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nctony
2022-01-05
$Sea Ltd(SE)$
Is SE still a buy?Comments please!!
nctony
2022-09-27
Below 126 is buy buy buy[Miser]
Nvidia: Buying The Recovery
nctony
2023-03-13
Hopefully could safe more or less.
U.S. Announces It Will Stem SVB Fallout, Customers to Have Deposit Access
nctony
2022-10-27
Power[Miser]
Shopify Beats Quarterly Revenue Estimates
nctony
2023-03-02
He never give up
Musk’s Tesla Master Plan Disappoints, No Detail on New Cars
nctony
2023-04-16
Power[Miser]
ASML Q1 Earnings Preview: Focus on the Effect of Dutch Export Control and Sculpta Threat
nctony
2022-12-01
Well done and will improve more coming[Miser]
NIO Delivered 14,178 Vehicles in November 2022, Increasing By 30.3% Year-Over-Year
nctony
2022-09-30
Good price to buy now
Dear NIO Stock Fans, Mark Your Calendars for Oct. 7
nctony
2022-03-28
Reaching 50K soon[Miser]
Crypto Stocks Jumped in Premarket Trading
nctony
2022-10-04
Sure up and up
NIO: Ready For Take-Off (Take Two)
nctony
2022-06-01
We wants more please[Miser]
Nio Delivered 7,024 Vehicles in May 2022
nctony
2022-03-20
Not easy lol[Cool]
nctony
2023-02-24
SQ is back[Miser]
3 Hot Stocks for Tomorrow: Friday Predictions for SQ, CVNA, Bitcoin
nctony
2022-02-07
$Alibaba(BABA)$
BaBa if happen drop to 90 must buy[Miser]
nctony
2023-01-26
His the man[Applaud]
Musk’s Big Tesla Growth Target Is a Problem
nctony
2023-01-13
Take a break[Cool]
Reminder: U.S. Market is Closed for Martin Luther King Day on Monday, Jan.16, 2023
nctony
2022-09-07
Nothing to be worried. Drop more buy more[Miser]
NIO Reports Earnings Today. What to Expect
nctony
2022-08-03
Will you buy?Please comment. Thank you.
Alibaba, JD Surge Over 3% As Earnings Come Into Focus: Hong Kong Traders Shrug Off Geopolitical Tensions
nctony
2022-03-20
I hate myself for not buying BaBa at 70 plugs[Cry]
Alibaba: Why I'm Not Selling A Single Share
nctony
2022-11-15
No way[Cool]
Tesla: Looking For A Bottom
Go to Tiger App to see more news
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technology industry’s downturn.</p><p>Workers who joined on or before March 31 will get the salary bump effective this July, billionaire founder Forrest Li said in a memo to staff on Monday, seen by Bloomberg News. He said the company has reached “self-sufficiency” as its cash balance is now increasing rather than shrinking every quarter, a goal it achieved ahead of a target set last year.</p><p>The Asian internet giant reported its first-ever quarterly net profit in March, about 14 years after its founding. 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He said the company has reached “self-sufficiency” as its cash balance is now increasing rather than shrinking every quarter, a goal it achieved ahead of a target set last year.The Asian internet giant reported its first-ever quarterly net profit in March, about 14 years after its founding. In recent months, the company cut thousands of jobs, froze salaries and slashed more than $700 million from quarterly sales and marketing expenses to convince investors of its profit-making ability.","news_type":1},"isVote":1,"tweetType":1,"viewCount":506,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9947285103,"gmtCreate":1683195799803,"gmtModify":1683195805072,"author":{"id":"3557024931927052","authorId":"3557024931927052","name":"nctony","avatar":"https://static.tigerbbs.com/1449dfc5089ded0e8efe303fd4dd43b1","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3557024931927052","idStr":"3557024931927052"},"themes":[],"htmlText":"You clear I take [Miser] [Miser] [Miser] ","listText":"You clear I take [Miser] [Miser] [Miser] ","text":"You clear I take [Miser] [Miser] [Miser]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9947285103","repostId":"1135073192","repostType":2,"repost":{"id":"1135073192","kind":"news","pubTimestamp":1683193578,"share":"https://ttm.financial/m/news/1135073192?lang=&edition=fundamental","pubTime":"2023-05-04 17:46","market":"sg","language":"en","title":"2 Reasons Why NIO Investors Should Steer Clear of the Stock","url":"https://stock-news.laohu8.com/highlight/detail?id=1135073192","media":"InvestorPlace","summary":"Nio’s (NIO) profit margins have declined sharply.Furthermore, Nio’s expenditures have gotten out of ","content":"<html><head></head><body><ul><li><p><strong>Nio’s</strong> (<strong><u>NIO</u></strong>) profit margins have declined sharply.</p></li><li><p>Furthermore, Nio’s expenditures have gotten out of hand.</p></li><li><p>Investors can keep tabs on NIO stock but don’t need to buy it now.</p></li></ul><p>China-based electric vehicle (EV) manufacturer <strong>Nio</strong> (NYSE: <strong><u>NIO</u></strong>) has fierce competition, including from the likes of automotive giant <strong>Tesla</strong> (NASDAQ: <strong><u>TSLA</u></strong>). It’s going to be difficult for NIO stock investors to succeed this year, as Nio remains inflexible on EV prices. Plus, Nio’s margins are down, but the company’s capital outlays are rising sharply.</p><p style=\"text-align: start;\">Not all of the news surrounding Nio is negative. For instance, during 2023’s first quarter, Nio’s vehicle deliveries jumped 20.5% year over year.</p><p style=\"text-align: start;\">Yet, just because Nio is able to sell vehicles, doesn’t mean the company will have an easy time fending off Tesla and other rivals. Besides, turning a decent profit is just as important as selling EVs — and in that department, Nio’s definitely not on the right track.</p><h2 style=\"text-align: start;\">Nio’s Refusal to Lower EV Prices Is a Problem</h2><p style=\"text-align: start;\">NIO stock hasn’t done well over the past year and is also down in 2023 year-to-date. Nio could really use a catalyst now, but that’s not likely to happen as the company is inflexible when it comes to vehicle pricing.</p><p style=\"text-align: start;\">Larry Ramer opined, “Nio’s reluctance to reduce prices is understandable,” given the company’s sharp decline in gross profit margin (which we’ll discuss in a moment). Nio CEO William Li has stated outright, “For us, we will certainly not join the price war.”</p><p style=\"text-align: start;\">However, during a time of global economic uncertainty, automotive shoppers don’t care about Nio’s margin issues. They want a good car at a reasonable price. Tesla’s series of price cuts demonstrates that company’s responsiveness to the customers’ needs and demands.</p><p style=\"text-align: start;\">Li tried to justify his refusal to implement price cuts by saying that Nio’s EVs “are superior to the Model 3 and Model Y in terms of design, technology and performance.” That’s a matter of opinion, and of course, Li isn’t an objective commentator in this matter. It’s unfortunate, frankly, that Nio is stubbornly refusing to make its pricing structure more accessible to moderate-income buyers.</p><h2 style=\"text-align: start;\">Slipping Margins Don’t Bode Well for NIO Stock</h2><p style=\"text-align: start;\">I promised that we would talk about Nio’s falling margins, and the company’s recently issued Form 20-F (annual report) has plenty to reveal about that topic. As we’ll see, the data doesn’t look positive for Nio.</p><p style=\"text-align: start;\">In 2022 compared to 2021, Nio reported year-over-year declines in the following measures:</p><ul><li><p>Gross profit: Down 24.6%</p></li><li><p>Gross margin: Down 45% (10.4% in 2022 versus 18.9% in 2021)</p></li><li><p>Vehicle margin: Down 32% (13.7% in 2022 versus 20.1% in 2021)</p></li><li><p>Other sales margin: -29% in 2022 versus +5.7% in 2021</p></li></ul><p style=\"text-align: start;\">Nio’s spending habits certainly haven’t helped the company’s margins. The automaker’s research and development expenses soared 136%, believe it or not. Moreover, Nio’s selling, general and administrative expenses increased 53.2%. Going forward, Nio’s shareholders should insist that the company commit strongly to cost reduction, rather than focus too much on keeping EV prices high.</p><h2 style=\"text-align: start;\">So, Is NIO Stock a Buy or Sell?</h2><p style=\"text-align: start;\">Nio is going to have a tough time competing successfully with Tesla and other EV manufacturers in 2023. In reducing the prices of some vehicles, Tesla is leading by example. Yet, Nio refuses to follow that example.</p><p style=\"text-align: start;\">Additionally, Nio’s rapid spending appears to be taking a major toll on the company’s profit margins. Therefore, NIO stock is a sell and prospective investors should seek EV-market gains elsewhere.</p></body></html>","source":"investorplace","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>2 Reasons Why NIO Investors Should Steer Clear of the 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\">\n2 Reasons Why NIO Investors Should Steer Clear of the Stock\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-05-04 17:46 GMT+8 <a href=https://investorplace.com/2023/05/2-reasons-why-nio-investors-should-steer-clear-of-the-stock/><strong>InvestorPlace</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Nio’s (NIO) profit margins have declined sharply.Furthermore, Nio’s expenditures have gotten out of hand.Investors can keep tabs on NIO stock but don’t need to buy it now.China-based electric vehicle ...</p>\n\n<a href=\"https://investorplace.com/2023/05/2-reasons-why-nio-investors-should-steer-clear-of-the-stock/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NIO":"蔚来","09866":"蔚来-SW","NIO.SI":"蔚来"},"source_url":"https://investorplace.com/2023/05/2-reasons-why-nio-investors-should-steer-clear-of-the-stock/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1135073192","content_text":"Nio’s (NIO) profit margins have declined sharply.Furthermore, Nio’s expenditures have gotten out of hand.Investors can keep tabs on NIO stock but don’t need to buy it now.China-based electric vehicle (EV) manufacturer Nio (NYSE: NIO) has fierce competition, including from the likes of automotive giant Tesla (NASDAQ: TSLA). It’s going to be difficult for NIO stock investors to succeed this year, as Nio remains inflexible on EV prices. Plus, Nio’s margins are down, but the company’s capital outlays are rising sharply.Not all of the news surrounding Nio is negative. For instance, during 2023’s first quarter, Nio’s vehicle deliveries jumped 20.5% year over year.Yet, just because Nio is able to sell vehicles, doesn’t mean the company will have an easy time fending off Tesla and other rivals. Besides, turning a decent profit is just as important as selling EVs — and in that department, Nio’s definitely not on the right track.Nio’s Refusal to Lower EV Prices Is a ProblemNIO stock hasn’t done well over the past year and is also down in 2023 year-to-date. Nio could really use a catalyst now, but that’s not likely to happen as the company is inflexible when it comes to vehicle pricing.Larry Ramer opined, “Nio’s reluctance to reduce prices is understandable,” given the company’s sharp decline in gross profit margin (which we’ll discuss in a moment). Nio CEO William Li has stated outright, “For us, we will certainly not join the price war.”However, during a time of global economic uncertainty, automotive shoppers don’t care about Nio’s margin issues. They want a good car at a reasonable price. Tesla’s series of price cuts demonstrates that company’s responsiveness to the customers’ needs and demands.Li tried to justify his refusal to implement price cuts by saying that Nio’s EVs “are superior to the Model 3 and Model Y in terms of design, technology and performance.” That’s a matter of opinion, and of course, Li isn’t an objective commentator in this matter. It’s unfortunate, frankly, that Nio is stubbornly refusing to make its pricing structure more accessible to moderate-income buyers.Slipping Margins Don’t Bode Well for NIO StockI promised that we would talk about Nio’s falling margins, and the company’s recently issued Form 20-F (annual report) has plenty to reveal about that topic. As we’ll see, the data doesn’t look positive for Nio.In 2022 compared to 2021, Nio reported year-over-year declines in the following measures:Gross profit: Down 24.6%Gross margin: Down 45% (10.4% in 2022 versus 18.9% in 2021)Vehicle margin: Down 32% (13.7% in 2022 versus 20.1% in 2021)Other sales margin: -29% in 2022 versus +5.7% in 2021Nio’s spending habits certainly haven’t helped the company’s margins. The automaker’s research and development expenses soared 136%, believe it or not. Moreover, Nio’s selling, general and administrative expenses increased 53.2%. Going forward, Nio’s shareholders should insist that the company commit strongly to cost reduction, rather than focus too much on keeping EV prices high.So, Is NIO Stock a Buy or Sell?Nio is going to have a tough time competing successfully with Tesla and other EV manufacturers in 2023. In reducing the prices of some vehicles, Tesla is leading by example. Yet, Nio refuses to follow that example.Additionally, Nio’s rapid spending appears to be taking a major toll on the company’s profit margins. Therefore, NIO stock is a sell and prospective investors should seek EV-market gains elsewhere.","news_type":1},"isVote":1,"tweetType":1,"viewCount":503,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9947179163,"gmtCreate":1682732964653,"gmtModify":1682732969603,"author":{"id":"3557024931927052","authorId":"3557024931927052","name":"nctony","avatar":"https://static.tigerbbs.com/1449dfc5089ded0e8efe303fd4dd43b1","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3557024931927052","idStr":"3557024931927052"},"themes":[],"htmlText":"Areed Buy Buy Buy . Now is cheap.","listText":"Areed Buy Buy Buy . Now is cheap.","text":"Areed Buy Buy Buy . Now is cheap.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9947179163","repostId":"1120813285","repostType":2,"repost":{"id":"1120813285","kind":"news","pubTimestamp":1682730604,"share":"https://ttm.financial/m/news/1120813285?lang=&edition=fundamental","pubTime":"2023-04-29 09:10","market":"us","language":"en","title":"PayPal: Where Wall Street And Main Street Meet","url":"https://stock-news.laohu8.com/highlight/detail?id=1120813285","media":"Seeking Alpha","summary":"SummaryUsually, Wall Street and Main Street do not agree.However, in the case of PayPal Holdings und","content":"<html><head></head><body><h2 style=\"text-align: left;\">Summary</h2><ul><li><p>Usually, Wall Street and Main Street do not agree.</p></li><li><p>However, in the case of PayPal Holdings under current conditions, both Wall Street and Main Street recommend Buy.</p></li><li><p>I will explain why I agree, too.</p></li><li><p>In my view, the usual metrics such as Return on Equity underestimate its profitability and can mislead investors about PayPal Holdings' compounding potential.</p></li><li><p></p></li></ul><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/bc34f696a8df0cc0287b530aaa71dee3\" alt=\"BobHemphill\" title=\"BobHemphill\" tg-width=\"750\" tg-height=\"469\"/><span>BobHemphill</span></p><h2>Thesis</h2><p>Wall Street's opinion on stocks often differs from individual investors' assessment for a range of reasons, including investment objectives, time horizon, and also risk tolerance. <strong>PayPal Holdings, Inc.</strong> (NASDAQ:PYPL), under current conditions, is an unusual case where Main Street and Wall Street agree, as seen in the chart below. As a popular stock among individual investors, a total of 18 authors on Seeking Alpha have written about PYPL In the last 30 days. And only one of them recommended selling. On the Wall Street side, a total of 44 analysts rated the stock. And only one Wall Street analyst recommended selling.</p><p>In the remainder of this article, I will explain why I agree with the above recommendations, too. In particular, I will elaborate on its compounding potential and explain why the usual metrics such as Return on Equity represent a substantial underestimate. As a result, it represents a good example of a high-powered compounder at a reasonable price.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/7924226910b524d83d153b6b9033837e\" alt=\"Seeking Alpha\" title=\"Seeking Alpha\" tg-width=\"640\" tg-height=\"177\"/><span>Seeking Alpha</span></p><h2>Wall Street holds it at ~14.6x FW P/E</h2><p>To get a more quantitative assessment of the "streets," the following chart shows the top super investors who are holding PYPL. I view these large money managers, when viewed as a group, to be a good approximation of the prevailing Wall Street opinion. Of course, a few of them make/made their money by betting against Wall Street. But these are the exceptions, not the rules.</p><p>As seen in the following chart provided by Dataroma, several super investors have a significant stake in PYPL. In the past reporting period, 3 of them reduced their PYPL holdings slightly (between 0.58% and 3.91%). While the rest of them added and some additions are substantial. One dramatically increased their exposure by 40 and another super investor (Lee Ainslie) initiated a new position.</p><p>All told, PYPL ranks as the 54th highest holding among all the super investors. And quite a few of them are making concentrated bets on the stock. For instance, Both Pat Dorsey and Lindsell Train allocated more than 7% of their portfolio to PYPL.</p><p>You can also see from the chart below that these super investors are holding PYPL at an average price of $71.6. Analyst forecasts project its FY1 EPS to be in the range of $4.67 to $5.1 (see the next chart below) with a midpoint of $4.89. In other words, based on the company guidance, the super investors are holding the stock at a P/E of ~14.6x.</p><p>Next, I will run a simple reality check to show that such a holding P/E provides a skewed return-risk profile.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/5b734de8f79f8902efc652270a7efac4\" alt=\"Dataroma\" title=\"Dataroma\" tg-width=\"640\" tg-height=\"149\"/><span>Dataroma</span></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/9d1319b8fdd05ca5c7dbbe25180967d5\" alt=\"Seeking Alpha\" title=\"Seeking Alpha\" tg-width=\"640\" tg-height=\"164\"/><span>Seeking Alpha</span></p><h2>Skewed return profile</h2><p>The chart presented next is my simple reality check for any investment decision I make. This chart shows the required growth rate and terminal P/E to achieve a target annualized return on investment ("ROI") over five years. Two terminal P/E multiples were considered here: 20x (the red line, which is its FWD P/E based on its market price as of this writing) and 12.5x (the blue line, which is about 10x pretax earnings is what I would be willing to pay for a permanently stagnating business). The super investors' holding P/E 14.6x is shown by the green line.</p><p>If a P/E contraction occurs to 12.5x and the growth becomes zero, the total loss in five years would be about 15% at a holding P/E of 14.6x, translating into an annual loss of about 3%. While on the other hand, analyst forecasts project an annual growth rate of 10.7% in the next few years (see the next chart). At this rate, the projected return would be about ~17% per annum in the case of a P/E expansion to 20x and about 7% in the case of a P/E contraction to 12.5x.</p><p>This obviously is quite an asymmetric return profile IF the company can grow at a reasonable pace. And next, I will argue there are good reasons to believe that its EPS can indeed grow at double-digits and consensus estimates of 10.7% might be on the conservative side.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/5cf6a257e9c77396d2aec98c603f3320\" alt=\"Author\" title=\"Author\" tg-width=\"640\" tg-height=\"329\"/><span>Author</span></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/009b6b68851c89386d14deedf0368ac5\" alt=\"Seeking Alpha\" title=\"Seeking Alpha\" tg-width=\"640\" tg-height=\"166\"/><span>Seeking Alpha</span></p><h2>ROE and ROIC underestimate its compounding power</h2><p>A good reason for its recent price collapse and valuation contraction may be the decline of its return on equity ("ROE") and returns on capital invested ("ROIC") as shown below. As seen, its ROE and ROIC peaked at approximately 27% and 19%, respectively, in 2021 (and its stock prices touched $300 at the same time). Then things began to nosedive.</p><p>However, in my opinion, ROE and ROIC can be misleading indicators in many cases (see my blog article for more details). And PYPL is such an example. In such instances, ROCE (return on capital employed) is a more insightful indicator. And the second chart below shows that PYPL has maintained a stable and robust ROCE over the years. Its ROCE in recent years is in line with its longer-term average of around 54%.</p><p>A ROCE of 54% means that the company only needs to maintain a reinvestment rate ("RR") of less than 20% to achieve a growth rate of 10% sustainably.</p><p>And next, I will explain why I see it as not a problem at all for PYPL to maintain such a RR.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/368f7657f90656c94ac87c518bed1218\" alt=\"Seeking Alpha\" title=\"Seeking Alpha\" tg-width=\"640\" tg-height=\"426\"/><span>Seeking Alpha</span></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/1bca0cbc2db2ab8a0d8cb270e3fd635d\" alt=\"Author based on Seeking Alpha data\" title=\"Author based on Seeking Alpha data\" tg-width=\"640\" tg-height=\"364\"/><span>Author based on Seeking Alpha data</span></p><h2>PayPal Holdings, Inc.'s reinvestment rate</h2><p>To understand its reinvestment rate, the next chart delves into its capital allocation details in recent years. And my overall conclusion is that PayPal's management enjoys an enviable degree of flexibility in their capital allocation decisions. The company generates an ample amount of cash from its organic operations, while its business model is very capital-light.</p><p>To wit, PYPL is virtually debt-free. It only takes about 3.6% of its EBIT earnings to service its debt on average in recent years. The company only needs an average of 17% of its operating cash flow ("OCF") to cover its maintenance capital expenditures. PYPL does not pay dividends. As a result, about 80% of its OCF can be utilized at management's discretion, and thus maintaining a 20% RR is not a problem at all in the way I see it.</p><p>Of course, growth requires two key ingredients, and having the money to reinvest is only of them. The other required ingredient is that there need to be high-margin areas to keep expanding into. And I see plenty of opportunities on this front too. PayPal has several promising growth avenues both in the immediate term and long term. Near-term opportunities include the expansion of its Venmo, Tap to Pay functionality, cryptocurrency offerings, and collaborations with Apple to bolster offerings. In the longer term, it is well-positioned to capture additional market share in the global payment processing arena. As consumers increasingly shift to online shopping, PayPal's payment processing services would only become more valuable. PayPal's payment services have plenty of potential and space to expand geographically too, particularly in emerging markets in Asia and Latin America.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/8aadaf7a61b53ce8d6c312b6267426a6\" alt=\"Author based on Seeking Alpha data\" title=\"Author based on Seeking Alpha data\" tg-width=\"640\" tg-height=\"365\"/><span>Author based on Seeking Alpha data</span></p><h2>Risks and final thoughts</h2><p>PayPal Holdings, Inc. faces risks, too, both in terms of macroeconomic risks and also risks specific to its business. The consensus estimates and my model above both assume a stable macroeconomic backdrop, not only in the U.S. but also globally to support its global transaction volume expansion. Within its specific space, increased competition in payment services could prove challenging. PayPal faces challenges from both traditional banks and new digital players in the financial industry. Traditional banks, such as Bank of America and Chase, are beginning to express interest in the digital wallet niche, largely as a means to maintain customer relationships, as well as potentially combat cyber fraud. From new digital players, PayPal faces competition in the areas of mobile payments and peer-to-peer payment services. Digital payment services such as Square Cash have gained popularity, especially among younger generations, and are challenging PayPal's dominance in the space.</p><p>To conclude, I think these risks have already been more than compensated for given PayPal Holdings, Inc.'s current valuation. At an FWD of about 15x (or below like the super investors' average holding P/E), I see a very asymmetric return profile for PayPal Holdings, Inc., with a large upside but limited downside. No wonder both Wall Street and Main Street love it under these conditions.</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>PayPal: Where Wall Street And Main Street Meet</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\">\nPayPal: Where Wall Street And Main Street Meet\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-04-29 09:10 GMT+8 <a href=https://seekingalpha.com/article/4597955-paypal-where-wall-street-and-main-street-meet><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryUsually, Wall Street and Main Street do not agree.However, in the case of PayPal Holdings under current conditions, both Wall Street and Main Street recommend Buy.I will explain why I agree, ...</p>\n\n<a href=\"https://seekingalpha.com/article/4597955-paypal-where-wall-street-and-main-street-meet\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"PYPL":"PayPal"},"source_url":"https://seekingalpha.com/article/4597955-paypal-where-wall-street-and-main-street-meet","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"1120813285","content_text":"SummaryUsually, Wall Street and Main Street do not agree.However, in the case of PayPal Holdings under current conditions, both Wall Street and Main Street recommend Buy.I will explain why I agree, too.In my view, the usual metrics such as Return on Equity underestimate its profitability and can mislead investors about PayPal Holdings' compounding potential.BobHemphillThesisWall Street's opinion on stocks often differs from individual investors' assessment for a range of reasons, including investment objectives, time horizon, and also risk tolerance. PayPal Holdings, Inc. (NASDAQ:PYPL), under current conditions, is an unusual case where Main Street and Wall Street agree, as seen in the chart below. As a popular stock among individual investors, a total of 18 authors on Seeking Alpha have written about PYPL In the last 30 days. And only one of them recommended selling. On the Wall Street side, a total of 44 analysts rated the stock. And only one Wall Street analyst recommended selling.In the remainder of this article, I will explain why I agree with the above recommendations, too. In particular, I will elaborate on its compounding potential and explain why the usual metrics such as Return on Equity represent a substantial underestimate. As a result, it represents a good example of a high-powered compounder at a reasonable price.Seeking AlphaWall Street holds it at ~14.6x FW P/ETo get a more quantitative assessment of the \"streets,\" the following chart shows the top super investors who are holding PYPL. I view these large money managers, when viewed as a group, to be a good approximation of the prevailing Wall Street opinion. Of course, a few of them make/made their money by betting against Wall Street. But these are the exceptions, not the rules.As seen in the following chart provided by Dataroma, several super investors have a significant stake in PYPL. In the past reporting period, 3 of them reduced their PYPL holdings slightly (between 0.58% and 3.91%). While the rest of them added and some additions are substantial. One dramatically increased their exposure by 40 and another super investor (Lee Ainslie) initiated a new position.All told, PYPL ranks as the 54th highest holding among all the super investors. And quite a few of them are making concentrated bets on the stock. For instance, Both Pat Dorsey and Lindsell Train allocated more than 7% of their portfolio to PYPL.You can also see from the chart below that these super investors are holding PYPL at an average price of $71.6. Analyst forecasts project its FY1 EPS to be in the range of $4.67 to $5.1 (see the next chart below) with a midpoint of $4.89. In other words, based on the company guidance, the super investors are holding the stock at a P/E of ~14.6x.Next, I will run a simple reality check to show that such a holding P/E provides a skewed return-risk profile.DataromaSeeking AlphaSkewed return profileThe chart presented next is my simple reality check for any investment decision I make. This chart shows the required growth rate and terminal P/E to achieve a target annualized return on investment (\"ROI\") over five years. Two terminal P/E multiples were considered here: 20x (the red line, which is its FWD P/E based on its market price as of this writing) and 12.5x (the blue line, which is about 10x pretax earnings is what I would be willing to pay for a permanently stagnating business). The super investors' holding P/E 14.6x is shown by the green line.If a P/E contraction occurs to 12.5x and the growth becomes zero, the total loss in five years would be about 15% at a holding P/E of 14.6x, translating into an annual loss of about 3%. While on the other hand, analyst forecasts project an annual growth rate of 10.7% in the next few years (see the next chart). At this rate, the projected return would be about ~17% per annum in the case of a P/E expansion to 20x and about 7% in the case of a P/E contraction to 12.5x.This obviously is quite an asymmetric return profile IF the company can grow at a reasonable pace. And next, I will argue there are good reasons to believe that its EPS can indeed grow at double-digits and consensus estimates of 10.7% might be on the conservative side.AuthorSeeking AlphaROE and ROIC underestimate its compounding powerA good reason for its recent price collapse and valuation contraction may be the decline of its return on equity (\"ROE\") and returns on capital invested (\"ROIC\") as shown below. As seen, its ROE and ROIC peaked at approximately 27% and 19%, respectively, in 2021 (and its stock prices touched $300 at the same time). Then things began to nosedive.However, in my opinion, ROE and ROIC can be misleading indicators in many cases (see my blog article for more details). And PYPL is such an example. In such instances, ROCE (return on capital employed) is a more insightful indicator. And the second chart below shows that PYPL has maintained a stable and robust ROCE over the years. Its ROCE in recent years is in line with its longer-term average of around 54%.A ROCE of 54% means that the company only needs to maintain a reinvestment rate (\"RR\") of less than 20% to achieve a growth rate of 10% sustainably.And next, I will explain why I see it as not a problem at all for PYPL to maintain such a RR.Seeking AlphaAuthor based on Seeking Alpha dataPayPal Holdings, Inc.'s reinvestment rateTo understand its reinvestment rate, the next chart delves into its capital allocation details in recent years. And my overall conclusion is that PayPal's management enjoys an enviable degree of flexibility in their capital allocation decisions. The company generates an ample amount of cash from its organic operations, while its business model is very capital-light.To wit, PYPL is virtually debt-free. It only takes about 3.6% of its EBIT earnings to service its debt on average in recent years. The company only needs an average of 17% of its operating cash flow (\"OCF\") to cover its maintenance capital expenditures. PYPL does not pay dividends. As a result, about 80% of its OCF can be utilized at management's discretion, and thus maintaining a 20% RR is not a problem at all in the way I see it.Of course, growth requires two key ingredients, and having the money to reinvest is only of them. The other required ingredient is that there need to be high-margin areas to keep expanding into. And I see plenty of opportunities on this front too. PayPal has several promising growth avenues both in the immediate term and long term. Near-term opportunities include the expansion of its Venmo, Tap to Pay functionality, cryptocurrency offerings, and collaborations with Apple to bolster offerings. In the longer term, it is well-positioned to capture additional market share in the global payment processing arena. As consumers increasingly shift to online shopping, PayPal's payment processing services would only become more valuable. PayPal's payment services have plenty of potential and space to expand geographically too, particularly in emerging markets in Asia and Latin America.Author based on Seeking Alpha dataRisks and final thoughtsPayPal Holdings, Inc. faces risks, too, both in terms of macroeconomic risks and also risks specific to its business. The consensus estimates and my model above both assume a stable macroeconomic backdrop, not only in the U.S. but also globally to support its global transaction volume expansion. Within its specific space, increased competition in payment services could prove challenging. PayPal faces challenges from both traditional banks and new digital players in the financial industry. Traditional banks, such as Bank of America and Chase, are beginning to express interest in the digital wallet niche, largely as a means to maintain customer relationships, as well as potentially combat cyber fraud. From new digital players, PayPal faces competition in the areas of mobile payments and peer-to-peer payment services. Digital payment services such as Square Cash have gained popularity, especially among younger generations, and are challenging PayPal's dominance in the space.To conclude, I think these risks have already been more than compensated for given PayPal Holdings, Inc.'s current valuation. At an FWD of about 15x (or below like the super investors' average holding P/E), I see a very asymmetric return profile for PayPal Holdings, Inc., with a large upside but limited downside. No wonder both Wall Street and Main Street love it under these conditions.","news_type":1},"isVote":1,"tweetType":1,"viewCount":590,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9944256018,"gmtCreate":1681883146334,"gmtModify":1681883150432,"author":{"id":"3557024931927052","authorId":"3557024931927052","name":"nctony","avatar":"https://static.tigerbbs.com/1449dfc5089ded0e8efe303fd4dd43b1","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3557024931927052","idStr":"3557024931927052"},"themes":[],"htmlText":"Buy Buy Buy[Miser] ","listText":"Buy Buy Buy[Miser] ","text":"Buy Buy Buy[Miser]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9944256018","repostId":"2328214992","repostType":2,"repost":{"id":"2328214992","kind":"highlight","pubTimestamp":1681882254,"share":"https://ttm.financial/m/news/2328214992?lang=&edition=fundamental","pubTime":"2023-04-19 13:30","market":"us","language":"en","title":"After Sea Limited's Huge Stock-Price Run-Up, Is It Still A Buy?","url":"https://stock-news.laohu8.com/highlight/detail?id=2328214992","media":"Motley Fool","summary":"After a terrible 2022, investor sentiment toward this Southeast Asian internet business turned positive in 2023.","content":"<html><head></head><body><p>The pandemic and its effects on the economy over the past three years have had a volatile effect on <strong>Sea Limited</strong>'s three business segments: Garena is its internet gaming business; Shopee is its e-commerce operation; and SeaMoney is its fintech application. It results in accelerated growth as well as sharp pullbacks. Moreover, general market sentiment toward all early-stage, high-growth, and unprofitable companies (the exact characteristics of Sea Limited) turned decidedly negative last year. As a result, the stock had a horrendous 2022.</p><p>2023 has been a different story for the stock, and it started the year with a bang, rising 60.52% year to date. Why has sentiment on the stock shifted so rapidly? And should investors take it as a sign to get on the bandwagon and invest as well? Let's discuss this.</p><h2>Revenue growth decelerated rapidly in 2022</h2><p>Many growth investors fell in full-bloom love with this company back in 2018 when Sea Limited began putting up quarter after quarter of triple-digit, year-over-year revenue growth -- a trend that only ended in early 2022 when revenue growth apparently fell off a cliff. It was around then that market sentiment turned sour and the stock price dropped 77% during the year. </p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/41b0b1ab8ed476722b75549f0a2c7dc0\" tg-width=\"720\" tg-height=\"449\"/></p><p>SE Revenue (Quarterly YoY Growth) data by YCharts.</p><p>Like many other unprofitable growth companies that spent money with abandon when times were good, Sea pivoted to becoming a more disciplined spender in hopes of achieving sustainable, profitable growth. Management had announced as far back as the fourth quarter of 2021 that it wanted to achieve profitability and positive free cash flow (FCF) across many of its markets and business segments by 2025.</p><p>When any company rapidly goes from a growth-at-all-costs mindset to a profitable growth mindset, it generally results in a painful hangover. For example, according to The Information, by mid-November of 2022, the company had eliminated 7,000 workers (about 10% of its workforce) through layoffs. Even worse, at the end of 2022, Bloomberg reported that Sea had suspended wage increases for many employees and was paying lower yearly bonuses -- counterproductive choices for company morale and potential future growth.</p><h2>Things are looking up in 2023</h2><p>Before it reported its Q4 2022 earnings on March 7, many were less than optimistic that Sea's cost-cutting initiatives would produce profitability anytime soon. For instance, consensus analyst earnings estimates called for a generally accepted accounting principle (GAAP) EPS loss of $0.75.</p><p>Investors were pleasantly surprised, however, when the company delivered its first positive GAAP EPS of $0.72, walloping consensus EPS estimates.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/5197ad12dab481d0e01f1be0677a2bc6\" tg-width=\"720\" tg-height=\"433\"/></p><p>SE EPS Diluted (Quarterly) data by YCharts.</p><p>The company also shifted from negative total adjusted earnings before interest, taxes, depreciation, and amortization (EBITDA) in Q4 2021 to positive in Q4 2022. Some people prefer looking at EBITDA because the metric shows a company's core profitability by eliminating abnormal gains or losses.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/16430f67c1aa42be881e4e720b455f7b\" tg-width=\"700\" tg-height=\"393\"/></p><p>Image source: Sea Limited.</p><p>The company also produced its first positive free-cash-flow quarter in almost a year.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/cb594be408c28cc0e86753a490da016f\" tg-width=\"720\" tg-height=\"433\"/></p><p>SE Free Cash Flow (Quarterly) data by YCharts.</p><p>Investors are optimistic that Sea can produce sustainable, profitable growth and FCF once the global macro economy improves. In reaction to excellent Q4 2022 earnings, investors bid the stock price up almost 22%.</p><h2>Why some investors are increasingly cautious</h2><p>Some people believe that Sea's e-commerce website Shopee gained market share and rose to the top of the Southeast Asia market primarily through heavy marketing, free shipping subsidies, and other incentives. If that is true, then there are two substantial potential problems. First, heavy marketing spending to grow market share is not a long-term competitive advantage, and eventually, competitors will eat away at profitability margins.</p><p>Second, once a company that relies on heavy marketing spending to grow market share cuts that spending, it might begin rapidly losing market share, and revenue growth could slide -- a massive risk that Sea now faces.</p><p>The chart below shows that the company significantly cut sales and marketing spending in 2022 to help achieve profitability. Additionally, revenue growth fell. Can Sea's revenue growth woes be at least partially blamed on its cost-cutting initiatives?</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/3d4e1f5e20435f91c3a12330271467b5\" tg-width=\"720\" tg-height=\"449\"/></p><p>SE Sales and Marketing Expense (Quarterly) data by YCharts.</p><p>Today, its shareholders expect a rebound in revenue growth once the economy normalizes. But without a boost from heavy marketing spending, chances are high that any revenue rebound from Sea will be far more muted than the market expects. Southeast Asia is a fiercely competitive market, and there is no guarantee that the company can maintain its market share without heavy marketing.</p><h2>Should you buy the stock?</h2><p>Despite the significant boost in stock price to start the year, the company has many issues. First, its digital entertainment division (Garena) continues to lose users.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/85cf2f041e1960472504bac302b5c6eb\" tg-width=\"700\" tg-height=\"393\"/></p><p>Image source: Sea Limited.</p><p>Second, its e-commerce (Shopee) and fintech (SeaMoney) businesses are early-stage businesses without significant competitive advantages in a highly competitive market. As a result, Sea could still lose its top-dog status as Southeast Asia's e-commerce and digital payments market matures.</p><p>Although its price-to-sales ratio of 3.76 looks enticing, the company has too many unknowns.</p><p>Considering this stock's colossal stock run-up to begin the year and the risks the company faces, investors might be better off sitting on the sidelines.</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>After Sea Limited's Huge Stock-Price Run-Up, Is It Still A Buy?</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nAfter Sea Limited's Huge Stock-Price Run-Up, Is It Still A Buy?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-04-19 13:30 GMT+8 <a href=https://www.fool.com/investing/2023/04/18/after-sea-limited-stock-price-run-up-still-a-buy/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>The pandemic and its effects on the economy over the past three years have had a volatile effect on Sea Limited's three business segments: Garena is its internet gaming business; Shopee is its e-...</p>\n\n<a href=\"https://www.fool.com/investing/2023/04/18/after-sea-limited-stock-price-run-up-still-a-buy/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"SE":"Sea Ltd"},"source_url":"https://www.fool.com/investing/2023/04/18/after-sea-limited-stock-price-run-up-still-a-buy/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2328214992","content_text":"The pandemic and its effects on the economy over the past three years have had a volatile effect on Sea Limited's three business segments: Garena is its internet gaming business; Shopee is its e-commerce operation; and SeaMoney is its fintech application. It results in accelerated growth as well as sharp pullbacks. Moreover, general market sentiment toward all early-stage, high-growth, and unprofitable companies (the exact characteristics of Sea Limited) turned decidedly negative last year. As a result, the stock had a horrendous 2022.2023 has been a different story for the stock, and it started the year with a bang, rising 60.52% year to date. Why has sentiment on the stock shifted so rapidly? And should investors take it as a sign to get on the bandwagon and invest as well? Let's discuss this.Revenue growth decelerated rapidly in 2022Many growth investors fell in full-bloom love with this company back in 2018 when Sea Limited began putting up quarter after quarter of triple-digit, year-over-year revenue growth -- a trend that only ended in early 2022 when revenue growth apparently fell off a cliff. It was around then that market sentiment turned sour and the stock price dropped 77% during the year. SE Revenue (Quarterly YoY Growth) data by YCharts.Like many other unprofitable growth companies that spent money with abandon when times were good, Sea pivoted to becoming a more disciplined spender in hopes of achieving sustainable, profitable growth. Management had announced as far back as the fourth quarter of 2021 that it wanted to achieve profitability and positive free cash flow (FCF) across many of its markets and business segments by 2025.When any company rapidly goes from a growth-at-all-costs mindset to a profitable growth mindset, it generally results in a painful hangover. For example, according to The Information, by mid-November of 2022, the company had eliminated 7,000 workers (about 10% of its workforce) through layoffs. Even worse, at the end of 2022, Bloomberg reported that Sea had suspended wage increases for many employees and was paying lower yearly bonuses -- counterproductive choices for company morale and potential future growth.Things are looking up in 2023Before it reported its Q4 2022 earnings on March 7, many were less than optimistic that Sea's cost-cutting initiatives would produce profitability anytime soon. For instance, consensus analyst earnings estimates called for a generally accepted accounting principle (GAAP) EPS loss of $0.75.Investors were pleasantly surprised, however, when the company delivered its first positive GAAP EPS of $0.72, walloping consensus EPS estimates.SE EPS Diluted (Quarterly) data by YCharts.The company also shifted from negative total adjusted earnings before interest, taxes, depreciation, and amortization (EBITDA) in Q4 2021 to positive in Q4 2022. Some people prefer looking at EBITDA because the metric shows a company's core profitability by eliminating abnormal gains or losses.Image source: Sea Limited.The company also produced its first positive free-cash-flow quarter in almost a year.SE Free Cash Flow (Quarterly) data by YCharts.Investors are optimistic that Sea can produce sustainable, profitable growth and FCF once the global macro economy improves. In reaction to excellent Q4 2022 earnings, investors bid the stock price up almost 22%.Why some investors are increasingly cautiousSome people believe that Sea's e-commerce website Shopee gained market share and rose to the top of the Southeast Asia market primarily through heavy marketing, free shipping subsidies, and other incentives. If that is true, then there are two substantial potential problems. First, heavy marketing spending to grow market share is not a long-term competitive advantage, and eventually, competitors will eat away at profitability margins.Second, once a company that relies on heavy marketing spending to grow market share cuts that spending, it might begin rapidly losing market share, and revenue growth could slide -- a massive risk that Sea now faces.The chart below shows that the company significantly cut sales and marketing spending in 2022 to help achieve profitability. Additionally, revenue growth fell. Can Sea's revenue growth woes be at least partially blamed on its cost-cutting initiatives?SE Sales and Marketing Expense (Quarterly) data by YCharts.Today, its shareholders expect a rebound in revenue growth once the economy normalizes. But without a boost from heavy marketing spending, chances are high that any revenue rebound from Sea will be far more muted than the market expects. Southeast Asia is a fiercely competitive market, and there is no guarantee that the company can maintain its market share without heavy marketing.Should you buy the stock?Despite the significant boost in stock price to start the year, the company has many issues. First, its digital entertainment division (Garena) continues to lose users.Image source: Sea Limited.Second, its e-commerce (Shopee) and fintech (SeaMoney) businesses are early-stage businesses without significant competitive advantages in a highly competitive market. As a result, Sea could still lose its top-dog status as Southeast Asia's e-commerce and digital payments market matures.Although its price-to-sales ratio of 3.76 looks enticing, the company has too many unknowns.Considering this stock's colossal stock run-up to begin the year and the risks the company faces, investors might be better off sitting on the sidelines.","news_type":1},"isVote":1,"tweetType":1,"viewCount":346,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9944066207,"gmtCreate":1681631061009,"gmtModify":1681631064678,"author":{"id":"3557024931927052","authorId":"3557024931927052","name":"nctony","avatar":"https://static.tigerbbs.com/1449dfc5089ded0e8efe303fd4dd43b1","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3557024931927052","idStr":"3557024931927052"},"themes":[],"htmlText":"Should have [Miser] ","listText":"Should have [Miser] ","text":"Should have [Miser]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9944066207","repostId":"1183101909","repostType":4,"repost":{"id":"1183101909","kind":"news","pubTimestamp":1681614390,"share":"https://ttm.financial/m/news/1183101909?lang=&edition=fundamental","pubTime":"2023-04-16 11:06","market":"hk","language":"en","title":"Is NIO Stock a Buy? Here’s My Call","url":"https://stock-news.laohu8.com/highlight/detail?id=1183101909","media":"InvestorPlace","summary":"Nio (NYSE: NIO) stock has multiple, positive catalysts.The range of the automaker’s EVs are limited,","content":"<html><head></head><body><ul><li><p><strong>Nio </strong>(NYSE: <strong><u>NIO</u></strong>) stock has multiple, positive catalysts.</p></li><li><p>The range of the automaker’s EVs are limited, and its EVs are not especially innovative.</p></li><li><p>Other automakers’ stocks are much more attractive.</p></li></ul><p>Chinese electric vehicle maker <strong>Nio </strong>(NYSE: <strong>NIO</strong>) has multiple positive catalysts, including the expected rapid growth of the Chinese EV sector and its sedans, which are quickly becoming quite popular in the huge Asian country. Moreover, the valuation of NIO stock is very low, and two reviews of its P7 luxury sedan that I found online are quite positive. At the same time, its battery-swapping system is a very attractive feature.</p><p style=\"text-align: start;\">Still, Nio’s positive catalysts are not as strong as those of several of its competitors, the company’s autos reportedly lag when it comes to range, and its profit margins fell sharply last quarter. So although I believe that NIO stock may very well outperform the stock market going forward, I recommend buying the shares of its better-positioned competitors instead.</p><h2 style=\"text-align: start;\">The Quickly Expanding Chinese EV Sector and Nio’s Popular Sedans</h2><p style=\"text-align: start;\">According to <em>Statista</em>, the unit sales of all EVs and plug-in hybrid vehicles in China are expected to climb 19% this year. Most of the growth is expected to come from EVs. As a result, for this year, Nio’s deliveries, like those of all leading EV makers, are likely to increase meaningfully.</p><p style=\"text-align: start;\">Meanwhile, Nio’s electric sedans have quickly become rather popular since they were first launched about 12 months ago, as the automaker sold 7,175 of them last month, up from just 163 when they first launched about 12 months ago and 7,120 sedans in February. It seems likely that sedan sales will continue to increase as the country’s EV market expands.</p><h2 style=\"text-align: start;\">Two Good Reviews and a Cool Battery-Swapping Program</h2><p style=\"text-align: start;\">The two reviews of Nio’s sedans that I found were very positive and enthusiastic. For example, one reviewer, referring to the appearance of the P7’s exterior, wrote, “Stunner.” The reviewer, <em>CarNewsChina’s</em> Will Sundin, added that the interior of the EV has a “premium minimalistic look,” while the EV also has comprehensive technology, Level 2 ADAS, and great driving speed. Will had owned the EV for three months when he wrote the review.</p><p style=\"text-align: start;\">Upbeat on another one of Nio’s sedans, the Et7, was a writer called only “Sam,” whose review was published a year ago by <em>ArenaEV</em>. After test-driving the EV, Sam wrote that it is “a luxurious high-class sedan” which incorporates “the newest technology in autonomous driving.” Calling the EV’s exterior “impressive,” Sam referred to the interior as “spacious, refined, and modern” with “a futuristic feel.” Moreover, the EV’s technology is “very sophisticated,” while it drives “smoother… than other EVs,” the reviewer stated.</p><p style=\"text-align: start;\">On the battery-swapping front, Sundin, <em>CarNewsChina’s</em> reviewer, reported that the system “is very convenient,” as long as the batteries provided to drivers “are charged and ready to go.” (It sounds like Nio may once in a while provide batteries that aren’t completely charged and ready for action). Moreover, by choosing the swapping option, Sundin saved $10,000 on the EV’s initial price, although he has to pay $136 per month for the service.</p><h2 style=\"text-align: start;\">Range and Margin Issues</h2><p style=\"text-align: start;\">According to Sundin, the Pt7’s range is only 230 miles to 250 miles. Other EVs have a much longer range. For example, in Edmund’s tests, <strong>Tesla’s</strong> (NASDAQ: <strong><u>TSLA</u></strong>) Model Y has a range of 317 miles. And Sundin admits that “If you need long-range, then an NIO might not be the best choice.”</p><p style=\"text-align: start;\">Meanwhile, Nio’s “vehicle margin” sank to 6.8% in the fourth quarter of last year, down from 20.9% during the same period a year earlier and 16.4% in the previous quarter. Moreover, the company does not expect its margins to approach their previous levels until the end of this year.</p><h2 style=\"text-align: start;\">Other Automakers Are a Better Bet</h2><p style=\"text-align: start;\">Nio’s trailing price-sales ratio of two is attractive. But value investors looking for good EV plays are better off with <strong>General Motors</strong> (NYSE: <strong><u>GM</u></strong>) or <strong>Volkswagen </strong>(OTCMKTS: <strong><u>VWAGY</u></strong>), whose stocks are changing hands at bargain forward price-earnings ratios of 5.6 and five times, respectively.</p><p style=\"text-align: start;\">Those looking for a rapid grower in the Chinese EV space should go with <strong>Li Auto</strong> (NASDAQ: <strong><u>LI</u></strong>) or <strong>BYD </strong>(OTCMKTS: <strong><u>BYDDF</u></strong>), whose vehicle sales are really taking off. And investors who want an up-and-coming EV name should consider <strong>Xpeng </strong>(NASDAQ: <strong><u>XPEV</u></strong>), which has great autonomous-driving technology, <strong>Rivian </strong>(NASDAQ: <strong><u>RIVN</u></strong>), which has a huge deal with <strong>Amazon </strong>(NASDAQ: <strong><u>AMZN</u></strong>) and reportedly makes all-around great electric trucks, or <strong>Arrival</strong> (NASDAQ: <strong><u>ARVL</u></strong>)<strong>,</strong> which can reportedly make very affordable electric vans and just got a huge vote of confidence in the form of a merger with hedge fund <strong>Kensington Capital Acquisition</strong>.</p><p style=\"text-align: start;\">In other words, Nio seems like a good company with limited potential, and there are much better EV names out there than NIO stock.</p></body></html>","source":"investorplace","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Is NIO Stock a Buy? Here’s My Call</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nIs NIO Stock a Buy? Here’s My Call\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-04-16 11:06 GMT+8 <a href=https://investorplace.com/2023/04/is-nio-stock-a-buy-heres-my-call/><strong>InvestorPlace</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Nio (NYSE: NIO) stock has multiple, positive catalysts.The range of the automaker’s EVs are limited, and its EVs are not especially innovative.Other automakers’ stocks are much more attractive.Chinese...</p>\n\n<a href=\"https://investorplace.com/2023/04/is-nio-stock-a-buy-heres-my-call/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NIO":"蔚来","NIO.SI":"蔚来","09866":"蔚来-SW"},"source_url":"https://investorplace.com/2023/04/is-nio-stock-a-buy-heres-my-call/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1183101909","content_text":"Nio (NYSE: NIO) stock has multiple, positive catalysts.The range of the automaker’s EVs are limited, and its EVs are not especially innovative.Other automakers’ stocks are much more attractive.Chinese electric vehicle maker Nio (NYSE: NIO) has multiple positive catalysts, including the expected rapid growth of the Chinese EV sector and its sedans, which are quickly becoming quite popular in the huge Asian country. Moreover, the valuation of NIO stock is very low, and two reviews of its P7 luxury sedan that I found online are quite positive. At the same time, its battery-swapping system is a very attractive feature.Still, Nio’s positive catalysts are not as strong as those of several of its competitors, the company’s autos reportedly lag when it comes to range, and its profit margins fell sharply last quarter. So although I believe that NIO stock may very well outperform the stock market going forward, I recommend buying the shares of its better-positioned competitors instead.The Quickly Expanding Chinese EV Sector and Nio’s Popular SedansAccording to Statista, the unit sales of all EVs and plug-in hybrid vehicles in China are expected to climb 19% this year. Most of the growth is expected to come from EVs. As a result, for this year, Nio’s deliveries, like those of all leading EV makers, are likely to increase meaningfully.Meanwhile, Nio’s electric sedans have quickly become rather popular since they were first launched about 12 months ago, as the automaker sold 7,175 of them last month, up from just 163 when they first launched about 12 months ago and 7,120 sedans in February. It seems likely that sedan sales will continue to increase as the country’s EV market expands.Two Good Reviews and a Cool Battery-Swapping ProgramThe two reviews of Nio’s sedans that I found were very positive and enthusiastic. For example, one reviewer, referring to the appearance of the P7’s exterior, wrote, “Stunner.” The reviewer, CarNewsChina’s Will Sundin, added that the interior of the EV has a “premium minimalistic look,” while the EV also has comprehensive technology, Level 2 ADAS, and great driving speed. Will had owned the EV for three months when he wrote the review.Upbeat on another one of Nio’s sedans, the Et7, was a writer called only “Sam,” whose review was published a year ago by ArenaEV. After test-driving the EV, Sam wrote that it is “a luxurious high-class sedan” which incorporates “the newest technology in autonomous driving.” Calling the EV’s exterior “impressive,” Sam referred to the interior as “spacious, refined, and modern” with “a futuristic feel.” Moreover, the EV’s technology is “very sophisticated,” while it drives “smoother… than other EVs,” the reviewer stated.On the battery-swapping front, Sundin, CarNewsChina’s reviewer, reported that the system “is very convenient,” as long as the batteries provided to drivers “are charged and ready to go.” (It sounds like Nio may once in a while provide batteries that aren’t completely charged and ready for action). Moreover, by choosing the swapping option, Sundin saved $10,000 on the EV’s initial price, although he has to pay $136 per month for the service.Range and Margin IssuesAccording to Sundin, the Pt7’s range is only 230 miles to 250 miles. Other EVs have a much longer range. For example, in Edmund’s tests, Tesla’s (NASDAQ: TSLA) Model Y has a range of 317 miles. And Sundin admits that “If you need long-range, then an NIO might not be the best choice.”Meanwhile, Nio’s “vehicle margin” sank to 6.8% in the fourth quarter of last year, down from 20.9% during the same period a year earlier and 16.4% in the previous quarter. Moreover, the company does not expect its margins to approach their previous levels until the end of this year.Other Automakers Are a Better BetNio’s trailing price-sales ratio of two is attractive. But value investors looking for good EV plays are better off with General Motors (NYSE: GM) or Volkswagen (OTCMKTS: VWAGY), whose stocks are changing hands at bargain forward price-earnings ratios of 5.6 and five times, respectively.Those looking for a rapid grower in the Chinese EV space should go with Li Auto (NASDAQ: LI) or BYD (OTCMKTS: BYDDF), whose vehicle sales are really taking off. And investors who want an up-and-coming EV name should consider Xpeng (NASDAQ: XPEV), which has great autonomous-driving technology, Rivian (NASDAQ: RIVN), which has a huge deal with Amazon (NASDAQ: AMZN) and reportedly makes all-around great electric trucks, or Arrival (NASDAQ: ARVL), which can reportedly make very affordable electric vans and just got a huge vote of confidence in the form of a merger with hedge fund Kensington Capital Acquisition.In other words, Nio seems like a good company with limited potential, and there are much better EV names out there than NIO stock.","news_type":1},"isVote":1,"tweetType":1,"viewCount":275,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9944066661,"gmtCreate":1681631041054,"gmtModify":1681631045132,"author":{"id":"3557024931927052","authorId":"3557024931927052","name":"nctony","avatar":"https://static.tigerbbs.com/1449dfc5089ded0e8efe303fd4dd43b1","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3557024931927052","idStr":"3557024931927052"},"themes":[],"htmlText":"Power[Miser] ","listText":"Power[Miser] ","text":"Power[Miser]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":17,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9944066661","repostId":"1117733981","repostType":4,"repost":{"id":"1117733981","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":1681629943,"share":"https://ttm.financial/m/news/1117733981?lang=&edition=fundamental","pubTime":"2023-04-16 15:25","market":"us","language":"en","title":"ASML Q1 Earnings Preview: Focus on the Effect of Dutch Export Control and Sculpta Threat","url":"https://stock-news.laohu8.com/highlight/detail?id=1117733981","media":"Tiger Newspress","summary":"ASML expects Q1 net sales to be between 6.1 billion euros and 6.5 billion euros with a gross margin ","content":"<html><head></head><body><blockquote>ASML expects Q1 net sales to be between 6.1 billion euros and 6.5 billion euros with a gross margin between 49% and 50%. Wall Street thinks the effect of export control is uncertain while the Sculpta threat is limited.</blockquote><p>ASML is scheduled to announce Q1 earnings results before the market opens on Wednesday, April 19th.</p><p><strong>Latest Results</strong></p><p>Its Q4 net income rose to 1.82 billion euros or 4.60 euros per share from 1.77 billion euros or 4.38 euros per share in the same quarter last year.</p><p>Total net sales in Q4 grew to 6.43 billion euros from 4.99 billion euros in the previous year.</p><p><strong>Q1 Guidance</strong></p><p>The company expects Q1 net sales to be between 6.1 billion euros and 6.5 billion euros with a gross margin between 49% and 50%.</p><p>For 2023, ASML expects continued strong growth with a net sales increase of more than 25% and a slight improvement in gross margin, relative to 2022.</p><p><strong>Applied Materials' Sculpta Threat to ASML Dominance is Uncertain</strong></p><p>Applied Materials, Inc. announced Centura Sculpta in Q1. According to the company, this tool will help semiconductor manufacturers reduce the need for double patterning EUV, which meant that the ASML Holding N.V. moat is not as strong as initially thought because this tool would challenge its EUV dominance.</p><p>Centura Sculpta is still unproven in HVM (high-volume manufacturing). Only time will tell if the benefits it will provide customers are worth it, especially after the introduction of high-NA reduces the need for EUV double patterning and as EUV gets more productive through the decade. </p><p><strong>Keep an Eye on Dutch Export Controls</strong></p><p>The Dutch government announced plans to implement new controls on the export of semiconductor technology, according to a letter from Dutch Trade Minister Liesje Schreinemacher to parliament. The restrictions will be introduced before the summer.</p><p>According to ASML's statement on March 8, 2023, it will need to apply for export licenses to ship the most advanced immersion DUV systems. However, it will take time for these controls to be translated into legislation and take effect.</p><p><strong>Analyst Opinions</strong></p><p>Morgan Stanley maintained the overweight rating and offered its price target of $824, 2023 will be a recovery year for semiconductors, as macro headwinds subside and demand for consumer devices remain sticky.</p><p>Barclay remained an Equal-Weight rating and offered a price target of $640. The bank estimates that the likely impact of Dutch export controls is low single-digit revenue risk but the information is currently limited.</p><p>Cowen & Co analyst Krish Sankar thinks that Applied Materials' Sculpta could add $200 million to $300 million in annual sales for Applied Materials, but won’t dent ASML’s extreme ultraviolet revenue in the near term.</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>ASML Q1 Earnings Preview: Focus on the Effect of Dutch Export Control and Sculpta Threat</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\">\nASML Q1 Earnings Preview: Focus on the Effect of Dutch Export Control and Sculpta Threat\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\">2023-04-16 15:25</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><blockquote>ASML expects Q1 net sales to be between 6.1 billion euros and 6.5 billion euros with a gross margin between 49% and 50%. Wall Street thinks the effect of export control is uncertain while the Sculpta threat is limited.</blockquote><p>ASML is scheduled to announce Q1 earnings results before the market opens on Wednesday, April 19th.</p><p><strong>Latest Results</strong></p><p>Its Q4 net income rose to 1.82 billion euros or 4.60 euros per share from 1.77 billion euros or 4.38 euros per share in the same quarter last year.</p><p>Total net sales in Q4 grew to 6.43 billion euros from 4.99 billion euros in the previous year.</p><p><strong>Q1 Guidance</strong></p><p>The company expects Q1 net sales to be between 6.1 billion euros and 6.5 billion euros with a gross margin between 49% and 50%.</p><p>For 2023, ASML expects continued strong growth with a net sales increase of more than 25% and a slight improvement in gross margin, relative to 2022.</p><p><strong>Applied Materials' Sculpta Threat to ASML Dominance is Uncertain</strong></p><p>Applied Materials, Inc. announced Centura Sculpta in Q1. According to the company, this tool will help semiconductor manufacturers reduce the need for double patterning EUV, which meant that the ASML Holding N.V. moat is not as strong as initially thought because this tool would challenge its EUV dominance.</p><p>Centura Sculpta is still unproven in HVM (high-volume manufacturing). Only time will tell if the benefits it will provide customers are worth it, especially after the introduction of high-NA reduces the need for EUV double patterning and as EUV gets more productive through the decade. </p><p><strong>Keep an Eye on Dutch Export Controls</strong></p><p>The Dutch government announced plans to implement new controls on the export of semiconductor technology, according to a letter from Dutch Trade Minister Liesje Schreinemacher to parliament. The restrictions will be introduced before the summer.</p><p>According to ASML's statement on March 8, 2023, it will need to apply for export licenses to ship the most advanced immersion DUV systems. However, it will take time for these controls to be translated into legislation and take effect.</p><p><strong>Analyst Opinions</strong></p><p>Morgan Stanley maintained the overweight rating and offered its price target of $824, 2023 will be a recovery year for semiconductors, as macro headwinds subside and demand for consumer devices remain sticky.</p><p>Barclay remained an Equal-Weight rating and offered a price target of $640. The bank estimates that the likely impact of Dutch export controls is low single-digit revenue risk but the information is currently limited.</p><p>Cowen & Co analyst Krish Sankar thinks that Applied Materials' Sculpta could add $200 million to $300 million in annual sales for Applied Materials, but won’t dent ASML’s extreme ultraviolet revenue in the near term.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"ASML":"阿斯麦"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1117733981","content_text":"ASML expects Q1 net sales to be between 6.1 billion euros and 6.5 billion euros with a gross margin between 49% and 50%. Wall Street thinks the effect of export control is uncertain while the Sculpta threat is limited.ASML is scheduled to announce Q1 earnings results before the market opens on Wednesday, April 19th.Latest ResultsIts Q4 net income rose to 1.82 billion euros or 4.60 euros per share from 1.77 billion euros or 4.38 euros per share in the same quarter last year.Total net sales in Q4 grew to 6.43 billion euros from 4.99 billion euros in the previous year.Q1 GuidanceThe company expects Q1 net sales to be between 6.1 billion euros and 6.5 billion euros with a gross margin between 49% and 50%.For 2023, ASML expects continued strong growth with a net sales increase of more than 25% and a slight improvement in gross margin, relative to 2022.Applied Materials' Sculpta Threat to ASML Dominance is UncertainApplied Materials, Inc. announced Centura Sculpta in Q1. According to the company, this tool will help semiconductor manufacturers reduce the need for double patterning EUV, which meant that the ASML Holding N.V. moat is not as strong as initially thought because this tool would challenge its EUV dominance.Centura Sculpta is still unproven in HVM (high-volume manufacturing). Only time will tell if the benefits it will provide customers are worth it, especially after the introduction of high-NA reduces the need for EUV double patterning and as EUV gets more productive through the decade. Keep an Eye on Dutch Export ControlsThe Dutch government announced plans to implement new controls on the export of semiconductor technology, according to a letter from Dutch Trade Minister Liesje Schreinemacher to parliament. The restrictions will be introduced before the summer.According to ASML's statement on March 8, 2023, it will need to apply for export licenses to ship the most advanced immersion DUV systems. However, it will take time for these controls to be translated into legislation and take effect.Analyst OpinionsMorgan Stanley maintained the overweight rating and offered its price target of $824, 2023 will be a recovery year for semiconductors, as macro headwinds subside and demand for consumer devices remain sticky.Barclay remained an Equal-Weight rating and offered a price target of $640. The bank estimates that the likely impact of Dutch export controls is low single-digit revenue risk but the information is currently limited.Cowen & Co analyst Krish Sankar thinks that Applied Materials' Sculpta could add $200 million to $300 million in annual sales for Applied Materials, but won’t dent ASML’s extreme ultraviolet revenue in the near term.","news_type":1},"isVote":1,"tweetType":1,"viewCount":428,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9942451725,"gmtCreate":1681287264368,"gmtModify":1681287275487,"author":{"id":"3557024931927052","authorId":"3557024931927052","name":"nctony","avatar":"https://static.tigerbbs.com/1449dfc5089ded0e8efe303fd4dd43b1","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3557024931927052","idStr":"3557024931927052"},"themes":[],"htmlText":"Tme for Chinese Company [Miser] [Miser] Put money [Miser] Take money [Miser] ","listText":"Tme for Chinese Company [Miser] [Miser] Put money [Miser] Take money [Miser] ","text":"Tme for Chinese Company [Miser] [Miser] Put money [Miser] Take money [Miser]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9942451725","repostId":"1161530880","repostType":2,"repost":{"id":"1161530880","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":1681286733,"share":"https://ttm.financial/m/news/1161530880?lang=&edition=fundamental","pubTime":"2023-04-12 16:05","market":"us","language":"en","title":"Hot Chinese ADRs Dropped in Premarket Trading","url":"https://stock-news.laohu8.com/highlight/detail?id=1161530880","media":"Tiger Newspress","summary":"Hot Chinese ADRs dropped in premarket trading. Alibaba fell 1.9%; JD.com fell 2.7%; NIO fell 1.1%; B","content":"<html><head></head><body><p>Hot Chinese ADRs dropped in premarket trading. <a href=\"https://laohu8.com/S/BABA\">Alibaba</a> fell 1.9%; <a href=\"https://laohu8.com/S/JD\">JD.com</a> fell 2.7%; NIO fell 1.1%; Bilibili fell 2%.</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/7ae3ce6a061e661bd41e7483154d112a\" title=\"\" tg-width=\"405\" tg-height=\"733\"/></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>Hot Chinese ADRs Dropped 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\">\nHot Chinese ADRs Dropped 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\">2023-04-12 16:05</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Hot Chinese ADRs dropped in premarket trading. <a href=\"https://laohu8.com/S/BABA\">Alibaba</a> fell 1.9%; <a href=\"https://laohu8.com/S/JD\">JD.com</a> fell 2.7%; NIO fell 1.1%; Bilibili fell 2%.</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/7ae3ce6a061e661bd41e7483154d112a\" title=\"\" tg-width=\"405\" tg-height=\"733\"/></p><p></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"JD":"京东","09618":"京东集团-SW","LU0084288322.USD":"Natixis Asia Equity RD USD","IE00BGV7N243.SGD":"FSSA Global Emerging Markets Focus I Acc SGD","LU0287142896.SGD":"Fidelity China Focus A-SGD","NIO":"蔚来","09988":"阿里巴巴-W","BEKE":"贝壳","LU0251144936.SGD":"Fidelity Sustainable Asia Equity A-SGD","LU0043850808.USD":"HSBC GIF ASIA EX JAPAN EQUITY \"AD\" INC","BK4526":"热门中概股","BILI":"哔哩哔哩","LU0214875030.USD":"HSBC GIF BRIC EQUITY \"M2C\" (USD) ACC","LU0320764755.SGD":"FTIF - Templeton Asian Growth A Acc SGD","IE00B0JY6N72.USD":"PINEBRIDGE GLOBAL EMERGING MARKETS FOCUS EQUITY \"A\" (USD) ACC","LU0228659784.USD":"施罗德金砖四国基金","BK4509":"腾讯概念","BK1588":"回港中概股","LI":"理想汽车","XPEV":"小鹏汽车","BK4524":"宅经济概念","LU0048597586.USD":"富达亚洲焦点A","BK4527":"明星科技股","BABA":"阿里巴巴","BK4588":"碎股"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1161530880","content_text":"Hot Chinese ADRs dropped in premarket trading. Alibaba fell 1.9%; JD.com fell 2.7%; NIO fell 1.1%; Bilibili fell 2%.","news_type":1},"isVote":1,"tweetType":1,"viewCount":493,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9941113829,"gmtCreate":1680043753661,"gmtModify":1680043757848,"author":{"id":"3557024931927052","authorId":"3557024931927052","name":"nctony","avatar":"https://static.tigerbbs.com/1449dfc5089ded0e8efe303fd4dd43b1","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3557024931927052","idStr":"3557024931927052"},"themes":[],"htmlText":"Finally [Miser] [Miser] [Miser] ","listText":"Finally [Miser] [Miser] [Miser] ","text":"Finally [Miser] [Miser] [Miser]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9941113829","repostId":"1153808637","repostType":2,"repost":{"id":"1153808637","kind":"news","pubTimestamp":1680015386,"share":"https://ttm.financial/m/news/1153808637?lang=&edition=fundamental","pubTime":"2023-03-28 22:56","market":"hk","language":"en","title":"NIO: Likely Found A New Bottom - FY2023 Projections Still More Than Decent","url":"https://stock-news.laohu8.com/highlight/detail?id=1153808637","media":"Seekingalpha","summary":"SummaryNIO has chosen to stick with its premium branding, opting to refrain from the ongoing price w","content":"<html><head></head><body><h3>Summary</h3><ul><li>NIO has chosen to stick with its premium branding, opting to refrain from the ongoing price wars and staying with its pricing approach.</li><li>However, it is uncertain how successful this strategy may be in attracting consumer demand and sales growth due to the end of EV subsidies and cut-throat competition.</li><li>Combined with NIO's compressed margins over the next two quarters, the stock may retrace to the March bottom in the intermediate term.</li><li>However, given the CEO's confidence in achieving FY2023 sales/margin targets, we reckon interested investors may still add the stock at the recent bottom of $8.</li></ul><p>We previously covered NIO Inc. (NYSE:NIO) here, focusing on its rapid expansion in China and the EU through houses/spaces (akin to clubhouses/showrooms), on top of the expansion in its EV model line-ups. This strategy had naturally impacted its gross margins and increased its operating expenses, triggering headwinds to its profitability. However, with the normalization of supply chains and management's ambitious guidance, we believe we might see the company deliver improved numbers in 2023.</p><p>In this article, we shall discuss NIO's performance in the recent FQ4'22 earnings call on March 01, 2023. Its deliveries seemed to have decelerated YTD, likely attributed to the intensifying price war in China. The company also reported lower vehicle gross margins, potentially worsening its cash burn and impacting its balance sheet moving forward. Nonetheless, given the CEO's confidence in achieving FY2023 sales target of 250K EVs, we reckon interested investors may still add the stock at opportunistic levels.</p><h3>The EV Competition Is Only Intensifying</h3><p>NIO had decided not to engage in price wars, as highlighted in its recent FQ4'22 earnings call. However, the company continued to face headwinds in China, attributed to the drastic price cuts initiated by Tesla (TSLA) and followed by XPeng (XPEV) and BYD (OTCPK:BYDDF) thus far.</p><p>While some analysts might have posited that the effects of TSLA's price cuts had waned in China, the fact of the matter was the company still delivered 33.92K of domestic retail sales in February 2023, expanding by +26.3% from January levels of 26.84K units (-35.9% MoM).</p><p>Unfortunately, the same could not be said about NIO's deliveries in the first two months of the year. The company delivered 12.15K (+42.9% MoM) of vehicles in February 2023 and 8.5K (-46.2% MoM) in January. The sum amounted to a slower YTD increase of +30.9% YoY, compared to TSLA's +42.8% YoY and BYD's +80.8% YoY at 161.96K YTD.</p><p>Part of the decline might also be attributed to the end of the Chinese government's subsidy and the intensifying competition from various domestic automakers, where there had been nearly 250 models of BEVs by November 2022.</p><p>Demand appeared to be weak in the EU as well, with NIO expecting to only deliver 10K units in FY2023, suggesting underwhelming investment returns in the region. This was attributed to the continuous capital expenditure, such as NIO houses and swap stations in multiple European cities.</p><p>Therefore, the company likely faces more cash burn ahead, due to its compressed margins. The company reported unsatisfactory vehicle margins of 6.8% in FQ4'22, compared to 16.4% in FQ3'22 and 20.9% in FQ4'21. Even after adjusting for the inventory provisions and losses on purchase commitments, the number was still at 13.5% for the latest quarter, suggesting a headwind of -2.9 points QoQ and -7.4 points YoY.</p><p>In the meantime, NIO's transition to its NT 2.0 platform (next-generational models with improved autonomous driving systems, expanded mileage, and premium pricing strategy) also contributed to the temporarily declining margins.</p><p>In addition, the company recorded a sustained increase in operating expenses by +35.4% QoQ/63.4% YoY to $1.06B in FQ4'22, or expanding by +69.1% YoY to $3.01B for the fiscal year. Given that it only reported a top-line expansion of +25.6% YoY, the cash burn was felt indeed, significantly worsened by the projected deceleration in domestic demand at +30% YoY in 2023, against the +114% reported in 2022.</p><p>Nonetheless, there may be some tailwinds for recovery in NIO's vehicle margins to 20% by FQ4'23 and 25% in the long term, as highlighted by the management. This is attributed to the higher-margin NT 2.0 models (ES8, ES6, EC6) set for deliveries from FQ2'23 onwards. It also expects lithium prices to decline by -66.5% to RMB 200K by the end of the year, due to the increasing supply globally.</p><p>The CEO still confidently guided for FY2023 total deliveries of up to 250K vehicles recently as well, potentially growing by +104.2% YoY. With the company electing to keep its prices stable and branding premium (with no plans to release lower-priced models), we reckon these may translate to improved margins moving forward, as highlighted by William Li, CEO of NIO, in the recent earnings call:</p><p>For the NIO brand, we do not have any plan to cut the features and functions of product. And I think that, this is consistent of branding and the pricing strategy because of low pricing is not a part of the strategy or the DNA of the new brand. (Seeking Alpha)</p><p>Meanwhile, we understand the market pessimism since its premium branding may work against the waning consumer demand, as the market leaders continue to offer discounts and introduce lower-priced models.</p><p>The same has been observed with Lucid Group (LCID), preferring to compete with long-established legacy players, such as Mercedes Benz (OTCPK:MBGAF, OTCPK:MBGYY) and BMW (OTCPK:BAMXF). While the wealthy may have expanded discretionary spending, delivery numbers have been limited indeed, with the S-Class comprising only 4.4%/15.92K of MBGAF's 2.05M global deliveries in 2022.</p><p>As a result, it seems NIO's decision only targets an overly niche segment, potentially alienating the average consumer, especially worsened by the gap between its prices and competitors. On top of that, XPEV's CEO highlighted that the price war may continue in the near term.</p><p>BYD has also strategically introduced lower-priced vehicles at an average of RMB 150K in 2022, compared to TSLA at RMB 330K and NIO at RMB 400K. Only time may tell how long NIO decides to stick with this premium approach, since BYD's strategic choice has proved to be a boon to domestic sales growth and consumer demand.</p><p><img src=\"https://static.tigerbbs.com/9e3c28835b5f430511e4b9a699379c59\" tg-width=\"684\" tg-height=\"500\" width=\"100%\" height=\"auto\"/>We believe it is due to the above mentioned factors that the previous November and December 2022 bottom around the $9s have been breached as of early March 2023. With the NIO stock unable to break through the $9 resistance level last week, we reckon there may be more volatility in the short term.</p><p>Therefore, while the stock trades very attractively below its 50-day moving averages, anyone looking to dollar cost average here must proceed with caution.</p><p>NIO is still not expected to record break-even cash flow in the near term, with market analysts projecting positive Free Cash Flow generation only by FY2025 and GAAP profitability by FY2026. While the company still boasts $5.66B in cash/short-term investments by the latest quarter, the cash burn has been obvious, due to the notable declines in its balance sheet by -10% QoQ and -31.3% YoY.</p><p>While we are cautiously optimistic that the company may achieve its FY2023 deliveries and profit margins, we reckon the stock may potentially retrace to the March 2023 bottom of roughly $8 in the short term, due to the uncertain macroeconomic outlook. Investors looking to add NIO may consider adding there, for an improved margin of safety.</p><p>Editor's Note: This article discusses one or more securities that do not trade on a major U.S. exchange. Please be aware of the risks associated with these stocks.</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: Likely Found A New Bottom - FY2023 Projections Still More Than Decent</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: Likely Found A New Bottom - FY2023 Projections Still More Than Decent\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-03-28 22:56 GMT+8 <a href=https://seekingalpha.com/article/4590601-nio-likely-found-a-new-bottom-fy2023-projections-decent><strong>Seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryNIO has chosen to stick with its premium branding, opting to refrain from the ongoing price wars and staying with its pricing approach.However, it is uncertain how successful this strategy may ...</p>\n\n<a href=\"https://seekingalpha.com/article/4590601-nio-likely-found-a-new-bottom-fy2023-projections-decent\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NIO.SI":"蔚来","NIO":"蔚来","09866":"蔚来-SW"},"source_url":"https://seekingalpha.com/article/4590601-nio-likely-found-a-new-bottom-fy2023-projections-decent","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"1153808637","content_text":"SummaryNIO has chosen to stick with its premium branding, opting to refrain from the ongoing price wars and staying with its pricing approach.However, it is uncertain how successful this strategy may be in attracting consumer demand and sales growth due to the end of EV subsidies and cut-throat competition.Combined with NIO's compressed margins over the next two quarters, the stock may retrace to the March bottom in the intermediate term.However, given the CEO's confidence in achieving FY2023 sales/margin targets, we reckon interested investors may still add the stock at the recent bottom of $8.We previously covered NIO Inc. (NYSE:NIO) here, focusing on its rapid expansion in China and the EU through houses/spaces (akin to clubhouses/showrooms), on top of the expansion in its EV model line-ups. This strategy had naturally impacted its gross margins and increased its operating expenses, triggering headwinds to its profitability. However, with the normalization of supply chains and management's ambitious guidance, we believe we might see the company deliver improved numbers in 2023.In this article, we shall discuss NIO's performance in the recent FQ4'22 earnings call on March 01, 2023. Its deliveries seemed to have decelerated YTD, likely attributed to the intensifying price war in China. The company also reported lower vehicle gross margins, potentially worsening its cash burn and impacting its balance sheet moving forward. Nonetheless, given the CEO's confidence in achieving FY2023 sales target of 250K EVs, we reckon interested investors may still add the stock at opportunistic levels.The EV Competition Is Only IntensifyingNIO had decided not to engage in price wars, as highlighted in its recent FQ4'22 earnings call. However, the company continued to face headwinds in China, attributed to the drastic price cuts initiated by Tesla (TSLA) and followed by XPeng (XPEV) and BYD (OTCPK:BYDDF) thus far.While some analysts might have posited that the effects of TSLA's price cuts had waned in China, the fact of the matter was the company still delivered 33.92K of domestic retail sales in February 2023, expanding by +26.3% from January levels of 26.84K units (-35.9% MoM).Unfortunately, the same could not be said about NIO's deliveries in the first two months of the year. The company delivered 12.15K (+42.9% MoM) of vehicles in February 2023 and 8.5K (-46.2% MoM) in January. The sum amounted to a slower YTD increase of +30.9% YoY, compared to TSLA's +42.8% YoY and BYD's +80.8% YoY at 161.96K YTD.Part of the decline might also be attributed to the end of the Chinese government's subsidy and the intensifying competition from various domestic automakers, where there had been nearly 250 models of BEVs by November 2022.Demand appeared to be weak in the EU as well, with NIO expecting to only deliver 10K units in FY2023, suggesting underwhelming investment returns in the region. This was attributed to the continuous capital expenditure, such as NIO houses and swap stations in multiple European cities.Therefore, the company likely faces more cash burn ahead, due to its compressed margins. The company reported unsatisfactory vehicle margins of 6.8% in FQ4'22, compared to 16.4% in FQ3'22 and 20.9% in FQ4'21. Even after adjusting for the inventory provisions and losses on purchase commitments, the number was still at 13.5% for the latest quarter, suggesting a headwind of -2.9 points QoQ and -7.4 points YoY.In the meantime, NIO's transition to its NT 2.0 platform (next-generational models with improved autonomous driving systems, expanded mileage, and premium pricing strategy) also contributed to the temporarily declining margins.In addition, the company recorded a sustained increase in operating expenses by +35.4% QoQ/63.4% YoY to $1.06B in FQ4'22, or expanding by +69.1% YoY to $3.01B for the fiscal year. Given that it only reported a top-line expansion of +25.6% YoY, the cash burn was felt indeed, significantly worsened by the projected deceleration in domestic demand at +30% YoY in 2023, against the +114% reported in 2022.Nonetheless, there may be some tailwinds for recovery in NIO's vehicle margins to 20% by FQ4'23 and 25% in the long term, as highlighted by the management. This is attributed to the higher-margin NT 2.0 models (ES8, ES6, EC6) set for deliveries from FQ2'23 onwards. It also expects lithium prices to decline by -66.5% to RMB 200K by the end of the year, due to the increasing supply globally.The CEO still confidently guided for FY2023 total deliveries of up to 250K vehicles recently as well, potentially growing by +104.2% YoY. With the company electing to keep its prices stable and branding premium (with no plans to release lower-priced models), we reckon these may translate to improved margins moving forward, as highlighted by William Li, CEO of NIO, in the recent earnings call:For the NIO brand, we do not have any plan to cut the features and functions of product. And I think that, this is consistent of branding and the pricing strategy because of low pricing is not a part of the strategy or the DNA of the new brand. (Seeking Alpha)Meanwhile, we understand the market pessimism since its premium branding may work against the waning consumer demand, as the market leaders continue to offer discounts and introduce lower-priced models.The same has been observed with Lucid Group (LCID), preferring to compete with long-established legacy players, such as Mercedes Benz (OTCPK:MBGAF, OTCPK:MBGYY) and BMW (OTCPK:BAMXF). While the wealthy may have expanded discretionary spending, delivery numbers have been limited indeed, with the S-Class comprising only 4.4%/15.92K of MBGAF's 2.05M global deliveries in 2022.As a result, it seems NIO's decision only targets an overly niche segment, potentially alienating the average consumer, especially worsened by the gap between its prices and competitors. On top of that, XPEV's CEO highlighted that the price war may continue in the near term.BYD has also strategically introduced lower-priced vehicles at an average of RMB 150K in 2022, compared to TSLA at RMB 330K and NIO at RMB 400K. Only time may tell how long NIO decides to stick with this premium approach, since BYD's strategic choice has proved to be a boon to domestic sales growth and consumer demand.We believe it is due to the above mentioned factors that the previous November and December 2022 bottom around the $9s have been breached as of early March 2023. With the NIO stock unable to break through the $9 resistance level last week, we reckon there may be more volatility in the short term.Therefore, while the stock trades very attractively below its 50-day moving averages, anyone looking to dollar cost average here must proceed with caution.NIO is still not expected to record break-even cash flow in the near term, with market analysts projecting positive Free Cash Flow generation only by FY2025 and GAAP profitability by FY2026. While the company still boasts $5.66B in cash/short-term investments by the latest quarter, the cash burn has been obvious, due to the notable declines in its balance sheet by -10% QoQ and -31.3% YoY.While we are cautiously optimistic that the company may achieve its FY2023 deliveries and profit margins, we reckon the stock may potentially retrace to the March 2023 bottom of roughly $8 in the short term, due to the uncertain macroeconomic outlook. Investors looking to add NIO may consider adding there, for an improved margin of safety.Editor's Note: This article discusses one or more securities that do not trade on a major U.S. exchange. Please be aware of the risks associated with these stocks.","news_type":1},"isVote":1,"tweetType":1,"viewCount":320,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9941364905,"gmtCreate":1679990490608,"gmtModify":1679990494197,"author":{"id":"3557024931927052","authorId":"3557024931927052","name":"nctony","avatar":"https://static.tigerbbs.com/1449dfc5089ded0e8efe303fd4dd43b1","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3557024931927052","idStr":"3557024931927052"},"themes":[],"htmlText":"Waiting for this [Miser] [Miser] ","listText":"Waiting for this [Miser] [Miser] ","text":"Waiting for this [Miser] [Miser]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9941364905","repostId":"2322330412","repostType":2,"repost":{"id":"2322330412","kind":"highlight","pubTimestamp":1679986705,"share":"https://ttm.financial/m/news/2322330412?lang=&edition=fundamental","pubTime":"2023-03-28 14:58","market":"us","language":"en","title":"NIO's 3rd-Gen Swap Station Makes Real-Life Debut As Mass Production Nears","url":"https://stock-news.laohu8.com/highlight/detail?id=2322330412","media":"CnEVPost","summary":"Starting in June, NIO will basically keep building 120-150 battery swap stations per month, William Li previously said.\n...","content":"<html><head></head><body><blockquote>Starting in June, NIO will basically keep building 120-150 battery swap stations per month, William Li previously said. | NIO US | NIO HK | NIO SG</blockquote><p><img src=\"https://static.tigerbbs.com/e6da00d72f7751528b0bf2741daf6f7d\" tg-width=\"1068\" tg-height=\"622\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p><a href=\"https://laohu8.com/S/NIO\">NIO</a> today gave its third-generation battery swap station its real-life debut in a test run, though it didn't go live as previously teased.</p><p>The next-generation station made its debut today next to a hotel in Haikou, in China's southernmost province of Hainan.</p><p>Executives including William Li, founder, chairman and CEO of NIO, and Shen Fei, senior vice president of NIO Power, were present for the introduction of the trial run.</p><p>NIO's third-generation battery swap station, unveiled at the NIO Day 2022 event on December 24, 2022, is capable of storing up to 21 battery packs, up from 13 for its predecessor generation and 5 for the first generation of the facility.</p><p>The latest facility increases the daily service capacity of a single station to 408, a 30 percent increase over the second generation.</p><p>Notably, some of NIO's third-generation battery swap stations will be equipped with two LiDARs and two Nvidia Orin chips, for a total computing power of 508 TOPS.</p><p>NIO announced plans to add 400 battery swap stations in 2023 late last year, but that plan was raised to 1,000 a month ago.</p><p>Li said on February 21 that the company will further accelerate the deployment of battery swap stations, aiming to have a cumulative total of more than 2,300 battery swap stations by the end of 2023.</p><p>Production of NIO's third-generation battery swap stations was well underway, with mass production expected to begin in April and deployment accelerating in May, Li said at the time.</p><p>Starting in June, NIO will basically maintain a construction rate of 120-150 battery swap stations per month, he said.</p><p>On March 20, NIO said in an article posted on the NIO App that the first 10 third-generation battery swap stations would go live on March 28.</p><p>However, this has not become a reality, and NIO's current plans appear to be consistent with the previous schedule.</p><p>NIO has already built some third-generation battery swap stations in cities including Beijing and Shanghai, although they have not yet been officially put into operation.</p><p>On March 23, CnEVPost visited NIO's delivery center in Jiading, Shanghai, where there is a third-generation battery swap station with the same exterior design as the previous two generations. The delivery center, NIO's largest in the world, opened on January 1.</p><p><img src=\"https://static.tigerbbs.com/640665e120eb8a656e1ef9f6a5f39d83\" tg-width=\"1268\" tg-height=\"693\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>(A third-generation battery swap station at NIO's delivery center in Nanxiang, Jiading, Shanghai. Image credit: CnEVPost)</p><p>Of the 1,000 battery swap stations NIO plans to add in 2023, about 900 will be third-generation facilities, NIO Power's Shen said at a media event last week.</p><p>The cost of equipment for NIO's three generations of battery swap stations is not very different, but the average cost per battery compartment has dropped significantly as service capacity has increased, Shen said at the time.</p><p>To date, the number of spare batteries in all of NIO's battery swap stations is roughly 11,000 to 12,000, Shen said in response to a question from CnEVPost.</p><p>NIO has added only 20 battery swap stations in China so far this year, bringing the total number of facilities to 1,325 so far, according to data monitored by CnEVPost.</p><p>The slowdown appears to be because NIO is waiting for the third generation of the facility to ramp up its capacity.</p><li></li></body></html>","source":"cnevpost_highlight","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>NIO's 3rd-Gen Swap Station Makes Real-Life Debut As Mass Production Nears</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; 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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's 3rd-Gen Swap Station Makes Real-Life Debut As Mass Production Nears\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-03-28 14:58 GMT+8 <a href=https://cnevpost.com/2023/03/28/nio-3rd-gen-swap-station-makes-real-life-debut/><strong>CnEVPost</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Starting in June, NIO will basically keep building 120-150 battery swap stations per month, William Li previously said. | NIO US | NIO HK | NIO SGNIO today gave its third-generation battery swap ...</p>\n\n<a href=\"https://cnevpost.com/2023/03/28/nio-3rd-gen-swap-station-makes-real-life-debut/\">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"},"source_url":"https://cnevpost.com/2023/03/28/nio-3rd-gen-swap-station-makes-real-life-debut/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2322330412","content_text":"Starting in June, NIO will basically keep building 120-150 battery swap stations per month, William Li previously said. | NIO US | NIO HK | NIO SGNIO today gave its third-generation battery swap station its real-life debut in a test run, though it didn't go live as previously teased.The next-generation station made its debut today next to a hotel in Haikou, in China's southernmost province of Hainan.Executives including William Li, founder, chairman and CEO of NIO, and Shen Fei, senior vice president of NIO Power, were present for the introduction of the trial run.NIO's third-generation battery swap station, unveiled at the NIO Day 2022 event on December 24, 2022, is capable of storing up to 21 battery packs, up from 13 for its predecessor generation and 5 for the first generation of the facility.The latest facility increases the daily service capacity of a single station to 408, a 30 percent increase over the second generation.Notably, some of NIO's third-generation battery swap stations will be equipped with two LiDARs and two Nvidia Orin chips, for a total computing power of 508 TOPS.NIO announced plans to add 400 battery swap stations in 2023 late last year, but that plan was raised to 1,000 a month ago.Li said on February 21 that the company will further accelerate the deployment of battery swap stations, aiming to have a cumulative total of more than 2,300 battery swap stations by the end of 2023.Production of NIO's third-generation battery swap stations was well underway, with mass production expected to begin in April and deployment accelerating in May, Li said at the time.Starting in June, NIO will basically maintain a construction rate of 120-150 battery swap stations per month, he said.On March 20, NIO said in an article posted on the NIO App that the first 10 third-generation battery swap stations would go live on March 28.However, this has not become a reality, and NIO's current plans appear to be consistent with the previous schedule.NIO has already built some third-generation battery swap stations in cities including Beijing and Shanghai, although they have not yet been officially put into operation.On March 23, CnEVPost visited NIO's delivery center in Jiading, Shanghai, where there is a third-generation battery swap station with the same exterior design as the previous two generations. The delivery center, NIO's largest in the world, opened on January 1.(A third-generation battery swap station at NIO's delivery center in Nanxiang, Jiading, Shanghai. Image credit: CnEVPost)Of the 1,000 battery swap stations NIO plans to add in 2023, about 900 will be third-generation facilities, NIO Power's Shen said at a media event last week.The cost of equipment for NIO's three generations of battery swap stations is not very different, but the average cost per battery compartment has dropped significantly as service capacity has increased, Shen said at the time.To date, the number of spare batteries in all of NIO's battery swap stations is roughly 11,000 to 12,000, Shen said in response to a question from CnEVPost.NIO has added only 20 battery swap stations in China so far this year, bringing the total number of facilities to 1,325 so far, according to data monitored by CnEVPost.The slowdown appears to be because NIO is waiting for the third generation of the facility to ramp up its capacity.","news_type":1},"isVote":1,"tweetType":1,"viewCount":369,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9943784779,"gmtCreate":1679723515191,"gmtModify":1679723518719,"author":{"id":"3557024931927052","authorId":"3557024931927052","name":"nctony","avatar":"https://static.tigerbbs.com/1449dfc5089ded0e8efe303fd4dd43b1","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3557024931927052","idStr":"3557024931927052"},"themes":[],"htmlText":"Going strong [Miser] ","listText":"Going strong [Miser] ","text":"Going strong [Miser]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9943784779","repostId":"2321119662","repostType":4,"repost":{"id":"2321119662","kind":"highlight","pubTimestamp":1679671200,"share":"https://ttm.financial/m/news/2321119662?lang=&edition=fundamental","pubTime":"2023-03-24 23:20","market":"us","language":"en","title":"Is Tesla Losing a Big Force Behind This Year’s Rally?","url":"https://stock-news.laohu8.com/highlight/detail?id=2321119662","media":"Bloomberg","summary":"Retail traders, who were aggressive buyers, have pulled backFalling conviction comes amid demand con","content":"<html><head></head><body><ul><li>Retail traders, who were aggressive buyers, have pulled back</li><li>Falling conviction comes amid demand concerns, market jitters</li></ul><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/e7305c820e8517acb495baf3018f0a94\" tg-width=\"1000\" tg-height=\"665\" referrerpolicy=\"no-referrer\"/><span>Vehicles for sale at a Tesla store in Vallejo, California. Photographer: David Paul Morris/Bloomberg</span></p><p>A key force behind this year’s rally in Tesla Inc. shares is losing momentum.</p><p>Retail traders whose purchases have helped push the electric-vehicle maker’s stock up 56% in 2023 are pulling back this month amid disappointment over a recent investor day and concerns over the health of the economy.</p><p>Net daily purchases of Tesla shares by individuals have fallen by about three-fourths from a peak of $436 million on March 1, as of Wednesday, according to data from Vanda Research. In fact, retail investors were net sellers of the stock on Tuesday for the first time in nearly a year.</p><p>“After a brief period when Tesla’s stock price looked to be offering decent value, the shares seem to be back in the realm of expensive, and retail investors have stepped back,” said Paul Allison, senior analyst at Finimize Ltd., an investment advice platform owned by Abdrn Plc.</p><p>It’s an about face from mom-and-pop investors, who have often helped to supercharge any Tesla rally through aggressive buying. Their enthusiasm has waned in the wake of the March 1 investor day that lacked specific details on a much-anticipated new vehicle. Since then, the shares have dropped 6.6%, compared with a 0.5% decline in the S&P 500 Index and the Nasdaq 100’s 5.7% gain.</p><p><img src=\"https://static.tigerbbs.com/c3c8dd1bcdca05dd67ed673f3355ca49\" tg-width=\"930\" tg-height=\"523\" referrerpolicy=\"no-referrer\"/></p><p>Caution among retail investors has been fanned lately by fears about problems in the banking industry spreading in the wake of the collapse of Silicon Valley Bank and <a href=\"https://laohu8.com/S/SBNYP\">Signature Bank</a>.</p><p>With such a rich valuation, Tesla is particularly sensitive to any deterioration in investor sentiment. The stock trades at 44 times forward earnings compared with mid-to-high single-digit multiples for General Motors Co. and Ford Motor Co., and even surpassing the Nasdaq 100’s average price-to-earnings ratio of 24.</p><p>“The valuation level relative to the car industry reflects very high expectations for future operating margin and total market share,” said Peter Garnry, head of equity strategy at Saxo Bank A/S. “That is basically the reference point as an investor. You are buying a stock that is priced for almost perfection.”</p><p>Some recent disappointments haven’t played to such a narrative. In addition to the investor day failing to deliver on the hype that had built ahead of it, the company announced another price cut on its most expensive cars, while the US National Highway Traffic Safety Administration opened an investigation over complaints that the steering wheel can fall off certain new Model Y vehicles while in use.</p><p>Wall Street has turned more cautious after the early rally as well, with at least three analysts downgrading the stock just this month.</p><p>Tesla’s “valuation now leaves less room for disappointment,” Berenberg analyst Adrian Yanoshik wrote, while lowering his recommendation to hold from buy early this month.</p><p>A rally in the stock this week — after a credit-rating upgrade that lifted its bonds to investment grade status and some encouraging sales data from China — highlights how Tesla’s strong momentum can quickly take over whenever the narrative shifts.</p><p>In the near term, first-quarter delivery figures due early next month could also turn sentiment quickly, especially if the numbers show the big price cuts instituted in early January boosted demand. That would also underscore a key advantage that the company has over its rivals, who followed Tesla’s cuts by lowering their own prices.</p><p>“Since Tesla has higher gross margins to begin with, the margins at competitors are more at risk,” said Jerry Braakman, chief investment officer of First American Trust.</p></body></html>","source":"lsy1584095487587","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Is Tesla Losing a Big Force Behind This Year’s Rally?</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nIs Tesla Losing a Big Force Behind This Year’s Rally?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-03-24 23:20 GMT+8 <a href=https://www.bloomberg.com/news/articles/2023-03-24/tesla-is-losing-a-big-force-behind-this-year-s-rally-tech-watch?srnd=markets-vp><strong>Bloomberg</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Retail traders, who were aggressive buyers, have pulled backFalling conviction comes amid demand concerns, market jittersVehicles for sale at a Tesla store in Vallejo, California. Photographer: David ...</p>\n\n<a href=\"https://www.bloomberg.com/news/articles/2023-03-24/tesla-is-losing-a-big-force-behind-this-year-s-rally-tech-watch?srnd=markets-vp\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU0348723411.USD":"ALLIANZ GLOBAL HI-TECH GROWTH \"A\" (USD) INC","BK4528":"SaaS概念","LU1720051108.HKD":"ALLIANZ GLOBAL ARTIFICIAL INTELLIGENCE \"AT\" (HKD) ACC","BK4554":"元宇宙及AR概念","BK4106":"数据处理与外包服务","LU2357305700.SGD":"Allianz Global Artificial Intelligence ET H2-SGD","LU0234570918.USD":"高盛全球核心股票组合Acc Close","LU1429558221.USD":"Natixis Loomis Sayles US Growth Equity RA USD","LU1839511570.USD":"WELLS FARGO GLOBAL FACTOR ENHANCED EQUITY \"I\" (USD) ACC","LU1861559042.SGD":"日兴方舟颠覆性创新基金B SGD","LU0053666078.USD":"摩根大通基金-美国股票A(离岸)美元","BK4585":"ETF&股票定投概念","BK4534":"瑞士信贷持仓","LU1551013342.USD":"Allianz Income and Growth Cl AMg2 DIS USD","LU0082616367.USD":"摩根大通美国科技A(dist)","LU0056508442.USD":"贝莱德世界科技基金A2","BK4555":"新能源车","IE00B1XK9C88.USD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A\" (USD) ACC","BK4533":"AQR资本管理(全球第二大对冲基金)","LU0719512351.SGD":"JPMorgan Funds - US Technology A (acc) SGD","IE00BSNM7G36.USD":"NEUBERGER BERMAN SYSTEMATIC GLOBAL SUSTAINABLE VALUE \"A\" (USD) ACC","LU0820561909.HKD":"ALLIANZ INCOME AND GROWTH \"AM\" (HKD) INC","LU0234572021.USD":"高盛美国核心股票组合Acc","LU2249611893.SGD":"BNP PARIBAS ENERGY TRANSITION \"CRH\" (SGD) ACC","BK4527":"明星科技股","LU2063271972.USD":"富兰克林创新领域基金","BK4588":"碎股","BK4550":"红杉资本持仓","TSLA":"特斯拉","LU0823414478.USD":"法巴经典能源转换基金","IE00BWXC8680.SGD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A5\" (SGD) ACC","BK4551":"寇图资本持仓","LU0097036916.USD":"贝莱德美国增长A2 USD","LU2087621335.USD":"ALLSPRING GLOBAL FACTOR ENHANCED EQUITY \"A\" (USD) ACC","LU0689472784.USD":"安联收益及增长基金Cl AM AT Acc","LU2326559502.SGD":"Natixis Loomis Sayles US Growth Equity P/A SGD-H","LU1852331112.SGD":"Blackrock World Technology Fund A2 SGD-H","LU1720051017.SGD":"Allianz Global Artificial Intelligence AT Acc H2-SGD","LU0198837287.USD":"UBS (LUX) EQUITY SICAV - USA GROWTH \"P\" (USD) ACC","LU1861215975.USD":"贝莱德新一代科技基金 A2","BK4581":"高盛持仓","LU0316494557.USD":"FRANKLIN GLOBAL FUNDAMENTAL STRATEGIES \"A\" ACC","LU1548497426.USD":"安联环球人工智能AT Acc","LU0820561818.USD":"安联收益及增长平衡基金Cl AM DIS","LU1861558580.USD":"日兴方舟颠覆性创新基金B","LU1861220033.SGD":"Blackrock Next Generation Technology A2 SGD-H","BK4511":"特斯拉概念","BK4099":"汽车制造商","BK4548":"巴美列捷福持仓"},"source_url":"https://www.bloomberg.com/news/articles/2023-03-24/tesla-is-losing-a-big-force-behind-this-year-s-rally-tech-watch?srnd=markets-vp","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2321119662","content_text":"Retail traders, who were aggressive buyers, have pulled backFalling conviction comes amid demand concerns, market jittersVehicles for sale at a Tesla store in Vallejo, California. Photographer: David Paul Morris/BloombergA key force behind this year’s rally in Tesla Inc. shares is losing momentum.Retail traders whose purchases have helped push the electric-vehicle maker’s stock up 56% in 2023 are pulling back this month amid disappointment over a recent investor day and concerns over the health of the economy.Net daily purchases of Tesla shares by individuals have fallen by about three-fourths from a peak of $436 million on March 1, as of Wednesday, according to data from Vanda Research. In fact, retail investors were net sellers of the stock on Tuesday for the first time in nearly a year.“After a brief period when Tesla’s stock price looked to be offering decent value, the shares seem to be back in the realm of expensive, and retail investors have stepped back,” said Paul Allison, senior analyst at Finimize Ltd., an investment advice platform owned by Abdrn Plc.It’s an about face from mom-and-pop investors, who have often helped to supercharge any Tesla rally through aggressive buying. Their enthusiasm has waned in the wake of the March 1 investor day that lacked specific details on a much-anticipated new vehicle. Since then, the shares have dropped 6.6%, compared with a 0.5% decline in the S&P 500 Index and the Nasdaq 100’s 5.7% gain.Caution among retail investors has been fanned lately by fears about problems in the banking industry spreading in the wake of the collapse of Silicon Valley Bank and Signature Bank.With such a rich valuation, Tesla is particularly sensitive to any deterioration in investor sentiment. The stock trades at 44 times forward earnings compared with mid-to-high single-digit multiples for General Motors Co. and Ford Motor Co., and even surpassing the Nasdaq 100’s average price-to-earnings ratio of 24.“The valuation level relative to the car industry reflects very high expectations for future operating margin and total market share,” said Peter Garnry, head of equity strategy at Saxo Bank A/S. “That is basically the reference point as an investor. You are buying a stock that is priced for almost perfection.”Some recent disappointments haven’t played to such a narrative. In addition to the investor day failing to deliver on the hype that had built ahead of it, the company announced another price cut on its most expensive cars, while the US National Highway Traffic Safety Administration opened an investigation over complaints that the steering wheel can fall off certain new Model Y vehicles while in use.Wall Street has turned more cautious after the early rally as well, with at least three analysts downgrading the stock just this month.Tesla’s “valuation now leaves less room for disappointment,” Berenberg analyst Adrian Yanoshik wrote, while lowering his recommendation to hold from buy early this month.A rally in the stock this week — after a credit-rating upgrade that lifted its bonds to investment grade status and some encouraging sales data from China — highlights how Tesla’s strong momentum can quickly take over whenever the narrative shifts.In the near term, first-quarter delivery figures due early next month could also turn sentiment quickly, especially if the numbers show the big price cuts instituted in early January boosted demand. That would also underscore a key advantage that the company has over its rivals, who followed Tesla’s cuts by lowering their own prices.“Since Tesla has higher gross margins to begin with, the margins at competitors are more at risk,” said Jerry Braakman, chief investment officer of First American Trust.","news_type":1},"isVote":1,"tweetType":1,"viewCount":407,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9943968858,"gmtCreate":1679048816975,"gmtModify":1679048821446,"author":{"id":"3557024931927052","authorId":"3557024931927052","name":"nctony","avatar":"https://static.tigerbbs.com/1449dfc5089ded0e8efe303fd4dd43b1","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3557024931927052","idStr":"3557024931927052"},"themes":[],"htmlText":"No idea [Surprised] ","listText":"No idea [Surprised] ","text":"No idea [Surprised]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9943968858","repostId":"1112158527","repostType":2,"repost":{"id":"1112158527","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":1679046693,"share":"https://ttm.financial/m/news/1112158527?lang=&edition=fundamental","pubTime":"2023-03-17 17:51","market":"us","language":"en","title":"Which ChatGPT Stock Is Best?","url":"https://stock-news.laohu8.com/highlight/detail?id=1112158527","media":"Tiger Newspress","summary":"With the release of GPT-4 and Copilot, ChatGPT stocks attracted investors' attention again. These st","content":"<html><head></head><body><p>With the release of GPT-4 and Copilot, ChatGPT stocks attracted investors' attention again. These stocks have seen significant gains this year. Which one is your favorite?</p><p><img src=\"https://static.tigerbbs.com/b6da3d7d3b604871f960238a40bcc992\" tg-width=\"748\" tg-height=\"1832\" 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>Which ChatGPT Stock Is Best?</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\">\nWhich ChatGPT Stock Is Best?\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\">2023-03-17 17:51</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>With the release of GPT-4 and Copilot, ChatGPT stocks attracted investors' attention again. These stocks have seen significant gains this year. Which one is your favorite?</p><p><img src=\"https://static.tigerbbs.com/b6da3d7d3b604871f960238a40bcc992\" tg-width=\"748\" tg-height=\"1832\" width=\"100%\" height=\"auto\"/></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"META":"Meta Platforms, Inc.","AMD":"美国超微公司","BZFD":"Buzzfeed","BIDU":"百度","GOOGL":"谷歌A","CRWD":"CrowdStrike Holdings, Inc.","NVDA":"英伟达","MSFT":"微软","AI":"C3.ai, Inc."},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1112158527","content_text":"With the release of GPT-4 and Copilot, ChatGPT stocks attracted investors' attention again. These stocks have seen significant gains this year. Which one is your favorite?","news_type":1},"isVote":1,"tweetType":1,"viewCount":120,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9949429783,"gmtCreate":1678839412543,"gmtModify":1678839417464,"author":{"id":"3557024931927052","authorId":"3557024931927052","name":"nctony","avatar":"https://static.tigerbbs.com/1449dfc5089ded0e8efe303fd4dd43b1","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3557024931927052","idStr":"3557024931927052"},"themes":[],"htmlText":"Yes la!! More to rise [Miser] [Miser] [Miser] ","listText":"Yes la!! More to rise [Miser] [Miser] [Miser] ","text":"Yes la!! More to rise [Miser] [Miser] [Miser]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9949429783","repostId":"2319881138","repostType":2,"repost":{"id":"2319881138","kind":"highlight","pubTimestamp":1678838778,"share":"https://ttm.financial/m/news/2319881138?lang=&edition=fundamental","pubTime":"2023-03-15 08:06","market":"us","language":"en","title":"Meta Platforms Stock Gains 7% On Slashed Expenses Forecast; Expects To Cut 10,000 Jobs","url":"https://stock-news.laohu8.com/highlight/detail?id=2319881138","media":"StreetInsider","summary":"Meta Platforms slashed its total expenses forecast for the full year by $3 billion after saying it p","content":"<html><head></head><body><p><a href=\"https://laohu8.com/S/META\">Meta Platforms</a> slashed its total expenses forecast for the full year by $3 billion after saying it plans to cut 10,000 more jobs.</p><p>Shares closed more than 7% higher on Tuesday following the news.</p><p><img src=\"https://static.tigerbbs.com/2c24a663e823d35e0fa19e1905c7790f\" tg-width=\"842\" tg-height=\"632\" referrerpolicy=\"no-referrer\"/></p><p>Moreover, the company will close around 5,000 open roles that it hasn’t yet hired. The metaverse business also plans to lift hiring and transfer freezes after the restructuring is completed.</p><p>“Over the next couple of months, org leaders will announce restructuring plans focused on flattening our orgs, canceling lower priority projects, and reducing our hiring rates. With less hiring, I’ve made the difficult decision to further reduce the size of our recruiting team,” Mark Zuckerberg told employees in an e-mail.</p><p>“We will let recruiting team members know tomorrow whether they’re impacted. We expect to announce restructurings and layoffs in our tech groups in late April, and then our business groups in late May.”</p><p>“In our Year of Efficiency, we are focused on canceling projects that are duplicative or lower priority and making every organization as lean as possible,” he further noted.</p><p>Vital Knowledge analyst Adam Crisafulli said that the “new operating expense number is incremental.”</p><p>“Assuming the ~$3B opex cut falls straight to the bottom line and given the St forecast for 2023 tax (~21%) and shares outstanding (~2.61B), this works out to about 90c of incremental EPS, or about an 8% increase from the current 2023 consensus of 11.34 (although the fact they are acting on expenses probably suggest their view on revenue is a bit softer than before),” the analyst wrote in a client note.</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>Meta Platforms Stock Gains 7% On Slashed Expenses Forecast; Expects To Cut 10,000 Jobs</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\">\nMeta Platforms Stock Gains 7% On Slashed Expenses Forecast; Expects To Cut 10,000 Jobs\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-03-15 08:06 GMT+8 <a href=https://www.streetinsider.com/dr/news.php?id=21368042><strong>StreetInsider</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Meta Platforms slashed its total expenses forecast for the full year by $3 billion after saying it plans to cut 10,000 more jobs.Shares closed more than 7% higher on Tuesday following the news....</p>\n\n<a href=\"https://www.streetinsider.com/dr/news.php?id=21368042\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"META":"Meta Platforms, Inc."},"source_url":"https://www.streetinsider.com/dr/news.php?id=21368042","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2319881138","content_text":"Meta Platforms slashed its total expenses forecast for the full year by $3 billion after saying it plans to cut 10,000 more jobs.Shares closed more than 7% higher on Tuesday following the news.Moreover, the company will close around 5,000 open roles that it hasn’t yet hired. The metaverse business also plans to lift hiring and transfer freezes after the restructuring is completed.“Over the next couple of months, org leaders will announce restructuring plans focused on flattening our orgs, canceling lower priority projects, and reducing our hiring rates. With less hiring, I’ve made the difficult decision to further reduce the size of our recruiting team,” Mark Zuckerberg told employees in an e-mail.“We will let recruiting team members know tomorrow whether they’re impacted. We expect to announce restructurings and layoffs in our tech groups in late April, and then our business groups in late May.”“In our Year of Efficiency, we are focused on canceling projects that are duplicative or lower priority and making every organization as lean as possible,” he further noted.Vital Knowledge analyst Adam Crisafulli said that the “new operating expense number is incremental.”“Assuming the ~$3B opex cut falls straight to the bottom line and given the St forecast for 2023 tax (~21%) and shares outstanding (~2.61B), this works out to about 90c of incremental EPS, or about an 8% increase from the current 2023 consensus of 11.34 (although the fact they are acting on expenses probably suggest their view on revenue is a bit softer than before),” the analyst wrote in a client note.","news_type":1},"isVote":1,"tweetType":1,"viewCount":150,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9949463323,"gmtCreate":1678835322962,"gmtModify":1678835326495,"author":{"id":"3557024931927052","authorId":"3557024931927052","name":"nctony","avatar":"https://static.tigerbbs.com/1449dfc5089ded0e8efe303fd4dd43b1","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3557024931927052","idStr":"3557024931927052"},"themes":[],"htmlText":"Arrived [Miser] [Miser] [Miser] ","listText":"Arrived [Miser] [Miser] [Miser] ","text":"Arrived [Miser] [Miser] [Miser]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9949463323","repostId":"2319074636","repostType":4,"repost":{"id":"2319074636","kind":"highlight","pubTimestamp":1678786627,"share":"https://ttm.financial/m/news/2319074636?lang=&edition=fundamental","pubTime":"2023-03-14 17:37","market":"us","language":"en","title":"A Bull Market Is Coming: 5 Top Stocks to Buy Now","url":"https://stock-news.laohu8.com/highlight/detail?id=2319074636","media":"Motley Fool","summary":"These companies all have solid long-term prospects.","content":"<html><head></head><body><p>With stock indexes still in the doldrums, you may not be thinking about the next bull market right now. But today actually is a great time to focus on the better days ahead -- whether they are right around the corner or farther down the road -- so that you can prepare your portfolio and enter that bull market in a position of strength.</p><p>Today, many top stocks with amazing growth prospects are cheap, beaten down by today's tough market. And that equals opportunity for you to snap up potential long-term winners for a bargain. You'll find these players across industries.</p><p>Let's check out five top stocks to buy now -- and benefit from later.</p><h2>1. Moderna</h2><p>When you think of<b> Moderna</b> (MRNA 6.95%), you probably think of the coronavirus vaccine. The vaccine has generated billions of dollars in earnings over the past two years. That's the company's only product right now -- and it helped Moderna's stock soar earlier in the pandemic.</p><p>These days, Moderna's dependence on the vaccine for revenue has done just the opposite: It's weighed on stock performance. That's as investors worry about future growth.</p><p>But these concerns look overdone. Moderna has 48 programs in development -- and even some opportunities for blockbuster revenue over the next few years. The company has three potential blockbusters other than the coronavirus program in phase 3 trials right now.</p><p>These are vaccine candidates for respiratory syncytial virus (RSV), flu, and cytomegalovirus (CMV). Moderna aims to file for regulatory approval of the RSV candidate in the first half of this year.</p><p>All of this means Moderna may be poised for a new phase of growth. And a bull market could be the perfect occasion for this growth stock to soar.</p><h2>2. Teladoc Health</h2><p><b>Teladoc Health</b> (TDOC 3.02%) disappointed investors last year after reporting billion-dollar noncash goodwill impairment charges linked to an acquisition. Investors had already been worried about Teladoc's lack of profitability, and these charges deepened their concerns.</p><p>Still, it's important to look at the whole picture. Yes, it seems Teladoc overpaid for its purchase of chronic care specialist Livongo in 2020, resulting in the impairment charges. But over time, chronic care is a key growth element for Teladoc. So the investment could pay off in the long run.</p><p>Also, the company has made progress in areas that should help it on the path to profitability. Teladoc has increased members, revenue, and visits. The company also has made significant gains thanks to its mental health business, BetterHelp. That business' revenue climbed 29% in the fourth quarter of last year and served more than 1 million people during the year.</p><p>Teladoc also has shifted its strategy to favor increasing margins and reaching profitability. Earlier in the year, this began by cutting some jobs and office space. Today, Teladoc is trading at its lowest ever in relation to sales. And this looks like a steal considering the company's potential in this high-growth market.</p><p><img src=\"https://static.tigerbbs.com/3bc205b8e6379bf5f647ee48f1ee21a1\" tg-width=\"720\" tg-height=\"433\" referrerpolicy=\"no-referrer\"/></p><p>TDOC PS Ratio data by YCharts</p><h2>3. Target</h2><p>Last year wasn't easy for <b>Target</b> (TGT -0.16%). The retailer faced higher inflation, which weighed on its costs and on shoppers' wallets. In spite of the difficult environment, Target still managed to increase revenue -- and offer us clues that its growth story is far from over.</p><p>The fourth quarter represented Target's 23rd straight quarter of comparable sales growth. And the company made market share gains across all five of its product categories last year.</p><p>Moving forward, Target is investing in areas that should support long-term growth. The company opened six new sortation centers in 2022. These centers speed up order delivery and lower Target's costs.</p><p>Target also has revamped stores to better serve customers and partnered with companies like <b>Ulta Beauty</b> and <b>Disney</b> to drive traffic. Target says Ulta sales at Target quadrupled from 2021 to 2022.</p><p>Today, Target shares are trading for less than 20 times forward earnings estimates. That's down from more than 40 a year ago -- a steal considering Target's strength through tough times -- and potential growth ahead.</p><h2>4. Home Depot</h2><p>As people spent more time at home over the past few years, they increasingly focused on home improvement. And <b>Home Depot</b> (HD 0.07%), the world's biggest home improvement retailer, benefited. The company increased sales by $47.2 billion from 2019 through 2022. That represents a compound annual growth rate of more than 12%.</p><p>The company has noted a softening in demand in recent times. And this year probably won't be a huge year of growth. A slowdown in consumer spending may weigh on sales.</p><p>But this is a temporary situation -- and allows us the opportunity to pick up a strong long-term winner for a good price. Home Depot shares are trading for 18 times forward earnings estimates right now.</p><p>Meanwhile, Home Depot has invested in recent years in areas that should boost growth down the road, such as improving its digital platform. Home Depot also has focused on making the entire shopping experience easier for its professional customers. This is key because these customers represent a $450 billion market. So, potential market share gains here for Home Depot should translate into growth.</p><h2>5. Etsy</h2><p>Like other e-commerce companies and retailers, <b>Etsy </b>(ETSY -2.14%) is facing today's headwinds of higher inflation. But as I mentioned, today's economic woes won't last forever, so it's important to take a long-term view. And from this angle, there's reason to be optimistic about Etsy.</p><p>The e-commerce company was already growing prior to the pandemic. Shoppers liked going to Etsy for handmade goods -- and sellers were happy to set up shop on this platform.</p><p>But lockdowns earlier in the crisis gave people a fresh opportunity to discover this dynamic player. And Etsy's earnings soared. Importantly, Etsy's kept a lot of those gains.</p><p>The company, from a revenue perspective, is almost three times bigger than it was back in 2019. Etsy also has about twice as many active buyers as it did back then. And Etsy has broadened its reach. For example, customers who identify as men have soared 124% since 2019 to a record high.</p><p>And, in spite of today's difficult environment, Etsy's consolidated gross merchandise sales only fell 0.7% on a currency-neutral basis in the most recent quarter.</p><p>Etsy trades at 25 times forward earnings estimates, down from 40 a year ago. When the general market takes off, Etsy has what it takes to follow. And that means the valuation we're seeing today represents a great buying opportunity.</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>A Bull Market Is Coming: 5 Top Stocks to Buy Now</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nA Bull Market Is Coming: 5 Top Stocks to Buy Now\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-03-14 17:37 GMT+8 <a href=https://www.fool.com/investing/2023/03/14/a-bull-market-is-coming-5-top-stocks-to-buy-now/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>With stock indexes still in the doldrums, you may not be thinking about the next bull market right now. But today actually is a great time to focus on the better days ahead -- whether they are right ...</p>\n\n<a href=\"https://www.fool.com/investing/2023/03/14/a-bull-market-is-coming-5-top-stocks-to-buy-now/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4534":"瑞士信贷持仓","LU1914381329.SGD":"Allianz Best Styles Global Equity Cl ET Acc H2-SGD","HD":"家得宝","BK4588":"碎股","IE00BZ1G4Q59.USD":"LEGG MASON CLEARBRIDGE US EQUITY SUSTAINABILITY LEADER \"A\"(USD) INC (A)","BK4122":"互联网与直销零售","BK4550":"红杉资本持仓","BK4581":"高盛持仓","MRNA":"Moderna, Inc.","TDOC":"Teladoc Health Inc.","TGT":"塔吉特","ETSY":"Etsy, Inc.","BK4548":"巴美列捷福持仓","LU1861558580.USD":"日兴方舟颠覆性创新基金B","BK4083":"家庭装潢零售","LU0354030511.USD":"ALLSPRING U.S. LARGE CAP GROWTH \"I\" (USD) ACC","BK4532":"文艺复兴科技持仓","IE00BKVL7J92.USD":"Legg Mason ClearBridge - US Equity Sustainability Leaders A Acc USD","BK4504":"桥水持仓","LU0354030438.USD":"富国美国大盘成长基金Cl A Acc","LU1496350171.SGD":"FRANKLIN DIVERSIFIED BALANCED \"A\" (SGDHDG) ACC","LU1496350502.SGD":"FRANKLIN DIVERSIFIED DYNAMIC \"A\" (SGDHDG) ACC","BK4167":"医疗保健技术","LU1861559042.SGD":"日兴方舟颠覆性创新基金B SGD","BK4585":"ETF&股票定投概念","BK4567":"ESG概念","LU0823411888.USD":"法巴消费创新基金 Cap","LU0079474960.USD":"联博美国增长基金A","LU1989772840.SGD":"CPR Invest - Climate Action A2 Acc SGD-H","BK4533":"AQR资本管理(全球第二大对冲基金)","BK4566":"资本集团","LU1989772923.USD":"CPR Invest - Climate Action A2 Acc USD-H"},"source_url":"https://www.fool.com/investing/2023/03/14/a-bull-market-is-coming-5-top-stocks-to-buy-now/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2319074636","content_text":"With stock indexes still in the doldrums, you may not be thinking about the next bull market right now. But today actually is a great time to focus on the better days ahead -- whether they are right around the corner or farther down the road -- so that you can prepare your portfolio and enter that bull market in a position of strength.Today, many top stocks with amazing growth prospects are cheap, beaten down by today's tough market. And that equals opportunity for you to snap up potential long-term winners for a bargain. You'll find these players across industries.Let's check out five top stocks to buy now -- and benefit from later.1. ModernaWhen you think of Moderna (MRNA 6.95%), you probably think of the coronavirus vaccine. The vaccine has generated billions of dollars in earnings over the past two years. That's the company's only product right now -- and it helped Moderna's stock soar earlier in the pandemic.These days, Moderna's dependence on the vaccine for revenue has done just the opposite: It's weighed on stock performance. That's as investors worry about future growth.But these concerns look overdone. Moderna has 48 programs in development -- and even some opportunities for blockbuster revenue over the next few years. The company has three potential blockbusters other than the coronavirus program in phase 3 trials right now.These are vaccine candidates for respiratory syncytial virus (RSV), flu, and cytomegalovirus (CMV). Moderna aims to file for regulatory approval of the RSV candidate in the first half of this year.All of this means Moderna may be poised for a new phase of growth. And a bull market could be the perfect occasion for this growth stock to soar.2. Teladoc HealthTeladoc Health (TDOC 3.02%) disappointed investors last year after reporting billion-dollar noncash goodwill impairment charges linked to an acquisition. Investors had already been worried about Teladoc's lack of profitability, and these charges deepened their concerns.Still, it's important to look at the whole picture. Yes, it seems Teladoc overpaid for its purchase of chronic care specialist Livongo in 2020, resulting in the impairment charges. But over time, chronic care is a key growth element for Teladoc. So the investment could pay off in the long run.Also, the company has made progress in areas that should help it on the path to profitability. Teladoc has increased members, revenue, and visits. The company also has made significant gains thanks to its mental health business, BetterHelp. That business' revenue climbed 29% in the fourth quarter of last year and served more than 1 million people during the year.Teladoc also has shifted its strategy to favor increasing margins and reaching profitability. Earlier in the year, this began by cutting some jobs and office space. Today, Teladoc is trading at its lowest ever in relation to sales. And this looks like a steal considering the company's potential in this high-growth market.TDOC PS Ratio data by YCharts3. TargetLast year wasn't easy for Target (TGT -0.16%). The retailer faced higher inflation, which weighed on its costs and on shoppers' wallets. In spite of the difficult environment, Target still managed to increase revenue -- and offer us clues that its growth story is far from over.The fourth quarter represented Target's 23rd straight quarter of comparable sales growth. And the company made market share gains across all five of its product categories last year.Moving forward, Target is investing in areas that should support long-term growth. The company opened six new sortation centers in 2022. These centers speed up order delivery and lower Target's costs.Target also has revamped stores to better serve customers and partnered with companies like Ulta Beauty and Disney to drive traffic. Target says Ulta sales at Target quadrupled from 2021 to 2022.Today, Target shares are trading for less than 20 times forward earnings estimates. That's down from more than 40 a year ago -- a steal considering Target's strength through tough times -- and potential growth ahead.4. Home DepotAs people spent more time at home over the past few years, they increasingly focused on home improvement. And Home Depot (HD 0.07%), the world's biggest home improvement retailer, benefited. The company increased sales by $47.2 billion from 2019 through 2022. That represents a compound annual growth rate of more than 12%.The company has noted a softening in demand in recent times. And this year probably won't be a huge year of growth. A slowdown in consumer spending may weigh on sales.But this is a temporary situation -- and allows us the opportunity to pick up a strong long-term winner for a good price. Home Depot shares are trading for 18 times forward earnings estimates right now.Meanwhile, Home Depot has invested in recent years in areas that should boost growth down the road, such as improving its digital platform. Home Depot also has focused on making the entire shopping experience easier for its professional customers. This is key because these customers represent a $450 billion market. So, potential market share gains here for Home Depot should translate into growth.5. EtsyLike other e-commerce companies and retailers, Etsy (ETSY -2.14%) is facing today's headwinds of higher inflation. But as I mentioned, today's economic woes won't last forever, so it's important to take a long-term view. And from this angle, there's reason to be optimistic about Etsy.The e-commerce company was already growing prior to the pandemic. Shoppers liked going to Etsy for handmade goods -- and sellers were happy to set up shop on this platform.But lockdowns earlier in the crisis gave people a fresh opportunity to discover this dynamic player. And Etsy's earnings soared. Importantly, Etsy's kept a lot of those gains.The company, from a revenue perspective, is almost three times bigger than it was back in 2019. Etsy also has about twice as many active buyers as it did back then. And Etsy has broadened its reach. For example, customers who identify as men have soared 124% since 2019 to a record high.And, in spite of today's difficult environment, Etsy's consolidated gross merchandise sales only fell 0.7% on a currency-neutral basis in the most recent quarter.Etsy trades at 25 times forward earnings estimates, down from 40 a year ago. When the general market takes off, Etsy has what it takes to follow. And that means the valuation we're seeing today represents a great buying opportunity.","news_type":1},"isVote":1,"tweetType":1,"viewCount":254,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9949488970,"gmtCreate":1678829213390,"gmtModify":1678829217072,"author":{"id":"3557024931927052","authorId":"3557024931927052","name":"nctony","avatar":"https://static.tigerbbs.com/1449dfc5089ded0e8efe303fd4dd43b1","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3557024931927052","idStr":"3557024931927052"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/META\">$Meta Platforms, Inc.(META)$ </a>HHappy lol[Miser] ","listText":"<a href=\"https://ttm.financial/S/META\">$Meta Platforms, Inc.(META)$ </a>HHappy lol[Miser] ","text":"$Meta Platforms, Inc.(META)$ HHappy lol[Miser]","images":[{"img":"https://community-static.tradeup.com/news/61d27f0fed70dec32f7d6342734ac1eb","width":"1080","height":"2182"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9949488970","isVote":1,"tweetType":1,"viewCount":132,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9949644069,"gmtCreate":1678663306152,"gmtModify":1678663309854,"author":{"id":"3557024931927052","authorId":"3557024931927052","name":"nctony","avatar":"https://static.tigerbbs.com/1449dfc5089ded0e8efe303fd4dd43b1","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3557024931927052","idStr":"3557024931927052"},"themes":[],"htmlText":"Hopefully could safe more or less.","listText":"Hopefully could safe more or less.","text":"Hopefully could safe more or less.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":24,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9949644069","repostId":"1119712805","repostType":2,"repost":{"id":"1119712805","kind":"news","weMediaInfo":{"introduction":"Reuters.com brings you the latest news from around the world, covering breaking news in markets, business, politics, entertainment and technology","home_visible":1,"media_name":"Reuters","id":"1036604489","head_image":"https://static.tigerbbs.com/443ce19704621c837795676028cec868"},"pubTimestamp":1678662159,"share":"https://ttm.financial/m/news/1119712805?lang=&edition=fundamental","pubTime":"2023-03-13 07:02","market":"us","language":"en","title":"U.S. Announces It Will Stem SVB Fallout, Customers to Have Deposit Access","url":"https://stock-news.laohu8.com/highlight/detail?id=1119712805","media":"Reuters","summary":"(Reuters) - Silicon Valley Bank customers will have access to their deposits starting on Monday, U.","content":"<html><head></head><body><p>(Reuters) - <a href=\"https://laohu8.com/S/SIVB\">Silicon Valley Bank </a> customers will have access to their deposits starting on Monday, U.S. officials said on Sunday, as the federal government announced actions to shore up deposits and stem any broader financial fallout from the sudden collapse of the tech startup-focused lender.</p><p>The boards of the Federal Deposit Insurance Corporation (FDIC) and the Federal Reserve, in consultation with President Joe Biden, approved the FDIC's resolution of SVB, according to a joint statement from U.S. Treasury Secretary Janet Yellen, Fed Chair Jerome Powell and FDIC Chairman Martin Gruenberg on Sunday evening.</p><p>The move will not lead to losses by American taxpayers and all deposits will be made whole, the statement said.</p><p>"Today we are taking decisive actions to protect the U.S. economy by strengthening public confidence in our banking system," the statement said. "This step will ensure that the U.S. banking system continues to perform its vital roles of protecting deposits and providing access to credit to households and businesses in a manner that promotes strong and sustainable economic growth."</p><p>The Federal Reserve also said Sunday it would make additional funding available through a new Bank Term Funding Program, which would offer loans up to one year to depository institutions, backed by Treasuries and other assets these institutions hold.</p><p>The officials also said that depositors of New York's <a href=\"https://laohu8.com/S/SBNY\">Signature Bank</a>, which was closed Sunday by the New York state financial regulator, would be made whole at no loss to the taxpayer.</p><p>Signature's shareholders and unsecured debtors will not be protected, and management has been removed, the officials said.</p><p><img src=\"https://static.tigerbbs.com/55e6734dfe59a152aecda5c41da4252d\" tg-width=\"960\" tg-height=\"640\" referrerpolicy=\"no-referrer\"/>A man puts a sign on the door of the Silicon Valley Bank as an onlooker watches at the bank’s headquarters in Santa Clara, California, U.S. March 10, 2023. REUTERS/Nathan Frandino</p><p>Earlier, Yellen had said she was working with banking regulators to respond after SVB became the largest bank to fail since the 2008 financial crisis.</p><p>In March 2020 when the coronavirus pandemic and lockdowns triggered financial panic, the Federal Reserve announced a series of measures to keep credit flowing by lowering borrowing costs and lengthening the terms of its direct loans.</p><p>By the end of that month, use of the Fed's discount window facility shot up to more than $50 billion.</p><p>Through the middle of last week, before SVB's collapse, there had been no indications of usage picking up, with Fed data showing weekly outstanding balances of $4 billion to $5 billion since the start of the year.</p><h3>FINDING A BUYER</h3><p>Although the Federal Deposit Insurance Corporation (FDIC) protects deposits of up to $250,000, there have been worries about SVB deposits above that level, one source said, adding that many smaller businesses were at risk of being unable to pay staff.</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>U.S. Announces It Will Stem SVB Fallout, Customers to Have Deposit Access</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; 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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. Announces It Will Stem SVB Fallout, Customers to Have Deposit Access\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1036604489\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/443ce19704621c837795676028cec868);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Reuters </p>\n<p class=\"h-time\">2023-03-13 07:02</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>(Reuters) - <a href=\"https://laohu8.com/S/SIVB\">Silicon Valley Bank </a> customers will have access to their deposits starting on Monday, U.S. officials said on Sunday, as the federal government announced actions to shore up deposits and stem any broader financial fallout from the sudden collapse of the tech startup-focused lender.</p><p>The boards of the Federal Deposit Insurance Corporation (FDIC) and the Federal Reserve, in consultation with President Joe Biden, approved the FDIC's resolution of SVB, according to a joint statement from U.S. Treasury Secretary Janet Yellen, Fed Chair Jerome Powell and FDIC Chairman Martin Gruenberg on Sunday evening.</p><p>The move will not lead to losses by American taxpayers and all deposits will be made whole, the statement said.</p><p>"Today we are taking decisive actions to protect the U.S. economy by strengthening public confidence in our banking system," the statement said. "This step will ensure that the U.S. banking system continues to perform its vital roles of protecting deposits and providing access to credit to households and businesses in a manner that promotes strong and sustainable economic growth."</p><p>The Federal Reserve also said Sunday it would make additional funding available through a new Bank Term Funding Program, which would offer loans up to one year to depository institutions, backed by Treasuries and other assets these institutions hold.</p><p>The officials also said that depositors of New York's <a href=\"https://laohu8.com/S/SBNY\">Signature Bank</a>, which was closed Sunday by the New York state financial regulator, would be made whole at no loss to the taxpayer.</p><p>Signature's shareholders and unsecured debtors will not be protected, and management has been removed, the officials said.</p><p><img src=\"https://static.tigerbbs.com/55e6734dfe59a152aecda5c41da4252d\" tg-width=\"960\" tg-height=\"640\" referrerpolicy=\"no-referrer\"/>A man puts a sign on the door of the Silicon Valley Bank as an onlooker watches at the bank’s headquarters in Santa Clara, California, U.S. March 10, 2023. REUTERS/Nathan Frandino</p><p>Earlier, Yellen had said she was working with banking regulators to respond after SVB became the largest bank to fail since the 2008 financial crisis.</p><p>In March 2020 when the coronavirus pandemic and lockdowns triggered financial panic, the Federal Reserve announced a series of measures to keep credit flowing by lowering borrowing costs and lengthening the terms of its direct loans.</p><p>By the end of that month, use of the Fed's discount window facility shot up to more than $50 billion.</p><p>Through the middle of last week, before SVB's collapse, there had been no indications of usage picking up, with Fed data showing weekly outstanding balances of $4 billion to $5 billion since the start of the year.</p><h3>FINDING A BUYER</h3><p>Although the Federal Deposit Insurance Corporation (FDIC) protects deposits of up to $250,000, there have been worries about SVB deposits above that level, one source said, adding that many smaller businesses were at risk of being unable to pay staff.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"IAT":"安硕美国地区银行ETF","SBNY":"签字银行"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1119712805","content_text":"(Reuters) - Silicon Valley Bank customers will have access to their deposits starting on Monday, U.S. officials said on Sunday, as the federal government announced actions to shore up deposits and stem any broader financial fallout from the sudden collapse of the tech startup-focused lender.The boards of the Federal Deposit Insurance Corporation (FDIC) and the Federal Reserve, in consultation with President Joe Biden, approved the FDIC's resolution of SVB, according to a joint statement from U.S. Treasury Secretary Janet Yellen, Fed Chair Jerome Powell and FDIC Chairman Martin Gruenberg on Sunday evening.The move will not lead to losses by American taxpayers and all deposits will be made whole, the statement said.\"Today we are taking decisive actions to protect the U.S. economy by strengthening public confidence in our banking system,\" the statement said. \"This step will ensure that the U.S. banking system continues to perform its vital roles of protecting deposits and providing access to credit to households and businesses in a manner that promotes strong and sustainable economic growth.\"The Federal Reserve also said Sunday it would make additional funding available through a new Bank Term Funding Program, which would offer loans up to one year to depository institutions, backed by Treasuries and other assets these institutions hold.The officials also said that depositors of New York's Signature Bank, which was closed Sunday by the New York state financial regulator, would be made whole at no loss to the taxpayer.Signature's shareholders and unsecured debtors will not be protected, and management has been removed, the officials said.A man puts a sign on the door of the Silicon Valley Bank as an onlooker watches at the bank’s headquarters in Santa Clara, California, U.S. March 10, 2023. REUTERS/Nathan FrandinoEarlier, Yellen had said she was working with banking regulators to respond after SVB became the largest bank to fail since the 2008 financial crisis.In March 2020 when the coronavirus pandemic and lockdowns triggered financial panic, the Federal Reserve announced a series of measures to keep credit flowing by lowering borrowing costs and lengthening the terms of its direct loans.By the end of that month, use of the Fed's discount window facility shot up to more than $50 billion.Through the middle of last week, before SVB's collapse, there had been no indications of usage picking up, with Fed data showing weekly outstanding balances of $4 billion to $5 billion since the start of the year.FINDING A BUYERAlthough the Federal Deposit Insurance Corporation (FDIC) protects deposits of up to $250,000, there have been worries about SVB deposits above that level, one source said, adding that many smaller businesses were at risk of being unable to pay staff.","news_type":1},"isVote":1,"tweetType":1,"viewCount":149,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9949031268,"gmtCreate":1678233182854,"gmtModify":1678233186097,"author":{"id":"3557024931927052","authorId":"3557024931927052","name":"nctony","avatar":"https://static.tigerbbs.com/1449dfc5089ded0e8efe303fd4dd43b1","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3557024931927052","idStr":"3557024931927052"},"themes":[],"htmlText":"Trader's correct every share will be good. Let trader win[Miser] [Miser] [Miser] ","listText":"Trader's correct every share will be good. Let trader win[Miser] [Miser] [Miser] ","text":"Trader's correct every share will be good. Let trader win[Miser] [Miser] [Miser]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9949031268","repostId":"1150777425","repostType":2,"repost":{"id":"1150777425","kind":"news","pubTimestamp":1678232287,"share":"https://ttm.financial/m/news/1150777425?lang=&edition=fundamental","pubTime":"2023-03-08 07:38","market":"us","language":"en","title":"Traders Are Betting the Fed Will Hike Rates by a Half-Point in March","url":"https://stock-news.laohu8.com/highlight/detail?id=1150777425","media":"Bloomberg","summary":"Traders price in total of 100 basis points of hikes by FedPowell signaled he’s prepared for faster t","content":"<html><head></head><body><ul><li>Traders price in total of 100 basis points of hikes by Fed</li><li>Powell signaled he’s prepared for faster tightening if needed</li></ul><p>Bond traders boosted bets that the Federal Reserve may re-accelerate the pace of rate increases at the policy meeting later this month, after central bank head Jerome Powell said he’s ready for faster monetary tightening if economic data justifies it.</p><p>Interest-rate swaps Tuesday showed a shift in bets for the March 22 meeting, with a half-point hike seen as more likely than a quarter-point move. Traders are betting that the Fed will raise the key borrowing costs by 109 basis points to a peak of about 5.66% by September.</p><p><img src=\"https://static.tigerbbs.com/2c0bf07779ec48e6505d3c6251f2bc4b\" tg-width=\"930\" tg-height=\"523\" referrerpolicy=\"no-referrer\"/></p><p>Shorter-maturity notes led the jump in yields, deepening the inversion of the yield curve and pushing the two-year Treasury rate above 5% for the first time since 2007.</p><p>An upside down-shaped curve suggests that traders anticipate a more restrictive policy that will slow down the economy significantly. The Bloomberg dollar index jumped to a level unseen since early January, while the S&P 500 Index tumbled around 1.7%.</p><p>Two-year yields jumped as much as 13 basis points to 5.02%, while 10-year yields were up just 2 at 3.98%. The gap between the two- and 10-year notes widened as much as 104 basis points, marking the deepest inversion since 1981. The 30-year yields were 113 basis points below two-year rates, marking a record gap between the two.</p><p>In testimony before the Senate Banking Committee, Powell said the US central bank is likely to raise interest rates higher than previously thought. “If the totality of the data were to indicate that faster tightening is warranted, we would be prepared to increase” the pace of rate hikes, he said.</p><p>“He has double doses of hawkishness with potentially higher peak rates and faster pace of hiking,” said Tracy Chen, a portfolio manager at Brandywine Global Investment Management in Philadelphia. “His 25bps step-down might be premature, given the recent inflation data. This adjustment should lower the risk of Fed falling behind the curve again.”</p><p>She said it’s too early to buy long-term bonds — or to “extend duration” in Wall Street parlance — because the labor market is too tight for the Fed to relent on its tightening campaign.</p><p>“As cash becomes more attractive, there is a lesser need to stretch for yield,” she added.</p><p>In the US afternoon, a government auction of $40 billion worth of three-year notes drew record demand from non-dealers, at yields lower than expected.</p><p>A half-point increase in March would reverse the slowdown in the pace of hikes that began in December, when a half-point increase was followed by four three-quarter-point moves. Powell and his colleagues slowed the tightening further to a quarter-point move in February, bringing the policy rate to a range of 4.5% to 4.75%.</p><p>On Tuesday, the rate on the March overnight index swap contract rose about 9 basis points to 4.98%, more than 40 basis points above the current effective fed funds rate. At that level, it fully prices in a quarter-point increase and suggests a half-point move is the most likely scenario.</p><p>Following Powell’s speech, Monetary Policy Analytics, a research firm chaired by former Fed Governor Larry Meyer, raised its forecast for the Fed fund rate at the March meeting to 50 basis points, from 25.</p><p>“The burden of proof looks significantly different after seeing Powell’s prepared remarks,” Meyer and his colleagues wrote. “Powell’s comments make it sound as though they need to be convinced not to speed the pace up. The presumption that’s been established is that they will hike 50 in March, unless they are convinced otherwise.”</p><p>Before the next policy meeting in two weeks, Powell will have more economic data to make a decision on whether a change of the tightening pace is needed, including the payroll report Friday and inflation data next Tuesday.</p><p>Powell has reinforced a view that “this a truly data-dependent central bank,” said Priya Misra, global head of rates strategy at TD Securities, and he “has injected further volatility to the pace and end point of hikes.”</p><p>“Any surprises on the upcoming payroll and CPI reports will result in a big market reaction,” she adding.</p></body></html>","source":"lsy1584095487587","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Traders Are Betting the Fed Will Hike Rates by a Half-Point in March</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; 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}\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nTraders Are Betting the Fed Will Hike Rates by a Half-Point in March\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-03-08 07:38 GMT+8 <a href=https://www.bloomberg.com/news/articles/2023-03-07/traders-see-half-point-fed-hike-in-march-as-more-likely-scenario?srnd=markets-vp><strong>Bloomberg</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Traders price in total of 100 basis points of hikes by FedPowell signaled he’s prepared for faster tightening if neededBond traders boosted bets that the Federal Reserve may re-accelerate the pace of ...</p>\n\n<a href=\"https://www.bloomberg.com/news/articles/2023-03-07/traders-see-half-point-fed-hike-in-march-as-more-likely-scenario?srnd=markets-vp\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".SPX":"S&P 500 Index",".IXIC":"NASDAQ Composite",".DJI":"道琼斯"},"source_url":"https://www.bloomberg.com/news/articles/2023-03-07/traders-see-half-point-fed-hike-in-march-as-more-likely-scenario?srnd=markets-vp","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1150777425","content_text":"Traders price in total of 100 basis points of hikes by FedPowell signaled he’s prepared for faster tightening if neededBond traders boosted bets that the Federal Reserve may re-accelerate the pace of rate increases at the policy meeting later this month, after central bank head Jerome Powell said he’s ready for faster monetary tightening if economic data justifies it.Interest-rate swaps Tuesday showed a shift in bets for the March 22 meeting, with a half-point hike seen as more likely than a quarter-point move. Traders are betting that the Fed will raise the key borrowing costs by 109 basis points to a peak of about 5.66% by September.Shorter-maturity notes led the jump in yields, deepening the inversion of the yield curve and pushing the two-year Treasury rate above 5% for the first time since 2007.An upside down-shaped curve suggests that traders anticipate a more restrictive policy that will slow down the economy significantly. The Bloomberg dollar index jumped to a level unseen since early January, while the S&P 500 Index tumbled around 1.7%.Two-year yields jumped as much as 13 basis points to 5.02%, while 10-year yields were up just 2 at 3.98%. The gap between the two- and 10-year notes widened as much as 104 basis points, marking the deepest inversion since 1981. The 30-year yields were 113 basis points below two-year rates, marking a record gap between the two.In testimony before the Senate Banking Committee, Powell said the US central bank is likely to raise interest rates higher than previously thought. “If the totality of the data were to indicate that faster tightening is warranted, we would be prepared to increase” the pace of rate hikes, he said.“He has double doses of hawkishness with potentially higher peak rates and faster pace of hiking,” said Tracy Chen, a portfolio manager at Brandywine Global Investment Management in Philadelphia. “His 25bps step-down might be premature, given the recent inflation data. This adjustment should lower the risk of Fed falling behind the curve again.”She said it’s too early to buy long-term bonds — or to “extend duration” in Wall Street parlance — because the labor market is too tight for the Fed to relent on its tightening campaign.“As cash becomes more attractive, there is a lesser need to stretch for yield,” she added.In the US afternoon, a government auction of $40 billion worth of three-year notes drew record demand from non-dealers, at yields lower than expected.A half-point increase in March would reverse the slowdown in the pace of hikes that began in December, when a half-point increase was followed by four three-quarter-point moves. Powell and his colleagues slowed the tightening further to a quarter-point move in February, bringing the policy rate to a range of 4.5% to 4.75%.On Tuesday, the rate on the March overnight index swap contract rose about 9 basis points to 4.98%, more than 40 basis points above the current effective fed funds rate. At that level, it fully prices in a quarter-point increase and suggests a half-point move is the most likely scenario.Following Powell’s speech, Monetary Policy Analytics, a research firm chaired by former Fed Governor Larry Meyer, raised its forecast for the Fed fund rate at the March meeting to 50 basis points, from 25.“The burden of proof looks significantly different after seeing Powell’s prepared remarks,” Meyer and his colleagues wrote. “Powell’s comments make it sound as though they need to be convinced not to speed the pace up. The presumption that’s been established is that they will hike 50 in March, unless they are convinced otherwise.”Before the next policy meeting in two weeks, Powell will have more economic data to make a decision on whether a change of the tightening pace is needed, including the payroll report Friday and inflation data next Tuesday.Powell has reinforced a view that “this a truly data-dependent central bank,” said Priya Misra, global head of rates strategy at TD Securities, and he “has injected further volatility to the pace and end point of hikes.”“Any surprises on the upcoming payroll and CPI reports will result in a big market reaction,” she adding.","news_type":1},"isVote":1,"tweetType":1,"viewCount":138,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9940790145,"gmtCreate":1678157018788,"gmtModify":1678157022535,"author":{"id":"3557024931927052","authorId":"3557024931927052","name":"nctony","avatar":"https://static.tigerbbs.com/1449dfc5089ded0e8efe303fd4dd43b1","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3557024931927052","idStr":"3557024931927052"},"themes":[],"htmlText":"OMG","listText":"OMG","text":"OMG","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9940790145","repostId":"1192308121","repostType":2,"repost":{"id":"1192308121","kind":"news","pubTimestamp":1678161655,"share":"https://ttm.financial/m/news/1192308121?lang=&edition=fundamental","pubTime":"2023-03-07 12:00","market":"us","language":"en","title":"Meta Is Said to Plan Thousands More Layoffs as Soon as This Week","url":"https://stock-news.laohu8.com/highlight/detail?id=1192308121","media":"Bloomberg","summary":"Second round of cuts in four months driven by efficiency pushSocial networking giant may finalize pl","content":"<html><head></head><body><ul><li>Second round of cuts in four months driven by efficiency push</li><li>Social networking giant may finalize plans in the next week</li></ul><p>Meta Platforms Inc., the owner of Facebook and Instagram, is planning a fresh round of layoffs and will cut thousands of employees as soon as this week, according to people familiar with the matter.</p><p>The world’s largest social networking company is eliminating more jobs, on top of a13%reduction in November, in a bid to become a more efficient organization. In its earlier round of cuts, Meta slashed 11,000 workers in what was its first-ever major layoff. The company has also been working to flatten its organization, giving buyout packages to managers and cutting whole teams it deems nonessential, Bloomberg News reported in February, a move that is still being finalized and could affect thousands of staffers.</p><p>The imminent round of cuts is being driven by financial targets and is separate from the “flattening,” said the people, who asked not to be identified discussing internal matters. Meta, which has seen a slowdown in advertising revenue and has shifted focus to a virtual-reality platform called the metaverse, has been asking directors and vice presidents to make lists of employees that can be let go, the people said. A Meta spokesperson declined to comment on the plans on Monday.</p><p>This phase of layoffs could be finalized in the next week, according to the people. Those working on the plan are hoping to have it ready before Chief Executive Officer Mark Zuckerberg goes on parental leave for his third child, which may be imminent, one person said.</p><p>The November cuts were a surprise, but another round of firings has been widely anticipated by the Meta workforce. Zuckerberg has dubbed 2023 Meta’s “year of efficiency,” and the company has been communicating that theme to employees during performance reviews, which were completed last week, the people said.</p><p>Workers at the Menlo Park, California-based company described heightened anxiety and low morale among colleagues lately. Some employees expressed worry about whether they’d receive their bonuses, which are set to be distributed this month, if they lose their jobs beforehand, the people said.</p></body></html>","source":"lsy1584095487587","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Meta Is Said to Plan Thousands More Layoffs as Soon as This Week</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\">\nMeta Is Said to Plan Thousands More Layoffs as Soon as This Week\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-03-07 12:00 GMT+8 <a href=https://www.bloomberg.com/news/articles/2023-03-07/meta-is-said-to-plan-thousands-more-layoffs-as-soon-as-this-week?srnd=premium><strong>Bloomberg</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Second round of cuts in four months driven by efficiency pushSocial networking giant may finalize plans in the next weekMeta Platforms Inc., the owner of Facebook and Instagram, is planning a fresh ...</p>\n\n<a href=\"https://www.bloomberg.com/news/articles/2023-03-07/meta-is-said-to-plan-thousands-more-layoffs-as-soon-as-this-week?srnd=premium\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"META":"Meta Platforms, Inc."},"source_url":"https://www.bloomberg.com/news/articles/2023-03-07/meta-is-said-to-plan-thousands-more-layoffs-as-soon-as-this-week?srnd=premium","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1192308121","content_text":"Second round of cuts in four months driven by efficiency pushSocial networking giant may finalize plans in the next weekMeta Platforms Inc., the owner of Facebook and Instagram, is planning a fresh round of layoffs and will cut thousands of employees as soon as this week, according to people familiar with the matter.The world’s largest social networking company is eliminating more jobs, on top of a13%reduction in November, in a bid to become a more efficient organization. In its earlier round of cuts, Meta slashed 11,000 workers in what was its first-ever major layoff. The company has also been working to flatten its organization, giving buyout packages to managers and cutting whole teams it deems nonessential, Bloomberg News reported in February, a move that is still being finalized and could affect thousands of staffers.The imminent round of cuts is being driven by financial targets and is separate from the “flattening,” said the people, who asked not to be identified discussing internal matters. Meta, which has seen a slowdown in advertising revenue and has shifted focus to a virtual-reality platform called the metaverse, has been asking directors and vice presidents to make lists of employees that can be let go, the people said. A Meta spokesperson declined to comment on the plans on Monday.This phase of layoffs could be finalized in the next week, according to the people. Those working on the plan are hoping to have it ready before Chief Executive Officer Mark Zuckerberg goes on parental leave for his third child, which may be imminent, one person said.The November cuts were a surprise, but another round of firings has been widely anticipated by the Meta workforce. Zuckerberg has dubbed 2023 Meta’s “year of efficiency,” and the company has been communicating that theme to employees during performance reviews, which were completed last week, the people said.Workers at the Menlo Park, California-based company described heightened anxiety and low morale among colleagues lately. Some employees expressed worry about whether they’d receive their bonuses, which are set to be distributed this month, if they lose their jobs beforehand, the people said.","news_type":1},"isVote":1,"tweetType":1,"viewCount":97,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9940436368,"gmtCreate":1678100485355,"gmtModify":1678100489258,"author":{"id":"3557024931927052","authorId":"3557024931927052","name":"nctony","avatar":"https://static.tigerbbs.com/1449dfc5089ded0e8efe303fd4dd43b1","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3557024931927052","idStr":"3557024931927052"},"themes":[],"htmlText":"Confident with it[Miser] [Miser] [Miser] [Miser] ","listText":"Confident with it[Miser] [Miser] [Miser] [Miser] ","text":"Confident with it[Miser] [Miser] [Miser] [Miser]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9940436368","repostId":"2317197843","repostType":4,"repost":{"id":"2317197843","kind":"news","pubTimestamp":1678087307,"share":"https://ttm.financial/m/news/2317197843?lang=&edition=fundamental","pubTime":"2023-03-06 15:21","market":"us","language":"en","title":"PayPal: One Of The Best Values In Growth","url":"https://stock-news.laohu8.com/highlight/detail?id=2317197843","media":"Seeking Alpha","summary":"SummaryPayPal delivered one of its best quarters in recent history.Earnings guidance was impressive,","content":"<html><head></head><body><h2>Summary</h2><ul><li>PayPal delivered one of its best quarters in recent history.</li><li>Earnings guidance was impressive, but the stock is still lower.</li><li>We tell you why and where we think you should buy this.</li></ul><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/551473c89ab5b8d58167491cc704f2b7\" tg-width=\"1080\" tg-height=\"769\" width=\"100%\" height=\"auto\"/><span>Here Lie The Hopes And Dreams Of Those That Bought PayPal At $300</span></p><p>While we had been bullish on PayPal Holdings, Inc. (NASDAQ:PYPL) for a few choice months last year, we had a neutral stance in our most recent piece back in November.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/7399f34e62dc59fa7c49e76d65c0489e\" tg-width=\"872\" tg-height=\"287\" width=\"100%\" height=\"auto\"/><span>Seeking Alpha</span></p><p>We thought a bounce was imminent when we wrote our bullish piece since the valuation had compressed sufficiently. While we were not all the way there yet, options offered lucrative earnings for a defensive entry price.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/f1a30a53cce026da915feac49c2ccdb8\" tg-width=\"392\" tg-height=\"584\" width=\"100%\" height=\"auto\"/><span>PayPal: Valuation Hits All-Time Low</span></p><p>With the price appreciation in the months following that piece, the above trade could have been closed with capture of almost 100% of the premiums without waiting out the whole term as we had suggested in our following article. We were back in the neutral camp once we reviewed the Q3results in light of the prevailing macro environment. The revenue run rate was just about keeping up with the nominal GDP and transaction volumes were trending downward. On the other hand, while the transaction and operating margins were down year over year, they held up better than our expectations. With growth firmly in the past tense, we arrived at the fair value for this stock using free cash flow adjusted for stock based compensation. The number was 17X and concluded with:</p><blockquote>PYPL is fairly valued today and unlikely to move much higher. Downside risks stem from margin compression and a possible recession. At 5% risk free rates, one could argue that PYPL should be valued at a 13-15X free cash flow multiple, especially since there is growth on the immediate horizon. We rate the stock at neutral/hold. We would now consider option entries only at $60 or lower and would close out our earlier suggested cash secured puts for $70 strike.</blockquote><p>Source: PayPal: How To Value It Now That Growth Is Gone</p><p>The stock price has been more or less flat since then, performing in line with another fintech fan favorite Upstart Holdings, Inc. (UPST).</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/816ad50d6327d4a39d1fa8e94541b16b\" tg-width=\"635\" tg-height=\"467\" width=\"100%\" height=\"auto\"/><span>Data by YCharts</span></p><p>We take a look at the Q4 results next.</p><h2>Q4-2022</h2><p>Q4-2022 was a good quarter and PYPL delivered a solid beat in earnings even though revenue came in a shade under estimates. This was definitely stronger than our outlook as we expected margins to stay weak.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/4ef04d5338700c2902479d82e0741fbe\" tg-width=\"640\" tg-height=\"473\" width=\"100%\" height=\"auto\"/><span>PYPL Q4-2022 Presentation</span></p><p>Active accounts grew once more, despite intense competition and payments transactions were up 7%. In the slide below, you can see the transaction margin which, while lower than the 52.3% we saw last year, is still relatively healthy.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/c292b6118b8dbbe6ea57388c5f0f2623\" tg-width=\"640\" tg-height=\"436\" width=\"100%\" height=\"auto\"/><span>Q4-2022 Earnings Release</span></p><p>That same transaction margin led to an operating margin that expanded versus the 15.2% seen at the end of last year.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/97b9384fa4a6a567d815a1583767ee32\" tg-width=\"619\" tg-height=\"646\" width=\"100%\" height=\"auto\"/><span>PYPL Q4-2022 Presentation</span></p><p>PayPal raised the ante for the bears by providing their best guidance in at least the last 4 quarters. Q1-2023 will show a 23-25% earnings growth, a number that was way ahead of analysts' estimates.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/7ca21d03f1179ce91e1f59b6b89103f5\" tg-width=\"640\" tg-height=\"238\" width=\"100%\" height=\"auto\"/><span>PYPL Q4-2022 Presentation</span></p><p>For the full year, earnings per share are expected to come in at $4.87.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/5dbefce1b99d9de36b67a121999d68e0\" tg-width=\"640\" tg-height=\"318\" width=\"100%\" height=\"auto\"/><span>PYPL Q4-2022 Presentation</span></p><h2>Our Take</h2><p>The market did not get too impressed with those results and the early gains were squandered in the days ahead.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/4abc1b59883a386fc077600252d7d24b\" tg-width=\"635\" tg-height=\"433\" width=\"100%\" height=\"auto\"/><span>Data by YCharts</span></p><p>Bulls might be frustrated here and wondering exactly what the company needs to do to catch a break. There are three different parts to this answer. The first is that revenues are always the story for growth stocks. You can dance on the earnings beat, but if revenues come in under, there will be pressure. So the fact that 38 analysts brought down their revenue numbers, while 37 revised their earnings estimates higher, has a lot to do with this.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/e5d12c5c30c1e8623aca705f0858166d\" tg-width=\"640\" tg-height=\"103\" width=\"100%\" height=\"auto\"/><span>Seeking Alpha-PYPL</span></p><p>On the revenue side, estimates have been falling for quite some time as PayPal is maturing as a growth play. Estimates for 2026 are down almost 30% in the last 6 months.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/5f3dde67587c2408cff2705abbce40d4\" tg-width=\"640\" tg-height=\"74\" width=\"100%\" height=\"auto\"/><span>Seeking Alpha</span></p><p>This is basically what happens when analysts take a current growth trajectory and extrapolate it into infinity. When the cycle normalizes, there are these unrealistic expectations which need to be grounded.</p><p>The second part is that analysts still think that margins will continue expanding, as evidenced by EPS growth being stronger than revenue growth.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/b29298304cc1cf06134af284b234a7cd\" tg-width=\"640\" tg-height=\"87\" width=\"100%\" height=\"auto\"/><span>PYPL Q4-2022 Presentation</span></p><p>While that may play out for 2023, we think beyond that, they may again have to cut estimates. We think markets already know this and are discounting a very slow growing company in the future.</p><h2>Valuation</h2><p>The final piece is the valuation story. At 15X earnings, PYPL stock might appear to be a growth investor's dream. Certainly when investors were paying <b><i>17X sales</i></b> in 2021, the odds were firmly stacked against them.<i>The problem of course is that those are non-GAAP earnings and exclude $1.31 billion of stock based compensation.</i></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/42fd63a9cab08e20fbe5f4ffb0f4e299\" tg-width=\"640\" tg-height=\"678\" width=\"100%\" height=\"auto\"/><span>PYPL Q4-2022 Presentation</span></p><p>This works with PYPL issuing stock to employees and the repurchasing that as a way of deploying free cash flow. We and most analysts that have invested outside of the bubble years of 2020 and 2021, believe that the GAAP number is actually quite appropriate.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/e47786be1d5ad118ef51affd1954fab6\" tg-width=\"640\" tg-height=\"320\" width=\"100%\" height=\"auto\"/><span>PYPL Q4-2022 Presentation</span></p><p>An alternative is to compute the adjusted free cash flow yield by taking the company provided free cash flow and subtracting the stock based compensation out. The rationale is that the initial portion of the stock buyback is just being used as an offset to keep share counts static, you really should not be giving the company credit for that. So adjusted free cash flow works to around $3.7 billion. <b><i>On the current market capitalization, you have a 4.3% adjusted free cash flow yield.</i></b></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/f38f9de78b947fbebc7f9beddd7700e9\" tg-width=\"635\" tg-height=\"417\" width=\"100%\" height=\"auto\"/><span>Data by YCharts</span></p><p>We hate to break it to you, but that is not much in an era of 5.5% risk free Federal Funds rate.</p><h2>Verdict</h2><p>The good news is that PYPL does have a respectable valuation. 4.3% adjusted free cash flow yield or 23 times GAAP earnings are actually very nice valuations relative to what madness transpired over the markets in the last 2 years. The bad news is that it is not remotely low enough if you understand the history of bubbles. Bubbles end with extreme undervaluation and we are not there yet. Cisco Systems, Inc. (CSCO), Microsoft Corp. (MSFT) and Intel Corp. (INTC) are all good examples that found a true bottom in March 2009 as their PE ratios markedly compressed from Dotcom days.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/2af74d17f9f594791c83ae600fcaa15c\" tg-width=\"635\" tg-height=\"450\" width=\"100%\" height=\"auto\"/><span>Data by YCharts</span></p><p>Yes, that was during the global financial crisis, but you can see that journey was 85% complete even before the collapse we saw in the latter half of 2008. We will add here that the interest rates were slashed to the bone and the stocks still became that cheap. At the minimum you should expect a similar outcome when interest rates are so high and climbing.</p><p>While PYPL is one of the few growth stocks with respectable valuations, we don't think the journey is over. If you embrace that forecast, the best way to play it is to sell cash secured puts at $60 or lower strikes, after the stock takes rough tumble. We rate this a hold at present. Marrying our thinking on PYPL with our outlook on the market, makes us believe that a longer term buying opportunity will present itself in late 2023.</p><p><i>Please note that this is not financial advice. It may seem like it, sound like it, but surprisingly, it is not. Investors are expected to do their own due diligence and consult with a professional who knows their objectives and constraints.</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>PayPal: One Of The Best Values In Growth</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\">\nPayPal: One Of The Best Values In Growth\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-03-06 15:21 GMT+8 <a href=https://seekingalpha.com/article/4584663-paypal-one-best-values-growth><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryPayPal delivered one of its best quarters in recent history.Earnings guidance was impressive, but the stock is still lower.We tell you why and where we think you should buy this.Here Lie The ...</p>\n\n<a href=\"https://seekingalpha.com/article/4584663-paypal-one-best-values-growth\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4106":"数据处理与外包服务","BK4554":"元宇宙及AR概念","LU2023251221.USD":"ALLIANZ GLOBAL SUSTAINABILITY \"AM\" (USD) INC","BK4585":"ETF&股票定投概念","BK4534":"瑞士信贷持仓","BK4533":"AQR资本管理(全球第二大对冲基金)","BK4566":"资本集团","LU2089284900.SGD":"Allianz Global Sustainability Cl AM Dis H2-SGD","BK4524":"宅经济概念","BK4535":"淡马锡持仓","BK4527":"明星科技股","BK4588":"碎股","LU1861217088.USD":"贝莱德金融科技A2","PYPL":"PayPal","LU1861220207.SGD":"Blackrock FinTech A2 SGD-H","BK4551":"寇图资本持仓","LU0158827948.USD":"ALLIANZ GLOBAL SUSTAINABILITY \"A\" (USD) INC","BK4581":"高盛持仓","LU2089283258.USD":"安联环球可持续基金Cl AM Dis"},"source_url":"https://seekingalpha.com/article/4584663-paypal-one-best-values-growth","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"2317197843","content_text":"SummaryPayPal delivered one of its best quarters in recent history.Earnings guidance was impressive, but the stock is still lower.We tell you why and where we think you should buy this.Here Lie The Hopes And Dreams Of Those That Bought PayPal At $300While we had been bullish on PayPal Holdings, Inc. (NASDAQ:PYPL) for a few choice months last year, we had a neutral stance in our most recent piece back in November.Seeking AlphaWe thought a bounce was imminent when we wrote our bullish piece since the valuation had compressed sufficiently. While we were not all the way there yet, options offered lucrative earnings for a defensive entry price.PayPal: Valuation Hits All-Time LowWith the price appreciation in the months following that piece, the above trade could have been closed with capture of almost 100% of the premiums without waiting out the whole term as we had suggested in our following article. We were back in the neutral camp once we reviewed the Q3results in light of the prevailing macro environment. The revenue run rate was just about keeping up with the nominal GDP and transaction volumes were trending downward. On the other hand, while the transaction and operating margins were down year over year, they held up better than our expectations. With growth firmly in the past tense, we arrived at the fair value for this stock using free cash flow adjusted for stock based compensation. The number was 17X and concluded with:PYPL is fairly valued today and unlikely to move much higher. Downside risks stem from margin compression and a possible recession. At 5% risk free rates, one could argue that PYPL should be valued at a 13-15X free cash flow multiple, especially since there is growth on the immediate horizon. We rate the stock at neutral/hold. We would now consider option entries only at $60 or lower and would close out our earlier suggested cash secured puts for $70 strike.Source: PayPal: How To Value It Now That Growth Is GoneThe stock price has been more or less flat since then, performing in line with another fintech fan favorite Upstart Holdings, Inc. (UPST).Data by YChartsWe take a look at the Q4 results next.Q4-2022Q4-2022 was a good quarter and PYPL delivered a solid beat in earnings even though revenue came in a shade under estimates. This was definitely stronger than our outlook as we expected margins to stay weak.PYPL Q4-2022 PresentationActive accounts grew once more, despite intense competition and payments transactions were up 7%. In the slide below, you can see the transaction margin which, while lower than the 52.3% we saw last year, is still relatively healthy.Q4-2022 Earnings ReleaseThat same transaction margin led to an operating margin that expanded versus the 15.2% seen at the end of last year.PYPL Q4-2022 PresentationPayPal raised the ante for the bears by providing their best guidance in at least the last 4 quarters. Q1-2023 will show a 23-25% earnings growth, a number that was way ahead of analysts' estimates.PYPL Q4-2022 PresentationFor the full year, earnings per share are expected to come in at $4.87.PYPL Q4-2022 PresentationOur TakeThe market did not get too impressed with those results and the early gains were squandered in the days ahead.Data by YChartsBulls might be frustrated here and wondering exactly what the company needs to do to catch a break. There are three different parts to this answer. The first is that revenues are always the story for growth stocks. You can dance on the earnings beat, but if revenues come in under, there will be pressure. So the fact that 38 analysts brought down their revenue numbers, while 37 revised their earnings estimates higher, has a lot to do with this.Seeking Alpha-PYPLOn the revenue side, estimates have been falling for quite some time as PayPal is maturing as a growth play. Estimates for 2026 are down almost 30% in the last 6 months.Seeking AlphaThis is basically what happens when analysts take a current growth trajectory and extrapolate it into infinity. When the cycle normalizes, there are these unrealistic expectations which need to be grounded.The second part is that analysts still think that margins will continue expanding, as evidenced by EPS growth being stronger than revenue growth.PYPL Q4-2022 PresentationWhile that may play out for 2023, we think beyond that, they may again have to cut estimates. We think markets already know this and are discounting a very slow growing company in the future.ValuationThe final piece is the valuation story. At 15X earnings, PYPL stock might appear to be a growth investor's dream. Certainly when investors were paying 17X sales in 2021, the odds were firmly stacked against them.The problem of course is that those are non-GAAP earnings and exclude $1.31 billion of stock based compensation.PYPL Q4-2022 PresentationThis works with PYPL issuing stock to employees and the repurchasing that as a way of deploying free cash flow. We and most analysts that have invested outside of the bubble years of 2020 and 2021, believe that the GAAP number is actually quite appropriate.PYPL Q4-2022 PresentationAn alternative is to compute the adjusted free cash flow yield by taking the company provided free cash flow and subtracting the stock based compensation out. The rationale is that the initial portion of the stock buyback is just being used as an offset to keep share counts static, you really should not be giving the company credit for that. So adjusted free cash flow works to around $3.7 billion. On the current market capitalization, you have a 4.3% adjusted free cash flow yield.Data by YChartsWe hate to break it to you, but that is not much in an era of 5.5% risk free Federal Funds rate.VerdictThe good news is that PYPL does have a respectable valuation. 4.3% adjusted free cash flow yield or 23 times GAAP earnings are actually very nice valuations relative to what madness transpired over the markets in the last 2 years. The bad news is that it is not remotely low enough if you understand the history of bubbles. Bubbles end with extreme undervaluation and we are not there yet. Cisco Systems, Inc. (CSCO), Microsoft Corp. (MSFT) and Intel Corp. (INTC) are all good examples that found a true bottom in March 2009 as their PE ratios markedly compressed from Dotcom days.Data by YChartsYes, that was during the global financial crisis, but you can see that journey was 85% complete even before the collapse we saw in the latter half of 2008. We will add here that the interest rates were slashed to the bone and the stocks still became that cheap. At the minimum you should expect a similar outcome when interest rates are so high and climbing.While PYPL is one of the few growth stocks with respectable valuations, we don't think the journey is over. If you embrace that forecast, the best way to play it is to sell cash secured puts at $60 or lower strikes, after the stock takes rough tumble. We rate this a hold at present. Marrying our thinking on PYPL with our outlook on the market, makes us believe that a longer term buying opportunity will present itself in late 2023.Please note that this is not financial advice. It may seem like it, sound like it, but surprisingly, it is not. Investors are expected to do their own due diligence and consult with a professional who knows their objectives and constraints.","news_type":1},"isVote":1,"tweetType":1,"viewCount":216,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9940348855,"gmtCreate":1677720678778,"gmtModify":1677720682948,"author":{"id":"3557024931927052","authorId":"3557024931927052","name":"nctony","avatar":"https://static.tigerbbs.com/1449dfc5089ded0e8efe303fd4dd43b1","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3557024931927052","idStr":"3557024931927052"},"themes":[],"htmlText":"He never give up ","listText":"He never give up ","text":"He never give up","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":18,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9940348855","repostId":"1124598150","repostType":2,"repost":{"id":"1124598150","kind":"news","pubTimestamp":1677720125,"share":"https://ttm.financial/m/news/1124598150?lang=&edition=fundamental","pubTime":"2023-03-02 09:22","market":"us","language":"en","title":"Musk’s Tesla Master Plan Disappoints, No Detail on New Cars","url":"https://stock-news.laohu8.com/highlight/detail?id=1124598150","media":"Bloomberg","summary":"Tesla shares fall in extended trade, no new products unveiledMusk sees potential for clean energy wi","content":"<html><head></head><body><ul><li>Tesla shares fall in extended trade, no new products unveiled</li><li>Musk sees potential for clean energy with little sacrifice</li></ul><p><img src=\"https://static.tigerbbs.com/4669e6996614a0dbc33a8a507a38bd13\" tg-width=\"390\" tg-height=\"293\" referrerpolicy=\"no-referrer\"/></p><p>Elon Musk’s much-ballyhooed third Master Plan for Tesla Inc. fell flat with investors after failing to offer any firm detail on the company’s long-awaited next generation of electric cars.</p><p>The four-hour presentation was long on Musk’s vision to lead the world’s transition to sustainable energy, but short on any detail on new products.</p><p>While he confirmed a new plant in Monterrey, Mexico will build the next generation of vehicles, he offered no details on timing, saying a “proper product event” will be held another time. Lars Moravy, Tesla’s vice-president of vehicle engineering was similarly vague, answering an analyst question on timing with only: “We’re gonna go as fast as we can.”</p><p>The longer the event went on, the more investors appeared to lose heart. Tesla shares fell as much as 6.8% to $189 in after-hours trading. Before today, the stock had soared from a two-year low it plumbed in early January, adding roughly $310 billion of market value and returning Musk to the top of the Bloomberg Billionaires Index.</p><p>Musk, 51, started the event by outlining his vision for a global switch to electric vehicles, driven by $10 trillion in spending to develop sustainable energy worldwide. The company’s investor event was streamed live from Tesla’s factory in Austin, Texas.</p><p>“Earth will move to a sustainable energy economy,” Tesla’s chief executive officer said. “And it will happen in your lifetime.”</p><blockquote>Key Takeaways From Tesla’s Investor Day:</blockquote><ul><li>Musk didn’t unveil the <b>next-generation</b> vehicle platform or car. Instead, he and his colleagues spent a lot of time talking about operational efficiencies and efforts to drive down costs.</li><li><b>Wall Street</b> was expecting a lot more about the next-generation vehicle, and the event lacked a big headline. The shares declined in after-hours trading.</li><li>Musk confirmed that Tesla will build its next auto plant in <b>Mexico</b>, near Monterrey, but didn’t provide any fresh details except that the next-generation car will be built there.</li><li>Drew Baglino, Tesla’s senior vice president of powertrain and energy engineering, confirmed that the company has broken ground on a <b>lithium refining</b> plant in Corpus Christi, Texas.</li><li>Tesla used the event to showcase its <b>deep bench of executive talent</b>, including people that we have never heard from before. At the end, during the Q&A, Musk shared the stage with 16 other people.</li></ul><p>In its own drive for efficiency, the EV maker plans to reduce the footprint of future manufacturing plants by 40%. Chief Financial Officer Zach Kirkhorn vowed to cut production costs in half for Tesla’s next-generation vehicles.</p><p>One product Tesla could expand to is heat pumps. Musk and Drew Baglino, his senior vice president of powertrain and energy engineering, said heat pumps could dramatically cut home and office-heating costs, calling them one of the low hanging fruit of the transition to sustainable energy.</p><p>Tesla went to great lengths to introduce several executives who are largely unknown to investors. For example, Rebecca Tinucci, the head of global charging infrastructure, took to the stage to talk about the company’s Supercharger network and the “Magic Dock” that lets drivers of other EVs charge at Tesla stations.</p><p>Musk bought Twitter in October, leading some investors to wonder if he’s spread himself too thin. Letting so many other executives share the limelight shows Tesla has a deep bench of talent.</p><p>The company also touted its growing ability to get production facilities up and running quickly. Tesla said it has broken ground on a lithium refinery in Corpus Christi, Texas, and aims to start output of battery-grade lithium chemicals within 12 months.</p><p>“That’s the target,” Baglino said.</p><p>Tesla did say again that the Cybertruck is coming this year, with volume production expected in 2024.</p><p>The new corporate vision aims to build upon the US electric vehicle market leader’s growth from a niche player into a mainstream automotive manufacturer. Tesla’s two previous strategic plans were unveiled in 2006 and 2016.</p><p>Scores of investors flocked to Austin for the invitation-only event, where Tesla planned to showcase its “most advanced production line.”</p><p>Musk published hisfirst Master Planmore than a decade ago, laying out Tesla’s go-to-market strategy of building an electric sports car, then a series of more affordable cars. The company has executed on that vision with the Roadster, the Model S and then the Model 3 sedan — its cheapest vehicle which starts at around $43,000.</p><p>Ten years later, Musk releasedMaster Plan, Part Deux,as Tesla was acquiring SolarCity. Musk served as chairman of the solar-panel installer, which was led by his cousins. That plan talked about solar roofs with battery storage, an expanded vehicle lineup and self-driving technology.</p></body></html>","source":"lsy1584095487587","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Musk’s Tesla Master Plan Disappoints, No Detail on New Cars</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\">\nMusk’s Tesla Master Plan Disappoints, No Detail on New Cars\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-03-02 09:22 GMT+8 <a href=https://www.bloomberg.com/news/articles/2023-03-01/musk-sees-sustainable-energy-world-at-tesla-master-plan-3-day?srnd=premium><strong>Bloomberg</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Tesla shares fall in extended trade, no new products unveiledMusk sees potential for clean energy with little sacrificeElon Musk’s much-ballyhooed third Master Plan for Tesla Inc. fell flat with ...</p>\n\n<a href=\"https://www.bloomberg.com/news/articles/2023-03-01/musk-sees-sustainable-energy-world-at-tesla-master-plan-3-day?srnd=premium\">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.bloomberg.com/news/articles/2023-03-01/musk-sees-sustainable-energy-world-at-tesla-master-plan-3-day?srnd=premium","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1124598150","content_text":"Tesla shares fall in extended trade, no new products unveiledMusk sees potential for clean energy with little sacrificeElon Musk’s much-ballyhooed third Master Plan for Tesla Inc. fell flat with investors after failing to offer any firm detail on the company’s long-awaited next generation of electric cars.The four-hour presentation was long on Musk’s vision to lead the world’s transition to sustainable energy, but short on any detail on new products.While he confirmed a new plant in Monterrey, Mexico will build the next generation of vehicles, he offered no details on timing, saying a “proper product event” will be held another time. Lars Moravy, Tesla’s vice-president of vehicle engineering was similarly vague, answering an analyst question on timing with only: “We’re gonna go as fast as we can.”The longer the event went on, the more investors appeared to lose heart. Tesla shares fell as much as 6.8% to $189 in after-hours trading. Before today, the stock had soared from a two-year low it plumbed in early January, adding roughly $310 billion of market value and returning Musk to the top of the Bloomberg Billionaires Index.Musk, 51, started the event by outlining his vision for a global switch to electric vehicles, driven by $10 trillion in spending to develop sustainable energy worldwide. The company’s investor event was streamed live from Tesla’s factory in Austin, Texas.“Earth will move to a sustainable energy economy,” Tesla’s chief executive officer said. “And it will happen in your lifetime.”Key Takeaways From Tesla’s Investor Day:Musk didn’t unveil the next-generation vehicle platform or car. Instead, he and his colleagues spent a lot of time talking about operational efficiencies and efforts to drive down costs.Wall Street was expecting a lot more about the next-generation vehicle, and the event lacked a big headline. The shares declined in after-hours trading.Musk confirmed that Tesla will build its next auto plant in Mexico, near Monterrey, but didn’t provide any fresh details except that the next-generation car will be built there.Drew Baglino, Tesla’s senior vice president of powertrain and energy engineering, confirmed that the company has broken ground on a lithium refining plant in Corpus Christi, Texas.Tesla used the event to showcase its deep bench of executive talent, including people that we have never heard from before. At the end, during the Q&A, Musk shared the stage with 16 other people.In its own drive for efficiency, the EV maker plans to reduce the footprint of future manufacturing plants by 40%. Chief Financial Officer Zach Kirkhorn vowed to cut production costs in half for Tesla’s next-generation vehicles.One product Tesla could expand to is heat pumps. Musk and Drew Baglino, his senior vice president of powertrain and energy engineering, said heat pumps could dramatically cut home and office-heating costs, calling them one of the low hanging fruit of the transition to sustainable energy.Tesla went to great lengths to introduce several executives who are largely unknown to investors. For example, Rebecca Tinucci, the head of global charging infrastructure, took to the stage to talk about the company’s Supercharger network and the “Magic Dock” that lets drivers of other EVs charge at Tesla stations.Musk bought Twitter in October, leading some investors to wonder if he’s spread himself too thin. Letting so many other executives share the limelight shows Tesla has a deep bench of talent.The company also touted its growing ability to get production facilities up and running quickly. Tesla said it has broken ground on a lithium refinery in Corpus Christi, Texas, and aims to start output of battery-grade lithium chemicals within 12 months.“That’s the target,” Baglino said.Tesla did say again that the Cybertruck is coming this year, with volume production expected in 2024.The new corporate vision aims to build upon the US electric vehicle market leader’s growth from a niche player into a mainstream automotive manufacturer. Tesla’s two previous strategic plans were unveiled in 2006 and 2016.Scores of investors flocked to Austin for the invitation-only event, where Tesla planned to showcase its “most advanced production line.”Musk published hisfirst Master Planmore than a decade ago, laying out Tesla’s go-to-market strategy of building an electric sports car, then a series of more affordable cars. The company has executed on that vision with the Roadster, the Model S and then the Model 3 sedan — its cheapest vehicle which starts at around $43,000.Ten years later, Musk releasedMaster Plan, Part Deux,as Tesla was acquiring SolarCity. Musk served as chairman of the solar-panel installer, which was led by his cousins. That plan talked about solar roofs with battery storage, an expanded vehicle lineup and self-driving technology.","news_type":1},"isVote":1,"tweetType":1,"viewCount":91,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9940962259,"gmtCreate":1677653757271,"gmtModify":1677653760047,"author":{"id":"3557024931927052","authorId":"3557024931927052","name":"nctony","avatar":"https://static.tigerbbs.com/1449dfc5089ded0e8efe303fd4dd43b1","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3557024931927052","idStr":"3557024931927052"},"themes":[],"htmlText":"Will be good [Miser] [Miser] ","listText":"Will be good [Miser] [Miser] ","text":"Will be good [Miser] [Miser]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9940962259","repostId":"2316653689","repostType":2,"repost":{"id":"2316653689","kind":"highlight","pubTimestamp":1677652059,"share":"https://ttm.financial/m/news/2316653689?lang=&edition=fundamental","pubTime":"2023-03-01 14:27","market":"us","language":"en","title":"NIO Q4 Earnings Preview: All Eyes on 2023 Projections After Recent Delivery Numbers","url":"https://stock-news.laohu8.com/highlight/detail?id=2316653689","media":"Seekingalpha","summary":"NIO is scheduled to announce Q4 earnings results on Wednesday, March 1st, before market open.The con","content":"<html><head></head><body><p><a href=\"https://laohu8.com/S/NIO\">NIO</a> is scheduled to announce Q4 earnings results on Wednesday, March 1st, before market open.</p><p>The consensus EPS Estimate is -$0.23 (-43.8% Y/Y) and the consensus Revenue Estimate is $2.56B (+65.2% Y/Y).</p><p>Investors can find confidence in the fact that fellow Chinese EV maker Li Auto (LI) posted a Q4 earnings beat and issued a rosy outlook.</p><p>Nio (NIO) delivered 122,486 vehicles in 2022, increasing by 34.0% Y/Y and with a record monthly delivery of 15,815 vehicles in the final month of the year.</p><p>All eyes will also be focused on the Shanghai-based automaker's projections for 2023. Shares rallied at the start of 2022 but soon began to dip amid a slow reopen of China from covid lockdown and the end of subsidies for EV makers.</p><p><img src=\"https://static.tigerbbs.com/472d72501abcb2a6c6abc941c61da1bf\" tg-width=\"1280\" tg-height=\"442\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>Mizuho holds a "cautiously optimistic" view for Nio in 2023, estimating strong deliveries and production as China continues reopening and production ramps up following a scheduled shutdown. Five new model launches and ramps in 2023 could also be tailwinds.</p><p>The automaker has plans to build a new factory to produce a new brand of budget EVs for export to Europe, according to a recent Reuters report.</p><p>Recent SA contributor analyses have also been positive, with Stone Fox Capital recently suggesting that although Nio (NIO) started the year off with weak deliveries in January, it should guide to improving numbers by Q2 2023.</p><p>Nio has continued its momentum into January and has delivery potential but, also faces short-term headwinds due to "growing pricing pressure in the EV industry" according to The Asian Investor.</p><p>Over the last 2 years, NIO has beaten EPS estimates 63% of the time and has beaten revenue estimates 88% of the time.</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 Q4 Earnings Preview: All Eyes on 2023 Projections After Recent Delivery Numbers</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 Q4 Earnings Preview: All Eyes on 2023 Projections After Recent Delivery Numbers\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-03-01 14:27 GMT+8 <a href=https://seekingalpha.com/news/3941992-nio-q4-earnings-preview-all-eyes-on-2023-projections-after-recent-delivery-numbers><strong>Seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>NIO is scheduled to announce Q4 earnings results on Wednesday, March 1st, before market open.The consensus EPS Estimate is -$0.23 (-43.8% Y/Y) and the consensus Revenue Estimate is $2.56B (+65.2% Y/Y)...</p>\n\n<a href=\"https://seekingalpha.com/news/3941992-nio-q4-earnings-preview-all-eyes-on-2023-projections-after-recent-delivery-numbers\">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/news/3941992-nio-q4-earnings-preview-all-eyes-on-2023-projections-after-recent-delivery-numbers","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"2316653689","content_text":"NIO is scheduled to announce Q4 earnings results on Wednesday, March 1st, before market open.The consensus EPS Estimate is -$0.23 (-43.8% Y/Y) and the consensus Revenue Estimate is $2.56B (+65.2% Y/Y).Investors can find confidence in the fact that fellow Chinese EV maker Li Auto (LI) posted a Q4 earnings beat and issued a rosy outlook.Nio (NIO) delivered 122,486 vehicles in 2022, increasing by 34.0% Y/Y and with a record monthly delivery of 15,815 vehicles in the final month of the year.All eyes will also be focused on the Shanghai-based automaker's projections for 2023. Shares rallied at the start of 2022 but soon began to dip amid a slow reopen of China from covid lockdown and the end of subsidies for EV makers.Mizuho holds a \"cautiously optimistic\" view for Nio in 2023, estimating strong deliveries and production as China continues reopening and production ramps up following a scheduled shutdown. Five new model launches and ramps in 2023 could also be tailwinds.The automaker has plans to build a new factory to produce a new brand of budget EVs for export to Europe, according to a recent Reuters report.Recent SA contributor analyses have also been positive, with Stone Fox Capital recently suggesting that although Nio (NIO) started the year off with weak deliveries in January, it should guide to improving numbers by Q2 2023.Nio has continued its momentum into January and has delivery potential but, also faces short-term headwinds due to \"growing pricing pressure in the EV industry\" according to The Asian Investor.Over the last 2 years, NIO has beaten EPS estimates 63% of the time and has beaten revenue estimates 88% of the time.","news_type":1},"isVote":1,"tweetType":1,"viewCount":179,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"hots":[{"id":9008106821,"gmtCreate":1641378393844,"gmtModify":1676533607765,"author":{"id":"3557024931927052","authorId":"3557024931927052","name":"nctony","avatar":"https://static.tigerbbs.com/1449dfc5089ded0e8efe303fd4dd43b1","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3557024931927052","authorIdStr":"3557024931927052"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/SE\">$Sea Ltd(SE)$</a>Is SE still a buy?Comments please!!","listText":"<a href=\"https://ttm.financial/S/SE\">$Sea Ltd(SE)$</a>Is SE still a buy?Comments please!!","text":"$Sea Ltd(SE)$Is SE still a buy?Comments please!!","images":[{"img":"https://static.itradeup.com/news/ba92a30d3856116a1882ae9c487fb67c","width":"1080","height":"3624"}],"top":1,"highlighted":2,"essential":1,"paper":1,"likeSize":239,"commentSize":0,"repostSize":2,"link":"https://ttm.financial/post/9008106821","isVote":1,"tweetType":1,"viewCount":10296,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3582922989777578","authorId":"3582922989777578","name":"SPOT_ON","avatar":"https://static.tigerbbs.com/080f029371339d9db26930961de6adb1","crmLevel":4,"crmLevelSwitch":1,"idStr":"3582922989777578","authorIdStr":"3582922989777578"},"content":"HOW CAN SEA BE A BUY WHEN IT IS MAKING BIG LOSS IN RED WHEN ALIBABA IS SO HIGHLY PROFITABLE AND TRADE AT P/E :15 YOU TELL ME WHICH IS A BUY ??!!","text":"HOW CAN SEA BE A BUY WHEN IT IS MAKING BIG LOSS IN RED WHEN ALIBABA IS SO HIGHLY PROFITABLE AND TRADE AT P/E :15 YOU TELL ME WHICH IS A BUY ??!!","html":"HOW CAN SEA BE A BUY WHEN IT IS MAKING BIG LOSS IN RED WHEN ALIBABA IS SO HIGHLY PROFITABLE AND TRADE AT P/E :15 YOU TELL ME WHICH IS A BUY ??!!"}],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9911744767,"gmtCreate":1664271977259,"gmtModify":1676537422988,"author":{"id":"3557024931927052","authorId":"3557024931927052","name":"nctony","avatar":"https://static.tigerbbs.com/1449dfc5089ded0e8efe303fd4dd43b1","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3557024931927052","authorIdStr":"3557024931927052"},"themes":[],"htmlText":"Below 126 is buy buy buy[Miser] ","listText":"Below 126 is buy buy buy[Miser] ","text":"Below 126 is buy buy buy[Miser]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":9,"repostSize":0,"link":"https://ttm.financial/post/9911744767","repostId":"1169415854","repostType":2,"repost":{"id":"1169415854","kind":"news","pubTimestamp":1664270978,"share":"https://ttm.financial/m/news/1169415854?lang=&edition=fundamental","pubTime":"2022-09-27 17:29","market":"us","language":"en","title":"Nvidia: Buying The Recovery","url":"https://stock-news.laohu8.com/highlight/detail?id=1169415854","media":"Seeking Alpha","summary":"SummaryRevenue warnings have sent analyst estimates much lower.Stock won't bottom until growth expec","content":"<html><head></head><body><p>Summary</p><ul><li>Revenue warnings have sent analyst estimates much lower.</li><li>Stock won't bottom until growth expectations return.</li><li>Not buying the stock itself here may be the best solution.</li></ul><p>Back in August, I cautioned investors that chip giant <a href=\"https://laohu8.com/S/NVDA\">NVIDIA</a> might be about to warn the Street again. It appeared that we had seen a top in the company's revenue cycle, and history suggested that analyst estimates were way too high. Since then, the company has warned twice, sending the stock down more than 31%, but it may not quite be the time to buy just yet.</p><p>In that article, I mentioned one Street analyst whose earnings preview said the company could guide a bit lower than consensus. It turned out he was actually too positive, as NVIDIA's guidance for $5.9 billion in fiscal Q3 revenues was below the bottom of his $6.0 to $6.5 billion forecast range and just over a billion dollars under the overall Street average estimate. As a result, we've seen analyst estimates take another leg lower, continuing a trend that's been seen for months now. The table below shows where the Street averages for this fiscal quarter (October 2022) stand, along with estimates through the end of the 2024 fiscal year.</p><p><img src=\"https://static.tigerbbs.com/8e66ba26bb01d801c1aa69e4a8d3e51f\" tg-width=\"640\" tg-height=\"142\" width=\"100%\" height=\"auto\"/>As a reminder, fiscal Q3 and Q4 growth percentages for next year's Q3 and Q4 are based on the current estimates for this year. Thus, those 37% plus figures for growth seem really great, but those numbers are only there because this year's expectations have come down more significantly. In total, this six-quarter stretch has seen its total revenue estimate come down from $58.90 billion to $42.92 billion in the past four months.</p><p>That drop would normally seem like a dramatic decline for a company of this size. Of course, as I detailed previously, the last cycle for NVIDIA saw revenue growth go from 66% at the peak to a 31% decline at the bottom. The recent cycle high this time around was 84% growth, and we just saw the July quarter come in with a 3% increase. The last downcycle saw four quarters where revenues were down over their prior year counterparts, but current expectations only call for that to happen three times during this cycle.</p><p>For the current quarter, management has called for gaming and professional visualization revenues to decline sequentially. PC and channel partners are reducing inventory to align with demand trends and next-generation product launches. There also has been a headwind from the dramatic pullback in cryptocurrencies. After the quarterly warning, another problem was detailed with the US government planning to increase semiconductor export restrictions, which could pressure NVIDIA revenues by a few hundred million per quarter.</p><p>It's hard to recommend this stock currently just because I don't think analyst estimates have bottomed quite yet. For the January 2024 period, for example, at least one analyst is calling for nearly $10.5 billion in revenue, almost $2 billion ahead of the overall average. I'd be a lot happier if some of these seemingly high estimates come down, to where expectations for the back half of next year come down to around say $16 billion in total.</p><p>It's been a very tough year for shares of NVIDIA, and overall market weakness certainly hasn't helped. The stock hit a new 52-week low late last week, and the technical setup isn't great. The 50-day moving average is nearly $40 higher currently but declining by the day, which could provide resistance in the coming weeks. While the average Street price target of $206 implies major upside from current levels, just remember that this number was over $340 in early March, and look where it is now. I think we still have another quarter or two of price target adjustments as more estimates are trimmed so that Street average could easily come down towards $175.</p><p>I'm sure there are investors out there that would love to be in this name but are afraid we could see the stock head further lower should this market rout continue. You could potentially buy over time in that case, averaging lower if shares do decline. However, one possible idea might be to sell below current market price puts. I looked at March of next year, for instance, with the table below showing examples of current put strikes.</p><p><img src=\"https://static.tigerbbs.com/99c7e858410eb95512e2d3dc401c4401\" tg-width=\"413\" tg-height=\"201\" width=\"100%\" height=\"auto\"/>Should you sell the $110 put, for example, and the option buyer exercise, your net cost (before commissions and any other expenses) would be under $100 a share. Given that shares closed Friday at $125, some investors might love that opportunity. At the same time, if shares don't dip below that $110 level, you would pocket more than $11 over this time, yielding roughly 9%, whereas a 6-month Treasury bond only yields 3.89% currently. Should shares surge from here, you wouldn't participate in the upside, but you'd still pocket the premium and make a pretty good yield in less than half a year.</p><p>With NVIDIA guiding lower than expected last month and then warning about China restrictions, shares have fallen more than 31% since my previous article. While analyst estimates have dropped as you might expect, they probably haven't bottomed quite yet. Investors might warm up to the stock as we get closer to a revenue growth return, but that's still a few quarters away. Perhaps the best strategy currently would be to sell puts a bit below where we are now, where you either get in at a much better price or pocket a nice yield until that growth scenario returns.</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Nvidia: Buying The Recovery</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nNvidia: Buying The Recovery\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-09-27 17:29 GMT+8 <a href=https://seekingalpha.com/article/4543257-nvidia-nvda-stock-buying-recovery><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryRevenue warnings have sent analyst estimates much lower.Stock won't bottom until growth expectations return.Not buying the stock itself here may be the best solution.Back in August, I cautioned...</p>\n\n<a href=\"https://seekingalpha.com/article/4543257-nvidia-nvda-stock-buying-recovery\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NVDA":"英伟达"},"source_url":"https://seekingalpha.com/article/4543257-nvidia-nvda-stock-buying-recovery","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1169415854","content_text":"SummaryRevenue warnings have sent analyst estimates much lower.Stock won't bottom until growth expectations return.Not buying the stock itself here may be the best solution.Back in August, I cautioned investors that chip giant NVIDIA might be about to warn the Street again. It appeared that we had seen a top in the company's revenue cycle, and history suggested that analyst estimates were way too high. Since then, the company has warned twice, sending the stock down more than 31%, but it may not quite be the time to buy just yet.In that article, I mentioned one Street analyst whose earnings preview said the company could guide a bit lower than consensus. It turned out he was actually too positive, as NVIDIA's guidance for $5.9 billion in fiscal Q3 revenues was below the bottom of his $6.0 to $6.5 billion forecast range and just over a billion dollars under the overall Street average estimate. As a result, we've seen analyst estimates take another leg lower, continuing a trend that's been seen for months now. The table below shows where the Street averages for this fiscal quarter (October 2022) stand, along with estimates through the end of the 2024 fiscal year.As a reminder, fiscal Q3 and Q4 growth percentages for next year's Q3 and Q4 are based on the current estimates for this year. Thus, those 37% plus figures for growth seem really great, but those numbers are only there because this year's expectations have come down more significantly. In total, this six-quarter stretch has seen its total revenue estimate come down from $58.90 billion to $42.92 billion in the past four months.That drop would normally seem like a dramatic decline for a company of this size. Of course, as I detailed previously, the last cycle for NVIDIA saw revenue growth go from 66% at the peak to a 31% decline at the bottom. The recent cycle high this time around was 84% growth, and we just saw the July quarter come in with a 3% increase. The last downcycle saw four quarters where revenues were down over their prior year counterparts, but current expectations only call for that to happen three times during this cycle.For the current quarter, management has called for gaming and professional visualization revenues to decline sequentially. PC and channel partners are reducing inventory to align with demand trends and next-generation product launches. There also has been a headwind from the dramatic pullback in cryptocurrencies. After the quarterly warning, another problem was detailed with the US government planning to increase semiconductor export restrictions, which could pressure NVIDIA revenues by a few hundred million per quarter.It's hard to recommend this stock currently just because I don't think analyst estimates have bottomed quite yet. For the January 2024 period, for example, at least one analyst is calling for nearly $10.5 billion in revenue, almost $2 billion ahead of the overall average. I'd be a lot happier if some of these seemingly high estimates come down, to where expectations for the back half of next year come down to around say $16 billion in total.It's been a very tough year for shares of NVIDIA, and overall market weakness certainly hasn't helped. The stock hit a new 52-week low late last week, and the technical setup isn't great. The 50-day moving average is nearly $40 higher currently but declining by the day, which could provide resistance in the coming weeks. While the average Street price target of $206 implies major upside from current levels, just remember that this number was over $340 in early March, and look where it is now. I think we still have another quarter or two of price target adjustments as more estimates are trimmed so that Street average could easily come down towards $175.I'm sure there are investors out there that would love to be in this name but are afraid we could see the stock head further lower should this market rout continue. You could potentially buy over time in that case, averaging lower if shares do decline. However, one possible idea might be to sell below current market price puts. I looked at March of next year, for instance, with the table below showing examples of current put strikes.Should you sell the $110 put, for example, and the option buyer exercise, your net cost (before commissions and any other expenses) would be under $100 a share. Given that shares closed Friday at $125, some investors might love that opportunity. At the same time, if shares don't dip below that $110 level, you would pocket more than $11 over this time, yielding roughly 9%, whereas a 6-month Treasury bond only yields 3.89% currently. Should shares surge from here, you wouldn't participate in the upside, but you'd still pocket the premium and make a pretty good yield in less than half a year.With NVIDIA guiding lower than expected last month and then warning about China restrictions, shares have fallen more than 31% since my previous article. While analyst estimates have dropped as you might expect, they probably haven't bottomed quite yet. Investors might warm up to the stock as we get closer to a revenue growth return, but that's still a few quarters away. Perhaps the best strategy currently would be to sell puts a bit below where we are now, where you either get in at a much better price or pocket a nice yield until that growth scenario returns.","news_type":1},"isVote":1,"tweetType":1,"viewCount":164,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4117336023184202","authorId":"4117336023184202","name":"runningjames","avatar":"https://community-static.tradeup.com/news/3467c93ce8ec8c583f28f405e68f0c00","crmLevel":2,"crmLevelSwitch":1,"idStr":"4117336023184202","authorIdStr":"4117336023184202"},"content":"Yes, anytime rise to 130 if market rebound strongly... am waiting for it to happen soonest","text":"Yes, anytime rise to 130 if market rebound strongly... am waiting for it to happen soonest","html":"Yes, anytime rise to 130 if market rebound strongly... am waiting for it to happen soonest"}],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9949644069,"gmtCreate":1678663306152,"gmtModify":1678663309854,"author":{"id":"3557024931927052","authorId":"3557024931927052","name":"nctony","avatar":"https://static.tigerbbs.com/1449dfc5089ded0e8efe303fd4dd43b1","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3557024931927052","authorIdStr":"3557024931927052"},"themes":[],"htmlText":"Hopefully could safe more or less.","listText":"Hopefully could safe more or less.","text":"Hopefully could safe more or less.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":24,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9949644069","repostId":"1119712805","repostType":2,"repost":{"id":"1119712805","kind":"news","weMediaInfo":{"introduction":"Reuters.com brings you the latest news from around the world, covering breaking news in markets, business, politics, entertainment and technology","home_visible":1,"media_name":"Reuters","id":"1036604489","head_image":"https://static.tigerbbs.com/443ce19704621c837795676028cec868"},"pubTimestamp":1678662159,"share":"https://ttm.financial/m/news/1119712805?lang=&edition=fundamental","pubTime":"2023-03-13 07:02","market":"us","language":"en","title":"U.S. Announces It Will Stem SVB Fallout, Customers to Have Deposit Access","url":"https://stock-news.laohu8.com/highlight/detail?id=1119712805","media":"Reuters","summary":"(Reuters) - Silicon Valley Bank customers will have access to their deposits starting on Monday, U.","content":"<html><head></head><body><p>(Reuters) - <a href=\"https://laohu8.com/S/SIVB\">Silicon Valley Bank </a> customers will have access to their deposits starting on Monday, U.S. officials said on Sunday, as the federal government announced actions to shore up deposits and stem any broader financial fallout from the sudden collapse of the tech startup-focused lender.</p><p>The boards of the Federal Deposit Insurance Corporation (FDIC) and the Federal Reserve, in consultation with President Joe Biden, approved the FDIC's resolution of SVB, according to a joint statement from U.S. Treasury Secretary Janet Yellen, Fed Chair Jerome Powell and FDIC Chairman Martin Gruenberg on Sunday evening.</p><p>The move will not lead to losses by American taxpayers and all deposits will be made whole, the statement said.</p><p>"Today we are taking decisive actions to protect the U.S. economy by strengthening public confidence in our banking system," the statement said. "This step will ensure that the U.S. banking system continues to perform its vital roles of protecting deposits and providing access to credit to households and businesses in a manner that promotes strong and sustainable economic growth."</p><p>The Federal Reserve also said Sunday it would make additional funding available through a new Bank Term Funding Program, which would offer loans up to one year to depository institutions, backed by Treasuries and other assets these institutions hold.</p><p>The officials also said that depositors of New York's <a href=\"https://laohu8.com/S/SBNY\">Signature Bank</a>, which was closed Sunday by the New York state financial regulator, would be made whole at no loss to the taxpayer.</p><p>Signature's shareholders and unsecured debtors will not be protected, and management has been removed, the officials said.</p><p><img src=\"https://static.tigerbbs.com/55e6734dfe59a152aecda5c41da4252d\" tg-width=\"960\" tg-height=\"640\" referrerpolicy=\"no-referrer\"/>A man puts a sign on the door of the Silicon Valley Bank as an onlooker watches at the bank’s headquarters in Santa Clara, California, U.S. March 10, 2023. REUTERS/Nathan Frandino</p><p>Earlier, Yellen had said she was working with banking regulators to respond after SVB became the largest bank to fail since the 2008 financial crisis.</p><p>In March 2020 when the coronavirus pandemic and lockdowns triggered financial panic, the Federal Reserve announced a series of measures to keep credit flowing by lowering borrowing costs and lengthening the terms of its direct loans.</p><p>By the end of that month, use of the Fed's discount window facility shot up to more than $50 billion.</p><p>Through the middle of last week, before SVB's collapse, there had been no indications of usage picking up, with Fed data showing weekly outstanding balances of $4 billion to $5 billion since the start of the year.</p><h3>FINDING A BUYER</h3><p>Although the Federal Deposit Insurance Corporation (FDIC) protects deposits of up to $250,000, there have been worries about SVB deposits above that level, one source said, adding that many smaller businesses were at risk of being unable to pay staff.</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>U.S. Announces It Will Stem SVB Fallout, Customers to Have Deposit Access</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. Announces It Will Stem SVB Fallout, Customers to Have Deposit Access\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1036604489\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/443ce19704621c837795676028cec868);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Reuters </p>\n<p class=\"h-time\">2023-03-13 07:02</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>(Reuters) - <a href=\"https://laohu8.com/S/SIVB\">Silicon Valley Bank </a> customers will have access to their deposits starting on Monday, U.S. officials said on Sunday, as the federal government announced actions to shore up deposits and stem any broader financial fallout from the sudden collapse of the tech startup-focused lender.</p><p>The boards of the Federal Deposit Insurance Corporation (FDIC) and the Federal Reserve, in consultation with President Joe Biden, approved the FDIC's resolution of SVB, according to a joint statement from U.S. Treasury Secretary Janet Yellen, Fed Chair Jerome Powell and FDIC Chairman Martin Gruenberg on Sunday evening.</p><p>The move will not lead to losses by American taxpayers and all deposits will be made whole, the statement said.</p><p>"Today we are taking decisive actions to protect the U.S. economy by strengthening public confidence in our banking system," the statement said. "This step will ensure that the U.S. banking system continues to perform its vital roles of protecting deposits and providing access to credit to households and businesses in a manner that promotes strong and sustainable economic growth."</p><p>The Federal Reserve also said Sunday it would make additional funding available through a new Bank Term Funding Program, which would offer loans up to one year to depository institutions, backed by Treasuries and other assets these institutions hold.</p><p>The officials also said that depositors of New York's <a href=\"https://laohu8.com/S/SBNY\">Signature Bank</a>, which was closed Sunday by the New York state financial regulator, would be made whole at no loss to the taxpayer.</p><p>Signature's shareholders and unsecured debtors will not be protected, and management has been removed, the officials said.</p><p><img src=\"https://static.tigerbbs.com/55e6734dfe59a152aecda5c41da4252d\" tg-width=\"960\" tg-height=\"640\" referrerpolicy=\"no-referrer\"/>A man puts a sign on the door of the Silicon Valley Bank as an onlooker watches at the bank’s headquarters in Santa Clara, California, U.S. March 10, 2023. REUTERS/Nathan Frandino</p><p>Earlier, Yellen had said she was working with banking regulators to respond after SVB became the largest bank to fail since the 2008 financial crisis.</p><p>In March 2020 when the coronavirus pandemic and lockdowns triggered financial panic, the Federal Reserve announced a series of measures to keep credit flowing by lowering borrowing costs and lengthening the terms of its direct loans.</p><p>By the end of that month, use of the Fed's discount window facility shot up to more than $50 billion.</p><p>Through the middle of last week, before SVB's collapse, there had been no indications of usage picking up, with Fed data showing weekly outstanding balances of $4 billion to $5 billion since the start of the year.</p><h3>FINDING A BUYER</h3><p>Although the Federal Deposit Insurance Corporation (FDIC) protects deposits of up to $250,000, there have been worries about SVB deposits above that level, one source said, adding that many smaller businesses were at risk of being unable to pay staff.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"IAT":"安硕美国地区银行ETF","SBNY":"签字银行"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1119712805","content_text":"(Reuters) - Silicon Valley Bank customers will have access to their deposits starting on Monday, U.S. officials said on Sunday, as the federal government announced actions to shore up deposits and stem any broader financial fallout from the sudden collapse of the tech startup-focused lender.The boards of the Federal Deposit Insurance Corporation (FDIC) and the Federal Reserve, in consultation with President Joe Biden, approved the FDIC's resolution of SVB, according to a joint statement from U.S. Treasury Secretary Janet Yellen, Fed Chair Jerome Powell and FDIC Chairman Martin Gruenberg on Sunday evening.The move will not lead to losses by American taxpayers and all deposits will be made whole, the statement said.\"Today we are taking decisive actions to protect the U.S. economy by strengthening public confidence in our banking system,\" the statement said. \"This step will ensure that the U.S. banking system continues to perform its vital roles of protecting deposits and providing access to credit to households and businesses in a manner that promotes strong and sustainable economic growth.\"The Federal Reserve also said Sunday it would make additional funding available through a new Bank Term Funding Program, which would offer loans up to one year to depository institutions, backed by Treasuries and other assets these institutions hold.The officials also said that depositors of New York's Signature Bank, which was closed Sunday by the New York state financial regulator, would be made whole at no loss to the taxpayer.Signature's shareholders and unsecured debtors will not be protected, and management has been removed, the officials said.A man puts a sign on the door of the Silicon Valley Bank as an onlooker watches at the bank’s headquarters in Santa Clara, California, U.S. March 10, 2023. REUTERS/Nathan FrandinoEarlier, Yellen had said she was working with banking regulators to respond after SVB became the largest bank to fail since the 2008 financial crisis.In March 2020 when the coronavirus pandemic and lockdowns triggered financial panic, the Federal Reserve announced a series of measures to keep credit flowing by lowering borrowing costs and lengthening the terms of its direct loans.By the end of that month, use of the Fed's discount window facility shot up to more than $50 billion.Through the middle of last week, before SVB's collapse, there had been no indications of usage picking up, with Fed data showing weekly outstanding balances of $4 billion to $5 billion since the start of the year.FINDING A BUYERAlthough the Federal Deposit Insurance Corporation (FDIC) protects deposits of up to $250,000, there have been worries about SVB deposits above that level, one source said, adding that many smaller businesses were at risk of being unable to pay staff.","news_type":1},"isVote":1,"tweetType":1,"viewCount":149,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9986900478,"gmtCreate":1666869319195,"gmtModify":1676537819930,"author":{"id":"3557024931927052","authorId":"3557024931927052","name":"nctony","avatar":"https://static.tigerbbs.com/1449dfc5089ded0e8efe303fd4dd43b1","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3557024931927052","authorIdStr":"3557024931927052"},"themes":[],"htmlText":"Power[Miser] ","listText":"Power[Miser] ","text":"Power[Miser]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":10,"repostSize":0,"link":"https://ttm.financial/post/9986900478","repostId":"1175465699","repostType":2,"repost":{"id":"1175465699","kind":"news","weMediaInfo":{"introduction":"Reuters.com brings you the latest news from around the world, covering breaking news in markets, business, politics, entertainment and technology","home_visible":1,"media_name":"Reuters","id":"1036604489","head_image":"https://static.tigerbbs.com/443ce19704621c837795676028cec868"},"pubTimestamp":1666869222,"share":"https://ttm.financial/m/news/1175465699?lang=&edition=fundamental","pubTime":"2022-10-27 19:13","market":"us","language":"en","title":"Shopify Beats Quarterly Revenue Estimates","url":"https://stock-news.laohu8.com/highlight/detail?id=1175465699","media":"Reuters","summary":"Oct 27 (Reuters) - Shopify Inc beat Wall Street estimates for quarterly revenue on Thursday, as busi","content":"<html><head></head><body><p>Oct 27 (Reuters) - Shopify Inc beat Wall Street estimates for quarterly revenue on Thursday, as businesses stuck to the Canadian online services provider's tools and payment options to scale up.</p><p>The company's U.S.-listed shares rose nearly 8% in trading before the bell. The stock has already lost more than three-quarters of its value so far this year.</p><p><img src=\"https://static.tigerbbs.com/f6a1d73c38a3d67b9524c0c7f4b75d1d\" tg-width=\"782\" tg-height=\"619\" referrerpolicy=\"no-referrer\"/></p><p>Best known as the one-stop-shop platform for online businesses, Shopify is slowly moving into offline payments and adding more tools for businesses to connect with their shoppers online and build on the growth of influencers on social media.</p><p>The new tools, such as the offline payments devices, it provides retailers could help Shopify cope with a post-pandemic slowdown in e-commerce.</p><p>The company's gross merchandise volume (GMV) grew 11% to $46.2 billion in the third quarter.</p><p>For the fourth quarter, Shopify expects GMV growth to outperform the broader U.S. retail market.</p><p>The company's third-quarter revenue rose 22% to $1.4 billion. Analysts had expected $1.34 billion, according to Refinitiv IBES data.</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>Shopify Beats Quarterly Revenue Estimates</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\">\nShopify Beats Quarterly Revenue Estimates\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1036604489\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/443ce19704621c837795676028cec868);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Reuters </p>\n<p class=\"h-time\">2022-10-27 19:13</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Oct 27 (Reuters) - Shopify Inc beat Wall Street estimates for quarterly revenue on Thursday, as businesses stuck to the Canadian online services provider's tools and payment options to scale up.</p><p>The company's U.S.-listed shares rose nearly 8% in trading before the bell. The stock has already lost more than three-quarters of its value so far this year.</p><p><img src=\"https://static.tigerbbs.com/f6a1d73c38a3d67b9524c0c7f4b75d1d\" tg-width=\"782\" tg-height=\"619\" referrerpolicy=\"no-referrer\"/></p><p>Best known as the one-stop-shop platform for online businesses, Shopify is slowly moving into offline payments and adding more tools for businesses to connect with their shoppers online and build on the growth of influencers on social media.</p><p>The new tools, such as the offline payments devices, it provides retailers could help Shopify cope with a post-pandemic slowdown in e-commerce.</p><p>The company's gross merchandise volume (GMV) grew 11% to $46.2 billion in the third quarter.</p><p>For the fourth quarter, Shopify expects GMV growth to outperform the broader U.S. retail market.</p><p>The company's third-quarter revenue rose 22% to $1.4 billion. Analysts had expected $1.34 billion, according to Refinitiv IBES data.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"SHOP":"Shopify Inc"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1175465699","content_text":"Oct 27 (Reuters) - Shopify Inc beat Wall Street estimates for quarterly revenue on Thursday, as businesses stuck to the Canadian online services provider's tools and payment options to scale up.The company's U.S.-listed shares rose nearly 8% in trading before the bell. The stock has already lost more than three-quarters of its value so far this year.Best known as the one-stop-shop platform for online businesses, Shopify is slowly moving into offline payments and adding more tools for businesses to connect with their shoppers online and build on the growth of influencers on social media.The new tools, such as the offline payments devices, it provides retailers could help Shopify cope with a post-pandemic slowdown in e-commerce.The company's gross merchandise volume (GMV) grew 11% to $46.2 billion in the third quarter.For the fourth quarter, Shopify expects GMV growth to outperform the broader U.S. retail market.The company's third-quarter revenue rose 22% to $1.4 billion. Analysts had expected $1.34 billion, according to Refinitiv IBES data.","news_type":1},"isVote":1,"tweetType":1,"viewCount":276,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9940348855,"gmtCreate":1677720678778,"gmtModify":1677720682948,"author":{"id":"3557024931927052","authorId":"3557024931927052","name":"nctony","avatar":"https://static.tigerbbs.com/1449dfc5089ded0e8efe303fd4dd43b1","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3557024931927052","authorIdStr":"3557024931927052"},"themes":[],"htmlText":"He never give up ","listText":"He never give up ","text":"He never give up","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":18,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9940348855","repostId":"1124598150","repostType":2,"repost":{"id":"1124598150","kind":"news","pubTimestamp":1677720125,"share":"https://ttm.financial/m/news/1124598150?lang=&edition=fundamental","pubTime":"2023-03-02 09:22","market":"us","language":"en","title":"Musk’s Tesla Master Plan Disappoints, No Detail on New Cars","url":"https://stock-news.laohu8.com/highlight/detail?id=1124598150","media":"Bloomberg","summary":"Tesla shares fall in extended trade, no new products unveiledMusk sees potential for clean energy wi","content":"<html><head></head><body><ul><li>Tesla shares fall in extended trade, no new products unveiled</li><li>Musk sees potential for clean energy with little sacrifice</li></ul><p><img src=\"https://static.tigerbbs.com/4669e6996614a0dbc33a8a507a38bd13\" tg-width=\"390\" tg-height=\"293\" referrerpolicy=\"no-referrer\"/></p><p>Elon Musk’s much-ballyhooed third Master Plan for Tesla Inc. fell flat with investors after failing to offer any firm detail on the company’s long-awaited next generation of electric cars.</p><p>The four-hour presentation was long on Musk’s vision to lead the world’s transition to sustainable energy, but short on any detail on new products.</p><p>While he confirmed a new plant in Monterrey, Mexico will build the next generation of vehicles, he offered no details on timing, saying a “proper product event” will be held another time. Lars Moravy, Tesla’s vice-president of vehicle engineering was similarly vague, answering an analyst question on timing with only: “We’re gonna go as fast as we can.”</p><p>The longer the event went on, the more investors appeared to lose heart. Tesla shares fell as much as 6.8% to $189 in after-hours trading. Before today, the stock had soared from a two-year low it plumbed in early January, adding roughly $310 billion of market value and returning Musk to the top of the Bloomberg Billionaires Index.</p><p>Musk, 51, started the event by outlining his vision for a global switch to electric vehicles, driven by $10 trillion in spending to develop sustainable energy worldwide. The company’s investor event was streamed live from Tesla’s factory in Austin, Texas.</p><p>“Earth will move to a sustainable energy economy,” Tesla’s chief executive officer said. “And it will happen in your lifetime.”</p><blockquote>Key Takeaways From Tesla’s Investor Day:</blockquote><ul><li>Musk didn’t unveil the <b>next-generation</b> vehicle platform or car. Instead, he and his colleagues spent a lot of time talking about operational efficiencies and efforts to drive down costs.</li><li><b>Wall Street</b> was expecting a lot more about the next-generation vehicle, and the event lacked a big headline. The shares declined in after-hours trading.</li><li>Musk confirmed that Tesla will build its next auto plant in <b>Mexico</b>, near Monterrey, but didn’t provide any fresh details except that the next-generation car will be built there.</li><li>Drew Baglino, Tesla’s senior vice president of powertrain and energy engineering, confirmed that the company has broken ground on a <b>lithium refining</b> plant in Corpus Christi, Texas.</li><li>Tesla used the event to showcase its <b>deep bench of executive talent</b>, including people that we have never heard from before. At the end, during the Q&A, Musk shared the stage with 16 other people.</li></ul><p>In its own drive for efficiency, the EV maker plans to reduce the footprint of future manufacturing plants by 40%. Chief Financial Officer Zach Kirkhorn vowed to cut production costs in half for Tesla’s next-generation vehicles.</p><p>One product Tesla could expand to is heat pumps. Musk and Drew Baglino, his senior vice president of powertrain and energy engineering, said heat pumps could dramatically cut home and office-heating costs, calling them one of the low hanging fruit of the transition to sustainable energy.</p><p>Tesla went to great lengths to introduce several executives who are largely unknown to investors. For example, Rebecca Tinucci, the head of global charging infrastructure, took to the stage to talk about the company’s Supercharger network and the “Magic Dock” that lets drivers of other EVs charge at Tesla stations.</p><p>Musk bought Twitter in October, leading some investors to wonder if he’s spread himself too thin. Letting so many other executives share the limelight shows Tesla has a deep bench of talent.</p><p>The company also touted its growing ability to get production facilities up and running quickly. Tesla said it has broken ground on a lithium refinery in Corpus Christi, Texas, and aims to start output of battery-grade lithium chemicals within 12 months.</p><p>“That’s the target,” Baglino said.</p><p>Tesla did say again that the Cybertruck is coming this year, with volume production expected in 2024.</p><p>The new corporate vision aims to build upon the US electric vehicle market leader’s growth from a niche player into a mainstream automotive manufacturer. Tesla’s two previous strategic plans were unveiled in 2006 and 2016.</p><p>Scores of investors flocked to Austin for the invitation-only event, where Tesla planned to showcase its “most advanced production line.”</p><p>Musk published hisfirst Master Planmore than a decade ago, laying out Tesla’s go-to-market strategy of building an electric sports car, then a series of more affordable cars. The company has executed on that vision with the Roadster, the Model S and then the Model 3 sedan — its cheapest vehicle which starts at around $43,000.</p><p>Ten years later, Musk releasedMaster Plan, Part Deux,as Tesla was acquiring SolarCity. Musk served as chairman of the solar-panel installer, which was led by his cousins. That plan talked about solar roofs with battery storage, an expanded vehicle lineup and self-driving technology.</p></body></html>","source":"lsy1584095487587","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Musk’s Tesla Master Plan Disappoints, No Detail on New Cars</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\">\nMusk’s Tesla Master Plan Disappoints, No Detail on New Cars\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-03-02 09:22 GMT+8 <a href=https://www.bloomberg.com/news/articles/2023-03-01/musk-sees-sustainable-energy-world-at-tesla-master-plan-3-day?srnd=premium><strong>Bloomberg</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Tesla shares fall in extended trade, no new products unveiledMusk sees potential for clean energy with little sacrificeElon Musk’s much-ballyhooed third Master Plan for Tesla Inc. fell flat with ...</p>\n\n<a href=\"https://www.bloomberg.com/news/articles/2023-03-01/musk-sees-sustainable-energy-world-at-tesla-master-plan-3-day?srnd=premium\">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.bloomberg.com/news/articles/2023-03-01/musk-sees-sustainable-energy-world-at-tesla-master-plan-3-day?srnd=premium","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1124598150","content_text":"Tesla shares fall in extended trade, no new products unveiledMusk sees potential for clean energy with little sacrificeElon Musk’s much-ballyhooed third Master Plan for Tesla Inc. fell flat with investors after failing to offer any firm detail on the company’s long-awaited next generation of electric cars.The four-hour presentation was long on Musk’s vision to lead the world’s transition to sustainable energy, but short on any detail on new products.While he confirmed a new plant in Monterrey, Mexico will build the next generation of vehicles, he offered no details on timing, saying a “proper product event” will be held another time. Lars Moravy, Tesla’s vice-president of vehicle engineering was similarly vague, answering an analyst question on timing with only: “We’re gonna go as fast as we can.”The longer the event went on, the more investors appeared to lose heart. Tesla shares fell as much as 6.8% to $189 in after-hours trading. Before today, the stock had soared from a two-year low it plumbed in early January, adding roughly $310 billion of market value and returning Musk to the top of the Bloomberg Billionaires Index.Musk, 51, started the event by outlining his vision for a global switch to electric vehicles, driven by $10 trillion in spending to develop sustainable energy worldwide. The company’s investor event was streamed live from Tesla’s factory in Austin, Texas.“Earth will move to a sustainable energy economy,” Tesla’s chief executive officer said. “And it will happen in your lifetime.”Key Takeaways From Tesla’s Investor Day:Musk didn’t unveil the next-generation vehicle platform or car. Instead, he and his colleagues spent a lot of time talking about operational efficiencies and efforts to drive down costs.Wall Street was expecting a lot more about the next-generation vehicle, and the event lacked a big headline. The shares declined in after-hours trading.Musk confirmed that Tesla will build its next auto plant in Mexico, near Monterrey, but didn’t provide any fresh details except that the next-generation car will be built there.Drew Baglino, Tesla’s senior vice president of powertrain and energy engineering, confirmed that the company has broken ground on a lithium refining plant in Corpus Christi, Texas.Tesla used the event to showcase its deep bench of executive talent, including people that we have never heard from before. At the end, during the Q&A, Musk shared the stage with 16 other people.In its own drive for efficiency, the EV maker plans to reduce the footprint of future manufacturing plants by 40%. Chief Financial Officer Zach Kirkhorn vowed to cut production costs in half for Tesla’s next-generation vehicles.One product Tesla could expand to is heat pumps. Musk and Drew Baglino, his senior vice president of powertrain and energy engineering, said heat pumps could dramatically cut home and office-heating costs, calling them one of the low hanging fruit of the transition to sustainable energy.Tesla went to great lengths to introduce several executives who are largely unknown to investors. For example, Rebecca Tinucci, the head of global charging infrastructure, took to the stage to talk about the company’s Supercharger network and the “Magic Dock” that lets drivers of other EVs charge at Tesla stations.Musk bought Twitter in October, leading some investors to wonder if he’s spread himself too thin. Letting so many other executives share the limelight shows Tesla has a deep bench of talent.The company also touted its growing ability to get production facilities up and running quickly. Tesla said it has broken ground on a lithium refinery in Corpus Christi, Texas, and aims to start output of battery-grade lithium chemicals within 12 months.“That’s the target,” Baglino said.Tesla did say again that the Cybertruck is coming this year, with volume production expected in 2024.The new corporate vision aims to build upon the US electric vehicle market leader’s growth from a niche player into a mainstream automotive manufacturer. Tesla’s two previous strategic plans were unveiled in 2006 and 2016.Scores of investors flocked to Austin for the invitation-only event, where Tesla planned to showcase its “most advanced production line.”Musk published hisfirst Master Planmore than a decade ago, laying out Tesla’s go-to-market strategy of building an electric sports car, then a series of more affordable cars. The company has executed on that vision with the Roadster, the Model S and then the Model 3 sedan — its cheapest vehicle which starts at around $43,000.Ten years later, Musk releasedMaster Plan, Part Deux,as Tesla was acquiring SolarCity. Musk served as chairman of the solar-panel installer, which was led by his cousins. That plan talked about solar roofs with battery storage, an expanded vehicle lineup and self-driving technology.","news_type":1},"isVote":1,"tweetType":1,"viewCount":91,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9944066661,"gmtCreate":1681631041054,"gmtModify":1681631045132,"author":{"id":"3557024931927052","authorId":"3557024931927052","name":"nctony","avatar":"https://static.tigerbbs.com/1449dfc5089ded0e8efe303fd4dd43b1","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3557024931927052","authorIdStr":"3557024931927052"},"themes":[],"htmlText":"Power[Miser] ","listText":"Power[Miser] ","text":"Power[Miser]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":17,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9944066661","repostId":"1117733981","repostType":4,"repost":{"id":"1117733981","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":1681629943,"share":"https://ttm.financial/m/news/1117733981?lang=&edition=fundamental","pubTime":"2023-04-16 15:25","market":"us","language":"en","title":"ASML Q1 Earnings Preview: Focus on the Effect of Dutch Export Control and Sculpta Threat","url":"https://stock-news.laohu8.com/highlight/detail?id=1117733981","media":"Tiger Newspress","summary":"ASML expects Q1 net sales to be between 6.1 billion euros and 6.5 billion euros with a gross margin ","content":"<html><head></head><body><blockquote>ASML expects Q1 net sales to be between 6.1 billion euros and 6.5 billion euros with a gross margin between 49% and 50%. Wall Street thinks the effect of export control is uncertain while the Sculpta threat is limited.</blockquote><p>ASML is scheduled to announce Q1 earnings results before the market opens on Wednesday, April 19th.</p><p><strong>Latest Results</strong></p><p>Its Q4 net income rose to 1.82 billion euros or 4.60 euros per share from 1.77 billion euros or 4.38 euros per share in the same quarter last year.</p><p>Total net sales in Q4 grew to 6.43 billion euros from 4.99 billion euros in the previous year.</p><p><strong>Q1 Guidance</strong></p><p>The company expects Q1 net sales to be between 6.1 billion euros and 6.5 billion euros with a gross margin between 49% and 50%.</p><p>For 2023, ASML expects continued strong growth with a net sales increase of more than 25% and a slight improvement in gross margin, relative to 2022.</p><p><strong>Applied Materials' Sculpta Threat to ASML Dominance is Uncertain</strong></p><p>Applied Materials, Inc. announced Centura Sculpta in Q1. According to the company, this tool will help semiconductor manufacturers reduce the need for double patterning EUV, which meant that the ASML Holding N.V. moat is not as strong as initially thought because this tool would challenge its EUV dominance.</p><p>Centura Sculpta is still unproven in HVM (high-volume manufacturing). Only time will tell if the benefits it will provide customers are worth it, especially after the introduction of high-NA reduces the need for EUV double patterning and as EUV gets more productive through the decade. </p><p><strong>Keep an Eye on Dutch Export Controls</strong></p><p>The Dutch government announced plans to implement new controls on the export of semiconductor technology, according to a letter from Dutch Trade Minister Liesje Schreinemacher to parliament. The restrictions will be introduced before the summer.</p><p>According to ASML's statement on March 8, 2023, it will need to apply for export licenses to ship the most advanced immersion DUV systems. However, it will take time for these controls to be translated into legislation and take effect.</p><p><strong>Analyst Opinions</strong></p><p>Morgan Stanley maintained the overweight rating and offered its price target of $824, 2023 will be a recovery year for semiconductors, as macro headwinds subside and demand for consumer devices remain sticky.</p><p>Barclay remained an Equal-Weight rating and offered a price target of $640. The bank estimates that the likely impact of Dutch export controls is low single-digit revenue risk but the information is currently limited.</p><p>Cowen & Co analyst Krish Sankar thinks that Applied Materials' Sculpta could add $200 million to $300 million in annual sales for Applied Materials, but won’t dent ASML’s extreme ultraviolet revenue in the near term.</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>ASML Q1 Earnings Preview: Focus on the Effect of Dutch Export Control and Sculpta Threat</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\">\nASML Q1 Earnings Preview: Focus on the Effect of Dutch Export Control and Sculpta Threat\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\">2023-04-16 15:25</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><blockquote>ASML expects Q1 net sales to be between 6.1 billion euros and 6.5 billion euros with a gross margin between 49% and 50%. Wall Street thinks the effect of export control is uncertain while the Sculpta threat is limited.</blockquote><p>ASML is scheduled to announce Q1 earnings results before the market opens on Wednesday, April 19th.</p><p><strong>Latest Results</strong></p><p>Its Q4 net income rose to 1.82 billion euros or 4.60 euros per share from 1.77 billion euros or 4.38 euros per share in the same quarter last year.</p><p>Total net sales in Q4 grew to 6.43 billion euros from 4.99 billion euros in the previous year.</p><p><strong>Q1 Guidance</strong></p><p>The company expects Q1 net sales to be between 6.1 billion euros and 6.5 billion euros with a gross margin between 49% and 50%.</p><p>For 2023, ASML expects continued strong growth with a net sales increase of more than 25% and a slight improvement in gross margin, relative to 2022.</p><p><strong>Applied Materials' Sculpta Threat to ASML Dominance is Uncertain</strong></p><p>Applied Materials, Inc. announced Centura Sculpta in Q1. According to the company, this tool will help semiconductor manufacturers reduce the need for double patterning EUV, which meant that the ASML Holding N.V. moat is not as strong as initially thought because this tool would challenge its EUV dominance.</p><p>Centura Sculpta is still unproven in HVM (high-volume manufacturing). Only time will tell if the benefits it will provide customers are worth it, especially after the introduction of high-NA reduces the need for EUV double patterning and as EUV gets more productive through the decade. </p><p><strong>Keep an Eye on Dutch Export Controls</strong></p><p>The Dutch government announced plans to implement new controls on the export of semiconductor technology, according to a letter from Dutch Trade Minister Liesje Schreinemacher to parliament. The restrictions will be introduced before the summer.</p><p>According to ASML's statement on March 8, 2023, it will need to apply for export licenses to ship the most advanced immersion DUV systems. However, it will take time for these controls to be translated into legislation and take effect.</p><p><strong>Analyst Opinions</strong></p><p>Morgan Stanley maintained the overweight rating and offered its price target of $824, 2023 will be a recovery year for semiconductors, as macro headwinds subside and demand for consumer devices remain sticky.</p><p>Barclay remained an Equal-Weight rating and offered a price target of $640. The bank estimates that the likely impact of Dutch export controls is low single-digit revenue risk but the information is currently limited.</p><p>Cowen & Co analyst Krish Sankar thinks that Applied Materials' Sculpta could add $200 million to $300 million in annual sales for Applied Materials, but won’t dent ASML’s extreme ultraviolet revenue in the near term.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"ASML":"阿斯麦"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1117733981","content_text":"ASML expects Q1 net sales to be between 6.1 billion euros and 6.5 billion euros with a gross margin between 49% and 50%. Wall Street thinks the effect of export control is uncertain while the Sculpta threat is limited.ASML is scheduled to announce Q1 earnings results before the market opens on Wednesday, April 19th.Latest ResultsIts Q4 net income rose to 1.82 billion euros or 4.60 euros per share from 1.77 billion euros or 4.38 euros per share in the same quarter last year.Total net sales in Q4 grew to 6.43 billion euros from 4.99 billion euros in the previous year.Q1 GuidanceThe company expects Q1 net sales to be between 6.1 billion euros and 6.5 billion euros with a gross margin between 49% and 50%.For 2023, ASML expects continued strong growth with a net sales increase of more than 25% and a slight improvement in gross margin, relative to 2022.Applied Materials' Sculpta Threat to ASML Dominance is UncertainApplied Materials, Inc. announced Centura Sculpta in Q1. According to the company, this tool will help semiconductor manufacturers reduce the need for double patterning EUV, which meant that the ASML Holding N.V. moat is not as strong as initially thought because this tool would challenge its EUV dominance.Centura Sculpta is still unproven in HVM (high-volume manufacturing). Only time will tell if the benefits it will provide customers are worth it, especially after the introduction of high-NA reduces the need for EUV double patterning and as EUV gets more productive through the decade. Keep an Eye on Dutch Export ControlsThe Dutch government announced plans to implement new controls on the export of semiconductor technology, according to a letter from Dutch Trade Minister Liesje Schreinemacher to parliament. The restrictions will be introduced before the summer.According to ASML's statement on March 8, 2023, it will need to apply for export licenses to ship the most advanced immersion DUV systems. However, it will take time for these controls to be translated into legislation and take effect.Analyst OpinionsMorgan Stanley maintained the overweight rating and offered its price target of $824, 2023 will be a recovery year for semiconductors, as macro headwinds subside and demand for consumer devices remain sticky.Barclay remained an Equal-Weight rating and offered a price target of $640. The bank estimates that the likely impact of Dutch export controls is low single-digit revenue risk but the information is currently limited.Cowen & Co analyst Krish Sankar thinks that Applied Materials' Sculpta could add $200 million to $300 million in annual sales for Applied Materials, but won’t dent ASML’s extreme ultraviolet revenue in the near term.","news_type":1},"isVote":1,"tweetType":1,"viewCount":428,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9965303595,"gmtCreate":1669888011318,"gmtModify":1676538263591,"author":{"id":"3557024931927052","authorId":"3557024931927052","name":"nctony","avatar":"https://static.tigerbbs.com/1449dfc5089ded0e8efe303fd4dd43b1","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3557024931927052","authorIdStr":"3557024931927052"},"themes":[],"htmlText":"Well done and will improve more coming[Miser] ","listText":"Well done and will improve more coming[Miser] ","text":"Well done and will improve more coming[Miser]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":6,"repostSize":0,"link":"https://ttm.financial/post/9965303595","repostId":"1160531869","repostType":2,"repost":{"id":"1160531869","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":1669887121,"share":"https://ttm.financial/m/news/1160531869?lang=&edition=fundamental","pubTime":"2022-12-01 17:32","market":"us","language":"en","title":"NIO Delivered 14,178 Vehicles in November 2022, Increasing By 30.3% Year-Over-Year","url":"https://stock-news.laohu8.com/highlight/detail?id=1160531869","media":"Tiger Newspress","summary":"NIO delivered 14,178 vehicles in November 2022, a new record-high monthly delivery, representing an ","content":"<html><head></head><body><p><a href=\"https://laohu8.com/S/NIO\">NIO</a> delivered 14,178 vehicles in November 2022, a new record-high monthly delivery, representing an increase of 30.3% year-over-year. The deliveries consisted of 8,003 premium smart electric SUVs including 4,897 ES7s, and 6,175 premium smart electric sedans including 3,207 ET7s and 2,968 ET5s. Cumulative deliveries of NIO vehicles reached 273,741 as of November 30, 2022. NIO will further accelerate the production and delivery in December 2022.</p><p>On November 16, 2022, the ET7 was awarded the maximum five-star rating in the latest safety tests of European New Car Assessment Programme (NCAP) with its innovative body materials application and high-strength structural design. In addition, the ET7 has also secured a top five-star rating in the latest Green NCAP with high scores on clean air, energy efficiency and greenhouse gas.</p><p>On November 28, 2022, NIO and Tencent Holdings Limited (00700.HK) entered into a strategic cooperation agreement to further deepen partnership in the areas of autonomous driving related cloud services, intelligent driving maps and digital ecosystem to provide users with experiences beyond expectation.</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>NIO Delivered 14,178 Vehicles in November 2022, Increasing By 30.3% Year-Over-Year</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 Delivered 14,178 Vehicles in November 2022, Increasing By 30.3% Year-Over-Year\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\">2022-12-01 17:32</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p><a href=\"https://laohu8.com/S/NIO\">NIO</a> delivered 14,178 vehicles in November 2022, a new record-high monthly delivery, representing an increase of 30.3% year-over-year. The deliveries consisted of 8,003 premium smart electric SUVs including 4,897 ES7s, and 6,175 premium smart electric sedans including 3,207 ET7s and 2,968 ET5s. Cumulative deliveries of NIO vehicles reached 273,741 as of November 30, 2022. NIO will further accelerate the production and delivery in December 2022.</p><p>On November 16, 2022, the ET7 was awarded the maximum five-star rating in the latest safety tests of European New Car Assessment Programme (NCAP) with its innovative body materials application and high-strength structural design. In addition, the ET7 has also secured a top five-star rating in the latest Green NCAP with high scores on clean air, energy efficiency and greenhouse gas.</p><p>On November 28, 2022, NIO and Tencent Holdings Limited (00700.HK) entered into a strategic cooperation agreement to further deepen partnership in the areas of autonomous driving related cloud services, intelligent driving maps and digital ecosystem to provide users with experiences beyond expectation.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NIO.SI":"蔚来","NIO":"蔚来","09866":"蔚来-SW"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1160531869","content_text":"NIO delivered 14,178 vehicles in November 2022, a new record-high monthly delivery, representing an increase of 30.3% year-over-year. The deliveries consisted of 8,003 premium smart electric SUVs including 4,897 ES7s, and 6,175 premium smart electric sedans including 3,207 ET7s and 2,968 ET5s. Cumulative deliveries of NIO vehicles reached 273,741 as of November 30, 2022. NIO will further accelerate the production and delivery in December 2022.On November 16, 2022, the ET7 was awarded the maximum five-star rating in the latest safety tests of European New Car Assessment Programme (NCAP) with its innovative body materials application and high-strength structural design. In addition, the ET7 has also secured a top five-star rating in the latest Green NCAP with high scores on clean air, energy efficiency and greenhouse gas.On November 28, 2022, NIO and Tencent Holdings Limited (00700.HK) entered into a strategic cooperation agreement to further deepen partnership in the areas of autonomous driving related cloud services, intelligent driving maps and digital ecosystem to provide users with experiences beyond expectation.","news_type":1},"isVote":1,"tweetType":1,"viewCount":168,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9916974321,"gmtCreate":1664503016263,"gmtModify":1676537467304,"author":{"id":"3557024931927052","authorId":"3557024931927052","name":"nctony","avatar":"https://static.tigerbbs.com/1449dfc5089ded0e8efe303fd4dd43b1","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3557024931927052","authorIdStr":"3557024931927052"},"themes":[],"htmlText":"Good price to buy now","listText":"Good price to buy now","text":"Good price to buy now","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":4,"repostSize":0,"link":"https://ttm.financial/post/9916974321","repostId":"2271698749","repostType":4,"repost":{"id":"2271698749","kind":"highlight","pubTimestamp":1664500788,"share":"https://ttm.financial/m/news/2271698749?lang=&edition=fundamental","pubTime":"2022-09-30 09:19","market":"hk","language":"en","title":"Dear NIO Stock Fans, Mark Your Calendars for Oct. 7","url":"https://stock-news.laohu8.com/highlight/detail?id=2271698749","media":"InvestorPlace","summary":"Nio (NIO) will host Nio Berlin 2022 on Oct. 7.At the event, the EV maker will launch the ET5, ET7, a","content":"<html><head></head><body><ul><li><b>Nio</b> (<b><u>NIO</u></b>) will host Nio Berlin 2022 on Oct. 7.</li><li>At the event, the EV maker will launch the ET5, ET7, and ES7 models in Europe.</li><li>Shares of NIO stock are down over 50% year-to-date.</li></ul><p><img src=\"https://static.tigerbbs.com/523d91d4fc8d12648cf0db30b54544af\" tg-width=\"768\" tg-height=\"432\" referrerpolicy=\"no-referrer\"/></p><p>Source: THINK A / Shutterstock.com</p><p><b>Nio</b> (NYSE:<b><u>NIO</u></b>) stock is in the red today, although a positive catalyst is just around the corner. On Oct. 7, the Chinese electric vehicle (EV) company will host Nio Berlin 2022, which is expected to be the European version of Nio Day. The event will carry the theme “A New Horizon,” which CEO William Li explains is about “exploring new possibilities in our life.”</p><p>Earlier this week, it was announced that Nio would purchase a 12% stake in lithium company <b>Greenwing Resources</b>. The EV company agreed to pay $12 million in exchange for 21.81 million shares of Greenwing at a price of 55 cents per share. Nio will also receive call options to acquire between 20% and 40% ownership of <b>Andes Litio</b>. Andes owns the rights to Argentina’s San Jorge lithium project. Greenwing will use at least 80% of the proceeds towards lithium exploration in the San Jorge project and other working capital costs.</p><p>Nio’s Greenwing stake is a move to acquire a key component of EV batteries in a year that has been plagued with supply chain inefficiencies. With that in mind, let’s get into the details of Nio Berlin 2022.</p><h2>NIO Stock: Nio’s Plans for Nio Berlin 2022</h2><p>On Oct. 7, Nio will unveil its ET5, ET7, and ES7 models in Europe. All three models utilize the NT 2.0 platform. In a phone interview earlier this month, President Qin Lihong hinted that further models may be launched in Europe later. Lihong and Li are currently on a 10-day road trip across Europe to share company developments.</p><p>The company is quickly expanding into European countries. By 2025, Nio plans on building 1,000 battery swap stations outside of China, with the majority of them in Europe. Lihong added:</p><blockquote>We are comprehensively ahead of our competitors in terms of products and services. It’s true there will be more EV models to be launched in Europe in three years, but we are also making more progress.</blockquote><p>Nio first expanded into foreign markets last May when it began selling EVs in Norway. This year, the automaker will expand into Germany, Sweden, Denmark, and the Netherlands. Battery leasing and swapping centers are already active in Norway for the ES8, with two stations currently active. Furthermore, Hungary was the recipient of Nio’s first overseas power plant earlier this month. The plant will be used to make products like battery swapping stations, reducing shipping costs when compared to shipped products from China.</p></body></html>","source":"investorplace","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>Dear NIO Stock Fans, Mark Your Calendars for Oct. 7</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\">\nDear NIO Stock Fans, Mark Your Calendars for Oct. 7\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-09-30 09:19 GMT+8 <a href=https://investorplace.com/2022/09/dear-nio-stock-fans-mark-your-calendars-for-oct-7/><strong>InvestorPlace</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Nio (NIO) will host Nio Berlin 2022 on Oct. 7.At the event, the EV maker will launch the ET5, ET7, and ES7 models in Europe.Shares of NIO stock are down over 50% year-to-date.Source: THINK A / ...</p>\n\n<a href=\"https://investorplace.com/2022/09/dear-nio-stock-fans-mark-your-calendars-for-oct-7/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NIO.SI":"蔚来","BK4099":"汽车制造商","BK4532":"文艺复兴科技持仓","BK4504":"桥水持仓","BK4509":"腾讯概念","BK4574":"无人驾驶","BK4548":"巴美列捷福持仓","BK4531":"中概回港概念","09866":"蔚来-SW","EVS.SI":"MSCI China Electric Vehicles and Future Mobility ETF-NikkoAM","BK4534":"瑞士信贷持仓","NIO":"蔚来","BK4505":"高瓴资本持仓","BK4581":"高盛持仓","BK4555":"新能源车","BK4526":"热门中概股"},"source_url":"https://investorplace.com/2022/09/dear-nio-stock-fans-mark-your-calendars-for-oct-7/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2271698749","content_text":"Nio (NIO) will host Nio Berlin 2022 on Oct. 7.At the event, the EV maker will launch the ET5, ET7, and ES7 models in Europe.Shares of NIO stock are down over 50% year-to-date.Source: THINK A / Shutterstock.comNio (NYSE:NIO) stock is in the red today, although a positive catalyst is just around the corner. On Oct. 7, the Chinese electric vehicle (EV) company will host Nio Berlin 2022, which is expected to be the European version of Nio Day. The event will carry the theme “A New Horizon,” which CEO William Li explains is about “exploring new possibilities in our life.”Earlier this week, it was announced that Nio would purchase a 12% stake in lithium company Greenwing Resources. The EV company agreed to pay $12 million in exchange for 21.81 million shares of Greenwing at a price of 55 cents per share. Nio will also receive call options to acquire between 20% and 40% ownership of Andes Litio. Andes owns the rights to Argentina’s San Jorge lithium project. Greenwing will use at least 80% of the proceeds towards lithium exploration in the San Jorge project and other working capital costs.Nio’s Greenwing stake is a move to acquire a key component of EV batteries in a year that has been plagued with supply chain inefficiencies. With that in mind, let’s get into the details of Nio Berlin 2022.NIO Stock: Nio’s Plans for Nio Berlin 2022On Oct. 7, Nio will unveil its ET5, ET7, and ES7 models in Europe. All three models utilize the NT 2.0 platform. In a phone interview earlier this month, President Qin Lihong hinted that further models may be launched in Europe later. Lihong and Li are currently on a 10-day road trip across Europe to share company developments.The company is quickly expanding into European countries. By 2025, Nio plans on building 1,000 battery swap stations outside of China, with the majority of them in Europe. Lihong added:We are comprehensively ahead of our competitors in terms of products and services. It’s true there will be more EV models to be launched in Europe in three years, but we are also making more progress.Nio first expanded into foreign markets last May when it began selling EVs in Norway. This year, the automaker will expand into Germany, Sweden, Denmark, and the Netherlands. Battery leasing and swapping centers are already active in Norway for the ES8, with two stations currently active. Furthermore, Hungary was the recipient of Nio’s first overseas power plant earlier this month. The plant will be used to make products like battery swapping stations, reducing shipping costs when compared to shipped products from China.","news_type":1},"isVote":1,"tweetType":1,"viewCount":45,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4119580313188952","authorId":"4119580313188952","name":"lowmy","avatar":"https://community-static.tradeup.com/news/345f98dd7282a0e36140fa9086542ee8","crmLevel":2,"crmLevelSwitch":0,"idStr":"4119580313188952","authorIdStr":"4119580313188952"},"content":"totally agree","text":"totally agree","html":"totally agree"}],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9010422464,"gmtCreate":1648455216262,"gmtModify":1676534339823,"author":{"id":"3557024931927052","authorId":"3557024931927052","name":"nctony","avatar":"https://static.tigerbbs.com/1449dfc5089ded0e8efe303fd4dd43b1","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3557024931927052","authorIdStr":"3557024931927052"},"themes":[],"htmlText":"Reaching 50K soon[Miser] ","listText":"Reaching 50K soon[Miser] ","text":"Reaching 50K soon[Miser]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9010422464","repostId":"1116550028","repostType":2,"repost":{"id":"1116550028","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":1648455091,"share":"https://ttm.financial/m/news/1116550028?lang=&edition=fundamental","pubTime":"2022-03-28 16:11","market":"us","language":"en","title":"Crypto Stocks Jumped in Premarket Trading","url":"https://stock-news.laohu8.com/highlight/detail?id=1116550028","media":"Tiger Newspress","summary":"Crypto stocks jumped in premarket trading. The9, Canaan, Bit Digital, Marathon Digital, Riot Blockch","content":"<html><head></head><body><p>Crypto stocks jumped in premarket trading. The9, Canaan, Bit Digital, Marathon Digital, Riot Blockchain, SOS Ltd and Coinbase climbed between 3% and 10%.</p><p><img src=\"https://static.tigerbbs.com/62264eff839e4d59e75fa16212f82eff\" tg-width=\"409\" tg-height=\"420\" referrerpolicy=\"no-referrer\"/></p><p>Bitcoin surged 4.41% to $46,499.29 at 22:07 GMT on Sunday, adding $1,963.64 to its previous close.</p><p>Bitcoin, the world's biggest and best-known cryptocurrency, is up 41.1% from the year's low of $32,950.72 on Jan. 24.</p><p>Ether , the coin linked to the ethereum blockchain network, surged 3.92% to $3,270.67 on Sunday, adding $123.45 to its previous close.</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>Crypto Stocks Jumped 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\">\nCrypto Stocks Jumped 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\">2022-03-28 16:11</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Crypto stocks jumped in premarket trading. The9, Canaan, Bit Digital, Marathon Digital, Riot Blockchain, SOS Ltd and Coinbase climbed between 3% and 10%.</p><p><img src=\"https://static.tigerbbs.com/62264eff839e4d59e75fa16212f82eff\" tg-width=\"409\" tg-height=\"420\" referrerpolicy=\"no-referrer\"/></p><p>Bitcoin surged 4.41% to $46,499.29 at 22:07 GMT on Sunday, adding $1,963.64 to its previous close.</p><p>Bitcoin, the world's biggest and best-known cryptocurrency, is up 41.1% from the year's low of $32,950.72 on Jan. 24.</p><p>Ether , the coin linked to the ethereum blockchain network, surged 3.92% to $3,270.67 on Sunday, adding $123.45 to its previous close.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"SOS":"SOS Limited","MARA":"MARA Holdings","CAN":"嘉楠科技","NCTY":"第九城市","RIOT":"Riot Platforms","BTBT":"Bit Digital, Inc."},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1116550028","content_text":"Crypto stocks jumped in premarket trading. The9, Canaan, Bit Digital, Marathon Digital, Riot Blockchain, SOS Ltd and Coinbase climbed between 3% and 10%.Bitcoin surged 4.41% to $46,499.29 at 22:07 GMT on Sunday, adding $1,963.64 to its previous close.Bitcoin, the world's biggest and best-known cryptocurrency, is up 41.1% from the year's low of $32,950.72 on Jan. 24.Ether , the coin linked to the ethereum blockchain network, surged 3.92% to $3,270.67 on Sunday, adding $123.45 to its previous close.","news_type":1},"isVote":1,"tweetType":1,"viewCount":171,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9912455238,"gmtCreate":1664889991824,"gmtModify":1676537523881,"author":{"id":"3557024931927052","authorId":"3557024931927052","name":"nctony","avatar":"https://static.tigerbbs.com/1449dfc5089ded0e8efe303fd4dd43b1","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3557024931927052","authorIdStr":"3557024931927052"},"themes":[],"htmlText":"Sure up and up","listText":"Sure up and up","text":"Sure up and up","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":5,"repostSize":0,"link":"https://ttm.financial/post/9912455238","repostId":"1164370909","repostType":2,"repost":{"id":"1164370909","kind":"news","pubTimestamp":1664888206,"share":"https://ttm.financial/m/news/1164370909?lang=&edition=fundamental","pubTime":"2022-10-04 20:56","market":"sg","language":"en","title":"NIO: Ready For Take-Off (Take Two)","url":"https://stock-news.laohu8.com/highlight/detail?id=1164370909","media":"Seeking Alpha","summary":"SummaryNIO shares have retraced significantly after a +100% rally.This gives us an ideal spot to sta","content":"<html><head></head><body><p><b>Summary</b></p><ul><li>NIO shares have retraced significantly after a +100% rally.</li><li>This gives us an ideal spot to start a position for the next rally.</li><li>Upside is supported by both fundamental and technical analysis.</li></ul><p><b>Thesis Summary</b></p><p>NIO, Inc. (NYSE:NYSE:NIO) has had some positive news come out in the last few weeks though this hasn’t prevented the stock from slumping with the rest of the market. The stock is now near its May low of $11.6, but I expect a swift turnaround soon.</p><p>From a technical perspective, the stock has reached the ideal retracement after rallying 100% since the low, and this is a good spot to enter a low-risk long near support. Furthermore, fundamentals support NIO’s long-term growth story, and though the company could still see a couple of weak quarters, the stock may have already bottomed.</p><p><b>Good News Is Good News</b></p><p>While stocks continue to be weighed down by the negative macroeconomic sentiment, many companies, like NIO, are still performing well in this environment.</p><p>On Saturday, NIO released its monthly and quarterlydelivery update. The company managed to sell 10,878 cars in September, and deliveries for the third quarter grew at a rate of 29.3% year-over-year, with the company setting a record for the quarter.</p><p>Most importantly, though, the company sold 2,928 ET7s, which is almost a 27% growth from last quarter and shows that the market has received this model well. The company also began production and distribution of the ET5, of which it sold 221 units.</p><p>In more good news, NIO recently acquired12.6% of Greenwing, a company which has a lithium exploration program at the San Jorge Lithium Project in Argentina. NIO also has call options to acquire 20%-40% of Andes Litio, which owns the rights to the Lithium project.</p><p>This means that NIO will potentially have its own source of Lithium, which is becoming harder to source. Furthermore, it gives NIO exposure to a different market, making the company more robust and diversified.</p><p>Lastly, it is worth mentioning that NIO continues its European expansion and will be hosting “NIO Berlin” on October 7, 2022. The company recently built its first battery swap station in the city and has plans to begin selling the ET7in Germany by the end of 2022.</p><p>All in all, while the share price has declined, the company’s fundamentals are stronger than ever, which is partly why I believe we are close to a significant rally. The other reason is technical analysis.</p><p><b>NIO Technical Analysis</b><img src=\"https://static.tigerbbs.com/4a26926e0dd0c1e6b1322186a52cbbf0\" tg-width=\"640\" tg-height=\"338\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>NIO Technical Analysis(Author's work)</p><p>First off, I’d like to point out that NIO rallied 100% from its low in May to its high in July. At the very least, we have to acknowledge the potential NIO has for lucrative trades, and we currently have a low-risk setup for another strong and fast rally.</p><p>In my opinion, the rally off the lows was an initial five-wave impulse in a wave 1, and we have seen retraced almost exactly to the 61.8% Fibonacci retracement. This is/was a wave 2, which took the form of an impulsive wave A (five waves down) a corrective wave B (three waves) and a final sell-off in an impulsive wave C.</p><p>Though it’s still very early to tell, there’s a good chance we struck the low on Friday, meaning we are set to rally in a wave 3 soon. Of course, in order to confirm this for sure we’d have to rally impulsively past resistance, which sits at around $20. This has historically been an area of high trade, and we can see it’s where the 50- and 200-day MAs are hovering on the 4h chart.</p><p>Finally, the RSI on the chart is also nearing oversold, and the MACD looks ready for a bullish crossover.</p><p><b>Risks</b></p><p>With that said, there are some risks to this thesis. As I mentioned above, it’s still early days to call a bottom. If the recent low breaks, I’d expect NIO to head towards the next key Fib level at $13.6. This would be an ideal spot to average down and place a stop-loss just below.</p><p>From a fundamental perspective, it’s also true that there are various unknown factors coming into play. We still don’t have enough data on the European expansion.</p><p>With that said, it’s worth pointing out that the CPCA, China Passenger Car Association, expects NEVs to significantly penetrate the market in the coming quarter. Demand could be accelerated as people try to take advantage of the temporary EV subsidies.</p><p><b>Takeaway</b></p><p>In conclusion, I continue to see NIO as a worthwhile long-term play, which now also has a setup for a low-risk entry point for a position or even a short-term trade. EVs are here to stay, and so is NIO.</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>NIO: Ready For Take-Off (Take Two)</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: Ready For Take-Off (Take Two)\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-10-04 20:56 GMT+8 <a href=https://seekingalpha.com/article/4544512-nio-ready-for-take-off-take-two><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryNIO shares have retraced significantly after a +100% rally.This gives us an ideal spot to start a position for the next rally.Upside is supported by both fundamental and technical analysis....</p>\n\n<a href=\"https://seekingalpha.com/article/4544512-nio-ready-for-take-off-take-two\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NIO":"蔚来","09866":"蔚来-SW","NIO.SI":"蔚来"},"source_url":"https://seekingalpha.com/article/4544512-nio-ready-for-take-off-take-two","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1164370909","content_text":"SummaryNIO shares have retraced significantly after a +100% rally.This gives us an ideal spot to start a position for the next rally.Upside is supported by both fundamental and technical analysis.Thesis SummaryNIO, Inc. (NYSE:NYSE:NIO) has had some positive news come out in the last few weeks though this hasn’t prevented the stock from slumping with the rest of the market. The stock is now near its May low of $11.6, but I expect a swift turnaround soon.From a technical perspective, the stock has reached the ideal retracement after rallying 100% since the low, and this is a good spot to enter a low-risk long near support. Furthermore, fundamentals support NIO’s long-term growth story, and though the company could still see a couple of weak quarters, the stock may have already bottomed.Good News Is Good NewsWhile stocks continue to be weighed down by the negative macroeconomic sentiment, many companies, like NIO, are still performing well in this environment.On Saturday, NIO released its monthly and quarterlydelivery update. The company managed to sell 10,878 cars in September, and deliveries for the third quarter grew at a rate of 29.3% year-over-year, with the company setting a record for the quarter.Most importantly, though, the company sold 2,928 ET7s, which is almost a 27% growth from last quarter and shows that the market has received this model well. The company also began production and distribution of the ET5, of which it sold 221 units.In more good news, NIO recently acquired12.6% of Greenwing, a company which has a lithium exploration program at the San Jorge Lithium Project in Argentina. NIO also has call options to acquire 20%-40% of Andes Litio, which owns the rights to the Lithium project.This means that NIO will potentially have its own source of Lithium, which is becoming harder to source. Furthermore, it gives NIO exposure to a different market, making the company more robust and diversified.Lastly, it is worth mentioning that NIO continues its European expansion and will be hosting “NIO Berlin” on October 7, 2022. The company recently built its first battery swap station in the city and has plans to begin selling the ET7in Germany by the end of 2022.All in all, while the share price has declined, the company’s fundamentals are stronger than ever, which is partly why I believe we are close to a significant rally. The other reason is technical analysis.NIO Technical AnalysisNIO Technical Analysis(Author's work)First off, I’d like to point out that NIO rallied 100% from its low in May to its high in July. At the very least, we have to acknowledge the potential NIO has for lucrative trades, and we currently have a low-risk setup for another strong and fast rally.In my opinion, the rally off the lows was an initial five-wave impulse in a wave 1, and we have seen retraced almost exactly to the 61.8% Fibonacci retracement. This is/was a wave 2, which took the form of an impulsive wave A (five waves down) a corrective wave B (three waves) and a final sell-off in an impulsive wave C.Though it’s still very early to tell, there’s a good chance we struck the low on Friday, meaning we are set to rally in a wave 3 soon. Of course, in order to confirm this for sure we’d have to rally impulsively past resistance, which sits at around $20. This has historically been an area of high trade, and we can see it’s where the 50- and 200-day MAs are hovering on the 4h chart.Finally, the RSI on the chart is also nearing oversold, and the MACD looks ready for a bullish crossover.RisksWith that said, there are some risks to this thesis. As I mentioned above, it’s still early days to call a bottom. If the recent low breaks, I’d expect NIO to head towards the next key Fib level at $13.6. This would be an ideal spot to average down and place a stop-loss just below.From a fundamental perspective, it’s also true that there are various unknown factors coming into play. We still don’t have enough data on the European expansion.With that said, it’s worth pointing out that the CPCA, China Passenger Car Association, expects NEVs to significantly penetrate the market in the coming quarter. Demand could be accelerated as people try to take advantage of the temporary EV subsidies.TakeawayIn conclusion, I continue to see NIO as a worthwhile long-term play, which now also has a setup for a low-risk entry point for a position or even a short-term trade. EVs are here to stay, and so is NIO.","news_type":1},"isVote":1,"tweetType":1,"viewCount":51,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9027442806,"gmtCreate":1654076767405,"gmtModify":1676535389991,"author":{"id":"3557024931927052","authorId":"3557024931927052","name":"nctony","avatar":"https://static.tigerbbs.com/1449dfc5089ded0e8efe303fd4dd43b1","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3557024931927052","authorIdStr":"3557024931927052"},"themes":[],"htmlText":"We wants more please[Miser] ","listText":"We wants more please[Miser] ","text":"We wants more please[Miser]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9027442806","repostId":"1178697371","repostType":2,"repost":{"id":"1178697371","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":1654075931,"share":"https://ttm.financial/m/news/1178697371?lang=&edition=fundamental","pubTime":"2022-06-01 17:32","market":"sg","language":"en","title":"Nio Delivered 7,024 Vehicles in May 2022","url":"https://stock-news.laohu8.com/highlight/detail?id=1178697371","media":"Tiger Newspress","summary":"NIO today announced its May 2022 delivery results.NIO delivered 7,024 vehicles in May 2022. The deliveries consisted of 5,317 premium smart electric SUVs, including 746 ES8s, 2,936 ES6s and 1,635 EC6s","content":"<html><head></head><body><p>NIO today announced its May 2022 delivery results. NIO delivered 7,024 vehicles in May 2022. The deliveries consisted of 5,317 premium smart electric SUVs, including 746 ES8s, 2,936 ES6s and 1,635 EC6s, and 1,707 ET7s, the Company’s flagship premium smart electric sedan. As of May 31, 2022, cumulative deliveries reached 204,936 vehicles.</p><p>NIO shares rose 2% in premarket trading.</p><p><img src=\"https://static.tigerbbs.com/2288938d41674e7931a430672a148f94\" tg-width=\"834\" tg-height=\"845\" width=\"100%\" height=\"auto\"/></p><p>In May 2022, the Company’s vehicle production had been gradually recovering from the impact of COVID-19 outbreaks in certain regions in China while vehicle deliveries were still constrained to a certain extent by the corresponding preventive measures. NIO plans to further ramp up the production capacity to a higher level by working closely with supply chain partners and to accelerate the delivery recovery starting from June, in light of the recent supportive developments in the COVID-19 situation and the strong order inflow.</p><p>As of May 2022, NIO users’ cumulative mileage exceeded 5 billion kilometers. The NIO Pilot has assisted our users in driving for over 418 million kilometers, among which the cumulative mileage of Navigate on Pilot (NOP) exceeded 157 million kilometers, demonstrating the appeal of our advanced ADAS functions to users.</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>Nio Delivered 7,024 Vehicles in May 2022</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 Delivered 7,024 Vehicles in May 2022\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\">2022-06-01 17:32</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>NIO today announced its May 2022 delivery results. NIO delivered 7,024 vehicles in May 2022. The deliveries consisted of 5,317 premium smart electric SUVs, including 746 ES8s, 2,936 ES6s and 1,635 EC6s, and 1,707 ET7s, the Company’s flagship premium smart electric sedan. As of May 31, 2022, cumulative deliveries reached 204,936 vehicles.</p><p>NIO shares rose 2% in premarket trading.</p><p><img src=\"https://static.tigerbbs.com/2288938d41674e7931a430672a148f94\" tg-width=\"834\" tg-height=\"845\" width=\"100%\" height=\"auto\"/></p><p>In May 2022, the Company’s vehicle production had been gradually recovering from the impact of COVID-19 outbreaks in certain regions in China while vehicle deliveries were still constrained to a certain extent by the corresponding preventive measures. NIO plans to further ramp up the production capacity to a higher level by working closely with supply chain partners and to accelerate the delivery recovery starting from June, in light of the recent supportive developments in the COVID-19 situation and the strong order inflow.</p><p>As of May 2022, NIO users’ cumulative mileage exceeded 5 billion kilometers. The NIO Pilot has assisted our users in driving for over 418 million kilometers, among which the cumulative mileage of Navigate on Pilot (NOP) exceeded 157 million kilometers, demonstrating the appeal of our advanced ADAS functions to users.</p></body></html>\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":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1178697371","content_text":"NIO today announced its May 2022 delivery results. NIO delivered 7,024 vehicles in May 2022. The deliveries consisted of 5,317 premium smart electric SUVs, including 746 ES8s, 2,936 ES6s and 1,635 EC6s, and 1,707 ET7s, the Company’s flagship premium smart electric sedan. As of May 31, 2022, cumulative deliveries reached 204,936 vehicles.NIO shares rose 2% in premarket trading.In May 2022, the Company’s vehicle production had been gradually recovering from the impact of COVID-19 outbreaks in certain regions in China while vehicle deliveries were still constrained to a certain extent by the corresponding preventive measures. NIO plans to further ramp up the production capacity to a higher level by working closely with supply chain partners and to accelerate the delivery recovery starting from June, in light of the recent supportive developments in the COVID-19 situation and the strong order inflow.As of May 2022, NIO users’ cumulative mileage exceeded 5 billion kilometers. The NIO Pilot has assisted our users in driving for over 418 million kilometers, among which the cumulative mileage of Navigate on Pilot (NOP) exceeded 157 million kilometers, demonstrating the appeal of our advanced ADAS functions to users.","news_type":1},"isVote":1,"tweetType":1,"viewCount":121,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9034953574,"gmtCreate":1647767539839,"gmtModify":1676534264509,"author":{"id":"3557024931927052","authorId":"3557024931927052","name":"nctony","avatar":"https://static.tigerbbs.com/1449dfc5089ded0e8efe303fd4dd43b1","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3557024931927052","authorIdStr":"3557024931927052"},"themes":[],"htmlText":"Not easy lol[Cool] ","listText":"Not easy lol[Cool] ","text":"Not easy lol[Cool]","images":[{"img":"https://community-static.tradeup.com/news/06c9a2fd01e5660d63ebd2b5784790a2","width":"1080","height":"1653"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9034953574","isVote":1,"tweetType":1,"viewCount":106,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9957694175,"gmtCreate":1677202515997,"gmtModify":1677202519261,"author":{"id":"3557024931927052","authorId":"3557024931927052","name":"nctony","avatar":"https://static.tigerbbs.com/1449dfc5089ded0e8efe303fd4dd43b1","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3557024931927052","authorIdStr":"3557024931927052"},"themes":[],"htmlText":"SQ is back[Miser] ","listText":"SQ is back[Miser] ","text":"SQ is back[Miser]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":14,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9957694175","repostId":"1189816906","repostType":4,"repost":{"id":"1189816906","kind":"news","pubTimestamp":1677200528,"share":"https://ttm.financial/m/news/1189816906?lang=&edition=fundamental","pubTime":"2023-02-24 09:02","market":"us","language":"en","title":"3 Hot Stocks for Tomorrow: Friday Predictions for SQ, CVNA, Bitcoin","url":"https://stock-news.laohu8.com/highlight/detail?id=1189816906","media":"InvestorPlace","summary":"Block(SQ) is the first of our hot stocks for tomorrow, as it reports earnings after the close on Thu","content":"<html><head></head><body><ul><li><b>Block</b>(<b>SQ</b>) is the first of our hot stocks for tomorrow, as it reports earnings after the close on Thursday.</li><li><b>Carvana</b>(<b>CVNA</b>) also reports earnings amid swirling bankruptcy reports.</li><li><b>Bitcoin</b>(<b>BTC-USD</b>) faces a big technical hurdle on the weekly charts, even as it has traded quite well so far this year.</li></ul><p>The stock market wavered on Wednesday and ended slightly lower for the day. That marked the fourth straight daily decline for the <b>S&P 500</b> and has investors looking for a turnaround. It also has them looking at hot stocks for tomorrow.</p><p><b>Nvidia</b>(NASDAQ: <b>NVDA</b>) leads the charge today with earnings in focus, but <b>Alibaba</b>(NYSE: <b>BABA</b>), <b>Lucid</b> <b>Motors</b>(NASDAQ: <b>LCID</b>), and others are also in the spotlight (here are the key levels to know now).</p><p>The Federal Reserve’s FOMC release on Wednesday afternoon sparked some volatility but nothing that seems to be rocking the boat all that much. The GDP report was released on Thursday morning, but investors are wondering if the stock market can end its recent run to the downside.</p><p>Let’s look at a few hot stocks for tomorrow — Friday.</p><p><b>Hot Stocks for Tomorrow: Block (SQ)</b></p><p>Just like all eyes are on Nvidia, Lucid, and others this morning, they will be on <b>Block</b>(NYSE: <b>SQ</b>) soon enough. That’s as the company reports earnings on Thursday after the close.</p><p>SQ stock has performed exceptionally well this year and has been very strong since bottoming on Nov. 3. So far, shares are up about 16% on the year and have rallied more than 40% from the recent low. That said, it hasn’t been an easy ride over the past year.</p><p>Combined with its exposure to cryptocurrencies, Block is considered a growth stock has made it a target for the bears. While growth stocks have traded quite well over the last four to six weeks, many are again starting to come under pressure.</p><p>Will the recent pullback provide enough of a dip to justify bidding these names higher on earnings, or will the quarter exacerbate the decline?</p><p><b>The Chart:</b> We have an excellent little “ABC” correction down to the 50-day moving average. A break of the 200-day moving average puts $66, then $58 to $60 in play. On the upside, a bullish reaction puts $78.50 to $80 in play, followed by the prior breakout level near $83, then finally, the $90 to $92 area.</p><p><b>Carvana (CVNA)</b></p><p><b>Carvana</b>(NYSE: <b>CVNA</b>) has been in the news a lot lately, mostly surrounding its potential bankruptcy. The company has been operating at a steep loss, with negative free cash flow and an intimidating debt load.</p><p>Bulls are hoping to hear something positive in the report. A way to ease the balance-sheet load or improve margins, cost cuts — really anything that points to a glimmer of hope in avoiding bankruptcy.</p><p>However, it is important to remember that CVNA stock has become a speculation vehicle for traders looking at a potential short squeeze.</p><p>According to Fintel, more than 70% of the float is currently sold short. In that sense, CVNA stock <i>could</i> be primed for a short squeeze if the results are better than feared.</p><p><b>The Chart:</b> Shares have been trending lower. First, bulls want to see shares clear $11.50, putting CVNA above the 10-day and 21-day moving averages. Really though, they want to see shares rally to (and potentially clear) $20 to $22. That’s the current resistance and the 200-day moving average. On the downside, bulls want to see a dip to the $7.50 to $8 area to hold as support.</p><p><b>Hot Stocks for Tomorrow: Bitcoin (BTC-USD)</b></p><p>Though technically not a stock, the enthusiasm for crypto has been on the rise again, and that’s being led by <b>Bitcoin</b>(<b>BTC-USD</b>). Bitcoin has done quite well over the few months, as buyers continue to elevate the leading cryptocurrency.</p><p>Cathie Wood recently reiterated her call for Bitcoin to trade at a seven-figure value eventually, but that could be a long way off — even by her measures.</p><p>So far, Bitcoin has rallied in five of the last seven weeks, although it’s down about 1.3% so far this week. For an asset like this, though, that figure can be erased in no time if bulls choose to do so.</p><p>The problem?</p><p>The short-term trend has been incredibly bullish. However, the long-term trends still look bearish at worst and questionable at best.</p><p><b>The Chart:</b> The chart above shows the daily view on the left and the weekly view on the right. Bitcoin is riding its 10-day moving average and is above all of its daily moving averages. It’s also holding above recent resistance near $23,750.</p><p>On the flip side, it’s stalling near the very key $25,000 level while also running right into its 200-week and 50-week moving averages. So if you are trading Bitcoin on the long side, you should know some of the more significant levels looming on the weekly chart.</p></body></html>","source":"investorplace","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>3 Hot Stocks for Tomorrow: Friday Predictions for SQ, CVNA, Bitcoin</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n3 Hot Stocks for Tomorrow: Friday Predictions for SQ, CVNA, Bitcoin\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-02-24 09:02 GMT+8 <a href=https://investorplace.com/2023/02/sq-cvna-bitcoin-3-hot-stocks-for-tomorrow-friday-predictions/><strong>InvestorPlace</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Block(SQ) is the first of our hot stocks for tomorrow, as it reports earnings after the close on Thursday.Carvana(CVNA) also reports earnings amid swirling bankruptcy reports.Bitcoin(BTC-USD) faces a ...</p>\n\n<a href=\"https://investorplace.com/2023/02/sq-cvna-bitcoin-3-hot-stocks-for-tomorrow-friday-predictions/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"SQ":"Block","CVNA":"Carvana Co."},"source_url":"https://investorplace.com/2023/02/sq-cvna-bitcoin-3-hot-stocks-for-tomorrow-friday-predictions/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1189816906","content_text":"Block(SQ) is the first of our hot stocks for tomorrow, as it reports earnings after the close on Thursday.Carvana(CVNA) also reports earnings amid swirling bankruptcy reports.Bitcoin(BTC-USD) faces a big technical hurdle on the weekly charts, even as it has traded quite well so far this year.The stock market wavered on Wednesday and ended slightly lower for the day. That marked the fourth straight daily decline for the S&P 500 and has investors looking for a turnaround. It also has them looking at hot stocks for tomorrow.Nvidia(NASDAQ: NVDA) leads the charge today with earnings in focus, but Alibaba(NYSE: BABA), Lucid Motors(NASDAQ: LCID), and others are also in the spotlight (here are the key levels to know now).The Federal Reserve’s FOMC release on Wednesday afternoon sparked some volatility but nothing that seems to be rocking the boat all that much. The GDP report was released on Thursday morning, but investors are wondering if the stock market can end its recent run to the downside.Let’s look at a few hot stocks for tomorrow — Friday.Hot Stocks for Tomorrow: Block (SQ)Just like all eyes are on Nvidia, Lucid, and others this morning, they will be on Block(NYSE: SQ) soon enough. That’s as the company reports earnings on Thursday after the close.SQ stock has performed exceptionally well this year and has been very strong since bottoming on Nov. 3. So far, shares are up about 16% on the year and have rallied more than 40% from the recent low. That said, it hasn’t been an easy ride over the past year.Combined with its exposure to cryptocurrencies, Block is considered a growth stock has made it a target for the bears. While growth stocks have traded quite well over the last four to six weeks, many are again starting to come under pressure.Will the recent pullback provide enough of a dip to justify bidding these names higher on earnings, or will the quarter exacerbate the decline?The Chart: We have an excellent little “ABC” correction down to the 50-day moving average. A break of the 200-day moving average puts $66, then $58 to $60 in play. On the upside, a bullish reaction puts $78.50 to $80 in play, followed by the prior breakout level near $83, then finally, the $90 to $92 area.Carvana (CVNA)Carvana(NYSE: CVNA) has been in the news a lot lately, mostly surrounding its potential bankruptcy. The company has been operating at a steep loss, with negative free cash flow and an intimidating debt load.Bulls are hoping to hear something positive in the report. A way to ease the balance-sheet load or improve margins, cost cuts — really anything that points to a glimmer of hope in avoiding bankruptcy.However, it is important to remember that CVNA stock has become a speculation vehicle for traders looking at a potential short squeeze.According to Fintel, more than 70% of the float is currently sold short. In that sense, CVNA stock could be primed for a short squeeze if the results are better than feared.The Chart: Shares have been trending lower. First, bulls want to see shares clear $11.50, putting CVNA above the 10-day and 21-day moving averages. Really though, they want to see shares rally to (and potentially clear) $20 to $22. That’s the current resistance and the 200-day moving average. On the downside, bulls want to see a dip to the $7.50 to $8 area to hold as support.Hot Stocks for Tomorrow: Bitcoin (BTC-USD)Though technically not a stock, the enthusiasm for crypto has been on the rise again, and that’s being led by Bitcoin(BTC-USD). Bitcoin has done quite well over the few months, as buyers continue to elevate the leading cryptocurrency.Cathie Wood recently reiterated her call for Bitcoin to trade at a seven-figure value eventually, but that could be a long way off — even by her measures.So far, Bitcoin has rallied in five of the last seven weeks, although it’s down about 1.3% so far this week. For an asset like this, though, that figure can be erased in no time if bulls choose to do so.The problem?The short-term trend has been incredibly bullish. However, the long-term trends still look bearish at worst and questionable at best.The Chart: The chart above shows the daily view on the left and the weekly view on the right. Bitcoin is riding its 10-day moving average and is above all of its daily moving averages. It’s also holding above recent resistance near $23,750.On the flip side, it’s stalling near the very key $25,000 level while also running right into its 200-week and 50-week moving averages. So if you are trading Bitcoin on the long side, you should know some of the more significant levels looming on the weekly chart.","news_type":1},"isVote":1,"tweetType":1,"viewCount":70,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9098738879,"gmtCreate":1644227620676,"gmtModify":1676533901527,"author":{"id":"3557024931927052","authorId":"3557024931927052","name":"nctony","avatar":"https://static.tigerbbs.com/1449dfc5089ded0e8efe303fd4dd43b1","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3557024931927052","authorIdStr":"3557024931927052"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/BABA\">$Alibaba(BABA)$</a>BaBa if happen drop to 90 must buy[Miser] ","listText":"<a href=\"https://ttm.financial/S/BABA\">$Alibaba(BABA)$</a>BaBa if happen drop to 90 must buy[Miser] ","text":"$Alibaba(BABA)$BaBa if happen drop to 90 must buy[Miser]","images":[{"img":"https://static.itradeup.com/news/a112e25277a6028c34d7d5a1f298971c","width":"1080","height":"3723"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":1,"link":"https://ttm.financial/post/9098738879","isVote":1,"tweetType":1,"viewCount":790,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4103971523974700","authorId":"4103971523974700","name":"Scratch612","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":6,"crmLevelSwitch":1,"idStr":"4103971523974700","authorIdStr":"4103971523974700"},"content":"How about 99.88","text":"How about 99.88","html":"How about 99.88"}],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9952644929,"gmtCreate":1674708360361,"gmtModify":1676538954453,"author":{"id":"3557024931927052","authorId":"3557024931927052","name":"nctony","avatar":"https://static.tigerbbs.com/1449dfc5089ded0e8efe303fd4dd43b1","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3557024931927052","authorIdStr":"3557024931927052"},"themes":[],"htmlText":"His the man[Applaud] ","listText":"His the man[Applaud] ","text":"His the man[Applaud]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":4,"repostSize":0,"link":"https://ttm.financial/post/9952644929","repostId":"2306374584","repostType":2,"repost":{"id":"2306374584","kind":"news","pubTimestamp":1674704147,"share":"https://ttm.financial/m/news/2306374584?lang=&edition=fundamental","pubTime":"2023-01-26 11:35","market":"us","language":"en","title":"Musk’s Big Tesla Growth Target Is a Problem","url":"https://stock-news.laohu8.com/highlight/detail?id=2306374584","media":"Bloomberg","summary":"The company’s forecast for vehicle production falls short of estimates and its focus on compound ann","content":"<html><head></head><body><p>The company’s forecast for vehicle production falls short of estimates and its focus on compound annual growth obscures 2023’s sharp slowdown.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/dd372c6dfdeb7ea5e5e34553c906e643\" tg-width=\"1000\" tg-height=\"728\" width=\"100%\" height=\"auto\"/><span>Tesla CEO Elon Musk has been testifying in a lawsuit over 2018 tweets saying he was taking Tesla private with funding secured. Photographer: Justin Sullivan/Getty Images North America</span></p><p>It pays to parse the language of any company’s earnings report, but perhaps more so for Tesla Inc. You could say it’s in the corporate genes. After all, Chief Executive Elon Musk has spent much of the past several days trying to convince a jury that he really did have “funding secured” in 2018. That’s despite his mooted multi-billion dollar take-private deal seeming to have had less in the way of documented pre-approvals than your average household mortgage application.</p><p>The line that caught my eye on Wednesday evening concerned guidance, with Tesla aiming to produce 1.8 million vehicles this year and, thereby, “remain ahead of the long-term 50% CAGR,” or compound annual growth rate. For a couple of years, Tesla has said it aims to grow annual production by half, on average, over a “multi-year horizon.” Compare that 2023 target with 2020’s output of just over half-a-million and you do indeed get a compounded growth rate of more than 50%. But actual growth<i>this</i>year looks set to be 31%.</p><p>Let’s acknowledge that is still phenomenal for any reasonably sized autos manufacturer. Just five years ago, Tesla produced only about 250,000 vehicles.</p><p>But the tell here is the language, with Tesla going out of its way to emphasize that, technically, it will remain true to the “multi-year” target despite growth slowing sharply. Certainly, it has slowed more sharply than expected: The consensus forecast for 2023 is 1.95 million. Which gets at why Tesla likely felt the need for a growth-secured moment.</p><p>The disappointing fourth-quarter deliveries and price cuts that have unnerved investors over the past month or so fed through to Wednesday’s results. Inventory jumped and implied average selling prices, excluding leased vehicles and regulatory credits, dipped under $52,000, their lowest in a year. Even that figure was boosted by roughly $800 via the recognition of $324 million of deferred revenue linked to Tesla’s generously named Full Self Driving package. Gross profit per vehicle sold, at about $12,300, was the lowest in almost two years. Free cash flow dropped by a third, year-over-year, well shy of forecasts.</p><p>This is not surprising, but it is troubling. It isn’t surprising because companies chasing growth quite often run into the problem of boosting capacity faster than sales. Tesla produced 1.37 million vehicles last year but lists capacity of more than 1.9 million, with new and expanded factories expected in markets from Mexico to Indonesia.</p><p>It is troubling because, despite the collapse in Tesla’s stock over the past year or so, it still trades at a 77% premium to the S&P 500 based on multiples of forward earnings estimates — estimates that look vulnerable after these results. Tesla remains priced for growth, but the growth story comes with the caveats of using average multi-year percentages and evident reliance on price cuts. The latter are especially inimical to Tesla’s aura because price cuts to move product are what you get from regular old car companies that trade on single-digit earnings multiples (Tesla’s is 32 times).</p><p>Even worse, regular old car companies haven’t been cutting prices of late, despite lower deliveries. This owes partly to the pandemic-related disruption of supply chains, leaving dealer lots sparse and giving the industry a relatively rare dose of pricing power. The likes of Ford Motor Co. took this on board in terms of aligning production more closely with sales. That is, in effect, the opposite of what’s happened with Tesla as it chases growth.</p><p>During Wednesday evening’s Q&A, Musk touted Tesla’s AI capabilities. Framing Tesla as being more than an autos company has long been an effective way of boosting its valuation — albeit less effective of late. This year’s challenge for Tesla won’t be delivering robotaxis or a walking robot. It will be dealing with soft demand amid a potential recession that Musk seems to regard as all but certain. For investors who have just undergone a year of deflating expectations, it will be bracing for another dose.</p></body></html>","source":"lsy1584095487587","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Musk’s Big Tesla Growth Target Is a Problem</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; 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}\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nMusk’s Big Tesla Growth Target Is a Problem\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-01-26 11:35 GMT+8 <a href=https://www.bloomberg.com/opinion/articles/2023-01-26/musk-s-big-tesla-growth-target-is-a-problem><strong>Bloomberg</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>The company’s forecast for vehicle production falls short of estimates and its focus on compound annual growth obscures 2023’s sharp slowdown.Tesla CEO Elon Musk has been testifying in a lawsuit over ...</p>\n\n<a href=\"https://www.bloomberg.com/opinion/articles/2023-01-26/musk-s-big-tesla-growth-target-is-a-problem\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU1244550494.USD":"FRANKLIN GLOBAL MULTI-ASSET INCOME \"A\" (USDHEDGED) ACC","LU1720051108.HKD":"ALLIANZ GLOBAL ARTIFICIAL INTELLIGENCE \"AT\" (HKD) ACC","LU0943347566.SGD":"安联收益及增长平衡基金AM H2-SGD","BK4532":"文艺复兴科技持仓","LU2357305700.SGD":"Allianz Global Artificial Intelligence ET H2-SGD","LU0234570918.USD":"高盛全球核心股票组合Acc Close","LU1839511570.USD":"WELLS FARGO GLOBAL FACTOR ENHANCED EQUITY \"I\" (USD) ACC","LU1861559042.SGD":"日兴方舟颠覆性创新基金B SGD","LU0053666078.USD":"摩根大通基金-美国股票A(离岸)美元","LU0823411888.USD":"法巴消费创新基金 Cap","BK4585":"ETF&股票定投概念","BK4534":"瑞士信贷持仓","LU1551013342.USD":"Allianz Income and Growth Cl AMg2 DIS USD","LU0082616367.USD":"摩根大通美国科技A(dist)","LU0056508442.USD":"贝莱德世界科技基金A2","BK4555":"新能源车","IE00B1XK9C88.USD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A\" (USD) ACC","BK4533":"AQR资本管理(全球第二大对冲基金)","BK4114":"综合货品商店","IE00BSNM7G36.USD":"NEUBERGER BERMAN SYSTEMATIC GLOBAL SUSTAINABLE VALUE \"A\" (USD) ACC","LU0820561909.HKD":"ALLIANZ INCOME AND GROWTH \"AM\" (HKD) INC","LU0234572021.USD":"高盛美国核心股票组合Acc","LU2249611893.SGD":"BNP PARIBAS ENERGY TRANSITION \"CRH\" (SGD) ACC","BK4527":"明星科技股","LU2063271972.USD":"富兰克林创新领域基金","BK4550":"红杉资本持仓","TSLA":"特斯拉","IE00BWXC8680.SGD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A5\" (SGD) ACC","BK4574":"无人驾驶","BK4551":"寇图资本持仓","LU0097036916.USD":"贝莱德美国增长A2 USD","LU2087621335.USD":"ALLSPRING GLOBAL FACTOR ENHANCED EQUITY \"A\" (USD) ACC","LU0689472784.USD":"安联收益及增长基金Cl AM AT Acc","LU1852331112.SGD":"Blackrock World Technology Fund A2 SGD-H","LU0198837287.USD":"UBS (LUX) EQUITY SICAV - USA GROWTH \"P\" (USD) ACC","LU1861215975.USD":"贝莱德新一代科技基金 A2","BK4581":"高盛持仓","LU0316494557.USD":"FRANKLIN GLOBAL FUNDAMENTAL STRATEGIES \"A\" ACC","BK4504":"桥水持仓","LU1244550221.USD":"FRANKLIN GLOBAL MULTI-ASSET INCOME \"A\" (USDHEDGED) INC (M)","LU1548497426.USD":"安联环球人工智能AT Acc","LU0820561818.USD":"安联收益及增长平衡基金Cl AM DIS","LU1244550577.SGD":"FTIF - Franklin Global Multi-Asset Income A (Mdis) SGD-H1","LU1551013425.SGD":"Allianz Income and Growth Cl AMg2 DIS H2-SGD","LU1861558580.USD":"日兴方舟颠覆性创新基金B","BK4511":"特斯拉概念","BK4099":"汽车制造商","LU1861220033.SGD":"Blackrock Next Generation Technology A2 SGD-H","BK4548":"巴美列捷福持仓"},"source_url":"https://www.bloomberg.com/opinion/articles/2023-01-26/musk-s-big-tesla-growth-target-is-a-problem","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2306374584","content_text":"The company’s forecast for vehicle production falls short of estimates and its focus on compound annual growth obscures 2023’s sharp slowdown.Tesla CEO Elon Musk has been testifying in a lawsuit over 2018 tweets saying he was taking Tesla private with funding secured. Photographer: Justin Sullivan/Getty Images North AmericaIt pays to parse the language of any company’s earnings report, but perhaps more so for Tesla Inc. You could say it’s in the corporate genes. After all, Chief Executive Elon Musk has spent much of the past several days trying to convince a jury that he really did have “funding secured” in 2018. That’s despite his mooted multi-billion dollar take-private deal seeming to have had less in the way of documented pre-approvals than your average household mortgage application.The line that caught my eye on Wednesday evening concerned guidance, with Tesla aiming to produce 1.8 million vehicles this year and, thereby, “remain ahead of the long-term 50% CAGR,” or compound annual growth rate. For a couple of years, Tesla has said it aims to grow annual production by half, on average, over a “multi-year horizon.” Compare that 2023 target with 2020’s output of just over half-a-million and you do indeed get a compounded growth rate of more than 50%. But actual growththisyear looks set to be 31%.Let’s acknowledge that is still phenomenal for any reasonably sized autos manufacturer. Just five years ago, Tesla produced only about 250,000 vehicles.But the tell here is the language, with Tesla going out of its way to emphasize that, technically, it will remain true to the “multi-year” target despite growth slowing sharply. Certainly, it has slowed more sharply than expected: The consensus forecast for 2023 is 1.95 million. Which gets at why Tesla likely felt the need for a growth-secured moment.The disappointing fourth-quarter deliveries and price cuts that have unnerved investors over the past month or so fed through to Wednesday’s results. Inventory jumped and implied average selling prices, excluding leased vehicles and regulatory credits, dipped under $52,000, their lowest in a year. Even that figure was boosted by roughly $800 via the recognition of $324 million of deferred revenue linked to Tesla’s generously named Full Self Driving package. Gross profit per vehicle sold, at about $12,300, was the lowest in almost two years. Free cash flow dropped by a third, year-over-year, well shy of forecasts.This is not surprising, but it is troubling. It isn’t surprising because companies chasing growth quite often run into the problem of boosting capacity faster than sales. Tesla produced 1.37 million vehicles last year but lists capacity of more than 1.9 million, with new and expanded factories expected in markets from Mexico to Indonesia.It is troubling because, despite the collapse in Tesla’s stock over the past year or so, it still trades at a 77% premium to the S&P 500 based on multiples of forward earnings estimates — estimates that look vulnerable after these results. Tesla remains priced for growth, but the growth story comes with the caveats of using average multi-year percentages and evident reliance on price cuts. The latter are especially inimical to Tesla’s aura because price cuts to move product are what you get from regular old car companies that trade on single-digit earnings multiples (Tesla’s is 32 times).Even worse, regular old car companies haven’t been cutting prices of late, despite lower deliveries. This owes partly to the pandemic-related disruption of supply chains, leaving dealer lots sparse and giving the industry a relatively rare dose of pricing power. The likes of Ford Motor Co. took this on board in terms of aligning production more closely with sales. That is, in effect, the opposite of what’s happened with Tesla as it chases growth.During Wednesday evening’s Q&A, Musk touted Tesla’s AI capabilities. Framing Tesla as being more than an autos company has long been an effective way of boosting its valuation — albeit less effective of late. This year’s challenge for Tesla won’t be delivering robotaxis or a walking robot. It will be dealing with soft demand amid a potential recession that Musk seems to regard as all but certain. For investors who have just undergone a year of deflating expectations, it will be bracing for another dose.","news_type":1},"isVote":1,"tweetType":1,"viewCount":54,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9958049396,"gmtCreate":1673595032616,"gmtModify":1676538861839,"author":{"id":"3557024931927052","authorId":"3557024931927052","name":"nctony","avatar":"https://static.tigerbbs.com/1449dfc5089ded0e8efe303fd4dd43b1","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3557024931927052","authorIdStr":"3557024931927052"},"themes":[],"htmlText":"Take a break[Cool] ","listText":"Take a break[Cool] ","text":"Take a break[Cool]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":12,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9958049396","repostId":"1173773008","repostType":2,"repost":{"id":"1173773008","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":1673837089,"share":"https://ttm.financial/m/news/1173773008?lang=&edition=fundamental","pubTime":"2023-01-16 10:44","market":"us","language":"en","title":"Reminder: U.S. Market is Closed for Martin Luther King Day on Monday, Jan.16, 2023","url":"https://stock-news.laohu8.com/highlight/detail?id=1173773008","media":"Tiger Newspress","summary":"Martin Luther King Day has arrived. The U.S. market is closed on Monday, Jan.16, 2023. Please take n","content":"<html><head></head><body><p>Martin Luther King Day has arrived. The U.S. market is closed on Monday, Jan.16, 2023. Please take note of the trading arrangements during the holiday period and make the necessary preparations in advance.</p><p><img src=\"https://static.tigerbbs.com/b7e7bd8e1185d50c2f408c41e4b734d9\" tg-width=\"500\" tg-height=\"336\" referrerpolicy=\"no-referrer\"/></p><h3>Background</h3><p>Martin Luther King Day, or Martin Luther King Jr. Day, is observed on the third Monday of January every year.</p><p>Martin Luther King Day is held in honor of Martin Luther King Jr., the famous civil rights leader who was born in 1929.</p><p>He organized the popular march on Washington for jobs and freedom to highlight the daily struggles of African Americans in 1963 with the support of various civil rights and religious groups.</p><p>Almost over 25,000 people took part in this protest and it ended at the Lincoln Memorial where the crowd gathered to listen to MLK's "I Have A Dream" speech that influences peace and equality. MLK's "I Have A Dream" speech that influences peace and equality.</p><p>It contributed to the passing of the Civil Rights Act of 1964, outlawing discrimination based on color, religion, sex, or national origin.</p><p>He was also the youngest person to receive the Noble Peace Prize in 1964.</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>Reminder: U.S. Market is Closed for Martin Luther King Day on Monday, Jan.16, 2023</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nReminder: U.S. Market is Closed for Martin Luther King Day on Monday, Jan.16, 2023\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\">2023-01-16 10:44</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Martin Luther King Day has arrived. The U.S. market is closed on Monday, Jan.16, 2023. Please take note of the trading arrangements during the holiday period and make the necessary preparations in advance.</p><p><img src=\"https://static.tigerbbs.com/b7e7bd8e1185d50c2f408c41e4b734d9\" tg-width=\"500\" tg-height=\"336\" referrerpolicy=\"no-referrer\"/></p><h3>Background</h3><p>Martin Luther King Day, or Martin Luther King Jr. Day, is observed on the third Monday of January every year.</p><p>Martin Luther King Day is held in honor of Martin Luther King Jr., the famous civil rights leader who was born in 1929.</p><p>He organized the popular march on Washington for jobs and freedom to highlight the daily struggles of African Americans in 1963 with the support of various civil rights and religious groups.</p><p>Almost over 25,000 people took part in this protest and it ended at the Lincoln Memorial where the crowd gathered to listen to MLK's "I Have A Dream" speech that influences peace and equality. MLK's "I Have A Dream" speech that influences peace and equality.</p><p>It contributed to the passing of the Civil Rights Act of 1964, outlawing discrimination based on color, religion, sex, or national origin.</p><p>He was also the youngest person to receive the Noble Peace Prize in 1964.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".IXIC":"NASDAQ Composite",".DJI":"道琼斯",".SPX":"S&P 500 Index"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1173773008","content_text":"Martin Luther King Day has arrived. The U.S. market is closed on Monday, Jan.16, 2023. Please take note of the trading arrangements during the holiday period and make the necessary preparations in advance.BackgroundMartin Luther King Day, or Martin Luther King Jr. Day, is observed on the third Monday of January every year.Martin Luther King Day is held in honor of Martin Luther King Jr., the famous civil rights leader who was born in 1929.He organized the popular march on Washington for jobs and freedom to highlight the daily struggles of African Americans in 1963 with the support of various civil rights and religious groups.Almost over 25,000 people took part in this protest and it ended at the Lincoln Memorial where the crowd gathered to listen to MLK's \"I Have A Dream\" speech that influences peace and equality. MLK's \"I Have A Dream\" speech that influences peace and equality.It contributed to the passing of the Civil Rights Act of 1964, outlawing discrimination based on color, religion, sex, or national origin.He was also the youngest person to receive the Noble Peace Prize in 1964.","news_type":1},"isVote":1,"tweetType":1,"viewCount":34,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9931750497,"gmtCreate":1662513725519,"gmtModify":1676537077232,"author":{"id":"3557024931927052","authorId":"3557024931927052","name":"nctony","avatar":"https://static.tigerbbs.com/1449dfc5089ded0e8efe303fd4dd43b1","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3557024931927052","authorIdStr":"3557024931927052"},"themes":[],"htmlText":"Nothing to be worried. Drop more buy more[Miser] ","listText":"Nothing to be worried. Drop more buy more[Miser] ","text":"Nothing to be worried. Drop more buy more[Miser]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":3,"repostSize":0,"link":"https://ttm.financial/post/9931750497","repostId":"1176631586","repostType":4,"repost":{"id":"1176631586","kind":"news","pubTimestamp":1662502636,"share":"https://ttm.financial/m/news/1176631586?lang=&edition=fundamental","pubTime":"2022-09-07 06:17","market":"hk","language":"en","title":"NIO Reports Earnings Today. What to Expect","url":"https://stock-news.laohu8.com/highlight/detail?id=1176631586","media":"Barron's","summary":"Chinese electric-vehicle maker NIO reports second quarter numbers before the market opens for tradin","content":"<html><head></head><body><p>Chinese electric-vehicle maker NIO reports second quarter numbers before the market opens for trading Wednesday. Investors could use some good news.</p><p>NIO (ticker: NIO) American depositary receipts are down about 45% year to date, and off about 15% over the past month. Rising interest rates, rising tensions between the U.S. and China, and rising EV battery costs have all contributed to the ADRs’ decline.</p><p>Softer EV demand in China isn’t helping either. NIO peers Li Auto (LI) and XPeng (XPEV) have already reported second-quarter numbers. Both guided third-quarter numbers below Wall Street’s estimates.</p><p>Li expects to deliver about 28,000 vehicles in the third quarter. The company delivered almost 29,000 in the second quarter. XPeng expects to deliver about 30,000 vehicles in the third quarter. The company delivered about 34,000 vehicles in the second quarter. Investors, obviously, prefer to see sequential growth.</p><p>NIO delivered 25,059 vehicles in the second quarter. The company has delivered 20,729 in July and August combined. Wall Street is expecting about 17,000 units for September, according to the Bloomberg consensus estimate. That would be a record month for the company, but it could be a stale estimate—one that hasn’t been updated since other companies have reported numbers.</p><p>Along with guidance for the third quarter, Wall Street expects NIO to report a second-quarter loss of 18 cents per ADR on sales of $1.42 billion. In the first quarter the company lost 12 cents per ADR on sales of $1.56 billion.</p><p>Management hosts a conference call at 8 a.m. eastern time Wednesday to discuss results.</p><p>On the call, investors can look for an update on how individual models are selling, capacity expansion as well as the results of an internal investigation about NIO’s accounting. A short seller recently questioned how NIO accounts for its battery as a service business. NIO will allow car buyers to, essentially, buy an EV without the batteries. That lowers the upfront cost. Buyers then pay a monthly fee for the batteries.</p><p>The options markets imply ADRs will move about 6%, up or down, following earnings—similar to the volatility over the past four quarterly reports, and ADRs have declined following each of those four reports.</p></body></html>","source":"lsy1610680873436","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 Reports Earnings Today. 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\">\nNIO Reports Earnings Today. What to Expect\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-09-07 06:17 GMT+8 <a href=https://www.barrons.com/articles/nio-stock-price-earnings-51662492700?mod=hp_LATEST><strong>Barron's</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Chinese electric-vehicle maker NIO reports second quarter numbers before the market opens for trading Wednesday. Investors could use some good news.NIO (ticker: NIO) American depositary receipts are ...</p>\n\n<a href=\"https://www.barrons.com/articles/nio-stock-price-earnings-51662492700?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":{"NIO.SI":"蔚来","09866":"蔚来-SW","NIO":"蔚来"},"source_url":"https://www.barrons.com/articles/nio-stock-price-earnings-51662492700?mod=hp_LATEST","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1176631586","content_text":"Chinese electric-vehicle maker NIO reports second quarter numbers before the market opens for trading Wednesday. Investors could use some good news.NIO (ticker: NIO) American depositary receipts are down about 45% year to date, and off about 15% over the past month. Rising interest rates, rising tensions between the U.S. and China, and rising EV battery costs have all contributed to the ADRs’ decline.Softer EV demand in China isn’t helping either. NIO peers Li Auto (LI) and XPeng (XPEV) have already reported second-quarter numbers. Both guided third-quarter numbers below Wall Street’s estimates.Li expects to deliver about 28,000 vehicles in the third quarter. The company delivered almost 29,000 in the second quarter. XPeng expects to deliver about 30,000 vehicles in the third quarter. The company delivered about 34,000 vehicles in the second quarter. Investors, obviously, prefer to see sequential growth.NIO delivered 25,059 vehicles in the second quarter. The company has delivered 20,729 in July and August combined. Wall Street is expecting about 17,000 units for September, according to the Bloomberg consensus estimate. That would be a record month for the company, but it could be a stale estimate—one that hasn’t been updated since other companies have reported numbers.Along with guidance for the third quarter, Wall Street expects NIO to report a second-quarter loss of 18 cents per ADR on sales of $1.42 billion. In the first quarter the company lost 12 cents per ADR on sales of $1.56 billion.Management hosts a conference call at 8 a.m. eastern time Wednesday to discuss results.On the call, investors can look for an update on how individual models are selling, capacity expansion as well as the results of an internal investigation about NIO’s accounting. A short seller recently questioned how NIO accounts for its battery as a service business. NIO will allow car buyers to, essentially, buy an EV without the batteries. That lowers the upfront cost. Buyers then pay a monthly fee for the batteries.The options markets imply ADRs will move about 6%, up or down, following earnings—similar to the volatility over the past four quarterly reports, and ADRs have declined following each of those four reports.","news_type":1},"isVote":1,"tweetType":1,"viewCount":58,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9906114559,"gmtCreate":1659495427774,"gmtModify":1705981003986,"author":{"id":"3557024931927052","authorId":"3557024931927052","name":"nctony","avatar":"https://static.tigerbbs.com/1449dfc5089ded0e8efe303fd4dd43b1","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3557024931927052","authorIdStr":"3557024931927052"},"themes":[],"htmlText":"Will you buy?Please comment. Thank you.","listText":"Will you buy?Please comment. Thank you.","text":"Will you buy?Please comment. Thank you.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9906114559","repostId":"1143030449","repostType":2,"repost":{"id":"1143030449","kind":"news","pubTimestamp":1659493884,"share":"https://ttm.financial/m/news/1143030449?lang=&edition=fundamental","pubTime":"2022-08-03 10:31","market":"hk","language":"en","title":"Alibaba, JD Surge Over 3% As Earnings Come Into Focus: Hong Kong Traders Shrug Off Geopolitical Tensions","url":"https://stock-news.laohu8.com/highlight/detail?id=1143030449","media":"Benzinga","summary":"ZINGER KEY POINTSAnalysts expect a rise in Hong Kong’s prime lending rate as early as this monthShar","content":"<html><head></head><body><p><b>ZINGER KEY POINTS</b></p><ul><li>Analysts expect a rise in Hong Kong’s prime lending rate as early as this month</li><li>Shares of Alibaba and Baidu rise over 3%</li></ul><p>Shares of Alibaba and JD.com rose over 3% in Wednesday morning opening trade, with Hong Kong’s benchmark Hang Seng Index also beginning on a positive note, gaining 0.91%. Alibaba is set to release its June-quarter earnings on Thursday.</p><p><b>Macro News:</b> Hong Kong’s new leader <b>John Lee</b> has got the joint-lowest popularity rating immediately post taking office as compared to his predecessors, according to a poll. <b>Hong Kong Public Opinion Research Institute</b> conducted a survey which found that Lee has a popularity rating of 53.8 marks in his first week in office, while 12% of respondents gave him a zero, the Hong Kong Free Press Journal reported.</p><p>Analysts are expecting a rise in Hong Kong’s prime lending rate as early as this month as a key indicator of banking liquidity continues to fall, reported South China Morning Post.</p><p><b>Company News</b>: Alibaba, Tencent and Baidu are expected to post a decline in their revenues for the June quarter, as per a Bloomberg report.</p><p><b>Tesla Inc</b> rival <b>XPeng Motors</b> has built China's largest self-driving computing center named "<b>Fuyao</b>" for self-driving model training, in Ulanqab, Inner Mongolia, reported CnEVPost.</p><p>With Nio vehicles set to hit the roads in Germany, Denmark, Sweden and the Netherlands soon, users in these countries can start registering on the app, reported CnEVPost.</p><p><b>Global Markets:</b> U.S. markets fell on Tuesday. The Dow Jones Industrial Average fell 1.23%, the S&P 500 shed 0.67%, while the Nasdaq was down 0.16%.</p><p>Elsewhere in Asia, Australia’s ASX 200 traded 0.51% lower, Japan’s Nikkei 225 was up by 0.5%, while the South Korean Kospi rose 0.32%. China’s Shanghai Composite index was up 0.68%.</p></body></html>","source":"lsy1606299360108","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Alibaba, JD Surge Over 3% As Earnings Come Into Focus: Hong Kong Traders Shrug Off Geopolitical Tensions</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, JD Surge Over 3% As Earnings Come Into Focus: Hong Kong Traders Shrug Off Geopolitical Tensions\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-08-03 10:31 GMT+8 <a href=https://www.benzinga.com/markets/asia/22/08/28323905/alibaba-jd-com-surge-over-3-hang-seng-opens-in-the-green-despite-pelosi-visit-tensions><strong>Benzinga</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>ZINGER KEY POINTSAnalysts expect a rise in Hong Kong’s prime lending rate as early as this monthShares of Alibaba and Baidu rise over 3%Shares of Alibaba and JD.com rose over 3% in Wednesday morning ...</p>\n\n<a href=\"https://www.benzinga.com/markets/asia/22/08/28323905/alibaba-jd-com-surge-over-3-hang-seng-opens-in-the-green-despite-pelosi-visit-tensions\">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","09888":"百度集团-SW"},"source_url":"https://www.benzinga.com/markets/asia/22/08/28323905/alibaba-jd-com-surge-over-3-hang-seng-opens-in-the-green-despite-pelosi-visit-tensions","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1143030449","content_text":"ZINGER KEY POINTSAnalysts expect a rise in Hong Kong’s prime lending rate as early as this monthShares of Alibaba and Baidu rise over 3%Shares of Alibaba and JD.com rose over 3% in Wednesday morning opening trade, with Hong Kong’s benchmark Hang Seng Index also beginning on a positive note, gaining 0.91%. Alibaba is set to release its June-quarter earnings on Thursday.Macro News: Hong Kong’s new leader John Lee has got the joint-lowest popularity rating immediately post taking office as compared to his predecessors, according to a poll. Hong Kong Public Opinion Research Institute conducted a survey which found that Lee has a popularity rating of 53.8 marks in his first week in office, while 12% of respondents gave him a zero, the Hong Kong Free Press Journal reported.Analysts are expecting a rise in Hong Kong’s prime lending rate as early as this month as a key indicator of banking liquidity continues to fall, reported South China Morning Post.Company News: Alibaba, Tencent and Baidu are expected to post a decline in their revenues for the June quarter, as per a Bloomberg report.Tesla Inc rival XPeng Motors has built China's largest self-driving computing center named \"Fuyao\" for self-driving model training, in Ulanqab, Inner Mongolia, reported CnEVPost.With Nio vehicles set to hit the roads in Germany, Denmark, Sweden and the Netherlands soon, users in these countries can start registering on the app, reported CnEVPost.Global Markets: U.S. markets fell on Tuesday. The Dow Jones Industrial Average fell 1.23%, the S&P 500 shed 0.67%, while the Nasdaq was down 0.16%.Elsewhere in Asia, Australia’s ASX 200 traded 0.51% lower, Japan’s Nikkei 225 was up by 0.5%, while the South Korean Kospi rose 0.32%. China’s Shanghai Composite index was up 0.68%.","news_type":1},"isVote":1,"tweetType":1,"viewCount":133,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3567307840510045","authorId":"3567307840510045","name":"JeremyKok","avatar":"https://static.tigerbbs.com/01b03a485f83b6b2615fad8ac9b87bf4","crmLevel":5,"crmLevelSwitch":0,"idStr":"3567307840510045","authorIdStr":"3567307840510045"},"content":"not buying at the moment. after the visit to Taiwan by Nancy pelosi and the putting of Alibaba on the delisting list.","text":"not buying at the moment. after the visit to Taiwan by Nancy pelosi and the putting of Alibaba on the delisting list.","html":"not buying at the moment. after the visit to Taiwan by Nancy pelosi and the putting of Alibaba on the delisting list."}],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9034953684,"gmtCreate":1647767468625,"gmtModify":1676534264547,"author":{"id":"3557024931927052","authorId":"3557024931927052","name":"nctony","avatar":"https://static.tigerbbs.com/1449dfc5089ded0e8efe303fd4dd43b1","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3557024931927052","authorIdStr":"3557024931927052"},"themes":[],"htmlText":"I hate myself for not buying BaBa at 70 plugs[Cry] ","listText":"I hate myself for not buying BaBa at 70 plugs[Cry] ","text":"I hate myself for not buying BaBa at 70 plugs[Cry]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9034953684","repostId":"2220430742","repostType":4,"repost":{"id":"2220430742","kind":"news","pubTimestamp":1647741823,"share":"https://ttm.financial/m/news/2220430742?lang=&edition=fundamental","pubTime":"2022-03-20 10:03","market":"us","language":"en","title":"Alibaba: Why I'm Not Selling A Single Share","url":"https://stock-news.laohu8.com/highlight/detail?id=2220430742","media":"seekingalpha","summary":"SummaryAlibaba has been a challenging investment over the last year, dropping by as much as 77% from","content":"<html><head></head><body><p><b>Summary</b></p><ul><li>Alibaba has been a challenging investment over the last year, dropping by as much as 77% from its ATH.</li><li>Despite increasing revenues by more than tenfold, its stock price dropped down to levels not seen since its early post-IPO days.</li><li>However, things are likely to change in a big way for Alibaba investors.</li><li>Much of the transitory detrimental factors are now behind the company, and more emphasis should go towards positive developments now.</li><li>Alibaba's business remains solid, growth should resume, and the company will likely become more profitable in future years.</li></ul><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/70ca27bada17fe6e115be1eaa4822061\" tg-width=\"750\" tg-height=\"513\" referrerpolicy=\"no-referrer\"/><span>Philiphotographer/iStock Unreleased via Getty Images</span></p><p>I began investing in Alibaba (NYSE:BABA) in early 2015, shortly after the company IPOed in the U.S. Incidentally, I started buying the stock at a similar price point to Alibaba's recent low ($70-80). I would be lying if I said that this was not a challenging investment, but Alibaba is remarkably cheap right now. Furthermore, the ongoing concerns surrounding the company are overexaggerated. Moreover, the Chinese government is now taking market-friendly measures to stabilize markets and support stock prices. We could be looking at a tectonic shift in China, and Alibaba shares will likely get a substantial bid moving forward. Despite the recent monster 40% rebound, Alibaba remains a strong buy around the $100 level. Additionally, the company's share price should continue appreciating as we advance through 2022 and beyond and could reach $300 within the next three years.</p><p><b>Alibaba Skyrockets On Beijing News</b></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/aa856eb9a75ce4c55e67c3d28a956fd7\" tg-width=\"640\" tg-height=\"676\" referrerpolicy=\"no-referrer\"/><span>BABA (StockCharts)</span></p><p>We just saw one of the most violent up moves in history. Alibaba soared by approximately $100 billion in market cap in a single day. China will provide additional support to the Chinese economy through monetary policy, and the government reaffirmed that it supports foreign IPOs. The report also stated that China supports listings overseas and will work with the SEC to resolve any issues.</p><p>Concerns over increased regulation, possible delisting fears, and other transitory concerns led Alibaba to unprecedented declines over the last year. The stock cratered by about 77% (peak to trough) from its recent highs, illustrating one of the most significant market cap declines. Recent selling became indiscriminate and panic-driven, likely leading to one of the best buying opportunities in Alibaba's history. The most striking thing is that nothing material changed about Alibaba's business. The company's growth slowed a bit more than expected, and it's going through a transitory margin compression phase. However, this is not something that warrants a 77% decline or anything even close, and Alibaba's stock remains exceptionally cheap.</p><p><b>Alibaba Back Then And Now</b></p><p>Back then (in 2015), when I first began buying Alibaba, its stock was around $80. In recent sessions, Alibaba's stock dipped below $80 for the first time in about six years. In 2015 Alibaba's revenues were $12.3 billion, and the company recorded approximately $131.6 billion in revenues in its trailing twelve months ("TTM"). Its gross profit was at about $8.4 billion then, and nearly $50 billion in its TTM. I think you get the picture here. Revenues and many profitability metrics have surged in the past six years, yet Alibaba's stock price was back at its post-IPO lows in recent days. I've written many articles on Alibaba, I own the stock, and I continue to argue that Alibaba's stock price is unjustly low and has a strong probability of moving significantly higher in future years.</p><p><b>Alibaba's Stock Is Remarkably Cheap</b></p><p>How cheap is Alibaba, even after its unprecedented 40% move higher? Consensus EPS estimates are for approximately $10 in 2023, illustrating that at $100, the stock is only trading at ten times forward EPS estimates. If we look at Alibaba's revenue projections, we see that the company should still grow revenues by 10-15% in the coming years. Moreover, Alibaba has the potential to become more profitable in future years, suggesting that its EPS projections may be muted and lowballed. The company's growth dynamic, profitability potential, and low valuation illustrate that its stock remains exceptionally cheap and has a high probability of appreciating substantially in future years.</p><p><b>The Bottom Line: Not Selling A Single Share</b></p><p>I'm not selling a single Alibaba share here. As I've written many times, Alibaba and Chinese stocks, in general, went through a transitory phase where overly negative news flow put enormous pressure on stock prices. This problematic period lasted for over one year and caused stock prices, including Alibaba's, to decline to obscenely oversold and undervalued levels. Now that the negative news is behind us, we will likely see more emphasis on positive developments regarding Alibaba. The company does not face significant threats from the regulation, and the U.S. delisting fears are overblown. Moreover, Alibaba remains a dominant, market-leading e-commerce giant that should continue growing double-digit for several years. Furthermore, the company's stock is dirt cheap right now, and Alibaba's share price will likely appreciate considerably as the company advances in future years.</p><p><b>Here's what Alibaba's financials could look like as the company moves forward into 2025:</b></p><table><tbody><tr><td>Year</td><td>2022</td><td>2023</td><td>2024</td><td>2025</td></tr><tr><td>Revenues</td><td>$151B</td><td>$167B</td><td>$184B</td><td>$203B</td></tr><tr><td>Revenue growth</td><td>15.3%</td><td>10.6%</td><td>10.2%</td><td>10.3%</td></tr><tr><td>EPS</td><td>$10.25</td><td>$10.55</td><td>$13.12</td><td>$15.85</td></tr><tr><td>Forward P/E</td><td>12</td><td>15</td><td>18</td><td>20</td></tr><tr><td>Price</td><td>$127</td><td>$197</td><td>$285</td><td>$375</td></tr></tbody></table><p>Source: The Author</p><p>As we advance, Alibaba's revenue growth should continue to expand, and the company's profitability should continue improving. Moreover, the company's transitory negative news flow stage should continue to pass. Therefore, sentiment should strengthen, and Alibaba's P/E multiple should gradually expand. It is not uncommon for companies with similar growth and profitability dynamics to trade at 20-30 times EPS estimates or higher. Thus, Alibaba should not have a problem getting back up to a 20 P/E multiple in future years. As sentiment improves, its share price could appreciate considerably in the coming years, to my price target of $375 in 2025.</p><p><b>Risks To Consider</b></p><p>While I'm bullish on Alibaba, various factors could occur that may derail my expectations for the company. For instance, the regulation could clamp down further on Alibaba and other Chinese tech giants. Moreover, U.S. regulators could decide to delist the company's ADRs. Increased competition could impact Alibaba's growth and profits. The company's growth could be worse than my current anticipation. Also, Alibaba's profitability could continue to struggle for various reasons. There are multiple risks to this investment, which is why shares are very cheap right now. In my view, Alibaba remains an elevated risk/high reward investment, and investors should carefully examine the risks before opening a position in Alibaba stock.</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>Alibaba: Why I'm Not Selling A Single Share</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: Why I'm Not Selling A Single Share\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-03-20 10:03 GMT+8 <a href=https://seekingalpha.com/article/4496224-alibaba-why-im-not-selling-single-share><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryAlibaba has been a challenging investment over the last year, dropping by as much as 77% from its ATH.Despite increasing revenues by more than tenfold, its stock price dropped down to levels ...</p>\n\n<a href=\"https://seekingalpha.com/article/4496224-alibaba-why-im-not-selling-single-share\">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","09988":"阿里巴巴-W"},"source_url":"https://seekingalpha.com/article/4496224-alibaba-why-im-not-selling-single-share","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"2220430742","content_text":"SummaryAlibaba has been a challenging investment over the last year, dropping by as much as 77% from its ATH.Despite increasing revenues by more than tenfold, its stock price dropped down to levels not seen since its early post-IPO days.However, things are likely to change in a big way for Alibaba investors.Much of the transitory detrimental factors are now behind the company, and more emphasis should go towards positive developments now.Alibaba's business remains solid, growth should resume, and the company will likely become more profitable in future years.Philiphotographer/iStock Unreleased via Getty ImagesI began investing in Alibaba (NYSE:BABA) in early 2015, shortly after the company IPOed in the U.S. Incidentally, I started buying the stock at a similar price point to Alibaba's recent low ($70-80). I would be lying if I said that this was not a challenging investment, but Alibaba is remarkably cheap right now. Furthermore, the ongoing concerns surrounding the company are overexaggerated. Moreover, the Chinese government is now taking market-friendly measures to stabilize markets and support stock prices. We could be looking at a tectonic shift in China, and Alibaba shares will likely get a substantial bid moving forward. Despite the recent monster 40% rebound, Alibaba remains a strong buy around the $100 level. Additionally, the company's share price should continue appreciating as we advance through 2022 and beyond and could reach $300 within the next three years.Alibaba Skyrockets On Beijing NewsBABA (StockCharts)We just saw one of the most violent up moves in history. Alibaba soared by approximately $100 billion in market cap in a single day. China will provide additional support to the Chinese economy through monetary policy, and the government reaffirmed that it supports foreign IPOs. The report also stated that China supports listings overseas and will work with the SEC to resolve any issues.Concerns over increased regulation, possible delisting fears, and other transitory concerns led Alibaba to unprecedented declines over the last year. The stock cratered by about 77% (peak to trough) from its recent highs, illustrating one of the most significant market cap declines. Recent selling became indiscriminate and panic-driven, likely leading to one of the best buying opportunities in Alibaba's history. The most striking thing is that nothing material changed about Alibaba's business. The company's growth slowed a bit more than expected, and it's going through a transitory margin compression phase. However, this is not something that warrants a 77% decline or anything even close, and Alibaba's stock remains exceptionally cheap.Alibaba Back Then And NowBack then (in 2015), when I first began buying Alibaba, its stock was around $80. In recent sessions, Alibaba's stock dipped below $80 for the first time in about six years. In 2015 Alibaba's revenues were $12.3 billion, and the company recorded approximately $131.6 billion in revenues in its trailing twelve months (\"TTM\"). Its gross profit was at about $8.4 billion then, and nearly $50 billion in its TTM. I think you get the picture here. Revenues and many profitability metrics have surged in the past six years, yet Alibaba's stock price was back at its post-IPO lows in recent days. I've written many articles on Alibaba, I own the stock, and I continue to argue that Alibaba's stock price is unjustly low and has a strong probability of moving significantly higher in future years.Alibaba's Stock Is Remarkably CheapHow cheap is Alibaba, even after its unprecedented 40% move higher? Consensus EPS estimates are for approximately $10 in 2023, illustrating that at $100, the stock is only trading at ten times forward EPS estimates. If we look at Alibaba's revenue projections, we see that the company should still grow revenues by 10-15% in the coming years. Moreover, Alibaba has the potential to become more profitable in future years, suggesting that its EPS projections may be muted and lowballed. The company's growth dynamic, profitability potential, and low valuation illustrate that its stock remains exceptionally cheap and has a high probability of appreciating substantially in future years.The Bottom Line: Not Selling A Single ShareI'm not selling a single Alibaba share here. As I've written many times, Alibaba and Chinese stocks, in general, went through a transitory phase where overly negative news flow put enormous pressure on stock prices. This problematic period lasted for over one year and caused stock prices, including Alibaba's, to decline to obscenely oversold and undervalued levels. Now that the negative news is behind us, we will likely see more emphasis on positive developments regarding Alibaba. The company does not face significant threats from the regulation, and the U.S. delisting fears are overblown. Moreover, Alibaba remains a dominant, market-leading e-commerce giant that should continue growing double-digit for several years. Furthermore, the company's stock is dirt cheap right now, and Alibaba's share price will likely appreciate considerably as the company advances in future years.Here's what Alibaba's financials could look like as the company moves forward into 2025:Year2022202320242025Revenues$151B$167B$184B$203BRevenue growth15.3%10.6%10.2%10.3%EPS$10.25$10.55$13.12$15.85Forward P/E12151820Price$127$197$285$375Source: The AuthorAs we advance, Alibaba's revenue growth should continue to expand, and the company's profitability should continue improving. Moreover, the company's transitory negative news flow stage should continue to pass. Therefore, sentiment should strengthen, and Alibaba's P/E multiple should gradually expand. It is not uncommon for companies with similar growth and profitability dynamics to trade at 20-30 times EPS estimates or higher. Thus, Alibaba should not have a problem getting back up to a 20 P/E multiple in future years. As sentiment improves, its share price could appreciate considerably in the coming years, to my price target of $375 in 2025.Risks To ConsiderWhile I'm bullish on Alibaba, various factors could occur that may derail my expectations for the company. For instance, the regulation could clamp down further on Alibaba and other Chinese tech giants. Moreover, U.S. regulators could decide to delist the company's ADRs. Increased competition could impact Alibaba's growth and profits. The company's growth could be worse than my current anticipation. Also, Alibaba's profitability could continue to struggle for various reasons. There are multiple risks to this investment, which is why shares are very cheap right now. In my view, Alibaba remains an elevated risk/high reward investment, and investors should carefully examine the risks before opening a position in Alibaba stock.","news_type":1},"isVote":1,"tweetType":1,"viewCount":9,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3572916667219493","authorId":"3572916667219493","name":"Zarkness","avatar":"https://static.tigerbbs.com/4b8c61830c4883c4232aece921d89d14","crmLevel":3,"crmLevelSwitch":0,"idStr":"3572916667219493","authorIdStr":"3572916667219493"},"content":"Dont regrEt, just buy!","text":"Dont regrEt, just buy!","html":"Dont regrEt, just buy!"}],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9969452467,"gmtCreate":1668506342959,"gmtModify":1676538067560,"author":{"id":"3557024931927052","authorId":"3557024931927052","name":"nctony","avatar":"https://static.tigerbbs.com/1449dfc5089ded0e8efe303fd4dd43b1","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3557024931927052","authorIdStr":"3557024931927052"},"themes":[],"htmlText":"No way[Cool] ","listText":"No way[Cool] ","text":"No way[Cool]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":3,"repostSize":0,"link":"https://ttm.financial/post/9969452467","repostId":"1182432983","repostType":4,"repost":{"id":"1182432983","kind":"news","pubTimestamp":1668497191,"share":"https://ttm.financial/m/news/1182432983?lang=&edition=fundamental","pubTime":"2022-11-15 15:26","market":"us","language":"en","title":"Tesla: Looking For A Bottom","url":"https://stock-news.laohu8.com/highlight/detail?id=1182432983","media":"Seeking Alpha","summary":"SummaryShares underperforming over the past few months.Elon Musk's Twitter purchase has fueled lots ","content":"<html><head></head><body><h2>Summary</h2><ul><li>Shares underperforming over the past few months.</li><li>Elon Musk's Twitter purchase has fueled lots of negativity.</li><li>Calendar, technical setup might not improve until new year.</li></ul><p>One of the more notable laggards over the past few months has been Tesla (NASDAQ:TSLA). The electric vehicle maker has seen its shares lose about a third of their value over the past three months, which is a lot more than we've seen the overall market decline. While some of the wounds here may be self-inflicted thanks to CEO Elon Musk's Twitter purchase, there are other items that need to change for shares to truly bottom.</p><p>A year ago, we were talking about Musk selling Tesla shares because he had expiring options and thus needed to pay a large tax bill. This year, the CEO decided to purchase Twitter, resulting in another round of Tesla share sales, the latest of which came with a roughly $4 billion sale last week. Some bulls were hoping that once the Twitter deal closed, Tesla shares would rise with that overhang gone, but that hasn't been the case just yet.</p><p>The craziness surrounding the social media site combined with the uncertainty of how Elon Musk fully funded the purchase has certainly hurt Tesla. If he struck a deal with lenders to borrow some more money to plug any equity shortfall from partners backing out, he might need to sell additional Tesla shares at some point. Investors are waiting for a tweet from the CEO to say "I'm done selling", but of course, we've heard that over the past year and it hasn't stopped him from disposing of more shares.</p><p>Elon Musk's stock sales don't just drive the name down when the trades go through, as they also help to create a larger supply of Tesla shares in the market. If we look at float data from Yahoo! Finance, the EV maker's float has gone from roughly 2.325 billion shares (split-adjusted) to 2.64 billion in the past 18 months. That's a more than 13.5% rise in the float in that time period, and in the last three years, the increase is more than 32.3% when you throw in stock-based compensation and other items.</p><p>Slowing the rise in the float, whether it be from less CEO share sales or perhaps a stock buyback program that's been talked about, could improve sentiment over the short to medium term. As the chart below shows, Tesla's split-adjusted share count has risen significantly over the past decade. If you include the additional 50 million outstanding shares increase that Tesla has reported since the April 2022 update detailed below, the number of shares outstanding has now more than doubled since April 2012.</p><p><img src=\"https://static.tigerbbs.com/63887a2a1db14521bfd5f0b13610d7f4\" tg-width=\"593\" tg-height=\"423\" referrerpolicy=\"no-referrer\"/>Tesla Shares Outstanding (Company Filings)</p><p>Another item that needs to be cleared up is what's happening in China. A couple of weeks ago, Tesla cut prices across the board for its Shanghai-produced models sold in their home market. However, there have not been any major changes to delivery estimate timelines since, and another rumor circulated late last week that another round of price cuts could be coming. With the Berlin factory ramp reducing the need for Model Y exports to Europe a bit, Tesla needs more demand in China to sell its Shanghai production runs. Lower prices can certainly boost sales numbers, but it could come at a sizable cost to margins, especially if inflationary pressures continue.</p><p>One item that could help the stock may be something investors don't consider that often, and that is the calendar. We're less than two months away from the start of a new year, but just changing the date to 2023 isn't what's necessarily important here. If you look at the chart below, Tesla shares have lost about 45% over the past year. That's the worst 12-month performance stopping at November 11th (or the closest trading day) over the last decade, with no other one year period even reaching a 14% decline.</p><p><img src=\"https://static.tigerbbs.com/c1347c7120c54f1904d414f972395223\" tg-width=\"640\" tg-height=\"441\" referrerpolicy=\"no-referrer\"/>Tesla Performance To 11/11 (Yahoo! Finance)</p><p>I bring this up because Tesla may become a tax-loss selling favorite at year's end, with investors trying to offset capital gains before the new year. Those who have held the stock for less than 12 months and are trying to offset short-term gains may be even more inclined to sell. This is the biggest tax-loss sales opportunity at this time of the year in Tesla's history, but those that do close out their positions may look to return with a much lower cost basis once the new year starts (or after any potential wash sale dates have passed).</p><p>Another thing going against Tesla right now is the technical setup. The stock's latest leg down, seen in the chart below, has resulted in a rollover of the 50-day moving average (purple line). This key technical trend line is likely to go quite a bit lower in the coming weeks with the stock where it is currently, and that can provide resistance on the upside. You may also notice the down and to the right channel Tesla shares have traded in so far this year, with a series of lower highs and lower lows.</p><p><img src=\"https://static.tigerbbs.com/f18e4f2cd67aa4f35c22582b5ad2a9a2\" tg-width=\"640\" tg-height=\"269\" referrerpolicy=\"no-referrer\"/>TSLA Last 12 Months (Yahoo! Finance)</p><p>It may not help sentiment that one of Tesla's biggest supporters, ARK Invest, has been mostly absent lately. Cathie Wood and her team only made one small purchase of the stock last week in the three ETFs that hold it. This is despite the fact that Tesla's implied weight in all of those three funds was below 9% at Friday's close, with its 7.53% weight in the ARK Innovation ETF (ARKK) being the lowest Tesla has seen this year. On Friday, ARK Invest actually bought some General Motors (GM) in the ARK Autonomous Technology & Robotics ETF (ARKQ) instead of Tesla. Tesla's weight is lowest in the ARK Next Generation Internet ETF (ARKW), where Friday's implied finish was just 7.18%.</p><p>With the pullback in Tesla shares recently, analysts have become very positive about the name. The average price target on the stock is $280, which implies an almost 43% upside from Friday's close. Also, three of every five analysts covering the name have either a buy or strong buy rating on the stock, up from less than 20% in the summer of 2020. As a point of reference, the split-adjusted average price target did peak at around $336 in April of this year.</p><p>In the end, Tesla investors are looking for shares to find a bottom. For that to occur, the primary catalyst likely needed would be for CEO Elon Musk to stop selling shares and get the Twitter situation under control. A stock buyback might also be a positive item, even if it doesn't necessarily reduce the number of outstanding shares or float, but just stops them from rising too much more. China remains a wildcard here, as we wait to see if more price cuts are coming, and perhaps a simple change in the calendar could lead to improved sentiment. Last week's late bounce was certainly nice, but it's no guarantee that the pop was the start of a trend until the news cycle improves a bit here.</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>Tesla: Looking For A Bottom</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: Looking For A Bottom\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-11-15 15:26 GMT+8 <a href=https://seekingalpha.com/article/4557846-tesla-looking-for-bottom><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryShares underperforming over the past few months.Elon Musk's Twitter purchase has fueled lots of negativity.Calendar, technical setup might not improve until new year.One of the more notable ...</p>\n\n<a href=\"https://seekingalpha.com/article/4557846-tesla-looking-for-bottom\">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://seekingalpha.com/article/4557846-tesla-looking-for-bottom","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1182432983","content_text":"SummaryShares underperforming over the past few months.Elon Musk's Twitter purchase has fueled lots of negativity.Calendar, technical setup might not improve until new year.One of the more notable laggards over the past few months has been Tesla (NASDAQ:TSLA). The electric vehicle maker has seen its shares lose about a third of their value over the past three months, which is a lot more than we've seen the overall market decline. While some of the wounds here may be self-inflicted thanks to CEO Elon Musk's Twitter purchase, there are other items that need to change for shares to truly bottom.A year ago, we were talking about Musk selling Tesla shares because he had expiring options and thus needed to pay a large tax bill. This year, the CEO decided to purchase Twitter, resulting in another round of Tesla share sales, the latest of which came with a roughly $4 billion sale last week. Some bulls were hoping that once the Twitter deal closed, Tesla shares would rise with that overhang gone, but that hasn't been the case just yet.The craziness surrounding the social media site combined with the uncertainty of how Elon Musk fully funded the purchase has certainly hurt Tesla. If he struck a deal with lenders to borrow some more money to plug any equity shortfall from partners backing out, he might need to sell additional Tesla shares at some point. Investors are waiting for a tweet from the CEO to say \"I'm done selling\", but of course, we've heard that over the past year and it hasn't stopped him from disposing of more shares.Elon Musk's stock sales don't just drive the name down when the trades go through, as they also help to create a larger supply of Tesla shares in the market. If we look at float data from Yahoo! Finance, the EV maker's float has gone from roughly 2.325 billion shares (split-adjusted) to 2.64 billion in the past 18 months. That's a more than 13.5% rise in the float in that time period, and in the last three years, the increase is more than 32.3% when you throw in stock-based compensation and other items.Slowing the rise in the float, whether it be from less CEO share sales or perhaps a stock buyback program that's been talked about, could improve sentiment over the short to medium term. As the chart below shows, Tesla's split-adjusted share count has risen significantly over the past decade. If you include the additional 50 million outstanding shares increase that Tesla has reported since the April 2022 update detailed below, the number of shares outstanding has now more than doubled since April 2012.Tesla Shares Outstanding (Company Filings)Another item that needs to be cleared up is what's happening in China. A couple of weeks ago, Tesla cut prices across the board for its Shanghai-produced models sold in their home market. However, there have not been any major changes to delivery estimate timelines since, and another rumor circulated late last week that another round of price cuts could be coming. With the Berlin factory ramp reducing the need for Model Y exports to Europe a bit, Tesla needs more demand in China to sell its Shanghai production runs. Lower prices can certainly boost sales numbers, but it could come at a sizable cost to margins, especially if inflationary pressures continue.One item that could help the stock may be something investors don't consider that often, and that is the calendar. We're less than two months away from the start of a new year, but just changing the date to 2023 isn't what's necessarily important here. If you look at the chart below, Tesla shares have lost about 45% over the past year. That's the worst 12-month performance stopping at November 11th (or the closest trading day) over the last decade, with no other one year period even reaching a 14% decline.Tesla Performance To 11/11 (Yahoo! Finance)I bring this up because Tesla may become a tax-loss selling favorite at year's end, with investors trying to offset capital gains before the new year. Those who have held the stock for less than 12 months and are trying to offset short-term gains may be even more inclined to sell. This is the biggest tax-loss sales opportunity at this time of the year in Tesla's history, but those that do close out their positions may look to return with a much lower cost basis once the new year starts (or after any potential wash sale dates have passed).Another thing going against Tesla right now is the technical setup. The stock's latest leg down, seen in the chart below, has resulted in a rollover of the 50-day moving average (purple line). This key technical trend line is likely to go quite a bit lower in the coming weeks with the stock where it is currently, and that can provide resistance on the upside. You may also notice the down and to the right channel Tesla shares have traded in so far this year, with a series of lower highs and lower lows.TSLA Last 12 Months (Yahoo! Finance)It may not help sentiment that one of Tesla's biggest supporters, ARK Invest, has been mostly absent lately. Cathie Wood and her team only made one small purchase of the stock last week in the three ETFs that hold it. This is despite the fact that Tesla's implied weight in all of those three funds was below 9% at Friday's close, with its 7.53% weight in the ARK Innovation ETF (ARKK) being the lowest Tesla has seen this year. On Friday, ARK Invest actually bought some General Motors (GM) in the ARK Autonomous Technology & Robotics ETF (ARKQ) instead of Tesla. Tesla's weight is lowest in the ARK Next Generation Internet ETF (ARKW), where Friday's implied finish was just 7.18%.With the pullback in Tesla shares recently, analysts have become very positive about the name. The average price target on the stock is $280, which implies an almost 43% upside from Friday's close. Also, three of every five analysts covering the name have either a buy or strong buy rating on the stock, up from less than 20% in the summer of 2020. As a point of reference, the split-adjusted average price target did peak at around $336 in April of this year.In the end, Tesla investors are looking for shares to find a bottom. For that to occur, the primary catalyst likely needed would be for CEO Elon Musk to stop selling shares and get the Twitter situation under control. A stock buyback might also be a positive item, even if it doesn't necessarily reduce the number of outstanding shares or float, but just stops them from rising too much more. China remains a wildcard here, as we wait to see if more price cuts are coming, and perhaps a simple change in the calendar could lead to improved sentiment. Last week's late bounce was certainly nice, but it's no guarantee that the pop was the start of a trend until the news cycle improves a bit here.","news_type":1},"isVote":1,"tweetType":1,"viewCount":103,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}