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11-21

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UOB Kay Hian Adjusts Far East Hospitality Trust's Price Target to SG$0.82 from SG$0.80, Keeps at Buy

10-02

$Straits Times Index(STI.SI)$

09-24

If All analysts are bullish, all investors would have rushed in.Its price would have run its course!! Too much hype already by then!

Why I'm Downgrading Palantir Despite Strong U.S. Commercial And Government Growth

07-19

zzt

Global Cyber Outage Grounds Flights, Hits Banks, Telecoms, Media

06-27

Most optimistic target 1800 .Even reaching the all time high of 360 is still good enough!

Why Tesla's Newest Stock-Market Bull Says the Company Is Simply Without Peers

05-03

$Meta Platforms, Inc.(META)$

04-29

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03-13

Buffet recently added more shares in SIRI.Maybe he sees something in the comlpany that you missed.?

Sirius XM: The Competition Is Too Fierce

02-03

Bc c t😲🥱🇰🇳，

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2023-12-29

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Could Alphabet Stock Help You Become a Millionaire?

2023-12-25

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7 Top Growth Stocks to Buy BEFORE They Take Off in 2024

2023-04-08

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3 Sorry Energy Stocks to Sell in April Before It’s Too Late

2023-04-05

$UPRO 20230406 39.0 CALL$

2023-01-28

It is reliable to use Golden Cross as guidance. from here buy consistently as market drop. Watch inflation closely. Tons of money in Wall Street is ready to dive into the market .You miss it at your own risky, folks!

Sorry, the original content has been removed

2023-01-21

Agreed!

3 No-Brainer Warren Buffett Stocks to Load Up On for 2023

2023-01-14

She sold these shares to claim tax offset. In2023 , she may pick up these stick again.

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2022-10-03

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2022-08-12

did Bridgewater buy BYD?

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2022-07-27

L

Is Palantir Stock A Buy As It Nears All-Time Lows?

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Research providers may contact us here: https://www.mtnewswires.com/contact-us)</p><p>Price (SGD): S$5712.69, Change: S$-16, Percent Change: -0.28%</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"Q5T.SI":"远东酒店信托"},"source_url":"https://www.mtnewswires.com/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2481512455","content_text":"Far East Hospitality Trust (SGX:Q5T) has an average rating of buy and price targets ranging from SG$0.70 to SG$0.82, according to analysts polled by Capital IQ.(MT Newswires covers equity, commodity and economic research from major banks and research firms in North America, Asia and Europe. Research providers may contact us here: https://www.mtnewswires.com/contact-us)Price (SGD): S$5712.69, Change: S$-16, Percent Change: -0.28%","news_type":1},"isVote":1,"tweetType":1,"viewCount":1,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":355631521632448,"gmtCreate":1727833664786,"gmtModify":1727833667126,"author":{"id":"3560400579582064","authorId":"3560400579582064","name":"Dirsett","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":9,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3560400579582064","authorIdStr":"3560400579582064"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/STI.SI\">$Straits Times Index(STI.SI)$&nbsp;</a>&nbsp;","listText":"<a href=\"https://ttm.financial/S/STI.SI\">$Straits Times Index(STI.SI)$&nbsp;</a>&nbsp;","text":"$Straits Times Index(STI.SI)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/355631521632448","isVote":1,"tweetType":1,"viewCount":43,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":352887623237704,"gmtCreate":1727163309959,"gmtModify":1727163313683,"author":{"id":"3560400579582064","authorId":"3560400579582064","name":"Dirsett","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":9,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3560400579582064","authorIdStr":"3560400579582064"},"themes":[],"htmlText":"If All analysts are bullish, all investors would have rushed in.Its price would have run its course!! Too much hype already by then!","listText":"If All analysts are bullish, all investors would have rushed in.Its price would have run its course!! Too much hype already by then!","text":"If All analysts are bullish, all investors would have rushed in.Its price would have run its course!! Too much hype already by then!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/352887623237704","repostId":"1179507264","repostType":2,"repost":{"id":"1179507264","kind":"news","pubTimestamp":1727149509,"share":"https://ttm.financial/m/news/1179507264?lang=&edition=fundamental","pubTime":"2024-09-24 11:45","market":"us","language":"en","title":"Why I'm Downgrading Palantir Despite Strong U.S. Commercial And Government Growth","url":"https://stock-news.laohu8.com/highlight/detail?id=1179507264","media":"Seeking Alpha","summary":"SummaryPalantir's bootcamp sales methods have proven effective, driving strong U.S. commercial growth, but recent government sales surged unexpectedly, boosting overall revenue.U.S. commercial revenue","content":"<html><head></head><body><h2 id=\"id_3280655759\">Summary</h2><ul style=\"\"><li><p>Palantir&#39;s bootcamp sales methods have proven effective, driving strong U.S. commercial growth, but recent government sales surged unexpectedly, boosting overall revenue.</p></li><li><p>U.S. commercial revenue grew 70% year-over-year, while non-U.S. commercial lagged due to geopolitical factors and less bootcamp utilization.</p></li><li><p>Concerns include limited analyst participation on earnings calls, insider selling, and S&amp;P 500 inclusion having boosted the stock price.</p></li><li><p>Taken everything into account from strong U.S. commercial growth guidance, geopolitical tensions and the stock runup, I&#39;m downgrading Palantir stock to a hold.</p></li></ul><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/554bfffe59edb9acf6bf12d15a231da8\" alt=\"Palantir Technologies\" title=\"Palantir Technologies\" tg-width=\"750\" tg-height=\"500\"/><span>Palantir Technologies</span></p><p>Over the last 12 months, I wrote several articles about Palantir (NYSE:PLTR) with the premise that its Bootcamps sales methods could be a game-changer. The first one dates back to November 23&#39;. This idea is definitely not disproven in the latest quarter as sales continued to be strong. Unless there&#39;s a meaningful change in the earnings/sales trajectory of the business, I don&#39;t plan to revisit the bootcamps. I think they&#39;ve more or less proven to be very effective. In the medium term, sales growth rate is going to be the key driver of Palantir&#39;s stock price.</p><p>The problem with this last quarter is that one sales trend changed. Ever since bootcamps were introduced, U.S. commercial, as a segment, was growing at a much higher pace compared to Government.</p><p>This last quarter, Government was suddenly very strong:</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/c3154668fc232caf378b57eda67a15b6\" alt=\"Palantir revenue by segment\" title=\"Palantir revenue by segment\" tg-width=\"822\" tg-height=\"357\"/><span>Palantir revenue by segment</span></p><p>In a vacuum, that&#39;s great because government is still the largest slice of the pie. Ergo, if it shows the highest growth rate, this means Palantir&#39;s overall revenue growth rate is the highest.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/48d48fdf7201935d1792a1d5810902b5\" alt=\"Palantir Revenue by Geography\" title=\"Palantir Revenue by Geography\" tg-width=\"1004\" tg-height=\"477\"/><span>Palantir Revenue by Geography</span></p><p>However, in my last article I wrote:</p><blockquote><p>The key factor to watch will be the sustainability of U.S. commercial sales growth. This segment&#39;s ability to maintain its current momentum is crucial to maintain and increase Palantir&#39;s valuation. I don&#39;t see other segments catching up to this type of growth rates any time soon.</p></blockquote><p>It&#39;s a good thing that per the earnings call, U.S. commercial was very strong. Non-U.S. commercial wasn&#39;t (which isn&#39;t a huge problem for now) while government was strong all around:</p><blockquote><p>...Our US commercial revenue, excluding strategic commercial contracts, climbed 70% year-over-year. Our US commercial ACV closed was up 44% year-over-year and up 19% sequentially, while our deal count in US commercial was nearly twice what it was just a year ago. We maintain conviction in our ability to land new customers and subsequently expand those engagements as we sharpen our focus to taking our customers across the chasm from prototype to production...</p></blockquote><p>My reading of the segment sales trajectories over the past year is that the bootcamps have been extraordinarily useful to Palantir and its customers. These were first piloted and rolled out in the U.S. Palantir growth outside of the U.S. could be lagging for a number of reasons. Palantir sells mission-critical software, and governments and institutional customers have all been confronted by the awkwardness of global supply chains by Covid and the invasion of Ukraine. As far as I know, bootcamps haven&#39;t been utilized in Europe to the same extent either, and this explains at least part of the difference.</p><p>There were some things on the earnings call that aren&#39;t red flags, but that gave me pause. In past calls, there were also complaints about the number of salespeople the company could find. There was more color about the salesforce being ramped up and Karp even floated an idea to fly over salespeople from Europe to the U.S. as the ROI was much higher. That kind of talk has died down.</p><p>Another thing I didn&#39;t like is that there were only two bullish analysts on the call, and otherwise management took questions from shareholders. Generally, practices like this are intended to avoid hard questions. I don&#39;t think that fits well with how I understand the Palantir ethos.</p><p>Then there&#39;s been insider selling from Karp and Peter Thiel.</p><p>Finally, the company has been included in the S&amp;P 500 (SPY) and that&#39;s probably given the stock a short-term boost as well.</p><p>In the end, management guided for U.S. commercial growth above 40% going forward. To me, this is the most important number in the short to medium term. Meanwhile, there are large scale global conflicts/wars ongoing. There is a trend of increasing geopolitical tension. Governments seem to experience a greater urgency to update the capabilities of their armed forces, as well as the defensive capabilities of all infrastructure. Nvidia expects billions of sovereign spending for the year (see The Key Takeaways From The NVIDIA Earnings Call). This expansion of government AI capacity is almost certainly a tailwind for Palantir for this year and next. Taking everything, including the extraordinary runup of the stock, together; I&#39;m downgrading Palantir towards a hold, down from a strong buy.</p></body></html>","source":"seekingalpha","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Why I'm Downgrading Palantir Despite Strong U.S. Commercial And Government Growth</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; 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}\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nWhy I'm Downgrading Palantir Despite Strong U.S. Commercial And Government Growth\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-09-24 11:45 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4722654-palantir-stock-despite-strong-us-commercial-and-government-growth-downgraded-to-hold><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryPalantir's bootcamp sales methods have proven effective, driving strong U.S. commercial growth, but recent government sales surged unexpectedly, boosting overall revenue.U.S. commercial revenue...</p>\n\n<a href=\"https://seekingalpha.com/article/4722654-palantir-stock-despite-strong-us-commercial-and-government-growth-downgraded-to-hold\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"PLTR":"Palantir Technologies Inc."},"source_url":"https://seekingalpha.com/article/4722654-palantir-stock-despite-strong-us-commercial-and-government-growth-downgraded-to-hold","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"1179507264","content_text":"SummaryPalantir's bootcamp sales methods have proven effective, driving strong U.S. commercial growth, but recent government sales surged unexpectedly, boosting overall revenue.U.S. commercial revenue grew 70% year-over-year, while non-U.S. commercial lagged due to geopolitical factors and less bootcamp utilization.Concerns include limited analyst participation on earnings calls, insider selling, and S&P 500 inclusion having boosted the stock price.Taken everything into account from strong U.S. commercial growth guidance, geopolitical tensions and the stock runup, I'm downgrading Palantir stock to a hold.Palantir TechnologiesOver the last 12 months, I wrote several articles about Palantir (NYSE:PLTR) with the premise that its Bootcamps sales methods could be a game-changer. The first one dates back to November 23'. This idea is definitely not disproven in the latest quarter as sales continued to be strong. Unless there's a meaningful change in the earnings/sales trajectory of the business, I don't plan to revisit the bootcamps. I think they've more or less proven to be very effective. In the medium term, sales growth rate is going to be the key driver of Palantir's stock price.The problem with this last quarter is that one sales trend changed. Ever since bootcamps were introduced, U.S. commercial, as a segment, was growing at a much higher pace compared to Government.This last quarter, Government was suddenly very strong:Palantir revenue by segmentIn a vacuum, that's great because government is still the largest slice of the pie. Ergo, if it shows the highest growth rate, this means Palantir's overall revenue growth rate is the highest.Palantir Revenue by GeographyHowever, in my last article I wrote:The key factor to watch will be the sustainability of U.S. commercial sales growth. This segment's ability to maintain its current momentum is crucial to maintain and increase Palantir's valuation. I don't see other segments catching up to this type of growth rates any time soon.It's a good thing that per the earnings call, U.S. commercial was very strong. Non-U.S. commercial wasn't (which isn't a huge problem for now) while government was strong all around:...Our US commercial revenue, excluding strategic commercial contracts, climbed 70% year-over-year. Our US commercial ACV closed was up 44% year-over-year and up 19% sequentially, while our deal count in US commercial was nearly twice what it was just a year ago. We maintain conviction in our ability to land new customers and subsequently expand those engagements as we sharpen our focus to taking our customers across the chasm from prototype to production...My reading of the segment sales trajectories over the past year is that the bootcamps have been extraordinarily useful to Palantir and its customers. These were first piloted and rolled out in the U.S. Palantir growth outside of the U.S. could be lagging for a number of reasons. Palantir sells mission-critical software, and governments and institutional customers have all been confronted by the awkwardness of global supply chains by Covid and the invasion of Ukraine. As far as I know, bootcamps haven't been utilized in Europe to the same extent either, and this explains at least part of the difference.There were some things on the earnings call that aren't red flags, but that gave me pause. In past calls, there were also complaints about the number of salespeople the company could find. There was more color about the salesforce being ramped up and Karp even floated an idea to fly over salespeople from Europe to the U.S. as the ROI was much higher. That kind of talk has died down.Another thing I didn't like is that there were only two bullish analysts on the call, and otherwise management took questions from shareholders. Generally, practices like this are intended to avoid hard questions. I don't think that fits well with how I understand the Palantir ethos.Then there's been insider selling from Karp and Peter Thiel.Finally, the company has been included in the S&P 500 (SPY) and that's probably given the stock a short-term boost as well.In the end, management guided for U.S. commercial growth above 40% going forward. To me, this is the most important number in the short to medium term. Meanwhile, there are large scale global conflicts/wars ongoing. There is a trend of increasing geopolitical tension. Governments seem to experience a greater urgency to update the capabilities of their armed forces, as well as the defensive capabilities of all infrastructure. Nvidia expects billions of sovereign spending for the year (see The Key Takeaways From The NVIDIA Earnings Call). This expansion of government AI capacity is almost certainly a tailwind for Palantir for this year and next. Taking everything, including the extraordinary runup of the stock, together; I'm downgrading Palantir towards a hold, down from a strong buy.","news_type":1},"isVote":1,"tweetType":1,"viewCount":37,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":329237489783080,"gmtCreate":1721385917041,"gmtModify":1721385919721,"author":{"id":"3560400579582064","authorId":"3560400579582064","name":"Dirsett","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":9,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3560400579582064","authorIdStr":"3560400579582064"},"themes":[],"htmlText":"zzt","listText":"zzt","text":"zzt","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/329237489783080","repostId":"2452642340","repostType":2,"repost":{"id":"2452642340","kind":"highlight","weMediaInfo":{"introduction":"Reuters.com brings you the latest news from around the world, covering breaking news in markets, business, politics, entertainment and technology","home_visible":1,"media_name":"Reuters","id":"1036604489","head_image":"https://static.tigerbbs.com/443ce19704621c837795676028cec868"},"pubTimestamp":1721385745,"share":"https://ttm.financial/m/news/2452642340?lang=&edition=fundamental","pubTime":"2024-07-19 18:42","market":"us","language":"en","title":"Global Cyber Outage Grounds Flights, Hits Banks, Telecoms, Media","url":"https://stock-news.laohu8.com/highlight/detail?id=2452642340","media":"Reuters","summary":"July 19 (Reuters) - A global tech outage was disrupting operations across multiple industries on Friday, with airlines halting flights, some broadcasters off air and services from banking to healthcar","content":"<html><head></head><body><p>July 19 (Reuters) - A global tech outage was disrupting operations across multiple industries on Friday, with airlines halting flights, some broadcasters off air and services from banking to healthcare hit by system problems.</p><p>While major U.S. airlines - American Airlines , Delta Airlines and United Airlines - grounded flights, other carriers and airports around the world reported delays and disruptions early on Friday.</p><p>Banks and financial services firms from Australia to India and Germany warned customers of disruptions.</p><p>In Britain, booking systems used by doctors were offline, multiple reports from medical officials on X said, while Sky News, one of the country&#39;s major news broadcasters was off air, apologising for being unable to transmit live, and soccer club Manchester United said on X that it had to postpone a scheduled release of tickets.</p><p>The former head of Britain&#39;s National Cyber Security Centre Ciaran Martin told BBC Radio that an update to a product offered by global cyberscurity firm CrowdStrike appeared to be affecting operating systems based on Microsoft&#39;s Windows Operating System.</p><p>Microsoft&#39;s MSFT.O cloud unit Azure said it was aware of the issue that impacted virtual machines running Windows OS and the CrowdStrike Falcon agent getting stuck in a &#34;restarting state,&#34; amid an ongoing global outage.</p><p>&#34;We&#39;re aware of an issue affecting Windows devices due to an update from a third-party software platform. We anticipate a resolution is forthcoming,&#34; a Microsoft spokesperson said.</p><p>According to an alert sent by CrowdStrike to its clients and reviewed by Reuters, the company’s &#34;Falcon Sensor&#34; software is causing Microsoft Windows to crash and display a blue screen, known informally as the &#34;Blue Screen of Death&#34;.</p><p>The alert, which was sent at 0530 GMT on Friday, also shared a manual workaround to rectify the issue.</p><p>Over half of Fortune 500 companies used CrowdStrike software, the U.S. firm said in a promotional video this year.</p><p>A Crowdstrike spokesperson did not respond to emails or calls requesting comment.</p><p>There was no information to suggest the outage was a cyber security incident, the office of Australia&#39;s National Cyber Security Coordinator Michelle McGuinness said in a post on X. A British government source also told Reuters there was nothing to suggest foul play.</p><p>&#34;The world grinding to a halt because of a global IT meltdown shows the dark side to technology,&#34; AJ Bell investment analyst Dan Coatsworth said.</p><p>&#34;The severity of the problem boils down to how long it lasts. A few hours&#39; disruption is unhelpful but not a catastrophe. Prolonged disruption is another matter,&#34; he said.</p><p>The outages rippled far and wide.</p><p>Airports in Singapore, Hong Kong and India said the outage meant some airlines were having to check in passengers manually.</p><p>Amsterdam&#39;s Schiphol Airport, one of Europe&#39;s busiest, said it was affected, while airline Iberia said it had been operating manually at airports until its electronic check-in counters and online check-ins were reactivated. It said there had been some delays but no flight cancellations.</p><p><a href=\"https://laohu8.com/S/AFLYY\">Air France-KLM</a> said its operations were disrupted.</p><p>The Dutch foreign affairs ministry told Dutch press agency ANP it had been affected. A spokesperson was not immediately available for comment.</p><p>While there were reports of companies gradually restoring their services, analysts weighed the potential of what one called the biggest ever outage in the industry and the broader economy.</p><p>&#34;IT security tools are all designed to ensure that companies can continue to operate in the worst-case scenario of a data breach, so to be the root cause of a global IT outage is an unmitigated disaster,&#34; said Ajay Unni, CEO of StickmanCyber, one of Australia&#39;s largest cybersecurity services companies.</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>Global Cyber Outage Grounds Flights, Hits Banks, Telecoms, Media</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\">\nGlobal Cyber Outage Grounds Flights, Hits Banks, Telecoms, Media\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1036604489\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/443ce19704621c837795676028cec868);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Reuters </p>\n<p class=\"h-time\">2024-07-19 18:42</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>July 19 (Reuters) - A global tech outage was disrupting operations across multiple industries on Friday, with airlines halting flights, some broadcasters off air and services from banking to healthcare hit by system problems.</p><p>While major U.S. airlines - American Airlines , Delta Airlines and United Airlines - grounded flights, other carriers and airports around the world reported delays and disruptions early on Friday.</p><p>Banks and financial services firms from Australia to India and Germany warned customers of disruptions.</p><p>In Britain, booking systems used by doctors were offline, multiple reports from medical officials on X said, while Sky News, one of the country&#39;s major news broadcasters was off air, apologising for being unable to transmit live, and soccer club Manchester United said on X that it had to postpone a scheduled release of tickets.</p><p>The former head of Britain&#39;s National Cyber Security Centre Ciaran Martin told BBC Radio that an update to a product offered by global cyberscurity firm CrowdStrike appeared to be affecting operating systems based on Microsoft&#39;s Windows Operating System.</p><p>Microsoft&#39;s MSFT.O cloud unit Azure said it was aware of the issue that impacted virtual machines running Windows OS and the CrowdStrike Falcon agent getting stuck in a &#34;restarting state,&#34; amid an ongoing global outage.</p><p>&#34;We&#39;re aware of an issue affecting Windows devices due to an update from a third-party software platform. We anticipate a resolution is forthcoming,&#34; a Microsoft spokesperson said.</p><p>According to an alert sent by CrowdStrike to its clients and reviewed by Reuters, the company’s &#34;Falcon Sensor&#34; software is causing Microsoft Windows to crash and display a blue screen, known informally as the &#34;Blue Screen of Death&#34;.</p><p>The alert, which was sent at 0530 GMT on Friday, also shared a manual workaround to rectify the issue.</p><p>Over half of Fortune 500 companies used CrowdStrike software, the U.S. firm said in a promotional video this year.</p><p>A Crowdstrike spokesperson did not respond to emails or calls requesting comment.</p><p>There was no information to suggest the outage was a cyber security incident, the office of Australia&#39;s National Cyber Security Coordinator Michelle McGuinness said in a post on X. A British government source also told Reuters there was nothing to suggest foul play.</p><p>&#34;The world grinding to a halt because of a global IT meltdown shows the dark side to technology,&#34; AJ Bell investment analyst Dan Coatsworth said.</p><p>&#34;The severity of the problem boils down to how long it lasts. A few hours&#39; disruption is unhelpful but not a catastrophe. Prolonged disruption is another matter,&#34; he said.</p><p>The outages rippled far and wide.</p><p>Airports in Singapore, Hong Kong and India said the outage meant some airlines were having to check in passengers manually.</p><p>Amsterdam&#39;s Schiphol Airport, one of Europe&#39;s busiest, said it was affected, while airline Iberia said it had been operating manually at airports until its electronic check-in counters and online check-ins were reactivated. It said there had been some delays but no flight cancellations.</p><p><a href=\"https://laohu8.com/S/AFLYY\">Air France-KLM</a> said its operations were disrupted.</p><p>The Dutch foreign affairs ministry told Dutch press agency ANP it had been affected. A spokesperson was not immediately available for comment.</p><p>While there were reports of companies gradually restoring their services, analysts weighed the potential of what one called the biggest ever outage in the industry and the broader economy.</p><p>&#34;IT security tools are all designed to ensure that companies can continue to operate in the worst-case scenario of a data breach, so to be the root cause of a global IT outage is an unmitigated disaster,&#34; said Ajay Unni, CEO of StickmanCyber, one of Australia&#39;s largest cybersecurity services companies.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"IE00B1XK9C88.USD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A\" (USD) ACC","IE00BJJMRY28.SGD":"Janus Henderson Balanced A Inc SGD","IE00BJLML261.HKD":"HSBC GLOBAL EQUITY INDEX \"HCH\" (HKD) ACC","BK4528":"SaaS概念","BK4516":"特朗普概念","IE00BKDWB100.SGD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A5H\" (SGDHDG) ACC","IE00BMPRXN33.USD":"NEUBERGER BERMAN 5G CONNECTIVITY \"A\" (USD) ACC","BK4554":"元宇宙及AR概念","BK4532":"文艺复兴科技持仓","MSFT":"微软","IE00B775H168.HKD":"JANUS HENDERSON BALANCED \"A5M\" (HKD) INC","IE00BFXG0V08.USD":"BNY MELLON GLOBAL LEADERS \"B\" (USD) ACC","DAL":"达美航空","IE00B5949003.HKD":"JANUS HENDERSON GLOBAL TECHNOLOGY AND INNOVATION \"A\" (HKD) ACC","IE0004445015.USD":"JANUS HENDERSON BALANCED \"A2\" (USD) ACC","IE0005OL40V9.USD":"JANUS HENDERSON BALANCED \"A6M\" (USD) INC","BK4534":"瑞士信贷持仓","BK4585":"ETF&股票定投概念","BK4567":"ESG概念","BK4576":"AR","BK4533":"AQR资本管理(全球第二大对冲基金)","IE00B19Z8X17.USD":"FTGF CLEARBRIDGE US LARGE CAP GROWTH  \"AG\" (USD) ACC","BK4566":"资本集团","BK4587":"ChatGPT概念","IE0003U64NQ7.SGD":"PIMCO BALANCED INCOME AND GROWTH \"M\" (SGDHDG) ACC","BK4535":"淡马锡持仓","IE00BMPRXQ63.HKD":"NEUBERGER BERMAN NEXT GENERATION CONNECTIVITY FUND \"A\" (HKDHDG) ACC","BK4577":"网络游戏","BK4538":"云计算","IE0034235188.USD":"PINEBRIDGE GLOBAL FOCUS EQUITY \"A\" (USD) ACC","CRWD":"CrowdStrike Holdings, Inc.","BK4579":"人工智能","IE00BKVL7J92.USD":"Legg Mason ClearBridge - US Equity Sustainability Leaders A Acc USD","BK4550":"红杉资本持仓","BK4588":"碎股","IE00B19Z8W00.USD":"FTGF CLEARBRIDGE US LARGE CAP GROWTH \"A\" INC","IE00BJTD4N35.SGD":"Neuberger Berman US Long Short Equity A1  Acc SGD-H","IE00B4JS1V06.HKD":"JANUS HENDERSON BALANCED \"A2\" (HKD) ACC","IE00BLSP4452.SGD":"Legg Mason ClearBridge - Tactical Dividend Income A Mdis SGD-H Plus","IE00B775SV38.USD":"NEUBERGER BERMAN US MULTICAP OPPORTUNITIES \"A\" (USD) ACC","IE0004086264.USD":"BNY MELLON GLOBAL OPPORTUNITIES \"A\" (USD) ACC","IE00BFSS7M15.SGD":"Janus Henderson Balanced A Acc SGD-H","BK4097":"系统软件","BK4548":"巴美列捷福持仓","IE0034235295.USD":"PINEBRIDGE GLOBAL DYNAMIC ASSET ALLOCATION \"A\" (USD) ACC","IE0004445239.USD":"JANUS HENDERSON US FORTY \"A2\" (USD) ACC","IE0004091025.USD":"BNY MELLON GLOBAL OPPORTUNITIES \"B\" (USD) ACC","IE00BJJMRX11.SGD":"Janus Henderson Balanced A Acc SGD","IE00BHPRN162.USD":"BNY MELLON BLOCKCHAIN INNOVATION \"B\" (USD) ACC","IE00BJTD4V19.USD":"NEUBERGER BERMAN US LONG SHORT EQUITY \"A1\" (USD) ACC","IE00BDCRKT87.USD":"PINEBRIDGE GLOBAL DYNAMIC ASSET ALLOCATION \"ADC\" (USD) INC","GB00BDT5M118.USD":"天利环球扩展Alpha基金A Acc"},"source_url":"https://api.rkd.refinitiv.com/api/News/News.svc/REST/News_1/RetrieveStoryML_1","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2452642340","content_text":"July 19 (Reuters) - A global tech outage was disrupting operations across multiple industries on Friday, with airlines halting flights, some broadcasters off air and services from banking to healthcare hit by system problems.While major U.S. airlines - American Airlines , Delta Airlines and United Airlines - grounded flights, other carriers and airports around the world reported delays and disruptions early on Friday.Banks and financial services firms from Australia to India and Germany warned customers of disruptions.In Britain, booking systems used by doctors were offline, multiple reports from medical officials on X said, while Sky News, one of the country's major news broadcasters was off air, apologising for being unable to transmit live, and soccer club Manchester United said on X that it had to postpone a scheduled release of tickets.The former head of Britain's National Cyber Security Centre Ciaran Martin told BBC Radio that an update to a product offered by global cyberscurity firm CrowdStrike appeared to be affecting operating systems based on Microsoft's Windows Operating System.Microsoft's MSFT.O cloud unit Azure said it was aware of the issue that impacted virtual machines running Windows OS and the CrowdStrike Falcon agent getting stuck in a \"restarting state,\" amid an ongoing global outage.\"We're aware of an issue affecting Windows devices due to an update from a third-party software platform. We anticipate a resolution is forthcoming,\" a Microsoft spokesperson said.According to an alert sent by CrowdStrike to its clients and reviewed by Reuters, the company’s \"Falcon Sensor\" software is causing Microsoft Windows to crash and display a blue screen, known informally as the \"Blue Screen of Death\".The alert, which was sent at 0530 GMT on Friday, also shared a manual workaround to rectify the issue.Over half of Fortune 500 companies used CrowdStrike software, the U.S. firm said in a promotional video this year.A Crowdstrike spokesperson did not respond to emails or calls requesting comment.There was no information to suggest the outage was a cyber security incident, the office of Australia's National Cyber Security Coordinator Michelle McGuinness said in a post on X. A British government source also told Reuters there was nothing to suggest foul play.\"The world grinding to a halt because of a global IT meltdown shows the dark side to technology,\" AJ Bell investment analyst Dan Coatsworth said.\"The severity of the problem boils down to how long it lasts. A few hours' disruption is unhelpful but not a catastrophe. Prolonged disruption is another matter,\" he said.The outages rippled far and wide.Airports in Singapore, Hong Kong and India said the outage meant some airlines were having to check in passengers manually.Amsterdam's Schiphol Airport, one of Europe's busiest, said it was affected, while airline Iberia said it had been operating manually at airports until its electronic check-in counters and online check-ins were reactivated. It said there had been some delays but no flight cancellations.Air France-KLM said its operations were disrupted.The Dutch foreign affairs ministry told Dutch press agency ANP it had been affected. A spokesperson was not immediately available for comment.While there were reports of companies gradually restoring their services, analysts weighed the potential of what one called the biggest ever outage in the industry and the broader economy.\"IT security tools are all designed to ensure that companies can continue to operate in the worst-case scenario of a data breach, so to be the root cause of a global IT outage is an unmitigated disaster,\" said Ajay Unni, CEO of StickmanCyber, one of Australia's largest cybersecurity services companies.","news_type":1},"isVote":1,"tweetType":1,"viewCount":112,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":321256260268160,"gmtCreate":1719462341444,"gmtModify":1719462345271,"author":{"id":"3560400579582064","authorId":"3560400579582064","name":"Dirsett","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":9,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3560400579582064","authorIdStr":"3560400579582064"},"themes":[],"htmlText":"Most optimistic target 1800 .Even reaching the all time high of 360 is still good enough!","listText":"Most optimistic target 1800 .Even reaching the all time high of 360 is still good enough!","text":"Most optimistic target 1800 .Even reaching the all time high of 360 is still good enough!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/321256260268160","repostId":"2446934053","repostType":2,"repost":{"id":"2446934053","kind":"highlight","weMediaInfo":{"introduction":"Dow Jones publishes the world’s most trusted business news and financial information in a variety of media.","home_visible":0,"media_name":"Dow Jones","id":"106","head_image":"https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99"},"pubTimestamp":1719446393,"share":"https://ttm.financial/m/news/2446934053?lang=&edition=fundamental","pubTime":"2024-06-27 07:59","market":"nz","language":"en","title":"Why Tesla's Newest Stock-Market Bull Says the Company Is Simply Without Peers","url":"https://stock-news.laohu8.com/highlight/detail?id=2446934053","media":"Dow Jones","summary":"A Stifel analyst says legacy carmakers don't have the EV know-how to adequately compete with Tesla. Despite a challenging backdrop for electric-vehicle makers, Tesla Inc.'s stock can still thrive, according to the newest bull on Wall Street.Stifel analyst Stephen Gengaro initiated coverage of Tesla shares  with a buy rating and $265 price target late Tuesday, writing that the company is peerless in the EV market and more akin to technology giants.He acknowledged the recent slowdown in EV sales, but he sees better days ahead for Tesla, which has witnessed a 25% stock decline so far this year. The company should come to see improving trends as charger availability grows, less expensive models debut and Tesla's overall technology improves, Gengaro wrote.See also: Rivian's stock surges on $1 billion Volkswagen investment and joint-venture plan. Admittedly, it's not a short-term game. While Tesla's management predicts that the company can start production on the low-cost Model 2 by the star","content":"<html><head></head><body><p>Despite a challenging backdrop for electric-vehicle makers, Tesla Inc.&#39;s stock can still thrive, according to the newest bull on Wall Street.</p><p>Stifel analyst Stephen Gengaro initiated coverage of Tesla shares <a href=\"https://laohu8.com/S/TSLA\">$(TSLA)$</a> with a buy rating and $265 price target late Tuesday, writing that the company is peerless in the EV market and more akin to technology giants.</p><p>Tesla shares jumped 4.8% on Wednesday trading.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/cb5b52522e8dd24c52b7b613c55425cc\" tg-width=\"837\" tg-height=\"842\"/></p><p>He acknowledged the recent slowdown in EV sales, but he sees better days ahead for Tesla, which has witnessed a 25% stock decline so far this year. The company should come to see improving trends as charger availability grows, less expensive models debut and Tesla&#39;s overall technology improves, Gengaro wrote.</p><p>Admittedly, it&#39;s not a short-term game. While Tesla&#39;s management predicts that the company can start production on the low-cost Model 2 by the start of next year, he and his team &#34;are being a bit conservative on timing in our model.&#34;</p><p>Gengaro thinks that forward earnings expectations are bottoming for Tesla, after the 2024 consensus forecast for earnings before interest, taxes, depreciation and amortization falling by 41% over the past 12 month and the 2025 forecast on the metric dropping by 46%. With those negative estimate revisions likely out of the way, the dynamic could be a &#34;positive for the shares,&#34; he said.</p><p>In Gengaro&#39;s view, Tesla has no peers in the electric-vehicle business: &#34;There simply are no direct comps.&#34; That&#39;s because he said legacy carmakers don&#39;t have the requisite technology know-how in EVs, and they&#39;re way behind in the electrification game. Plus, they don&#39;t have Elon Musk as their CEO the way Tesla does, he added.</p><p>Gengaro would rather look at Tesla as a technology company akin to Apple Inc. <a href=\"https://laohu8.com/S/AAPL\">$(AAPL)$</a>, Amazon.com Inc. <a href=\"https://laohu8.com/S/AMZN\">$(AMZN)$</a>, Alphabet Inc. <a href=\"https://laohu8.com/S/GOOG\">$(GOOG)$</a> <a href=\"https://laohu8.com/S/GOOGL\">$(GOOGL)$</a> and Microsoft Corp. <a href=\"https://laohu8.com/S/MSFT\">$(MSFT)$</a> Like those powerhouses, Tesla shines with its tech, boasts a compelling growth outlook over the long run and stands to benefit from the rise of artificial intelligence.</p><p>Related to AI, Gengaro is upbeat about the potential of Tesla&#39;s Full Self-Driving business, which &#34;likely creates significant value through FSD sales, possible licensing agreements, and as a key enabler for longer-term robotaxi initiatives.&#34;</p><p>He titled his report: &#34;The Future is Closer than We Think.&#34;</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>Why Tesla's Newest Stock-Market Bull Says the Company Is Simply Without Peers</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; 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overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nWhy Tesla's Newest Stock-Market Bull Says the Company Is Simply Without Peers\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Dow Jones </p>\n<p class=\"h-time\">2024-06-27 07:59</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Despite a challenging backdrop for electric-vehicle makers, Tesla Inc.&#39;s stock can still thrive, according to the newest bull on Wall Street.</p><p>Stifel analyst Stephen Gengaro initiated coverage of Tesla shares <a href=\"https://laohu8.com/S/TSLA\">$(TSLA)$</a> with a buy rating and $265 price target late Tuesday, writing that the company is peerless in the EV market and more akin to technology giants.</p><p>Tesla shares jumped 4.8% on Wednesday trading.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/cb5b52522e8dd24c52b7b613c55425cc\" tg-width=\"837\" tg-height=\"842\"/></p><p>He acknowledged the recent slowdown in EV sales, but he sees better days ahead for Tesla, which has witnessed a 25% stock decline so far this year. The company should come to see improving trends as charger availability grows, less expensive models debut and Tesla&#39;s overall technology improves, Gengaro wrote.</p><p>Admittedly, it&#39;s not a short-term game. While Tesla&#39;s management predicts that the company can start production on the low-cost Model 2 by the start of next year, he and his team &#34;are being a bit conservative on timing in our model.&#34;</p><p>Gengaro thinks that forward earnings expectations are bottoming for Tesla, after the 2024 consensus forecast for earnings before interest, taxes, depreciation and amortization falling by 41% over the past 12 month and the 2025 forecast on the metric dropping by 46%. With those negative estimate revisions likely out of the way, the dynamic could be a &#34;positive for the shares,&#34; he said.</p><p>In Gengaro&#39;s view, Tesla has no peers in the electric-vehicle business: &#34;There simply are no direct comps.&#34; That&#39;s because he said legacy carmakers don&#39;t have the requisite technology know-how in EVs, and they&#39;re way behind in the electrification game. Plus, they don&#39;t have Elon Musk as their CEO the way Tesla does, he added.</p><p>Gengaro would rather look at Tesla as a technology company akin to Apple Inc. <a href=\"https://laohu8.com/S/AAPL\">$(AAPL)$</a>, Amazon.com Inc. <a href=\"https://laohu8.com/S/AMZN\">$(AMZN)$</a>, Alphabet Inc. <a href=\"https://laohu8.com/S/GOOG\">$(GOOG)$</a> <a href=\"https://laohu8.com/S/GOOGL\">$(GOOGL)$</a> and Microsoft Corp. <a href=\"https://laohu8.com/S/MSFT\">$(MSFT)$</a> Like those powerhouses, Tesla shines with its tech, boasts a compelling growth outlook over the long run and stands to benefit from the rise of artificial intelligence.</p><p>Related to AI, Gengaro is upbeat about the potential of Tesla&#39;s Full Self-Driving business, which &#34;likely creates significant value through FSD sales, possible licensing agreements, and as a key enabler for longer-term robotaxi initiatives.&#34;</p><p>He titled his report: &#34;The Future is Closer than We Think.&#34;</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU0289941410.SGD":"AB FCP I Dynamic Diversified AX SGD","BK4097":"系统软件","LU0127658192.USD":"EASTSPRING INVESTMENTS GLOBAL TECHNOLOGY \"A\" (USD) ACC","LU0289739343.SGD":"SUSTAINABLE GLOBAL THEMATIC PORTFOLIO \"A\" (SGD) ACC","LU0557290698.USD":"施罗德环球可持续增长基金","BK4122":"互联网与直销零售","LU0289961442.SGD":"SUSTAINABLE GLOBAL THEMATIC PORTFOLIO \"AX\" (SGD) ACC","BK4099":"汽车制造商","MSFT":"微软","AMZN":"亚马逊","LU1861559042.SGD":"日兴方舟颠覆性创新基金B SGD","LU0048573561.USD":"FIDELITY AMERICA \"A\" (USD) INC","LU0312595415.SGD":"Schroder ISF Global Climate Change Equity A Acc SGD","LU1551013342.USD":"Allianz Income and Growth Cl AMg2 DIS USD","LU0056508442.USD":"贝莱德世界科技基金A2","BK4528":"SaaS概念","LU1803068979.SGD":"FTIF - Franklin Technology A (acc) SGD-H1","LU0310800965.SGD":"FTIF - Templeton Global Balanced A Acc SGD","BK4516":"特朗普概念","SG9999015945.SGD":"LionGlobal Disruptive Innovation Fund A SGD","BK4515":"5G概念","LU0109392836.USD":"富兰克林科技股A","LU0310799852.SGD":"FTIF - Templeton Global Equity Income A MDIS SGD","LU2249611893.SGD":"BNP PARIBAS ENERGY TRANSITION \"CRH\" (SGD) ACC","BK4585":"ETF&股票定投概念","LU1804176565.USD":"EASTSPRING INV GLOBAL GROWTH EQUITY \"A\" (USD) ACC","BK4507":"流媒体概念","LU2063271972.USD":"富兰克林创新领域基金","GOOG":"谷歌","TSLA":"特斯拉","AAPL":"苹果","LU0011850046.USD":"贝莱德全球长线股票 A2 USD","LU0175139822.USD":"AB FCP I Global Equity Blend A USD","GOOGL":"谷歌A","BK4587":"ChatGPT概念","SG9999015986.USD":"LIONGLOBAL DISRUPTIVE INNOVATION \"I\" (USD) ACC","LU0466842654.USD":"HSBC ISLAMIC GLOBAL EQUITY INDEX \"A\" (USD) ACC","LU0097036916.USD":"贝莱德美国增长A2 USD","SG9999015978.USD":"利安颠覆性创新基金A","LU1839511570.USD":"WELLS FARGO GLOBAL FACTOR ENHANCED EQUITY \"I\" (USD) ACC","LU0149725797.USD":"汇丰美国股市经济规模基金","BK4559":"巴菲特持仓","LU1720051017.SGD":"Allianz Global Artificial Intelligence AT Acc H2-SGD","BK4077":"互动媒体与服务","BK4550":"红杉资本持仓","IE0034235188.USD":"PINEBRIDGE GLOBAL FOCUS EQUITY \"A\" (USD) ACC","LU0820561818.USD":"安联收益及增长平衡基金Cl AM DIS","LU0130103400.USD":"Natixis Harris Associates Global Equity RA USD","TSLL":"Direxion Daily TSLA Bull 2X Shares","BK4551":"寇图资本持仓"},"source_url":"https://dowjonesnews.com/newdjn/logon.aspx?AL=N","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2446934053","content_text":"Despite a challenging backdrop for electric-vehicle makers, Tesla Inc.'s stock can still thrive, according to the newest bull on Wall Street.Stifel analyst Stephen Gengaro initiated coverage of Tesla shares $(TSLA)$ with a buy rating and $265 price target late Tuesday, writing that the company is peerless in the EV market and more akin to technology giants.Tesla shares jumped 4.8% on Wednesday trading.He acknowledged the recent slowdown in EV sales, but he sees better days ahead for Tesla, which has witnessed a 25% stock decline so far this year. The company should come to see improving trends as charger availability grows, less expensive models debut and Tesla's overall technology improves, Gengaro wrote.Admittedly, it's not a short-term game. While Tesla's management predicts that the company can start production on the low-cost Model 2 by the start of next year, he and his team \"are being a bit conservative on timing in our model.\"Gengaro thinks that forward earnings expectations are bottoming for Tesla, after the 2024 consensus forecast for earnings before interest, taxes, depreciation and amortization falling by 41% over the past 12 month and the 2025 forecast on the metric dropping by 46%. With those negative estimate revisions likely out of the way, the dynamic could be a \"positive for the shares,\" he said.In Gengaro's view, Tesla has no peers in the electric-vehicle business: \"There simply are no direct comps.\" That's because he said legacy carmakers don't have the requisite technology know-how in EVs, and they're way behind in the electrification game. Plus, they don't have Elon Musk as their CEO the way Tesla does, he added.Gengaro would rather look at Tesla as a technology company akin to Apple Inc. $(AAPL)$, Amazon.com Inc. $(AMZN)$, Alphabet Inc. $(GOOG)$ $(GOOGL)$ and Microsoft Corp. $(MSFT)$ Like those powerhouses, Tesla shines with its tech, boasts a compelling growth outlook over the long run and stands to benefit from the rise of artificial intelligence.Related to AI, Gengaro is upbeat about the potential of Tesla's Full Self-Driving business, which \"likely creates significant value through FSD sales, possible licensing agreements, and as a key enabler for longer-term robotaxi initiatives.\"He titled his report: \"The Future is Closer than We Think.\"","news_type":1},"isVote":1,"tweetType":1,"viewCount":97,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":301988740968496,"gmtCreate":1714747138987,"gmtModify":1714747141740,"author":{"id":"3560400579582064","authorId":"3560400579582064","name":"Dirsett","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":9,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3560400579582064","authorIdStr":"3560400579582064"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/META\">$Meta Platforms, Inc.(META)$&nbsp;</a><v-v data-views=\"1\"></v-v>&nbsp;","listText":"<a href=\"https://ttm.financial/S/META\">$Meta Platforms, Inc.(META)$&nbsp;</a><v-v data-views=\"1\"></v-v>&nbsp;","text":"$Meta Platforms, Inc.(META)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/301988740968496","isVote":1,"tweetType":1,"viewCount":85,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":300528295637232,"gmtCreate":1714390682419,"gmtModify":1714390685553,"author":{"id":"3560400579582064","authorId":"3560400579582064","name":"Dirsett","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":9,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3560400579582064","authorIdStr":"3560400579582064"},"themes":[],"htmlText":"Share your opinion about this news…","listText":"Share your opinion about this news…","text":"Share your opinion about this news…","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/300528295637232","repostId":"1187761106","repostType":2,"isVote":1,"tweetType":1,"viewCount":160,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":283667781308480,"gmtCreate":1710293779726,"gmtModify":1710293783406,"author":{"id":"3560400579582064","authorId":"3560400579582064","name":"Dirsett","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":9,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3560400579582064","authorIdStr":"3560400579582064"},"themes":[],"htmlText":"Buffet recently added more shares in SIRI.Maybe he sees something in the comlpany that you missed.?","listText":"Buffet recently added more shares in SIRI.Maybe he sees something in the comlpany that you missed.?","text":"Buffet recently added more shares in SIRI.Maybe he sees something in the comlpany that you missed.?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/283667781308480","repostId":"2413758241","repostType":2,"repost":{"id":"2413758241","kind":"highlight","pubTimestamp":1708674638,"share":"https://ttm.financial/m/news/2413758241?lang=&edition=fundamental","pubTime":"2024-02-23 15:50","market":"hk","language":"en","title":"Sirius XM: The Competition Is Too Fierce","url":"https://stock-news.laohu8.com/highlight/detail?id=2413758241","media":"seekingalpha","summary":"Sirius XM's financials suggest the company is overvalued and may struggle to rejuvenate growth and improve margins.The company faces intense competition from streaming giants like Spotify, Apple Music","content":"<html><body><ul><li>Sirius XM's financials suggest the company is overvalued and may struggle to rejuvenate growth and improve margins.</li><li>The company faces intense competition from streaming giants like Spotify, Apple Music, and YouTube Music.</li><li>Sirius XM's streaming app and focus on in-house production of shows may attract a niche audience, but competing with established platforms will be challenging.</li></ul><p><figure><picture><img loading=\"lazy\" src=\"https://media.gettyimages.com/id/1865834739/photo/in-this-photo-illustration-the-siriusxm-logo-is-seen-displayed-on-a-mobile-phone-screen.jpg?b=1&amp;s=594x594&amp;w=0&amp;k=20&amp;c=ASVNUioz9IDu5j4CwfFQXygjcFGT2KG-rb-CeV0xhvg=\"/></picture><figcaption><p>SOPA Images/LightRocket via Getty Images</p></figcaption></figure></p> <h2><strong>Investment Thesis</strong></h2> <p>With the recent announcement of a merger<strong>,</strong> I wanted to take a look at Sirius XM's (<span>NASDAQ:SIRI</span>) financials and give my comments on the whole audio-streaming competitive landscape, which may sound<span> a little biased, however, without further proof that the company can rejuvenate its growth and improve margins, I believe the company is overvalued, and from the perspective of a person who has no money in the company, it is not a good time to start a position now.</span></p> <h2><strong>Briefly on the Company</strong></h2> <p>Sirius XM is a provider of satellite and online radio in the US and Canada. It was formed in 2008 when the two largest satellite radio providers merged, Sirius and XM. The company provides 400 channels, where you can listen to ad-free music, talk shows, and live play-by-play sports coverage of all major sports leagues. The channel<span> offers exclusive content for your car system, phone, and computer. The content requires a subscription service and to keep up with the times, SIRI is investing in streaming, a non-linear format that is very popular nowadays with the younger generation. The company's streaming app just started rolling out in December of last year and is gaining traction and its Pandora streaming service is losing market share to the big streaming platforms like Spotify (</span>SPOT<span>), Apple Music (</span>AAPL<span>), and YouTube Music (</span>GOOG<span>).</span></p> <h2><strong>Financials</strong></h2> <p>As of FY23, the company had around $216m in cash and equivalents against a whopping $8.7B in long-term debt. That's a decent amount of debt, however, is it something to worry about? I like to look at a few solvency metrics to help me decide whether the company is overindulging on leverage.</p> <p>First, the company's debt-to-assets ratio is a little on the higher side as of FY23. It is at around 0.9, and I prefer a maximum of 0.6, so it seems it is a bit on the higher end of risk here. The second metric I like to examine is the company's debt-to-equity ratio. The company has accumulated a shareholder deficit for almost a decade now, so this metric is negative, which doesn't mean that the company is at any risk of bankruptcy. It certainly would be if the company was not good at making cash, which it is in this case, so I won't put too much weight on negative D/E. Lastly, I like to look at the company's ability to meet its debt obligation, in the form of being able to pay the annual interest expense. Here, I look for an interest coverage ratio of at least 5x, but many analysts tend to agree that a ratio of just 2x is sufficient. I like to be more conservative and prefer a 5x because it allows for bad years of performance when EBIT drops significantly y/y, but if the coverage ratio is at 5x, then bad years shouldn't affect the ability to pay the annual interest expense. The ratio at the end of FY23 stood at around 4.8, so doesn't seem to have trouble paying its obligations. Furthermore, its cash from operations has been at around $2B, so that is a good cushion in my opinion.</p> <p>The company's current ratio is not the best. It has been operating with a current ratio of 0.3 for at least the last 5 years, so it may not be of any risk, because it's been like this for a while, and about half of those current liabilities are deferred revenues, which is revenue that is received but because of the company's subscription-based nature, not recognized as such because the subscriptions are annual usually.</p> <p><figure contenteditable=\"false\"><picture><span><img contenteditable=\"false\" loading=\"lazy\" src=\"https://static.seekingalpha.com/uploads/2024/2/21/48589448-17085346647712445.png\"/></span></picture><figcaption><p>Current Ratio (Author)</p></figcaption></figure></p> <p>So far, in terms of liquidity and solvency, it's not looking particularly great, which means I will be aiming for a higher margin of safety when it comes to its valuation in the later section.</p> <p>Now, let's look at the company's efficiency and profitability in more detail. SIRI's GAAP margins have been relatively stable, with gross margins seeing a slight decrease over the last couple of years, while EBIT and net margins have performed better. It looks like the company is maintaining its efficiency relatively well, which is better than a declining trend.</p> <p><figure contenteditable=\"false\"><picture><span><img contenteditable=\"false\" loading=\"lazy\" src=\"https://static.seekingalpha.com/uploads/2024/2/21/48589448-1708534665030415.png\"/></span></picture><figcaption><p>Margins (Author)</p></figcaption></figure></p> <p>Looking further at efficiency, the company's return on assets has been decent also throughout the years, hovering at around 12% and well above my minimum of 5%. It seems that the management is good at utilizing the company's assets. Furthermore, the company's return on total capital measures how well the management is allocating total capital to profitable projects. In other words, measures the company's profitability. I usually look for at least 10%, which tells me that the company has a strong moat and a competitive advantage. SIRI's ROTC stood at around 19% as of FY23, which is impressive. No point in comparing the company's ROTC to competitors since SIRI is the only major satellite radio provider out there right now.</p> <p><figure contenteditable=\"false\"><picture><span><img contenteditable=\"false\" loading=\"lazy\" src=\"https://static.seekingalpha.com/uploads/2024/2/21/48589448-17085346646478589.png\"/></span></picture><figcaption><p>ROTC and ROA (SA)</p></figcaption></figure></p> <p>In terms of revenues, SIRI has done decently in the past, but ever since the competition of people's ears came out in the form of streaming with the likes of Spotify, Apple Music, and YouTube Music, the growth has slowed down considerably, and it doesn't look like it'll be coming back anytime soon. Analysts are expecting around 1%-2% growth going forward, with -2% for FY24. The company needs to come up with some initiatives that would invigorate its top line.</p> <p><figure contenteditable=\"false\"><picture><span><img contenteditable=\"false\" loading=\"lazy\" src=\"https://static.seekingalpha.com/uploads/2024/2/21/48589448-17085346652390316.png\"/></span></picture><figcaption><p>Revenue is stagnating (Author)</p></figcaption></figure></p> <p>Overall, the financials are somewhat of a mixed bag. The high debt figures balanced out with great cash flow and decent margins, but no growth in revenues. This mixed bag will demand a higher discount on the company's valuation model.</p> <h2><strong>Comments on the Outlook</strong></h2> <p>So, we don't know how long the company is going to survive in such a competitive market. The company needs to compete with juggernauts like the aforementioned Big Three for people's ears and it is not going to be easy. The audience is getting younger and more tech-savvy, which means everything needs to be advanced, and most will be using their phones to stream whatever they want to listen to. I'm not saying that there is no place for satellite radio in this world anymore, but it is getting harder and harder to maintain the market share. People in metropolitan areas are most likely will be using the streaming services that they must have been paying for years now. I've been using Spotify Premium since 2012 and I don't see this changing any time soon. Every time I am in my car, I connect to my Spotify account, and the only time that would fail is if I am on a long road trip where a network connection is non-existent. And even then, I had a large library of podcasts or albums downloaded because the radio stations were no good in my opinion. Many places are more rural and satellite radio comes in handy, so SIRI may maintain that niche until there is much better connectivity all around the globe, but the continual investment in satellites tells me that the company is still very positive about its future.</p> <p>The company's efforts of rebranding to appeal to the younger audiences are still in their very early stages and will need to prove it is going to take the market share away from the mentioned streaming giants, however, that is the initiative I like to see from a company that could have become extinct if it stays where it is. In my opinion, the streaming app is the only one that will matter in the end, and what sets SIRI apart from the other streaming platforms is the focus on the in-house production of shows. New shows with celebrities like John Mayer have done extremely well, as well as the world of podcasts is getting very popular globally, so I believe that further focus on this type of content will attract a certain group of people, a niche, that will be sustainable and profitable, but that is just my view on where the company should go because I don't think it is going to be easy to compete against the more established music streaming platforms out there. On top of that Spotify's extensive podcast library is also one big obstacle that SIRI needs to overcome if the company is going to go the route of original content creation. I don't believe listeners are quick to change which platform to use. I currently have YouTube Premium and yet I do not use YouTube Music as the app is just not what I'm used to. The time and effort put into the customization of my subscription on Spotify is too great even if another platform might be cheaper overall. I don't think I'm the only one on this. So, that is going to be a big challenge to overcome if SIRI is going to take market share away from established players like SPOT. Some services help with bringing your playlists across to other platforms, but I don't think they help with the customization that your current platform offers you via learning what you like to listen to and recommend something new to discover.</p> <p>In short, I may be biased, but the company will have to prove it can return to growth with its new streaming initiative to stay relevant and a strong competitor to the more established music streaming platforms that already take so much of people's listening time.</p> <p>The company's streaming platform Pandora has been very popular in the past and still boasts quite a lot of subscribers, however, according to Statista, which projected that the number of active users will fall to around 49m by '23, we can see from the report here that the number of active users is around 46m, so the company is losing users at a higher pace than originally modeled. By comparison, Spotify was projected to have around 100m active users by ´23 but ended up having around 114m.</p> <h2><strong>Valuation</strong></h2> <p>As I mentioned earlier, analysts aren't expecting much growth, which makes sense. They can't hope that the new growth initiatives will work out great, we need to see proof before assigning higher top-line growth estimates. Therefore, I went with around 1% CAGR over the next decade for the base case. To give myself a range of possible outcomes, I also modeled a more optimistic case and a more conservative case. Below are those estimates and their respective CAGRs.</p> <p><figure contenteditable=\"false\"><picture><span><img contenteditable=\"false\" loading=\"lazy\" src=\"https://static.seekingalpha.com/uploads/2024/2/21/48589448-17085346652932022.png\"/></span></picture><figcaption><p>Revenue Assumptions (Author)</p></figcaption></figure></p> <p>In terms of margins and EPS, I went with conservative numbers too. Gross margins will see an improvement of around 200bps over the next decade, which I think is achievable. EPS will grow at around 2% on average just to be on the safer side, which will provide me with more room for error, and will act as more margin of safety. Below are those estimates.</p> <p><figure contenteditable=\"false\"><picture><span><img contenteditable=\"false\" loading=\"lazy\" src=\"https://static.seekingalpha.com/uploads/2024/2/21/48589448-17085346654907863.png\"/></span></picture><figcaption><p>Margins and EPS assumptions (Author)</p></figcaption></figure></p> <p>For the DCF model, I went with the company's WACC of around 7.3% as my discount rate and 1.5% as my terminal growth rate. Furthermore, I added another 15% discount to the intrinsic value calculation, just to be completely protected from the downside. With that said, SIRI's intrinsic value is around $3 a share, which means it is quite overvalued in my opinion, and would not be a good time to start a position right now.</p> <p><figure contenteditable=\"false\"><picture><span><img contenteditable=\"false\" loading=\"lazy\" src=\"https://static.seekingalpha.com/uploads/2024/2/21/48589448-17085346662941933.png\"/></span></picture><figcaption><p>Intrinsic Value (Author)</p></figcaption></figure></p> <h2><strong>Closing Comments</strong></h2> <p>From the perspective of a person who has no capital committed to the company, it is not a good time to start any position, therefore, I am assigning a hold rating, until it drops to around 3 bucks or the company is part of the <a href=\"https://laohu8.com/S/LFG.AU\">Liberty</a> Media Group already, as that company seems to be a better deal, with many analysts confirming it. I have not looked at the other company in detail, but all three ratings suggest either a buy or a strong buy.</p> <p>The company's share price has seen a lot of volatility and has underperformed in general. You could hope for another short squeeze again as we saw in mid-July '23, but that is not investing, and I don't see this happening anymore. I am staying away from the stock until I see how the transformation evolves in the near future, as I would like to see how well the rebranding and refocus will do.</p> <div></div> <p>The competition is very fierce and will take a lot of effort to appeal to the younger audience and regain market share, if that is even possible. The unique content that the company offers is appealing and could pivot itself more toward that niche of podcasts and more original content, but that content truly has to be unique and the only place top find it would on this platform.</p></body></html>","source":"seekingalpha","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Sirius XM: The Competition Is Too Fierce</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; 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}\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nSirius XM: The Competition Is Too Fierce\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-02-23 15:50 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4672834-sirius-xm-stock-competition-too-fierce><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Sirius XM's financials suggest the company is overvalued and may struggle to rejuvenate growth and improve margins.The company faces intense competition from streaming giants like Spotify, Apple Music...</p>\n\n<a href=\"https://seekingalpha.com/article/4672834-sirius-xm-stock-competition-too-fierce\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4527":"明星科技股","BK4077":"互动媒体与服务","IE00BWXC8680.SGD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A5\" (SGD) ACC","BK4588":"碎股","BK4579":"人工智能","LU0320765059.SGD":"FTIF - Franklin US Opportunities A Acc SGD","LU0861579265.USD":"联博低波幅策略股票基金A","BK4505":"高瓴资本持仓","LU0198837287.USD":"UBS (LUX) EQUITY SICAV - USA GROWTH \"P\" (USD) ACC","LU0289960550.SGD":"AB FCP I - GLOBAL EQUITY BLEND PORTFOLIO 'A' (SGD) ACC","BK4574":"无人驾驶","LU0444971666.USD":"天利全球科技基金","LU0786609619.USD":"高盛全球千禧一代股票组合Acc","BK4573":"虚拟现实","SIRI":"Sirius XM Holdings Inc.","BK4581":"高盛持仓","SPOT":"Spotify Technology S.A.","BK4017":"黄金","LU0965509101.SGD":"AB LOW VOLATILITY EQUITY PORTFOLIO \"A\" (SGDHDG) ACC","BK4170":"电脑硬件、储存设备及电脑周边","IE00BLSP4452.SGD":"Legg Mason ClearBridge - Tactical Dividend Income A Mdis SGD-H Plus","IE00BFSS7M15.SGD":"Janus Henderson Balanced A Acc SGD-H","SA":"Seabridge Gold","BK4023":"应用软件","LU0234570918.USD":"高盛全球核心股票组合Acc Close","LU0238689110.USD":"贝莱德环球动力股票基金","GOOG":"谷歌","LU0417517546.SGD":"Allianz US Equity Cl AT Acc SGD","AAPL":"苹果","LU0456855351.SGD":"JPMorgan Funds - Global Equity A (acc) SGD","LU0170899867.USD":"EASTSPRING INVESTMENTS WORLD VALUE EQUITY  \"A\" (USD) ACC","LU0072462426.USD":"贝莱德全球配置 A2","BK4592":"伊斯兰概念","LU0719512351.SGD":"JPMorgan Funds - US Technology A (acc) SGD","XM":"Qualtrics International","LU0640476718.USD":"THREADNEEDLE (LUX) US CONTRARIAN CORE EQ \"AU\" (USD) ACC","LU0080751232.USD":"富达环球多元动力基金A","BK4507":"流媒体概念","BK4585":"ETF&股票定投概念","BK4501":"段永平概念","BK4571":"数字音乐概念","LU0308772762.SGD":"Blackrock Global Allocation A2 SGD-H","IE00BSNM7G36.USD":"NEUBERGER BERMAN SYSTEMATIC GLOBAL SUSTAINABLE VALUE \"A\" (USD) ACC","BK4576":"AR","LU0234572021.USD":"高盛美国核心股票组合Acc","BK4587":"ChatGPT概念","BK4525":"远程办公概念","BK4575":"芯片概念","LU0965509010.AUD":"AB LOW VOLATILITY EQUITY PORTFOLIO \"AD\" (AUDHDG) INC","IE00BZ1G4Q59.USD":"LEGG MASON CLEARBRIDGE US EQUITY SUSTAINABILITY LEADER \"A\"(USD) INC (A)"},"source_url":"https://seekingalpha.com/article/4672834-sirius-xm-stock-competition-too-fierce","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"2413758241","content_text":"Sirius XM's financials suggest the company is overvalued and may struggle to rejuvenate growth and improve margins.The company faces intense competition from streaming giants like Spotify, Apple Music, and YouTube Music.Sirius XM's streaming app and focus on in-house production of shows may attract a niche audience, but competing with established platforms will be challenging.SOPA Images/LightRocket via Getty Images Investment Thesis With the recent announcement of a merger, I wanted to take a look at Sirius XM's (NASDAQ:SIRI) financials and give my comments on the whole audio-streaming competitive landscape, which may sound a little biased, however, without further proof that the company can rejuvenate its growth and improve margins, I believe the company is overvalued, and from the perspective of a person who has no money in the company, it is not a good time to start a position now. Briefly on the Company Sirius XM is a provider of satellite and online radio in the US and Canada. It was formed in 2008 when the two largest satellite radio providers merged, Sirius and XM. The company provides 400 channels, where you can listen to ad-free music, talk shows, and live play-by-play sports coverage of all major sports leagues. The channel offers exclusive content for your car system, phone, and computer. The content requires a subscription service and to keep up with the times, SIRI is investing in streaming, a non-linear format that is very popular nowadays with the younger generation. The company's streaming app just started rolling out in December of last year and is gaining traction and its Pandora streaming service is losing market share to the big streaming platforms like Spotify (SPOT), Apple Music (AAPL), and YouTube Music (GOOG). Financials As of FY23, the company had around $216m in cash and equivalents against a whopping $8.7B in long-term debt. That's a decent amount of debt, however, is it something to worry about? I like to look at a few solvency metrics to help me decide whether the company is overindulging on leverage. First, the company's debt-to-assets ratio is a little on the higher side as of FY23. It is at around 0.9, and I prefer a maximum of 0.6, so it seems it is a bit on the higher end of risk here. The second metric I like to examine is the company's debt-to-equity ratio. The company has accumulated a shareholder deficit for almost a decade now, so this metric is negative, which doesn't mean that the company is at any risk of bankruptcy. It certainly would be if the company was not good at making cash, which it is in this case, so I won't put too much weight on negative D/E. Lastly, I like to look at the company's ability to meet its debt obligation, in the form of being able to pay the annual interest expense. Here, I look for an interest coverage ratio of at least 5x, but many analysts tend to agree that a ratio of just 2x is sufficient. I like to be more conservative and prefer a 5x because it allows for bad years of performance when EBIT drops significantly y/y, but if the coverage ratio is at 5x, then bad years shouldn't affect the ability to pay the annual interest expense. The ratio at the end of FY23 stood at around 4.8, so doesn't seem to have trouble paying its obligations. Furthermore, its cash from operations has been at around $2B, so that is a good cushion in my opinion. The company's current ratio is not the best. It has been operating with a current ratio of 0.3 for at least the last 5 years, so it may not be of any risk, because it's been like this for a while, and about half of those current liabilities are deferred revenues, which is revenue that is received but because of the company's subscription-based nature, not recognized as such because the subscriptions are annual usually. Current Ratio (Author) So far, in terms of liquidity and solvency, it's not looking particularly great, which means I will be aiming for a higher margin of safety when it comes to its valuation in the later section. Now, let's look at the company's efficiency and profitability in more detail. SIRI's GAAP margins have been relatively stable, with gross margins seeing a slight decrease over the last couple of years, while EBIT and net margins have performed better. It looks like the company is maintaining its efficiency relatively well, which is better than a declining trend. Margins (Author) Looking further at efficiency, the company's return on assets has been decent also throughout the years, hovering at around 12% and well above my minimum of 5%. It seems that the management is good at utilizing the company's assets. Furthermore, the company's return on total capital measures how well the management is allocating total capital to profitable projects. In other words, measures the company's profitability. I usually look for at least 10%, which tells me that the company has a strong moat and a competitive advantage. SIRI's ROTC stood at around 19% as of FY23, which is impressive. No point in comparing the company's ROTC to competitors since SIRI is the only major satellite radio provider out there right now. ROTC and ROA (SA) In terms of revenues, SIRI has done decently in the past, but ever since the competition of people's ears came out in the form of streaming with the likes of Spotify, Apple Music, and YouTube Music, the growth has slowed down considerably, and it doesn't look like it'll be coming back anytime soon. Analysts are expecting around 1%-2% growth going forward, with -2% for FY24. The company needs to come up with some initiatives that would invigorate its top line. Revenue is stagnating (Author) Overall, the financials are somewhat of a mixed bag. The high debt figures balanced out with great cash flow and decent margins, but no growth in revenues. This mixed bag will demand a higher discount on the company's valuation model. Comments on the Outlook So, we don't know how long the company is going to survive in such a competitive market. The company needs to compete with juggernauts like the aforementioned Big Three for people's ears and it is not going to be easy. The audience is getting younger and more tech-savvy, which means everything needs to be advanced, and most will be using their phones to stream whatever they want to listen to. I'm not saying that there is no place for satellite radio in this world anymore, but it is getting harder and harder to maintain the market share. People in metropolitan areas are most likely will be using the streaming services that they must have been paying for years now. I've been using Spotify Premium since 2012 and I don't see this changing any time soon. Every time I am in my car, I connect to my Spotify account, and the only time that would fail is if I am on a long road trip where a network connection is non-existent. And even then, I had a large library of podcasts or albums downloaded because the radio stations were no good in my opinion. Many places are more rural and satellite radio comes in handy, so SIRI may maintain that niche until there is much better connectivity all around the globe, but the continual investment in satellites tells me that the company is still very positive about its future. The company's efforts of rebranding to appeal to the younger audiences are still in their very early stages and will need to prove it is going to take the market share away from the mentioned streaming giants, however, that is the initiative I like to see from a company that could have become extinct if it stays where it is. In my opinion, the streaming app is the only one that will matter in the end, and what sets SIRI apart from the other streaming platforms is the focus on the in-house production of shows. New shows with celebrities like John Mayer have done extremely well, as well as the world of podcasts is getting very popular globally, so I believe that further focus on this type of content will attract a certain group of people, a niche, that will be sustainable and profitable, but that is just my view on where the company should go because I don't think it is going to be easy to compete against the more established music streaming platforms out there. On top of that Spotify's extensive podcast library is also one big obstacle that SIRI needs to overcome if the company is going to go the route of original content creation. I don't believe listeners are quick to change which platform to use. I currently have YouTube Premium and yet I do not use YouTube Music as the app is just not what I'm used to. The time and effort put into the customization of my subscription on Spotify is too great even if another platform might be cheaper overall. I don't think I'm the only one on this. So, that is going to be a big challenge to overcome if SIRI is going to take market share away from established players like SPOT. Some services help with bringing your playlists across to other platforms, but I don't think they help with the customization that your current platform offers you via learning what you like to listen to and recommend something new to discover. In short, I may be biased, but the company will have to prove it can return to growth with its new streaming initiative to stay relevant and a strong competitor to the more established music streaming platforms that already take so much of people's listening time. The company's streaming platform Pandora has been very popular in the past and still boasts quite a lot of subscribers, however, according to Statista, which projected that the number of active users will fall to around 49m by '23, we can see from the report here that the number of active users is around 46m, so the company is losing users at a higher pace than originally modeled. By comparison, Spotify was projected to have around 100m active users by ´23 but ended up having around 114m. Valuation As I mentioned earlier, analysts aren't expecting much growth, which makes sense. They can't hope that the new growth initiatives will work out great, we need to see proof before assigning higher top-line growth estimates. Therefore, I went with around 1% CAGR over the next decade for the base case. To give myself a range of possible outcomes, I also modeled a more optimistic case and a more conservative case. Below are those estimates and their respective CAGRs. Revenue Assumptions (Author) In terms of margins and EPS, I went with conservative numbers too. Gross margins will see an improvement of around 200bps over the next decade, which I think is achievable. EPS will grow at around 2% on average just to be on the safer side, which will provide me with more room for error, and will act as more margin of safety. Below are those estimates. Margins and EPS assumptions (Author) For the DCF model, I went with the company's WACC of around 7.3% as my discount rate and 1.5% as my terminal growth rate. Furthermore, I added another 15% discount to the intrinsic value calculation, just to be completely protected from the downside. With that said, SIRI's intrinsic value is around $3 a share, which means it is quite overvalued in my opinion, and would not be a good time to start a position right now. Intrinsic Value (Author) Closing Comments From the perspective of a person who has no capital committed to the company, it is not a good time to start any position, therefore, I am assigning a hold rating, until it drops to around 3 bucks or the company is part of the Liberty Media Group already, as that company seems to be a better deal, with many analysts confirming it. I have not looked at the other company in detail, but all three ratings suggest either a buy or a strong buy. The company's share price has seen a lot of volatility and has underperformed in general. You could hope for another short squeeze again as we saw in mid-July '23, but that is not investing, and I don't see this happening anymore. I am staying away from the stock until I see how the transformation evolves in the near future, as I would like to see how well the rebranding and refocus will do.  The competition is very fierce and will take a lot of effort to appeal to the younger audience and regain market share, if that is even possible. The unique content that the company offers is appealing and could pivot itself more toward that niche of podcasts and more original content, but that content truly has to be unique and the only place top find it would on this platform.","news_type":1},"isVote":1,"tweetType":1,"viewCount":206,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":270107462983800,"gmtCreate":1706953335933,"gmtModify":1706953339932,"author":{"id":"3560400579582064","authorId":"3560400579582064","name":"Dirsett","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":9,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3560400579582064","authorIdStr":"3560400579582064"},"themes":[],"htmlText":"&nbsp; &nbsp;Bc c t😲🥱🇰🇳，","listText":"&nbsp; &nbsp;Bc c t😲🥱🇰🇳，","text":"Bc c t😲🥱🇰🇳，","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/270107462983800","repostId":"1160574120","repostType":2,"isVote":1,"tweetType":1,"viewCount":169,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":257180423073840,"gmtCreate":1703822180196,"gmtModify":1703822184521,"author":{"id":"3560400579582064","authorId":"3560400579582064","name":"Dirsett","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":9,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3560400579582064","authorIdStr":"3560400579582064"},"themes":[],"htmlText":"Share your opinion about this news…","listText":"Share your opinion about this news…","text":"Share your opinion about this news…","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/257180423073840","repostId":"2394123857","repostType":2,"repost":{"id":"2394123857","kind":"highlight","pubTimestamp":1703817769,"share":"https://ttm.financial/m/news/2394123857?lang=&edition=fundamental","pubTime":"2023-12-29 10:42","market":"us","language":"en","title":"Could Alphabet Stock Help You Become a Millionaire?","url":"https://stock-news.laohu8.com/highlight/detail?id=2394123857","media":"Motley Fool","summary":"Alphabet can potentially be one of the best-performing stocks in the market over an extended period.","content":"<html><head></head><body><ul style=\"\"><li><p>The company has several promising growth segments.</p></li><li><p>The combined power of improving margins and share buybacks will boost the stock.</p></li><li><p>Motley Fool Issues Rare “All In” Buy Alert</p></li></ul><p>Becoming a millionaire from a single stock is possible, although it isn&#39;t an advisable investing strategy. There&#39;s too much risk in putting all of your money into just one stock, as there&#39;s always a chance something could go wrong. However, pinpointing stocks that can provide market-beating returns can accelerate your path to becoming a millionaire, which is where <strong>Alphabet </strong>comes in.</p><p>Alphabet has been a long-term market beater, but can it keep doing it? Let&#39;s find out.</p><h2 id=\"id_4197141732\">Alphabet has several promising segments</h2><p>Alphabet is a wide-ranging business, with the Google ecosystem, YouTube, cloud computing, artificial intelligence (AI), and the Android operating system all to its name. It has multiple growth opportunities, but most are centered on advertising.</p><p>In Q3, nearly 80% of Alphabet&#39;s revenue came from advertising. However, this segment will undergo a major reorganization to drive further AI usage and increase efficiency.</p><p>Alphabet recently released its Gemini generative AI model, which beats its competition, including OpenAI&#39;s GPT-4, in nearly all benchmark tests. Furthermore, Gemini was the first model to beat human experts in the massive multitask language understanding test, showcasing its prowess. While this technology isn&#39;t monetized yet, Alphabet will find multiple ways to integrate it over the next few years.</p><p>Another exciting segment for Alphabet is its cloud computing wing. Although Google Cloud currently holds a third-place market share of 11%, the total market opportunity for this technology is expected to grow to $1.55 trillion by 2030, according to Grand View Research. Google Cloud&#39;s Q3 revenue was $8.4 billion, so it still has a massive growth runway.</p><p>Alphabet has many products that are steadily growing, making it a great long-term investment.</p><p>But what kind of growth can investors expect?</p><h2 id=\"id_444856758\">Alphabet has the makings of a market-crushing stock</h2><p>Besides a period of massive growth during 2021, Alphabet steadily grew its revenue at a fairly consistent mid-teens pace. However, it has been slower lately because the advertising market took a downturn in late 2022 and early 2023. With the ad market recovering, analysts project Alphabet to grow at about 12% next quarter.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/e5345d3ab77f9e332bacd3af8abe7719\" tg-width=\"720\" tg-height=\"451\"/></p><p>GOOGL Revenue (Quarterly YoY Growth) data by YCharts</p><p>Furthermore, Alphabet has massive growth ahead with its cloud computing and AI products, giving its steady advertising business a much-needed growth boost.</p><p>So with that expectation alone, Alphabet should be a market-beating investment. However, Alphabet has also been steadily increasing its operating margin through reorganizations and eliminating unprofitable programs. While Alphabet is far from completing this task, the results have been promising. </p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/7cd6cb66a6cb2c9f9e936b970849b715\" tg-width=\"720\" tg-height=\"451\"/></p><p>GOOGL Operating Margin (TTM) data by YCharts</p><p>The improvement in operating margin will allow Alphabet to produce more earnings, which will in turn increase the stock price.</p><p>Lastly, Alphabet consistently repurchased about $15 billion in its stock each quarter for the past two years. After accounting for stock-based compensation, Alphabet decreased its outstanding shares by around 2.6%. By reducing the outstanding shares, Alphabet can boost its earnings-per-share metric, commonly used to value mature companies like Alphabet.</p><p>With a low- to mid-teens growth, improving margins, and share buybacks, you have a recipe for a stock that can grow consistently in the mid-teens. Few stocks can do that over the long term, which is why Alphabet is one of my top stocks to buy right now and hold forever.</p></body></html>","source":"fool_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Could Alphabet Stock Help You Become a Millionaire?</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; 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}\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nCould Alphabet Stock Help You Become a Millionaire?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-12-29 10:42 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2023/12/28/could-alphabet-stock-help-you-become-a-millionaire/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>The company has several promising growth segments.The combined power of improving margins and share buybacks will boost the stock.Motley Fool Issues Rare “All In” Buy AlertBecoming a millionaire from ...</p>\n\n<a href=\"https://www.fool.com/investing/2023/12/28/could-alphabet-stock-help-you-become-a-millionaire/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU0149725797.USD":"汇丰美国股市经济规模基金","LU0354030511.USD":"ALLSPRING  U.S. LARGE CAP GROWTH \"I\" (USD) ACC","BK4548":"巴美列捷福持仓","LU0127658192.USD":"EASTSPRING INVESTMENTS GLOBAL TECHNOLOGY \"A\" (USD) ACC","IE00BJTD4N35.SGD":"Neuberger Berman US Long Short Equity A1  Acc SGD-H","LU0354030438.USD":"富国美国大盘成长基金Cl A Acc","LU0256863811.USD":"ALLIANZ US EQUITY \"A\" INC","IE0009356076.USD":"JANUS HENDERSON GLOBAL TECHNOLOGY AND INNOVATION \"A2\" (USD) ACC","LU0211328371.USD":"TEMPLETON GLOBAL EQUITY INCOME \"A\" (MDIS) (USD)   INC","IE00B775SV38.USD":"NEUBERGER BERMAN US MULTICAP OPPORTUNITIES \"A\" (USD) ACC","LU0528227936.USD":"富达环球人口趋势基金A-ACC","IE0034235188.USD":"PINEBRIDGE GLOBAL FOCUS EQUITY \"A\" (USD) ACC","BK4532":"文艺复兴科技持仓","BK4554":"元宇宙及AR概念","LU0128525929.USD":"TEMPLETON GLOBAL \"A\" (USD) ACC","IE00B3S45H60.SGD":"Neuberger Berman US Multicap Opportunities A Acc SGD-H","LU0109391861.USD":"富兰克林美国机遇基金A Acc","IE0004445239.USD":"JANUS HENDERSON US FORTY \"A2\" (USD) ACC","IE00BJJMRX11.SGD":"Janus Henderson Balanced A Acc SGD","BK4553":"喜马拉雅资本持仓","IE00BJTD4V19.USD":"NEUBERGER BERMAN US LONG SHORT EQUITY \"A1\" (USD) ACC","LU0211327993.USD":"TEMPLETON GLOBAL EQUITY INCOME \"A\" (USD) ACC","BK4534":"瑞士信贷持仓","LU0079474960.USD":"联博美国增长基金A","LU2237443382.USD":"Aberdeen Standard SICAV I - Global Dynamic Dividend A MIncA USD","LU0889565833.HKD":"FRANKLIN TECHNOLOGY \"A\" (HKD) ACC","LU0312595415.SGD":"Schroder ISF Global Climate Change Equity A Acc SGD","BK4533":"AQR资本管理(全球第二大对冲基金)","LU2237443549.SGD":"Aberdeen Standard SICAV I - Global Dynamic Dividend A MIncA SGD-H","IE00B1XK9C88.USD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A\" (USD) ACC","LU0310800379.SGD":"FTIF - Templeton Global A Acc SGD","LU0061474960.USD":"天利环球焦点基金AU Acc","LU0353189680.USD":"富国美国全盘成长基金Cl A Acc","LU2237443622.USD":"Aberdeen Standard SICAV I - Global Dynamic Dividend A Acc USD","LU1280957306.USD":"THREADNEEDLE (LUX) US CONTRARIAN CORE EQUITIES \"AUP\" (USD) INC","LU0494093205.USD":"贝莱德ESG灵活多元资产A2 USD-H","LU1914381329.SGD":"Allianz Best Styles Global Equity Cl ET Acc H2-SGD","LU2237443978.SGD":"Aberdeen Standard SICAV I - Global Dynamic Dividend A Acc SGD-H","BK4538":"云计算","LU0310799852.SGD":"FTIF - Templeton Global Equity Income A MDIS SGD","LU1804176565.USD":"EASTSPRING INV GLOBAL GROWTH EQUITY \"A\" (USD) ACC","LU0353189763.USD":"ALLSPRING  US ALL CAP GROWTH FUND \"I\" (USD) ACC","LU0130103400.USD":"Natixis Harris Associates Global Equity RA USD","IE0004445015.USD":"JANUS HENDERSON BALANCED \"A2\" (USD) ACC","LU1691799644.USD":"Amundi Funds Polen Capital Global Growth A2 (C) USD","IE00B1BXHZ80.USD":"Legg Mason ClearBridge - US Appreciation A Acc USD","GOOG":"谷歌","LU0061475181.USD":"THREADNEEDLE (LUX) AMERICAN \"AU\" (USD) ACC","GOOGL":"谷歌A"},"source_url":"https://www.fool.com/investing/2023/12/28/could-alphabet-stock-help-you-become-a-millionaire/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2394123857","content_text":"The company has several promising growth segments.The combined power of improving margins and share buybacks will boost the stock.Motley Fool Issues Rare “All In” Buy AlertBecoming a millionaire from a single stock is possible, although it isn't an advisable investing strategy. There's too much risk in putting all of your money into just one stock, as there's always a chance something could go wrong. However, pinpointing stocks that can provide market-beating returns can accelerate your path to becoming a millionaire, which is where Alphabet comes in.Alphabet has been a long-term market beater, but can it keep doing it? Let's find out.Alphabet has several promising segmentsAlphabet is a wide-ranging business, with the Google ecosystem, YouTube, cloud computing, artificial intelligence (AI), and the Android operating system all to its name. It has multiple growth opportunities, but most are centered on advertising.In Q3, nearly 80% of Alphabet's revenue came from advertising. However, this segment will undergo a major reorganization to drive further AI usage and increase efficiency.Alphabet recently released its Gemini generative AI model, which beats its competition, including OpenAI's GPT-4, in nearly all benchmark tests. Furthermore, Gemini was the first model to beat human experts in the massive multitask language understanding test, showcasing its prowess. While this technology isn't monetized yet, Alphabet will find multiple ways to integrate it over the next few years.Another exciting segment for Alphabet is its cloud computing wing. Although Google Cloud currently holds a third-place market share of 11%, the total market opportunity for this technology is expected to grow to $1.55 trillion by 2030, according to Grand View Research. Google Cloud's Q3 revenue was $8.4 billion, so it still has a massive growth runway.Alphabet has many products that are steadily growing, making it a great long-term investment.But what kind of growth can investors expect?Alphabet has the makings of a market-crushing stockBesides a period of massive growth during 2021, Alphabet steadily grew its revenue at a fairly consistent mid-teens pace. However, it has been slower lately because the advertising market took a downturn in late 2022 and early 2023. With the ad market recovering, analysts project Alphabet to grow at about 12% next quarter.GOOGL Revenue (Quarterly YoY Growth) data by YChartsFurthermore, Alphabet has massive growth ahead with its cloud computing and AI products, giving its steady advertising business a much-needed growth boost.So with that expectation alone, Alphabet should be a market-beating investment. However, Alphabet has also been steadily increasing its operating margin through reorganizations and eliminating unprofitable programs. While Alphabet is far from completing this task, the results have been promising. GOOGL Operating Margin (TTM) data by YChartsThe improvement in operating margin will allow Alphabet to produce more earnings, which will in turn increase the stock price.Lastly, Alphabet consistently repurchased about $15 billion in its stock each quarter for the past two years. After accounting for stock-based compensation, Alphabet decreased its outstanding shares by around 2.6%. By reducing the outstanding shares, Alphabet can boost its earnings-per-share metric, commonly used to value mature companies like Alphabet.With a low- to mid-teens growth, improving margins, and share buybacks, you have a recipe for a stock that can grow consistently in the mid-teens. Few stocks can do that over the long term, which is why Alphabet is one of my top stocks to buy right now and hold forever.","news_type":1},"isVote":1,"tweetType":1,"viewCount":264,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":255810217832520,"gmtCreate":1703467159635,"gmtModify":1703467164938,"author":{"id":"3560400579582064","authorId":"3560400579582064","name":"Dirsett","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":9,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3560400579582064","authorIdStr":"3560400579582064"},"themes":[],"htmlText":"Share your opinion about this news…","listText":"Share your opinion about this news…","text":"Share your opinion about this news…","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/255810217832520","repostId":"2394284951","repostType":2,"repost":{"id":"2394284951","kind":"highlight","pubTimestamp":1703465831,"share":"https://ttm.financial/m/news/2394284951?lang=&edition=fundamental","pubTime":"2023-12-25 08:57","market":"us","language":"en","title":"7 Top Growth Stocks to Buy BEFORE They Take Off in 2024","url":"https://stock-news.laohu8.com/highlight/detail?id=2394284951","media":"InvestorPlace","summary":"These top growth stocks across high-potential sectors have been executing very well recently and seem poised to take off in 2024.","content":"<html><head></head><body><ul style=\"\"><li><p><strong>QuickLogic</strong> (<strong><u>QUIK</u></strong>): EPS projected to triple in 2024 as fabless chipmaker wins major AI/ML clients.</p></li><li><p><strong>Li Auto</strong> (<strong><u>LI</u></strong>): Grew revenue by 271% and profits by 272% last quarter while rival EV makers struggled.</p></li><li><p><strong>Lasertec</strong> (<strong><u>LSRCY,</u></strong> <strong>LSRCF</strong>): Dominates key lithography tool niche with 90% market share as AI chip demand explodes.</p></li><li><p>Continue reading for the complete list of the growth stocks!</p></li></ul><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/91ecbb12fc2a4173ccc5331b45fc4be9\" tg-width=\"768\" tg-height=\"432\"/></p><p>Source: 3rdtimeluckystudio / Shutterstock</p><p>There finally seems to be light at the end of the tunnel for growth stocks. As we head into 2024, the <strong>Nasdaq</strong> index has steadily begun recovering. While it still has a way to go before reaching its 2021 peak, I believe it’s only a matter of time. The economy is showing positive signs as well – strong GDP growth, low unemployment, and expected interest rate cuts in 2024 all point to sunnier days ahead.</p><p>In this bullish environment, now could be the perfect time to take positions in high-potential growth stocks before they take off. I’ve compiled a list of seven top growth stocks that I believe are poised for massive gains in 2024. Some are still undervalued after last year’s selloff and are ripe for a recovery, while others managed to power through the uncertainty and carry strong momentum into the new year.</p><p>Of course, the market is still susceptible to a black swan event, and growth stocks carry higher risk. But historically, periods of recovery after major sell-offs have led to especially lucrative gains for those brave enough to buy when others are fearful. I believe 2024 will be no different. </p><h2 id=\"id_127724443\">QuickLogic (QUIK)</h2><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/100857ab807cf27a2678aaef07a0c4f9\" tg-width=\"300\" tg-height=\"169\"/></p><p>Source: Khakimullin Aleksandr / Shutterstock</p><p>As the hype around AI and machine learning cools in some sectors, <strong>QuickLogic</strong> (NASDAQ:<strong>QUIK</strong>) continues to shine. This fabless chipmaker has been landing major clients left and right as companies and governments rush to integrate AI capabilities. Sales and profits are surging as a result. In just the past year, the stock has soared over 161, yet it still trades at a forward P/E of just 38 based on 2024 projections.</p><p>With EPS poised to more than triple next year per analyst estimates, I believe QuickLogic remains significantly undervalued. The growth trajectory here is explosive, thanks to the sheer demand for optimized AI chips. As one of the leading fabless designers in this space, QuickLogic finds itself in the right place at the right time to capitalize. Plus, the company has a history of comfortably beating earnings expectations.</p><p>I’m thrilled to see the stock finally getting some recognition. The catalysts are obvious – global AI chip demand is experiencing parabolic growth. QuickLogic’s specialization in low-power optimized designs places its offerings in hot demand across sectors like automotive, mobile, and IoT. As profits continue to impress, investors will clamor for this growth stock.</p><h2 id=\"id_2283277183\">Li Auto (LI)</h2><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/55a67c80329b92468ee92f5c4c678074\" tg-width=\"300\" tg-height=\"169\"/></p><p>Source: Robert Way / Shutterstock.com</p><p>As U.S. electric vehicle makers stumble with production delays, losses, and extreme dilution, <strong>Li Auto</strong> (NASDAQ:<strong>LI</strong>) continues humming along at an impressive clip. The Chinese manufacturer grew revenue by a whopping 271% last quarter. Bottom-line expansion hit 272% over the same period last year. Unlike rivals, Li Auto is actually profitable while growing leaps and bounds.</p><p>Not only that, Li Auto outsold Tesla in October 2023 to become the EV sales leader in China. The company’s hybrid offerings resonate strongly with Chinese consumers thanks to competitive pricing and quality. Li Auto now commands a 4.5% share of China’s EV market – a remarkable achievement.</p><p>Despite the blistering growth, LI stock trades nearly 30% off its August peak. Expanding gross margins and surging deliveries make Li Auto ripe for multiple expansions. As Chinese regulators renew EV subsidies next year, demand stands to rise higher. I believe the current entry point won’t last long. Li Auto remains my top EV startup pick because of its solid execution and immense growth prospects in the years ahead. Buckle up for liable gains!</p><h2 id=\"id_2064988648\">Lasertec (LSRCY, LSRCF)</h2><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/c9783c1fb86e86e1157f7742b426faec\" tg-width=\"300\" tg-height=\"169\"/></p><p>Source: MEE KO DONG / Shutterstock</p><p>I’ve been bullish on <strong>Lasertec</strong> (OTCMKTS:<strong><u>LSRCF</u></strong>, OTCMKTS:<strong><u>LSRCY</u></strong>) for months, first recommending the stock in June 202. Since then, shares have continued marching higher, gaining nearly 70%. Yet, I still believe the party’s just getting started for this Japanese manufacturer of chipmaking equipment.</p><p>My bullishness stems from surging capital expenditures by semiconductor fabricators specializing in AI, ADAS, and other advanced chips. All next-generation technologies rely on advanced lithography for optimized performance – exactly Lasertec’s specialty. With over 90% global market share in EUV mask inspection tools, Lasertec is perfectly positioned to ride the ongoing AI chip boom.</p><p>Chip manufacturers are desperate to get their hands on these tools – supply simply can’t keep up with demand. As sales and profits surpass estimates, I expect shares to keep up their momentum through 2024 and beyond.</p><p>The AI revolution is still early, so the chip explosion should last for years. Thus, Lasertec’s dominance in a critical fabrication niche makes it one of the best ways to play this trend.</p><h2 id=\"id_2328826098\">Coupang (CPNG)</h2><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/98997ee19d6feac124a5518f4f3c3c75\" tg-width=\"300\" tg-height=\"169\"/></p><p>Source: Michael Vi / Shutterstock.com</p><p>E-commerce stocks endured a rough 2022 and 2023, but the tides are shifting as we head into 2024. <strong>Coupang</strong> (NYSE:<strong>CPNG</strong>) has borne the brunt of the sector selloff, with shares plunging over 60% from its 2021 IPO price. However, this top South Korean e-tailer looks severely oversold at just 1.2 forward sales.</p><p>Analysts forecast 74% EPS growth next year and 16% revenue expansion annually over the next 3-5 years. With muted expectations, Coupang can handily beat projections as online shopping activity picks back up. South Korea’s e-commerce penetration still lags behind most developed nations, offering immense runway for growth.</p><p>Coupang is not resting on its laurels, either. The company is launching new verticals like travel and dining. Same-day delivery and competitive pricing also promote incredible customer loyalty – key in recession-wary times.</p><p>The market has left Coupang for dead, but I believe a comeback looms in 2024.</p><h2 id=\"id_1006273428\"><a href=\"https://laohu8.com/S/ENPH\">Enphase Energy</a> (ENPH)</h2><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/37865864a902976867525b1a904eca55\" tg-width=\"300\" tg-height=\"169\"/></p><p>Source: T. Schneider / Shutterstock.com</p><p>Like other high-octane growth stories, <strong>Enphase Energy</strong> (NASDAQ:<strong>ENPH</strong>) lost its shine amidst the EV market carnage. Shares have plunged nearly 76% from 2022 peaks as part of the mass EV and clean energy exodus. But over the last month, ENPH has charged 72% higher off bear market lows. I think a comeback is just getting started.</p><p>No doubt – revenue growth has slowed sharply after years of hyper-expansion. Margins remain enviable, though, with Enphase having net margins above 86% of industry peers. The energy storage pioneer also typically guides conservatively.</p><p>With the Fed projected to cut rates in 2024, investors should regain their appetite for pricy growth stocks. This could likely spark a renewed rally in Enphase. I believe clean energy demand will continue rising regardless of near-term production headwinds.</p><h2 id=\"id_3561025226\">Sociedad Quimica Y Minera De Chile (SQM)</h2><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/e6613ff4efbd3376207d9f1234061b8a\" tg-width=\"300\" tg-height=\"169\"/></p><p>Source: madamF / Shutterstock.com</p><p>It’s been a rollercoaster ride for lithium stocks like <strong>SQM</strong> (NYSE:<strong>SQM</strong>). After surging to record highs in 2021 and early 2022, SQM has plunged over 50% on easing lithium prices and demand concerns hampering EV growth. But with strong battery demand over the long term, I think the selloff leaves SQM shares attractively valued.</p><p>SQM boasts leadership in low-cost lithium production, fueling an enviable 26% net margin even after the price pullback. Meanwhile, lithium demand is slated for more growth this decade as EV adoption rises. With prices normalizing, automakers should accelerate EV investments again. By 2024, many catalysts line up favorably for lithium stocks – stable rates, recovering economies, EV model launches, and more.</p><p>As the largest lithium miner trading at just 7.6 times forward earnings, SQM offers a compelling risk/reward profile during this temporary slump. The current calm won’t last forever, though. When lithium demand surges again, SQM will be off to the races.</p><h2 id=\"id_851090873\">Riot Platforms (RIOT)</h2><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/84cf777374981a0defc49e7efc38c94c\" tg-width=\"300\" tg-height=\"169\"/></p><p>Source: rafapress / Shutterstock.com</p><p>As <strong>Bitcoin</strong> (<strong>BTC-USD</strong>) continues marching towards the coveted $100K mark, <strong>Riot Platforms</strong> (NASDAQ:<strong>RIOT</strong>) offers leveraged exposure to crypto upside. This company has rapidly expanded its mining operations to capitalize on Bitcoin’s next ascent. Thanks to industry-leading low mining costs, RIOT generates immaculate profitability.</p><p>In April 2024, the next Bitcoin halving event should send crypto prices soaring based on historical trends. With market dynamics lining up favorably again, Bitcoin could retest its former peak above $68K. As profits get halved for miners, efficient operators like Riot Platforms with the lowest energy costs will win market share. It mines each BTC at a cost of just $5,537. Compare that with the price today!</p></body></html>","source":"investorplace_stock_picks","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>7 Top Growth Stocks to Buy BEFORE They Take Off in 2024</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; 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}\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n7 Top Growth Stocks to Buy BEFORE They Take Off in 2024\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-12-25 08:57 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://investorplace.com/2023/12/7-top-growth-stocks-to-buy-before-they-take-off-in-2024/><strong>InvestorPlace</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>QuickLogic (QUIK): EPS projected to triple in 2024 as fabless chipmaker wins major AI/ML clients.Li Auto (LI): Grew revenue by 271% and profits by 272% last quarter while rival EV makers struggled....</p>\n\n<a href=\"https://investorplace.com/2023/12/7-top-growth-stocks-to-buy-before-they-take-off-in-2024/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU1720051017.SGD":"Allianz Global Artificial Intelligence AT Acc H2-SGD","BK4526":"热门中概股","LU1548497426.USD":"安联环球人工智能AT Acc","BK4141":"半导体产品","LSRCY":"Lasertec Corp.","BK4545":"锂电池","BK4503":"景林资产持仓","BK4220":"综合零售","BK4122":"互联网与直销零售","BK4551":"寇图资本持仓","CPNG":"Coupang, Inc.","ENPH":"Enphase Energy","LU0719512351.SGD":"JPMorgan Funds - US Technology A (acc) SGD","LU0348723411.USD":"ALLIANZ GLOBAL HI-TECH GROWTH \"A\" (USD) INC","LU1720051108.HKD":"ALLIANZ GLOBAL ARTIFICIAL INTELLIGENCE \"AT\" (HKD) ACC","BK4096":"电气部件与设备","LI":"理想汽车","BK4093":"化肥与农用药剂","BK4099":"汽车制造商","LU2357305700.SGD":"Allianz Global Artificial Intelligence ET H2-SGD","LU0979878070.USD":"FULLERTON LUX FUNDS - ASIA ABSOLUTE ALPHA \"A\" (USD) ACC","BK4563":"昨日强势股","BK4548":"巴美列捷福持仓","LU0082616367.USD":"摩根大通美国科技A（dist）","BK4585":"ETF&股票定投概念","BK4023":"应用软件","LU1242518857.USD":"FULLERTON LUX FUNDS - ASIA ABSOLUTE ALPHA \"I\" (USD) ACC","LU0572108347.SGD":"Blackrock Latin American A2 SGD-H","QUIK":"快辑半导体","SQM":"智利矿业化工","BK4147":"半导体设备","BK4555":"新能源车","LU1242518931.SGD":"Fullerton Lux Funds - Asia Absolute Alpha A Acc SGD","LU1861219969.SGD":"Blackrock Future of Transport A2 SGD-H","RIOT":"Riot Platforms","BK4588":"碎股","LU0072463663.USD":"Blackrock Latin American A2 USD","LU1861214812.USD":"Blackrock Future of Transport A2 USD"},"source_url":"https://investorplace.com/2023/12/7-top-growth-stocks-to-buy-before-they-take-off-in-2024/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2394284951","content_text":"QuickLogic (QUIK): EPS projected to triple in 2024 as fabless chipmaker wins major AI/ML clients.Li Auto (LI): Grew revenue by 271% and profits by 272% last quarter while rival EV makers struggled.Lasertec (LSRCY, LSRCF): Dominates key lithography tool niche with 90% market share as AI chip demand explodes.Continue reading for the complete list of the growth stocks!Source: 3rdtimeluckystudio / ShutterstockThere finally seems to be light at the end of the tunnel for growth stocks. As we head into 2024, the Nasdaq index has steadily begun recovering. While it still has a way to go before reaching its 2021 peak, I believe it’s only a matter of time. The economy is showing positive signs as well – strong GDP growth, low unemployment, and expected interest rate cuts in 2024 all point to sunnier days ahead.In this bullish environment, now could be the perfect time to take positions in high-potential growth stocks before they take off. I’ve compiled a list of seven top growth stocks that I believe are poised for massive gains in 2024. Some are still undervalued after last year’s selloff and are ripe for a recovery, while others managed to power through the uncertainty and carry strong momentum into the new year.Of course, the market is still susceptible to a black swan event, and growth stocks carry higher risk. But historically, periods of recovery after major sell-offs have led to especially lucrative gains for those brave enough to buy when others are fearful. I believe 2024 will be no different. QuickLogic (QUIK)Source: Khakimullin Aleksandr / ShutterstockAs the hype around AI and machine learning cools in some sectors, QuickLogic (NASDAQ:QUIK) continues to shine. This fabless chipmaker has been landing major clients left and right as companies and governments rush to integrate AI capabilities. Sales and profits are surging as a result. In just the past year, the stock has soared over 161, yet it still trades at a forward P/E of just 38 based on 2024 projections.With EPS poised to more than triple next year per analyst estimates, I believe QuickLogic remains significantly undervalued. The growth trajectory here is explosive, thanks to the sheer demand for optimized AI chips. As one of the leading fabless designers in this space, QuickLogic finds itself in the right place at the right time to capitalize. Plus, the company has a history of comfortably beating earnings expectations.I’m thrilled to see the stock finally getting some recognition. The catalysts are obvious – global AI chip demand is experiencing parabolic growth. QuickLogic’s specialization in low-power optimized designs places its offerings in hot demand across sectors like automotive, mobile, and IoT. As profits continue to impress, investors will clamor for this growth stock.Li Auto (LI)Source: Robert Way / Shutterstock.comAs U.S. electric vehicle makers stumble with production delays, losses, and extreme dilution, Li Auto (NASDAQ:LI) continues humming along at an impressive clip. The Chinese manufacturer grew revenue by a whopping 271% last quarter. Bottom-line expansion hit 272% over the same period last year. Unlike rivals, Li Auto is actually profitable while growing leaps and bounds.Not only that, Li Auto outsold Tesla in October 2023 to become the EV sales leader in China. The company’s hybrid offerings resonate strongly with Chinese consumers thanks to competitive pricing and quality. Li Auto now commands a 4.5% share of China’s EV market – a remarkable achievement.Despite the blistering growth, LI stock trades nearly 30% off its August peak. Expanding gross margins and surging deliveries make Li Auto ripe for multiple expansions. As Chinese regulators renew EV subsidies next year, demand stands to rise higher. I believe the current entry point won’t last long. Li Auto remains my top EV startup pick because of its solid execution and immense growth prospects in the years ahead. Buckle up for liable gains!Lasertec (LSRCY, LSRCF)Source: MEE KO DONG / ShutterstockI’ve been bullish on Lasertec (OTCMKTS:LSRCF, OTCMKTS:LSRCY) for months, first recommending the stock in June 202. Since then, shares have continued marching higher, gaining nearly 70%. Yet, I still believe the party’s just getting started for this Japanese manufacturer of chipmaking equipment.My bullishness stems from surging capital expenditures by semiconductor fabricators specializing in AI, ADAS, and other advanced chips. All next-generation technologies rely on advanced lithography for optimized performance – exactly Lasertec’s specialty. With over 90% global market share in EUV mask inspection tools, Lasertec is perfectly positioned to ride the ongoing AI chip boom.Chip manufacturers are desperate to get their hands on these tools – supply simply can’t keep up with demand. As sales and profits surpass estimates, I expect shares to keep up their momentum through 2024 and beyond.The AI revolution is still early, so the chip explosion should last for years. Thus, Lasertec’s dominance in a critical fabrication niche makes it one of the best ways to play this trend.Coupang (CPNG)Source: Michael Vi / Shutterstock.comE-commerce stocks endured a rough 2022 and 2023, but the tides are shifting as we head into 2024. Coupang (NYSE:CPNG) has borne the brunt of the sector selloff, with shares plunging over 60% from its 2021 IPO price. However, this top South Korean e-tailer looks severely oversold at just 1.2 forward sales.Analysts forecast 74% EPS growth next year and 16% revenue expansion annually over the next 3-5 years. With muted expectations, Coupang can handily beat projections as online shopping activity picks back up. South Korea’s e-commerce penetration still lags behind most developed nations, offering immense runway for growth.Coupang is not resting on its laurels, either. The company is launching new verticals like travel and dining. Same-day delivery and competitive pricing also promote incredible customer loyalty – key in recession-wary times.The market has left Coupang for dead, but I believe a comeback looms in 2024.Enphase Energy (ENPH)Source: T. Schneider / Shutterstock.comLike other high-octane growth stories, Enphase Energy (NASDAQ:ENPH) lost its shine amidst the EV market carnage. Shares have plunged nearly 76% from 2022 peaks as part of the mass EV and clean energy exodus. But over the last month, ENPH has charged 72% higher off bear market lows. I think a comeback is just getting started.No doubt – revenue growth has slowed sharply after years of hyper-expansion. Margins remain enviable, though, with Enphase having net margins above 86% of industry peers. The energy storage pioneer also typically guides conservatively.With the Fed projected to cut rates in 2024, investors should regain their appetite for pricy growth stocks. This could likely spark a renewed rally in Enphase. I believe clean energy demand will continue rising regardless of near-term production headwinds.Sociedad Quimica Y Minera De Chile (SQM)Source: madamF / Shutterstock.comIt’s been a rollercoaster ride for lithium stocks like SQM (NYSE:SQM). After surging to record highs in 2021 and early 2022, SQM has plunged over 50% on easing lithium prices and demand concerns hampering EV growth. But with strong battery demand over the long term, I think the selloff leaves SQM shares attractively valued.SQM boasts leadership in low-cost lithium production, fueling an enviable 26% net margin even after the price pullback. Meanwhile, lithium demand is slated for more growth this decade as EV adoption rises. With prices normalizing, automakers should accelerate EV investments again. By 2024, many catalysts line up favorably for lithium stocks – stable rates, recovering economies, EV model launches, and more.As the largest lithium miner trading at just 7.6 times forward earnings, SQM offers a compelling risk/reward profile during this temporary slump. The current calm won’t last forever, though. When lithium demand surges again, SQM will be off to the races.Riot Platforms (RIOT)Source: rafapress / Shutterstock.comAs Bitcoin (BTC-USD) continues marching towards the coveted $100K mark, Riot Platforms (NASDAQ:RIOT) offers leveraged exposure to crypto upside. This company has rapidly expanded its mining operations to capitalize on Bitcoin’s next ascent. Thanks to industry-leading low mining costs, RIOT generates immaculate profitability.In April 2024, the next Bitcoin halving event should send crypto prices soaring based on historical trends. With market dynamics lining up favorably again, Bitcoin could retest its former peak above $68K. As profits get halved for miners, efficient operators like Riot Platforms with the lowest energy costs will win market share. It mines each BTC at a cost of just $5,537. Compare that with the price today!","news_type":1},"isVote":1,"tweetType":1,"viewCount":202,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9946678898,"gmtCreate":1680961272015,"gmtModify":1680961276336,"author":{"id":"3560400579582064","authorId":"3560400579582064","name":"Dirsett","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":9,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3560400579582064","authorIdStr":"3560400579582064"},"themes":[],"htmlText":"Share your opinion about this news…","listText":"Share your opinion about this news…","text":"Share your opinion about this news…","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9946678898","repostId":"1199831911","repostType":2,"repost":{"id":"1199831911","kind":"news","pubTimestamp":1680880637,"share":"https://ttm.financial/m/news/1199831911?lang=&edition=fundamental","pubTime":"2023-04-07 23:17","market":"us","language":"en","title":"3 Sorry Energy Stocks to Sell in April Before It’s Too Late","url":"https://stock-news.laohu8.com/highlight/detail?id=1199831911","media":"InvestorPlace","summary":"Energy stocks are cheap, but selling losers now might be a good idea anyway. Chesapeake Energy Compa","content":"<html><head></head><body><ul><li><p>Energy stocks are cheap, but selling losers now might be a good idea anyway. </p></li><li><p><strong>Chesapeake Energy Company </strong>(<strong><u>CHK</u></strong>): CHK stock should continue to fall, as major factors conspire to send it lower. </p></li><li><p><strong>Devon Energy Company </strong>(<strong><u>DVN</u></strong>): Devon Energy’s sky-high dividend speaks to its risk. </p></li><li><p><strong>ConocoPhillips </strong>(<strong><u>COP</u></strong>): The company’s imperiled Willow Project is causing real problems for ConocoPhillips.</p></li></ul><p>The energy sector had a blockbuster year in 2022, and actually turned out to be the best-performing sector overall. Thus far, 2023 has not played out well for investors in this sector, with energy stocks falling 4.23%, based on the S&amp;P Global 1200 Energy index. Those negative returns contrast poorly with the broader <strong>S&amp;P 500</strong>, which has risen 7.5% year-to-date, at the time of writing.</p><p style=\"text-align: start;\">Nevertheless, there have been outliers among energy stocks that have bucked the trend, producing solid returns. <strong>BP </strong>(NYSE: <strong>BP</strong>) and <strong>Marathon Petroleum</strong> (NYSE: <strong>MPC</strong>) among their ranks.</p><p style=\"text-align: start;\">However, this list focuses on the underperformers, particularly specific energy stocks investors should be looking to sell. Now is the time to rotate out of these companies, and into better-performing energy stocks or other sectors, including tech.</p><h2 style=\"text-align: start;\">Chesapeake Energy (CHK)</h2><p><strong>Chesapeake Energy </strong>(NASDAQ: <strong>CHK</strong>) was a solid stock to have held in 2022. Like many energy stocks, it had a strong year due to booming energy prices. The company deals primarily in natural gas, which soared last year. This led to a more than doubling of revenues in 2022, reaching $11.74 billion.</p><p style=\"text-align: start;\">That strong performance resulted in CHK stock increasing from $66 to $94 in 2022. Of course, 2023 has begun as an entirely different story. CHK stock has since declined to around $75 per share, at the time of writing.</p><p style=\"text-align: start;\">The company’s forecasted production volume, as well as expected energy prices, are not in Chesapeake’s favor right now. In short, 2023 will not be a repeat of 2022, which suggests investors should avoid CHK stock, or sell now.</p><p style=\"text-align: start;\">The company provided guidance that 2023 production volume will likely be lower than 2022, when it released earnings in February. And the U.S. Energy Information Administration has forecast lower prices throughout 2023.</p><p style=\"text-align: start;\">Those aren’t the only two factors that determine Chesapeake’s share prices, to be sure. However, they are critical factors nonetheless. The company won’t produce 2022-level revenues in 2023, which is a simple reason to avoid CHK stock now.</p><h2 style=\"text-align: start;\">Devon Energy (DVN)</h2><p><strong>Devon Energy </strong>(NYSE: <strong>DVN</strong>) had a great 2022, just as Chesapeake Energy and many other energy companies did. High-level metrics suggest DVN stock is investment grade, something the company has called itself in the past.</p><p style=\"text-align: start;\">Devon’s free cash flows more than doubled in 2022, reaching $6 billion. Additionally, the company’s Q4 oil production volumes reached an all-time high of 316,000 barrels per day. And for shareholders, its already-high dividend was raised by 11% in 2023.</p><p style=\"text-align: start;\">These strong results make it difficult to understand why Devon Energy has seen declining share prices in 2023. But it’s a case of past performance not guaranteeing future returns. Devon Energy’s issue is weak 2023 production expectations paired with higher-than-expected capital expenditures. If a given company’s income is expected to fall while its expenses rise, it will be more vulnerable. That’s where Devon Energy is currently due to those combined factors.</p><p style=\"text-align: start;\">Devon’s 10% dividend is very enticing, but investors should remain cautious. Such high yields tend to indicate significantly higher risk, which the market is clearly pricing into this stock now.</p><h2 style=\"text-align: start;\">ConocoPhillips (COP)</h2><p>The fortunes of<strong> ConocoPhillips </strong>(NYSE: <strong>COP</strong>), and those of its shareholders, have not been strong this year. In 2023, COP stock has been among the many energy stocks that have witnessed a drop. Much of that decline can be attributed to news surrounding the company’s Willow Project on Alaska’s North Slope.</p><p style=\"text-align: start;\">That project has faced significant scrutiny, culminating in an environmental review by the Biden Administration. The Interior Department was tasked with deciding whether to allow drilling, issuing its Record of Decision on 13 March.</p><p style=\"text-align: start;\">That decision rejected two of ConocoPhillips’ five proposed drill sites, reducing and its overall footprint by 40%. COP stock fell immediately following the announcement of the decision. Even before the decision was announced, there was speculation about a scaled-down decision. Those rumors also suggested that the project’s economic feasibility was in doubt under such a scenario.</p><p style=\"text-align: start;\">Time will tell what the financial results of the project are. However, a less-than-ideal outcome has materialized for ConocoPhillips. That’s a solid sign to avoid COP stock for now.</p></body></html>","source":"investorplace","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>3 Sorry Energy Stocks to Sell in April Before It’s Too Late</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n3 Sorry Energy Stocks to Sell in April Before It’s Too Late\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-04-07 23:17 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://investorplace.com/2023/04/3-sorry-energy-stocks-to-sell-in-april-before-its-too-late/><strong>InvestorPlace</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Energy stocks are cheap, but selling losers now might be a good idea anyway. Chesapeake Energy Company (CHK): CHK stock should continue to fall, as major factors conspire to send it lower. Devon ...</p>\n\n<a href=\"https://investorplace.com/2023/04/3-sorry-energy-stocks-to-sell-in-april-before-its-too-late/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"DVN":"德文能源","COP":"康菲石油"},"source_url":"https://investorplace.com/2023/04/3-sorry-energy-stocks-to-sell-in-april-before-its-too-late/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1199831911","content_text":"Energy stocks are cheap, but selling losers now might be a good idea anyway. Chesapeake Energy Company (CHK): CHK stock should continue to fall, as major factors conspire to send it lower. Devon Energy Company (DVN): Devon Energy’s sky-high dividend speaks to its risk. ConocoPhillips (COP): The company’s imperiled Willow Project is causing real problems for ConocoPhillips.The energy sector had a blockbuster year in 2022, and actually turned out to be the best-performing sector overall. Thus far, 2023 has not played out well for investors in this sector, with energy stocks falling 4.23%, based on the S&P Global 1200 Energy index. Those negative returns contrast poorly with the broader S&P 500, which has risen 7.5% year-to-date, at the time of writing.Nevertheless, there have been outliers among energy stocks that have bucked the trend, producing solid returns. BP (NYSE: BP) and Marathon Petroleum (NYSE: MPC) among their ranks.However, this list focuses on the underperformers, particularly specific energy stocks investors should be looking to sell. Now is the time to rotate out of these companies, and into better-performing energy stocks or other sectors, including tech.Chesapeake Energy (CHK)Chesapeake Energy (NASDAQ: CHK) was a solid stock to have held in 2022. Like many energy stocks, it had a strong year due to booming energy prices. The company deals primarily in natural gas, which soared last year. This led to a more than doubling of revenues in 2022, reaching $11.74 billion.That strong performance resulted in CHK stock increasing from $66 to $94 in 2022. Of course, 2023 has begun as an entirely different story. CHK stock has since declined to around $75 per share, at the time of writing.The company’s forecasted production volume, as well as expected energy prices, are not in Chesapeake’s favor right now. In short, 2023 will not be a repeat of 2022, which suggests investors should avoid CHK stock, or sell now.The company provided guidance that 2023 production volume will likely be lower than 2022, when it released earnings in February. And the U.S. Energy Information Administration has forecast lower prices throughout 2023.Those aren’t the only two factors that determine Chesapeake’s share prices, to be sure. However, they are critical factors nonetheless. The company won’t produce 2022-level revenues in 2023, which is a simple reason to avoid CHK stock now.Devon Energy (DVN)Devon Energy (NYSE: DVN) had a great 2022, just as Chesapeake Energy and many other energy companies did. High-level metrics suggest DVN stock is investment grade, something the company has called itself in the past.Devon’s free cash flows more than doubled in 2022, reaching $6 billion. Additionally, the company’s Q4 oil production volumes reached an all-time high of 316,000 barrels per day. And for shareholders, its already-high dividend was raised by 11% in 2023.These strong results make it difficult to understand why Devon Energy has seen declining share prices in 2023. But it’s a case of past performance not guaranteeing future returns. Devon Energy’s issue is weak 2023 production expectations paired with higher-than-expected capital expenditures. If a given company’s income is expected to fall while its expenses rise, it will be more vulnerable. That’s where Devon Energy is currently due to those combined factors.Devon’s 10% dividend is very enticing, but investors should remain cautious. Such high yields tend to indicate significantly higher risk, which the market is clearly pricing into this stock now.ConocoPhillips (COP)The fortunes of ConocoPhillips (NYSE: COP), and those of its shareholders, have not been strong this year. In 2023, COP stock has been among the many energy stocks that have witnessed a drop. Much of that decline can be attributed to news surrounding the company’s Willow Project on Alaska’s North Slope.That project has faced significant scrutiny, culminating in an environmental review by the Biden Administration. The Interior Department was tasked with deciding whether to allow drilling, issuing its Record of Decision on 13 March.That decision rejected two of ConocoPhillips’ five proposed drill sites, reducing and its overall footprint by 40%. COP stock fell immediately following the announcement of the decision. Even before the decision was announced, there was speculation about a scaled-down decision. Those rumors also suggested that the project’s economic feasibility was in doubt under such a scenario.Time will tell what the financial results of the project are. However, a less-than-ideal outcome has materialized for ConocoPhillips. That’s a solid sign to avoid COP stock for now.","news_type":1},"isVote":1,"tweetType":1,"viewCount":219,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9948377054,"gmtCreate":1680638513979,"gmtModify":1680643954268,"author":{"id":"3560400579582064","authorId":"3560400579582064","name":"Dirsett","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":9,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3560400579582064","authorIdStr":"3560400579582064"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/OPT/UPRO 20230406 39.0 CALL\">$UPRO 20230406 39.0 CALL$&nbsp;</a>","listText":"<a href=\"https://ttm.financial/OPT/UPRO 20230406 39.0 CALL\">$UPRO 20230406 39.0 CALL$&nbsp;</a>","text":"$UPRO 20230406 39.0 CALL$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9948377054","isVote":1,"tweetType":1,"viewCount":363,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9952414711,"gmtCreate":1674873778234,"gmtModify":1676538964233,"author":{"id":"3560400579582064","authorId":"3560400579582064","name":"Dirsett","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":9,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3560400579582064","authorIdStr":"3560400579582064"},"themes":[],"htmlText":"It is reliable to use Golden Cross as guidance. from here &nbsp;buy&nbsp;consistently as market drop. Watch inflation closely. Tons of money in Wall Street is ready to dive into the market .You miss it at your own risky, folks!","listText":"It is reliable to use Golden Cross as guidance. from here &nbsp;buy&nbsp;consistently as market drop. Watch inflation closely. Tons of money in Wall Street is ready to dive into the market .You miss it at your own risky, folks!","text":"It is reliable to use Golden Cross as guidance. from here buy consistently as market drop. Watch inflation closely. Tons of money in Wall Street is ready to dive into the market .You miss it at your own risky, folks!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":9,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9952414711","repostId":"2306401994","repostType":2,"isVote":1,"tweetType":1,"viewCount":226,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3560400579582064","authorId":"3560400579582064","name":"Dirsett","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":9,"crmLevelSwitch":0,"idStr":"3560400579582064","authorIdStr":"3560400579582064"},"content":"Always remember this: Bill ionaires like Elin Mask Bill Gates etc made thier money thousand times more in Stock Market than the profit made in Tsla n Microsoft!","text":"Always remember this: Bill ionaires like Elin Mask Bill Gates etc made thier money thousand times more in Stock Market than the profit made in Tsla n Microsoft!","html":"Always remember this: Bill ionaires like Elin Mask Bill Gates etc made thier money thousand times more in Stock Market than the profit made in Tsla n Microsoft!"}],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9952071186,"gmtCreate":1674293086145,"gmtModify":1676538935975,"author":{"id":"3560400579582064","authorId":"3560400579582064","name":"Dirsett","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":9,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3560400579582064","authorIdStr":"3560400579582064"},"themes":[],"htmlText":"Agreed!","listText":"Agreed!","text":"Agreed!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":10,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9952071186","repostId":"2304931184","repostType":2,"repost":{"id":"2304931184","kind":"highlight","pubTimestamp":1674281305,"share":"https://ttm.financial/m/news/2304931184?lang=&edition=fundamental","pubTime":"2023-01-21 14:08","market":"us","language":"en","title":"3 No-Brainer Warren Buffett Stocks to Load Up On for 2023","url":"https://stock-news.laohu8.com/highlight/detail?id=2304931184","media":"Motley Fool","summary":"These top-notch Buffett stocks are no-brainer buys right now.","content":"<html><head></head><body><p>Warren Buffett&#39;s <b>Berkshire Hathaway</b> couldn&#39;t escape the stock market&#39;s wrath in 2022. Of the 50 stocks Buffett owns, only 10 stocks gained in value last year. In the third quarter alone, Berkshire Hathaway lost $10.1 billion on its investments in equities.</p><p>Yet gains or losses on investments in any given quarter are meaningless, as Buffett&#39;s track record as a stock picker in the long term is hard to rival. That explains why investors often look at the legendary-investor&#39;s portfolio for stock ideas. Right now, among the several stocks Berkshire Hathaway holds, here are the three best, no-brainer Buffett stocks to buy for 2023.</p><h2>One oil stock Buffett absolutely loves</h2><p>The first Buffett stock to buy for 2023 is also one the Oracle of Omaha bought hand over fist in 2022: <a href=\"https://laohu8.com/S/OXY\">Occidental Petroleum</a>.</p><p>Although Buffett already owned preferred stocks and warrants in Occidental, he disclosed a position in its common stock for the first time in March 2</p><p>The first Buffett stock to buy for 2023 is also one the Oracle of Omaha bought hand over fist in 20022. There&#39;s been no stopping Buffett since then.</p><p>Occidental stock is now among Berkshire&#39;s 10 largest holdings, and Buffett has even obtained regulatory approval to buy up to a 50% stake in the oil and gas producer. That means he could continue to buy shares in Occidental in 2023, and <i>that</i> could be one of the biggest catalysts for the oil stock&#39;s price this year.</p><p>As an upstream oil company, Occidental is also perfectly poised to rally if crude oil prices rise this year. On the flip side, even if oil prices fall, Occidental should still deliver value to shareholders, as it also runs midstream and chemicals businesses, is flush with cash, and has a much stronger balance sheet now after repaying debt worth a whopping $9.6 billion in 2022 through Nov. 7.</p><p>A solid cash-flow profile also means Occidental should increase its dividend per share yet again in 2023. In fact, the company says it should be able to increase dividends even if West Texas Intermediate (WTI) crude oil plunges to $40 per barrel. Although Occidental may not increase its annual dividend payout as much as it did in 2022 -- 1,200%, at that -- it&#39;s a company that&#39;s committed to paying you more. That&#39;s a very Buffett thing to own right now.</p><h2>The steadfast stock Buffett can&#39;t let go of</h2><p>The second Buffett stock you may want to buy right now is <a href=\"https://laohu8.com/S/MA\">Mastercard</a>. The payment processor has performed exceptionally well over the years and looks poised to stick with the trend.</p><p>Mastercard is currently on solid footing. During the nine months that ended Sept. 30, 2022, the company grew its net revenue by 20% and net income by 17% year over year. Mastercard generated a solid operating margin of 55% during the period, and that&#39;s pretty consistent with what the company has generated for years.</p><p>Payment processing is an asset-light, high-margin business with no credit risk since companies don&#39;t lend but earn a fee on every transaction processed on their network, and that&#39;s visible in Mastercard&#39;s numbers. The company had 3 billion Mastercard and Maestro-branded cards issued globally, as of Sept. 30.</p><p>One thing that could hugely work in the company&#39;s favor this year and beyond is its international exposure, which is larger than that of its arch-rival <b><a href=\"https://laohu8.com/S/V\">Visa</a></b>. With a majority of global transactions still cash-driven, there&#39;s a massive market outside the U.S. for Mastercard to capture.</p><p>Also, in the context of where things stand now, greater international exposure could help drive growth for Mastercard, even if the U.S. economy slows down. Management&#39;s views on this are something investors may want to watch out for when the company holds its quarterly earnings conference call on Jan. 26.</p><p>In any case, Mastercard has navigated all kinds of business cycles over the decades, so investors shouldn&#39;t have to worry about how the company will fare if there&#39;s a recession. Right now, it&#39;s on track to report solid numbers for 2022 and grow steadily in 2023, making it a no-brainer Buffett stock to buy.</p><h2>This Buffett stock is about to make a huge move</h2><p>If you believe a recession is upon us, <a href=\"https://laohu8.com/S/JNJ\">Johnson &amp; Johnson</a> is one steadfast Buffett stock you&#39;ll want to consider buying for 2023, especially with its upcoming spin-off.</p><p>Johnson &amp; Johnson will spin off its consumer health products division into a new company called Kenvue this year as it wants to focus more on healthcare -- specifically, pharmaceuticals and medical devices. Although its consumer business owns some of the best-known brands including Neutrogena, Band-Aid, and Tylenol, it has also been a slow-growth business. Johnson &amp; Johnson believes separating the two businesses will allow it to focus and invest in higher-growth areas, and therefore unlock greater value for shareholders.</p><p>There&#39;s merit to this argument. In the first nine months of 2022, for example, its consumer health division -- which made up roughly 16% of Johnson &amp; Johnson&#39;s overall sales -- reported operational growth (excluding the impact of foreign-currency fluctuations) of only 2.6% year over year. Pharmaceutical and MedTech (formerly known as medical devices) segments, meanwhile, reported a respective 10% and 6.6% operational growth in sales.</p><p>The company has big plans. It&#39;s targeting higher-than-average growth for its pharmaceutical business and expects to generate $60 billion in revenue by 2025. This comes despite the loss of sales from Stelara, its blockbuster drug with a main patent expiring in 2023 in the U.S. and 2024 in the European Union. In MedTech, Johnson &amp; Johnson just acquired Abiomed to expand cardiovascular offerings.</p><p>Johnson &amp; Johnson also has a solid balance sheet and is a Dividend King, with an unbeatable 60-year track record of consecutive annual dividend increases. While the company will provide its outlook and growth plans for 2023 on Jan. 24 when it releases its fourth-quarter numbers, you shouldn&#39;t have to wait to buy this 2.6%-yielding Buffett stock.</p></body></html>","source":"fool_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>3 No-Brainer Warren Buffett Stocks to Load Up On for 2023</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n3 No-Brainer Warren Buffett Stocks to Load Up On for 2023\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-01-21 14:08 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2023/01/20/3-no-brainer-warren-buffett-stocks-buy-for-2023/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Warren Buffett's Berkshire Hathaway couldn't escape the stock market's wrath in 2022. Of the 50 stocks Buffett owns, only 10 stocks gained in value last year. In the third quarter alone, Berkshire ...</p>\n\n<a href=\"https://www.fool.com/investing/2023/01/20/3-no-brainer-warren-buffett-stocks-buy-for-2023/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"WTI":"W&T海底钻探","BRK.A":"伯克希尔","OXY":"西方石油","MA":"万事达"},"source_url":"https://www.fool.com/investing/2023/01/20/3-no-brainer-warren-buffett-stocks-buy-for-2023/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2304931184","content_text":"Warren Buffett's Berkshire Hathaway couldn't escape the stock market's wrath in 2022. Of the 50 stocks Buffett owns, only 10 stocks gained in value last year. In the third quarter alone, Berkshire Hathaway lost $10.1 billion on its investments in equities.Yet gains or losses on investments in any given quarter are meaningless, as Buffett's track record as a stock picker in the long term is hard to rival. That explains why investors often look at the legendary-investor's portfolio for stock ideas. Right now, among the several stocks Berkshire Hathaway holds, here are the three best, no-brainer Buffett stocks to buy for 2023.One oil stock Buffett absolutely lovesThe first Buffett stock to buy for 2023 is also one the Oracle of Omaha bought hand over fist in 2022: Occidental Petroleum.Although Buffett already owned preferred stocks and warrants in Occidental, he disclosed a position in its common stock for the first time in March 2The first Buffett stock to buy for 2023 is also one the Oracle of Omaha bought hand over fist in 20022. There's been no stopping Buffett since then.Occidental stock is now among Berkshire's 10 largest holdings, and Buffett has even obtained regulatory approval to buy up to a 50% stake in the oil and gas producer. That means he could continue to buy shares in Occidental in 2023, and that could be one of the biggest catalysts for the oil stock's price this year.As an upstream oil company, Occidental is also perfectly poised to rally if crude oil prices rise this year. On the flip side, even if oil prices fall, Occidental should still deliver value to shareholders, as it also runs midstream and chemicals businesses, is flush with cash, and has a much stronger balance sheet now after repaying debt worth a whopping $9.6 billion in 2022 through Nov. 7.A solid cash-flow profile also means Occidental should increase its dividend per share yet again in 2023. In fact, the company says it should be able to increase dividends even if West Texas Intermediate (WTI) crude oil plunges to $40 per barrel. Although Occidental may not increase its annual dividend payout as much as it did in 2022 -- 1,200%, at that -- it's a company that's committed to paying you more. That's a very Buffett thing to own right now.The steadfast stock Buffett can't let go ofThe second Buffett stock you may want to buy right now is Mastercard. The payment processor has performed exceptionally well over the years and looks poised to stick with the trend.Mastercard is currently on solid footing. During the nine months that ended Sept. 30, 2022, the company grew its net revenue by 20% and net income by 17% year over year. Mastercard generated a solid operating margin of 55% during the period, and that's pretty consistent with what the company has generated for years.Payment processing is an asset-light, high-margin business with no credit risk since companies don't lend but earn a fee on every transaction processed on their network, and that's visible in Mastercard's numbers. The company had 3 billion Mastercard and Maestro-branded cards issued globally, as of Sept. 30.One thing that could hugely work in the company's favor this year and beyond is its international exposure, which is larger than that of its arch-rival Visa. With a majority of global transactions still cash-driven, there's a massive market outside the U.S. for Mastercard to capture.Also, in the context of where things stand now, greater international exposure could help drive growth for Mastercard, even if the U.S. economy slows down. Management's views on this are something investors may want to watch out for when the company holds its quarterly earnings conference call on Jan. 26.In any case, Mastercard has navigated all kinds of business cycles over the decades, so investors shouldn't have to worry about how the company will fare if there's a recession. Right now, it's on track to report solid numbers for 2022 and grow steadily in 2023, making it a no-brainer Buffett stock to buy.This Buffett stock is about to make a huge moveIf you believe a recession is upon us, Johnson & Johnson is one steadfast Buffett stock you'll want to consider buying for 2023, especially with its upcoming spin-off.Johnson & Johnson will spin off its consumer health products division into a new company called Kenvue this year as it wants to focus more on healthcare -- specifically, pharmaceuticals and medical devices. Although its consumer business owns some of the best-known brands including Neutrogena, Band-Aid, and Tylenol, it has also been a slow-growth business. Johnson & Johnson believes separating the two businesses will allow it to focus and invest in higher-growth areas, and therefore unlock greater value for shareholders.There's merit to this argument. In the first nine months of 2022, for example, its consumer health division -- which made up roughly 16% of Johnson & Johnson's overall sales -- reported operational growth (excluding the impact of foreign-currency fluctuations) of only 2.6% year over year. Pharmaceutical and MedTech (formerly known as medical devices) segments, meanwhile, reported a respective 10% and 6.6% operational growth in sales.The company has big plans. It's targeting higher-than-average growth for its pharmaceutical business and expects to generate $60 billion in revenue by 2025. This comes despite the loss of sales from Stelara, its blockbuster drug with a main patent expiring in 2023 in the U.S. and 2024 in the European Union. In MedTech, Johnson & Johnson just acquired Abiomed to expand cardiovascular offerings.Johnson & Johnson also has a solid balance sheet and is a Dividend King, with an unbeatable 60-year track record of consecutive annual dividend increases. While the company will provide its outlook and growth plans for 2023 on Jan. 24 when it releases its fourth-quarter numbers, you shouldn't have to wait to buy this 2.6%-yielding Buffett stock.","news_type":1},"isVote":1,"tweetType":1,"viewCount":261,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9958820094,"gmtCreate":1673691692919,"gmtModify":1676538875361,"author":{"id":"3560400579582064","authorId":"3560400579582064","name":"Dirsett","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":9,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3560400579582064","authorIdStr":"3560400579582064"},"themes":[],"htmlText":"She sold these shares to claim tax &nbsp;offset. In2023 , she may pick up these stick again.","listText":"She sold these shares to claim tax &nbsp;offset. In2023 , she may pick up these stick again.","text":"She sold these shares to claim tax offset. In2023 , she may pick up these stick again.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9958820094","repostId":"2303385383","repostType":4,"isVote":1,"tweetType":1,"viewCount":188,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9912856594,"gmtCreate":1664804534318,"gmtModify":1676537510851,"author":{"id":"3560400579582064","authorId":"3560400579582064","name":"Dirsett","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":9,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3560400579582064","authorIdStr":"3560400579582064"},"themes":[],"htmlText":"Share your opinion about this news…","listText":"Share your opinion about this news…","text":"Share your opinion about this news…","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9912856594","repostId":"1199069298","repostType":2,"isVote":1,"tweetType":1,"viewCount":164,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9990157946,"gmtCreate":1660314385387,"gmtModify":1676533449578,"author":{"id":"3560400579582064","authorId":"3560400579582064","name":"Dirsett","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":9,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3560400579582064","authorIdStr":"3560400579582064"},"themes":[],"htmlText":"did Bridgewater buy BYD?","listText":"did Bridgewater buy BYD?","text":"did Bridgewater buy BYD?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9990157946","repostId":"1164455277","repostType":2,"isVote":1,"tweetType":1,"viewCount":122,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9909495518,"gmtCreate":1658899087334,"gmtModify":1676536226506,"author":{"id":"3560400579582064","authorId":"3560400579582064","name":"Dirsett","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":9,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3560400579582064","authorIdStr":"3560400579582064"},"themes":[],"htmlText":"L","listText":"L","text":"L","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9909495518","repostId":"2254256508","repostType":4,"repost":{"id":"2254256508","kind":"highlight","pubTimestamp":1658889304,"share":"https://ttm.financial/m/news/2254256508?lang=&edition=fundamental","pubTime":"2022-07-27 10:35","market":"us","language":"en","title":"Is Palantir Stock A Buy As It Nears All-Time Lows?","url":"https://stock-news.laohu8.com/highlight/detail?id=2254256508","media":"seekingalpha","summary":"SummaryPalantir's stock price has been under $10 for most of the May-July period, and it is currentl","content":"<html><head></head><body><p><b>Summary</b></p><ul><li>Palantir&#39;s stock price has been under $10 for most of the May-July period, and it is currently trading at one-third of its 52-week peak.</li><li>PLTR recorded an all-time low share price of $6.44 during intra-day trading on May 12, 2022, as the company&#39;s Q2 2022 guidance released on May 9, 2022 disappointed the market.</li><li>Palantir is a Buy now, because its 2H 2022 revenue should beat market expectations, and rising geopolitical tensions are a key driver of PLTR&#39;s medium-to-long term growth.</li></ul><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/23d0f121f38325521c0b8ebbb42b26b3\" tg-width=\"750\" tg-height=\"500\" referrerpolicy=\"no-referrer\"/><span>Michael Vi</span></p><p><b>Elevator Pitch</b></p><p><a href=\"https://laohu8.com/S/PLTR\">Palantir Technologies Inc.</a> (NYSE:PLTR) is rated as a Buy.</p><p>I did a comparison of PLTR with <a href=\"https://laohu8.com/S/SNOW\">Snowflake</a> Inc. (SNOW) in my earlier article published on April 8, 2022. In this recent update, I come to the conclusion that Palantir is a Buy now. PLTR is currently trading below $10 for the past three months or so, which means that the company&#39;s shares are back to where they were in the early days of its listing. This indicates that expectations for the company are low considering where its share price is, and Palantir is well-positioned to surprise the market with better-than-expected revenue growth in Q3 2022 and Q4 2022. More importantly, geopolitical tensions and conflicts are expected to drive an increase in the amount of money that governments around the world spend on defense, and Palantir is already a beneficiary as evidenced by recent contract wins.</p><p>Why Is Palantir Stock Near All-Time Lows?</p><p>Palantir debuted on the New York Stock Exchange on September 30, 2020 with its shares closing at $9.50 at the end of the trading day. PLTR&#39;s last done share price was $9.84 as of July 22, 2022, and the company&#39;s shares have been mostly trading below the $10 mark since early-May 2022, a sight last seen in late-2020.</p><p><b>PLTR&#39;s Share Price Chart Since Listing</b></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/eaf8580ab0adcab20086c9a2fbd22934\" tg-width=\"640\" tg-height=\"227\" referrerpolicy=\"no-referrer\"/><span>Seeking Alpha</span></p><p>Palantir set a new historical trough stock price of $6.44 during the May 12, 2022 trading day. Even though, the company&#39;s shares have risen from the lows, PLTR&#39;s closing price as of July 22 is still only a third of its 52-week high share price of $29.29.</p><p>It isn&#39;t a big surprise that PLTR&#39;s shares are trading at such lows. The market is expecting Palantir to deliver more modest top line expansion while taking more time to generate positive GAAP earnings in the current weak economic environment. The sell-side&#39;s consensus financial forecasts obtained from <i>S&amp;P Capital IQ</i> suggest that Palantir&#39;s revenue growth will moderate from above +40% for both fiscal 2020 and 2021 to below +30% for the FY 2022-2024 period. At the same time, PLTR is projected to stay loss-making on a GAAP basis in FY 2022 and FY 2023 at the very least.</p><p>In uncertain times like these, investors tend to favor profitable companies boasting predictable (albeit relatively lower) sales growth. This also means that companies like PLTR which are still unprofitable on a GAAP basis and are witnessing revenue growth deceleration will be penalized by the market. In that respect, Palantir&#39;s consensus forward next twelve months&#39; Enterprise Value-to-Revenue multiple has compressed from as high as 50 times in early- 2021 to under 10 times in the last three months as per <i>S&amp;P Capital IQ</i>.</p><p><b>PLTR Stock Key Metrics</b></p><p>PLTR&#39;s below-expectations 2Q 2022 management guidance revealed as part of the company&#39;s Q1 2022 financial results released on May 9, 2022 was the key factor that led to Palantir&#39;s shares falling to a historical low on May 12, 2022.</p><p>Palantir guided for the company to achieve a top line of $470 million and a non-GAAP adjusted operating profit margin of 20% for the second quarter of fiscal 2022. This implies that PLTR&#39;s revenue growth is forecasted to slow from +31% YoY in Q1 2022 to 25% YoY in Q2 2022, while its non-GAAP operating margin is estimated to contract from 26% to 20% over the same period.</p><p>Moreover, PLTR&#39;s guided Q2 2022 revenue and operating profit margin were -4% and -6.8 percentage points below the market&#39;s consensus projections, respectively as per <i>S&amp;P Capital IQ</i>.</p><p><b>Is Palantir Stock Expected To Rise Again?</b></p><p>I hold the view that Palantir&#39;s stock is expected to rise again when the company&#39;s Q3 2022 and Q4 2022 financial performance exceeds market expectations.</p><p>The market is skeptical about PTLR&#39;s ability to deliver on its full-year FY 2022 top line growth guidance of +30%. In comparison, the sell-side analysts&#39; consensus sales expansion estimate for Palantir is lower at +28.7%.</p><p>There are two key reasons why I think Palantir can achieve revenue beats for the second half of the year.</p><p>Firstly, PLTR should see its government revenue accelerate again in 2H 2022. The company&#39;s YoY government revenue growth decelerated from +26% in the fourth quarter of 2021 to +16% in the first quarter of 2022. Q1 2022 represented the fifth straight quarter running that Palantir&#39;s government revenue growth has slowed, but the trend is set to reverse. At its Q1 2022 results briefing, PLTR indicated that it is &#34;already seeing Q2 U.S. government revenue reaccelerate&#34; considering that &#34;a new budget has been passed&#34; in March 2022. A new US federal budget removes the uncertainty over the funding of future government projects, so it is natural to assume that PLTR&#39;s government revenue growth momentum will pick up pace in the second half of the year.</p><p>Secondly, the outlook for Palantir&#39;s commercial business is also good based on a review of the company&#39;s new customer additions for the recent quarter, given that there will be a time lag between new client wins and actual revenue recognition. PLTR&#39;s number of commercial clients grew by +207% YoY from 60 in Q1 2021 to 184 in Q1 2022, as per the company&#39;s recent quarterly results presentation slides. In the first quarter of this year alone, PLTR secured 37 new commercial clients (net of customers who left), which was equivalent to a very strong +25% QoQ growth. Palantir also disclosed at the company&#39;s first-quarter investor call that it &#34;closed a renewal with a major U.S. Fortune 100 company for over $150 million&#34; in April 2022. In other words, PLTR&#39;s commercial business is doing well, it is retaining key clients while adding new customers at a healthy pace.</p><p><b>Where Is Palantir Heading?</b></p><p>Palantir&#39;s shares should head north over the intermediate to long run, as investors appreciate the value of owning PLTR as a hedge against geopolitical tensions and conflicts.</p><p>PLTR emphasized at its earlier Q1 2022 results call that &#34;there&#39;s a wide range of potential upside above our guidance, including those driven by our role in responding to developing geopolitical events.&#34; The company&#39;s bullish view is validated by recently announced contract wins.</p><p>On June 28, 2022, <i>Seeking Alpha News</i> reported that the company &#34;and Raytheon Intelligence and Space (NYSE:RTX) have been awarded a prime contract to develop a prototype for the U.S. Army&#39;s Tactical Intelligence Targeting Access Node (TITAN) program.&#34; An earlier June 2, 2022 <i>Seeking Alpha News</i> article mentioned that PLTR was &#34;awarded a contract modification from the U.S. Space Systems Command&#34; so as to &#34;support national security objectives.&#34;</p><p>Palantir isn&#39;t just seeing more opportunities coming from US defense and government agencies.</p><p>Notably, PLTR secured a new $12.5 million deal from the United Kingdom&#39;s Ministry of Defense, according to a May 6, 2022 <i>Bloomberg</i> article, and it is reasonable to assume that rising geopolitical tensions in Europe following Russia - Ukraine war had compelled the UK Ministry of Defense to spend more which benefited Palantir. Separately, Palantir highlighted on its company&#39;s Twitter page on June 2, 2022 that its CEO had a meeting with Ukraine&#39;s president to discuss &#34;the pivotal role of software to Western security.&#34; It certainly seems that Palantir could win more defense-related contracts in Europe in the future.</p><p>As a reference, PLTR generated more than half or 57% of its fiscal 2021 revenue from the US markets, with key European markets, the UK and France, contributing a relatively lower 11% and 6% of its top line last year, respectively. Going forward, Palantir&#39;s actual top line growth could surpass expectations thanks to higher-than-expected sales contribution from Europe, especially in the area of defense.</p><p><b>Is PLTR Stock A Buy, Sell, or Hold?</b></p><p>I rate PLTR stock as a Buy. Faster-than-expected top line expansion in 2H 2022 and a larger-than-expected number of defense-related contract wins driven by geopolitical issues should be the key positive re-rating catalysts for Palantir.</p><p><i>This article was written by The Value Pendulum</i></p></body></html>","source":"seekingalpha","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Is Palantir Stock A Buy As It Nears All-Time Lows?</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 Palantir Stock A Buy As It Nears All-Time Lows?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-07-27 10:35 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4525634-is-palantir-stock-a-buy-nears-all-time-lows><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryPalantir's stock price has been under $10 for most of the May-July period, and it is currently trading at one-third of its 52-week peak.PLTR recorded an all-time low share price of $6.44 during...</p>\n\n<a href=\"https://seekingalpha.com/article/4525634-is-palantir-stock-a-buy-nears-all-time-lows\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"PLTR":"Palantir Technologies Inc."},"source_url":"https://seekingalpha.com/article/4525634-is-palantir-stock-a-buy-nears-all-time-lows","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"2254256508","content_text":"SummaryPalantir's stock price has been under $10 for most of the May-July period, and it is currently trading at one-third of its 52-week peak.PLTR recorded an all-time low share price of $6.44 during intra-day trading on May 12, 2022, as the company's Q2 2022 guidance released on May 9, 2022 disappointed the market.Palantir is a Buy now, because its 2H 2022 revenue should beat market expectations, and rising geopolitical tensions are a key driver of PLTR's medium-to-long term growth.Michael ViElevator PitchPalantir Technologies Inc. (NYSE:PLTR) is rated as a Buy.I did a comparison of PLTR with Snowflake Inc. (SNOW) in my earlier article published on April 8, 2022. In this recent update, I come to the conclusion that Palantir is a Buy now. PLTR is currently trading below $10 for the past three months or so, which means that the company's shares are back to where they were in the early days of its listing. This indicates that expectations for the company are low considering where its share price is, and Palantir is well-positioned to surprise the market with better-than-expected revenue growth in Q3 2022 and Q4 2022. More importantly, geopolitical tensions and conflicts are expected to drive an increase in the amount of money that governments around the world spend on defense, and Palantir is already a beneficiary as evidenced by recent contract wins.Why Is Palantir Stock Near All-Time Lows?Palantir debuted on the New York Stock Exchange on September 30, 2020 with its shares closing at $9.50 at the end of the trading day. PLTR's last done share price was $9.84 as of July 22, 2022, and the company's shares have been mostly trading below the $10 mark since early-May 2022, a sight last seen in late-2020.PLTR's Share Price Chart Since ListingSeeking AlphaPalantir set a new historical trough stock price of $6.44 during the May 12, 2022 trading day. Even though, the company's shares have risen from the lows, PLTR's closing price as of July 22 is still only a third of its 52-week high share price of $29.29.It isn't a big surprise that PLTR's shares are trading at such lows. The market is expecting Palantir to deliver more modest top line expansion while taking more time to generate positive GAAP earnings in the current weak economic environment. The sell-side's consensus financial forecasts obtained from S&P Capital IQ suggest that Palantir's revenue growth will moderate from above +40% for both fiscal 2020 and 2021 to below +30% for the FY 2022-2024 period. At the same time, PLTR is projected to stay loss-making on a GAAP basis in FY 2022 and FY 2023 at the very least.In uncertain times like these, investors tend to favor profitable companies boasting predictable (albeit relatively lower) sales growth. This also means that companies like PLTR which are still unprofitable on a GAAP basis and are witnessing revenue growth deceleration will be penalized by the market. In that respect, Palantir's consensus forward next twelve months' Enterprise Value-to-Revenue multiple has compressed from as high as 50 times in early- 2021 to under 10 times in the last three months as per S&P Capital IQ.PLTR Stock Key MetricsPLTR's below-expectations 2Q 2022 management guidance revealed as part of the company's Q1 2022 financial results released on May 9, 2022 was the key factor that led to Palantir's shares falling to a historical low on May 12, 2022.Palantir guided for the company to achieve a top line of $470 million and a non-GAAP adjusted operating profit margin of 20% for the second quarter of fiscal 2022. This implies that PLTR's revenue growth is forecasted to slow from +31% YoY in Q1 2022 to 25% YoY in Q2 2022, while its non-GAAP operating margin is estimated to contract from 26% to 20% over the same period.Moreover, PLTR's guided Q2 2022 revenue and operating profit margin were -4% and -6.8 percentage points below the market's consensus projections, respectively as per S&P Capital IQ.Is Palantir Stock Expected To Rise Again?I hold the view that Palantir's stock is expected to rise again when the company's Q3 2022 and Q4 2022 financial performance exceeds market expectations.The market is skeptical about PTLR's ability to deliver on its full-year FY 2022 top line growth guidance of +30%. In comparison, the sell-side analysts' consensus sales expansion estimate for Palantir is lower at +28.7%.There are two key reasons why I think Palantir can achieve revenue beats for the second half of the year.Firstly, PLTR should see its government revenue accelerate again in 2H 2022. The company's YoY government revenue growth decelerated from +26% in the fourth quarter of 2021 to +16% in the first quarter of 2022. Q1 2022 represented the fifth straight quarter running that Palantir's government revenue growth has slowed, but the trend is set to reverse. At its Q1 2022 results briefing, PLTR indicated that it is \"already seeing Q2 U.S. government revenue reaccelerate\" considering that \"a new budget has been passed\" in March 2022. A new US federal budget removes the uncertainty over the funding of future government projects, so it is natural to assume that PLTR's government revenue growth momentum will pick up pace in the second half of the year.Secondly, the outlook for Palantir's commercial business is also good based on a review of the company's new customer additions for the recent quarter, given that there will be a time lag between new client wins and actual revenue recognition. PLTR's number of commercial clients grew by +207% YoY from 60 in Q1 2021 to 184 in Q1 2022, as per the company's recent quarterly results presentation slides. In the first quarter of this year alone, PLTR secured 37 new commercial clients (net of customers who left), which was equivalent to a very strong +25% QoQ growth. Palantir also disclosed at the company's first-quarter investor call that it \"closed a renewal with a major U.S. Fortune 100 company for over $150 million\" in April 2022. In other words, PLTR's commercial business is doing well, it is retaining key clients while adding new customers at a healthy pace.Where Is Palantir Heading?Palantir's shares should head north over the intermediate to long run, as investors appreciate the value of owning PLTR as a hedge against geopolitical tensions and conflicts.PLTR emphasized at its earlier Q1 2022 results call that \"there's a wide range of potential upside above our guidance, including those driven by our role in responding to developing geopolitical events.\" The company's bullish view is validated by recently announced contract wins.On June 28, 2022, Seeking Alpha News reported that the company \"and Raytheon Intelligence and Space (NYSE:RTX) have been awarded a prime contract to develop a prototype for the U.S. Army's Tactical Intelligence Targeting Access Node (TITAN) program.\" An earlier June 2, 2022 Seeking Alpha News article mentioned that PLTR was \"awarded a contract modification from the U.S. Space Systems Command\" so as to \"support national security objectives.\"Palantir isn't just seeing more opportunities coming from US defense and government agencies.Notably, PLTR secured a new $12.5 million deal from the United Kingdom's Ministry of Defense, according to a May 6, 2022 Bloomberg article, and it is reasonable to assume that rising geopolitical tensions in Europe following Russia - Ukraine war had compelled the UK Ministry of Defense to spend more which benefited Palantir. Separately, Palantir highlighted on its company's Twitter page on June 2, 2022 that its CEO had a meeting with Ukraine's president to discuss \"the pivotal role of software to Western security.\" It certainly seems that Palantir could win more defense-related contracts in Europe in the future.As a reference, PLTR generated more than half or 57% of its fiscal 2021 revenue from the US markets, with key European markets, the UK and France, contributing a relatively lower 11% and 6% of its top line last year, respectively. Going forward, Palantir's actual top line growth could surpass expectations thanks to higher-than-expected sales contribution from Europe, especially in the area of defense.Is PLTR Stock A Buy, Sell, or Hold?I rate PLTR stock as a Buy. Faster-than-expected top line expansion in 2H 2022 and a larger-than-expected number of defense-related contract wins driven by geopolitical issues should be the key positive re-rating catalysts for Palantir.This article was written by The Value Pendulum","news_type":1},"isVote":1,"tweetType":1,"viewCount":159,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"hots":[{"id":9952414711,"gmtCreate":1674873778234,"gmtModify":1676538964233,"author":{"id":"3560400579582064","authorId":"3560400579582064","name":"Dirsett","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":9,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3560400579582064","authorIdStr":"3560400579582064"},"themes":[],"htmlText":"It is reliable to use Golden Cross as guidance. from here &nbsp;buy&nbsp;consistently as market drop. Watch inflation closely. Tons of money in Wall Street is ready to dive into the market .You miss it at your own risky, folks!","listText":"It is reliable to use Golden Cross as guidance. from here &nbsp;buy&nbsp;consistently as market drop. Watch inflation closely. Tons of money in Wall Street is ready to dive into the market .You miss it at your own risky, folks!","text":"It is reliable to use Golden Cross as guidance. from here buy consistently as market drop. Watch inflation closely. Tons of money in Wall Street is ready to dive into the market .You miss it at your own risky, folks!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":9,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9952414711","repostId":"2306401994","repostType":2,"repost":{"id":"2306401994","kind":"highlight","weMediaInfo":{"introduction":"Dow Jones publishes the world’s most trusted business news and financial information in a variety of media.","home_visible":0,"media_name":"Dow Jones","id":"106","head_image":"https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99"},"pubTimestamp":1674864403,"share":"https://ttm.financial/m/news/2306401994?lang=&edition=fundamental","pubTime":"2023-01-28 08:06","market":"us","language":"en","title":"The S&P 500 Is Nearing Its First \"Golden Cross\" in More Than 2 Years. What Does That Portend for Stocks?","url":"https://stock-news.laohu8.com/highlight/detail?id=2306401994","media":"Dow Jones","summary":"The S&P 500 is on the verge of achieving its first \"golden cross\" in two-and-a-half years, but that ","content":"<html><head></head><body><p>The S&amp;P 500 is on the verge of achieving its first &#34;golden cross&#34; in two-and-a-half years, but that doesn&#39;t mean stocks are destined for more gains over the coming year.</p><p>The golden-cross indicator is used by technical analysts as a sign that a particular upward trend in markets or currencies is gaining momentum. Barring a massive selloff in stocks, the S&amp;P 500&#39;s 50-day moving average should cross its 200-day moving average in a matter of days.</p><p>If it happens, it would mark the first such event since July, 2020, according to FactSet data. Data show it often does precede further gains for stocks over the following six months, or a year, but not always.</p><p>The S&amp;P 500 has seen 52 golden crosses since 1930, according to Dow Jones Market Data, which used back-tested data to account for the index&#39;s performance prior to its creation in 1957. In that time, stocks were trading higher one year later 71% of the time.</p><p>But there have been some notable exceptions during periods of heightened volatility.</p><p>The S&amp;P 500  declined during the 12 months that followed the golden cross that occurred on April 1, 2019, according to Dow Jones Market Data. This happened again in 1999 as the dot-com bubble burst, and also following a golden cross that occurred in1986, preceding the &#34;Black Monday&#34; crash.</p><p>The Dow Jones Industrial Average  achieved its most recent golden cross back in December and stocks have since moved higher.</p><p>Technical analysts who spoke with MarketWatch said that while the golden cross can be a helpful sign that a given trend probably has more room to run, it helps to look for other signs as well.</p><p>&#34;The way we think about it is all big rallies start with a golden cross, but not all golden crosses lead to a big rally. It&#39;s just one piece of the puzzle,&#34; said Ari Wald, head of technical analysis at Oppenheimer.</p><p>See: U.S. stocks flash rare bull-market signal for first time in nearly 3 years, but some have their doubts</p><p>There have been some other encouraging signs that U.S. stocks could be headed for a lasting turnaround. One example Wald cited was the so-called advance-decline line, which recently reached a new cycle high.</p><p>According to technical analysts, that&#39;s a measure of market breadth which shows whether the major equity index&#39;s gains are being powered by a broad range of stocks, or a handful.</p><p>The advance-decline line hit 2.2 on Thursday, its highest level in nearly a year.</p><p>The fact that cyclical sectors like technology and consumer discretionary are among the best performers since the start of the year is another encouraging sign, according to Wald.</p><p>FactSet data show that communication services, consumer discretionary and information technology are the three best-performing sectors of the S&amp;P 500 so far this year, with communications services up more than 15% since Jan. 1.</p><p>However, with so much uncertainty about monetary policy and the macroeconomic outlook, some analysts doubt that the stock-market will simply return to business as usual so quickly, even as inflation has moderated over the past six months, taking some of the pressure off the Federal Reserve to continue to raise interest rates.</p><p>One analysts warned that traders who are hungry for confirmation that the market sell-off of 2022 is indeed over should approach indicators like the golden cross with trepidation, despite its historical record.</p><p>&#34;In the past 20 years there have been more secular trends, and the golden crosses have worked,&#34; said Will Tamplin, senior analyst at Fairlead Strategies. &#34;But in an environment that&#39;s a little more choppy, you can get the whipsaws. &#34;</p><p>The S&amp;P 500 and SPDR S&amp;P 500 exchange-traded fund <a href=\"https://laohu8.com/S/SPY\">$(SPY)$</a> touched new intraday highs for the year on Friday, while the Nasdaq Composite  briefly traded at its highest level since September. The Dow Jones Industrial Average  is on track for a weekly gain of more than 2.3%, what would be its best such performance since November.</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>The S&P 500 Is Nearing Its First \"Golden Cross\" in More Than 2 Years. What Does That Portend for Stocks?</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\">\nThe S&P 500 Is Nearing Its First \"Golden Cross\" in More Than 2 Years. What Does That Portend for Stocks?\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Dow Jones </p>\n<p class=\"h-time\">2023-01-28 08:06</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>The S&amp;P 500 is on the verge of achieving its first &#34;golden cross&#34; in two-and-a-half years, but that doesn&#39;t mean stocks are destined for more gains over the coming year.</p><p>The golden-cross indicator is used by technical analysts as a sign that a particular upward trend in markets or currencies is gaining momentum. Barring a massive selloff in stocks, the S&amp;P 500&#39;s 50-day moving average should cross its 200-day moving average in a matter of days.</p><p>If it happens, it would mark the first such event since July, 2020, according to FactSet data. Data show it often does precede further gains for stocks over the following six months, or a year, but not always.</p><p>The S&amp;P 500 has seen 52 golden crosses since 1930, according to Dow Jones Market Data, which used back-tested data to account for the index&#39;s performance prior to its creation in 1957. In that time, stocks were trading higher one year later 71% of the time.</p><p>But there have been some notable exceptions during periods of heightened volatility.</p><p>The S&amp;P 500  declined during the 12 months that followed the golden cross that occurred on April 1, 2019, according to Dow Jones Market Data. This happened again in 1999 as the dot-com bubble burst, and also following a golden cross that occurred in1986, preceding the &#34;Black Monday&#34; crash.</p><p>The Dow Jones Industrial Average  achieved its most recent golden cross back in December and stocks have since moved higher.</p><p>Technical analysts who spoke with MarketWatch said that while the golden cross can be a helpful sign that a given trend probably has more room to run, it helps to look for other signs as well.</p><p>&#34;The way we think about it is all big rallies start with a golden cross, but not all golden crosses lead to a big rally. It&#39;s just one piece of the puzzle,&#34; said Ari Wald, head of technical analysis at Oppenheimer.</p><p>See: U.S. stocks flash rare bull-market signal for first time in nearly 3 years, but some have their doubts</p><p>There have been some other encouraging signs that U.S. stocks could be headed for a lasting turnaround. One example Wald cited was the so-called advance-decline line, which recently reached a new cycle high.</p><p>According to technical analysts, that&#39;s a measure of market breadth which shows whether the major equity index&#39;s gains are being powered by a broad range of stocks, or a handful.</p><p>The advance-decline line hit 2.2 on Thursday, its highest level in nearly a year.</p><p>The fact that cyclical sectors like technology and consumer discretionary are among the best performers since the start of the year is another encouraging sign, according to Wald.</p><p>FactSet data show that communication services, consumer discretionary and information technology are the three best-performing sectors of the S&amp;P 500 so far this year, with communications services up more than 15% since Jan. 1.</p><p>However, with so much uncertainty about monetary policy and the macroeconomic outlook, some analysts doubt that the stock-market will simply return to business as usual so quickly, even as inflation has moderated over the past six months, taking some of the pressure off the Federal Reserve to continue to raise interest rates.</p><p>One analysts warned that traders who are hungry for confirmation that the market sell-off of 2022 is indeed over should approach indicators like the golden cross with trepidation, despite its historical record.</p><p>&#34;In the past 20 years there have been more secular trends, and the golden crosses have worked,&#34; said Will Tamplin, senior analyst at Fairlead Strategies. &#34;But in an environment that&#39;s a little more choppy, you can get the whipsaws. &#34;</p><p>The S&amp;P 500 and SPDR S&amp;P 500 exchange-traded fund <a href=\"https://laohu8.com/S/SPY\">$(SPY)$</a> touched new intraday highs for the year on Friday, while the Nasdaq Composite  briefly traded at its highest level since September. The Dow Jones Industrial Average  is on track for a weekly gain of more than 2.3%, what would be its best such performance since November.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"161125":"标普500","513500":"标普500ETF","BK4559":"巴菲特持仓","BK4550":"红杉资本持仓","UPRO":"三倍做多标普500ETF","BK4504":"桥水持仓",".SPX":"S&P 500 Index","OEX":"标普100","BK4581":"高盛持仓","SH":"标普500反向ETF","IVV":"标普500指数ETF","SSO":"两倍做多标普500ETF","OEF":"标普100指数ETF-iShares","SPXU":"三倍做空标普500ETF","BK4534":"瑞士信贷持仓","SPY":"标普500ETF","BK4585":"ETF&股票定投概念","SDS":"两倍做空标普500ETF"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2306401994","content_text":"The S&P 500 is on the verge of achieving its first \"golden cross\" in two-and-a-half years, but that doesn't mean stocks are destined for more gains over the coming year.The golden-cross indicator is used by technical analysts as a sign that a particular upward trend in markets or currencies is gaining momentum. Barring a massive selloff in stocks, the S&P 500's 50-day moving average should cross its 200-day moving average in a matter of days.If it happens, it would mark the first such event since July, 2020, according to FactSet data. Data show it often does precede further gains for stocks over the following six months, or a year, but not always.The S&P 500 has seen 52 golden crosses since 1930, according to Dow Jones Market Data, which used back-tested data to account for the index's performance prior to its creation in 1957. In that time, stocks were trading higher one year later 71% of the time.But there have been some notable exceptions during periods of heightened volatility.The S&P 500  declined during the 12 months that followed the golden cross that occurred on April 1, 2019, according to Dow Jones Market Data. This happened again in 1999 as the dot-com bubble burst, and also following a golden cross that occurred in1986, preceding the \"Black Monday\" crash.The Dow Jones Industrial Average  achieved its most recent golden cross back in December and stocks have since moved higher.Technical analysts who spoke with MarketWatch said that while the golden cross can be a helpful sign that a given trend probably has more room to run, it helps to look for other signs as well.\"The way we think about it is all big rallies start with a golden cross, but not all golden crosses lead to a big rally. It's just one piece of the puzzle,\" said Ari Wald, head of technical analysis at Oppenheimer.See: U.S. stocks flash rare bull-market signal for first time in nearly 3 years, but some have their doubtsThere have been some other encouraging signs that U.S. stocks could be headed for a lasting turnaround. One example Wald cited was the so-called advance-decline line, which recently reached a new cycle high.According to technical analysts, that's a measure of market breadth which shows whether the major equity index's gains are being powered by a broad range of stocks, or a handful.The advance-decline line hit 2.2 on Thursday, its highest level in nearly a year.The fact that cyclical sectors like technology and consumer discretionary are among the best performers since the start of the year is another encouraging sign, according to Wald.FactSet data show that communication services, consumer discretionary and information technology are the three best-performing sectors of the S&P 500 so far this year, with communications services up more than 15% since Jan. 1.However, with so much uncertainty about monetary policy and the macroeconomic outlook, some analysts doubt that the stock-market will simply return to business as usual so quickly, even as inflation has moderated over the past six months, taking some of the pressure off the Federal Reserve to continue to raise interest rates.One analysts warned that traders who are hungry for confirmation that the market sell-off of 2022 is indeed over should approach indicators like the golden cross with trepidation, despite its historical record.\"In the past 20 years there have been more secular trends, and the golden crosses have worked,\" said Will Tamplin, senior analyst at Fairlead Strategies. \"But in an environment that's a little more choppy, you can get the whipsaws. \"The S&P 500 and SPDR S&P 500 exchange-traded fund $(SPY)$ touched new intraday highs for the year on Friday, while the Nasdaq Composite  briefly traded at its highest level since September. The Dow Jones Industrial Average  is on track for a weekly gain of more than 2.3%, what would be its best such performance since November.","news_type":1},"isVote":1,"tweetType":1,"viewCount":226,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3560400579582064","authorId":"3560400579582064","name":"Dirsett","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":9,"crmLevelSwitch":0,"idStr":"3560400579582064","authorIdStr":"3560400579582064"},"content":"Always remember this: Bill ionaires like Elin Mask Bill Gates etc made thier money thousand times more in Stock Market than the profit made in Tsla n Microsoft!","text":"Always remember this: Bill ionaires like Elin Mask Bill Gates etc made thier money thousand times more in Stock Market than the profit made in Tsla n Microsoft!","html":"Always remember this: Bill ionaires like Elin Mask Bill Gates etc made thier money thousand times more in Stock Market than the profit made in Tsla n Microsoft!"}],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9952071186,"gmtCreate":1674293086145,"gmtModify":1676538935975,"author":{"id":"3560400579582064","authorId":"3560400579582064","name":"Dirsett","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":9,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3560400579582064","authorIdStr":"3560400579582064"},"themes":[],"htmlText":"Agreed!","listText":"Agreed!","text":"Agreed!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":10,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9952071186","repostId":"2304931184","repostType":2,"repost":{"id":"2304931184","kind":"highlight","pubTimestamp":1674281305,"share":"https://ttm.financial/m/news/2304931184?lang=&edition=fundamental","pubTime":"2023-01-21 14:08","market":"us","language":"en","title":"3 No-Brainer Warren Buffett Stocks to Load Up On for 2023","url":"https://stock-news.laohu8.com/highlight/detail?id=2304931184","media":"Motley Fool","summary":"These top-notch Buffett stocks are no-brainer buys right now.","content":"<html><head></head><body><p>Warren Buffett&#39;s <b>Berkshire Hathaway</b> couldn&#39;t escape the stock market&#39;s wrath in 2022. Of the 50 stocks Buffett owns, only 10 stocks gained in value last year. In the third quarter alone, Berkshire Hathaway lost $10.1 billion on its investments in equities.</p><p>Yet gains or losses on investments in any given quarter are meaningless, as Buffett&#39;s track record as a stock picker in the long term is hard to rival. That explains why investors often look at the legendary-investor&#39;s portfolio for stock ideas. Right now, among the several stocks Berkshire Hathaway holds, here are the three best, no-brainer Buffett stocks to buy for 2023.</p><h2>One oil stock Buffett absolutely loves</h2><p>The first Buffett stock to buy for 2023 is also one the Oracle of Omaha bought hand over fist in 2022: <a href=\"https://laohu8.com/S/OXY\">Occidental Petroleum</a>.</p><p>Although Buffett already owned preferred stocks and warrants in Occidental, he disclosed a position in its common stock for the first time in March 2</p><p>The first Buffett stock to buy for 2023 is also one the Oracle of Omaha bought hand over fist in 20022. There&#39;s been no stopping Buffett since then.</p><p>Occidental stock is now among Berkshire&#39;s 10 largest holdings, and Buffett has even obtained regulatory approval to buy up to a 50% stake in the oil and gas producer. That means he could continue to buy shares in Occidental in 2023, and <i>that</i> could be one of the biggest catalysts for the oil stock&#39;s price this year.</p><p>As an upstream oil company, Occidental is also perfectly poised to rally if crude oil prices rise this year. On the flip side, even if oil prices fall, Occidental should still deliver value to shareholders, as it also runs midstream and chemicals businesses, is flush with cash, and has a much stronger balance sheet now after repaying debt worth a whopping $9.6 billion in 2022 through Nov. 7.</p><p>A solid cash-flow profile also means Occidental should increase its dividend per share yet again in 2023. In fact, the company says it should be able to increase dividends even if West Texas Intermediate (WTI) crude oil plunges to $40 per barrel. Although Occidental may not increase its annual dividend payout as much as it did in 2022 -- 1,200%, at that -- it&#39;s a company that&#39;s committed to paying you more. That&#39;s a very Buffett thing to own right now.</p><h2>The steadfast stock Buffett can&#39;t let go of</h2><p>The second Buffett stock you may want to buy right now is <a href=\"https://laohu8.com/S/MA\">Mastercard</a>. The payment processor has performed exceptionally well over the years and looks poised to stick with the trend.</p><p>Mastercard is currently on solid footing. During the nine months that ended Sept. 30, 2022, the company grew its net revenue by 20% and net income by 17% year over year. Mastercard generated a solid operating margin of 55% during the period, and that&#39;s pretty consistent with what the company has generated for years.</p><p>Payment processing is an asset-light, high-margin business with no credit risk since companies don&#39;t lend but earn a fee on every transaction processed on their network, and that&#39;s visible in Mastercard&#39;s numbers. The company had 3 billion Mastercard and Maestro-branded cards issued globally, as of Sept. 30.</p><p>One thing that could hugely work in the company&#39;s favor this year and beyond is its international exposure, which is larger than that of its arch-rival <b><a href=\"https://laohu8.com/S/V\">Visa</a></b>. With a majority of global transactions still cash-driven, there&#39;s a massive market outside the U.S. for Mastercard to capture.</p><p>Also, in the context of where things stand now, greater international exposure could help drive growth for Mastercard, even if the U.S. economy slows down. Management&#39;s views on this are something investors may want to watch out for when the company holds its quarterly earnings conference call on Jan. 26.</p><p>In any case, Mastercard has navigated all kinds of business cycles over the decades, so investors shouldn&#39;t have to worry about how the company will fare if there&#39;s a recession. Right now, it&#39;s on track to report solid numbers for 2022 and grow steadily in 2023, making it a no-brainer Buffett stock to buy.</p><h2>This Buffett stock is about to make a huge move</h2><p>If you believe a recession is upon us, <a href=\"https://laohu8.com/S/JNJ\">Johnson &amp; Johnson</a> is one steadfast Buffett stock you&#39;ll want to consider buying for 2023, especially with its upcoming spin-off.</p><p>Johnson &amp; Johnson will spin off its consumer health products division into a new company called Kenvue this year as it wants to focus more on healthcare -- specifically, pharmaceuticals and medical devices. Although its consumer business owns some of the best-known brands including Neutrogena, Band-Aid, and Tylenol, it has also been a slow-growth business. Johnson &amp; Johnson believes separating the two businesses will allow it to focus and invest in higher-growth areas, and therefore unlock greater value for shareholders.</p><p>There&#39;s merit to this argument. In the first nine months of 2022, for example, its consumer health division -- which made up roughly 16% of Johnson &amp; Johnson&#39;s overall sales -- reported operational growth (excluding the impact of foreign-currency fluctuations) of only 2.6% year over year. Pharmaceutical and MedTech (formerly known as medical devices) segments, meanwhile, reported a respective 10% and 6.6% operational growth in sales.</p><p>The company has big plans. It&#39;s targeting higher-than-average growth for its pharmaceutical business and expects to generate $60 billion in revenue by 2025. This comes despite the loss of sales from Stelara, its blockbuster drug with a main patent expiring in 2023 in the U.S. and 2024 in the European Union. In MedTech, Johnson &amp; Johnson just acquired Abiomed to expand cardiovascular offerings.</p><p>Johnson &amp; Johnson also has a solid balance sheet and is a Dividend King, with an unbeatable 60-year track record of consecutive annual dividend increases. While the company will provide its outlook and growth plans for 2023 on Jan. 24 when it releases its fourth-quarter numbers, you shouldn&#39;t have to wait to buy this 2.6%-yielding Buffett stock.</p></body></html>","source":"fool_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>3 No-Brainer Warren Buffett Stocks to Load Up On for 2023</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n3 No-Brainer Warren Buffett Stocks to Load Up On for 2023\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-01-21 14:08 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2023/01/20/3-no-brainer-warren-buffett-stocks-buy-for-2023/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Warren Buffett's Berkshire Hathaway couldn't escape the stock market's wrath in 2022. Of the 50 stocks Buffett owns, only 10 stocks gained in value last year. In the third quarter alone, Berkshire ...</p>\n\n<a href=\"https://www.fool.com/investing/2023/01/20/3-no-brainer-warren-buffett-stocks-buy-for-2023/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"WTI":"W&T海底钻探","BRK.A":"伯克希尔","OXY":"西方石油","MA":"万事达"},"source_url":"https://www.fool.com/investing/2023/01/20/3-no-brainer-warren-buffett-stocks-buy-for-2023/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2304931184","content_text":"Warren Buffett's Berkshire Hathaway couldn't escape the stock market's wrath in 2022. Of the 50 stocks Buffett owns, only 10 stocks gained in value last year. In the third quarter alone, Berkshire Hathaway lost $10.1 billion on its investments in equities.Yet gains or losses on investments in any given quarter are meaningless, as Buffett's track record as a stock picker in the long term is hard to rival. That explains why investors often look at the legendary-investor's portfolio for stock ideas. Right now, among the several stocks Berkshire Hathaway holds, here are the three best, no-brainer Buffett stocks to buy for 2023.One oil stock Buffett absolutely lovesThe first Buffett stock to buy for 2023 is also one the Oracle of Omaha bought hand over fist in 2022: Occidental Petroleum.Although Buffett already owned preferred stocks and warrants in Occidental, he disclosed a position in its common stock for the first time in March 2The first Buffett stock to buy for 2023 is also one the Oracle of Omaha bought hand over fist in 20022. There's been no stopping Buffett since then.Occidental stock is now among Berkshire's 10 largest holdings, and Buffett has even obtained regulatory approval to buy up to a 50% stake in the oil and gas producer. That means he could continue to buy shares in Occidental in 2023, and that could be one of the biggest catalysts for the oil stock's price this year.As an upstream oil company, Occidental is also perfectly poised to rally if crude oil prices rise this year. On the flip side, even if oil prices fall, Occidental should still deliver value to shareholders, as it also runs midstream and chemicals businesses, is flush with cash, and has a much stronger balance sheet now after repaying debt worth a whopping $9.6 billion in 2022 through Nov. 7.A solid cash-flow profile also means Occidental should increase its dividend per share yet again in 2023. In fact, the company says it should be able to increase dividends even if West Texas Intermediate (WTI) crude oil plunges to $40 per barrel. Although Occidental may not increase its annual dividend payout as much as it did in 2022 -- 1,200%, at that -- it's a company that's committed to paying you more. That's a very Buffett thing to own right now.The steadfast stock Buffett can't let go ofThe second Buffett stock you may want to buy right now is Mastercard. The payment processor has performed exceptionally well over the years and looks poised to stick with the trend.Mastercard is currently on solid footing. During the nine months that ended Sept. 30, 2022, the company grew its net revenue by 20% and net income by 17% year over year. Mastercard generated a solid operating margin of 55% during the period, and that's pretty consistent with what the company has generated for years.Payment processing is an asset-light, high-margin business with no credit risk since companies don't lend but earn a fee on every transaction processed on their network, and that's visible in Mastercard's numbers. The company had 3 billion Mastercard and Maestro-branded cards issued globally, as of Sept. 30.One thing that could hugely work in the company's favor this year and beyond is its international exposure, which is larger than that of its arch-rival Visa. With a majority of global transactions still cash-driven, there's a massive market outside the U.S. for Mastercard to capture.Also, in the context of where things stand now, greater international exposure could help drive growth for Mastercard, even if the U.S. economy slows down. Management's views on this are something investors may want to watch out for when the company holds its quarterly earnings conference call on Jan. 26.In any case, Mastercard has navigated all kinds of business cycles over the decades, so investors shouldn't have to worry about how the company will fare if there's a recession. Right now, it's on track to report solid numbers for 2022 and grow steadily in 2023, making it a no-brainer Buffett stock to buy.This Buffett stock is about to make a huge moveIf you believe a recession is upon us, Johnson & Johnson is one steadfast Buffett stock you'll want to consider buying for 2023, especially with its upcoming spin-off.Johnson & Johnson will spin off its consumer health products division into a new company called Kenvue this year as it wants to focus more on healthcare -- specifically, pharmaceuticals and medical devices. Although its consumer business owns some of the best-known brands including Neutrogena, Band-Aid, and Tylenol, it has also been a slow-growth business. Johnson & Johnson believes separating the two businesses will allow it to focus and invest in higher-growth areas, and therefore unlock greater value for shareholders.There's merit to this argument. In the first nine months of 2022, for example, its consumer health division -- which made up roughly 16% of Johnson & Johnson's overall sales -- reported operational growth (excluding the impact of foreign-currency fluctuations) of only 2.6% year over year. Pharmaceutical and MedTech (formerly known as medical devices) segments, meanwhile, reported a respective 10% and 6.6% operational growth in sales.The company has big plans. It's targeting higher-than-average growth for its pharmaceutical business and expects to generate $60 billion in revenue by 2025. This comes despite the loss of sales from Stelara, its blockbuster drug with a main patent expiring in 2023 in the U.S. and 2024 in the European Union. In MedTech, Johnson & Johnson just acquired Abiomed to expand cardiovascular offerings.Johnson & Johnson also has a solid balance sheet and is a Dividend King, with an unbeatable 60-year track record of consecutive annual dividend increases. While the company will provide its outlook and growth plans for 2023 on Jan. 24 when it releases its fourth-quarter numbers, you shouldn't have to wait to buy this 2.6%-yielding Buffett stock.","news_type":1},"isVote":1,"tweetType":1,"viewCount":261,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":300528295637232,"gmtCreate":1714390682419,"gmtModify":1714390685553,"author":{"id":"3560400579582064","authorId":"3560400579582064","name":"Dirsett","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":9,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3560400579582064","authorIdStr":"3560400579582064"},"themes":[],"htmlText":"Share your opinion about this news…","listText":"Share your opinion about this news…","text":"Share your opinion about this news…","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/300528295637232","repostId":"1187761106","repostType":2,"repost":{"id":"1187761106","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":1714393685,"share":"https://ttm.financial/m/news/1187761106?lang=&edition=fundamental","pubTime":"2024-04-29 20:28","market":"us","language":"en","title":"Tesla Stock Rises over 12% as Musk's China Trip Pays Off With Key Self-Driving Hurdles Cleared","url":"https://stock-news.laohu8.com/highlight/detail?id=1187761106","media":"Tiger Newspress","summary":"Elon Musk’s surprise visit to China appears to have paid immediate dividends, with Tesla Inc. clearing two key hurdles to introduce its driver-assistance system to the world’s biggest auto market. Tes","content":"<html><head></head><body><p>Elon Musk’s surprise visit to China appears to have paid immediate dividends, with Tesla Inc. clearing two key hurdles to introduce its driver-assistance system to the world’s biggest auto market. Tesla shares rose over 12% in premarket trading.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/dbf180aa30fc52e939f7ab4e08e49f65\" tg-width=\"1173\" tg-height=\"760\"/></p><p style=\"text-align: start;\">The US electric car maker will partner with Chinese tech giant Baidu Inc. for mapping and navigation functions to deploy what it calls Full-Self Driving, according to people familiar with the matter. Tesla has also cleared a key data security and privacy requirement in China, which would help ease some of the concerns over its data security issues.</p><p>The moves come after Tesla Chief Executive Office Elon Musk made an unannounced trip to China on Sunday, seeking approval for driver-assistance software that could help arrest the carmaker’s revenue decline. While the suite of features require constant supervision and don’t make Teslas autonomous, the company in the US charges $8,000 to buy FSD outright, or $99 a month for a subscription.</p><p>Musk met Sunday with Premier Li Qiang, who as the Chinese Communist Party secretary for Shanghai helped the company set up what is now its top plant globally.</p><p>Musk’s surprise China visit is “a watershed moment,” Wedbush Securities senior analyst Dan Ives said in an interview with Bloomberg Television. “This could open up FSD in China, which I view as unlocking what really could be the golden opportunity for them when it comes to FSD and autonomous in China, which has been a missing piece in the puzzle.”</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Tesla Stock Rises over 12% as Musk's China Trip Pays Off With Key Self-Driving Hurdles Cleared</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nTesla Stock Rises over 12% as Musk's China Trip Pays Off With Key Self-Driving Hurdles Cleared\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\">2024-04-29 20:28</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Elon Musk’s surprise visit to China appears to have paid immediate dividends, with Tesla Inc. clearing two key hurdles to introduce its driver-assistance system to the world’s biggest auto market. Tesla shares rose over 12% in premarket trading.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/dbf180aa30fc52e939f7ab4e08e49f65\" tg-width=\"1173\" tg-height=\"760\"/></p><p style=\"text-align: start;\">The US electric car maker will partner with Chinese tech giant Baidu Inc. for mapping and navigation functions to deploy what it calls Full-Self Driving, according to people familiar with the matter. Tesla has also cleared a key data security and privacy requirement in China, which would help ease some of the concerns over its data security issues.</p><p>The moves come after Tesla Chief Executive Office Elon Musk made an unannounced trip to China on Sunday, seeking approval for driver-assistance software that could help arrest the carmaker’s revenue decline. While the suite of features require constant supervision and don’t make Teslas autonomous, the company in the US charges $8,000 to buy FSD outright, or $99 a month for a subscription.</p><p>Musk met Sunday with Premier Li Qiang, who as the Chinese Communist Party secretary for Shanghai helped the company set up what is now its top plant globally.</p><p>Musk’s surprise China visit is “a watershed moment,” Wedbush Securities senior analyst Dan Ives said in an interview with Bloomberg Television. “This could open up FSD in China, which I view as unlocking what really could be the golden opportunity for them when it comes to FSD and autonomous in China, which has been a missing piece in the puzzle.”</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TSLA":"特斯拉"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1187761106","content_text":"Elon Musk’s surprise visit to China appears to have paid immediate dividends, with Tesla Inc. clearing two key hurdles to introduce its driver-assistance system to the world’s biggest auto market. Tesla shares rose over 12% in premarket trading.The US electric car maker will partner with Chinese tech giant Baidu Inc. for mapping and navigation functions to deploy what it calls Full-Self Driving, according to people familiar with the matter. Tesla has also cleared a key data security and privacy requirement in China, which would help ease some of the concerns over its data security issues.The moves come after Tesla Chief Executive Office Elon Musk made an unannounced trip to China on Sunday, seeking approval for driver-assistance software that could help arrest the carmaker’s revenue decline. While the suite of features require constant supervision and don’t make Teslas autonomous, the company in the US charges $8,000 to buy FSD outright, or $99 a month for a subscription.Musk met Sunday with Premier Li Qiang, who as the Chinese Communist Party secretary for Shanghai helped the company set up what is now its top plant globally.Musk’s surprise China visit is “a watershed moment,” Wedbush Securities senior analyst Dan Ives said in an interview with Bloomberg Television. “This could open up FSD in China, which I view as unlocking what really could be the golden opportunity for them when it comes to FSD and autonomous in China, which has been a missing piece in the puzzle.”","news_type":1},"isVote":1,"tweetType":1,"viewCount":160,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":270107462983800,"gmtCreate":1706953335933,"gmtModify":1706953339932,"author":{"id":"3560400579582064","authorId":"3560400579582064","name":"Dirsett","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":9,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3560400579582064","authorIdStr":"3560400579582064"},"themes":[],"htmlText":"&nbsp; &nbsp;Bc c t😲🥱🇰🇳，","listText":"&nbsp; &nbsp;Bc c t😲🥱🇰🇳，","text":"Bc c t😲🥱🇰🇳，","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/270107462983800","repostId":"1160574120","repostType":2,"repost":{"id":"1160574120","kind":"news","pubTimestamp":1706950851,"share":"https://ttm.financial/m/news/1160574120?lang=&edition=fundamental","pubTime":"2024-02-03 17:00","market":"sg","language":"en","title":"Wee Cho Yaw, Who Shaped Singapore Bank Industry, Dies","url":"https://stock-news.laohu8.com/highlight/detail?id=1160574120","media":"Bloomberg","summary":"Wee was ex-chairman of Singapore’s United Overseas BankThe billionaire’s holdings also include numerous propertiesWee Cho Yaw in 2016.Photographer: Kua Chee Siong/Singapore Press/AP ImagesWee Cho Yaw,","content":"<html><head></head><body><ul style=\"\"><li><p>Wee was ex-chairman of Singapore’s United Overseas Bank</p></li><li><p>The billionaire’s holdings also include numerous properties</p></li></ul><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/802c953e211e0096f9bdf0ff28898087\" alt=\"Wee Cho Yaw in 2016.Photographer: Kua Chee Siong/Singapore Press/AP Images\" title=\"Wee Cho Yaw in 2016.Photographer: Kua Chee Siong/Singapore Press/AP Images\" tg-width=\"2000\" tg-height=\"1358\"/><span>Wee Cho Yaw in 2016.Photographer: Kua Chee Siong/Singapore Press/AP Images</span></p><p>Wee Cho Yaw, the billionaire who shaped Singapore’s financial landscape by amalgamating several old family-controlled banks, has died. He was 95.</p><p>The former chairman of United Overseas Bank Ltd. died on Saturday, according to a spokesperson for the lender. His funeral will be held on Feb. 7.</p><p>Wee was one of the last of a generation of bankers born before World War II who came to dominate Singapore’s financial system after the country gained independence from Britain in the 1960s. He spearheaded the acquisition of banks across Southeast Asia to form UOB, one of the region’s largest lenders, after his father co-founded its predecessor in 1935.</p><p>He amassed a net worth of $10.4 billion as of February 2024, according to the Bloomberg Billionaires Index.</p><p>“My father has left an indelible mark in Singapore and the region,” Wee Ee Cheong, chief executive officer of UOB since 2007, said in a statement. “Whether it is through thinking for the long-term, the importance of deep relationships, doing the right thing or giving a helping hand to those in need, the influence of my father and his values will endure at UOB.”</p><p>The elder Wee was the chairman of UOL Group Ltd, one of Singapore’s largest property developers. Notable parts of his property empire include the Pan Pacific Hotels chain and the SGX Centre in Singapore. He played a key role in rescuing the parent company for the producer of Tiger Balm, an iconic pain-relief ointment that dates back to the times of the Chinese emperors.</p><h3 id=\"id_2118151626\">Key Acquisition</h3><p>Wee was born in Kinmen, an island off the coast of China’s Fujian province, to Wee Kheng Chiang, a businessman, and Koh Geok Siew, a villager from the fishing port of Jincheng. They married when Geok Siew was 18 and she became Kheng Chiang’s second wife, with the blessing of his first wife. Such was a common practice at the time.</p><p>Wee Cho Yaw stayed with his mother until age seven, then moved to Malaysia and later to Singapore in 1939. His early education was disrupted by World War II as the Japanese started bombing Singapore two years later.</p><p>He resumed his studies in 1949 at St. Andrew’s, an Anglican secondary school, but didn’t take to it because he was older than most of his classmates — and less proficient in English. Instead he joined his father’s commodity and spice trading firm Kheng Leong in Singapore.</p><p>Wee left that career in 1958 to focus on building the family’s bank. Incorporated as the United Chinese Bank, it catered mainly to the Fujian community in its early years, according to the bank’s website. The name was changed in 1965.</p><p>After listing it in 1970, Wee embarked on a series of takeovers, steering UOB through the consolidation of Singapore’s financial sector, in which dozens of banks were sucked up by the early 2000s into the three major ones now.</p><p>His most famous takeover occurred in 2001 when he defeated regional giant DBS Group Holdings Ltd. to buy Singapore’s Overseas Union Bank Ltd.</p><p>OUB had perceived DBS’s offer as hostile, mainly because the government-backed lender hadn’t consulted its tycoon owner Lien Ying Chow before launching the bid. Things were made worse by damaging comments in its takeover documents.</p><p>Wee, who hadn’t planned on buying OUB, quickly arranged to meet with Lien and his wife at their home before making a friendly S$10 billion ($7.4 billion) bid that eventually won over the bank.</p><p>Wee also diversified into other product areas like trade finance and foreign exchange.</p><p>His involvement with Tiger Balm was circuitous. The parent, Haw Par Brothers International, went public in 1969 but soon fell on hard times and the Singapore government intervened to save it in 1975. A new board, including Wee, was formed to put the house in order; he was appointed chairman in 1978 and consolidated the business, according to the company website. It was renamed Haw Par Corp. in 1997.</p><h3 id=\"id_2754050058\">Family Succession</h3><p>Wee stepped down as chairman of UOB in 2013 but stayed on as chairman emeritus and a honorary adviser.</p><p>The bank’s acquisitive zeal waned, although it remained one of Singapore’s biggest along with DBS and Oversea-Chinese Banking Corp. At the company’s annual meeting in 2016, Wee explained that acquisitions came with risks, and UOB needed to be careful.</p><p>In early 2022, his oldest son, Ee Cheong, led the bank in its first hefty takeover in 16 years, agreeing to pay about S$4.9 billion to buy the consumer assets of Citigroup Inc. in Indonesia, Malaysia, Thailand and Vietnam.</p><p>The elder Wee expressed pride in a 2014 biography that, at the time, all his children managed or worked at family-related businesses. Another son, Wee Ee Chao, took over the brokerage UOB Kay Hian Holdings Ltd. in 2000.</p><p>Ee Cheong’s son, Wee Teng Chuen, left the bank in 2020 and joined 32 Real Estate Pte. as managing director and head of capital raising.</p><p>“I do not know if the fourth generation of the Wee Kheng Chiang family will take over the reins in the future,” Wee said in the 2014 biography. “I can only hope they do.”</p></body></html>","source":"lsy1584095487587","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Wee Cho Yaw, Who Shaped Singapore Bank Industry, Dies</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\">\nWee Cho Yaw, Who Shaped Singapore Bank Industry, Dies\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-02-03 17:00 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.bloomberg.com/news/articles/2024-02-03/uob-says-chairman-emeritus-wee-cho-yaw-has-died-at-95><strong>Bloomberg</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Wee was ex-chairman of Singapore’s United Overseas BankThe billionaire’s holdings also include numerous propertiesWee Cho Yaw in 2016.Photographer: Kua Chee Siong/Singapore Press/AP ImagesWee Cho Yaw,...</p>\n\n<a href=\"https://www.bloomberg.com/news/articles/2024-02-03/uob-says-chairman-emeritus-wee-cho-yaw-has-died-at-95\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"U11.SI":"大华银行"},"source_url":"https://www.bloomberg.com/news/articles/2024-02-03/uob-says-chairman-emeritus-wee-cho-yaw-has-died-at-95","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1160574120","content_text":"Wee was ex-chairman of Singapore’s United Overseas BankThe billionaire’s holdings also include numerous propertiesWee Cho Yaw in 2016.Photographer: Kua Chee Siong/Singapore Press/AP ImagesWee Cho Yaw, the billionaire who shaped Singapore’s financial landscape by amalgamating several old family-controlled banks, has died. He was 95.The former chairman of United Overseas Bank Ltd. died on Saturday, according to a spokesperson for the lender. His funeral will be held on Feb. 7.Wee was one of the last of a generation of bankers born before World War II who came to dominate Singapore’s financial system after the country gained independence from Britain in the 1960s. He spearheaded the acquisition of banks across Southeast Asia to form UOB, one of the region’s largest lenders, after his father co-founded its predecessor in 1935.He amassed a net worth of $10.4 billion as of February 2024, according to the Bloomberg Billionaires Index.“My father has left an indelible mark in Singapore and the region,” Wee Ee Cheong, chief executive officer of UOB since 2007, said in a statement. “Whether it is through thinking for the long-term, the importance of deep relationships, doing the right thing or giving a helping hand to those in need, the influence of my father and his values will endure at UOB.”The elder Wee was the chairman of UOL Group Ltd, one of Singapore’s largest property developers. Notable parts of his property empire include the Pan Pacific Hotels chain and the SGX Centre in Singapore. He played a key role in rescuing the parent company for the producer of Tiger Balm, an iconic pain-relief ointment that dates back to the times of the Chinese emperors.Key AcquisitionWee was born in Kinmen, an island off the coast of China’s Fujian province, to Wee Kheng Chiang, a businessman, and Koh Geok Siew, a villager from the fishing port of Jincheng. They married when Geok Siew was 18 and she became Kheng Chiang’s second wife, with the blessing of his first wife. Such was a common practice at the time.Wee Cho Yaw stayed with his mother until age seven, then moved to Malaysia and later to Singapore in 1939. His early education was disrupted by World War II as the Japanese started bombing Singapore two years later.He resumed his studies in 1949 at St. Andrew’s, an Anglican secondary school, but didn’t take to it because he was older than most of his classmates — and less proficient in English. Instead he joined his father’s commodity and spice trading firm Kheng Leong in Singapore.Wee left that career in 1958 to focus on building the family’s bank. Incorporated as the United Chinese Bank, it catered mainly to the Fujian community in its early years, according to the bank’s website. The name was changed in 1965.After listing it in 1970, Wee embarked on a series of takeovers, steering UOB through the consolidation of Singapore’s financial sector, in which dozens of banks were sucked up by the early 2000s into the three major ones now.His most famous takeover occurred in 2001 when he defeated regional giant DBS Group Holdings Ltd. to buy Singapore’s Overseas Union Bank Ltd.OUB had perceived DBS’s offer as hostile, mainly because the government-backed lender hadn’t consulted its tycoon owner Lien Ying Chow before launching the bid. Things were made worse by damaging comments in its takeover documents.Wee, who hadn’t planned on buying OUB, quickly arranged to meet with Lien and his wife at their home before making a friendly S$10 billion ($7.4 billion) bid that eventually won over the bank.Wee also diversified into other product areas like trade finance and foreign exchange.His involvement with Tiger Balm was circuitous. The parent, Haw Par Brothers International, went public in 1969 but soon fell on hard times and the Singapore government intervened to save it in 1975. A new board, including Wee, was formed to put the house in order; he was appointed chairman in 1978 and consolidated the business, according to the company website. It was renamed Haw Par Corp. in 1997.Family SuccessionWee stepped down as chairman of UOB in 2013 but stayed on as chairman emeritus and a honorary adviser.The bank’s acquisitive zeal waned, although it remained one of Singapore’s biggest along with DBS and Oversea-Chinese Banking Corp. At the company’s annual meeting in 2016, Wee explained that acquisitions came with risks, and UOB needed to be careful.In early 2022, his oldest son, Ee Cheong, led the bank in its first hefty takeover in 16 years, agreeing to pay about S$4.9 billion to buy the consumer assets of Citigroup Inc. in Indonesia, Malaysia, Thailand and Vietnam.The elder Wee expressed pride in a 2014 biography that, at the time, all his children managed or worked at family-related businesses. Another son, Wee Ee Chao, took over the brokerage UOB Kay Hian Holdings Ltd. in 2000.Ee Cheong’s son, Wee Teng Chuen, left the bank in 2020 and joined 32 Real Estate Pte. as managing director and head of capital raising.“I do not know if the fourth generation of the Wee Kheng Chiang family will take over the reins in the future,” Wee said in the 2014 biography. “I can only hope they do.”","news_type":1},"isVote":1,"tweetType":1,"viewCount":169,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9958820094,"gmtCreate":1673691692919,"gmtModify":1676538875361,"author":{"id":"3560400579582064","authorId":"3560400579582064","name":"Dirsett","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":9,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3560400579582064","authorIdStr":"3560400579582064"},"themes":[],"htmlText":"She sold these shares to claim tax &nbsp;offset. In2023 , she may pick up these stick again.","listText":"She sold these shares to claim tax &nbsp;offset. In2023 , she may pick up these stick again.","text":"She sold these shares to claim tax offset. In2023 , she may pick up these stick again.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9958820094","repostId":"2303385383","repostType":4,"repost":{"id":"2303385383","kind":"highlight","pubTimestamp":1673662824,"share":"https://ttm.financial/m/news/2303385383?lang=&edition=fundamental","pubTime":"2023-01-14 10:20","market":"us","language":"en","title":"What to Know as Nancy Pelosi Sells These 5 Stocks","url":"https://stock-news.laohu8.com/highlight/detail?id=2303385383","media":"InvestorPlace","summary":"Former House Speaker Nancy Pelosi made headlines as she cleaned out her equities portfolio.The power","content":"<html><head></head><body><ul><li>Former House Speaker Nancy Pelosi made headlines as she cleaned out her equities portfolio.</li><li>The powerhouse politician sold some of her high-profile tickers at a loss.</li><li>Queries about Nancy Pelosi stocks remain a hot but debated topic.</li></ul><p>Though the Democrats lost control of the lower chamber of Congress, demand for information regarding Nancy Pelosi stocks remains hot. Not surprisingly, then, when news broke that the former House Speaker exited many positions – some of them at a loss – the move generated headlines. Though the viability of following “Congressional trades” incurs much debate, many retail investors believe they provide important trajectory-related clues.</p><p>According to the Financial Disclosure Reports database by the U.S. House of Representatives, Pelosi reported selling a total of 30,000 shares of <b>Alphabet</b> (NASDAQ:<b><u>GOOG</u></b>, NASDAQ:<b><u>GOOGL</u></b>) evenly across three transaction dates last year: Dec. 20, Dec. 21 and Dec. 28. Each transaction featured a value of between $500,001 and $1 million.</p><p>As well, the former Speaker sold a total of 2,000 shares of <b>Netflix</b> (NASDAQ:<b>NFLX</b>) from two separate transactions, one dated Dec. 29 and the other Dec. 30. In the first transaction, Pelosi sold at a loss of $66,385 while losing $63,535 in the second. Each transaction featured a value of between $250,001 and $500,000.</p><p>Moreover, Pelosi dumped 5,000 shares of <b>Tesla</b> (NASDAQ:<b>TSLA</b>) at an average share price of $140.38. The total loss came out to $511,197. As well, she targeted fellow blue-chip giant <b>Disney</b> (NYSE:<b>DIS</b>), exiting 10,000 shares at an average price of $87.58. This transaction resulted in a loss of $114,138.</p><p>Finally, regarding arguably the most notable of Nancy Pelosi stocks recently sold, the former Speaker sold a total of 10,000 shares of <b><a href=\"https://laohu8.com/S/PYPL\">PayPal</a></b> (NASDAQ:<b>PYPL</b>) on two transactions: one dated Dec. 21 and the other dated Dec. 28. In total, the transactions featured a value range between $500,002 and $1 million. Pelosi lost $424,313 in the first transaction and $429,938 in the second.</p><h2>Nancy Pelosi Stocks Remain a Popular Trend</h2><p>In many ways, the concept of following Nancy Pelosi stocks appears counterintuitive. Not always enjoying robust support from her own party, a survey in December 2022 revealed nearly half of Americans have an unfavorable view of the former House Speaker from California. Still, as a celebrated stock picker, she generates intense interest among retail investors.</p><p>As <i>NPR</i> reported in September 2021, “Young investors have a new strategy: watching financial disclosures of sitting members of Congress for stock tips.” Further, the news agency stated the following about the demand for so-called Nancy Pelosi stocks:</p><blockquote>“Among a certain community of individual investors on TikTok, House Speaker Nancy Pelosi’s stock trading disclosures are a treasure trove. ‘Shouts out to Nancy Pelosi, the stock market’s biggest whale,’ said user “ceowatchlist.” Another said, ‘I’ve come to the conclusion that Nancy Pelosi is a psychic,’ while adding that she is the ‘queen of investing.’</blockquote><blockquote>‘She knew,’ declared Chris Josephs, analyzing a particular trade in Pelosi’s financial disclosures. ‘And you would have known if you had followed her portfolio.&#39;”</blockquote><p>In 2012, former President Barack Obama “…signed into law the STOCK Act, a bipartisan bill that prevents Members of Congress from trading stocks based on nonpublic information they gleaned on Capitol Hill,” according to the official White House statement.</p><p>Nevertheless, many retail investors continued to follow Nancy Pelosi stocks under the notion of following the smart money.</p><h2>Congressional ‘Guidance’ of Debatable Merit</h2><p>Inherently, value exists in gleaning information from the most powerful lawmakers in the U.S. government. Nevertheless, the merit of following implied guidance from members of Congress is a debated topic.</p><p>According to research published by the Journal of Public Economics, the authors of the study found “no evidence of superior investment performance whether [looking] in aggregate or at Senators specifically accused of informed trading.” The research covered the period between January 2012 and December 2020.</p><p>Still, that might not be the end for retail investors interested in Nancy Pelosi stocks. As <i>Reuters</i> reported in March 2020, public outcry rang out against U.S. senators who sold equity shares right before the coronavirus pandemic uprooted American society.</p><p>Therefore, this latest batch of data – this time for Nancy Pelosi stocks to <i>sell</i> – might rile market participants once again.</p><p><i>On the date of publication, Josh Enomoto did not have (either directly or indirectly) any positions in the securities mentioned in this article. The opinions expressed in this article are those of the writer, subject to the InvestorPlace.com Publishing Guidelines.</i></p><p>A former senior business analyst for Sony Electronics, Josh Enomoto has helped broker major contracts with Fortune Global 500 companies. Over the past several years, he has delivered unique, critical insights for the investment markets, as well as various other industries including legal, construction management, and healthcare.</p><p><img src=\"https://static.tigerbbs.com/d89746888da2d9510b64a9f031eaecd5\" tg-width=\"1\" tg-height=\"1\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><h3></h3><p>Submit</p><hr/><p>Article printed from InvestorPlace Media, https://investorplace.com/2023/01/what-to-know-as-nancy-pelosi-sells-these-5-stocks/.</p><p>©2023 InvestorPlace Media, LLC</p><h2>Sponsored Headlines</h2></body></html>","source":"investorplace","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>What to Know as Nancy Pelosi Sells These 5 Stocks</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\">\nWhat to Know as Nancy Pelosi Sells These 5 Stocks\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-01-14 10:20 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://investorplace.com/2023/01/what-to-know-as-nancy-pelosi-sells-these-5-stocks/><strong>InvestorPlace</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Former House Speaker Nancy Pelosi made headlines as she cleaned out her equities portfolio.The powerhouse politician sold some of her high-profile tickers at a loss.Queries about Nancy Pelosi stocks ...</p>\n\n<a href=\"https://investorplace.com/2023/01/what-to-know-as-nancy-pelosi-sells-these-5-stocks/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"GOOGL":"谷歌A","TSLA":"特斯拉","NFLX":"奈飞","GOOG":"谷歌","PYPL":"PayPal","DIS":"迪士尼"},"source_url":"https://investorplace.com/2023/01/what-to-know-as-nancy-pelosi-sells-these-5-stocks/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2303385383","content_text":"Former House Speaker Nancy Pelosi made headlines as she cleaned out her equities portfolio.The powerhouse politician sold some of her high-profile tickers at a loss.Queries about Nancy Pelosi stocks remain a hot but debated topic.Though the Democrats lost control of the lower chamber of Congress, demand for information regarding Nancy Pelosi stocks remains hot. Not surprisingly, then, when news broke that the former House Speaker exited many positions – some of them at a loss – the move generated headlines. Though the viability of following “Congressional trades” incurs much debate, many retail investors believe they provide important trajectory-related clues.According to the Financial Disclosure Reports database by the U.S. House of Representatives, Pelosi reported selling a total of 30,000 shares of Alphabet (NASDAQ:GOOG, NASDAQ:GOOGL) evenly across three transaction dates last year: Dec. 20, Dec. 21 and Dec. 28. Each transaction featured a value of between $500,001 and $1 million.As well, the former Speaker sold a total of 2,000 shares of Netflix (NASDAQ:NFLX) from two separate transactions, one dated Dec. 29 and the other Dec. 30. In the first transaction, Pelosi sold at a loss of $66,385 while losing $63,535 in the second. Each transaction featured a value of between $250,001 and $500,000.Moreover, Pelosi dumped 5,000 shares of Tesla (NASDAQ:TSLA) at an average share price of $140.38. The total loss came out to $511,197. As well, she targeted fellow blue-chip giant Disney (NYSE:DIS), exiting 10,000 shares at an average price of $87.58. This transaction resulted in a loss of $114,138.Finally, regarding arguably the most notable of Nancy Pelosi stocks recently sold, the former Speaker sold a total of 10,000 shares of PayPal (NASDAQ:PYPL) on two transactions: one dated Dec. 21 and the other dated Dec. 28. In total, the transactions featured a value range between $500,002 and $1 million. Pelosi lost $424,313 in the first transaction and $429,938 in the second.Nancy Pelosi Stocks Remain a Popular TrendIn many ways, the concept of following Nancy Pelosi stocks appears counterintuitive. Not always enjoying robust support from her own party, a survey in December 2022 revealed nearly half of Americans have an unfavorable view of the former House Speaker from California. Still, as a celebrated stock picker, she generates intense interest among retail investors.As NPR reported in September 2021, “Young investors have a new strategy: watching financial disclosures of sitting members of Congress for stock tips.” Further, the news agency stated the following about the demand for so-called Nancy Pelosi stocks:“Among a certain community of individual investors on TikTok, House Speaker Nancy Pelosi’s stock trading disclosures are a treasure trove. ‘Shouts out to Nancy Pelosi, the stock market’s biggest whale,’ said user “ceowatchlist.” Another said, ‘I’ve come to the conclusion that Nancy Pelosi is a psychic,’ while adding that she is the ‘queen of investing.’‘She knew,’ declared Chris Josephs, analyzing a particular trade in Pelosi’s financial disclosures. ‘And you would have known if you had followed her portfolio.'”In 2012, former President Barack Obama “…signed into law the STOCK Act, a bipartisan bill that prevents Members of Congress from trading stocks based on nonpublic information they gleaned on Capitol Hill,” according to the official White House statement.Nevertheless, many retail investors continued to follow Nancy Pelosi stocks under the notion of following the smart money.Congressional ‘Guidance’ of Debatable MeritInherently, value exists in gleaning information from the most powerful lawmakers in the U.S. government. Nevertheless, the merit of following implied guidance from members of Congress is a debated topic.According to research published by the Journal of Public Economics, the authors of the study found “no evidence of superior investment performance whether [looking] in aggregate or at Senators specifically accused of informed trading.” The research covered the period between January 2012 and December 2020.Still, that might not be the end for retail investors interested in Nancy Pelosi stocks. As Reuters reported in March 2020, public outcry rang out against U.S. senators who sold equity shares right before the coronavirus pandemic uprooted American society.Therefore, this latest batch of data – this time for Nancy Pelosi stocks to sell – might rile market participants once again.On the date of publication, Josh Enomoto did not have (either directly or indirectly) any positions in the securities mentioned in this article. The opinions expressed in this article are those of the writer, subject to the InvestorPlace.com Publishing Guidelines.A former senior business analyst for Sony Electronics, Josh Enomoto has helped broker major contracts with Fortune Global 500 companies. Over the past several years, he has delivered unique, critical insights for the investment markets, as well as various other industries including legal, construction management, and healthcare.SubmitArticle printed from InvestorPlace Media, https://investorplace.com/2023/01/what-to-know-as-nancy-pelosi-sells-these-5-stocks/.©2023 InvestorPlace Media, LLCSponsored Headlines","news_type":1},"isVote":1,"tweetType":1,"viewCount":188,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9909495518,"gmtCreate":1658899087334,"gmtModify":1676536226506,"author":{"id":"3560400579582064","authorId":"3560400579582064","name":"Dirsett","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":9,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3560400579582064","authorIdStr":"3560400579582064"},"themes":[],"htmlText":"L","listText":"L","text":"L","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9909495518","repostId":"2254256508","repostType":4,"isVote":1,"tweetType":1,"viewCount":159,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":352887623237704,"gmtCreate":1727163309959,"gmtModify":1727163313683,"author":{"id":"3560400579582064","authorId":"3560400579582064","name":"Dirsett","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":9,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3560400579582064","authorIdStr":"3560400579582064"},"themes":[],"htmlText":"If All analysts are bullish, all investors would have rushed in.Its price would have run its course!! Too much hype already by then!","listText":"If All analysts are bullish, all investors would have rushed in.Its price would have run its course!! Too much hype already by then!","text":"If All analysts are bullish, all investors would have rushed in.Its price would have run its course!! Too much hype already by then!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/352887623237704","repostId":"1179507264","repostType":2,"repost":{"id":"1179507264","kind":"news","pubTimestamp":1727149509,"share":"https://ttm.financial/m/news/1179507264?lang=&edition=fundamental","pubTime":"2024-09-24 11:45","market":"us","language":"en","title":"Why I'm Downgrading Palantir Despite Strong U.S. Commercial And Government Growth","url":"https://stock-news.laohu8.com/highlight/detail?id=1179507264","media":"Seeking Alpha","summary":"SummaryPalantir's bootcamp sales methods have proven effective, driving strong U.S. commercial growth, but recent government sales surged unexpectedly, boosting overall revenue.U.S. commercial revenue","content":"<html><head></head><body><h2 id=\"id_3280655759\">Summary</h2><ul style=\"\"><li><p>Palantir&#39;s bootcamp sales methods have proven effective, driving strong U.S. commercial growth, but recent government sales surged unexpectedly, boosting overall revenue.</p></li><li><p>U.S. commercial revenue grew 70% year-over-year, while non-U.S. commercial lagged due to geopolitical factors and less bootcamp utilization.</p></li><li><p>Concerns include limited analyst participation on earnings calls, insider selling, and S&amp;P 500 inclusion having boosted the stock price.</p></li><li><p>Taken everything into account from strong U.S. commercial growth guidance, geopolitical tensions and the stock runup, I&#39;m downgrading Palantir stock to a hold.</p></li></ul><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/554bfffe59edb9acf6bf12d15a231da8\" alt=\"Palantir Technologies\" title=\"Palantir Technologies\" tg-width=\"750\" tg-height=\"500\"/><span>Palantir Technologies</span></p><p>Over the last 12 months, I wrote several articles about Palantir (NYSE:PLTR) with the premise that its Bootcamps sales methods could be a game-changer. The first one dates back to November 23&#39;. This idea is definitely not disproven in the latest quarter as sales continued to be strong. Unless there&#39;s a meaningful change in the earnings/sales trajectory of the business, I don&#39;t plan to revisit the bootcamps. I think they&#39;ve more or less proven to be very effective. In the medium term, sales growth rate is going to be the key driver of Palantir&#39;s stock price.</p><p>The problem with this last quarter is that one sales trend changed. Ever since bootcamps were introduced, U.S. commercial, as a segment, was growing at a much higher pace compared to Government.</p><p>This last quarter, Government was suddenly very strong:</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/c3154668fc232caf378b57eda67a15b6\" alt=\"Palantir revenue by segment\" title=\"Palantir revenue by segment\" tg-width=\"822\" tg-height=\"357\"/><span>Palantir revenue by segment</span></p><p>In a vacuum, that&#39;s great because government is still the largest slice of the pie. Ergo, if it shows the highest growth rate, this means Palantir&#39;s overall revenue growth rate is the highest.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/48d48fdf7201935d1792a1d5810902b5\" alt=\"Palantir Revenue by Geography\" title=\"Palantir Revenue by Geography\" tg-width=\"1004\" tg-height=\"477\"/><span>Palantir Revenue by Geography</span></p><p>However, in my last article I wrote:</p><blockquote><p>The key factor to watch will be the sustainability of U.S. commercial sales growth. This segment&#39;s ability to maintain its current momentum is crucial to maintain and increase Palantir&#39;s valuation. I don&#39;t see other segments catching up to this type of growth rates any time soon.</p></blockquote><p>It&#39;s a good thing that per the earnings call, U.S. commercial was very strong. Non-U.S. commercial wasn&#39;t (which isn&#39;t a huge problem for now) while government was strong all around:</p><blockquote><p>...Our US commercial revenue, excluding strategic commercial contracts, climbed 70% year-over-year. Our US commercial ACV closed was up 44% year-over-year and up 19% sequentially, while our deal count in US commercial was nearly twice what it was just a year ago. We maintain conviction in our ability to land new customers and subsequently expand those engagements as we sharpen our focus to taking our customers across the chasm from prototype to production...</p></blockquote><p>My reading of the segment sales trajectories over the past year is that the bootcamps have been extraordinarily useful to Palantir and its customers. These were first piloted and rolled out in the U.S. Palantir growth outside of the U.S. could be lagging for a number of reasons. Palantir sells mission-critical software, and governments and institutional customers have all been confronted by the awkwardness of global supply chains by Covid and the invasion of Ukraine. As far as I know, bootcamps haven&#39;t been utilized in Europe to the same extent either, and this explains at least part of the difference.</p><p>There were some things on the earnings call that aren&#39;t red flags, but that gave me pause. In past calls, there were also complaints about the number of salespeople the company could find. There was more color about the salesforce being ramped up and Karp even floated an idea to fly over salespeople from Europe to the U.S. as the ROI was much higher. That kind of talk has died down.</p><p>Another thing I didn&#39;t like is that there were only two bullish analysts on the call, and otherwise management took questions from shareholders. Generally, practices like this are intended to avoid hard questions. I don&#39;t think that fits well with how I understand the Palantir ethos.</p><p>Then there&#39;s been insider selling from Karp and Peter Thiel.</p><p>Finally, the company has been included in the S&amp;P 500 (SPY) and that&#39;s probably given the stock a short-term boost as well.</p><p>In the end, management guided for U.S. commercial growth above 40% going forward. To me, this is the most important number in the short to medium term. Meanwhile, there are large scale global conflicts/wars ongoing. There is a trend of increasing geopolitical tension. Governments seem to experience a greater urgency to update the capabilities of their armed forces, as well as the defensive capabilities of all infrastructure. Nvidia expects billions of sovereign spending for the year (see The Key Takeaways From The NVIDIA Earnings Call). This expansion of government AI capacity is almost certainly a tailwind for Palantir for this year and next. Taking everything, including the extraordinary runup of the stock, together; I&#39;m downgrading Palantir towards a hold, down from a strong buy.</p></body></html>","source":"seekingalpha","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Why I'm Downgrading Palantir Despite Strong U.S. Commercial And Government Growth</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; 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}\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nWhy I'm Downgrading Palantir Despite Strong U.S. Commercial And Government Growth\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-09-24 11:45 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4722654-palantir-stock-despite-strong-us-commercial-and-government-growth-downgraded-to-hold><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryPalantir's bootcamp sales methods have proven effective, driving strong U.S. commercial growth, but recent government sales surged unexpectedly, boosting overall revenue.U.S. commercial revenue...</p>\n\n<a href=\"https://seekingalpha.com/article/4722654-palantir-stock-despite-strong-us-commercial-and-government-growth-downgraded-to-hold\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"PLTR":"Palantir Technologies Inc."},"source_url":"https://seekingalpha.com/article/4722654-palantir-stock-despite-strong-us-commercial-and-government-growth-downgraded-to-hold","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"1179507264","content_text":"SummaryPalantir's bootcamp sales methods have proven effective, driving strong U.S. commercial growth, but recent government sales surged unexpectedly, boosting overall revenue.U.S. commercial revenue grew 70% year-over-year, while non-U.S. commercial lagged due to geopolitical factors and less bootcamp utilization.Concerns include limited analyst participation on earnings calls, insider selling, and S&P 500 inclusion having boosted the stock price.Taken everything into account from strong U.S. commercial growth guidance, geopolitical tensions and the stock runup, I'm downgrading Palantir stock to a hold.Palantir TechnologiesOver the last 12 months, I wrote several articles about Palantir (NYSE:PLTR) with the premise that its Bootcamps sales methods could be a game-changer. The first one dates back to November 23'. This idea is definitely not disproven in the latest quarter as sales continued to be strong. Unless there's a meaningful change in the earnings/sales trajectory of the business, I don't plan to revisit the bootcamps. I think they've more or less proven to be very effective. In the medium term, sales growth rate is going to be the key driver of Palantir's stock price.The problem with this last quarter is that one sales trend changed. Ever since bootcamps were introduced, U.S. commercial, as a segment, was growing at a much higher pace compared to Government.This last quarter, Government was suddenly very strong:Palantir revenue by segmentIn a vacuum, that's great because government is still the largest slice of the pie. Ergo, if it shows the highest growth rate, this means Palantir's overall revenue growth rate is the highest.Palantir Revenue by GeographyHowever, in my last article I wrote:The key factor to watch will be the sustainability of U.S. commercial sales growth. This segment's ability to maintain its current momentum is crucial to maintain and increase Palantir's valuation. I don't see other segments catching up to this type of growth rates any time soon.It's a good thing that per the earnings call, U.S. commercial was very strong. Non-U.S. commercial wasn't (which isn't a huge problem for now) while government was strong all around:...Our US commercial revenue, excluding strategic commercial contracts, climbed 70% year-over-year. Our US commercial ACV closed was up 44% year-over-year and up 19% sequentially, while our deal count in US commercial was nearly twice what it was just a year ago. We maintain conviction in our ability to land new customers and subsequently expand those engagements as we sharpen our focus to taking our customers across the chasm from prototype to production...My reading of the segment sales trajectories over the past year is that the bootcamps have been extraordinarily useful to Palantir and its customers. These were first piloted and rolled out in the U.S. Palantir growth outside of the U.S. could be lagging for a number of reasons. Palantir sells mission-critical software, and governments and institutional customers have all been confronted by the awkwardness of global supply chains by Covid and the invasion of Ukraine. As far as I know, bootcamps haven't been utilized in Europe to the same extent either, and this explains at least part of the difference.There were some things on the earnings call that aren't red flags, but that gave me pause. In past calls, there were also complaints about the number of salespeople the company could find. There was more color about the salesforce being ramped up and Karp even floated an idea to fly over salespeople from Europe to the U.S. as the ROI was much higher. That kind of talk has died down.Another thing I didn't like is that there were only two bullish analysts on the call, and otherwise management took questions from shareholders. Generally, practices like this are intended to avoid hard questions. I don't think that fits well with how I understand the Palantir ethos.Then there's been insider selling from Karp and Peter Thiel.Finally, the company has been included in the S&P 500 (SPY) and that's probably given the stock a short-term boost as well.In the end, management guided for U.S. commercial growth above 40% going forward. To me, this is the most important number in the short to medium term. Meanwhile, there are large scale global conflicts/wars ongoing. There is a trend of increasing geopolitical tension. Governments seem to experience a greater urgency to update the capabilities of their armed forces, as well as the defensive capabilities of all infrastructure. Nvidia expects billions of sovereign spending for the year (see The Key Takeaways From The NVIDIA Earnings Call). This expansion of government AI capacity is almost certainly a tailwind for Palantir for this year and next. Taking everything, including the extraordinary runup of the stock, together; I'm downgrading Palantir towards a hold, down from a strong buy.","news_type":1},"isVote":1,"tweetType":1,"viewCount":37,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":255810217832520,"gmtCreate":1703467159635,"gmtModify":1703467164938,"author":{"id":"3560400579582064","authorId":"3560400579582064","name":"Dirsett","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":9,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3560400579582064","authorIdStr":"3560400579582064"},"themes":[],"htmlText":"Share your opinion about this news…","listText":"Share your opinion about this news…","text":"Share your opinion about this news…","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/255810217832520","repostId":"2394284951","repostType":2,"isVote":1,"tweetType":1,"viewCount":202,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9946678898,"gmtCreate":1680961272015,"gmtModify":1680961276336,"author":{"id":"3560400579582064","authorId":"3560400579582064","name":"Dirsett","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":9,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3560400579582064","authorIdStr":"3560400579582064"},"themes":[],"htmlText":"Share your opinion about this news…","listText":"Share your opinion about this news…","text":"Share your opinion about this news…","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9946678898","repostId":"1199831911","repostType":2,"repost":{"id":"1199831911","kind":"news","pubTimestamp":1680880637,"share":"https://ttm.financial/m/news/1199831911?lang=&edition=fundamental","pubTime":"2023-04-07 23:17","market":"us","language":"en","title":"3 Sorry Energy Stocks to Sell in April Before It’s Too Late","url":"https://stock-news.laohu8.com/highlight/detail?id=1199831911","media":"InvestorPlace","summary":"Energy stocks are cheap, but selling losers now might be a good idea anyway. Chesapeake Energy Compa","content":"<html><head></head><body><ul><li><p>Energy stocks are cheap, but selling losers now might be a good idea anyway. </p></li><li><p><strong>Chesapeake Energy Company </strong>(<strong><u>CHK</u></strong>): CHK stock should continue to fall, as major factors conspire to send it lower. </p></li><li><p><strong>Devon Energy Company </strong>(<strong><u>DVN</u></strong>): Devon Energy’s sky-high dividend speaks to its risk. </p></li><li><p><strong>ConocoPhillips </strong>(<strong><u>COP</u></strong>): The company’s imperiled Willow Project is causing real problems for ConocoPhillips.</p></li></ul><p>The energy sector had a blockbuster year in 2022, and actually turned out to be the best-performing sector overall. Thus far, 2023 has not played out well for investors in this sector, with energy stocks falling 4.23%, based on the S&amp;P Global 1200 Energy index. Those negative returns contrast poorly with the broader <strong>S&amp;P 500</strong>, which has risen 7.5% year-to-date, at the time of writing.</p><p style=\"text-align: start;\">Nevertheless, there have been outliers among energy stocks that have bucked the trend, producing solid returns. <strong>BP </strong>(NYSE: <strong>BP</strong>) and <strong>Marathon Petroleum</strong> (NYSE: <strong>MPC</strong>) among their ranks.</p><p style=\"text-align: start;\">However, this list focuses on the underperformers, particularly specific energy stocks investors should be looking to sell. Now is the time to rotate out of these companies, and into better-performing energy stocks or other sectors, including tech.</p><h2 style=\"text-align: start;\">Chesapeake Energy (CHK)</h2><p><strong>Chesapeake Energy </strong>(NASDAQ: <strong>CHK</strong>) was a solid stock to have held in 2022. Like many energy stocks, it had a strong year due to booming energy prices. The company deals primarily in natural gas, which soared last year. This led to a more than doubling of revenues in 2022, reaching $11.74 billion.</p><p style=\"text-align: start;\">That strong performance resulted in CHK stock increasing from $66 to $94 in 2022. Of course, 2023 has begun as an entirely different story. CHK stock has since declined to around $75 per share, at the time of writing.</p><p style=\"text-align: start;\">The company’s forecasted production volume, as well as expected energy prices, are not in Chesapeake’s favor right now. In short, 2023 will not be a repeat of 2022, which suggests investors should avoid CHK stock, or sell now.</p><p style=\"text-align: start;\">The company provided guidance that 2023 production volume will likely be lower than 2022, when it released earnings in February. And the U.S. Energy Information Administration has forecast lower prices throughout 2023.</p><p style=\"text-align: start;\">Those aren’t the only two factors that determine Chesapeake’s share prices, to be sure. However, they are critical factors nonetheless. The company won’t produce 2022-level revenues in 2023, which is a simple reason to avoid CHK stock now.</p><h2 style=\"text-align: start;\">Devon Energy (DVN)</h2><p><strong>Devon Energy </strong>(NYSE: <strong>DVN</strong>) had a great 2022, just as Chesapeake Energy and many other energy companies did. High-level metrics suggest DVN stock is investment grade, something the company has called itself in the past.</p><p style=\"text-align: start;\">Devon’s free cash flows more than doubled in 2022, reaching $6 billion. Additionally, the company’s Q4 oil production volumes reached an all-time high of 316,000 barrels per day. And for shareholders, its already-high dividend was raised by 11% in 2023.</p><p style=\"text-align: start;\">These strong results make it difficult to understand why Devon Energy has seen declining share prices in 2023. But it’s a case of past performance not guaranteeing future returns. Devon Energy’s issue is weak 2023 production expectations paired with higher-than-expected capital expenditures. If a given company’s income is expected to fall while its expenses rise, it will be more vulnerable. That’s where Devon Energy is currently due to those combined factors.</p><p style=\"text-align: start;\">Devon’s 10% dividend is very enticing, but investors should remain cautious. Such high yields tend to indicate significantly higher risk, which the market is clearly pricing into this stock now.</p><h2 style=\"text-align: start;\">ConocoPhillips (COP)</h2><p>The fortunes of<strong> ConocoPhillips </strong>(NYSE: <strong>COP</strong>), and those of its shareholders, have not been strong this year. In 2023, COP stock has been among the many energy stocks that have witnessed a drop. Much of that decline can be attributed to news surrounding the company’s Willow Project on Alaska’s North Slope.</p><p style=\"text-align: start;\">That project has faced significant scrutiny, culminating in an environmental review by the Biden Administration. The Interior Department was tasked with deciding whether to allow drilling, issuing its Record of Decision on 13 March.</p><p style=\"text-align: start;\">That decision rejected two of ConocoPhillips’ five proposed drill sites, reducing and its overall footprint by 40%. COP stock fell immediately following the announcement of the decision. Even before the decision was announced, there was speculation about a scaled-down decision. Those rumors also suggested that the project’s economic feasibility was in doubt under such a scenario.</p><p style=\"text-align: start;\">Time will tell what the financial results of the project are. However, a less-than-ideal outcome has materialized for ConocoPhillips. That’s a solid sign to avoid COP stock for now.</p></body></html>","source":"investorplace","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>3 Sorry Energy Stocks to Sell in April Before It’s Too Late</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n3 Sorry Energy Stocks to Sell in April Before It’s Too Late\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-04-07 23:17 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://investorplace.com/2023/04/3-sorry-energy-stocks-to-sell-in-april-before-its-too-late/><strong>InvestorPlace</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Energy stocks are cheap, but selling losers now might be a good idea anyway. Chesapeake Energy Company (CHK): CHK stock should continue to fall, as major factors conspire to send it lower. Devon ...</p>\n\n<a href=\"https://investorplace.com/2023/04/3-sorry-energy-stocks-to-sell-in-april-before-its-too-late/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"DVN":"德文能源","COP":"康菲石油"},"source_url":"https://investorplace.com/2023/04/3-sorry-energy-stocks-to-sell-in-april-before-its-too-late/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1199831911","content_text":"Energy stocks are cheap, but selling losers now might be a good idea anyway. Chesapeake Energy Company (CHK): CHK stock should continue to fall, as major factors conspire to send it lower. Devon Energy Company (DVN): Devon Energy’s sky-high dividend speaks to its risk. ConocoPhillips (COP): The company’s imperiled Willow Project is causing real problems for ConocoPhillips.The energy sector had a blockbuster year in 2022, and actually turned out to be the best-performing sector overall. Thus far, 2023 has not played out well for investors in this sector, with energy stocks falling 4.23%, based on the S&P Global 1200 Energy index. Those negative returns contrast poorly with the broader S&P 500, which has risen 7.5% year-to-date, at the time of writing.Nevertheless, there have been outliers among energy stocks that have bucked the trend, producing solid returns. BP (NYSE: BP) and Marathon Petroleum (NYSE: MPC) among their ranks.However, this list focuses on the underperformers, particularly specific energy stocks investors should be looking to sell. Now is the time to rotate out of these companies, and into better-performing energy stocks or other sectors, including tech.Chesapeake Energy (CHK)Chesapeake Energy (NASDAQ: CHK) was a solid stock to have held in 2022. Like many energy stocks, it had a strong year due to booming energy prices. The company deals primarily in natural gas, which soared last year. This led to a more than doubling of revenues in 2022, reaching $11.74 billion.That strong performance resulted in CHK stock increasing from $66 to $94 in 2022. Of course, 2023 has begun as an entirely different story. CHK stock has since declined to around $75 per share, at the time of writing.The company’s forecasted production volume, as well as expected energy prices, are not in Chesapeake’s favor right now. In short, 2023 will not be a repeat of 2022, which suggests investors should avoid CHK stock, or sell now.The company provided guidance that 2023 production volume will likely be lower than 2022, when it released earnings in February. And the U.S. Energy Information Administration has forecast lower prices throughout 2023.Those aren’t the only two factors that determine Chesapeake’s share prices, to be sure. However, they are critical factors nonetheless. The company won’t produce 2022-level revenues in 2023, which is a simple reason to avoid CHK stock now.Devon Energy (DVN)Devon Energy (NYSE: DVN) had a great 2022, just as Chesapeake Energy and many other energy companies did. High-level metrics suggest DVN stock is investment grade, something the company has called itself in the past.Devon’s free cash flows more than doubled in 2022, reaching $6 billion. Additionally, the company’s Q4 oil production volumes reached an all-time high of 316,000 barrels per day. And for shareholders, its already-high dividend was raised by 11% in 2023.These strong results make it difficult to understand why Devon Energy has seen declining share prices in 2023. But it’s a case of past performance not guaranteeing future returns. Devon Energy’s issue is weak 2023 production expectations paired with higher-than-expected capital expenditures. If a given company’s income is expected to fall while its expenses rise, it will be more vulnerable. That’s where Devon Energy is currently due to those combined factors.Devon’s 10% dividend is very enticing, but investors should remain cautious. Such high yields tend to indicate significantly higher risk, which the market is clearly pricing into this stock now.ConocoPhillips (COP)The fortunes of ConocoPhillips (NYSE: COP), and those of its shareholders, have not been strong this year. In 2023, COP stock has been among the many energy stocks that have witnessed a drop. Much of that decline can be attributed to news surrounding the company’s Willow Project on Alaska’s North Slope.That project has faced significant scrutiny, culminating in an environmental review by the Biden Administration. The Interior Department was tasked with deciding whether to allow drilling, issuing its Record of Decision on 13 March.That decision rejected two of ConocoPhillips’ five proposed drill sites, reducing and its overall footprint by 40%. COP stock fell immediately following the announcement of the decision. Even before the decision was announced, there was speculation about a scaled-down decision. Those rumors also suggested that the project’s economic feasibility was in doubt under such a scenario.Time will tell what the financial results of the project are. However, a less-than-ideal outcome has materialized for ConocoPhillips. That’s a solid sign to avoid COP stock for now.","news_type":1},"isVote":1,"tweetType":1,"viewCount":219,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9990157946,"gmtCreate":1660314385387,"gmtModify":1676533449578,"author":{"id":"3560400579582064","authorId":"3560400579582064","name":"Dirsett","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":9,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3560400579582064","authorIdStr":"3560400579582064"},"themes":[],"htmlText":"did Bridgewater buy BYD?","listText":"did Bridgewater buy BYD?","text":"did Bridgewater buy BYD?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9990157946","repostId":"1164455277","repostType":2,"repost":{"id":"1164455277","kind":"news","pubTimestamp":1660314148,"share":"https://ttm.financial/m/news/1164455277?lang=&edition=fundamental","pubTime":"2022-08-12 22:22","market":"us","language":"en","title":"This World's Largest Hedge Fund Buys More Nio, XPeng Shares In Q2, Takes Fresh Positions In 2 U.S. EV Startups","url":"https://stock-news.laohu8.com/highlight/detail?id=1164455277","media":"Benzinga","summary":"ZINGER KEY POINTSRay Dalio's Bridgewater adds more shares of Nio and Xpeng in the second quarter.Bri","content":"<html><head></head><body><p><b>ZINGER KEY POINTS</b></p><ul><li>Ray Dalio&#39;s Bridgewater adds more shares of Nio and Xpeng in the second quarter.</li><li>Bridgewater more than doubles its stake in Ford to 4.62 million shares.</li></ul><p>Ray Dalio-founded hedge fund <b>Bridgewater Associates</b> may have disposed of its entire holdings in most Chinese tech stocks, but it still swears by the country&#39;s electric vehicle startups.</p><p><b>What Happened:</b> Bridgewater added to its positions in <b>Nio Inc ADR</b> and <b>XPeng Inc - ADR</b>, a 13F filing by the fund revealed. Although the nearly 50-year-old firm took some money off the table by selling a small stake in <b>Li Auto Inc</b>, it still has a significant position in the company.</p><p><b>Here are Bridgewater&#39;s positions at the end of the second quarter:</b></p><p><b>Nio:</b>5.53 million (up from 5.32 million in the first quarter)</p><p><b>XPeng</b>: 2.16 million (up from 2.15 million in the first quarter)</p><p><b>Li Auto</b>: 3.27 million (down from 3.36 million in the first quarter)</p><p><b>U.S. EV Holdings:</b> Bridgewater took fresh positions in two U.S. EV startups. The firm bought 62,818 shares of <b>Rivian Automotive Inc</b> and 285,791 shares of <b>Lucid Group Inc</b>.</p><p>Incidentally, the firm does not own any stock in market leader <b>Tesla Inc</b>.</p><p>Bridgewater also doubled down on <b>Ford Motor Company</b>. At the end of the second quarter, it had 4.62 million Ford shares, up from 2.2 million at the end of the first quarter.</p><p>Bridgewater is the world&#39;s largest hedge fund, with about $150 billion in assets under management.</p></body></html>","source":"lsy1606299360108","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>This World's Largest Hedge Fund Buys More Nio, XPeng Shares In Q2, Takes Fresh Positions In 2 U.S. EV Startups</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\">\nThis World's Largest Hedge Fund Buys More Nio, XPeng Shares In Q2, Takes Fresh Positions In 2 U.S. EV Startups\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-08-12 22:22 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.benzinga.com/markets/asia/22/08/28469792/this-worlds-largest-hedge-fund-buys-more-nio-xpeng-shares-in-q2-takes-fresh-positions-in-these-2-u-s><strong>Benzinga</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>ZINGER KEY POINTSRay Dalio's Bridgewater adds more shares of Nio and Xpeng in the second quarter.Bridgewater more than doubles its stake in Ford to 4.62 million shares.Ray Dalio-founded hedge fund ...</p>\n\n<a href=\"https://www.benzinga.com/markets/asia/22/08/28469792/this-worlds-largest-hedge-fund-buys-more-nio-xpeng-shares-in-q2-takes-fresh-positions-in-these-2-u-s\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LCID":"Lucid Group Inc","XPEV":"小鹏汽车","LI":"理想汽车","NIO":"蔚来","TSLA":"特斯拉","RIVN":"Rivian Automotive, Inc.","F":"福特汽车"},"source_url":"https://www.benzinga.com/markets/asia/22/08/28469792/this-worlds-largest-hedge-fund-buys-more-nio-xpeng-shares-in-q2-takes-fresh-positions-in-these-2-u-s","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1164455277","content_text":"ZINGER KEY POINTSRay Dalio's Bridgewater adds more shares of Nio and Xpeng in the second quarter.Bridgewater more than doubles its stake in Ford to 4.62 million shares.Ray Dalio-founded hedge fund Bridgewater Associates may have disposed of its entire holdings in most Chinese tech stocks, but it still swears by the country's electric vehicle startups.What Happened: Bridgewater added to its positions in Nio Inc ADR and XPeng Inc - ADR, a 13F filing by the fund revealed. Although the nearly 50-year-old firm took some money off the table by selling a small stake in Li Auto Inc, it still has a significant position in the company.Here are Bridgewater's positions at the end of the second quarter:Nio:5.53 million (up from 5.32 million in the first quarter)XPeng: 2.16 million (up from 2.15 million in the first quarter)Li Auto: 3.27 million (down from 3.36 million in the first quarter)U.S. EV Holdings: Bridgewater took fresh positions in two U.S. EV startups. The firm bought 62,818 shares of Rivian Automotive Inc and 285,791 shares of Lucid Group Inc.Incidentally, the firm does not own any stock in market leader Tesla Inc.Bridgewater also doubled down on Ford Motor Company. At the end of the second quarter, it had 4.62 million Ford shares, up from 2.2 million at the end of the first quarter.Bridgewater is the world's largest hedge fund, with about $150 billion in assets under management.","news_type":1},"isVote":1,"tweetType":1,"viewCount":122,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":373376974205040,"gmtCreate":1732192403949,"gmtModify":1732192407364,"author":{"id":"3560400579582064","authorId":"3560400579582064","name":"Dirsett","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":9,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3560400579582064","authorIdStr":"3560400579582064"},"themes":[],"htmlText":"Share your opinion about this news…","listText":"Share your opinion about this news…","text":"Share your opinion about this news…","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/373376974205040","repostId":"2481512455","repostType":2,"repost":{"id":"2481512455","kind":"news","weMediaInfo":{"introduction":"The most recognized names in North America, Europe and Asia rely on MT Newswires to power their applications. Better news, better service, better price.","home_visible":1,"media_name":"MT Newswires","id":"1060499803","head_image":"https://community-static.tradeup.com/news/3002d84abbd5ace3c99397c7f95b8d4e"},"pubTimestamp":1730783184,"share":"https://ttm.financial/m/news/2481512455?lang=&edition=fundamental","pubTime":"2024-11-05 13:06","market":"sg","language":"en","title":"UOB Kay Hian Adjusts Far East Hospitality Trust's Price Target to SG$0.82 from SG$0.80, Keeps at Buy","url":"https://stock-news.laohu8.com/highlight/detail?id=2481512455","media":"MT Newswires","summary":"Far East Hospitality Trust (SGX:Q5T) has an average rating of buy and price targets ranging from SG$0.70 to SG$0.82, according to analysts polled by Capital IQ.(MT Newswires covers equity, commodity a","content":"<html><body><p> Far East Hospitality Trust (SGX:Q5T) has an average rating of buy and price targets ranging from SG$0.70 to SG$0.82, according to analysts polled by Capital IQ.</p><p>(MT Newswires covers equity, commodity and economic research from major banks and research firms in North America, Asia and Europe. Research providers may contact us here: https://www.mtnewswires.com/contact-us)</p><p>Price (SGD): S$5712.69, Change: S$-16, Percent Change: -0.28%</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>UOB Kay Hian Adjusts Far East Hospitality Trust's Price Target to SG$0.82 from SG$0.80, Keeps at 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\">\nUOB Kay Hian Adjusts Far East Hospitality Trust's Price Target to SG$0.82 from SG$0.80, Keeps at Buy\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1060499803\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://community-static.tradeup.com/news/3002d84abbd5ace3c99397c7f95b8d4e);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">MT Newswires </p>\n<p class=\"h-time\">2024-11-05 13:06</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><body><p> Far East Hospitality Trust (SGX:Q5T) has an average rating of buy and price targets ranging from SG$0.70 to SG$0.82, according to analysts polled by Capital IQ.</p><p>(MT Newswires covers equity, commodity and economic research from major banks and research firms in North America, Asia and Europe. Research providers may contact us here: https://www.mtnewswires.com/contact-us)</p><p>Price (SGD): S$5712.69, Change: S$-16, Percent Change: -0.28%</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"Q5T.SI":"远东酒店信托"},"source_url":"https://www.mtnewswires.com/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2481512455","content_text":"Far East Hospitality Trust (SGX:Q5T) has an average rating of buy and price targets ranging from SG$0.70 to SG$0.82, according to analysts polled by Capital IQ.(MT Newswires covers equity, commodity and economic research from major banks and research firms in North America, Asia and Europe. Research providers may contact us here: https://www.mtnewswires.com/contact-us)Price (SGD): S$5712.69, Change: S$-16, Percent Change: -0.28%","news_type":1},"isVote":1,"tweetType":1,"viewCount":1,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":355631521632448,"gmtCreate":1727833664786,"gmtModify":1727833667126,"author":{"id":"3560400579582064","authorId":"3560400579582064","name":"Dirsett","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":9,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3560400579582064","authorIdStr":"3560400579582064"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/STI.SI\">$Straits Times Index(STI.SI)$&nbsp;</a>&nbsp;","listText":"<a href=\"https://ttm.financial/S/STI.SI\">$Straits Times Index(STI.SI)$&nbsp;</a>&nbsp;","text":"$Straits Times Index(STI.SI)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/355631521632448","isVote":1,"tweetType":1,"viewCount":43,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":329237489783080,"gmtCreate":1721385917041,"gmtModify":1721385919721,"author":{"id":"3560400579582064","authorId":"3560400579582064","name":"Dirsett","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":9,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3560400579582064","authorIdStr":"3560400579582064"},"themes":[],"htmlText":"zzt","listText":"zzt","text":"zzt","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/329237489783080","repostId":"2452642340","repostType":2,"repost":{"id":"2452642340","kind":"highlight","weMediaInfo":{"introduction":"Reuters.com brings you the latest news from around the world, covering breaking news in markets, business, politics, entertainment and technology","home_visible":1,"media_name":"Reuters","id":"1036604489","head_image":"https://static.tigerbbs.com/443ce19704621c837795676028cec868"},"pubTimestamp":1721385745,"share":"https://ttm.financial/m/news/2452642340?lang=&edition=fundamental","pubTime":"2024-07-19 18:42","market":"us","language":"en","title":"Global Cyber Outage Grounds Flights, Hits Banks, Telecoms, Media","url":"https://stock-news.laohu8.com/highlight/detail?id=2452642340","media":"Reuters","summary":"July 19 (Reuters) - A global tech outage was disrupting operations across multiple industries on Friday, with airlines halting flights, some broadcasters off air and services from banking to healthcar","content":"<html><head></head><body><p>July 19 (Reuters) - A global tech outage was disrupting operations across multiple industries on Friday, with airlines halting flights, some broadcasters off air and services from banking to healthcare hit by system problems.</p><p>While major U.S. airlines - American Airlines , Delta Airlines and United Airlines - grounded flights, other carriers and airports around the world reported delays and disruptions early on Friday.</p><p>Banks and financial services firms from Australia to India and Germany warned customers of disruptions.</p><p>In Britain, booking systems used by doctors were offline, multiple reports from medical officials on X said, while Sky News, one of the country&#39;s major news broadcasters was off air, apologising for being unable to transmit live, and soccer club Manchester United said on X that it had to postpone a scheduled release of tickets.</p><p>The former head of Britain&#39;s National Cyber Security Centre Ciaran Martin told BBC Radio that an update to a product offered by global cyberscurity firm CrowdStrike appeared to be affecting operating systems based on Microsoft&#39;s Windows Operating System.</p><p>Microsoft&#39;s MSFT.O cloud unit Azure said it was aware of the issue that impacted virtual machines running Windows OS and the CrowdStrike Falcon agent getting stuck in a &#34;restarting state,&#34; amid an ongoing global outage.</p><p>&#34;We&#39;re aware of an issue affecting Windows devices due to an update from a third-party software platform. We anticipate a resolution is forthcoming,&#34; a Microsoft spokesperson said.</p><p>According to an alert sent by CrowdStrike to its clients and reviewed by Reuters, the company’s &#34;Falcon Sensor&#34; software is causing Microsoft Windows to crash and display a blue screen, known informally as the &#34;Blue Screen of Death&#34;.</p><p>The alert, which was sent at 0530 GMT on Friday, also shared a manual workaround to rectify the issue.</p><p>Over half of Fortune 500 companies used CrowdStrike software, the U.S. firm said in a promotional video this year.</p><p>A Crowdstrike spokesperson did not respond to emails or calls requesting comment.</p><p>There was no information to suggest the outage was a cyber security incident, the office of Australia&#39;s National Cyber Security Coordinator Michelle McGuinness said in a post on X. A British government source also told Reuters there was nothing to suggest foul play.</p><p>&#34;The world grinding to a halt because of a global IT meltdown shows the dark side to technology,&#34; AJ Bell investment analyst Dan Coatsworth said.</p><p>&#34;The severity of the problem boils down to how long it lasts. A few hours&#39; disruption is unhelpful but not a catastrophe. Prolonged disruption is another matter,&#34; he said.</p><p>The outages rippled far and wide.</p><p>Airports in Singapore, Hong Kong and India said the outage meant some airlines were having to check in passengers manually.</p><p>Amsterdam&#39;s Schiphol Airport, one of Europe&#39;s busiest, said it was affected, while airline Iberia said it had been operating manually at airports until its electronic check-in counters and online check-ins were reactivated. It said there had been some delays but no flight cancellations.</p><p><a href=\"https://laohu8.com/S/AFLYY\">Air France-KLM</a> said its operations were disrupted.</p><p>The Dutch foreign affairs ministry told Dutch press agency ANP it had been affected. A spokesperson was not immediately available for comment.</p><p>While there were reports of companies gradually restoring their services, analysts weighed the potential of what one called the biggest ever outage in the industry and the broader economy.</p><p>&#34;IT security tools are all designed to ensure that companies can continue to operate in the worst-case scenario of a data breach, so to be the root cause of a global IT outage is an unmitigated disaster,&#34; said Ajay Unni, CEO of StickmanCyber, one of Australia&#39;s largest cybersecurity services companies.</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>Global Cyber Outage Grounds Flights, Hits Banks, Telecoms, Media</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; 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}\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nGlobal Cyber Outage Grounds Flights, Hits Banks, Telecoms, Media\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1036604489\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/443ce19704621c837795676028cec868);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Reuters </p>\n<p class=\"h-time\">2024-07-19 18:42</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>July 19 (Reuters) - A global tech outage was disrupting operations across multiple industries on Friday, with airlines halting flights, some broadcasters off air and services from banking to healthcare hit by system problems.</p><p>While major U.S. airlines - American Airlines , Delta Airlines and United Airlines - grounded flights, other carriers and airports around the world reported delays and disruptions early on Friday.</p><p>Banks and financial services firms from Australia to India and Germany warned customers of disruptions.</p><p>In Britain, booking systems used by doctors were offline, multiple reports from medical officials on X said, while Sky News, one of the country&#39;s major news broadcasters was off air, apologising for being unable to transmit live, and soccer club Manchester United said on X that it had to postpone a scheduled release of tickets.</p><p>The former head of Britain&#39;s National Cyber Security Centre Ciaran Martin told BBC Radio that an update to a product offered by global cyberscurity firm CrowdStrike appeared to be affecting operating systems based on Microsoft&#39;s Windows Operating System.</p><p>Microsoft&#39;s MSFT.O cloud unit Azure said it was aware of the issue that impacted virtual machines running Windows OS and the CrowdStrike Falcon agent getting stuck in a &#34;restarting state,&#34; amid an ongoing global outage.</p><p>&#34;We&#39;re aware of an issue affecting Windows devices due to an update from a third-party software platform. We anticipate a resolution is forthcoming,&#34; a Microsoft spokesperson said.</p><p>According to an alert sent by CrowdStrike to its clients and reviewed by Reuters, the company’s &#34;Falcon Sensor&#34; software is causing Microsoft Windows to crash and display a blue screen, known informally as the &#34;Blue Screen of Death&#34;.</p><p>The alert, which was sent at 0530 GMT on Friday, also shared a manual workaround to rectify the issue.</p><p>Over half of Fortune 500 companies used CrowdStrike software, the U.S. firm said in a promotional video this year.</p><p>A Crowdstrike spokesperson did not respond to emails or calls requesting comment.</p><p>There was no information to suggest the outage was a cyber security incident, the office of Australia&#39;s National Cyber Security Coordinator Michelle McGuinness said in a post on X. A British government source also told Reuters there was nothing to suggest foul play.</p><p>&#34;The world grinding to a halt because of a global IT meltdown shows the dark side to technology,&#34; AJ Bell investment analyst Dan Coatsworth said.</p><p>&#34;The severity of the problem boils down to how long it lasts. A few hours&#39; disruption is unhelpful but not a catastrophe. Prolonged disruption is another matter,&#34; he said.</p><p>The outages rippled far and wide.</p><p>Airports in Singapore, Hong Kong and India said the outage meant some airlines were having to check in passengers manually.</p><p>Amsterdam&#39;s Schiphol Airport, one of Europe&#39;s busiest, said it was affected, while airline Iberia said it had been operating manually at airports until its electronic check-in counters and online check-ins were reactivated. It said there had been some delays but no flight cancellations.</p><p><a href=\"https://laohu8.com/S/AFLYY\">Air France-KLM</a> said its operations were disrupted.</p><p>The Dutch foreign affairs ministry told Dutch press agency ANP it had been affected. A spokesperson was not immediately available for comment.</p><p>While there were reports of companies gradually restoring their services, analysts weighed the potential of what one called the biggest ever outage in the industry and the broader economy.</p><p>&#34;IT security tools are all designed to ensure that companies can continue to operate in the worst-case scenario of a data breach, so to be the root cause of a global IT outage is an unmitigated disaster,&#34; said Ajay Unni, CEO of StickmanCyber, one of Australia&#39;s largest cybersecurity services companies.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"IE00B1XK9C88.USD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A\" (USD) ACC","IE00BJJMRY28.SGD":"Janus Henderson Balanced A Inc SGD","IE00BJLML261.HKD":"HSBC GLOBAL EQUITY INDEX \"HCH\" (HKD) ACC","BK4528":"SaaS概念","BK4516":"特朗普概念","IE00BKDWB100.SGD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A5H\" (SGDHDG) ACC","IE00BMPRXN33.USD":"NEUBERGER BERMAN 5G CONNECTIVITY \"A\" (USD) ACC","BK4554":"元宇宙及AR概念","BK4532":"文艺复兴科技持仓","MSFT":"微软","IE00B775H168.HKD":"JANUS HENDERSON BALANCED \"A5M\" (HKD) INC","IE00BFXG0V08.USD":"BNY MELLON GLOBAL LEADERS \"B\" (USD) ACC","DAL":"达美航空","IE00B5949003.HKD":"JANUS HENDERSON GLOBAL TECHNOLOGY AND INNOVATION \"A\" (HKD) ACC","IE0004445015.USD":"JANUS HENDERSON BALANCED \"A2\" (USD) ACC","IE0005OL40V9.USD":"JANUS HENDERSON BALANCED \"A6M\" (USD) INC","BK4534":"瑞士信贷持仓","BK4585":"ETF&股票定投概念","BK4567":"ESG概念","BK4576":"AR","BK4533":"AQR资本管理(全球第二大对冲基金)","IE00B19Z8X17.USD":"FTGF CLEARBRIDGE US LARGE CAP GROWTH  \"AG\" (USD) ACC","BK4566":"资本集团","BK4587":"ChatGPT概念","IE0003U64NQ7.SGD":"PIMCO BALANCED INCOME AND GROWTH \"M\" (SGDHDG) ACC","BK4535":"淡马锡持仓","IE00BMPRXQ63.HKD":"NEUBERGER BERMAN NEXT GENERATION CONNECTIVITY FUND \"A\" (HKDHDG) ACC","BK4577":"网络游戏","BK4538":"云计算","IE0034235188.USD":"PINEBRIDGE GLOBAL FOCUS EQUITY \"A\" (USD) ACC","CRWD":"CrowdStrike Holdings, Inc.","BK4579":"人工智能","IE00BKVL7J92.USD":"Legg Mason ClearBridge - US Equity Sustainability Leaders A Acc USD","BK4550":"红杉资本持仓","BK4588":"碎股","IE00B19Z8W00.USD":"FTGF CLEARBRIDGE US LARGE CAP GROWTH \"A\" INC","IE00BJTD4N35.SGD":"Neuberger Berman US Long Short Equity A1  Acc SGD-H","IE00B4JS1V06.HKD":"JANUS HENDERSON BALANCED \"A2\" (HKD) ACC","IE00BLSP4452.SGD":"Legg Mason ClearBridge - Tactical Dividend Income A Mdis SGD-H Plus","IE00B775SV38.USD":"NEUBERGER BERMAN US MULTICAP OPPORTUNITIES \"A\" (USD) ACC","IE0004086264.USD":"BNY MELLON GLOBAL OPPORTUNITIES \"A\" (USD) ACC","IE00BFSS7M15.SGD":"Janus Henderson Balanced A Acc SGD-H","BK4097":"系统软件","BK4548":"巴美列捷福持仓","IE0034235295.USD":"PINEBRIDGE GLOBAL DYNAMIC ASSET ALLOCATION \"A\" (USD) ACC","IE0004445239.USD":"JANUS HENDERSON US FORTY \"A2\" (USD) ACC","IE0004091025.USD":"BNY MELLON GLOBAL OPPORTUNITIES \"B\" (USD) ACC","IE00BJJMRX11.SGD":"Janus Henderson Balanced A Acc SGD","IE00BHPRN162.USD":"BNY MELLON BLOCKCHAIN INNOVATION \"B\" (USD) ACC","IE00BJTD4V19.USD":"NEUBERGER BERMAN US LONG SHORT EQUITY \"A1\" (USD) ACC","IE00BDCRKT87.USD":"PINEBRIDGE GLOBAL DYNAMIC ASSET ALLOCATION \"ADC\" (USD) INC","GB00BDT5M118.USD":"天利环球扩展Alpha基金A Acc"},"source_url":"https://api.rkd.refinitiv.com/api/News/News.svc/REST/News_1/RetrieveStoryML_1","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2452642340","content_text":"July 19 (Reuters) - A global tech outage was disrupting operations across multiple industries on Friday, with airlines halting flights, some broadcasters off air and services from banking to healthcare hit by system problems.While major U.S. airlines - American Airlines , Delta Airlines and United Airlines - grounded flights, other carriers and airports around the world reported delays and disruptions early on Friday.Banks and financial services firms from Australia to India and Germany warned customers of disruptions.In Britain, booking systems used by doctors were offline, multiple reports from medical officials on X said, while Sky News, one of the country's major news broadcasters was off air, apologising for being unable to transmit live, and soccer club Manchester United said on X that it had to postpone a scheduled release of tickets.The former head of Britain's National Cyber Security Centre Ciaran Martin told BBC Radio that an update to a product offered by global cyberscurity firm CrowdStrike appeared to be affecting operating systems based on Microsoft's Windows Operating System.Microsoft's MSFT.O cloud unit Azure said it was aware of the issue that impacted virtual machines running Windows OS and the CrowdStrike Falcon agent getting stuck in a \"restarting state,\" amid an ongoing global outage.\"We're aware of an issue affecting Windows devices due to an update from a third-party software platform. We anticipate a resolution is forthcoming,\" a Microsoft spokesperson said.According to an alert sent by CrowdStrike to its clients and reviewed by Reuters, the company’s \"Falcon Sensor\" software is causing Microsoft Windows to crash and display a blue screen, known informally as the \"Blue Screen of Death\".The alert, which was sent at 0530 GMT on Friday, also shared a manual workaround to rectify the issue.Over half of Fortune 500 companies used CrowdStrike software, the U.S. firm said in a promotional video this year.A Crowdstrike spokesperson did not respond to emails or calls requesting comment.There was no information to suggest the outage was a cyber security incident, the office of Australia's National Cyber Security Coordinator Michelle McGuinness said in a post on X. A British government source also told Reuters there was nothing to suggest foul play.\"The world grinding to a halt because of a global IT meltdown shows the dark side to technology,\" AJ Bell investment analyst Dan Coatsworth said.\"The severity of the problem boils down to how long it lasts. A few hours' disruption is unhelpful but not a catastrophe. Prolonged disruption is another matter,\" he said.The outages rippled far and wide.Airports in Singapore, Hong Kong and India said the outage meant some airlines were having to check in passengers manually.Amsterdam's Schiphol Airport, one of Europe's busiest, said it was affected, while airline Iberia said it had been operating manually at airports until its electronic check-in counters and online check-ins were reactivated. It said there had been some delays but no flight cancellations.Air France-KLM said its operations were disrupted.The Dutch foreign affairs ministry told Dutch press agency ANP it had been affected. A spokesperson was not immediately available for comment.While there were reports of companies gradually restoring their services, analysts weighed the potential of what one called the biggest ever outage in the industry and the broader economy.\"IT security tools are all designed to ensure that companies can continue to operate in the worst-case scenario of a data breach, so to be the root cause of a global IT outage is an unmitigated disaster,\" said Ajay Unni, CEO of StickmanCyber, one of Australia's largest cybersecurity services companies.","news_type":1},"isVote":1,"tweetType":1,"viewCount":112,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":321256260268160,"gmtCreate":1719462341444,"gmtModify":1719462345271,"author":{"id":"3560400579582064","authorId":"3560400579582064","name":"Dirsett","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":9,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3560400579582064","authorIdStr":"3560400579582064"},"themes":[],"htmlText":"Most optimistic target 1800 .Even reaching the all time high of 360 is still good enough!","listText":"Most optimistic target 1800 .Even reaching the all time high of 360 is still good enough!","text":"Most optimistic target 1800 .Even reaching the all time high of 360 is still good enough!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/321256260268160","repostId":"2446934053","repostType":2,"repost":{"id":"2446934053","kind":"highlight","weMediaInfo":{"introduction":"Dow Jones publishes the world’s most trusted business news and financial information in a variety of media.","home_visible":0,"media_name":"Dow Jones","id":"106","head_image":"https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99"},"pubTimestamp":1719446393,"share":"https://ttm.financial/m/news/2446934053?lang=&edition=fundamental","pubTime":"2024-06-27 07:59","market":"nz","language":"en","title":"Why Tesla's Newest Stock-Market Bull Says the Company Is Simply Without Peers","url":"https://stock-news.laohu8.com/highlight/detail?id=2446934053","media":"Dow Jones","summary":"A Stifel analyst says legacy carmakers don't have the EV know-how to adequately compete with Tesla. Despite a challenging backdrop for electric-vehicle makers, Tesla Inc.'s stock can still thrive, according to the newest bull on Wall Street.Stifel analyst Stephen Gengaro initiated coverage of Tesla shares  with a buy rating and $265 price target late Tuesday, writing that the company is peerless in the EV market and more akin to technology giants.He acknowledged the recent slowdown in EV sales, but he sees better days ahead for Tesla, which has witnessed a 25% stock decline so far this year. The company should come to see improving trends as charger availability grows, less expensive models debut and Tesla's overall technology improves, Gengaro wrote.See also: Rivian's stock surges on $1 billion Volkswagen investment and joint-venture plan. Admittedly, it's not a short-term game. While Tesla's management predicts that the company can start production on the low-cost Model 2 by the star","content":"<html><head></head><body><p>Despite a challenging backdrop for electric-vehicle makers, Tesla Inc.&#39;s stock can still thrive, according to the newest bull on Wall Street.</p><p>Stifel analyst Stephen Gengaro initiated coverage of Tesla shares <a href=\"https://laohu8.com/S/TSLA\">$(TSLA)$</a> with a buy rating and $265 price target late Tuesday, writing that the company is peerless in the EV market and more akin to technology giants.</p><p>Tesla shares jumped 4.8% on Wednesday trading.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/cb5b52522e8dd24c52b7b613c55425cc\" tg-width=\"837\" tg-height=\"842\"/></p><p>He acknowledged the recent slowdown in EV sales, but he sees better days ahead for Tesla, which has witnessed a 25% stock decline so far this year. The company should come to see improving trends as charger availability grows, less expensive models debut and Tesla&#39;s overall technology improves, Gengaro wrote.</p><p>Admittedly, it&#39;s not a short-term game. While Tesla&#39;s management predicts that the company can start production on the low-cost Model 2 by the start of next year, he and his team &#34;are being a bit conservative on timing in our model.&#34;</p><p>Gengaro thinks that forward earnings expectations are bottoming for Tesla, after the 2024 consensus forecast for earnings before interest, taxes, depreciation and amortization falling by 41% over the past 12 month and the 2025 forecast on the metric dropping by 46%. With those negative estimate revisions likely out of the way, the dynamic could be a &#34;positive for the shares,&#34; he said.</p><p>In Gengaro&#39;s view, Tesla has no peers in the electric-vehicle business: &#34;There simply are no direct comps.&#34; That&#39;s because he said legacy carmakers don&#39;t have the requisite technology know-how in EVs, and they&#39;re way behind in the electrification game. Plus, they don&#39;t have Elon Musk as their CEO the way Tesla does, he added.</p><p>Gengaro would rather look at Tesla as a technology company akin to Apple Inc. <a href=\"https://laohu8.com/S/AAPL\">$(AAPL)$</a>, Amazon.com Inc. <a href=\"https://laohu8.com/S/AMZN\">$(AMZN)$</a>, Alphabet Inc. <a href=\"https://laohu8.com/S/GOOG\">$(GOOG)$</a> <a href=\"https://laohu8.com/S/GOOGL\">$(GOOGL)$</a> and Microsoft Corp. <a href=\"https://laohu8.com/S/MSFT\">$(MSFT)$</a> Like those powerhouses, Tesla shines with its tech, boasts a compelling growth outlook over the long run and stands to benefit from the rise of artificial intelligence.</p><p>Related to AI, Gengaro is upbeat about the potential of Tesla&#39;s Full Self-Driving business, which &#34;likely creates significant value through FSD sales, possible licensing agreements, and as a key enabler for longer-term robotaxi initiatives.&#34;</p><p>He titled his report: &#34;The Future is Closer than We Think.&#34;</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>Why Tesla's Newest Stock-Market Bull Says the Company Is Simply Without Peers</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; 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overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nWhy Tesla's Newest Stock-Market Bull Says the Company Is Simply Without Peers\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Dow Jones </p>\n<p class=\"h-time\">2024-06-27 07:59</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Despite a challenging backdrop for electric-vehicle makers, Tesla Inc.&#39;s stock can still thrive, according to the newest bull on Wall Street.</p><p>Stifel analyst Stephen Gengaro initiated coverage of Tesla shares <a href=\"https://laohu8.com/S/TSLA\">$(TSLA)$</a> with a buy rating and $265 price target late Tuesday, writing that the company is peerless in the EV market and more akin to technology giants.</p><p>Tesla shares jumped 4.8% on Wednesday trading.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/cb5b52522e8dd24c52b7b613c55425cc\" tg-width=\"837\" tg-height=\"842\"/></p><p>He acknowledged the recent slowdown in EV sales, but he sees better days ahead for Tesla, which has witnessed a 25% stock decline so far this year. The company should come to see improving trends as charger availability grows, less expensive models debut and Tesla&#39;s overall technology improves, Gengaro wrote.</p><p>Admittedly, it&#39;s not a short-term game. While Tesla&#39;s management predicts that the company can start production on the low-cost Model 2 by the start of next year, he and his team &#34;are being a bit conservative on timing in our model.&#34;</p><p>Gengaro thinks that forward earnings expectations are bottoming for Tesla, after the 2024 consensus forecast for earnings before interest, taxes, depreciation and amortization falling by 41% over the past 12 month and the 2025 forecast on the metric dropping by 46%. With those negative estimate revisions likely out of the way, the dynamic could be a &#34;positive for the shares,&#34; he said.</p><p>In Gengaro&#39;s view, Tesla has no peers in the electric-vehicle business: &#34;There simply are no direct comps.&#34; That&#39;s because he said legacy carmakers don&#39;t have the requisite technology know-how in EVs, and they&#39;re way behind in the electrification game. Plus, they don&#39;t have Elon Musk as their CEO the way Tesla does, he added.</p><p>Gengaro would rather look at Tesla as a technology company akin to Apple Inc. <a href=\"https://laohu8.com/S/AAPL\">$(AAPL)$</a>, Amazon.com Inc. <a href=\"https://laohu8.com/S/AMZN\">$(AMZN)$</a>, Alphabet Inc. <a href=\"https://laohu8.com/S/GOOG\">$(GOOG)$</a> <a href=\"https://laohu8.com/S/GOOGL\">$(GOOGL)$</a> and Microsoft Corp. <a href=\"https://laohu8.com/S/MSFT\">$(MSFT)$</a> Like those powerhouses, Tesla shines with its tech, boasts a compelling growth outlook over the long run and stands to benefit from the rise of artificial intelligence.</p><p>Related to AI, Gengaro is upbeat about the potential of Tesla&#39;s Full Self-Driving business, which &#34;likely creates significant value through FSD sales, possible licensing agreements, and as a key enabler for longer-term robotaxi initiatives.&#34;</p><p>He titled his report: &#34;The Future is Closer than We Think.&#34;</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU0289941410.SGD":"AB FCP I Dynamic Diversified AX SGD","BK4097":"系统软件","LU0127658192.USD":"EASTSPRING INVESTMENTS GLOBAL TECHNOLOGY \"A\" (USD) ACC","LU0289739343.SGD":"SUSTAINABLE GLOBAL THEMATIC PORTFOLIO \"A\" (SGD) ACC","LU0557290698.USD":"施罗德环球可持续增长基金","BK4122":"互联网与直销零售","LU0289961442.SGD":"SUSTAINABLE GLOBAL THEMATIC PORTFOLIO \"AX\" (SGD) ACC","BK4099":"汽车制造商","MSFT":"微软","AMZN":"亚马逊","LU1861559042.SGD":"日兴方舟颠覆性创新基金B SGD","LU0048573561.USD":"FIDELITY AMERICA \"A\" (USD) INC","LU0312595415.SGD":"Schroder ISF Global Climate Change Equity A Acc SGD","LU1551013342.USD":"Allianz Income and Growth Cl AMg2 DIS USD","LU0056508442.USD":"贝莱德世界科技基金A2","BK4528":"SaaS概念","LU1803068979.SGD":"FTIF - Franklin Technology A (acc) SGD-H1","LU0310800965.SGD":"FTIF - Templeton Global Balanced A Acc SGD","BK4516":"特朗普概念","SG9999015945.SGD":"LionGlobal Disruptive Innovation Fund A SGD","BK4515":"5G概念","LU0109392836.USD":"富兰克林科技股A","LU0310799852.SGD":"FTIF - Templeton Global Equity Income A MDIS SGD","LU2249611893.SGD":"BNP PARIBAS ENERGY TRANSITION \"CRH\" (SGD) ACC","BK4585":"ETF&股票定投概念","LU1804176565.USD":"EASTSPRING INV GLOBAL GROWTH EQUITY \"A\" (USD) ACC","BK4507":"流媒体概念","LU2063271972.USD":"富兰克林创新领域基金","GOOG":"谷歌","TSLA":"特斯拉","AAPL":"苹果","LU0011850046.USD":"贝莱德全球长线股票 A2 USD","LU0175139822.USD":"AB FCP I Global Equity Blend A USD","GOOGL":"谷歌A","BK4587":"ChatGPT概念","SG9999015986.USD":"LIONGLOBAL DISRUPTIVE INNOVATION \"I\" (USD) ACC","LU0466842654.USD":"HSBC ISLAMIC GLOBAL EQUITY INDEX \"A\" (USD) ACC","LU0097036916.USD":"贝莱德美国增长A2 USD","SG9999015978.USD":"利安颠覆性创新基金A","LU1839511570.USD":"WELLS FARGO GLOBAL FACTOR ENHANCED EQUITY \"I\" (USD) ACC","LU0149725797.USD":"汇丰美国股市经济规模基金","BK4559":"巴菲特持仓","LU1720051017.SGD":"Allianz Global Artificial Intelligence AT Acc H2-SGD","BK4077":"互动媒体与服务","BK4550":"红杉资本持仓","IE0034235188.USD":"PINEBRIDGE GLOBAL FOCUS EQUITY \"A\" (USD) ACC","LU0820561818.USD":"安联收益及增长平衡基金Cl AM DIS","LU0130103400.USD":"Natixis Harris Associates Global Equity RA USD","TSLL":"Direxion Daily TSLA Bull 2X Shares","BK4551":"寇图资本持仓"},"source_url":"https://dowjonesnews.com/newdjn/logon.aspx?AL=N","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2446934053","content_text":"Despite a challenging backdrop for electric-vehicle makers, Tesla Inc.'s stock can still thrive, according to the newest bull on Wall Street.Stifel analyst Stephen Gengaro initiated coverage of Tesla shares $(TSLA)$ with a buy rating and $265 price target late Tuesday, writing that the company is peerless in the EV market and more akin to technology giants.Tesla shares jumped 4.8% on Wednesday trading.He acknowledged the recent slowdown in EV sales, but he sees better days ahead for Tesla, which has witnessed a 25% stock decline so far this year. The company should come to see improving trends as charger availability grows, less expensive models debut and Tesla's overall technology improves, Gengaro wrote.Admittedly, it's not a short-term game. While Tesla's management predicts that the company can start production on the low-cost Model 2 by the start of next year, he and his team \"are being a bit conservative on timing in our model.\"Gengaro thinks that forward earnings expectations are bottoming for Tesla, after the 2024 consensus forecast for earnings before interest, taxes, depreciation and amortization falling by 41% over the past 12 month and the 2025 forecast on the metric dropping by 46%. With those negative estimate revisions likely out of the way, the dynamic could be a \"positive for the shares,\" he said.In Gengaro's view, Tesla has no peers in the electric-vehicle business: \"There simply are no direct comps.\" That's because he said legacy carmakers don't have the requisite technology know-how in EVs, and they're way behind in the electrification game. Plus, they don't have Elon Musk as their CEO the way Tesla does, he added.Gengaro would rather look at Tesla as a technology company akin to Apple Inc. $(AAPL)$, Amazon.com Inc. $(AMZN)$, Alphabet Inc. $(GOOG)$ $(GOOGL)$ and Microsoft Corp. $(MSFT)$ Like those powerhouses, Tesla shines with its tech, boasts a compelling growth outlook over the long run and stands to benefit from the rise of artificial intelligence.Related to AI, Gengaro is upbeat about the potential of Tesla's Full Self-Driving business, which \"likely creates significant value through FSD sales, possible licensing agreements, and as a key enabler for longer-term robotaxi initiatives.\"He titled his report: \"The Future is Closer than We Think.\"","news_type":1},"isVote":1,"tweetType":1,"viewCount":97,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":301988740968496,"gmtCreate":1714747138987,"gmtModify":1714747141740,"author":{"id":"3560400579582064","authorId":"3560400579582064","name":"Dirsett","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":9,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3560400579582064","authorIdStr":"3560400579582064"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/META\">$Meta Platforms, Inc.(META)$&nbsp;</a><v-v data-views=\"1\"></v-v>&nbsp;","listText":"<a href=\"https://ttm.financial/S/META\">$Meta Platforms, Inc.(META)$&nbsp;</a><v-v data-views=\"1\"></v-v>&nbsp;","text":"$Meta Platforms, Inc.(META)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/301988740968496","isVote":1,"tweetType":1,"viewCount":85,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":283667781308480,"gmtCreate":1710293779726,"gmtModify":1710293783406,"author":{"id":"3560400579582064","authorId":"3560400579582064","name":"Dirsett","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":9,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3560400579582064","authorIdStr":"3560400579582064"},"themes":[],"htmlText":"Buffet recently added more shares in SIRI.Maybe he sees something in the comlpany that you missed.?","listText":"Buffet recently added more shares in SIRI.Maybe he sees something in the comlpany that you missed.?","text":"Buffet recently added more shares in SIRI.Maybe he sees something in the comlpany that you missed.?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/283667781308480","repostId":"2413758241","repostType":2,"isVote":1,"tweetType":1,"viewCount":206,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":257180423073840,"gmtCreate":1703822180196,"gmtModify":1703822184521,"author":{"id":"3560400579582064","authorId":"3560400579582064","name":"Dirsett","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":9,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3560400579582064","authorIdStr":"3560400579582064"},"themes":[],"htmlText":"Share your opinion about this news…","listText":"Share your opinion about this news…","text":"Share your opinion about this news…","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/257180423073840","repostId":"2394123857","repostType":2,"isVote":1,"tweetType":1,"viewCount":264,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9948377054,"gmtCreate":1680638513979,"gmtModify":1680643954268,"author":{"id":"3560400579582064","authorId":"3560400579582064","name":"Dirsett","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":9,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3560400579582064","authorIdStr":"3560400579582064"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/OPT/UPRO 20230406 39.0 CALL\">$UPRO 20230406 39.0 CALL$&nbsp;</a>","listText":"<a href=\"https://ttm.financial/OPT/UPRO 20230406 39.0 CALL\">$UPRO 20230406 39.0 CALL$&nbsp;</a>","text":"$UPRO 20230406 39.0 CALL$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9948377054","isVote":1,"tweetType":1,"viewCount":363,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9912856594,"gmtCreate":1664804534318,"gmtModify":1676537510851,"author":{"id":"3560400579582064","authorId":"3560400579582064","name":"Dirsett","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":9,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3560400579582064","authorIdStr":"3560400579582064"},"themes":[],"htmlText":"Share your opinion about this news…","listText":"Share your opinion about this news…","text":"Share your opinion about this news…","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9912856594","repostId":"1199069298","repostType":2,"repost":{"id":"1199069298","kind":"news","pubTimestamp":1664801782,"share":"https://ttm.financial/m/news/1199069298?lang=&edition=fundamental","pubTime":"2022-10-03 20:56","market":"us","language":"en","title":"NIO: Growth Disappointment Continues","url":"https://stock-news.laohu8.com/highlight/detail?id=1199069298","media":"Seeking Alpha","summary":"SummaryNIO's Q3 deliveries fall below guidance midpoint.Despite new models, September barely showed ","content":"<html><head></head><body><p><b>Summary</b></p><ul><li>NIO&#39;s Q3 deliveries fall below guidance midpoint.</li><li>Despite new models, September barely showed any growth.</li><li>Analyst estimates for NIO stock continue to decline.</li></ul><p>Over the last year, one of the companies I&#39;ve been most frustrated with is NIO (NYSE:NIO). The Chinese electric vehicle maker has seemingly had an issue every quarter that has significantly impacted its growth plans, at a time when the EV market is increasing rapidly. Over the weekend, the company released its Q3 delivery results, with the result being another round of disappointment.</p><p>For the quarter, NIO delivered 31,607 vehicles, representing growth of nearly 30% year over year. While that is a quarterly record and seems like solid growth, it was only about three weeks before the quarter&#39;s end that the company reported its Q2 results. At that time, management was calling for 31,000 to 33,000 deliveries, so the actual Q3 number fell more than a bit short of the midpoint of that range.</p><p>With July and August numbers already known when Q2 results were reported, September&#39;s 10,878 deliveries thus fell short of the month&#39;s guidance as well. This is extremely disappointing because it represents just 2.4% growth over September 2021. This is despite two new models, although one of which only recently started deliveries, but also the fact that we are more than 18 months removed from an agreement for its partner facility to double production capacity to 20,000 units a month. NIO is also building out its own factory that&#39;s supposed to reach volume production in the next couple of months. It certainly will need to get production going quickly to compete with the likes of BYD (OTCPK: BYDDY) and Tesla (TSLA), the latter of which is producing over 2,000 vehicles a day at its Shanghai factory alone.</p><p>About two months ago, I covered what I considered to be NIO&#39;sfirst disappointment during Q3 with its July delivery results. At that time, and for most of the summer, street analysts were looking for the company to report almost $6 billion in revenues in the second half of this year. Since then, estimates have been cut almost continuously, going into this weekend&#39;s news at just over $5 billion. With NIO missing the midpoint of guidance, we could see more estimate cuts, and it doesn&#39;t help that the US dollar has surged against the Yuan as seen below. That will pressure revenues when translated into US dollars at the Q3 earnings report.</p><p><img src=\"https://static.tigerbbs.com/a46667704eb73714c5bf89019d8d8186\" tg-width=\"640\" tg-height=\"207\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>Dollar / Yuan Year To Date (CNBC)</p><p>Interestingly enough, September wasn&#39;t even NIO&#39;s best month for total deliveries. It actually tied for second with November of 2021, despite that month having fewer models for sale and the fact that the partner facility has been upgraded since. As a reminder, the company&#39;s goal was to deliver 100,000 vehicles in the second half of this year, which is going to require very significant improvement in Q4. NIO hasn&#39;t topped 13,000 deliveries in any month of its history so far, but one would figure it will certainly have to do that during each month this quarter (and be well above that level in November and December) to have any real shot at the second half goal.</p><p>When looking at NIO shares, they&#39;ve been dragged down with the overall market recently. As the chart below shows, it has not been a great year for the stock, which is only a few dollars away from its 52-week low. At the moment, both the 50-day moving average (purple line) and 200-day (orange line) are on the decline, which could provide resistance on any move higher. Since my previous article, the average street price target has come down by about $3, now sitting just above $30. While that certainly implies significant upside from here, just remember that the street&#39;s average valuation entering this year was $60, and we know how that&#39;s turned out.</p><p><img src=\"https://static.tigerbbs.com/885ff1ad4792b5319c2cd64a9be84434\" tg-width=\"640\" tg-height=\"272\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>Nio 2022 Performance (Yahoo Finance)</p><p>In the end, September&#39;s delivery result was another disappointment for NIO investors. Despite giving guidance with only about 3 weeks to go in the quarter, the company didn&#39;t even hit the midpoint of its delivery range. Year-over-year growth for the month was minimal, despite new models and supposed production ramps. Barring much better execution rather soon, NIO looks like it will miss its back half of the year growth target, perhaps by a significant margin. With analyst estimates likely to continue a bit lower, it&#39;s hard to see this stock moving much higher until this growth story finally materializes, unless the name is dragged higher if the equity market soars.</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>NIO: Growth Disappointment Continues</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: Growth Disappointment Continues\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-10-03 20:56 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4544330-nio-growth-disappointment-continues><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryNIO's Q3 deliveries fall below guidance midpoint.Despite new models, September barely showed any growth.Analyst estimates for NIO stock continue to decline.Over the last year, one of the ...</p>\n\n<a href=\"https://seekingalpha.com/article/4544330-nio-growth-disappointment-continues\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"09866":"蔚来-SW","NIO.SI":"蔚来","NIO":"蔚来"},"source_url":"https://seekingalpha.com/article/4544330-nio-growth-disappointment-continues","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1199069298","content_text":"SummaryNIO's Q3 deliveries fall below guidance midpoint.Despite new models, September barely showed any growth.Analyst estimates for NIO stock continue to decline.Over the last year, one of the companies I've been most frustrated with is NIO (NYSE:NIO). The Chinese electric vehicle maker has seemingly had an issue every quarter that has significantly impacted its growth plans, at a time when the EV market is increasing rapidly. Over the weekend, the company released its Q3 delivery results, with the result being another round of disappointment.For the quarter, NIO delivered 31,607 vehicles, representing growth of nearly 30% year over year. While that is a quarterly record and seems like solid growth, it was only about three weeks before the quarter's end that the company reported its Q2 results. At that time, management was calling for 31,000 to 33,000 deliveries, so the actual Q3 number fell more than a bit short of the midpoint of that range.With July and August numbers already known when Q2 results were reported, September's 10,878 deliveries thus fell short of the month's guidance as well. This is extremely disappointing because it represents just 2.4% growth over September 2021. This is despite two new models, although one of which only recently started deliveries, but also the fact that we are more than 18 months removed from an agreement for its partner facility to double production capacity to 20,000 units a month. NIO is also building out its own factory that's supposed to reach volume production in the next couple of months. It certainly will need to get production going quickly to compete with the likes of BYD (OTCPK: BYDDY) and Tesla (TSLA), the latter of which is producing over 2,000 vehicles a day at its Shanghai factory alone.About two months ago, I covered what I considered to be NIO'sfirst disappointment during Q3 with its July delivery results. At that time, and for most of the summer, street analysts were looking for the company to report almost $6 billion in revenues in the second half of this year. Since then, estimates have been cut almost continuously, going into this weekend's news at just over $5 billion. With NIO missing the midpoint of guidance, we could see more estimate cuts, and it doesn't help that the US dollar has surged against the Yuan as seen below. That will pressure revenues when translated into US dollars at the Q3 earnings report.Dollar / Yuan Year To Date (CNBC)Interestingly enough, September wasn't even NIO's best month for total deliveries. It actually tied for second with November of 2021, despite that month having fewer models for sale and the fact that the partner facility has been upgraded since. As a reminder, the company's goal was to deliver 100,000 vehicles in the second half of this year, which is going to require very significant improvement in Q4. NIO hasn't topped 13,000 deliveries in any month of its history so far, but one would figure it will certainly have to do that during each month this quarter (and be well above that level in November and December) to have any real shot at the second half goal.When looking at NIO shares, they've been dragged down with the overall market recently. As the chart below shows, it has not been a great year for the stock, which is only a few dollars away from its 52-week low. At the moment, both the 50-day moving average (purple line) and 200-day (orange line) are on the decline, which could provide resistance on any move higher. Since my previous article, the average street price target has come down by about $3, now sitting just above $30. While that certainly implies significant upside from here, just remember that the street's average valuation entering this year was $60, and we know how that's turned out.Nio 2022 Performance (Yahoo Finance)In the end, September's delivery result was another disappointment for NIO investors. Despite giving guidance with only about 3 weeks to go in the quarter, the company didn't even hit the midpoint of its delivery range. Year-over-year growth for the month was minimal, despite new models and supposed production ramps. Barring much better execution rather soon, NIO looks like it will miss its back half of the year growth target, perhaps by a significant margin. With analyst estimates likely to continue a bit lower, it's hard to see this stock moving much higher until this growth story finally materializes, unless the name is dragged higher if the equity market soars.","news_type":1},"isVote":1,"tweetType":1,"viewCount":164,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}