. Who is better positioned for the new trend and which company should investors buy in? IsThe Walt Disney Company (NYSE:DIS)going to win big? CanNetflix, Inc. (NASDAQ:NFLX)maintain its leading position in the streaming segment?Streaming trends85% of U.S. households have streaming servicessubscriptions. In addition, each household has an average of 3 paid streaming services. Before 2022 the streaming industry was mainly focusing on subscriber growth and did not pay much attention to content expenses and overall profitability. The market and investors behaved the same way, one of the most important facts in every quarter was the subscription base growth and the number of new subscribers. This trend has started to change in the second half of 2022 and this new trend will stay with us for a long time. Just look at what happened to Disney after the company reported its Q4 subscriber growth numbers with rising expenses. The stock got hammered and later on the CEO was replaced. Since the second half of 2022, streaming platforms focus on growing the revenue and maximizing it from each subscriber rather than the excessive growth of subscriber figures. Most of the big players want to see the return on their streaming investments like Disney and those who are already profitable like Netflix want to produce as much cash as possible.Both of them are focusing heavily on monetization and the ad-supported tiers. Originally, Netflix’s CEO said they will never show ads, then after disappointing quarterly results, this position was reconsidered, and then from the original plan to roll out an ad-supported tier in the first quarter of 2023 the new date was rushed to November 3, 2022. Disney’sad-supportedcomes in December with a huge price increase in their current plans. This is due to the overall growth slowdown of the new subscribers and to increase the revenue.Almost all of the streaming platforms spend a lot of resources onreboots, sequels, and big franchises from the 80s, 90s, and 2000s because people who grew up in the 1980s, 1990s, and early 2000s are spending the most time and money on streaming right now. This trend is likely to continue in the next 5-10 years until Generation Alpha (and late Generation Z kids) grows up, starts earning money, and starts to generate revenue for streaming platforms.Live sports and events are also getting more and more popular and during the next 5 years, this market will experience significant growth. The global online live video sports streaming market isprojected to growat a CAGR value of 21.5% from 2022 to 2027. There are two major factors behind this extremely fast projected growth. One reason is the interest to watch live sports events are growing among people (as a consequence of the pandemic). The other reason is that the digital infrastructure is already in place, high-speed broadband is widely available and there is an upsurge in multi-platform and device-connected services.The biggest risk factor is almost identical to all streaming services: consumer spending slowdown. If there is a major recession, streaming is among the first services that will be canceled by customers. They are not necessities and due to the easily accessible (and almost 3-click) canceling and then subscribing again later is much easier compared to cable. So in case of a deep recession customers might cancel for a couple of months and resubscribe later when things improve. However, this means not only subscription loss but revenue loss as well for the streaming service providers.Highlights of Disney and NetflixDisney has 235 million total streamingsubscriberswhile Netflix has 223 million total subscribers. Streaming services account for45% of ad views, overtaking TV everywhere. By 2027 the ad-supported video-on-demand (AVOD) revenue will likely surpass $69 billion. This is almost double the current 2022 spending of approximately $37 billion. To capitalize on this trend both of the streaming giants are moving in this direction.DisneyDisney has started to focus on ads on its platforms and in August the company announced the ad-supported tier of Disney+. Investors were not given a lot of information about the specific details of it, only the launch date, 8th December. The same day when Disney willincrease the pricesfor its streaming services by 38%. In terms of subscriber growth, if we take out the external macroeconomic factors, Disney is in a better position than Netflix purely based on the attractiveness of the content it produces. Due to its widely known brands such as Star Wars, Marvel, Toy Story, etc., they are in an excellent position to make content for every generation.In the third quarter, the expenses rose for the Direct-to-Consumer segment due to higher marketing and content creation costs. From the next quarter, the management expects these losses to decline and by 2024 the streaming services should break even and then start to make consistent profits for Disney. This was the motivation behind the leadership change as well. So the next stage in the Direct-to-Consumer is to increase its earnings (with ads and subscription fee increases), rationalize expenses such as marketing and content creation costs, and deliver blockbuster shows that increase customer engagement on the platform. The biggest challenge Disney faces is that its content is under-earning and under-monetized. Bob Chapek (former CEO) emphasized in theearnings callthat Disney is in a great position to “win the streaming war”:“Building a streaming powerhouse has required significant investment. And now with its scale, incredible content pipeline, and global reach, Disney+ is well situated to leverage our position for long-term profitability and success.”ESPN+ is a strong player in the live sports streaming space. They were able toextend the agreementuntil 2025 with one of the fastest-growing live sports events worldwide: Formula 1. In addition, Disney is thinking about somehow integrating sports betting on some of the live events into its platforms. I believe this is not going to come within the next few months and the management did not provide any updates since the third quarter but in the background, they are workingon it:…add some utility to sports betting and take away some friction for that for our guests. We have found that our sports fans that are under 30 absolutely require this type of utility in the overall portfolio of what ESPN offers. So we think it's important. We're working hard on it, and we hope to have something to announce in the future…NetflixNetflix is about to test out several new live broadcast shows in the upcoming months. The reason behind that is the further growth of the broadcast and streaming market share. One of the first live broadcasts is going to be the Chris Rock comedyspecialin early 2023. The management said they will focus on this segment in the future to capitalize on live broadcasts. I believe this is the consequence of Netflixdropping outof the bidding process for numerous live sports rights. Netflix might be able to win some live sports streaming rights but they are far behind Disney. Disney already has a very competitive advantage in the live sport streaming segment that Netflix either needs many years to be able to effectively compete with or drop the management's intention to put major live sports events on Netflix.Netflix is trying to take advantage of themerchandise salesof its most popular shows such as Stranger Things. In this segment, it is realistic to expect some extra revenue in the upcoming quarters and potentially $75 -100 million per quarter on average after 2-3 years, $300 - 400 million in a fiscal year. Disney recognizes approximately 6.5% of its revenue from product sales and merchandise. Calculating $300 - 400 million in additional merchandise sales revenue per year Netflix could increase its total revenue by approximately 3.5-4%. The reason why I calculated with only a fraction of Disney’s numbers is because of the brands Netflix owns and the fan base it has. Disney’s all-time favorite Star Wars will still be leading merchandise sales in the next few years despite Stranger Things’ or The Witcher’s success.Netflix is in a good position to recognize substantial revenue growth from its ad-supported tier due to the platform having the longest watch hours among its competitors. Netflix remains the most popular streaming service in the US for total minutes watched so the platform will be able to generate great ad revenue if enough of its subscribers will use the ad-supported tier.businessofapps.comDisney is likely to win the ad spending competition in the next 2 years because it already has all the advertisers and infrastructure in place and the ad-supported tier has already been tested on HULU before applying it on Disney+.digital information world.comI like how Netflix’s management reacted quickly to subscriber losses and revenue decline earlier this year. They are committed to tacklingpassword sharing, starting in early 2023. However, I have some serious doubts that it will work and the subscriber base will grow due to this management action. I am pleased with the ad-supported tier introduction because the first time the management talked about it, the goal was to implement it in the first half of 2023, then about two months later the deadline was moved to the end of the first quarter of 2023. Then after another disappointing quarterly result, the management proactively decided to start the ad-supported tier before its rival Disney introduces it so the date was moved toearly November2022. On the other hand, if we look back to January 2020, to the company’s full-year 2019 earnings call, the CEO was very clear and determined that they will never show ads on the platform and they have no intention to change this in the future.“We want to be the safe respite where you can explore, you can get stimulated, have fun and enjoy – and have none of the controversies around exploiting users with advertising”Reed Hastings– CEO.Obviously, in the past 2 years, a lot of things have changed but it looks really bad when the CEO has a crystal clear statement about a topic, then suddenly the whole company changes position due to external shareholder pressure and in addition, giving up its values (if no ads policy was truly the company’s core value in the first place).In my opinion, Netflix is in a good place to boost its revenue via ads and possibly attract new customers with its lower-priced ad-tier subscription. It can also minimize subscriber loss in case of a deeper recession where people decide not to pay $9.99/month or $15.49/month but the $6.99/month ad-supported package is acceptable for them. The wider spread of merchandise will add 3-4% revenue growth in the next years to its total revenue according to my calculations. The biggest risk Netflix faces is its already toped-up customer base, it cannot grow the subscriber base further in North America, and the platform’ssatisfaction ratingsare dropping among its subscribers. “HBO Max leads the industry in terms of customer satisfaction, with 94% of respondents saying they were “satisfied” or “very satisfied” with the service; Netflix, which ranked second overall in 2021, dropped to fourth place in 2022 (with 80%) behind Disney+ (88%) and Hulu (87%)”.App Economy InsightsValuationIf we are looking at the DCF model, Disney is fairly valued and Netflix is overvalued at its current price. However, this fair overvaluation is only true if we are taking into consideration the events and earnings power of 2023 but if we look further both stocks become undervalued. Let’s see why. Calculating with an EPS of 4.9 and a growth rate of 6% Disney is fairly valued at around $96-97 per share. However, in 2023 the streaming segment will not add any net income but by the end of 2024, the steaming segment (when it is going to be profitable) will grow the company’s net income and therefore its EPS. We do not know the exact numbers but what we know is that once the streaming segment becomes profitable it will continue to produce a significant net income for Disney. Analysts’ averageprice targetfor Disney is $121 which means a 20% upside from its current price.Netflix is less undervalued than Disney if we are looking at the long-term growth, revenue, and net income estimates. Calculating with an EPS of 11.2 and a growth rate of 6% NFLX is overvalued and its fair price would be around $220-225 per share. If the EPS grows to $15-16 per share by the end of 2024 the fair value would be around $330. This indicates a 4% upside potential from its current stock price. Analysts’ averagetarget pricefor Netflix is $293.If investors look at the future earnings power of the two streaming giants Disney looks more attractive for long-term investors. Investors cannot forget that Disney has several different revenue sources, so the comparison is not exactly apple to apple because if we buy Disney, we are not only buying into its streaming segment but into the whole entertainment industry.Investor takeawayI believe Disney is in a better place to win the streaming war due to its ability to generate more cash when advertising starts on its platforms. The merchandise sales will likely stay ahead of Netflix for many years and Disney+ still has room to grow its subscriber base. I do not believe that there will be a deep recession in 2023 so I think both of the streaming giants will be able to generate subscriber growth. I also believe that the streaming war is becoming a revenue growth war and Disney has better capabilities to generate more revenue from its subscribers over the long term but I am curious about your thoughts. What do you think, who will win the streaming war?","news_type":1},"isVote":1,"tweetType":1,"viewCount":380,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9059786473,"gmtCreate":1654434230292,"gmtModify":1676535446988,"author":{"id":"3555995243932378","authorId":"3555995243932378","name":"Fishark","avatar":"https://community-static.tradeup.com/news/7e81706bdea5d6e67bd7db8a09640fe0","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3555995243932378","authorIdStr":"3555995243932378"},"themes":[],"htmlText":"About time Nio! Hereon, the only way is up (please)!","listText":"About time Nio! Hereon, the only way is up (please)!","text":"About time Nio! Hereon, the only way is up (please)!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9059786473","repostId":"2240727323","repostType":2,"isVote":1,"tweetType":1,"viewCount":273,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9059043010,"gmtCreate":1654269128330,"gmtModify":1676535422886,"author":{"id":"3555995243932378","authorId":"3555995243932378","name":"Fishark","avatar":"https://community-static.tradeup.com/news/7e81706bdea5d6e67bd7db8a09640fe0","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3555995243932378","authorIdStr":"3555995243932378"},"themes":[],"htmlText":"What.... -.-","listText":"What.... -.-","text":"What.... -.-","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9059043010","repostId":"2240229855","repostType":2,"repost":{"id":"2240229855","kind":"highlight","pubTimestamp":1654268250,"share":"https://ttm.financial/m/news/2240229855?lang=&edition=fundamental","pubTime":"2022-06-03 22:57","market":"us","language":"en","title":"Micron Gets Rare \"Underweight\" Rating as PC Demand Slows","url":"https://stock-news.laohu8.com/highlight/detail?id=2240229855","media":"StreetInsider","summary":"Micron Technology's stock received a rare \"underweight\" rating from a brokerage due to the memory-ch","content":"<html><head></head><body><p>Micron Technology&#39;s stock received a rare &#34;underweight&#34; rating from a brokerage due to the memory-chip maker&#39;s heavy exposure to mobiles and PCs at a time when rising inflation forces consumers to rein in spending.</p><p>Micron shares were down 7.71% at $69.56 in early trading on Friday.</p><p><img src=\"https://static.tigerbbs.com/06c1ff1d7baabb0b010a2ac8ad6b57e9\" tg-width=\"814\" tg-height=\"813\" width=\"100%\" height=\"auto\"/></p><p>&#34;With the global economy expected to face headwinds, we are concerned about Micron&#39;s more than 50% exposure to consumer-like markets such as PCs, mobile, and other,&#34; Piper Sandler wrote in a note to clients.</p><p>The brokerage also expects the company&#39;s chip business that caters to the auto industry to suffer due to rising rates, a slowing economy, and the possibility of an excess inventory build.</p><p>Piper Sandler added that the Dynamic Random Access Memory (DRAM) market, which represents over 70% of the company&#39;s total revenue, had already started to see price declines for most configurations.</p><p>Micron&#39;s DRAM chips are widely used in data centres, personal computers and other devices.</p><p>Market research firm Counterpoint reported in April that global PC shipments were down 4.3% in the first quarter of 2022, as the war in Ukraine and China&#39;s lockdowns pressured already fragile supply chains and added to shortages of components.</p><p>Global smartphone shipments are expected to decline 3.5% this year, according to IDC.</p><p>&#34;While we do feel the company has done an outstanding job to reduce its cost structure and remain financially disciplined, we continue to view memory as largely a commodity market compared to the rest of our universe. As a result, we do feel Micron is likely to underperform,&#34; Piper Sandler said.</p><p>The brokerage, however, expressed confidence in the company&#39;s data centre business, which represents less than 30% of revenue.</p><p>It cut Micron&#39;s price target by $20 to $70.</p></body></html>","source":"highlight_streetinsider","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>Micron Gets Rare \"Underweight\" Rating as PC Demand Slows</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\">\nMicron Gets Rare \"Underweight\" Rating as PC Demand Slows\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-06-03 22:57 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.streetinsider.com/dr/news.php?id=20172127><strong>StreetInsider</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Micron Technology's stock received a rare \"underweight\" rating from a brokerage due to the memory-chip maker's heavy exposure to mobiles and PCs at a time when rising inflation forces consumers to ...</p>\n\n<a href=\"https://www.streetinsider.com/dr/news.php?id=20172127\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"MU":"美光科技"},"source_url":"https://www.streetinsider.com/dr/news.php?id=20172127","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2240229855","content_text":"Micron Technology's stock received a rare \"underweight\" rating from a brokerage due to the memory-chip maker's heavy exposure to mobiles and PCs at a time when rising inflation forces consumers to rein in spending.Micron shares were down 7.71% at $69.56 in early trading on Friday.\"With the global economy expected to face headwinds, we are concerned about Micron's more than 50% exposure to consumer-like markets such as PCs, mobile, and other,\" Piper Sandler wrote in a note to clients.The brokerage also expects the company's chip business that caters to the auto industry to suffer due to rising rates, a slowing economy, and the possibility of an excess inventory build.Piper Sandler added that the Dynamic Random Access Memory (DRAM) market, which represents over 70% of the company's total revenue, had already started to see price declines for most configurations.Micron's DRAM chips are widely used in data centres, personal computers and other devices.Market research firm Counterpoint reported in April that global PC shipments were down 4.3% in the first quarter of 2022, as the war in Ukraine and China's lockdowns pressured already fragile supply chains and added to shortages of components.Global smartphone shipments are expected to decline 3.5% this year, according to IDC.\"While we do feel the company has done an outstanding job to reduce its cost structure and remain financially disciplined, we continue to view memory as largely a commodity market compared to the rest of our universe. As a result, we do feel Micron is likely to underperform,\" Piper Sandler said.The brokerage, however, expressed confidence in the company's data centre business, which represents less than 30% of revenue.It cut Micron's price target by $20 to $70.","news_type":1},"isVote":1,"tweetType":1,"viewCount":214,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9011382296,"gmtCreate":1648818959634,"gmtModify":1676534404107,"author":{"id":"3555995243932378","authorId":"3555995243932378","name":"Fishark","avatar":"https://community-static.tradeup.com/news/7e81706bdea5d6e67bd7db8a09640fe0","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3555995243932378","authorIdStr":"3555995243932378"},"themes":[],"htmlText":"That's awesome news!&nbsp;[Happy]&nbsp;","listText":"That's awesome news!&nbsp;[Happy]&nbsp;","text":"That's awesome news! [Happy]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9011382296","repostId":"1152761105","repostType":2,"repost":{"id":"1152761105","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":1648811189,"share":"https://ttm.financial/m/news/1152761105?lang=&edition=fundamental","pubTime":"2022-04-01 19:06","market":"us","language":"en","title":"XPeng Delivered 15,414 Vehicles in March 2022, Increasing by 202% YoY","url":"https://stock-news.laohu8.com/highlight/detail?id=1152761105","media":"Tiger Newspress","summary":"15,414 vehicles delivered in March 2022, a 202% increase year-over-year and a 148% increase month-ov","content":"<html><head></head><body><ul><li><i>15,414 vehicles delivered in March 2022, a 202% increase year-over-year and a 148% increase month-over-month</i></li><li><i>34,561 vehicles delivered in Q1 2022, a 159% increase year-over-year</i></li><li><i>P7 smart sports sedan deliveries exceeded 9,000 in March 2022 for the first time</i></li></ul><p>XPeng Inc. (“XPeng” or the “Company”, NYSE: XPEV and HKEX: 9868), a leading Chinese smart electric vehicle (“Smart EV”) company, today announced its vehicle delivery results for March and the first quarter 2022.</p><p>XPeng delivered a total of 15,414Smart EVs in March 2022, representing a 202% increase year-over-year and a 148% increase from the previous month. Monthly delivery of the P7 smart sports sedan exceeded 9,000 in March 2022 for the first time, reaching 9,183. March deliveries also consisted of 4,398 P5 smart family sedans and 1,833 G3 and G3i smart compact SUVs.</p><p>Total deliveries for the first quarter of 2022 reached 34,561 vehicles, a 159% increase year-over-year, consisting of 19,427 P7s, 10,486 P5s and 4,648 G3 and G3i SUVs.</p><p>As of March 31, 2022, XPeng’s cumulative deliveries reached 172,514 vehicles.</p><p>XPeng shares jumped 8% in premarket trading.</p><p><img src=\"https://static.tigerbbs.com/5177d6f7a6f2ea389c4303cf82c3fd0e\" tg-width=\"843\" tg-height=\"618\" width=\"100%\" height=\"auto\"/></p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>XPeng Delivered 15,414 Vehicles in March 2022, Increasing by 202% YoY</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\">\nXPeng Delivered 15,414 Vehicles in March 2022, Increasing by 202% YoY\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time\">2022-04-01 19:06</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><ul><li><i>15,414 vehicles delivered in March 2022, a 202% increase year-over-year and a 148% increase month-over-month</i></li><li><i>34,561 vehicles delivered in Q1 2022, a 159% increase year-over-year</i></li><li><i>P7 smart sports sedan deliveries exceeded 9,000 in March 2022 for the first time</i></li></ul><p>XPeng Inc. (“XPeng” or the “Company”, NYSE: XPEV and HKEX: 9868), a leading Chinese smart electric vehicle (“Smart EV”) company, today announced its vehicle delivery results for March and the first quarter 2022.</p><p>XPeng delivered a total of 15,414Smart EVs in March 2022, representing a 202% increase year-over-year and a 148% increase from the previous month. Monthly delivery of the P7 smart sports sedan exceeded 9,000 in March 2022 for the first time, reaching 9,183. March deliveries also consisted of 4,398 P5 smart family sedans and 1,833 G3 and G3i smart compact SUVs.</p><p>Total deliveries for the first quarter of 2022 reached 34,561 vehicles, a 159% increase year-over-year, consisting of 19,427 P7s, 10,486 P5s and 4,648 G3 and G3i SUVs.</p><p>As of March 31, 2022, XPeng’s cumulative deliveries reached 172,514 vehicles.</p><p>XPeng shares jumped 8% in premarket trading.</p><p><img src=\"https://static.tigerbbs.com/5177d6f7a6f2ea389c4303cf82c3fd0e\" tg-width=\"843\" tg-height=\"618\" width=\"100%\" height=\"auto\"/></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"09868":"小鹏汽车-W","XPEV":"小鹏汽车"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1152761105","content_text":"15,414 vehicles delivered in March 2022, a 202% increase year-over-year and a 148% increase month-over-month34,561 vehicles delivered in Q1 2022, a 159% increase year-over-yearP7 smart sports sedan deliveries exceeded 9,000 in March 2022 for the first timeXPeng Inc. (“XPeng” or the “Company”, NYSE: XPEV and HKEX: 9868), a leading Chinese smart electric vehicle (“Smart EV”) company, today announced its vehicle delivery results for March and the first quarter 2022.XPeng delivered a total of 15,414Smart EVs in March 2022, representing a 202% increase year-over-year and a 148% increase from the previous month. Monthly delivery of the P7 smart sports sedan exceeded 9,000 in March 2022 for the first time, reaching 9,183. March deliveries also consisted of 4,398 P5 smart family sedans and 1,833 G3 and G3i smart compact SUVs.Total deliveries for the first quarter of 2022 reached 34,561 vehicles, a 159% increase year-over-year, consisting of 19,427 P7s, 10,486 P5s and 4,648 G3 and G3i SUVs.As of March 31, 2022, XPeng’s cumulative deliveries reached 172,514 vehicles.XPeng shares jumped 8% in premarket trading.","news_type":1},"isVote":1,"tweetType":1,"viewCount":267,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":278842364563608,"gmtCreate":1709104382207,"gmtModify":1709104384598,"author":{"id":"3555995243932378","authorId":"3555995243932378","name":"Fishark","avatar":"https://community-static.tradeup.com/news/7e81706bdea5d6e67bd7db8a09640fe0","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3555995243932378","authorIdStr":"3555995243932378"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/BS6.SI\">$YZJ Shipbldg SGD(BS6.SI)$&nbsp;</a><v-v data-views=\"1\"></v-v> ooo broke resistance!","listText":"<a href=\"https://ttm.financial/S/BS6.SI\">$YZJ Shipbldg SGD(BS6.SI)$&nbsp;</a><v-v data-views=\"1\"></v-v> ooo broke resistance!","text":"$YZJ Shipbldg SGD(BS6.SI)$ ooo broke resistance!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/278842364563608","isVote":1,"tweetType":1,"viewCount":162,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9010452936,"gmtCreate":1648457358418,"gmtModify":1676534340054,"author":{"id":"3555995243932378","authorId":"3555995243932378","name":"Fishark","avatar":"https://community-static.tradeup.com/news/7e81706bdea5d6e67bd7db8a09640fe0","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3555995243932378","authorIdStr":"3555995243932378"},"themes":[],"htmlText":"Oh come on... We need better news ):","listText":"Oh come on... We need better news ):","text":"Oh come on... We need better news ):","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9010452936","repostId":"1181980291","repostType":4,"repost":{"id":"1181980291","kind":"news","pubTimestamp":1648453709,"share":"https://ttm.financial/m/news/1181980291?lang=&edition=fundamental","pubTime":"2022-03-28 15:48","market":"us","language":"en","title":"XPeng Earnings Are Coming Monday. Here’s What To Expect.","url":"https://stock-news.laohu8.com/highlight/detail?id=1181980291","media":"Barrons","summary":"Chinese electric vehicle maker XPeng will report fourth quarter numbers Monday morning. Weary invest","content":"<html><head></head><body><p>Chinese electric vehicle maker XPeng will report fourth quarter numbers Monday morning. Weary investors will be looking for good news. They might not get it.</p><p>Coming into the report, XPeng (ticker: XPEV) stock has been badly beaten up. Shares are down about 46% year to date, far worse then the 5% and 4% comparable, respective drops of the S&amp;P 500 and Dow Jones Industrial Average.</p><p>Rising interest rates and inflation have sapped some investor willingness to hold richly valued high growth stocks. But that isn’t all that’s happened to Chinese EV makers. Stock in EV leader Tesla (TSLA), after all, is only down about 4% year to date.</p><p>Fears about U.S. delisting of Chinese stocks is another issue. Fears started to rise again earlier in March after the SEC identified five U.S. listed Chinese firms that didn’t meet U.S. auditing requirements. None were Chinese EV makers.</p><p>And falling deliveries at XPeng, Li Auto (LI) and NIO (NIO) have also dented investor sentiment. EV deliveries hit records in China at the end of 2021, just before purchase incentives were cut.  Combined deliveries came in around 20,000 units for February, down from more than 40,000 reported in December, although February includes the Chinese New Year holiday which skews comparability.</p><p>For XPeng’s fourth quarter, Wall Street is looking for a 38 cent per share loss from $1.28 billion in sales. Gross profit margins are expected to be about 12.6%, down from 14.4% reported in the third quarter of 2021. Falling deliveries and rising costs are two reasons margins are expected to come in a little.</p><p>Looking ahead, analysts project the company will deliver about 38,000 vehicles in the first quarter of 2022. XPeng delivered just over 19,000 vehicles in January and February combined, meaning analyst expect 19,000 delivered in March. That might be a high bar to clear given persistent supply chain problems such as semiconductor shortages.</p><p>XPeng delivered 16,000 vehicles in December. That was a record month for the auto maker.</p><p>Options markets imply the stock will move 10%, up or down, after earnings are reported. That is more volatile than trading following recent reports. Shares have moved an average of roughly 4%, up or down, following the past four quarterly reports. Shares have fallen three times and risen once after the past four reports.</p><p>NIO reported earnings this past week. First quarter delivery guidance missed Street expectations and shares fell 9.4%. That may have helped de-risk the XPeng quarter, however. XPeng shares dropped 7.6% Friday, the trading session after NIO reported figures.</p></body></html>","source":"lsy1601382232898","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>XPeng Earnings Are Coming Monday. Here’s What To Expect.</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\">\nXPeng Earnings Are Coming Monday. Here’s What To Expect.\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-03-28 15:48 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.barrons.com/articles/xpeng-earnings-are-coming-monday-heres-what-to-expect-51648390999?mod=hp_LATEST><strong>Barrons</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Chinese electric vehicle maker XPeng will report fourth quarter numbers Monday morning. Weary investors will be looking for good news. They might not get it.Coming into the report, XPeng (ticker: XPEV...</p>\n\n<a href=\"https://www.barrons.com/articles/xpeng-earnings-are-coming-monday-heres-what-to-expect-51648390999?mod=hp_LATEST\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"09868":"小鹏汽车-W","XPEV":"小鹏汽车"},"source_url":"https://www.barrons.com/articles/xpeng-earnings-are-coming-monday-heres-what-to-expect-51648390999?mod=hp_LATEST","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1181980291","content_text":"Chinese electric vehicle maker XPeng will report fourth quarter numbers Monday morning. Weary investors will be looking for good news. They might not get it.Coming into the report, XPeng (ticker: XPEV) stock has been badly beaten up. Shares are down about 46% year to date, far worse then the 5% and 4% comparable, respective drops of the S&P 500 and Dow Jones Industrial Average.Rising interest rates and inflation have sapped some investor willingness to hold richly valued high growth stocks. But that isn’t all that’s happened to Chinese EV makers. Stock in EV leader Tesla (TSLA), after all, is only down about 4% year to date.Fears about U.S. delisting of Chinese stocks is another issue. Fears started to rise again earlier in March after the SEC identified five U.S. listed Chinese firms that didn’t meet U.S. auditing requirements. None were Chinese EV makers.And falling deliveries at XPeng, Li Auto (LI) and NIO (NIO) have also dented investor sentiment. EV deliveries hit records in China at the end of 2021, just before purchase incentives were cut.  Combined deliveries came in around 20,000 units for February, down from more than 40,000 reported in December, although February includes the Chinese New Year holiday which skews comparability.For XPeng’s fourth quarter, Wall Street is looking for a 38 cent per share loss from $1.28 billion in sales. Gross profit margins are expected to be about 12.6%, down from 14.4% reported in the third quarter of 2021. Falling deliveries and rising costs are two reasons margins are expected to come in a little.Looking ahead, analysts project the company will deliver about 38,000 vehicles in the first quarter of 2022. XPeng delivered just over 19,000 vehicles in January and February combined, meaning analyst expect 19,000 delivered in March. That might be a high bar to clear given persistent supply chain problems such as semiconductor shortages.XPeng delivered 16,000 vehicles in December. That was a record month for the auto maker.Options markets imply the stock will move 10%, up or down, after earnings are reported. That is more volatile than trading following recent reports. Shares have moved an average of roughly 4%, up or down, following the past four quarterly reports. Shares have fallen three times and risen once after the past four reports.NIO reported earnings this past week. First quarter delivery guidance missed Street expectations and shares fell 9.4%. That may have helped de-risk the XPeng quarter, however. XPeng shares dropped 7.6% Friday, the trading session after NIO reported figures.","news_type":1},"isVote":1,"tweetType":1,"viewCount":390,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":326584099451208,"gmtCreate":1720756535517,"gmtModify":1720756543339,"author":{"id":"3555995243932378","authorId":"3555995243932378","name":"Fishark","avatar":"https://community-static.tradeup.com/news/7e81706bdea5d6e67bd7db8a09640fe0","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3555995243932378","authorIdStr":"3555995243932378"},"themes":[],"htmlText":"?","listText":"?","text":"?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/326584099451208","repostId":"326558719373608","repostType":1,"repost":{"id":326558719373608,"gmtCreate":1720750325592,"gmtModify":1720754011641,"author":{"id":"3573677387704308","authorId":"3573677387704308","name":"Kai kung","avatar":"https://community-static.tradeup.com/news/0138922ede4ba743c32dcf3ff94803ff","crmLevel":4,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3573677387704308","authorIdStr":"3573677387704308"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/BS6.SI\">$YZJ Shipbldg SGD(BS6.SI)$&nbsp;</a> shinking ship is halfway down the ocean. Every day the big whale is gushing&nbsp;more water(sell) onto the ship hull to make it sink faster .Don't be a sucker, get out .. quick.","listText":"<a href=\"https://ttm.financial/S/BS6.SI\">$YZJ Shipbldg SGD(BS6.SI)$&nbsp;</a> shinking ship is halfway down the ocean. Every day the big whale is gushing&nbsp;more water(sell) onto the ship hull to make it sink faster .Don't be a sucker, get out .. quick.","text":"$YZJ Shipbldg SGD(BS6.SI)$ shinking ship is halfway down the ocean. Every day the big whale is gushing more water(sell) onto the ship hull to make it sink faster .Don't be a sucker, get out .. quick.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/326558719373608","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":100,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}