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2022-11-14

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2 Leading Tech Stocks to Buy in 2022 and Beyond

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Shares have been pummeled as growth slows, interest rates rise, and earnings decline.</p><p>The earnings slump is mainly tied to the huge shift in consumer shopping behavior that caught many tech giants by surprise. But it doesn&#39;t seriously threaten the long-term growth outlook for the industry leaders.</p><p>With that in mind, let&#39;s look at two tech stocks that seem especially attractive for late 2022 and beyond. Read on for some good reasons to buy <a href=\"https://laohu8.com/S/ADBE\">Adobe</a> and <a href=\"https://laohu8.com/S/CHWY\">Chewy </a>.</p><h2>1. <a href=\"https://laohu8.com/S/ADBE\">Adobe</a></h2><p>As with many of its peers, Adobe&#39;s shares are trading near their 2022 lows as we approach the new year. But that pessimism seems overdone.</p><p>Sure, the digital content platform is seeing slower growth today compared with earlier phases of the pandemic. But sales in the most recent quarter ended Sept. 2 were up 13%, while revenue in the first three quarters of the year was up 12%.</p><p>The company remains a leader in the software-as-a-service niche, though. And demand for digital creative content will only rise over the long term. Adobe has a much wider platform reach today, too, thanks to its $20 billion acquisition of Figma.</p><p>Wall Street is worried that this purchase will pressure earnings in 2023. But smart investors can look beyond that challenge, along with other short-term issues like slowing economic growth. Adobe&#39;s leadership position makes it likely that it will generate market-beating returns once the current growth hangover passes and the economy rebounds. That&#39;s great news for patient investors, who today can buy the stock for 40% less than at the start of 2022.</p><h2>2. <a href=\"https://laohu8.com/S/CHWY\">Chewy</a></h2><p>The pet supply industry is famously recession resistant, but that&#39;s not the best reason to like Chewy stock today. The leading e-commerce specialist has already taken a big hit from pandemic-related shifts back toward normal shopping habits. Beyond that, pet adoption rates that soared during the pandemic have plunged compared with a year ago.</p><p>Yet Chewy still managed 13% sales growth in the most recent quarter, on top of huge gains a year earlier. And unlike most of its peers, profitability is rising, not falling. Chewy had no trouble passing along higher costs in the form of increased prices through the first half of 2022. Even as those prices rose, its subscription auto-ship business hit a record 73% of sales.</p><p>Despite those successes, and the fact that nondiscretionary pet purchases make up over 80% of Chewy&#39;s sales, Wall Street has pushed the stock down by about 30% this year. This decline has laid the groundwork for strong gains from here.</p><p>Its business took a big hit over the past six months as expenses rose and demand slowed. But Chewy still gained market share, increased sales and earnings, and added value to its selling platform.</p><p>Assuming the company maintains that positive momentum, this growth stock will likely deliver strong returns over time even if the next few quarters bring weaker consumer spending or a recession. Chewy looks like a winner for 2022 and beyond.</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>2 Leading Tech Stocks to Buy in 2022 and Beyond</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n2 Leading Tech Stocks to Buy in 2022 and Beyond\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-11-14 13:25 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2022/11/13/2-leading-tech-stocks-to-buy-in-2022-and-beyond/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Tech stock investors have had a brutal 2022 so far. Shares have been pummeled as growth slows, interest rates rise, and earnings decline.The earnings slump is mainly tied to the huge shift in consumer...</p>\n\n<a href=\"https://www.fool.com/investing/2022/11/13/2-leading-tech-stocks-to-buy-in-2022-and-beyond/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"ADBE":"Adobe","CHWY":"Chewy, Inc."},"source_url":"https://www.fool.com/investing/2022/11/13/2-leading-tech-stocks-to-buy-in-2022-and-beyond/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2283412515","content_text":"Tech stock investors have had a brutal 2022 so far. Shares have been pummeled as growth slows, interest rates rise, and earnings decline.The earnings slump is mainly tied to the huge shift in consumer shopping behavior that caught many tech giants by surprise. But it doesn't seriously threaten the long-term growth outlook for the industry leaders.With that in mind, let's look at two tech stocks that seem especially attractive for late 2022 and beyond. Read on for some good reasons to buy Adobe and Chewy .1. AdobeAs with many of its peers, Adobe's shares are trading near their 2022 lows as we approach the new year. But that pessimism seems overdone.Sure, the digital content platform is seeing slower growth today compared with earlier phases of the pandemic. But sales in the most recent quarter ended Sept. 2 were up 13%, while revenue in the first three quarters of the year was up 12%.The company remains a leader in the software-as-a-service niche, though. And demand for digital creative content will only rise over the long term. Adobe has a much wider platform reach today, too, thanks to its $20 billion acquisition of Figma.Wall Street is worried that this purchase will pressure earnings in 2023. But smart investors can look beyond that challenge, along with other short-term issues like slowing economic growth. Adobe's leadership position makes it likely that it will generate market-beating returns once the current growth hangover passes and the economy rebounds. That's great news for patient investors, who today can buy the stock for 40% less than at the start of 2022.2. ChewyThe pet supply industry is famously recession resistant, but that's not the best reason to like Chewy stock today. The leading e-commerce specialist has already taken a big hit from pandemic-related shifts back toward normal shopping habits. Beyond that, pet adoption rates that soared during the pandemic have plunged compared with a year ago.Yet Chewy still managed 13% sales growth in the most recent quarter, on top of huge gains a year earlier. And unlike most of its peers, profitability is rising, not falling. Chewy had no trouble passing along higher costs in the form of increased prices through the first half of 2022. Even as those prices rose, its subscription auto-ship business hit a record 73% of sales.Despite those successes, and the fact that nondiscretionary pet purchases make up over 80% of Chewy's sales, Wall Street has pushed the stock down by about 30% this year. This decline has laid the groundwork for strong gains from here.Its business took a big hit over the past six months as expenses rose and demand slowed. But Chewy still gained market share, increased sales and earnings, and added value to its selling platform.Assuming the company maintains that positive momentum, this growth stock will likely deliver strong returns over time even if the next few quarters bring weaker consumer spending or a recession. Chewy looks like a winner for 2022 and beyond.","news_type":1},"isVote":1,"tweetType":1,"viewCount":92,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9904545475,"gmtCreate":1660086676699,"gmtModify":1703477603676,"author":{"id":"3561335246727315","authorId":"3561335246727315","name":"Chriz","avatar":"https://static.tigerbbs.com/8c393b32112334e204b0590fb83bbc7d","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9904545475","repostId":"2258234894","repostType":4,"repost":{"id":"2258234894","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":1660085750,"share":"https://www.laohu8.com/m/news/2258234894?lang=&edition=full","pubTime":"2022-08-10 06:55","market":"us","language":"en","title":"US STOCKS-Nasdaq Closes Lower As Chipmaker Micron's Warning Renews Tech Rout","url":"https://stock-news.laohu8.com/highlight/detail?id=2258234894","media":"Reuters","summary":"* Micron falls on lowered revenue forecast* Semiconductor stocks drop for third session* Novavax tum","content":"<html><head></head><body><p>* Micron falls on lowered revenue forecast</p><p>* Semiconductor stocks drop for third session</p><p>* Novavax tumbles after cutting revenue view by half</p><p>NEW YORK, Aug 9 (Reuters) - The Nasdaq closed down on Tuesday after a dismal forecast from Micron Technology pulled chip makers and tech stocks lower as investors await U.S. inflation data that could lead the Federal Reserve to further tighten its efforts to curb inflation.</p><p>High inflation numbers on Wednesday, following last week&#39;s blowout jobs report, would likely stop the Fed from easing interest rates hikes anytime soon and halt the market&#39;s rally off mid-June lows.</p><p>Traders see a 68.5% chance of the Fed raising rates by 75 basis points in September, in what would be its third big hike in a row.</p><p>Adding to concerns of a tight labor market and runaway inflation, data on Tuesday showed an acceleration of unit labor costs in the second quarter, which suggested strong wage pressures will help keep inflation elevated.</p><p>Unit labor costs - the price of labor per single unit of output - rose at a 10.8% rate, following a 12.7% rate of growth in the first quarter, the Labor Department said.</p><p>&#34;We&#39;re still seeing wage pressure building, using last Friday&#39;s job data as a gauge,&#34; said Jimmy Chang, chief investment officer at Rockefeller Global Family Office.</p><p>Chang remains cautious about the market&#39;s outlook. &#34;I don&#39;t think it&#39;s going to be a set of numbers that will change the Fed’s policy course,&#34; he said.</p><p>Inflation at the moment is primarily supply driven, so the traditional central bank playbook of tightening rates to crimp demand will not be as effective as previous cycles, said Jean Boivin, head of the BlackRock Investment Institute.</p><p>&#34;We&#39;re going to see central banks being surprised by inflation. They will have to sound hawkish on the back of this,&#34; Boivin told the Reuters Global Markets Forum.</p><p>The Dow Jones Industrial Average fell 58.13 points, or 0.18%, to 32,774.41, while the S&amp;P 500 lost 17.59 points, or 0.42%, to 4,122.47 and the Nasdaq Composite dropped 150.53 points, or 1.19%, to 12,493.93.</p><p>Volume on U.S. exchanges was 10.64 billion shares, compared with the 10.94 billion average for the full session over the past 20 trading days.</p><p>Seven of the 11 major S&amp;P 500 sectors fell, led by a 1.5%decline in consumer discretionary. Value stocks closed flat, while the growth index slid 0.8%.</p><p>The jobs data from last Friday eroded some of the bullish arguments that the Fed would &#34;pivot&#34; to a neutral policy stance, followed by rate cuts early next year, Chang said.</p><p>&#34;You have some strategists and technicians capitulating, saying the bottom is behind us, this is a new bull market now,&#34; he said. &#34;Typically in a bear market, a summer rally is not unusual.&#34;</p><p>Micron Technology Inc slid 3.7% after the memory-chipmaker cut its current-quarter revenue forecast and warned of negative free cash flow in its next quarter as demand wanes for chips in PCs and smartphones.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/14cee5879df322ebd29570f23135aceb\" tg-width=\"704\" tg-height=\"530\" width=\"100%\" height=\"auto\"/><span>YTD performance</span></p><p>Micron&#39;s dismal forecast, a day after Nvidia Corp warned of weakness in its gaming business, knocked the Philadelphia Semiconductor index down 4.57%, its biggest single-day decline since June 16 as all 30 components fell. The index has lost 7% the past three days.</p><p>President Joe Biden signed a sweeping bill to provide $52.7 billion in subsidies for U.S. semiconductor production and research, a measure that gained bipartisan support to combat China&#39;s investment in technology.</p><p>&#34;It&#39;s utterly discounted,&#34; said Michael Shaoul, chief executive officer at Marketfield, on why chip stocks were unfazed by the bill.</p><p>Rate-sensitive growth and technology stocks slipped as U.S. Treasury yields climbed.</p><p>Despite a choppy recovery, the benchmark S&amp;P 500 is down 13.5% this year after hitting a record high in early January as surging consumer prices, hawkish central banks and geopolitical tensions weigh.</p><p>Stronger-than-expected earnings from corporate America have been a positive, with 77.5% of S&amp;P 500 companies beating earnings estimates, according to Refinitiv data as of Friday.</p><p>Occidental Petroleum rose 4.0% after Warren Buffett&#39;s Berkshire Hathaway increased its stake to 20.2% of outstanding shares. Occidental&#39;s shares have more than doubled in price this year.</p><p>U.S. vaccine maker Novavax slumped 29.6% after it halved its annual revenue forecast as it does not expect further sales of its COVID-19 shot this year in the United States amid a global supply glut and soft demand.</p><p>Declining issues outnumbered advancing ones on the NYSE by a 1.91-to-1 ratio; on Nasdaq, a 2.41-to-1 ratio favored decliners.</p><p>The S&amp;P 500 posted four new 52-week highs and 30 new lows; the Nasdaq Composite recorded 42 new highs and 66 new lows.</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>US STOCKS-Nasdaq Closes Lower As Chipmaker Micron's Warning Renews Tech Rout</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\">\nUS STOCKS-Nasdaq Closes Lower As Chipmaker Micron's Warning Renews Tech Rout\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1036604489\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/443ce19704621c837795676028cec868);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Reuters </p>\n<p class=\"h-time\">2022-08-10 06:55</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>* Micron falls on lowered revenue forecast</p><p>* Semiconductor stocks drop for third session</p><p>* Novavax tumbles after cutting revenue view by half</p><p>NEW YORK, Aug 9 (Reuters) - The Nasdaq closed down on Tuesday after a dismal forecast from Micron Technology pulled chip makers and tech stocks lower as investors await U.S. inflation data that could lead the Federal Reserve to further tighten its efforts to curb inflation.</p><p>High inflation numbers on Wednesday, following last week&#39;s blowout jobs report, would likely stop the Fed from easing interest rates hikes anytime soon and halt the market&#39;s rally off mid-June lows.</p><p>Traders see a 68.5% chance of the Fed raising rates by 75 basis points in September, in what would be its third big hike in a row.</p><p>Adding to concerns of a tight labor market and runaway inflation, data on Tuesday showed an acceleration of unit labor costs in the second quarter, which suggested strong wage pressures will help keep inflation elevated.</p><p>Unit labor costs - the price of labor per single unit of output - rose at a 10.8% rate, following a 12.7% rate of growth in the first quarter, the Labor Department said.</p><p>&#34;We&#39;re still seeing wage pressure building, using last Friday&#39;s job data as a gauge,&#34; said Jimmy Chang, chief investment officer at Rockefeller Global Family Office.</p><p>Chang remains cautious about the market&#39;s outlook. &#34;I don&#39;t think it&#39;s going to be a set of numbers that will change the Fed’s policy course,&#34; he said.</p><p>Inflation at the moment is primarily supply driven, so the traditional central bank playbook of tightening rates to crimp demand will not be as effective as previous cycles, said Jean Boivin, head of the BlackRock Investment Institute.</p><p>&#34;We&#39;re going to see central banks being surprised by inflation. They will have to sound hawkish on the back of this,&#34; Boivin told the Reuters Global Markets Forum.</p><p>The Dow Jones Industrial Average fell 58.13 points, or 0.18%, to 32,774.41, while the S&amp;P 500 lost 17.59 points, or 0.42%, to 4,122.47 and the Nasdaq Composite dropped 150.53 points, or 1.19%, to 12,493.93.</p><p>Volume on U.S. exchanges was 10.64 billion shares, compared with the 10.94 billion average for the full session over the past 20 trading days.</p><p>Seven of the 11 major S&amp;P 500 sectors fell, led by a 1.5%decline in consumer discretionary. Value stocks closed flat, while the growth index slid 0.8%.</p><p>The jobs data from last Friday eroded some of the bullish arguments that the Fed would &#34;pivot&#34; to a neutral policy stance, followed by rate cuts early next year, Chang said.</p><p>&#34;You have some strategists and technicians capitulating, saying the bottom is behind us, this is a new bull market now,&#34; he said. &#34;Typically in a bear market, a summer rally is not unusual.&#34;</p><p>Micron Technology Inc slid 3.7% after the memory-chipmaker cut its current-quarter revenue forecast and warned of negative free cash flow in its next quarter as demand wanes for chips in PCs and smartphones.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/14cee5879df322ebd29570f23135aceb\" tg-width=\"704\" tg-height=\"530\" width=\"100%\" height=\"auto\"/><span>YTD performance</span></p><p>Micron&#39;s dismal forecast, a day after Nvidia Corp warned of weakness in its gaming business, knocked the Philadelphia Semiconductor index down 4.57%, its biggest single-day decline since June 16 as all 30 components fell. The index has lost 7% the past three days.</p><p>President Joe Biden signed a sweeping bill to provide $52.7 billion in subsidies for U.S. semiconductor production and research, a measure that gained bipartisan support to combat China&#39;s investment in technology.</p><p>&#34;It&#39;s utterly discounted,&#34; said Michael Shaoul, chief executive officer at Marketfield, on why chip stocks were unfazed by the bill.</p><p>Rate-sensitive growth and technology stocks slipped as U.S. Treasury yields climbed.</p><p>Despite a choppy recovery, the benchmark S&amp;P 500 is down 13.5% this year after hitting a record high in early January as surging consumer prices, hawkish central banks and geopolitical tensions weigh.</p><p>Stronger-than-expected earnings from corporate America have been a positive, with 77.5% of S&amp;P 500 companies beating earnings estimates, according to Refinitiv data as of Friday.</p><p>Occidental Petroleum rose 4.0% after Warren Buffett&#39;s Berkshire Hathaway increased its stake to 20.2% of outstanding shares. Occidental&#39;s shares have more than doubled in price this year.</p><p>U.S. vaccine maker Novavax slumped 29.6% after it halved its annual revenue forecast as it does not expect further sales of its COVID-19 shot this year in the United States amid a global supply glut and soft demand.</p><p>Declining issues outnumbered advancing ones on the NYSE by a 1.91-to-1 ratio; on Nasdaq, a 2.41-to-1 ratio favored decliners.</p><p>The S&amp;P 500 posted four new 52-week highs and 30 new lows; the Nasdaq Composite recorded 42 new highs and 66 new lows.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"513500":"标普500ETF","DXD":"道指两倍做空ETF","MU":"美光科技","SH":"标普500反向ETF",".DJI":"道琼斯","SSO":"两倍做多标普500ETF","BK4581":"高盛持仓",".IXIC":"NASDAQ Composite","BK4176":"多领域控股",".SPX":"S&P 500 Index","OEX":"标普100","SPXU":"三倍做空标普500ETF","IVV":"标普500指数ETF","OEF":"标普100指数ETF-iShares","BK4534":"瑞士信贷持仓","BK4139":"生物科技","BK4533":"AQR资本管理(全球第二大对冲基金)","BRK.B":"伯克希尔B","SPY":"标普500ETF","DJX":"1/100道琼斯","BK4559":"巴菲特持仓","UDOW":"道指三倍做多ETF-ProShares","UPRO":"三倍做多标普500ETF","BK4568":"美国抗疫概念","BK4550":"红杉资本持仓","DDM":"道指两倍做多ETF","NVAX":"诺瓦瓦克斯医药","SDOW":"道指三倍做空ETF-ProShares","DOG":"道指反向ETF","SDS":"两倍做空标普500ETF","BK4504":"桥水持仓"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2258234894","content_text":"* Micron falls on lowered revenue forecast* Semiconductor stocks drop for third session* Novavax tumbles after cutting revenue view by halfNEW YORK, Aug 9 (Reuters) - The Nasdaq closed down on Tuesday after a dismal forecast from Micron Technology pulled chip makers and tech stocks lower as investors await U.S. inflation data that could lead the Federal Reserve to further tighten its efforts to curb inflation.High inflation numbers on Wednesday, following last week's blowout jobs report, would likely stop the Fed from easing interest rates hikes anytime soon and halt the market's rally off mid-June lows.Traders see a 68.5% chance of the Fed raising rates by 75 basis points in September, in what would be its third big hike in a row.Adding to concerns of a tight labor market and runaway inflation, data on Tuesday showed an acceleration of unit labor costs in the second quarter, which suggested strong wage pressures will help keep inflation elevated.Unit labor costs - the price of labor per single unit of output - rose at a 10.8% rate, following a 12.7% rate of growth in the first quarter, the Labor Department said.\"We're still seeing wage pressure building, using last Friday's job data as a gauge,\" said Jimmy Chang, chief investment officer at Rockefeller Global Family Office.Chang remains cautious about the market's outlook. \"I don't think it's going to be a set of numbers that will change the Fed’s policy course,\" he said.Inflation at the moment is primarily supply driven, so the traditional central bank playbook of tightening rates to crimp demand will not be as effective as previous cycles, said Jean Boivin, head of the BlackRock Investment Institute.\"We're going to see central banks being surprised by inflation. They will have to sound hawkish on the back of this,\" Boivin told the Reuters Global Markets Forum.The Dow Jones Industrial Average fell 58.13 points, or 0.18%, to 32,774.41, while the S&P 500 lost 17.59 points, or 0.42%, to 4,122.47 and the Nasdaq Composite dropped 150.53 points, or 1.19%, to 12,493.93.Volume on U.S. exchanges was 10.64 billion shares, compared with the 10.94 billion average for the full session over the past 20 trading days.Seven of the 11 major S&P 500 sectors fell, led by a 1.5%decline in consumer discretionary. Value stocks closed flat, while the growth index slid 0.8%.The jobs data from last Friday eroded some of the bullish arguments that the Fed would \"pivot\" to a neutral policy stance, followed by rate cuts early next year, Chang said.\"You have some strategists and technicians capitulating, saying the bottom is behind us, this is a new bull market now,\" he said. \"Typically in a bear market, a summer rally is not unusual.\"Micron Technology Inc slid 3.7% after the memory-chipmaker cut its current-quarter revenue forecast and warned of negative free cash flow in its next quarter as demand wanes for chips in PCs and smartphones.YTD performanceMicron's dismal forecast, a day after Nvidia Corp warned of weakness in its gaming business, knocked the Philadelphia Semiconductor index down 4.57%, its biggest single-day decline since June 16 as all 30 components fell. The index has lost 7% the past three days.President Joe Biden signed a sweeping bill to provide $52.7 billion in subsidies for U.S. semiconductor production and research, a measure that gained bipartisan support to combat China's investment in technology.\"It's utterly discounted,\" said Michael Shaoul, chief executive officer at Marketfield, on why chip stocks were unfazed by the bill.Rate-sensitive growth and technology stocks slipped as U.S. Treasury yields climbed.Despite a choppy recovery, the benchmark S&P 500 is down 13.5% this year after hitting a record high in early January as surging consumer prices, hawkish central banks and geopolitical tensions weigh.Stronger-than-expected earnings from corporate America have been a positive, with 77.5% of S&P 500 companies beating earnings estimates, according to Refinitiv data as of Friday.Occidental Petroleum rose 4.0% after Warren Buffett's Berkshire Hathaway increased its stake to 20.2% of outstanding shares. Occidental's shares have more than doubled in price this year.U.S. vaccine maker Novavax slumped 29.6% after it halved its annual revenue forecast as it does not expect further sales of its COVID-19 shot this year in the United States amid a global supply glut and soft demand.Declining issues outnumbered advancing ones on the NYSE by a 1.91-to-1 ratio; on Nasdaq, a 2.41-to-1 ratio favored decliners.The S&P 500 posted four new 52-week highs and 30 new lows; the Nasdaq Composite recorded 42 new highs and 66 new lows.","news_type":1},"isVote":1,"tweetType":1,"viewCount":61,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9904187829,"gmtCreate":1660009950864,"gmtModify":1703476886712,"author":{"id":"3561335246727315","authorId":"3561335246727315","name":"Chriz","avatar":"https://static.tigerbbs.com/8c393b32112334e204b0590fb83bbc7d","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9904187829","repostId":"2258244576","repostType":4,"repost":{"id":"2258244576","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":1660003049,"share":"https://www.laohu8.com/m/news/2258244576?lang=&edition=full","pubTime":"2022-08-09 07:57","market":"us","language":"en","title":"US STOCKS-Wall Street Closes Little Changed on Fed Policy Fears","url":"https://stock-news.laohu8.com/highlight/detail?id=2258244576","media":"Reuters","summary":"* Auto stocks up on Senate approval of bill with EV funding* Nvidia slides as slump in gaming demand","content":"<html><head></head><body><p>* Auto stocks up on Senate approval of bill with EV funding</p><p>* Nvidia slides as slump in gaming demand hits Q2 revenue</p><p>* Dow closes up 0.09%, Nasdaq down 0.1%, S&amp;P 500 0.12%</p><p>Aug 8 (Reuters) - Wall Street closed mostly flat on Monday after blockbuster jobs data last week reinforced expectations the Federal Reserve will crack down on inflation, while a revenue warning from chipmaker Nvidia reminded investors of a slowing U.S. economy.</p><p>Stocks retreated from earlier highs as last week&#39;s blowout labor market report was initially seen as a sign the economy could withstand aggressive interest rate hikes by the Fed to tame inflation running at four-decade highs.</p><p>Investors now await consumer price data on Wednesday to gauge whether the Fed might ease a bit in its inflation fight and provide better footing for the economy to grow.</p><p>&#34;The CPI data will help to confirm if the Fed&#39;s tightening efforts have been successful in starting to tame inflation or if continued Fed tightening is needed,&#34; said Robert Schein, chief investment officer at Blanke Schein Wealth Management.</p><p>The Dow Jones Industrial Average    rose 29.07 points, or 0.09%, to 32,832.54, while the S&amp;P 500    lost 5.13 points, or 0.12%, to 4,140.06 and the Nasdaq Composite    dropped 13.10 points, or 0.1%, to 12,644.46.</p><p>Volume on U.S. exchanges was 11.01 billion shares.</p><p>The S&amp;P 500 has bounced back 14% from mid-June lows. But signs of inflation running too hot could cement the Fed&#39;s case for aggressive monetary policy tightening.</p><p>Anthony Saglimbene, chief market strategist at Ameriprise in Troy, Michigan, said the market was due to pull back at some point as traders test the recent rebound.</p><p>&#34;Maybe we can get a little bit higher by year end, but that&#39;s if everything lines up perfectly,&#34; he said, adding that the University of Michigan&#39;s preliminary consumer sentiment survey for August on Friday also will be closely watched.</p><p>&#34;That&#39;s the tug of war between these data sets that tell the story about, &#39;Hey, are we going to turn into a recession or avoid <a href=\"https://laohu8.com/S/AONE.U\">one</a>?&#39;&#34;</p><p>U.S. rate futures have priced in a 67.5% chance of a 75-basis-point hike at the Fed&#39;s next meeting in September, up from about 41% before the labor market data beat market expectations.</p><p>The information technology sector fell 0.9% as chipmaker Nvidia Corp slid 6.3% after the company said it expects second-quarter revenue to decline 19% from the prior quarter to about $6.7 billion, due to weakness in gaming.</p><p>The Philadelphia SE Semiconductor index slid 1.6%, while value stocks rose 0.1% to outpace a 0.4% drop in growth.</p><p>Tesla    rose 0.8% as the U.S. electric-car maker signed contracts worth about $5 billion to buy battery materials from nickel processing companies in Indonesia, according to a CNBC report.</p><p>Shares of U.S. automakers jumped after the U.S. Senate on Sunday passed a $430 billion bill to fight climate change that created a $4,000 tax credit for used electric vehicles and provides billions in funding for their production.</p><p>Rivian Automotive Inc rose 6.78%, Ford Motor Co gained 3.14%, General Motors Co added 4.16% and Lordstown Motors Corp advanced 3.17%.</p><p>Signify Health Inc shot up 11.0% on a media report that CVS Health Corp was looking to buy the health technology company.</p><p>Palantir Technologies Inc dropped 14.2% after the data analytics software company lowered its annual revenue forecast as the timing of some large government contracts remained uncertain.</p><p>Tyson Foods Inc fell 8.4% after missing quarterly profit expectations.</p><p>Advancing issues outnumbered declining ones on the NYSE by a 2.28-to-1 ratio; on Nasdaq, a 1.67-to-1 ratio favored advancers.</p><p>The S&amp;P 500 posted eight new 52-week highs and 29 new lows; the Nasdaq Composite recorded 104 new highs and 27 new lows.</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>US STOCKS-Wall Street Closes Little Changed on Fed Policy Fears</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\">\nUS STOCKS-Wall Street Closes Little Changed on Fed Policy Fears\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1036604489\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/443ce19704621c837795676028cec868);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Reuters </p>\n<p class=\"h-time\">2022-08-09 07:57</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>* Auto stocks up on Senate approval of bill with EV funding</p><p>* Nvidia slides as slump in gaming demand hits Q2 revenue</p><p>* Dow closes up 0.09%, Nasdaq down 0.1%, S&amp;P 500 0.12%</p><p>Aug 8 (Reuters) - Wall Street closed mostly flat on Monday after blockbuster jobs data last week reinforced expectations the Federal Reserve will crack down on inflation, while a revenue warning from chipmaker Nvidia reminded investors of a slowing U.S. economy.</p><p>Stocks retreated from earlier highs as last week&#39;s blowout labor market report was initially seen as a sign the economy could withstand aggressive interest rate hikes by the Fed to tame inflation running at four-decade highs.</p><p>Investors now await consumer price data on Wednesday to gauge whether the Fed might ease a bit in its inflation fight and provide better footing for the economy to grow.</p><p>&#34;The CPI data will help to confirm if the Fed&#39;s tightening efforts have been successful in starting to tame inflation or if continued Fed tightening is needed,&#34; said Robert Schein, chief investment officer at Blanke Schein Wealth Management.</p><p>The Dow Jones Industrial Average    rose 29.07 points, or 0.09%, to 32,832.54, while the S&amp;P 500    lost 5.13 points, or 0.12%, to 4,140.06 and the Nasdaq Composite    dropped 13.10 points, or 0.1%, to 12,644.46.</p><p>Volume on U.S. exchanges was 11.01 billion shares.</p><p>The S&amp;P 500 has bounced back 14% from mid-June lows. But signs of inflation running too hot could cement the Fed&#39;s case for aggressive monetary policy tightening.</p><p>Anthony Saglimbene, chief market strategist at Ameriprise in Troy, Michigan, said the market was due to pull back at some point as traders test the recent rebound.</p><p>&#34;Maybe we can get a little bit higher by year end, but that&#39;s if everything lines up perfectly,&#34; he said, adding that the University of Michigan&#39;s preliminary consumer sentiment survey for August on Friday also will be closely watched.</p><p>&#34;That&#39;s the tug of war between these data sets that tell the story about, &#39;Hey, are we going to turn into a recession or avoid <a href=\"https://laohu8.com/S/AONE.U\">one</a>?&#39;&#34;</p><p>U.S. rate futures have priced in a 67.5% chance of a 75-basis-point hike at the Fed&#39;s next meeting in September, up from about 41% before the labor market data beat market expectations.</p><p>The information technology sector fell 0.9% as chipmaker Nvidia Corp slid 6.3% after the company said it expects second-quarter revenue to decline 19% from the prior quarter to about $6.7 billion, due to weakness in gaming.</p><p>The Philadelphia SE Semiconductor index slid 1.6%, while value stocks rose 0.1% to outpace a 0.4% drop in growth.</p><p>Tesla    rose 0.8% as the U.S. electric-car maker signed contracts worth about $5 billion to buy battery materials from nickel processing companies in Indonesia, according to a CNBC report.</p><p>Shares of U.S. automakers jumped after the U.S. Senate on Sunday passed a $430 billion bill to fight climate change that created a $4,000 tax credit for used electric vehicles and provides billions in funding for their production.</p><p>Rivian Automotive Inc rose 6.78%, Ford Motor Co gained 3.14%, General Motors Co added 4.16% and Lordstown Motors Corp advanced 3.17%.</p><p>Signify Health Inc shot up 11.0% on a media report that CVS Health Corp was looking to buy the health technology company.</p><p>Palantir Technologies Inc dropped 14.2% after the data analytics software company lowered its annual revenue forecast as the timing of some large government contracts remained uncertain.</p><p>Tyson Foods Inc fell 8.4% after missing quarterly profit expectations.</p><p>Advancing issues outnumbered declining ones on the NYSE by a 2.28-to-1 ratio; on Nasdaq, a 1.67-to-1 ratio favored advancers.</p><p>The S&amp;P 500 posted eight new 52-week highs and 29 new lows; the Nasdaq Composite recorded 104 new highs and 27 new lows.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4141":"半导体产品","BK4503":"景林资产持仓","BK4532":"文艺复兴科技持仓","BK4549":"软银资本持仓","BK4554":"元宇宙及AR概念","NVDA":"英伟达","BK4567":"ESG概念","BK4543":"AI","BK4529":"IDC概念","CGEM":"Cullinan Therapeutics","BK4579":"人工智能"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2258244576","content_text":"* Auto stocks up on Senate approval of bill with EV funding* Nvidia slides as slump in gaming demand hits Q2 revenue* Dow closes up 0.09%, Nasdaq down 0.1%, S&P 500 0.12%Aug 8 (Reuters) - Wall Street closed mostly flat on Monday after blockbuster jobs data last week reinforced expectations the Federal Reserve will crack down on inflation, while a revenue warning from chipmaker Nvidia reminded investors of a slowing U.S. economy.Stocks retreated from earlier highs as last week's blowout labor market report was initially seen as a sign the economy could withstand aggressive interest rate hikes by the Fed to tame inflation running at four-decade highs.Investors now await consumer price data on Wednesday to gauge whether the Fed might ease a bit in its inflation fight and provide better footing for the economy to grow.\"The CPI data will help to confirm if the Fed's tightening efforts have been successful in starting to tame inflation or if continued Fed tightening is needed,\" said Robert Schein, chief investment officer at Blanke Schein Wealth Management.The Dow Jones Industrial Average    rose 29.07 points, or 0.09%, to 32,832.54, while the S&P 500    lost 5.13 points, or 0.12%, to 4,140.06 and the Nasdaq Composite    dropped 13.10 points, or 0.1%, to 12,644.46.Volume on U.S. exchanges was 11.01 billion shares.The S&P 500 has bounced back 14% from mid-June lows. But signs of inflation running too hot could cement the Fed's case for aggressive monetary policy tightening.Anthony Saglimbene, chief market strategist at Ameriprise in Troy, Michigan, said the market was due to pull back at some point as traders test the recent rebound.\"Maybe we can get a little bit higher by year end, but that's if everything lines up perfectly,\" he said, adding that the University of Michigan's preliminary consumer sentiment survey for August on Friday also will be closely watched.\"That's the tug of war between these data sets that tell the story about, 'Hey, are we going to turn into a recession or avoid one?'\"U.S. rate futures have priced in a 67.5% chance of a 75-basis-point hike at the Fed's next meeting in September, up from about 41% before the labor market data beat market expectations.The information technology sector fell 0.9% as chipmaker Nvidia Corp slid 6.3% after the company said it expects second-quarter revenue to decline 19% from the prior quarter to about $6.7 billion, due to weakness in gaming.The Philadelphia SE Semiconductor index slid 1.6%, while value stocks rose 0.1% to outpace a 0.4% drop in growth.Tesla    rose 0.8% as the U.S. electric-car maker signed contracts worth about $5 billion to buy battery materials from nickel processing companies in Indonesia, according to a CNBC report.Shares of U.S. automakers jumped after the U.S. Senate on Sunday passed a $430 billion bill to fight climate change that created a $4,000 tax credit for used electric vehicles and provides billions in funding for their production.Rivian Automotive Inc rose 6.78%, Ford Motor Co gained 3.14%, General Motors Co added 4.16% and Lordstown Motors Corp advanced 3.17%.Signify Health Inc shot up 11.0% on a media report that CVS Health Corp was looking to buy the health technology company.Palantir Technologies Inc dropped 14.2% after the data analytics software company lowered its annual revenue forecast as the timing of some large government contracts remained uncertain.Tyson Foods Inc fell 8.4% after missing quarterly profit expectations.Advancing issues outnumbered declining ones on the NYSE by a 2.28-to-1 ratio; on Nasdaq, a 1.67-to-1 ratio favored advancers.The S&P 500 posted eight new 52-week highs and 29 new lows; the Nasdaq Composite recorded 104 new highs and 27 new lows.","news_type":1},"isVote":1,"tweetType":1,"viewCount":113,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9905278062,"gmtCreate":1659914379558,"gmtModify":1703767506123,"author":{"id":"3561335246727315","authorId":"3561335246727315","name":"Chriz","avatar":"https://static.tigerbbs.com/8c393b32112334e204b0590fb83bbc7d","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"Like","listText":"Like","text":"Like","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9905278062","repostId":"2257743302","repostType":4,"repost":{"id":"2257743302","pubTimestamp":1659913279,"share":"https://www.laohu8.com/m/news/2257743302?lang=&edition=full","pubTime":"2022-08-08 07:01","market":"us","language":"en","title":"Palantir, Disney, Coinbase, BioNTech, Rivian, and Other Stocks for Investors to Watch This Week","url":"https://stock-news.laohu8.com/highlight/detail?id=2257743302","media":"barrons","summary":"Second-quarter earnings season continues this week, while a pair of July inflation figures and consu","content":"<html><head></head><body><p>Second-quarter earnings season continues this week, while a pair of July inflation figures and consumer sentiment surveys will be the highlights on the economic-data calendar.</p><p>On Monday, Palantir, Tyson Foods, BioNTech, AIG, and <a href=\"https://laohu8.com/S/TTWO\">Take-Two Interactive Software</a> will report. Coinbase Global, Norwegian Cruise Line Holdings, Sysco, and Ralph Lauren go on Tuesday, followed by Walt Disney and Fox Corp on Wednesday. Cardinal Health, Rivian Automotive, and <a href=\"https://laohu8.com/S/ILMN\">Illumina</a> report on Thursday, then Broadridge Financial Solutions closes the week on Friday.</p><p><img src=\"https://static.tigerbbs.com/d7365de7079bf0cabc8bf5ebaba40021\" tg-width=\"2044\" tg-height=\"1448\" referrerpolicy=\"no-referrer\"/></p><p>Economic data out this week will include the Bureau of Labor Statistics&#39; Consumer Price Index for July on Wednesday. Economists are expecting a 0.2% rise in the headline index and a 0.5% increase in the core CPI last month. On Thursday, the BLS will report the Producer Price Index for July. That&#39;s forecasted to have risen 0.3% at the index level and 0.4% for the core.</p><p>On Tuesday, the National Federation of Independent Business will release the Small Business Optimism Index for July, then the University of Michigan reports the August Consumer Sentiment Index on Friday. Both surveys have shown declining optimism in recent months.</p><p><b>Monday 8/8</b></p><p>Palantir, American International Group, Barrick Gold, BioNTech, Dominion Energy, International Flavors &amp; Fragrances, Take-<a href=\"https://laohu8.com/S/TWOA.U\">Two</a> Interactive Software, and Tyson Foods report earnings.</p><p><b>Tuesday 8/9</b></p><p>Coinbase Global, Emerson Electric, Norwegian Cruise Line Holdings, Ralph Lauren, Sysco, <a href=\"https://laohu8.com/S/TDG\">TransDigm</a> Group, and <a href=\"https://laohu8.com/S/WELL\">Welltower</a> announce quarterly results.</p><p>Nielsen Holdings convenes a special shareholder meeting to seek approval to be acquired by a private-equity consortium led by Elliott Investment Management. The proposed deal values the TV-ratings firm at $16 billion, including debt.</p><p>The National Federation of Independent Business releases its Small Business Optimism Index for July. Consensus estimate is for a 89 reading, slightly less than June&#39;s 89.5, which is the lowest reading since early 2013. Small-business owners expecting better business conditions over the next six months were at a net negative 61% in June, the lowest level recorded in the 48-year history of the survey.</p><p>The Bureau of Labor Statistics reports preliminary employee compensation and productivity data for the second quarter. Unit labor costs are expected to increase at a seasonally adjusted annual rate of 6.7%, while productivity is seen declining 4.1%. This compares with a 12.6% jump and 7.3% decrease, respectively, in the first quarter.</p><p><b>Wednesday 8/10</b></p><p>Walt Disney releases fiscal-third quarter 2022 results.</p><p>The BLS releases the consumer price index for July. Economists forecast a 8.7% year-over-year rise, compared with a 9.1% jump in June. The core CPI, which excludes volatile food and energy prices, is seen increasing 6.1%, versus a 5.9% gain previously. The 9.1% reading was the highest since 1981, while the core CPI is off slightly from the recent peak of 6.5% in March. The S&amp;P 500 index jumped 9.1% in July, its best month since November 2020, in anticipation of a less hawkish Federal Reserve on the assumption that inflation has peaked.</p><p><b>Thursday 8/11</b></p><p>The BLS releases the producer price index for July. Consensus estimate is for a 10.4% year-over-year increase, less than June&#39;s 11.3%. The core PPI, which excludes food and energy prices, is expected to rise 7.7%, down from 8.2%.</p><p>Brookfield Asset Management, Cardinal Health, Illumina, ResMed, and Rivian Automotive hold conference calls to discuss quarterly results.</p><p><b>Friday 8/12</b></p><p>Broadridge Financial Solutions reports earnings.</p><p>The University of Michigan releases its Consumer Sentiment Index for August. The consensus call is for a 53 reading, slightly more than July&#39;s 51.5. The index is near its record low, as inflation remains top of mind for consumers.</p></body></html>","source":"lsy1601382232898","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Palantir, Disney, Coinbase, BioNTech, Rivian, and Other Stocks for Investors to Watch This Week</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; 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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\">\nPalantir, Disney, Coinbase, BioNTech, Rivian, and Other Stocks for Investors to Watch This Week\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-08-08 07:01 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.barrons.com/articles/disney-coinbase-biontech-rivian-and-other-stocks-for-investors-to-watch-this-week-51659898822?mod=hp_LATEST><strong>barrons</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Second-quarter earnings season continues this week, while a pair of July inflation figures and consumer sentiment surveys will be the highlights on the economic-data calendar.On Monday, Palantir, ...</p>\n\n<a href=\"https://www.barrons.com/articles/disney-coinbase-biontech-rivian-and-other-stocks-for-investors-to-watch-this-week-51659898822?mod=hp_LATEST\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NVAX":"诺瓦瓦克斯医药","INO":"伊诺维奥制药","NCLH":"挪威邮轮","BR":"Broadridge金融解决方案","SAVE":"Spirit Airlines","SYY":"西思科公司","RIVN":"Rivian Automotive, Inc.","RBLX":"Roblox Corporation","APP":"AppLovin Corporation","DIS":"迪士尼","ILMN":"Illumina","U":"Unity Software Inc.","COIN":"Coinbase Global, Inc.","ISBC":"投资者银行","GOOS":"加拿大鹅","BNTX":"BioNTech SE",".DJI":"道琼斯",".IXIC":"NASDAQ Composite","TTWO":"Take-Two Interactive Software",".SPX":"S&P 500 Index","TSN":"泰森食品","JMIA":"Jumia Technologies AG","FOXA":"福克斯-A","UPST":"Upstart Holdings, Inc.","CPNG":"Coupang, Inc.","PLTR":"Palantir Technologies Inc.","CAH":"卡地纳健康"},"source_url":"https://www.barrons.com/articles/disney-coinbase-biontech-rivian-and-other-stocks-for-investors-to-watch-this-week-51659898822?mod=hp_LATEST","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2257743302","content_text":"Second-quarter earnings season continues this week, while a pair of July inflation figures and consumer sentiment surveys will be the highlights on the economic-data calendar.On Monday, Palantir, Tyson Foods, BioNTech, AIG, and Take-Two Interactive Software will report. Coinbase Global, Norwegian Cruise Line Holdings, Sysco, and Ralph Lauren go on Tuesday, followed by Walt Disney and Fox Corp on Wednesday. Cardinal Health, Rivian Automotive, and Illumina report on Thursday, then Broadridge Financial Solutions closes the week on Friday.Economic data out this week will include the Bureau of Labor Statistics' Consumer Price Index for July on Wednesday. Economists are expecting a 0.2% rise in the headline index and a 0.5% increase in the core CPI last month. On Thursday, the BLS will report the Producer Price Index for July. That's forecasted to have risen 0.3% at the index level and 0.4% for the core.On Tuesday, the National Federation of Independent Business will release the Small Business Optimism Index for July, then the University of Michigan reports the August Consumer Sentiment Index on Friday. Both surveys have shown declining optimism in recent months.Monday 8/8Palantir, American International Group, Barrick Gold, BioNTech, Dominion Energy, International Flavors & Fragrances, Take-Two Interactive Software, and Tyson Foods report earnings.Tuesday 8/9Coinbase Global, Emerson Electric, Norwegian Cruise Line Holdings, Ralph Lauren, Sysco, TransDigm Group, and Welltower announce quarterly results.Nielsen Holdings convenes a special shareholder meeting to seek approval to be acquired by a private-equity consortium led by Elliott Investment Management. The proposed deal values the TV-ratings firm at $16 billion, including debt.The National Federation of Independent Business releases its Small Business Optimism Index for July. Consensus estimate is for a 89 reading, slightly less than June's 89.5, which is the lowest reading since early 2013. Small-business owners expecting better business conditions over the next six months were at a net negative 61% in June, the lowest level recorded in the 48-year history of the survey.The Bureau of Labor Statistics reports preliminary employee compensation and productivity data for the second quarter. Unit labor costs are expected to increase at a seasonally adjusted annual rate of 6.7%, while productivity is seen declining 4.1%. This compares with a 12.6% jump and 7.3% decrease, respectively, in the first quarter.Wednesday 8/10Walt Disney releases fiscal-third quarter 2022 results.The BLS releases the consumer price index for July. Economists forecast a 8.7% year-over-year rise, compared with a 9.1% jump in June. The core CPI, which excludes volatile food and energy prices, is seen increasing 6.1%, versus a 5.9% gain previously. The 9.1% reading was the highest since 1981, while the core CPI is off slightly from the recent peak of 6.5% in March. The S&P 500 index jumped 9.1% in July, its best month since November 2020, in anticipation of a less hawkish Federal Reserve on the assumption that inflation has peaked.Thursday 8/11The BLS releases the producer price index for July. Consensus estimate is for a 10.4% year-over-year increase, less than June's 11.3%. The core PPI, which excludes food and energy prices, is expected to rise 7.7%, down from 8.2%.Brookfield Asset Management, Cardinal Health, Illumina, ResMed, and Rivian Automotive hold conference calls to discuss quarterly results.Friday 8/12Broadridge Financial Solutions reports earnings.The University of Michigan releases its Consumer Sentiment Index for August. The consensus call is for a 53 reading, slightly more than July's 51.5. The index is near its record low, as inflation remains top of mind for consumers.","news_type":1},"isVote":1,"tweetType":1,"viewCount":183,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9902320905,"gmtCreate":1659655435110,"gmtModify":1705406380505,"author":{"id":"3561335246727315","authorId":"3561335246727315","name":"Chriz","avatar":"https://static.tigerbbs.com/8c393b32112334e204b0590fb83bbc7d","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9902320905","repostId":"2257189555","repostType":4,"repost":{"id":"2257189555","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":1659654812,"share":"https://www.laohu8.com/m/news/2257189555?lang=&edition=full","pubTime":"2022-08-05 07:13","market":"us","language":"en","title":"US STOCKS-Wall Street Ends Mixed as Investors Eye Payrolls Data","url":"https://stock-news.laohu8.com/highlight/detail?id=2257189555","media":"Reuters","summary":"* Dow down 0.18%, S&P 500 down 0.01%, Nasdaq up 0.38%* Energy stocks down as oil slumps to pre-Ukrai","content":"<html><head></head><body><p>* Dow down 0.18%, S&amp;P 500 down 0.01%, Nasdaq up 0.38%</p><p>* Energy stocks down as oil slumps to pre-Ukraine war level</p><p>* Eyes on Friday&#39;s nonfarm payrolls report</p><p>Aug 4 (Reuters) - Wall Street&#39;s main indexes ended mixed on Thursday as gains in high-growth stocks offset losses in energy shares, with investors looking ahead to monthly jobs report for clues on the pace of interest rate hikes by the Federal Reserve.</p><p>The tech-heavy Nasdaq hit a fresh three-month high, led by Amazon.com Inc    and Advanced Micro Devices   , while losses in Apple Inc    and energy stocks including Exxon Mobil    weighed on the S&amp;P 500.</p><p>Worries about a slowing global economy pushed oil prices to their lowest since before Russia&#39;s February invasion of Ukraine and U.S. bond yields slipped after the Bank of England warned of a long recession.</p><p>Strong earnings reports and data showing a surprise pick up in services sector activity sent the main indexes sharply higher in the previous session.</p><p>&#34;The market is looking for direction after a strong bounce that relieved the deep pessimism that had permeated the markets,&#34; Yung-Yu Ma, chief investment strategist at BMO Wealth Management.</p><p>&#34;Many signs indicate that inflation has peaked, and the question now turns to how quickly it will come down or whether stickier components will keep it higher than the Fed is comfortable with.&#34;</p><p>Focus will be on Friday&#39;s closely watched U.S. employment report, which is expected to show nonfarm payrolls increased by 250,000 jobs last month, after rising by 372,000 jobs in June.</p><p>Any signs of strength in the labor market could into feed fears of aggressive measures by the Fed.</p><p>Cleveland Fed President Loretta Mester, a voting member of the rate-setting panel, reiterated the need to see several months of inflation coming back down toward the Fed&#39;s 2% target before policymakers feel they can let up on tightening monetary policy.</p><p>The S&amp;P 500 has gained about 14% from its mid-June lows, but is still down about 13% for the year on concerns around the fallout of the Ukraine war, soaring inflation, COVID-19 flare-ups in China and an aggressive rise in interest rates.</p><p>According to preliminary data, The Dow Jones Industrial Average    fell 85.31 points, or 0.26%, to 32,727.19, the S&amp;P 500  lost 3.15 points, or 0.08%, to 4,152.02 and the Nasdaq Composite added 52.42 points, or 0.41%, to 12,720.58.</p><p>Shares of crypto exchange Coinbase Global Inc    jumped after it announced a tieup with BlackRock to provide its institutional clients access to crypto trading and custody services.</p><p>Health insurer Cigna Corp  gained after raising its annual profit forecast.</p><p>Drugmaker Eli Lilly and Co slipped as it cut annual profit view for the second time.</p><p>Facebook-parent <a href=\"https://laohu8.com/S/META\">Meta Platforms</a>  said it would make its first-ever bond offering.</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>US STOCKS-Wall Street Ends Mixed as Investors Eye Payrolls Data</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\">\nUS STOCKS-Wall Street Ends Mixed as Investors Eye Payrolls Data\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1036604489\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/443ce19704621c837795676028cec868);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Reuters </p>\n<p class=\"h-time\">2022-08-05 07:13</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>* Dow down 0.18%, S&amp;P 500 down 0.01%, Nasdaq up 0.38%</p><p>* Energy stocks down as oil slumps to pre-Ukraine war level</p><p>* Eyes on Friday&#39;s nonfarm payrolls report</p><p>Aug 4 (Reuters) - Wall Street&#39;s main indexes ended mixed on Thursday as gains in high-growth stocks offset losses in energy shares, with investors looking ahead to monthly jobs report for clues on the pace of interest rate hikes by the Federal Reserve.</p><p>The tech-heavy Nasdaq hit a fresh three-month high, led by Amazon.com Inc    and Advanced Micro Devices   , while losses in Apple Inc    and energy stocks including Exxon Mobil    weighed on the S&amp;P 500.</p><p>Worries about a slowing global economy pushed oil prices to their lowest since before Russia&#39;s February invasion of Ukraine and U.S. bond yields slipped after the Bank of England warned of a long recession.</p><p>Strong earnings reports and data showing a surprise pick up in services sector activity sent the main indexes sharply higher in the previous session.</p><p>&#34;The market is looking for direction after a strong bounce that relieved the deep pessimism that had permeated the markets,&#34; Yung-Yu Ma, chief investment strategist at BMO Wealth Management.</p><p>&#34;Many signs indicate that inflation has peaked, and the question now turns to how quickly it will come down or whether stickier components will keep it higher than the Fed is comfortable with.&#34;</p><p>Focus will be on Friday&#39;s closely watched U.S. employment report, which is expected to show nonfarm payrolls increased by 250,000 jobs last month, after rising by 372,000 jobs in June.</p><p>Any signs of strength in the labor market could into feed fears of aggressive measures by the Fed.</p><p>Cleveland Fed President Loretta Mester, a voting member of the rate-setting panel, reiterated the need to see several months of inflation coming back down toward the Fed&#39;s 2% target before policymakers feel they can let up on tightening monetary policy.</p><p>The S&amp;P 500 has gained about 14% from its mid-June lows, but is still down about 13% for the year on concerns around the fallout of the Ukraine war, soaring inflation, COVID-19 flare-ups in China and an aggressive rise in interest rates.</p><p>According to preliminary data, The Dow Jones Industrial Average    fell 85.31 points, or 0.26%, to 32,727.19, the S&amp;P 500  lost 3.15 points, or 0.08%, to 4,152.02 and the Nasdaq Composite added 52.42 points, or 0.41%, to 12,720.58.</p><p>Shares of crypto exchange Coinbase Global Inc    jumped after it announced a tieup with BlackRock to provide its institutional clients access to crypto trading and custody services.</p><p>Health insurer Cigna Corp  gained after raising its annual profit forecast.</p><p>Drugmaker Eli Lilly and Co slipped as it cut annual profit view for the second time.</p><p>Facebook-parent <a href=\"https://laohu8.com/S/META\">Meta Platforms</a>  said it would make its first-ever bond offering.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".SPX":"S&P 500 Index",".DJI":"道琼斯",".IXIC":"NASDAQ Composite"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2257189555","content_text":"* Dow down 0.18%, S&P 500 down 0.01%, Nasdaq up 0.38%* Energy stocks down as oil slumps to pre-Ukraine war level* Eyes on Friday's nonfarm payrolls reportAug 4 (Reuters) - Wall Street's main indexes ended mixed on Thursday as gains in high-growth stocks offset losses in energy shares, with investors looking ahead to monthly jobs report for clues on the pace of interest rate hikes by the Federal Reserve.The tech-heavy Nasdaq hit a fresh three-month high, led by Amazon.com Inc    and Advanced Micro Devices   , while losses in Apple Inc    and energy stocks including Exxon Mobil    weighed on the S&P 500.Worries about a slowing global economy pushed oil prices to their lowest since before Russia's February invasion of Ukraine and U.S. bond yields slipped after the Bank of England warned of a long recession.Strong earnings reports and data showing a surprise pick up in services sector activity sent the main indexes sharply higher in the previous session.\"The market is looking for direction after a strong bounce that relieved the deep pessimism that had permeated the markets,\" Yung-Yu Ma, chief investment strategist at BMO Wealth Management.\"Many signs indicate that inflation has peaked, and the question now turns to how quickly it will come down or whether stickier components will keep it higher than the Fed is comfortable with.\"Focus will be on Friday's closely watched U.S. employment report, which is expected to show nonfarm payrolls increased by 250,000 jobs last month, after rising by 372,000 jobs in June.Any signs of strength in the labor market could into feed fears of aggressive measures by the Fed.Cleveland Fed President Loretta Mester, a voting member of the rate-setting panel, reiterated the need to see several months of inflation coming back down toward the Fed's 2% target before policymakers feel they can let up on tightening monetary policy.The S&P 500 has gained about 14% from its mid-June lows, but is still down about 13% for the year on concerns around the fallout of the Ukraine war, soaring inflation, COVID-19 flare-ups in China and an aggressive rise in interest rates.According to preliminary data, The Dow Jones Industrial Average    fell 85.31 points, or 0.26%, to 32,727.19, the S&P 500  lost 3.15 points, or 0.08%, to 4,152.02 and the Nasdaq Composite added 52.42 points, or 0.41%, to 12,720.58.Shares of crypto exchange Coinbase Global Inc    jumped after it announced a tieup with BlackRock to provide its institutional clients access to crypto trading and custody services.Health insurer Cigna Corp  gained after raising its annual profit forecast.Drugmaker Eli Lilly and Co slipped as it cut annual profit view for the second time.Facebook-parent Meta Platforms  said it would make its first-ever bond offering.","news_type":1},"isVote":1,"tweetType":1,"viewCount":206,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9908220220,"gmtCreate":1659397338460,"gmtModify":1705979839570,"author":{"id":"3561335246727315","authorId":"3561335246727315","name":"Chriz","avatar":"https://static.tigerbbs.com/8c393b32112334e204b0590fb83bbc7d","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9908220220","repostId":"2256264695","repostType":4,"repost":{"id":"2256264695","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":1659394545,"share":"https://www.laohu8.com/m/news/2256264695?lang=&edition=full","pubTime":"2022-08-02 06:55","market":"us","language":"en","title":"US STOCKS-Wall Street Ends down after Biggest Month since 2020","url":"https://stock-news.laohu8.com/highlight/detail?id=2256264695","media":"Reuters","summary":"* U.S. manufacturing sector slows modestly* PerkinElmer rises on $2.45 billion divestmentWall Street","content":"<html><head></head><body><p>* U.S. manufacturing sector slows modestly</p><p>* PerkinElmer rises on $2.45 billion divestment</p><p>Wall Street ended lower after a choppy session on Monday, with declines in energy companies weighing against gains in Boeing    as investors digested the U.S. stock market&#39;s biggest monthly gains in two years.</p><p>Stocks gave up some of a strong rally from last week that was driven by bets the Federal Reserve may not need to be as aggressive with interest rate hikes as some had feared.</p><p>Also helped by stronger-than-expected second-quarter results, the S&amp;P 500 and the Nasdaq in July posted their biggest monthly percentage gains since 2020.</p><p>The S&amp;P 500 bounced between gains and declines on Monday as some investors became more cautious in the wake of that recent rally.</p><p>The Federal Reserve says it aims to tame inflation and cool down demand with the interest rate hikes, but some investors and analysts worry that its aggressive moves could drive up unemployment and cripple the economy.</p><p>&#34;There are still a lot of questions about whether we are really out of the woods economically, and we probably aren&#39;t,&#34; said Tom Martin, senior portfolio manager at GLOBALT Investments in Atlanta. &#34;We&#39;re not even close on the (economic) effects of the Fed raising interest rates.&#34;</p><p>U.S. manufacturing activity slowed-less-than-expected in July, with signs that supply constraints are easing, a report showed.</p><p>That data came on the heels of surveys indicating factories across Asia and Europe struggled for momentum in July as flagging global demand.</p><p>Oil prices fell on demand concerns, which in turn weighed on the energy sector. The S&amp;P 500 energy index    tumbled and was the deepest decliner among 11 sectors.</p><p>A monthly U.S. jobs report on Friday will be parsed for clues about the Fed&#39;s next moves in its fight against decades-high inflation.</p><p>The U.S. central bank has raised interest rates by 2.25 percentage points so far this year and has vowed to be data-driven in its approach toward future hikes.</p><p>Boeing Co    gained after Reuters reported the U.S. aviation regulator approved the planemaker&#39;s inspection and modification plan to resume deliveries of 787 Dreamliners.</p><p>The S&amp;P 500 is down about 14% in 2022, however the earnings season has showed companies were far more resilient in the second quarter than estimated. Of 283 S&amp;P 500 companies that have reported results, 78% have topped profit estimates, as per Refinitiv data. The long-term average is 66%.</p><p>According to preliminary data, the S&amp;P 500    lost 11.76 points, or 0.29%, to end at 4,118.53 points, while the Nasdaq Composite    lost 20.69 points, or 0.17%, to 12,370.00. The Dow Jones Industrial Average    fell 49.88 points, or 0.15%, to 32,795.25.</p><p>PerkinElmer Inc  jumped after the medical diagnostic firm said it will sell some of its businesses along with the brand name to private equity firm New Mountain Capital for up to $2.45 billion in cash.</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>US STOCKS-Wall Street Ends down after Biggest Month since 2020</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\">\nUS STOCKS-Wall Street Ends down after Biggest Month since 2020\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1036604489\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/443ce19704621c837795676028cec868);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Reuters </p>\n<p class=\"h-time\">2022-08-02 06:55</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>* U.S. manufacturing sector slows modestly</p><p>* PerkinElmer rises on $2.45 billion divestment</p><p>Wall Street ended lower after a choppy session on Monday, with declines in energy companies weighing against gains in Boeing    as investors digested the U.S. stock market&#39;s biggest monthly gains in two years.</p><p>Stocks gave up some of a strong rally from last week that was driven by bets the Federal Reserve may not need to be as aggressive with interest rate hikes as some had feared.</p><p>Also helped by stronger-than-expected second-quarter results, the S&amp;P 500 and the Nasdaq in July posted their biggest monthly percentage gains since 2020.</p><p>The S&amp;P 500 bounced between gains and declines on Monday as some investors became more cautious in the wake of that recent rally.</p><p>The Federal Reserve says it aims to tame inflation and cool down demand with the interest rate hikes, but some investors and analysts worry that its aggressive moves could drive up unemployment and cripple the economy.</p><p>&#34;There are still a lot of questions about whether we are really out of the woods economically, and we probably aren&#39;t,&#34; said Tom Martin, senior portfolio manager at GLOBALT Investments in Atlanta. &#34;We&#39;re not even close on the (economic) effects of the Fed raising interest rates.&#34;</p><p>U.S. manufacturing activity slowed-less-than-expected in July, with signs that supply constraints are easing, a report showed.</p><p>That data came on the heels of surveys indicating factories across Asia and Europe struggled for momentum in July as flagging global demand.</p><p>Oil prices fell on demand concerns, which in turn weighed on the energy sector. The S&amp;P 500 energy index    tumbled and was the deepest decliner among 11 sectors.</p><p>A monthly U.S. jobs report on Friday will be parsed for clues about the Fed&#39;s next moves in its fight against decades-high inflation.</p><p>The U.S. central bank has raised interest rates by 2.25 percentage points so far this year and has vowed to be data-driven in its approach toward future hikes.</p><p>Boeing Co    gained after Reuters reported the U.S. aviation regulator approved the planemaker&#39;s inspection and modification plan to resume deliveries of 787 Dreamliners.</p><p>The S&amp;P 500 is down about 14% in 2022, however the earnings season has showed companies were far more resilient in the second quarter than estimated. Of 283 S&amp;P 500 companies that have reported results, 78% have topped profit estimates, as per Refinitiv data. The long-term average is 66%.</p><p>According to preliminary data, the S&amp;P 500    lost 11.76 points, or 0.29%, to end at 4,118.53 points, while the Nasdaq Composite    lost 20.69 points, or 0.17%, to 12,370.00. The Dow Jones Industrial Average    fell 49.88 points, or 0.15%, to 32,795.25.</p><p>PerkinElmer Inc  jumped after the medical diagnostic firm said it will sell some of its businesses along with the brand name to private equity firm New Mountain Capital for up to $2.45 billion in cash.</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","OEF":"标普100指数ETF-iShares","IVV":"标普500指数ETF","SPY":"标普500ETF","BK4201":"综合性石油与天然气企业","BK4516":"特朗普概念","BK4564":"太空概念","UDOW":"道指三倍做多ETF-ProShares","BK4187":"航天航空与国防","UPRO":"三倍做多标普500ETF","DJX":"1/100道琼斯","BK4570":"地缘局势概念股","DDM":"道指两倍做多ETF","BK4534":"瑞士信贷持仓","SDOW":"道指三倍做空ETF-ProShares","DOG":"道指反向ETF","XOM":"埃克森美孚","QID":"纳指两倍做空ETF","SDS":"两倍做空标普500ETF","DXD":"道指两倍做空ETF","TQQQ":"纳指三倍做多ETF","BK4559":"巴菲特持仓",".SPX":"S&P 500 Index","SH":"标普500反向ETF","PSQ":"纳指反向ETF","SSO":"两倍做多标普500ETF","BK4550":"红杉资本持仓","OEX":"标普100","BK4504":"桥水持仓","QLD":"纳指两倍做多ETF",".DJI":"道琼斯","SQQQ":"纳指三倍做空ETF","BK4551":"寇图资本持仓","QQQ":"纳指100ETF",".IXIC":"NASDAQ Composite","BA":"波音","BK4581":"高盛持仓","SPXU":"三倍做空标普500ETF"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2256264695","content_text":"* U.S. manufacturing sector slows modestly* PerkinElmer rises on $2.45 billion divestmentWall Street ended lower after a choppy session on Monday, with declines in energy companies weighing against gains in Boeing    as investors digested the U.S. stock market's biggest monthly gains in two years.Stocks gave up some of a strong rally from last week that was driven by bets the Federal Reserve may not need to be as aggressive with interest rate hikes as some had feared.Also helped by stronger-than-expected second-quarter results, the S&P 500 and the Nasdaq in July posted their biggest monthly percentage gains since 2020.The S&P 500 bounced between gains and declines on Monday as some investors became more cautious in the wake of that recent rally.The Federal Reserve says it aims to tame inflation and cool down demand with the interest rate hikes, but some investors and analysts worry that its aggressive moves could drive up unemployment and cripple the economy.\"There are still a lot of questions about whether we are really out of the woods economically, and we probably aren't,\" said Tom Martin, senior portfolio manager at GLOBALT Investments in Atlanta. \"We're not even close on the (economic) effects of the Fed raising interest rates.\"U.S. manufacturing activity slowed-less-than-expected in July, with signs that supply constraints are easing, a report showed.That data came on the heels of surveys indicating factories across Asia and Europe struggled for momentum in July as flagging global demand.Oil prices fell on demand concerns, which in turn weighed on the energy sector. The S&P 500 energy index    tumbled and was the deepest decliner among 11 sectors.A monthly U.S. jobs report on Friday will be parsed for clues about the Fed's next moves in its fight against decades-high inflation.The U.S. central bank has raised interest rates by 2.25 percentage points so far this year and has vowed to be data-driven in its approach toward future hikes.Boeing Co    gained after Reuters reported the U.S. aviation regulator approved the planemaker's inspection and modification plan to resume deliveries of 787 Dreamliners.The S&P 500 is down about 14% in 2022, however the earnings season has showed companies were far more resilient in the second quarter than estimated. Of 283 S&P 500 companies that have reported results, 78% have topped profit estimates, as per Refinitiv data. The long-term average is 66%.According to preliminary data, the S&P 500    lost 11.76 points, or 0.29%, to end at 4,118.53 points, while the Nasdaq Composite    lost 20.69 points, or 0.17%, to 12,370.00. The Dow Jones Industrial Average    fell 49.88 points, or 0.15%, to 32,795.25.PerkinElmer Inc  jumped after the medical diagnostic firm said it will sell some of its businesses along with the brand name to private equity firm New Mountain Capital for up to $2.45 billion in cash.","news_type":1},"isVote":1,"tweetType":1,"viewCount":187,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9901698753,"gmtCreate":1659178127072,"gmtModify":1676536269256,"author":{"id":"3561335246727315","authorId":"3561335246727315","name":"Chriz","avatar":"https://static.tigerbbs.com/8c393b32112334e204b0590fb83bbc7d","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9901698753","repostId":"2255551011","repostType":4,"repost":{"id":"2255551011","pubTimestamp":1659143138,"share":"https://www.laohu8.com/m/news/2255551011?lang=&edition=full","pubTime":"2022-07-30 09:05","market":"us","language":"en","title":"Buy or Sell Apple Stock After Its Strong Earnings? 5 Reasons to Pick It Up","url":"https://stock-news.laohu8.com/highlight/detail?id=2255551011","media":"Barrons","summary":"Apple's better-than-expected earnings report helped shake off investor concerns about how a slowdown","content":"<html><head></head><body><p>Apple&#39;s better-than-expected earnings report helped shake off investor concerns about how a slowdown in consumer demand would impact the tech giant. As sentiment turns positive, it may be time to buy the stock, analysts say.</p><p>Investors were wary heading into Apple&#39;s (ticker: AAPL) earnings, heeding warnings about the cloud of macroeconomic challenges descending on the tech sector. Aside from slowing consumer demand, the company has had to grapple with nagging supply chain challenges and rising interest rates, which depressed estimates and price targets in the weeks before the report.</p><p>But Apple joined Amazon.com ( AMZN) in assuaging investor fears on Thursday by posting solid quarterly results that beat expectations. Analysts reacted positively to the report, and gained confidence that the company could continue to outperform over the next few quarters.</p><p>&#34;We would characterize this quarter as a major bullish statement on iPhone demand and Cupertino&#39;s [the location of Apple&#39;s main office] ability to navigate a supply chain shortage in an impressive performance, &#34; wrote Wedbush analyst Daniel Ives on Friday.</p><p>Citi analyst Jim Suva agreed, saying he continued to see several positive drivers for Apple&#39;s products and services in the months ahead, even though macro challenges will persist.</p><p>Suva outlined five reasons to buy the stock.</p><p><b>iPhone 14</b></p><p>Suva believes the iPhone 14 is still on track for a September launch, while a foldable phone could be in the works by 2024 at the latest. The iPhone 13 was the main driver behind Apple&#39;s $83 billion in sales during its fiscal third quarter, boosting the bottom line even as Mac computer sales fell short of expectations.</p><p><b>Expansion of Services Segment</b></p><p>Apple has been working to build out its services segment, which Suva said would be able to deliver stickier recurring revenue, and open up the door for more devices-as-a-service offerings.</p><p>The company reached an all-time high in their installed base across iOS in the third quarter. This will be crucial as it means Apple has a &#34;larger base to monetize over the long run,&#34; wrote Evercore ISI analyst Amit Daryanani.</p><p><b>New Product Launches</b></p><p>In addition to an iPhone launch, the company is preparing to release artificial reality headsets and the Apple Car by 2025, both of which have yet to be factored into estimates, he added.</p><p><b>Demand Shift Toward Premium Products</b></p><p>The market continues to skew away from lower priced Android phones toward premium pricing products, Suva said, which will benefit Apple&#39;s iPhone offerings.</p><p><b>Stock Buyback Program</b></p><p>The company&#39;s $90 billion stock buyback program will keep boosting the shares in the long run, Suva added.</p><p>&#34;We walk away from the conference call and June results incrementally more positive that Apple can navigate this economic storm with the demand and growth story well intact for the growth pillars of iPhones and Services front and center,&#34; Ives wrote.</p></body></html>","source":"lsy1601382232898","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Buy or Sell Apple Stock After Its Strong Earnings? 5 Reasons to Pick It Up</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\">\nBuy or Sell Apple Stock After Its Strong Earnings? 5 Reasons to Pick It Up\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-07-30 09:05 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.barrons.com/articles/apple-earnings-buy-stock-51659097367?mod=hp_LEAD_1_B_2><strong>Barrons</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Apple's better-than-expected earnings report helped shake off investor concerns about how a slowdown in consumer demand would impact the tech giant. As sentiment turns positive, it may be time to buy ...</p>\n\n<a href=\"https://www.barrons.com/articles/apple-earnings-buy-stock-51659097367?mod=hp_LEAD_1_B_2\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AAPL":"苹果"},"source_url":"https://www.barrons.com/articles/apple-earnings-buy-stock-51659097367?mod=hp_LEAD_1_B_2","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2255551011","content_text":"Apple's better-than-expected earnings report helped shake off investor concerns about how a slowdown in consumer demand would impact the tech giant. As sentiment turns positive, it may be time to buy the stock, analysts say.Investors were wary heading into Apple's (ticker: AAPL) earnings, heeding warnings about the cloud of macroeconomic challenges descending on the tech sector. Aside from slowing consumer demand, the company has had to grapple with nagging supply chain challenges and rising interest rates, which depressed estimates and price targets in the weeks before the report.But Apple joined Amazon.com ( AMZN) in assuaging investor fears on Thursday by posting solid quarterly results that beat expectations. Analysts reacted positively to the report, and gained confidence that the company could continue to outperform over the next few quarters.\"We would characterize this quarter as a major bullish statement on iPhone demand and Cupertino's [the location of Apple's main office] ability to navigate a supply chain shortage in an impressive performance, \" wrote Wedbush analyst Daniel Ives on Friday.Citi analyst Jim Suva agreed, saying he continued to see several positive drivers for Apple's products and services in the months ahead, even though macro challenges will persist.Suva outlined five reasons to buy the stock.iPhone 14Suva believes the iPhone 14 is still on track for a September launch, while a foldable phone could be in the works by 2024 at the latest. The iPhone 13 was the main driver behind Apple's $83 billion in sales during its fiscal third quarter, boosting the bottom line even as Mac computer sales fell short of expectations.Expansion of Services SegmentApple has been working to build out its services segment, which Suva said would be able to deliver stickier recurring revenue, and open up the door for more devices-as-a-service offerings.The company reached an all-time high in their installed base across iOS in the third quarter. This will be crucial as it means Apple has a \"larger base to monetize over the long run,\" wrote Evercore ISI analyst Amit Daryanani.New Product LaunchesIn addition to an iPhone launch, the company is preparing to release artificial reality headsets and the Apple Car by 2025, both of which have yet to be factored into estimates, he added.Demand Shift Toward Premium ProductsThe market continues to skew away from lower priced Android phones toward premium pricing products, Suva said, which will benefit Apple's iPhone offerings.Stock Buyback ProgramThe company's $90 billion stock buyback program will keep boosting the shares in the long run, Suva added.\"We walk away from the conference call and June results incrementally more positive that Apple can navigate this economic storm with the demand and growth story well intact for the growth pillars of iPhones and Services front and center,\" Ives wrote.","news_type":1},"isVote":1,"tweetType":1,"viewCount":215,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9903591078,"gmtCreate":1659051543994,"gmtModify":1676536249032,"author":{"id":"3561335246727315","authorId":"3561335246727315","name":"Chriz","avatar":"https://static.tigerbbs.com/8c393b32112334e204b0590fb83bbc7d","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9903591078","repostId":"2255306989","repostType":4,"repost":{"id":"2255306989","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":1659049114,"share":"https://www.laohu8.com/m/news/2255306989?lang=&edition=full","pubTime":"2022-07-29 06:58","market":"us","language":"en","title":"Wall St Ends up Sharply for 2nd Day; Amazon, Apple Jump After Hours","url":"https://stock-news.laohu8.com/highlight/detail?id=2255306989","media":"Reuters","summary":"* U.S. economy contracts in the second quarter* Meta Platforms revenue drops for first time* Ford sh","content":"<html><head></head><body><p>* U.S. economy contracts in the second quarter</p><p>* <a href=\"https://laohu8.com/S/META\">Meta Platforms</a> revenue drops for first time</p><p>* Ford shares gain after results</p><p>* Indexes: Dow up 1%, S&amp;P 500 up 1.2%, Nasdaq up 1.1%</p><p>NEW YORK, July 28 (Reuters) - U.S. stocks on Thursday rallied for a second day, with all three major indexes ending up more than 1% as data showing a second consecutive quarterly contraction in the economy fueled investor speculation the Federal Reserve may not need to be as aggressive with interest rate hikes as some had feared.</p><p>The yield on benchmark 10-year Treasury notes retreated following the data, while utilities and real estate - both of which tend to rise when yields fall - were the day&#39;s best-performing S&amp;P 500 sectors.</p><p>The decline in yields may suggest &#34;that markets think the Fed will have to pivot and move rates lower at some point, maybe in the next 12-month period,&#34; said Mona Mahajan, senior investment strategist at Edward Jones.</p><p>&#34;It does imply the pace of tightening will become more gradual going forward.&#34;</p><p>In addition, the growth forecast for second-quarter earnings has risen this week as more S&amp;P 500 companies reported results and beat analyst expectations. Among them, Ford Motor Co shares jumped 6.1% after it reported a better-than-expected quarterly net income.</p><p>After the closing bell, Amazon.com shares shot up more than 13% as the online retailer reported quarterly sales that beat Wall Street estimates. Amazon.com ended the regular session up 1.1%. Shares of Apple were up more than 3% after hours following the company&#39;s quarterly report and upbeat forecast, and S&amp;P 500 e-mini futures were up 2% late.</p><p>Early in the day, the U.S. Commerce Department said the American economy unexpectedly contracted in the second quarter - the second straight quarterly decline in gross domestic product (GDP) reported by the government.</p><p>The news increased the possibility that the economy was on the cusp of a recession, and some investors said it might deter the Fed from continuing to aggressively increase rates as it battles high inflation.</p><p>The Dow Jones Industrial Average rose 332.04 points, or 1.03%, to 32,529.63 the S&amp;P 500 gained 48.82 points, or 1.21%, to 4,072.43 and the Nasdaq Composite added 130.17 points, or 1.08%, to 12,162.59.</p><p>The Nasdaq registered its biggest two-day percentage gain since May 27.</p><p>Stocks had rallied in the previous session when the Fed raised rates and comments by Fed Chairman Jerome Powell eased some worries about the pace of rate hikes.</p><p>&#34;More investors are getting in now because they think at least there&#39;s not going to be any big surprises over the balance of the summer,&#34; as far as rates are concerned, said Alan Lancz, president of Alan B. Lancz &amp; Associates Inc, an investment advisory firm based in Toledo, Ohio.</p><p>The Fed on Wednesday raised the benchmark overnight rate by three-quarters of a percentage point. The move followed a 75 basis points hike last month and smaller moves in May and March, in an effort by the U.S. central bank to tamp down soaring inflation.</p><p>Investors have expressed concern that inflation and aggressive Fed rate hikes could at some point tip the economy into a recession.</p><p>Among declining stocks, Facebook and Instagram parent Meta Platforms Inc fell 5.2% after it posted its first-ever quarterly drop in revenue.</p><p>Volume on U.S. exchanges was 11.21 billion shares, compared with the 10.86 billion-share average for the full session over the last 20 trading days.</p><p>Advancing issues outnumbered declining ones on the NYSE by a 3.56-to-1 ratio; on Nasdaq, a 1.66-to-1 ratio favored advancers.</p><p>The S&amp;P 500 posted three new 52-week highs and 31 new lows; the Nasdaq Composite recorded 67 new highs and 97 new lows.</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>Wall St Ends up Sharply for 2nd Day; Amazon, Apple Jump After Hours</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\">\nWall St Ends up Sharply for 2nd Day; Amazon, Apple Jump After Hours\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1036604489\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/443ce19704621c837795676028cec868);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Reuters </p>\n<p class=\"h-time\">2022-07-29 06:58</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>* U.S. economy contracts in the second quarter</p><p>* <a href=\"https://laohu8.com/S/META\">Meta Platforms</a> revenue drops for first time</p><p>* Ford shares gain after results</p><p>* Indexes: Dow up 1%, S&amp;P 500 up 1.2%, Nasdaq up 1.1%</p><p>NEW YORK, July 28 (Reuters) - U.S. stocks on Thursday rallied for a second day, with all three major indexes ending up more than 1% as data showing a second consecutive quarterly contraction in the economy fueled investor speculation the Federal Reserve may not need to be as aggressive with interest rate hikes as some had feared.</p><p>The yield on benchmark 10-year Treasury notes retreated following the data, while utilities and real estate - both of which tend to rise when yields fall - were the day&#39;s best-performing S&amp;P 500 sectors.</p><p>The decline in yields may suggest &#34;that markets think the Fed will have to pivot and move rates lower at some point, maybe in the next 12-month period,&#34; said Mona Mahajan, senior investment strategist at Edward Jones.</p><p>&#34;It does imply the pace of tightening will become more gradual going forward.&#34;</p><p>In addition, the growth forecast for second-quarter earnings has risen this week as more S&amp;P 500 companies reported results and beat analyst expectations. Among them, Ford Motor Co shares jumped 6.1% after it reported a better-than-expected quarterly net income.</p><p>After the closing bell, Amazon.com shares shot up more than 13% as the online retailer reported quarterly sales that beat Wall Street estimates. Amazon.com ended the regular session up 1.1%. Shares of Apple were up more than 3% after hours following the company&#39;s quarterly report and upbeat forecast, and S&amp;P 500 e-mini futures were up 2% late.</p><p>Early in the day, the U.S. Commerce Department said the American economy unexpectedly contracted in the second quarter - the second straight quarterly decline in gross domestic product (GDP) reported by the government.</p><p>The news increased the possibility that the economy was on the cusp of a recession, and some investors said it might deter the Fed from continuing to aggressively increase rates as it battles high inflation.</p><p>The Dow Jones Industrial Average rose 332.04 points, or 1.03%, to 32,529.63 the S&amp;P 500 gained 48.82 points, or 1.21%, to 4,072.43 and the Nasdaq Composite added 130.17 points, or 1.08%, to 12,162.59.</p><p>The Nasdaq registered its biggest two-day percentage gain since May 27.</p><p>Stocks had rallied in the previous session when the Fed raised rates and comments by Fed Chairman Jerome Powell eased some worries about the pace of rate hikes.</p><p>&#34;More investors are getting in now because they think at least there&#39;s not going to be any big surprises over the balance of the summer,&#34; as far as rates are concerned, said Alan Lancz, president of Alan B. Lancz &amp; Associates Inc, an investment advisory firm based in Toledo, Ohio.</p><p>The Fed on Wednesday raised the benchmark overnight rate by three-quarters of a percentage point. The move followed a 75 basis points hike last month and smaller moves in May and March, in an effort by the U.S. central bank to tamp down soaring inflation.</p><p>Investors have expressed concern that inflation and aggressive Fed rate hikes could at some point tip the economy into a recession.</p><p>Among declining stocks, Facebook and Instagram parent Meta Platforms Inc fell 5.2% after it posted its first-ever quarterly drop in revenue.</p><p>Volume on U.S. exchanges was 11.21 billion shares, compared with the 10.86 billion-share average for the full session over the last 20 trading days.</p><p>Advancing issues outnumbered declining ones on the NYSE by a 3.56-to-1 ratio; on Nasdaq, a 1.66-to-1 ratio favored advancers.</p><p>The S&amp;P 500 posted three new 52-week highs and 31 new lows; the Nasdaq Composite recorded 67 new highs and 97 new lows.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"META":"Meta Platforms",".DJI":"道琼斯","F":"福特汽车",".SPX":"S&P 500 Index","AAPL":"苹果",".IXIC":"NASDAQ Composite","AMZN":"亚马逊"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2255306989","content_text":"* U.S. economy contracts in the second quarter* Meta Platforms revenue drops for first time* Ford shares gain after results* Indexes: Dow up 1%, S&P 500 up 1.2%, Nasdaq up 1.1%NEW YORK, July 28 (Reuters) - U.S. stocks on Thursday rallied for a second day, with all three major indexes ending up more than 1% as data showing a second consecutive quarterly contraction in the economy fueled investor speculation the Federal Reserve may not need to be as aggressive with interest rate hikes as some had feared.The yield on benchmark 10-year Treasury notes retreated following the data, while utilities and real estate - both of which tend to rise when yields fall - were the day's best-performing S&P 500 sectors.The decline in yields may suggest \"that markets think the Fed will have to pivot and move rates lower at some point, maybe in the next 12-month period,\" said Mona Mahajan, senior investment strategist at Edward Jones.\"It does imply the pace of tightening will become more gradual going forward.\"In addition, the growth forecast for second-quarter earnings has risen this week as more S&P 500 companies reported results and beat analyst expectations. Among them, Ford Motor Co shares jumped 6.1% after it reported a better-than-expected quarterly net income.After the closing bell, Amazon.com shares shot up more than 13% as the online retailer reported quarterly sales that beat Wall Street estimates. Amazon.com ended the regular session up 1.1%. Shares of Apple were up more than 3% after hours following the company's quarterly report and upbeat forecast, and S&P 500 e-mini futures were up 2% late.Early in the day, the U.S. Commerce Department said the American economy unexpectedly contracted in the second quarter - the second straight quarterly decline in gross domestic product (GDP) reported by the government.The news increased the possibility that the economy was on the cusp of a recession, and some investors said it might deter the Fed from continuing to aggressively increase rates as it battles high inflation.The Dow Jones Industrial Average rose 332.04 points, or 1.03%, to 32,529.63 the S&P 500 gained 48.82 points, or 1.21%, to 4,072.43 and the Nasdaq Composite added 130.17 points, or 1.08%, to 12,162.59.The Nasdaq registered its biggest two-day percentage gain since May 27.Stocks had rallied in the previous session when the Fed raised rates and comments by Fed Chairman Jerome Powell eased some worries about the pace of rate hikes.\"More investors are getting in now because they think at least there's not going to be any big surprises over the balance of the summer,\" as far as rates are concerned, said Alan Lancz, president of Alan B. Lancz & Associates Inc, an investment advisory firm based in Toledo, Ohio.The Fed on Wednesday raised the benchmark overnight rate by three-quarters of a percentage point. The move followed a 75 basis points hike last month and smaller moves in May and March, in an effort by the U.S. central bank to tamp down soaring inflation.Investors have expressed concern that inflation and aggressive Fed rate hikes could at some point tip the economy into a recession.Among declining stocks, Facebook and Instagram parent Meta Platforms Inc fell 5.2% after it posted its first-ever quarterly drop in revenue.Volume on U.S. exchanges was 11.21 billion shares, compared with the 10.86 billion-share average for the full session over the last 20 trading days.Advancing issues outnumbered declining ones on the NYSE by a 3.56-to-1 ratio; on Nasdaq, a 1.66-to-1 ratio favored advancers.The S&P 500 posted three new 52-week highs and 31 new lows; the Nasdaq Composite recorded 67 new highs and 97 new lows.","news_type":1},"isVote":1,"tweetType":1,"viewCount":176,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9903940958,"gmtCreate":1658966646374,"gmtModify":1676536235546,"author":{"id":"3561335246727315","authorId":"3561335246727315","name":"Chriz","avatar":"https://static.tigerbbs.com/8c393b32112334e204b0590fb83bbc7d","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"Like","listText":"Like","text":"Like","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9903940958","repostId":"2254395992","repostType":4,"repost":{"id":"2254395992","pubTimestamp":1658965331,"share":"https://www.laohu8.com/m/news/2254395992?lang=&edition=full","pubTime":"2022-07-28 07:42","market":"us","language":"en","title":"After-Hours Movers: Meta, Qualcomm, Ford, ServiceNow, Teladoc And More","url":"https://stock-news.laohu8.com/highlight/detail?id=2254395992","media":"StreetInsider","summary":"Community Health Systems (NYSE:CYH) 47.5% LOWER; reported Q2 EPS of ($2.52), $2.59 worse than the an","content":"<html><head></head><body><p>Community Health Systems (NYSE:CYH) 47.5% LOWER; reported Q2 EPS of ($2.52), $2.59 worse than the analyst estimate of $0.07. Revenue for the quarter came in at $2.93 billion versus the consensus estimate of $3.14 billion.</p><p>JAKKS Pacific (NASDAQ:JAKK) 34.7% HIGHER; reported Q2 EPS of $2.10, $2.53 better than the analyst estimate of ($0.43). Revenue for the quarter came in at $220.4 million versus the consensus estimate of $122.07 million.</p><p>Teladoc (NYSE:TDOC) 23.5% LOWER; reported Q2 EPS of ($19.22), which may not compare to the analyst estimate of ($0.64). Revenue for the quarter came in at $592.4 million versus the consensus estimate of $587.71 million. Teladoc sees Q3 2022 EPS of ($0.85)-($0.60), versus the consensus of ($0.55). Teladoc sees Q3 2022 revenue of $600-620 million, versus the consensus of $613.73 million. Teladoc sees FY2022 EPS of ($62.00)-($61.00), versus the consensus of ($42.89). Teladoc sees FY2022 revenue of $2.4-2.5 billion, versus the consensus of $2.43 billion.</p><p>Noodles &amp; Company (NASDAQ:NDLS) 10.5% LOWER; reported Q2 EPS of $0.05, $0.02 worse than the analyst estimate of $0.07. Revenue for the quarter came in at $131.1 million versus the consensus estimate of $130.91 million. Noodles &amp; Company sees Q3 2022 revenue of $125.5-128.5 million, versus the consensus of $132 million.</p><p>Etsy (NASDAQ:ETSY) 8% HIGHER; reported Q2 EPS of $0.51, $0.19 better than the analyst estimate of $0.32. Revenue for the quarter came in at $585.1 million versus the consensus estimate of $558.47 million. Consolidated GMS was $3.0 billion, down 0.4% year-over-year and up 2.6% on a currency neutral basis. Etsy sees Q3 2022 revenue of $540-575 million, versus the consensus of $570.27 million.</p><p>ServiceNow (NYSE:NOW) 7.3% LOWER; reported Q2 EPS of $1.62, $0.07 better than the analyst estimate of $1.55. Revenue for the quarter came in at $1.75 billion versus the consensus estimate of $1.76 billion.</p><p>Ford Motor (NYSE:F) 6.4% HIGHER; reported Q2 EPS of $0.68, $0.23 better than the analyst estimate of $0.45. Revenue for the quarter came in at $40.2 billion versus the consensus estimate of $37.05 billion. Affirms guidance for full-year 2022 results: adjusted EBIT of $11.5 billion to $12.5 billion, up 15% to 25% from 2021; adjusted free cash flow of $5.5 billion to $6.5 billion.</p><p>Meta Platforms (NASDAQ:META) 4.6% LOWER; reported Q2 EPS of $2.46, $0.10 worse than the analyst estimate of $2.56. Revenue for the quarter came in at $28.82 billion versus the consensus estimate of $28.94 billion. Meta Platforms sees Q3 2022 revenue of $26-28.5 billion, versus the consensus of $30.5 billion.</p><p>O&#39;Reilly Automotive (NASDAQ:ORLY) 4.3% LOWER; reported Q2 EPS of $8.78, $0.20 worse than the analyst estimate of $8.98. Revenue for the quarter came in at $3.67 billion versus the consensus estimate of $3.71 billion. O&#39;Reilly Automotive sees FY2022 EPS of $31.25-$31.75, versus the consensus of $32.92. O&#39;Reilly Automotive sees FY2022 revenue of $14-14.3 billion, versus the consensus of $14.3 billion.</p><p>Qualcomm (NASDAQ:QCOM) 3.8% LOWER; reported Q3 EPS of $2.96, $0.07 better than the analyst estimate of $2.89. Revenue for the quarter came in at $10.93 billion versus the consensus estimate of $10.87 billion. Qualcomm sees Q4 2022 EPS of $3.00-$3.30, versus the consensus of $3.23. Qualcomm sees Q4 2022 revenue of $11-11.8 billion, versus the consensus of $11.87 billion.</p><p>Best Buy Co., Inc. (NYSE:BBY) 2.7% LOWER; lowered Q2 and FY outlook</p><p></p></body></html>","source":"highlight_streetinsider","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>After-Hours Movers: Meta, Qualcomm, Ford, ServiceNow, Teladoc And More</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nAfter-Hours Movers: Meta, Qualcomm, Ford, ServiceNow, Teladoc And More\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-07-28 07:42 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.streetinsider.com/dr/news.php?id=20377069><strong>StreetInsider</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Community Health Systems (NYSE:CYH) 47.5% LOWER; reported Q2 EPS of ($2.52), $2.59 worse than the analyst estimate of $0.07. Revenue for the quarter came in at $2.93 billion versus the consensus ...</p>\n\n<a href=\"https://www.streetinsider.com/dr/news.php?id=20377069\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"QCOM":"高通","NDLS":"Noodles & Company","ETSY":"Etsy, Inc.","BBY":"百思买","JAKK":"杰克仕太平洋","TDOC":"Teladoc Health Inc.","F":"福特汽车","CYH":"Community Health Systems Inc","ORLY":"奥莱利"},"source_url":"https://www.streetinsider.com/dr/news.php?id=20377069","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2254395992","content_text":"Community Health Systems (NYSE:CYH) 47.5% LOWER; reported Q2 EPS of ($2.52), $2.59 worse than the analyst estimate of $0.07. Revenue for the quarter came in at $2.93 billion versus the consensus estimate of $3.14 billion.JAKKS Pacific (NASDAQ:JAKK) 34.7% HIGHER; reported Q2 EPS of $2.10, $2.53 better than the analyst estimate of ($0.43). Revenue for the quarter came in at $220.4 million versus the consensus estimate of $122.07 million.Teladoc (NYSE:TDOC) 23.5% LOWER; reported Q2 EPS of ($19.22), which may not compare to the analyst estimate of ($0.64). Revenue for the quarter came in at $592.4 million versus the consensus estimate of $587.71 million. Teladoc sees Q3 2022 EPS of ($0.85)-($0.60), versus the consensus of ($0.55). Teladoc sees Q3 2022 revenue of $600-620 million, versus the consensus of $613.73 million. Teladoc sees FY2022 EPS of ($62.00)-($61.00), versus the consensus of ($42.89). Teladoc sees FY2022 revenue of $2.4-2.5 billion, versus the consensus of $2.43 billion.Noodles & Company (NASDAQ:NDLS) 10.5% LOWER; reported Q2 EPS of $0.05, $0.02 worse than the analyst estimate of $0.07. Revenue for the quarter came in at $131.1 million versus the consensus estimate of $130.91 million. Noodles & Company sees Q3 2022 revenue of $125.5-128.5 million, versus the consensus of $132 million.Etsy (NASDAQ:ETSY) 8% HIGHER; reported Q2 EPS of $0.51, $0.19 better than the analyst estimate of $0.32. Revenue for the quarter came in at $585.1 million versus the consensus estimate of $558.47 million. Consolidated GMS was $3.0 billion, down 0.4% year-over-year and up 2.6% on a currency neutral basis. Etsy sees Q3 2022 revenue of $540-575 million, versus the consensus of $570.27 million.ServiceNow (NYSE:NOW) 7.3% LOWER; reported Q2 EPS of $1.62, $0.07 better than the analyst estimate of $1.55. Revenue for the quarter came in at $1.75 billion versus the consensus estimate of $1.76 billion.Ford Motor (NYSE:F) 6.4% HIGHER; reported Q2 EPS of $0.68, $0.23 better than the analyst estimate of $0.45. Revenue for the quarter came in at $40.2 billion versus the consensus estimate of $37.05 billion. Affirms guidance for full-year 2022 results: adjusted EBIT of $11.5 billion to $12.5 billion, up 15% to 25% from 2021; adjusted free cash flow of $5.5 billion to $6.5 billion.Meta Platforms (NASDAQ:META) 4.6% LOWER; reported Q2 EPS of $2.46, $0.10 worse than the analyst estimate of $2.56. Revenue for the quarter came in at $28.82 billion versus the consensus estimate of $28.94 billion. Meta Platforms sees Q3 2022 revenue of $26-28.5 billion, versus the consensus of $30.5 billion.O'Reilly Automotive (NASDAQ:ORLY) 4.3% LOWER; reported Q2 EPS of $8.78, $0.20 worse than the analyst estimate of $8.98. Revenue for the quarter came in at $3.67 billion versus the consensus estimate of $3.71 billion. O'Reilly Automotive sees FY2022 EPS of $31.25-$31.75, versus the consensus of $32.92. O'Reilly Automotive sees FY2022 revenue of $14-14.3 billion, versus the consensus of $14.3 billion.Qualcomm (NASDAQ:QCOM) 3.8% LOWER; reported Q3 EPS of $2.96, $0.07 better than the analyst estimate of $2.89. Revenue for the quarter came in at $10.93 billion versus the consensus estimate of $10.87 billion. Qualcomm sees Q4 2022 EPS of $3.00-$3.30, versus the consensus of $3.23. Qualcomm sees Q4 2022 revenue of $11-11.8 billion, versus the consensus of $11.87 billion.Best Buy Co., Inc. (NYSE:BBY) 2.7% LOWER; lowered Q2 and FY outlook","news_type":1},"isVote":1,"tweetType":1,"viewCount":121,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9909657383,"gmtCreate":1658877032942,"gmtModify":1676536220168,"author":{"id":"3561335246727315","authorId":"3561335246727315","name":"Chriz","avatar":"https://static.tigerbbs.com/8c393b32112334e204b0590fb83bbc7d","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9909657383","repostId":"2254387856","repostType":4,"repost":{"id":"2254387856","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":1658876140,"share":"https://www.laohu8.com/m/news/2254387856?lang=&edition=full","pubTime":"2022-07-27 06:55","market":"us","language":"en","title":"US STOCKS-Indexes Drop As Walmart Profit Warning Spooks Investors","url":"https://stock-news.laohu8.com/highlight/detail?id=2254387856","media":"Reuters","summary":"Walmart cuts profit forecast; news hits retailersMcDonald's up as sales, profit top estimatesCoca-Co","content":"<html><head></head><body><ul><li>Walmart cuts profit forecast; news hits retailers</li><li>McDonald&#39;s up as sales, profit top estimates</li><li>Coca-Cola up on forecast raise</li><li>Indexes: Dow down 0.7%, S&amp;P 500 down 1.2%, Nasdaq down 1.9%</li></ul><p>NEW YORK, July 26 (Reuters) - U.S. stocks ended sharply lower Tuesday as a profit warning by Walmart dragged down retail shares and exceptionally weak consumer confidence data also fueled fears about spending.</p><p>Walmart shares sank 7.6% after the retailer cut its full-year profit forecast late on Monday. Walmart blamed surging prices for food and fuel, and said it needed to cut prices to pare inventories.</p><p>Shares of Target Corp fell 3.6% and Amazon.com Inc dropped 5.2%, while the S&amp;P 500 retail index declined 4.2%.</p><p>On Tuesday, data showed U.S. consumer confidence dropped to nearly a 1-1/2-year low in July amid persistent worries about higher inflation and rising interest rates.</p><p>&#34;The majority of companies that reported today beat (on) earnings, and that&#39;s been the case. But of course there have been some warnings, and that&#39;s what the market is focusing on,&#34; said Peter Cardillo, chief market economist at Spartan Capital Securities in New York.</p><p>Amazon, which said it would raise fees for delivery and streaming service Prime in Europe by up to 43% a year, was the biggest drag on the Nasdaq and S&amp;P 500, while consumer discretionary fell 3.3% and led declines among S&amp;P 500 sectors.</p><p>The Federal Reserve started a two-day meeting, and on Wednesday it is expected to announce a 0.75 percentage point interest rate hike to fight inflation. Investors have worried that aggressive interest rate hikes by the Fed could tip the economy into recession.</p><p>The Dow Jones Industrial Average fell 228.5 points, or 0.71%, to 31,761.54, the S&amp;P 500 lost 45.79 points, or 1.15%, to 3,921.05 and the Nasdaq Composite dropped 220.09 points, or 1.87%, to 11,562.58.</p><p>A busy week for earnings also included reports from Alphabet Inc and Microsoft Corp after the bell.</p><p>Shares of Microsoft were up 5% in after-hours trading while Alphabet was up 5% following the companies&#39; results. Microsoft ended the regular session down 2.7% and Alphabet ended 2.3% lower on the day.</p><p>Investors had been looking to see if this week&#39;s earnings news from mega-cap companies might help the stock market sustain its recent rally.</p><p>Earnings from S&amp;P 500 companies were expected to have risen 6.2% for the second quarter from the year-ago period, according to Refinitiv data.</p><p>Also during the regular session, Coca-Cola Co gained 1.6% after the company raised its full-year revenue forecast. McDonald&#39;s Corp rose 2.7% after beating quarterly expectations.</p><p>3M Co rose 4.9% after the industrial giant said it planned to spin off its healthcare business.read moreGeneral Electric Co gained 4.6% after the industrial conglomerate beat revenue and profit estimates.</p><p>In other outlooks, the International Monetary Fund cut global growth forecasts again.</p><p>Volume on U.S. exchanges was 9.60 billion shares, compared with the 10.93 billion average for the full session over the last 20 trading days.</p><p>Declining issues outnumbered advancing ones on the NYSE by a 1.73-to-1 ratio; on Nasdaq, a 1.72-to-1 ratio favored decliners.</p><p>The S&amp;P 500 posted 1 new 52-week highs and 30 new lows; the Nasdaq Composite recorded 39 new highs and 138 new lows.</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>US STOCKS-Indexes Drop As Walmart Profit Warning Spooks Investors</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\">\nUS STOCKS-Indexes Drop As Walmart Profit Warning Spooks Investors\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1036604489\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/443ce19704621c837795676028cec868);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Reuters </p>\n<p class=\"h-time\">2022-07-27 06:55</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><ul><li>Walmart cuts profit forecast; news hits retailers</li><li>McDonald&#39;s up as sales, profit top estimates</li><li>Coca-Cola up on forecast raise</li><li>Indexes: Dow down 0.7%, S&amp;P 500 down 1.2%, Nasdaq down 1.9%</li></ul><p>NEW YORK, July 26 (Reuters) - U.S. stocks ended sharply lower Tuesday as a profit warning by Walmart dragged down retail shares and exceptionally weak consumer confidence data also fueled fears about spending.</p><p>Walmart shares sank 7.6% after the retailer cut its full-year profit forecast late on Monday. Walmart blamed surging prices for food and fuel, and said it needed to cut prices to pare inventories.</p><p>Shares of Target Corp fell 3.6% and Amazon.com Inc dropped 5.2%, while the S&amp;P 500 retail index declined 4.2%.</p><p>On Tuesday, data showed U.S. consumer confidence dropped to nearly a 1-1/2-year low in July amid persistent worries about higher inflation and rising interest rates.</p><p>&#34;The majority of companies that reported today beat (on) earnings, and that&#39;s been the case. But of course there have been some warnings, and that&#39;s what the market is focusing on,&#34; said Peter Cardillo, chief market economist at Spartan Capital Securities in New York.</p><p>Amazon, which said it would raise fees for delivery and streaming service Prime in Europe by up to 43% a year, was the biggest drag on the Nasdaq and S&amp;P 500, while consumer discretionary fell 3.3% and led declines among S&amp;P 500 sectors.</p><p>The Federal Reserve started a two-day meeting, and on Wednesday it is expected to announce a 0.75 percentage point interest rate hike to fight inflation. Investors have worried that aggressive interest rate hikes by the Fed could tip the economy into recession.</p><p>The Dow Jones Industrial Average fell 228.5 points, or 0.71%, to 31,761.54, the S&amp;P 500 lost 45.79 points, or 1.15%, to 3,921.05 and the Nasdaq Composite dropped 220.09 points, or 1.87%, to 11,562.58.</p><p>A busy week for earnings also included reports from Alphabet Inc and Microsoft Corp after the bell.</p><p>Shares of Microsoft were up 5% in after-hours trading while Alphabet was up 5% following the companies&#39; results. Microsoft ended the regular session down 2.7% and Alphabet ended 2.3% lower on the day.</p><p>Investors had been looking to see if this week&#39;s earnings news from mega-cap companies might help the stock market sustain its recent rally.</p><p>Earnings from S&amp;P 500 companies were expected to have risen 6.2% for the second quarter from the year-ago period, according to Refinitiv data.</p><p>Also during the regular session, Coca-Cola Co gained 1.6% after the company raised its full-year revenue forecast. McDonald&#39;s Corp rose 2.7% after beating quarterly expectations.</p><p>3M Co rose 4.9% after the industrial giant said it planned to spin off its healthcare business.read moreGeneral Electric Co gained 4.6% after the industrial conglomerate beat revenue and profit estimates.</p><p>In other outlooks, the International Monetary Fund cut global growth forecasts again.</p><p>Volume on U.S. exchanges was 9.60 billion shares, compared with the 10.93 billion average for the full session over the last 20 trading days.</p><p>Declining issues outnumbered advancing ones on the NYSE by a 1.73-to-1 ratio; on Nasdaq, a 1.72-to-1 ratio favored decliners.</p><p>The S&amp;P 500 posted 1 new 52-week highs and 30 new lows; the Nasdaq Composite recorded 39 new highs and 138 new lows.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"WMT":"沃尔玛","GOOGL":"谷歌A",".SPX":"S&P 500 Index","MSFT":"微软","GE":"GE航空航天",".IXIC":"NASDAQ Composite","KO":"可口可乐",".DJI":"道琼斯","MMM":"3M","AMZN":"亚马逊","TGT":"塔吉特","MCD":"麦当劳"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2254387856","content_text":"Walmart cuts profit forecast; news hits retailersMcDonald's up as sales, profit top estimatesCoca-Cola up on forecast raiseIndexes: Dow down 0.7%, S&P 500 down 1.2%, Nasdaq down 1.9%NEW YORK, July 26 (Reuters) - U.S. stocks ended sharply lower Tuesday as a profit warning by Walmart dragged down retail shares and exceptionally weak consumer confidence data also fueled fears about spending.Walmart shares sank 7.6% after the retailer cut its full-year profit forecast late on Monday. Walmart blamed surging prices for food and fuel, and said it needed to cut prices to pare inventories.Shares of Target Corp fell 3.6% and Amazon.com Inc dropped 5.2%, while the S&P 500 retail index declined 4.2%.On Tuesday, data showed U.S. consumer confidence dropped to nearly a 1-1/2-year low in July amid persistent worries about higher inflation and rising interest rates.\"The majority of companies that reported today beat (on) earnings, and that's been the case. But of course there have been some warnings, and that's what the market is focusing on,\" said Peter Cardillo, chief market economist at Spartan Capital Securities in New York.Amazon, which said it would raise fees for delivery and streaming service Prime in Europe by up to 43% a year, was the biggest drag on the Nasdaq and S&P 500, while consumer discretionary fell 3.3% and led declines among S&P 500 sectors.The Federal Reserve started a two-day meeting, and on Wednesday it is expected to announce a 0.75 percentage point interest rate hike to fight inflation. Investors have worried that aggressive interest rate hikes by the Fed could tip the economy into recession.The Dow Jones Industrial Average fell 228.5 points, or 0.71%, to 31,761.54, the S&P 500 lost 45.79 points, or 1.15%, to 3,921.05 and the Nasdaq Composite dropped 220.09 points, or 1.87%, to 11,562.58.A busy week for earnings also included reports from Alphabet Inc and Microsoft Corp after the bell.Shares of Microsoft were up 5% in after-hours trading while Alphabet was up 5% following the companies' results. Microsoft ended the regular session down 2.7% and Alphabet ended 2.3% lower on the day.Investors had been looking to see if this week's earnings news from mega-cap companies might help the stock market sustain its recent rally.Earnings from S&P 500 companies were expected to have risen 6.2% for the second quarter from the year-ago period, according to Refinitiv data.Also during the regular session, Coca-Cola Co gained 1.6% after the company raised its full-year revenue forecast. McDonald's Corp rose 2.7% after beating quarterly expectations.3M Co rose 4.9% after the industrial giant said it planned to spin off its healthcare business.read moreGeneral Electric Co gained 4.6% after the industrial conglomerate beat revenue and profit estimates.In other outlooks, the International Monetary Fund cut global growth forecasts again.Volume on U.S. exchanges was 9.60 billion shares, compared with the 10.93 billion average for the full session over the last 20 trading days.Declining issues outnumbered advancing ones on the NYSE by a 1.73-to-1 ratio; on Nasdaq, a 1.72-to-1 ratio favored decliners.The S&P 500 posted 1 new 52-week highs and 30 new lows; the Nasdaq Composite recorded 39 new highs and 138 new lows.","news_type":1},"isVote":1,"tweetType":1,"viewCount":376,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9900928312,"gmtCreate":1658629785736,"gmtModify":1676536184384,"author":{"id":"3561335246727315","authorId":"3561335246727315","name":"Chriz","avatar":"https://static.tigerbbs.com/8c393b32112334e204b0590fb83bbc7d","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9900928312","repostId":"2253092009","repostType":4,"repost":{"id":"2253092009","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":1658625886,"share":"https://www.laohu8.com/m/news/2253092009?lang=&edition=full","pubTime":"2022-07-24 09:24","market":"us","language":"en","title":"There Are Signs Inflation May Have Peaked, but Can It Come Down Fast Enough?","url":"https://stock-news.laohu8.com/highlight/detail?id=2253092009","media":"Dow Jones","summary":"Growing signs that price pressures are easing suggest that June's distressingly high 9.1% increase i","content":"<html><head></head><body><p>Growing signs that price pressures are easing suggest that June&#39;s distressingly high 9.1% increase in consumer prices will probably be the peak. But even if inflation indeed comes down, economists see a slow pace of decline.</p><p>Ed Hyman, chairman of Evercore ISI, pointed to many indicators that 9.1% might have been the top. Gasoline prices have fallen around 10% from their mid-June high point of $5.02 a gallon, according to AAA. Wheat futures prices have fallen by 37% since mid-May and corn futures prices are down 27% from mid-June. The cost of shipping goods from East Asia to the U.S. West Coast is 11.4% lower than a month ago, according to Xeneta, a Norway-based transportation-data and procurement firm.</p><p>Easing price pressures and improvements in backlogs and supplier delivery times in business surveys suggest that supply-chain snarls are unraveling. Mr. Hyman noted that money-supply growth has slowed sharply, evidence that monetary tightening is starting to bite.</p><p>Inflation expectations also fell recently -- an upbeat signal for the Fed, which believes that such expectations influence wage and price-setting behavior and thus actual inflation. The University of Michigan consumer-sentiment survey showed that longer-term inflation expectations slipped from June&#39;s 3.1% reading to 2.8% in late June and early July, matching the average rate during the 20 years before the pandemic.</p><p>Bond investors are less worried about inflation, based on the &#34;break-even inflation rate&#34; -- the difference between the yield on regular five-year Treasury bonds and on inflation-indexed bonds -- which has dropped to 2.67% from an all-time high of 3.59% hit in late March.</p><p>Inflation-based derivatives and bonds are projecting that the annual increase in the CPI will fall to 2.3% in just a year, around the Fed&#39;s 2% target (which uses a different price index), according to the Intercontinental Exchange. Roberto Perli, economist at Piper Sandler, calls such an outcome &#34;optimistic but not totally implausible.&#34; From February through early June, investors thought inflation would still be between 4% and 5% in a year.</p><p>&#34;It&#39;s a step in the right direction, but ultimately, even if June is the peak, we&#39;re still looking at an environment where inflation is too hot,&#34; said Sarah House, senior economist at Wells Fargo, who expects fourth-quarter inflation between 7.5% and 7.8%. &#34;So peak or not, inflation is going to remain painful through the end of the year.&#34;</p><p>And the slower it is to ebb, the larger the likelihood of a damaging downturn, said Brett Ryan, senior U.S. economist at Deutsche Bank.</p><p>Core inflation, which strips out volatile food and energy prices and is considered a better measure of inflation trends, was 5.9% in June, down from a peak of 6.5% in March. But Ms. House and Mr. Ryan both expect core inflation to revive and peak sometime around September, as strong price growth for housing and other services combines with low base comparisons in the 12-month calculation.</p><p>&#34;The more persistent inflation pressures, the higher the Federal Reserve needs [interest rates] to go to address them,&#34; said Mr. Ryan. &#34;That argues for a larger recession risk.&#34;</p><p>Fed Chairman Jerome Powell has said the central bank wants to see clear and convincing evidence that price pressures are subsiding before slowing or suspending rate increases.</p><p>&#34;The moment of truth comes at the end of this year,&#34; said Mr. Hyman. &#34;If the Fed keeps on raising rates, then they&#39;d invert the yield curve. I think that would increase the odds of recession enormously. It would probably also lower inflation, although it also seems to already be slowing, and will probably be even slower by then.&#34;</p><p>Aichi Amemiya, U.S. economist at Nomura, said that though it is too early to call it, his forecast sees June as the peak for the annual measure of overall inflation. However, the month-over-month change in core CPI will be key to watch in coming months, he said. If it slows from June&#39;s pace of 0.7% to 0.3% on a sustained basis by year-end, he expects the Fed to start planning to ease up on rate increases. That, however, will be hard to achieve, said Mr. Amemiya, &#34;which means the Fed will likely continue tightening even after the economy enters a recession.&#34;</p><p>Around the turn of the year, economists were generally confident that inflation would peak in early 2022, as energy prices stabilized and supply-chain pressures eased. Then Russia invaded Ukraine, and energy prices soared. Buzz about  &#34;the peak&#34; crescendoed again when inflation slid to an 8.3% annual rate in April, from 8.5% in March. But gasoline prices flared up again, and gains in food and rent picked up, too.</p><p>There is plenty of potential for another reversal in coming months, said Ms. House.</p><p>&#34;When we look at ongoing core inflation pressures, it wouldn&#39;t take much in the way of a commodities price shock for us to reach another high,&#34; she said, adding that possible examples include an escalation of the Russia-Ukraine conflict, a hurricane that shuts down an oil refinery, or an outage at a key semiconductor or auto plant. &#34;We all hope we&#39;re at the peak. But hope is not really an inflation strategy right now.&#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>There Are Signs Inflation May Have Peaked, but Can It Come Down Fast Enough?</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\">\nThere Are Signs Inflation May Have Peaked, but Can It Come Down Fast Enough?\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\">2022-07-24 09:24</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Growing signs that price pressures are easing suggest that June&#39;s distressingly high 9.1% increase in consumer prices will probably be the peak. But even if inflation indeed comes down, economists see a slow pace of decline.</p><p>Ed Hyman, chairman of Evercore ISI, pointed to many indicators that 9.1% might have been the top. Gasoline prices have fallen around 10% from their mid-June high point of $5.02 a gallon, according to AAA. Wheat futures prices have fallen by 37% since mid-May and corn futures prices are down 27% from mid-June. The cost of shipping goods from East Asia to the U.S. West Coast is 11.4% lower than a month ago, according to Xeneta, a Norway-based transportation-data and procurement firm.</p><p>Easing price pressures and improvements in backlogs and supplier delivery times in business surveys suggest that supply-chain snarls are unraveling. Mr. Hyman noted that money-supply growth has slowed sharply, evidence that monetary tightening is starting to bite.</p><p>Inflation expectations also fell recently -- an upbeat signal for the Fed, which believes that such expectations influence wage and price-setting behavior and thus actual inflation. The University of Michigan consumer-sentiment survey showed that longer-term inflation expectations slipped from June&#39;s 3.1% reading to 2.8% in late June and early July, matching the average rate during the 20 years before the pandemic.</p><p>Bond investors are less worried about inflation, based on the &#34;break-even inflation rate&#34; -- the difference between the yield on regular five-year Treasury bonds and on inflation-indexed bonds -- which has dropped to 2.67% from an all-time high of 3.59% hit in late March.</p><p>Inflation-based derivatives and bonds are projecting that the annual increase in the CPI will fall to 2.3% in just a year, around the Fed&#39;s 2% target (which uses a different price index), according to the Intercontinental Exchange. Roberto Perli, economist at Piper Sandler, calls such an outcome &#34;optimistic but not totally implausible.&#34; From February through early June, investors thought inflation would still be between 4% and 5% in a year.</p><p>&#34;It&#39;s a step in the right direction, but ultimately, even if June is the peak, we&#39;re still looking at an environment where inflation is too hot,&#34; said Sarah House, senior economist at Wells Fargo, who expects fourth-quarter inflation between 7.5% and 7.8%. &#34;So peak or not, inflation is going to remain painful through the end of the year.&#34;</p><p>And the slower it is to ebb, the larger the likelihood of a damaging downturn, said Brett Ryan, senior U.S. economist at Deutsche Bank.</p><p>Core inflation, which strips out volatile food and energy prices and is considered a better measure of inflation trends, was 5.9% in June, down from a peak of 6.5% in March. But Ms. House and Mr. Ryan both expect core inflation to revive and peak sometime around September, as strong price growth for housing and other services combines with low base comparisons in the 12-month calculation.</p><p>&#34;The more persistent inflation pressures, the higher the Federal Reserve needs [interest rates] to go to address them,&#34; said Mr. Ryan. &#34;That argues for a larger recession risk.&#34;</p><p>Fed Chairman Jerome Powell has said the central bank wants to see clear and convincing evidence that price pressures are subsiding before slowing or suspending rate increases.</p><p>&#34;The moment of truth comes at the end of this year,&#34; said Mr. Hyman. &#34;If the Fed keeps on raising rates, then they&#39;d invert the yield curve. I think that would increase the odds of recession enormously. It would probably also lower inflation, although it also seems to already be slowing, and will probably be even slower by then.&#34;</p><p>Aichi Amemiya, U.S. economist at Nomura, said that though it is too early to call it, his forecast sees June as the peak for the annual measure of overall inflation. However, the month-over-month change in core CPI will be key to watch in coming months, he said. If it slows from June&#39;s pace of 0.7% to 0.3% on a sustained basis by year-end, he expects the Fed to start planning to ease up on rate increases. That, however, will be hard to achieve, said Mr. Amemiya, &#34;which means the Fed will likely continue tightening even after the economy enters a recession.&#34;</p><p>Around the turn of the year, economists were generally confident that inflation would peak in early 2022, as energy prices stabilized and supply-chain pressures eased. Then Russia invaded Ukraine, and energy prices soared. Buzz about  &#34;the peak&#34; crescendoed again when inflation slid to an 8.3% annual rate in April, from 8.5% in March. But gasoline prices flared up again, and gains in food and rent picked up, too.</p><p>There is plenty of potential for another reversal in coming months, said Ms. House.</p><p>&#34;When we look at ongoing core inflation pressures, it wouldn&#39;t take much in the way of a commodities price shock for us to reach another high,&#34; she said, adding that possible examples include an escalation of the Russia-Ukraine conflict, a hurricane that shuts down an oil refinery, or an outage at a key semiconductor or auto plant. &#34;We all hope we&#39;re at the peak. But hope is not really an inflation strategy right now.&#34;</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".DJI":"道琼斯",".SPX":"S&P 500 Index",".IXIC":"NASDAQ Composite"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2253092009","content_text":"Growing signs that price pressures are easing suggest that June's distressingly high 9.1% increase in consumer prices will probably be the peak. But even if inflation indeed comes down, economists see a slow pace of decline.Ed Hyman, chairman of Evercore ISI, pointed to many indicators that 9.1% might have been the top. Gasoline prices have fallen around 10% from their mid-June high point of $5.02 a gallon, according to AAA. Wheat futures prices have fallen by 37% since mid-May and corn futures prices are down 27% from mid-June. The cost of shipping goods from East Asia to the U.S. West Coast is 11.4% lower than a month ago, according to Xeneta, a Norway-based transportation-data and procurement firm.Easing price pressures and improvements in backlogs and supplier delivery times in business surveys suggest that supply-chain snarls are unraveling. Mr. Hyman noted that money-supply growth has slowed sharply, evidence that monetary tightening is starting to bite.Inflation expectations also fell recently -- an upbeat signal for the Fed, which believes that such expectations influence wage and price-setting behavior and thus actual inflation. The University of Michigan consumer-sentiment survey showed that longer-term inflation expectations slipped from June's 3.1% reading to 2.8% in late June and early July, matching the average rate during the 20 years before the pandemic.Bond investors are less worried about inflation, based on the \"break-even inflation rate\" -- the difference between the yield on regular five-year Treasury bonds and on inflation-indexed bonds -- which has dropped to 2.67% from an all-time high of 3.59% hit in late March.Inflation-based derivatives and bonds are projecting that the annual increase in the CPI will fall to 2.3% in just a year, around the Fed's 2% target (which uses a different price index), according to the Intercontinental Exchange. Roberto Perli, economist at Piper Sandler, calls such an outcome \"optimistic but not totally implausible.\" From February through early June, investors thought inflation would still be between 4% and 5% in a year.\"It's a step in the right direction, but ultimately, even if June is the peak, we're still looking at an environment where inflation is too hot,\" said Sarah House, senior economist at Wells Fargo, who expects fourth-quarter inflation between 7.5% and 7.8%. \"So peak or not, inflation is going to remain painful through the end of the year.\"And the slower it is to ebb, the larger the likelihood of a damaging downturn, said Brett Ryan, senior U.S. economist at Deutsche Bank.Core inflation, which strips out volatile food and energy prices and is considered a better measure of inflation trends, was 5.9% in June, down from a peak of 6.5% in March. But Ms. House and Mr. Ryan both expect core inflation to revive and peak sometime around September, as strong price growth for housing and other services combines with low base comparisons in the 12-month calculation.\"The more persistent inflation pressures, the higher the Federal Reserve needs [interest rates] to go to address them,\" said Mr. Ryan. \"That argues for a larger recession risk.\"Fed Chairman Jerome Powell has said the central bank wants to see clear and convincing evidence that price pressures are subsiding before slowing or suspending rate increases.\"The moment of truth comes at the end of this year,\" said Mr. Hyman. \"If the Fed keeps on raising rates, then they'd invert the yield curve. I think that would increase the odds of recession enormously. It would probably also lower inflation, although it also seems to already be slowing, and will probably be even slower by then.\"Aichi Amemiya, U.S. economist at Nomura, said that though it is too early to call it, his forecast sees June as the peak for the annual measure of overall inflation. However, the month-over-month change in core CPI will be key to watch in coming months, he said. If it slows from June's pace of 0.7% to 0.3% on a sustained basis by year-end, he expects the Fed to start planning to ease up on rate increases. That, however, will be hard to achieve, said Mr. Amemiya, \"which means the Fed will likely continue tightening even after the economy enters a recession.\"Around the turn of the year, economists were generally confident that inflation would peak in early 2022, as energy prices stabilized and supply-chain pressures eased. Then Russia invaded Ukraine, and energy prices soared. Buzz about  \"the peak\" crescendoed again when inflation slid to an 8.3% annual rate in April, from 8.5% in March. But gasoline prices flared up again, and gains in food and rent picked up, too.There is plenty of potential for another reversal in coming months, said Ms. House.\"When we look at ongoing core inflation pressures, it wouldn't take much in the way of a commodities price shock for us to reach another high,\" she said, adding that possible examples include an escalation of the Russia-Ukraine conflict, a hurricane that shuts down an oil refinery, or an outage at a key semiconductor or auto plant. \"We all hope we're at the peak. But hope is not really an inflation strategy right now.\"","news_type":1},"isVote":1,"tweetType":1,"viewCount":68,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9077643085,"gmtCreate":1658526922747,"gmtModify":1676536170267,"author":{"id":"3561335246727315","authorId":"3561335246727315","name":"Chriz","avatar":"https://static.tigerbbs.com/8c393b32112334e204b0590fb83bbc7d","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9077643085","repostId":"2253825034","repostType":4,"repost":{"id":"2253825034","pubTimestamp":1658492942,"share":"https://www.laohu8.com/m/news/2253825034?lang=&edition=full","pubTime":"2022-07-22 20:29","market":"us","language":"en","title":"Sea Limited: Cautious Approach Into Upcoming Earnings","url":"https://stock-news.laohu8.com/highlight/detail?id=2253825034","media":"Seekingalpha","summary":"SummarySea Limited reported a strong start to the year with Q1 revenue and adjusted EBITDA losses co","content":"<html><head></head><body><p><b>Summary</b></p><ul><li>Sea Limited reported a strong start to the year with Q1 revenue and adjusted EBITDA losses coming in ahead of expectations.</li><li>Challenging macro environment caused management to reduce their E-Commerce segment revenue guidance.</li><li>The macro environment continues to remain challenged, especially in the Asia-Pacific region where Sea Limited has significant exposure.</li><li>Investors should use some caution heading into Q2 earnings given the ongoing challenging macro environment including high inflation causing potential slowdown in consumer spending.</li></ul><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/1aba4b262e32def27011fb88083553dc\" tg-width=\"1080\" tg-height=\"900\" width=\"100%\" height=\"auto\"/><span>SIphotography/iStock via Getty Images</span></p><p>Sea Limited (NYSE:SE) has seen its stock be pushed down over 60% so far this year as investors quickly rotated out of risky assets. Driven by higher interest rates and fears around a possible recession, among other factors, themarket has not been kind to fast-growth companies that currently fail to show profitability metrics.</p><p>While I do believe there remains a lot of optimism around the company&#39;s long-term outlook, investors should be a little cautious heading into the Q2 earnings report next month.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/1e7583d3fb156c8af9b4075626de4226\" tg-width=\"635\" tg-height=\"417\" width=\"100%\" height=\"auto\"/><span>Data by YCharts</span></p><p>Just last quarter,management called out a slowdown in its user engagement within the Digital Entertainment segment as well as challenging E-Commerce segment revenue comparisons.</p><p>Higher interest rates seen around the world combined with fears around a potential recession may cause consumers to shift the spending habits to be more conservative, thus potentially placing more pressure on spending trends.</p><p>In addition, in Q1 the company lowered their guidance for E-Commerce revenue, calling out a challenging macro environment in Asia-Pacific. Since the company reported earnings, not a lot has changed in the macro environment that would make investors more positive into the quarter.</p><p>Plus, valuation still remains somewhat expensive at over 3x 2022 revenue and over 2x 2023 revenue. Compared to other software companies, valuation is not expensive. However, Sea Limited&#39;s revenue streams are not as recurring as software revenue and the company continues to hemorrhage money each quarter.</p><p>For now, I believe investors should use more caution heading into Q2 earnings, though I continue to believe the long-term outlook for the company remains positive once we move past the current challenging economic conditions.</p><p><b>Brief Financial Review</b></p><p>Back in mid-May, the company reported revenue growth of 64% yoy to $2.9 billion, which beat consensus estimates by $40 million. Though there still remains a lot of runway left in profitability, gross margins improved to 40.4% (from 36.6% in the year-ago period) and adjusted EBITDA loss was $510 million, though beat expectations for a near $600 million loss.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/e5572514625d6265a9f9b1c7f7e7e774\" tg-width=\"555\" tg-height=\"531\" width=\"100%\" height=\"auto\"/><span>Sea Limited</span></p><p><b>Cautious Into Upcoming Earnings</b></p><p>With the company reporting earrings next month, I believe investors should remain cautious heading into the print. With the company already having acknowledging a slowdown in user engagement and E-Commerce segment revenue trends facing difficult comparisons, the company may start to report more normalized growth trends, which could disappoint</p><p>During Q1, Digital Entertainment segment revenue grew 45% yoy,management acknowledged a slowdown in user engagement as quarterly active users declined 5% yoy and quarterly paying were declined 23% yoy.</p><blockquote><i>While Garena experienced headwinds in its growth post-COVID, we saw some preliminary positive effects from our efforts to improve user engagement in Free Fire. In particular, the monthly user trends for Free Fire began to show some early signs of stabilizing toward the end of the first quarter. While this is encouraging, the longer-term impact of reopening around Free Fire remains to be seen and we will continue to focus on user engagement and user base stabilization.</i></blockquote><p>User engagement trends can move around quarter to quarter, though with the company already acknowledging a potential, there appears to be some underlying risk that user engagement remains weak.</p><p>And while this is not a perfect correlation,The NPD Group is projecting video game spending to decline 9% yoy during 2022. Yes, this chart only analyzes the US video game market, though global video game trends tend to move in similar patterns, thus potential weakness in the US may be seen elsewhere in the world.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/f31ce0e699f5a917f6014ed2d9ef025e\" tg-width=\"640\" tg-height=\"318\" width=\"100%\" height=\"auto\"/><span>The NPD Group</span></p><blockquote>Some of the drivers of the decline include the return of experiential spending, higher prices in everyday spending categories such as food and fuel, the uncertain supply of video game console hardware and certain accessories such as gamepads, and a lighter release slate of games, among others.</blockquote><blockquote>The surge in video game players and engagement the market experienced during 2020 and 2021 has leveled off, and we are now seeing more entertainment opportunities emerge that compete for consumer attention and, of course, dollars.</blockquote><blockquote>In hardware, the video game console market has yet to reflect normalized demand given ongoing supply constraints, particularly on new generation systems such as the PlayStation 5 and the Xbox Series X. This is not likely to change throughout 2022 and will lead to continued uncertainty for the market.</blockquote><p>Higher inflation has been an issue throughout the world and with the cost of everyday items going up, consumers may be spending less time and money on their mobile/video games.</p><p>On top of the potential slowdown in the Digital Entertainment segment, E-Commerce segment is starting to face more difficult comparisons, thus we could see a slowdown in growth.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/2dd835de41764a6feba365420ce15cbd\" tg-width=\"389\" tg-height=\"475\" width=\"100%\" height=\"auto\"/><span>Sea Limited</span></p><p>The chart above does a good job depicting the significant sequential growth patterns seen in the E-Commerce segment, and the yoy trends clearly benefited from the pandemic with consumers shifting their spend to online channels.</p><p>Back in Q1-2021, E-Commerce segment revenue growth was 250% yoy, Q2-2021 was 161% yoy, Q3-2021 was 134% yoy, Q4-2021 was 89% yoy, and this past quarter was 64% yoy. These trends show that the comparison from the year ago period is still very challenging.</p><p>On top of that, consumers are faced with high inflationary pressures across most retail categories. Combined with the fears of a potential recession, consumers may start to pull back on their discretionary spending patterns, thus further putting downward pressure on the E-Commerce growth rate.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/7f436034c7518aa1af1fbb5daab46bfb\" tg-width=\"640\" tg-height=\"156\" width=\"100%\" height=\"auto\"/><span>Sea Limited</span></p><p>After reporting Q1, the company also downward revised their E-Commerce revenue expectations, now expecting revenue of $8.5-9.1 billion, down from the prior guidance of $8.9-9.1 billion. While the top-end of the guidance range was reiterated, the wider and lower range takes into account the uncertainties around the global macro-environment, specifically around the Asia-Pacific region.</p><p>Since the company reported earnings in mid-May, the macro-environment has certainly not improved, with interest rates continuing to rise, inflation reaching record levels around the world, and the Asia-Pacific region remained constrained by COVID-restrictions.</p><p>Given all of these moving parts, it would not be shocking to see the company lower their E-Commerce segment revenue guidance again, which I believe would push the stock even lower and cause negative sentiment to persist.</p><p><b>Valuation</b></p><p>With the stock remaining down over 60% so far this year, the stock has actually been up almost 5% since the company reported Q1 earnings. I believe part of this positive performance was related to the company posting better profitability than expected and some optimism around recovery.</p><p>However, I believe there remains a lot of negative macro impacts that can cause the stock to be weak. If they were to miss E-Commerce revenue expectations or make additional commentary around user engagement slowing down, investors may be quick to sell the news.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/c312ca9da70e61d3e90011d296f739a8\" tg-width=\"635\" tg-height=\"417\" width=\"100%\" height=\"auto\"/><span>Data by YCharts</span></p><p>The stock has a current market cap of ~$46.7 billion and net cash of ~$8.5 billion, resulting in an enterprise value of ~$38.2 billion.</p><p>Since the company reported Q1 earnings in mid-May, consensus estimates for 2023 revenue has moved down from $18 billion to $17 billion, largely resulting from the company noting potentially lower E-Commerce revenue driven by the challenged macroeconomic environment.</p><p>However, I believe there continues to be downside risk to consensus estimates given the ongoing macro challenges around the world. Factors such as high inflation, difficult E-Commerce comparisons, potential slowdown in video game engagement/spending, and fears around a recession may cause many companies to lower expectations heading into the second half of the year.</p><p>For comparison, if 2022 revenue ends up closer to $12.5 billion, this would imply a 2022 revenue multiple of over 3x. And if growth further decelerates in 2023 and we end up with $16 billion of revenue, then valuation is still over 2x 2023 revenue.</p><p>Yes, this is not an overly expensive multiple to pay, but investors must balance the risk/reward of investing in a fast-growth company that is facing growth deceleration on top of ongoing adjusted EBITDA losses.</p><p>While I am a long-term bull in the company, I do believe we could see some volatility in upcoming months given the difficult macro environment we are currently living in. Caution into the Q2 earnings report is warranted, and if the company is able to execute well, then long-term shareholders will surely be rewarded.</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>Sea Limited: Cautious Approach Into Upcoming Earnings</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nSea Limited: Cautious Approach Into Upcoming Earnings\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-07-22 20:29 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4525085-sea-limited-cautious-approach-upcoming-earnings><strong>Seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummarySea Limited reported a strong start to the year with Q1 revenue and adjusted EBITDA losses coming in ahead of expectations.Challenging macro environment caused management to reduce their E-...</p>\n\n<a href=\"https://seekingalpha.com/article/4525085-sea-limited-cautious-approach-upcoming-earnings\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"SE":"Sea Ltd"},"source_url":"https://seekingalpha.com/article/4525085-sea-limited-cautious-approach-upcoming-earnings","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"2253825034","content_text":"SummarySea Limited reported a strong start to the year with Q1 revenue and adjusted EBITDA losses coming in ahead of expectations.Challenging macro environment caused management to reduce their E-Commerce segment revenue guidance.The macro environment continues to remain challenged, especially in the Asia-Pacific region where Sea Limited has significant exposure.Investors should use some caution heading into Q2 earnings given the ongoing challenging macro environment including high inflation causing potential slowdown in consumer spending.SIphotography/iStock via Getty ImagesSea Limited (NYSE:SE) has seen its stock be pushed down over 60% so far this year as investors quickly rotated out of risky assets. Driven by higher interest rates and fears around a possible recession, among other factors, themarket has not been kind to fast-growth companies that currently fail to show profitability metrics.While I do believe there remains a lot of optimism around the company's long-term outlook, investors should be a little cautious heading into the Q2 earnings report next month.Data by YChartsJust last quarter,management called out a slowdown in its user engagement within the Digital Entertainment segment as well as challenging E-Commerce segment revenue comparisons.Higher interest rates seen around the world combined with fears around a potential recession may cause consumers to shift the spending habits to be more conservative, thus potentially placing more pressure on spending trends.In addition, in Q1 the company lowered their guidance for E-Commerce revenue, calling out a challenging macro environment in Asia-Pacific. Since the company reported earnings, not a lot has changed in the macro environment that would make investors more positive into the quarter.Plus, valuation still remains somewhat expensive at over 3x 2022 revenue and over 2x 2023 revenue. Compared to other software companies, valuation is not expensive. However, Sea Limited's revenue streams are not as recurring as software revenue and the company continues to hemorrhage money each quarter.For now, I believe investors should use more caution heading into Q2 earnings, though I continue to believe the long-term outlook for the company remains positive once we move past the current challenging economic conditions.Brief Financial ReviewBack in mid-May, the company reported revenue growth of 64% yoy to $2.9 billion, which beat consensus estimates by $40 million. Though there still remains a lot of runway left in profitability, gross margins improved to 40.4% (from 36.6% in the year-ago period) and adjusted EBITDA loss was $510 million, though beat expectations for a near $600 million loss.Sea LimitedCautious Into Upcoming EarningsWith the company reporting earrings next month, I believe investors should remain cautious heading into the print. With the company already having acknowledging a slowdown in user engagement and E-Commerce segment revenue trends facing difficult comparisons, the company may start to report more normalized growth trends, which could disappointDuring Q1, Digital Entertainment segment revenue grew 45% yoy,management acknowledged a slowdown in user engagement as quarterly active users declined 5% yoy and quarterly paying were declined 23% yoy.While Garena experienced headwinds in its growth post-COVID, we saw some preliminary positive effects from our efforts to improve user engagement in Free Fire. In particular, the monthly user trends for Free Fire began to show some early signs of stabilizing toward the end of the first quarter. While this is encouraging, the longer-term impact of reopening around Free Fire remains to be seen and we will continue to focus on user engagement and user base stabilization.User engagement trends can move around quarter to quarter, though with the company already acknowledging a potential, there appears to be some underlying risk that user engagement remains weak.And while this is not a perfect correlation,The NPD Group is projecting video game spending to decline 9% yoy during 2022. Yes, this chart only analyzes the US video game market, though global video game trends tend to move in similar patterns, thus potential weakness in the US may be seen elsewhere in the world.The NPD GroupSome of the drivers of the decline include the return of experiential spending, higher prices in everyday spending categories such as food and fuel, the uncertain supply of video game console hardware and certain accessories such as gamepads, and a lighter release slate of games, among others.The surge in video game players and engagement the market experienced during 2020 and 2021 has leveled off, and we are now seeing more entertainment opportunities emerge that compete for consumer attention and, of course, dollars.In hardware, the video game console market has yet to reflect normalized demand given ongoing supply constraints, particularly on new generation systems such as the PlayStation 5 and the Xbox Series X. This is not likely to change throughout 2022 and will lead to continued uncertainty for the market.Higher inflation has been an issue throughout the world and with the cost of everyday items going up, consumers may be spending less time and money on their mobile/video games.On top of the potential slowdown in the Digital Entertainment segment, E-Commerce segment is starting to face more difficult comparisons, thus we could see a slowdown in growth.Sea LimitedThe chart above does a good job depicting the significant sequential growth patterns seen in the E-Commerce segment, and the yoy trends clearly benefited from the pandemic with consumers shifting their spend to online channels.Back in Q1-2021, E-Commerce segment revenue growth was 250% yoy, Q2-2021 was 161% yoy, Q3-2021 was 134% yoy, Q4-2021 was 89% yoy, and this past quarter was 64% yoy. These trends show that the comparison from the year ago period is still very challenging.On top of that, consumers are faced with high inflationary pressures across most retail categories. Combined with the fears of a potential recession, consumers may start to pull back on their discretionary spending patterns, thus further putting downward pressure on the E-Commerce growth rate.Sea LimitedAfter reporting Q1, the company also downward revised their E-Commerce revenue expectations, now expecting revenue of $8.5-9.1 billion, down from the prior guidance of $8.9-9.1 billion. While the top-end of the guidance range was reiterated, the wider and lower range takes into account the uncertainties around the global macro-environment, specifically around the Asia-Pacific region.Since the company reported earnings in mid-May, the macro-environment has certainly not improved, with interest rates continuing to rise, inflation reaching record levels around the world, and the Asia-Pacific region remained constrained by COVID-restrictions.Given all of these moving parts, it would not be shocking to see the company lower their E-Commerce segment revenue guidance again, which I believe would push the stock even lower and cause negative sentiment to persist.ValuationWith the stock remaining down over 60% so far this year, the stock has actually been up almost 5% since the company reported Q1 earnings. I believe part of this positive performance was related to the company posting better profitability than expected and some optimism around recovery.However, I believe there remains a lot of negative macro impacts that can cause the stock to be weak. If they were to miss E-Commerce revenue expectations or make additional commentary around user engagement slowing down, investors may be quick to sell the news.Data by YChartsThe stock has a current market cap of ~$46.7 billion and net cash of ~$8.5 billion, resulting in an enterprise value of ~$38.2 billion.Since the company reported Q1 earnings in mid-May, consensus estimates for 2023 revenue has moved down from $18 billion to $17 billion, largely resulting from the company noting potentially lower E-Commerce revenue driven by the challenged macroeconomic environment.However, I believe there continues to be downside risk to consensus estimates given the ongoing macro challenges around the world. Factors such as high inflation, difficult E-Commerce comparisons, potential slowdown in video game engagement/spending, and fears around a recession may cause many companies to lower expectations heading into the second half of the year.For comparison, if 2022 revenue ends up closer to $12.5 billion, this would imply a 2022 revenue multiple of over 3x. And if growth further decelerates in 2023 and we end up with $16 billion of revenue, then valuation is still over 2x 2023 revenue.Yes, this is not an overly expensive multiple to pay, but investors must balance the risk/reward of investing in a fast-growth company that is facing growth deceleration on top of ongoing adjusted EBITDA losses.While I am a long-term bull in the company, I do believe we could see some volatility in upcoming months given the difficult macro environment we are currently living in. Caution into the Q2 earnings report is warranted, and if the company is able to execute well, then long-term shareholders will surely be rewarded.","news_type":1},"isVote":1,"tweetType":1,"viewCount":11,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9077154432,"gmtCreate":1658475693826,"gmtModify":1676536165268,"author":{"id":"3561335246727315","authorId":"3561335246727315","name":"Chriz","avatar":"https://static.tigerbbs.com/8c393b32112334e204b0590fb83bbc7d","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9077154432","repostId":"1178551858","repostType":4,"repost":{"id":"1178551858","pubTimestamp":1658472129,"share":"https://www.laohu8.com/m/news/1178551858?lang=&edition=full","pubTime":"2022-07-22 14:42","market":"us","language":"en","title":"Buy The Dip: 3 REITs Getting Way Too Cheap","url":"https://stock-news.laohu8.com/highlight/detail?id=1178551858","media":"Seeking Alpha","summary":"SummaryREITs are today the cheapest in years.Discounts to NAV are significant even for high-quality ","content":"<html><head></head><body><p><b>Summary</b></p><ul><li>REITs are today the cheapest in years.</li><li>Discounts to NAV are significant even for high-quality REITs.</li><li>We highlight 3 REITs trading at large discounts that we are buying.</li></ul><p>Right now, REITs are historically undervalued, trading at an average 10% discount to net asset value (&#39;NAV&#39;):</p><p><img src=\"https://static.tigerbbs.com/ca37e13029ce47e3cf58684ef22cc04d\" tg-width=\"640\" tg-height=\"165\" referrerpolicy=\"no-referrer\"/></p><p>GreenStreetAdvisors</p><p>This is based on the conservatively calculated NAV estimates of GreenStreetAdvisors, which is the leading institutional-quality REIT research firm in the world.</p><p>If you used the NAV estimates of regular analysts who follow REITs, the average discount to NAV would expand closer to 20% and it is not uncommon to find even high-quality REITs trading at greater than 30% discounts.</p><p>That&#39;s exactly what we look for at &#39;High Yield Landlord&#39;.</p><p>We want to buy good real estate that&#39;s professionally managed, diversified, and liquid at a steep discount to fair value. You don&#39;t need to be a rocket scientist to understand that such investments will likely generate attractive returns over time.</p><p>REITs (VNQ) always eventually recover and return to slight premiums to NAV, which is where they should be given that they are essentially liquid real estate.</p><p><img src=\"https://static.tigerbbs.com/adbb34104520a1699ba05857305aee45\" tg-width=\"640\" tg-height=\"324\" referrerpolicy=\"no-referrer\"/></p><p>NAREIT</p><p>Today, we are fortunate to have the opportunity to accumulate REITs at exceptionally low prices and we will continue to do so, week after week, with small gradual additions to our favorite holdings.</p><p>In what follows, we highlight 3 of our recent purchases:</p><p><b>Clipper Realty (CLPR)</b></p><p>Based on Price-to-NAV, Clipper Realty is the cheapest of all apartment REITs in the USA. After the recent drop to $8.5 per share, it is now priced at a near 50% discount to the estimated fair value of its properties.</p><p>It is so cheap because it is a small-cap that&#39;s overlooked by most investors and also because it is mainly invested in New York City, which is currently out of favor. Its biggest property, the Flatbush gardens located in Brooklyn, is probably also a cause for concern to some investors due to its troubled history.</p><p>I also shared a healthy dose of skepticism regarding the Flatbush Gardens. Looking at pictures online and reading reviews, it seems like these are the type of properties that you would soon tear down and rebuild, at least here in Europe.</p><p>To get a better feel for the properties, I recently flew to NYC to tour them and my impressions were very positive.</p><p>In short, my concerns weren&#39;t really warranted. These are good assets and it also explains why CLPR was able to get a large loan with attractive terms, secured by these assets. They were built as public housing and this side of Brooklyn is not exactly prime real estate, but they provide affordable housing that&#39;s badly needed.</p><p>I also visited CLPR&#39;s other major assets in Brooklyn and Manhattan and I liked what I saw. Here are some pictures:</p><p>Today, rents are soaring in NYC as the city continues to recover from the pandemic, and these properties are directly benefiting from it. Occupancy rates are now reaching a point that will allow CLPR to push for large rent hikes in the coming quarters. Local real estate agents have described the NYC rental market as &#34;red hot&#34; with 20%+ rent hikes becoming the norm.</p><p>Yet, the company is priced at a 50% discount to NAV. A local private equity real estate investor who knows the market&#39;s ins and outs recently highlighted CLPR as the best way to invest in NYC real estate<i>.</i></p><p>The company&#39;s biggest shareholder is the management, and they bought back a lot of shares during the pandemic. We think that buybacks will soon resume if the share price remains so low. We expect 50%+ upside and while you wait, you earn a near 5% dividend yield.</p><p><b>Whitestone REIT (WSR)</b></p><p>Whitestone REIT has a very simple investment case.</p><p>The REIT owns highly desirable assets, but it has historically been discounted due to its management, which was conflicted and overpaid.</p><p>The REIT finally resolved these issues earlier this year after firing its CEO and hiring a new management team that&#39;s laser-focused on creating shareholder value.</p><p>The share price rapidly began to rise, but as the market began its dip, WSR gave up nearly all of its gains.</p><p>As a result, it is now still priced at just 10x FFO and an estimated 30% discount to NAV, and that&#39;s despite having guided for 15%+ FFO per share growth in 2022.</p><p>The REIT owns strip centers that focus on essential services which are largely e-commerce-, inflation-, and recession-proof. Their rents are growing rapidly because its properties are almost entirely located in growing sunbelt markets like Phoenix, Arizona, and Austin, Texas:</p><p>As we explain in our investment thesis, WSR really deserves to trade at around 15x FFO given its rapid growth prospects and improved management.</p><p>This means that the shares have ~50% upside potential and while you wait, you earn a near-5% dividend yield.</p><p><b>Macerich (MAC)</b></p><p>Macerich is the owner of the highest-quality mall portfolio in the USA.</p><p>Malls are perceived to suffer from the growth of e-commerce and they are also perceived to be cyclical assets that suffer from recessions. Adding more fuel to the fire, MAC is heavily leveraged, leaving little room for error.</p><p>Nonetheless, we are bullish and like the risk-to-reward of the company.</p><p>In short, we disagree with the common wisdom, and actually believe that e-commerce will benefit Class A malls in the long run. That&#39;s because it is leading to market consolidation with the lowest quality malls dying and the strongest malls getting stronger. Moreover, increasingly many retailers are consolidating their shops to the best malls as they adapt to the new omnichannel world. Finally, even digital native retailers are now opening new stores at Class A malls as it helps them increase sales, reduce costs, solve logistical issues, and boost brand recognition:</p><p>Malls are somewhat cyclical, but the highest quality malls are not as cyclical as implied by MAC&#39;s recent share price performance. Priced at less than 5x FFO, a ~70% discount to NAV, and offering a 6.5% dividend yield, we like the risk-to-reward as part of a well-diversified REIT portfolio.</p><p>The primary risk remains the balance sheet, but MAC has done a good job at mitigating this risk over the past year, and it is focused on paying down debt with its retained cash flow.</p><p><b>Bottom Line</b></p><p>Volatility creates opportunity.</p><p>We shouldn&#39;t fear it. We should welcome it.</p><p>Sure, it may not feel nice to stare at a screen full of red color, but if you want to earn market-beating long-term returns, you need to become comfortable with volatility.</p><p>It leads to market inefficiencies and serves us bargains, which will ultimately lead to larger gains in the long run.</p><p>I like to regularly remind our members that our portfolio dropped by over 50% at the worst point of the pandemic, and despite that, our portfolio is today trading at near all-time highs.</p><p>That&#39;s because we were able to take advantage of the volatility and made highly profitable investments when others were fearful.</p><p>Today, the volatility is not quite as significant, but opportunities remain abundant and we continue to slowly accumulate larger positions in our favorite positions.</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>Buy The Dip: 3 REITs Getting Way Too Cheap</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\">\nBuy The Dip: 3 REITs Getting Way Too Cheap\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-07-22 14:42 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4524536-buy-the-dip-3-reits-getting-way-too-cheap><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryREITs are today the cheapest in years.Discounts to NAV are significant even for high-quality REITs.We highlight 3 REITs trading at large discounts that we are buying.Right now, REITs are ...</p>\n\n<a href=\"https://seekingalpha.com/article/4524536-buy-the-dip-3-reits-getting-way-too-cheap\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"CLPR":"Clipper Realty Inc.","WSR":"Whitestone REIT","MAC":"马塞里奇房产"},"source_url":"https://seekingalpha.com/article/4524536-buy-the-dip-3-reits-getting-way-too-cheap","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1178551858","content_text":"SummaryREITs are today the cheapest in years.Discounts to NAV are significant even for high-quality REITs.We highlight 3 REITs trading at large discounts that we are buying.Right now, REITs are historically undervalued, trading at an average 10% discount to net asset value ('NAV'):GreenStreetAdvisorsThis is based on the conservatively calculated NAV estimates of GreenStreetAdvisors, which is the leading institutional-quality REIT research firm in the world.If you used the NAV estimates of regular analysts who follow REITs, the average discount to NAV would expand closer to 20% and it is not uncommon to find even high-quality REITs trading at greater than 30% discounts.That's exactly what we look for at 'High Yield Landlord'.We want to buy good real estate that's professionally managed, diversified, and liquid at a steep discount to fair value. You don't need to be a rocket scientist to understand that such investments will likely generate attractive returns over time.REITs (VNQ) always eventually recover and return to slight premiums to NAV, which is where they should be given that they are essentially liquid real estate.NAREITToday, we are fortunate to have the opportunity to accumulate REITs at exceptionally low prices and we will continue to do so, week after week, with small gradual additions to our favorite holdings.In what follows, we highlight 3 of our recent purchases:Clipper Realty (CLPR)Based on Price-to-NAV, Clipper Realty is the cheapest of all apartment REITs in the USA. After the recent drop to $8.5 per share, it is now priced at a near 50% discount to the estimated fair value of its properties.It is so cheap because it is a small-cap that's overlooked by most investors and also because it is mainly invested in New York City, which is currently out of favor. Its biggest property, the Flatbush gardens located in Brooklyn, is probably also a cause for concern to some investors due to its troubled history.I also shared a healthy dose of skepticism regarding the Flatbush Gardens. Looking at pictures online and reading reviews, it seems like these are the type of properties that you would soon tear down and rebuild, at least here in Europe.To get a better feel for the properties, I recently flew to NYC to tour them and my impressions were very positive.In short, my concerns weren't really warranted. These are good assets and it also explains why CLPR was able to get a large loan with attractive terms, secured by these assets. They were built as public housing and this side of Brooklyn is not exactly prime real estate, but they provide affordable housing that's badly needed.I also visited CLPR's other major assets in Brooklyn and Manhattan and I liked what I saw. Here are some pictures:Today, rents are soaring in NYC as the city continues to recover from the pandemic, and these properties are directly benefiting from it. Occupancy rates are now reaching a point that will allow CLPR to push for large rent hikes in the coming quarters. Local real estate agents have described the NYC rental market as \"red hot\" with 20%+ rent hikes becoming the norm.Yet, the company is priced at a 50% discount to NAV. A local private equity real estate investor who knows the market's ins and outs recently highlighted CLPR as the best way to invest in NYC real estate.The company's biggest shareholder is the management, and they bought back a lot of shares during the pandemic. We think that buybacks will soon resume if the share price remains so low. We expect 50%+ upside and while you wait, you earn a near 5% dividend yield.Whitestone REIT (WSR)Whitestone REIT has a very simple investment case.The REIT owns highly desirable assets, but it has historically been discounted due to its management, which was conflicted and overpaid.The REIT finally resolved these issues earlier this year after firing its CEO and hiring a new management team that's laser-focused on creating shareholder value.The share price rapidly began to rise, but as the market began its dip, WSR gave up nearly all of its gains.As a result, it is now still priced at just 10x FFO and an estimated 30% discount to NAV, and that's despite having guided for 15%+ FFO per share growth in 2022.The REIT owns strip centers that focus on essential services which are largely e-commerce-, inflation-, and recession-proof. Their rents are growing rapidly because its properties are almost entirely located in growing sunbelt markets like Phoenix, Arizona, and Austin, Texas:As we explain in our investment thesis, WSR really deserves to trade at around 15x FFO given its rapid growth prospects and improved management.This means that the shares have ~50% upside potential and while you wait, you earn a near-5% dividend yield.Macerich (MAC)Macerich is the owner of the highest-quality mall portfolio in the USA.Malls are perceived to suffer from the growth of e-commerce and they are also perceived to be cyclical assets that suffer from recessions. Adding more fuel to the fire, MAC is heavily leveraged, leaving little room for error.Nonetheless, we are bullish and like the risk-to-reward of the company.In short, we disagree with the common wisdom, and actually believe that e-commerce will benefit Class A malls in the long run. That's because it is leading to market consolidation with the lowest quality malls dying and the strongest malls getting stronger. Moreover, increasingly many retailers are consolidating their shops to the best malls as they adapt to the new omnichannel world. Finally, even digital native retailers are now opening new stores at Class A malls as it helps them increase sales, reduce costs, solve logistical issues, and boost brand recognition:Malls are somewhat cyclical, but the highest quality malls are not as cyclical as implied by MAC's recent share price performance. Priced at less than 5x FFO, a ~70% discount to NAV, and offering a 6.5% dividend yield, we like the risk-to-reward as part of a well-diversified REIT portfolio.The primary risk remains the balance sheet, but MAC has done a good job at mitigating this risk over the past year, and it is focused on paying down debt with its retained cash flow.Bottom LineVolatility creates opportunity.We shouldn't fear it. We should welcome it.Sure, it may not feel nice to stare at a screen full of red color, but if you want to earn market-beating long-term returns, you need to become comfortable with volatility.It leads to market inefficiencies and serves us bargains, which will ultimately lead to larger gains in the long run.I like to regularly remind our members that our portfolio dropped by over 50% at the worst point of the pandemic, and despite that, our portfolio is today trading at near all-time highs.That's because we were able to take advantage of the volatility and made highly profitable investments when others were fearful.Today, the volatility is not quite as significant, but opportunities remain abundant and we continue to slowly accumulate larger positions in our favorite positions.","news_type":1},"isVote":1,"tweetType":1,"viewCount":148,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9074682867,"gmtCreate":1658359042859,"gmtModify":1676536144740,"author":{"id":"3561335246727315","authorId":"3561335246727315","name":"Chriz","avatar":"https://static.tigerbbs.com/8c393b32112334e204b0590fb83bbc7d","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9074682867","repostId":"1146734237","repostType":4,"repost":{"id":"1146734237","pubTimestamp":1658416042,"share":"https://www.laohu8.com/m/news/1146734237?lang=&edition=full","pubTime":"2022-07-21 23:07","market":"us","language":"en","title":"Palantir Q2'22 Preview: What Investors Can Expect","url":"https://stock-news.laohu8.com/highlight/detail?id=1146734237","media":"seekingalpha","summary":"SummaryPalantir will report its second quarter in three weeks.Recent contract wins could reignite go","content":"<html><head></head><body><p><b>Summary</b></p><ul><li>Palantir will report its second quarter in three weeks.</li><li>Recent contract wins could reignite government-sourced revenue growth going forward.</li><li>Most important figures for Q2&#39;22 will be Palantir’s customer monetization rate and customer net-adds, especially in the commercial business.</li></ul><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/1337a14721b40a7c4630848fd86793c9\" tg-width=\"1080\" tg-height=\"727\" referrerpolicy=\"no-referrer\"/><span>Michael Vi</span></p><p>In less than a month Palantir (NYSE:PLTR) will submit its earnings card for the second-quarter, which, if the company executed well against its growth targets, could potentially be a catalyst for a the initiation of a new up-leg inshares of Palantir. I last covered Palantir in June While I expect Palantir’s second-quarter revenues to slightly exceed the firm’s Q2’22 guidance, the company will likely have made further progress regarding its customer monetization rate, especially in the commercial business where all of the firm’s momentum is right now. I believe Palantir will submit a solid earnings card in August and the firm could sail past low earnings expectations.</p><p><b>Palantir’s Q2’22: Guidance versus expectations</b></p><p>For the second-quarter, Palantir has said it expects to see base case revenues of $470M and adjusted operating margins of 20%. The revenue guidance implies 5.3% quarter over quarter growth, but revenues could come in better than expected if the company on-boarded a good amount of new paying clients in the commercial business. I anticipate revenues between $470-475M as the second-quarter likely saw improving customer monetization as well as a decent number of customer net-adds.</p><p>Regarding adjusted operating margins, Palantir historically submitted margin expectations that were low relative to actual results. In Q1’22, Palantir guided for Q2’22 adjusted operating margins of 23% while actual margins were 26% and FY 2021 guidance regarding margins was also conservative. For this reason, I expect Palantir to report slightly better adjusted operating margins, between 22-24% for Q2’22, in part because I expect strong net retention rates as well as continual increases in customer product spend.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/ae0d8c2bc654db934a8c0659f605d0ee\" tg-width=\"968\" tg-height=\"457\" referrerpolicy=\"no-referrer\"/><span>Palantir</span></p><p><b>Customer monetization could make a difference for Palantir</b></p><p>While new customer net-adds are an important way to broaden its revenue base, it is key for Palantir to optimize revenue generation from its existing client book.</p><p>Palantir’s commercial revenue growth accelerated for the fifth straight quarter in Q1’22 and the firm added 37 net new customers in this segment, after tripling the commercial customer count in FY 2021. Palantir serviced 184 commercial customers at the end of Q1’22, showing 207% year over year growth. Across Palantir’s government and commercial businesses, the company had 40 customer net-adds in Q’22 and this momentum is likely to have persisted in the second-quarter.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/36d0079b19aac177847fce51c57c44ed\" tg-width=\"1280\" tg-height=\"669\" referrerpolicy=\"no-referrer\"/><span>Palantir</span></p><p>My expectations for Palantir’s Q2’22 are:</p><ul><li>136-140% year over year US commercial revenue growth, sixth straight quarter of top line acceleration</li><li>A total customer count across government and private enterprise segments exceeding 300, for the first time ever, implying a customer net-add of at least 23 accounts</li><li>Commercial customer count exceeding 200, for the first time ever, implying at least 16 net-adds in Q2&#39;22</li><li>Average revenue per top twenty customer growing from $45M to $47M, showing 4.4% quarter over quarter growth, driven by US commercial momentum</li><li>Continual quarter over quarter growth in ACV (average account value) and billings</li></ul><p>Average revenue for the largest 20 customers grew 24% year over year to $45M in Q1&#39;22 and I believe that Palantir could really surprise here for the second-quarter due to clients having shown a willingness to increase spending on Palantir’s products and services. Anything that indicates improving monetization (higher average product spend, large number of customer net-adds and growing net retention) could push shares of Palantir into a new up-leg, but a sizable revenue beat could also achieve this.</p><p><b>Low EPS expectations</b></p><p>In each of the last two quarters Palantir’s actual EPS was 50% below its expected EPS: $.02 per-share compared to $.04 per-share -- meaning the software analytics company under-performed estimates in two quarters in a row. In each case, shares of Palantir plunged after the earnings card was delivered, with investors taking out their frustration on Palantir’s shares.</p><p>For the second-quarter, the prediction is for Palantir to have EPS of $.03 and predictions have fallen nine times in the last 90 days, meaning the market doesn&#39;t expect much from Palantir. An earnings beat in August, potentially driven by improving customer monetization in the commercial business, could create some desperately needed upside momentum for Palantir.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/911bd934e283be62ffc078fb5f474986\" tg-width=\"640\" tg-height=\"234\" referrerpolicy=\"no-referrer\"/><span>Seeking Alpha</span></p><p><b>New U.S. Army Contract Win</b></p><p>Just before the end of the second-quarter, Palantir announced that it was one of two companies that was awarded a U.S. Army contract to build a prototype for TITAN, which stands for Tactical Intelligence Targeting Access Node. TITAN is a system that consolidates a large amount of data to assist long range precision targeting missions. With more and more sensor data to sift through, the U.S. Army is going to draw on artificial intelligence and machine learning capabilities for threat identification and tracking… and Palantir stands ready to support the effort. The Army contract will last through 2023 and is worth $36M. The most recent contract win comes after Palantir was awarded a $53.9M contract increase by the U.S. Space Systems Command at the end of May which brought the SSC contract value to $175.4M. Contracts like these are the reason why I believe Palantir could reasonably see an acceleration of revenue growth in the non-commercial business as well going forward.</p><p><b>Risks with Palantir</b></p><p>The two biggest risks for Palantir are a slowdown in revenue growth, especially in the U.S. commercial business which is driving the company’s entire financial performance right now, and shareholder dilution related to Palantir’s high levels of stock based compensation.</p><p>What would change my mind about Palantir is if the firm’s second-quarter earnings showed deteriorating metrics in customer monetization rates, a drop-off in customer net-adds or declining average revenue per customer.</p><p><b>Final thoughts</b></p><p>Palantir has been on a wild ride lately and it hasn’t been a good one. Shares of the software analytics company are in a long term down-trend and have skidded below $10 in July. To get Palantir to move into an up-leg, the software analytics company will have to deliver substantive business improvements in August… a sizable EPS beat, growing average revenues per customer (better monetization) and the on-boarding of a large number of new clients in the commercial business could do the trick for Palantir. I expect the company to confirm its 30% revenue growth target for FY 2022 while operating margins are likely going to come in better than expected, like they did in the past!</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>Palantir Q2'22 Preview: What Investors Can Expect</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nPalantir Q2'22 Preview: What Investors Can Expect\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-07-21 23:07 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4524353-palantir-stock-q2-2022-earnings-preview-what-investors-expect><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryPalantir will report its second quarter in three weeks.Recent contract wins could reignite government-sourced revenue growth going forward.Most important figures for Q2'22 will be Palantir’s ...</p>\n\n<a href=\"https://seekingalpha.com/article/4524353-palantir-stock-q2-2022-earnings-preview-what-investors-expect\">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/4524353-palantir-stock-q2-2022-earnings-preview-what-investors-expect","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"1146734237","content_text":"SummaryPalantir will report its second quarter in three weeks.Recent contract wins could reignite government-sourced revenue growth going forward.Most important figures for Q2'22 will be Palantir’s customer monetization rate and customer net-adds, especially in the commercial business.Michael ViIn less than a month Palantir (NYSE:PLTR) will submit its earnings card for the second-quarter, which, if the company executed well against its growth targets, could potentially be a catalyst for a the initiation of a new up-leg inshares of Palantir. I last covered Palantir in June While I expect Palantir’s second-quarter revenues to slightly exceed the firm’s Q2’22 guidance, the company will likely have made further progress regarding its customer monetization rate, especially in the commercial business where all of the firm’s momentum is right now. I believe Palantir will submit a solid earnings card in August and the firm could sail past low earnings expectations.Palantir’s Q2’22: Guidance versus expectationsFor the second-quarter, Palantir has said it expects to see base case revenues of $470M and adjusted operating margins of 20%. The revenue guidance implies 5.3% quarter over quarter growth, but revenues could come in better than expected if the company on-boarded a good amount of new paying clients in the commercial business. I anticipate revenues between $470-475M as the second-quarter likely saw improving customer monetization as well as a decent number of customer net-adds.Regarding adjusted operating margins, Palantir historically submitted margin expectations that were low relative to actual results. In Q1’22, Palantir guided for Q2’22 adjusted operating margins of 23% while actual margins were 26% and FY 2021 guidance regarding margins was also conservative. For this reason, I expect Palantir to report slightly better adjusted operating margins, between 22-24% for Q2’22, in part because I expect strong net retention rates as well as continual increases in customer product spend.PalantirCustomer monetization could make a difference for PalantirWhile new customer net-adds are an important way to broaden its revenue base, it is key for Palantir to optimize revenue generation from its existing client book.Palantir’s commercial revenue growth accelerated for the fifth straight quarter in Q1’22 and the firm added 37 net new customers in this segment, after tripling the commercial customer count in FY 2021. Palantir serviced 184 commercial customers at the end of Q1’22, showing 207% year over year growth. Across Palantir’s government and commercial businesses, the company had 40 customer net-adds in Q’22 and this momentum is likely to have persisted in the second-quarter.PalantirMy expectations for Palantir’s Q2’22 are:136-140% year over year US commercial revenue growth, sixth straight quarter of top line accelerationA total customer count across government and private enterprise segments exceeding 300, for the first time ever, implying a customer net-add of at least 23 accountsCommercial customer count exceeding 200, for the first time ever, implying at least 16 net-adds in Q2'22Average revenue per top twenty customer growing from $45M to $47M, showing 4.4% quarter over quarter growth, driven by US commercial momentumContinual quarter over quarter growth in ACV (average account value) and billingsAverage revenue for the largest 20 customers grew 24% year over year to $45M in Q1'22 and I believe that Palantir could really surprise here for the second-quarter due to clients having shown a willingness to increase spending on Palantir’s products and services. Anything that indicates improving monetization (higher average product spend, large number of customer net-adds and growing net retention) could push shares of Palantir into a new up-leg, but a sizable revenue beat could also achieve this.Low EPS expectationsIn each of the last two quarters Palantir’s actual EPS was 50% below its expected EPS: $.02 per-share compared to $.04 per-share -- meaning the software analytics company under-performed estimates in two quarters in a row. In each case, shares of Palantir plunged after the earnings card was delivered, with investors taking out their frustration on Palantir’s shares.For the second-quarter, the prediction is for Palantir to have EPS of $.03 and predictions have fallen nine times in the last 90 days, meaning the market doesn't expect much from Palantir. An earnings beat in August, potentially driven by improving customer monetization in the commercial business, could create some desperately needed upside momentum for Palantir.Seeking AlphaNew U.S. Army Contract WinJust before the end of the second-quarter, Palantir announced that it was one of two companies that was awarded a U.S. Army contract to build a prototype for TITAN, which stands for Tactical Intelligence Targeting Access Node. TITAN is a system that consolidates a large amount of data to assist long range precision targeting missions. With more and more sensor data to sift through, the U.S. Army is going to draw on artificial intelligence and machine learning capabilities for threat identification and tracking… and Palantir stands ready to support the effort. The Army contract will last through 2023 and is worth $36M. The most recent contract win comes after Palantir was awarded a $53.9M contract increase by the U.S. Space Systems Command at the end of May which brought the SSC contract value to $175.4M. Contracts like these are the reason why I believe Palantir could reasonably see an acceleration of revenue growth in the non-commercial business as well going forward.Risks with PalantirThe two biggest risks for Palantir are a slowdown in revenue growth, especially in the U.S. commercial business which is driving the company’s entire financial performance right now, and shareholder dilution related to Palantir’s high levels of stock based compensation.What would change my mind about Palantir is if the firm’s second-quarter earnings showed deteriorating metrics in customer monetization rates, a drop-off in customer net-adds or declining average revenue per customer.Final thoughtsPalantir has been on a wild ride lately and it hasn’t been a good one. Shares of the software analytics company are in a long term down-trend and have skidded below $10 in July. To get Palantir to move into an up-leg, the software analytics company will have to deliver substantive business improvements in August… a sizable EPS beat, growing average revenues per customer (better monetization) and the on-boarding of a large number of new clients in the commercial business could do the trick for Palantir. I expect the company to confirm its 30% revenue growth target for FY 2022 while operating margins are likely going to come in better than expected, like they did in the past!","news_type":1},"isVote":1,"tweetType":1,"viewCount":35,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9075757279,"gmtCreate":1658272416592,"gmtModify":1676536130356,"author":{"id":"3561335246727315","authorId":"3561335246727315","name":"Chriz","avatar":"https://static.tigerbbs.com/8c393b32112334e204b0590fb83bbc7d","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"Good","listText":"Good","text":"Good","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9075757279","repostId":"1110784633","repostType":4,"repost":{"id":"1110784633","pubTimestamp":1658330115,"share":"https://www.laohu8.com/m/news/1110784633?lang=&edition=full","pubTime":"2022-07-20 23:15","market":"us","language":"en","title":"Nvidia: Be Greedy When Others Are Fearful","url":"https://stock-news.laohu8.com/highlight/detail?id=1110784633","media":"seekingalpha","summary":"SummaryNVIDIA has crashed in recent months. Investors panic about rising rates and a potential reces","content":"<html><head></head><body><p><b>Summary</b></p><ul><li>NVIDIA has crashed in recent months. Investors panic about rising rates and a potential recession.</li><li>NVIDIA&#39;s long-term growth outlook is compelling, however. Its buybacks will also be even more impactful following the share price drop.</li><li>Even under conservative assumptions, the current share price crash makes for a solid entry point for long-term-oriented investors.</li></ul><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/6517c41157501f110716abd605cebeeb\" tg-width=\"1080\" tg-height=\"720\" referrerpolicy=\"no-referrer\"/><span>martin-dm</span></p><p><b>Article Thesis</b></p><p>NVIDIA Corporation (NASDAQ:NVDA) has seen its shares pull back massively in recent months. Shares are now trading at a discount compared to where they traded historically, for the first time in many years. Fear about its future has grippedthe market, but NVIDIA&#39;s long-term outlook is compelling since the long-term growth drivers remain in place. NVIDIA faces some short-term headwinds such as the crypto winter but should be a profitable investment at the current valuation for those that have a multi-year investment horizon.</p><p><b>NVIDIA&#39;s Long-Term Growth Will Likely Continue</b></p><p>NVIDIA has experienced massive business growth in the last couple of years, and that should be the case in the future, too. Growth will likely slow down on a relative basis, but that is to be expected from every company, as the law of large numbers dictates that maintaining extraordinary relative growth rates becomes impossible at some point. But revenue growth of 30%, 50%, or even more per year is not needed for NVIDIA to be a good long-term investment. In fact, I do believe that even a 10% or 15% annual revenue growth rate could lead to compelling total returns for NVIDIA&#39;s shareholders when they hold for a long-enough time frame.</p><p>Where will that growth come from? NVIDIA benefits from several macro trends that continue to grow its addressable market. The first one is data centers. Here, NVIDIA competes with AMD (AMD) and Intel (INTC) primarily. According to GMI Research, the global data center market will grow by12%a year through 2028, which allows for solid baseline growth in a scenario where NVIDIA does not take any market share from its competitors. That&#39;s not my assumption, however. Instead, I do believe that NVIDIA will continue to grow its data center business at an above-market growth rate thanks to its attractive offerings in this space. NVIDIA&#39;s HGX-1 hyperscale GPU accelerator, powered by eight NVIDIA Tesla GPUs, is the world&#39;s fastest product in its class. Its industry-leading performance makes it attractive for hyperscale data centers that can rely on its computing power, while cost advantages also make it attractive for buyers:</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/fdf736a70ce0a53051ca6ec29feb9ada\" tg-width=\"632\" tg-height=\"149\" referrerpolicy=\"no-referrer\"/><span>NVIDIA website</span></p><p>HGX-1&#39;s performance especially shines in deep learning and other AI-related tasks, where it outperforms traditional CPUs <i>by up to 10,000%</i>. With inflation hurting the margins of many companies, and with a potential recession eating into their growth outlook, many companies have become more focused on bringing down expenses and becoming more efficient (such as Meta Platforms (META) and Alphabet (GOOG)). With these major cloud computing players focusing more on efficiency and profitability, NVIDIA&#39;s massive cost advantages in machine learning and other AI-related tasks should be a huge selling point for its HGX-1 and similar products. In a recession, when cost controls are highly important, the most cost-efficient product should be especially attractive, which should help NVIDIA grow its market share.</p><p>NVIDIA&#39;s management also is positive when it comes to the company&#39;s growth outlook in the data center space. In the most recent earnings call, NVIDIA&#39;s EVP and CFO Colette Kress stated that &#34;Data Center has become [NVIDIA&#39;s] largest market platform, and we see <i>continued strong momentum</i> going forward&#34; [emphasis by author].</p><p>During the most recent quarter, data center revenue totaled $3.8 billion, or around $15 billion annualized. That was up 15% on a sequential basis, and up more than 80% year over year. Growth will not always be this high, of course, but with NVIDIA&#39;s strong product lineup and the strong momentum its CFO has hinted at, investors can probably expect that the data center business will remain a major growth driver going forward.</p><p>Data centers are not the only attractive market for NVIDIA. The company is also well-positioned to benefit from a massive increase in high-end chip demand from the automobile industry. Automobiles have been using chips for many years, but the number of chips per vehicle and the power (and cost) of those chips are not static. While traditional cars didn&#39;t use a lot of chips in the past, and while those chips generally weren&#39;t very capable and thus pretty cheap, things are changing due to two megatrends.</p><p>First, electric vehicles use more chips than ICE-powered vehicles, due to additional tasks such as battery management. Even more importantly, the young but accelerating trend of autonomous vehicles increases the number of chips per car and requires much more powerful chips. More powerful chips naturally cost more and do thereby create a way larger revenue opportunity for suppliers to the automobile industry. Autonomous vehicles, or semi-autonomous vehicles, need to gather gigantic amounts of data via cameras, LiDAR, and so on. That data has to be processed very quickly, as (semi-) autonomous vehicles need to make decisions in split seconds.</p><p>NVIDIA is one of the suppliers of high-powered chips that can do this task, via its lineup of autonomous-focused products. The DRIVE Orin SoC is one such product that has gone into production earlier this year. The SoC has gotten a lot of attention from potential customers, and more than 35 customer wins have been announced to date. This includes major wins such as from Buffett-backed BYD (OTCPK:BYDDY), which is China&#39;s biggest EV player and a major competitor to Tesla (TSLA). Lucid (LCID), which isn&#39;t very large yet but has received a lot of praise for its exceptional tech, has also agreed to use DRIVE Orin in its vehicles. CFO Colette Kress explains that NVIDIA&#39;s &#34;automotive design win pipeline now exceeds $11 billion over the next six years, up from $8 billion just a year ago&#34; (see link above). Year-over-year growth of close to 40% is great, and over time, that business should become way more impactful for NVIDIA&#39;s top and bottom line. So far, one can argue that revenue contribution isn&#39;t very large - $11 billion over six years is around $2 billion a year. But if growth remains sky-high, the autonomous business will likely become highly important in a couple of years. Due to the massive market growth for autonomous driving chips and due to NVIDIA ramping up its product line in this space and seemingly adding new customers every week, I do believe that there is a high likelihood of growth in this space to remain very strong for years to come.</p><p>Analysts believe that NVIDIA&#39;s revenue growth could look like this in the coming years:</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/153c5bbed3d3f2ab39650f5ccde57b85\" tg-width=\"640\" tg-height=\"169\" referrerpolicy=\"no-referrer\"/><span>Seeking Alpha</span></p><p>25% growth this year would still be very strong, while growth in the following years will slow down to a 10%-15% range - if Wall Street is correct. The forecast for 2026 (ending January 2027) sees an acceleration towards the mid-20s again, but there are fewer analysts with estimates for that year, so this estimate likely is more uncertain compared to the next couple of years.</p><p>Even revenue growth of 15% or so would be sufficient to generate compelling longer-term returns, however. NVIDIA should, like most other companies, benefit from some margin expansion when it continues to grow its revenue. Operating leverage dictates that operating expenses, such as those for administration, should decline as a percentage of revenue and gross profit as a company grows over time. Net profit can thus be expected to grow somewhat faster than NVIDIA&#39;s revenues. On top of that, since NVIDIA has a clean balance sheet and a low dividend payout ratio, the company has ample surplus cash that can be used for other purposes, such as buybacks. NVIDIA has a $15 billion buyback program in place, which is enough to repurchase 4% of the company at current prices. Over time, these buybacks will add meaningfully to NVIDIA&#39;s earnings per share growth and its total return potential.</p><p><b>A Look At NVIDIA&#39;s Valuation And Risks</b></p><p>NVIDIA traded for as much as $350 over the last year, which was not justified. But since then, shares dropped by more than half. Today, NVIDIA trades well below the historic valuation norm:</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/3b6a2084206ce7c222e2a70653bb2901\" tg-width=\"635\" tg-height=\"467\" referrerpolicy=\"no-referrer\"/><span>Data by YCharts</span></p><p>At 29x net profit, NVIDIA is valued at 25% less than the 10-year median earnings multiple. The discounts to the 5-year and 3-year earnings multiples are even larger, at around 50% and 60%, respectively. The market has cooled on NVIDIA, and it&#39;s likely that greed is no longer the driving force for NVIDIA&#39;s share price. Instead, some investors seem to be fearful, which is why NVIDIA has seen its share price drop so much in the last couple of months.</p><p>Panic selling by some investors can provide attractive entry points for other investors, and I do believe that such a buying opportunity is emerging. With NVIDIA trading for 29x forward earnings, while still growing at a compelling rate, the total return outlook is pretty solid. If NVIDIA hits the $5.40 EPS estimate this year and grows its earnings per share by 17% a year over the following three years, before EPS growth slows down to 14% for 2026-2030, then EPS could total $16.70 in 2030. Put a 20x earnings multiple on that and you get a share price of $340 - which equates to an upside potential of more than 100% over the next eight years, even under rather conservative assumptions. EPS growth could be higher, especially when we factor in buybacks, and the valuation in 2030 could also be higher. I do thus believe that the current sell-off in NVIDIA provides a nice entry point for long-term investors.</p><p>Risks shouldn&#39;t be neglected, however. The current crypto winter is a potential near-term headwind, as it may result in lower GPU sales in the coming quarters. In the long run, that should be more than balanced out by data center and autonomous growth, however.</p><p>NVIDIA&#39;s reliance on foundries is another risk. Especially the exposure to Taiwan Semiconductor Manufacturing Company (TSM).</p><p><b>Takeaway</b></p><p>NVIDIA&#39;s shares have crashed, dropping by more than 50% from the 52-week high. This panic selling has made NVIDIA&#39;s valuation drop to a below-average level, as shares are now trading at a clear discount compared to how the company was valued in the past. At the same time, its growth outlook is still very compelling and its buybacks will be more effective with shares trading at a lower valuation.</p><p>For long-term-oriented investors, the selloff, which was driven by panic around rising rates, a potential recession, etc., makes for a nice entry point. Shares should be able to double through 2030, and returns could be significantly higher as that estimate already accounts for further multiple compression.</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>Nvidia: Be Greedy When Others Are Fearful</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nNvidia: Be Greedy When Others Are Fearful\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-07-20 23:15 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4524190-nvidia-be-greedy-when-others-are-fearful?source=content_type%3Areact%7Cfirst_level_url%3Ahome%7Csection%3Aportfolio%7Csection_asset%3Aheadlines%7Cline%3A2><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryNVIDIA has crashed in recent months. Investors panic about rising rates and a potential recession.NVIDIA's long-term growth outlook is compelling, however. Its buybacks will also be even more ...</p>\n\n<a href=\"https://seekingalpha.com/article/4524190-nvidia-be-greedy-when-others-are-fearful?source=content_type%3Areact%7Cfirst_level_url%3Ahome%7Csection%3Aportfolio%7Csection_asset%3Aheadlines%7Cline%3A2\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NVDA":"英伟达"},"source_url":"https://seekingalpha.com/article/4524190-nvidia-be-greedy-when-others-are-fearful?source=content_type%3Areact%7Cfirst_level_url%3Ahome%7Csection%3Aportfolio%7Csection_asset%3Aheadlines%7Cline%3A2","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"1110784633","content_text":"SummaryNVIDIA has crashed in recent months. Investors panic about rising rates and a potential recession.NVIDIA's long-term growth outlook is compelling, however. Its buybacks will also be even more impactful following the share price drop.Even under conservative assumptions, the current share price crash makes for a solid entry point for long-term-oriented investors.martin-dmArticle ThesisNVIDIA Corporation (NASDAQ:NVDA) has seen its shares pull back massively in recent months. Shares are now trading at a discount compared to where they traded historically, for the first time in many years. Fear about its future has grippedthe market, but NVIDIA's long-term outlook is compelling since the long-term growth drivers remain in place. NVIDIA faces some short-term headwinds such as the crypto winter but should be a profitable investment at the current valuation for those that have a multi-year investment horizon.NVIDIA's Long-Term Growth Will Likely ContinueNVIDIA has experienced massive business growth in the last couple of years, and that should be the case in the future, too. Growth will likely slow down on a relative basis, but that is to be expected from every company, as the law of large numbers dictates that maintaining extraordinary relative growth rates becomes impossible at some point. But revenue growth of 30%, 50%, or even more per year is not needed for NVIDIA to be a good long-term investment. In fact, I do believe that even a 10% or 15% annual revenue growth rate could lead to compelling total returns for NVIDIA's shareholders when they hold for a long-enough time frame.Where will that growth come from? NVIDIA benefits from several macro trends that continue to grow its addressable market. The first one is data centers. Here, NVIDIA competes with AMD (AMD) and Intel (INTC) primarily. According to GMI Research, the global data center market will grow by12%a year through 2028, which allows for solid baseline growth in a scenario where NVIDIA does not take any market share from its competitors. That's not my assumption, however. Instead, I do believe that NVIDIA will continue to grow its data center business at an above-market growth rate thanks to its attractive offerings in this space. NVIDIA's HGX-1 hyperscale GPU accelerator, powered by eight NVIDIA Tesla GPUs, is the world's fastest product in its class. Its industry-leading performance makes it attractive for hyperscale data centers that can rely on its computing power, while cost advantages also make it attractive for buyers:NVIDIA websiteHGX-1's performance especially shines in deep learning and other AI-related tasks, where it outperforms traditional CPUs by up to 10,000%. With inflation hurting the margins of many companies, and with a potential recession eating into their growth outlook, many companies have become more focused on bringing down expenses and becoming more efficient (such as Meta Platforms (META) and Alphabet (GOOG)). With these major cloud computing players focusing more on efficiency and profitability, NVIDIA's massive cost advantages in machine learning and other AI-related tasks should be a huge selling point for its HGX-1 and similar products. In a recession, when cost controls are highly important, the most cost-efficient product should be especially attractive, which should help NVIDIA grow its market share.NVIDIA's management also is positive when it comes to the company's growth outlook in the data center space. In the most recent earnings call, NVIDIA's EVP and CFO Colette Kress stated that \"Data Center has become [NVIDIA's] largest market platform, and we see continued strong momentum going forward\" [emphasis by author].During the most recent quarter, data center revenue totaled $3.8 billion, or around $15 billion annualized. That was up 15% on a sequential basis, and up more than 80% year over year. Growth will not always be this high, of course, but with NVIDIA's strong product lineup and the strong momentum its CFO has hinted at, investors can probably expect that the data center business will remain a major growth driver going forward.Data centers are not the only attractive market for NVIDIA. The company is also well-positioned to benefit from a massive increase in high-end chip demand from the automobile industry. Automobiles have been using chips for many years, but the number of chips per vehicle and the power (and cost) of those chips are not static. While traditional cars didn't use a lot of chips in the past, and while those chips generally weren't very capable and thus pretty cheap, things are changing due to two megatrends.First, electric vehicles use more chips than ICE-powered vehicles, due to additional tasks such as battery management. Even more importantly, the young but accelerating trend of autonomous vehicles increases the number of chips per car and requires much more powerful chips. More powerful chips naturally cost more and do thereby create a way larger revenue opportunity for suppliers to the automobile industry. Autonomous vehicles, or semi-autonomous vehicles, need to gather gigantic amounts of data via cameras, LiDAR, and so on. That data has to be processed very quickly, as (semi-) autonomous vehicles need to make decisions in split seconds.NVIDIA is one of the suppliers of high-powered chips that can do this task, via its lineup of autonomous-focused products. The DRIVE Orin SoC is one such product that has gone into production earlier this year. The SoC has gotten a lot of attention from potential customers, and more than 35 customer wins have been announced to date. This includes major wins such as from Buffett-backed BYD (OTCPK:BYDDY), which is China's biggest EV player and a major competitor to Tesla (TSLA). Lucid (LCID), which isn't very large yet but has received a lot of praise for its exceptional tech, has also agreed to use DRIVE Orin in its vehicles. CFO Colette Kress explains that NVIDIA's \"automotive design win pipeline now exceeds $11 billion over the next six years, up from $8 billion just a year ago\" (see link above). Year-over-year growth of close to 40% is great, and over time, that business should become way more impactful for NVIDIA's top and bottom line. So far, one can argue that revenue contribution isn't very large - $11 billion over six years is around $2 billion a year. But if growth remains sky-high, the autonomous business will likely become highly important in a couple of years. Due to the massive market growth for autonomous driving chips and due to NVIDIA ramping up its product line in this space and seemingly adding new customers every week, I do believe that there is a high likelihood of growth in this space to remain very strong for years to come.Analysts believe that NVIDIA's revenue growth could look like this in the coming years:Seeking Alpha25% growth this year would still be very strong, while growth in the following years will slow down to a 10%-15% range - if Wall Street is correct. The forecast for 2026 (ending January 2027) sees an acceleration towards the mid-20s again, but there are fewer analysts with estimates for that year, so this estimate likely is more uncertain compared to the next couple of years.Even revenue growth of 15% or so would be sufficient to generate compelling longer-term returns, however. NVIDIA should, like most other companies, benefit from some margin expansion when it continues to grow its revenue. Operating leverage dictates that operating expenses, such as those for administration, should decline as a percentage of revenue and gross profit as a company grows over time. Net profit can thus be expected to grow somewhat faster than NVIDIA's revenues. On top of that, since NVIDIA has a clean balance sheet and a low dividend payout ratio, the company has ample surplus cash that can be used for other purposes, such as buybacks. NVIDIA has a $15 billion buyback program in place, which is enough to repurchase 4% of the company at current prices. Over time, these buybacks will add meaningfully to NVIDIA's earnings per share growth and its total return potential.A Look At NVIDIA's Valuation And RisksNVIDIA traded for as much as $350 over the last year, which was not justified. But since then, shares dropped by more than half. Today, NVIDIA trades well below the historic valuation norm:Data by YChartsAt 29x net profit, NVIDIA is valued at 25% less than the 10-year median earnings multiple. The discounts to the 5-year and 3-year earnings multiples are even larger, at around 50% and 60%, respectively. The market has cooled on NVIDIA, and it's likely that greed is no longer the driving force for NVIDIA's share price. Instead, some investors seem to be fearful, which is why NVIDIA has seen its share price drop so much in the last couple of months.Panic selling by some investors can provide attractive entry points for other investors, and I do believe that such a buying opportunity is emerging. With NVIDIA trading for 29x forward earnings, while still growing at a compelling rate, the total return outlook is pretty solid. If NVIDIA hits the $5.40 EPS estimate this year and grows its earnings per share by 17% a year over the following three years, before EPS growth slows down to 14% for 2026-2030, then EPS could total $16.70 in 2030. Put a 20x earnings multiple on that and you get a share price of $340 - which equates to an upside potential of more than 100% over the next eight years, even under rather conservative assumptions. EPS growth could be higher, especially when we factor in buybacks, and the valuation in 2030 could also be higher. I do thus believe that the current sell-off in NVIDIA provides a nice entry point for long-term investors.Risks shouldn't be neglected, however. The current crypto winter is a potential near-term headwind, as it may result in lower GPU sales in the coming quarters. In the long run, that should be more than balanced out by data center and autonomous growth, however.NVIDIA's reliance on foundries is another risk. Especially the exposure to Taiwan Semiconductor Manufacturing Company (TSM).TakeawayNVIDIA's shares have crashed, dropping by more than 50% from the 52-week high. This panic selling has made NVIDIA's valuation drop to a below-average level, as shares are now trading at a clear discount compared to how the company was valued in the past. At the same time, its growth outlook is still very compelling and its buybacks will be more effective with shares trading at a lower valuation.For long-term-oriented investors, the selloff, which was driven by panic around rising rates, a potential recession, etc., makes for a nice entry point. Shares should be able to double through 2030, and returns could be significantly higher as that estimate already accounts for further multiple compression.","news_type":1},"isVote":1,"tweetType":1,"viewCount":143,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9075629467,"gmtCreate":1658193060659,"gmtModify":1676536120050,"author":{"id":"3561335246727315","authorId":"3561335246727315","name":"Chriz","avatar":"https://static.tigerbbs.com/8c393b32112334e204b0590fb83bbc7d","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9075629467","repostId":"1189531059","repostType":4,"repost":{"id":"1189531059","pubTimestamp":1658192461,"share":"https://www.laohu8.com/m/news/1189531059?lang=&edition=full","pubTime":"2022-07-19 09:01","market":"us","language":"en","title":"Is Alibaba Stock Worth Buying?","url":"https://stock-news.laohu8.com/highlight/detail?id=1189531059","media":"TipRanks","summary":"Story HighlightsAlibaba is finally able to breathe easier with Chinese regulators taking a step back","content":"<div>\n<p>Story HighlightsAlibaba is finally able to breathe easier with Chinese regulators taking a step back to revive growth in the tech sector. The company now has to deal with a different set of challenges...</p>\n\n<a href=\"https://www.tipranks.com/news/article/is-alibaba-stock-worth-buying/\">Web Link</a>\n\n</div>\n","source":"lsy1606183248679","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 Alibaba Stock Worth Buying?</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 Alibaba Stock Worth Buying?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-07-19 09:01 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.tipranks.com/news/article/is-alibaba-stock-worth-buying/><strong>TipRanks</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Story HighlightsAlibaba is finally able to breathe easier with Chinese regulators taking a step back to revive growth in the tech sector. The company now has to deal with a different set of challenges...</p>\n\n<a href=\"https://www.tipranks.com/news/article/is-alibaba-stock-worth-buying/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"09988":"阿里巴巴-SW","BABA":"阿里巴巴"},"source_url":"https://www.tipranks.com/news/article/is-alibaba-stock-worth-buying/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1189531059","content_text":"Story HighlightsAlibaba is finally able to breathe easier with Chinese regulators taking a step back to revive growth in the tech sector. The company now has to deal with a different set of challenges brought on by macroeconomic developments.Alibaba Group Holding Limited (BABA), the Chinese e-commerce juggernaut, has taken a massive hit over the past two years due to pandemic-related disruptions and the Chinese government’s crackdown on the tech industry. Alibaba’s stock dropped 51% over the last 12 months, compared to a 13% decline in the S&P 500 (SPX). Alibaba stock may be headed for a significant recovery in the long run given that Chinese regulators are now taking a more measured approach. However, the company continues to avoid making any predictions for the upcoming quarters due to the uncertainty surrounding macroeconomic conditions.Geopolitical tensions and the threat of U.S. regulators tightening their grip on Chinese stocks do not paint a promising picture for Alibaba.Although I am bullish about the long-term prospects of the company and the stock looks attractive at these depressed prices, things are likely to get worse before they get better.Regulatory Challenges Are Easing for BABAInvestors abandoned Alibaba for two primary reasons. First, Alibaba was charged with a record-breaking antitrust penalty by Chinese officials. The Chinese government has been cracking down on large technology companies for alleged monopolistic data security tactics and monopolistic business practices. Alibaba’s profitability was significantly impacted after it was fined $2.75 billion by China’s State Administration for Market Regulation in April 2021.Additionally, authorities imposed new restrictions on its e-commerce business and called off the Ant Group’s much-anticipated IPO. Chinese regulators have tightened their control over businesses trying to enter foreign financial markets ever since the $35 billion IPO of the Ant Group, the fintech division of Alibaba, was suspended by the China Securities Regulatory Commission (CSRC) in November 2020.The Ant Group was scheduled to start trading in Hong Kong. However, this was suspended after Shanghai officials said that the listing would be halted as Alibaba was unable to meet the requirements due to changes in the regulatory environment.Many investors continue to avoid Chinese equities in general as a result of the possibility of mass delisting in the United States. Alibaba faces the possibility of delisting from U.S. exchanges even though the SEC has not yet identified it as a violator of the Holding Foreign Companies Accountable Act (HFCAA). That said, some institutional investors are already moving to Hong Kong to invest in Alibaba while dumping its American depositary receipts (ADRs). For example, BlackRock, Inc. (BLK) sold its Alibaba ADRs in the U.S. and purchased the stock in Hong Kong.Alibaba stock has gained some ground since March after Beijing and the U.S. announced that officials are in talks to allow American regulators to undertake on-site audits of Chinese companies listed in the United States. Chinese policymakers have also paused their regulatory pressure on the tech industry in an effort to stabilize the economy, which has dramatically improved the sentiment toward Alibaba. The focus of investors, therefore, is likely to shift to corporate earnings once again.BABA’s Recent Earnings Highlight New ChallengesAlibaba surpassed analyst estimates and posted revenue of RMB 204,052 billion ($32.18 billion) for the fourth quarter of fiscal 2022. The China Commerce segment brought in RMB 140,330 million ($22.17 billion) in revenue, an increase of 8% from the previous year. Similarly, the Local Consumer Services segment reported RMB 10,445 million ($1.64 billion) in revenue, an increase of 29%. The all-important Cloud segment brought in RMB 18,971 million ($2.99 billion) in revenue, an increase of 12% from the previous year.For the fiscal year ending March 31, 2022, Alibaba Group’s global active consumers totaled approximately 1.31 billion. This includes over one billion Chinese consumers and 305 million international consumers, representing a quarterly net increase of approximately 24.6 million and 3.7 million customers, respectively, and an annual net increase of 113 million and 64 million customers, respectively.The company’s global gross merchandise value (GMV) for the fiscal year reached a record RMB 8,317 billion ($1,312 billion). However, the GMV growth in January and February was flat, and the overall GMV for the quarter had a low single-digit decline. This was due to logistics and supply chain pressures, coupled with a softening of demand due to challenging macroeconomic conditions such as inflation.Alibaba’s gross and operating margins declined significantly in the recent quarter due to severe margin pressures brought on by inflation. It has already hurt the company’s free cash flow, and a continuation of this trend will not be welcome news for investors.Alibaba reported a negative free cash flow exceeding $1 billion for the fourth quarter of fiscal 2022, which is not encouraging given that the company has always been able to generate positive free cash flow even under challenging circumstances. Macroeconomic challenges are already taking a toll on Alibaba’s earnings, and its stock price might come under pressure yet again due to the deterioration of investor sentiment toward China and Alibaba’s growth prospects.Wall Street Is Bullish about BABABased on the ratings of 23 Wall Street analysts, the average Alibaba price target is $153.68, which implies upside of 48% from the current market price.TakeawayAlibaba can finally breathe easy as regulators are taking a step back. Unfortunately, the company is now faced with macroeconomic challenges that threaten to eat into its profitability. Even on the back of a lackluster stock market performance in the last 12 months, Alibaba stock is still valued at a forward price-to-earnings (P/E) multiple of 29, suggesting investors are willing to pay a premium for expected growth. This premium, however, could quickly disappear if Alibaba fails to maintain the growth momentum in the coming quarters, which makes investing in Alibaba only suitable for investors with a long-term perspective.","news_type":1},"isVote":1,"tweetType":1,"viewCount":83,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9072715978,"gmtCreate":1658102700494,"gmtModify":1676536104783,"author":{"id":"3561335246727315","authorId":"3561335246727315","name":"Chriz","avatar":"https://static.tigerbbs.com/8c393b32112334e204b0590fb83bbc7d","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9072715978","repostId":"2252759644","repostType":4,"repost":{"id":"2252759644","pubTimestamp":1658099935,"share":"https://www.laohu8.com/m/news/2252759644?lang=&edition=full","pubTime":"2022-07-18 07:18","market":"us","language":"en","title":"Earnings Season Including Tesla and Netflix Heats up Amid Renewed Recession Calls: What to Know This Week","url":"https://stock-news.laohu8.com/highlight/detail?id=2252759644","media":"Yahoo Finance","summary":"The stakes are high on Wall Street this week as quarterly earnings seasons heats up with key results","content":"<html><head></head><body><p>The stakes are high on Wall Street this week as quarterly earnings seasons heats up with key results expected from companies including Netflix (NFLX), Tesla (TSLA), and Twitter (TWTR).</p><p>Investors reeling from Wednesday’s CPI data may be dealt another blow if corporate financials show meaningful profit slowdowns, with higher costs, rising interest rates, and a potential slowdown in consumer spending all themes to watch.</p><p>S&amp;P 500 companies are expected to grow earnings at an estimated annual pace of 4.0% in the second quarter, the slowest rate of growth since year-end 2020 if realized, according to research from FactSet.</p><p><img src=\"https://community-static.tradeup.com/news/d7ae8e53a71e929a24ff39611f587b22\" tg-width=\"705\" tg-height=\"413\" width=\"100%\" height=\"auto\"/></p><p>On June 30, the estimated earnings growth rate for Q2 2022 was 4.0%.FactSet</p><p>The estimated net profit margin for the quarter is 12.4%, a figure that would mark the second straight quarter in which the net profit margin for the index has declined year-over-year. Despite persistent headwinds, however, analysts project net profit margins for the S&amp;P 500 will be higher for the rest of the year.</p><p>“Investors will be looking for clarity during this earnings season on how companies are navigating rising costs and wages,” Treasury Partners chief investment officer Richard Saperstein said in a note, adding current earnings per share estimates are “overoptimistic given the deteriorating macroeconomic backdrop.”</p><p>U.S. stocks rallied Friday but failed to recover from a turbulent week wrought by June&#39;s shock inflation report. All three major benchmarks finished lower for the week.</p><p>On the earnings front this coming week, big tech results will begin rolling in, starting with Netflix results coming after the market close on Tuesday.</p><p>The streaming giant expects to report a loss of 2 million subscribers in the second quarter, a key metric for investors.</p><p>Shares have nosedived 70% year-to-date amid a broader rout in growth stocks.</p><p>Tesla earnings will also be in focus after the close on Wednesday.</p><p>Despite a COVID-related shutdown of its factory in China during the quarter, shipments from its Shanghai plant rebounded last month to hit a record. However, last month, CEO Elon Musk warned of a &#34;super bad feeling&#34; about the economy and said the company is set to trim about 10% of jobs and &#34;pause all hiring worldwide&#34; as fears of a recession grow.</p><p>Tesla’s results also come as Musk prepares to battle Twitter in court after pulling out of a deal to purchase the social media platform. Twitter is scheduled to report quarterly results before the bell on Friday.</p><p>Other notable names set to unveil their results include Bank of America (BAC) and Goldman Sachs (GS) wrapping up bank earnings on Monday, Johnson &amp; Johnson (JNJ), United Airlines (UAL), AT&amp;T (T), and Snap (SNAP).</p><h2>Economic worries continue</h2><p>Last week, inflation data showed consumer prices accelerated 9.1% year-over-year in June, the fastest annual pace since November 1981.</p><p>On Wall Street, the figure spurred a wave of speculation that Federal Reserve officials may raise interest rates 100 basis points when they meet later this month. The move would mark the largest interest rate increase in three decades.</p><p>Analysts at Barclays led by Ajay Rajadhyaksha considered talks of a full percentage hike an “overreaction” in note to clients Wednesday.</p><p>“We also believe that if the Fed genuinely wants to hike 100bp in July, they would need to signal it to markets before the black-out period starts on July 16,” Barclays said. “Yes, they broke forward guidance at the June meeting by going 75bp despite ruling that out earlier, but the CPI report that month came well into the blackout period, and they felt like they needed to seize control of the inflation narrative.”</p><p>If the Federal Reserve places too much emphasis on June&#39;s CPI reading, the Federal Reserve &#34;risks creating a sense of panic,&#34; Andy Sparks, head of portfolio management research at MSCI said in a note.</p><p>&#34;It also runs the risk of overshooting and pushing an economy that had been showing signs of weakness into a full scale recession.&#34;</p><p>Economists at Bank of America said last week they now expect a &#34;mild recession&#34; this year. The firm&#39;s equity strategists also updated their S&amp;P 500 target to imply the index will fall 25% from its record high reached on Jan. 3, noting that the average drop in the stock market seen during recessions is 31%.</p><p>The benchmark was down roughly 19.5% as of Friday&#39;s close.</p><p>On Thursday, Federal Reserve Board of Governors member Christopher Waller said he would be open to backing an increase of one full percentage point if upcoming economic releases point to strong consumer spending but maintained his support for a 0.75% rate.</p><p>The comments came on the heels of a similar signal made by Atlanta Fed President Raphael Bostic Wednesday, told reporters in St. Petersburg, Florida that “everything is in play” when asked about the possibility of a full percentage point hike.</p><p>Data on retail sales and inflation expectations out Friday, however, appeared to temper some investor belief that a 1% rate increase will be coming later this month. According to data from the CME Group, markets are now pricing in a 29% chance of a 100 basis point move this month; on Thursday morning, this figure stood north of 80%.</p><p>—</p><h2><b>Economic calendar</b></h2><h2></h2><p><b>Monday:</b> <b><i>NAHB Housing Market Index</i></b>, July (66 expected, 67 during prior month), <b><i>Net Long-Term TIC Outflows</i></b>, May ($87.7 billion during prior month), <b><i>Total Net TIC Outflows</i></b>, May (1.3 billion during prior month)</p><p><b>Tuesday:</b> <b><i>Housing starts</i></b>, June (1.590 million expected, 1.549 million during prior month), <b><i>Building permits</i></b>, June (1.673 million expected, 1.695 million during prior month), <b><i>Housing starts</i></b>, month-over-month, June (2.7% expected, -14.4% during prior month), <b><i>Building permits</i></b>, month-over-month, April (-1.3% expected, -7.0% during prior month)</p><p><b>Wednesday:</b> <b><i>MBA Mortgage Applications</i></b>, week ended July 15 (-1.7% during prior week), <b><i>Existing Home Sales</i></b>, June (5.40 million expected, 5.41 million during prior month), <b><i>Existing Home Sales</i></b>, month-over-month, June (-0.2% expected, -3.4% during prior month)</p><p><b>Thursday:</b> <b><i>Philadelphia Fed Business Outlook Index</i></b>, July (-1.0 expected, -3.3 during prior month), <b><i>Initial jobless claims</i></b>, week ended July 16 (240,000 expected, 244,000 during prior week), <b><i>Continuing claims</i></b>, week ended July 9 (1.345 million expected, 1.331 during prior week), <b><i>Leading Index</i></b>, June (-0.5% expected, -0.4% in during prior month)</p><p><b>Friday: </b><b><i>S&amp;P Global U.S. Manufacturing PMI</i></b>, July preliminary (51.8 expected, 52.7 during prior month), <b><i>S&amp;P Global U.S. Global Services PMI</i></b>, July preliminary (52.4 expected, 52.7 during prior month), <b><i>S&amp;P Global U.S. Composite PMI,</i></b> July preliminary (52.3 during prior month)</p><p>—</p><h2>Earnings calendar</h2><p><img src=\"https://community-static.tradeup.com/news/8c9e131abc6828c39999a90853cc1ce4\" tg-width=\"2044\" tg-height=\"1448\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p><b>Monday:</b></p><p>Before market open: <b>Bank of America</b> (BAC), <b>Goldman Sachs</b> (GS), <b>Charles Schwab</b> (SCHW), <b><a href=\"https://laohu8.com/S/SYF\">Synchrony Financial</a></b> (SYF), <b>Prologis</b> (PLD)</p><p>After market close: <b><a href=\"https://laohu8.com/S/IBM\">IBM</a></b> (IBM)</p><p><b>Tuesday:</b></p><p>Before market open: <b>Johnson &amp; Johnson</b> (JNJ), <b>Truist Financial</b> (TFC), <b>Interactive Brokers</b> (IBKR), <b>J.B. Hunt Transport</b> (JBHT), <b><a href=\"https://laohu8.com/S/CALM\">Cal-Maine Foods</a></b> (CALM), <b><a href=\"https://laohu8.com/S/GOM\">Ally Financial</a></b> (ALLY), <b>Lockheed Martin</b> (LMT), <b>Hasbro</b> (HAS), <b>Halliburton</b> (HAL)</p><p>After market close: <b>Netflix</b> (NFLX)</p><p><b>Wednesday:</b></p><p>Before market open: <b>Biogen</b> (BIIB), <b>Baker Hughes</b> (BKR), <b>Comerica</b> (CMA), <b>Nasdaq</b> (NDAQ), <b>Abbott Laboratories</b> (ABT), <b>Northern Trust</b> (NTRS)</p><p>After market close: <b>Tesla</b> (TSLA), <b>United Airlines</b> (UAL), <b>Knight-Swift Transportation</b> (KNX), <b><a href=\"https://laohu8.com/S/STLD\">Steel Dynamics</a></b> (STLD), <b>Discover Financial</b> (DFS), <b>Equifax</b> (EFX), <b><a href=\"https://laohu8.com/S/ELV\">Elevance Health</a></b> (ELV), <b>Alcoa</b> (AA), <b>FNB</b> (FNB)</p><p><b>Thursday:</b></p><p>Before market open: <b>AT&amp;T</b> (T), <b>Travelers </b>(TRV),<b> D.R. Horton</b> (DHI), <b>Blackstone</b> (BX), <b>Union Pacific </b>(UNP), <b>American Airlines </b>(AAL), <b>Dow</b> (DOW), <b>Nokia</b> (NOK), <b>Danaher</b> (DHR), <b><a href=\"https://laohu8.com/S/FITBO\">Fifth Third Bancorp</a> </b>(FITB), <b>Tractor Supply</b> (TSCO), <b>Marsh McLennan</b> (MMC), <b>Interpublic</b> (IPG)</p><p>After market close: <b>Snap</b> (SNAP), <b>Mattel</b> (MAT), <b>PPG Industries</b> (PPG),<b> Domino’s </b>(DPZ), <b>Tenet Healthcare</b> (THC), <b>Boston Beer </b>(SAM),</p><p><b>Friday:</b></p><p>Before market open: <b>Twitter</b> (TWTR), <b>American Express</b> (AXP), <b>Verizon Communications </b>(VZ), <b>HCA Healthcare</b> (HCA), <b>Schlumberger</b> (SLB), <b>Regions Financial</b> (RF), <b>Cleveland-Cliffs</b> (CLF)</p><p>After market close: <i>No notable reports scheduled for release.</i></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>Earnings Season Including Tesla and Netflix Heats up Amid Renewed Recession Calls: What to Know This Week</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; 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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\">\nEarnings Season Including Tesla and Netflix Heats up Amid Renewed Recession Calls: What to Know This Week\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-07-18 07:18 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://finance.yahoo.com/news/what-to-know-this-week-july-17-2022-170058583.html><strong>Yahoo Finance</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>The stakes are high on Wall Street this week as quarterly earnings seasons heats up with key results expected from companies including Netflix (NFLX), Tesla (TSLA), and Twitter (TWTR).Investors ...</p>\n\n<a href=\"https://finance.yahoo.com/news/what-to-know-this-week-july-17-2022-170058583.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NFLX":"奈飞","TSLA":"特斯拉"},"source_url":"https://finance.yahoo.com/news/what-to-know-this-week-july-17-2022-170058583.html","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2252759644","content_text":"The stakes are high on Wall Street this week as quarterly earnings seasons heats up with key results expected from companies including Netflix (NFLX), Tesla (TSLA), and Twitter (TWTR).Investors reeling from Wednesday’s CPI data may be dealt another blow if corporate financials show meaningful profit slowdowns, with higher costs, rising interest rates, and a potential slowdown in consumer spending all themes to watch.S&P 500 companies are expected to grow earnings at an estimated annual pace of 4.0% in the second quarter, the slowest rate of growth since year-end 2020 if realized, according to research from FactSet.On June 30, the estimated earnings growth rate for Q2 2022 was 4.0%.FactSetThe estimated net profit margin for the quarter is 12.4%, a figure that would mark the second straight quarter in which the net profit margin for the index has declined year-over-year. Despite persistent headwinds, however, analysts project net profit margins for the S&P 500 will be higher for the rest of the year.“Investors will be looking for clarity during this earnings season on how companies are navigating rising costs and wages,” Treasury Partners chief investment officer Richard Saperstein said in a note, adding current earnings per share estimates are “overoptimistic given the deteriorating macroeconomic backdrop.”U.S. stocks rallied Friday but failed to recover from a turbulent week wrought by June's shock inflation report. All three major benchmarks finished lower for the week.On the earnings front this coming week, big tech results will begin rolling in, starting with Netflix results coming after the market close on Tuesday.The streaming giant expects to report a loss of 2 million subscribers in the second quarter, a key metric for investors.Shares have nosedived 70% year-to-date amid a broader rout in growth stocks.Tesla earnings will also be in focus after the close on Wednesday.Despite a COVID-related shutdown of its factory in China during the quarter, shipments from its Shanghai plant rebounded last month to hit a record. However, last month, CEO Elon Musk warned of a \"super bad feeling\" about the economy and said the company is set to trim about 10% of jobs and \"pause all hiring worldwide\" as fears of a recession grow.Tesla’s results also come as Musk prepares to battle Twitter in court after pulling out of a deal to purchase the social media platform. Twitter is scheduled to report quarterly results before the bell on Friday.Other notable names set to unveil their results include Bank of America (BAC) and Goldman Sachs (GS) wrapping up bank earnings on Monday, Johnson & Johnson (JNJ), United Airlines (UAL), AT&T (T), and Snap (SNAP).Economic worries continueLast week, inflation data showed consumer prices accelerated 9.1% year-over-year in June, the fastest annual pace since November 1981.On Wall Street, the figure spurred a wave of speculation that Federal Reserve officials may raise interest rates 100 basis points when they meet later this month. The move would mark the largest interest rate increase in three decades.Analysts at Barclays led by Ajay Rajadhyaksha considered talks of a full percentage hike an “overreaction” in note to clients Wednesday.“We also believe that if the Fed genuinely wants to hike 100bp in July, they would need to signal it to markets before the black-out period starts on July 16,” Barclays said. “Yes, they broke forward guidance at the June meeting by going 75bp despite ruling that out earlier, but the CPI report that month came well into the blackout period, and they felt like they needed to seize control of the inflation narrative.”If the Federal Reserve places too much emphasis on June's CPI reading, the Federal Reserve \"risks creating a sense of panic,\" Andy Sparks, head of portfolio management research at MSCI said in a note.\"It also runs the risk of overshooting and pushing an economy that had been showing signs of weakness into a full scale recession.\"Economists at Bank of America said last week they now expect a \"mild recession\" this year. The firm's equity strategists also updated their S&P 500 target to imply the index will fall 25% from its record high reached on Jan. 3, noting that the average drop in the stock market seen during recessions is 31%.The benchmark was down roughly 19.5% as of Friday's close.On Thursday, Federal Reserve Board of Governors member Christopher Waller said he would be open to backing an increase of one full percentage point if upcoming economic releases point to strong consumer spending but maintained his support for a 0.75% rate.The comments came on the heels of a similar signal made by Atlanta Fed President Raphael Bostic Wednesday, told reporters in St. Petersburg, Florida that “everything is in play” when asked about the possibility of a full percentage point hike.Data on retail sales and inflation expectations out Friday, however, appeared to temper some investor belief that a 1% rate increase will be coming later this month. According to data from the CME Group, markets are now pricing in a 29% chance of a 100 basis point move this month; on Thursday morning, this figure stood north of 80%.—Economic calendarMonday: NAHB Housing Market Index, July (66 expected, 67 during prior month), Net Long-Term TIC Outflows, May ($87.7 billion during prior month), Total Net TIC Outflows, May (1.3 billion during prior month)Tuesday: Housing starts, June (1.590 million expected, 1.549 million during prior month), Building permits, June (1.673 million expected, 1.695 million during prior month), Housing starts, month-over-month, June (2.7% expected, -14.4% during prior month), Building permits, month-over-month, April (-1.3% expected, -7.0% during prior month)Wednesday: MBA Mortgage Applications, week ended July 15 (-1.7% during prior week), Existing Home Sales, June (5.40 million expected, 5.41 million during prior month), Existing Home Sales, month-over-month, June (-0.2% expected, -3.4% during prior month)Thursday: Philadelphia Fed Business Outlook Index, July (-1.0 expected, -3.3 during prior month), Initial jobless claims, week ended July 16 (240,000 expected, 244,000 during prior week), Continuing claims, week ended July 9 (1.345 million expected, 1.331 during prior week), Leading Index, June (-0.5% expected, -0.4% in during prior month)Friday: S&P Global U.S. Manufacturing PMI, July preliminary (51.8 expected, 52.7 during prior month), S&P Global U.S. Global Services PMI, July preliminary (52.4 expected, 52.7 during prior month), S&P Global U.S. Composite PMI, July preliminary (52.3 during prior month)—Earnings calendarMonday:Before market open: Bank of America (BAC), Goldman Sachs (GS), Charles Schwab (SCHW), Synchrony Financial (SYF), Prologis (PLD)After market close: IBM (IBM)Tuesday:Before market open: Johnson & Johnson (JNJ), Truist Financial (TFC), Interactive Brokers (IBKR), J.B. Hunt Transport (JBHT), Cal-Maine Foods (CALM), Ally Financial (ALLY), Lockheed Martin (LMT), Hasbro (HAS), Halliburton (HAL)After market close: Netflix (NFLX)Wednesday:Before market open: Biogen (BIIB), Baker Hughes (BKR), Comerica (CMA), Nasdaq (NDAQ), Abbott Laboratories (ABT), Northern Trust (NTRS)After market close: Tesla (TSLA), United Airlines (UAL), Knight-Swift Transportation (KNX), Steel Dynamics (STLD), Discover Financial (DFS), Equifax (EFX), Elevance Health (ELV), Alcoa (AA), FNB (FNB)Thursday:Before market open: AT&T (T), Travelers (TRV), D.R. Horton (DHI), Blackstone (BX), Union Pacific (UNP), American Airlines (AAL), Dow (DOW), Nokia (NOK), Danaher (DHR), Fifth Third Bancorp (FITB), Tractor Supply (TSCO), Marsh McLennan (MMC), Interpublic (IPG)After market close: Snap (SNAP), Mattel (MAT), PPG Industries (PPG), Domino’s (DPZ), Tenet Healthcare (THC), Boston Beer (SAM),Friday:Before market open: Twitter (TWTR), American Express (AXP), Verizon Communications (VZ), HCA Healthcare (HCA), Schlumberger (SLB), Regions Financial (RF), Cleveland-Cliffs (CLF)After market close: No notable reports scheduled for release.","news_type":1},"isVote":1,"tweetType":1,"viewCount":24,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9076768894,"gmtCreate":1657921844018,"gmtModify":1676536080495,"author":{"id":"3561335246727315","authorId":"3561335246727315","name":"Chriz","avatar":"https://static.tigerbbs.com/8c393b32112334e204b0590fb83bbc7d","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"[Miser]&nbsp;","listText":"[Miser]&nbsp;","text":"[Miser]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9076768894","repostId":"1137928509","repostType":4,"repost":{"id":"1137928509","pubTimestamp":1657899022,"share":"https://www.laohu8.com/m/news/1137928509?lang=&edition=full","pubTime":"2022-07-15 23:30","market":"us","language":"en","title":"Nio Stock Is Hitting One Pothole After Another","url":"https://stock-news.laohu8.com/highlight/detail?id=1137928509","media":"InvestorPlace","summary":"The problems impacting Chinese electric vehicle maker Nio(NYSE:NIO) are only getting worse.The lates","content":"<html><head></head><body><ul><li>The problems impacting Chinese electric vehicle maker <b>Nio</b>(NYSE:<b><u>NIO</u></b>) are only getting worse.</li><li>The latest blow is a short-seller attack by Grizzly Research that accuses Nio of shady accounting practices.</li><li>The short-seller report is one of several problems that are weighing down NIO stock this year.</li></ul><p>Things are only getting worse for <b>Nio</b>(NYSE:<b><u>NIO</u></b>) stock. In addition to the many other woes impacting the Shanghai-based company, such as Covid-19 lockdowns that have hurt its production and deliveries, a vehicle crash that killed several staff members and went viral online and a trademark lawsuit in Europe, Nio now has to contend with a short-seller report that accuses it of deliberately inflating its revenue and profits.</p><p>The negative report from Grizzly Research comes at the worst possible time for Nio and is akin to kicking a person when they’re down. NIO stock has fallen nearly 37% this year, and is more than 60% below its all-time high of $61.95 reached in January of last year.</p><p><b>Nio Mauled by Grizzly Research</b></p><p>In a scathing report issued on June 28, Grizzly Research accused Nio of cooking its books to continually beat Wall Street forecasts for its earnings and sales. Specifically, Grizzly Research claims that Nio uses affiliate Wuhan Weineng to juice its numbers.</p><p>Nio famously runs a battery-as-a-service (BaaS) program where consumers who purchase Nio vehicles pay a subscription fee to swap depleted batteries for fresh ones rather than shell out big bucks for at-home battery charging infrastructure. However, it is Wuhan Weineng, not Nio, that rents the batteries to Nio vehicle owners. Nio sells the needed batteries to Wuhan Weineng and records the sales as revenue.</p><p>Following an investigation, Grizzly Research alleges that Nio deliberately oversupplies battery packs to Wuhan Weineng to inflate its revenue figures. Based on Wuhan Weineng’s inventory levels, the short-seller estimates that Nio oversupplied more than 21,000 batteries to Wuhan Weineng last year, and that the oversupply boosted Nio’s revenue by 10% and understated its net loss by half. This is a major allegation, but not implausible given that Nio reported revenue growth of 122% and a 24% drop in its net loss for full year 2021.</p><p>Grizzly Research also questions why Nio immediately recognizes revenue from the sale of batteries to Wuhan Weineng rather than spreading the sales out over the seven year subscription period.</p><p>Nio immediately fired back at Grizzly Research, saying that the report contains “numerous errors, unsupported speculations, and misleading conclusions.” The electric vehicle maker also said that it will make relevant disclosures as required by market watchdogs in the U.S., Hong Kong and Singapore, where its stock trades. But so far, Nio has not put forward any disclosures and its stock fell more than 10% on the day the Grizzly Research report was made public.</p><p><b>From Bad to Worse</b></p><p>The short-seller report is just the latest body blow to NIO stock. It also isn’t the only accounting issue the company has run into this year. In early May, Nio’s share price fell 15% in one day after the U.S. Securities and Exchange Commission (SEC) announced that it is investigating an accounting issue at the Chinese company. The SEC investigation stems from the fact that the auditor Nio used to draft its annual report has working papers that have not been verified by either U.S. or Chinese regulators, putting Nio in violation of the U.S. “Holding Foreign Companies Accountable Act.” The SEC could force Nio to delist its shares from the New York Stock Exchange over the matter, a situation that prompted Nio to quickly list its stock on the main exchange in Singapore in addition to the Hang Seng index in Hong Kong.</p><p>In addition to ongoing problems with its books, Nio is also dealing with a raft of other issues that include a lawsuit by German rival <b>Volkswagen</b>(OTCMKTS:<b><u>VWAGY</u></b>) over accusations it has infringed on the trademark of VW-owned nameplate Audi, and the deaths of two staff members who were killed in one of Nio’s test vehicles when it fell from the third floor of a Shanghai parking lot that’s situated next to the company’s global headquarters.</p><p>Even recent news that Nio produced record deliveries in the month of June couldn’t help its stock price. Although Nio delivered nearly 13,000 vehicles last month, its best-ever total, those deliveries lagged behind rivals <b>XPeng</b>(NYSE:<b><u>XPEV</u></b>) and <b>Li Auto</b>(NASDAQ:<b><u>LI</u></b>), sending NIO stock down 6% on the news.</p><p><b>Stay Far Away From NIO Stock</b></p><p>Right now, Nio looks like a house on fire. Even if the short-seller report from Grizzly Research is inaccurate, it has done significant damage to Nio’s reputation and share price. Add in all the other problems facing the company, and the fact that its stock is more than 65% below its all-time high, and there’s no good reason for investors to take a position in Nio.</p><p>In time, things may improve for the electric vehicle maker. But it will likely take a while for the company to resolve the many issues that are negatively impacting its share price. Investors should, therefore, stay far away from Nio for the time being.</p><p>NIO stock is <i>not</i> a buy.</p></body></html>","source":"lsy1606302653667","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Nio Stock Is Hitting One Pothole After Another</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nNio Stock Is Hitting One Pothole After Another\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-07-15 23:30 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://investorplace.com/2022/07/nio-stock-is-hitting-one-pothole-after-another/><strong>InvestorPlace</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>The problems impacting Chinese electric vehicle maker Nio(NYSE:NIO) are only getting worse.The latest blow is a short-seller attack by Grizzly Research that accuses Nio of shady accounting practices....</p>\n\n<a href=\"https://investorplace.com/2022/07/nio-stock-is-hitting-one-pothole-after-another/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NIO":"蔚来","NIO.SI":"蔚来","09866":"蔚来-SW"},"source_url":"https://investorplace.com/2022/07/nio-stock-is-hitting-one-pothole-after-another/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1137928509","content_text":"The problems impacting Chinese electric vehicle maker Nio(NYSE:NIO) are only getting worse.The latest blow is a short-seller attack by Grizzly Research that accuses Nio of shady accounting practices.The short-seller report is one of several problems that are weighing down NIO stock this year.Things are only getting worse for Nio(NYSE:NIO) stock. In addition to the many other woes impacting the Shanghai-based company, such as Covid-19 lockdowns that have hurt its production and deliveries, a vehicle crash that killed several staff members and went viral online and a trademark lawsuit in Europe, Nio now has to contend with a short-seller report that accuses it of deliberately inflating its revenue and profits.The negative report from Grizzly Research comes at the worst possible time for Nio and is akin to kicking a person when they’re down. NIO stock has fallen nearly 37% this year, and is more than 60% below its all-time high of $61.95 reached in January of last year.Nio Mauled by Grizzly ResearchIn a scathing report issued on June 28, Grizzly Research accused Nio of cooking its books to continually beat Wall Street forecasts for its earnings and sales. Specifically, Grizzly Research claims that Nio uses affiliate Wuhan Weineng to juice its numbers.Nio famously runs a battery-as-a-service (BaaS) program where consumers who purchase Nio vehicles pay a subscription fee to swap depleted batteries for fresh ones rather than shell out big bucks for at-home battery charging infrastructure. However, it is Wuhan Weineng, not Nio, that rents the batteries to Nio vehicle owners. Nio sells the needed batteries to Wuhan Weineng and records the sales as revenue.Following an investigation, Grizzly Research alleges that Nio deliberately oversupplies battery packs to Wuhan Weineng to inflate its revenue figures. Based on Wuhan Weineng’s inventory levels, the short-seller estimates that Nio oversupplied more than 21,000 batteries to Wuhan Weineng last year, and that the oversupply boosted Nio’s revenue by 10% and understated its net loss by half. This is a major allegation, but not implausible given that Nio reported revenue growth of 122% and a 24% drop in its net loss for full year 2021.Grizzly Research also questions why Nio immediately recognizes revenue from the sale of batteries to Wuhan Weineng rather than spreading the sales out over the seven year subscription period.Nio immediately fired back at Grizzly Research, saying that the report contains “numerous errors, unsupported speculations, and misleading conclusions.” The electric vehicle maker also said that it will make relevant disclosures as required by market watchdogs in the U.S., Hong Kong and Singapore, where its stock trades. But so far, Nio has not put forward any disclosures and its stock fell more than 10% on the day the Grizzly Research report was made public.From Bad to WorseThe short-seller report is just the latest body blow to NIO stock. It also isn’t the only accounting issue the company has run into this year. In early May, Nio’s share price fell 15% in one day after the U.S. Securities and Exchange Commission (SEC) announced that it is investigating an accounting issue at the Chinese company. The SEC investigation stems from the fact that the auditor Nio used to draft its annual report has working papers that have not been verified by either U.S. or Chinese regulators, putting Nio in violation of the U.S. “Holding Foreign Companies Accountable Act.” The SEC could force Nio to delist its shares from the New York Stock Exchange over the matter, a situation that prompted Nio to quickly list its stock on the main exchange in Singapore in addition to the Hang Seng index in Hong Kong.In addition to ongoing problems with its books, Nio is also dealing with a raft of other issues that include a lawsuit by German rival Volkswagen(OTCMKTS:VWAGY) over accusations it has infringed on the trademark of VW-owned nameplate Audi, and the deaths of two staff members who were killed in one of Nio’s test vehicles when it fell from the third floor of a Shanghai parking lot that’s situated next to the company’s global headquarters.Even recent news that Nio produced record deliveries in the month of June couldn’t help its stock price. Although Nio delivered nearly 13,000 vehicles last month, its best-ever total, those deliveries lagged behind rivals XPeng(NYSE:XPEV) and Li Auto(NASDAQ:LI), sending NIO stock down 6% on the news.Stay Far Away From NIO StockRight now, Nio looks like a house on fire. Even if the short-seller report from Grizzly Research is inaccurate, it has done significant damage to Nio’s reputation and share price. Add in all the other problems facing the company, and the fact that its stock is more than 65% below its all-time high, and there’s no good reason for investors to take a position in Nio.In time, things may improve for the electric vehicle maker. But it will likely take a while for the company to resolve the many issues that are negatively impacting its share price. Investors should, therefore, stay far away from Nio for the time being.NIO stock is not a buy.","news_type":1},"isVote":1,"tweetType":1,"viewCount":26,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9076509747,"gmtCreate":1657859009589,"gmtModify":1676536074218,"author":{"id":"3561335246727315","authorId":"3561335246727315","name":"Chriz","avatar":"https://static.tigerbbs.com/8c393b32112334e204b0590fb83bbc7d","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"Like","listText":"Like","text":"Like","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9076509747","repostId":"2251138110","repostType":4,"repost":{"id":"2251138110","pubTimestamp":1657855692,"share":"https://www.laohu8.com/m/news/2251138110?lang=&edition=full","pubTime":"2022-07-15 11:28","market":"us","language":"en","title":"Better Stock-Split Stock to Buy Right Now: Amazon, Alphabet, Tesla, or Shopify?","url":"https://stock-news.laohu8.com/highlight/detail?id=2251138110","media":"Motley Fool","summary":"Among Amazon, Alphabet, Tesla, and Shopify is one company that can confidently be bought hand over fist right now.","content":"<html><head></head><body><p>Wall Street and investors have been hit with a flurry of news events in 2022, including historically high inflation and Russia&#39;s invasion of Ukraine. Yet amid this market volatility, the investing community has become fixated on companies announcing and enacting stock splits.</p><p>A stock split is a way for a publicly traded company to alter its share price and outstanding share count without affecting its market cap or operating performance. A forward stock split can be particularly helpful to retail investors who don&#39;t have access to fractional-share investing. The execution of a split can lower the nominal-dollar cost to purchase a single share of stock.</p><p>In general, stock splits are viewed as a positive event within the investing community. Think of it this way: A company&#39;s share price wouldn&#39;t be high enough to command a split if the company in question weren&#39;t executing well and out-innovating its competition.</p><p>Since February, e-commerce kingpin <a href=\"https://laohu8.com/S/AMZN\">Amazon</a>, internet search giant Alphabet (GOOGL) (GOOG), electric-vehicle (EV) manufacturer <a href=\"https://laohu8.com/S/TSLA\">Tesla</a>, and cloud-based e-commerce platform <a href=\"https://laohu8.com/S/SHOP\">Shopify </a> have all announced stock splits. The prevailing question is, which of these stock-split stocks makes for the better buy right now?</p><h2>Should you load up on Amazon?</h2><p>First up is Amazon, which announced a 20-for-1 stock split in March and executed that split on June 6, 2022.</p><p>If there&#39;s a knock against Amazon, it&#39;s the growing likelihood of a recession in the United States. The bulk of Amazon&#39;s revenue comes from its online marketplace. If retail sales were to shift into reverse, Amazon&#39;s lofty price-to-cash-flow ratio would stick out like a sore thumb in a declining market.</p><p>There&#39;s plenty to like here, whether we&#39;re focused on Amazon&#39;s leading retail segment or its ancillary operations. For instance, a March 2022 report from eMarketer estimates that Amazon will account for nearly 40% of all online U.S. spending this year. Even as a low-margin operating segment, this online retail dominance has helped Amazon sign up more than 200 million Prime subscribers worldwide. The fees Amazon collects from its Prime members help to fuel investments in its logistics network and allows the company to undercut brick-and-mortar retailers on price.</p><p>Even more exciting than its leading online marketplace is Amazon Web Services (AWS). According to data from Canalys, AWS accounted for a third of global cloud infrastructure spending during the first quarter. With cloud service growth still in its early innings, AWS looks to be Amazon&#39;s golden ticket going forward.</p><h2>Could your search end with Alphabet?</h2><p>The next stock up is Alphabet, the parent company of internet search-engine Google and streaming-platform YouTube. Alphabet announced plans to conduct a 20-for-1 split back in February and will make good on those plans as of tomorrow, July 15, which is when its stock split will officially take effect.</p><p>Like Amazon, the biggest worry with Alphabet is that a near-term recession could derail its core business. Since a majority of Alphabet&#39;s revenue is derived from advertising, and ad revenue is one of the first things to be hit during a recession, there remains a very real concern that a weakening U.S. and/or global economy could send shares of this megacap stock lower (stock split or not).</p><p>But also like Amazon, Alphabet brings its fair share of competitive advantages to the table. For example, data from GlobalStats shows that Google has controlled no less 91% of worldwide internet search share over the trailing-24-month period. Having a practical monopoly on internet search makes it easy for Google parent Alphabet to command top dollar for ad placement.</p><p>But this is a company that&#39;s about far more than just internet search these days. YouTube has become the second-most-visited social site on the planet, while Google Cloud has grown into the world&#39;s No. 3 cloud infrastructure service provider. There&#39;s a good chance Google Cloud could become Alphabet&#39;s leading operating cash flow driver by the midpoint of the decade.</p><h2>Should you stomp the accelerator with Tesla?</h2><p>EV-maker Tesla is the third company aiming to take advantage of stock-split euphoria. Having already split its shares 5-for-1 in August 2020, Tesla is seeking shareholder authorization to split its shares 3-for-1 at its upcoming annual meeting on Aug. 4, 2022.</p><p>If there&#39;s a red flag with Tesla, it may well be the company&#39;s innovative CEO, Elon Musk. Although Musk is a visionary, he&#39;s proved to be a liability for the company on more than one occasion. He&#39;s frequently overpromised and underdelivered new technology, and more recently, he&#39;s been occupied by the idea of acquiring (or not acquiring) social media site <b>Twitter</b>. Without Musk fully involved in Tesla&#39;s operations, it&#39;s not difficult to see competitors catching up from a production and performance standpoint.</p><p>Then again, Tesla did something no other automaker has done in over five decades: build itself from the ground up to mass production. Tesla looks like it&#39;s well on its way to surpassing 1 million vehicles produced this year, even with semiconductor-chip shortages and supply chains remaining challenged by the COVID-19 pandemic.</p><p>Tesla&#39;s competitive advantages could be difficult to topple, as well, thanks to ongoing innovation. Few EV manufacturers have, thus far, come close to competing with Tesla with regard to battery power, range, or capacity.</p><h2>Is Shopify worth adding to your cart?</h2><p>The fourth ultra-popular stock-split stock is cloud-based e-commerce platform Shopify. The company announced plans to conduct a 10-for-1 stock split in April and began trading at its post-split price on June 29, 2022.</p><p>Not to sound like a broken record, but the biggest concern for Shopify is similar to that of Amazon and Alphabet -- the growing threat of a recession. Shopify is counting on small-business growth to drive subscription demand and payment volume on its platform significantly higher. If economic activity falters, it would expose Shopify&#39;s lofty valuation multiples.</p><p>The good news for Shopify is that it has an exceptionally long runway to grow its operations. According to a company presentation in 2021, Shopify is sitting on a $153 billion addressable market solely from small businesses. This doesn&#39;t even factor in the company&#39;s numerous wins with bigger businesses in recent quarters.</p><p>Reinvesting in Shopify&#39;s ecosystem can pay sizable dividends, as well. Last year, Shopify launched its own buy now, pay later (BNPL) service, known as Shop Pay. A BNPL service offers its merchants more financial flexibility, and it&#39;s allowed Shopify to gobble up a sizable percentage of U.S. BNPL market share.</p><h2>And the better stock-split stock to buy right now is...</h2><p>Now that you&#39;ve had a closer look at four highly popular stock-split stocks, we can return to the question at hand. Among Amazon, Alphabet, Tesla, and Shopify, which stock-split stock is the better buy right now?</p><p>In my view, two of these four names can be eliminated right off the bat. First, we can get rid of Tesla due to the diversion created by Elon Musk, as well as the company&#39;s lofty premium to earnings. Most automakers tend to trade at a single-digit price-to-earnings ratio. With traditional automakers spending billions on EV and autonomous research, it seems unlikely Tesla will hang onto its competitive advantages for much longer.</p><p>I believe we can eliminate Shopify, as well. While I believe Shopify has a bright future over the very long term, retail-oriented businesses could struggle mightily until the nation&#39;s central bank has completed its rate-hiking cycle. It&#39;s also not entirely clear how BNPL services will fare during a period of economic weakness. Even with Shopify more than 80% below its all-time high, it&#39;s still quite pricey at close to 135 times Wall Street&#39;s forecast earnings for 2023.</p><p>This effectively brings it down to Amazon versus Alphabet -- and we&#39;ve been here before. While I believe both companies should be expected to outperform the broader market over the long run, it&#39;s Alphabet that stands out as the smarter stock-split stock to buy.</p><p>Even if Alphabet&#39;s advertising business takes a hit in the near term, the company&#39;s historically inexpensive valuation (just 17 times Wall Street&#39;s forward-year consensus earnings) provides a healthy downside buffer that these other stock-split stocks don&#39;t offer. In fact, Alphabet becomes even cheaper if you back out its $134 billion in cash, cash equivalents, and marketable securities.</p><p>If you&#39;re looking for safety and upside among stock-split stocks, Alphabet is where you&#39;ll find it.</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>Better Stock-Split Stock to Buy Right Now: Amazon, Alphabet, Tesla, or Shopify?</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\">\nBetter Stock-Split Stock to Buy Right Now: Amazon, Alphabet, Tesla, or Shopify?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-07-15 11:28 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2022/07/14/better-stock-split-amazon-alphabet-tesla-shopify/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Wall Street and investors have been hit with a flurry of news events in 2022, including historically high inflation and Russia's invasion of Ukraine. Yet amid this market volatility, the investing ...</p>\n\n<a href=\"https://www.fool.com/investing/2022/07/14/better-stock-split-amazon-alphabet-tesla-shopify/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"GOOG":"谷歌","GOOGL":"谷歌A","TSLA":"特斯拉","AMZN":"亚马逊","SHOP":"Shopify Inc"},"source_url":"https://www.fool.com/investing/2022/07/14/better-stock-split-amazon-alphabet-tesla-shopify/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2251138110","content_text":"Wall Street and investors have been hit with a flurry of news events in 2022, including historically high inflation and Russia's invasion of Ukraine. Yet amid this market volatility, the investing community has become fixated on companies announcing and enacting stock splits.A stock split is a way for a publicly traded company to alter its share price and outstanding share count without affecting its market cap or operating performance. A forward stock split can be particularly helpful to retail investors who don't have access to fractional-share investing. The execution of a split can lower the nominal-dollar cost to purchase a single share of stock.In general, stock splits are viewed as a positive event within the investing community. Think of it this way: A company's share price wouldn't be high enough to command a split if the company in question weren't executing well and out-innovating its competition.Since February, e-commerce kingpin Amazon, internet search giant Alphabet (GOOGL) (GOOG), electric-vehicle (EV) manufacturer Tesla, and cloud-based e-commerce platform Shopify  have all announced stock splits. The prevailing question is, which of these stock-split stocks makes for the better buy right now?Should you load up on Amazon?First up is Amazon, which announced a 20-for-1 stock split in March and executed that split on June 6, 2022.If there's a knock against Amazon, it's the growing likelihood of a recession in the United States. The bulk of Amazon's revenue comes from its online marketplace. If retail sales were to shift into reverse, Amazon's lofty price-to-cash-flow ratio would stick out like a sore thumb in a declining market.There's plenty to like here, whether we're focused on Amazon's leading retail segment or its ancillary operations. For instance, a March 2022 report from eMarketer estimates that Amazon will account for nearly 40% of all online U.S. spending this year. Even as a low-margin operating segment, this online retail dominance has helped Amazon sign up more than 200 million Prime subscribers worldwide. The fees Amazon collects from its Prime members help to fuel investments in its logistics network and allows the company to undercut brick-and-mortar retailers on price.Even more exciting than its leading online marketplace is Amazon Web Services (AWS). According to data from Canalys, AWS accounted for a third of global cloud infrastructure spending during the first quarter. With cloud service growth still in its early innings, AWS looks to be Amazon's golden ticket going forward.Could your search end with Alphabet?The next stock up is Alphabet, the parent company of internet search-engine Google and streaming-platform YouTube. Alphabet announced plans to conduct a 20-for-1 split back in February and will make good on those plans as of tomorrow, July 15, which is when its stock split will officially take effect.Like Amazon, the biggest worry with Alphabet is that a near-term recession could derail its core business. Since a majority of Alphabet's revenue is derived from advertising, and ad revenue is one of the first things to be hit during a recession, there remains a very real concern that a weakening U.S. and/or global economy could send shares of this megacap stock lower (stock split or not).But also like Amazon, Alphabet brings its fair share of competitive advantages to the table. For example, data from GlobalStats shows that Google has controlled no less 91% of worldwide internet search share over the trailing-24-month period. Having a practical monopoly on internet search makes it easy for Google parent Alphabet to command top dollar for ad placement.But this is a company that's about far more than just internet search these days. YouTube has become the second-most-visited social site on the planet, while Google Cloud has grown into the world's No. 3 cloud infrastructure service provider. There's a good chance Google Cloud could become Alphabet's leading operating cash flow driver by the midpoint of the decade.Should you stomp the accelerator with Tesla?EV-maker Tesla is the third company aiming to take advantage of stock-split euphoria. Having already split its shares 5-for-1 in August 2020, Tesla is seeking shareholder authorization to split its shares 3-for-1 at its upcoming annual meeting on Aug. 4, 2022.If there's a red flag with Tesla, it may well be the company's innovative CEO, Elon Musk. Although Musk is a visionary, he's proved to be a liability for the company on more than one occasion. He's frequently overpromised and underdelivered new technology, and more recently, he's been occupied by the idea of acquiring (or not acquiring) social media site Twitter. Without Musk fully involved in Tesla's operations, it's not difficult to see competitors catching up from a production and performance standpoint.Then again, Tesla did something no other automaker has done in over five decades: build itself from the ground up to mass production. Tesla looks like it's well on its way to surpassing 1 million vehicles produced this year, even with semiconductor-chip shortages and supply chains remaining challenged by the COVID-19 pandemic.Tesla's competitive advantages could be difficult to topple, as well, thanks to ongoing innovation. Few EV manufacturers have, thus far, come close to competing with Tesla with regard to battery power, range, or capacity.Is Shopify worth adding to your cart?The fourth ultra-popular stock-split stock is cloud-based e-commerce platform Shopify. The company announced plans to conduct a 10-for-1 stock split in April and began trading at its post-split price on June 29, 2022.Not to sound like a broken record, but the biggest concern for Shopify is similar to that of Amazon and Alphabet -- the growing threat of a recession. Shopify is counting on small-business growth to drive subscription demand and payment volume on its platform significantly higher. If economic activity falters, it would expose Shopify's lofty valuation multiples.The good news for Shopify is that it has an exceptionally long runway to grow its operations. According to a company presentation in 2021, Shopify is sitting on a $153 billion addressable market solely from small businesses. This doesn't even factor in the company's numerous wins with bigger businesses in recent quarters.Reinvesting in Shopify's ecosystem can pay sizable dividends, as well. Last year, Shopify launched its own buy now, pay later (BNPL) service, known as Shop Pay. A BNPL service offers its merchants more financial flexibility, and it's allowed Shopify to gobble up a sizable percentage of U.S. BNPL market share.And the better stock-split stock to buy right now is...Now that you've had a closer look at four highly popular stock-split stocks, we can return to the question at hand. Among Amazon, Alphabet, Tesla, and Shopify, which stock-split stock is the better buy right now?In my view, two of these four names can be eliminated right off the bat. First, we can get rid of Tesla due to the diversion created by Elon Musk, as well as the company's lofty premium to earnings. Most automakers tend to trade at a single-digit price-to-earnings ratio. With traditional automakers spending billions on EV and autonomous research, it seems unlikely Tesla will hang onto its competitive advantages for much longer.I believe we can eliminate Shopify, as well. While I believe Shopify has a bright future over the very long term, retail-oriented businesses could struggle mightily until the nation's central bank has completed its rate-hiking cycle. It's also not entirely clear how BNPL services will fare during a period of economic weakness. Even with Shopify more than 80% below its all-time high, it's still quite pricey at close to 135 times Wall Street's forecast earnings for 2023.This effectively brings it down to Amazon versus Alphabet -- and we've been here before. While I believe both companies should be expected to outperform the broader market over the long run, it's Alphabet that stands out as the smarter stock-split stock to buy.Even if Alphabet's advertising business takes a hit in the near term, the company's historically inexpensive valuation (just 17 times Wall Street's forward-year consensus earnings) provides a healthy downside buffer that these other stock-split stocks don't offer. In fact, Alphabet becomes even cheaper if you back out its $134 billion in cash, cash equivalents, and marketable securities.If you're looking for safety and upside among stock-split stocks, Alphabet is where you'll find it.","news_type":1},"isVote":1,"tweetType":1,"viewCount":71,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9078718715,"gmtCreate":1657754344737,"gmtModify":1676536054885,"author":{"id":"3561335246727315","authorId":"3561335246727315","name":"Chriz","avatar":"https://static.tigerbbs.com/8c393b32112334e204b0590fb83bbc7d","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"Like","listText":"Like","text":"Like","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9078718715","repostId":"1176756062","repostType":4,"repost":{"id":"1176756062","pubTimestamp":1657753696,"share":"https://www.laohu8.com/m/news/1176756062?lang=&edition=full","pubTime":"2022-07-14 07:08","market":"us","language":"en","title":"Fed Could Weigh Historic 100 Basis-Point Hike After Inflation Scorcher","url":"https://stock-news.laohu8.com/highlight/detail?id=1176756062","media":"Bloomberg","summary":"Futures show one-in-two chance of super-sized July move75 basis points now also in play for Fed’s Se","content":"<html><head></head><body><ul><li>Futures show one-in-two chance of super-sized July move</li><li>75 basis points now also in play for Fed’s September meeting</li></ul><p>Federal Reserve officials may debate a historic one percentage-point rate hike later this month after another searing inflation report piled pressure on the central bank to act.</p><p>“Everything is in play,” Atlanta Fed President Raphael Bostic told reporters in St. Petersburg, Florida, on Wednesday after US consumer prices rose a faster-than-forecast 9.1% in the year through June. Asked if that included raising rates by a full percentage point, he replied, “it would mean everything.”</p><p>The comments added fuel to bets that the Fed is more likely than not to raise interest rates by 100 basis points when it meets July 26-27, which would be the largest increase since the Fed started directly using overnight interest rates to conduct monetary policy in the early 1990s. Americans are furious over high prices and critics blame the Fed for its initial slow response.</p><p>“I think they have time, if they want, to change that expectation to 100. I don’t think they’ve given us a great reason why they should be going slow here, or being gradual,” said Michael Feroli, chief US economist at JPMorgan Chase &amp; Co.</p><p>“If you do in fact get 100 in July and 75 in September, then I think the growth outlook for later in the year probably deteriorates. Right now I’m inclined to think that the main impact might be to motivate more front loading by the Fed,” he said.</p><p><img src=\"https://static.tigerbbs.com/6544da817b130f6caed4282a2e2756e2\" tg-width=\"800\" tg-height=\"387\" width=\"100%\" height=\"auto\"/></p><p>Given the acceleration in monthly inflation, economists at Nomura Securities International now expect a full percentage-point increase in the Fed’s benchmark rate at the upcoming policy meeting.</p><p>“Incoming data suggests the Fed’s inflation problem has worsened, and we expect policy makers to react by scaling up the pace of rate hikes to reinforce their credibility,” Nomura’s Aichi Amemiya, Robert Dent and Jacob Meyer, said in a note.</p><p>Fed Chair Jerome Powell told reporters last month after the central bank raised rates by 75 basis points, to a range of 1.5% to 1.75%, that either a 50 or 75 basis-point increase was likely in July. A majority of his colleagues since then have either echoed his line or endorsed the bigger move.</p><p>Cleveland Fed President Loretta Mester will be interviewed on Bloomberg Television on Wednesday evening. Fed Governor Christopher Waller is scheduled to speak on Thursday, while Bostic and his St. Louis colleague James Bullard both have events on Friday. After that officials enter their pre-meeting blackout period.</p><p>Central banks globally are confronting unprecedented inflation, prompting historic rate hikes from Hungary to Pakistan. The Bank of Canada on Wednesday increased rates by a surprise full percentage point amid fears that decades-high price pressures are becoming entrenched.</p><p>What Bloomberg Economics Says...</p><blockquote>“The Fed is right to worry about the unmooring of inflation expectations -- and this report raises the chance of an even larger rate hike than 75 basis points down the line.”-- Anna Wong and Andrew Husby, economists</blockquote><p>Brett Ryan, senior US economist at Deutsche Bank AG, said it made sense to price in some risk of a larger Fed move, but saw it as unlikely without explicit communication from the central bank.</p><p>“The hawks had to have agreed to the guidance of 50 to 75, with the understanding that if we got an upside print, 75 would be the number,” he said. “They have time to communicate if they want to put that message out there.”</p><p>The US central bank has pivoted to aggressive policy tightening to confront the highest inflation in 40 years, which critics say was egged on by policy makers’ slow initial response. They raised rates by 75 basis points last month -- the largest increase since 1994 -- despite previously signaling that they were on track for a smaller half-point move.</p><p>“You have to put 100 on the table for July,” said Andrew Hollenhorst, Citigroup chief US economist. “Everybody should be quite cautious about calling peak inflation -- a few months ago the peak was supposed to be 8.3%.”</p><p>Fed officials have said they want to push policy into restrictive territory, to a range of 3.25 to 3.5% by the end of this year, according to the median projection from the quarterly economic projections released in June. Futures markets Wednesday showed investors pricing in an even higher 3.5% to 3.75% range by year end.</p><p>Economists warn that such a fast pace of large increases could push the US into recession. Ahandfulof banks are calling for a contraction starting this year, while others see it starting next year.</p><p>“The more aggressive the Fed gets, it’s a question of what kind of recession we are going to get,” said Tom Porcelli, chief US economist at RBC Capital Markets. “It’s really easy to make the case that the Fed is going to be just as spooked by this number as they were the last -- that’s the right way to think about it.”</p><p>The Fed’s abrupt change to a 75 basis-point increase last month came on the back of a preliminary survey showing consumer expectations for future inflation were rising.</p><p>Subsequent updates to the data, which came after the Fed’s meeting, erased most of that uptick, but preliminary July figures, expected Friday, may provide policy makers with more ammunition to super-size this month’s hike.</p><p>Inflation expectations are particularly concerning to Powell and his colleagues, who are trying to avoid a 1970s-style price spiral.</p><p>“After what happened in June, I do not rule anything out,’ said Stephen Stanley, chief economist at Amherst Pierpont Securities. “I had been thinking that the Fed would decelerate to a 50-basis-point-per-meeting pace beginning in September, but if the next two monthly inflation numbers look like May’s and June’s, all bets are off.”</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>Fed Could Weigh Historic 100 Basis-Point Hike After Inflation Scorcher</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; 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overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nFed Could Weigh Historic 100 Basis-Point Hike After Inflation Scorcher\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-07-14 07:08 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.bloomberg.com/news/articles/2022-07-13/fed-could-weigh-historic-100-basis-point-hike-after-cpi-scorcher><strong>Bloomberg</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Futures show one-in-two chance of super-sized July move75 basis points now also in play for Fed’s September meetingFederal Reserve officials may debate a historic one percentage-point rate hike later ...</p>\n\n<a href=\"https://www.bloomberg.com/news/articles/2022-07-13/fed-could-weigh-historic-100-basis-point-hike-after-cpi-scorcher\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".DJI":"道琼斯",".IXIC":"NASDAQ Composite",".SPX":"S&P 500 Index"},"source_url":"https://www.bloomberg.com/news/articles/2022-07-13/fed-could-weigh-historic-100-basis-point-hike-after-cpi-scorcher","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1176756062","content_text":"Futures show one-in-two chance of super-sized July move75 basis points now also in play for Fed’s September meetingFederal Reserve officials may debate a historic one percentage-point rate hike later this month after another searing inflation report piled pressure on the central bank to act.“Everything is in play,” Atlanta Fed President Raphael Bostic told reporters in St. Petersburg, Florida, on Wednesday after US consumer prices rose a faster-than-forecast 9.1% in the year through June. Asked if that included raising rates by a full percentage point, he replied, “it would mean everything.”The comments added fuel to bets that the Fed is more likely than not to raise interest rates by 100 basis points when it meets July 26-27, which would be the largest increase since the Fed started directly using overnight interest rates to conduct monetary policy in the early 1990s. Americans are furious over high prices and critics blame the Fed for its initial slow response.“I think they have time, if they want, to change that expectation to 100. I don’t think they’ve given us a great reason why they should be going slow here, or being gradual,” said Michael Feroli, chief US economist at JPMorgan Chase & Co.“If you do in fact get 100 in July and 75 in September, then I think the growth outlook for later in the year probably deteriorates. Right now I’m inclined to think that the main impact might be to motivate more front loading by the Fed,” he said.Given the acceleration in monthly inflation, economists at Nomura Securities International now expect a full percentage-point increase in the Fed’s benchmark rate at the upcoming policy meeting.“Incoming data suggests the Fed’s inflation problem has worsened, and we expect policy makers to react by scaling up the pace of rate hikes to reinforce their credibility,” Nomura’s Aichi Amemiya, Robert Dent and Jacob Meyer, said in a note.Fed Chair Jerome Powell told reporters last month after the central bank raised rates by 75 basis points, to a range of 1.5% to 1.75%, that either a 50 or 75 basis-point increase was likely in July. A majority of his colleagues since then have either echoed his line or endorsed the bigger move.Cleveland Fed President Loretta Mester will be interviewed on Bloomberg Television on Wednesday evening. Fed Governor Christopher Waller is scheduled to speak on Thursday, while Bostic and his St. Louis colleague James Bullard both have events on Friday. After that officials enter their pre-meeting blackout period.Central banks globally are confronting unprecedented inflation, prompting historic rate hikes from Hungary to Pakistan. The Bank of Canada on Wednesday increased rates by a surprise full percentage point amid fears that decades-high price pressures are becoming entrenched.What Bloomberg Economics Says...“The Fed is right to worry about the unmooring of inflation expectations -- and this report raises the chance of an even larger rate hike than 75 basis points down the line.”-- Anna Wong and Andrew Husby, economistsBrett Ryan, senior US economist at Deutsche Bank AG, said it made sense to price in some risk of a larger Fed move, but saw it as unlikely without explicit communication from the central bank.“The hawks had to have agreed to the guidance of 50 to 75, with the understanding that if we got an upside print, 75 would be the number,” he said. “They have time to communicate if they want to put that message out there.”The US central bank has pivoted to aggressive policy tightening to confront the highest inflation in 40 years, which critics say was egged on by policy makers’ slow initial response. They raised rates by 75 basis points last month -- the largest increase since 1994 -- despite previously signaling that they were on track for a smaller half-point move.“You have to put 100 on the table for July,” said Andrew Hollenhorst, Citigroup chief US economist. “Everybody should be quite cautious about calling peak inflation -- a few months ago the peak was supposed to be 8.3%.”Fed officials have said they want to push policy into restrictive territory, to a range of 3.25 to 3.5% by the end of this year, according to the median projection from the quarterly economic projections released in June. Futures markets Wednesday showed investors pricing in an even higher 3.5% to 3.75% range by year end.Economists warn that such a fast pace of large increases could push the US into recession. Ahandfulof banks are calling for a contraction starting this year, while others see it starting next year.“The more aggressive the Fed gets, it’s a question of what kind of recession we are going to get,” said Tom Porcelli, chief US economist at RBC Capital Markets. “It’s really easy to make the case that the Fed is going to be just as spooked by this number as they were the last -- that’s the right way to think about it.”The Fed’s abrupt change to a 75 basis-point increase last month came on the back of a preliminary survey showing consumer expectations for future inflation were rising.Subsequent updates to the data, which came after the Fed’s meeting, erased most of that uptick, but preliminary July figures, expected Friday, may provide policy makers with more ammunition to super-size this month’s hike.Inflation expectations are particularly concerning to Powell and his colleagues, who are trying to avoid a 1970s-style price spiral.“After what happened in June, I do not rule anything out,’ said Stephen Stanley, chief economist at Amherst Pierpont Securities. “I had been thinking that the Fed would decelerate to a 50-basis-point-per-meeting pace beginning in September, but if the next two monthly inflation numbers look like May’s and June’s, all bets are off.”","news_type":1},"isVote":1,"tweetType":1,"viewCount":24,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"hots":[{"id":149060344,"gmtCreate":1625694856788,"gmtModify":1703746414773,"author":{"id":"3561335246727315","authorId":"3561335246727315","name":"Chriz","avatar":"https://static.tigerbbs.com/8c393b32112334e204b0590fb83bbc7d","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"Woow","listText":"Woow","text":"Woow","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":13,"commentSize":5,"repostSize":0,"link":"https://ttm.financial/post/149060344","repostId":"2149313903","repostType":4,"isVote":1,"tweetType":1,"viewCount":78,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":190154269,"gmtCreate":1620607767251,"gmtModify":1704345364505,"author":{"id":"3561335246727315","authorId":"3561335246727315","name":"Chriz","avatar":"https://static.tigerbbs.com/8c393b32112334e204b0590fb83bbc7d","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"Comment?","listText":"Comment?","text":"Comment?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":9,"repostSize":0,"link":"https://ttm.financial/post/190154269","repostId":"2134686276","repostType":4,"isVote":1,"tweetType":1,"viewCount":51,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":374403327,"gmtCreate":1619473291069,"gmtModify":1704724324633,"author":{"id":"3561335246727315","authorId":"3561335246727315","name":"Chriz","avatar":"https://static.tigerbbs.com/8c393b32112334e204b0590fb83bbc7d","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"Nice","listText":"Nice","text":"Nice","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":7,"repostSize":0,"link":"https://ttm.financial/post/374403327","repostId":"1197393438","repostType":4,"repost":{"id":"1197393438","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":1619450047,"share":"https://www.laohu8.com/m/news/1197393438?lang=&edition=full","pubTime":"2021-04-26 23:14","market":"us","language":"en","title":"U.S. bank appetite for Treasuries unfazed after Fed ends regulatory relief","url":"https://stock-news.laohu8.com/highlight/detail?id=1197393438","media":"Reuters","summary":"U.S. banks’ demand for Treasury securities has not dimmed, contrary to expectations, since the Feder","content":"<p>U.S. banks’ demand for Treasury securities has not dimmed, contrary to expectations, since the Federal Reserve let expire a waiver to a capital adequacy regulation granted early in the pandemic, even as firms seek to raise more capital via debt issuance instead.</p>\n<p>That should prevent spikes in U.S. Treasury yields and keep them in a narrow range this year.</p>\n<p>The waiver to the supplementary leverage ratio expired on March 31. That means big banks, as of April 1, have resumed holding more loss-absorbing capital against U.S. Treasuries and central bank deposits.</p>\n<p>The Fed also said it would undertake a formal review of the SLR given concerns it is no longer functioning as intended with the central bank’s COVID-19 monetary policy measures.</p>\n<p>“When we were all talking about the SLR a couple of months ago, we were worried that the exemptions will expire... and banks would sell Treasuries, but the SLR (exemption) went away, and we didn’t really see significant selling pressure,” said Dan Krieter, interest rates strategist at BMO Capital in Chicago.</p>\n<p>Along with other investors, some bank buying has lifted Treasury prices since the beginning of the month, pushing U.S. 10-year yields about 20 basis points lower. They were last at 1.572%.</p>\n<p>Instead of selling Treasuries to meet the capital ratios, analysts said banks are issuing debt. By issuing debt, a bank raises capital against its assets, lifting capital ratios.</p>\n<p>Bank issuers are jumping in to take advantage of the low cost of capital with an eye to the future amid potentially higher rates and borrowing costs, said Lyn Graham-Taylor, senior rates strategist at Rabobank in London.</p>\n<p>JPMorgan Chase, Bank of America, Goldman Sachs and Morgan Stanley have or are planning to issue a total of $40 billion in debt, according to media reports.</p>\n<p>JPMorgan’s $13 billion bond sale on April 15 was briefly an industry record until it was topped the next day by Bank of America’s $15 billion offering.</p>\n<p>“The Fed has also hinted heavily at a permanent tweak to SLR calculations that likely prevented any large selling of Treasuries,” BMO’s Krieter said.</p>\n<p>The latest Fed data on primary dealer holdings of Treasuries, one component of bank ownership of U.S. government debt, showed a slight increase of their Treasury inventory as of April 14, to $125.6 billion, from a week earlier.</p>\n<p>Primary dealer holdings did decline from end-February to mid-March as banks braced for the expiration of the SLR exemption, data showed.</p>\n<p>U.S. banks currently hold between 8%-10% of publicly available Treasury securities, according to Fed data. That is a major chunk that could move yields if there are reallocations away from Treasuries.</p>\n<p>In April 2020, the Fed excluded Treasuries and central bank deposits from the leverage ratio until March 31, a move aimed at easing Treasury market stress and encouraging banks to lend.</p>\n<p>“From my understanding, there weren’t many banks that have been using the SLR exemption on their Treasury holdings anyway,” said Patrick Leary, chief market strategist and senior trader at broker-dealer Incapital.</p>\n<p>DEBT ISSUANCE VS SELLING TREASURIES</p>\n<p>Issuing debt is far more advantageous to banks compared with selling Treasuries, analysts said, even though they could lose money doing so.</p>\n<p>“Funding a portfolio of bank reserves and Treasuries with unsecured bank debt is likely a negative arbitrage proposition,” said BMO’s Krieter. “Interest on reserves don’t earn much and they earn less than what you’re paying for the debt that funds it.”</p>\n<p>But Krieter noted that selling Treasuries has been a much more expensive exercise than issuing debt.</p>\n<p>“To maintain a certain SLR, you might sell Treasuries and then presumably buy them back at a higher market price once the permanent exemption comes,” Krieter said.</p>\n<p>“In this example, you’re paying the full bid/ask spread on a Treasury portfolio worth tens of billions of dollars.”</p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>U.S. bank appetite for Treasuries unfazed after Fed ends regulatory relief</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nU.S. bank appetite for Treasuries unfazed after Fed ends regulatory relief\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\">2021-04-26 23:14</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>U.S. banks’ demand for Treasury securities has not dimmed, contrary to expectations, since the Federal Reserve let expire a waiver to a capital adequacy regulation granted early in the pandemic, even as firms seek to raise more capital via debt issuance instead.</p>\n<p>That should prevent spikes in U.S. Treasury yields and keep them in a narrow range this year.</p>\n<p>The waiver to the supplementary leverage ratio expired on March 31. That means big banks, as of April 1, have resumed holding more loss-absorbing capital against U.S. Treasuries and central bank deposits.</p>\n<p>The Fed also said it would undertake a formal review of the SLR given concerns it is no longer functioning as intended with the central bank’s COVID-19 monetary policy measures.</p>\n<p>“When we were all talking about the SLR a couple of months ago, we were worried that the exemptions will expire... and banks would sell Treasuries, but the SLR (exemption) went away, and we didn’t really see significant selling pressure,” said Dan Krieter, interest rates strategist at BMO Capital in Chicago.</p>\n<p>Along with other investors, some bank buying has lifted Treasury prices since the beginning of the month, pushing U.S. 10-year yields about 20 basis points lower. They were last at 1.572%.</p>\n<p>Instead of selling Treasuries to meet the capital ratios, analysts said banks are issuing debt. By issuing debt, a bank raises capital against its assets, lifting capital ratios.</p>\n<p>Bank issuers are jumping in to take advantage of the low cost of capital with an eye to the future amid potentially higher rates and borrowing costs, said Lyn Graham-Taylor, senior rates strategist at Rabobank in London.</p>\n<p>JPMorgan Chase, Bank of America, Goldman Sachs and Morgan Stanley have or are planning to issue a total of $40 billion in debt, according to media reports.</p>\n<p>JPMorgan’s $13 billion bond sale on April 15 was briefly an industry record until it was topped the next day by Bank of America’s $15 billion offering.</p>\n<p>“The Fed has also hinted heavily at a permanent tweak to SLR calculations that likely prevented any large selling of Treasuries,” BMO’s Krieter said.</p>\n<p>The latest Fed data on primary dealer holdings of Treasuries, one component of bank ownership of U.S. government debt, showed a slight increase of their Treasury inventory as of April 14, to $125.6 billion, from a week earlier.</p>\n<p>Primary dealer holdings did decline from end-February to mid-March as banks braced for the expiration of the SLR exemption, data showed.</p>\n<p>U.S. banks currently hold between 8%-10% of publicly available Treasury securities, according to Fed data. That is a major chunk that could move yields if there are reallocations away from Treasuries.</p>\n<p>In April 2020, the Fed excluded Treasuries and central bank deposits from the leverage ratio until March 31, a move aimed at easing Treasury market stress and encouraging banks to lend.</p>\n<p>“From my understanding, there weren’t many banks that have been using the SLR exemption on their Treasury holdings anyway,” said Patrick Leary, chief market strategist and senior trader at broker-dealer Incapital.</p>\n<p>DEBT ISSUANCE VS SELLING TREASURIES</p>\n<p>Issuing debt is far more advantageous to banks compared with selling Treasuries, analysts said, even though they could lose money doing so.</p>\n<p>“Funding a portfolio of bank reserves and Treasuries with unsecured bank debt is likely a negative arbitrage proposition,” said BMO’s Krieter. “Interest on reserves don’t earn much and they earn less than what you’re paying for the debt that funds it.”</p>\n<p>But Krieter noted that selling Treasuries has been a much more expensive exercise than issuing debt.</p>\n<p>“To maintain a certain SLR, you might sell Treasuries and then presumably buy them back at a higher market price once the permanent exemption comes,” Krieter said.</p>\n<p>“In this example, you’re paying the full bid/ask spread on a Treasury portfolio worth tens of billions of dollars.”</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1197393438","content_text":"U.S. banks’ demand for Treasury securities has not dimmed, contrary to expectations, since the Federal Reserve let expire a waiver to a capital adequacy regulation granted early in the pandemic, even as firms seek to raise more capital via debt issuance instead.\nThat should prevent spikes in U.S. Treasury yields and keep them in a narrow range this year.\nThe waiver to the supplementary leverage ratio expired on March 31. That means big banks, as of April 1, have resumed holding more loss-absorbing capital against U.S. Treasuries and central bank deposits.\nThe Fed also said it would undertake a formal review of the SLR given concerns it is no longer functioning as intended with the central bank’s COVID-19 monetary policy measures.\n“When we were all talking about the SLR a couple of months ago, we were worried that the exemptions will expire... and banks would sell Treasuries, but the SLR (exemption) went away, and we didn’t really see significant selling pressure,” said Dan Krieter, interest rates strategist at BMO Capital in Chicago.\nAlong with other investors, some bank buying has lifted Treasury prices since the beginning of the month, pushing U.S. 10-year yields about 20 basis points lower. They were last at 1.572%.\nInstead of selling Treasuries to meet the capital ratios, analysts said banks are issuing debt. By issuing debt, a bank raises capital against its assets, lifting capital ratios.\nBank issuers are jumping in to take advantage of the low cost of capital with an eye to the future amid potentially higher rates and borrowing costs, said Lyn Graham-Taylor, senior rates strategist at Rabobank in London.\nJPMorgan Chase, Bank of America, Goldman Sachs and Morgan Stanley have or are planning to issue a total of $40 billion in debt, according to media reports.\nJPMorgan’s $13 billion bond sale on April 15 was briefly an industry record until it was topped the next day by Bank of America’s $15 billion offering.\n“The Fed has also hinted heavily at a permanent tweak to SLR calculations that likely prevented any large selling of Treasuries,” BMO’s Krieter said.\nThe latest Fed data on primary dealer holdings of Treasuries, one component of bank ownership of U.S. government debt, showed a slight increase of their Treasury inventory as of April 14, to $125.6 billion, from a week earlier.\nPrimary dealer holdings did decline from end-February to mid-March as banks braced for the expiration of the SLR exemption, data showed.\nU.S. banks currently hold between 8%-10% of publicly available Treasury securities, according to Fed data. That is a major chunk that could move yields if there are reallocations away from Treasuries.\nIn April 2020, the Fed excluded Treasuries and central bank deposits from the leverage ratio until March 31, a move aimed at easing Treasury market stress and encouraging banks to lend.\n“From my understanding, there weren’t many banks that have been using the SLR exemption on their Treasury holdings anyway,” said Patrick Leary, chief market strategist and senior trader at broker-dealer Incapital.\nDEBT ISSUANCE VS SELLING TREASURIES\nIssuing debt is far more advantageous to banks compared with selling Treasuries, analysts said, even though they could lose money doing so.\n“Funding a portfolio of bank reserves and Treasuries with unsecured bank debt is likely a negative arbitrage proposition,” said BMO’s Krieter. “Interest on reserves don’t earn much and they earn less than what you’re paying for the debt that funds it.”\nBut Krieter noted that selling Treasuries has been a much more expensive exercise than issuing debt.\n“To maintain a certain SLR, you might sell Treasuries and then presumably buy them back at a higher market price once the permanent exemption comes,” Krieter said.\n“In this example, you’re paying the full bid/ask spread on a Treasury portfolio worth tens of billions of dollars.”","news_type":1},"isVote":1,"tweetType":1,"viewCount":66,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3568200501659310","authorId":"3568200501659310","name":"ckh","avatar":"https://static.tigerbbs.com/046085c4c23df63d33eb436617a32ed6","crmLevel":3,"crmLevelSwitch":1},"content":"reply here pls","text":"reply here pls","html":"reply here pls"}],"imageCount":0,"langContent":"EN","totalScore":0},{"id":110057099,"gmtCreate":1622418780911,"gmtModify":1704183948807,"author":{"id":"3561335246727315","authorId":"3561335246727315","name":"Chriz","avatar":"https://static.tigerbbs.com/8c393b32112334e204b0590fb83bbc7d","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"Time to buy?","listText":"Time to buy?","text":"Time to buy?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":6,"repostSize":0,"link":"https://ttm.financial/post/110057099","repostId":"1127487048","repostType":4,"repost":{"id":"1127487048","pubTimestamp":1622416539,"share":"https://www.laohu8.com/m/news/1127487048?lang=&edition=full","pubTime":"2021-05-31 07:15","market":"us","language":"en","title":"Zoom, Lululemon, Canopy Growth and Other Stocks for Investors to See This Week","url":"https://stock-news.laohu8.com/highlight/detail?id=1127487048","media":"Barron's","summary":"U.S. stock and bond markets are closed Monday for Memorial Day. Investors will return from the long ","content":"<p>U.S. stock and bond markets are closed Monday for Memorial Day. <a href=\"https://laohu8.com/S/ISBC\">Investors</a> will return from the long weekend to a handful of notable companies’ quarterly results.&nbsp;<a href=\"https://laohu8.com/S/ZM\">Zoom</a> Video <a href=\"https://laohu8.com/S/JCS\">Communications</a>,Canopy Growth,and&nbsp;Hewlett Packard Enterprisereport on Tuesday, followed by&nbsp;Advance Auto Partson Wednesday. On Thursday,&nbsp;<a href=\"https://laohu8.com/S/AVGO\">Broadcom</a>,DocuSign,and&nbsp;Lululemon&nbsp;Athletica release results.</p><p>The highlight on the economic-data calendar this week will be Friday’s May jobs report from the Bureau of Labor Statistics. The consensus forecast is for a gain of 700,000 nonfarm payrolls, after a disappointing 266,000 in April. The unemployment rate is expected to tick down&nbsp;to 5.9%, from 6.1%.</p><p>Other data out this week include the Institute for Supply Management’s Manufacturing Purchasing Managers’ Index for May on Tuesday and the Services equivalent on Thursday. Both are seen staying roughly even with April’s buoyant levels.&nbsp;The Organization for Economic Cooperation and Development also releases its latest economic outlook on Monday.</p><p>Monday 5/31</p><p><b>Stock and fixed-income</b>&nbsp;markets are closed in observance of Memorial Day.</p><p><b>The Organization</b>for Economic Cooperation and Development releases its latest economic outlook. In its March interim report, the OECD projected a 5.6% growth rate for global gross domestic product in 2021, an upward revision of a full percentage point from the December 2020 forecast.</p><p>Tuesday 6/1</p><p><a href=\"https://laohu8.com/S/BNS\">Bank of Nova Scotia</a>,Canopy Growth, <a href=\"https://laohu8.com/S/HPE\">Hewlett Packard Enterprise</a>, and Zoom Video Communications announce quarterly results.</p><p><b>The Institute for Supply</b>Management releases its Manufacturing Purchasing Managers’ Index for May. Consensus estimate is for a 60.8 reading, roughly even with the April data.</p><p><b>The Census Bureau</b>reports construction spending for April. Expectations are for a 0.6% month-over-month rise to a seasonally adjusted annual rate of $1.52 trillion. Construction spending remains just below its all-time peak in January of this year.</p><p>Wednesday 6/2</p><p><a href=\"https://laohu8.com/S/AAP\">Advance Auto Parts</a>,<a href=\"https://laohu8.com/S/NTAP\">NetApp</a>,and PVH report earnings.</p><p><a href=\"https://laohu8.com/S/PM\">Philip Morris</a> Internationalhosts a webcast led by CEO Jacek Olczak to discuss the company’s sustainability strategy.</p><p><b>The Federal Reserve</b>releases the beige book for the fourth of eight times this year. The report presents anecdotal data on the health of the economy collected by the 12 Federal Reserve Bank districts.</p><p>Thursday 6/3</p><p><b>ADP releases its <a href=\"https://laohu8.com/S/NHLD\">National</a> Employment</b>report for May. Consensus estimate is for a 610,000 gain in nonfarm private-sector employment, following an increase of 742,000 in April.</p><p>Broadcom,CooperCos., DocuSign,J.M. Smucker,and <a href=\"https://laohu8.com/S/LULU\">Lululemon Athletica</a> hold conference calls to discuss earnings.</p><p><b>The Bureau of Economic Analysis</b>reports total light-vehicle sales for May. In April, they hit a seasonally adjusted annual rate of 18.5 million, the highest figure since July 2005.</p><p><b>The ISM releases</b>its Services PMI for May. Consensus estimate is for a 63.2 reading, compared with April’s 62.7 figure.</p><p>Friday 6/4</p><p>Amgenhosts a conference call to discuss drug trial data from its oncology pipeline. The information will be presented at the 2021 <a href=\"https://laohu8.com/S/AFG\">American</a> Society of Clinical Oncology annual meeting, which runs virtually from June 4 through June 8.</p><p><b>The Bureau of Labor</b>Statistics releases the jobs report for May. Economists forecast a 700,000 rise in nonfarm payrolls, after a relatively modest 266,000 gain in April. The unemployment rate is expected to edge down to 5.9% from 6.1%. The April increase was a massive shortfall from the <a href=\"https://laohu8.com/S/AONE\">one</a> million jump expected by some economists.</p>","source":"lsy1610680873436","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Zoom, Lululemon, Canopy Growth and Other Stocks for Investors to See This Week</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nZoom, Lululemon, Canopy Growth and Other Stocks for Investors to See This Week\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-05-31 07:15 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.barrons.com/articles/zoom-lululemon-canopy-growth-and-other-stocks-for-investors-to-watch-this-week-51622401200><strong>Barron's</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>U.S. stock and bond markets are closed Monday for Memorial Day. Investors will return from the long weekend to a handful of notable companies’ quarterly results. Zoom Video Communications,Canopy ...</p>\n\n<a href=\"https://www.barrons.com/articles/zoom-lululemon-canopy-growth-and-other-stocks-for-investors-to-watch-this-week-51622401200\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LULU":"lululemon athletica",".DJI":"道琼斯","ZM":"Zoom",".IXIC":"NASDAQ Composite","ISBC":"投资者银行",".SPX":"S&P 500 Index","CGC":"Canopy Growth Corporation"},"source_url":"https://www.barrons.com/articles/zoom-lululemon-canopy-growth-and-other-stocks-for-investors-to-watch-this-week-51622401200","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1127487048","content_text":"U.S. stock and bond markets are closed Monday for Memorial Day. Investors will return from the long weekend to a handful of notable companies’ quarterly results. Zoom Video Communications,Canopy Growth,and Hewlett Packard Enterprisereport on Tuesday, followed by Advance Auto Partson Wednesday. On Thursday, Broadcom,DocuSign,and Lululemon Athletica release results.The highlight on the economic-data calendar this week will be Friday’s May jobs report from the Bureau of Labor Statistics. The consensus forecast is for a gain of 700,000 nonfarm payrolls, after a disappointing 266,000 in April. The unemployment rate is expected to tick down to 5.9%, from 6.1%.Other data out this week include the Institute for Supply Management’s Manufacturing Purchasing Managers’ Index for May on Tuesday and the Services equivalent on Thursday. Both are seen staying roughly even with April’s buoyant levels. The Organization for Economic Cooperation and Development also releases its latest economic outlook on Monday.Monday 5/31Stock and fixed-income markets are closed in observance of Memorial Day.The Organizationfor Economic Cooperation and Development releases its latest economic outlook. In its March interim report, the OECD projected a 5.6% growth rate for global gross domestic product in 2021, an upward revision of a full percentage point from the December 2020 forecast.Tuesday 6/1Bank of Nova Scotia,Canopy Growth, Hewlett Packard Enterprise, and Zoom Video Communications announce quarterly results.The Institute for SupplyManagement releases its Manufacturing Purchasing Managers’ Index for May. Consensus estimate is for a 60.8 reading, roughly even with the April data.The Census Bureaureports construction spending for April. Expectations are for a 0.6% month-over-month rise to a seasonally adjusted annual rate of $1.52 trillion. Construction spending remains just below its all-time peak in January of this year.Wednesday 6/2Advance Auto Parts,NetApp,and PVH report earnings.Philip Morris Internationalhosts a webcast led by CEO Jacek Olczak to discuss the company’s sustainability strategy.The Federal Reservereleases the beige book for the fourth of eight times this year. The report presents anecdotal data on the health of the economy collected by the 12 Federal Reserve Bank districts.Thursday 6/3ADP releases its National Employmentreport for May. Consensus estimate is for a 610,000 gain in nonfarm private-sector employment, following an increase of 742,000 in April.Broadcom,CooperCos., DocuSign,J.M. Smucker,and Lululemon Athletica hold conference calls to discuss earnings.The Bureau of Economic Analysisreports total light-vehicle sales for May. In April, they hit a seasonally adjusted annual rate of 18.5 million, the highest figure since July 2005.The ISM releasesits Services PMI for May. Consensus estimate is for a 63.2 reading, compared with April’s 62.7 figure.Friday 6/4Amgenhosts a conference call to discuss drug trial data from its oncology pipeline. The information will be presented at the 2021 American Society of Clinical Oncology annual meeting, which runs virtually from June 4 through June 8.The Bureau of LaborStatistics releases the jobs report for May. Economists forecast a 700,000 rise in nonfarm payrolls, after a relatively modest 266,000 gain in April. The unemployment rate is expected to edge down to 5.9% from 6.1%. The April increase was a massive shortfall from the one million jump expected by some economists.","news_type":1},"isVote":1,"tweetType":1,"viewCount":49,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3576274545052910","authorId":"3576274545052910","name":"Kevin92","avatar":"https://static.tigerbbs.com/c5ff4addbbdb8d9d15fec29f9709b0c3","crmLevel":2,"crmLevelSwitch":0},"content":"Like And comment","text":"Like And comment","html":"Like And comment"}],"imageCount":0,"langContent":"EN","totalScore":0},{"id":807882803,"gmtCreate":1628029453102,"gmtModify":1703499726909,"author":{"id":"3561335246727315","authorId":"3561335246727315","name":"Chriz","avatar":"https://static.tigerbbs.com/8c393b32112334e204b0590fb83bbc7d","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"Good","listText":"Good","text":"Good","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":6,"repostSize":0,"link":"https://ttm.financial/post/807882803","repostId":"1171505764","repostType":4,"repost":{"id":"1171505764","pubTimestamp":1628004619,"share":"https://www.laohu8.com/m/news/1171505764?lang=&edition=full","pubTime":"2021-08-03 23:30","market":"us","language":"en","title":"Apple’s Advertising Business Is Bigger Than You Think. It Could Get Bigger Still.","url":"https://stock-news.laohu8.com/highlight/detail?id=1171505764","media":"MarketWatch","summary":"Apple’smove to kill off the Identifier for Advertisers system on the iPhone hasinfuriated Facebookand other companies that rely on the ability to track consumer behavior so they can sell targeted advertising.The decision has created the impression that Apple  is simply opposed to digital advertising. But that’s not actually the case. In fact, advertising is gradually becoming a material contributor to the company’s revenue base.In a research note Tuesday, Bernstein analystToni Sacconaghidoes a d","content":"<p>Apple’smove to kill off the Identifier for Advertisers system on the iPhone hasinfuriated Facebookand other companies that rely on the ability to track consumer behavior so they can sell targeted advertising.</p>\n<p>The decision has created the impression that Apple (ticker: AAPL) is simply opposed to digital advertising. But that’s not actually the case. In fact, advertising is gradually becoming a material contributor to the company’s revenue base.</p>\n<p>In a research note Tuesday, Bernstein analystToni Sacconaghidoes a deep dive into Apple’s ad business. While the company doesn’t talk about the business much andprovides little disclosure, Sacconaghi estimates that Apple will generate about $3 billion in ad revenue in the September 2021 fiscal year, up from about $300 million in fiscal 2017. He thinks the total could grow to the $7 billion-to-$10 billion-a-year range by fiscal 2023 or 2024, boosting growth in Apple’s services business as much as three percentage points.</p>\n<p>Sacconaghi notes that most of Apple’s ad business is centered on search ads in the App Store. He says growth drivers in the business include the June addition of search ads in China, higher ad loads, and the introduction of banner ads to the store in May. He also points out that Apple generates modest revenue today—likely under $500 million a year—from ads in the Apple News and Stocks apps.</p>\n<p>There are other opportunities—including Apple Maps and Apple TV. Sacconaghi estimates that Google generates about $4 billion in ad revenue a year from Maps, with a user base about four times the size, suggesting $1 billion a year in potential ad revenue. And he says that the streaming-device companyRoku (ROKU)provides “a helpful precedent” for how Apple can generate revenue from Apple TV hardware—where he sees another $1 billion-plus opportunity.</p>\n<p>The analyst adds that Apple could place ads on other properties—like Apple Fitness+ and Garage Band—but that the adoption of advertising in applications like Apple Mail, Apple TV+, or Apple’s home screens likely would “irk consumers and undermine Apple’s strongly avowed stance on privacy.”</p>\n<p>Meanwhile, Sacconaghi says, Apple’s position on Identifier for Advertisers, or IDFA, offers the company some competitive advantages. “While we believe that Apple’s move to eliminate IDFA was done in the spirit of advancing consumer privacy, it may ultimately provide Apple with an advertising platform that is competitively advantaged vs. peers who don’t have access to Apple’s richer APIs,” he writes.</p>\n<p>The analyst notes thatAmazon.com‘s (AMZN) ad business was similar in size to Apple’s in 2017—and now has a run rate north of $25 billion and is a substantial part of the investment thesis on the stock. “Along similar lines, a large and growing advertising business could help Apple accelerate its overall Services growth rate, which would likely be viewed positively by investors,” he concludes.</p>\n<p>Apple shares were up 0.1%, at $145.72, in recent trading. TheS&amp;P 500was down fractionally.</p>","source":"market_watch","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Apple’s Advertising Business Is Bigger Than You Think. It Could Get Bigger Still.</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nApple’s Advertising Business Is Bigger Than You Think. It Could Get Bigger Still.\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-08-03 23:30 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.marketwatch.com/articles/apples-advertising-business-is-bigger-than-you-think-it-could-get-bigger-still-51628004419?mod=mw_latestnews><strong>MarketWatch</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Apple’smove to kill off the Identifier for Advertisers system on the iPhone hasinfuriated Facebookand other companies that rely on the ability to track consumer behavior so they can sell targeted ...</p>\n\n<a href=\"https://www.marketwatch.com/articles/apples-advertising-business-is-bigger-than-you-think-it-could-get-bigger-still-51628004419?mod=mw_latestnews\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AAPL":"苹果"},"source_url":"https://www.marketwatch.com/articles/apples-advertising-business-is-bigger-than-you-think-it-could-get-bigger-still-51628004419?mod=mw_latestnews","is_english":true,"share_image_url":"https://static.laohu8.com/599a65733b8245fcf7868668ef9ad712","article_id":"1171505764","content_text":"Apple’smove to kill off the Identifier for Advertisers system on the iPhone hasinfuriated Facebookand other companies that rely on the ability to track consumer behavior so they can sell targeted advertising.\nThe decision has created the impression that Apple (ticker: AAPL) is simply opposed to digital advertising. But that’s not actually the case. In fact, advertising is gradually becoming a material contributor to the company’s revenue base.\nIn a research note Tuesday, Bernstein analystToni Sacconaghidoes a deep dive into Apple’s ad business. While the company doesn’t talk about the business much andprovides little disclosure, Sacconaghi estimates that Apple will generate about $3 billion in ad revenue in the September 2021 fiscal year, up from about $300 million in fiscal 2017. He thinks the total could grow to the $7 billion-to-$10 billion-a-year range by fiscal 2023 or 2024, boosting growth in Apple’s services business as much as three percentage points.\nSacconaghi notes that most of Apple’s ad business is centered on search ads in the App Store. He says growth drivers in the business include the June addition of search ads in China, higher ad loads, and the introduction of banner ads to the store in May. He also points out that Apple generates modest revenue today—likely under $500 million a year—from ads in the Apple News and Stocks apps.\nThere are other opportunities—including Apple Maps and Apple TV. Sacconaghi estimates that Google generates about $4 billion in ad revenue a year from Maps, with a user base about four times the size, suggesting $1 billion a year in potential ad revenue. And he says that the streaming-device companyRoku (ROKU)provides “a helpful precedent” for how Apple can generate revenue from Apple TV hardware—where he sees another $1 billion-plus opportunity.\nThe analyst adds that Apple could place ads on other properties—like Apple Fitness+ and Garage Band—but that the adoption of advertising in applications like Apple Mail, Apple TV+, or Apple’s home screens likely would “irk consumers and undermine Apple’s strongly avowed stance on privacy.”\nMeanwhile, Sacconaghi says, Apple’s position on Identifier for Advertisers, or IDFA, offers the company some competitive advantages. “While we believe that Apple’s move to eliminate IDFA was done in the spirit of advancing consumer privacy, it may ultimately provide Apple with an advertising platform that is competitively advantaged vs. peers who don’t have access to Apple’s richer APIs,” he writes.\nThe analyst notes thatAmazon.com‘s (AMZN) ad business was similar in size to Apple’s in 2017—and now has a run rate north of $25 billion and is a substantial part of the investment thesis on the stock. “Along similar lines, a large and growing advertising business could help Apple accelerate its overall Services growth rate, which would likely be viewed positively by investors,” he concludes.\nApple shares were up 0.1%, at $145.72, in recent trading. TheS&P 500was down fractionally.","news_type":1},"isVote":1,"tweetType":1,"viewCount":23,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3586341894652753","authorId":"3586341894652753","name":"ITNerd","avatar":"https://static.tigerbbs.com/db0211ca9ea8852ce606418ee5492671","crmLevel":2,"crmLevelSwitch":0},"content":"yes good news","text":"yes good news","html":"yes good news"}],"imageCount":0,"langContent":"EN","totalScore":0},{"id":136007911,"gmtCreate":1621983004633,"gmtModify":1704365337609,"author":{"id":"3561335246727315","authorId":"3561335246727315","name":"Chriz","avatar":"https://static.tigerbbs.com/8c393b32112334e204b0590fb83bbc7d","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"Good","listText":"Good","text":"Good","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":6,"repostSize":0,"link":"https://ttm.financial/post/136007911","repostId":"2138934961","repostType":4,"isVote":1,"tweetType":1,"viewCount":60,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3579207760920564","authorId":"3579207760920564","name":"Thengz","avatar":"https://static.tigerbbs.com/eb87a2ba614bf594d49c299bab92466e","crmLevel":8,"crmLevelSwitch":1},"content":"Respond please thanKs!","text":"Respond please thanKs!","html":"Respond please thanKs!"}],"imageCount":0,"langContent":"EN","totalScore":0},{"id":320868009,"gmtCreate":1615080696101,"gmtModify":1704778496910,"author":{"id":"3561335246727315","authorId":"3561335246727315","name":"Chriz","avatar":"https://static.tigerbbs.com/8c393b32112334e204b0590fb83bbc7d","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"Please commment.. thanks","listText":"Please commment.. thanks","text":"Please commment.. thanks","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":6,"repostSize":0,"link":"https://ttm.financial/post/320868009","repostId":"1169596583","repostType":4,"repost":{"id":"1169596583","weMediaInfo":{"introduction":"为用户提供金融资讯、行情、数据，旨在帮助投资者理解世界，做投资决策。","home_visible":1,"media_name":"老虎资讯综合","id":"102","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1614958557,"share":"https://www.laohu8.com/m/news/1169596583?lang=&edition=full","pubTime":"2021-03-05 23:35","market":"us","language":"en","title":"Palantir plunged more than 13%","url":"https://stock-news.laohu8.com/highlight/detail?id=1169596583","media":"老虎资讯综合","summary":"(March 5)&nbsp;Palantir plunged more than 13%.","content":"<p>(March 5)&nbsp;Palantir plunged more than 13%.</p><p><img src=\"https://static.tigerbbs.com/13f756ec57cca85c31b6be070941d7c1\" tg-width=\"1059\" tg-height=\"499\" referrerpolicy=\"no-referrer\"></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Palantir plunged more than 13%</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\">\nPalantir plunged more than 13%\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\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\">老虎资讯综合 </p>\n<p class=\"h-time\">2021-03-05 23:35</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>(March 5)&nbsp;Palantir plunged more than 13%.</p><p><img src=\"https://static.tigerbbs.com/13f756ec57cca85c31b6be070941d7c1\" tg-width=\"1059\" tg-height=\"499\" referrerpolicy=\"no-referrer\"></p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"PLTR":"Palantir Technologies Inc."},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1169596583","content_text":"(March 5) Palantir plunged more than 13%.","news_type":1},"isVote":1,"tweetType":1,"viewCount":7,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":127955375,"gmtCreate":1624829677397,"gmtModify":1703845534740,"author":{"id":"3561335246727315","authorId":"3561335246727315","name":"Chriz","avatar":"https://static.tigerbbs.com/8c393b32112334e204b0590fb83bbc7d","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"Buy","listText":"Buy","text":"Buy","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":10,"commentSize":3,"repostSize":0,"link":"https://ttm.financial/post/127955375","repostId":"2146090006","repostType":4,"repost":{"id":"2146090006","pubTimestamp":1624755315,"share":"https://www.laohu8.com/m/news/2146090006?lang=&edition=full","pubTime":"2021-06-27 08:55","market":"us","language":"en","title":"5 Buffett Stocks to Buy Hand Over Fist for the Second Half of 2021","url":"https://stock-news.laohu8.com/highlight/detail?id=2146090006","media":"Motley Fool","summary":"These growth and value stocks are begging to be bought by investors.","content":"<p>When Warren Buffett buys or sells a stock, Wall Street and retail investors tend to pay very close attention. That's because the Oracle of Omaha's track record is virtually unsurpassed. Since taking the reins of <b>Berkshire Hathaway</b> (NYSE:BRK.A)(NYSE:BRK.B) in the mid-1960s, Buffett's company has averaged an annual return of 20%. This works out to an aggregate gain of greater than 2,800,000% for its Class A shares.</p>\n<p>Although Buffett isn't perfect, he and his investing team have a knack for identifying attractively valued businesses that have clear competitive advantages. As we prepare to move into the second half of 2021, the following five Buffett stocks stand out as those that should be bought hand over fist.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/1077c8372814d2b8150e933b4c608005\" tg-width=\"700\" tg-height=\"466\"><span>Berkshire Hathaway CEO Warren Buffett. Image source: The Motley Fool.</span></p>\n<h2>Amazon</h2>\n<p>Even though Buffett's investing lieutenants, Todd Combs and Ted Weschler, are the architects behind Berkshire Hathaway's stake in <b>Amazon</b> (NASDAQ:AMZN), it's arguably the Buffett stock that should be bought most aggressively ahead of the second half of the year.</p>\n<p>As most folks probably know, Amazon is an e-commerce juggernaut. Based on an April report from eMarketer, the company effectively controls $0.40 of every $1 spent online in the United States. It's also pivoted its online retail popularity into signing up more than 200 million people to its Prime program worldwide. The fees Amazon collects from Prime help it to undercut its competition on price. And it certainly doesn't hurt that Prime members tend to spend many multiples more than non-Prime shoppers during the course of the year.</p>\n<p>But it's the company's cloud infrastructure service, Amazon Web Services (AWS), that has truly budded into a star. Since the operating margins associated with cloud infrastructure are considerably higher than what Amazon nets from retail and advertising, AWS' growth is leading to a surge in operating cash flow. If investors were to continue to pay the midpoint of Amazon's operating cash flow multiple over the past decade, it could hit $10,000 a share by 2025.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/b18b49b2b35da2fc49e0a83b883d1c22\" tg-width=\"700\" tg-height=\"466\"><span>Image source: Getty Images.</span></p>\n<h2>Bristol Myers Squibb</h2>\n<p>Pharmaceutical stocks are money machines, and none looks to be more attractive on a valuation basis than <b>Bristol Myers Squibb</b> (NYSE:BMY).</p>\n<p>One reason to be excited about this drug developer is its organic growth potential. Eliquis, which was co-developed with <b>Pfizer</b>, has blossomed into the world's leading oral anticoagulant, with sales expected to surpass $10 billion in 2021. Meanwhile, dozens of additional clinical trials are underway for cancer immunotherapy Opdivo, which generated $7 billion in sales last year. This offers plenty of opportunity to expand Opdivo's label and pump up its pricing power.</p>\n<p>Another reason Bristol Myers Squibb is such an intriguing stock is its November 2019 acquisition of cancer and immunology company Celgene. Buying Celgene brought the blockbuster multiple-myeloma drug Revlimid into the fold. Revlimid has sustainably grown its annual sales by a double-digit percentage for more than a decade, with label expansion, longer duration of use, and pricing power all playing a role. This key treatment, which topped $12 billion in sales last year, is protected from a full onslaught of generic competition until early 2026. That means Bristol Myers will be rolling in the dough for another five years, at minimum.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/1b152e369d7c967dcbc926192ee888c1\" tg-width=\"700\" tg-height=\"531\"><span>Image source: Getty Images.</span></p>\n<h2>Mastercard</h2>\n<p>Everyone seems to be looking for the smartest recovery play from the pandemic. Payment processor <b>Mastercard</b> (NYSE:MA) might well be the safest way to take advantage of a steady uptick in consumer and enterprise spending.</p>\n<p>Mastercard isn't a cheap stock by any means -- at 36 times Wall Street's forward-year earnings consensus -- but it benefits from a simple numbers game. While economic contractions and recessions are inevitable, these periods of turbulence tend to be short-lived. By comparison, economic expansions often last many years. Buying into Mastercard allows investors to take full advantage of these long periods of economic expansion and robust spending. Plus, it doesn't hurt that Mastercard has the second-highest share of credit-card network purchase volume in the U.S., the leading market for consumption.</p>\n<p>Investors can also sleep easy with the understanding that Mastercard strictly sticks to payment facilitation. Even though some of its peers also lend, and are therefore able to generate interest income and fees during bull markets, Mastercard has avoided becoming a lender. It's something you'll truly appreciate when a recession strikes. Whereas most financial stocks will be forced to set aside capital to cover credit or loan delinquencies, Mastercard won't have to. This is a big reason it bounces back from recessions quicker than most financial stocks.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/e4e1a1fe028efa4c966b66ef2cd466f5\" tg-width=\"700\" tg-height=\"466\"><span>Image source: Getty Images.</span></p>\n<h2>Teva Pharmaceutical Industries</h2>\n<p>If you have an appetite for turnaround plays, brand-name and generic-drug developer <b>Teva Pharmaceutical Industries</b> (NYSE:TEVA) is the stock to buy hand over fist for the second half of 2021. Like Amazon, it's a stock that was added to Berkshire Hathaway's portfolio by either Combs or Weschler and not Buffett.</p>\n<p>While there's no denying that Teva has its fair share of hurdles to overcome, the company's turnaround-focused CEO, Kare Schultz, has been a blessing. Since taking the helm less than four years ago, Schultz has helped shave off more than $10 billion in net debt, and he's overseen the reduction of roughly $3 billion in annual operating expenses. There's more work to do to improve Teva's balance sheet, but the company is very clearly on much firmer ground than it was back in 2016-2017.</p>\n<p>Schultz also has the potential to play peacemaker for a number of outstanding lawsuits targeting Teva's role in the opioid crisis. If this litigation can be resolved with minimal cash outlay, Teva's valuation could soar. At just 4 times the company's projected earnings in 2021, Teva is about as cheap as a healthcare stock can get.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/44a30c4dfd6886a29e22d3c6558c3e56\" tg-width=\"700\" tg-height=\"466\"><span>Image source: Getty Images.</span></p>\n<h2>Bank of America</h2>\n<p>Lastly, bank stock <b>Bank of America</b> (NYSE:BAC) has the look of a company that can be confidently bought hand over fist for the second half of 2021.</p>\n<p>For much of the past decade, the Federal Reserve has kept interest rates at or near historic lows. That's meant less in the way of interest income for banks. But the latest update from the nation's central bank suggests that interest rates could begin creeping up in 2023, a year earlier than previously forecast. Bank of America is the most interest-sensitive money-center bank. According to its first-quarter investor presentation, BofA would generate $8.3 billion in net interest income on a 100-basis-point shift in the interest rate yield curve. Translation: Bank of America's profits should rocket higher beginning in 2023-2024.</p>\n<p>At the same time, BofA has done an outstanding job of controlling its costs and improving its operating efficiency. Investments in digitization have resulted in higher mobile app and digital banking use, which is allowing the company to consolidate some of its branches. Even with its shares at a 13-year high, Bank of America has plenty left in the tank.</p>","source":"fool_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>5 Buffett Stocks to Buy Hand Over Fist for the Second Half of 2021</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\">\n5 Buffett Stocks to Buy Hand Over Fist for the Second Half of 2021\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-06-27 08:55 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2021/06/26/buffett-stocks-buy-hand-over-fist-second-half-2021/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>When Warren Buffett buys or sells a stock, Wall Street and retail investors tend to pay very close attention. That's because the Oracle of Omaha's track record is virtually unsurpassed. Since taking ...</p>\n\n<a href=\"https://www.fool.com/investing/2021/06/26/buffett-stocks-buy-hand-over-fist-second-half-2021/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BRK.B":"伯克希尔B","BMY":"施贵宝","BRK.A":"伯克希尔","TEVA":"梯瓦制药","BAC":"美国银行","MA":"万事达","AMZN":"亚马逊"},"source_url":"https://www.fool.com/investing/2021/06/26/buffett-stocks-buy-hand-over-fist-second-half-2021/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2146090006","content_text":"When Warren Buffett buys or sells a stock, Wall Street and retail investors tend to pay very close attention. That's because the Oracle of Omaha's track record is virtually unsurpassed. Since taking the reins of Berkshire Hathaway (NYSE:BRK.A)(NYSE:BRK.B) in the mid-1960s, Buffett's company has averaged an annual return of 20%. This works out to an aggregate gain of greater than 2,800,000% for its Class A shares.\nAlthough Buffett isn't perfect, he and his investing team have a knack for identifying attractively valued businesses that have clear competitive advantages. As we prepare to move into the second half of 2021, the following five Buffett stocks stand out as those that should be bought hand over fist.\nBerkshire Hathaway CEO Warren Buffett. Image source: The Motley Fool.\nAmazon\nEven though Buffett's investing lieutenants, Todd Combs and Ted Weschler, are the architects behind Berkshire Hathaway's stake in Amazon (NASDAQ:AMZN), it's arguably the Buffett stock that should be bought most aggressively ahead of the second half of the year.\nAs most folks probably know, Amazon is an e-commerce juggernaut. Based on an April report from eMarketer, the company effectively controls $0.40 of every $1 spent online in the United States. It's also pivoted its online retail popularity into signing up more than 200 million people to its Prime program worldwide. The fees Amazon collects from Prime help it to undercut its competition on price. And it certainly doesn't hurt that Prime members tend to spend many multiples more than non-Prime shoppers during the course of the year.\nBut it's the company's cloud infrastructure service, Amazon Web Services (AWS), that has truly budded into a star. Since the operating margins associated with cloud infrastructure are considerably higher than what Amazon nets from retail and advertising, AWS' growth is leading to a surge in operating cash flow. If investors were to continue to pay the midpoint of Amazon's operating cash flow multiple over the past decade, it could hit $10,000 a share by 2025.\nImage source: Getty Images.\nBristol Myers Squibb\nPharmaceutical stocks are money machines, and none looks to be more attractive on a valuation basis than Bristol Myers Squibb (NYSE:BMY).\nOne reason to be excited about this drug developer is its organic growth potential. Eliquis, which was co-developed with Pfizer, has blossomed into the world's leading oral anticoagulant, with sales expected to surpass $10 billion in 2021. Meanwhile, dozens of additional clinical trials are underway for cancer immunotherapy Opdivo, which generated $7 billion in sales last year. This offers plenty of opportunity to expand Opdivo's label and pump up its pricing power.\nAnother reason Bristol Myers Squibb is such an intriguing stock is its November 2019 acquisition of cancer and immunology company Celgene. Buying Celgene brought the blockbuster multiple-myeloma drug Revlimid into the fold. Revlimid has sustainably grown its annual sales by a double-digit percentage for more than a decade, with label expansion, longer duration of use, and pricing power all playing a role. This key treatment, which topped $12 billion in sales last year, is protected from a full onslaught of generic competition until early 2026. That means Bristol Myers will be rolling in the dough for another five years, at minimum.\nImage source: Getty Images.\nMastercard\nEveryone seems to be looking for the smartest recovery play from the pandemic. Payment processor Mastercard (NYSE:MA) might well be the safest way to take advantage of a steady uptick in consumer and enterprise spending.\nMastercard isn't a cheap stock by any means -- at 36 times Wall Street's forward-year earnings consensus -- but it benefits from a simple numbers game. While economic contractions and recessions are inevitable, these periods of turbulence tend to be short-lived. By comparison, economic expansions often last many years. Buying into Mastercard allows investors to take full advantage of these long periods of economic expansion and robust spending. Plus, it doesn't hurt that Mastercard has the second-highest share of credit-card network purchase volume in the U.S., the leading market for consumption.\nInvestors can also sleep easy with the understanding that Mastercard strictly sticks to payment facilitation. Even though some of its peers also lend, and are therefore able to generate interest income and fees during bull markets, Mastercard has avoided becoming a lender. It's something you'll truly appreciate when a recession strikes. Whereas most financial stocks will be forced to set aside capital to cover credit or loan delinquencies, Mastercard won't have to. This is a big reason it bounces back from recessions quicker than most financial stocks.\nImage source: Getty Images.\nTeva Pharmaceutical Industries\nIf you have an appetite for turnaround plays, brand-name and generic-drug developer Teva Pharmaceutical Industries (NYSE:TEVA) is the stock to buy hand over fist for the second half of 2021. Like Amazon, it's a stock that was added to Berkshire Hathaway's portfolio by either Combs or Weschler and not Buffett.\nWhile there's no denying that Teva has its fair share of hurdles to overcome, the company's turnaround-focused CEO, Kare Schultz, has been a blessing. Since taking the helm less than four years ago, Schultz has helped shave off more than $10 billion in net debt, and he's overseen the reduction of roughly $3 billion in annual operating expenses. There's more work to do to improve Teva's balance sheet, but the company is very clearly on much firmer ground than it was back in 2016-2017.\nSchultz also has the potential to play peacemaker for a number of outstanding lawsuits targeting Teva's role in the opioid crisis. If this litigation can be resolved with minimal cash outlay, Teva's valuation could soar. At just 4 times the company's projected earnings in 2021, Teva is about as cheap as a healthcare stock can get.\nImage source: Getty Images.\nBank of America\nLastly, bank stock Bank of America (NYSE:BAC) has the look of a company that can be confidently bought hand over fist for the second half of 2021.\nFor much of the past decade, the Federal Reserve has kept interest rates at or near historic lows. That's meant less in the way of interest income for banks. But the latest update from the nation's central bank suggests that interest rates could begin creeping up in 2023, a year earlier than previously forecast. Bank of America is the most interest-sensitive money-center bank. According to its first-quarter investor presentation, BofA would generate $8.3 billion in net interest income on a 100-basis-point shift in the interest rate yield curve. Translation: Bank of America's profits should rocket higher beginning in 2023-2024.\nAt the same time, BofA has done an outstanding job of controlling its costs and improving its operating efficiency. Investments in digitization have resulted in higher mobile app and digital banking use, which is allowing the company to consolidate some of its branches. Even with its shares at a 13-year high, Bank of America has plenty left in the tank.","news_type":1},"isVote":1,"tweetType":1,"viewCount":41,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":366746673,"gmtCreate":1614567765192,"gmtModify":1704772501665,"author":{"id":"3561335246727315","authorId":"3561335246727315","name":"Chriz","avatar":"https://static.tigerbbs.com/8c393b32112334e204b0590fb83bbc7d","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"Like and comment.. thank you","listText":"Like and comment.. thank you","text":"Like and comment.. thank you","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":7,"repostSize":0,"link":"https://ttm.financial/post/366746673","repostId":"1117820997","repostType":4,"repost":{"id":"1117820997","pubTimestamp":1614337504,"share":"https://www.laohu8.com/m/news/1117820997?lang=&edition=full","pubTime":"2021-02-26 19:05","market":"fut","language":"en","title":"Coinbase IPO: 5 things to know about the U.S. cryptocurrency exchange","url":"https://stock-news.laohu8.com/highlight/detail?id=1117820997","media":"MarketWatch","summary":"A long-awaited public offering of Coinbase Global Inc. appears near after the cryptocurrency trading","content":"<p>A long-awaited public offering of Coinbase Global Inc. appears near after the cryptocurrency trading platform filed paperwork with the Securities and Exchange Commission on Thursday.</p>\n<p>Coinbase&nbsp;plans to list on the Nasdaq Inc. exchange&nbsp;under the ticker symbol “COIN,” with the aim of employing a nontraditional direct listing to take itself public. This method means it won’t raise any new money, similar to approaches used by Palantir Technologies,Slack Technologies&nbsp;and Spotify Technology&nbsp;in recent years.</p>\n<p>Here’s what to know about the popular trading platform ahead of its public offering.</p>\n<p><b>What is Coinbase?</b></p>\n<p>The Silicon Valley crypto exchange was co-founded in 2012 by Brian Armstrong, 38, who runs the platform chief executive. Fred Ehrsam, a Coinbase director, also helped to create the company.</p>\n<p>There are two class of Coinbase shares. Armstrong owns 11% of the Class A shares and 22% of the Class B shares, while Ehrsam owns 11.4% of the Class A and 9% of the Class B.</p>\n<p>According to Forbes, Armstrong’s networth is currently $6.5 billion based on his ownership in the company, which is likely to increase if the direct listing goes off successfully.</p>\n<p>Coinbase bills itself as a bet on the rapidly growing cryptoeconomy, which starts with the No. 1 crypto asset bitcoin but goes well beyond that, Armstrong and company argue.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/67e611f71f8557b80e1863da93d753c9\" tg-width=\"1260\" tg-height=\"639\"><span>COINBASE S-1</span></p>\n<p>Bitcoin prices&nbsp;have gained attention as it has soared to repeated records, most recently touching a recent peak above $58,000 over the weekend before beginning to give up some gains in recent trade.</p>\n<p>Last week, bitcoin hit a market value of $1 trillion and even though the asset created by a person or persons known as Satoshi Nakamoto represents about 70% of the total crypto market, there are still a number of other popular crypto assets trading on Coinbase, including ether&nbsp;on Ethereum’s blockchain, Bitcoin Cash&nbsp;and Litecoin,to name a few.</p>\n<p><b>Who else owns Coinbase?</b></p>\n<p>Venture-capital firm Andreessen Horowitz, is the largest owner of Coinbase, boasting about 25% of Class A shares and14% of Class B. And Marc Andreessen, head of the venture capital outfit, sits on Coinbase’s board.</p>\n<p>Coinbase has an ambitions echo those of Robinhood Markets</p>\n<p>“Coinbase is company with an ambitious vision: to create more economic freedom for every person and business,” Armstrong wrote in a letter appended to the company’s public-filing paperwork with the SEC.</p>\n<p><b>Biggest risk factor</b></p>\n<p>No doubt the biggest risk factor in Coinbase is that it is a bet on an unproven asset class that was created just over a decade ago. Coinbase attempts to make it clear that its fate is linked to the prospects for Bitcoin and ethereum and the thousands of other alternative coins that have been written into existence.</p>\n<p>But a decline in interest and tough regulations in the U.S. and elsewhere could wallop the exchange platform.</p>\n<p>Here’s now Coinbase explains it:</p>\n<p>“<i>There is no assurance that any supported crypto asset will maintain its value or that there will be meaningful levels of trading activities. In the event that the price of crypto assets or the demand for trading crypto assets decline, our business, operating results, and financial condition would be adversely affected. A majority of our net revenue is from transactions in Bitcoin and ethereum. If demand for these crypto assets declines and is not replaced by new demand for crypto assets, our business, operating results, and financial condition could be adversely affected</i>,” Coinbase writes in its S-1 filing.</p>\n<p><b>How large is Coinbase?</b></p>\n<p>The crypto exchange platform ranks No. 3 among the largest digital asset exchanges in the world, according to data site CoinMarketCap.com. That ranking puts it behind Binance, based in Seattle and Huobi Global, a Seychelles-based cryptocurrency exchange that was founded in China.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/183f3996adecd36a47a1b191cf6d3ca6\" tg-width=\"1260\" tg-height=\"453\"><span>COINMARKETCAP.COM</span></p>\n<p>In the U.S. Coinbase is by far the most well-known crypto platform but there are competitors, including Gemini, run by Tyler and Cameron Winklevoss, who famously used their Facebook Inc.&nbsp;settlements to invest in bitcoins.</p>\n<p>Kraken is another popular crypto platform and direct competitor in the U.S.</p>\n<p><b>Odds &amp; Ends</b></p>\n<p>The company in its public filing offered a number of homages to the founder or founders of bitcoin and the digital currency age in its submission.</p>\n<p>For example, it listed the genesis block associated with Satoshi Nakamoto at “1A1zP1eP5QGefi2DMPTfTL5SLmv7DivfNa,” whose white paper back in 2008 set bitcoin in motion. (Additionally, a “Satoshi” is the smallest unit of bitcoin—0.00000001 BTC).</p>\n<p>The company offers no physical address for its headquarters in California, citing the COVID-19 pandemic, which has forced a number of companies to have most, if not all, of its staffers work remotely. For that reason, Coinbase refers to itself as “a remote-first company.”</p>\n<p>However, having no address to some was viewed as aligning with the decentralized nature of blockchain and bitcoins.</p>\n<p>The company also offered a handy primer on cryptocurrency terms, including defining terms like “hodl,” which have become popular in crypto circles. Hodl was accidentally coined in a 2013 Reddit&nbsp;and means long-term holder of an investment.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/1d3d07b595555c3cb7e307056bde87a6\" tg-width=\"1260\" tg-height=\"348\"><span>SEC</span></p>\n<p><b>Armstrong crypto charity</b></p>\n<p>Back in 2018, Armstrong kicked off GiveCrypto.org, which makes direct cash transfers to people living in poverty.</p>\n<p>“People who invested early in crypto have amassed an enormous amount of wealth in a relatively short amount of time. Yet the reputation of the crypto community has been dominated by images of ‘bros in Lambos,’ whose antics get a lot of attention,”wrote Armstrong in a separate blog post on Mediumin 2018.</p>\n<p>Armstrong has reportedly donated at least $1 million to&nbsp;GiveCrypto.</p>","source":"market_watch","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>Coinbase IPO: 5 things to know about the U.S. cryptocurrency exchange</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\">\nCoinbase IPO: 5 things to know about the U.S. cryptocurrency exchange\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-02-26 19:05 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.marketwatch.com/story/coinbase-ipo-5-things-to-know-about-the-u-s-cryptocurrency-exchange-11614290534?mod=home-page><strong>MarketWatch</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>A long-awaited public offering of Coinbase Global Inc. appears near after the cryptocurrency trading platform filed paperwork with the Securities and Exchange Commission on Thursday.\nCoinbase plans to...</p>\n\n<a href=\"https://www.marketwatch.com/story/coinbase-ipo-5-things-to-know-about-the-u-s-cryptocurrency-exchange-11614290534?mod=home-page\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NDAQ":"纳斯达克OMX交易所","PLTR":"Palantir Technologies Inc.","TSLA":"特斯拉","SPOT":"Spotify Technology S.A.","GBTC":"Grayscale Bitcoin Trust","PYPL":"PayPal","SQ":"Block"},"source_url":"https://www.marketwatch.com/story/coinbase-ipo-5-things-to-know-about-the-u-s-cryptocurrency-exchange-11614290534?mod=home-page","is_english":true,"share_image_url":"https://static.laohu8.com/599a65733b8245fcf7868668ef9ad712","article_id":"1117820997","content_text":"A long-awaited public offering of Coinbase Global Inc. appears near after the cryptocurrency trading platform filed paperwork with the Securities and Exchange Commission on Thursday.\nCoinbase plans to list on the Nasdaq Inc. exchange under the ticker symbol “COIN,” with the aim of employing a nontraditional direct listing to take itself public. This method means it won’t raise any new money, similar to approaches used by Palantir Technologies,Slack Technologies and Spotify Technology in recent years.\nHere’s what to know about the popular trading platform ahead of its public offering.\nWhat is Coinbase?\nThe Silicon Valley crypto exchange was co-founded in 2012 by Brian Armstrong, 38, who runs the platform chief executive. Fred Ehrsam, a Coinbase director, also helped to create the company.\nThere are two class of Coinbase shares. Armstrong owns 11% of the Class A shares and 22% of the Class B shares, while Ehrsam owns 11.4% of the Class A and 9% of the Class B.\nAccording to Forbes, Armstrong’s networth is currently $6.5 billion based on his ownership in the company, which is likely to increase if the direct listing goes off successfully.\nCoinbase bills itself as a bet on the rapidly growing cryptoeconomy, which starts with the No. 1 crypto asset bitcoin but goes well beyond that, Armstrong and company argue.\nCOINBASE S-1\nBitcoin prices have gained attention as it has soared to repeated records, most recently touching a recent peak above $58,000 over the weekend before beginning to give up some gains in recent trade.\nLast week, bitcoin hit a market value of $1 trillion and even though the asset created by a person or persons known as Satoshi Nakamoto represents about 70% of the total crypto market, there are still a number of other popular crypto assets trading on Coinbase, including ether on Ethereum’s blockchain, Bitcoin Cash and Litecoin,to name a few.\nWho else owns Coinbase?\nVenture-capital firm Andreessen Horowitz, is the largest owner of Coinbase, boasting about 25% of Class A shares and14% of Class B. And Marc Andreessen, head of the venture capital outfit, sits on Coinbase’s board.\nCoinbase has an ambitions echo those of Robinhood Markets\n“Coinbase is company with an ambitious vision: to create more economic freedom for every person and business,” Armstrong wrote in a letter appended to the company’s public-filing paperwork with the SEC.\nBiggest risk factor\nNo doubt the biggest risk factor in Coinbase is that it is a bet on an unproven asset class that was created just over a decade ago. Coinbase attempts to make it clear that its fate is linked to the prospects for Bitcoin and ethereum and the thousands of other alternative coins that have been written into existence.\nBut a decline in interest and tough regulations in the U.S. and elsewhere could wallop the exchange platform.\nHere’s now Coinbase explains it:\n“There is no assurance that any supported crypto asset will maintain its value or that there will be meaningful levels of trading activities. In the event that the price of crypto assets or the demand for trading crypto assets decline, our business, operating results, and financial condition would be adversely affected. A majority of our net revenue is from transactions in Bitcoin and ethereum. If demand for these crypto assets declines and is not replaced by new demand for crypto assets, our business, operating results, and financial condition could be adversely affected,” Coinbase writes in its S-1 filing.\nHow large is Coinbase?\nThe crypto exchange platform ranks No. 3 among the largest digital asset exchanges in the world, according to data site CoinMarketCap.com. That ranking puts it behind Binance, based in Seattle and Huobi Global, a Seychelles-based cryptocurrency exchange that was founded in China.\nCOINMARKETCAP.COM\nIn the U.S. Coinbase is by far the most well-known crypto platform but there are competitors, including Gemini, run by Tyler and Cameron Winklevoss, who famously used their Facebook Inc. settlements to invest in bitcoins.\nKraken is another popular crypto platform and direct competitor in the U.S.\nOdds & Ends\nThe company in its public filing offered a number of homages to the founder or founders of bitcoin and the digital currency age in its submission.\nFor example, it listed the genesis block associated with Satoshi Nakamoto at “1A1zP1eP5QGefi2DMPTfTL5SLmv7DivfNa,” whose white paper back in 2008 set bitcoin in motion. (Additionally, a “Satoshi” is the smallest unit of bitcoin—0.00000001 BTC).\nThe company offers no physical address for its headquarters in California, citing the COVID-19 pandemic, which has forced a number of companies to have most, if not all, of its staffers work remotely. For that reason, Coinbase refers to itself as “a remote-first company.”\nHowever, having no address to some was viewed as aligning with the decentralized nature of blockchain and bitcoins.\nThe company also offered a handy primer on cryptocurrency terms, including defining terms like “hodl,” which have become popular in crypto circles. Hodl was accidentally coined in a 2013 Reddit and means long-term holder of an investment.\nSEC\nArmstrong crypto charity\nBack in 2018, Armstrong kicked off GiveCrypto.org, which makes direct cash transfers to people living in poverty.\n“People who invested early in crypto have amassed an enormous amount of wealth in a relatively short amount of time. Yet the reputation of the crypto community has been dominated by images of ‘bros in Lambos,’ whose antics get a lot of attention,”wrote Armstrong in a separate blog post on Mediumin 2018.\nArmstrong has reportedly donated at least $1 million to GiveCrypto.","news_type":1},"isVote":1,"tweetType":1,"viewCount":138,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3575408338074495","authorId":"3575408338074495","name":"我发大财了","avatar":"https://community-static.tradeup.com/news/850ce10f8979981b703d0999ccb63c31","crmLevel":6,"crmLevelSwitch":1},"content":"Can i get a response to my comment please?","text":"Can i get a response to my comment please?","html":"Can i get a response to my comment please?"}],"imageCount":0,"langContent":"EN","totalScore":0},{"id":818936461,"gmtCreate":1630369891253,"gmtModify":1676530281941,"author":{"id":"3561335246727315","authorId":"3561335246727315","name":"Chriz","avatar":"https://static.tigerbbs.com/8c393b32112334e204b0590fb83bbc7d","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"Like&nbsp;","listText":"Like&nbsp;","text":"Like","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":4,"repostSize":0,"link":"https://ttm.financial/post/818936461","repostId":"2163833181","repostType":4,"isVote":1,"tweetType":1,"viewCount":36,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":127955857,"gmtCreate":1624829703479,"gmtModify":1703845535226,"author":{"id":"3561335246727315","authorId":"3561335246727315","name":"Chriz","avatar":"https://static.tigerbbs.com/8c393b32112334e204b0590fb83bbc7d","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"Nio","listText":"Nio","text":"Nio","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":3,"repostSize":0,"link":"https://ttm.financial/post/127955857","repostId":"1137119316","repostType":4,"repost":{"id":"1137119316","pubTimestamp":1624754401,"share":"https://www.laohu8.com/m/news/1137119316?lang=&edition=full","pubTime":"2021-06-27 08:40","market":"us","language":"en","title":"Ford Or NIO? The Final Verdict","url":"https://stock-news.laohu8.com/highlight/detail?id=1137119316","media":"seekingalpha","summary":"I am comparing Ford against NIO in different categories.The comparison is intended to improve the understanding of Ford's and NIO's growth potential while highlighting differences in market position and opportunities.NIO is growing a lot faster than Ford and the high valuation may be justified.With Ford  launching a major offensive in the market for electric vehicles, Chinese EV maker NIO  will face one more rival competing for sales in the future. Which vehicle maker offers the best deal based ","content":"<p><b>Summary</b></p>\n<ul>\n <li>I am comparing Ford against NIO in different categories.</li>\n <li>The comparison is intended to improve the understanding of Ford's and NIO's growth potential while highlighting differences in market position and opportunities.</li>\n <li>NIO is growing a lot faster than Ford and the high valuation may be justified.</li>\n</ul>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/5033fa117d7852799244b8275bc1000f\" tg-width=\"1536\" tg-height=\"886\"><span>peterschreiber.media/iStock via Getty Images</span></p>\n<p>With Ford (F) launching a major offensive in the market for electric vehicles, Chinese EV maker NIO (NIO) will face one more rival competing for sales in the future. Which vehicle maker offers the best deal based on market opportunity, scale, revenue model, growth prospects and valuation? I will compare Ford against NIO in each category and issue a final verdict at the end.</p>\n<p><b>Ford vs. NIO: The battle for the global electric vehicle market is heating up</b></p>\n<p>Although there is a world of difference between Ford and NIO, both companies are set to go toe-to-toe in the rapidly growing global electric vehicle market. Ford’s fleet is not yet EV-focused but this is going to change: Feeling that the EV race is heating up, Ford said it is accelerating its electrification plan by investing&nbsp;$30B into its EV manufacturing capabilities until 2025. Ford’s previous capital plan called for a $22B investment in zero-emission vehicles. Ford also set an ambitious sales goal: 40% of its global sales will be electric within the next decade and 33% of pickup truck sales. Electric vehicle sales account for just 1% of Ford's sales today. As Ford is phasing out combustion engines, it is set to evolve into an all-electric vehicle maker by 2040.</p>\n<p><b>Market opportunity</b></p>\n<p>In 2020, 3.2m electric vehicles were sold in the world which represented a small market share of just 4.2%. China, however, was responsible for buying 41% of all electric vehicles in the world in 2020. Chinese buyers purchased 1.3m electric vehicles last year and sales are set to grow fast as Beijing seeks to boost EV adoption. The second largest market for electric vehicles was Europe which accounted for 42% of global EV sales. The US is only the third-largest market for plug-in electric vehicles in the world.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/b48c23b32134542f51227d9b1b612887\" tg-width=\"1083\" tg-height=\"863\"><span>(Source: Wikipedia)</span></p>\n<p>China, by far, is the fastest growing EV market in the world, although Europe is catching up fast, in part due to a legislative efforts to increase adoption of zero-emission passenger vehicles and because of massive investments in a Europe-wide charging station network. NIO is&nbsp;on the cusp of entering the European market&nbsp;in a bid to grow market share in the world’s second-largest EV market before the competition is ready.</p>\n<p>Beijing is a driver behind the electrification of the Chinese auto industry: The government wants to see a&nbsp;twenty percent share&nbsp;of electric vehicles for new car sales by 2025 which will drive EV penetration in NIO’s home market.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/9871e44eaf69adb27151425887870ace\" tg-width=\"739\" tg-height=\"454\"><span>(Source:Schroders)</span></p>\n<p>Turning to growth projections.</p>\n<p>With more favorable government policies for EV makers in places like China and Europe, these markets are poised to see the fastest sales growth and the highest EV adoption rates in the world. China is not only the largest market due to population size but is also expected to outperform all other markets in the world in EV sales until 2030.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/61d19dff2f34e2d8828aca854e85d84a\" tg-width=\"825\" tg-height=\"565\"><span>(Source:McKinsey)</span></p>\n<p>Since China has a larger total market size, a higher EV adoption rate, stronger expected sales growth and a more favorable regulatory framework, the winner here would be: NIO.</p>\n<p><b>Scale and manufacturing competence</b></p>\n<p>Ford has a century’s worth of manufacturing experience. But Ford, so far, has only one all-electric vehicle in its product line-up that compares to NIO: The Mustang Mach-E SUV. In 2022, Ford will begin to sell the all-electric F-150 Lightening which builds on the success of Ford’s best-selling pick-up truck. NIO already has a stronger product catalog including the 5-seater ES6 SUV, the 5-seater coupe SUV EC6 and the ES8, a 6-seater and 7-seater full-sized SUV.</p>\n<p>Since NIO is solely focused on producing EVs and occupies a very small and defined niche, the Chinese firm has an advantage as far as EV-manufacturing expertise goes. The question is how long this advantage can last. Ford has extensive experience in building cars and can leverage a global manufacturing base to ramp up EV production faster than any niche EV maker could ever hope to achieve. This makes Ford a very serious rival not only to Tesla (TSLA) in the US, but also to NIO abroad. Ford is accelerating its electrification plans and it has the resources and the ambition to become a leader in EVs within the next decade. Ford’s proposed $30B spending on the electrification of its fleet will accelerate its transformation and turn Ford into a long term threat to other EV makers.</p>\n<p>Winner here: Ford.</p>\n<p><b>Differentiation and BaaS revenue model</b></p>\n<p>Both Ford and NIO know about the importance of differentiation in a market that will only get more competitive over time, which is why both companies are investing heavily in a related field that can break or solidify dominance in the EV market: Battery technology.</p>\n<p>Ford is&nbsp;forming a joint venture&nbsp;with South Korean battery technology company SK Innovation to secure supply of traction battery cells and array modules. The joint venture is meant to accelerate battery deliveries and will produce approximately 60 GWh annually, enough to cover 25% of Ford’s estimated annual energy demand by 2030. NIO is also investing in battery technology and has&nbsp;formed its own joint venture&nbsp;to secure battery supply.</p>\n<p>The difference to Ford is that NIO’s battery investment strategy revolves around a battery subscription model, also called “battery-as-a-service”, which creates a strong, long term revenue opportunity for the Chinese vehicle maker. Under this “BaaS” model, users who buy a NIO electric vehicle get a 70,000 RMB initial discount, equivalent to $10,800, and can sign up for a monthly subscription to rent a rechargeable 70 kWh battery. Batteries can then be exchanged at one of NIO’s battery-swapping stations which can be found in most big Chinese cities. A battery subscription costs 980 RMB monthly which is the equivalent of $150.</p>\n<p>The BaaS model has a couple of benefits for both the vehicle maker and the user: Purchasing an electric vehicle from NIO gets a lot more affordable due to the up-front discount and the subscription model ensures that users benefit from advancement in battery technology and better performance over time. Decoupling battery costs from vehicle prices creates an entirely new revenue stream on a subscription basis for NIO. Revenues from “BaaS” subscriptions could be used to increase the density of NIO’s network of charging/replacement stations. The battery subscription model also binds customers to NIO, potentially increasing customer lifetime value.</p>\n<p>Ford and NIO are primed to benefit from falling battery costs for electric vehicles as they ramp up capital allocations. As more investments flow into developing more efficient batteries, performance will go up and costs will go down which should drive EV adoption and benefit all EV makers. This is because lower battery prices make EVs more competitive to passenger vehicles with combustion engines. But since NIO is structuring a part of its business model explicitly around battery subscriptions, NIO could benefit more than Ford.</p>\n<p>Battery costs for EVs have decreased 70% since 2014, based on information provided by investment firm Schroders, and are set to decrease more this decade.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/c42acb75905affe7570a2f399ea3192f\" tg-width=\"758\" tg-height=\"449\"><span>(Source: Schroders)</span></p>\n<p>The “BaaS” model is genius and could develop into a $500M a year revenue opportunity for NIO long term. Although Ford is ramping up its investments in battery technology, the winner in this category is: NIO.</p>\n<p><b>Sales growth and valuation</b></p>\n<p>Ford’s sales in May grew 4.1% Y/Y but electrified vehicle sales (including hybrids) surged 184% Y/Y as Ford sold a record 10,364 EVs/hybrids in May. Escape electrified sales and Explorer Hybrid grew sales at 125% and 132% Y/Y showing strong customer uptake. NIO delivered 6,711 vehicles last month including 3,017 ES6s, 1,412 ES8s and 2,282 EC6s. Total Y/Y delivery growth for May was 95.3%.</p>\n<p>Ford's sales are fifty-four times larger than NIO's which creates more sales growth and revaluation potential for NIO.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/df5a0a393e44ed74241c5effcdd92350\" tg-width=\"635\" tg-height=\"419\"><span>Data by YCharts</span></p>\n<p>The difference in valuation between Ford and NIO is like the difference between night and day. This is because Ford is still seen as a mature vehicle maker with expected enterprise sales growth in the low-to-mid digits, despite explosive growth in the EV category. Ford is expected to grow revenues by 33% until FY 2025 (base year: FY 2020) and NIO by 808%!</p>\n<p>Due to these differences in sales growth, NIO is the complete opposite of Ford, at least as far as valuation goes. The Chinese EV-maker is expected to see sales and delivery growth close to 100% this year and since NIO is only dealing in EVs, NIO gets a much higher market-cap-to-sales ratio than Ford.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/817605c6b1e82c03d0473ea570d32b8f\" tg-width=\"506\" tg-height=\"406\"><span>(Source: Author)</span></p>\n<p><b>NIO has larger risks...</b></p>\n<p>NIO is the more risky venture, but also the one that offers the most promise. Government policy favors EV-makers like NIO. The potential for total global sales growth is larger for NIO as it operates from a smaller revenue base compared to Ford. But there are also a few things that work against NIO. For example, recalls due to production defects would be a much bigger challenge for NIO to overcome than for Ford which can rely on a global service and distribution network. NIO’s valuation is also not without risk as an unexpected slowing of sales growth due to production setbacks would leave a much larger dent in the financials.</p>\n<p><b>Final verdict</b></p>\n<p>NIO is definitely the more “sexy” vehicle maker. Strong adoption and sales growth in China and Europe support NIO. Its super smart BaaS model which decouples vehicle purchase prices from battery costs is genius. You pay a high price for this growth but the market opportunity for NIO is immense.</p>\n<p>Ford’s EV sales are booming and the percentage of EV sales will increase as the vehicle maker electrifies its fleet. Ford has a lot of potential in the EV market but since EV sales are still a relatively low percentage of total sales, it will take a long time for Ford to complete its transformation.</p>\n<p>If you believe in the potential of the global EV market, buy NIO. If you believe in the potential of the global EV market and don’t like much risk, buy Ford.</p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Ford Or NIO? 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The Final Verdict\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-06-27 08:40 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4436600-ford-or-nio-the-final-verdict><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Summary\n\nI am comparing Ford against NIO in different categories.\nThe comparison is intended to improve the understanding of Ford's and NIO's growth potential while highlighting differences in market ...</p>\n\n<a href=\"https://seekingalpha.com/article/4436600-ford-or-nio-the-final-verdict\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NIO":"蔚来","F":"福特汽车"},"source_url":"https://seekingalpha.com/article/4436600-ford-or-nio-the-final-verdict","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1137119316","content_text":"Summary\n\nI am comparing Ford against NIO in different categories.\nThe comparison is intended to improve the understanding of Ford's and NIO's growth potential while highlighting differences in market position and opportunities.\nNIO is growing a lot faster than Ford and the high valuation may be justified.\n\npeterschreiber.media/iStock via Getty Images\nWith Ford (F) launching a major offensive in the market for electric vehicles, Chinese EV maker NIO (NIO) will face one more rival competing for sales in the future. Which vehicle maker offers the best deal based on market opportunity, scale, revenue model, growth prospects and valuation? I will compare Ford against NIO in each category and issue a final verdict at the end.\nFord vs. NIO: The battle for the global electric vehicle market is heating up\nAlthough there is a world of difference between Ford and NIO, both companies are set to go toe-to-toe in the rapidly growing global electric vehicle market. Ford’s fleet is not yet EV-focused but this is going to change: Feeling that the EV race is heating up, Ford said it is accelerating its electrification plan by investing $30B into its EV manufacturing capabilities until 2025. Ford’s previous capital plan called for a $22B investment in zero-emission vehicles. Ford also set an ambitious sales goal: 40% of its global sales will be electric within the next decade and 33% of pickup truck sales. Electric vehicle sales account for just 1% of Ford's sales today. As Ford is phasing out combustion engines, it is set to evolve into an all-electric vehicle maker by 2040.\nMarket opportunity\nIn 2020, 3.2m electric vehicles were sold in the world which represented a small market share of just 4.2%. China, however, was responsible for buying 41% of all electric vehicles in the world in 2020. Chinese buyers purchased 1.3m electric vehicles last year and sales are set to grow fast as Beijing seeks to boost EV adoption. The second largest market for electric vehicles was Europe which accounted for 42% of global EV sales. The US is only the third-largest market for plug-in electric vehicles in the world.\n(Source: Wikipedia)\nChina, by far, is the fastest growing EV market in the world, although Europe is catching up fast, in part due to a legislative efforts to increase adoption of zero-emission passenger vehicles and because of massive investments in a Europe-wide charging station network. NIO is on the cusp of entering the European market in a bid to grow market share in the world’s second-largest EV market before the competition is ready.\nBeijing is a driver behind the electrification of the Chinese auto industry: The government wants to see a twenty percent share of electric vehicles for new car sales by 2025 which will drive EV penetration in NIO’s home market.\n(Source:Schroders)\nTurning to growth projections.\nWith more favorable government policies for EV makers in places like China and Europe, these markets are poised to see the fastest sales growth and the highest EV adoption rates in the world. China is not only the largest market due to population size but is also expected to outperform all other markets in the world in EV sales until 2030.\n(Source:McKinsey)\nSince China has a larger total market size, a higher EV adoption rate, stronger expected sales growth and a more favorable regulatory framework, the winner here would be: NIO.\nScale and manufacturing competence\nFord has a century’s worth of manufacturing experience. But Ford, so far, has only one all-electric vehicle in its product line-up that compares to NIO: The Mustang Mach-E SUV. In 2022, Ford will begin to sell the all-electric F-150 Lightening which builds on the success of Ford’s best-selling pick-up truck. NIO already has a stronger product catalog including the 5-seater ES6 SUV, the 5-seater coupe SUV EC6 and the ES8, a 6-seater and 7-seater full-sized SUV.\nSince NIO is solely focused on producing EVs and occupies a very small and defined niche, the Chinese firm has an advantage as far as EV-manufacturing expertise goes. The question is how long this advantage can last. Ford has extensive experience in building cars and can leverage a global manufacturing base to ramp up EV production faster than any niche EV maker could ever hope to achieve. This makes Ford a very serious rival not only to Tesla (TSLA) in the US, but also to NIO abroad. Ford is accelerating its electrification plans and it has the resources and the ambition to become a leader in EVs within the next decade. Ford’s proposed $30B spending on the electrification of its fleet will accelerate its transformation and turn Ford into a long term threat to other EV makers.\nWinner here: Ford.\nDifferentiation and BaaS revenue model\nBoth Ford and NIO know about the importance of differentiation in a market that will only get more competitive over time, which is why both companies are investing heavily in a related field that can break or solidify dominance in the EV market: Battery technology.\nFord is forming a joint venture with South Korean battery technology company SK Innovation to secure supply of traction battery cells and array modules. The joint venture is meant to accelerate battery deliveries and will produce approximately 60 GWh annually, enough to cover 25% of Ford’s estimated annual energy demand by 2030. NIO is also investing in battery technology and has formed its own joint venture to secure battery supply.\nThe difference to Ford is that NIO’s battery investment strategy revolves around a battery subscription model, also called “battery-as-a-service”, which creates a strong, long term revenue opportunity for the Chinese vehicle maker. Under this “BaaS” model, users who buy a NIO electric vehicle get a 70,000 RMB initial discount, equivalent to $10,800, and can sign up for a monthly subscription to rent a rechargeable 70 kWh battery. Batteries can then be exchanged at one of NIO’s battery-swapping stations which can be found in most big Chinese cities. A battery subscription costs 980 RMB monthly which is the equivalent of $150.\nThe BaaS model has a couple of benefits for both the vehicle maker and the user: Purchasing an electric vehicle from NIO gets a lot more affordable due to the up-front discount and the subscription model ensures that users benefit from advancement in battery technology and better performance over time. Decoupling battery costs from vehicle prices creates an entirely new revenue stream on a subscription basis for NIO. Revenues from “BaaS” subscriptions could be used to increase the density of NIO’s network of charging/replacement stations. The battery subscription model also binds customers to NIO, potentially increasing customer lifetime value.\nFord and NIO are primed to benefit from falling battery costs for electric vehicles as they ramp up capital allocations. As more investments flow into developing more efficient batteries, performance will go up and costs will go down which should drive EV adoption and benefit all EV makers. This is because lower battery prices make EVs more competitive to passenger vehicles with combustion engines. But since NIO is structuring a part of its business model explicitly around battery subscriptions, NIO could benefit more than Ford.\nBattery costs for EVs have decreased 70% since 2014, based on information provided by investment firm Schroders, and are set to decrease more this decade.\n(Source: Schroders)\nThe “BaaS” model is genius and could develop into a $500M a year revenue opportunity for NIO long term. Although Ford is ramping up its investments in battery technology, the winner in this category is: NIO.\nSales growth and valuation\nFord’s sales in May grew 4.1% Y/Y but electrified vehicle sales (including hybrids) surged 184% Y/Y as Ford sold a record 10,364 EVs/hybrids in May. Escape electrified sales and Explorer Hybrid grew sales at 125% and 132% Y/Y showing strong customer uptake. NIO delivered 6,711 vehicles last month including 3,017 ES6s, 1,412 ES8s and 2,282 EC6s. Total Y/Y delivery growth for May was 95.3%.\nFord's sales are fifty-four times larger than NIO's which creates more sales growth and revaluation potential for NIO.\nData by YCharts\nThe difference in valuation between Ford and NIO is like the difference between night and day. This is because Ford is still seen as a mature vehicle maker with expected enterprise sales growth in the low-to-mid digits, despite explosive growth in the EV category. Ford is expected to grow revenues by 33% until FY 2025 (base year: FY 2020) and NIO by 808%!\nDue to these differences in sales growth, NIO is the complete opposite of Ford, at least as far as valuation goes. The Chinese EV-maker is expected to see sales and delivery growth close to 100% this year and since NIO is only dealing in EVs, NIO gets a much higher market-cap-to-sales ratio than Ford.\n(Source: Author)\nNIO has larger risks...\nNIO is the more risky venture, but also the one that offers the most promise. Government policy favors EV-makers like NIO. The potential for total global sales growth is larger for NIO as it operates from a smaller revenue base compared to Ford. But there are also a few things that work against NIO. For example, recalls due to production defects would be a much bigger challenge for NIO to overcome than for Ford which can rely on a global service and distribution network. NIO’s valuation is also not without risk as an unexpected slowing of sales growth due to production setbacks would leave a much larger dent in the financials.\nFinal verdict\nNIO is definitely the more “sexy” vehicle maker. Strong adoption and sales growth in China and Europe support NIO. Its super smart BaaS model which decouples vehicle purchase prices from battery costs is genius. You pay a high price for this growth but the market opportunity for NIO is immense.\nFord’s EV sales are booming and the percentage of EV sales will increase as the vehicle maker electrifies its fleet. Ford has a lot of potential in the EV market but since EV sales are still a relatively low percentage of total sales, it will take a long time for Ford to complete its transformation.\nIf you believe in the potential of the global EV market, buy NIO. If you believe in the potential of the global EV market and don’t like much risk, buy Ford.","news_type":1},"isVote":1,"tweetType":1,"viewCount":29,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3571345352614779","authorId":"3571345352614779","name":"xiaobaii","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0},"content":"Like & Comment Please, Thank You Very Much","text":"Like & Comment Please, Thank You Very Much","html":"Like & Comment Please, Thank You Very Much"}],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9097928889,"gmtCreate":1645319788357,"gmtModify":1676534017892,"author":{"id":"3561335246727315","authorId":"3561335246727315","name":"Chriz","avatar":"https://static.tigerbbs.com/8c393b32112334e204b0590fb83bbc7d","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"..&nbsp;","listText":"..&nbsp;","text":"..","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9097928889","repostId":"2212671091","repostType":4,"repost":{"id":"2212671091","pubTimestamp":1645319101,"share":"https://www.laohu8.com/m/news/2212671091?lang=&edition=full","pubTime":"2022-02-20 09:05","market":"us","language":"en","title":"Will Fed rate hikes crush the stock market? Here's why speed matters","url":"https://stock-news.laohu8.com/highlight/detail?id=2212671091","media":"MarketWatch","summary":"With the Federal Reserve all but certain to begin raising interest rates in March, market prognostic","content":"<html><head></head><body><p>With the Federal Reserve all but certain to begin raising interest rates in March, market prognosticators have been quick to reassure investors that history shows stocks tend to do just fine as policy makers embark on a monetary policy tightening cycle.</p><p>But like most things related to markets, there&#39;s more to the story.</p><p>It turns out that when the Fed moves fast to hike rates, as it has signaled it&#39;s prepared to do in a scramble to rein in U.S. inflation running at its hottest since the early 1980s, the stock market&#39;s short-term performance hasn&#39;t been quite as stellar, said Ed Clissold, chief U.S. strategist at Ned Davis Research.</p><p>&#34;It&#39;s intuitive that the Fed&#39;s job when they start to raise rates is to take the punch bowl away before the party gets going too much,&#34; he said, in a Thursday interview. So it shouldn&#39;t be a surprise that &#34;the quicker they&#39;ve been, the more markets have taken note.&#34;</p><p>Clissold and Thanh Nguyen, NDR&#39;s senior quantitative analyst, detailed the difference between market performance in &#34;fast&#34; versus &#34;slow&#34; cycles in a Feb. 9 note. They found that in the year following the initial rate increase, the S&amp;P 500  rose an average 10.5% in slow cycles versus an average fall of 2.7% in fast cycles (see chart below).</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/b209a13e185df7837bbe56e3518647ca\" tg-width=\"700\" tg-height=\"558\" width=\"100%\" height=\"auto\"/><span>Ned Davis Research</span></p><p>The median gain during the first year of a slow cycle was 13.4% versus 2.4% for fast cycles. The median maximum drawdown in slow cycles was 11%, compared with 12.1% for fast cycles.</p><p>Overall, the &#34;return and drawdown statistics of a fast cycle are consistent with choppy conditions, but not necessarily a major bear market,&#34; Clissold and Nguyen wrote.</p><p>So how fast is fast? It&#39;s a bit subjective, Clissold told MarketWatch, but past cycles have shaken out relatively clearly between the two categories. NDR expects four or more rate increases over the Fed&#39;s seven remaining policy meetings in 2022 alongside the start of a reduction in the size of the central bank&#39;s balance sheet -- a pace that would put the cycle clearly in the &#34;fast&#34; category.</p><p>Some Fed watchers see a faster pace than that, and fed-funds futures traders have increasingly priced in the prospect of policy makers kicking off the cycle with a half-point rate increase rather than the typical quarter-point, or 25 basis point, move.</p><p>The market&#39;s pricing of an aggressive rate-hike scenario appears reasonable given the inflation picture, said Lauren Goodwin, economist and portfolio strategist at New York Life Investments.</p><p>That said, it&#39;s worth remembering that both the market and the Fed itself, via the central bank&#39;s so-called dot-plot forecast for benchmark interest rates, have been relatively poor at predicting the actual rate outcome, she noted, in a phone interview.</p><p>That isn&#39;t a criticism, she said. Rather it merely reflects just how difficult it is to make accurate rate predictions. New York Life Investments, for its part, looks for four quarter-point rate increases in 2022, possibly frontloaded.</p><p>The point, she said, is that there has already been substantial volatility around rate expectations and, moreover, that&#39;s likely to continue as data comes in. That could make for more volatility in the rates market and the yield curve, which has flattened significantly since the beginning of the year as rates at the short end have risen sharply in anticipation of Fed tightening while longer-dated yields have risen less sharply.</p><p>The yield curve is viewed as an important indicator in itself. An inversion of the curve, particularly when the 2-year or shorter-dated yields rise above the 10-year yield, has been a reliable recession indicator.</p><p>That hasn&#39;t happened yet, but the rapid flattening of the curve may reflect fears aggressive Fed tightening could throw the economy into recession, some analysts say. Others offer a more benign interpretation, with the flattening reflecting expectations a quick response by the Fed will help wrestle down inflation without requiring rates to rise to eye-watering levels.</p><p>On the surface, the latter scenario would seem to favor stocks of companies tied to the economic cycle, particularly those that are able to pass on rising costs and navigate rising capital costs, Goodwin said. In asset class terms, that would tend to favor value stocks over growth stocks, she said.</p><p>But it&#39;s not that simple. &#34;It really depends on the company and that their capital structure and competitiveness in this type of environment,&#34; she said, noting that some technology stocks have fared very well in an environment that seems to no longer favor growth, while others have suffered.</p><p>That makes for a more &#34;company by company&#34; picture that favors active managers, Goodwin said.</p><p>It&#39;s all part of a &#34;midcycle&#34; environment. Economic growth remains healthy, which is constructive for stocks, but growth is only likely to slow from here, she said, and that makes &#34;earnings and earnings quality particularly important.&#34;</p><p>That will change when there are clearer signs the economy is simply decelerating, which is when more broad level asset class considerations play a bigger role in determining outcomes for investors, she said.</p><p>U.S. markets will be closed Monday for the Presidents Day holiday. Meanwhile, investors, like Fed officials, will remain glued to inflation data, while keeping watch on developments around Ukraine as U.S. officials warn of the threat of a Russian invasion.</p><p>Ukraine-related jitters were blamed in part for the stock market&#39;s stumble over the past week, with the Dow Jones Industrial Average  falling 1.9%, while the S&amp;P 500 fell 1.6% and the Nasdaq Composite  lost 1.2%.</p><p>Friday will bring the Fed&#39;s favored reading on price pressures with the release of the January personal consumption and expenditures, or PCE, inflation reading. The University of Michigan&#39;s final February take on five-year consumer inflation expectations is also due Friday.</p></body></html>","source":"lsy1603348471595","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Will Fed rate hikes crush the stock market? Here's why speed matters</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\">\nWill Fed rate hikes crush the stock market? Here's why speed matters\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-02-20 09:05 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.marketwatch.com/story/will-fed-rate-hikes-crush-the-stock-market-heres-why-speed-matters-11645270790?mod=home-page><strong>MarketWatch</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>With the Federal Reserve all but certain to begin raising interest rates in March, market prognosticators have been quick to reassure investors that history shows stocks tend to do just fine as policy...</p>\n\n<a href=\"https://www.marketwatch.com/story/will-fed-rate-hikes-crush-the-stock-market-heres-why-speed-matters-11645270790?mod=home-page\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".DJI":"道琼斯",".SPX":"S&P 500 Index",".IXIC":"NASDAQ Composite"},"source_url":"https://www.marketwatch.com/story/will-fed-rate-hikes-crush-the-stock-market-heres-why-speed-matters-11645270790?mod=home-page","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2212671091","content_text":"With the Federal Reserve all but certain to begin raising interest rates in March, market prognosticators have been quick to reassure investors that history shows stocks tend to do just fine as policy makers embark on a monetary policy tightening cycle.But like most things related to markets, there's more to the story.It turns out that when the Fed moves fast to hike rates, as it has signaled it's prepared to do in a scramble to rein in U.S. inflation running at its hottest since the early 1980s, the stock market's short-term performance hasn't been quite as stellar, said Ed Clissold, chief U.S. strategist at Ned Davis Research.\"It's intuitive that the Fed's job when they start to raise rates is to take the punch bowl away before the party gets going too much,\" he said, in a Thursday interview. So it shouldn't be a surprise that \"the quicker they've been, the more markets have taken note.\"Clissold and Thanh Nguyen, NDR's senior quantitative analyst, detailed the difference between market performance in \"fast\" versus \"slow\" cycles in a Feb. 9 note. They found that in the year following the initial rate increase, the S&P 500  rose an average 10.5% in slow cycles versus an average fall of 2.7% in fast cycles (see chart below).Ned Davis ResearchThe median gain during the first year of a slow cycle was 13.4% versus 2.4% for fast cycles. The median maximum drawdown in slow cycles was 11%, compared with 12.1% for fast cycles.Overall, the \"return and drawdown statistics of a fast cycle are consistent with choppy conditions, but not necessarily a major bear market,\" Clissold and Nguyen wrote.So how fast is fast? It's a bit subjective, Clissold told MarketWatch, but past cycles have shaken out relatively clearly between the two categories. NDR expects four or more rate increases over the Fed's seven remaining policy meetings in 2022 alongside the start of a reduction in the size of the central bank's balance sheet -- a pace that would put the cycle clearly in the \"fast\" category.Some Fed watchers see a faster pace than that, and fed-funds futures traders have increasingly priced in the prospect of policy makers kicking off the cycle with a half-point rate increase rather than the typical quarter-point, or 25 basis point, move.The market's pricing of an aggressive rate-hike scenario appears reasonable given the inflation picture, said Lauren Goodwin, economist and portfolio strategist at New York Life Investments.That said, it's worth remembering that both the market and the Fed itself, via the central bank's so-called dot-plot forecast for benchmark interest rates, have been relatively poor at predicting the actual rate outcome, she noted, in a phone interview.That isn't a criticism, she said. Rather it merely reflects just how difficult it is to make accurate rate predictions. New York Life Investments, for its part, looks for four quarter-point rate increases in 2022, possibly frontloaded.The point, she said, is that there has already been substantial volatility around rate expectations and, moreover, that's likely to continue as data comes in. That could make for more volatility in the rates market and the yield curve, which has flattened significantly since the beginning of the year as rates at the short end have risen sharply in anticipation of Fed tightening while longer-dated yields have risen less sharply.The yield curve is viewed as an important indicator in itself. An inversion of the curve, particularly when the 2-year or shorter-dated yields rise above the 10-year yield, has been a reliable recession indicator.That hasn't happened yet, but the rapid flattening of the curve may reflect fears aggressive Fed tightening could throw the economy into recession, some analysts say. Others offer a more benign interpretation, with the flattening reflecting expectations a quick response by the Fed will help wrestle down inflation without requiring rates to rise to eye-watering levels.On the surface, the latter scenario would seem to favor stocks of companies tied to the economic cycle, particularly those that are able to pass on rising costs and navigate rising capital costs, Goodwin said. In asset class terms, that would tend to favor value stocks over growth stocks, she said.But it's not that simple. \"It really depends on the company and that their capital structure and competitiveness in this type of environment,\" she said, noting that some technology stocks have fared very well in an environment that seems to no longer favor growth, while others have suffered.That makes for a more \"company by company\" picture that favors active managers, Goodwin said.It's all part of a \"midcycle\" environment. Economic growth remains healthy, which is constructive for stocks, but growth is only likely to slow from here, she said, and that makes \"earnings and earnings quality particularly important.\"That will change when there are clearer signs the economy is simply decelerating, which is when more broad level asset class considerations play a bigger role in determining outcomes for investors, she said.U.S. markets will be closed Monday for the Presidents Day holiday. Meanwhile, investors, like Fed officials, will remain glued to inflation data, while keeping watch on developments around Ukraine as U.S. officials warn of the threat of a Russian invasion.Ukraine-related jitters were blamed in part for the stock market's stumble over the past week, with the Dow Jones Industrial Average  falling 1.9%, while the S&P 500 fell 1.6% and the Nasdaq Composite  lost 1.2%.Friday will bring the Fed's favored reading on price pressures with the release of the January personal consumption and expenditures, or PCE, inflation reading. The University of Michigan's final February take on five-year consumer inflation expectations is also due Friday.","news_type":1},"isVote":1,"tweetType":1,"viewCount":78,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":890680249,"gmtCreate":1628113096581,"gmtModify":1703501288711,"author":{"id":"3561335246727315","authorId":"3561335246727315","name":"Chriz","avatar":"https://static.tigerbbs.com/8c393b32112334e204b0590fb83bbc7d","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"Like","listText":"Like","text":"Like","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":9,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/890680249","repostId":"1187165636","repostType":4,"isVote":1,"tweetType":1,"viewCount":32,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":195282144,"gmtCreate":1621297378288,"gmtModify":1704355267349,"author":{"id":"3561335246727315","authorId":"3561335246727315","name":"Chriz","avatar":"https://static.tigerbbs.com/8c393b32112334e204b0590fb83bbc7d","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"Like and comment pls","listText":"Like and comment pls","text":"Like and comment pls","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":4,"repostSize":0,"link":"https://ttm.financial/post/195282144","repostId":"2136295438","repostType":4,"repost":{"id":"2136295438","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":1621286069,"share":"https://www.laohu8.com/m/news/2136295438?lang=&edition=full","pubTime":"2021-05-18 05:14","market":"us","language":"en","title":"Wall St ends lower, pulled down by tech stocks","url":"https://stock-news.laohu8.com/highlight/detail?id=2136295438","media":"Reuters","summary":"* Discovery down after deal to merge with AT&T's media unit* Indexes down: Dow 0.16%, S&P 0.25%, Nas","content":"<p>* Discovery down after deal to merge with AT&amp;T's media unit</p><p>* Indexes down: Dow 0.16%, S&amp;P 0.25%, Nasdaq 0.38%</p><p>May 17 (Reuters) - Wall Street ended lower on Monday, weighed down by tech shares as signs of growing inflation worried investors about the potential for tighter monetary policy.</p><p>Of the 11 major S&amp;P sectors that declined, technology, utilities    and communication services&nbsp;were the biggest losers, each down between 0.7% and 0.9%.</p><p>\"What is causing the decline, no surprise to anybody, is the worry about inflation and interest rates,\" said Sam Stovall, chief investment strategist at CFRA Research in New York.</p><p>\"As a result that's causing the growth group, in particular technology and consumer discretionary stocks, to experience weakness, while some of the more value-oriented groups are holding up a bit better.\"</p><p>The S&amp;P 500 scored its biggest <a href=\"https://laohu8.com/S/AONE\">one</a>-day jump in more than a month on Friday as investors picked up beaten-down stocks following a pullback earlier in the week on worries about inflation and a sooner-than-expected tightening by the U.S. Federal Reserve.</p><p>The Dow Jones Industrial Average  fell 56.34 points, or 0.16%, to 34,326.01; the S&amp;P 500    lost 10.56 points, or 0.25%, at 4,163.43; and the Nasdaq Composite    dropped 50.93 points, or 0.38%, to 13,379.05.</p><p>Earnings this week will be scrutinized for clues on whether rising prices had any impact on consumer demand and if retailers can sustain their strong earnings momentum.</p><p>Cryptocurrency-related stocks like Marathon Digital, Riot Blockchain    and Coinbase    fell between 3% and 7% as bitcoin swung in volatile trading after Tesla Inc    boss Elon Musk tweeted about the carmaker's bitcoin holdings.</p><p>With the earnings season at its tail end, overall earnings for S&amp;P 500 companies are expected to have climbed 50.6% from a year ago, according to Refinitiv IBES, the strongest pace in 11 years.</p><p>AT&amp;T Inc, owner of HBO and Warner Bros studios, and Discovery Inc   , home to lifestyle TV networks such as HGTV and TLC, said on Monday they will combine their content assets to create a standalone global entertainment and media business. AT&amp;T shares declined 2.69%, while Discovery fell about 5.04%.</p><p>Volume on U.S. exchanges was 9.8 billion shares, compared with the 10.5 billion average over the last 20 trading days.</p><p>On the Nasdaq 100 the largest gainer was Trip.Com Group Ltd, which rose 3.8%, while the largest decliner was Comcast Corp, down 5.5%.</p><p>Advancing issues outnumbered decliners on the NYSE by a 1.13-to-1 ratio; on Nasdaq, a 1.06-to-1 ratio favored advancers.</p><p>The S&amp;P 500 posted 38 new 52-week highs and no new lows; the Nasdaq Composite recorded 110 new highs and 63 new lows.</p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Wall St ends lower, pulled down by tech 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\">\nWall St ends lower, pulled down by tech stocks\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\">2021-05-18 05:14</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>* Discovery down after deal to merge with AT&amp;T's media unit</p><p>* Indexes down: Dow 0.16%, S&amp;P 0.25%, Nasdaq 0.38%</p><p>May 17 (Reuters) - Wall Street ended lower on Monday, weighed down by tech shares as signs of growing inflation worried investors about the potential for tighter monetary policy.</p><p>Of the 11 major S&amp;P sectors that declined, technology, utilities    and communication services&nbsp;were the biggest losers, each down between 0.7% and 0.9%.</p><p>\"What is causing the decline, no surprise to anybody, is the worry about inflation and interest rates,\" said Sam Stovall, chief investment strategist at CFRA Research in New York.</p><p>\"As a result that's causing the growth group, in particular technology and consumer discretionary stocks, to experience weakness, while some of the more value-oriented groups are holding up a bit better.\"</p><p>The S&amp;P 500 scored its biggest <a href=\"https://laohu8.com/S/AONE\">one</a>-day jump in more than a month on Friday as investors picked up beaten-down stocks following a pullback earlier in the week on worries about inflation and a sooner-than-expected tightening by the U.S. Federal Reserve.</p><p>The Dow Jones Industrial Average  fell 56.34 points, or 0.16%, to 34,326.01; the S&amp;P 500    lost 10.56 points, or 0.25%, at 4,163.43; and the Nasdaq Composite    dropped 50.93 points, or 0.38%, to 13,379.05.</p><p>Earnings this week will be scrutinized for clues on whether rising prices had any impact on consumer demand and if retailers can sustain their strong earnings momentum.</p><p>Cryptocurrency-related stocks like Marathon Digital, Riot Blockchain    and Coinbase    fell between 3% and 7% as bitcoin swung in volatile trading after Tesla Inc    boss Elon Musk tweeted about the carmaker's bitcoin holdings.</p><p>With the earnings season at its tail end, overall earnings for S&amp;P 500 companies are expected to have climbed 50.6% from a year ago, according to Refinitiv IBES, the strongest pace in 11 years.</p><p>AT&amp;T Inc, owner of HBO and Warner Bros studios, and Discovery Inc   , home to lifestyle TV networks such as HGTV and TLC, said on Monday they will combine their content assets to create a standalone global entertainment and media business. AT&amp;T shares declined 2.69%, while Discovery fell about 5.04%.</p><p>Volume on U.S. exchanges was 9.8 billion shares, compared with the 10.5 billion average over the last 20 trading days.</p><p>On the Nasdaq 100 the largest gainer was Trip.Com Group Ltd, which rose 3.8%, while the largest decliner was Comcast Corp, down 5.5%.</p><p>Advancing issues outnumbered decliners on the NYSE by a 1.13-to-1 ratio; on Nasdaq, a 1.06-to-1 ratio favored advancers.</p><p>The S&amp;P 500 posted 38 new 52-week highs and no new lows; the Nasdaq Composite recorded 110 new highs and 63 new lows.</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".IXIC":"NASDAQ Composite",".DJI":"道琼斯",".SPX":"S&P 500 Index"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2136295438","content_text":"* Discovery down after deal to merge with AT&T's media unit* Indexes down: Dow 0.16%, S&P 0.25%, Nasdaq 0.38%May 17 (Reuters) - Wall Street ended lower on Monday, weighed down by tech shares as signs of growing inflation worried investors about the potential for tighter monetary policy.Of the 11 major S&P sectors that declined, technology, utilities    and communication services were the biggest losers, each down between 0.7% and 0.9%.\"What is causing the decline, no surprise to anybody, is the worry about inflation and interest rates,\" said Sam Stovall, chief investment strategist at CFRA Research in New York.\"As a result that's causing the growth group, in particular technology and consumer discretionary stocks, to experience weakness, while some of the more value-oriented groups are holding up a bit better.\"The S&P 500 scored its biggest one-day jump in more than a month on Friday as investors picked up beaten-down stocks following a pullback earlier in the week on worries about inflation and a sooner-than-expected tightening by the U.S. Federal Reserve.The Dow Jones Industrial Average  fell 56.34 points, or 0.16%, to 34,326.01; the S&P 500    lost 10.56 points, or 0.25%, at 4,163.43; and the Nasdaq Composite    dropped 50.93 points, or 0.38%, to 13,379.05.Earnings this week will be scrutinized for clues on whether rising prices had any impact on consumer demand and if retailers can sustain their strong earnings momentum.Cryptocurrency-related stocks like Marathon Digital, Riot Blockchain    and Coinbase    fell between 3% and 7% as bitcoin swung in volatile trading after Tesla Inc    boss Elon Musk tweeted about the carmaker's bitcoin holdings.With the earnings season at its tail end, overall earnings for S&P 500 companies are expected to have climbed 50.6% from a year ago, according to Refinitiv IBES, the strongest pace in 11 years.AT&T Inc, owner of HBO and Warner Bros studios, and Discovery Inc   , home to lifestyle TV networks such as HGTV and TLC, said on Monday they will combine their content assets to create a standalone global entertainment and media business. AT&T shares declined 2.69%, while Discovery fell about 5.04%.Volume on U.S. exchanges was 9.8 billion shares, compared with the 10.5 billion average over the last 20 trading days.On the Nasdaq 100 the largest gainer was Trip.Com Group Ltd, which rose 3.8%, while the largest decliner was Comcast Corp, down 5.5%.Advancing issues outnumbered decliners on the NYSE by a 1.13-to-1 ratio; on Nasdaq, a 1.06-to-1 ratio favored advancers.The S&P 500 posted 38 new 52-week highs and no new lows; the Nasdaq Composite recorded 110 new highs and 63 new lows.","news_type":1},"isVote":1,"tweetType":1,"viewCount":114,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":107242579,"gmtCreate":1620517634591,"gmtModify":1704344439963,"author":{"id":"3561335246727315","authorId":"3561335246727315","name":"Chriz","avatar":"https://static.tigerbbs.com/8c393b32112334e204b0590fb83bbc7d","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"Nice","listText":"Nice","text":"Nice","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":5,"repostSize":0,"link":"https://ttm.financial/post/107242579","repostId":"1106882084","repostType":4,"repost":{"id":"1106882084","pubTimestamp":1620451121,"share":"https://www.laohu8.com/m/news/1106882084?lang=&edition=full","pubTime":"2021-05-08 13:18","market":"us","language":"en","title":"US IPO Week Ahead: Mortgage insurance and cross-border e-commerce lead a 7 IPO week","url":"https://stock-news.laohu8.com/highlight/detail?id=1106882084","media":"renaissancecap...","summary":"Seven IPOs are slated to raise $1.6 billion in the week ahead, led by private mortgage insurance companyEnact Holdings.The largest deal of the week,Enact Holdings plans to raise $497 million at a $3.6 billion market cap. Being spun out of Genworth Financial, Enact is a leading private mortgage insurance company in the US, with a 17% share of the market in 2020. The company saw a 60% increase in new insurance written during the year, though COVID-19 has caused higher delinquencies and losses.Cros","content":"<p>Seven IPOs are slated to raise $1.6 billion in the week ahead, led by private mortgage insurance company<b>Enact Holdings</b>(ACT).</p>\n<p>The largest deal of the week,<b>Enact Holdings</b>(ACT) plans to raise $497 million at a $3.6 billion market cap. Being spun out of Genworth Financial, Enact is a leading private mortgage insurance company in the US, with a 17% share of the market in 2020. The company saw a 60% increase in new insurance written during the year, though COVID-19 has caused higher delinquencies and losses.</p>\n<p>Cross-border e-commerce platform<b>Global-E Online</b>(GLBE) plans to raise $360 million at a $4.0 billion market cap. The company states that it has built the world’s leading platform to enable and accelerate global, direct-to-consumer cross-border e-commerce. Fast growing and profitable in 2020, Global-E has over 400 merchants on its platform and currently supports transactions in over 200 markets worldwide.</p>\n<p>Hearing care services provider<b>hear.com</b>(HCG) plans to raise $300 million at a $2.1 billion market cap. The company’s data-driven approach to hearing care enables them to deliver a personalized experience and respond to customer needs in real time. While its conversion rate fell slightly in the FY20, hear.com saw 25%+ increases in both appointments and total customer sales.</p>\n<p>Brazilian customer experience platform<b>Zenvia</b>(ZENV) plans to raise $213 million at a $607 million market cap. The company’s software platform facilitated the flow of communication for more than 9,400 customers throughout Latin America as of December 31, 2020. While it achieved a standalone net revenue expansion rate of over 110%, Zenvia’s EBIT turned negative in 2020.</p>\n<p>Israeli web analytics provider<b>Similarweb</b>(SMWB) plans to raise $160 million at a $1.7 billion market cap. The company has blue-chip customers across a variety of industries, and they include marketers, strategy teams, salespeople, analysts, and investors. Similarweb has demonstrated growth, though it remains small and unprofitable with widening losses.</p>\n<p>Online hydroponic equipment supplier<b>iPower</b>(IPW) plans to raise $24 million at a $202 million market cap. Fast growing and profitable, the company sells equipment that enables its customers to grow fruits, vegetables, flowers, and other plants, including cannabis, through its own website and third party retailers like Amazon, eBay, and Walmart.</p>\n<p>Canadian cannabis products developer<b>Flora Growth</b>(FLGC) plans to raise $15 million at a $221 million market cap. Flora Growth cultivates and processes medical-grade cannabis oil and other cannabis derived products in Colombia. Flora Growth is highly unprofitable, and it just began generating revenues this past August.</p>\n<p><img src=\"https://static.tigerbbs.com/57e90b667064a33ea39693340582c44c\" tg-width=\"1064\" tg-height=\"646\"></p>","source":"lsy1619493174116","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>US IPO Week Ahead: Mortgage insurance and cross-border e-commerce lead a 7 IPO week</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nUS IPO Week Ahead: Mortgage insurance and cross-border e-commerce lead a 7 IPO week\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-05-08 13:18 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.renaissancecapital.com/IPO-Center/News/81602/US-IPO-Week-Ahead-Mortgage-insurance-and-cross-border-e-commerce-lead-a-7-I><strong>renaissancecap...</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Seven IPOs are slated to raise $1.6 billion in the week ahead, led by private mortgage insurance companyEnact Holdings(ACT).\nThe largest deal of the week,Enact Holdings(ACT) plans to raise $497 ...</p>\n\n<a href=\"https://www.renaissancecapital.com/IPO-Center/News/81602/US-IPO-Week-Ahead-Mortgage-insurance-and-cross-border-e-commerce-lead-a-7-I\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{},"source_url":"https://www.renaissancecapital.com/IPO-Center/News/81602/US-IPO-Week-Ahead-Mortgage-insurance-and-cross-border-e-commerce-lead-a-7-I","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1106882084","content_text":"Seven IPOs are slated to raise $1.6 billion in the week ahead, led by private mortgage insurance companyEnact Holdings(ACT).\nThe largest deal of the week,Enact Holdings(ACT) plans to raise $497 million at a $3.6 billion market cap. Being spun out of Genworth Financial, Enact is a leading private mortgage insurance company in the US, with a 17% share of the market in 2020. The company saw a 60% increase in new insurance written during the year, though COVID-19 has caused higher delinquencies and losses.\nCross-border e-commerce platformGlobal-E Online(GLBE) plans to raise $360 million at a $4.0 billion market cap. The company states that it has built the world’s leading platform to enable and accelerate global, direct-to-consumer cross-border e-commerce. Fast growing and profitable in 2020, Global-E has over 400 merchants on its platform and currently supports transactions in over 200 markets worldwide.\nHearing care services providerhear.com(HCG) plans to raise $300 million at a $2.1 billion market cap. The company’s data-driven approach to hearing care enables them to deliver a personalized experience and respond to customer needs in real time. While its conversion rate fell slightly in the FY20, hear.com saw 25%+ increases in both appointments and total customer sales.\nBrazilian customer experience platformZenvia(ZENV) plans to raise $213 million at a $607 million market cap. The company’s software platform facilitated the flow of communication for more than 9,400 customers throughout Latin America as of December 31, 2020. While it achieved a standalone net revenue expansion rate of over 110%, Zenvia’s EBIT turned negative in 2020.\nIsraeli web analytics providerSimilarweb(SMWB) plans to raise $160 million at a $1.7 billion market cap. The company has blue-chip customers across a variety of industries, and they include marketers, strategy teams, salespeople, analysts, and investors. Similarweb has demonstrated growth, though it remains small and unprofitable with widening losses.\nOnline hydroponic equipment supplieriPower(IPW) plans to raise $24 million at a $202 million market cap. Fast growing and profitable, the company sells equipment that enables its customers to grow fruits, vegetables, flowers, and other plants, including cannabis, through its own website and third party retailers like Amazon, eBay, and Walmart.\nCanadian cannabis products developerFlora Growth(FLGC) plans to raise $15 million at a $221 million market cap. Flora Growth cultivates and processes medical-grade cannabis oil and other cannabis derived products in Colombia. Flora Growth is highly unprofitable, and it just began generating revenues this past August.","news_type":1},"isVote":1,"tweetType":1,"viewCount":21,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3575408338074495","authorId":"3575408338074495","name":"我发大财了","avatar":"https://community-static.tradeup.com/news/850ce10f8979981b703d0999ccb63c31","crmLevel":6,"crmLevelSwitch":1},"content":"Need a response to my comment please","text":"Need a response to my comment please","html":"Need a response to my comment please"}],"imageCount":0,"langContent":"EN","totalScore":0},{"id":107034276,"gmtCreate":1620432715095,"gmtModify":1704343550707,"author":{"id":"3561335246727315","authorId":"3561335246727315","name":"Chriz","avatar":"https://static.tigerbbs.com/8c393b32112334e204b0590fb83bbc7d","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"Like and comment&nbsp;pls","listText":"Like and comment&nbsp;pls","text":"Like and comment pls","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":4,"repostSize":0,"link":"https://ttm.financial/post/107034276","repostId":"1120904578","repostType":4,"repost":{"id":"1120904578","pubTimestamp":1620429937,"share":"https://www.laohu8.com/m/news/1120904578?lang=&edition=full","pubTime":"2021-05-08 07:25","market":"us","language":"en","title":"S&P 500, Dow hit record highs as weak jobs data eases rate worries","url":"https://stock-news.laohu8.com/highlight/detail?id=1120904578","media":"Reuters","summary":"The Dow and S&P 500 hit record closing highs on Friday while registering gains for the week, and the","content":"<p>The Dow and S&amp;P 500 hit record closing highs on Friday while registering gains for the week, and the <a href=\"https://laohu8.com/S/NDAQ\">Nasdaq</a> recovered after U.S. jobs data eased concerns over prospects for rising rates.</p><p>U.S. job growth&nbsp;unexpectedly slowed&nbsp;in April, likely restrained by shortages of workers, the Labor Department report showed.</p><p>The report alleviated some concerns about rising inflation and potentially higher U.S. interest rates, which some investors worry would hurt growth companies with high valuations.</p><p>“Growth names that were taken to the woodshed are getting another chance, because they will be perceived to be less risky in an environment where there is a slower recovery, and that’s really what the jobs data is indicating”, said Tom Martin, senior portfolio manager at Globalt Investments.</p><p>Heavily-weighted growth stocks such as <a href=\"https://laohu8.com/S/MSFT\">Microsoft</a> Corp MSFT.O and <a href=\"https://laohu8.com/S/AAPL\">Apple</a> Inc AAPL.O rose by 1.1% and 0.5%, respectively, giving the S&amp;P 500 and Nasdaq their biggest boosts.</p><p>But gains were broad-based, with all major S&amp;P 500 sectors ending in the green and energy SPNY and real estate SPLRCR leading the advance. Energy and materials SPLRCM both hit fresh highs.</p><p>The Dow .DJI rose 229.23 points, or 0.66%, to 34,777.76, the S&amp;P 500 .SPX gained 30.98 points, or 0.74%, to 4,232.6 and the Nasdaq Composite .IXIC added 119.40 points, or 0.88%, to 13,752.24.</p><p>For the week, the Dow rose 2.7%, its biggest weekly percentage gain since March. The S&amp;P 500 gained 1.2%, its best week since mid-April, while the Nasdaq shed 1.5%.</p><p>“The anticipation and confirmation of (Federal Reserve) policy staying the same and continued economic recovery with vaccines rollout have fueled these all-time highs, but we do believe the volatility is going to be tightened in the short term,” said Greg Bassuk, chief executive at Axs Investments.</p><p>A raft of upbeat earnings also helped stocks, and S&amp;P 500 earnings are now estimated to have increased 50.4% in the first quarter from a year ago, which would be the highest growth rate since the first quarter of 2010, according to Refinitiv data.</p><p>Payments firm <a href=\"https://laohu8.com/S/SQ\">Square</a> Inc SQ.N rose 4.2% after reporting a better-than-expected quarterly profit, as surging demand for bitcoin fueled a jump in cryptocurrency transactions on its application. (Full Story)</p><p>Streaming device maker <a href=\"https://laohu8.com/S/ROKU\">Roku Inc</a> ROKU.O jumped 11.5%following an upbeat revenue outlook, while fitness equipment maker Peloton Interactive Inc PTON.O gained as it laid out steps to improve the safety of its equipment. (Full Story) (Full Story)</p><p><a href=\"https://laohu8.com/S/EXPE\">Expedia</a> Group Inc EXPE.O shares rose 5.2% as analysts raised price targets following the company’s upbeat results.</p><p>Advancing issues outnumbered declining ones on the NYSE by a 3.27-to-1 ratio; on Nasdaq, a 2.12-to-1 ratio favored advancers.</p><p>The S&amp;P 500 posted 164 new 52-week highs and <a href=\"https://laohu8.com/S/AONE\">one</a> new low; the Nasdaq Composite recorded 164 new highs and 64 new lows.</p><p>Volume on U.S. exchanges was 10.23 billion shares, compared with the 10.11 billion average for the full session over the last 20 trading days.</p>","source":"lsy1601381805984","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>S&P 500, Dow hit record highs as weak jobs data eases rate worries</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\">\nS&P 500, Dow hit record highs as weak jobs data eases rate worries\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-05-08 07:25 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.reuters.com/business/sp-500-dow-hit-record-highs-weak-jobs-data-eases-rate-worries-2021-05-07/><strong>Reuters</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>The Dow and S&P 500 hit record closing highs on Friday while registering gains for the week, and the Nasdaq recovered after U.S. jobs data eased concerns over prospects for rising rates.U.S. job ...</p>\n\n<a href=\"https://www.reuters.com/business/sp-500-dow-hit-record-highs-weak-jobs-data-eases-rate-worries-2021-05-07/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"161125":"标普500","513500":"标普500ETF","SH":"标普500反向ETF","SQ":"Block","SSO":"两倍做多标普500ETF","SPXU":"三倍做空标普500ETF","IVV":"标普500指数ETF","OEF":"标普100指数ETF-iShares","MSFT":"微软","SPY":"标普500ETF","AAPL":"苹果","UPRO":"三倍做多标普500ETF",".DJI":"道琼斯",".IXIC":"NASDAQ Composite",".SPX":"S&P 500 Index","OEX":"标普100","SDS":"两倍做空标普500ETF","ROKU":"Roku Inc","EXPE":"Expedia"},"source_url":"https://www.reuters.com/business/sp-500-dow-hit-record-highs-weak-jobs-data-eases-rate-worries-2021-05-07/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1120904578","content_text":"The Dow and S&P 500 hit record closing highs on Friday while registering gains for the week, and the Nasdaq recovered after U.S. jobs data eased concerns over prospects for rising rates.U.S. job growth unexpectedly slowed in April, likely restrained by shortages of workers, the Labor Department report showed.The report alleviated some concerns about rising inflation and potentially higher U.S. interest rates, which some investors worry would hurt growth companies with high valuations.“Growth names that were taken to the woodshed are getting another chance, because they will be perceived to be less risky in an environment where there is a slower recovery, and that’s really what the jobs data is indicating”, said Tom Martin, senior portfolio manager at Globalt Investments.Heavily-weighted growth stocks such as Microsoft Corp MSFT.O and Apple Inc AAPL.O rose by 1.1% and 0.5%, respectively, giving the S&P 500 and Nasdaq their biggest boosts.But gains were broad-based, with all major S&P 500 sectors ending in the green and energy SPNY and real estate SPLRCR leading the advance. Energy and materials SPLRCM both hit fresh highs.The Dow .DJI rose 229.23 points, or 0.66%, to 34,777.76, the S&P 500 .SPX gained 30.98 points, or 0.74%, to 4,232.6 and the Nasdaq Composite .IXIC added 119.40 points, or 0.88%, to 13,752.24.For the week, the Dow rose 2.7%, its biggest weekly percentage gain since March. The S&P 500 gained 1.2%, its best week since mid-April, while the Nasdaq shed 1.5%.“The anticipation and confirmation of (Federal Reserve) policy staying the same and continued economic recovery with vaccines rollout have fueled these all-time highs, but we do believe the volatility is going to be tightened in the short term,” said Greg Bassuk, chief executive at Axs Investments.A raft of upbeat earnings also helped stocks, and S&P 500 earnings are now estimated to have increased 50.4% in the first quarter from a year ago, which would be the highest growth rate since the first quarter of 2010, according to Refinitiv data.Payments firm Square Inc SQ.N rose 4.2% after reporting a better-than-expected quarterly profit, as surging demand for bitcoin fueled a jump in cryptocurrency transactions on its application. (Full Story)Streaming device maker Roku Inc ROKU.O jumped 11.5%following an upbeat revenue outlook, while fitness equipment maker Peloton Interactive Inc PTON.O gained as it laid out steps to improve the safety of its equipment. (Full Story) (Full Story)Expedia Group Inc EXPE.O shares rose 5.2% as analysts raised price targets following the company’s upbeat results.Advancing issues outnumbered declining ones on the NYSE by a 3.27-to-1 ratio; on Nasdaq, a 2.12-to-1 ratio favored advancers.The S&P 500 posted 164 new 52-week highs and one new low; the Nasdaq Composite recorded 164 new highs and 64 new lows.Volume on U.S. exchanges was 10.23 billion shares, compared with the 10.11 billion average for the full session over the last 20 trading days.","news_type":1},"isVote":1,"tweetType":1,"viewCount":17,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":352393540,"gmtCreate":1616890038980,"gmtModify":1704799721236,"author":{"id":"3561335246727315","authorId":"3561335246727315","name":"Chriz","avatar":"https://static.tigerbbs.com/8c393b32112334e204b0590fb83bbc7d","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"Wooww","listText":"Wooww","text":"Wooww","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":5,"repostSize":0,"link":"https://ttm.financial/post/352393540","repostId":"1141686975","repostType":4,"repost":{"id":"1141686975","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":1616780260,"share":"https://www.laohu8.com/m/news/1141686975?lang=&edition=full","pubTime":"2021-03-27 01:37","market":"us","language":"en","title":"Zhihu Technology fall on its first day of trading","url":"https://stock-news.laohu8.com/highlight/detail?id=1141686975","media":"Tiger Newspress","summary":"Zhihu Technology shares opened at $8.02 each on Friday, about 15.6% lower than the company’s IPO pri","content":"<p>Zhihu Technology shares opened at $8.02&nbsp;each on Friday, about 15.6% lower than the company’s IPO price&nbsp;$9.5.Zhihu IPO prices at low end of the range, valuing company at about $5.3 billion.</p><p><img src=\"https://static.tigerbbs.com/4672a089b4ebb0a889cbfbeb32b48594\" tg-width=\"1920\" tg-height=\"959\" referrerpolicy=\"no-referrer\"></p><p>Zhihu Inc.&nbsp;announced Friday the pricing of its initial public offering, at $9.50 per American depositary share, which was at the low end of the expected range. The China-based online content company offered 55 million ADS in the IPO to raise $522.5 million, while the pricing valued the company at about $5.31 billion.</p><p>Zhihu has a similar business model as Quora where millions of people ask questions and exchange their views and experiences. Zhihu has become the largest online question and answer community in China.</p><p><b>Sales Breakdown</b></p><p>Advertising and paid memberships account for the biggest portion of the company's revenues. Advertising accounted for 86.1% and 62.4% of total revenues in 2019 and 2020, respectively. We estimate advertising as a percentage of revenues to gradually decline in the next five years as it is offset by the faster growing Paid Memberships and Content Commerce Solutions. We estimate advertising as a percentage of sales to decline to 34.1% in 2021 and 22.3% in 2025.</p><p>Paid Memberships represented 13.1% of total revenues in 2019, which increased to 23.7% of total revenues in 2020. We have assumed Paid Membership revenues as a percentage of total revenues to increase to 31.5% in 2021 and 37.8% in 2025.</p><p>Content Commerce Solutions and Other sales also increased sharply in 2020. Content Commerce Solutions revenues jumped from 0.6 million RMB in 2019 to 135.8 million RMB in 2020. In early 2020, the company launched Content-Commerce solutions, which provide merchants and brands a one-stop shop for all of their sales and marketing needs, including marketing plans. We have assumed Content Commerce Solutions as a percentage of total revenue to jump from 10% in 2020 to 17.8% in 2021 and 32.3% in 2025.</p><p><b>Gross Margins</b></p><p>The company's gross margins improved from 46.6% in 2019 to 56.0% in 2020, driven by an overall improving business scalability. We have assumed further improvements in gross margins to 57.4% in 2021 and 62.3% in 2025.</p><p><b>Total Operating Expenses and Operating Margins</b></p><p>Total operating expenses as a percentage of revenues declined significantly from 204.4% in 2019 to 100.6% in 2020. We expect this ratio to improve further to 79% in 2021, 69.2% in 2022, and 57.2% in 2025. The bulk of the improvements in operating expenses is coming from lower SG&amp;A and R&amp;D expenses as a percentage of revenues in the next five years.</p><p><img src=\"https://static.tigerbbs.com/c019cc86f4d4c1d9ffe15d3b4a4bfa75\" tg-width=\"772\" tg-height=\"480\" referrerpolicy=\"no-referrer\"><img src=\"https://static.tigerbbs.com/ef629be32d2c34d625cb287ad648206d\" tg-width=\"757\" tg-height=\"488\" referrerpolicy=\"no-referrer\"><img src=\"https://static.tigerbbs.com/b9561a02993fbc88c2cad88e68c08730\" tg-width=\"920\" tg-height=\"485\" referrerpolicy=\"no-referrer\"></p><p><b>Company Background</b></p><p>At the end of 2020, Zhihu had more than 43.1 million cumulative content creators that contributed 315 million questions and answers. In 4Q 2020, the company had 75.7 million average monthly active users, up 33% YoY. One of the key strengths of the company is that it is recognized as one of the most trustworthy online content communities and regarded as providing one of the highest quality content in China. Zhihu has tried to capitalize on its large user base to provide numerous multimedia functions including live streaming, e-commerce, online education, and other video content.</p><p>In August 2019, Zhihu received $434 million in funding from leading investors including Baidu and Kuaishou Technology, valuing the company at $3.5 billion. Given that the company had $97 million in sales in 2019, this would suggest a P/S valuation multiple of 36x. If we take the same P/S multiple apply to the company's 2020 sales of $207 million, this would suggest an implied valuation of $7.5 billion.</p><p>Zhihu was originally developed as a question and answer online community in 2010. At the end of 2020, there were a total of 315 million Q&amp;As spanning more than 1,000 verticals and 571,000 topics. Zhihu is one of the top five comprehensive online content communities in China, in terms of average mobile MAUs and revenue in 2020. The company uses artificial intelligence, cloud, and big data algorithms to improve the optimization of its content and services.</p><p><b>Major Shareholders of Zhihu</b></p><p>The founder &amp; CEO&nbsp;Zhou Yuanowns an 8.2% stake in the company (but 46.6% voting rights). Sinovation Ventures owns a 13.1% stake and Tencent Holdings Ltd. owns a 12.3% stake of Zhihu.</p><p><b>Key Demographics</b></p><p>The diagram below provides some of the key demographics of Zhihu user base. Males accounted for 56.9% of total users. People under 30 years old accounted for 78.7% of its total user base. Tier I and new tier I cities represented 52.6% of total user base. Many of the users of Zhihu are students and white collar professionals.</p><p><img src=\"https://static.tigerbbs.com/524d689472daad1c99491d74dfdbfe24\" tg-width=\"295\" tg-height=\"389\" referrerpolicy=\"no-referrer\"></p><p><b>Revenue Breakdown</b></p><p>Advertising and paid memberships account for the biggest portion of the company's revenues. Advertising accounted for 86.1% and 62.4% of total revenues in 2019 and 2020, respectively. The company's advertising revenue is mainly driven by its MAUs and advertising revenue per MAU. The company's MAUs increased by 42.7% YoY to 68.5 million in 2020. The company started its online advertising business in 2016 and introduced paid content in 2018.</p><p>Paid memberships represented 13.1% of total revenues in 2019, which increased to 23.7% of total revenues in 2020. Average monthly members jumped by 311.5% YoY to 2.36 million in 2020, which is a testament of an increasing number of customers that value the premium content available on Zhihu.</p><p>In March 2019, the company introduced the Yan Selection membership program, making it the first payment-based questions &amp; answers community. It provides its members with unlimited access to about 3.4 million paid content including online lectures, columns, audio books, and e-journals. This is one of the biggest strengths of the company as it shows how high quality data and content can generate serious amount of revenues and it also provides a more steady monthly revenue inflow.</p><p>Content Commerce Solutions and Other sales also increased sharply in 2020. Content Commerce Solutions revenues jumped from 0.6 million RMB in 2019 to 135.8 million RMB in 2020. In early 2020, the company launched Content-Commerce solutions, which provide merchants and brands a one-stop shop for all of their sales and marketing needs, including marketing plans, assigning the most relevant content creators to interested users, and facilitating content creation.</p><p>China's content-commerce solution market is expected to be one of the fastest growing sectors in the next several years. According to CIC Consultancy, China's content-commerce solution market is expected to enjoy a strong CAGR growth of 46.4% from 2019 to 2025 (112.3 billion RMB).</p><p><b>Market Opportunities</b></p><p><b>China’s Online Content Communities Market Size</b></p><p>Online content communities refer to UGC (user generated content)-focused (including PUGC (professional user generated content) focused online content market players where content creators are also users, who are actively engaged within the communities. The content communities generally can stimulate higher level of user engagement, more interactive user experience, and enjoy lower content cost, compared to PGC (professionally generated content) players. PGC is content created by the branded company or organization.</p><p>China's online content communities market size increased from 38.6 billion RMB in 2015 to 275.8 billion RMB in 2019 and is further expected to rise to 1.3 trillion RMB in 2025, representing a CAGR of 30.3% from 2019 to 2025, which is higher than the overall online content market growth.</p><p>China's online content community market has more diversified monetization channels including online advertising, paid membership, content e-commerce, content-commerce solutions, virtual gifting in live streaming, online games, and online education services. In comparison, the US online content community's monetization is mainly through advertising.</p><p>One of the major positives about the company is the growing trend of more Chinese consumers that are willing to pay money for higher quality content. The number of paying users in China’s online content communities is expected to increase at a CAGR of 17.1% between 2019 and 2025, which means an increase of 360.4 million extra paying users of online content communities to 588.2 million in 2025.</p><p><b>China's Online Content Market</b></p><p>China's online content market tripled from 2015 to reach 1.2 trillion RMB in 2019. This market is expected to increase to 3.7 trillion RMB in 2025, representing a CAGR of 21.4% from 2019 to 2025.</p><p><b>China’s Online Content Market Size (in terms of revenue), 2015-2025E</b></p><p><img src=\"https://static.tigerbbs.com/69a7db9cacf26245273702a255aabdb8\" tg-width=\"573\" tg-height=\"258\" referrerpolicy=\"no-referrer\"></p><p><b>Market Size of China’s Online Content Communities (in terms of revenue),2015-2025E</b></p><p><img src=\"https://static.tigerbbs.com/aee42792caf4aa2cbdcd17f757a75727\" tg-width=\"584\" tg-height=\"285\" referrerpolicy=\"no-referrer\"></p><p><b>China’s Paid Membership Market Size (in terms of revenue), 2015-2025E</b></p><p><img src=\"https://static.tigerbbs.com/77ff121d78cb1dd922d524a78570152e\" tg-width=\"520\" tg-height=\"286\" referrerpolicy=\"no-referrer\"></p><p><b>Content-commerce solutions</b></p><p>To provide integrated marketing services, the online content communities provide content-commerce solutions for content creation, content distribution, and content conversion. The company provides integrated content-commerce solutions, providing merchants and brands one-stop services for all their sales and marketing needs, from making marketing plans, facilitating content creation, assigning the most relevant content creators, to distributing to the interested users. China's content commerce solution market is expected to grow from 11.4 billion RMB in 2019 to 112.3 billion RMB in 2025, at a CAGR of 46.4%.</p><p><b>China’s Content-Commerce Solution Market Size (in terms of revenue), 2015-2025E</b></p><p><img src=\"https://static.tigerbbs.com/01a230d3fb2d4cf4aeeebfd5c3c691c3\" tg-width=\"520\" tg-height=\"269\" referrerpolicy=\"no-referrer\"></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Zhihu Technology fall on its first day of trading</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nZhihu Technology fall on its first day of trading\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time\">2021-03-27 01:37</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>Zhihu Technology shares opened at $8.02&nbsp;each on Friday, about 15.6% lower than the company’s IPO price&nbsp;$9.5.Zhihu IPO prices at low end of the range, valuing company at about $5.3 billion.</p><p><img src=\"https://static.tigerbbs.com/4672a089b4ebb0a889cbfbeb32b48594\" tg-width=\"1920\" tg-height=\"959\" referrerpolicy=\"no-referrer\"></p><p>Zhihu Inc.&nbsp;announced Friday the pricing of its initial public offering, at $9.50 per American depositary share, which was at the low end of the expected range. The China-based online content company offered 55 million ADS in the IPO to raise $522.5 million, while the pricing valued the company at about $5.31 billion.</p><p>Zhihu has a similar business model as Quora where millions of people ask questions and exchange their views and experiences. Zhihu has become the largest online question and answer community in China.</p><p><b>Sales Breakdown</b></p><p>Advertising and paid memberships account for the biggest portion of the company's revenues. Advertising accounted for 86.1% and 62.4% of total revenues in 2019 and 2020, respectively. We estimate advertising as a percentage of revenues to gradually decline in the next five years as it is offset by the faster growing Paid Memberships and Content Commerce Solutions. We estimate advertising as a percentage of sales to decline to 34.1% in 2021 and 22.3% in 2025.</p><p>Paid Memberships represented 13.1% of total revenues in 2019, which increased to 23.7% of total revenues in 2020. We have assumed Paid Membership revenues as a percentage of total revenues to increase to 31.5% in 2021 and 37.8% in 2025.</p><p>Content Commerce Solutions and Other sales also increased sharply in 2020. Content Commerce Solutions revenues jumped from 0.6 million RMB in 2019 to 135.8 million RMB in 2020. In early 2020, the company launched Content-Commerce solutions, which provide merchants and brands a one-stop shop for all of their sales and marketing needs, including marketing plans. We have assumed Content Commerce Solutions as a percentage of total revenue to jump from 10% in 2020 to 17.8% in 2021 and 32.3% in 2025.</p><p><b>Gross Margins</b></p><p>The company's gross margins improved from 46.6% in 2019 to 56.0% in 2020, driven by an overall improving business scalability. We have assumed further improvements in gross margins to 57.4% in 2021 and 62.3% in 2025.</p><p><b>Total Operating Expenses and Operating Margins</b></p><p>Total operating expenses as a percentage of revenues declined significantly from 204.4% in 2019 to 100.6% in 2020. We expect this ratio to improve further to 79% in 2021, 69.2% in 2022, and 57.2% in 2025. The bulk of the improvements in operating expenses is coming from lower SG&amp;A and R&amp;D expenses as a percentage of revenues in the next five years.</p><p><img src=\"https://static.tigerbbs.com/c019cc86f4d4c1d9ffe15d3b4a4bfa75\" tg-width=\"772\" tg-height=\"480\" referrerpolicy=\"no-referrer\"><img src=\"https://static.tigerbbs.com/ef629be32d2c34d625cb287ad648206d\" tg-width=\"757\" tg-height=\"488\" referrerpolicy=\"no-referrer\"><img src=\"https://static.tigerbbs.com/b9561a02993fbc88c2cad88e68c08730\" tg-width=\"920\" tg-height=\"485\" referrerpolicy=\"no-referrer\"></p><p><b>Company Background</b></p><p>At the end of 2020, Zhihu had more than 43.1 million cumulative content creators that contributed 315 million questions and answers. In 4Q 2020, the company had 75.7 million average monthly active users, up 33% YoY. One of the key strengths of the company is that it is recognized as one of the most trustworthy online content communities and regarded as providing one of the highest quality content in China. Zhihu has tried to capitalize on its large user base to provide numerous multimedia functions including live streaming, e-commerce, online education, and other video content.</p><p>In August 2019, Zhihu received $434 million in funding from leading investors including Baidu and Kuaishou Technology, valuing the company at $3.5 billion. Given that the company had $97 million in sales in 2019, this would suggest a P/S valuation multiple of 36x. If we take the same P/S multiple apply to the company's 2020 sales of $207 million, this would suggest an implied valuation of $7.5 billion.</p><p>Zhihu was originally developed as a question and answer online community in 2010. At the end of 2020, there were a total of 315 million Q&amp;As spanning more than 1,000 verticals and 571,000 topics. Zhihu is one of the top five comprehensive online content communities in China, in terms of average mobile MAUs and revenue in 2020. The company uses artificial intelligence, cloud, and big data algorithms to improve the optimization of its content and services.</p><p><b>Major Shareholders of Zhihu</b></p><p>The founder &amp; CEO&nbsp;Zhou Yuanowns an 8.2% stake in the company (but 46.6% voting rights). Sinovation Ventures owns a 13.1% stake and Tencent Holdings Ltd. owns a 12.3% stake of Zhihu.</p><p><b>Key Demographics</b></p><p>The diagram below provides some of the key demographics of Zhihu user base. Males accounted for 56.9% of total users. People under 30 years old accounted for 78.7% of its total user base. Tier I and new tier I cities represented 52.6% of total user base. Many of the users of Zhihu are students and white collar professionals.</p><p><img src=\"https://static.tigerbbs.com/524d689472daad1c99491d74dfdbfe24\" tg-width=\"295\" tg-height=\"389\" referrerpolicy=\"no-referrer\"></p><p><b>Revenue Breakdown</b></p><p>Advertising and paid memberships account for the biggest portion of the company's revenues. Advertising accounted for 86.1% and 62.4% of total revenues in 2019 and 2020, respectively. The company's advertising revenue is mainly driven by its MAUs and advertising revenue per MAU. The company's MAUs increased by 42.7% YoY to 68.5 million in 2020. The company started its online advertising business in 2016 and introduced paid content in 2018.</p><p>Paid memberships represented 13.1% of total revenues in 2019, which increased to 23.7% of total revenues in 2020. Average monthly members jumped by 311.5% YoY to 2.36 million in 2020, which is a testament of an increasing number of customers that value the premium content available on Zhihu.</p><p>In March 2019, the company introduced the Yan Selection membership program, making it the first payment-based questions &amp; answers community. It provides its members with unlimited access to about 3.4 million paid content including online lectures, columns, audio books, and e-journals. This is one of the biggest strengths of the company as it shows how high quality data and content can generate serious amount of revenues and it also provides a more steady monthly revenue inflow.</p><p>Content Commerce Solutions and Other sales also increased sharply in 2020. Content Commerce Solutions revenues jumped from 0.6 million RMB in 2019 to 135.8 million RMB in 2020. In early 2020, the company launched Content-Commerce solutions, which provide merchants and brands a one-stop shop for all of their sales and marketing needs, including marketing plans, assigning the most relevant content creators to interested users, and facilitating content creation.</p><p>China's content-commerce solution market is expected to be one of the fastest growing sectors in the next several years. According to CIC Consultancy, China's content-commerce solution market is expected to enjoy a strong CAGR growth of 46.4% from 2019 to 2025 (112.3 billion RMB).</p><p><b>Market Opportunities</b></p><p><b>China’s Online Content Communities Market Size</b></p><p>Online content communities refer to UGC (user generated content)-focused (including PUGC (professional user generated content) focused online content market players where content creators are also users, who are actively engaged within the communities. The content communities generally can stimulate higher level of user engagement, more interactive user experience, and enjoy lower content cost, compared to PGC (professionally generated content) players. PGC is content created by the branded company or organization.</p><p>China's online content communities market size increased from 38.6 billion RMB in 2015 to 275.8 billion RMB in 2019 and is further expected to rise to 1.3 trillion RMB in 2025, representing a CAGR of 30.3% from 2019 to 2025, which is higher than the overall online content market growth.</p><p>China's online content community market has more diversified monetization channels including online advertising, paid membership, content e-commerce, content-commerce solutions, virtual gifting in live streaming, online games, and online education services. In comparison, the US online content community's monetization is mainly through advertising.</p><p>One of the major positives about the company is the growing trend of more Chinese consumers that are willing to pay money for higher quality content. The number of paying users in China’s online content communities is expected to increase at a CAGR of 17.1% between 2019 and 2025, which means an increase of 360.4 million extra paying users of online content communities to 588.2 million in 2025.</p><p><b>China's Online Content Market</b></p><p>China's online content market tripled from 2015 to reach 1.2 trillion RMB in 2019. This market is expected to increase to 3.7 trillion RMB in 2025, representing a CAGR of 21.4% from 2019 to 2025.</p><p><b>China’s Online Content Market Size (in terms of revenue), 2015-2025E</b></p><p><img src=\"https://static.tigerbbs.com/69a7db9cacf26245273702a255aabdb8\" tg-width=\"573\" tg-height=\"258\" referrerpolicy=\"no-referrer\"></p><p><b>Market Size of China’s Online Content Communities (in terms of revenue),2015-2025E</b></p><p><img src=\"https://static.tigerbbs.com/aee42792caf4aa2cbdcd17f757a75727\" tg-width=\"584\" tg-height=\"285\" referrerpolicy=\"no-referrer\"></p><p><b>China’s Paid Membership Market Size (in terms of revenue), 2015-2025E</b></p><p><img src=\"https://static.tigerbbs.com/77ff121d78cb1dd922d524a78570152e\" tg-width=\"520\" tg-height=\"286\" referrerpolicy=\"no-referrer\"></p><p><b>Content-commerce solutions</b></p><p>To provide integrated marketing services, the online content communities provide content-commerce solutions for content creation, content distribution, and content conversion. The company provides integrated content-commerce solutions, providing merchants and brands one-stop services for all their sales and marketing needs, from making marketing plans, facilitating content creation, assigning the most relevant content creators, to distributing to the interested users. China's content commerce solution market is expected to grow from 11.4 billion RMB in 2019 to 112.3 billion RMB in 2025, at a CAGR of 46.4%.</p><p><b>China’s Content-Commerce Solution Market Size (in terms of revenue), 2015-2025E</b></p><p><img src=\"https://static.tigerbbs.com/01a230d3fb2d4cf4aeeebfd5c3c691c3\" tg-width=\"520\" tg-height=\"269\" referrerpolicy=\"no-referrer\"></p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"ZH":"知乎"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1141686975","content_text":"Zhihu Technology shares opened at $8.02 each on Friday, about 15.6% lower than the company’s IPO price $9.5.Zhihu IPO prices at low end of the range, valuing company at about $5.3 billion.Zhihu Inc. announced Friday the pricing of its initial public offering, at $9.50 per American depositary share, which was at the low end of the expected range. The China-based online content company offered 55 million ADS in the IPO to raise $522.5 million, while the pricing valued the company at about $5.31 billion.Zhihu has a similar business model as Quora where millions of people ask questions and exchange their views and experiences. Zhihu has become the largest online question and answer community in China.Sales BreakdownAdvertising and paid memberships account for the biggest portion of the company's revenues. Advertising accounted for 86.1% and 62.4% of total revenues in 2019 and 2020, respectively. We estimate advertising as a percentage of revenues to gradually decline in the next five years as it is offset by the faster growing Paid Memberships and Content Commerce Solutions. We estimate advertising as a percentage of sales to decline to 34.1% in 2021 and 22.3% in 2025.Paid Memberships represented 13.1% of total revenues in 2019, which increased to 23.7% of total revenues in 2020. We have assumed Paid Membership revenues as a percentage of total revenues to increase to 31.5% in 2021 and 37.8% in 2025.Content Commerce Solutions and Other sales also increased sharply in 2020. Content Commerce Solutions revenues jumped from 0.6 million RMB in 2019 to 135.8 million RMB in 2020. In early 2020, the company launched Content-Commerce solutions, which provide merchants and brands a one-stop shop for all of their sales and marketing needs, including marketing plans. We have assumed Content Commerce Solutions as a percentage of total revenue to jump from 10% in 2020 to 17.8% in 2021 and 32.3% in 2025.Gross MarginsThe company's gross margins improved from 46.6% in 2019 to 56.0% in 2020, driven by an overall improving business scalability. We have assumed further improvements in gross margins to 57.4% in 2021 and 62.3% in 2025.Total Operating Expenses and Operating MarginsTotal operating expenses as a percentage of revenues declined significantly from 204.4% in 2019 to 100.6% in 2020. We expect this ratio to improve further to 79% in 2021, 69.2% in 2022, and 57.2% in 2025. The bulk of the improvements in operating expenses is coming from lower SG&A and R&D expenses as a percentage of revenues in the next five years.Company BackgroundAt the end of 2020, Zhihu had more than 43.1 million cumulative content creators that contributed 315 million questions and answers. In 4Q 2020, the company had 75.7 million average monthly active users, up 33% YoY. One of the key strengths of the company is that it is recognized as one of the most trustworthy online content communities and regarded as providing one of the highest quality content in China. Zhihu has tried to capitalize on its large user base to provide numerous multimedia functions including live streaming, e-commerce, online education, and other video content.In August 2019, Zhihu received $434 million in funding from leading investors including Baidu and Kuaishou Technology, valuing the company at $3.5 billion. Given that the company had $97 million in sales in 2019, this would suggest a P/S valuation multiple of 36x. If we take the same P/S multiple apply to the company's 2020 sales of $207 million, this would suggest an implied valuation of $7.5 billion.Zhihu was originally developed as a question and answer online community in 2010. At the end of 2020, there were a total of 315 million Q&As spanning more than 1,000 verticals and 571,000 topics. Zhihu is one of the top five comprehensive online content communities in China, in terms of average mobile MAUs and revenue in 2020. The company uses artificial intelligence, cloud, and big data algorithms to improve the optimization of its content and services.Major Shareholders of ZhihuThe founder & CEO Zhou Yuanowns an 8.2% stake in the company (but 46.6% voting rights). Sinovation Ventures owns a 13.1% stake and Tencent Holdings Ltd. owns a 12.3% stake of Zhihu.Key DemographicsThe diagram below provides some of the key demographics of Zhihu user base. Males accounted for 56.9% of total users. People under 30 years old accounted for 78.7% of its total user base. Tier I and new tier I cities represented 52.6% of total user base. Many of the users of Zhihu are students and white collar professionals.Revenue BreakdownAdvertising and paid memberships account for the biggest portion of the company's revenues. Advertising accounted for 86.1% and 62.4% of total revenues in 2019 and 2020, respectively. The company's advertising revenue is mainly driven by its MAUs and advertising revenue per MAU. The company's MAUs increased by 42.7% YoY to 68.5 million in 2020. The company started its online advertising business in 2016 and introduced paid content in 2018.Paid memberships represented 13.1% of total revenues in 2019, which increased to 23.7% of total revenues in 2020. Average monthly members jumped by 311.5% YoY to 2.36 million in 2020, which is a testament of an increasing number of customers that value the premium content available on Zhihu.In March 2019, the company introduced the Yan Selection membership program, making it the first payment-based questions & answers community. It provides its members with unlimited access to about 3.4 million paid content including online lectures, columns, audio books, and e-journals. This is one of the biggest strengths of the company as it shows how high quality data and content can generate serious amount of revenues and it also provides a more steady monthly revenue inflow.Content Commerce Solutions and Other sales also increased sharply in 2020. Content Commerce Solutions revenues jumped from 0.6 million RMB in 2019 to 135.8 million RMB in 2020. In early 2020, the company launched Content-Commerce solutions, which provide merchants and brands a one-stop shop for all of their sales and marketing needs, including marketing plans, assigning the most relevant content creators to interested users, and facilitating content creation.China's content-commerce solution market is expected to be one of the fastest growing sectors in the next several years. According to CIC Consultancy, China's content-commerce solution market is expected to enjoy a strong CAGR growth of 46.4% from 2019 to 2025 (112.3 billion RMB).Market OpportunitiesChina’s Online Content Communities Market SizeOnline content communities refer to UGC (user generated content)-focused (including PUGC (professional user generated content) focused online content market players where content creators are also users, who are actively engaged within the communities. The content communities generally can stimulate higher level of user engagement, more interactive user experience, and enjoy lower content cost, compared to PGC (professionally generated content) players. PGC is content created by the branded company or organization.China's online content communities market size increased from 38.6 billion RMB in 2015 to 275.8 billion RMB in 2019 and is further expected to rise to 1.3 trillion RMB in 2025, representing a CAGR of 30.3% from 2019 to 2025, which is higher than the overall online content market growth.China's online content community market has more diversified monetization channels including online advertising, paid membership, content e-commerce, content-commerce solutions, virtual gifting in live streaming, online games, and online education services. In comparison, the US online content community's monetization is mainly through advertising.One of the major positives about the company is the growing trend of more Chinese consumers that are willing to pay money for higher quality content. The number of paying users in China’s online content communities is expected to increase at a CAGR of 17.1% between 2019 and 2025, which means an increase of 360.4 million extra paying users of online content communities to 588.2 million in 2025.China's Online Content MarketChina's online content market tripled from 2015 to reach 1.2 trillion RMB in 2019. This market is expected to increase to 3.7 trillion RMB in 2025, representing a CAGR of 21.4% from 2019 to 2025.China’s Online Content Market Size (in terms of revenue), 2015-2025EMarket Size of China’s Online Content Communities (in terms of revenue),2015-2025EChina’s Paid Membership Market Size (in terms of revenue), 2015-2025EContent-commerce solutionsTo provide integrated marketing services, the online content communities provide content-commerce solutions for content creation, content distribution, and content conversion. The company provides integrated content-commerce solutions, providing merchants and brands one-stop services for all their sales and marketing needs, from making marketing plans, facilitating content creation, assigning the most relevant content creators, to distributing to the interested users. China's content commerce solution market is expected to grow from 11.4 billion RMB in 2019 to 112.3 billion RMB in 2025, at a CAGR of 46.4%.China’s Content-Commerce Solution Market Size (in terms of revenue), 2015-2025E","news_type":1},"isVote":1,"tweetType":1,"viewCount":4,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3568773327054096","authorId":"3568773327054096","name":"Unknown934","avatar":"https://static.tigerbbs.com/8b3574572ddefc308a01b8cc301667c4","crmLevel":5,"crmLevelSwitch":0},"content":"Please like my reply","text":"Please like my reply","html":"Please like my reply"}],"imageCount":0,"langContent":"EN","totalScore":0},{"id":350633326,"gmtCreate":1616199259865,"gmtModify":1704792066684,"author":{"id":"3561335246727315","authorId":"3561335246727315","name":"Chriz","avatar":"https://static.tigerbbs.com/8c393b32112334e204b0590fb83bbc7d","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"More challenge to come?","listText":"More challenge to come?","text":"More challenge to come?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":4,"repostSize":0,"link":"https://ttm.financial/post/350633326","repostId":"1126157111","repostType":4,"isVote":1,"tweetType":1,"viewCount":58,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3575147848250182","authorId":"3575147848250182","name":"boonhong21","avatar":"https://static.tigerbbs.com/4576487764c99ea59dfd1cfcdf89da5b","crmLevel":2,"crmLevelSwitch":1},"content":"Done.Reply me too","text":"Done.Reply me too","html":"Done.Reply me too"}],"imageCount":0,"langContent":"EN","totalScore":0},{"id":174347515,"gmtCreate":1627082906137,"gmtModify":1703483810343,"author":{"id":"3561335246727315","authorId":"3561335246727315","name":"Chriz","avatar":"https://static.tigerbbs.com/8c393b32112334e204b0590fb83bbc7d","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"Go go go","listText":"Go go go","text":"Go go go","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/174347515","repostId":"2153980423","repostType":4,"repost":{"id":"2153980423","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":1627081209,"share":"https://www.laohu8.com/m/news/2153980423?lang=&edition=full","pubTime":"2021-07-24 07:00","market":"us","language":"en","title":"Wall Street surges to all-time closing high on earnings, economic revival","url":"https://stock-news.laohu8.com/highlight/detail?id=2153980423","media":"Reuters","summary":"* All 3 major indexes post weekly gains\n* Dow closes above 35,000 for first time ever\n* Social media","content":"<p>* All 3 major indexes post weekly gains</p>\n<p>* Dow closes above 35,000 for first time ever</p>\n<p>* Social media stocks rally after upbeat results</p>\n<p>* Intel sales forecast implies rocky second half</p>\n<p>* Indexes up: Dow 0.68%, S&amp;P 1.01%, Nasdaq 1.04%</p>\n<p>Wall Street gained ground for the fourth straight session on Friday, extending a rally that pushed all three major U.S. stock indexes to record closing highs as upbeat earnings and signs of economic revival fueled investor risk appetite.</p>\n<p>The Dow closed above 35,000 for the first time ever.</p>\n<p>\"We see a continuation of the last couple days. It's roller coaster in reverse. We did the drop first, and we’ve been climbing back to the top ever since,\" said Chris Zaccarelli, chief investment officer at Independent Advisor Alliance in Charlotte, North Carolina.</p>\n<p>Growth and value stocks seesawed for much of the week as market participants weighed spiking infections of the COVID-19 Delta variant against strong corporate results and signs of economic revival.</p>\n<p>\"There’s push and pull, there’s clearly conflict in the market,\" Zaccarelli added. \"There’s a strong difference of opinion as to whether the future’s bright or whether there are clouds on the horizon.\"</p>\n<p>Market participants now look toward next week with the Federal Reserve's two-day monetary policy meeting and a series of high-profile earnings.</p>\n<p>The Fed's statement will be parsed for clues regarding the timeframe for tightening its accommodative policies, although Chairman Jerome Powell has repeatedly said the economy still needs the central bank's full support.</p>\n<p>The Dow Jones Industrial Average rose 238.2 points, or 0.68%, to 35,061.55, the S&amp;P 500 gained 44.31 points, or 1.01%, to 4,411.79 and the Nasdaq Composite added 152.39 points, or 1.04%, to 14,836.99.</p>\n<p>Of the 11 major sectors in the S&amp;P 500, all but energy&nbsp;closed green, with communications services enjoying the largest gain, rising 2.7%.</p>\n<p>Second-quarter reporting season is in full swing, with 120 of the companies in the S&amp;P 500 having reported. Of those, 88% have beaten consensus, according to Refinitiv.</p>\n<p>\"We’re seeing companies, on average, beat on the top and on the bottom line,\" Zaccarelli said. \"We’re seeing the resilience of the consumer and that’s been the story of the earnings season so far.\"</p>\n<p>Analysts now expect aggregate year-on-year S&amp;P 500 earnings growth of 78.1% for the April to June period, a sizeable increase from the 54% annual growth seen at the beginning of the quarter.</p>\n<p>Chipmaker Intel Corp said late Thursday that it still faces supply constraints and provided disappointing guidance. Its stock fell 5.3%.</p>\n<p>Moderna Inc jumped 7.8% after the European Union approved its COVID-19 vaccine for 12- to 17-year-olds.</p>\n<p>American <a href=\"https://laohu8.com/S/EXPR\">Express</a> Co gained 1.3% after posting second-quarter profit that handily beat expectations on the strength of a global recovery in consumer spending.</p>\n<p>Social media firms <a href=\"https://laohu8.com/S/TWTR\">Twitter</a> Inc and <a href=\"https://laohu8.com/S/SNAP\">Snap Inc</a>&nbsp;advanced 3.0% and 23.8%, respectively, on the back of their upbeat results.</p>\n<p>Those results bode well for <a href=\"https://laohu8.com/S/FB\">Facebook</a> Inc, which is due to post second-quarter results next week. Its stock surged 5.3%.</p>\n<p>Other high-profile earnings expected next week include Tesla Inc, Apple Inc, Alphabet Inc, Microsoft Corp and Amazon.com.</p>\n<p>Industrials Lockheed Martin Corp, Boeing Co, Ford Motor Co, General Dynamics Corp, <a href=\"https://laohu8.com/S/MMM\">3M</a> Co Caterpillar Inc, Chevron Corp and Exxon Mobil Corp, along with a host of healthcare, consumer goods and others, are also on deck.</p>\n<p>Advancing issues outnumbered declining ones on the NYSE by a 1.59-to-1 ratio; on Nasdaq, a 1.03-to-1 ratio favored advancers.</p>\n<p>The S&amp;P 500 posted 82 new 52-week highs and no new lows; the Nasdaq Composite recorded 81 new highs and 136 new lows.</p>\n<p>Volume on U.S. exchanges was 9.72 billion shares, compared with the 10.14 billion average over the last 20 trading days.</p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Wall Street surges to all-time closing high on earnings, economic revival</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\">\nWall Street surges to all-time closing high on earnings, economic revival\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\">2021-07-24 07:00</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>* All 3 major indexes post weekly gains</p>\n<p>* Dow closes above 35,000 for first time ever</p>\n<p>* Social media stocks rally after upbeat results</p>\n<p>* Intel sales forecast implies rocky second half</p>\n<p>* Indexes up: Dow 0.68%, S&amp;P 1.01%, Nasdaq 1.04%</p>\n<p>Wall Street gained ground for the fourth straight session on Friday, extending a rally that pushed all three major U.S. stock indexes to record closing highs as upbeat earnings and signs of economic revival fueled investor risk appetite.</p>\n<p>The Dow closed above 35,000 for the first time ever.</p>\n<p>\"We see a continuation of the last couple days. It's roller coaster in reverse. We did the drop first, and we’ve been climbing back to the top ever since,\" said Chris Zaccarelli, chief investment officer at Independent Advisor Alliance in Charlotte, North Carolina.</p>\n<p>Growth and value stocks seesawed for much of the week as market participants weighed spiking infections of the COVID-19 Delta variant against strong corporate results and signs of economic revival.</p>\n<p>\"There’s push and pull, there’s clearly conflict in the market,\" Zaccarelli added. \"There’s a strong difference of opinion as to whether the future’s bright or whether there are clouds on the horizon.\"</p>\n<p>Market participants now look toward next week with the Federal Reserve's two-day monetary policy meeting and a series of high-profile earnings.</p>\n<p>The Fed's statement will be parsed for clues regarding the timeframe for tightening its accommodative policies, although Chairman Jerome Powell has repeatedly said the economy still needs the central bank's full support.</p>\n<p>The Dow Jones Industrial Average rose 238.2 points, or 0.68%, to 35,061.55, the S&amp;P 500 gained 44.31 points, or 1.01%, to 4,411.79 and the Nasdaq Composite added 152.39 points, or 1.04%, to 14,836.99.</p>\n<p>Of the 11 major sectors in the S&amp;P 500, all but energy&nbsp;closed green, with communications services enjoying the largest gain, rising 2.7%.</p>\n<p>Second-quarter reporting season is in full swing, with 120 of the companies in the S&amp;P 500 having reported. Of those, 88% have beaten consensus, according to Refinitiv.</p>\n<p>\"We’re seeing companies, on average, beat on the top and on the bottom line,\" Zaccarelli said. \"We’re seeing the resilience of the consumer and that’s been the story of the earnings season so far.\"</p>\n<p>Analysts now expect aggregate year-on-year S&amp;P 500 earnings growth of 78.1% for the April to June period, a sizeable increase from the 54% annual growth seen at the beginning of the quarter.</p>\n<p>Chipmaker Intel Corp said late Thursday that it still faces supply constraints and provided disappointing guidance. Its stock fell 5.3%.</p>\n<p>Moderna Inc jumped 7.8% after the European Union approved its COVID-19 vaccine for 12- to 17-year-olds.</p>\n<p>American <a href=\"https://laohu8.com/S/EXPR\">Express</a> Co gained 1.3% after posting second-quarter profit that handily beat expectations on the strength of a global recovery in consumer spending.</p>\n<p>Social media firms <a href=\"https://laohu8.com/S/TWTR\">Twitter</a> Inc and <a href=\"https://laohu8.com/S/SNAP\">Snap Inc</a>&nbsp;advanced 3.0% and 23.8%, respectively, on the back of their upbeat results.</p>\n<p>Those results bode well for <a href=\"https://laohu8.com/S/FB\">Facebook</a> Inc, which is due to post second-quarter results next week. Its stock surged 5.3%.</p>\n<p>Other high-profile earnings expected next week include Tesla Inc, Apple Inc, Alphabet Inc, Microsoft Corp and Amazon.com.</p>\n<p>Industrials Lockheed Martin Corp, Boeing Co, Ford Motor Co, General Dynamics Corp, <a href=\"https://laohu8.com/S/MMM\">3M</a> Co Caterpillar Inc, Chevron Corp and Exxon Mobil Corp, along with a host of healthcare, consumer goods and others, are also on deck.</p>\n<p>Advancing issues outnumbered declining ones on the NYSE by a 1.59-to-1 ratio; on Nasdaq, a 1.03-to-1 ratio favored advancers.</p>\n<p>The S&amp;P 500 posted 82 new 52-week highs and no new lows; the Nasdaq Composite recorded 81 new highs and 136 new lows.</p>\n<p>Volume on U.S. exchanges was 9.72 billion shares, compared with the 10.14 billion average over the last 20 trading days.</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".DJI":"道琼斯",".IXIC":"NASDAQ Composite","SNAP":"Snap Inc","TWTR":"Twitter",".SPX":"S&P 500 Index","EXPR":"Express, Inc."},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2153980423","content_text":"* All 3 major indexes post weekly gains\n* Dow closes above 35,000 for first time ever\n* Social media stocks rally after upbeat results\n* Intel sales forecast implies rocky second half\n* Indexes up: Dow 0.68%, S&P 1.01%, Nasdaq 1.04%\nWall Street gained ground for the fourth straight session on Friday, extending a rally that pushed all three major U.S. stock indexes to record closing highs as upbeat earnings and signs of economic revival fueled investor risk appetite.\nThe Dow closed above 35,000 for the first time ever.\n\"We see a continuation of the last couple days. It's roller coaster in reverse. We did the drop first, and we’ve been climbing back to the top ever since,\" said Chris Zaccarelli, chief investment officer at Independent Advisor Alliance in Charlotte, North Carolina.\nGrowth and value stocks seesawed for much of the week as market participants weighed spiking infections of the COVID-19 Delta variant against strong corporate results and signs of economic revival.\n\"There’s push and pull, there’s clearly conflict in the market,\" Zaccarelli added. \"There’s a strong difference of opinion as to whether the future’s bright or whether there are clouds on the horizon.\"\nMarket participants now look toward next week with the Federal Reserve's two-day monetary policy meeting and a series of high-profile earnings.\nThe Fed's statement will be parsed for clues regarding the timeframe for tightening its accommodative policies, although Chairman Jerome Powell has repeatedly said the economy still needs the central bank's full support.\nThe Dow Jones Industrial Average rose 238.2 points, or 0.68%, to 35,061.55, the S&P 500 gained 44.31 points, or 1.01%, to 4,411.79 and the Nasdaq Composite added 152.39 points, or 1.04%, to 14,836.99.\nOf the 11 major sectors in the S&P 500, all but energy closed green, with communications services enjoying the largest gain, rising 2.7%.\nSecond-quarter reporting season is in full swing, with 120 of the companies in the S&P 500 having reported. Of those, 88% have beaten consensus, according to Refinitiv.\n\"We’re seeing companies, on average, beat on the top and on the bottom line,\" Zaccarelli said. \"We’re seeing the resilience of the consumer and that’s been the story of the earnings season so far.\"\nAnalysts now expect aggregate year-on-year S&P 500 earnings growth of 78.1% for the April to June period, a sizeable increase from the 54% annual growth seen at the beginning of the quarter.\nChipmaker Intel Corp said late Thursday that it still faces supply constraints and provided disappointing guidance. Its stock fell 5.3%.\nModerna Inc jumped 7.8% after the European Union approved its COVID-19 vaccine for 12- to 17-year-olds.\nAmerican Express Co gained 1.3% after posting second-quarter profit that handily beat expectations on the strength of a global recovery in consumer spending.\nSocial media firms Twitter Inc and Snap Inc advanced 3.0% and 23.8%, respectively, on the back of their upbeat results.\nThose results bode well for Facebook Inc, which is due to post second-quarter results next week. Its stock surged 5.3%.\nOther high-profile earnings expected next week include Tesla Inc, Apple Inc, Alphabet Inc, Microsoft Corp and Amazon.com.\nIndustrials Lockheed Martin Corp, Boeing Co, Ford Motor Co, General Dynamics Corp, 3M Co Caterpillar Inc, Chevron Corp and Exxon Mobil Corp, along with a host of healthcare, consumer goods and others, are also on deck.\nAdvancing issues outnumbered declining ones on the NYSE by a 1.59-to-1 ratio; on Nasdaq, a 1.03-to-1 ratio favored advancers.\nThe S&P 500 posted 82 new 52-week highs and no new lows; the Nasdaq Composite recorded 81 new highs and 136 new lows.\nVolume on U.S. exchanges was 9.72 billion shares, compared with the 10.14 billion average over the last 20 trading days.","news_type":1},"isVote":1,"tweetType":1,"viewCount":58,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3559581955535845","authorId":"3559581955535845","name":"koolgal","avatar":"https://static.tigerbbs.com/c05274d88ffc0434623e57350c52c70a","crmLevel":6,"crmLevelSwitch":1},"content":"Higher and Higher","text":"Higher and Higher","html":"Higher and Higher"}],"imageCount":0,"langContent":"EN","totalScore":0},{"id":194652306,"gmtCreate":1621379714305,"gmtModify":1704356533521,"author":{"id":"3561335246727315","authorId":"3561335246727315","name":"Chriz","avatar":"https://static.tigerbbs.com/8c393b32112334e204b0590fb83bbc7d","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"Buy buy buy","listText":"Buy buy buy","text":"Buy buy buy","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":4,"repostSize":0,"link":"https://ttm.financial/post/194652306","repostId":"2136738931","repostType":4,"repost":{"id":"2136738931","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":1621318800,"share":"https://www.laohu8.com/m/news/2136738931?lang=&edition=full","pubTime":"2021-05-18 14:20","market":"hk","language":"en","title":"JD Logistics launches Hong Kong IPO to raise up to US$3.4 billion","url":"https://stock-news.laohu8.com/highlight/detail?id=2136738931","media":"Tiger Newspress","summary":"The logistics arm of Chinese e-commerce giant JD.com started marketing its Hong Kong initial public offering  to retail investors on Monday at a price range of HK$39.36 to HK$43.36 per share, which could see the firm raise as much as HK$26.4 billion  if the deal is priced at the top end.JD Logistics' public offering will run from Monday to Friday. Its shares are expected to begin trading on the Hong Kong bourse's main board on May 28.JD Logistics' offering is expected to be the second multibilli","content":"<p>The logistics arm of Chinese e-commerce giant JD.com started marketing its Hong Kong initial public offering (IPO) to retail investors on Monday at a price range of HK$39.36 to HK$43.36 per share, which could see the firm raise as much as HK$26.4 billion (US$3.4 billion) if the deal is priced at the top end.<a href=\"https://www.itiger.com/mi/ipo?feature=Push\" target=\"_blank\"><b>（Click here To apply for the JD Logistics Shares）</b></a><b></b></p><p>JD Logistics' public offering will run from Monday to Friday. Its shares are expected to begin trading on the Hong Kong bourse's main board on May 28.</p><p>JD Logistics plans to sell 609.2 million shares, representing 10 per cent of its enlarged share capital. There is an over-allotment option to sell up to 91.4 million more shares if there is a strong demand.</p><p><img src=\"https://static.tigerbbs.com/cd9320033ea7302952fa2cb6ece8339a\" tg-width=\"958\" tg-height=\"464\"></p><p>Your application must be for a minimum of 100 Hong Kong Offer Shares and in one of the numbers set out in the table. You are required to pay the amount next to the number you select.</p><p><img src=\"https://static.tigerbbs.com/b1f72efeb4b54a02dbfe728ebb1099dd\" tg-width=\"958\" tg-height=\"437\"></p><p>JD Logistics' offering is expected to be the second multibillion-dollar IPO on the Hong Kong bourse this year, after Tencent-backed short video platform Kuaishou Technology raised US$6.2 billion in January. The Kuaishou offering was the biggest IPO globally so far this year.</p><p>Eight cornerstone investors have committed to buy a total of US$1.5 billion worth of JD Logistics shares, which would account for about 39 per cent of its global offering if the deal is priced at the top end.</p><p>The investors include Softbank, Singapore sovereign wealth fund Temasek Holdings, China Structural Reform Fund and asset managers such as Blackstone, Tiger Global Management and others.</p><p>BofA Securities, Goldman Sachs and Haitong International are acting as joint sponsors on the transaction, while UBS is serving as a financial adviser.</p><p>Assuming the deal is priced at the top end, JD Logistics' market capitalisation would be HK$264.1 billion, valuing it higher than ZTO Express.</p><p>Shanghai-based ZTO, which counts Alibaba Group Holding as one of its shareholders, had a market capitalisation of HK$180.7 billion when it listed in Hong Kong through a secondary listing last September. Alibaba owns the South China Morning Post.</p><p>Investors will be keen to learn more about JD Logistics' plan to churn out a profit. The Beijing-based firm said in its prospectus that it expects a bigger net loss for this year, after racking up losses of 2.8 billion yuan (US$435 million) in 2018, 2.2 billion yuan in 2019 and 4 billion yuan in 2020.</p><p>\"As we currently prioritise growth of our business and expansion of our market share over profitability, there can be significant fluctuations in our profitability profile in the near-to-medium term,\" the company said in its draft prospectus.</p><p>JD Logistics is seeking to differentiate itself from other players, such as ZTO and Yunda Holding, by touting itself as a technology-driven logistic services provider using autonomous mobile robots, sorting robots and self-driving vehicles to enhance delivery speed and accuracy.</p><p>Pitching the stock sale with a tech angle could help JD Logistics paint a more positive outlook. This is because competition is particularly keen in the express delivery sector, with reports of some newer players offering services at below cost to grab business.</p><p>Over the past three years, the average revenue per parcel for express delivery companies declined by 50 per cent to 60 per cent owing to intensive market competition, according to Charlie Chen, an analyst at China Renaissance.</p><p>SF Express, China's top delivery service provider, shocked the market this month after it forecast a first-quarter loss of 1.1 billion yuan, triggering a sell-off of its stock. As of Friday's close, its share price in Shanghai was almost halved from its mid-February peak.</p><p>Five players - ZTO, YTO Express, STO Express, SF Express and Yunda Holding - account for nearly 80 per cent of China's express delivery service market.</p><p>China is the biggest logistics market in the world in terms of spending, with total logistics spending reaching 14.9 trillion yuan in 2020. That is expected to increase to 19.3 trillion yuan by 2025, according to data from research firm China Insights Consultancy cited in JD Logistics' prospectus.</p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>JD Logistics launches Hong Kong IPO to raise up to US$3.4 billion</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\">\nJD Logistics launches Hong Kong IPO to raise up to US$3.4 billion\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time\">2021-05-18 14:20</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>The logistics arm of Chinese e-commerce giant JD.com started marketing its Hong Kong initial public offering (IPO) to retail investors on Monday at a price range of HK$39.36 to HK$43.36 per share, which could see the firm raise as much as HK$26.4 billion (US$3.4 billion) if the deal is priced at the top end.<a href=\"https://www.itiger.com/mi/ipo?feature=Push\" target=\"_blank\"><b>（Click here To apply for the JD Logistics Shares）</b></a><b></b></p><p>JD Logistics' public offering will run from Monday to Friday. Its shares are expected to begin trading on the Hong Kong bourse's main board on May 28.</p><p>JD Logistics plans to sell 609.2 million shares, representing 10 per cent of its enlarged share capital. There is an over-allotment option to sell up to 91.4 million more shares if there is a strong demand.</p><p><img src=\"https://static.tigerbbs.com/cd9320033ea7302952fa2cb6ece8339a\" tg-width=\"958\" tg-height=\"464\"></p><p>Your application must be for a minimum of 100 Hong Kong Offer Shares and in one of the numbers set out in the table. You are required to pay the amount next to the number you select.</p><p><img src=\"https://static.tigerbbs.com/b1f72efeb4b54a02dbfe728ebb1099dd\" tg-width=\"958\" tg-height=\"437\"></p><p>JD Logistics' offering is expected to be the second multibillion-dollar IPO on the Hong Kong bourse this year, after Tencent-backed short video platform Kuaishou Technology raised US$6.2 billion in January. The Kuaishou offering was the biggest IPO globally so far this year.</p><p>Eight cornerstone investors have committed to buy a total of US$1.5 billion worth of JD Logistics shares, which would account for about 39 per cent of its global offering if the deal is priced at the top end.</p><p>The investors include Softbank, Singapore sovereign wealth fund Temasek Holdings, China Structural Reform Fund and asset managers such as Blackstone, Tiger Global Management and others.</p><p>BofA Securities, Goldman Sachs and Haitong International are acting as joint sponsors on the transaction, while UBS is serving as a financial adviser.</p><p>Assuming the deal is priced at the top end, JD Logistics' market capitalisation would be HK$264.1 billion, valuing it higher than ZTO Express.</p><p>Shanghai-based ZTO, which counts Alibaba Group Holding as one of its shareholders, had a market capitalisation of HK$180.7 billion when it listed in Hong Kong through a secondary listing last September. Alibaba owns the South China Morning Post.</p><p>Investors will be keen to learn more about JD Logistics' plan to churn out a profit. The Beijing-based firm said in its prospectus that it expects a bigger net loss for this year, after racking up losses of 2.8 billion yuan (US$435 million) in 2018, 2.2 billion yuan in 2019 and 4 billion yuan in 2020.</p><p>\"As we currently prioritise growth of our business and expansion of our market share over profitability, there can be significant fluctuations in our profitability profile in the near-to-medium term,\" the company said in its draft prospectus.</p><p>JD Logistics is seeking to differentiate itself from other players, such as ZTO and Yunda Holding, by touting itself as a technology-driven logistic services provider using autonomous mobile robots, sorting robots and self-driving vehicles to enhance delivery speed and accuracy.</p><p>Pitching the stock sale with a tech angle could help JD Logistics paint a more positive outlook. This is because competition is particularly keen in the express delivery sector, with reports of some newer players offering services at below cost to grab business.</p><p>Over the past three years, the average revenue per parcel for express delivery companies declined by 50 per cent to 60 per cent owing to intensive market competition, according to Charlie Chen, an analyst at China Renaissance.</p><p>SF Express, China's top delivery service provider, shocked the market this month after it forecast a first-quarter loss of 1.1 billion yuan, triggering a sell-off of its stock. As of Friday's close, its share price in Shanghai was almost halved from its mid-February peak.</p><p>Five players - ZTO, YTO Express, STO Express, SF Express and Yunda Holding - account for nearly 80 per cent of China's express delivery service market.</p><p>China is the biggest logistics market in the world in terms of spending, with total logistics spending reaching 14.9 trillion yuan in 2020. That is expected to increase to 19.3 trillion yuan by 2025, according to data from research firm China Insights Consultancy cited in JD Logistics' prospectus.</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"02618":"京东物流"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2136738931","content_text":"The logistics arm of Chinese e-commerce giant JD.com started marketing its Hong Kong initial public offering (IPO) to retail investors on Monday at a price range of HK$39.36 to HK$43.36 per share, which could see the firm raise as much as HK$26.4 billion (US$3.4 billion) if the deal is priced at the top end.（Click here To apply for the JD Logistics Shares）JD Logistics' public offering will run from Monday to Friday. Its shares are expected to begin trading on the Hong Kong bourse's main board on May 28.JD Logistics plans to sell 609.2 million shares, representing 10 per cent of its enlarged share capital. There is an over-allotment option to sell up to 91.4 million more shares if there is a strong demand.Your application must be for a minimum of 100 Hong Kong Offer Shares and in one of the numbers set out in the table. You are required to pay the amount next to the number you select.JD Logistics' offering is expected to be the second multibillion-dollar IPO on the Hong Kong bourse this year, after Tencent-backed short video platform Kuaishou Technology raised US$6.2 billion in January. The Kuaishou offering was the biggest IPO globally so far this year.Eight cornerstone investors have committed to buy a total of US$1.5 billion worth of JD Logistics shares, which would account for about 39 per cent of its global offering if the deal is priced at the top end.The investors include Softbank, Singapore sovereign wealth fund Temasek Holdings, China Structural Reform Fund and asset managers such as Blackstone, Tiger Global Management and others.BofA Securities, Goldman Sachs and Haitong International are acting as joint sponsors on the transaction, while UBS is serving as a financial adviser.Assuming the deal is priced at the top end, JD Logistics' market capitalisation would be HK$264.1 billion, valuing it higher than ZTO Express.Shanghai-based ZTO, which counts Alibaba Group Holding as one of its shareholders, had a market capitalisation of HK$180.7 billion when it listed in Hong Kong through a secondary listing last September. Alibaba owns the South China Morning Post.Investors will be keen to learn more about JD Logistics' plan to churn out a profit. The Beijing-based firm said in its prospectus that it expects a bigger net loss for this year, after racking up losses of 2.8 billion yuan (US$435 million) in 2018, 2.2 billion yuan in 2019 and 4 billion yuan in 2020.\"As we currently prioritise growth of our business and expansion of our market share over profitability, there can be significant fluctuations in our profitability profile in the near-to-medium term,\" the company said in its draft prospectus.JD Logistics is seeking to differentiate itself from other players, such as ZTO and Yunda Holding, by touting itself as a technology-driven logistic services provider using autonomous mobile robots, sorting robots and self-driving vehicles to enhance delivery speed and accuracy.Pitching the stock sale with a tech angle could help JD Logistics paint a more positive outlook. This is because competition is particularly keen in the express delivery sector, with reports of some newer players offering services at below cost to grab business.Over the past three years, the average revenue per parcel for express delivery companies declined by 50 per cent to 60 per cent owing to intensive market competition, according to Charlie Chen, an analyst at China Renaissance.SF Express, China's top delivery service provider, shocked the market this month after it forecast a first-quarter loss of 1.1 billion yuan, triggering a sell-off of its stock. As of Friday's close, its share price in Shanghai was almost halved from its mid-February peak.Five players - ZTO, YTO Express, STO Express, SF Express and Yunda Holding - account for nearly 80 per cent of China's express delivery service market.China is the biggest logistics market in the world in terms of spending, with total logistics spending reaching 14.9 trillion yuan in 2020. That is expected to increase to 19.3 trillion yuan by 2025, according to data from research firm China Insights Consultancy cited in JD Logistics' prospectus.","news_type":1},"isVote":1,"tweetType":1,"viewCount":15,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}