Jon777 personal page - To The Moon

Jon777

Jon777

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2021-03-28

$NIO Inc.(NIO)$no problem

2021-02-15

$NIO Inc.(NIO)$1 of the bullish trade I have

2021-03-22

Please help comment

Cathie Wood’s Ark Has a New Price Target for Tesla: $3,000

2021-04-02

Comment

Lion? Lamb? March's best stocks, strategies into April

11-14

$MARA 20241220 18.0 PUT$ Closed this after a correction in the crypto bull run. Looking for the next opportunity to ride to 100k for Bitcoin

2021-03-05

$Tesla Motors(TSLA)$Hold

2021-03-29

$NIO Inc.(NIO)$Hold or add more

2021-03-06

$NIO Inc.(NIO)$?✋

2021-02-18

Good company with Bitcoin

PayPal Is Now Worth More Than Mastercard. Why It May Extend Its Lead.

2021-02-10

$NIO Inc.(NIO)$Next stock that is going to Mars

2021-02-09

Bitcoin to 100K?!? ???

Tesla Boots the Bitcoin Bandwagon Closer to Corporate America

2021-02-04

$Nano Dimension(NNDM)$????

2021-04-10

Online better might be a better option

Is Las Vegas Sands Stock a Buy?

2021-03-27

$NIO Inc.(NIO)$Long term hold

2021-02-08

To the moon

Amazon Sends a Clear Message–the Future Is in The Cloud

2021-03-26

$fuboTV Inc.(FUBO)$Resend and have patience

2021-03-23

$Nano Dimension(NNDM)$On the way to recovery

2021-03-09

$Nano Dimension(NNDM)$Buy the dip

2021-03-03

$Redfin Corp(RDFN)$Lots of growth

Go to Tiger App to see more news

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18.0 PUT\">$MARA 20241220 18.0 PUT$</a> Closed this after a correction in the crypto bull run.&nbsp; Looking for the next opportunity to ride to 100k for Bitcoin&nbsp;","text":"$MARA 20241220 18.0 PUT$ Closed this after a correction in the crypto bull run. Looking for the next opportunity to ride to 100k for Bitcoin","images":[{"img":"https://community-static.tradeup.com/news/34ef7d8ec876c8caf6f7dc287bbbf5a0","width":"1086","height":"1713"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":2,"repostSize":1,"link":"https://ttm.financial/post/370861043425288","isVote":1,"tweetType":1,"viewCount":792,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3568955227146831","authorId":"3568955227146831","name":"Euji","avatar":"https://static.tigerbbs.com/0e5e73d5001b76d4a6212df830ddb170","crmLevel":2,"crmLevelSwitch":0,"idStr":"3568955227146831","authorIdStr":"3568955227146831"},"content":"Who would buy at the option to sell at $18?! [Surprised]","text":"Who would buy at the option to sell at $18?! [Surprised]","html":"Who would buy at the option to sell at $18?! [Surprised]"}],"imageCount":1,"langContent":"EN","totalScore":0},{"id":370228950175864,"gmtCreate":1731390787131,"gmtModify":1731390791996,"author":{"id":"3560139863772426","authorId":"3560139863772426","name":"Jon777","avatar":"https://static.tigerbbs.com/dfb83fe0ad88b21f2f1625bb19368212","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3560139863772426","authorIdStr":"3560139863772426"},"themes":[],"htmlText":"Let's go to the moon!","listText":"Let's go to the moon!","text":"Let's go to the moon!","images":[{"img":"https://community-static.tradeup.com/news/3ea6c7c93ea620de22b3bb53b37d650a"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/370228950175864","repostId":"1115669002","repostType":2,"repost":{"id":"1115669002","kind":"news","weMediaInfo":{"introduction":"Providing stock market headlines, business news, financials and earnings ","home_visible":1,"media_name":"Tiger Newspress","id":"1079075236","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1731395987,"share":"https://ttm.financial/m/news/1115669002?lang=&edition=fundamental","pubTime":"2024-11-12 15:19","market":"us","language":"en","title":"Crypto Shares Soar in Overnight Trading as Bitcoin Tops $90,000; MicroStrategy, Bit Digital Surge 9%","url":"https://stock-news.laohu8.com/highlight/detail?id=1115669002","media":"Tiger Newspress","summary":"Bitcoin’s record-breaking rally took the digital asset past $90,000 and lifted the overall value of the crypto market above its pandemic-era peak as traders bet on a boom under President-elect Donald ","content":"<html><head></head><body><p style=\"text-align: start;\">Bitcoin’s record-breaking rally took the digital asset past $90,000 and lifted the overall value of the crypto market above its pandemic-era peak as traders bet on a boom under President-elect Donald Trump.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/852ba019683cb4f4f198837a9ae4c38c\" title=\"\" tg-width=\"1170\" tg-height=\"1897\"/></p><p style=\"text-align: start;\">Crypto shares soared in overnight trading. <a href=\"https://laohu8.com/S/MSTR\">MicroStrategy</a>, <a href=\"https://laohu8.com/S/BTBT\">Bit Digital</a> surged over 9%; <a href=\"https://laohu8.com/S/COIN\">Coinbase</a> jumped 7%; <a href=\"https://laohu8.com/S/MARA\">Marathon Digital</a> rose 6%.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/7d20658ae2e14116ea58f1672ab4e394\" tg-width=\"481\" tg-height=\"502\"/></p><p style=\"text-align: start;\">Trump has vowed friendlier crypto rules and his Republican Party is tightening its grip on Congress, boosting his odds of pushing through his agenda. Trump’s other pledges include setting up a strategic Bitcoin stockpile and fostering domestic mining of the token to make the US the crypto capital of the planet.</p><p style=\"text-align: start;\">His stance is a sharp break from a Securities &amp; Exchange Commission crackdown on the divisive industry under President Joe Biden. The change of tone has energized speculative buying of large and small tokens alike, raising the value of digital assets overall to about $3.1 trillion, CoinGecko data show.</p><p>Meanwhile, software firm MicroStrategy Inc. — the largest publicly-traded corporate holder of Bitcoin outside the exchange-traded fund sector — bought about 27,200 Bitcoin for some $2 billion between Oct. 31 and Nov. 10.</p><p style=\"text-align: start;\">Traders for now are paying little heed to questions such as how quickly Trump will implement his agenda or whether a strategic stockpile is a realistic step. The febrile mood is illustrated by a recent doubling in the price of Dogecoin, a meme-crowd favorite promoted by Trump supporter Elon Musk.</p><h3 id=\"id_959295956\" style=\"text-align: start;\">Stretched Rally</h3><p style=\"text-align: start;\">Bitcoin is up roughly 110% in 2024, helped by robust demand for dedicated US ETFs and interest-rate cuts by the Federal Reserve. The token’s rise exceeds the returns from the likes of global stocks and gold. Turnover in BlackRock Inc.’s $39 billion iShares Bitcoin Trust reached an all-time high on Monday.</p><p style=\"text-align: start;\">Fairlead Strategies LLC technical analyst Katie Stockton in her latest research note said “it would be natural to see a period of digestion after such a steep run-up” in Bitcoin, recommending a “short-term neutral bias.”</p><p style=\"text-align: start;\">Digital-asset companies spent heavily during the US election campaign to boost candidates viewed as favorable to their interests. Against that backdrop, Trump did an about-face, becoming a supporter of an industry he once labeled a scam.</p><p style=\"text-align: start;\">His backing turned Bitcoin into one of a range of so-called Trump trades. Others include US stocks and the dollar, both of which have also been advancing given Trump’s focus on domestic economic growth, tax cuts and protectionist tariffs.<br/></p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Crypto Shares Soar in Overnight Trading as Bitcoin Tops $90,000; MicroStrategy, Bit Digital Surge 9%</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nCrypto Shares Soar in Overnight Trading as Bitcoin Tops $90,000; MicroStrategy, Bit Digital Surge 9%\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\">2024-11-12 15:19</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p style=\"text-align: start;\">Bitcoin’s record-breaking rally took the digital asset past $90,000 and lifted the overall value of the crypto market above its pandemic-era peak as traders bet on a boom under President-elect Donald Trump.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/852ba019683cb4f4f198837a9ae4c38c\" title=\"\" tg-width=\"1170\" tg-height=\"1897\"/></p><p style=\"text-align: start;\">Crypto shares soared in overnight trading. <a href=\"https://laohu8.com/S/MSTR\">MicroStrategy</a>, <a href=\"https://laohu8.com/S/BTBT\">Bit Digital</a> surged over 9%; <a href=\"https://laohu8.com/S/COIN\">Coinbase</a> jumped 7%; <a href=\"https://laohu8.com/S/MARA\">Marathon Digital</a> rose 6%.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/7d20658ae2e14116ea58f1672ab4e394\" tg-width=\"481\" tg-height=\"502\"/></p><p style=\"text-align: start;\">Trump has vowed friendlier crypto rules and his Republican Party is tightening its grip on Congress, boosting his odds of pushing through his agenda. Trump’s other pledges include setting up a strategic Bitcoin stockpile and fostering domestic mining of the token to make the US the crypto capital of the planet.</p><p style=\"text-align: start;\">His stance is a sharp break from a Securities &amp; Exchange Commission crackdown on the divisive industry under President Joe Biden. The change of tone has energized speculative buying of large and small tokens alike, raising the value of digital assets overall to about $3.1 trillion, CoinGecko data show.</p><p>Meanwhile, software firm MicroStrategy Inc. — the largest publicly-traded corporate holder of Bitcoin outside the exchange-traded fund sector — bought about 27,200 Bitcoin for some $2 billion between Oct. 31 and Nov. 10.</p><p style=\"text-align: start;\">Traders for now are paying little heed to questions such as how quickly Trump will implement his agenda or whether a strategic stockpile is a realistic step. The febrile mood is illustrated by a recent doubling in the price of Dogecoin, a meme-crowd favorite promoted by Trump supporter Elon Musk.</p><h3 id=\"id_959295956\" style=\"text-align: start;\">Stretched Rally</h3><p style=\"text-align: start;\">Bitcoin is up roughly 110% in 2024, helped by robust demand for dedicated US ETFs and interest-rate cuts by the Federal Reserve. The token’s rise exceeds the returns from the likes of global stocks and gold. Turnover in BlackRock Inc.’s $39 billion iShares Bitcoin Trust reached an all-time high on Monday.</p><p style=\"text-align: start;\">Fairlead Strategies LLC technical analyst Katie Stockton in her latest research note said “it would be natural to see a period of digestion after such a steep run-up” in Bitcoin, recommending a “short-term neutral bias.”</p><p style=\"text-align: start;\">Digital-asset companies spent heavily during the US election campaign to boost candidates viewed as favorable to their interests. Against that backdrop, Trump did an about-face, becoming a supporter of an industry he once labeled a scam.</p><p style=\"text-align: start;\">His backing turned Bitcoin into one of a range of so-called Trump trades. Others include US stocks and the dollar, both of which have also been advancing given Trump’s focus on domestic economic growth, tax cuts and protectionist tariffs.<br/></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"MARA":"MARA Holdings","COIN":"Coinbase Global, Inc.","BTBT":"Bit Digital, Inc."},"source_url":"https://www.bloomberg.com/news/articles/2024-11-11/bitcoin-btc-record-lifts-crypto-market-value-past-pandemic-era-peak?srnd=homepage-asia","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1115669002","content_text":"Bitcoin’s record-breaking rally took the digital asset past $90,000 and lifted the overall value of the crypto market above its pandemic-era peak as traders bet on a boom under President-elect Donald Trump.Crypto shares soared in overnight trading. MicroStrategy, Bit Digital surged over 9%; Coinbase jumped 7%; Marathon Digital rose 6%.Trump has vowed friendlier crypto rules and his Republican Party is tightening its grip on Congress, boosting his odds of pushing through his agenda. Trump’s other pledges include setting up a strategic Bitcoin stockpile and fostering domestic mining of the token to make the US the crypto capital of the planet.His stance is a sharp break from a Securities & Exchange Commission crackdown on the divisive industry under President Joe Biden. The change of tone has energized speculative buying of large and small tokens alike, raising the value of digital assets overall to about $3.1 trillion, CoinGecko data show.Meanwhile, software firm MicroStrategy Inc. — the largest publicly-traded corporate holder of Bitcoin outside the exchange-traded fund sector — bought about 27,200 Bitcoin for some $2 billion between Oct. 31 and Nov. 10.Traders for now are paying little heed to questions such as how quickly Trump will implement his agenda or whether a strategic stockpile is a realistic step. The febrile mood is illustrated by a recent doubling in the price of Dogecoin, a meme-crowd favorite promoted by Trump supporter Elon Musk.Stretched RallyBitcoin is up roughly 110% in 2024, helped by robust demand for dedicated US ETFs and interest-rate cuts by the Federal Reserve. The token’s rise exceeds the returns from the likes of global stocks and gold. Turnover in BlackRock Inc.’s $39 billion iShares Bitcoin Trust reached an all-time high on Monday.Fairlead Strategies LLC technical analyst Katie Stockton in her latest research note said “it would be natural to see a period of digestion after such a steep run-up” in Bitcoin, recommending a “short-term neutral bias.”Digital-asset companies spent heavily during the US election campaign to boost candidates viewed as favorable to their interests. Against that backdrop, Trump did an about-face, becoming a supporter of an industry he once labeled a scam.His backing turned Bitcoin into one of a range of so-called Trump trades. Others include US stocks and the dollar, both of which have also been advancing given Trump’s focus on domestic economic growth, tax cuts and protectionist tariffs.","news_type":1},"isVote":1,"tweetType":1,"viewCount":132,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":368877480235040,"gmtCreate":1731095645581,"gmtModify":1731095649765,"author":{"id":"3560139863772426","authorId":"3560139863772426","name":"Jon777","avatar":"https://static.tigerbbs.com/dfb83fe0ad88b21f2f1625bb19368212","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3560139863772426","authorIdStr":"3560139863772426"},"themes":[],"htmlText":"Love to save for early retirements and hope to reach my goal with investing!","listText":"Love to save for early retirements and hope to reach my goal with investing!","text":"Love to save for early retirements and hope to reach my goal with investing!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/368877480235040","isVote":1,"tweetType":1,"viewCount":126,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":366655978512440,"gmtCreate":1730523932166,"gmtModify":1730523936899,"author":{"id":"3560139863772426","authorId":"3560139863772426","name":"Jon777","avatar":"https://static.tigerbbs.com/dfb83fe0ad88b21f2f1625bb19368212","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3560139863772426","authorIdStr":"3560139863772426"},"themes":[],"htmlText":"Replying to <a href=\"https://ttm.financial/U/4110175785559852\">@BenjiFuji</a>:Buy more!//<a href=\"https://ttm.financial/U/4110175785559852\">@BenjiFuji</a>:Best buy of the year is my iPhone 15. Not only did I get it free due to my trade it, I got a better hardware to buy more stocks on <a href=\"https://ttm.financial/S/TIGR\">$Tiger Brokers(TIGR)$</a> and compound even more. [Cool][Grin] what is your best buy? <a href=\"https://ttm.financial/U/4088639346266630\"> @daz88888888 </a><a href=\"https://ttm.financial/U/4113904591642392\"> @LMSunshine </a><a href=\"https://ttm.financial/U/4123471905369072\"> @melson </a><a href=\"https://ttm.financial/U/4109646601429430\"> @Bonta </a><a href=\"https://ttm.financial/U/3573390365123336\"> @GoodLife99 </a><a href=\"https://ttm.financial/U/3581734227956830\"> @SirB</a>","listText":"Replying to <a href=\"https://ttm.financial/U/4110175785559852\">@BenjiFuji</a>:Buy more!//<a href=\"https://ttm.financial/U/4110175785559852\">@BenjiFuji</a>:Best buy of the year is my iPhone 15. Not only did I get it free due to my trade it, I got a better hardware to buy more stocks on <a href=\"https://ttm.financial/S/TIGR\">$Tiger Brokers(TIGR)$</a> and compound even more. [Cool][Grin] what is your best buy? <a href=\"https://ttm.financial/U/4088639346266630\"> @daz88888888 </a><a href=\"https://ttm.financial/U/4113904591642392\"> @LMSunshine </a><a href=\"https://ttm.financial/U/4123471905369072\"> @melson </a><a href=\"https://ttm.financial/U/4109646601429430\"> @Bonta </a><a href=\"https://ttm.financial/U/3573390365123336\"> @GoodLife99 </a><a href=\"https://ttm.financial/U/3581734227956830\"> @SirB</a>","text":"Replying to @BenjiFuji:Buy more!//@BenjiFuji:Best buy of the year is my iPhone 15. Not only did I get it free due to my trade it, I got a better hardware to buy more stocks on $Tiger Brokers(TIGR)$ and compound even more. [Cool][Grin] what is your best buy? @daz88888888 @LMSunshine @melson @Bonta @GoodLife99 @SirB","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/366655978512440","isVote":1,"tweetType":1,"viewCount":447,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":366655453876384,"gmtCreate":1730523891269,"gmtModify":1730523897015,"author":{"id":"3560139863772426","authorId":"3560139863772426","name":"Jon777","avatar":"https://static.tigerbbs.com/dfb83fe0ad88b21f2f1625bb19368212","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3560139863772426","authorIdStr":"3560139863772426"},"themes":[],"htmlText":"Replying to <a href=\"https://ttm.financial/U/3583571359572641\">@KienBoon</a>:Good dad!//<a href=\"https://ttm.financial/U/3583571359572641\">@KienBoon</a>:My best buy of the year is this Lego set. The key reason is the time that I could spend with my son to build the lego (6 packs) progressively. It is the precious moment that makes the difference. In addition, hope that the OCBC shares that I bought could also generate good dividend/growth for the next 15 to 20 yrs, I.e. could be savings for my son when he grows up. Cheers and enjoy the precious moment with your family, pls.","listText":"Replying to <a href=\"https://ttm.financial/U/3583571359572641\">@KienBoon</a>:Good dad!//<a href=\"https://ttm.financial/U/3583571359572641\">@KienBoon</a>:My best buy of the year is this Lego set. The key reason is the time that I could spend with my son to build the lego (6 packs) progressively. It is the precious moment that makes the difference. In addition, hope that the OCBC shares that I bought could also generate good dividend/growth for the next 15 to 20 yrs, I.e. could be savings for my son when he grows up. Cheers and enjoy the precious moment with your family, pls.","text":"Replying to @KienBoon:Good dad!//@KienBoon:My best buy of the year is this Lego set. The key reason is the time that I could spend with my son to build the lego (6 packs) progressively. It is the precious moment that makes the difference. In addition, hope that the OCBC shares that I bought could also generate good dividend/growth for the next 15 to 20 yrs, I.e. could be savings for my son when he grows up. Cheers and enjoy the precious moment with your family, pls.","images":[{"img":"https://community-static.tradeup.com/news/c68a011dd2541ea04637146e511792a8"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/366655453876384","isVote":1,"tweetType":1,"viewCount":401,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3583571359572641","authorId":"3583571359572641","name":"KienBoon","avatar":"https://community-static.tradeup.com/news/e7090d1e1d330d9f46f450df88abac91","crmLevel":7,"crmLevelSwitch":0,"idStr":"3583571359572641","authorIdStr":"3583571359572641"},"content":"Appreciate your reply. Thank you. Cheers.","text":"Appreciate your reply. Thank you. Cheers.","html":"Appreciate your reply. Thank you. Cheers."}],"imageCount":1,"langContent":"EN","totalScore":0},{"id":100822821,"gmtCreate":1619601594263,"gmtModify":1704726609979,"author":{"id":"3560139863772426","authorId":"3560139863772426","name":"Jon777","avatar":"https://static.tigerbbs.com/dfb83fe0ad88b21f2f1625bb19368212","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3560139863772426","authorIdStr":"3560139863772426"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/NIO\">$NIO Inc.(NIO)$</a>Hold on tight","listText":"<a href=\"https://laohu8.com/S/NIO\">$NIO Inc.(NIO)$</a>Hold on tight","text":"$NIO Inc.(NIO)$Hold on tight","images":[{"img":"https://static.tigerbbs.com/2455c14dd75fb121ecec3c471648cdda","width":"1242","height":"1767"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/100822821","isVote":1,"tweetType":1,"viewCount":884,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":100347136,"gmtCreate":1619584674225,"gmtModify":1704726367229,"author":{"id":"3560139863772426","authorId":"3560139863772426","name":"Jon777","avatar":"https://static.tigerbbs.com/dfb83fe0ad88b21f2f1625bb19368212","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3560139863772426","authorIdStr":"3560139863772426"},"themes":[],"htmlText":"Gogo","listText":"Gogo","text":"Gogo","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/100347136","repostId":"1157971960","repostType":4,"repost":{"id":"1157971960","kind":"news","pubTimestamp":1619575203,"share":"https://ttm.financial/m/news/1157971960?lang=&edition=fundamental","pubTime":"2021-04-28 10:00","market":"us","language":"en","title":"NIO Stock: One Big Catalyst to Watch Before Nio Reports Earnings on 4/29","url":"https://stock-news.laohu8.com/highlight/detail?id=1157971960","media":"investorplace","summary":"Nio is one of the most polarizing EV stocks in the world right now. With an upcoming earnings report and a big investment in the company, NIO stock is looking like it could turn things around from the consecutive drops it has suffered through April.The company is catching buzz today thanks to its most recent news.German reinsurerMeag Munich Ergo’sinvestment division is going big on electric vehicles today. A 13F filed by the companyshows it is increasing its holdings in the sector by the thousan","content":"<p><b>Nio</b>(NYSE:<b><u>NIO</u></b>) is one of the most polarizing EV stocks in the world right now. With an upcoming earnings report and a big investment in the company, NIO stock is looking like it could turn things around from the consecutive drops it has suffered through April.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/aa6c7393feb63f26696c1c19e935d8b1\" tg-width=\"300\" tg-height=\"169\" referrerpolicy=\"no-referrer\"><span>Source: xiaorui / Shutterstock.com</span></p><p>The company is catching buzz today thanks to its most recent news.</p><p>German reinsurer<b>Meag Munich Ergo’s</b>investment division is going big on electric vehicles today. A 13F filed by the companyshows it is increasing its holdings in the sector by the thousands. Its stake in<b>Tesla</b>(NASDAQ:<b><u>TSLA</u></b>) increased from just under 5,900 shares to just over 24,000 in Q1. Meanwhile, it bulked up its Nio holdings as well. The company increased its 83,800 shares in 2020 to 107,800 in the first quarter.</p><p>The Meag Munich Ergo purchase has big implications for Nio. While it has reliable support from retail investors, the bullishness of institutions on Nio is showing just how strong a play it can be. On top of bubbling rumors of Cathie Wood’s<b>Ark Invest</b>potentially adding NIO stockto some of its ETFs, the institutional chatter is aplenty.</p><p><b>Institutional Buying Indicate Bullishness on NIO Stock</b></p><p>It will be interesting to see where the EV company goes in May. The company will be reporting its detailed earnings this Thursday, April 29. Many are excited about the report because of the existing info we have on Nio’s Q1 deliveries. They think a positive report will catalyze more gains.<i>InvestorPlace</i>contributor Mark Hake is one of the many whosee Nio as an undervalued play, and think that the report can prove that.</p><p>The information Nio is providing already about its Q1 deliveries is exciting to investors. The company delivered an impressive 20,000 EVs in the first three months of 2021, up 423% year-over-year. This indicates that earnings could be right where NIO stock bulls want them to be.</p>","source":"lsy1606302653667","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>NIO Stock: One Big Catalyst to Watch Before Nio Reports Earnings on 4/29</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nNIO Stock: One Big Catalyst to Watch Before Nio Reports Earnings on 4/29\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-04-28 10:00 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://investorplace.com/2021/04/nio-stock-one-big-catalyst-to-watch-before-nio-reports-earnings-on-4-29/><strong>investorplace</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Nio(NYSE:NIO) is one of the most polarizing EV stocks in the world right now. With an upcoming earnings report and a big investment in the company, NIO stock is looking like it could turn things ...</p>\n\n<a href=\"https://investorplace.com/2021/04/nio-stock-one-big-catalyst-to-watch-before-nio-reports-earnings-on-4-29/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NIO":"蔚来"},"source_url":"https://investorplace.com/2021/04/nio-stock-one-big-catalyst-to-watch-before-nio-reports-earnings-on-4-29/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1157971960","content_text":"Nio(NYSE:NIO) is one of the most polarizing EV stocks in the world right now. With an upcoming earnings report and a big investment in the company, NIO stock is looking like it could turn things around from the consecutive drops it has suffered through April.Source: xiaorui / Shutterstock.comThe company is catching buzz today thanks to its most recent news.German reinsurerMeag Munich Ergo’sinvestment division is going big on electric vehicles today. A 13F filed by the companyshows it is increasing its holdings in the sector by the thousands. Its stake inTesla(NASDAQ:TSLA) increased from just under 5,900 shares to just over 24,000 in Q1. Meanwhile, it bulked up its Nio holdings as well. The company increased its 83,800 shares in 2020 to 107,800 in the first quarter.The Meag Munich Ergo purchase has big implications for Nio. While it has reliable support from retail investors, the bullishness of institutions on Nio is showing just how strong a play it can be. On top of bubbling rumors of Cathie Wood’sArk Investpotentially adding NIO stockto some of its ETFs, the institutional chatter is aplenty.Institutional Buying Indicate Bullishness on NIO StockIt will be interesting to see where the EV company goes in May. The company will be reporting its detailed earnings this Thursday, April 29. Many are excited about the report because of the existing info we have on Nio’s Q1 deliveries. They think a positive report will catalyze more gains.InvestorPlacecontributor Mark Hake is one of the many whosee Nio as an undervalued play, and think that the report can prove that.The information Nio is providing already about its Q1 deliveries is exciting to investors. The company delivered an impressive 20,000 EVs in the first three months of 2021, up 423% year-over-year. This indicates that earnings could be right where NIO stock bulls want them to be.","news_type":1},"isVote":1,"tweetType":1,"viewCount":502,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":370044351,"gmtCreate":1618538972973,"gmtModify":1704712415206,"author":{"id":"3560139863772426","authorId":"3560139863772426","name":"Jon777","avatar":"https://static.tigerbbs.com/dfb83fe0ad88b21f2f1625bb19368212","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3560139863772426","authorIdStr":"3560139863772426"},"themes":[],"htmlText":"What happen to $nio","listText":"What happen to $nio","text":"What happen to $nio","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/370044351","isVote":1,"tweetType":1,"viewCount":323,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":347208253,"gmtCreate":1618495557572,"gmtModify":1704711761297,"author":{"id":"3560139863772426","authorId":"3560139863772426","name":"Jon777","avatar":"https://static.tigerbbs.com/dfb83fe0ad88b21f2f1625bb19368212","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3560139863772426","authorIdStr":"3560139863772426"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/NIO\">$NIO Inc.(NIO)$</a>No fear&nbsp;","listText":"<a href=\"https://laohu8.com/S/NIO\">$NIO Inc.(NIO)$</a>No fear&nbsp;","text":"$NIO Inc.(NIO)$No fear","images":[{"img":"https://static.tigerbbs.com/a56bd62cdb2a7b5d57fcfbb708c6b3ba","width":"1242","height":"1767"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/347208253","isVote":1,"tweetType":1,"viewCount":507,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":344493724,"gmtCreate":1618422079868,"gmtModify":1704710672749,"author":{"id":"3560139863772426","authorId":"3560139863772426","name":"Jon777","avatar":"https://static.tigerbbs.com/dfb83fe0ad88b21f2f1625bb19368212","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3560139863772426","authorIdStr":"3560139863772426"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/SQ\">$Square(SQ)$</a>Fin tech!","listText":"<a href=\"https://laohu8.com/S/SQ\">$Square(SQ)$</a>Fin tech!","text":"$Square(SQ)$Fin tech!","images":[{"img":"https://static.tigerbbs.com/83d19924fc6ebf1a4912b7052b9b20a5","width":"1242","height":"1767"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/344493724","isVote":1,"tweetType":1,"viewCount":524,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":344493684,"gmtCreate":1618422045948,"gmtModify":1704710672099,"author":{"id":"3560139863772426","authorId":"3560139863772426","name":"Jon777","avatar":"https://static.tigerbbs.com/dfb83fe0ad88b21f2f1625bb19368212","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3560139863772426","authorIdStr":"3560139863772426"},"themes":[],"htmlText":"Gogogo","listText":"Gogogo","text":"Gogogo","images":[{"img":"https://static.tigerbbs.com/8b4083134ec49d9abf8e848c0a0b5eeb","width":"1125","height":"3533"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/344493684","isVote":1,"tweetType":1,"viewCount":358,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":345264878,"gmtCreate":1618319777594,"gmtModify":1704709071419,"author":{"id":"3560139863772426","authorId":"3560139863772426","name":"Jon777","avatar":"https://static.tigerbbs.com/dfb83fe0ad88b21f2f1625bb19368212","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3560139863772426","authorIdStr":"3560139863772426"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/MARA\">$Marathon Digital Holdings Inc(MARA)$</a>Gogogo","listText":"<a href=\"https://laohu8.com/S/MARA\">$Marathon Digital Holdings Inc(MARA)$</a>Gogogo","text":"$Marathon Digital Holdings Inc(MARA)$Gogogo","images":[{"img":"https://static.tigerbbs.com/d67e4930607c6e09142cb7806e0c85de","width":"1242","height":"1767"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/345264878","isVote":1,"tweetType":1,"viewCount":539,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":345265687,"gmtCreate":1618319732749,"gmtModify":1704709072066,"author":{"id":"3560139863772426","authorId":"3560139863772426","name":"Jon777","avatar":"https://static.tigerbbs.com/dfb83fe0ad88b21f2f1625bb19368212","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3560139863772426","authorIdStr":"3560139863772426"},"themes":[],"htmlText":"Coming back&nbsp;","listText":"Coming back&nbsp;","text":"Coming back","images":[{"img":"https://static.tigerbbs.com/77243ae060e706f94128cdbc36b67770","width":"1125","height":"3547"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/345265687","isVote":1,"tweetType":1,"viewCount":330,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":342864865,"gmtCreate":1618200311657,"gmtModify":1704707422697,"author":{"id":"3560139863772426","authorId":"3560139863772426","name":"Jon777","avatar":"https://static.tigerbbs.com/dfb83fe0ad88b21f2f1625bb19368212","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3560139863772426","authorIdStr":"3560139863772426"},"themes":[],"htmlText":"A lot of potential in this company&nbsp;","listText":"A lot of potential in this company&nbsp;","text":"A lot of potential in this company","images":[{"img":"https://static.tigerbbs.com/29a87b685b63d77095dad42512559dae","width":"1125","height":"3384"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/342864865","isVote":1,"tweetType":1,"viewCount":416,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":342864006,"gmtCreate":1618200273305,"gmtModify":1704707421556,"author":{"id":"3560139863772426","authorId":"3560139863772426","name":"Jon777","avatar":"https://static.tigerbbs.com/dfb83fe0ad88b21f2f1625bb19368212","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3560139863772426","authorIdStr":"3560139863772426"},"themes":[],"htmlText":"Where is the bulls","listText":"Where is the bulls","text":"Where is the bulls","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/342864006","isVote":1,"tweetType":1,"viewCount":277,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":346773543,"gmtCreate":1618119082982,"gmtModify":1704706789243,"author":{"id":"3560139863772426","authorId":"3560139863772426","name":"Jon777","avatar":"https://static.tigerbbs.com/dfb83fe0ad88b21f2f1625bb19368212","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3560139863772426","authorIdStr":"3560139863772426"},"themes":[],"htmlText":"In my watchlist&nbsp;","listText":"In my watchlist&nbsp;","text":"In my watchlist","images":[{"img":"https://static.tigerbbs.com/4fea73a31b14dca1bb85d731a680a2c8","width":"1125","height":"3384"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/346773543","isVote":1,"tweetType":1,"viewCount":119,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":346256982,"gmtCreate":1618054433446,"gmtModify":1704706361720,"author":{"id":"3560139863772426","authorId":"3560139863772426","name":"Jon777","avatar":"https://static.tigerbbs.com/dfb83fe0ad88b21f2f1625bb19368212","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3560139863772426","authorIdStr":"3560139863772426"},"themes":[],"htmlText":"Online better might be a better option","listText":"Online better might be a better option","text":"Online better might be a better option","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/346256982","repostId":"2126333180","repostType":4,"repost":{"id":"2126333180","kind":"highlight","pubTimestamp":1617981480,"share":"https://ttm.financial/m/news/2126333180?lang=&edition=fundamental","pubTime":"2021-04-09 23:18","market":"us","language":"en","title":"Is Las Vegas Sands Stock a Buy?","url":"https://stock-news.laohu8.com/highlight/detail?id=2126333180","media":"Travis Hoium","summary":"This stock may not be an easy bet for investors.","content":"<p>The gambling industry has been completely decimated over the past year as the pandemic has shut down resorts around the world and caused consumers to be more cautious with their entertainment spending. But <b>Las Vegas Sands'</b> (NYSE:LVS) stock hasn't suffered much at all, falling only about 15% from peaks in early 2020, so there seems to be a recovery priced into the stock already.</p><p>Not only has casino revenue fallen over the past year, but online gambling has also become a very real competitor to the real-world casino. And Las Vegas Sands has almost no presence in that growing market. Is Las Vegas Sands now a value stock that will benefit from an economic recovery, or is this a company that the gambling world has passed by? Let's take a deeper look.</p><p><img src=\"https://g.foolcdn.com/image/?url=https%3A%2F%2Fg.foolcdn.com%2Feditorial%2Fimages%2F620394%2Fmacau-skyline-at-night.jpg&amp;w=700&amp;op=resize\" tg-width=\"700\" tg-height=\"466\" referrerpolicy=\"no-referrer\"></p><p>Image source: Getty Images.</p><h2>What Las Vegas Sands was</h2><p>The last year doesn't really tell us much about what operations will look like as they open again, so let's start by looking at what revenue and earnings before interest, taxes, depreciation, and amortization (EBITDA) -- a proxy for cash flow from a resort -- looked like pre-pandemic.</p><p><img src=\"https://media.ycharts.com/charts/97e580af14bb8b8047116844a20f91f0.png\" tg-width=\"720\" tg-height=\"435\" referrerpolicy=\"no-referrer\"></p><p>LVS Revenue (TTM) data by YCharts</p><p>At the end of 2019, Las Vegas Sands had an enterprise value (equity value plus debt outstanding) of $62.3 billion, or 11.3 times EBITDA. That'll be important to note as we talk about the company's future.</p><h2>The pandemic was a disaster</h2><p>No matter how you look at it, the pandemic has been a disaster for Las Vegas Sands. The company saw revenue drop nearly 75%, and EBITDA went negative.</p><p><img src=\"https://media.ycharts.com/charts/132bb8f99c55348febf8be9b64437e7f.png\" tg-width=\"720\" tg-height=\"435\" referrerpolicy=\"no-referrer\"></p><p>LVS Revenue (TTM) data by YCharts</p><p>While some casino companies have relied on the U.S. market, which hasn't been hit as hard as Asia, Las Vegas Sands was highly reliant on Asia, which has had many more restrictions due to COVID-19. And the company is selling its Las Vegas properties for $6.25 billion, so in the future, it will be 100% reliant on Asia when that deal is closed.</p><p>Relying on Asia can be a double-edged sword for casino operators. The market is extremely big and very profitable when operations are going well, but operators are also at the whim of government regulations and restrictions. Macao has gone through ups and downs depending on how open China's visas are to the region. Singapore pushed through a higher tax rate even after Las Vegas Sands committed to spending $3.3 billion to expand Marina Bay Sands.</p><p>If Macao and Singapore gambling returns to 2019 levels sometime late this year or early next year, it would be great for gambling operations, but there's no guarantee that will happen, and we could see a very slow recovery in some countries where vaccine roll-outs aren't going as fast as they are in the U.S.</p><h2>Missing out on internet gambling</h2><p>One of the bigger mistakes late CEO Sheldon Adelson made was fighting online gambling in the U.S. Las Vegas Sands didn't just fail to invest in the booming business; it actively fought its legalization. That puts the company well behind competitors.</p><p>In 2020, online gambling reached $1.4 billion to $1.5 billion in gross gambling revenue in the U.S, according to H2 Gambling Capital, making up 20% of the market. Revenue is expected to grow rapidly as sports betting and iGaming are expanded across the U.S. with some expecting revenue to more than double. Las Vegas Sands may miss the boat entirely.</p><h2>Is there any value in Las Vegas Sands?</h2><p>At today's stock price, Las Vegas Sands' enterprise value (EV) is $59.9 billion, not much lower than it was at the end of 2019 despite the pandemic.</p><p>Even if we disregard the sale of Las Vegas operations, it'll be very difficult for Las Vegas Sands to return to the 11.3 EV/EBITDA multiple by the end of 2021. If Asian gamblers don't return in droves, the company may not reach 2019 EBITDA levels for years.</p><p>As we've seen, real growth in the gambling industry is in online gambling. What I'm most worried about is that Las Vegas Sands has no presence in that business. That's why Las Vegas Sands stock isn't a buy today, but given the potential for a sharp pandemic recovery in 2021, I wouldn't short the stock either.</p>","source":"fool_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Is Las Vegas Sands Stock a Buy?</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nIs Las Vegas Sands Stock a Buy?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-04-09 23:18 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2021/04/09/is-las-vegas-sands-stock-a-buy/><strong>Travis Hoium</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>The gambling industry has been completely decimated over the past year as the pandemic has shut down resorts around the world and caused consumers to be more cautious with their entertainment spending...</p>\n\n<a href=\"https://www.fool.com/investing/2021/04/09/is-las-vegas-sands-stock-a-buy/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LVS":"金沙集团"},"source_url":"https://www.fool.com/investing/2021/04/09/is-las-vegas-sands-stock-a-buy/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2126333180","content_text":"The gambling industry has been completely decimated over the past year as the pandemic has shut down resorts around the world and caused consumers to be more cautious with their entertainment spending. But Las Vegas Sands' (NYSE:LVS) stock hasn't suffered much at all, falling only about 15% from peaks in early 2020, so there seems to be a recovery priced into the stock already.Not only has casino revenue fallen over the past year, but online gambling has also become a very real competitor to the real-world casino. And Las Vegas Sands has almost no presence in that growing market. Is Las Vegas Sands now a value stock that will benefit from an economic recovery, or is this a company that the gambling world has passed by? Let's take a deeper look.Image source: Getty Images.What Las Vegas Sands wasThe last year doesn't really tell us much about what operations will look like as they open again, so let's start by looking at what revenue and earnings before interest, taxes, depreciation, and amortization (EBITDA) -- a proxy for cash flow from a resort -- looked like pre-pandemic.LVS Revenue (TTM) data by YChartsAt the end of 2019, Las Vegas Sands had an enterprise value (equity value plus debt outstanding) of $62.3 billion, or 11.3 times EBITDA. That'll be important to note as we talk about the company's future.The pandemic was a disasterNo matter how you look at it, the pandemic has been a disaster for Las Vegas Sands. The company saw revenue drop nearly 75%, and EBITDA went negative.LVS Revenue (TTM) data by YChartsWhile some casino companies have relied on the U.S. market, which hasn't been hit as hard as Asia, Las Vegas Sands was highly reliant on Asia, which has had many more restrictions due to COVID-19. And the company is selling its Las Vegas properties for $6.25 billion, so in the future, it will be 100% reliant on Asia when that deal is closed.Relying on Asia can be a double-edged sword for casino operators. The market is extremely big and very profitable when operations are going well, but operators are also at the whim of government regulations and restrictions. Macao has gone through ups and downs depending on how open China's visas are to the region. Singapore pushed through a higher tax rate even after Las Vegas Sands committed to spending $3.3 billion to expand Marina Bay Sands.If Macao and Singapore gambling returns to 2019 levels sometime late this year or early next year, it would be great for gambling operations, but there's no guarantee that will happen, and we could see a very slow recovery in some countries where vaccine roll-outs aren't going as fast as they are in the U.S.Missing out on internet gamblingOne of the bigger mistakes late CEO Sheldon Adelson made was fighting online gambling in the U.S. Las Vegas Sands didn't just fail to invest in the booming business; it actively fought its legalization. That puts the company well behind competitors.In 2020, online gambling reached $1.4 billion to $1.5 billion in gross gambling revenue in the U.S, according to H2 Gambling Capital, making up 20% of the market. Revenue is expected to grow rapidly as sports betting and iGaming are expanded across the U.S. with some expecting revenue to more than double. Las Vegas Sands may miss the boat entirely.Is there any value in Las Vegas Sands?At today's stock price, Las Vegas Sands' enterprise value (EV) is $59.9 billion, not much lower than it was at the end of 2019 despite the pandemic.Even if we disregard the sale of Las Vegas operations, it'll be very difficult for Las Vegas Sands to return to the 11.3 EV/EBITDA multiple by the end of 2021. If Asian gamblers don't return in droves, the company may not reach 2019 EBITDA levels for years.As we've seen, real growth in the gambling industry is in online gambling. What I'm most worried about is that Las Vegas Sands has no presence in that business. That's why Las Vegas Sands stock isn't a buy today, but given the potential for a sharp pandemic recovery in 2021, I wouldn't short the stock either.","news_type":1},"isVote":1,"tweetType":1,"viewCount":290,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":346258566,"gmtCreate":1618054408155,"gmtModify":1704706361070,"author":{"id":"3560139863772426","authorId":"3560139863772426","name":"Jon777","avatar":"https://static.tigerbbs.com/dfb83fe0ad88b21f2f1625bb19368212","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3560139863772426","authorIdStr":"3560139863772426"},"themes":[],"htmlText":"Great for all ev&nbsp;","listText":"Great for all ev&nbsp;","text":"Great for all ev","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/346258566","repostId":"1142324412","repostType":4,"repost":{"id":"1142324412","kind":"news","pubTimestamp":1617982207,"share":"https://ttm.financial/m/news/1142324412?lang=&edition=fundamental","pubTime":"2021-04-09 23:30","market":"us","language":"en","title":"XPeng Inc.: A Reawakening","url":"https://stock-news.laohu8.com/highlight/detail?id=1142324412","media":"seekingalpha","summary":"Valuation is middling but not overvalued like in the past.Recent announcement of capacity expansion in Wuhan lends better operational and sales visibility.Company could breakeven and finally reach positive profits soon; major improvements seen in operating margins.Feared chip shortage  was not a disaster, deliveries are still strong.Government support, China's creation of an EV ecosystem.XPEV's strong deliveries describe not only excellent support from the private sector, but also the Chinese go","content":"<p><b>Summary</b></p>\n<ul>\n <li>Valuation is middling but not overvalued like in the past.</li>\n <li>Recent announcement of capacity expansion in Wuhan lends better operational and sales visibility.</li>\n <li>Company could breakeven and finally reach positive profits soon; major improvements seen in operating margins.</li>\n <li>Feared chip shortage (i.e. supply disruption) was not a disaster, deliveries are still strong.</li>\n</ul>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/4e0f3343d69719839f9b8f1d337c3984\" tg-width=\"1536\" tg-height=\"1024\"><span>Photo by Robert Way/iStock Editorial via Getty Images</span></p>\n<p><b>Introduction</b></p>\n<p>The stock price of&nbsp;XPEV&nbsp;has been converging with the performance of the S&amp;P 500 since March 2021, as compared to its massive outperformance in 4Q2020. This could be view positively or negatively. On the bright side, this suggests that price performance would become more predictable with lower volatility, indicative of a broadening consensus on the fundamental prospects of the company. On the other hand, traders may be disappointed its lack of momentum. Therefore, this is probably a good time to stop viewing XPEV as purely a trade, but re-analyze its merits as a fundamentally-driven investment.</p>\n<p><i>The frenetic performance of XPEV has calmed down in recent weeks, allowing its one year performance to track the S&amp;P 500 more closely</i></p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/9f04001d604ecc7892ef3a76c498578b\" tg-width=\"640\" tg-height=\"236\"><span>Source: SeekingAlpha</span></p>\n<p><i>XPEV's G3 Super Long Range Smart SUV</i></p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/68446a741f9f97afc10f2149c4e13e13\" tg-width=\"640\" tg-height=\"388\"><span>Source: XPeng Motors (G3、P7) Intelligent electric car with Internet DNA</span></p>\n<p><b>Industry and commercial positives</b></p>\n<p>Optimism on EVs and&nbsp;strong industry growth&nbsp;rates are common knowledge by now. The following points suggest specific positives for XPEV that remain intact despite relatively ebbing momentum on the stock's price (as compared to 4Q2020):</p>\n<ol>\n <li><b>Deliveries met despite fears on chip shortage.</b>While the stock's price momentum appears to have ebbed, recent news continues to remain positive. At an industry level, Chinese vehicle manufacturers XPEV andNIOmanaged to manufacture the expected numbers of vehicle deliveries, despite much feared chip shortages.XPEV chalked&nbsp;in record quarterly deliveries of 13,340 EVs in Q1 2021, +487% over the year and +130% over the month in March.NIO delivered&nbsp;20,060 +423% over the year while Q1 deliveries rose 15.6% to 20,060. The challenge these EV manufacturers face now is not so much the ability to deliver on its numbers, but on being able to meet high expectations for the stock price to gain further traction.</li>\n <li><b>Government support, China's creation of an EV ecosystem.</b>XPEV's strong deliveries describe not only excellent support from the private sector, but also the Chinese government's push to develop this part of its industry. XPEV has entered into an agreement with the city of Wuhan to build a factory with a capacity of 100,000 EV units. This is a very significant piece of news, considering its deliveries of just 5,102 in March 2021. Annualizing this number, the new capacity will be more than the whole of XPEV's total historical annual production. This news is interesting and significant since it was just released this week, suggesting it may have yet to be factored into analysts' forecast numbers. This is made more important as XPEV has always been considered a laggard in production capabilities to its larger cousin NIO. General Chinese government support for the EV ecosystem is strong, and the new facility in Wuhan echoes earlier provincial government financial support ($77m) in Guangdong. The reality is, for EVs to gain traction, government willingness to support infrastructure initiatives are highly important (e.g. permits for charging stations, creating incentives to convert from old polluting vehicles to green vehicles, etc.). With China's tradition of central planning, the EV ecosystem is placed on the right footing.</li>\n <li><b>Listing in Hong Kong adds to investor base and liquidity.</b>Going forward,XPEV,NIO, and&nbsp;LI&nbsp;intend tolistin Hong Kong this year. This is a strategic move, and makes the valuation of these companies less susceptible by US political bashing (e.g. the threat of being de-listed) should it occur, since it reflects a wider geographical base. The valuations of these companies may even get a boost given greater global liquidity due to added trading in the Asian time zone.</li>\n</ol>\n<p>Of note, in late March, XPEV held an&nbsp;autonomous driving expedition&nbsp;covering eight cities in China and 3,675 kilometers. The exercise was successful, as minimal human intervention was needed during the expedition and adds another brownie point to XPEV's research and development efforts, placing XPEV on the&nbsp;competitive landscape&nbsp;against rivals such as TSLA and NIO on autonomous driving. Apparently, XPEV's autonomous driving results&nbsp;performed better&nbsp;than TSLA's with fewer human interventions per 100km and better navigation in complex situations.</p>\n<p><b>XPEV's improving financials</b></p>\n<p>Now that we have several quarters of financial data on XPEV, it is worth reviewing how its metrics have been performing. Firstly, market expectations aside, deliveries have been very good as abovementioned, and this is flowing through to revenue numbers. As shown in the below table, growth has been very strong, and revenues are expected to more than double in 2021 and continue to double in 2022. Such growth rates place XPEV at the top end of manufacturing firms, as expected of the fast-growing EV market.</p>\n<p>Another point to note is the improvement in operating margins. As with any \"new tech\" company, initial investments would cause hugely negative operating margins in the beginning. What's important is the company's ability to improve margins and reduce costs over time. In this respect, XPEV has done a good job, with operating margins improving sequentially each quarter. Of note, operating margins started to see major improvements between the Jun-2020 (-142%) and Dec-2020 (-39%) quarters as shown in the table below. Given this trend, the company is likely to breakeven and register positive profits soon, which could be a catalytic re-rating for XPEV. When we pair this analysis with the stock price, it appears that XPEV's recently soft stock price performance is not justified.</p>\n<p>Meanwhile, the balance sheet is expected to remain strong. Equity to total liabilities &amp; equity is 23% as at Dec-2020. As abovementioned, further capital raises with a forthcoming Hong Kong listing will add to XPEV's cash buffer.</p>\n<p><i>XPEV's performance improvement in both revenue and operating margin trends appear to have been ignored by the market due to recent the broad market capitulation</i></p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/f8258dce0cc10e8118a23afce7655bed\" tg-width=\"726\" tg-height=\"737\"><span>*EST = estimate by analysts' consensus from SeekingAlpha</span></p>\n<p><b>XPEV's valuation: somewhere in the middle</b></p>\n<p>XPEV's stock price has done well over the last 6 months versus peers. On a TTM P/S, XPEV is near the middle although its FWD P/S is trading at a premium. However, there could be a general re-rating of the P/S of the sector if the Chinese EV manufacturers reach breakeven in 2021 and record positive profits (our base case belief, given the prevailing trend in XPEV's improving operating margins). This will then allow better price discovery when the companies can then be valued on their P/E ratios.</p>\n<img src=\"https://static.tigerbbs.com/fa975ce545e950a20f809bcc7f698ef6\" tg-width=\"911\" tg-height=\"594\">\n<table>\n <tbody>\n  <tr></tr>\n </tbody>\n</table>\n<p><b>Conclusion and Risks</b></p>\n<p>XPEV's stock price may benefit from two key catalysts: (1) expansion of manufacturing facility in Wuhan, which will concretely raise visibility of revenue growth which is expected to double; (2) a valuation regime change as it progresses from a loss making company to a profitable one, expected by this year. Furthermore, it is worth noting that the valuation is not lofty as compared to price levels in 4Q2020, having fallen over the last couple of months.</p>\n<p>Competition may exist and remain intense, but given the large size of China's market and that there are only a couple of notable players (i.e. NIO, LI), the market remains largely an oligopoly which allows XPEV to retain pricing power.</p>\n<p>Much feared risks of execution in the past appear to have materialized but not in a big way, i.e. the previously expected chip shortage. Given the progression to a post-COVID economy, supply chain links should improve and reduce similar risks in the future.</p>\n<p>On a standalone basis, XPEV's prospects appear bright, and now the key hurdle is whether the NASDAQ will find momentum and exceed previous highs. The base case for this should lean towards the positive as the market is merely in the first year of the economic recovery after the pandemic. Recent price consolidation appears to have created a technical setup for a reawakening of price momentum as consumer activity revives post-pandemic.</p>","source":"seekingalpha","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>XPeng Inc.: A Reawakening</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nXPeng Inc.: A Reawakening\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-04-09 23:30 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4418326-xpeng-inc-reawakening><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Summary\n\nValuation is middling but not overvalued like in the past.\nRecent announcement of capacity expansion in Wuhan lends better operational and sales visibility.\nCompany could breakeven and ...</p>\n\n<a href=\"https://seekingalpha.com/article/4418326-xpeng-inc-reawakening\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"XPEV":"小鹏汽车"},"source_url":"https://seekingalpha.com/article/4418326-xpeng-inc-reawakening","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"1142324412","content_text":"Summary\n\nValuation is middling but not overvalued like in the past.\nRecent announcement of capacity expansion in Wuhan lends better operational and sales visibility.\nCompany could breakeven and finally reach positive profits soon; major improvements seen in operating margins.\nFeared chip shortage (i.e. supply disruption) was not a disaster, deliveries are still strong.\n\nPhoto by Robert Way/iStock Editorial via Getty Images\nIntroduction\nThe stock price of XPEV has been converging with the performance of the S&P 500 since March 2021, as compared to its massive outperformance in 4Q2020. This could be view positively or negatively. On the bright side, this suggests that price performance would become more predictable with lower volatility, indicative of a broadening consensus on the fundamental prospects of the company. On the other hand, traders may be disappointed its lack of momentum. Therefore, this is probably a good time to stop viewing XPEV as purely a trade, but re-analyze its merits as a fundamentally-driven investment.\nThe frenetic performance of XPEV has calmed down in recent weeks, allowing its one year performance to track the S&P 500 more closely\nSource: SeekingAlpha\nXPEV's G3 Super Long Range Smart SUV\nSource: XPeng Motors (G3、P7) Intelligent electric car with Internet DNA\nIndustry and commercial positives\nOptimism on EVs and strong industry growth rates are common knowledge by now. The following points suggest specific positives for XPEV that remain intact despite relatively ebbing momentum on the stock's price (as compared to 4Q2020):\n\nDeliveries met despite fears on chip shortage.While the stock's price momentum appears to have ebbed, recent news continues to remain positive. At an industry level, Chinese vehicle manufacturers XPEV andNIOmanaged to manufacture the expected numbers of vehicle deliveries, despite much feared chip shortages.XPEV chalked in record quarterly deliveries of 13,340 EVs in Q1 2021, +487% over the year and +130% over the month in March.NIO delivered 20,060 +423% over the year while Q1 deliveries rose 15.6% to 20,060. The challenge these EV manufacturers face now is not so much the ability to deliver on its numbers, but on being able to meet high expectations for the stock price to gain further traction.\nGovernment support, China's creation of an EV ecosystem.XPEV's strong deliveries describe not only excellent support from the private sector, but also the Chinese government's push to develop this part of its industry. XPEV has entered into an agreement with the city of Wuhan to build a factory with a capacity of 100,000 EV units. This is a very significant piece of news, considering its deliveries of just 5,102 in March 2021. Annualizing this number, the new capacity will be more than the whole of XPEV's total historical annual production. This news is interesting and significant since it was just released this week, suggesting it may have yet to be factored into analysts' forecast numbers. This is made more important as XPEV has always been considered a laggard in production capabilities to its larger cousin NIO. General Chinese government support for the EV ecosystem is strong, and the new facility in Wuhan echoes earlier provincial government financial support ($77m) in Guangdong. The reality is, for EVs to gain traction, government willingness to support infrastructure initiatives are highly important (e.g. permits for charging stations, creating incentives to convert from old polluting vehicles to green vehicles, etc.). With China's tradition of central planning, the EV ecosystem is placed on the right footing.\nListing in Hong Kong adds to investor base and liquidity.Going forward,XPEV,NIO, and LI intend tolistin Hong Kong this year. This is a strategic move, and makes the valuation of these companies less susceptible by US political bashing (e.g. the threat of being de-listed) should it occur, since it reflects a wider geographical base. The valuations of these companies may even get a boost given greater global liquidity due to added trading in the Asian time zone.\n\nOf note, in late March, XPEV held an autonomous driving expedition covering eight cities in China and 3,675 kilometers. The exercise was successful, as minimal human intervention was needed during the expedition and adds another brownie point to XPEV's research and development efforts, placing XPEV on the competitive landscape against rivals such as TSLA and NIO on autonomous driving. Apparently, XPEV's autonomous driving results performed better than TSLA's with fewer human interventions per 100km and better navigation in complex situations.\nXPEV's improving financials\nNow that we have several quarters of financial data on XPEV, it is worth reviewing how its metrics have been performing. Firstly, market expectations aside, deliveries have been very good as abovementioned, and this is flowing through to revenue numbers. As shown in the below table, growth has been very strong, and revenues are expected to more than double in 2021 and continue to double in 2022. Such growth rates place XPEV at the top end of manufacturing firms, as expected of the fast-growing EV market.\nAnother point to note is the improvement in operating margins. As with any \"new tech\" company, initial investments would cause hugely negative operating margins in the beginning. What's important is the company's ability to improve margins and reduce costs over time. In this respect, XPEV has done a good job, with operating margins improving sequentially each quarter. Of note, operating margins started to see major improvements between the Jun-2020 (-142%) and Dec-2020 (-39%) quarters as shown in the table below. Given this trend, the company is likely to breakeven and register positive profits soon, which could be a catalytic re-rating for XPEV. When we pair this analysis with the stock price, it appears that XPEV's recently soft stock price performance is not justified.\nMeanwhile, the balance sheet is expected to remain strong. Equity to total liabilities & equity is 23% as at Dec-2020. As abovementioned, further capital raises with a forthcoming Hong Kong listing will add to XPEV's cash buffer.\nXPEV's performance improvement in both revenue and operating margin trends appear to have been ignored by the market due to recent the broad market capitulation\n*EST = estimate by analysts' consensus from SeekingAlpha\nXPEV's valuation: somewhere in the middle\nXPEV's stock price has done well over the last 6 months versus peers. On a TTM P/S, XPEV is near the middle although its FWD P/S is trading at a premium. However, there could be a general re-rating of the P/S of the sector if the Chinese EV manufacturers reach breakeven in 2021 and record positive profits (our base case belief, given the prevailing trend in XPEV's improving operating margins). This will then allow better price discovery when the companies can then be valued on their P/E ratios.\n\n\n\n\n\n\nConclusion and Risks\nXPEV's stock price may benefit from two key catalysts: (1) expansion of manufacturing facility in Wuhan, which will concretely raise visibility of revenue growth which is expected to double; (2) a valuation regime change as it progresses from a loss making company to a profitable one, expected by this year. Furthermore, it is worth noting that the valuation is not lofty as compared to price levels in 4Q2020, having fallen over the last couple of months.\nCompetition may exist and remain intense, but given the large size of China's market and that there are only a couple of notable players (i.e. NIO, LI), the market remains largely an oligopoly which allows XPEV to retain pricing power.\nMuch feared risks of execution in the past appear to have materialized but not in a big way, i.e. the previously expected chip shortage. Given the progression to a post-COVID economy, supply chain links should improve and reduce similar risks in the future.\nOn a standalone basis, XPEV's prospects appear bright, and now the key hurdle is whether the NASDAQ will find momentum and exceed previous highs. The base case for this should lean towards the positive as the market is merely in the first year of the economic recovery after the pandemic. Recent price consolidation appears to have created a technical setup for a reawakening of price momentum as consumer activity revives post-pandemic.","news_type":1},"isVote":1,"tweetType":1,"viewCount":114,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":346222811,"gmtCreate":1618052646533,"gmtModify":1704706350556,"author":{"id":"3560139863772426","authorId":"3560139863772426","name":"Jon777","avatar":"https://static.tigerbbs.com/dfb83fe0ad88b21f2f1625bb19368212","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3560139863772426","authorIdStr":"3560139863772426"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/GNOG\">$Golden Nugget Online Gaming, Inc.(GNOG)$</a>Coming back","listText":"<a href=\"https://laohu8.com/S/GNOG\">$Golden Nugget Online Gaming, Inc.(GNOG)$</a>Coming back","text":"$Golden Nugget Online Gaming, Inc.(GNOG)$Coming back","images":[{"img":"https://static.tigerbbs.com/0feca3d7f6a808fc3243b45ef488652e","width":"1242","height":"1767"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/346222811","isVote":1,"tweetType":1,"viewCount":226,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0}],"hots":[{"id":352956048,"gmtCreate":1616879598784,"gmtModify":1704799669365,"author":{"id":"3560139863772426","authorId":"3560139863772426","name":"Jon777","avatar":"https://static.tigerbbs.com/dfb83fe0ad88b21f2f1625bb19368212","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3560139863772426","authorIdStr":"3560139863772426"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/NIO\">$NIO Inc.(NIO)$</a>no problem","listText":"<a href=\"https://laohu8.com/S/NIO\">$NIO Inc.(NIO)$</a>no problem","text":"$NIO Inc.(NIO)$no problem","images":[{"img":"https://static.tigerbbs.com/c6a299771a0fb00f9caf7361ca23bde1","width":"1242","height":"2001"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":10,"commentSize":4,"repostSize":0,"link":"https://ttm.financial/post/352956048","isVote":1,"tweetType":1,"viewCount":969,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":382306656,"gmtCreate":1613357495975,"gmtModify":1704880039188,"author":{"id":"3560139863772426","authorId":"3560139863772426","name":"Jon777","avatar":"https://static.tigerbbs.com/dfb83fe0ad88b21f2f1625bb19368212","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3560139863772426","authorIdStr":"3560139863772426"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/NIO\">$NIO Inc.(NIO)$</a>1 of the bullish trade I have","listText":"<a href=\"https://laohu8.com/S/NIO\">$NIO Inc.(NIO)$</a>1 of the bullish trade I have","text":"$NIO Inc.(NIO)$1 of the bullish trade I have","images":[{"img":"https://static.tigerbbs.com/4882c1b823787306f51355e03897d0e1","width":"1242","height":"1767"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":7,"repostSize":0,"link":"https://ttm.financial/post/382306656","isVote":1,"tweetType":1,"viewCount":515,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3575871849815606","authorId":"3575871849815606","name":"ilovetotrade","avatar":"https://static.tigerbbs.com/75cad39253fab6295f22fd2a56ba927f","crmLevel":2,"crmLevelSwitch":0,"idStr":"3575871849815606","authorIdStr":"3575871849815606"},"content":"Im worsT. Yours is fine Hahha","text":"Im worsT. Yours is fine Hahha","html":"Im worsT. Yours is fine Hahha"}],"imageCount":1,"langContent":"EN","totalScore":0},{"id":359635300,"gmtCreate":1616390705500,"gmtModify":1704793399198,"author":{"id":"3560139863772426","authorId":"3560139863772426","name":"Jon777","avatar":"https://static.tigerbbs.com/dfb83fe0ad88b21f2f1625bb19368212","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3560139863772426","authorIdStr":"3560139863772426"},"themes":[],"htmlText":"Please help comment","listText":"Please help comment","text":"Please help comment","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":4,"repostSize":0,"link":"https://ttm.financial/post/359635300","repostId":"2121145191","repostType":4,"repost":{"id":"2121145191","kind":"news","pubTimestamp":1616354671,"share":"https://ttm.financial/m/news/2121145191?lang=&edition=fundamental","pubTime":"2021-03-22 03:24","market":"us","language":"en","title":"Cathie Wood’s Ark Has a New Price Target for Tesla: $3,000","url":"https://stock-news.laohu8.com/highlight/detail?id=2121145191","media":"Bloomberg","summary":" -- Cathie Wood’s Ark Invest Management expects Tesla Inc. stock to hit $3,000 by 2025, up from its current price of $655. At that price, the company would be worth almost $3 trillion, based on the number of shares outstanding.Ark expects there’s a 50% chance of Tesla achieving fully autonomous driving within five years, which could allow the company to scale its planned robotaxi service quickly, according to a Friday note on Ark’s website.It also added Tesla’s insurance business into its model,","content":"<p>(Bloomberg) -- Cathie Wood’s Ark Invest Management expects Tesla Inc. stock to hit $3,000 by 2025, up from its current price of $655. At that price, the company would be worth almost $3 trillion, based on the number of shares outstanding.</p>\n<p>Ark expects there’s a 50% chance of Tesla achieving fully autonomous driving within five years, which could allow the company to scale its planned robotaxi service quickly, according to a Friday note on Ark’s website.</p>\n<p>It also added Tesla’s insurance business into its model, believing the offering could be rolled out to more states in the next few years with better-than-average margins, thanks to “highly detailed driving data” the company collects.</p>\n<p>Wood has been among Tesla’s most ardent supporters, holding large stakes of the company in her flagship fund. When Tesla shares saw a pullback in February, she bought more.</p>\n<p>The $3,000 target is by far the highest among analysts who cover the company, according to data compiled by Bloomberg.</p>\n<p>According to Ark’s new model, in the best case scenario, Tesla could reach $4,000 per share in 2025, and in the bear case, $1,500. The company forecasts Tesla’s unit sales to be between 5 million and 10 million vehicles in 2025, assuming increased capital efficiency.</p>\n<p>The model didn’t incorporate Tesla’s utility energy storage or solar business, nor did it consider future price fluctuations for Tesla’s Bitcoin holdings.</p>\n<p>Barron’s reported the price target earlier.</p>","source":"yahoofinance","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Cathie Wood’s Ark Has a New Price Target for Tesla: $3,000</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\">\nCathie Wood’s Ark Has a New Price Target for Tesla: $3,000\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-03-22 03:24 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://finance.yahoo.com/news/cathie-wood-ark-price-target-171141755.html><strong>Bloomberg</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>(Bloomberg) -- Cathie Wood’s Ark Invest Management expects Tesla Inc. stock to hit $3,000 by 2025, up from its current price of $655. At that price, the company would be worth almost $3 trillion, ...</p>\n\n<a href=\"https://finance.yahoo.com/news/cathie-wood-ark-price-target-171141755.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/e0a8fe18513af94b700c5acc57c5ec21","relate_stocks":{"TSLA":"特斯拉"},"source_url":"https://finance.yahoo.com/news/cathie-wood-ark-price-target-171141755.html","is_english":true,"share_image_url":"https://static.laohu8.com/5f26f4a48f9cb3e29be4d71d3ba8c038","article_id":"2121145191","content_text":"(Bloomberg) -- Cathie Wood’s Ark Invest Management expects Tesla Inc. stock to hit $3,000 by 2025, up from its current price of $655. At that price, the company would be worth almost $3 trillion, based on the number of shares outstanding.\nArk expects there’s a 50% chance of Tesla achieving fully autonomous driving within five years, which could allow the company to scale its planned robotaxi service quickly, according to a Friday note on Ark’s website.\nIt also added Tesla’s insurance business into its model, believing the offering could be rolled out to more states in the next few years with better-than-average margins, thanks to “highly detailed driving data” the company collects.\nWood has been among Tesla’s most ardent supporters, holding large stakes of the company in her flagship fund. When Tesla shares saw a pullback in February, she bought more.\nThe $3,000 target is by far the highest among analysts who cover the company, according to data compiled by Bloomberg.\nAccording to Ark’s new model, in the best case scenario, Tesla could reach $4,000 per share in 2025, and in the bear case, $1,500. The company forecasts Tesla’s unit sales to be between 5 million and 10 million vehicles in 2025, assuming increased capital efficiency.\nThe model didn’t incorporate Tesla’s utility energy storage or solar business, nor did it consider future price fluctuations for Tesla’s Bitcoin holdings.\nBarron’s reported the price target earlier.","news_type":1},"isVote":1,"tweetType":1,"viewCount":75,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3571436855465075","authorId":"3571436855465075","name":"renwee","avatar":"https://static.tigerbbs.com/af0cb0f5f1c6705550b899b916598967","crmLevel":1,"crmLevelSwitch":0,"idStr":"3571436855465075","authorIdStr":"3571436855465075"},"content":"reply my comment buddy","text":"reply my comment buddy","html":"reply my comment buddy"}],"imageCount":0,"langContent":"EN","totalScore":0},{"id":340388915,"gmtCreate":1617339482937,"gmtModify":1704698991432,"author":{"id":"3560139863772426","authorId":"3560139863772426","name":"Jon777","avatar":"https://static.tigerbbs.com/dfb83fe0ad88b21f2f1625bb19368212","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3560139863772426","authorIdStr":"3560139863772426"},"themes":[],"htmlText":"Comment","listText":"Comment","text":"Comment","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":5,"repostSize":0,"link":"https://ttm.financial/post/340388915","repostId":"1126549174","repostType":4,"repost":{"id":"1126549174","kind":"news","pubTimestamp":1617324814,"share":"https://ttm.financial/m/news/1126549174?lang=&edition=fundamental","pubTime":"2021-04-02 08:53","market":"us","language":"en","title":"Lion? Lamb? March's best stocks, strategies into April","url":"https://stock-news.laohu8.com/highlight/detail?id=1126549174","media":"seeking alpha","summary":"Not your typical March as the month came 'in like a lamb, and out like a lion.' No, we aren’tdiscuss","content":"<ul>\n <li>Not your typical March as the month came 'in like a lamb, and out like a lion.' No, we aren’tdiscussing precipitation in March, but the precipitous equity market behavior for the U.S stock market on the precipice of all-time highs and what that means for the top stocks moving into April.</li>\n <li>The inverse of the ancient meteorological proverb aptly describes this past month’shedge fund blowup, a once-in-a generationcanal blockageof worldwide trade, aFed pivot, a treasurymarket selloff, historicelectric vehicleandmarijuana legislation, SPAC-mania, the 1-year anniversary of the pandemic-fueled market selloff and a 6% monthly trough to peak move in the S&amp;P 500(NYSEARCA:SPY). That led high beta names to lag in the latter half. But what strategy or selection of stocks would have served you best for the month?</li>\n</ul>\n<p><img src=\"https://static.tigerbbs.com/7e8fb5e2cc1f94dd1e56cfa3805a032c\" tg-width=\"1280\" tg-height=\"474\" referrerpolicy=\"no-referrer\"></p>\n<p><i>High beta stocks lagged more stable names toward month-end</i></p>\n<ul>\n <li>The exogenous events described above can throw a wrench into any defined strategy, whether you’re a value or growth investor, play momentum, sentiment, technicals or earnings revisions, or just buy what you know. What explicit strategy would have told you to be long Hartford Financial(NYSE:HIG), Nucor(NYSE:NUE)or Kansas City Southern(NYSE:KSU), and either short or unexposed to Penn National, Discovery Inc.(NASDAQ:DISCA)and Viacom(NASDAQ:VIAC), the respective winners and losers in the S&amp;P 500 in March?</li>\n <li>The answer for the above six is insider trading, which we do not condone for obvious reasons.M&amp;A(twice), aboveconsensus earnings,political uncertaintyandhedge fund implosionsdictated the above fortunes and misfortunes.</li>\n <li>But to outperform the broader market, the answer this month was value investing. So much so, thatone fascinating aspect of Marchwas how the standard “value stocks” started to screen as “momentum” – those stocks that have registered the strongest performance over the past 12 months. Value, in fact, has been so strong, that the last time they screened as momentum was more than 5 years ago.</li>\n</ul>\n<p><img src=\"https://static.tigerbbs.com/4b8f03b27e94be3c947993777fe46d91\" tg-width=\"537\" tg-height=\"192\" referrerpolicy=\"no-referrer\"></p>\n<ul>\n <li>And it’s not just March. Value is the best performing factor strategy this year, up nearly 20%. It narrowly beat the performance of the highest levered stocks – those with the highest ratio of debt/total assets – curious bedfellows.</li>\n <li>Value itself is not a monolith. It comes in varying forms. For March, a strategy whereby you long stocks in the highest quartile for Ebitda/Enterprise ratios and short those in the lowest quartile returned more than 9%.&nbsp; However, that same strategy in March of last year was the 3rd-worst performing among the 30 factors covered by S&amp;P Global, which could mean some old-fashion mean reversion could have been at play after years of underperformance in the value category.</li>\n</ul>\n<p><img src=\"https://static.tigerbbs.com/a753605a6759d9162a39c2c29cbb5763\" tg-width=\"906\" tg-height=\"424\" referrerpolicy=\"no-referrer\"></p>\n<p><i>Source: S&amp;P Global</i></p>\n<ul>\n <li>We looked at some specific stocks that performed well, just using the Seeking Alphascreener paired with our proprietary Quant ratings, which happen to have atrack record of outperformancesince inception in 2010. We screened for stocks in the U.S., with more than $500 million market cap, a value rating of A or greater that screened with a bullish or very bullish quant rating.</li>\n</ul>\n<p><img src=\"https://static.tigerbbs.com/92f4e08c81e69bcc72ab4bbe4b6d3386\" tg-width=\"1084\" tg-height=\"472\" referrerpolicy=\"no-referrer\"></p>\n<ul>\n <li>The top 5 performing names in March that screened in the above criteria at the beginning of March registered more than 15% returns in the month, led by TimkenSteel(NYSE:TMST)at 40%, Amneal Pharma(NYSE:AMRX), Resideo Technologies(NYSE:REZI), Super Micro Computer(NASDAQ:SMCI)and Jabil(NYSE:JBL). That compares to the S&amp;P ‘s 4.26% return.</li>\n</ul>\n<p><img src=\"https://static.tigerbbs.com/0b1888173c43e95e5960c33d68bbb0fc\" tg-width=\"578\" tg-height=\"660\" referrerpolicy=\"no-referrer\"></p>\n<ul>\n <li>Of note, 3 of the 12 highest performing names were homebuilders, though their ratings weren’t lifted to a bullish rating until a third of the month had passed. One, Green Brick(NASDAQ:GRBK), was featured among the best value picks by Seeking Alpha's&nbsp;head of quantitative strategies, Steven Cress, in his September discussionabout how many value names screened better than mega-cap tech, like Microsoft(NASDAQ:MSFT)and Apple(NASDAQ:AAPL).</li>\n <li>Beyond picking individual stocks, allocating to ETFs that focused on this strategy would have yielded an approximate 6.3% return, outperforming the S&amp;P 500(SP500)by 200bps. The largest value ETFs, found viaSA’s ETF screener,include Vanguard Value ETF(NYSEARCA:VTV), iShares S&amp;P 500 value ETF(NYSEARCA:IVE)&nbsp; and SPDR Portfolio S&amp;P 500 value ETF(NYSEARCA:SPYV), with performance across the instruments of 6.3% during March. That compared with the Vanguard S&amp;P 500 ETF&nbsp;(NYSEARCA:VOO)up 2.75% on the month.</li>\n</ul>\n<ul>\n <li>Another value ETF, the iShares Russell 1000 Value ETF(NYSEARCA:IWD), lagged at 4.9%. Hamstringing its performance was likely the higher concentration in tech, which was impacted by the aforementioned treasury selloff this month. Higher interest rates hit growth names particularly hard. Compared to VTV, which boasts 3x more of a concentration in financials than in tech, IWD is nearer to 2x. The tech-heavy Nasdaq composite rose just 0.4% in March. The Invesco QQQ ETF(NASDAQ:QQQ), which tracks large cap tech, was down 1.6% on the month.</li>\n</ul>\n<p>The Future</p>\n<ul>\n <li>And how does that set up for April? Something to consider is seasonality --not surprising given the beginning of earnings season in just two weeks, which may set the tone. It is also bullish: Since 1928, April is the second-best month of average returns of the year, BofA analysts wrote this week.</li>\n <li>And on a shorter-term horizon, there is seasonality intra-month. The analysts also surfaced research that the first 10 days of each month typically outperform the last 10. That pattern for January-March has already held. But for April more broadly, LPL Financial’s Ryan Detrick highlighted that in the last 15 years, the S&amp;P 500 has closed higher in 14 of those 15 Aprils.</li>\n <li>That isn’t to say that value specifically will outperform, but it speaks broadly to market and portfolio performance. Morgan Stanley in a late March note remarked that “violent rotations” left many portfolios “gored” this year despite the fact that the rotations themselves were “fundamentally triggered.” They upgraded Consumer Staples names as part of that note to account for their expectations that inflation, personal income and GDP rates of growth will slow in the quarter/quarter and year/year comparisons to come.</li>\n <li>If you believe, like JP Morgan analysts, that the trends for value will remain intact and that the risks for a pullback are low, it may be worth screening some stocks to determine the best opportunity for your portfolio.</li>\n <li>When we conducted an analysis with the highest quant rating using the above screen criteria (expanded to include names outside the U.S.) the stocks appear to your humble author to be bets on a global recovery. Shipowner Danaos Corp.(NYSE:DAC), Resolute Forest Products(NYSE:RFP), TimkenSteel (TMST), publisher Gannett Co.(NYSE:GCI)and Barclays PLC(NYSE:BCS). Danaos just so happens to be relevant to therecent Suez Canal blockage.</li>\n <li>For those who fancy stocks with a heftier market cap (i.e. &gt;$5B), BNP Paribas(OTCQX:BNPQY), Impala Platinum(OTCQX:IMPUY), ING Groep(NYSE:ING)and Vale S.A.(NYSE:VALE)are among those on the list; cyclical names if you had to name any.</li>\n</ul>\n<p><img src=\"https://static.tigerbbs.com/93d46ccc40c50c865d9caa7e49cbfe9e\" tg-width=\"1064\" tg-height=\"352\" referrerpolicy=\"no-referrer\"></p>\n<ul>\n <li>Stocks screened in a vacuum may not make sense without looking more broadly. BNP Paribas in its latest outlook piece is &nbsp;“more optimistic” about global growth than they were 3 months ago, with U.S. forecasts “up sharply.” And just this past week, U.S. President Bidenput forth an ambitious infrastructure plan, which calls for additional stimulus to be added to the economy. Naturally, it is subject to political will and there are risks it dies on the vine or passes the Senate in some slimmed down version. But BofA, in discussing the prospects for further stimulus, advised owning GDP-sensitive cyclical stocks, that are strong on value, and benefit from higher capital expenditures.</li>\n <li>Stay tuned next month for another look at the best stocks and strategies. There’s also something to be gleaned by how at year-end, thesame companies keep making appearances&nbsp; on the winners and losers lists.</li>\n</ul>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Lion? Lamb? March's best stocks, strategies into April</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\">\nLion? Lamb? March's best stocks, strategies into April\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-04-02 08:53 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/news/3678351-march-best-stocks-strategies-april><strong>seeking alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Not your typical March as the month came 'in like a lamb, and out like a lion.' No, we aren’tdiscussing precipitation in March, but the precipitous equity market behavior for the U.S stock market on ...</p>\n\n<a href=\"https://seekingalpha.com/news/3678351-march-best-stocks-strategies-april\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".DJI":"道琼斯","SPY":"标普500ETF",".SPX":"S&P 500 Index",".IXIC":"NASDAQ Composite"},"source_url":"https://seekingalpha.com/news/3678351-march-best-stocks-strategies-april","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1126549174","content_text":"Not your typical March as the month came 'in like a lamb, and out like a lion.' No, we aren’tdiscussing precipitation in March, but the precipitous equity market behavior for the U.S stock market on the precipice of all-time highs and what that means for the top stocks moving into April.\nThe inverse of the ancient meteorological proverb aptly describes this past month’shedge fund blowup, a once-in-a generationcanal blockageof worldwide trade, aFed pivot, a treasurymarket selloff, historicelectric vehicleandmarijuana legislation, SPAC-mania, the 1-year anniversary of the pandemic-fueled market selloff and a 6% monthly trough to peak move in the S&P 500(NYSEARCA:SPY). That led high beta names to lag in the latter half. But what strategy or selection of stocks would have served you best for the month?\n\n\nHigh beta stocks lagged more stable names toward month-end\n\nThe exogenous events described above can throw a wrench into any defined strategy, whether you’re a value or growth investor, play momentum, sentiment, technicals or earnings revisions, or just buy what you know. What explicit strategy would have told you to be long Hartford Financial(NYSE:HIG), Nucor(NYSE:NUE)or Kansas City Southern(NYSE:KSU), and either short or unexposed to Penn National, Discovery Inc.(NASDAQ:DISCA)and Viacom(NASDAQ:VIAC), the respective winners and losers in the S&P 500 in March?\nThe answer for the above six is insider trading, which we do not condone for obvious reasons.M&A(twice), aboveconsensus earnings,political uncertaintyandhedge fund implosionsdictated the above fortunes and misfortunes.\nBut to outperform the broader market, the answer this month was value investing. So much so, thatone fascinating aspect of Marchwas how the standard “value stocks” started to screen as “momentum” – those stocks that have registered the strongest performance over the past 12 months. Value, in fact, has been so strong, that the last time they screened as momentum was more than 5 years ago.\n\n\n\nAnd it’s not just March. Value is the best performing factor strategy this year, up nearly 20%. It narrowly beat the performance of the highest levered stocks – those with the highest ratio of debt/total assets – curious bedfellows.\nValue itself is not a monolith. It comes in varying forms. For March, a strategy whereby you long stocks in the highest quartile for Ebitda/Enterprise ratios and short those in the lowest quartile returned more than 9%.  However, that same strategy in March of last year was the 3rd-worst performing among the 30 factors covered by S&P Global, which could mean some old-fashion mean reversion could have been at play after years of underperformance in the value category.\n\n\nSource: S&P Global\n\nWe looked at some specific stocks that performed well, just using the Seeking Alphascreener paired with our proprietary Quant ratings, which happen to have atrack record of outperformancesince inception in 2010. We screened for stocks in the U.S., with more than $500 million market cap, a value rating of A or greater that screened with a bullish or very bullish quant rating.\n\n\n\nThe top 5 performing names in March that screened in the above criteria at the beginning of March registered more than 15% returns in the month, led by TimkenSteel(NYSE:TMST)at 40%, Amneal Pharma(NYSE:AMRX), Resideo Technologies(NYSE:REZI), Super Micro Computer(NASDAQ:SMCI)and Jabil(NYSE:JBL). That compares to the S&P ‘s 4.26% return.\n\n\n\nOf note, 3 of the 12 highest performing names were homebuilders, though their ratings weren’t lifted to a bullish rating until a third of the month had passed. One, Green Brick(NASDAQ:GRBK), was featured among the best value picks by Seeking Alpha's head of quantitative strategies, Steven Cress, in his September discussionabout how many value names screened better than mega-cap tech, like Microsoft(NASDAQ:MSFT)and Apple(NASDAQ:AAPL).\nBeyond picking individual stocks, allocating to ETFs that focused on this strategy would have yielded an approximate 6.3% return, outperforming the S&P 500(SP500)by 200bps. The largest value ETFs, found viaSA’s ETF screener,include Vanguard Value ETF(NYSEARCA:VTV), iShares S&P 500 value ETF(NYSEARCA:IVE)  and SPDR Portfolio S&P 500 value ETF(NYSEARCA:SPYV), with performance across the instruments of 6.3% during March. That compared with the Vanguard S&P 500 ETF (NYSEARCA:VOO)up 2.75% on the month.\n\n\nAnother value ETF, the iShares Russell 1000 Value ETF(NYSEARCA:IWD), lagged at 4.9%. Hamstringing its performance was likely the higher concentration in tech, which was impacted by the aforementioned treasury selloff this month. Higher interest rates hit growth names particularly hard. Compared to VTV, which boasts 3x more of a concentration in financials than in tech, IWD is nearer to 2x. The tech-heavy Nasdaq composite rose just 0.4% in March. The Invesco QQQ ETF(NASDAQ:QQQ), which tracks large cap tech, was down 1.6% on the month.\n\nThe Future\n\nAnd how does that set up for April? Something to consider is seasonality --not surprising given the beginning of earnings season in just two weeks, which may set the tone. It is also bullish: Since 1928, April is the second-best month of average returns of the year, BofA analysts wrote this week.\nAnd on a shorter-term horizon, there is seasonality intra-month. The analysts also surfaced research that the first 10 days of each month typically outperform the last 10. That pattern for January-March has already held. But for April more broadly, LPL Financial’s Ryan Detrick highlighted that in the last 15 years, the S&P 500 has closed higher in 14 of those 15 Aprils.\nThat isn’t to say that value specifically will outperform, but it speaks broadly to market and portfolio performance. Morgan Stanley in a late March note remarked that “violent rotations” left many portfolios “gored” this year despite the fact that the rotations themselves were “fundamentally triggered.” They upgraded Consumer Staples names as part of that note to account for their expectations that inflation, personal income and GDP rates of growth will slow in the quarter/quarter and year/year comparisons to come.\nIf you believe, like JP Morgan analysts, that the trends for value will remain intact and that the risks for a pullback are low, it may be worth screening some stocks to determine the best opportunity for your portfolio.\nWhen we conducted an analysis with the highest quant rating using the above screen criteria (expanded to include names outside the U.S.) the stocks appear to your humble author to be bets on a global recovery. Shipowner Danaos Corp.(NYSE:DAC), Resolute Forest Products(NYSE:RFP), TimkenSteel (TMST), publisher Gannett Co.(NYSE:GCI)and Barclays PLC(NYSE:BCS). Danaos just so happens to be relevant to therecent Suez Canal blockage.\nFor those who fancy stocks with a heftier market cap (i.e. >$5B), BNP Paribas(OTCQX:BNPQY), Impala Platinum(OTCQX:IMPUY), ING Groep(NYSE:ING)and Vale S.A.(NYSE:VALE)are among those on the list; cyclical names if you had to name any.\n\n\n\nStocks screened in a vacuum may not make sense without looking more broadly. BNP Paribas in its latest outlook piece is  “more optimistic” about global growth than they were 3 months ago, with U.S. forecasts “up sharply.” And just this past week, U.S. President Bidenput forth an ambitious infrastructure plan, which calls for additional stimulus to be added to the economy. Naturally, it is subject to political will and there are risks it dies on the vine or passes the Senate in some slimmed down version. But BofA, in discussing the prospects for further stimulus, advised owning GDP-sensitive cyclical stocks, that are strong on value, and benefit from higher capital expenditures.\nStay tuned next month for another look at the best stocks and strategies. There’s also something to be gleaned by how at year-end, thesame companies keep making appearances  on the winners and losers lists.","news_type":1},"isVote":1,"tweetType":1,"viewCount":75,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3579640404391166","authorId":"3579640404391166","name":"Dree91","avatar":"https://static.tigerbbs.com/e08fc9c98b4a247f7123a7b3a3c93d35","crmLevel":1,"crmLevelSwitch":0,"idStr":"3579640404391166","authorIdStr":"3579640404391166"},"content":"Reply My Comment?","text":"Reply My Comment?","html":"Reply My Comment?"}],"imageCount":0,"langContent":"EN","totalScore":0},{"id":370861043425288,"gmtCreate":1731560318093,"gmtModify":1731561150028,"author":{"id":"3560139863772426","authorId":"3560139863772426","name":"Jon777","avatar":"https://static.tigerbbs.com/dfb83fe0ad88b21f2f1625bb19368212","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3560139863772426","authorIdStr":"3560139863772426"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/OPT/MARA 20241220 18.0 PUT\">$MARA 20241220 18.0 PUT$</a> Closed this after a correction in the crypto bull run.&nbsp; Looking for the next opportunity to ride to 100k for Bitcoin&nbsp;","listText":"<a href=\"https://ttm.financial/OPT/MARA 20241220 18.0 PUT\">$MARA 20241220 18.0 PUT$</a> Closed this after a correction in the crypto bull run.&nbsp; Looking for the next opportunity to ride to 100k for Bitcoin&nbsp;","text":"$MARA 20241220 18.0 PUT$ Closed this after a correction in the crypto bull run. Looking for the next opportunity to ride to 100k for Bitcoin","images":[{"img":"https://community-static.tradeup.com/news/34ef7d8ec876c8caf6f7dc287bbbf5a0","width":"1086","height":"1713"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":2,"repostSize":1,"link":"https://ttm.financial/post/370861043425288","isVote":1,"tweetType":1,"viewCount":792,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3568955227146831","authorId":"3568955227146831","name":"Euji","avatar":"https://static.tigerbbs.com/0e5e73d5001b76d4a6212df830ddb170","crmLevel":2,"crmLevelSwitch":0,"idStr":"3568955227146831","authorIdStr":"3568955227146831"},"content":"Who would buy at the option to sell at $18?! [Surprised]","text":"Who would buy at the option to sell at $18?! [Surprised]","html":"Who would buy at the option to sell at $18?! [Surprised]"}],"imageCount":1,"langContent":"EN","totalScore":0},{"id":367538412,"gmtCreate":1614957257536,"gmtModify":1704777521621,"author":{"id":"3560139863772426","authorId":"3560139863772426","name":"Jon777","avatar":"https://static.tigerbbs.com/dfb83fe0ad88b21f2f1625bb19368212","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3560139863772426","authorIdStr":"3560139863772426"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/TSLA\">$Tesla Motors(TSLA)$</a>Hold","listText":"<a href=\"https://laohu8.com/S/TSLA\">$Tesla Motors(TSLA)$</a>Hold","text":"$Tesla Motors(TSLA)$Hold","images":[{"img":"https://static.tigerbbs.com/1cdc01358f5c6da48d9cee237c1fd8ab","width":"1242","height":"1767"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":10,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/367538412","isVote":1,"tweetType":1,"viewCount":9,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":352622261,"gmtCreate":1616970427153,"gmtModify":1704800182837,"author":{"id":"3560139863772426","authorId":"3560139863772426","name":"Jon777","avatar":"https://static.tigerbbs.com/dfb83fe0ad88b21f2f1625bb19368212","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3560139863772426","authorIdStr":"3560139863772426"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/NIO\">$NIO Inc.(NIO)$</a>Hold or add more","listText":"<a href=\"https://laohu8.com/S/NIO\">$NIO Inc.(NIO)$</a>Hold or add more","text":"$NIO Inc.(NIO)$Hold or add more","images":[{"img":"https://static.tigerbbs.com/ec59384272570c60c5f8a5ade86f6aff","width":"1242","height":"1767"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":1,"link":"https://ttm.financial/post/352622261","isVote":1,"tweetType":1,"viewCount":322,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":320304282,"gmtCreate":1615008381446,"gmtModify":1704778167520,"author":{"id":"3560139863772426","authorId":"3560139863772426","name":"Jon777","avatar":"https://static.tigerbbs.com/dfb83fe0ad88b21f2f1625bb19368212","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3560139863772426","authorIdStr":"3560139863772426"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/NIO\">$NIO Inc.(NIO)$</a>?✋","listText":"<a href=\"https://laohu8.com/S/NIO\">$NIO Inc.(NIO)$</a>?✋","text":"$NIO Inc.(NIO)$?✋","images":[{"img":"https://static.tigerbbs.com/5c1f277cff6bca48edc5bc0e4288f091","width":"1242","height":"1767"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/320304282","isVote":1,"tweetType":1,"viewCount":9,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":384052761,"gmtCreate":1613596365253,"gmtModify":1704882514966,"author":{"id":"3560139863772426","authorId":"3560139863772426","name":"Jon777","avatar":"https://static.tigerbbs.com/dfb83fe0ad88b21f2f1625bb19368212","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3560139863772426","authorIdStr":"3560139863772426"},"themes":[],"htmlText":"Good company with Bitcoin&nbsp;","listText":"Good company with Bitcoin&nbsp;","text":"Good company with Bitcoin","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/384052761","repostId":"1109567373","repostType":4,"repost":{"id":"1109567373","kind":"news","pubTimestamp":1613557874,"share":"https://ttm.financial/m/news/1109567373?lang=&edition=fundamental","pubTime":"2021-02-17 18:31","market":"us","language":"en","title":"PayPal Is Now Worth More Than Mastercard. Why It May Extend Its Lead.","url":"https://stock-news.laohu8.com/highlight/detail?id=1109567373","media":"Barrons","summary":"Investors can’t get enough of PayPal Holdings,pushing its market value past Mastercard‘s.\nShares of ","content":"<p>Investors can’t get enough of&nbsp;PayPal Holdings,pushing its market value past&nbsp;Mastercard‘s.</p>\n<p>Shares of PayPal (ticker: PYPL) have rocketed 31% this year, including a 2.7% gain on Tuesday, to around $306. PayPal’s market value is now $359 billion.Mastercard‘s equity, meanwhile, was worth $339 billion at recent prices around $341.</p>\n<p>Mastercard (MA) andVisa(V), the two major card-processing networks, have been hurt by a slowdown in payment volumes related to the pandemic, particularly in highly profitable cross-border transactions. Both stocks are down around 4% this year and are largely flat over the past 52 weeks.</p>\n<p>PayPal, on the other hand, got a lift as the pandemic sent shoppers online and fueled a surge in digital payments. The company is also developing new revenue streams, aiming to become a digital payments “super app,” expanding into everything from Bitcoin to in-store QR-codes, international money transfers, and new peer-to-peer (P2P) services.</p>\n<p>PayPal outlined its five-year strategy in a presentation to investors last week. And some analysts were clearly impressed. Lisa Ellis of MoffettNathanson raised her price target on the stock to $350, reflecting a variety of sources of growth.</p>\n<p>Just about every facet of the business may bepoisedto double over the next five years. PayPal expects to have 750 million active accounts by 2025, up from 377 million now. It sees total payments volume expanding at a 25% annualized rate, reaching $2.8 trillion by 2025.&nbsp; Revenues are expected to hit more than $50 billion, up from an estimated $25.6 billion this year.</p>\n<p>PayPal also expects to boost adjusted operating margins from 25% to 28%, and sees earnings per share rising an average 22% a year. It’s planning to generate $40 billion in free cash flow over the next five years, targeting 30% to 40% for share repurchases.</p>\n<p>As Ellis points out, PayPal has several stepping stones to hit those targets. One is a new service called Buy Now Pay Later, an interest-free installment plan for consumer purchases. The service is gaining traction, with $750 million of transaction volume in the fourth quarter.</p>\n<p>Anothergrowth driveris cryptocurrencies. PayPal users can now buy and store Bitcoin and other cryptocurrencies on its app. The company aims to allow crypto to be used as a funding source with the 28 million merchants on its platform, acting as a middleman between consumers and businesses. Bitcoinhit a record$50,000 on Tuesday, up 75% this year, and it appears to be driving greater usage of PayPal, which could ultimately lead to higher average revenue per customer.</p>\n<p>PayPal also aims to use its Venmo P2P service as a platform for consumer-to-business payments. And PayPal is making inroads with brick-and-mortar merchants through QR technology for contactless payments in stores.</p>\n<p>Does all of this warrant a higher market value and a steep premium to Mastercard stock? The card network is actually expected to lift revenue and profits at a faster pace in fiscal 2021, according to Ellis, growing revenue 21.7% versus 19% for PayPal. She also sees Mastercard’s earnings per share rising 33.3% versus 17.5% for PayPal’s.</p>\n<p>But the five-year outlook is clearly more favorable for PayPal, with revenue rising 21% a year, compared with 15% for Mastercard, and earnings compounding at a 22% rate, versus 17% for Mastercard.</p>\n<p>The question is whether PayPal’s valuation is getting too rich. At 67 times estimated 2021 per-share earnings, PayPal stock is trading nearly three times more expensive than the S&amp;P 500’s P/E ratio of 23 times earnings. Mastercard goes for 42 times 2021 earnings.</p>\n<p>Nonetheless, Wall Street can’t seem to catch up with PayPal’s fast-rising stock. The average target for the stock price is $309, less than 2% above the recent level.</p>\n<p>“You have to appreciate the earnings power in the model,” says Wedbush analyst Moshe Katri, who maintained a $300 target on the stock after the presentation last week. “The more they’re able to expand user engagement and get to point where users keep going back and using its products, the more the user fees can go up.”</p>\n<p>Whether that means the stock can keep climbing will depend on how quickly it can turn into the super-app that Wall Street has come to expect.</p>","source":"lsy1601382232898","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>PayPal Is Now Worth More Than Mastercard. Why It May Extend Its Lead.</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nPayPal Is Now Worth More Than Mastercard. Why It May Extend Its Lead.\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-02-17 18:31 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.barrons.com/articles/paypal-is-now-worth-more-than-mastercard-why-it-may-extend-its-lead-51613506791?mod=hp_DAY_1><strong>Barrons</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Investors can’t get enough of PayPal Holdings,pushing its market value past Mastercard‘s.\nShares of PayPal (ticker: PYPL) have rocketed 31% this year, including a 2.7% gain on Tuesday, to around $306....</p>\n\n<a href=\"https://www.barrons.com/articles/paypal-is-now-worth-more-than-mastercard-why-it-may-extend-its-lead-51613506791?mod=hp_DAY_1\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"PYPL":"PayPal","MA":"万事达"},"source_url":"https://www.barrons.com/articles/paypal-is-now-worth-more-than-mastercard-why-it-may-extend-its-lead-51613506791?mod=hp_DAY_1","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1109567373","content_text":"Investors can’t get enough of PayPal Holdings,pushing its market value past Mastercard‘s.\nShares of PayPal (ticker: PYPL) have rocketed 31% this year, including a 2.7% gain on Tuesday, to around $306. PayPal’s market value is now $359 billion.Mastercard‘s equity, meanwhile, was worth $339 billion at recent prices around $341.\nMastercard (MA) andVisa(V), the two major card-processing networks, have been hurt by a slowdown in payment volumes related to the pandemic, particularly in highly profitable cross-border transactions. Both stocks are down around 4% this year and are largely flat over the past 52 weeks.\nPayPal, on the other hand, got a lift as the pandemic sent shoppers online and fueled a surge in digital payments. The company is also developing new revenue streams, aiming to become a digital payments “super app,” expanding into everything from Bitcoin to in-store QR-codes, international money transfers, and new peer-to-peer (P2P) services.\nPayPal outlined its five-year strategy in a presentation to investors last week. And some analysts were clearly impressed. Lisa Ellis of MoffettNathanson raised her price target on the stock to $350, reflecting a variety of sources of growth.\nJust about every facet of the business may bepoisedto double over the next five years. PayPal expects to have 750 million active accounts by 2025, up from 377 million now. It sees total payments volume expanding at a 25% annualized rate, reaching $2.8 trillion by 2025.  Revenues are expected to hit more than $50 billion, up from an estimated $25.6 billion this year.\nPayPal also expects to boost adjusted operating margins from 25% to 28%, and sees earnings per share rising an average 22% a year. It’s planning to generate $40 billion in free cash flow over the next five years, targeting 30% to 40% for share repurchases.\nAs Ellis points out, PayPal has several stepping stones to hit those targets. One is a new service called Buy Now Pay Later, an interest-free installment plan for consumer purchases. The service is gaining traction, with $750 million of transaction volume in the fourth quarter.\nAnothergrowth driveris cryptocurrencies. PayPal users can now buy and store Bitcoin and other cryptocurrencies on its app. The company aims to allow crypto to be used as a funding source with the 28 million merchants on its platform, acting as a middleman between consumers and businesses. Bitcoinhit a record$50,000 on Tuesday, up 75% this year, and it appears to be driving greater usage of PayPal, which could ultimately lead to higher average revenue per customer.\nPayPal also aims to use its Venmo P2P service as a platform for consumer-to-business payments. And PayPal is making inroads with brick-and-mortar merchants through QR technology for contactless payments in stores.\nDoes all of this warrant a higher market value and a steep premium to Mastercard stock? The card network is actually expected to lift revenue and profits at a faster pace in fiscal 2021, according to Ellis, growing revenue 21.7% versus 19% for PayPal. She also sees Mastercard’s earnings per share rising 33.3% versus 17.5% for PayPal’s.\nBut the five-year outlook is clearly more favorable for PayPal, with revenue rising 21% a year, compared with 15% for Mastercard, and earnings compounding at a 22% rate, versus 17% for Mastercard.\nThe question is whether PayPal’s valuation is getting too rich. At 67 times estimated 2021 per-share earnings, PayPal stock is trading nearly three times more expensive than the S&P 500’s P/E ratio of 23 times earnings. Mastercard goes for 42 times 2021 earnings.\nNonetheless, Wall Street can’t seem to catch up with PayPal’s fast-rising stock. The average target for the stock price is $309, less than 2% above the recent level.\n“You have to appreciate the earnings power in the model,” says Wedbush analyst Moshe Katri, who maintained a $300 target on the stock after the presentation last week. “The more they’re able to expand user engagement and get to point where users keep going back and using its products, the more the user fees can go up.”\nWhether that means the stock can keep climbing will depend on how quickly it can turn into the super-app that Wall Street has come to expect.","news_type":1},"isVote":1,"tweetType":1,"viewCount":22,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":381078694,"gmtCreate":1612917596818,"gmtModify":1704875964787,"author":{"id":"3560139863772426","authorId":"3560139863772426","name":"Jon777","avatar":"https://static.tigerbbs.com/dfb83fe0ad88b21f2f1625bb19368212","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3560139863772426","authorIdStr":"3560139863772426"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/NIO\">$NIO Inc.(NIO)$</a>Next stock that is going to Mars&nbsp;","listText":"<a href=\"https://laohu8.com/S/NIO\">$NIO Inc.(NIO)$</a>Next stock that is going to Mars&nbsp;","text":"$NIO Inc.(NIO)$Next stock that is going to Mars","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":3,"repostSize":0,"link":"https://ttm.financial/post/381078694","isVote":1,"tweetType":1,"viewCount":186,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3560330639884684","authorId":"3560330639884684","name":"雪莉徐","avatar":"https://static.tigerbbs.com/ecb2d5d5c88f1cb7591c4a31c4310726","crmLevel":1,"crmLevelSwitch":0,"idStr":"3560330639884684","authorIdStr":"3560330639884684"},"content":"Let’s wait and see","text":"Let’s wait and see","html":"Let’s wait and see"}],"imageCount":0,"langContent":"EN","totalScore":0},{"id":383805057,"gmtCreate":1612861586879,"gmtModify":1704875047411,"author":{"id":"3560139863772426","authorId":"3560139863772426","name":"Jon777","avatar":"https://static.tigerbbs.com/dfb83fe0ad88b21f2f1625bb19368212","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3560139863772426","authorIdStr":"3560139863772426"},"themes":[],"htmlText":"Bitcoin to 100K?!? ???","listText":"Bitcoin to 100K?!? ???","text":"Bitcoin to 100K?!? ???","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/383805057","repostId":"2110059821","repostType":4,"repost":{"id":"2110059821","kind":"news","pubTimestamp":1612856757,"share":"https://ttm.financial/m/news/2110059821?lang=&edition=fundamental","pubTime":"2021-02-09 15:45","market":"us","language":"en","title":"Tesla Boots the Bitcoin Bandwagon Closer to Corporate America","url":"https://stock-news.laohu8.com/highlight/detail?id=2110059821","media":"Bloomberg","summary":"Other corporate treasurers will invest in Bitcoin: FundstratBitcoin surged to a record Tuesday after","content":"<ul><li>Other corporate treasurers will invest in Bitcoin: Fundstrat</li><li>Bitcoin surged to a record Tuesday after Tesla investment</li></ul><p>Tesla Inc.’s purchase of $1.5 billion in Bitcoin may have forced cryptocurrencies onto the agenda of corporate treasurers worldwide.</p><p>While crypto acolytes have been saying for some time that corporate adoption is imminent, in reality it had been limited to firms such as MicroStrategy Inc. and Square Inc. Tesla getting involved -- the fourth biggest company in the S&amp;P 500 and helmed by the world’s&nbsp;richest&nbsp;man -- brings the discussion to the big leagues.</p><p>“We see fundamental reasons for corporate crypto treasury exposure and expect others to follow suit,” wrote strategists at Fundstrat GlobalAdvisorsincluding David Grider on Monday, citing increased payment acceptance and the threat of disruption from blockchain. “We don’t think this happens overnight, but we do think there’s much more room for corporate treasury penetration and expect the trend to continue.”</p><p><img src=\"https://static.tigerbbs.com/711d0b6d8a3fa75eb5a76824ac3d17e7\" tg-width=\"1200\" tg-height=\"675\" referrerpolicy=\"no-referrer\"></p><p>Bitcoin hit a fresh record above $47,000 on Tuesday after Tesla signaled its intent to begin accepting the cryptocurrency as a form of payment. It quadrupled last year and is up another 60% so far this year amid endorsements from high-profile investors like Paul Tudor Jones and companies like&nbsp;PayPal Holdings Inc.</p><p>Still, though Tesla’s investment of $1.5 billion makes up about 8% of its most recent cash reserves, it’s a drop in the ocean compared to the holdings of America’s blue-chip corporates. The purchase is worth just 0.05% of the $2.79 trillion of cash and cash-equivalents held on the balance sheets of S&amp;P 500 members, according to data compiled by Bloomberg.</p><p><b>Too Risky</b></p><p>For the likes of treasurers, the asset class is just too risky, according to James Angel, an associate professor at Georgetown University. There is no compelling business case for Tesla, or any other corporation, to speculate in Bitcoin, he said in e-mailed comments.</p><p>“Corporate cash managers are generally quite conservative and invest corporate cash balances in safe liquid assets,” Angel said. “Bitcoin is highly volatile and can easily go up or down 10% in a day or 50% in a year -- certainly not a good short-term store of value.”</p><p>And while Tesla announced plans to accept Bitcoin for purchases, hardly anyone uses the cryptocurrency for anything beyond speculation. Data from New York-based blockchain researcher Chainalysis Inc. showed that only 1.3% of economic transactions came from merchants in the first four months of 2019.</p><p><b>Corporate Interest</b></p><p>Others disagree and insist there is growing interest from the corporate world. MicroStrategy’s CEO Michael Saylor last week hosted a seminar on corporate adoption and said beforehand that professionals from more than 1,400 firms&nbsp;were expected to join.</p><p>“Bitcoin as a corporate treasury asset is not yet a mainstream business strategy, but firms like MicroStrategy and now Tesla are highly visible advocates,” said Seamus Donoghue, vice president of sales and business development at digital infrastructure provider Metaco. “With such vocal sponsors leading corporate adoption, further adoption will follow much faster than currently expected.”</p><p>Some sectors may warm to Bitcoin more quickly than others, with tech firms and financial companies likely to be more disposed to the idea of digital currencies, according to Fundstrat.</p><p>“I wouldn’t be surprised to have an announcement from some of the tech giants Facebook or Google within the year,” said Amber Ghaddar, founder of fintech firm AllianceBlock. “But I think the road is still long for the more traditional treasurers.”</p>","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>Tesla Boots the Bitcoin Bandwagon Closer to Corporate America</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; 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overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nTesla Boots the Bitcoin Bandwagon Closer to Corporate America\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-02-09 15:45 GMT+8&nbsp;&nbsp;&nbsp;<a href=http://bloomberg.com/news/articles/2021-02-09/tesla-boots-the-bitcoin-bandwagon-closer-to-corporate-america?srnd=premium-asia><strong>Bloomberg</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Other corporate treasurers will invest in Bitcoin: FundstratBitcoin surged to a record Tuesday after Tesla investmentTesla Inc.’s purchase of $1.5 billion in Bitcoin may have forced cryptocurrencies ...</p>\n\n<a href=\"http://bloomberg.com/news/articles/2021-02-09/tesla-boots-the-bitcoin-bandwagon-closer-to-corporate-america?srnd=premium-asia\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://s.yimg.com/uu/api/res/1.2/5A53Wli54zP6QjdUieYHGA--~B/aD02NzU7dz0xMjAwO2FwcGlkPXl0YWNoeW9u/https://s.yimg.com/uu/api/res/1.2/W8IFMtFAnKekFX2UrITS9Q--~B/aD02NzU7dz0xMjAwO2FwcGlkPXl0YWNoeW9u/https://media.zenfs.com/en/bloomberg_markets_842/7818721c02b25e6b2e0efd4304e7a56b","relate_stocks":{"TSLA":"特斯拉","MSTR":"MicroStrategy","GBTC":"Grayscale Bitcoin Trust"},"source_url":"http://bloomberg.com/news/articles/2021-02-09/tesla-boots-the-bitcoin-bandwagon-closer-to-corporate-america?srnd=premium-asia","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2110059821","content_text":"Other corporate treasurers will invest in Bitcoin: FundstratBitcoin surged to a record Tuesday after Tesla investmentTesla Inc.’s purchase of $1.5 billion in Bitcoin may have forced cryptocurrencies onto the agenda of corporate treasurers worldwide.While crypto acolytes have been saying for some time that corporate adoption is imminent, in reality it had been limited to firms such as MicroStrategy Inc. and Square Inc. Tesla getting involved -- the fourth biggest company in the S&P 500 and helmed by the world’s richest man -- brings the discussion to the big leagues.“We see fundamental reasons for corporate crypto treasury exposure and expect others to follow suit,” wrote strategists at Fundstrat GlobalAdvisorsincluding David Grider on Monday, citing increased payment acceptance and the threat of disruption from blockchain. “We don’t think this happens overnight, but we do think there’s much more room for corporate treasury penetration and expect the trend to continue.”Bitcoin hit a fresh record above $47,000 on Tuesday after Tesla signaled its intent to begin accepting the cryptocurrency as a form of payment. It quadrupled last year and is up another 60% so far this year amid endorsements from high-profile investors like Paul Tudor Jones and companies like PayPal Holdings Inc.Still, though Tesla’s investment of $1.5 billion makes up about 8% of its most recent cash reserves, it’s a drop in the ocean compared to the holdings of America’s blue-chip corporates. The purchase is worth just 0.05% of the $2.79 trillion of cash and cash-equivalents held on the balance sheets of S&P 500 members, according to data compiled by Bloomberg.Too RiskyFor the likes of treasurers, the asset class is just too risky, according to James Angel, an associate professor at Georgetown University. There is no compelling business case for Tesla, or any other corporation, to speculate in Bitcoin, he said in e-mailed comments.“Corporate cash managers are generally quite conservative and invest corporate cash balances in safe liquid assets,” Angel said. “Bitcoin is highly volatile and can easily go up or down 10% in a day or 50% in a year -- certainly not a good short-term store of value.”And while Tesla announced plans to accept Bitcoin for purchases, hardly anyone uses the cryptocurrency for anything beyond speculation. Data from New York-based blockchain researcher Chainalysis Inc. showed that only 1.3% of economic transactions came from merchants in the first four months of 2019.Corporate InterestOthers disagree and insist there is growing interest from the corporate world. MicroStrategy’s CEO Michael Saylor last week hosted a seminar on corporate adoption and said beforehand that professionals from more than 1,400 firms were expected to join.“Bitcoin as a corporate treasury asset is not yet a mainstream business strategy, but firms like MicroStrategy and now Tesla are highly visible advocates,” said Seamus Donoghue, vice president of sales and business development at digital infrastructure provider Metaco. “With such vocal sponsors leading corporate adoption, further adoption will follow much faster than currently expected.”Some sectors may warm to Bitcoin more quickly than others, with tech firms and financial companies likely to be more disposed to the idea of digital currencies, according to Fundstrat.“I wouldn’t be surprised to have an announcement from some of the tech giants Facebook or Google within the year,” said Amber Ghaddar, founder of fintech firm AllianceBlock. “But I think the road is still long for the more traditional treasurers.”","news_type":1},"isVote":1,"tweetType":1,"viewCount":141,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":314763118,"gmtCreate":1612375478034,"gmtModify":1704870488567,"author":{"id":"3560139863772426","authorId":"3560139863772426","name":"Jon777","avatar":"https://static.tigerbbs.com/dfb83fe0ad88b21f2f1625bb19368212","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3560139863772426","authorIdStr":"3560139863772426"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/NNDM\">$Nano Dimension(NNDM)$</a>????","listText":"<a href=\"https://laohu8.com/S/NNDM\">$Nano Dimension(NNDM)$</a>????","text":"$Nano Dimension(NNDM)$????","images":[{"img":"https://static.tigerbbs.com/f1d983d0519f8d91a2f6571c95552ec9","width":"1242","height":"1767"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/314763118","isVote":1,"tweetType":1,"viewCount":209,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":346256982,"gmtCreate":1618054433446,"gmtModify":1704706361720,"author":{"id":"3560139863772426","authorId":"3560139863772426","name":"Jon777","avatar":"https://static.tigerbbs.com/dfb83fe0ad88b21f2f1625bb19368212","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3560139863772426","authorIdStr":"3560139863772426"},"themes":[],"htmlText":"Online better might be a better option","listText":"Online better might be a better option","text":"Online better might be a better option","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/346256982","repostId":"2126333180","repostType":4,"repost":{"id":"2126333180","kind":"highlight","pubTimestamp":1617981480,"share":"https://ttm.financial/m/news/2126333180?lang=&edition=fundamental","pubTime":"2021-04-09 23:18","market":"us","language":"en","title":"Is Las Vegas Sands Stock a Buy?","url":"https://stock-news.laohu8.com/highlight/detail?id=2126333180","media":"Travis Hoium","summary":"This stock may not be an easy bet for investors.","content":"<p>The gambling industry has been completely decimated over the past year as the pandemic has shut down resorts around the world and caused consumers to be more cautious with their entertainment spending. But <b>Las Vegas Sands'</b> (NYSE:LVS) stock hasn't suffered much at all, falling only about 15% from peaks in early 2020, so there seems to be a recovery priced into the stock already.</p><p>Not only has casino revenue fallen over the past year, but online gambling has also become a very real competitor to the real-world casino. And Las Vegas Sands has almost no presence in that growing market. Is Las Vegas Sands now a value stock that will benefit from an economic recovery, or is this a company that the gambling world has passed by? Let's take a deeper look.</p><p><img src=\"https://g.foolcdn.com/image/?url=https%3A%2F%2Fg.foolcdn.com%2Feditorial%2Fimages%2F620394%2Fmacau-skyline-at-night.jpg&amp;w=700&amp;op=resize\" tg-width=\"700\" tg-height=\"466\" referrerpolicy=\"no-referrer\"></p><p>Image source: Getty Images.</p><h2>What Las Vegas Sands was</h2><p>The last year doesn't really tell us much about what operations will look like as they open again, so let's start by looking at what revenue and earnings before interest, taxes, depreciation, and amortization (EBITDA) -- a proxy for cash flow from a resort -- looked like pre-pandemic.</p><p><img src=\"https://media.ycharts.com/charts/97e580af14bb8b8047116844a20f91f0.png\" tg-width=\"720\" tg-height=\"435\" referrerpolicy=\"no-referrer\"></p><p>LVS Revenue (TTM) data by YCharts</p><p>At the end of 2019, Las Vegas Sands had an enterprise value (equity value plus debt outstanding) of $62.3 billion, or 11.3 times EBITDA. That'll be important to note as we talk about the company's future.</p><h2>The pandemic was a disaster</h2><p>No matter how you look at it, the pandemic has been a disaster for Las Vegas Sands. The company saw revenue drop nearly 75%, and EBITDA went negative.</p><p><img src=\"https://media.ycharts.com/charts/132bb8f99c55348febf8be9b64437e7f.png\" tg-width=\"720\" tg-height=\"435\" referrerpolicy=\"no-referrer\"></p><p>LVS Revenue (TTM) data by YCharts</p><p>While some casino companies have relied on the U.S. market, which hasn't been hit as hard as Asia, Las Vegas Sands was highly reliant on Asia, which has had many more restrictions due to COVID-19. And the company is selling its Las Vegas properties for $6.25 billion, so in the future, it will be 100% reliant on Asia when that deal is closed.</p><p>Relying on Asia can be a double-edged sword for casino operators. The market is extremely big and very profitable when operations are going well, but operators are also at the whim of government regulations and restrictions. Macao has gone through ups and downs depending on how open China's visas are to the region. Singapore pushed through a higher tax rate even after Las Vegas Sands committed to spending $3.3 billion to expand Marina Bay Sands.</p><p>If Macao and Singapore gambling returns to 2019 levels sometime late this year or early next year, it would be great for gambling operations, but there's no guarantee that will happen, and we could see a very slow recovery in some countries where vaccine roll-outs aren't going as fast as they are in the U.S.</p><h2>Missing out on internet gambling</h2><p>One of the bigger mistakes late CEO Sheldon Adelson made was fighting online gambling in the U.S. Las Vegas Sands didn't just fail to invest in the booming business; it actively fought its legalization. That puts the company well behind competitors.</p><p>In 2020, online gambling reached $1.4 billion to $1.5 billion in gross gambling revenue in the U.S, according to H2 Gambling Capital, making up 20% of the market. Revenue is expected to grow rapidly as sports betting and iGaming are expanded across the U.S. with some expecting revenue to more than double. Las Vegas Sands may miss the boat entirely.</p><h2>Is there any value in Las Vegas Sands?</h2><p>At today's stock price, Las Vegas Sands' enterprise value (EV) is $59.9 billion, not much lower than it was at the end of 2019 despite the pandemic.</p><p>Even if we disregard the sale of Las Vegas operations, it'll be very difficult for Las Vegas Sands to return to the 11.3 EV/EBITDA multiple by the end of 2021. If Asian gamblers don't return in droves, the company may not reach 2019 EBITDA levels for years.</p><p>As we've seen, real growth in the gambling industry is in online gambling. What I'm most worried about is that Las Vegas Sands has no presence in that business. That's why Las Vegas Sands stock isn't a buy today, but given the potential for a sharp pandemic recovery in 2021, I wouldn't short the stock either.</p>","source":"fool_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Is Las Vegas Sands Stock a Buy?</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nIs Las Vegas Sands Stock a Buy?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-04-09 23:18 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2021/04/09/is-las-vegas-sands-stock-a-buy/><strong>Travis Hoium</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>The gambling industry has been completely decimated over the past year as the pandemic has shut down resorts around the world and caused consumers to be more cautious with their entertainment spending...</p>\n\n<a href=\"https://www.fool.com/investing/2021/04/09/is-las-vegas-sands-stock-a-buy/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LVS":"金沙集团"},"source_url":"https://www.fool.com/investing/2021/04/09/is-las-vegas-sands-stock-a-buy/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2126333180","content_text":"The gambling industry has been completely decimated over the past year as the pandemic has shut down resorts around the world and caused consumers to be more cautious with their entertainment spending. But Las Vegas Sands' (NYSE:LVS) stock hasn't suffered much at all, falling only about 15% from peaks in early 2020, so there seems to be a recovery priced into the stock already.Not only has casino revenue fallen over the past year, but online gambling has also become a very real competitor to the real-world casino. And Las Vegas Sands has almost no presence in that growing market. Is Las Vegas Sands now a value stock that will benefit from an economic recovery, or is this a company that the gambling world has passed by? Let's take a deeper look.Image source: Getty Images.What Las Vegas Sands wasThe last year doesn't really tell us much about what operations will look like as they open again, so let's start by looking at what revenue and earnings before interest, taxes, depreciation, and amortization (EBITDA) -- a proxy for cash flow from a resort -- looked like pre-pandemic.LVS Revenue (TTM) data by YChartsAt the end of 2019, Las Vegas Sands had an enterprise value (equity value plus debt outstanding) of $62.3 billion, or 11.3 times EBITDA. That'll be important to note as we talk about the company's future.The pandemic was a disasterNo matter how you look at it, the pandemic has been a disaster for Las Vegas Sands. The company saw revenue drop nearly 75%, and EBITDA went negative.LVS Revenue (TTM) data by YChartsWhile some casino companies have relied on the U.S. market, which hasn't been hit as hard as Asia, Las Vegas Sands was highly reliant on Asia, which has had many more restrictions due to COVID-19. And the company is selling its Las Vegas properties for $6.25 billion, so in the future, it will be 100% reliant on Asia when that deal is closed.Relying on Asia can be a double-edged sword for casino operators. The market is extremely big and very profitable when operations are going well, but operators are also at the whim of government regulations and restrictions. Macao has gone through ups and downs depending on how open China's visas are to the region. Singapore pushed through a higher tax rate even after Las Vegas Sands committed to spending $3.3 billion to expand Marina Bay Sands.If Macao and Singapore gambling returns to 2019 levels sometime late this year or early next year, it would be great for gambling operations, but there's no guarantee that will happen, and we could see a very slow recovery in some countries where vaccine roll-outs aren't going as fast as they are in the U.S.Missing out on internet gamblingOne of the bigger mistakes late CEO Sheldon Adelson made was fighting online gambling in the U.S. Las Vegas Sands didn't just fail to invest in the booming business; it actively fought its legalization. That puts the company well behind competitors.In 2020, online gambling reached $1.4 billion to $1.5 billion in gross gambling revenue in the U.S, according to H2 Gambling Capital, making up 20% of the market. Revenue is expected to grow rapidly as sports betting and iGaming are expanded across the U.S. with some expecting revenue to more than double. Las Vegas Sands may miss the boat entirely.Is there any value in Las Vegas Sands?At today's stock price, Las Vegas Sands' enterprise value (EV) is $59.9 billion, not much lower than it was at the end of 2019 despite the pandemic.Even if we disregard the sale of Las Vegas operations, it'll be very difficult for Las Vegas Sands to return to the 11.3 EV/EBITDA multiple by the end of 2021. If Asian gamblers don't return in droves, the company may not reach 2019 EBITDA levels for years.As we've seen, real growth in the gambling industry is in online gambling. What I'm most worried about is that Las Vegas Sands has no presence in that business. That's why Las Vegas Sands stock isn't a buy today, but given the potential for a sharp pandemic recovery in 2021, I wouldn't short the stock either.","news_type":1},"isVote":1,"tweetType":1,"viewCount":290,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":352015343,"gmtCreate":1616829585282,"gmtModify":1704799485479,"author":{"id":"3560139863772426","authorId":"3560139863772426","name":"Jon777","avatar":"https://static.tigerbbs.com/dfb83fe0ad88b21f2f1625bb19368212","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3560139863772426","authorIdStr":"3560139863772426"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/NIO\">$NIO Inc.(NIO)$</a>Long term hold","listText":"<a href=\"https://laohu8.com/S/NIO\">$NIO Inc.(NIO)$</a>Long term hold","text":"$NIO Inc.(NIO)$Long term hold","images":[{"img":"https://static.tigerbbs.com/80ac98d472cb0ed6b5ce27b366e4e624","width":"1242","height":"1767"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/352015343","isVote":1,"tweetType":1,"viewCount":395,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":389265563,"gmtCreate":1612779027952,"gmtModify":1704874067266,"author":{"id":"3560139863772426","authorId":"3560139863772426","name":"Jon777","avatar":"https://static.tigerbbs.com/dfb83fe0ad88b21f2f1625bb19368212","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3560139863772426","authorIdStr":"3560139863772426"},"themes":[],"htmlText":"To the moon","listText":"To the moon","text":"To the moon","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/389265563","repostId":"1146599524","repostType":4,"repost":{"id":"1146599524","kind":"news","pubTimestamp":1612778385,"share":"https://ttm.financial/m/news/1146599524?lang=&edition=fundamental","pubTime":"2021-02-08 17:59","market":"us","language":"en","title":"Amazon Sends a Clear Message–the Future Is in The Cloud","url":"https://stock-news.laohu8.com/highlight/detail?id=1146599524","media":"Barrons","summary":"Everyone knew the day was coming, but investors still seemed surprised by Jeff Bezos’ announcement t","content":"<p>Everyone knew the day was coming, but investors still seemed surprised by Jeff Bezos’ announcement that he would be stepping down as CEO.Amazon.comhas never had another chief executive, after all, and Bezosbuilt the business from scratchinto one of the world’s largest companies, with 1.3 million employees, annual revenue nearing $500 billion, and a market value of $1.7 trillion.</p>\n<p>No one has ever launched a company and steered it to a valuation of more than a $1 trillion while still at the helm. By that measure, Bezos is more successful than Steve Jobs, Bill Gates, Warren Buffett, Sam Walton,Walt Disney,Henry Ford, Andrew Carnegie, or John D. Rockefeller.</p>\n<p>Amazon (ticker: AMZN) shares have appreciated every year since 2014, increasing more than tenfold over that span. The company has spent years pressing its advantage in e-commerce. It has a growing fleet of delivery trucks and jets servicing vast warehouses staffed by humans and robots.</p>\n<p>And, yet, the real value driver has been the emergence of Amazon Web Services, an idea nurtured by Bezos’ longtime lieutenant, Andy Jassy—yes, the manjust named to replace Bezos as CEOlater this year.</p>\n<p>In July 2002, Amazon issued a short press releaseunveiling Amazon.com Web Services. Bezos said that Amazon was “putting out a welcome mat for developers,” adding prophetically, “this is an important beginning and new direction for us.” The word “cloud” wasn’t mentioned.</p>\n<p>Today, AWS is synonymous with cloud computing. In the fourth quarter,it had revenue of $12.7 billion, boosting the total for the year to $45.5 billion, up 29%. AWS ended 2020 with a backlog of $50 billion, 68% above the total a year earlier. The business has grown more than 475% since the end of 2015, and next-year sales will easily top $50 billion. Many cloud software companies—most of which wouldn’t exist without AWS—are trading for 20 times sales or higher. Apply that measure to AWS and the business is worth more than $1 trillion.</p>\n<p>Jassy has served as CEO of Amazon Web Services since its humble beginning, and he became the logical successor to Bezos after the recent retirement of Jeff Wilke, the longtime leader of the company's retail business.</p>\n<p>Taken together, there has been a lot of change for Amazon in a short period. Wilke’s successor, Dave Clark, has just settled into his new role. Jassy is getting the top job. Bezos is moving to executive chairman. And someone yet to be named will take over AWS.</p>\n<p>If there’s any reason for caution about Amazon, it would be a potential leadership vacuum at AWS just as competition in the cloud market is heating up.</p>\n<p>There are now real rivals for AWS, although the precise math is fuzzy.Alphabet(GOOGL) had $3.8 billion in cloud revenue in the quarter, up 47%, and the company said its Google Cloud Platform, which competes with AWS, grew even faster. But that segment also includes Google Workspace, which competes with Microsoft Office.</p>\n<p>Microsoft(MSFT) had“connected cloud” revenue of $16.7 billionin its latest completed quarter, but that includes more than just Azure, Microsoft’s direct rival to AWS. Microsoft also puts Office 365 and a cloud version of its Microsoft Dynamics enterprise application business in its cloud bucket.Oracle(ORCL) andIBM(IBM) also claim substantial cloud businesses. But Amazon remains the dominant player, and not by a little.</p>\n<p>There are several reasons that Amazon is unlikely to miss a beat through the CEO transition.</p>\n<p>First, as executive chairman, Bezos said he intends to spend time thinking about new products and early initiatives, where he has always thrived. “Keep inventing, and don’t despair when at first the idea looks crazy,” he wrote in a letter to Amazon employees last week. “Remember to wander. Let curiosity be your compass. It remains Day 1.” Bezos is the company’s largest investor, with a stake worth about $200 billion.</p>\n<p>Second, Jassy has been at Amazon for 23 years. It’s the only place where he’s worked since graduating from Harvard Business School in 1997. He has a strong reputation among Amazon watchers, Wall Street loves him, and Bezos trusts him. So, Jassy was the obvious choice.</p>\n<p>Finally, the transition is happening at a moment of strength for Amazon. In the fourth quarter, its sales were $125.6 billion, up 44% from the total a year earlier, blowing past Wall Street estimates. Profits of $14.09 a share in the latest quarter were nearly double analyst forecasts, even though the company spent more than $4 billion in the period to protect workers against Covid-19.</p>\n<p>Jassy was already running the most important part of Amazon. This is no longer an e-commerce company with a cloud computing hobby; AWS is now worth more than the retail segment.</p>\n<p>And yet it’s hard to separate Amazon from Bezos. The stock fell 2% on the transition news, despite being accompanied by the banner earnings results. Any weakness could be a buying opportunity. This past week, Morgan Stanley analyst Brian Nowak reiterated his Overweight rating on the stock, upping his price target to $4,200 from $3,900 and setting a “bull case” target of $5,000, 50% above Amazon’s recent close of $3,352.</p>\n<p>His view is that Bezos will still be around, Jassy knows what he’s doing, the bench is deep, e-commerce is still accelerating, and so is Amazon Web Services.</p>\n<p>The bottom line: Amazon is ready for its post-Bezos close-up.</p>","source":"lsy1601382232898","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title> Amazon Sends a Clear Message–the Future Is in The Cloud</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n Amazon Sends a Clear Message–the Future Is in The Cloud\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-02-08 17:59 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.barrons.com/articles/jeff-bezos-found-a-perfect-replacement-in-aws-chief-andy-jassy-51612566805?mod=RTA><strong>Barrons</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Everyone knew the day was coming, but investors still seemed surprised by Jeff Bezos’ announcement that he would be stepping down as CEO.Amazon.comhas never had another chief executive, after all, and...</p>\n\n<a href=\"https://www.barrons.com/articles/jeff-bezos-found-a-perfect-replacement-in-aws-chief-andy-jassy-51612566805?mod=RTA\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AMZN":"亚马逊"},"source_url":"https://www.barrons.com/articles/jeff-bezos-found-a-perfect-replacement-in-aws-chief-andy-jassy-51612566805?mod=RTA","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1146599524","content_text":"Everyone knew the day was coming, but investors still seemed surprised by Jeff Bezos’ announcement that he would be stepping down as CEO.Amazon.comhas never had another chief executive, after all, and Bezosbuilt the business from scratchinto one of the world’s largest companies, with 1.3 million employees, annual revenue nearing $500 billion, and a market value of $1.7 trillion.\nNo one has ever launched a company and steered it to a valuation of more than a $1 trillion while still at the helm. By that measure, Bezos is more successful than Steve Jobs, Bill Gates, Warren Buffett, Sam Walton,Walt Disney,Henry Ford, Andrew Carnegie, or John D. Rockefeller.\nAmazon (ticker: AMZN) shares have appreciated every year since 2014, increasing more than tenfold over that span. The company has spent years pressing its advantage in e-commerce. It has a growing fleet of delivery trucks and jets servicing vast warehouses staffed by humans and robots.\nAnd, yet, the real value driver has been the emergence of Amazon Web Services, an idea nurtured by Bezos’ longtime lieutenant, Andy Jassy—yes, the manjust named to replace Bezos as CEOlater this year.\nIn July 2002, Amazon issued a short press releaseunveiling Amazon.com Web Services. Bezos said that Amazon was “putting out a welcome mat for developers,” adding prophetically, “this is an important beginning and new direction for us.” The word “cloud” wasn’t mentioned.\nToday, AWS is synonymous with cloud computing. In the fourth quarter,it had revenue of $12.7 billion, boosting the total for the year to $45.5 billion, up 29%. AWS ended 2020 with a backlog of $50 billion, 68% above the total a year earlier. The business has grown more than 475% since the end of 2015, and next-year sales will easily top $50 billion. Many cloud software companies—most of which wouldn’t exist without AWS—are trading for 20 times sales or higher. Apply that measure to AWS and the business is worth more than $1 trillion.\nJassy has served as CEO of Amazon Web Services since its humble beginning, and he became the logical successor to Bezos after the recent retirement of Jeff Wilke, the longtime leader of the company's retail business.\nTaken together, there has been a lot of change for Amazon in a short period. Wilke’s successor, Dave Clark, has just settled into his new role. Jassy is getting the top job. Bezos is moving to executive chairman. And someone yet to be named will take over AWS.\nIf there’s any reason for caution about Amazon, it would be a potential leadership vacuum at AWS just as competition in the cloud market is heating up.\nThere are now real rivals for AWS, although the precise math is fuzzy.Alphabet(GOOGL) had $3.8 billion in cloud revenue in the quarter, up 47%, and the company said its Google Cloud Platform, which competes with AWS, grew even faster. But that segment also includes Google Workspace, which competes with Microsoft Office.\nMicrosoft(MSFT) had“connected cloud” revenue of $16.7 billionin its latest completed quarter, but that includes more than just Azure, Microsoft’s direct rival to AWS. Microsoft also puts Office 365 and a cloud version of its Microsoft Dynamics enterprise application business in its cloud bucket.Oracle(ORCL) andIBM(IBM) also claim substantial cloud businesses. But Amazon remains the dominant player, and not by a little.\nThere are several reasons that Amazon is unlikely to miss a beat through the CEO transition.\nFirst, as executive chairman, Bezos said he intends to spend time thinking about new products and early initiatives, where he has always thrived. “Keep inventing, and don’t despair when at first the idea looks crazy,” he wrote in a letter to Amazon employees last week. “Remember to wander. Let curiosity be your compass. It remains Day 1.” Bezos is the company’s largest investor, with a stake worth about $200 billion.\nSecond, Jassy has been at Amazon for 23 years. It’s the only place where he’s worked since graduating from Harvard Business School in 1997. He has a strong reputation among Amazon watchers, Wall Street loves him, and Bezos trusts him. So, Jassy was the obvious choice.\nFinally, the transition is happening at a moment of strength for Amazon. In the fourth quarter, its sales were $125.6 billion, up 44% from the total a year earlier, blowing past Wall Street estimates. Profits of $14.09 a share in the latest quarter were nearly double analyst forecasts, even though the company spent more than $4 billion in the period to protect workers against Covid-19.\nJassy was already running the most important part of Amazon. This is no longer an e-commerce company with a cloud computing hobby; AWS is now worth more than the retail segment.\nAnd yet it’s hard to separate Amazon from Bezos. The stock fell 2% on the transition news, despite being accompanied by the banner earnings results. Any weakness could be a buying opportunity. This past week, Morgan Stanley analyst Brian Nowak reiterated his Overweight rating on the stock, upping his price target to $4,200 from $3,900 and setting a “bull case” target of $5,000, 50% above Amazon’s recent close of $3,352.\nHis view is that Bezos will still be around, Jassy knows what he’s doing, the bench is deep, e-commerce is still accelerating, and so is Amazon Web Services.\nThe bottom line: Amazon is ready for its post-Bezos close-up.","news_type":1},"isVote":1,"tweetType":1,"viewCount":69,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":356908846,"gmtCreate":1616746939685,"gmtModify":1704798234005,"author":{"id":"3560139863772426","authorId":"3560139863772426","name":"Jon777","avatar":"https://static.tigerbbs.com/dfb83fe0ad88b21f2f1625bb19368212","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3560139863772426","authorIdStr":"3560139863772426"},"themes":[],"htmlText":"<a 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recovery","images":[{"img":"https://static.tigerbbs.com/392acfe8e27fab82d2f610c72c636c9c","width":"1242","height":"1767"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/353177380","isVote":1,"tweetType":1,"viewCount":138,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":329578038,"gmtCreate":1615263772524,"gmtModify":1704780299239,"author":{"id":"3560139863772426","authorId":"3560139863772426","name":"Jon777","avatar":"https://static.tigerbbs.com/dfb83fe0ad88b21f2f1625bb19368212","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3560139863772426","authorIdStr":"3560139863772426"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/NNDM\">$Nano Dimension(NNDM)$</a>Buy the dip","listText":"<a href=\"https://laohu8.com/S/NNDM\">$Nano Dimension(NNDM)$</a>Buy the dip","text":"$Nano Dimension(NNDM)$Buy the 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