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02-09

$BILL HOLDINGS INC(BILL)$ Looking at $NET, this is junk stock

2023-12-07

People still play shit REITs?

4 Dependable Singapore Blue-Chip Stocks with Dividend Yields of 5.5% or Higher

2023-12-05

Just let the competitors die

Sea Stock Drops 3% As ByteDance Strikes Deal With GoTo to Save Indonesian TikTok Shop

2023-11-30

Just let it sink

Sorry, the original content has been removed

2022-12-16

Beginning to open legs like android

Apple: Mr. Cook Begins To Tear Down The Walled Garden

2022-12-15

Please crash

Sorry, the original content has been removed

2022-11-04

Overreact

Sorry, the original content has been removed

2022-09-28

$FRENCKEN GROUP LIMITED(E28.SI)$Going backto pre covid levels

2022-09-24

It's just serious fear and greed

Why I'm Not Worried About the Stock Market

2022-08-25

$NVIDIA Corp(NVDA)$Dead stock

2022-06-16

Look at monthly chart and you'll roughly know

@babiboo:$Nasdaq 100 Trust(QQQ)$y keep droppingg

2021-08-18

Wait for correction

Sorry, the original content has been removed

2021-07-27

$Sea Ltd(SE)$ Glad to take profit, wait to enter again

2021-07-23

$BioNTech SE(BNTX)$ gains from yesterday gone

2021-07-02

$Sea Ltd(SE)$ Laggard

2021-07-02

$PayPal(PYPL)$ $PayPal(PYPL)$ laggard performance

2021-06-25

Do the opposite of JC

Sorry, the original content has been removed

2021-06-22

$Sea Ltd(SE)$laggard

2021-06-15

$Sea Ltd(SE)$ weak. Still fail to break ATH. should come back down

2021-05-20

$Virgin Galactic(SPCE)$Hope those shortlist die hard

Go to Tiger App to see more news

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href=\"https://laohu8.com/S/BILL\">$BILL HOLDINGS INC(BILL)$&nbsp;</a>Looking at $NET, this is junk stock","listText":"<a href=\"https://laohu8.com/S/BILL\">$BILL HOLDINGS INC(BILL)$&nbsp;</a>Looking at $NET, this is junk stock","text":"$BILL HOLDINGS INC(BILL)$ Looking at $NET, this is junk stock","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/271981495247056","isVote":1,"tweetType":1,"viewCount":46,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":249348187766888,"gmtCreate":1701916474220,"gmtModify":1701916486892,"author":{"id":"3558049596848718","authorId":"3558049596848718","name":"Maverickswav","avatar":"https://static.tigerbbs.com/119bb7c0b4017a61b09a104a864b61b7","crmLevel":2,"crmLevelSwitch":0},"themes":[],"htmlText":"People still play shit REITs?","listText":"People still play shit REITs?","text":"People still play shit REITs?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/249348187766888","repostId":"2389464038","repostType":2,"repost":{"id":"2389464038","pubTimestamp":1701914807,"share":"https://www.laohu8.com/m/news/2389464038?lang=&edition=full","pubTime":"2023-12-07 10:06","market":"sg","language":"en","title":"4 Dependable Singapore Blue-Chip Stocks with Dividend Yields of 5.5% or Higher","url":"https://stock-news.laohu8.com/highlight/detail?id=2389464038","media":"The Smart Investor","summary":"If you are looking for high dividend yields coupled with stability, look no further than these four blue-chip names.","content":"<html><head></head><body><p>The twin worries of high inflation and surging interest rates have cast a pall on the economic outlook.</p><p>Investors are worried that businesses may start reporting lower revenue and profits as consumer sentiment takes a hit.</p><p>During such troubled times, blue-chip stocks provide a haven that investors can rely on.</p><p>Their long track record, coupled with a strong reputation and experience in dealing with good and bad times, allow them to sail through challenging times to emerge stronger.</p><p>What’s more, most blue-chip stocks also pay out a dividend, thus providing investors with a useful stream of passive income to tide through the storm.</p><p>Here are four reliable blue-chip names sporting dividend yields of 5.5% or higher.</p><h2 id=\"id_2118175000\">OCBC Ltd (SGX: O39)</h2><p>OCBC Ltd is Singapore’s second-largest bank by market capitalisation.</p><p>The lender reported a strong set of earnings for the first nine months of 2023 (9M 2023).</p><p>Total income for 9M 2023 climbed 24% year on year to S$10.2 billion while net profit jumped 32% year on year to S$5.4 billion.</p><p>The bank’s net interest margin for the period also rose to 2.28%, up sharply from the 1.78% registered a year ago.</p><p>OCBC paid out a trailing 12-month dividend of S$0.80, translating into a trailing dividend yield of 6.3%.</p><p>CEO Helen Wong believes that the bank is on track for a resilient full-year performance with a net interest margin of 2.25% and a return on equity above 14%.</p><p>Loan growth is expected in the mid-single-digit region and the lender will maintain its 50% dividend payout ratio when it announces its 2023 results in February 2024.</p><h2 id=\"id_3539544156\">Mapletree Logistics Trust (SGX: M44U)</h2><p>Mapletree Logistics Trust, or MLT, is an industrial REIT with a portfolio of 189 properties across eight countries with assets under management (AUM) of S$13.3 billion as of 30 September 2023.</p><p>The REIT reported a commendable set of earnings for its first half of fiscal 2024 (1H FY2024) ending 30 September 2023.</p><p>Gross revenue for 1H FY2024 dipped 0.7% year on year to S$368.9 million with net property income (NPI) slipping 1% year on year to S$320.1 million.</p><p>However, MLT’s distribution per unit (DPU) managed to eke out a small 0.5% year on year increase to S$0.04539.</p><p>The logistics REIT’s trailing 12-month DPU came in at S$0.09034, giving its units a trailing distribution yield of 5.6%.</p><p>MLT’s portfolio occupancy remained robust at 96.9% and the REIT also registered a positive rental reversion of 0.2% for the quarter.</p><p>The REIT had just completed or is completing a series of five divestments in Singapore, Malaysia, and Japan as part of its capital recycling efforts.</p><p>1H FY2024 also saw a series of acquisitions that added eight properties to its portfolio for S$904.4 million.</p><h2 id=\"id_1884105657\">CapitaLand Ascendas REIT (SGX: A17U)</h2><p>CapitaLand Ascendas REIT, or CLAR, is the oldest industrial REIT in Singapore with a portfolio of 230 properties and an AUM of S$17 billion as of 30 June 2023.</p><p>For the first half of 2023 (1H 2023), CLAR reported a 7.7% year on year improvement in gross revenue while NPI shot up 6.7% year on year to S$508.8 million.</p><p>DPU, however, dipped slightly by 2% year on year to S$0.07719.</p><p>CLAR’s trailing 12-month DPU stood at S$0.15644, giving its units a trailing 12-month distribution yield of 5.5%.</p><p>The industrial REIT announced a robust set of operating metrics for its third quarter of 2023 (3Q 2023).</p><p>Portfolio occupancy stayed high at 94.5% and the REIT also enjoyed a positive rental reversion of 10.2%.</p><p>With an aggregate leverage of 37.2%, CLAR can tap on debt for yield-accretive acquisitions.</p><p>The REIT also has several ongoing projects worth S$600 million involving redevelopments or convert-to-suit works to enhance the returns of the portfolio.</p><h2 id=\"id_2674102907\">Frasers Logistics &amp; Commercial Trust (SGX: BUOU)</h2><p>Frasers Logistics &amp; Commercial Trust, or FLCT, has 107 industrial and commercial properties within its portfolio.</p><p>These properties are located in Singapore, the UK, Germany, Australia and the Netherlands with an AUM of S$6.4 billion as of 30 September 2023.</p><p>For its fiscal 2023 (FY2023) ending 30 September, FLCT saw revenue fall by 6.5% year on year to S$420.8 million.</p><p>NPI declined by 9% year on year to S$311.4 million because of higher utility expenses and finance costs.</p><p>DPU dipped by 7.6% year on year to S$0.0704, giving FLCT’s units a trailing distribution yield of 6.4%.</p><p>Despite the lower DPU, FLCT registered a healthy positive rental reversion of 18.9% for its portfolio and boasted a high occupancy rate of 96%.</p><p>The REIT sports a low aggregate leverage of just 30.2% along with a cost of debt of 2.2%, giving it a debt headroom of S$2.7 billion before it hits the 50% limit.</p><p>Elsewhere, FLCT also announced the acquisition of a logistics development on a freehold airport site in the Netherlands.</p><p>This DPU-accretive purchase will be completed by 1 November 2024.</p></body></html>","source":"thesmartinvestor_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>4 Dependable Singapore Blue-Chip Stocks with Dividend Yields of 5.5% or Higher</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\">\n4 Dependable Singapore Blue-Chip Stocks with Dividend Yields of 5.5% or Higher\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-12-07 10:06 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://thesmartinvestor.com.sg/4-dependable-singapore-blue-chip-stocks-with-dividend-yields-of-5-5-or-higher/><strong>The Smart Investor</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>The twin worries of high inflation and surging interest rates have cast a pall on the economic outlook.Investors are worried that businesses may start reporting lower revenue and profits as consumer ...</p>\n\n<a href=\"https://thesmartinvestor.com.sg/4-dependable-singapore-blue-chip-stocks-with-dividend-yields-of-5-5-or-higher/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU0048573645.USD":"富达东盟基金","LU0251143029.SGD":"Fidelity ASEAN A-SGD","LU1048596156.SGD":"Blackrock Asian Growth Leaders A2 SGD-H","LU0955669360.SGD":"Schroder ISF Asian Dividend Maximiser A Dis SGD","SG9999001135.SGD":"United ASEAN Fund SGD","LU0210637038.USD":"HSBC GIF THAI EQUITY \"AD\" INC","SG9999002414.USD":"LIONGLOBAL SINGAPORE TRUST (USD) ACC","M44U.SI":"丰树物流信托","LU0821914370.USD":"贝莱德亚洲成长领袖A2","LU0532188223.SGD":"JPMorgan Funds - ASEAN Equity A (acc) SGD","SG9999013486.USD":"LIONGLOBAL SINGAPORE DIVIDEND EQUITY (USD) INC A","A17U.SI":"凯德腾飞房产信托","LU0181495838.USD":"施罗德新兴亚洲A Acc","LU1130305938.SGD":"Schroder ISF Asian Dividend Maximiser A Dis SGD-H","BK6512":"房地产股","SG9999016042.SGD":"Schroder Singapore Trust A Acc SGD","SG9999003826.SGD":"日兴资管新加坡股息基金 SGD","CFA.SI":"NikkoAM-STC Asia REIT","BK6112":"综合性银行","SG9999002406.SGD":"利安新加坡信托基金","SG9999001127.SGD":"United Singapore Growth Fund SGD","SGXZ58947870.SGD":"LIONGLOBAL SINGAPORE DIVIDEND EQUITY (SGDHDG) INC","LU1048588211.SGD":"Blackrock Asian Dragon A2 SGD-H","BK6133":"工业房地产信托","LU0572940350.SGD":"Janus Henderson Horizon Asian Dividend Income A3 SGD","LU0072462343.USD":"贝莱德亚洲巨龙基金","SG9999000327.SGD":"Schroder Asian Growth A Dis SGD","SG9999004360.SGD":"Nikko AM Shenton Thrift Fund SGD","BK6516":"银行与投资服务概念","SG9999013460.SGD":"LionGlobal Singapore Dividend Equity Fund SGD","BK6523":"ESG概念","SG9999000343.SGD":"Schroder Singapore Trust A Dis SGD","LU0572939691.SGD":"Janus Henderson Horizon Asian Dividend Income A2 SGD","O39.SI":"华侨银行","SG9999013478.USD":"利安新加坡股息基金","SG9999008742.SGD":"Eastspring Investments Unit Trusts - Singapore ASEAN Equity SGD","BUOU.SI":"星狮物流工业信托","LU0264606111.USD":"Janus Henderson Horizon Asian Dividend Income A2 USD","BK6082":"工业房地产投资信托","SG9999006266.SGD":"MANULIFE SINGAPORE EQUITY \"A\" (SGD) ACC","SG9999002604.SGD":"LionGlobal Singapore/Malaysia SGD","SG9999001689.USD":"施罗德亚洲成长股票","SG9999002679.SGD":"LionGlobal Singapore Balanced SGD","SG9999005177.SGD":"Legg Mason Martin Currie - Southeast Asia Trust A Acc SGD","SG9999014302.SGD":"RHB Singapore Income Fund SGD","SG9999000475.SGD":"Aberdeen Standard Singapore Equity SGD"},"source_url":"https://thesmartinvestor.com.sg/4-dependable-singapore-blue-chip-stocks-with-dividend-yields-of-5-5-or-higher/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2389464038","content_text":"The twin worries of high inflation and surging interest rates have cast a pall on the economic outlook.Investors are worried that businesses may start reporting lower revenue and profits as consumer sentiment takes a hit.During such troubled times, blue-chip stocks provide a haven that investors can rely on.Their long track record, coupled with a strong reputation and experience in dealing with good and bad times, allow them to sail through challenging times to emerge stronger.What’s more, most blue-chip stocks also pay out a dividend, thus providing investors with a useful stream of passive income to tide through the storm.Here are four reliable blue-chip names sporting dividend yields of 5.5% or higher.OCBC Ltd (SGX: O39)OCBC Ltd is Singapore’s second-largest bank by market capitalisation.The lender reported a strong set of earnings for the first nine months of 2023 (9M 2023).Total income for 9M 2023 climbed 24% year on year to S$10.2 billion while net profit jumped 32% year on year to S$5.4 billion.The bank’s net interest margin for the period also rose to 2.28%, up sharply from the 1.78% registered a year ago.OCBC paid out a trailing 12-month dividend of S$0.80, translating into a trailing dividend yield of 6.3%.CEO Helen Wong believes that the bank is on track for a resilient full-year performance with a net interest margin of 2.25% and a return on equity above 14%.Loan growth is expected in the mid-single-digit region and the lender will maintain its 50% dividend payout ratio when it announces its 2023 results in February 2024.Mapletree Logistics Trust (SGX: M44U)Mapletree Logistics Trust, or MLT, is an industrial REIT with a portfolio of 189 properties across eight countries with assets under management (AUM) of S$13.3 billion as of 30 September 2023.The REIT reported a commendable set of earnings for its first half of fiscal 2024 (1H FY2024) ending 30 September 2023.Gross revenue for 1H FY2024 dipped 0.7% year on year to S$368.9 million with net property income (NPI) slipping 1% year on year to S$320.1 million.However, MLT’s distribution per unit (DPU) managed to eke out a small 0.5% year on year increase to S$0.04539.The logistics REIT’s trailing 12-month DPU came in at S$0.09034, giving its units a trailing distribution yield of 5.6%.MLT’s portfolio occupancy remained robust at 96.9% and the REIT also registered a positive rental reversion of 0.2% for the quarter.The REIT had just completed or is completing a series of five divestments in Singapore, Malaysia, and Japan as part of its capital recycling efforts.1H FY2024 also saw a series of acquisitions that added eight properties to its portfolio for S$904.4 million.CapitaLand Ascendas REIT (SGX: A17U)CapitaLand Ascendas REIT, or CLAR, is the oldest industrial REIT in Singapore with a portfolio of 230 properties and an AUM of S$17 billion as of 30 June 2023.For the first half of 2023 (1H 2023), CLAR reported a 7.7% year on year improvement in gross revenue while NPI shot up 6.7% year on year to S$508.8 million.DPU, however, dipped slightly by 2% year on year to S$0.07719.CLAR’s trailing 12-month DPU stood at S$0.15644, giving its units a trailing 12-month distribution yield of 5.5%.The industrial REIT announced a robust set of operating metrics for its third quarter of 2023 (3Q 2023).Portfolio occupancy stayed high at 94.5% and the REIT also enjoyed a positive rental reversion of 10.2%.With an aggregate leverage of 37.2%, CLAR can tap on debt for yield-accretive acquisitions.The REIT also has several ongoing projects worth S$600 million involving redevelopments or convert-to-suit works to enhance the returns of the portfolio.Frasers Logistics & Commercial Trust (SGX: BUOU)Frasers Logistics & Commercial Trust, or FLCT, has 107 industrial and commercial properties within its portfolio.These properties are located in Singapore, the UK, Germany, Australia and the Netherlands with an AUM of S$6.4 billion as of 30 September 2023.For its fiscal 2023 (FY2023) ending 30 September, FLCT saw revenue fall by 6.5% year on year to S$420.8 million.NPI declined by 9% year on year to S$311.4 million because of higher utility expenses and finance costs.DPU dipped by 7.6% year on year to S$0.0704, giving FLCT’s units a trailing distribution yield of 6.4%.Despite the lower DPU, FLCT registered a healthy positive rental reversion of 18.9% for its portfolio and boasted a high occupancy rate of 96%.The REIT sports a low aggregate leverage of just 30.2% along with a cost of debt of 2.2%, giving it a debt headroom of S$2.7 billion before it hits the 50% limit.Elsewhere, FLCT also announced the acquisition of a logistics development on a freehold airport site in the Netherlands.This DPU-accretive purchase will be completed by 1 November 2024.","news_type":1},"isVote":1,"tweetType":1,"viewCount":187,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":248813309591776,"gmtCreate":1701777379022,"gmtModify":1701782717437,"author":{"id":"3558049596848718","authorId":"3558049596848718","name":"Maverickswav","avatar":"https://static.tigerbbs.com/119bb7c0b4017a61b09a104a864b61b7","crmLevel":2,"crmLevelSwitch":0},"themes":[],"htmlText":"Just let the competitors die&nbsp;","listText":"Just let the competitors die&nbsp;","text":"Just let the competitors die","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/248813309591776","repostId":"1148478328","repostType":2,"repost":{"id":"1148478328","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":1701787451,"share":"https://www.laohu8.com/m/news/1148478328?lang=&edition=full","pubTime":"2023-12-05 22:44","market":"sg","language":"en","title":"Sea Stock Drops 3% As ByteDance Strikes Deal With GoTo to Save Indonesian TikTok Shop","url":"https://stock-news.laohu8.com/highlight/detail?id=1148478328","media":"Tiger Newspress","summary":"ByteDance Ltd.’s TikTok has struck an agreement to invest in a unit of Indonesia’s GoTo Group and cooperate on an online shopping service, pioneering a template for e-commerce beyond Southeast Asia’s ","content":"<html><head></head><body><p>ByteDance Ltd.’s TikTok has struck an agreement to invest in a unit of Indonesia’s GoTo Group and cooperate on an online shopping service, pioneering a template for e-commerce beyond Southeast Asia’s biggest economy.</p><p>In addition, Morgan Stanley analysts downgraded shares of Sea Ltd. to Equal-Weight from Overweight in a note Monday, lowering the price target for the stock to $47 from $55 per share.</p><p style=\"text-align: left;\">The analysts stated that part of the reason they downgraded the stock is because they expect the e-commerce uncertainty to persist.</p><p>Sea shares dropped 3% in morning trading Tuesday.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/d3248551bfddd8d6804778d3c8d94ab6\" tg-width=\"842\" tg-height=\"620\"/></p><p style=\"text-align: start;\">The Chinese-owned video service has agreed broadly to work with GoTo’s Tokopedia across several areas rather than compete directly with the Indonesian platform, people familiar with the pact said. The pair aim to announce details of that tie-up as soon as next week, the people said, asking not to be identified disclosing a deal before it’s formalized.</p><p>While the two companies have reached an informal agreement, the final details of that alliance are getting hammered out and could change before announcement, the people said. The pact is also subject to regulatory approval and could still fall through, they added.</p><p style=\"text-align: start;\">An investment in Tokopedia will be a first of its kind for TikTok Shop, the rapidly growing arm of ByteDance’s video service that’s making inroads into online shopping from the US to Europe. Its progress in Indonesia against Sea Ltd. and Tokopedia, however, came to a halt when Jakarta — responding to complaints from local merchants — forced TikTok to split payments from shopping in the country.</p><p>Now, a tieup with a savvy local operator could provide a model for TikTok as it pursues expansion in other markets such as Malaysia, where the government has signaled a willingness to review the influence of overseas players like TikTok. Bloomberg News reported last month that TikTok and GoTo were discussing a potential investment but another option was a joint venture. That could entail building a new e-commerce platform. Representatives for TikTok and GoTo declined to comment.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/63b32b5b44264bfc73b7c8d3eea566e4\" title=\"\" tg-width=\"907\" tg-height=\"631\"/></p><p>ByteDance’s ultimate goal is revive its online-shopping service in Southeast Asia’s largest retail arena. TikTok, the only platform immediately affected by Jakarta’s new rules, has halted online shopping to comply with the curbs.</p><p style=\"text-align: start;\">Indonesia is the first and largest market for TikTok Shop. It started the service in Indonesia in 2021 and its instant success with younger, video-first shoppers encouraged it to expand into other markets including the US.</p><p style=\"text-align: start;\">For GoTo, Indonesia’s largest internet company, a deal with TikTok could be risky as it would help a major online-retail rival to operate in the country. But it would also give GoTo a strong global social-media partner in an arrangement that could boost shopping, logistics and payments volumes for both companies.</p><p>Chief Executive Officer Patrick Walujo, who took over in June, is trying to bring GoTo to profitability on an adjusted basis by the end of the year to show the ride-hailing and e-commerce company has long-term potential. The managing partner of shareholder Northstar Group is continuing his predecessors’ campaign to reduce losses by slashing jobs, cutting promotions and tightening expense controls.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/cb9dd7c13e2de5680e2b1fa1b932345f\" title=\"\" tg-width=\"939\" tg-height=\"589\"/></p><p>TikTok has been attempting to engage government officials and other social media companies to figure out a way to restart its e-commerce operations in the country. Indonesian minister Teten Masduki said TikTok has spoken with five companies including Tokopedia, PT Bukalapak.com and Blibli about possible partnerships.</p><p>Indonesia is among the first countries in Southeast Asia to push back against TikTok. Navigating the conflict will be pivotal for the company as governments across the world assess how Southeast Asia’s largest nation moves to curb the social media giant’s burgeoning e-commerce presence. TikTok said just months earlier it will invest billions of dollars into the region.</p><p style=\"text-align: start;\">Following the Indonesian restrictions, nearby Malaysia said it is studying the possibility of regulating TikTok and its e-commerce operations. The social media leader is already facing possible bans and scrutiny in the likes of the US, Europe and India on national security concerns.</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>Sea Stock Drops 3% As ByteDance Strikes Deal With GoTo to Save Indonesian TikTok Shop</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\">\nSea Stock Drops 3% As ByteDance Strikes Deal With GoTo to Save Indonesian TikTok Shop\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\">2023-12-05 22:44</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>ByteDance Ltd.’s TikTok has struck an agreement to invest in a unit of Indonesia’s GoTo Group and cooperate on an online shopping service, pioneering a template for e-commerce beyond Southeast Asia’s biggest economy.</p><p>In addition, Morgan Stanley analysts downgraded shares of Sea Ltd. to Equal-Weight from Overweight in a note Monday, lowering the price target for the stock to $47 from $55 per share.</p><p style=\"text-align: left;\">The analysts stated that part of the reason they downgraded the stock is because they expect the e-commerce uncertainty to persist.</p><p>Sea shares dropped 3% in morning trading Tuesday.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/d3248551bfddd8d6804778d3c8d94ab6\" tg-width=\"842\" tg-height=\"620\"/></p><p style=\"text-align: start;\">The Chinese-owned video service has agreed broadly to work with GoTo’s Tokopedia across several areas rather than compete directly with the Indonesian platform, people familiar with the pact said. The pair aim to announce details of that tie-up as soon as next week, the people said, asking not to be identified disclosing a deal before it’s formalized.</p><p>While the two companies have reached an informal agreement, the final details of that alliance are getting hammered out and could change before announcement, the people said. The pact is also subject to regulatory approval and could still fall through, they added.</p><p style=\"text-align: start;\">An investment in Tokopedia will be a first of its kind for TikTok Shop, the rapidly growing arm of ByteDance’s video service that’s making inroads into online shopping from the US to Europe. Its progress in Indonesia against Sea Ltd. and Tokopedia, however, came to a halt when Jakarta — responding to complaints from local merchants — forced TikTok to split payments from shopping in the country.</p><p>Now, a tieup with a savvy local operator could provide a model for TikTok as it pursues expansion in other markets such as Malaysia, where the government has signaled a willingness to review the influence of overseas players like TikTok. Bloomberg News reported last month that TikTok and GoTo were discussing a potential investment but another option was a joint venture. That could entail building a new e-commerce platform. Representatives for TikTok and GoTo declined to comment.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/63b32b5b44264bfc73b7c8d3eea566e4\" title=\"\" tg-width=\"907\" tg-height=\"631\"/></p><p>ByteDance’s ultimate goal is revive its online-shopping service in Southeast Asia’s largest retail arena. TikTok, the only platform immediately affected by Jakarta’s new rules, has halted online shopping to comply with the curbs.</p><p style=\"text-align: start;\">Indonesia is the first and largest market for TikTok Shop. It started the service in Indonesia in 2021 and its instant success with younger, video-first shoppers encouraged it to expand into other markets including the US.</p><p style=\"text-align: start;\">For GoTo, Indonesia’s largest internet company, a deal with TikTok could be risky as it would help a major online-retail rival to operate in the country. But it would also give GoTo a strong global social-media partner in an arrangement that could boost shopping, logistics and payments volumes for both companies.</p><p>Chief Executive Officer Patrick Walujo, who took over in June, is trying to bring GoTo to profitability on an adjusted basis by the end of the year to show the ride-hailing and e-commerce company has long-term potential. The managing partner of shareholder Northstar Group is continuing his predecessors’ campaign to reduce losses by slashing jobs, cutting promotions and tightening expense controls.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/cb9dd7c13e2de5680e2b1fa1b932345f\" title=\"\" tg-width=\"939\" tg-height=\"589\"/></p><p>TikTok has been attempting to engage government officials and other social media companies to figure out a way to restart its e-commerce operations in the country. Indonesian minister Teten Masduki said TikTok has spoken with five companies including Tokopedia, PT Bukalapak.com and Blibli about possible partnerships.</p><p>Indonesia is among the first countries in Southeast Asia to push back against TikTok. Navigating the conflict will be pivotal for the company as governments across the world assess how Southeast Asia’s largest nation moves to curb the social media giant’s burgeoning e-commerce presence. TikTok said just months earlier it will invest billions of dollars into the region.</p><p style=\"text-align: start;\">Following the Indonesian restrictions, nearby Malaysia said it is studying the possibility of regulating TikTok and its e-commerce operations. The social media leader is already facing possible bans and scrutiny in the likes of the US, Europe and India on national security concerns.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"SE":"Sea Ltd"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1148478328","content_text":"ByteDance Ltd.’s TikTok has struck an agreement to invest in a unit of Indonesia’s GoTo Group and cooperate on an online shopping service, pioneering a template for e-commerce beyond Southeast Asia’s biggest economy.In addition, Morgan Stanley analysts downgraded shares of Sea Ltd. to Equal-Weight from Overweight in a note Monday, lowering the price target for the stock to $47 from $55 per share.The analysts stated that part of the reason they downgraded the stock is because they expect the e-commerce uncertainty to persist.Sea shares dropped 3% in morning trading Tuesday.The Chinese-owned video service has agreed broadly to work with GoTo’s Tokopedia across several areas rather than compete directly with the Indonesian platform, people familiar with the pact said. The pair aim to announce details of that tie-up as soon as next week, the people said, asking not to be identified disclosing a deal before it’s formalized.While the two companies have reached an informal agreement, the final details of that alliance are getting hammered out and could change before announcement, the people said. The pact is also subject to regulatory approval and could still fall through, they added.An investment in Tokopedia will be a first of its kind for TikTok Shop, the rapidly growing arm of ByteDance’s video service that’s making inroads into online shopping from the US to Europe. Its progress in Indonesia against Sea Ltd. and Tokopedia, however, came to a halt when Jakarta — responding to complaints from local merchants — forced TikTok to split payments from shopping in the country.Now, a tieup with a savvy local operator could provide a model for TikTok as it pursues expansion in other markets such as Malaysia, where the government has signaled a willingness to review the influence of overseas players like TikTok. Bloomberg News reported last month that TikTok and GoTo were discussing a potential investment but another option was a joint venture. That could entail building a new e-commerce platform. Representatives for TikTok and GoTo declined to comment.ByteDance’s ultimate goal is revive its online-shopping service in Southeast Asia’s largest retail arena. TikTok, the only platform immediately affected by Jakarta’s new rules, has halted online shopping to comply with the curbs.Indonesia is the first and largest market for TikTok Shop. It started the service in Indonesia in 2021 and its instant success with younger, video-first shoppers encouraged it to expand into other markets including the US.For GoTo, Indonesia’s largest internet company, a deal with TikTok could be risky as it would help a major online-retail rival to operate in the country. But it would also give GoTo a strong global social-media partner in an arrangement that could boost shopping, logistics and payments volumes for both companies.Chief Executive Officer Patrick Walujo, who took over in June, is trying to bring GoTo to profitability on an adjusted basis by the end of the year to show the ride-hailing and e-commerce company has long-term potential. The managing partner of shareholder Northstar Group is continuing his predecessors’ campaign to reduce losses by slashing jobs, cutting promotions and tightening expense controls.TikTok has been attempting to engage government officials and other social media companies to figure out a way to restart its e-commerce operations in the country. Indonesian minister Teten Masduki said TikTok has spoken with five companies including Tokopedia, PT Bukalapak.com and Blibli about possible partnerships.Indonesia is among the first countries in Southeast Asia to push back against TikTok. Navigating the conflict will be pivotal for the company as governments across the world assess how Southeast Asia’s largest nation moves to curb the social media giant’s burgeoning e-commerce presence. TikTok said just months earlier it will invest billions of dollars into the region.Following the Indonesian restrictions, nearby Malaysia said it is studying the possibility of regulating TikTok and its e-commerce operations. The social media leader is already facing possible bans and scrutiny in the likes of the US, Europe and India on national security concerns.","news_type":1},"isVote":1,"tweetType":1,"viewCount":36,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":246931880693896,"gmtCreate":1701307518717,"gmtModify":1701307523407,"author":{"id":"3558049596848718","authorId":"3558049596848718","name":"Maverickswav","avatar":"https://static.tigerbbs.com/119bb7c0b4017a61b09a104a864b61b7","crmLevel":2,"crmLevelSwitch":0},"themes":[],"htmlText":"Just let it sink","listText":"Just let it sink","text":"Just let it sink","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/246931880693896","repostId":"1160087683","repostType":2,"isVote":1,"tweetType":1,"viewCount":40,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9928924491,"gmtCreate":1671174063614,"gmtModify":1676538503781,"author":{"id":"3558049596848718","authorId":"3558049596848718","name":"Maverickswav","avatar":"https://static.tigerbbs.com/119bb7c0b4017a61b09a104a864b61b7","crmLevel":2,"crmLevelSwitch":0},"themes":[],"htmlText":"Beginning to open legs like android","listText":"Beginning to open legs like android","text":"Beginning to open legs like android","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9928924491","repostId":"2291068709","repostType":2,"repost":{"id":"2291068709","pubTimestamp":1671173598,"share":"https://www.laohu8.com/m/news/2291068709?lang=&edition=full","pubTime":"2022-12-16 14:53","market":"us","language":"en","title":"Apple: Mr. Cook Begins To Tear Down The Walled Garden","url":"https://stock-news.laohu8.com/highlight/detail?id=2291068709","media":"Seeking Alpha","summary":"SummaryApple decides not to fight the EU Digital Markets Act.Why Apple chose not to fight the EU.Inv","content":"<html><head></head><body><h2>Summary</h2><ul><li>Apple decides not to fight the EU Digital Markets Act.</li><li>Why Apple chose not to fight the EU.</li><li>Investor takeaways: a more open iOS will increase market share.</li></ul><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/840652817a2b65bcaa76da645fa1ac64\" tg-width=\"750\" tg-height=\"547\" referrerpolicy=\"no-referrer\"/><span>Justin Sullivan</span></p><p>In July I wrote an article titled “Apple: Mr. Cook, Tear Down This Walled Garden!” regarding the impact of the EU Digital Markets Act on Apple’s (NASDAQ:AAPL) iOS App Store. From the article comments, I got the impression that many thought I was kidding, but I was deadly serious. If Apple didn’t deconstruct the App Store, the EU would do it for them, in a very invasive and unpleasant way. That sound you hear is just the beginning of the collapse of the Walled Garden.</p><h2>Apple decides not to fight the EU Digital Markets Act</h2><p>On Monday, December 13, Mark Gurman of Bloomberg broke the news that Apple intended to comply (mostly) with the Digital Markets Act (or DMA):</p><blockquote>Apple Inc. is preparing to allow alternative app stores on its iPhones and iPads, part of a sweeping overhaul aimed at complying with strict European Union requirements coming in 2024.</blockquote><blockquote>Software engineering and services employees are engaged in a major push to open up key elements of Apple’s platforms, according to people familiar with the efforts. As part of the changes, customers could ultimately download third-party software to their iPhones and iPads without using the company’s App Store, sidestepping Apple’s restrictions and the up-to-30% commission it imposes on payments.</blockquote><blockquote>The moves — a reversal of long-held policies — are a response to EU laws aimed at leveling the playing field for third-party developers and improving the digital lives of consumers. For years, regulators and software makers have complained that Apple and Google, which run the two biggest mobile app stores, wield too much power as gatekeepers.</blockquote><p>In fact, I argued in my July article that the DMA was not about “leveling the playing field” but rather tilting it against American technology companies like Apple:</p><blockquote>One of the radical departures of the DMA from traditional competition regulation is that it’s not enough for a company to have competition. The authors of the regulation more or less acknowledge that companies such as Apple have competition. Under the DMA, a company’s market position must also be “contestable”. What does this mean? It’s never really formally defined, but apparently it means that a smaller company should be able to compete effectively against a much larger company, despite lacking the resources, technology, or market clout to do so.</blockquote><blockquote>How does one arrange this? By putting the large technology companies under very close, proactive supervision by EU competition regulators. By setting forth a set of “obligations” that the companies must comply with in advance. And by exacting very onerous penalties for “bad behavior”.</blockquote><blockquote>The DMA confers enormous power on the European Commission Department of Competition, headed by Margrethe Vestager. The Competition Department authored the legislation.</blockquote><p>My view of the impacts of the DMA is that it’s intended to provide advantages to European companies competing with the US tech giants. The smaller European companies will be completely free of the regulation and supervision imposed on the larger US companies.</p><p>The justification for this is that the large US companies are “digital gatekeepers” that control large online platforms offering a wide array of goods and services. The DMA considers these platforms to be markets unto themselves, and therefore in need of regulation.</p><p>In this view, the gatekeeper is regarded as the “monopolist” of its own online store. So Apple would be regarded as the monopolist of the App Store and therefore in need of supervision, as well as policy changes such that Apple’s App Store is no longer “monopolistic”.</p><p>The online stores are just virtual versions of the bricks and mortar department store. Imagine regulators barging into a department store, telling the owner what products and services the store owner could offer, and forcing the owner to allow competitors to set up competing mini-stores in the midst of the department store. In effect, that’s what the DMA allows regulators to do with online stores or platforms such as iOS.</p><p>I regard this as an unprecedented encroachment on free market capitalism which <i>should</i> receive push-back from the US government. However, there has been none. The current head of the FTC, Lina Khan, fully embraces the concept of “digital gatekeepers” and has advocated policies and legislation similar to the DMA.</p><p>When the DMA was passed back in July, it provoked little concern among Apple analysts, who seemed not to comprehend its full impact. Gurman’s article gets to the heart of the changes it would require in Apple’s business model:</p><blockquote>The act requires technology companies to allow the installation of third-party apps and let users more easily change default settings. The rules demand that messaging services work together and that outside developers get equal access to core features within apps and services.</blockquote><p>Gurman’s sources describe Apple’s compliance efforts:</p><blockquote>Apple is applying a significant amount of resources to the companywide endeavor. It hasn’t been a popular initiative within Apple, considering that the company has spent years decrying the need for “sideloading” — the process of installing software without using the official App Store. In lobbying against the new European laws, Apple has argued that sideloading could put unsafe apps on consumers’ devices and undermine privacy.</blockquote><p>According to Gurman, Apple’s approach is rather piecemeal, with Apple still deciding whether to comply with some provisions of the DMA. For instance, Apple hasn’t made a decision about whether to allow developers to install third-party payment systems within their apps. Apple also hasn’t decided whether to open up iMessage to work with other messaging services.</p><p>Most significantly, Apple’s changes are planned only for the EU. As I discussed in my article, I’m skeptical whether this will be practical. Delicate software surgery will be required to create and maintain separate EU and US versions of iOS.</p><p>How will Apple prevent Euro-spec versions from leaking to the US? And will the iPhones of US travelers in Europe be expected to comply with the DMA? Apple may be building a single version of iOS with a set of internal switches governing things like sideloading that will change state depending on the geolocation of the device. However Apple goes about complying with the DMA, not inconsiderable expense will be involved.</p><h2>Why Apple chose not to fight the EU</h2><p>In the past, Apple has often fought protracted legal battles in the name of what it believed was “right”. But as any good attorney will tell you, the law is not about what’s right or wrong, but about what is legal or not legal.</p><p>In defending what it believes is right, Apple has sometimes come up short. Apple believed it was right to enter into pricing agreements with book publishers for eBooks on the iPad in order to counter what it regarded as Amazon’s (AMZN) eBook monopoly. Unfortunately, the legal judgement was that Apple and the publishers had violated the Sherman Antitrust Act.</p><p>In August of 2016, the EU ordered Ireland to collect $14.5 billion in taxes from Apple because the EU Competition Department regarded Ireland’s corporate tax laws to be illegal state aid. Apple is still fighting this case after winning its appeal before the EU General Court in July 2020.</p><p>The EU Competition Department is now appealing that decision to the Court of Justice of the European Union, which has the final say in the matter. According to an article in the Financial Times, the Competition Department is expected to lose its appeal.</p><p>In January of 2017, Apple sued QUALCOMM (QCOM) claiming unfair and monopolistic licensing practices for Qualcomm’s chips. The Federal Trade Commission sided with Apple and filed its own antitrust suit against Qualcomm. The FTC ultimately lost on appeal, and Apple eventually settled with Qualcomm, more or less on Qualcomm’s terms.</p><p>Despite Apple’s mixed track record in regulatory matters, I fully expected Apple to fight tooth and claw to defend the walled garden. The walled garden was a very Apple institution, closely associated with a certain insularity in Apple’s corporate culture. Although I don’t know whether anyone at Apple read my July article, the arguments I made in favor of complying with the DMA are likely the arguments that prevailed among Apple’s decision makers.</p><p>First and foremost, there is effectively nothing that Apple can do to legally challenge the DMA. Although the European Union behaves like a European government, it is formally a treaty organization governed by the Treaty on the Functioning of the European Union (TFEU).</p><p>Unlike the U.S. government, there are no constitutional or legal constraints on how the EU can regulate business as long as fundamental human rights and the rights of member nations are not violated. Virtually any form of regulation is permissible as long as all member states agree, and all the members have agreed to the DMA.</p><p>The DMA allows the Competition Department to impose “obligations” on gatekeeper companies without any finding that competition has actually been harmed. An example of an obligation would be allowing sideloading of apps in iOS.</p><p>To enforce its obligations, the EU may conduct interviews, investigations, and onsite inspections. This will all be part of an ongoing “dialog” between the Competition Department and the gatekeeper about how to make the gatekeeper’s business practices “fair and contestable”.</p><p>If the Commission is dissatisfied with the dialog and believes that the gatekeeper is deliberately defying the Commission and failing to meet its obligations, the Commission may impose fines equal to <i>10% of global annual revenue</i> to start. More fines can be imposed for continued non-compliance, up to 20%. In Apple’s recently completed fiscal 2022, Apple’s total revenue was $394 billion.</p><p>Clearly, the Commission chose the magnitude of the fines in order to make outright defiance of the DMA untenable. $39 billion is more than the App Store is worth. In my July article, I estimated App Store revenue at about 6.7% of Apple’s total revenue. This is based on Apple’s percentage of the App Store gross receipts. This number is in rough agreement with Gurman’s estimate of 6%.</p><p>I also estimated that the European contribution to the App Store was about 1.6% of total revenue, while Gurman estimated it at 2%. So our numbers roughly agree, which is about the best we can hope for, since Apple doesn’t provide a breakdown of the contributions to its Services reporting segment.</p><p>The relatively small European contribution to App Store revenue was probably another factor weighing in favor of compliance. If Apple could find a way to comply with the DMA in Europe while maintaining the walled garden elsewhere, then at most, the revenue damage would be some large portion of the 2% European contribution.</p><p>And this brings us to the final factor in favor of compliance, which I did not account for. At some point, Apple must have decided that it was technically feasible to create a version of iOS tailored to the requirements of the DMA while the rest of the world would get a different version.</p><p>Or something like that. It’s not clear how they’re going about it, but presumably, the cost of this is less than the revenue hit if Apple made the EU version universal for the world. The walled garden will not be entirely torn down, merely reduced in size, for now.</p><h2>Investor takeaways: a more open iOS will increase market share</h2><p>One argument on behalf of compliance with the DMA that I doubt was given much credence within Apple is that an open iOS will increase market share. I suggested it back in July, but I believe it more strongly now.</p><p>Openness, variety, and low initial cost are the main advantages of Google’s (GOOG) Android. While Apple can’t compete on variety and cost, an open iOS platform would take away at least one important Android advantage. Apple will probably find ways to mitigate the malware risk in doing so, which will also be an advantage.</p><p>As users discover that Apple offers the best of both worlds, openness with security, more Android users will be motivated to switch. As Apple gains market share in Europe, it will have to rethink its policy of containment of the DMA version.</p><p>Undoubtedly, Apple naysayers will depict the end of the walled garden as a fundamental threat to iOS and Apple’s dominance of smartphone profitability. Far from being a threat, I expect the end of the walled garden to open up new avenues of market expansion for iPhone. I remain long Apple and rate it a buy.</p><p><i>This article is written by Mark Hibben for reference only. Please note the risks.</i></p></body></html>","source":"seekingalpha_fund","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>Apple: Mr. Cook Begins To Tear Down The Walled Garden</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\">\nApple: Mr. Cook Begins To Tear Down The Walled Garden\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-12-16 14:53 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4564630-apple-stock-cook-begin-tear-down-walled-garden-buy><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryApple decides not to fight the EU Digital Markets Act.Why Apple chose not to fight the EU.Investor takeaways: a more open iOS will increase market share.Justin SullivanIn July I wrote an ...</p>\n\n<a href=\"https://seekingalpha.com/article/4564630-apple-stock-cook-begin-tear-down-walled-garden-buy\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AAPL":"苹果","LU0198837287.USD":"UBS (LUX) EQUITY SICAV - USA GROWTH \"P\" (USD) ACC","IE00B1BXHZ80.USD":"Legg Mason ClearBridge - US Appreciation A Acc USD","BK4574":"无人驾驶","LU0511384066.AUD":"SUSTAINABLE GLOBAL THEMATIC PORTFOLIO \"A\" (AUDHDG) ACC","LU0289961442.SGD":"SUSTAINABLE GLOBAL THEMATIC PORTFOLIO \"AX\" (SGD) ACC","IE00BFSS8Q28.SGD":"Janus Henderson Balanced A Inc SGD-H","BK4505":"高瓴资本持仓","BK4581":"高盛持仓","LU0149725797.USD":"汇丰美国股市经济规模基金","BK4512":"苹果概念","IE0009356076.USD":"JANUS HENDERSON GLOBAL TECHNOLOGY AND INNOVATION \"A2\" (USD) ACC","LU0256863811.USD":"ALLIANZ US EQUITY \"A\" INC","BK4579":"人工智能","IE00BJTD4N35.SGD":"Neuberger Berman US Long Short Equity A1  Acc SGD-H","LU0348723411.USD":"ALLIANZ GLOBAL HI-TECH GROWTH \"A\" (USD) INC","IE00BLSP4239.USD":"Legg Mason ClearBridge - Tactical Dividend Income A Mdis USD Plus","BK4170":"电脑硬件、储存设备及电脑周边","IE00B775SV38.USD":"NEUBERGER BERMAN US MULTICAP OPPORTUNITIES \"A\" (USD) ACC","LU0234570918.USD":"高盛全球核心股票组合Acc Close","LU0170899867.USD":"EASTSPRING INVESTMENTS WORLD VALUE EQUITY  \"A\" (USD) ACC","LU0109391861.USD":"富兰克林美国机遇基金A Acc","IE00B3S45H60.SGD":"Neuberger Berman US Multicap Opportunities A Acc SGD-H","IE00B19Z9505.USD":"美盛-美国大盘成长股A Acc","LU0456855351.SGD":"JPMorgan Funds - Global Equity A (acc) SGD","IE0004445239.USD":"JANUS HENDERSON US FORTY \"A2\" (USD) ACC","LU0072462426.USD":"贝莱德全球配置 A2","BK4532":"文艺复兴科技持仓","BK4554":"元宇宙及AR概念","IE00BJTD4V19.USD":"NEUBERGER BERMAN US LONG SHORT EQUITY \"A1\" (USD) ACC","LU0053666078.USD":"摩根大通基金-美国股票A（离岸）美元","BK4553":"喜马拉雅资本持仓","LU0082616367.USD":"摩根大通美国科技A（dist）","LU0056508442.USD":"贝莱德世界科技基金A2","BK4585":"ETF&股票定投概念","LU0640476718.USD":"THREADNEEDLE (LUX) US CONTRARIAN CORE EQ \"AU\" (USD) ACC","IE00B1XK9C88.USD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A\" (USD) ACC","LU0353189680.USD":"富国美国全盘成长基金Cl A Acc","IE00BJJMRY28.SGD":"Janus Henderson Balanced A Inc SGD","IE00BBT3K403.USD":"LEGG MASON CLEARBRIDGE TACTICAL DIVIDEND INCOME \"A(USD) ACC","BK4576":"AR","IE00BSNM7G36.USD":"NEUBERGER BERMAN SYSTEMATIC GLOBAL SUSTAINABLE VALUE \"A\" (USD) ACC","LU0234572021.USD":"高盛美国核心股票组合Acc","BK4575":"芯片概念","LU0109392836.USD":"富兰克林科技股A","IE00BZ1G4Q59.USD":"LEGG MASON CLEARBRIDGE US EQUITY SUSTAINABILITY LEADER \"A\"(USD) INC (A)","IE0004445015.USD":"JANUS HENDERSON BALANCED \"A2\" (USD) ACC","BK4501":"段永平概念","BK4559":"巴菲特持仓","IE00BWXC8680.SGD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A5\" (SGD) ACC","LU0097036916.USD":"贝莱德美国增长A2 USD"},"source_url":"https://seekingalpha.com/article/4564630-apple-stock-cook-begin-tear-down-walled-garden-buy","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2291068709","content_text":"SummaryApple decides not to fight the EU Digital Markets Act.Why Apple chose not to fight the EU.Investor takeaways: a more open iOS will increase market share.Justin SullivanIn July I wrote an article titled “Apple: Mr. Cook, Tear Down This Walled Garden!” regarding the impact of the EU Digital Markets Act on Apple’s (NASDAQ:AAPL) iOS App Store. From the article comments, I got the impression that many thought I was kidding, but I was deadly serious. If Apple didn’t deconstruct the App Store, the EU would do it for them, in a very invasive and unpleasant way. That sound you hear is just the beginning of the collapse of the Walled Garden.Apple decides not to fight the EU Digital Markets ActOn Monday, December 13, Mark Gurman of Bloomberg broke the news that Apple intended to comply (mostly) with the Digital Markets Act (or DMA):Apple Inc. is preparing to allow alternative app stores on its iPhones and iPads, part of a sweeping overhaul aimed at complying with strict European Union requirements coming in 2024.Software engineering and services employees are engaged in a major push to open up key elements of Apple’s platforms, according to people familiar with the efforts. As part of the changes, customers could ultimately download third-party software to their iPhones and iPads without using the company’s App Store, sidestepping Apple’s restrictions and the up-to-30% commission it imposes on payments.The moves — a reversal of long-held policies — are a response to EU laws aimed at leveling the playing field for third-party developers and improving the digital lives of consumers. For years, regulators and software makers have complained that Apple and Google, which run the two biggest mobile app stores, wield too much power as gatekeepers.In fact, I argued in my July article that the DMA was not about “leveling the playing field” but rather tilting it against American technology companies like Apple:One of the radical departures of the DMA from traditional competition regulation is that it’s not enough for a company to have competition. The authors of the regulation more or less acknowledge that companies such as Apple have competition. Under the DMA, a company’s market position must also be “contestable”. What does this mean? It’s never really formally defined, but apparently it means that a smaller company should be able to compete effectively against a much larger company, despite lacking the resources, technology, or market clout to do so.How does one arrange this? By putting the large technology companies under very close, proactive supervision by EU competition regulators. By setting forth a set of “obligations” that the companies must comply with in advance. And by exacting very onerous penalties for “bad behavior”.The DMA confers enormous power on the European Commission Department of Competition, headed by Margrethe Vestager. The Competition Department authored the legislation.My view of the impacts of the DMA is that it’s intended to provide advantages to European companies competing with the US tech giants. The smaller European companies will be completely free of the regulation and supervision imposed on the larger US companies.The justification for this is that the large US companies are “digital gatekeepers” that control large online platforms offering a wide array of goods and services. The DMA considers these platforms to be markets unto themselves, and therefore in need of regulation.In this view, the gatekeeper is regarded as the “monopolist” of its own online store. So Apple would be regarded as the monopolist of the App Store and therefore in need of supervision, as well as policy changes such that Apple’s App Store is no longer “monopolistic”.The online stores are just virtual versions of the bricks and mortar department store. Imagine regulators barging into a department store, telling the owner what products and services the store owner could offer, and forcing the owner to allow competitors to set up competing mini-stores in the midst of the department store. In effect, that’s what the DMA allows regulators to do with online stores or platforms such as iOS.I regard this as an unprecedented encroachment on free market capitalism which should receive push-back from the US government. However, there has been none. The current head of the FTC, Lina Khan, fully embraces the concept of “digital gatekeepers” and has advocated policies and legislation similar to the DMA.When the DMA was passed back in July, it provoked little concern among Apple analysts, who seemed not to comprehend its full impact. Gurman’s article gets to the heart of the changes it would require in Apple’s business model:The act requires technology companies to allow the installation of third-party apps and let users more easily change default settings. The rules demand that messaging services work together and that outside developers get equal access to core features within apps and services.Gurman’s sources describe Apple’s compliance efforts:Apple is applying a significant amount of resources to the companywide endeavor. It hasn’t been a popular initiative within Apple, considering that the company has spent years decrying the need for “sideloading” — the process of installing software without using the official App Store. In lobbying against the new European laws, Apple has argued that sideloading could put unsafe apps on consumers’ devices and undermine privacy.According to Gurman, Apple’s approach is rather piecemeal, with Apple still deciding whether to comply with some provisions of the DMA. For instance, Apple hasn’t made a decision about whether to allow developers to install third-party payment systems within their apps. Apple also hasn’t decided whether to open up iMessage to work with other messaging services.Most significantly, Apple’s changes are planned only for the EU. As I discussed in my article, I’m skeptical whether this will be practical. Delicate software surgery will be required to create and maintain separate EU and US versions of iOS.How will Apple prevent Euro-spec versions from leaking to the US? And will the iPhones of US travelers in Europe be expected to comply with the DMA? Apple may be building a single version of iOS with a set of internal switches governing things like sideloading that will change state depending on the geolocation of the device. However Apple goes about complying with the DMA, not inconsiderable expense will be involved.Why Apple chose not to fight the EUIn the past, Apple has often fought protracted legal battles in the name of what it believed was “right”. But as any good attorney will tell you, the law is not about what’s right or wrong, but about what is legal or not legal.In defending what it believes is right, Apple has sometimes come up short. Apple believed it was right to enter into pricing agreements with book publishers for eBooks on the iPad in order to counter what it regarded as Amazon’s (AMZN) eBook monopoly. Unfortunately, the legal judgement was that Apple and the publishers had violated the Sherman Antitrust Act.In August of 2016, the EU ordered Ireland to collect $14.5 billion in taxes from Apple because the EU Competition Department regarded Ireland’s corporate tax laws to be illegal state aid. Apple is still fighting this case after winning its appeal before the EU General Court in July 2020.The EU Competition Department is now appealing that decision to the Court of Justice of the European Union, which has the final say in the matter. According to an article in the Financial Times, the Competition Department is expected to lose its appeal.In January of 2017, Apple sued QUALCOMM (QCOM) claiming unfair and monopolistic licensing practices for Qualcomm’s chips. The Federal Trade Commission sided with Apple and filed its own antitrust suit against Qualcomm. The FTC ultimately lost on appeal, and Apple eventually settled with Qualcomm, more or less on Qualcomm’s terms.Despite Apple’s mixed track record in regulatory matters, I fully expected Apple to fight tooth and claw to defend the walled garden. The walled garden was a very Apple institution, closely associated with a certain insularity in Apple’s corporate culture. Although I don’t know whether anyone at Apple read my July article, the arguments I made in favor of complying with the DMA are likely the arguments that prevailed among Apple’s decision makers.First and foremost, there is effectively nothing that Apple can do to legally challenge the DMA. Although the European Union behaves like a European government, it is formally a treaty organization governed by the Treaty on the Functioning of the European Union (TFEU).Unlike the U.S. government, there are no constitutional or legal constraints on how the EU can regulate business as long as fundamental human rights and the rights of member nations are not violated. Virtually any form of regulation is permissible as long as all member states agree, and all the members have agreed to the DMA.The DMA allows the Competition Department to impose “obligations” on gatekeeper companies without any finding that competition has actually been harmed. An example of an obligation would be allowing sideloading of apps in iOS.To enforce its obligations, the EU may conduct interviews, investigations, and onsite inspections. This will all be part of an ongoing “dialog” between the Competition Department and the gatekeeper about how to make the gatekeeper’s business practices “fair and contestable”.If the Commission is dissatisfied with the dialog and believes that the gatekeeper is deliberately defying the Commission and failing to meet its obligations, the Commission may impose fines equal to 10% of global annual revenue to start. More fines can be imposed for continued non-compliance, up to 20%. In Apple’s recently completed fiscal 2022, Apple’s total revenue was $394 billion.Clearly, the Commission chose the magnitude of the fines in order to make outright defiance of the DMA untenable. $39 billion is more than the App Store is worth. In my July article, I estimated App Store revenue at about 6.7% of Apple’s total revenue. This is based on Apple’s percentage of the App Store gross receipts. This number is in rough agreement with Gurman’s estimate of 6%.I also estimated that the European contribution to the App Store was about 1.6% of total revenue, while Gurman estimated it at 2%. So our numbers roughly agree, which is about the best we can hope for, since Apple doesn’t provide a breakdown of the contributions to its Services reporting segment.The relatively small European contribution to App Store revenue was probably another factor weighing in favor of compliance. If Apple could find a way to comply with the DMA in Europe while maintaining the walled garden elsewhere, then at most, the revenue damage would be some large portion of the 2% European contribution.And this brings us to the final factor in favor of compliance, which I did not account for. At some point, Apple must have decided that it was technically feasible to create a version of iOS tailored to the requirements of the DMA while the rest of the world would get a different version.Or something like that. It’s not clear how they’re going about it, but presumably, the cost of this is less than the revenue hit if Apple made the EU version universal for the world. The walled garden will not be entirely torn down, merely reduced in size, for now.Investor takeaways: a more open iOS will increase market shareOne argument on behalf of compliance with the DMA that I doubt was given much credence within Apple is that an open iOS will increase market share. I suggested it back in July, but I believe it more strongly now.Openness, variety, and low initial cost are the main advantages of Google’s (GOOG) Android. While Apple can’t compete on variety and cost, an open iOS platform would take away at least one important Android advantage. Apple will probably find ways to mitigate the malware risk in doing so, which will also be an advantage.As users discover that Apple offers the best of both worlds, openness with security, more Android users will be motivated to switch. As Apple gains market share in Europe, it will have to rethink its policy of containment of the DMA version.Undoubtedly, Apple naysayers will depict the end of the walled garden as a fundamental threat to iOS and Apple’s dominance of smartphone profitability. Far from being a threat, I expect the end of the walled garden to open up new avenues of market expansion for iPhone. I remain long Apple and rate it a buy.This article is written by Mark Hibben for reference only. Please note the risks.","news_type":1},"isVote":1,"tweetType":1,"viewCount":86,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9921594722,"gmtCreate":1671082356168,"gmtModify":1676538487206,"author":{"id":"3558049596848718","authorId":"3558049596848718","name":"Maverickswav","avatar":"https://static.tigerbbs.com/119bb7c0b4017a61b09a104a864b61b7","crmLevel":2,"crmLevelSwitch":0},"themes":[],"htmlText":"Please crash","listText":"Please crash","text":"Please crash","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9921594722","repostId":"1149688013","repostType":2,"isVote":1,"tweetType":1,"viewCount":139,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9984198180,"gmtCreate":1667555311341,"gmtModify":1676537937088,"author":{"id":"3558049596848718","authorId":"3558049596848718","name":"Maverickswav","avatar":"https://static.tigerbbs.com/119bb7c0b4017a61b09a104a864b61b7","crmLevel":2,"crmLevelSwitch":0},"themes":[],"htmlText":"Overreact","listText":"Overreact","text":"Overreact","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9984198180","repostId":"1131285910","repostType":2,"isVote":1,"tweetType":1,"viewCount":139,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9918144847,"gmtCreate":1664343480589,"gmtModify":1676537437370,"author":{"id":"3558049596848718","authorId":"3558049596848718","name":"Maverickswav","avatar":"https://static.tigerbbs.com/119bb7c0b4017a61b09a104a864b61b7","crmLevel":2,"crmLevelSwitch":0},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/E28.SI\">$FRENCKEN GROUP LIMITED(E28.SI)$</a>Going backto pre covid levels&nbsp;","listText":"<a href=\"https://ttm.financial/S/E28.SI\">$FRENCKEN GROUP LIMITED(E28.SI)$</a>Going backto pre covid levels&nbsp;","text":"$FRENCKEN GROUP LIMITED(E28.SI)$Going backto pre covid levels","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9918144847","isVote":1,"tweetType":1,"viewCount":175,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9913566880,"gmtCreate":1664021637140,"gmtModify":1676537380265,"author":{"id":"3558049596848718","authorId":"3558049596848718","name":"Maverickswav","avatar":"https://static.tigerbbs.com/119bb7c0b4017a61b09a104a864b61b7","crmLevel":2,"crmLevelSwitch":0},"themes":[],"htmlText":"It's just serious fear and greed","listText":"It's just serious fear and greed","text":"It's just serious fear and greed","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9913566880","repostId":"2269657466","repostType":2,"repost":{"id":"2269657466","pubTimestamp":1663980236,"share":"https://www.laohu8.com/m/news/2269657466?lang=&edition=full","pubTime":"2022-09-24 08:43","market":"us","language":"en","title":"Why I'm Not Worried About the Stock Market","url":"https://stock-news.laohu8.com/highlight/detail?id=2269657466","media":"TheStreet","summary":"A lot of scary words have been floating around with \"recession\" and \"inflation\" at the top of the li","content":"<html><head></head><body><p>A lot of scary words have been floating around with &#34;recession&#34; and &#34;inflation&#34; at the top of the list. People are worried about the economy and the Federal Reserve has not been helping as it steadily raises interest rates. That, in theory, acts as a check on inflation, but mostly makes money more expensive which impacts mortgage rates, credit card interest, and really any money people borrow going forward.</p><p>That has driven the Dow Jones Industrial Average steadily downward. The index fell by nearly 500 points on Sept. 23 sending it to a low for 2022. In a broad sense. it&#39;s not just the Dow as the Nasdaq has steadily fallen as well.</p><p>We all know the story and understand the fears, but market fears about what might happen don&#39;t actually track with what&#39;s actually happening in the U.S. economy.</p><h2>The U.S. Economy Has Been Strong</h2><p>Obviously, inflation has hit many lower-income Americans hard. But the employment market remains strong with the unemployment rate sitting at 3.7%. That&#39;s not quite a historical low, but it&#39;s in that range. In addition, there&#39;s exactly one-half of an available job seeker for every available job opening, That actually is a historical low since the Bureau of Labor Statistics has been tracking that data.</p><p>Job openings, however, don&#39;t always mean good jobs, but wages have also been rising in the service industry and even fast food jobs. <a href=\"https://laohu8.com/S/WMT\">Walmart</a>, <a href=\"https://laohu8.com/S/TGT\">Target</a>, <a href=\"https://laohu8.com/S/YUM\">Yum! Brands</a>, <a href=\"https://laohu8.com/S/SBUX\">Starbucks</a>, and a number of other retailers have embraced a $15 minimum wage.</p><p>And, while the employment market remains strong, the flip side of that is rising housing costs coupled with higher mortgage rates. That&#39;s not great news for people buying a house (even if history suggests they still should) but it has a flip side. If you own a house, it has become a fast-rising asset that increases your net worth.</p><p>The economy is, of course, personal. If you can&#39;t find a job or afford to live where you want to, that&#39;s very real. Broadly, however, there are a lot of signs that the economy remains strong and that many of the issues we&#39;re having relate to what might be called a pandemic hangover.</p><h2>Market Drops Are the Best Times to Invest</h2><p>Many of my favorite companies have dropped by 30% or more. I don&#39;t stop believing in <a href=\"https://laohu8.com/S/COST\">Costco</a>, <a href=\"https://laohu8.com/S/DIS\">Walt Disney</a>, or <a href=\"https://laohu8.com/S/MSFT\">Microsoft</a>  (just to name a few) because their share prices have fallen. In fact, I look at all three of these companies and how they handled the pandemic and prepared for the future and feel better about them.</p><p>Stock price does not always equate to performance in the short term. Disney, for example, has the best intellectual property (IP) of any entertainment company and has endless pricing power. In fact, if you were offered &#34;every other companies&#39; IP&#34; or Disney&#39;s, you can make  a case to take Disney.</p><p>Costco just delivered one of its highest renewal rates ever (over 92%) and continues to add members, Microsoft has only gotten stronger as it pivots more fully to a software as a service model, yet all three of those companies have seen double digit stock drops this year.</p><p>In a bad market, I cling to the mantra &#34;time in the market beats timing the market.&#34; Now is the time to add to your holdings in really strong companies. Consider that good companies are now on sale, really big sales in some cases, and add strategically to your long-term holdings.</p><p>After you do that, remember that long-term means years. Check in on the companies you own to make sure they have stayed on course, but don&#39;t check your portfolio everyday. A market drop feels bad, but historically, it means nothing. Good companies will recover and investing in them, plus time (maybe a lot of time) is what makes investors rich.</p><p>BY DANIEL KLINE</p></body></html>","source":"thestreet_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>Why I'm Not Worried About the Stock Market</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nWhy I'm Not Worried About the Stock Market\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-09-24 08:43 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.thestreet.com/investing/why-im-not-worried-about-the-stock-market><strong>TheStreet</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>A lot of scary words have been floating around with \"recession\" and \"inflation\" at the top of the list. People are worried about the economy and the Federal Reserve has not been helping as it steadily...</p>\n\n<a href=\"https://www.thestreet.com/investing/why-im-not-worried-about-the-stock-market\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4524":"宅经济概念","SBUX":"星巴克","BK4535":"淡马锡持仓","BK4566":"资本集团","BK4527":"明星科技股","BK4538":"云计算","BK4577":"网络游戏","YUM":"百胜餐饮集团","COST":"好市多","BK4579":"人工智能","BK4550":"红杉资本持仓","BK4503":"景林资产持仓","BK4551":"寇图资本持仓","BK4136":"纸材料包装","BK4561":"索罗斯持仓","BK4097":"系统软件","BK4155":"大卖场与超市","BK4504":"桥水持仓","BK4581":"高盛持仓","BK4209":"餐馆","BK4548":"巴美列捷福持仓","DIS":"迪士尼","BK4528":"SaaS概念","BK4516":"特朗普概念","BK4532":"文艺复兴科技持仓","BK4554":"元宇宙及AR概念","BK4108":"电影和娱乐","BK4567":"ESG概念","BK4534":"瑞士信贷持仓","BK4507":"流媒体概念","WMT":"沃尔玛","BK4114":"综合货品商店","BK4576":"AR","BK4533":"AQR资本管理(全球第二大对冲基金)","MSFT":"微软","BK4525":"远程办公概念","TGT":"塔吉特"},"source_url":"https://www.thestreet.com/investing/why-im-not-worried-about-the-stock-market","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2269657466","content_text":"A lot of scary words have been floating around with \"recession\" and \"inflation\" at the top of the list. People are worried about the economy and the Federal Reserve has not been helping as it steadily raises interest rates. That, in theory, acts as a check on inflation, but mostly makes money more expensive which impacts mortgage rates, credit card interest, and really any money people borrow going forward.That has driven the Dow Jones Industrial Average steadily downward. The index fell by nearly 500 points on Sept. 23 sending it to a low for 2022. In a broad sense. it's not just the Dow as the Nasdaq has steadily fallen as well.We all know the story and understand the fears, but market fears about what might happen don't actually track with what's actually happening in the U.S. economy.The U.S. Economy Has Been StrongObviously, inflation has hit many lower-income Americans hard. But the employment market remains strong with the unemployment rate sitting at 3.7%. That's not quite a historical low, but it's in that range. In addition, there's exactly one-half of an available job seeker for every available job opening, That actually is a historical low since the Bureau of Labor Statistics has been tracking that data.Job openings, however, don't always mean good jobs, but wages have also been rising in the service industry and even fast food jobs. Walmart, Target, Yum! Brands, Starbucks, and a number of other retailers have embraced a $15 minimum wage.And, while the employment market remains strong, the flip side of that is rising housing costs coupled with higher mortgage rates. That's not great news for people buying a house (even if history suggests they still should) but it has a flip side. If you own a house, it has become a fast-rising asset that increases your net worth.The economy is, of course, personal. If you can't find a job or afford to live where you want to, that's very real. Broadly, however, there are a lot of signs that the economy remains strong and that many of the issues we're having relate to what might be called a pandemic hangover.Market Drops Are the Best Times to InvestMany of my favorite companies have dropped by 30% or more. I don't stop believing in Costco, Walt Disney, or Microsoft  (just to name a few) because their share prices have fallen. In fact, I look at all three of these companies and how they handled the pandemic and prepared for the future and feel better about them.Stock price does not always equate to performance in the short term. Disney, for example, has the best intellectual property (IP) of any entertainment company and has endless pricing power. In fact, if you were offered \"every other companies' IP\" or Disney's, you can make  a case to take Disney.Costco just delivered one of its highest renewal rates ever (over 92%) and continues to add members, Microsoft has only gotten stronger as it pivots more fully to a software as a service model, yet all three of those companies have seen double digit stock drops this year.In a bad market, I cling to the mantra \"time in the market beats timing the market.\" Now is the time to add to your holdings in really strong companies. Consider that good companies are now on sale, really big sales in some cases, and add strategically to your long-term holdings.After you do that, remember that long-term means years. Check in on the companies you own to make sure they have stayed on course, but don't check your portfolio everyday. A market drop feels bad, but historically, it means nothing. Good companies will recover and investing in them, plus time (maybe a lot of time) is what makes investors rich.BY DANIEL KLINE","news_type":1},"isVote":1,"tweetType":1,"viewCount":199,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9995011297,"gmtCreate":1661385591520,"gmtModify":1676536507729,"author":{"id":"3558049596848718","authorId":"3558049596848718","name":"Maverickswav","avatar":"https://static.tigerbbs.com/119bb7c0b4017a61b09a104a864b61b7","crmLevel":2,"crmLevelSwitch":0},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/NVDA\">$NVIDIA Corp(NVDA)$</a><v-v data-views=\"0\"></v-v>Dead stock","listText":"<a href=\"https://ttm.financial/S/NVDA\">$NVIDIA Corp(NVDA)$</a><v-v data-views=\"0\"></v-v>Dead stock","text":"$NVIDIA Corp(NVDA)$Dead stock","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9995011297","isVote":1,"tweetType":1,"viewCount":87,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9054237205,"gmtCreate":1655391656707,"gmtModify":1676535629194,"author":{"id":"3558049596848718","authorId":"3558049596848718","name":"Maverickswav","avatar":"https://static.tigerbbs.com/119bb7c0b4017a61b09a104a864b61b7","crmLevel":2,"crmLevelSwitch":0},"themes":[],"htmlText":"Look at monthly chart and you'll roughly know&nbsp;","listText":"Look at monthly chart and you'll roughly know&nbsp;","text":"Look at monthly chart and you'll roughly know","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9054237205","repostId":"9054638312","repostType":1,"repost":{"id":9054638312,"gmtCreate":1655379789837,"gmtModify":1676535626224,"author":{"id":"3577409082356068","authorId":"3577409082356068","name":"babiboo","avatar":"https://static.tigerbbs.com/8be2f9f25874d7f974661428b042a2e7","crmLevel":5,"crmLevelSwitch":0},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/QQQ\">$Nasdaq 100 Trust(QQQ)$</a>y keep droppingg","listText":"<a href=\"https://ttm.financial/S/QQQ\">$Nasdaq 100 Trust(QQQ)$</a>y keep droppingg","text":"$Nasdaq 100 Trust(QQQ)$y keep droppingg","images":[{"img":"https://community-static.tradeup.com/news/4228cdc4494ff2c9cc270e09262273c4","width":"1080","height":"1920"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9054638312","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":99,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":831944706,"gmtCreate":1629283669905,"gmtModify":1676529990485,"author":{"id":"3558049596848718","authorId":"3558049596848718","name":"Maverickswav","avatar":"https://static.tigerbbs.com/119bb7c0b4017a61b09a104a864b61b7","crmLevel":2,"crmLevelSwitch":0},"themes":[],"htmlText":"Wait for correction","listText":"Wait for correction","text":"Wait for correction","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/831944706","repostId":"1157369196","repostType":2,"isVote":1,"tweetType":1,"viewCount":104,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":803065759,"gmtCreate":1627397014471,"gmtModify":1703489198520,"author":{"id":"3558049596848718","authorId":"3558049596848718","name":"Maverickswav","avatar":"https://static.tigerbbs.com/119bb7c0b4017a61b09a104a864b61b7","crmLevel":2,"crmLevelSwitch":0},"themes":[],"htmlText":"<a target=\"_blank\" href=\"https://laohu8.com/S/SE\">$Sea Ltd(SE)$</a> Glad to take profit, wait to enter again","listText":"<a target=\"_blank\" href=\"https://laohu8.com/S/SE\">$Sea Ltd(SE)$</a> Glad to take profit, wait to enter again","text":"$Sea Ltd(SE)$ Glad to take profit, wait to enter again","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/803065759","isVote":1,"tweetType":1,"viewCount":1357,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3565306689188768","authorId":"3565306689188768","name":"OnFire","avatar":"https://static.tigerbbs.com/5c62f8edc051598f8ff08f56aaab9a47","crmLevel":4,"crmLevelSwitch":0},"content":"yea, lets wait for a good price again.","text":"yea, lets wait for a good price again.","html":"yea, lets wait for a good price again."}],"imageCount":0,"langContent":"EN","totalScore":0},{"id":175723480,"gmtCreate":1627049774640,"gmtModify":1703483353969,"author":{"id":"3558049596848718","authorId":"3558049596848718","name":"Maverickswav","avatar":"https://static.tigerbbs.com/119bb7c0b4017a61b09a104a864b61b7","crmLevel":2,"crmLevelSwitch":0},"themes":[],"htmlText":"<a target=\"_blank\" href=\"https://laohu8.com/S/BNTX\">$BioNTech SE(BNTX)$</a> gains from yesterday gone","listText":"<a target=\"_blank\" href=\"https://laohu8.com/S/BNTX\">$BioNTech SE(BNTX)$</a> gains from yesterday gone","text":"$BioNTech SE(BNTX)$ gains from yesterday gone","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/175723480","isVote":1,"tweetType":1,"viewCount":469,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":156712171,"gmtCreate":1625236642893,"gmtModify":1703739173356,"author":{"id":"3558049596848718","authorId":"3558049596848718","name":"Maverickswav","avatar":"https://static.tigerbbs.com/119bb7c0b4017a61b09a104a864b61b7","crmLevel":2,"crmLevelSwitch":0},"themes":[],"htmlText":"<a target=\"_blank\" href=\"https://laohu8.com/S/SE\">$Sea Ltd(SE)$</a> Laggard","listText":"<a target=\"_blank\" href=\"https://laohu8.com/S/SE\">$Sea Ltd(SE)$</a> Laggard","text":"$Sea Ltd(SE)$ Laggard","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/156712171","isVote":1,"tweetType":1,"viewCount":221,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":156734269,"gmtCreate":1625236439051,"gmtModify":1703739162924,"author":{"id":"3558049596848718","authorId":"3558049596848718","name":"Maverickswav","avatar":"https://static.tigerbbs.com/119bb7c0b4017a61b09a104a864b61b7","crmLevel":2,"crmLevelSwitch":0},"themes":[],"htmlText":"<a target=\"_blank\" href=\"https://laohu8.com/S/PYPL\">$PayPal(PYPL)$</a> <a target=\"_blank\" href=\"https://laohu8.com/S/PYPL\">$PayPal(PYPL)$</a> laggard performance","listText":"<a target=\"_blank\" href=\"https://laohu8.com/S/PYPL\">$PayPal(PYPL)$</a> <a target=\"_blank\" href=\"https://laohu8.com/S/PYPL\">$PayPal(PYPL)$</a> laggard performance","text":"$PayPal(PYPL)$ $PayPal(PYPL)$ laggard performance","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/156734269","isVote":1,"tweetType":1,"viewCount":422,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":122330284,"gmtCreate":1624596565048,"gmtModify":1703841352751,"author":{"id":"3558049596848718","authorId":"3558049596848718","name":"Maverickswav","avatar":"https://static.tigerbbs.com/119bb7c0b4017a61b09a104a864b61b7","crmLevel":2,"crmLevelSwitch":0},"themes":[],"htmlText":"Do the opposite of JC","listText":"Do the opposite of JC","text":"Do the opposite of JC","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/122330284","repostId":"1137689091","repostType":4,"isVote":1,"tweetType":1,"viewCount":150,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":129648893,"gmtCreate":1624372177312,"gmtModify":1703834788379,"author":{"id":"3558049596848718","authorId":"3558049596848718","name":"Maverickswav","avatar":"https://static.tigerbbs.com/119bb7c0b4017a61b09a104a864b61b7","crmLevel":2,"crmLevelSwitch":0},"themes":[],"htmlText":"<a target=\"_blank\" href=\"https://laohu8.com/S/SE\">$Sea Ltd(SE)$</a>laggard","listText":"<a target=\"_blank\" href=\"https://laohu8.com/S/SE\">$Sea Ltd(SE)$</a>laggard","text":"$Sea Ltd(SE)$laggard","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/129648893","isVote":1,"tweetType":1,"viewCount":312,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":184678940,"gmtCreate":1623714526280,"gmtModify":1704209186101,"author":{"id":"3558049596848718","authorId":"3558049596848718","name":"Maverickswav","avatar":"https://static.tigerbbs.com/119bb7c0b4017a61b09a104a864b61b7","crmLevel":2,"crmLevelSwitch":0},"themes":[],"htmlText":"<a target=\"_blank\" href=\"https://laohu8.com/S/SE\">$Sea Ltd(SE)$</a> weak. Still fail to break ATH. should come back down","listText":"<a target=\"_blank\" href=\"https://laohu8.com/S/SE\">$Sea Ltd(SE)$</a> weak. Still fail to break ATH. should come back down","text":"$Sea Ltd(SE)$ weak. Still fail to break ATH. should come back down","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/184678940","isVote":1,"tweetType":1,"viewCount":154,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":130383294,"gmtCreate":1621512945518,"gmtModify":1704358832439,"author":{"id":"3558049596848718","authorId":"3558049596848718","name":"Maverickswav","avatar":"https://static.tigerbbs.com/119bb7c0b4017a61b09a104a864b61b7","crmLevel":2,"crmLevelSwitch":0},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/SPCE\">$Virgin Galactic(SPCE)$</a>Hope those shortlist die hard","listText":"<a href=\"https://laohu8.com/S/SPCE\">$Virgin Galactic(SPCE)$</a>Hope those shortlist die hard","text":"$Virgin Galactic(SPCE)$Hope those shortlist die hard","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/130383294","isVote":1,"tweetType":1,"viewCount":162,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"hots":[{"id":9921594722,"gmtCreate":1671082356168,"gmtModify":1676538487206,"author":{"id":"3558049596848718","authorId":"3558049596848718","name":"Maverickswav","avatar":"https://static.tigerbbs.com/119bb7c0b4017a61b09a104a864b61b7","crmLevel":2,"crmLevelSwitch":0},"themes":[],"htmlText":"Please crash","listText":"Please crash","text":"Please crash","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9921594722","repostId":"1149688013","repostType":2,"repost":{"id":"1149688013","pubTimestamp":1671081617,"share":"https://www.laohu8.com/m/news/1149688013?lang=&edition=full","pubTime":"2022-12-15 13:20","market":"sg","language":"en","title":"Singapore Home Sales Plunge to Eight-Year Low on Supply Crunch","url":"https://stock-news.laohu8.com/highlight/detail?id=1149688013","media":"Bloomberg","summary":"Singapore homes sales plunged to the lowest in eight years as a tight supply of new apartments held ","content":"<html><head></head><body><p>Singapore homes sales plunged to the lowest in eight years as a tight supply of new apartments held back buyers.</p><p>Sales of new privately owned apartments dropped to 259 units in November from 313 in October, Urban Redevelopment Authority figures showed Thursday. That was the fewest since December 2014.</p><p><img src=\"https://static.tigerbbs.com/db19a3cd321ec9aa768224b0821c7bc5\" tg-width=\"930\" tg-height=\"523\" width=\"100%\" height=\"auto\"/></p><p>Despite the drop in transactions and moves to tighten housing loan limits, analysts expect underlying demand to remain strong and home values to rise next year. That contrasts with other key markets including Manhattan and London, where buying activity has eased on rising mortgage rates and home prices are correcting from their pandemic highs.</p><p>Builders have launched fewer projects this year, driven by a low supply of land for private housing development in 2020 and 2021. Singapore regularly releases state lands for sale to the private sector for residential and commercial development, in line with market demand.</p><p>Some 4,024 private apartments were put on the market in the first nine months, URA data show. That’s about half the number offered in the same period over the past three years.</p><p>“Most launched units have been sold, and the unsold balance of stock is currently very low,” said Christine Sun, head of research at OrangeTee &amp; Tie.</p><p>To meet appetite from buyers, the government last week increased the supply of state land that can be sold in the first half of next year. The sites can yield up to 7,715 units.</p><p>About 33,600 private units and so-called executive condominiums, which are government-subsidized private apartments for Singaporeans, will be completed in the next two years. That’s higher than the 11,500 units built since 2021. The completions will help meet owner-occupier and rental demand in the near term, according to local authorities.</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>Singapore Home Sales Plunge to Eight-Year Low on Supply Crunch</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nSingapore Home Sales Plunge to Eight-Year Low on Supply Crunch\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-12-15 13:20 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.bloomberg.com/news/articles/2022-12-15/singapore-home-sales-plunge-to-eight-year-low-on-supply-crunch?srnd=premium-asia><strong>Bloomberg</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Singapore homes sales plunged to the lowest in eight years as a tight supply of new apartments held back buyers.Sales of new privately owned apartments dropped to 259 units in November from 313 in ...</p>\n\n<a href=\"https://www.bloomberg.com/news/articles/2022-12-15/singapore-home-sales-plunge-to-eight-year-low-on-supply-crunch?srnd=premium-asia\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"STI.SI":"富时新加坡海峡指数"},"source_url":"https://www.bloomberg.com/news/articles/2022-12-15/singapore-home-sales-plunge-to-eight-year-low-on-supply-crunch?srnd=premium-asia","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1149688013","content_text":"Singapore homes sales plunged to the lowest in eight years as a tight supply of new apartments held back buyers.Sales of new privately owned apartments dropped to 259 units in November from 313 in October, Urban Redevelopment Authority figures showed Thursday. That was the fewest since December 2014.Despite the drop in transactions and moves to tighten housing loan limits, analysts expect underlying demand to remain strong and home values to rise next year. That contrasts with other key markets including Manhattan and London, where buying activity has eased on rising mortgage rates and home prices are correcting from their pandemic highs.Builders have launched fewer projects this year, driven by a low supply of land for private housing development in 2020 and 2021. Singapore regularly releases state lands for sale to the private sector for residential and commercial development, in line with market demand.Some 4,024 private apartments were put on the market in the first nine months, URA data show. That’s about half the number offered in the same period over the past three years.“Most launched units have been sold, and the unsold balance of stock is currently very low,” said Christine Sun, head of research at OrangeTee & Tie.To meet appetite from buyers, the government last week increased the supply of state land that can be sold in the first half of next year. The sites can yield up to 7,715 units.About 33,600 private units and so-called executive condominiums, which are government-subsidized private apartments for Singaporeans, will be completed in the next two years. That’s higher than the 11,500 units built since 2021. The completions will help meet owner-occupier and rental demand in the near term, according to local authorities.","news_type":1},"isVote":1,"tweetType":1,"viewCount":139,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9928924491,"gmtCreate":1671174063614,"gmtModify":1676538503781,"author":{"id":"3558049596848718","authorId":"3558049596848718","name":"Maverickswav","avatar":"https://static.tigerbbs.com/119bb7c0b4017a61b09a104a864b61b7","crmLevel":2,"crmLevelSwitch":0},"themes":[],"htmlText":"Beginning to open legs like android","listText":"Beginning to open legs like android","text":"Beginning to open legs like android","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9928924491","repostId":"2291068709","repostType":2,"repost":{"id":"2291068709","pubTimestamp":1671173598,"share":"https://www.laohu8.com/m/news/2291068709?lang=&edition=full","pubTime":"2022-12-16 14:53","market":"us","language":"en","title":"Apple: Mr. Cook Begins To Tear Down The Walled Garden","url":"https://stock-news.laohu8.com/highlight/detail?id=2291068709","media":"Seeking Alpha","summary":"SummaryApple decides not to fight the EU Digital Markets Act.Why Apple chose not to fight the EU.Inv","content":"<html><head></head><body><h2>Summary</h2><ul><li>Apple decides not to fight the EU Digital Markets Act.</li><li>Why Apple chose not to fight the EU.</li><li>Investor takeaways: a more open iOS will increase market share.</li></ul><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/840652817a2b65bcaa76da645fa1ac64\" tg-width=\"750\" tg-height=\"547\" referrerpolicy=\"no-referrer\"/><span>Justin Sullivan</span></p><p>In July I wrote an article titled “Apple: Mr. Cook, Tear Down This Walled Garden!” regarding the impact of the EU Digital Markets Act on Apple’s (NASDAQ:AAPL) iOS App Store. From the article comments, I got the impression that many thought I was kidding, but I was deadly serious. If Apple didn’t deconstruct the App Store, the EU would do it for them, in a very invasive and unpleasant way. That sound you hear is just the beginning of the collapse of the Walled Garden.</p><h2>Apple decides not to fight the EU Digital Markets Act</h2><p>On Monday, December 13, Mark Gurman of Bloomberg broke the news that Apple intended to comply (mostly) with the Digital Markets Act (or DMA):</p><blockquote>Apple Inc. is preparing to allow alternative app stores on its iPhones and iPads, part of a sweeping overhaul aimed at complying with strict European Union requirements coming in 2024.</blockquote><blockquote>Software engineering and services employees are engaged in a major push to open up key elements of Apple’s platforms, according to people familiar with the efforts. As part of the changes, customers could ultimately download third-party software to their iPhones and iPads without using the company’s App Store, sidestepping Apple’s restrictions and the up-to-30% commission it imposes on payments.</blockquote><blockquote>The moves — a reversal of long-held policies — are a response to EU laws aimed at leveling the playing field for third-party developers and improving the digital lives of consumers. For years, regulators and software makers have complained that Apple and Google, which run the two biggest mobile app stores, wield too much power as gatekeepers.</blockquote><p>In fact, I argued in my July article that the DMA was not about “leveling the playing field” but rather tilting it against American technology companies like Apple:</p><blockquote>One of the radical departures of the DMA from traditional competition regulation is that it’s not enough for a company to have competition. The authors of the regulation more or less acknowledge that companies such as Apple have competition. Under the DMA, a company’s market position must also be “contestable”. What does this mean? It’s never really formally defined, but apparently it means that a smaller company should be able to compete effectively against a much larger company, despite lacking the resources, technology, or market clout to do so.</blockquote><blockquote>How does one arrange this? By putting the large technology companies under very close, proactive supervision by EU competition regulators. By setting forth a set of “obligations” that the companies must comply with in advance. And by exacting very onerous penalties for “bad behavior”.</blockquote><blockquote>The DMA confers enormous power on the European Commission Department of Competition, headed by Margrethe Vestager. The Competition Department authored the legislation.</blockquote><p>My view of the impacts of the DMA is that it’s intended to provide advantages to European companies competing with the US tech giants. The smaller European companies will be completely free of the regulation and supervision imposed on the larger US companies.</p><p>The justification for this is that the large US companies are “digital gatekeepers” that control large online platforms offering a wide array of goods and services. The DMA considers these platforms to be markets unto themselves, and therefore in need of regulation.</p><p>In this view, the gatekeeper is regarded as the “monopolist” of its own online store. So Apple would be regarded as the monopolist of the App Store and therefore in need of supervision, as well as policy changes such that Apple’s App Store is no longer “monopolistic”.</p><p>The online stores are just virtual versions of the bricks and mortar department store. Imagine regulators barging into a department store, telling the owner what products and services the store owner could offer, and forcing the owner to allow competitors to set up competing mini-stores in the midst of the department store. In effect, that’s what the DMA allows regulators to do with online stores or platforms such as iOS.</p><p>I regard this as an unprecedented encroachment on free market capitalism which <i>should</i> receive push-back from the US government. However, there has been none. The current head of the FTC, Lina Khan, fully embraces the concept of “digital gatekeepers” and has advocated policies and legislation similar to the DMA.</p><p>When the DMA was passed back in July, it provoked little concern among Apple analysts, who seemed not to comprehend its full impact. Gurman’s article gets to the heart of the changes it would require in Apple’s business model:</p><blockquote>The act requires technology companies to allow the installation of third-party apps and let users more easily change default settings. The rules demand that messaging services work together and that outside developers get equal access to core features within apps and services.</blockquote><p>Gurman’s sources describe Apple’s compliance efforts:</p><blockquote>Apple is applying a significant amount of resources to the companywide endeavor. It hasn’t been a popular initiative within Apple, considering that the company has spent years decrying the need for “sideloading” — the process of installing software without using the official App Store. In lobbying against the new European laws, Apple has argued that sideloading could put unsafe apps on consumers’ devices and undermine privacy.</blockquote><p>According to Gurman, Apple’s approach is rather piecemeal, with Apple still deciding whether to comply with some provisions of the DMA. For instance, Apple hasn’t made a decision about whether to allow developers to install third-party payment systems within their apps. Apple also hasn’t decided whether to open up iMessage to work with other messaging services.</p><p>Most significantly, Apple’s changes are planned only for the EU. As I discussed in my article, I’m skeptical whether this will be practical. Delicate software surgery will be required to create and maintain separate EU and US versions of iOS.</p><p>How will Apple prevent Euro-spec versions from leaking to the US? And will the iPhones of US travelers in Europe be expected to comply with the DMA? Apple may be building a single version of iOS with a set of internal switches governing things like sideloading that will change state depending on the geolocation of the device. However Apple goes about complying with the DMA, not inconsiderable expense will be involved.</p><h2>Why Apple chose not to fight the EU</h2><p>In the past, Apple has often fought protracted legal battles in the name of what it believed was “right”. But as any good attorney will tell you, the law is not about what’s right or wrong, but about what is legal or not legal.</p><p>In defending what it believes is right, Apple has sometimes come up short. Apple believed it was right to enter into pricing agreements with book publishers for eBooks on the iPad in order to counter what it regarded as Amazon’s (AMZN) eBook monopoly. Unfortunately, the legal judgement was that Apple and the publishers had violated the Sherman Antitrust Act.</p><p>In August of 2016, the EU ordered Ireland to collect $14.5 billion in taxes from Apple because the EU Competition Department regarded Ireland’s corporate tax laws to be illegal state aid. Apple is still fighting this case after winning its appeal before the EU General Court in July 2020.</p><p>The EU Competition Department is now appealing that decision to the Court of Justice of the European Union, which has the final say in the matter. According to an article in the Financial Times, the Competition Department is expected to lose its appeal.</p><p>In January of 2017, Apple sued QUALCOMM (QCOM) claiming unfair and monopolistic licensing practices for Qualcomm’s chips. The Federal Trade Commission sided with Apple and filed its own antitrust suit against Qualcomm. The FTC ultimately lost on appeal, and Apple eventually settled with Qualcomm, more or less on Qualcomm’s terms.</p><p>Despite Apple’s mixed track record in regulatory matters, I fully expected Apple to fight tooth and claw to defend the walled garden. The walled garden was a very Apple institution, closely associated with a certain insularity in Apple’s corporate culture. Although I don’t know whether anyone at Apple read my July article, the arguments I made in favor of complying with the DMA are likely the arguments that prevailed among Apple’s decision makers.</p><p>First and foremost, there is effectively nothing that Apple can do to legally challenge the DMA. Although the European Union behaves like a European government, it is formally a treaty organization governed by the Treaty on the Functioning of the European Union (TFEU).</p><p>Unlike the U.S. government, there are no constitutional or legal constraints on how the EU can regulate business as long as fundamental human rights and the rights of member nations are not violated. Virtually any form of regulation is permissible as long as all member states agree, and all the members have agreed to the DMA.</p><p>The DMA allows the Competition Department to impose “obligations” on gatekeeper companies without any finding that competition has actually been harmed. An example of an obligation would be allowing sideloading of apps in iOS.</p><p>To enforce its obligations, the EU may conduct interviews, investigations, and onsite inspections. This will all be part of an ongoing “dialog” between the Competition Department and the gatekeeper about how to make the gatekeeper’s business practices “fair and contestable”.</p><p>If the Commission is dissatisfied with the dialog and believes that the gatekeeper is deliberately defying the Commission and failing to meet its obligations, the Commission may impose fines equal to <i>10% of global annual revenue</i> to start. More fines can be imposed for continued non-compliance, up to 20%. In Apple’s recently completed fiscal 2022, Apple’s total revenue was $394 billion.</p><p>Clearly, the Commission chose the magnitude of the fines in order to make outright defiance of the DMA untenable. $39 billion is more than the App Store is worth. In my July article, I estimated App Store revenue at about 6.7% of Apple’s total revenue. This is based on Apple’s percentage of the App Store gross receipts. This number is in rough agreement with Gurman’s estimate of 6%.</p><p>I also estimated that the European contribution to the App Store was about 1.6% of total revenue, while Gurman estimated it at 2%. So our numbers roughly agree, which is about the best we can hope for, since Apple doesn’t provide a breakdown of the contributions to its Services reporting segment.</p><p>The relatively small European contribution to App Store revenue was probably another factor weighing in favor of compliance. If Apple could find a way to comply with the DMA in Europe while maintaining the walled garden elsewhere, then at most, the revenue damage would be some large portion of the 2% European contribution.</p><p>And this brings us to the final factor in favor of compliance, which I did not account for. At some point, Apple must have decided that it was technically feasible to create a version of iOS tailored to the requirements of the DMA while the rest of the world would get a different version.</p><p>Or something like that. It’s not clear how they’re going about it, but presumably, the cost of this is less than the revenue hit if Apple made the EU version universal for the world. The walled garden will not be entirely torn down, merely reduced in size, for now.</p><h2>Investor takeaways: a more open iOS will increase market share</h2><p>One argument on behalf of compliance with the DMA that I doubt was given much credence within Apple is that an open iOS will increase market share. I suggested it back in July, but I believe it more strongly now.</p><p>Openness, variety, and low initial cost are the main advantages of Google’s (GOOG) Android. While Apple can’t compete on variety and cost, an open iOS platform would take away at least one important Android advantage. Apple will probably find ways to mitigate the malware risk in doing so, which will also be an advantage.</p><p>As users discover that Apple offers the best of both worlds, openness with security, more Android users will be motivated to switch. As Apple gains market share in Europe, it will have to rethink its policy of containment of the DMA version.</p><p>Undoubtedly, Apple naysayers will depict the end of the walled garden as a fundamental threat to iOS and Apple’s dominance of smartphone profitability. Far from being a threat, I expect the end of the walled garden to open up new avenues of market expansion for iPhone. I remain long Apple and rate it a buy.</p><p><i>This article is written by Mark Hibben for reference only. Please note the risks.</i></p></body></html>","source":"seekingalpha_fund","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>Apple: Mr. Cook Begins To Tear Down The Walled Garden</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\">\nApple: Mr. Cook Begins To Tear Down The Walled Garden\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-12-16 14:53 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4564630-apple-stock-cook-begin-tear-down-walled-garden-buy><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryApple decides not to fight the EU Digital Markets Act.Why Apple chose not to fight the EU.Investor takeaways: a more open iOS will increase market share.Justin SullivanIn July I wrote an ...</p>\n\n<a href=\"https://seekingalpha.com/article/4564630-apple-stock-cook-begin-tear-down-walled-garden-buy\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AAPL":"苹果","LU0198837287.USD":"UBS (LUX) EQUITY SICAV - USA GROWTH \"P\" (USD) ACC","IE00B1BXHZ80.USD":"Legg Mason ClearBridge - US Appreciation A Acc USD","BK4574":"无人驾驶","LU0511384066.AUD":"SUSTAINABLE GLOBAL THEMATIC PORTFOLIO \"A\" (AUDHDG) ACC","LU0289961442.SGD":"SUSTAINABLE GLOBAL THEMATIC PORTFOLIO \"AX\" (SGD) ACC","IE00BFSS8Q28.SGD":"Janus Henderson Balanced A Inc SGD-H","BK4505":"高瓴资本持仓","BK4581":"高盛持仓","LU0149725797.USD":"汇丰美国股市经济规模基金","BK4512":"苹果概念","IE0009356076.USD":"JANUS HENDERSON GLOBAL TECHNOLOGY AND INNOVATION \"A2\" (USD) ACC","LU0256863811.USD":"ALLIANZ US EQUITY \"A\" INC","BK4579":"人工智能","IE00BJTD4N35.SGD":"Neuberger Berman US Long Short Equity A1  Acc SGD-H","LU0348723411.USD":"ALLIANZ GLOBAL HI-TECH GROWTH \"A\" (USD) INC","IE00BLSP4239.USD":"Legg Mason ClearBridge - Tactical Dividend Income A Mdis USD Plus","BK4170":"电脑硬件、储存设备及电脑周边","IE00B775SV38.USD":"NEUBERGER BERMAN US MULTICAP OPPORTUNITIES \"A\" (USD) ACC","LU0234570918.USD":"高盛全球核心股票组合Acc Close","LU0170899867.USD":"EASTSPRING INVESTMENTS WORLD VALUE EQUITY  \"A\" (USD) ACC","LU0109391861.USD":"富兰克林美国机遇基金A Acc","IE00B3S45H60.SGD":"Neuberger Berman US Multicap Opportunities A Acc SGD-H","IE00B19Z9505.USD":"美盛-美国大盘成长股A Acc","LU0456855351.SGD":"JPMorgan Funds - Global Equity A (acc) SGD","IE0004445239.USD":"JANUS HENDERSON US FORTY \"A2\" (USD) ACC","LU0072462426.USD":"贝莱德全球配置 A2","BK4532":"文艺复兴科技持仓","BK4554":"元宇宙及AR概念","IE00BJTD4V19.USD":"NEUBERGER BERMAN US LONG SHORT EQUITY \"A1\" (USD) ACC","LU0053666078.USD":"摩根大通基金-美国股票A（离岸）美元","BK4553":"喜马拉雅资本持仓","LU0082616367.USD":"摩根大通美国科技A（dist）","LU0056508442.USD":"贝莱德世界科技基金A2","BK4585":"ETF&股票定投概念","LU0640476718.USD":"THREADNEEDLE (LUX) US CONTRARIAN CORE EQ \"AU\" (USD) ACC","IE00B1XK9C88.USD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A\" (USD) ACC","LU0353189680.USD":"富国美国全盘成长基金Cl A Acc","IE00BJJMRY28.SGD":"Janus Henderson Balanced A Inc SGD","IE00BBT3K403.USD":"LEGG MASON CLEARBRIDGE TACTICAL DIVIDEND INCOME \"A(USD) ACC","BK4576":"AR","IE00BSNM7G36.USD":"NEUBERGER BERMAN SYSTEMATIC GLOBAL SUSTAINABLE VALUE \"A\" (USD) ACC","LU0234572021.USD":"高盛美国核心股票组合Acc","BK4575":"芯片概念","LU0109392836.USD":"富兰克林科技股A","IE00BZ1G4Q59.USD":"LEGG MASON CLEARBRIDGE US EQUITY SUSTAINABILITY LEADER \"A\"(USD) INC (A)","IE0004445015.USD":"JANUS HENDERSON BALANCED \"A2\" (USD) ACC","BK4501":"段永平概念","BK4559":"巴菲特持仓","IE00BWXC8680.SGD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A5\" (SGD) ACC","LU0097036916.USD":"贝莱德美国增长A2 USD"},"source_url":"https://seekingalpha.com/article/4564630-apple-stock-cook-begin-tear-down-walled-garden-buy","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2291068709","content_text":"SummaryApple decides not to fight the EU Digital Markets Act.Why Apple chose not to fight the EU.Investor takeaways: a more open iOS will increase market share.Justin SullivanIn July I wrote an article titled “Apple: Mr. Cook, Tear Down This Walled Garden!” regarding the impact of the EU Digital Markets Act on Apple’s (NASDAQ:AAPL) iOS App Store. From the article comments, I got the impression that many thought I was kidding, but I was deadly serious. If Apple didn’t deconstruct the App Store, the EU would do it for them, in a very invasive and unpleasant way. That sound you hear is just the beginning of the collapse of the Walled Garden.Apple decides not to fight the EU Digital Markets ActOn Monday, December 13, Mark Gurman of Bloomberg broke the news that Apple intended to comply (mostly) with the Digital Markets Act (or DMA):Apple Inc. is preparing to allow alternative app stores on its iPhones and iPads, part of a sweeping overhaul aimed at complying with strict European Union requirements coming in 2024.Software engineering and services employees are engaged in a major push to open up key elements of Apple’s platforms, according to people familiar with the efforts. As part of the changes, customers could ultimately download third-party software to their iPhones and iPads without using the company’s App Store, sidestepping Apple’s restrictions and the up-to-30% commission it imposes on payments.The moves — a reversal of long-held policies — are a response to EU laws aimed at leveling the playing field for third-party developers and improving the digital lives of consumers. For years, regulators and software makers have complained that Apple and Google, which run the two biggest mobile app stores, wield too much power as gatekeepers.In fact, I argued in my July article that the DMA was not about “leveling the playing field” but rather tilting it against American technology companies like Apple:One of the radical departures of the DMA from traditional competition regulation is that it’s not enough for a company to have competition. The authors of the regulation more or less acknowledge that companies such as Apple have competition. Under the DMA, a company’s market position must also be “contestable”. What does this mean? It’s never really formally defined, but apparently it means that a smaller company should be able to compete effectively against a much larger company, despite lacking the resources, technology, or market clout to do so.How does one arrange this? By putting the large technology companies under very close, proactive supervision by EU competition regulators. By setting forth a set of “obligations” that the companies must comply with in advance. And by exacting very onerous penalties for “bad behavior”.The DMA confers enormous power on the European Commission Department of Competition, headed by Margrethe Vestager. The Competition Department authored the legislation.My view of the impacts of the DMA is that it’s intended to provide advantages to European companies competing with the US tech giants. The smaller European companies will be completely free of the regulation and supervision imposed on the larger US companies.The justification for this is that the large US companies are “digital gatekeepers” that control large online platforms offering a wide array of goods and services. The DMA considers these platforms to be markets unto themselves, and therefore in need of regulation.In this view, the gatekeeper is regarded as the “monopolist” of its own online store. So Apple would be regarded as the monopolist of the App Store and therefore in need of supervision, as well as policy changes such that Apple’s App Store is no longer “monopolistic”.The online stores are just virtual versions of the bricks and mortar department store. Imagine regulators barging into a department store, telling the owner what products and services the store owner could offer, and forcing the owner to allow competitors to set up competing mini-stores in the midst of the department store. In effect, that’s what the DMA allows regulators to do with online stores or platforms such as iOS.I regard this as an unprecedented encroachment on free market capitalism which should receive push-back from the US government. However, there has been none. The current head of the FTC, Lina Khan, fully embraces the concept of “digital gatekeepers” and has advocated policies and legislation similar to the DMA.When the DMA was passed back in July, it provoked little concern among Apple analysts, who seemed not to comprehend its full impact. Gurman’s article gets to the heart of the changes it would require in Apple’s business model:The act requires technology companies to allow the installation of third-party apps and let users more easily change default settings. The rules demand that messaging services work together and that outside developers get equal access to core features within apps and services.Gurman’s sources describe Apple’s compliance efforts:Apple is applying a significant amount of resources to the companywide endeavor. It hasn’t been a popular initiative within Apple, considering that the company has spent years decrying the need for “sideloading” — the process of installing software without using the official App Store. In lobbying against the new European laws, Apple has argued that sideloading could put unsafe apps on consumers’ devices and undermine privacy.According to Gurman, Apple’s approach is rather piecemeal, with Apple still deciding whether to comply with some provisions of the DMA. For instance, Apple hasn’t made a decision about whether to allow developers to install third-party payment systems within their apps. Apple also hasn’t decided whether to open up iMessage to work with other messaging services.Most significantly, Apple’s changes are planned only for the EU. As I discussed in my article, I’m skeptical whether this will be practical. Delicate software surgery will be required to create and maintain separate EU and US versions of iOS.How will Apple prevent Euro-spec versions from leaking to the US? And will the iPhones of US travelers in Europe be expected to comply with the DMA? Apple may be building a single version of iOS with a set of internal switches governing things like sideloading that will change state depending on the geolocation of the device. However Apple goes about complying with the DMA, not inconsiderable expense will be involved.Why Apple chose not to fight the EUIn the past, Apple has often fought protracted legal battles in the name of what it believed was “right”. But as any good attorney will tell you, the law is not about what’s right or wrong, but about what is legal or not legal.In defending what it believes is right, Apple has sometimes come up short. Apple believed it was right to enter into pricing agreements with book publishers for eBooks on the iPad in order to counter what it regarded as Amazon’s (AMZN) eBook monopoly. Unfortunately, the legal judgement was that Apple and the publishers had violated the Sherman Antitrust Act.In August of 2016, the EU ordered Ireland to collect $14.5 billion in taxes from Apple because the EU Competition Department regarded Ireland’s corporate tax laws to be illegal state aid. Apple is still fighting this case after winning its appeal before the EU General Court in July 2020.The EU Competition Department is now appealing that decision to the Court of Justice of the European Union, which has the final say in the matter. According to an article in the Financial Times, the Competition Department is expected to lose its appeal.In January of 2017, Apple sued QUALCOMM (QCOM) claiming unfair and monopolistic licensing practices for Qualcomm’s chips. The Federal Trade Commission sided with Apple and filed its own antitrust suit against Qualcomm. The FTC ultimately lost on appeal, and Apple eventually settled with Qualcomm, more or less on Qualcomm’s terms.Despite Apple’s mixed track record in regulatory matters, I fully expected Apple to fight tooth and claw to defend the walled garden. The walled garden was a very Apple institution, closely associated with a certain insularity in Apple’s corporate culture. Although I don’t know whether anyone at Apple read my July article, the arguments I made in favor of complying with the DMA are likely the arguments that prevailed among Apple’s decision makers.First and foremost, there is effectively nothing that Apple can do to legally challenge the DMA. Although the European Union behaves like a European government, it is formally a treaty organization governed by the Treaty on the Functioning of the European Union (TFEU).Unlike the U.S. government, there are no constitutional or legal constraints on how the EU can regulate business as long as fundamental human rights and the rights of member nations are not violated. Virtually any form of regulation is permissible as long as all member states agree, and all the members have agreed to the DMA.The DMA allows the Competition Department to impose “obligations” on gatekeeper companies without any finding that competition has actually been harmed. An example of an obligation would be allowing sideloading of apps in iOS.To enforce its obligations, the EU may conduct interviews, investigations, and onsite inspections. This will all be part of an ongoing “dialog” between the Competition Department and the gatekeeper about how to make the gatekeeper’s business practices “fair and contestable”.If the Commission is dissatisfied with the dialog and believes that the gatekeeper is deliberately defying the Commission and failing to meet its obligations, the Commission may impose fines equal to 10% of global annual revenue to start. More fines can be imposed for continued non-compliance, up to 20%. In Apple’s recently completed fiscal 2022, Apple’s total revenue was $394 billion.Clearly, the Commission chose the magnitude of the fines in order to make outright defiance of the DMA untenable. $39 billion is more than the App Store is worth. In my July article, I estimated App Store revenue at about 6.7% of Apple’s total revenue. This is based on Apple’s percentage of the App Store gross receipts. This number is in rough agreement with Gurman’s estimate of 6%.I also estimated that the European contribution to the App Store was about 1.6% of total revenue, while Gurman estimated it at 2%. So our numbers roughly agree, which is about the best we can hope for, since Apple doesn’t provide a breakdown of the contributions to its Services reporting segment.The relatively small European contribution to App Store revenue was probably another factor weighing in favor of compliance. If Apple could find a way to comply with the DMA in Europe while maintaining the walled garden elsewhere, then at most, the revenue damage would be some large portion of the 2% European contribution.And this brings us to the final factor in favor of compliance, which I did not account for. At some point, Apple must have decided that it was technically feasible to create a version of iOS tailored to the requirements of the DMA while the rest of the world would get a different version.Or something like that. It’s not clear how they’re going about it, but presumably, the cost of this is less than the revenue hit if Apple made the EU version universal for the world. The walled garden will not be entirely torn down, merely reduced in size, for now.Investor takeaways: a more open iOS will increase market shareOne argument on behalf of compliance with the DMA that I doubt was given much credence within Apple is that an open iOS will increase market share. I suggested it back in July, but I believe it more strongly now.Openness, variety, and low initial cost are the main advantages of Google’s (GOOG) Android. While Apple can’t compete on variety and cost, an open iOS platform would take away at least one important Android advantage. Apple will probably find ways to mitigate the malware risk in doing so, which will also be an advantage.As users discover that Apple offers the best of both worlds, openness with security, more Android users will be motivated to switch. As Apple gains market share in Europe, it will have to rethink its policy of containment of the DMA version.Undoubtedly, Apple naysayers will depict the end of the walled garden as a fundamental threat to iOS and Apple’s dominance of smartphone profitability. Far from being a threat, I expect the end of the walled garden to open up new avenues of market expansion for iPhone. I remain long Apple and rate it a buy.This article is written by Mark Hibben for reference only. Please note the risks.","news_type":1},"isVote":1,"tweetType":1,"viewCount":86,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9984198180,"gmtCreate":1667555311341,"gmtModify":1676537937088,"author":{"id":"3558049596848718","authorId":"3558049596848718","name":"Maverickswav","avatar":"https://static.tigerbbs.com/119bb7c0b4017a61b09a104a864b61b7","crmLevel":2,"crmLevelSwitch":0},"themes":[],"htmlText":"Overreact","listText":"Overreact","text":"Overreact","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9984198180","repostId":"1131285910","repostType":2,"repost":{"id":"1131285910","pubTimestamp":1667518949,"share":"https://www.laohu8.com/m/news/1131285910?lang=&edition=full","pubTime":"2022-11-04 07:42","market":"us","language":"en","title":"Cloudflare Stock Drops More Than 13% After Results, Outlook Top Street View","url":"https://stock-news.laohu8.com/highlight/detail?id=1131285910","media":"market watch","summary":"Cloudflare Inc. shares fell in the extended session Thursday even after the cybersecurity company’s ","content":"<html><head></head><body><p><img src=\"https://static.tigerbbs.com/8e04d3cd328ef1b94a83f5e60b66c590\" tg-width=\"700\" tg-height=\"467\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/>Cloudflare Inc. shares fell in the extended session Thursday even after the cybersecurity company’s results and forecast topped the Wall Street consensus.</p><p>Cloudflare shares dropped as much as 13.44% after hours, following a 0.9% rise in the regular session to close at $50.37, or 62% lower than they started the year.</p><p><img src=\"https://static.tigerbbs.com/6faa4a74197eef943d5d2a85ec4eb452\" tg-width=\"820\" tg-height=\"845\" width=\"100%\" height=\"auto\"/></p><p>The company reported a third-quarter loss of $42.5 million, or 13 cents a share, compared with a loss of $107.3 million, or 34 cents a share, in the year-ago period. Adjusted earnings, which exclude stock-based compensation expenses and other items, were 6 cents a share, compared with break-even a share in the year-ago period.</p><p>Revenue rose to $253.9 million from $172.3 million in the year-ago quarter.</p><p>Analysts surveyed by FactSet had forecast break-even a share on revenue of $250.6 million.</p><p>Cloudflare forecast adjusted earnings of 4 cents to 5 cents a share on revenue of $273.5 million to $274.5 million for the fourth quarter, and 11 cents to 12 cents a share on revenue of $974 million to $975 million for the year.</p><p>Analysts had estimated earnings of 2 cents a share on revenue of $273.6 million for the fourth quarter, and 3 cents a share on revenue of $971 million for the year.</p></body></html>","source":"lsy1616996754749","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>Cloudflare Stock Drops More Than 13% After Results, Outlook Top Street View</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\">\nCloudflare Stock Drops More Than 13% After Results, Outlook Top Street View\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-11-04 07:42 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.marketwatch.com/story/cloudflare-stock-drops-more-than-10-after-results-outlook-top-street-view-11667509285?mod=home-page><strong>market watch</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Cloudflare Inc. shares fell in the extended session Thursday even after the cybersecurity company’s results and forecast topped the Wall Street consensus.Cloudflare shares dropped as much as 13.44% ...</p>\n\n<a href=\"https://www.marketwatch.com/story/cloudflare-stock-drops-more-than-10-after-results-outlook-top-street-view-11667509285?mod=home-page\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NET":"Cloudflare, Inc."},"source_url":"https://www.marketwatch.com/story/cloudflare-stock-drops-more-than-10-after-results-outlook-top-street-view-11667509285?mod=home-page","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1131285910","content_text":"Cloudflare Inc. shares fell in the extended session Thursday even after the cybersecurity company’s results and forecast topped the Wall Street consensus.Cloudflare shares dropped as much as 13.44% after hours, following a 0.9% rise in the regular session to close at $50.37, or 62% lower than they started the year.The company reported a third-quarter loss of $42.5 million, or 13 cents a share, compared with a loss of $107.3 million, or 34 cents a share, in the year-ago period. Adjusted earnings, which exclude stock-based compensation expenses and other items, were 6 cents a share, compared with break-even a share in the year-ago period.Revenue rose to $253.9 million from $172.3 million in the year-ago quarter.Analysts surveyed by FactSet had forecast break-even a share on revenue of $250.6 million.Cloudflare forecast adjusted earnings of 4 cents to 5 cents a share on revenue of $273.5 million to $274.5 million for the fourth quarter, and 11 cents to 12 cents a share on revenue of $974 million to $975 million for the year.Analysts had estimated earnings of 2 cents a share on revenue of $273.6 million for the fourth quarter, and 3 cents a share on revenue of $971 million for the year.","news_type":1},"isVote":1,"tweetType":1,"viewCount":139,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9918144847,"gmtCreate":1664343480589,"gmtModify":1676537437370,"author":{"id":"3558049596848718","authorId":"3558049596848718","name":"Maverickswav","avatar":"https://static.tigerbbs.com/119bb7c0b4017a61b09a104a864b61b7","crmLevel":2,"crmLevelSwitch":0},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/E28.SI\">$FRENCKEN GROUP LIMITED(E28.SI)$</a>Going backto pre covid levels&nbsp;","listText":"<a href=\"https://ttm.financial/S/E28.SI\">$FRENCKEN GROUP LIMITED(E28.SI)$</a>Going backto pre covid levels&nbsp;","text":"$FRENCKEN GROUP LIMITED(E28.SI)$Going backto pre covid levels","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9918144847","isVote":1,"tweetType":1,"viewCount":175,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":803065759,"gmtCreate":1627397014471,"gmtModify":1703489198520,"author":{"id":"3558049596848718","authorId":"3558049596848718","name":"Maverickswav","avatar":"https://static.tigerbbs.com/119bb7c0b4017a61b09a104a864b61b7","crmLevel":2,"crmLevelSwitch":0},"themes":[],"htmlText":"<a target=\"_blank\" href=\"https://laohu8.com/S/SE\">$Sea Ltd(SE)$</a> Glad to take profit, wait to enter again","listText":"<a target=\"_blank\" href=\"https://laohu8.com/S/SE\">$Sea Ltd(SE)$</a> Glad to take profit, wait to enter again","text":"$Sea Ltd(SE)$ Glad to take profit, wait to enter again","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/803065759","isVote":1,"tweetType":1,"viewCount":1357,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3565306689188768","authorId":"3565306689188768","name":"OnFire","avatar":"https://static.tigerbbs.com/5c62f8edc051598f8ff08f56aaab9a47","crmLevel":4,"crmLevelSwitch":0},"content":"yea, lets wait for a good price again.","text":"yea, lets wait for a good price again.","html":"yea, lets wait for a good price again."}],"imageCount":0,"langContent":"EN","totalScore":0},{"id":175723480,"gmtCreate":1627049774640,"gmtModify":1703483353969,"author":{"id":"3558049596848718","authorId":"3558049596848718","name":"Maverickswav","avatar":"https://static.tigerbbs.com/119bb7c0b4017a61b09a104a864b61b7","crmLevel":2,"crmLevelSwitch":0},"themes":[],"htmlText":"<a target=\"_blank\" href=\"https://laohu8.com/S/BNTX\">$BioNTech SE(BNTX)$</a> gains from yesterday gone","listText":"<a target=\"_blank\" href=\"https://laohu8.com/S/BNTX\">$BioNTech SE(BNTX)$</a> gains from yesterday gone","text":"$BioNTech SE(BNTX)$ gains from yesterday gone","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/175723480","isVote":1,"tweetType":1,"viewCount":469,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":122330284,"gmtCreate":1624596565048,"gmtModify":1703841352751,"author":{"id":"3558049596848718","authorId":"3558049596848718","name":"Maverickswav","avatar":"https://static.tigerbbs.com/119bb7c0b4017a61b09a104a864b61b7","crmLevel":2,"crmLevelSwitch":0},"themes":[],"htmlText":"Do the opposite of JC","listText":"Do the opposite of JC","text":"Do the opposite of JC","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/122330284","repostId":"1137689091","repostType":4,"isVote":1,"tweetType":1,"viewCount":150,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":248813309591776,"gmtCreate":1701777379022,"gmtModify":1701782717437,"author":{"id":"3558049596848718","authorId":"3558049596848718","name":"Maverickswav","avatar":"https://static.tigerbbs.com/119bb7c0b4017a61b09a104a864b61b7","crmLevel":2,"crmLevelSwitch":0},"themes":[],"htmlText":"Just let the competitors die&nbsp;","listText":"Just let the competitors die&nbsp;","text":"Just let the competitors die","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/248813309591776","repostId":"1148478328","repostType":2,"repost":{"id":"1148478328","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":1701787451,"share":"https://www.laohu8.com/m/news/1148478328?lang=&edition=full","pubTime":"2023-12-05 22:44","market":"sg","language":"en","title":"Sea Stock Drops 3% As ByteDance Strikes Deal With GoTo to Save Indonesian TikTok Shop","url":"https://stock-news.laohu8.com/highlight/detail?id=1148478328","media":"Tiger Newspress","summary":"ByteDance Ltd.’s TikTok has struck an agreement to invest in a unit of Indonesia’s GoTo Group and cooperate on an online shopping service, pioneering a template for e-commerce beyond Southeast Asia’s ","content":"<html><head></head><body><p>ByteDance Ltd.’s TikTok has struck an agreement to invest in a unit of Indonesia’s GoTo Group and cooperate on an online shopping service, pioneering a template for e-commerce beyond Southeast Asia’s biggest economy.</p><p>In addition, Morgan Stanley analysts downgraded shares of Sea Ltd. to Equal-Weight from Overweight in a note Monday, lowering the price target for the stock to $47 from $55 per share.</p><p style=\"text-align: left;\">The analysts stated that part of the reason they downgraded the stock is because they expect the e-commerce uncertainty to persist.</p><p>Sea shares dropped 3% in morning trading Tuesday.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/d3248551bfddd8d6804778d3c8d94ab6\" tg-width=\"842\" tg-height=\"620\"/></p><p style=\"text-align: start;\">The Chinese-owned video service has agreed broadly to work with GoTo’s Tokopedia across several areas rather than compete directly with the Indonesian platform, people familiar with the pact said. The pair aim to announce details of that tie-up as soon as next week, the people said, asking not to be identified disclosing a deal before it’s formalized.</p><p>While the two companies have reached an informal agreement, the final details of that alliance are getting hammered out and could change before announcement, the people said. The pact is also subject to regulatory approval and could still fall through, they added.</p><p style=\"text-align: start;\">An investment in Tokopedia will be a first of its kind for TikTok Shop, the rapidly growing arm of ByteDance’s video service that’s making inroads into online shopping from the US to Europe. Its progress in Indonesia against Sea Ltd. and Tokopedia, however, came to a halt when Jakarta — responding to complaints from local merchants — forced TikTok to split payments from shopping in the country.</p><p>Now, a tieup with a savvy local operator could provide a model for TikTok as it pursues expansion in other markets such as Malaysia, where the government has signaled a willingness to review the influence of overseas players like TikTok. Bloomberg News reported last month that TikTok and GoTo were discussing a potential investment but another option was a joint venture. That could entail building a new e-commerce platform. Representatives for TikTok and GoTo declined to comment.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/63b32b5b44264bfc73b7c8d3eea566e4\" title=\"\" tg-width=\"907\" tg-height=\"631\"/></p><p>ByteDance’s ultimate goal is revive its online-shopping service in Southeast Asia’s largest retail arena. TikTok, the only platform immediately affected by Jakarta’s new rules, has halted online shopping to comply with the curbs.</p><p style=\"text-align: start;\">Indonesia is the first and largest market for TikTok Shop. It started the service in Indonesia in 2021 and its instant success with younger, video-first shoppers encouraged it to expand into other markets including the US.</p><p style=\"text-align: start;\">For GoTo, Indonesia’s largest internet company, a deal with TikTok could be risky as it would help a major online-retail rival to operate in the country. But it would also give GoTo a strong global social-media partner in an arrangement that could boost shopping, logistics and payments volumes for both companies.</p><p>Chief Executive Officer Patrick Walujo, who took over in June, is trying to bring GoTo to profitability on an adjusted basis by the end of the year to show the ride-hailing and e-commerce company has long-term potential. The managing partner of shareholder Northstar Group is continuing his predecessors’ campaign to reduce losses by slashing jobs, cutting promotions and tightening expense controls.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/cb9dd7c13e2de5680e2b1fa1b932345f\" title=\"\" tg-width=\"939\" tg-height=\"589\"/></p><p>TikTok has been attempting to engage government officials and other social media companies to figure out a way to restart its e-commerce operations in the country. Indonesian minister Teten Masduki said TikTok has spoken with five companies including Tokopedia, PT Bukalapak.com and Blibli about possible partnerships.</p><p>Indonesia is among the first countries in Southeast Asia to push back against TikTok. Navigating the conflict will be pivotal for the company as governments across the world assess how Southeast Asia’s largest nation moves to curb the social media giant’s burgeoning e-commerce presence. TikTok said just months earlier it will invest billions of dollars into the region.</p><p style=\"text-align: start;\">Following the Indonesian restrictions, nearby Malaysia said it is studying the possibility of regulating TikTok and its e-commerce operations. The social media leader is already facing possible bans and scrutiny in the likes of the US, Europe and India on national security concerns.</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>Sea Stock Drops 3% As ByteDance Strikes Deal With GoTo to Save Indonesian TikTok Shop</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\">\nSea Stock Drops 3% As ByteDance Strikes Deal With GoTo to Save Indonesian TikTok Shop\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\">2023-12-05 22:44</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>ByteDance Ltd.’s TikTok has struck an agreement to invest in a unit of Indonesia’s GoTo Group and cooperate on an online shopping service, pioneering a template for e-commerce beyond Southeast Asia’s biggest economy.</p><p>In addition, Morgan Stanley analysts downgraded shares of Sea Ltd. to Equal-Weight from Overweight in a note Monday, lowering the price target for the stock to $47 from $55 per share.</p><p style=\"text-align: left;\">The analysts stated that part of the reason they downgraded the stock is because they expect the e-commerce uncertainty to persist.</p><p>Sea shares dropped 3% in morning trading Tuesday.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/d3248551bfddd8d6804778d3c8d94ab6\" tg-width=\"842\" tg-height=\"620\"/></p><p style=\"text-align: start;\">The Chinese-owned video service has agreed broadly to work with GoTo’s Tokopedia across several areas rather than compete directly with the Indonesian platform, people familiar with the pact said. The pair aim to announce details of that tie-up as soon as next week, the people said, asking not to be identified disclosing a deal before it’s formalized.</p><p>While the two companies have reached an informal agreement, the final details of that alliance are getting hammered out and could change before announcement, the people said. The pact is also subject to regulatory approval and could still fall through, they added.</p><p style=\"text-align: start;\">An investment in Tokopedia will be a first of its kind for TikTok Shop, the rapidly growing arm of ByteDance’s video service that’s making inroads into online shopping from the US to Europe. Its progress in Indonesia against Sea Ltd. and Tokopedia, however, came to a halt when Jakarta — responding to complaints from local merchants — forced TikTok to split payments from shopping in the country.</p><p>Now, a tieup with a savvy local operator could provide a model for TikTok as it pursues expansion in other markets such as Malaysia, where the government has signaled a willingness to review the influence of overseas players like TikTok. Bloomberg News reported last month that TikTok and GoTo were discussing a potential investment but another option was a joint venture. That could entail building a new e-commerce platform. Representatives for TikTok and GoTo declined to comment.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/63b32b5b44264bfc73b7c8d3eea566e4\" title=\"\" tg-width=\"907\" tg-height=\"631\"/></p><p>ByteDance’s ultimate goal is revive its online-shopping service in Southeast Asia’s largest retail arena. TikTok, the only platform immediately affected by Jakarta’s new rules, has halted online shopping to comply with the curbs.</p><p style=\"text-align: start;\">Indonesia is the first and largest market for TikTok Shop. It started the service in Indonesia in 2021 and its instant success with younger, video-first shoppers encouraged it to expand into other markets including the US.</p><p style=\"text-align: start;\">For GoTo, Indonesia’s largest internet company, a deal with TikTok could be risky as it would help a major online-retail rival to operate in the country. But it would also give GoTo a strong global social-media partner in an arrangement that could boost shopping, logistics and payments volumes for both companies.</p><p>Chief Executive Officer Patrick Walujo, who took over in June, is trying to bring GoTo to profitability on an adjusted basis by the end of the year to show the ride-hailing and e-commerce company has long-term potential. The managing partner of shareholder Northstar Group is continuing his predecessors’ campaign to reduce losses by slashing jobs, cutting promotions and tightening expense controls.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/cb9dd7c13e2de5680e2b1fa1b932345f\" title=\"\" tg-width=\"939\" tg-height=\"589\"/></p><p>TikTok has been attempting to engage government officials and other social media companies to figure out a way to restart its e-commerce operations in the country. Indonesian minister Teten Masduki said TikTok has spoken with five companies including Tokopedia, PT Bukalapak.com and Blibli about possible partnerships.</p><p>Indonesia is among the first countries in Southeast Asia to push back against TikTok. Navigating the conflict will be pivotal for the company as governments across the world assess how Southeast Asia’s largest nation moves to curb the social media giant’s burgeoning e-commerce presence. TikTok said just months earlier it will invest billions of dollars into the region.</p><p style=\"text-align: start;\">Following the Indonesian restrictions, nearby Malaysia said it is studying the possibility of regulating TikTok and its e-commerce operations. The social media leader is already facing possible bans and scrutiny in the likes of the US, Europe and India on national security concerns.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"SE":"Sea Ltd"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1148478328","content_text":"ByteDance Ltd.’s TikTok has struck an agreement to invest in a unit of Indonesia’s GoTo Group and cooperate on an online shopping service, pioneering a template for e-commerce beyond Southeast Asia’s biggest economy.In addition, Morgan Stanley analysts downgraded shares of Sea Ltd. to Equal-Weight from Overweight in a note Monday, lowering the price target for the stock to $47 from $55 per share.The analysts stated that part of the reason they downgraded the stock is because they expect the e-commerce uncertainty to persist.Sea shares dropped 3% in morning trading Tuesday.The Chinese-owned video service has agreed broadly to work with GoTo’s Tokopedia across several areas rather than compete directly with the Indonesian platform, people familiar with the pact said. The pair aim to announce details of that tie-up as soon as next week, the people said, asking not to be identified disclosing a deal before it’s formalized.While the two companies have reached an informal agreement, the final details of that alliance are getting hammered out and could change before announcement, the people said. The pact is also subject to regulatory approval and could still fall through, they added.An investment in Tokopedia will be a first of its kind for TikTok Shop, the rapidly growing arm of ByteDance’s video service that’s making inroads into online shopping from the US to Europe. Its progress in Indonesia against Sea Ltd. and Tokopedia, however, came to a halt when Jakarta — responding to complaints from local merchants — forced TikTok to split payments from shopping in the country.Now, a tieup with a savvy local operator could provide a model for TikTok as it pursues expansion in other markets such as Malaysia, where the government has signaled a willingness to review the influence of overseas players like TikTok. Bloomberg News reported last month that TikTok and GoTo were discussing a potential investment but another option was a joint venture. That could entail building a new e-commerce platform. Representatives for TikTok and GoTo declined to comment.ByteDance’s ultimate goal is revive its online-shopping service in Southeast Asia’s largest retail arena. TikTok, the only platform immediately affected by Jakarta’s new rules, has halted online shopping to comply with the curbs.Indonesia is the first and largest market for TikTok Shop. It started the service in Indonesia in 2021 and its instant success with younger, video-first shoppers encouraged it to expand into other markets including the US.For GoTo, Indonesia’s largest internet company, a deal with TikTok could be risky as it would help a major online-retail rival to operate in the country. But it would also give GoTo a strong global social-media partner in an arrangement that could boost shopping, logistics and payments volumes for both companies.Chief Executive Officer Patrick Walujo, who took over in June, is trying to bring GoTo to profitability on an adjusted basis by the end of the year to show the ride-hailing and e-commerce company has long-term potential. The managing partner of shareholder Northstar Group is continuing his predecessors’ campaign to reduce losses by slashing jobs, cutting promotions and tightening expense controls.TikTok has been attempting to engage government officials and other social media companies to figure out a way to restart its e-commerce operations in the country. Indonesian minister Teten Masduki said TikTok has spoken with five companies including Tokopedia, PT Bukalapak.com and Blibli about possible partnerships.Indonesia is among the first countries in Southeast Asia to push back against TikTok. Navigating the conflict will be pivotal for the company as governments across the world assess how Southeast Asia’s largest nation moves to curb the social media giant’s burgeoning e-commerce presence. TikTok said just months earlier it will invest billions of dollars into the region.Following the Indonesian restrictions, nearby Malaysia said it is studying the possibility of regulating TikTok and its e-commerce operations. The social media leader is already facing possible bans and scrutiny in the likes of the US, Europe and India on national security concerns.","news_type":1},"isVote":1,"tweetType":1,"viewCount":36,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9913566880,"gmtCreate":1664021637140,"gmtModify":1676537380265,"author":{"id":"3558049596848718","authorId":"3558049596848718","name":"Maverickswav","avatar":"https://static.tigerbbs.com/119bb7c0b4017a61b09a104a864b61b7","crmLevel":2,"crmLevelSwitch":0},"themes":[],"htmlText":"It's just serious fear and greed","listText":"It's just serious fear and greed","text":"It's just serious fear and greed","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9913566880","repostId":"2269657466","repostType":2,"repost":{"id":"2269657466","pubTimestamp":1663980236,"share":"https://www.laohu8.com/m/news/2269657466?lang=&edition=full","pubTime":"2022-09-24 08:43","market":"us","language":"en","title":"Why I'm Not Worried About the Stock Market","url":"https://stock-news.laohu8.com/highlight/detail?id=2269657466","media":"TheStreet","summary":"A lot of scary words have been floating around with \"recession\" and \"inflation\" at the top of the li","content":"<html><head></head><body><p>A lot of scary words have been floating around with &#34;recession&#34; and &#34;inflation&#34; at the top of the list. People are worried about the economy and the Federal Reserve has not been helping as it steadily raises interest rates. That, in theory, acts as a check on inflation, but mostly makes money more expensive which impacts mortgage rates, credit card interest, and really any money people borrow going forward.</p><p>That has driven the Dow Jones Industrial Average steadily downward. The index fell by nearly 500 points on Sept. 23 sending it to a low for 2022. In a broad sense. it&#39;s not just the Dow as the Nasdaq has steadily fallen as well.</p><p>We all know the story and understand the fears, but market fears about what might happen don&#39;t actually track with what&#39;s actually happening in the U.S. economy.</p><h2>The U.S. Economy Has Been Strong</h2><p>Obviously, inflation has hit many lower-income Americans hard. But the employment market remains strong with the unemployment rate sitting at 3.7%. That&#39;s not quite a historical low, but it&#39;s in that range. In addition, there&#39;s exactly one-half of an available job seeker for every available job opening, That actually is a historical low since the Bureau of Labor Statistics has been tracking that data.</p><p>Job openings, however, don&#39;t always mean good jobs, but wages have also been rising in the service industry and even fast food jobs. <a href=\"https://laohu8.com/S/WMT\">Walmart</a>, <a href=\"https://laohu8.com/S/TGT\">Target</a>, <a href=\"https://laohu8.com/S/YUM\">Yum! Brands</a>, <a href=\"https://laohu8.com/S/SBUX\">Starbucks</a>, and a number of other retailers have embraced a $15 minimum wage.</p><p>And, while the employment market remains strong, the flip side of that is rising housing costs coupled with higher mortgage rates. That&#39;s not great news for people buying a house (even if history suggests they still should) but it has a flip side. If you own a house, it has become a fast-rising asset that increases your net worth.</p><p>The economy is, of course, personal. If you can&#39;t find a job or afford to live where you want to, that&#39;s very real. Broadly, however, there are a lot of signs that the economy remains strong and that many of the issues we&#39;re having relate to what might be called a pandemic hangover.</p><h2>Market Drops Are the Best Times to Invest</h2><p>Many of my favorite companies have dropped by 30% or more. I don&#39;t stop believing in <a href=\"https://laohu8.com/S/COST\">Costco</a>, <a href=\"https://laohu8.com/S/DIS\">Walt Disney</a>, or <a href=\"https://laohu8.com/S/MSFT\">Microsoft</a>  (just to name a few) because their share prices have fallen. In fact, I look at all three of these companies and how they handled the pandemic and prepared for the future and feel better about them.</p><p>Stock price does not always equate to performance in the short term. Disney, for example, has the best intellectual property (IP) of any entertainment company and has endless pricing power. In fact, if you were offered &#34;every other companies&#39; IP&#34; or Disney&#39;s, you can make  a case to take Disney.</p><p>Costco just delivered one of its highest renewal rates ever (over 92%) and continues to add members, Microsoft has only gotten stronger as it pivots more fully to a software as a service model, yet all three of those companies have seen double digit stock drops this year.</p><p>In a bad market, I cling to the mantra &#34;time in the market beats timing the market.&#34; Now is the time to add to your holdings in really strong companies. Consider that good companies are now on sale, really big sales in some cases, and add strategically to your long-term holdings.</p><p>After you do that, remember that long-term means years. Check in on the companies you own to make sure they have stayed on course, but don&#39;t check your portfolio everyday. A market drop feels bad, but historically, it means nothing. Good companies will recover and investing in them, plus time (maybe a lot of time) is what makes investors rich.</p><p>BY DANIEL KLINE</p></body></html>","source":"thestreet_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>Why I'm Not Worried About the Stock Market</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nWhy I'm Not Worried About the Stock Market\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-09-24 08:43 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.thestreet.com/investing/why-im-not-worried-about-the-stock-market><strong>TheStreet</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>A lot of scary words have been floating around with \"recession\" and \"inflation\" at the top of the list. People are worried about the economy and the Federal Reserve has not been helping as it steadily...</p>\n\n<a href=\"https://www.thestreet.com/investing/why-im-not-worried-about-the-stock-market\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4524":"宅经济概念","SBUX":"星巴克","BK4535":"淡马锡持仓","BK4566":"资本集团","BK4527":"明星科技股","BK4538":"云计算","BK4577":"网络游戏","YUM":"百胜餐饮集团","COST":"好市多","BK4579":"人工智能","BK4550":"红杉资本持仓","BK4503":"景林资产持仓","BK4551":"寇图资本持仓","BK4136":"纸材料包装","BK4561":"索罗斯持仓","BK4097":"系统软件","BK4155":"大卖场与超市","BK4504":"桥水持仓","BK4581":"高盛持仓","BK4209":"餐馆","BK4548":"巴美列捷福持仓","DIS":"迪士尼","BK4528":"SaaS概念","BK4516":"特朗普概念","BK4532":"文艺复兴科技持仓","BK4554":"元宇宙及AR概念","BK4108":"电影和娱乐","BK4567":"ESG概念","BK4534":"瑞士信贷持仓","BK4507":"流媒体概念","WMT":"沃尔玛","BK4114":"综合货品商店","BK4576":"AR","BK4533":"AQR资本管理(全球第二大对冲基金)","MSFT":"微软","BK4525":"远程办公概念","TGT":"塔吉特"},"source_url":"https://www.thestreet.com/investing/why-im-not-worried-about-the-stock-market","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2269657466","content_text":"A lot of scary words have been floating around with \"recession\" and \"inflation\" at the top of the list. People are worried about the economy and the Federal Reserve has not been helping as it steadily raises interest rates. That, in theory, acts as a check on inflation, but mostly makes money more expensive which impacts mortgage rates, credit card interest, and really any money people borrow going forward.That has driven the Dow Jones Industrial Average steadily downward. The index fell by nearly 500 points on Sept. 23 sending it to a low for 2022. In a broad sense. it's not just the Dow as the Nasdaq has steadily fallen as well.We all know the story and understand the fears, but market fears about what might happen don't actually track with what's actually happening in the U.S. economy.The U.S. Economy Has Been StrongObviously, inflation has hit many lower-income Americans hard. But the employment market remains strong with the unemployment rate sitting at 3.7%. That's not quite a historical low, but it's in that range. In addition, there's exactly one-half of an available job seeker for every available job opening, That actually is a historical low since the Bureau of Labor Statistics has been tracking that data.Job openings, however, don't always mean good jobs, but wages have also been rising in the service industry and even fast food jobs. Walmart, Target, Yum! Brands, Starbucks, and a number of other retailers have embraced a $15 minimum wage.And, while the employment market remains strong, the flip side of that is rising housing costs coupled with higher mortgage rates. That's not great news for people buying a house (even if history suggests they still should) but it has a flip side. If you own a house, it has become a fast-rising asset that increases your net worth.The economy is, of course, personal. If you can't find a job or afford to live where you want to, that's very real. Broadly, however, there are a lot of signs that the economy remains strong and that many of the issues we're having relate to what might be called a pandemic hangover.Market Drops Are the Best Times to InvestMany of my favorite companies have dropped by 30% or more. I don't stop believing in Costco, Walt Disney, or Microsoft  (just to name a few) because their share prices have fallen. In fact, I look at all three of these companies and how they handled the pandemic and prepared for the future and feel better about them.Stock price does not always equate to performance in the short term. Disney, for example, has the best intellectual property (IP) of any entertainment company and has endless pricing power. In fact, if you were offered \"every other companies' IP\" or Disney's, you can make  a case to take Disney.Costco just delivered one of its highest renewal rates ever (over 92%) and continues to add members, Microsoft has only gotten stronger as it pivots more fully to a software as a service model, yet all three of those companies have seen double digit stock drops this year.In a bad market, I cling to the mantra \"time in the market beats timing the market.\" Now is the time to add to your holdings in really strong companies. Consider that good companies are now on sale, really big sales in some cases, and add strategically to your long-term holdings.After you do that, remember that long-term means years. Check in on the companies you own to make sure they have stayed on course, but don't check your portfolio everyday. A market drop feels bad, but historically, it means nothing. Good companies will recover and investing in them, plus time (maybe a lot of time) is what makes investors rich.BY DANIEL KLINE","news_type":1},"isVote":1,"tweetType":1,"viewCount":199,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":831944706,"gmtCreate":1629283669905,"gmtModify":1676529990485,"author":{"id":"3558049596848718","authorId":"3558049596848718","name":"Maverickswav","avatar":"https://static.tigerbbs.com/119bb7c0b4017a61b09a104a864b61b7","crmLevel":2,"crmLevelSwitch":0},"themes":[],"htmlText":"Wait for correction","listText":"Wait for correction","text":"Wait for correction","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/831944706","repostId":"1157369196","repostType":2,"isVote":1,"tweetType":1,"viewCount":104,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":246931880693896,"gmtCreate":1701307518717,"gmtModify":1701307523407,"author":{"id":"3558049596848718","authorId":"3558049596848718","name":"Maverickswav","avatar":"https://static.tigerbbs.com/119bb7c0b4017a61b09a104a864b61b7","crmLevel":2,"crmLevelSwitch":0},"themes":[],"htmlText":"Just let it sink","listText":"Just let it sink","text":"Just let it sink","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/246931880693896","repostId":"1160087683","repostType":2,"isVote":1,"tweetType":1,"viewCount":40,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":194967695,"gmtCreate":1621335485017,"gmtModify":1704355967540,"author":{"id":"3558049596848718","authorId":"3558049596848718","name":"Maverickswav","avatar":"https://static.tigerbbs.com/119bb7c0b4017a61b09a104a864b61b7","crmLevel":2,"crmLevelSwitch":0},"themes":[],"htmlText":"Ponzi company","listText":"Ponzi company","text":"Ponzi company","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/194967695","repostId":"1171834722","repostType":4,"repost":{"id":"1171834722","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":1621335352,"share":"https://www.laohu8.com/m/news/1171834722?lang=&edition=full","pubTime":"2021-05-18 18:55","market":"us","language":"en","title":"Sea's 1Q results miss estimates","url":"https://stock-news.laohu8.com/highlight/detail?id=1171834722","media":"Tiger Newspress","summary":"Sea Limited today announced its financial results for the first quarter ended March 31, 2021.Sea reported quarterly losses of $ per share which missed the analyst consensus estimate of $ by 16.98 percent. This is a 19.23 percent decrease over losses of $ per share from the same period last year. The company reported quarterly sales of $1.80 billion which missed the analyst consensus estimate of $1.81 billion by 0.55 percent. This is a 96.95 percent increase over sales of $913.92 million the same","content":"<p>Sea Limited today announced its financial results for the first quarter ended March 31, 2021.</p><p>Sea reported quarterly losses of $(0.62) per share which missed the analyst consensus estimate of $(0.53) by 16.98 percent. This is a 19.23 percent decrease over losses of $(0.52) per share from the same period last year. The company reported quarterly sales of $1.80 billion which missed the analyst consensus estimate of $1.81 billion by 0.55 percent. This is a 96.95 percent increase over sales of $913.92 million the same period last year.</p><p><img src=\"https://static.tigerbbs.com/69f1e67eb3b6aab318d0ca67d25b7330\" tg-width=\"827\" tg-height=\"731\"></p><p>Sea&nbsp;stock&nbsp;tumbled&nbsp;7%&nbsp;once&nbsp;in premarket trading.</p><p><img src=\"https://static.tigerbbs.com/c8ee9edcf9cbd6ee1ff632f3711e95ed\" tg-width=\"1302\" tg-height=\"663\" referrerpolicy=\"no-referrer\"></p><p><b>First Quarter 2021 Highlights </b></p><p><b>▪</b>&nbsp;<b>Group </b></p><p>o Total GAAP revenue was US$1.8 billion, up 146.7% year-on-year.</p><p>o Total gross profit was US$645.4 million, up 212.1% year-on-year.</p><p>o Total adjusted EBITDA1 was US$88.1 million compared to US$(69.9) million for the first quarter of 2020.</p><p><b>▪ Digital Entertainment </b></p><p>o Bookings2 were US$1.1 billion, up 117.4% year-on-year.</p><p>o Adjusted EBITDA1 was US$717.3 million, up 140.4% year-on-year.</p><p>o Adjusted EBITDA represented 64.4% of bookings for the first quarter of 2021, compared to 58.2% for the first quarter of 2020.</p><p>o GAAP revenue was US$781.3 million, up 111.4% year-on-year.</p><p>o Quarterly active users (“QAUs”) reached 648.8 million, an increase of 61.4% yearon-year.</p><p>o Quarterly paying users grew by 123.5% year-on-year to 79.8 million, and represented 12.3% of QAUs for the first quarter compared to 8.9% for the same period in 2020.</p><p>o Average bookings per user were US$1.7, compared to US$1.3 for the first quarter of 2020.</p><p>o Our self-developed global hit game, Free Fire, continued to be the highest grossing mobile game in Latin America, Southeast Asia and India for the first quarter of 2021, according to App Annie3 . Free Fire has maintained this leading position for the past seven consecutive quarters in Latin America and Southeast Asia, and two consecutive quarters in India.</p><p><b>▪ E-commerce </b></p><p>o GAAP revenue was US$922.3 million, up 250.4% year-on-year.</p><p>o GAAP revenue included US$715.9 million of GAAP marketplace revenue4, up 285.0% year-on-year, and US$206.4 million of GAAP product revenue 5, up 167.1% year-on-year.</p><p>o Gross orders totaled 1.1 billion, an increase of 153.0% year-on-year.</p><p>o Gross merchandise value (“GMV”) was US$12.6 billion, an increase of 103.2% year-on-year.</p><p>o Adjusted EBITDA1 was US$(412.9) million compared to US$(264.1) million for the first quarter of 2020. Adjusted EBITDA loss per order decreased by 37.7% year-on-year to US$0.38, compared to US$0.61 for the first quarter of 2020.</p><p>o Both in Southeast Asia and in Taiwan, Shopee ranked first in the Shopping&nbsp;category by average monthly active users and total time spent in app on Android for the first quarter of 2021, according to App Annie3.</p><p>o In Indonesia, where Shopee further accelerated its year-on-year growth in gross orders, it continued to rank first by average monthly active users and total time spent in app on Android in the Shopping category for the first quarter of 2021, according to App Annie.</p><p><b>Digital Financial Services Update </b></p><p>We continued to see strong growth in the adoption of SeaMoney’s offerings. Our mobile wallet total payment volume exceeded US$3.4 billion for the first quarter of 2021, more than tripled that of the first quarter of 2020. Moreover, quarterly paying users for our mobile wallet services surpassed 26.1 million in the first quarter.</p><p><b>Conversions of Convertible Notes </b></p><p>Between March 5, 2021 (the date we last disclosed the outstanding principal amount of our convertible notes) and May 10, 2021, we issued an aggregate of approximately 4.8 million shares to settle conversions of our outstanding convertible notes, namely our 2.25% convertible senior notes due 2023 (the “2023 notes”) and our 1.00% convertible senior notes due 2024 (the “2024 notes”). In aggregate, such conversions are estimated to result in more than US$8.3 million of saving to us in future interest payments.</p><p>As of May 10, 2021, we had 524,433,502 ordinary shares issued and outstanding and approximately US$33.5 million, US$825.1 million and US$1.15 billion principal amount of the 2023 notes, 2024 notes and 2.375% convertible senior notes due 2025 remaining outstanding, respectively.</p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Sea's 1Q results miss 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\">\nSea's 1Q results miss estimates\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time\">2021-05-18 18:55</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>Sea Limited today announced its financial results for the first quarter ended March 31, 2021.</p><p>Sea reported quarterly losses of $(0.62) per share which missed the analyst consensus estimate of $(0.53) by 16.98 percent. This is a 19.23 percent decrease over losses of $(0.52) per share from the same period last year. The company reported quarterly sales of $1.80 billion which missed the analyst consensus estimate of $1.81 billion by 0.55 percent. This is a 96.95 percent increase over sales of $913.92 million the same period last year.</p><p><img src=\"https://static.tigerbbs.com/69f1e67eb3b6aab318d0ca67d25b7330\" tg-width=\"827\" tg-height=\"731\"></p><p>Sea&nbsp;stock&nbsp;tumbled&nbsp;7%&nbsp;once&nbsp;in premarket trading.</p><p><img src=\"https://static.tigerbbs.com/c8ee9edcf9cbd6ee1ff632f3711e95ed\" tg-width=\"1302\" tg-height=\"663\" referrerpolicy=\"no-referrer\"></p><p><b>First Quarter 2021 Highlights </b></p><p><b>▪</b>&nbsp;<b>Group </b></p><p>o Total GAAP revenue was US$1.8 billion, up 146.7% year-on-year.</p><p>o Total gross profit was US$645.4 million, up 212.1% year-on-year.</p><p>o Total adjusted EBITDA1 was US$88.1 million compared to US$(69.9) million for the first quarter of 2020.</p><p><b>▪ Digital Entertainment </b></p><p>o Bookings2 were US$1.1 billion, up 117.4% year-on-year.</p><p>o Adjusted EBITDA1 was US$717.3 million, up 140.4% year-on-year.</p><p>o Adjusted EBITDA represented 64.4% of bookings for the first quarter of 2021, compared to 58.2% for the first quarter of 2020.</p><p>o GAAP revenue was US$781.3 million, up 111.4% year-on-year.</p><p>o Quarterly active users (“QAUs”) reached 648.8 million, an increase of 61.4% yearon-year.</p><p>o Quarterly paying users grew by 123.5% year-on-year to 79.8 million, and represented 12.3% of QAUs for the first quarter compared to 8.9% for the same period in 2020.</p><p>o Average bookings per user were US$1.7, compared to US$1.3 for the first quarter of 2020.</p><p>o Our self-developed global hit game, Free Fire, continued to be the highest grossing mobile game in Latin America, Southeast Asia and India for the first quarter of 2021, according to App Annie3 . Free Fire has maintained this leading position for the past seven consecutive quarters in Latin America and Southeast Asia, and two consecutive quarters in India.</p><p><b>▪ E-commerce </b></p><p>o GAAP revenue was US$922.3 million, up 250.4% year-on-year.</p><p>o GAAP revenue included US$715.9 million of GAAP marketplace revenue4, up 285.0% year-on-year, and US$206.4 million of GAAP product revenue 5, up 167.1% year-on-year.</p><p>o Gross orders totaled 1.1 billion, an increase of 153.0% year-on-year.</p><p>o Gross merchandise value (“GMV”) was US$12.6 billion, an increase of 103.2% year-on-year.</p><p>o Adjusted EBITDA1 was US$(412.9) million compared to US$(264.1) million for the first quarter of 2020. Adjusted EBITDA loss per order decreased by 37.7% year-on-year to US$0.38, compared to US$0.61 for the first quarter of 2020.</p><p>o Both in Southeast Asia and in Taiwan, Shopee ranked first in the Shopping&nbsp;category by average monthly active users and total time spent in app on Android for the first quarter of 2021, according to App Annie3.</p><p>o In Indonesia, where Shopee further accelerated its year-on-year growth in gross orders, it continued to rank first by average monthly active users and total time spent in app on Android in the Shopping category for the first quarter of 2021, according to App Annie.</p><p><b>Digital Financial Services Update </b></p><p>We continued to see strong growth in the adoption of SeaMoney’s offerings. Our mobile wallet total payment volume exceeded US$3.4 billion for the first quarter of 2021, more than tripled that of the first quarter of 2020. Moreover, quarterly paying users for our mobile wallet services surpassed 26.1 million in the first quarter.</p><p><b>Conversions of Convertible Notes </b></p><p>Between March 5, 2021 (the date we last disclosed the outstanding principal amount of our convertible notes) and May 10, 2021, we issued an aggregate of approximately 4.8 million shares to settle conversions of our outstanding convertible notes, namely our 2.25% convertible senior notes due 2023 (the “2023 notes”) and our 1.00% convertible senior notes due 2024 (the “2024 notes”). In aggregate, such conversions are estimated to result in more than US$8.3 million of saving to us in future interest payments.</p><p>As of May 10, 2021, we had 524,433,502 ordinary shares issued and outstanding and approximately US$33.5 million, US$825.1 million and US$1.15 billion principal amount of the 2023 notes, 2024 notes and 2.375% convertible senior notes due 2025 remaining outstanding, respectively.</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"SE":"Sea Ltd"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1171834722","content_text":"Sea Limited today announced its financial results for the first quarter ended March 31, 2021.Sea reported quarterly losses of $(0.62) per share which missed the analyst consensus estimate of $(0.53) by 16.98 percent. This is a 19.23 percent decrease over losses of $(0.52) per share from the same period last year. The company reported quarterly sales of $1.80 billion which missed the analyst consensus estimate of $1.81 billion by 0.55 percent. This is a 96.95 percent increase over sales of $913.92 million the same period last year.Sea stock tumbled 7% once in premarket trading.First Quarter 2021 Highlights ▪ Group o Total GAAP revenue was US$1.8 billion, up 146.7% year-on-year.o Total gross profit was US$645.4 million, up 212.1% year-on-year.o Total adjusted EBITDA1 was US$88.1 million compared to US$(69.9) million for the first quarter of 2020.▪ Digital Entertainment o Bookings2 were US$1.1 billion, up 117.4% year-on-year.o Adjusted EBITDA1 was US$717.3 million, up 140.4% year-on-year.o Adjusted EBITDA represented 64.4% of bookings for the first quarter of 2021, compared to 58.2% for the first quarter of 2020.o GAAP revenue was US$781.3 million, up 111.4% year-on-year.o Quarterly active users (“QAUs”) reached 648.8 million, an increase of 61.4% yearon-year.o Quarterly paying users grew by 123.5% year-on-year to 79.8 million, and represented 12.3% of QAUs for the first quarter compared to 8.9% for the same period in 2020.o Average bookings per user were US$1.7, compared to US$1.3 for the first quarter of 2020.o Our self-developed global hit game, Free Fire, continued to be the highest grossing mobile game in Latin America, Southeast Asia and India for the first quarter of 2021, according to App Annie3 . Free Fire has maintained this leading position for the past seven consecutive quarters in Latin America and Southeast Asia, and two consecutive quarters in India.▪ E-commerce o GAAP revenue was US$922.3 million, up 250.4% year-on-year.o GAAP revenue included US$715.9 million of GAAP marketplace revenue4, up 285.0% year-on-year, and US$206.4 million of GAAP product revenue 5, up 167.1% year-on-year.o Gross orders totaled 1.1 billion, an increase of 153.0% year-on-year.o Gross merchandise value (“GMV”) was US$12.6 billion, an increase of 103.2% year-on-year.o Adjusted EBITDA1 was US$(412.9) million compared to US$(264.1) million for the first quarter of 2020. Adjusted EBITDA loss per order decreased by 37.7% year-on-year to US$0.38, compared to US$0.61 for the first quarter of 2020.o Both in Southeast Asia and in Taiwan, Shopee ranked first in the Shopping category by average monthly active users and total time spent in app on Android for the first quarter of 2021, according to App Annie3.o In Indonesia, where Shopee further accelerated its year-on-year growth in gross orders, it continued to rank first by average monthly active users and total time spent in app on Android in the Shopping category for the first quarter of 2021, according to App Annie.Digital Financial Services Update We continued to see strong growth in the adoption of SeaMoney’s offerings. Our mobile wallet total payment volume exceeded US$3.4 billion for the first quarter of 2021, more than tripled that of the first quarter of 2020. Moreover, quarterly paying users for our mobile wallet services surpassed 26.1 million in the first quarter.Conversions of Convertible Notes Between March 5, 2021 (the date we last disclosed the outstanding principal amount of our convertible notes) and May 10, 2021, we issued an aggregate of approximately 4.8 million shares to settle conversions of our outstanding convertible notes, namely our 2.25% convertible senior notes due 2023 (the “2023 notes”) and our 1.00% convertible senior notes due 2024 (the “2024 notes”). In aggregate, such conversions are estimated to result in more than US$8.3 million of saving to us in future interest payments.As of May 10, 2021, we had 524,433,502 ordinary shares issued and outstanding and approximately US$33.5 million, US$825.1 million and US$1.15 billion principal amount of the 2023 notes, 2024 notes and 2.375% convertible senior notes due 2025 remaining outstanding, respectively.","news_type":1},"isVote":1,"tweetType":1,"viewCount":418,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":249348187766888,"gmtCreate":1701916474220,"gmtModify":1701916486892,"author":{"id":"3558049596848718","authorId":"3558049596848718","name":"Maverickswav","avatar":"https://static.tigerbbs.com/119bb7c0b4017a61b09a104a864b61b7","crmLevel":2,"crmLevelSwitch":0},"themes":[],"htmlText":"People still play shit REITs?","listText":"People still play shit REITs?","text":"People still play shit REITs?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/249348187766888","repostId":"2389464038","repostType":2,"repost":{"id":"2389464038","pubTimestamp":1701914807,"share":"https://www.laohu8.com/m/news/2389464038?lang=&edition=full","pubTime":"2023-12-07 10:06","market":"sg","language":"en","title":"4 Dependable Singapore Blue-Chip Stocks with Dividend Yields of 5.5% or Higher","url":"https://stock-news.laohu8.com/highlight/detail?id=2389464038","media":"The Smart Investor","summary":"If you are looking for high dividend yields coupled with stability, look no further than these four blue-chip names.","content":"<html><head></head><body><p>The twin worries of high inflation and surging interest rates have cast a pall on the economic outlook.</p><p>Investors are worried that businesses may start reporting lower revenue and profits as consumer sentiment takes a hit.</p><p>During such troubled times, blue-chip stocks provide a haven that investors can rely on.</p><p>Their long track record, coupled with a strong reputation and experience in dealing with good and bad times, allow them to sail through challenging times to emerge stronger.</p><p>What’s more, most blue-chip stocks also pay out a dividend, thus providing investors with a useful stream of passive income to tide through the storm.</p><p>Here are four reliable blue-chip names sporting dividend yields of 5.5% or higher.</p><h2 id=\"id_2118175000\">OCBC Ltd (SGX: O39)</h2><p>OCBC Ltd is Singapore’s second-largest bank by market capitalisation.</p><p>The lender reported a strong set of earnings for the first nine months of 2023 (9M 2023).</p><p>Total income for 9M 2023 climbed 24% year on year to S$10.2 billion while net profit jumped 32% year on year to S$5.4 billion.</p><p>The bank’s net interest margin for the period also rose to 2.28%, up sharply from the 1.78% registered a year ago.</p><p>OCBC paid out a trailing 12-month dividend of S$0.80, translating into a trailing dividend yield of 6.3%.</p><p>CEO Helen Wong believes that the bank is on track for a resilient full-year performance with a net interest margin of 2.25% and a return on equity above 14%.</p><p>Loan growth is expected in the mid-single-digit region and the lender will maintain its 50% dividend payout ratio when it announces its 2023 results in February 2024.</p><h2 id=\"id_3539544156\">Mapletree Logistics Trust (SGX: M44U)</h2><p>Mapletree Logistics Trust, or MLT, is an industrial REIT with a portfolio of 189 properties across eight countries with assets under management (AUM) of S$13.3 billion as of 30 September 2023.</p><p>The REIT reported a commendable set of earnings for its first half of fiscal 2024 (1H FY2024) ending 30 September 2023.</p><p>Gross revenue for 1H FY2024 dipped 0.7% year on year to S$368.9 million with net property income (NPI) slipping 1% year on year to S$320.1 million.</p><p>However, MLT’s distribution per unit (DPU) managed to eke out a small 0.5% year on year increase to S$0.04539.</p><p>The logistics REIT’s trailing 12-month DPU came in at S$0.09034, giving its units a trailing distribution yield of 5.6%.</p><p>MLT’s portfolio occupancy remained robust at 96.9% and the REIT also registered a positive rental reversion of 0.2% for the quarter.</p><p>The REIT had just completed or is completing a series of five divestments in Singapore, Malaysia, and Japan as part of its capital recycling efforts.</p><p>1H FY2024 also saw a series of acquisitions that added eight properties to its portfolio for S$904.4 million.</p><h2 id=\"id_1884105657\">CapitaLand Ascendas REIT (SGX: A17U)</h2><p>CapitaLand Ascendas REIT, or CLAR, is the oldest industrial REIT in Singapore with a portfolio of 230 properties and an AUM of S$17 billion as of 30 June 2023.</p><p>For the first half of 2023 (1H 2023), CLAR reported a 7.7% year on year improvement in gross revenue while NPI shot up 6.7% year on year to S$508.8 million.</p><p>DPU, however, dipped slightly by 2% year on year to S$0.07719.</p><p>CLAR’s trailing 12-month DPU stood at S$0.15644, giving its units a trailing 12-month distribution yield of 5.5%.</p><p>The industrial REIT announced a robust set of operating metrics for its third quarter of 2023 (3Q 2023).</p><p>Portfolio occupancy stayed high at 94.5% and the REIT also enjoyed a positive rental reversion of 10.2%.</p><p>With an aggregate leverage of 37.2%, CLAR can tap on debt for yield-accretive acquisitions.</p><p>The REIT also has several ongoing projects worth S$600 million involving redevelopments or convert-to-suit works to enhance the returns of the portfolio.</p><h2 id=\"id_2674102907\">Frasers Logistics &amp; Commercial Trust (SGX: BUOU)</h2><p>Frasers Logistics &amp; Commercial Trust, or FLCT, has 107 industrial and commercial properties within its portfolio.</p><p>These properties are located in Singapore, the UK, Germany, Australia and the Netherlands with an AUM of S$6.4 billion as of 30 September 2023.</p><p>For its fiscal 2023 (FY2023) ending 30 September, FLCT saw revenue fall by 6.5% year on year to S$420.8 million.</p><p>NPI declined by 9% year on year to S$311.4 million because of higher utility expenses and finance costs.</p><p>DPU dipped by 7.6% year on year to S$0.0704, giving FLCT’s units a trailing distribution yield of 6.4%.</p><p>Despite the lower DPU, FLCT registered a healthy positive rental reversion of 18.9% for its portfolio and boasted a high occupancy rate of 96%.</p><p>The REIT sports a low aggregate leverage of just 30.2% along with a cost of debt of 2.2%, giving it a debt headroom of S$2.7 billion before it hits the 50% limit.</p><p>Elsewhere, FLCT also announced the acquisition of a logistics development on a freehold airport site in the Netherlands.</p><p>This DPU-accretive purchase will be completed by 1 November 2024.</p></body></html>","source":"thesmartinvestor_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>4 Dependable Singapore Blue-Chip Stocks with Dividend Yields of 5.5% or Higher</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\">\n4 Dependable Singapore Blue-Chip Stocks with Dividend Yields of 5.5% or Higher\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-12-07 10:06 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://thesmartinvestor.com.sg/4-dependable-singapore-blue-chip-stocks-with-dividend-yields-of-5-5-or-higher/><strong>The Smart Investor</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>The twin worries of high inflation and surging interest rates have cast a pall on the economic outlook.Investors are worried that businesses may start reporting lower revenue and profits as consumer ...</p>\n\n<a href=\"https://thesmartinvestor.com.sg/4-dependable-singapore-blue-chip-stocks-with-dividend-yields-of-5-5-or-higher/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU0048573645.USD":"富达东盟基金","LU0251143029.SGD":"Fidelity ASEAN A-SGD","LU1048596156.SGD":"Blackrock Asian Growth Leaders A2 SGD-H","LU0955669360.SGD":"Schroder ISF Asian Dividend Maximiser A Dis SGD","SG9999001135.SGD":"United ASEAN Fund SGD","LU0210637038.USD":"HSBC GIF THAI EQUITY \"AD\" INC","SG9999002414.USD":"LIONGLOBAL SINGAPORE TRUST (USD) ACC","M44U.SI":"丰树物流信托","LU0821914370.USD":"贝莱德亚洲成长领袖A2","LU0532188223.SGD":"JPMorgan Funds - ASEAN Equity A (acc) SGD","SG9999013486.USD":"LIONGLOBAL SINGAPORE DIVIDEND EQUITY (USD) INC A","A17U.SI":"凯德腾飞房产信托","LU0181495838.USD":"施罗德新兴亚洲A Acc","LU1130305938.SGD":"Schroder ISF Asian Dividend Maximiser A Dis SGD-H","BK6512":"房地产股","SG9999016042.SGD":"Schroder Singapore Trust A Acc SGD","SG9999003826.SGD":"日兴资管新加坡股息基金 SGD","CFA.SI":"NikkoAM-STC Asia REIT","BK6112":"综合性银行","SG9999002406.SGD":"利安新加坡信托基金","SG9999001127.SGD":"United Singapore Growth Fund SGD","SGXZ58947870.SGD":"LIONGLOBAL SINGAPORE DIVIDEND EQUITY (SGDHDG) INC","LU1048588211.SGD":"Blackrock Asian Dragon A2 SGD-H","BK6133":"工业房地产信托","LU0572940350.SGD":"Janus Henderson Horizon Asian Dividend Income A3 SGD","LU0072462343.USD":"贝莱德亚洲巨龙基金","SG9999000327.SGD":"Schroder Asian Growth A Dis SGD","SG9999004360.SGD":"Nikko AM Shenton Thrift Fund SGD","BK6516":"银行与投资服务概念","SG9999013460.SGD":"LionGlobal Singapore Dividend Equity Fund SGD","BK6523":"ESG概念","SG9999000343.SGD":"Schroder Singapore Trust A Dis SGD","LU0572939691.SGD":"Janus Henderson Horizon Asian Dividend Income A2 SGD","O39.SI":"华侨银行","SG9999013478.USD":"利安新加坡股息基金","SG9999008742.SGD":"Eastspring Investments Unit Trusts - Singapore ASEAN Equity SGD","BUOU.SI":"星狮物流工业信托","LU0264606111.USD":"Janus Henderson Horizon Asian Dividend Income A2 USD","BK6082":"工业房地产投资信托","SG9999006266.SGD":"MANULIFE SINGAPORE EQUITY \"A\" (SGD) ACC","SG9999002604.SGD":"LionGlobal Singapore/Malaysia SGD","SG9999001689.USD":"施罗德亚洲成长股票","SG9999002679.SGD":"LionGlobal Singapore Balanced SGD","SG9999005177.SGD":"Legg Mason Martin Currie - Southeast Asia Trust A Acc SGD","SG9999014302.SGD":"RHB Singapore Income Fund SGD","SG9999000475.SGD":"Aberdeen Standard Singapore Equity SGD"},"source_url":"https://thesmartinvestor.com.sg/4-dependable-singapore-blue-chip-stocks-with-dividend-yields-of-5-5-or-higher/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2389464038","content_text":"The twin worries of high inflation and surging interest rates have cast a pall on the economic outlook.Investors are worried that businesses may start reporting lower revenue and profits as consumer sentiment takes a hit.During such troubled times, blue-chip stocks provide a haven that investors can rely on.Their long track record, coupled with a strong reputation and experience in dealing with good and bad times, allow them to sail through challenging times to emerge stronger.What’s more, most blue-chip stocks also pay out a dividend, thus providing investors with a useful stream of passive income to tide through the storm.Here are four reliable blue-chip names sporting dividend yields of 5.5% or higher.OCBC Ltd (SGX: O39)OCBC Ltd is Singapore’s second-largest bank by market capitalisation.The lender reported a strong set of earnings for the first nine months of 2023 (9M 2023).Total income for 9M 2023 climbed 24% year on year to S$10.2 billion while net profit jumped 32% year on year to S$5.4 billion.The bank’s net interest margin for the period also rose to 2.28%, up sharply from the 1.78% registered a year ago.OCBC paid out a trailing 12-month dividend of S$0.80, translating into a trailing dividend yield of 6.3%.CEO Helen Wong believes that the bank is on track for a resilient full-year performance with a net interest margin of 2.25% and a return on equity above 14%.Loan growth is expected in the mid-single-digit region and the lender will maintain its 50% dividend payout ratio when it announces its 2023 results in February 2024.Mapletree Logistics Trust (SGX: M44U)Mapletree Logistics Trust, or MLT, is an industrial REIT with a portfolio of 189 properties across eight countries with assets under management (AUM) of S$13.3 billion as of 30 September 2023.The REIT reported a commendable set of earnings for its first half of fiscal 2024 (1H FY2024) ending 30 September 2023.Gross revenue for 1H FY2024 dipped 0.7% year on year to S$368.9 million with net property income (NPI) slipping 1% year on year to S$320.1 million.However, MLT’s distribution per unit (DPU) managed to eke out a small 0.5% year on year increase to S$0.04539.The logistics REIT’s trailing 12-month DPU came in at S$0.09034, giving its units a trailing distribution yield of 5.6%.MLT’s portfolio occupancy remained robust at 96.9% and the REIT also registered a positive rental reversion of 0.2% for the quarter.The REIT had just completed or is completing a series of five divestments in Singapore, Malaysia, and Japan as part of its capital recycling efforts.1H FY2024 also saw a series of acquisitions that added eight properties to its portfolio for S$904.4 million.CapitaLand Ascendas REIT (SGX: A17U)CapitaLand Ascendas REIT, or CLAR, is the oldest industrial REIT in Singapore with a portfolio of 230 properties and an AUM of S$17 billion as of 30 June 2023.For the first half of 2023 (1H 2023), CLAR reported a 7.7% year on year improvement in gross revenue while NPI shot up 6.7% year on year to S$508.8 million.DPU, however, dipped slightly by 2% year on year to S$0.07719.CLAR’s trailing 12-month DPU stood at S$0.15644, giving its units a trailing 12-month distribution yield of 5.5%.The industrial REIT announced a robust set of operating metrics for its third quarter of 2023 (3Q 2023).Portfolio occupancy stayed high at 94.5% and the REIT also enjoyed a positive rental reversion of 10.2%.With an aggregate leverage of 37.2%, CLAR can tap on debt for yield-accretive acquisitions.The REIT also has several ongoing projects worth S$600 million involving redevelopments or convert-to-suit works to enhance the returns of the portfolio.Frasers Logistics & Commercial Trust (SGX: BUOU)Frasers Logistics & Commercial Trust, or FLCT, has 107 industrial and commercial properties within its portfolio.These properties are located in Singapore, the UK, Germany, Australia and the Netherlands with an AUM of S$6.4 billion as of 30 September 2023.For its fiscal 2023 (FY2023) ending 30 September, FLCT saw revenue fall by 6.5% year on year to S$420.8 million.NPI declined by 9% year on year to S$311.4 million because of higher utility expenses and finance costs.DPU dipped by 7.6% year on year to S$0.0704, giving FLCT’s units a trailing distribution yield of 6.4%.Despite the lower DPU, FLCT registered a healthy positive rental reversion of 18.9% for its portfolio and boasted a high occupancy rate of 96%.The REIT sports a low aggregate leverage of just 30.2% along with a cost of debt of 2.2%, giving it a debt headroom of S$2.7 billion before it hits the 50% limit.Elsewhere, FLCT also announced the acquisition of a logistics development on a freehold airport site in the Netherlands.This DPU-accretive purchase will be completed by 1 November 2024.","news_type":1},"isVote":1,"tweetType":1,"viewCount":187,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":156734269,"gmtCreate":1625236439051,"gmtModify":1703739162924,"author":{"id":"3558049596848718","authorId":"3558049596848718","name":"Maverickswav","avatar":"https://static.tigerbbs.com/119bb7c0b4017a61b09a104a864b61b7","crmLevel":2,"crmLevelSwitch":0},"themes":[],"htmlText":"<a target=\"_blank\" href=\"https://laohu8.com/S/PYPL\">$PayPal(PYPL)$</a> <a target=\"_blank\" href=\"https://laohu8.com/S/PYPL\">$PayPal(PYPL)$</a> laggard performance","listText":"<a target=\"_blank\" href=\"https://laohu8.com/S/PYPL\">$PayPal(PYPL)$</a> <a target=\"_blank\" href=\"https://laohu8.com/S/PYPL\">$PayPal(PYPL)$</a> laggard performance","text":"$PayPal(PYPL)$ $PayPal(PYPL)$ laggard performance","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/156734269","isVote":1,"tweetType":1,"viewCount":422,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":129648893,"gmtCreate":1624372177312,"gmtModify":1703834788379,"author":{"id":"3558049596848718","authorId":"3558049596848718","name":"Maverickswav","avatar":"https://static.tigerbbs.com/119bb7c0b4017a61b09a104a864b61b7","crmLevel":2,"crmLevelSwitch":0},"themes":[],"htmlText":"<a target=\"_blank\" href=\"https://laohu8.com/S/SE\">$Sea Ltd(SE)$</a>laggard","listText":"<a target=\"_blank\" href=\"https://laohu8.com/S/SE\">$Sea Ltd(SE)$</a>laggard","text":"$Sea Ltd(SE)$laggard","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/129648893","isVote":1,"tweetType":1,"viewCount":312,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":271981495247056,"gmtCreate":1707439495629,"gmtModify":1707440466398,"author":{"id":"3558049596848718","authorId":"3558049596848718","name":"Maverickswav","avatar":"https://static.tigerbbs.com/119bb7c0b4017a61b09a104a864b61b7","crmLevel":2,"crmLevelSwitch":0},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/BILL\">$BILL HOLDINGS INC(BILL)$&nbsp;</a>Looking at $NET, this is junk stock","listText":"<a href=\"https://laohu8.com/S/BILL\">$BILL HOLDINGS INC(BILL)$&nbsp;</a>Looking at $NET, this is junk stock","text":"$BILL HOLDINGS INC(BILL)$ Looking at $NET, this is junk stock","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/271981495247056","isVote":1,"tweetType":1,"viewCount":46,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9995011297,"gmtCreate":1661385591520,"gmtModify":1676536507729,"author":{"id":"3558049596848718","authorId":"3558049596848718","name":"Maverickswav","avatar":"https://static.tigerbbs.com/119bb7c0b4017a61b09a104a864b61b7","crmLevel":2,"crmLevelSwitch":0},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/NVDA\">$NVIDIA Corp(NVDA)$</a><v-v data-views=\"0\"></v-v>Dead stock","listText":"<a href=\"https://ttm.financial/S/NVDA\">$NVIDIA Corp(NVDA)$</a><v-v data-views=\"0\"></v-v>Dead stock","text":"$NVIDIA Corp(NVDA)$Dead stock","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9995011297","isVote":1,"tweetType":1,"viewCount":87,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9054237205,"gmtCreate":1655391656707,"gmtModify":1676535629194,"author":{"id":"3558049596848718","authorId":"3558049596848718","name":"Maverickswav","avatar":"https://static.tigerbbs.com/119bb7c0b4017a61b09a104a864b61b7","crmLevel":2,"crmLevelSwitch":0},"themes":[],"htmlText":"Look at monthly chart and you'll roughly know&nbsp;","listText":"Look at monthly chart and you'll roughly know&nbsp;","text":"Look at monthly chart and you'll roughly know","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9054237205","repostId":"9054638312","repostType":1,"repost":{"id":9054638312,"gmtCreate":1655379789837,"gmtModify":1676535626224,"author":{"id":"3577409082356068","authorId":"3577409082356068","name":"babiboo","avatar":"https://static.tigerbbs.com/8be2f9f25874d7f974661428b042a2e7","crmLevel":5,"crmLevelSwitch":0},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/QQQ\">$Nasdaq 100 Trust(QQQ)$</a>y keep droppingg","listText":"<a href=\"https://ttm.financial/S/QQQ\">$Nasdaq 100 Trust(QQQ)$</a>y keep droppingg","text":"$Nasdaq 100 Trust(QQQ)$y keep droppingg","images":[{"img":"https://community-static.tradeup.com/news/4228cdc4494ff2c9cc270e09262273c4","width":"1080","height":"1920"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9054638312","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":99,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":156712171,"gmtCreate":1625236642893,"gmtModify":1703739173356,"author":{"id":"3558049596848718","authorId":"3558049596848718","name":"Maverickswav","avatar":"https://static.tigerbbs.com/119bb7c0b4017a61b09a104a864b61b7","crmLevel":2,"crmLevelSwitch":0},"themes":[],"htmlText":"<a target=\"_blank\" href=\"https://laohu8.com/S/SE\">$Sea Ltd(SE)$</a> Laggard","listText":"<a target=\"_blank\" href=\"https://laohu8.com/S/SE\">$Sea Ltd(SE)$</a> Laggard","text":"$Sea Ltd(SE)$ Laggard","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/156712171","isVote":1,"tweetType":1,"viewCount":221,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":184678940,"gmtCreate":1623714526280,"gmtModify":1704209186101,"author":{"id":"3558049596848718","authorId":"3558049596848718","name":"Maverickswav","avatar":"https://static.tigerbbs.com/119bb7c0b4017a61b09a104a864b61b7","crmLevel":2,"crmLevelSwitch":0},"themes":[],"htmlText":"<a target=\"_blank\" href=\"https://laohu8.com/S/SE\">$Sea Ltd(SE)$</a> weak. Still fail to break ATH. should come back down","listText":"<a target=\"_blank\" href=\"https://laohu8.com/S/SE\">$Sea Ltd(SE)$</a> weak. Still fail to break ATH. should come back down","text":"$Sea Ltd(SE)$ weak. Still fail to break ATH. should come back down","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/184678940","isVote":1,"tweetType":1,"viewCount":154,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}