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2023-07-27

$Tilray Inc.(TLRY)$ any chance ?

2022-12-09

NI've

3 China Stocks That Could Rebound in 2023, According to Analysts

2022-11-23

Pls come up

UP Fintech Posts US$55.41 Million for 2022 Q3 Revenue

2022-11-21

$Alibaba(09988)$ still far away

2022-11-21

$Yatsen Holding Limited(YSG)$ how ?

2022-10-11

$Tellurian Inc.(TELL)$sell or hold ?

2022-10-01

$Tellurian Inc.(TELL)$so?

2022-10-01

Ok

Tesla: A New Problem Is Emerging

2022-09-28

Sell?

2022-09-28

K

Retail Sales Continue to Rise, up 0.6 Per Cent in August: Australia

2022-09-28

Ok

Sorry, the original content has been removed

2022-09-26

Ok

Nike, Micron, Porsche, Intuit, and Other Stocks for Investors to Watch This Week

2022-09-24

Ok

Why I'm Not Worried About the Stock Market

2022-09-23

Ok

Alibaba Slips As It Says It Will Invest $1B Over Next Three Years to Boost Cloud Customers

2022-09-22

How

US STOCKS-Wall Street Slumps As Investors Absorb Hawkish Fed Rate Message

2022-09-22

Ok

Sea Limited Stock: Bear vs. Bull

2022-09-22

Ok

What Can You Expect on Tesla AI Day?

2022-09-22

$Upstart Holdings, Inc.(UPST)$any chance ?

2022-09-18

$Meta Platforms, Inc.(META)$any chance?

2022-09-18

Ok

Can the Fed Tame Inflation Without Further Crushing the Stock Market? What Investors Need to Know

Go to Tiger App to see more news

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As 2023 kicks in, top internet titans like Alibaba, JD.com, and Pinduoduo may ...</p>\n\n<a href=\"https://www.tipranks.com/news/article/3-china-stocks-that-could-rebound-in-2023-according-to-analysts\">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>3 China Stocks That Could Rebound in 2023, According to Analysts</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n3 China Stocks That Could Rebound in 2023, According to Analysts\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-12-08 23:39 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.tipranks.com/news/article/3-china-stocks-that-could-rebound-in-2023-according-to-analysts><strong>TipRanks</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Story HighlightsChinese tech stocks have been heating up of late, even with a potential global recession on the horizon. As 2023 kicks in, top internet titans like Alibaba, JD.com, and Pinduoduo may ...</p>\n\n<a href=\"https://www.tipranks.com/news/article/3-china-stocks-that-could-rebound-in-2023-according-to-analysts\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"JD":"京东","BABA":"阿里巴巴","09618":"京东集团-SW","09988":"阿里巴巴-W","PDD":"拼多多"},"source_url":"https://www.tipranks.com/news/article/3-china-stocks-that-could-rebound-in-2023-according-to-analysts","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1116584413","content_text":"Story HighlightsChinese tech stocks have been heating up of late, even with a potential global recession on the horizon. As 2023 kicks in, top internet titans like Alibaba, JD.com, and Pinduoduo may have the most room to run as they look to claw back from the depths of the abyss.Chinese stocks have been in a world of pain well before the S&P 500 (SPX) plunged into a bear market in 2022. Indeed, many investors and talking heads have slapped the unenviable title of “uninvestable” on Chinese stocks, given how difficult it is to gauge their inherent risks. Indeed, delisting concerns and other issues based on exogenous events make it hard to value even the “cheapest” Chinese internet ADRs (American Depository Receipts). Despite the added risks of investing in Chinese stocks, many Wall Street analysts continue to view names like Alibaba (NASDAQ: BABA), JD.com (NASDAQ: JD), and Pinduoduo (NASDAQ: PDD) favorably.There’s no doubt that U.S. investors have been burned by Chinese names in recent years. With swollen regulatory risk discounts and considerable growth to be had over the long run, China’s top internet plays may still be worth considering while they’re miles away from their peaks.Let’s check in on three Strong-Buy-rated Chinese tech titans that Wall Street expects great things from in 2023.Alibaba (BABA)Alibaba is probably the first firm that comes to mind to American investors looking for Chinese tech exposure. It’s been a slow, painful descent for one of China’s most FAANG-like stocks. After plunging by around 80% from peak to trough, BABA stock has shown signs of life in recent weeks, rallying by around 52% off the October trough.Whether the recent rally lasts remains to be seen. Regardless, it’s hard for value-conscious investors to overlook the absurdly-low 1.9 times price-to-sales (P/S) multiple.At these depths, even the slightest positive news could have a significant impact on the stock. With Chinese stocks bouncing due to easing COVID-19 restrictions, Alibaba and the broader basket may, once again, be unignorable as consumer spending looks to heal. Arguably, Alibaba has the most to gain as China reopens its economy and the worst recession fears come to pass.What is the Price Target for BABA Stock?Wall Street is sticking with its “Strong Buy” rating on Alibaba stock, with 15 unanimous Buy recommendations. The average BABA stock price target of $133.73 implies a solid 51.4% gain from here.JD.com (JD)JD.com is an e-commerce player that rallied sharply in recent weeks after enduring a nearly two-year-long 64% plunge. Driven by easing COVID-19 restrictions and a huge third-quarter beat that saw per-share earnings crush estimates ($0.90 EPS vs. $0.70 consensus), JD stock now seems to have the most technical strength behind it.At just 0.6 times sales, JD stock has some low expectations in mind ahead of what’s likely to be a global recession. As China looks to loosen its strict zero-COVID policy, JD could be one of the bigger beneficiaries.In a rising-rate world, U.S. investors can appreciate JD’s latest profitability surge. The company is well-positioned to continue driving margins higher as it looks to take a page out of the playbook of an early Amazon (NASDAQ:AMZN).What is the Price Target for JD Stock?Wall Street loves JD stock, with a “Strong Buy” consensus rating. The average JD stock price target of $77.69 implies 32.92% gains from current levels.Pinduoduo (PDD)Pinduoduo is a Chinese e-commerce play that’s suffered the biggest hit to the chin amid China’s horrific tech sell-off. From peak to trough, shares shed more than 83% of their value. Since bottoming earlier this year, though, PDD stock has been really heating up, rewarding dip-buyers who gave the digital retail play the benefit of the doubt. Shares are now up around 265% from their 2022 lows.Indeed, Pinduoduo is the spiciest Chinese internet stock, but one that could deliver the biggest gains in a turnaround scenario. The recent third-quarter beat was a blowout ($1.23 EPS vs. $0.69 consensus). As the company continues to impress despite the dire macro conditions, growth-savvy investors willing to stomach the risks may be enticed to get back into the name.At 6.4 times sales and 30 times trailing earnings, PDD stock is one of the pricier Chinese e-commerce firms. After six straight sizeable bottom-line beats, though, I view the name as compelling.What is the Price Target for PDD Stock?Wall Street continues to pound the table on Pinduoduo. The average PDD stock price target of $99.51 implies 15.95% gains from here.Conclusion: Wall Street is Most Bullish on BABAIndeed, recent momentum in Chinese stocks may reignite enthusiasm. A sustained rally into 2023 may even cause pundits to shed their “uninvestable” status. Of the three names in this piece, Wall Street expects the biggest gains from Alibaba stock.","news_type":1},"isVote":1,"tweetType":1,"viewCount":399,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9968875472,"gmtCreate":1669193572197,"gmtModify":1676538165340,"author":{"id":"3562062896102327","authorId":"3562062896102327","name":"johnpang","avatar":"https://static.tigerbbs.com/67d6cf5d85cb48ff1ee32e23d1266f98","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3562062896102327","authorIdStr":"3562062896102327"},"themes":[],"htmlText":"Pls come up&nbsp;","listText":"Pls come up&nbsp;","text":"Pls come up","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9968875472","repostId":"1146860364","repostType":4,"repost":{"id":"1146860364","kind":"news","weMediaInfo":{"introduction":"Providing stock market headlines, business news, financials and earnings ","home_visible":1,"media_name":"Tiger Newspress","id":"1079075236","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1669190411,"share":"https://ttm.financial/m/news/1146860364?lang=&edition=fundamental","pubTime":"2022-11-23 16:00","market":"us","language":"en","title":"UP Fintech Posts US$55.41 Million for 2022 Q3 Revenue","url":"https://stock-news.laohu8.com/highlight/detail?id=1146860364","media":"Tiger Newspress","summary":"About one-fifth of new customers with deposits are from Australia and New Zealand, indicating growin","content":"<html><head></head><body><ul><li>About one-fifth of new customers with deposits are from Australia and New Zealand, indicating growing local recognition</li></ul><ul><li>Average net deposit of newly acquired clients surpasses US$11,000 in Singapore, a sign of deepening trust</li></ul><p><a href=\"https://ttm.financial/RN?name=RNLive&amp;rndata=%7B%22liveId%22:%2216690156664297%22,%22type%22:0%7D\" target=\"_blank\">Live: Tiger Brokers Q3 2022 Earnings Conference Call</a></p><p><b>Singapore and New York, November 23, 2022 — UP Fintech Holding Limited</b> (&#34;UP Fintech&#34; or the &#34;Company&#34;, Nasdaq: TIGR, and all its subsidiaries and consolidated entities), an online brokerage with a focus on redefining global investing with technologies for the next generation, announced its unaudited financial results for the three months ended September 30, 2022.</p><p>During the period, the company&#39;s revenue reached US$55.41 million, with the net income attributable to UP Fintech turning positive to US$3.34 million, and non-GAAP net income reaching US$6.63 million, up 91.3% quarter-over-quarter.</p><p>During the third quarter, the number of new customer accounts increased by 35,400, totaling 1.97 million globally, up 11.5% from the same quarter last year. The number of new customers with deposits rose by 22,700 to 754,100, up 23.2% from the same period last year.</p><p>The total trading volume from customers stood at US$78.2 billion on the company&#39;s platform, of which US$23.5 billion was on share trading, and 7.7 million options and futures contracts were made. Net asset inflow from customers exceeded US$700 million during the third quarter, and the company retained 98% of its customers with assets during the period.</p><p>Wu Tianhua, CEO and founder of UP Fintech, said, &#34;In the third quarter, the company witnessed steady sequential growth in key indicators. Our interest-related income was up by almost 70% quarter-over-quarter amid the Federal Reserve&#39;s interest rates hikes. While thanks to further improved operational efficiency, our non-GAAP net income nearly doubled, all the more showing our resilience to global macroeconomic uncertainties. Among our global markets, in Australia and New Zealand, the public recognition of our services rose significantly, with the number of new funded clients accounting for 19% of the total worldwide.&#34;</p><p>&#34;In this quarter, we brought to global investors a fractional share feature in our flagship app Tiger Trade, offering clients with limited deposits access to premium stocks at high prices, and expanding our potential user base. Nearly all US cash equity tradings were self-cleared by our proprietary infrastructure, boosting the overall clearing efficiency and lowering the costs,&#34; Wu Tianhua added.</p><p>Wu Tianhua also revealed, &#34;Looking ahead, in the fourth quarter, we will land our services in Hong Kong, where we are committed to providing investors in this global financial center with the best possible products and services. In addition, we are dedicated to allocating our global resources effectively to serve our worldwide client base well.&#34;</p><p><b>In Singapore, average net deposit of newly acquired clients up for the second consecutive quarter</b></p><p>UP Fintech&#39;s market position in Singapore continued to consolidate with consensual trust from high-worth customers. The average net deposit of newly acquired clients has grown for the second consecutive quarter, passing the US$11,000 threshold in the third quarter, while overtaking the US$9,000 one in the previous quarter.</p><p>In terms of the products we offer, the company upgraded all Singapore-registered accounts by merging share and fund trading operations, enabling the deposit in customers&#39; margin accounts for US stocks to be directed for fund trading to alleviate their liquidity restraint.</p><p>During the period, the company&#39;s cash management services in Singapore were strategically elevated to become Tiger Vault, where customers&#39; in-account deposits can be directly for shares, options, and fund trading, as well as for IPO subscriptions, a move that facilitates the asset management flow. The brand-new Tiger Vault has received positive feedback in Singapore, where the asset under management (AUM) in total was up 120.1% quarter-over-quarter, and the number of users increased by 61.3% quarter-over-quarter. These numbers underscore the diversification we strive to offer to clients against heightened volatility.</p><p>During the third quarter, by spearheading product and technological innovations, UP Fintech bagged the &#34;Fintech - Brokerage&#34; award at the SBR Technology Excellence Awards 2022 from the Singapore Business Review. In the city state&#39;s &#34;Best Customer Service 2022/23&#34; survey conducted jointly by The Straits Times and research firm Statista, the company&#39;s excellent customer service was recognized in the trading and brokerage services sub-category, under Real Estate and Banking. As of now, in Singapore, the company keeps 21.5 hours of customer care services on a daily basis, through a combination of channels including hotline, e-mail, social media platforms, and in-app chat. The company also received &#34;Investor&#39;s Choice Awards 2022: Best Retail Broker&#34; from the Securities Investors Association (Singapore).</p><p>In Southeast Asia, the company announced its Official Sponsor status for the ongoing AFF Mitsubishi Electric Cup 2022, the region&#39;s biennial football tournament contested by 10 national &#34;A&#34; teams, a move that seeks to highlight the company&#39;s continued commitment to becoming a global local company and letting everyone in the world enjoy efficient and smart investing.</p><p><b>Nearly 20% of global new customers with deposits from Australia and New Zealand</b></p><p>In Australia and New Zealand, the company continued to gain momentum. In the reporting period, client acquisition sped up, with nearly 20% of all global new funded customers from the two markets. In-app feature-wise, PayID was accepted to deposit Tiger accounts in Australia in an offering to shorten the processing time. The new feature allows customers to enjoy real-time deposits all year round.</p><p>During the two quarters since the company&#39;s entry into Australia, its flagship Tiger Trade app has been trusted by more local customers. In the third quarter, the company captured the winner position in three categories including &#34;Best for Australian investors&#34;, &#34;People&#39;s choice&#34;, and &#34;Best for ETFs&#34;, from the well-known investing media outlet WeMoney.</p><p><b>Global expansion never ceases</b></p><p>The company is also ready to announce its expansion into Hong Kong starting in December, bringing the best possible smart global investing experience to investors in this global financial center. UP Fintech&#39;s subsidiary in Hong Kong holds Type I, II, IV and V licenses from the Securities and Futures Commission, qualifying the company to deal in and advise on securities and futures contracts. In total, the company holds 11 licenses and qualifications in Hong Kong.</p><p><b>US fractional share trading function lowers investing threshold</b></p><p><b>Self-developed infrastructure bears fruit</b></p><p>In the third quarter, the company&#39;s gross commission income stood at US$24.5 million, along with the interest-related income up 68.8% quarter-over-quarter to US$26.9 million.</p><p>As the company&#39;s global expansion goes deep, we remain zoomed in on investing in research and development. During the period, nearly all US cash equity tradings were self-cleared.</p><p>During the reporting period, UP Fintech launched US fractional share trading, a new feature that now supports all S&amp;P 500 stocks, removes the 1 share minimum trading unit, and lowers the trading starting point to as little as US$5. While beginner-friendly, fractional share trading&#39;s low threshold also offers an engaging global investing experience to more investors by diversifying their portfolios in a more flexible way.</p><p>In the meantime, mobile app features such as options combination analysis tools, most sought-after industries, and lists of ETFs for major markets were put on live. Among new PC/desktop features, time-weighted average price (TWAP) and volume-weighted average price (VWAP) orders were presented. With attached order and conditional order functions available, investors are able to analyze and grasp the investing trends in a timely manner.</p><p>During the period, the demand for wealth management services continued to grow steadily. The number of customers increased by 37.7% quarter-over-quarter, and the asset under management (AUM) was up by 50.8% quarter-over-quarter. The number of Fund Mall users increased by 35% quarter-over-quarter, and AUM was up by 72.7% quarter-over-quarter. Cash management products saw the number of users up by 40.2% quarter-over-quarter, and AUM up by 35.8% quarter-over-quarter.</p><p>On the investor education side, UP Fintech relentlessly promoted financial knowledge in a move to help investors adjust themselves to the volatile investing environment. During the period, the company broadcast 112 live sessions, covering a wide range of content from diving into companies&#39; earnings results, to deep analysis of various industries and companies. Over 40% of the content was specially tailored for global investors in different markets.</p><p>As of September 30, in Singapore, UP Fintech held a series of joint live broadcasts online with the Singapore Exchange, and was participated by analysts from institutions such as Standard Chartered Bank and Société Générale for their market insights. These live sessions, which have become the platform&#39;s signature content, were widely accoladed by investors. In Australia, industry analysis covering the most sought-after industries including mining, pharmaceuticals, and technology was well received, helping more local investors make better informed financial decisions, and boosting the content penetration rate to 50%.</p><p><b>Investment banking services take the lead in US IPO underwriting</b></p><p><b>ESOP business spins off with strategic investors involved</b></p><p>During the reporting period, other revenues, including investment banking and employee stock ownership plan (ESOP), reached US$4 million. The company participated in 12 Hong Kong and US IPOs, served as an underwriter in 11 of these listings, and was the lead bank in 2 US IPOs.</p><p>In the first three quarters of this year, third-party data shows that UP Fintech ranked third among all global brokerages, with 18 US IPO underwriting, and fourth by the offering size. In terms of special purpose acquisition company (SPAC) underwriting, the company ranked second globally by the offering scale of projects underwritten.</p><p>The company also honed its research capabilities by issuing 19 research reports on various sectors including e-commerce, internet, entertainment, auto-making, and cryptocurrency, indicating its in-depth analysis expertise.</p><p>UP Fintech signed 29 ESOP clients during the period, with the number of total clients added up to 393, a year-over-year increase of 50%. The primary market also resonated with the ESOP business&#39;s stellar prospects. During the quarter, strategic investors were involved in completing ESOP&#39;s angel round financing. The business is scheduled to spin off under the new brand &#34;UponeShare&#34; in the fourth quarter, with a vision of promoting digital transformation in equity management.</p><p>In this quarter, dozens of companies including Tim Hortons, Leapmotor, AIM Vaccine, and Jenscare became part of the Tiger Community, and opened enterprise accounts.</p><p>On the corporate social responsibility front, the company collaborated with WWF-Singapore on International Tiger Day to raise awareness about wildlife conservation.</p><p><b>About UP Fintech</b></p><p>UP Fintech Holding Limited (Nasdaq: TIGR), also known as Tiger Brokers, is a leading online brokerage with a focus on redefining global investing with technology for the next generation.</p><p>Founded in 2014, we relentlessly offer a superior user experience in pursuit of becoming a world-leading online brokerage, to let everyone enjoy efficient and smart investing. Currently, we offer a multitude of quality financial products and services across brokerage, employee stock ownership plan (ESOP) management, investment banking, wealth management, investor community, and investor education.</p><p>We strive to elevate financial technology R&amp;D to a new level. While we inherit the best traditions from the financial sector and blend them with the best minds of tech experts, we develop our own technology infrastructure—an aggregation that enables multi-currency trading of various products across markets, guaranteeing our reliable, secure, and scalable services are accessible to all with low latency.</p><p>In March 2019, UP Fintech was listed on Nasdaq under the ticker TIGR. As of now, we serve over 9 million users and about 2 million account holders worldwide on our flagship platform &#34;Tiger Trade&#34;, own 63 licenses and qualifications in different markets, and have over 1,000 employees on the team in Singapore, New Zealand, the US, Hong Kong Australia, and China.</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>UP Fintech Posts US$55.41 Million for 2022 Q3 Revenue</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\">\nUP Fintech Posts US$55.41 Million for 2022 Q3 Revenue\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time\">2022-11-23 16:00</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><ul><li>About one-fifth of new customers with deposits are from Australia and New Zealand, indicating growing local recognition</li></ul><ul><li>Average net deposit of newly acquired clients surpasses US$11,000 in Singapore, a sign of deepening trust</li></ul><p><a href=\"https://ttm.financial/RN?name=RNLive&amp;rndata=%7B%22liveId%22:%2216690156664297%22,%22type%22:0%7D\" target=\"_blank\">Live: Tiger Brokers Q3 2022 Earnings Conference Call</a></p><p><b>Singapore and New York, November 23, 2022 — UP Fintech Holding Limited</b> (&#34;UP Fintech&#34; or the &#34;Company&#34;, Nasdaq: TIGR, and all its subsidiaries and consolidated entities), an online brokerage with a focus on redefining global investing with technologies for the next generation, announced its unaudited financial results for the three months ended September 30, 2022.</p><p>During the period, the company&#39;s revenue reached US$55.41 million, with the net income attributable to UP Fintech turning positive to US$3.34 million, and non-GAAP net income reaching US$6.63 million, up 91.3% quarter-over-quarter.</p><p>During the third quarter, the number of new customer accounts increased by 35,400, totaling 1.97 million globally, up 11.5% from the same quarter last year. The number of new customers with deposits rose by 22,700 to 754,100, up 23.2% from the same period last year.</p><p>The total trading volume from customers stood at US$78.2 billion on the company&#39;s platform, of which US$23.5 billion was on share trading, and 7.7 million options and futures contracts were made. Net asset inflow from customers exceeded US$700 million during the third quarter, and the company retained 98% of its customers with assets during the period.</p><p>Wu Tianhua, CEO and founder of UP Fintech, said, &#34;In the third quarter, the company witnessed steady sequential growth in key indicators. Our interest-related income was up by almost 70% quarter-over-quarter amid the Federal Reserve&#39;s interest rates hikes. While thanks to further improved operational efficiency, our non-GAAP net income nearly doubled, all the more showing our resilience to global macroeconomic uncertainties. Among our global markets, in Australia and New Zealand, the public recognition of our services rose significantly, with the number of new funded clients accounting for 19% of the total worldwide.&#34;</p><p>&#34;In this quarter, we brought to global investors a fractional share feature in our flagship app Tiger Trade, offering clients with limited deposits access to premium stocks at high prices, and expanding our potential user base. Nearly all US cash equity tradings were self-cleared by our proprietary infrastructure, boosting the overall clearing efficiency and lowering the costs,&#34; Wu Tianhua added.</p><p>Wu Tianhua also revealed, &#34;Looking ahead, in the fourth quarter, we will land our services in Hong Kong, where we are committed to providing investors in this global financial center with the best possible products and services. In addition, we are dedicated to allocating our global resources effectively to serve our worldwide client base well.&#34;</p><p><b>In Singapore, average net deposit of newly acquired clients up for the second consecutive quarter</b></p><p>UP Fintech&#39;s market position in Singapore continued to consolidate with consensual trust from high-worth customers. The average net deposit of newly acquired clients has grown for the second consecutive quarter, passing the US$11,000 threshold in the third quarter, while overtaking the US$9,000 one in the previous quarter.</p><p>In terms of the products we offer, the company upgraded all Singapore-registered accounts by merging share and fund trading operations, enabling the deposit in customers&#39; margin accounts for US stocks to be directed for fund trading to alleviate their liquidity restraint.</p><p>During the period, the company&#39;s cash management services in Singapore were strategically elevated to become Tiger Vault, where customers&#39; in-account deposits can be directly for shares, options, and fund trading, as well as for IPO subscriptions, a move that facilitates the asset management flow. The brand-new Tiger Vault has received positive feedback in Singapore, where the asset under management (AUM) in total was up 120.1% quarter-over-quarter, and the number of users increased by 61.3% quarter-over-quarter. These numbers underscore the diversification we strive to offer to clients against heightened volatility.</p><p>During the third quarter, by spearheading product and technological innovations, UP Fintech bagged the &#34;Fintech - Brokerage&#34; award at the SBR Technology Excellence Awards 2022 from the Singapore Business Review. In the city state&#39;s &#34;Best Customer Service 2022/23&#34; survey conducted jointly by The Straits Times and research firm Statista, the company&#39;s excellent customer service was recognized in the trading and brokerage services sub-category, under Real Estate and Banking. As of now, in Singapore, the company keeps 21.5 hours of customer care services on a daily basis, through a combination of channels including hotline, e-mail, social media platforms, and in-app chat. The company also received &#34;Investor&#39;s Choice Awards 2022: Best Retail Broker&#34; from the Securities Investors Association (Singapore).</p><p>In Southeast Asia, the company announced its Official Sponsor status for the ongoing AFF Mitsubishi Electric Cup 2022, the region&#39;s biennial football tournament contested by 10 national &#34;A&#34; teams, a move that seeks to highlight the company&#39;s continued commitment to becoming a global local company and letting everyone in the world enjoy efficient and smart investing.</p><p><b>Nearly 20% of global new customers with deposits from Australia and New Zealand</b></p><p>In Australia and New Zealand, the company continued to gain momentum. In the reporting period, client acquisition sped up, with nearly 20% of all global new funded customers from the two markets. In-app feature-wise, PayID was accepted to deposit Tiger accounts in Australia in an offering to shorten the processing time. The new feature allows customers to enjoy real-time deposits all year round.</p><p>During the two quarters since the company&#39;s entry into Australia, its flagship Tiger Trade app has been trusted by more local customers. In the third quarter, the company captured the winner position in three categories including &#34;Best for Australian investors&#34;, &#34;People&#39;s choice&#34;, and &#34;Best for ETFs&#34;, from the well-known investing media outlet WeMoney.</p><p><b>Global expansion never ceases</b></p><p>The company is also ready to announce its expansion into Hong Kong starting in December, bringing the best possible smart global investing experience to investors in this global financial center. UP Fintech&#39;s subsidiary in Hong Kong holds Type I, II, IV and V licenses from the Securities and Futures Commission, qualifying the company to deal in and advise on securities and futures contracts. In total, the company holds 11 licenses and qualifications in Hong Kong.</p><p><b>US fractional share trading function lowers investing threshold</b></p><p><b>Self-developed infrastructure bears fruit</b></p><p>In the third quarter, the company&#39;s gross commission income stood at US$24.5 million, along with the interest-related income up 68.8% quarter-over-quarter to US$26.9 million.</p><p>As the company&#39;s global expansion goes deep, we remain zoomed in on investing in research and development. During the period, nearly all US cash equity tradings were self-cleared.</p><p>During the reporting period, UP Fintech launched US fractional share trading, a new feature that now supports all S&amp;P 500 stocks, removes the 1 share minimum trading unit, and lowers the trading starting point to as little as US$5. While beginner-friendly, fractional share trading&#39;s low threshold also offers an engaging global investing experience to more investors by diversifying their portfolios in a more flexible way.</p><p>In the meantime, mobile app features such as options combination analysis tools, most sought-after industries, and lists of ETFs for major markets were put on live. Among new PC/desktop features, time-weighted average price (TWAP) and volume-weighted average price (VWAP) orders were presented. With attached order and conditional order functions available, investors are able to analyze and grasp the investing trends in a timely manner.</p><p>During the period, the demand for wealth management services continued to grow steadily. The number of customers increased by 37.7% quarter-over-quarter, and the asset under management (AUM) was up by 50.8% quarter-over-quarter. The number of Fund Mall users increased by 35% quarter-over-quarter, and AUM was up by 72.7% quarter-over-quarter. Cash management products saw the number of users up by 40.2% quarter-over-quarter, and AUM up by 35.8% quarter-over-quarter.</p><p>On the investor education side, UP Fintech relentlessly promoted financial knowledge in a move to help investors adjust themselves to the volatile investing environment. During the period, the company broadcast 112 live sessions, covering a wide range of content from diving into companies&#39; earnings results, to deep analysis of various industries and companies. Over 40% of the content was specially tailored for global investors in different markets.</p><p>As of September 30, in Singapore, UP Fintech held a series of joint live broadcasts online with the Singapore Exchange, and was participated by analysts from institutions such as Standard Chartered Bank and Société Générale for their market insights. These live sessions, which have become the platform&#39;s signature content, were widely accoladed by investors. In Australia, industry analysis covering the most sought-after industries including mining, pharmaceuticals, and technology was well received, helping more local investors make better informed financial decisions, and boosting the content penetration rate to 50%.</p><p><b>Investment banking services take the lead in US IPO underwriting</b></p><p><b>ESOP business spins off with strategic investors involved</b></p><p>During the reporting period, other revenues, including investment banking and employee stock ownership plan (ESOP), reached US$4 million. The company participated in 12 Hong Kong and US IPOs, served as an underwriter in 11 of these listings, and was the lead bank in 2 US IPOs.</p><p>In the first three quarters of this year, third-party data shows that UP Fintech ranked third among all global brokerages, with 18 US IPO underwriting, and fourth by the offering size. In terms of special purpose acquisition company (SPAC) underwriting, the company ranked second globally by the offering scale of projects underwritten.</p><p>The company also honed its research capabilities by issuing 19 research reports on various sectors including e-commerce, internet, entertainment, auto-making, and cryptocurrency, indicating its in-depth analysis expertise.</p><p>UP Fintech signed 29 ESOP clients during the period, with the number of total clients added up to 393, a year-over-year increase of 50%. The primary market also resonated with the ESOP business&#39;s stellar prospects. During the quarter, strategic investors were involved in completing ESOP&#39;s angel round financing. The business is scheduled to spin off under the new brand &#34;UponeShare&#34; in the fourth quarter, with a vision of promoting digital transformation in equity management.</p><p>In this quarter, dozens of companies including Tim Hortons, Leapmotor, AIM Vaccine, and Jenscare became part of the Tiger Community, and opened enterprise accounts.</p><p>On the corporate social responsibility front, the company collaborated with WWF-Singapore on International Tiger Day to raise awareness about wildlife conservation.</p><p><b>About UP Fintech</b></p><p>UP Fintech Holding Limited (Nasdaq: TIGR), also known as Tiger Brokers, is a leading online brokerage with a focus on redefining global investing with technology for the next generation.</p><p>Founded in 2014, we relentlessly offer a superior user experience in pursuit of becoming a world-leading online brokerage, to let everyone enjoy efficient and smart investing. Currently, we offer a multitude of quality financial products and services across brokerage, employee stock ownership plan (ESOP) management, investment banking, wealth management, investor community, and investor education.</p><p>We strive to elevate financial technology R&amp;D to a new level. While we inherit the best traditions from the financial sector and blend them with the best minds of tech experts, we develop our own technology infrastructure—an aggregation that enables multi-currency trading of various products across markets, guaranteeing our reliable, secure, and scalable services are accessible to all with low latency.</p><p>In March 2019, UP Fintech was listed on Nasdaq under the ticker TIGR. As of now, we serve over 9 million users and about 2 million account holders worldwide on our flagship platform &#34;Tiger Trade&#34;, own 63 licenses and qualifications in different markets, and have over 1,000 employees on the team in Singapore, New Zealand, the US, Hong Kong Australia, and China.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TIGR":"老虎证券"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1146860364","content_text":"About one-fifth of new customers with deposits are from Australia and New Zealand, indicating growing local recognitionAverage net deposit of newly acquired clients surpasses US$11,000 in Singapore, a sign of deepening trustLive: Tiger Brokers Q3 2022 Earnings Conference CallSingapore and New York, November 23, 2022 — UP Fintech Holding Limited (\"UP Fintech\" or the \"Company\", Nasdaq: TIGR, and all its subsidiaries and consolidated entities), an online brokerage with a focus on redefining global investing with technologies for the next generation, announced its unaudited financial results for the three months ended September 30, 2022.During the period, the company's revenue reached US$55.41 million, with the net income attributable to UP Fintech turning positive to US$3.34 million, and non-GAAP net income reaching US$6.63 million, up 91.3% quarter-over-quarter.During the third quarter, the number of new customer accounts increased by 35,400, totaling 1.97 million globally, up 11.5% from the same quarter last year. The number of new customers with deposits rose by 22,700 to 754,100, up 23.2% from the same period last year.The total trading volume from customers stood at US$78.2 billion on the company's platform, of which US$23.5 billion was on share trading, and 7.7 million options and futures contracts were made. Net asset inflow from customers exceeded US$700 million during the third quarter, and the company retained 98% of its customers with assets during the period.Wu Tianhua, CEO and founder of UP Fintech, said, \"In the third quarter, the company witnessed steady sequential growth in key indicators. Our interest-related income was up by almost 70% quarter-over-quarter amid the Federal Reserve's interest rates hikes. While thanks to further improved operational efficiency, our non-GAAP net income nearly doubled, all the more showing our resilience to global macroeconomic uncertainties. Among our global markets, in Australia and New Zealand, the public recognition of our services rose significantly, with the number of new funded clients accounting for 19% of the total worldwide.\"\"In this quarter, we brought to global investors a fractional share feature in our flagship app Tiger Trade, offering clients with limited deposits access to premium stocks at high prices, and expanding our potential user base. Nearly all US cash equity tradings were self-cleared by our proprietary infrastructure, boosting the overall clearing efficiency and lowering the costs,\" Wu Tianhua added.Wu Tianhua also revealed, \"Looking ahead, in the fourth quarter, we will land our services in Hong Kong, where we are committed to providing investors in this global financial center with the best possible products and services. In addition, we are dedicated to allocating our global resources effectively to serve our worldwide client base well.\"In Singapore, average net deposit of newly acquired clients up for the second consecutive quarterUP Fintech's market position in Singapore continued to consolidate with consensual trust from high-worth customers. The average net deposit of newly acquired clients has grown for the second consecutive quarter, passing the US$11,000 threshold in the third quarter, while overtaking the US$9,000 one in the previous quarter.In terms of the products we offer, the company upgraded all Singapore-registered accounts by merging share and fund trading operations, enabling the deposit in customers' margin accounts for US stocks to be directed for fund trading to alleviate their liquidity restraint.During the period, the company's cash management services in Singapore were strategically elevated to become Tiger Vault, where customers' in-account deposits can be directly for shares, options, and fund trading, as well as for IPO subscriptions, a move that facilitates the asset management flow. The brand-new Tiger Vault has received positive feedback in Singapore, where the asset under management (AUM) in total was up 120.1% quarter-over-quarter, and the number of users increased by 61.3% quarter-over-quarter. These numbers underscore the diversification we strive to offer to clients against heightened volatility.During the third quarter, by spearheading product and technological innovations, UP Fintech bagged the \"Fintech - Brokerage\" award at the SBR Technology Excellence Awards 2022 from the Singapore Business Review. In the city state's \"Best Customer Service 2022/23\" survey conducted jointly by The Straits Times and research firm Statista, the company's excellent customer service was recognized in the trading and brokerage services sub-category, under Real Estate and Banking. As of now, in Singapore, the company keeps 21.5 hours of customer care services on a daily basis, through a combination of channels including hotline, e-mail, social media platforms, and in-app chat. The company also received \"Investor's Choice Awards 2022: Best Retail Broker\" from the Securities Investors Association (Singapore).In Southeast Asia, the company announced its Official Sponsor status for the ongoing AFF Mitsubishi Electric Cup 2022, the region's biennial football tournament contested by 10 national \"A\" teams, a move that seeks to highlight the company's continued commitment to becoming a global local company and letting everyone in the world enjoy efficient and smart investing.Nearly 20% of global new customers with deposits from Australia and New ZealandIn Australia and New Zealand, the company continued to gain momentum. In the reporting period, client acquisition sped up, with nearly 20% of all global new funded customers from the two markets. In-app feature-wise, PayID was accepted to deposit Tiger accounts in Australia in an offering to shorten the processing time. The new feature allows customers to enjoy real-time deposits all year round.During the two quarters since the company's entry into Australia, its flagship Tiger Trade app has been trusted by more local customers. In the third quarter, the company captured the winner position in three categories including \"Best for Australian investors\", \"People's choice\", and \"Best for ETFs\", from the well-known investing media outlet WeMoney.Global expansion never ceasesThe company is also ready to announce its expansion into Hong Kong starting in December, bringing the best possible smart global investing experience to investors in this global financial center. UP Fintech's subsidiary in Hong Kong holds Type I, II, IV and V licenses from the Securities and Futures Commission, qualifying the company to deal in and advise on securities and futures contracts. In total, the company holds 11 licenses and qualifications in Hong Kong.US fractional share trading function lowers investing thresholdSelf-developed infrastructure bears fruitIn the third quarter, the company's gross commission income stood at US$24.5 million, along with the interest-related income up 68.8% quarter-over-quarter to US$26.9 million.As the company's global expansion goes deep, we remain zoomed in on investing in research and development. During the period, nearly all US cash equity tradings were self-cleared.During the reporting period, UP Fintech launched US fractional share trading, a new feature that now supports all S&P 500 stocks, removes the 1 share minimum trading unit, and lowers the trading starting point to as little as US$5. While beginner-friendly, fractional share trading's low threshold also offers an engaging global investing experience to more investors by diversifying their portfolios in a more flexible way.In the meantime, mobile app features such as options combination analysis tools, most sought-after industries, and lists of ETFs for major markets were put on live. Among new PC/desktop features, time-weighted average price (TWAP) and volume-weighted average price (VWAP) orders were presented. With attached order and conditional order functions available, investors are able to analyze and grasp the investing trends in a timely manner.During the period, the demand for wealth management services continued to grow steadily. The number of customers increased by 37.7% quarter-over-quarter, and the asset under management (AUM) was up by 50.8% quarter-over-quarter. The number of Fund Mall users increased by 35% quarter-over-quarter, and AUM was up by 72.7% quarter-over-quarter. Cash management products saw the number of users up by 40.2% quarter-over-quarter, and AUM up by 35.8% quarter-over-quarter.On the investor education side, UP Fintech relentlessly promoted financial knowledge in a move to help investors adjust themselves to the volatile investing environment. During the period, the company broadcast 112 live sessions, covering a wide range of content from diving into companies' earnings results, to deep analysis of various industries and companies. Over 40% of the content was specially tailored for global investors in different markets.As of September 30, in Singapore, UP Fintech held a series of joint live broadcasts online with the Singapore Exchange, and was participated by analysts from institutions such as Standard Chartered Bank and Société Générale for their market insights. These live sessions, which have become the platform's signature content, were widely accoladed by investors. In Australia, industry analysis covering the most sought-after industries including mining, pharmaceuticals, and technology was well received, helping more local investors make better informed financial decisions, and boosting the content penetration rate to 50%.Investment banking services take the lead in US IPO underwritingESOP business spins off with strategic investors involvedDuring the reporting period, other revenues, including investment banking and employee stock ownership plan (ESOP), reached US$4 million. The company participated in 12 Hong Kong and US IPOs, served as an underwriter in 11 of these listings, and was the lead bank in 2 US IPOs.In the first three quarters of this year, third-party data shows that UP Fintech ranked third among all global brokerages, with 18 US IPO underwriting, and fourth by the offering size. In terms of special purpose acquisition company (SPAC) underwriting, the company ranked second globally by the offering scale of projects underwritten.The company also honed its research capabilities by issuing 19 research reports on various sectors including e-commerce, internet, entertainment, auto-making, and cryptocurrency, indicating its in-depth analysis expertise.UP Fintech signed 29 ESOP clients during the period, with the number of total clients added up to 393, a year-over-year increase of 50%. The primary market also resonated with the ESOP business's stellar prospects. During the quarter, strategic investors were involved in completing ESOP's angel round financing. The business is scheduled to spin off under the new brand \"UponeShare\" in the fourth quarter, with a vision of promoting digital transformation in equity management.In this quarter, dozens of companies including Tim Hortons, Leapmotor, AIM Vaccine, and Jenscare became part of the Tiger Community, and opened enterprise accounts.On the corporate social responsibility front, the company collaborated with WWF-Singapore on International Tiger Day to raise awareness about wildlife conservation.About UP FintechUP Fintech Holding Limited (Nasdaq: TIGR), also known as Tiger Brokers, is a leading online brokerage with a focus on redefining global investing with technology for the next generation.Founded in 2014, we relentlessly offer a superior user experience in pursuit of becoming a world-leading online brokerage, to let everyone enjoy efficient and smart investing. Currently, we offer a multitude of quality financial products and services across brokerage, employee stock ownership plan (ESOP) management, investment banking, wealth management, investor community, and investor education.We strive to elevate financial technology R&D to a new level. While we inherit the best traditions from the financial sector and blend them with the best minds of tech experts, we develop our own technology infrastructure—an aggregation that enables multi-currency trading of various products across markets, guaranteeing our reliable, secure, and scalable services are accessible to all with low latency.In March 2019, UP Fintech was listed on Nasdaq under the ticker TIGR. As of now, we serve over 9 million users and about 2 million account holders worldwide on our flagship platform \"Tiger Trade\", own 63 licenses and qualifications in different markets, and have over 1,000 employees on the team in Singapore, New Zealand, the US, Hong Kong Australia, and China.","news_type":1},"isVote":1,"tweetType":1,"viewCount":481,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9961403648,"gmtCreate":1669005982984,"gmtModify":1676538138560,"author":{"id":"3562062896102327","authorId":"3562062896102327","name":"johnpang","avatar":"https://static.tigerbbs.com/67d6cf5d85cb48ff1ee32e23d1266f98","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3562062896102327","authorIdStr":"3562062896102327"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/09988\">$Alibaba(09988)$ &nbsp;</a>still far away&nbsp;","listText":"<a href=\"https://ttm.financial/S/09988\">$Alibaba(09988)$ &nbsp;</a>still far away&nbsp;","text":"$Alibaba(09988)$ still far away","images":[{"img":"https://community-static.tradeup.com/news/e8cfc6db318000632b40e78c7c93301b","width":"1080","height":"1920"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9961403648","isVote":1,"tweetType":1,"viewCount":638,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9961403159,"gmtCreate":1669005967372,"gmtModify":1676538138552,"author":{"id":"3562062896102327","authorId":"3562062896102327","name":"johnpang","avatar":"https://static.tigerbbs.com/67d6cf5d85cb48ff1ee32e23d1266f98","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3562062896102327","authorIdStr":"3562062896102327"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/YSG\">$Yatsen Holding Limited(YSG)$ &nbsp;</a>how ?&nbsp;","listText":"<a href=\"https://ttm.financial/S/YSG\">$Yatsen Holding Limited(YSG)$ &nbsp;</a>how ?&nbsp;","text":"$Yatsen Holding Limited(YSG)$ how ?","images":[{"img":"https://community-static.tradeup.com/news/49ccb3ef8b20089be40d92d0e03aaaf0","width":"1080","height":"1920"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9961403159","isVote":1,"tweetType":1,"viewCount":610,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9917860462,"gmtCreate":1665475333856,"gmtModify":1676537613093,"author":{"id":"3562062896102327","authorId":"3562062896102327","name":"johnpang","avatar":"https://static.tigerbbs.com/67d6cf5d85cb48ff1ee32e23d1266f98","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3562062896102327","authorIdStr":"3562062896102327"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/TELL\">$Tellurian Inc.(TELL)$</a>sell or hold ?&nbsp;","listText":"<a href=\"https://ttm.financial/S/TELL\">$Tellurian Inc.(TELL)$</a>sell or hold ?&nbsp;","text":"$Tellurian Inc.(TELL)$sell or hold ?","images":[{"img":"https://community-static.tradeup.com/news/8cfada0fb7e6b7c7050142d092b479e3","width":"1080","height":"1920"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9917860462","isVote":1,"tweetType":1,"viewCount":476,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9916524005,"gmtCreate":1664637989707,"gmtModify":1676537487919,"author":{"id":"3562062896102327","authorId":"3562062896102327","name":"johnpang","avatar":"https://static.tigerbbs.com/67d6cf5d85cb48ff1ee32e23d1266f98","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3562062896102327","authorIdStr":"3562062896102327"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/TELL\">$Tellurian Inc.(TELL)$</a>so?","listText":"<a href=\"https://ttm.financial/S/TELL\">$Tellurian Inc.(TELL)$</a>so?","text":"$Tellurian Inc.(TELL)$so?","images":[{"img":"https://community-static.tradeup.com/news/15a419b6fd498f629ea9deb56d5506c4","width":"1080","height":"1920"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9916524005","isVote":1,"tweetType":1,"viewCount":487,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9916525567,"gmtCreate":1664637940959,"gmtModify":1676537487912,"author":{"id":"3562062896102327","authorId":"3562062896102327","name":"johnpang","avatar":"https://static.tigerbbs.com/67d6cf5d85cb48ff1ee32e23d1266f98","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3562062896102327","authorIdStr":"3562062896102327"},"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/9916525567","repostId":"1193309788","repostType":4,"repost":{"id":"1193309788","kind":"news","pubTimestamp":1664595315,"share":"https://ttm.financial/m/news/1193309788?lang=&edition=fundamental","pubTime":"2022-10-01 11:35","market":"us","language":"en","title":"Tesla: A New Problem Is Emerging","url":"https://stock-news.laohu8.com/highlight/detail?id=1193309788","media":"Seeking Alpha","summary":"SummaryThe world is experiencing an energy crisis. Costs for natural gas, electricity, etc. are exploding.With soaring electricity costs, EVs are losing their fuel cost advantage. Charging a Tesla has","content":"<html><head></head><body><p><b>Summary</b></p><ul><li>The world is experiencing an energy crisis. Costs for natural gas, electricity, etc. are exploding.</li><li>With soaring electricity costs, EVs are losing their fuel cost advantage. Charging a Tesla has become more expensive than fueling a comparable ICE vehicle in Europe, for example.</li><li>With the macro picture getting more dire, highly expensive Tesla does not look like a great investment today.</li></ul><p><b>Article Thesis</b></p><p>Tesla (NASDAQ: TSLA) is a leading electric vehicle manufacturer. The stock is priced for perfection, however, despite growing competition, rising costs for materials, and a global economic slowdown. On top of that, the ongoing global energy crisis is hurting Tesla in two ways, as I&#39;ll explain in this article. Overall, that means that Tesla does not seem like an attractive pick at current prices, I believe.</p><p><b>The Globe Is Experiencing An Energy Crisis</b></p><p>The world&#39;s hunger for energy continues to grow, as it has for many years. At the same time, ESG mandates and regulatory pressures have led to underinvestment in (fossil) energy production, which has resulted in a tight supply-demand situation. On top of that, the ongoing Russia-Ukraine war has exacerbated issues in global energy markets. That has led to exploding energy prices across all kinds of commodities. Rising gasoline prices have gotten a lot of attention, but price increases were even more pronounced in other areas:</p><p><img src=\"https://static.tigerbbs.com/310db03212b3ca50edd73f7cf9c0099f\" tg-width=\"635\" tg-height=\"433\" referrerpolicy=\"no-referrer\"/>Data by YCharts</p><p>WTI is up by just a couple of percentage points over the last year, while gasoline has become 17% more expensive over the last twelve months. Especially in Europe and Asia, price increases of non-oil-based energy products have been way more drastic.</p><p>Natural gas prices in Europe, for example, have exploded upwards by more than 1,000% over the last two years:</p><p><img src=\"https://static.tigerbbs.com/154cf787e37dbe1b284b31742d65d999\" tg-width=\"640\" tg-height=\"176\" referrerpolicy=\"no-referrer\"/></p><p>theice.com</p><p>Contracts rose from $15 two years ago to more than $200 today, dwarfing the increase in oil prices. Natural gas in Asia, e.g. measured by JKM, has become incredibly more expensive as well. Likewise, electricity has become way more expensive in Europe -- driven, to a large degree, by the huge increase in natural gas prices:</p><p><img src=\"https://static.tigerbbs.com/673c6fced99747383340bf173bad26c9\" tg-width=\"640\" tg-height=\"257\" referrerpolicy=\"no-referrer\"/></p><p>tradingview.com</p><p>Market prices (day-ahead) for electricity soared by several hundred percentage points over the last year in leading European countries such as Germany and France. Price increases for forward months have been even higher, e.g. for the coming winter months.Base load prices for Q1 2023 are north of €500 per MWh in Germany, for example. Peak-load prices for the same quarter are even higher, at close to €800 per MWh.</p><p>In many other markets around the world, electricity is scarce and has become very expensive as well. China is of note, for example. Weather anomalies in the country have led to below-average power generation from hydro, which has led to shortages and steep price increases.</p><p>Overall, we can summarize that energy has become way more expensive in many areas of the world. Oil prices and gasoline prices get a lot of attention, but they have actually not moved up much versus the massive increases by hundreds of percentage points we have seen in electricity, natural gas, and even thermal coal-- which is up 350% over the last five years. Why does this matter for Tesla? Let&#39;s delve into the details.</p><p><b>Impact On Tesla: Items To Consider</b></p><p>So why does it matter that the global energy crisis has led to massive increases in the price of natural gas, electricity, etc. when it comes to an investment in TSLA stock? There are several negative impacts this will have on Tesla, I believe. Some of those are Tesla-specific, others impact other automobile companies as well.</p><p><b>Free Supercharger</b></p><p>First, Tesla will lose more money with the free supercharger for life deal it offered in the past. With electricity costs soaring, those that can charge for free at superchargers will be more inclined to do so. This will mean that Tesla will have to offer more electricity for free. At the same time, that electricity comes at a higher cost for Tesla, as market prices for electricity have soared in important end markets. Overall, this means that Tesla will lose more money on its supercharger-for-life deals than previously thought.</p><p><b>EVs Lose Their Cost Advantage</b></p><p>For a long time, EVs were touted as cheaper than ICE-powered vehicles when it comes to fuel costs. But due to the massive increase in electricity prices, relative to the way more benign increase in gasoline prices, that does no longer hold true. Let&#39;s look at an example.</p><p>The Tesla Model 3 uses 17 kWh per 100 km. A comparable ICE car, such as the BMW 3 series (OTCPK:BMWYY), uses around 5.0 liters of diesel for the same 100 km. When electricity prices were way lower than they are right now, that made for a clear cost advantage for Tesla. But more recently, that&#39;s no longer true -- at least not in all markets. Tesla currently sells electricity for €0.70 per kWh at its superchargers in Germany, where it recently opened one of its Gigafactories, making this an important market for Tesla. That means that driving a Model 3 for 100 km results in fuel expenses of €11.90, or around $11.50. Diesel currently costs €1.98 per liter in Germany on average. The BMW 3 series thus uses €9.90, or $9.60 per 100 km. Using an ICE-powered BMW that is comparable to Tesla&#39;s EV thus costs around 20% less in fuel expenses today in Germany. The former cost advantage for EVs has turned into a cost disadvantage in Europe&#39;s biggest market and one where Tesla thought it had a lot of potential -- otherwise, it wouldn&#39;t have built a Gigafactory there. In other European countries, things are looking comparable. In the UK, for example, the diesel-powered BMW 3 costs around $10 per 100 km, while the Tesla Model 3 costs around $11 per 100 km.</p><p>This means that one of the key arguments for buying an EV, lower fuel costs, is no longer valid, at least in some of Tesla&#39;s markets. In the US, where electricity cost per kWh differs very much from state to state, there are some markets where EVs are still cheaper to fuel. But even in the US, some markets are more favorable for ICE vehicles right now, such as California with its high electricity prices. With this key argument for switching to an EV gone, EV manufacturers such as Tesla could have a harder time convincing consumers to make the switch. Many consumers, especially those that feel the pinch from the current economic slowdown, will ask themselves why they should buy a new vehicle for many thousands of dollars just to have their fuel expenses go up.</p><p><b>Higher Production Costs</b></p><p>The process of manufacturing batteries is highly energy intensive. That energy usually does not come in the form of oil (which has gone up in price only slightly), but typically in the form of electricity -- which has gotten way more expensive. Battery manufacturing thus is feeling a considerable cost headwind in the current environment, and the biggest battery users in the world, such as Tesla, will likely feel the largest impact.</p><p>In Europe and China, energy-intensive manufacturing is oftentimes either unprofitable or forced to scale back due to regulatory demands to conserve energy. This will hinder Tesla&#39;s Gigafactories in Germany and China, making it quite exposed to electricity/energy shortages around the world. EV companies with less exposure to Europe and China, such as Ford with its US focus, could be more advantaged in the current environment, as energy shortages are less pronounced in the United States.</p><p><b>Cash-Strapped Consumers Might Keep Their Cars Longer</b></p><p>With energy prices soaring, especially in Europe, consumer sentiment is falling off a cliff. Consumers have to spend more on essentials such as electricity, heating, and food, which means that they have less money left over for non-essential, discretionary consumer goods.</p><p>Ultra-high-end manufacturers such as Ferrari (RACE) will likely feel less of an impact, as middle-class households don&#39;t buy Ferraris anyway and as very wealthy consumers don&#39;t feel much of a pinch from higher energy costs. But Tesla, along with competitors such as BMW or Audi, could feel an impact from middle class/upper middle class consumers becoming more frugal. When essential expenses are soaring, and when the risk of a job loss increases due to the ongoing economic downturn, many consumers will be more reluctant to acquire a costly new vehicle. One can argue that this is already being reflected by the declining wait times for many of Tesla&#39;s models in China, which is experiencing many of the same headwinds as Europe -- growing energy costs and an economic slowdown.</p><p><b>Summing Things Up</b></p><p>Tesla is a leading EV company. Depending on whether one counts plug-in hybrids or not, it&#39;s either the largest or second-largest EV manufacturer in the world. But the company is highly expensive, trading at well above 60x forward earnings, while traditional auto peers such as Mercedes (OTCPK:MBGYY) trade at less than 5x forward profits. Competition is growing, input costs are rising quickly, and consumer discretionary companies including Tesla are highly exposed to a global economic downturn.</p><p>Add the above issues stemming from the global energy shortage, such as waning advantages for EVs due to high charging costs and Tesla&#39;s growing costs for its supercharger-for-life deals, and it does not look like Tesla is a good buy today. Last but not least, rising interest rates are pressuring all equities, but have the largest impact on long-duration stocks such as Tesla. Overall, I see more reasons to be bearish than to be bullish right here, which is why I think Tesla is an avoid today, although I have no intention of going short the stock.</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Tesla: A New Problem Is Emerging</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nTesla: A New Problem Is Emerging\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-10-01 11:35 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4543975-tesla-stock-new-problem-emerging><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryThe world is experiencing an energy crisis. Costs for natural gas, electricity, etc. are exploding.With soaring electricity costs, EVs are losing their fuel cost advantage. Charging a Tesla has...</p>\n\n<a href=\"https://seekingalpha.com/article/4543975-tesla-stock-new-problem-emerging\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TSLA":"特斯拉"},"source_url":"https://seekingalpha.com/article/4543975-tesla-stock-new-problem-emerging","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1193309788","content_text":"SummaryThe world is experiencing an energy crisis. Costs for natural gas, electricity, etc. are exploding.With soaring electricity costs, EVs are losing their fuel cost advantage. Charging a Tesla has become more expensive than fueling a comparable ICE vehicle in Europe, for example.With the macro picture getting more dire, highly expensive Tesla does not look like a great investment today.Article ThesisTesla (NASDAQ: TSLA) is a leading electric vehicle manufacturer. The stock is priced for perfection, however, despite growing competition, rising costs for materials, and a global economic slowdown. On top of that, the ongoing global energy crisis is hurting Tesla in two ways, as I'll explain in this article. Overall, that means that Tesla does not seem like an attractive pick at current prices, I believe.The Globe Is Experiencing An Energy CrisisThe world's hunger for energy continues to grow, as it has for many years. At the same time, ESG mandates and regulatory pressures have led to underinvestment in (fossil) energy production, which has resulted in a tight supply-demand situation. On top of that, the ongoing Russia-Ukraine war has exacerbated issues in global energy markets. That has led to exploding energy prices across all kinds of commodities. Rising gasoline prices have gotten a lot of attention, but price increases were even more pronounced in other areas:Data by YChartsWTI is up by just a couple of percentage points over the last year, while gasoline has become 17% more expensive over the last twelve months. Especially in Europe and Asia, price increases of non-oil-based energy products have been way more drastic.Natural gas prices in Europe, for example, have exploded upwards by more than 1,000% over the last two years:theice.comContracts rose from $15 two years ago to more than $200 today, dwarfing the increase in oil prices. Natural gas in Asia, e.g. measured by JKM, has become incredibly more expensive as well. Likewise, electricity has become way more expensive in Europe -- driven, to a large degree, by the huge increase in natural gas prices:tradingview.comMarket prices (day-ahead) for electricity soared by several hundred percentage points over the last year in leading European countries such as Germany and France. Price increases for forward months have been even higher, e.g. for the coming winter months.Base load prices for Q1 2023 are north of €500 per MWh in Germany, for example. Peak-load prices for the same quarter are even higher, at close to €800 per MWh.In many other markets around the world, electricity is scarce and has become very expensive as well. China is of note, for example. Weather anomalies in the country have led to below-average power generation from hydro, which has led to shortages and steep price increases.Overall, we can summarize that energy has become way more expensive in many areas of the world. Oil prices and gasoline prices get a lot of attention, but they have actually not moved up much versus the massive increases by hundreds of percentage points we have seen in electricity, natural gas, and even thermal coal-- which is up 350% over the last five years. Why does this matter for Tesla? Let's delve into the details.Impact On Tesla: Items To ConsiderSo why does it matter that the global energy crisis has led to massive increases in the price of natural gas, electricity, etc. when it comes to an investment in TSLA stock? There are several negative impacts this will have on Tesla, I believe. Some of those are Tesla-specific, others impact other automobile companies as well.Free SuperchargerFirst, Tesla will lose more money with the free supercharger for life deal it offered in the past. With electricity costs soaring, those that can charge for free at superchargers will be more inclined to do so. This will mean that Tesla will have to offer more electricity for free. At the same time, that electricity comes at a higher cost for Tesla, as market prices for electricity have soared in important end markets. Overall, this means that Tesla will lose more money on its supercharger-for-life deals than previously thought.EVs Lose Their Cost AdvantageFor a long time, EVs were touted as cheaper than ICE-powered vehicles when it comes to fuel costs. But due to the massive increase in electricity prices, relative to the way more benign increase in gasoline prices, that does no longer hold true. Let's look at an example.The Tesla Model 3 uses 17 kWh per 100 km. A comparable ICE car, such as the BMW 3 series (OTCPK:BMWYY), uses around 5.0 liters of diesel for the same 100 km. When electricity prices were way lower than they are right now, that made for a clear cost advantage for Tesla. But more recently, that's no longer true -- at least not in all markets. Tesla currently sells electricity for €0.70 per kWh at its superchargers in Germany, where it recently opened one of its Gigafactories, making this an important market for Tesla. That means that driving a Model 3 for 100 km results in fuel expenses of €11.90, or around $11.50. Diesel currently costs €1.98 per liter in Germany on average. The BMW 3 series thus uses €9.90, or $9.60 per 100 km. Using an ICE-powered BMW that is comparable to Tesla's EV thus costs around 20% less in fuel expenses today in Germany. The former cost advantage for EVs has turned into a cost disadvantage in Europe's biggest market and one where Tesla thought it had a lot of potential -- otherwise, it wouldn't have built a Gigafactory there. In other European countries, things are looking comparable. In the UK, for example, the diesel-powered BMW 3 costs around $10 per 100 km, while the Tesla Model 3 costs around $11 per 100 km.This means that one of the key arguments for buying an EV, lower fuel costs, is no longer valid, at least in some of Tesla's markets. In the US, where electricity cost per kWh differs very much from state to state, there are some markets where EVs are still cheaper to fuel. But even in the US, some markets are more favorable for ICE vehicles right now, such as California with its high electricity prices. With this key argument for switching to an EV gone, EV manufacturers such as Tesla could have a harder time convincing consumers to make the switch. Many consumers, especially those that feel the pinch from the current economic slowdown, will ask themselves why they should buy a new vehicle for many thousands of dollars just to have their fuel expenses go up.Higher Production CostsThe process of manufacturing batteries is highly energy intensive. That energy usually does not come in the form of oil (which has gone up in price only slightly), but typically in the form of electricity -- which has gotten way more expensive. Battery manufacturing thus is feeling a considerable cost headwind in the current environment, and the biggest battery users in the world, such as Tesla, will likely feel the largest impact.In Europe and China, energy-intensive manufacturing is oftentimes either unprofitable or forced to scale back due to regulatory demands to conserve energy. This will hinder Tesla's Gigafactories in Germany and China, making it quite exposed to electricity/energy shortages around the world. EV companies with less exposure to Europe and China, such as Ford with its US focus, could be more advantaged in the current environment, as energy shortages are less pronounced in the United States.Cash-Strapped Consumers Might Keep Their Cars LongerWith energy prices soaring, especially in Europe, consumer sentiment is falling off a cliff. Consumers have to spend more on essentials such as electricity, heating, and food, which means that they have less money left over for non-essential, discretionary consumer goods.Ultra-high-end manufacturers such as Ferrari (RACE) will likely feel less of an impact, as middle-class households don't buy Ferraris anyway and as very wealthy consumers don't feel much of a pinch from higher energy costs. But Tesla, along with competitors such as BMW or Audi, could feel an impact from middle class/upper middle class consumers becoming more frugal. When essential expenses are soaring, and when the risk of a job loss increases due to the ongoing economic downturn, many consumers will be more reluctant to acquire a costly new vehicle. One can argue that this is already being reflected by the declining wait times for many of Tesla's models in China, which is experiencing many of the same headwinds as Europe -- growing energy costs and an economic slowdown.Summing Things UpTesla is a leading EV company. Depending on whether one counts plug-in hybrids or not, it's either the largest or second-largest EV manufacturer in the world. But the company is highly expensive, trading at well above 60x forward earnings, while traditional auto peers such as Mercedes (OTCPK:MBGYY) trade at less than 5x forward profits. Competition is growing, input costs are rising quickly, and consumer discretionary companies including Tesla are highly exposed to a global economic downturn.Add the above issues stemming from the global energy shortage, such as waning advantages for EVs due to high charging costs and Tesla's growing costs for its supercharger-for-life deals, and it does not look like Tesla is a good buy today. Last but not least, rising interest rates are pressuring all equities, but have the largest impact on long-duration stocks such as Tesla. Overall, I see more reasons to be bearish than to be bullish right here, which is why I think Tesla is an avoid today, although I have no intention of going short the stock.","news_type":1},"isVote":1,"tweetType":1,"viewCount":390,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9918801372,"gmtCreate":1664346973596,"gmtModify":1676537437924,"author":{"id":"3562062896102327","authorId":"3562062896102327","name":"johnpang","avatar":"https://static.tigerbbs.com/67d6cf5d85cb48ff1ee32e23d1266f98","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3562062896102327","authorIdStr":"3562062896102327"},"themes":[],"htmlText":"Sell?&nbsp;","listText":"Sell?&nbsp;","text":"Sell?","images":[{"img":"https://community-static.tradeup.com/news/24f59a33fa61b13988e20acbf6b60989","width":"1080","height":"1920"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9918801372","isVote":1,"tweetType":1,"viewCount":395,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9918803633,"gmtCreate":1664346843822,"gmtModify":1676537437909,"author":{"id":"3562062896102327","authorId":"3562062896102327","name":"johnpang","avatar":"https://static.tigerbbs.com/67d6cf5d85cb48ff1ee32e23d1266f98","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3562062896102327","authorIdStr":"3562062896102327"},"themes":[],"htmlText":"K","listText":"K","text":"K","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9918803633","repostId":"1170510969","repostType":4,"repost":{"id":"1170510969","kind":"news","pubTimestamp":1664330866,"share":"https://ttm.financial/m/news/1170510969?lang=&edition=fundamental","pubTime":"2022-09-28 10:07","market":"sg","language":"en","title":"Retail Sales Continue to Rise, up 0.6 Per Cent in August: Australia","url":"https://stock-news.laohu8.com/highlight/detail?id=1170510969","media":"Mirage News","summary":"Australian retail turnover rose 0.6 per cent in August 2022, according to Retail Trade figures relea","content":"<html><head></head><body><p>Australian retail turnover rose 0.6 per cent in August 2022, according to Retail Trade figures released today by the Australian Bureau of Statistics (ABS).</p><p>The August increase was the eighth consecutive rise and follows a 1.3 per cent rise in July 2022, and a 0.2 per cent rise in June 2022.</p><p>Ben Dorber, head of retail statistics at the ABS, said: “This month’s rise was driven by the combined increase in food related industries, with cafes, restaurants and takeaway food services up 1.3 per cent and food retailing up 1.1 per cent.”</p><p>“While households continue to spend, non-food industry results were mixed and only contributed a small amount to the total rise in retail turnover.”</p><p>Department stores rose by 2.8 per cent to a new record level, while household goods retailing had its largest rise since March 2022, up 2.6 per cent, having recorded three falls in the previous four months.</p><p>Other retailing fell for the first time following five consecutive monthly rises, down 2.5 per cent, and is the largest fall in other retailing this year. Clothing, footwear and personal accessory retailing also recorded its largest fall this year, down 2.3 per cent in August following two consecutive rises.</p><p>Monthly turnover, current prices – seasonally adjusted monthly percentage change</p><table><tbody><tr><th>MONTH</th><th>SEASONALLY ADJUSTED (%)</th></tr><tr><th>JUN-21</th><td>-1.4</td></tr><tr><th>JUL-21</th><td>-2.6</td></tr><tr><th>AUG-21</th><td>-1.7</td></tr><tr><th>SEP-21</th><td>1.7</td></tr><tr><th>OCT-21</th><td>4.6</td></tr><tr><th>NOV-21</th><td>7.1</td></tr><tr><th>DEC-21</th><td>-4.1</td></tr><tr><th>JAN-22</th><td>1.6</td></tr><tr><th>FEB-22</th><td>1.8</td></tr><tr><th>MAR-22</th><td>1.6</td></tr><tr><th>APR-22</th><td>0.9</td></tr><tr><th>MAY-22</th><td>0.7</td></tr><tr><th>JUN-22</th><td>0.2</td></tr><tr><th>JUL-22</th><td>1.3</td></tr><tr><th>AUG-22</th><td>0.6</td></tr></tbody></table><p>Turnover rose in Tasmania (2.2 per cent), the Australian Capital Territory (1.9 per cent), New South Wales (1.5 per cent), South Australia (1.3 per cent), and Victoria (0.1 per cent).</p><p>Two states recorded falls with Western Australia down 0.2 per cent and Queensland down 0.1 per cent. The Northern Territory remained relatively unchanged (0.0 per cent).</p></body></html>","source":"lsy1664330851936","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>Retail Sales Continue to Rise, up 0.6 Per Cent in August: Australia</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\">\nRetail Sales Continue to Rise, up 0.6 Per Cent in August: Australia\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-09-28 10:07 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.miragenews.com/retail-sales-continue-to-rise-up-0-6-per-cent-863447/><strong>Mirage News</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Australian retail turnover rose 0.6 per cent in August 2022, according to Retail Trade figures released today by the Australian Bureau of Statistics (ABS).The August increase was the eighth ...</p>\n\n<a href=\"https://www.miragenews.com/retail-sales-continue-to-rise-up-0-6-per-cent-863447/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"XKO.AU":"标普/澳交所 300指数","XJO.AU":"标普/澳交所 200指数","XAO.AU":"标普/澳交所 普通股指数"},"source_url":"https://www.miragenews.com/retail-sales-continue-to-rise-up-0-6-per-cent-863447/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1170510969","content_text":"Australian retail turnover rose 0.6 per cent in August 2022, according to Retail Trade figures released today by the Australian Bureau of Statistics (ABS).The August increase was the eighth consecutive rise and follows a 1.3 per cent rise in July 2022, and a 0.2 per cent rise in June 2022.Ben Dorber, head of retail statistics at the ABS, said: “This month’s rise was driven by the combined increase in food related industries, with cafes, restaurants and takeaway food services up 1.3 per cent and food retailing up 1.1 per cent.”“While households continue to spend, non-food industry results were mixed and only contributed a small amount to the total rise in retail turnover.”Department stores rose by 2.8 per cent to a new record level, while household goods retailing had its largest rise since March 2022, up 2.6 per cent, having recorded three falls in the previous four months.Other retailing fell for the first time following five consecutive monthly rises, down 2.5 per cent, and is the largest fall in other retailing this year. Clothing, footwear and personal accessory retailing also recorded its largest fall this year, down 2.3 per cent in August following two consecutive rises.Monthly turnover, current prices – seasonally adjusted monthly percentage changeMONTHSEASONALLY ADJUSTED (%)JUN-21-1.4JUL-21-2.6AUG-21-1.7SEP-211.7OCT-214.6NOV-217.1DEC-21-4.1JAN-221.6FEB-221.8MAR-221.6APR-220.9MAY-220.7JUN-220.2JUL-221.3AUG-220.6Turnover rose in Tasmania (2.2 per cent), the Australian Capital Territory (1.9 per cent), New South Wales (1.5 per cent), South Australia (1.3 per cent), and Victoria (0.1 per cent).Two states recorded falls with Western Australia down 0.2 per cent and Queensland down 0.1 per cent. The Northern Territory remained relatively unchanged (0.0 per cent).","news_type":1},"isVote":1,"tweetType":1,"viewCount":607,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9918809708,"gmtCreate":1664346753004,"gmtModify":1676537437894,"author":{"id":"3562062896102327","authorId":"3562062896102327","name":"johnpang","avatar":"https://static.tigerbbs.com/67d6cf5d85cb48ff1ee32e23d1266f98","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3562062896102327","authorIdStr":"3562062896102327"},"themes":[],"htmlText":"Ok&nbsp;","listText":"Ok&nbsp;","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9918809708","repostId":"1104864140","repostType":4,"isVote":1,"tweetType":1,"viewCount":135,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9911821983,"gmtCreate":1664176444643,"gmtModify":1676537403420,"author":{"id":"3562062896102327","authorId":"3562062896102327","name":"johnpang","avatar":"https://static.tigerbbs.com/67d6cf5d85cb48ff1ee32e23d1266f98","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3562062896102327","authorIdStr":"3562062896102327"},"themes":[],"htmlText":"Ok&nbsp;","listText":"Ok&nbsp;","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9911821983","repostId":"2270760354","repostType":4,"repost":{"id":"2270760354","kind":"highlight","weMediaInfo":{"introduction":"Dow Jones publishes the world’s most trusted business news and financial information in a variety of media.","home_visible":0,"media_name":"Dow Jones","id":"106","head_image":"https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99"},"pubTimestamp":1664147164,"share":"https://ttm.financial/m/news/2270760354?lang=&edition=fundamental","pubTime":"2022-09-26 07:06","market":"us","language":"en","title":"Nike, Micron, Porsche, Intuit, and Other Stocks for Investors to Watch This Week","url":"https://stock-news.laohu8.com/highlight/detail?id=2270760354","media":"Dow Jones","summary":"It's a relatively quiet week, before the storm of third-quarter earnings season picks up in mid Octo","content":"<html><head></head><body><p>It&#39;s a relatively quiet week, before the storm of third-quarter earnings season picks up in mid October. A handful of major companies report this week, while the economic-data highlight will be the Federal Reserve&#39;s preferred inflation measure.</p><p>Cintas and Paychex report on Wednesday, followed by Nike, Micron Technology, and CarMax on Thursday. <a href=\"https://laohu8.com/S/DEX.AU\">Duke</a> Realty and Prologis shareholders will vote on the companies&#39; proposed merger on Wednesday. Shares of luxury carmaker Porsche will begin trading in Frankfurt on Thursday.</p><p>Economic data out this week will include the Census Bureau&#39;s durable goods report for August and the Conference Board&#39;s Consumer Confidence Index for September, both on Tuesday. The Bureau of Economic Analysis releases the personal income and expenditures report for August on Friday, which will include the personal consumption expenditures price index. The core version of that gauge is what the Fed watches most closely.</p><p>Other data out this week pertains to the U.S. housing market, including the Census Bureau&#39;s new home sales data for August and S&amp;P <a href=\"https://laohu8.com/S/CLGX\">CoreLogic</a>&#39;s Case-Shiller National Home Price Index for July on Tuesday.</p><h2>Monday 9/26</h2><p>The Federal Reserve Bank of Chicago releases its National Activity Index for August. Consensus estimate is for a 0.32 reading, slightly more than July&#39;s 0.27 figure. Prior to the July data, the index had two months of negative readings, which indicates that the economy is growing at a slower rate than the historical average.</p><h2>Tuesday 9/27</h2><p>The Census Bureau reports new-home sales data for August. Sales of new single-family homes are expected to decline by roughly 20,000 from July to a seasonally adjusted annual rate of 492,000.</p><p>The Census Bureau releases the durable goods report for August. Economists forecast that new orders for durable manufactured goods will remain flat month over month at $273.5 billion. Excluding transportation, new orders are seen rising 0.2% matching the July gain.</p><p>The Conference Board releases its Consumer Confidence Index for September. Expectations are for a 104 reading, slightly higher than in August. The index has rebounded from this year&#39;s low in July but is well off its recent peak from last summer.</p><p>S&amp;P CoreLogic releases its Case-Shiller National Home Price Index for July. The consensus call is for a 17% year-over-over jump compared with an 18% increase in June. While the index has seen a deceleration in the growth rate, home prices are still rising at a robust clip. This past week Federal Reserve Chairman Jerome Powell said that the housing market probably needs to go through a &#34;correction&#34; and that property prices &#34;were going up at an unsustainably fast level.&#34;</p><h2>Wednesday 9/28</h2><p>Cintas and Paychex report quarterly results.</p><p>Duke Realty and Prologis host extraordinary shareholder meetings to vote on their proposed merger, announced in June.</p><h2>Thursday 9/29</h2><p>CarMax, Micron Technology, and Nike hold conference calls to discuss earnings.</p><p>Intuit and Vulcan Materials host their 2022 investor days.</p><p>Shares of Porsche, under the official listing name of Dr. Ing. h.c. F. Porsche, are expected to begin trading on the Frankfurt stock exchange. Porsche parent Volkswagen has set a price range that would value the maker of the iconic 911 sports car at 70 billion euros to EUR75 billion ($68.9 billion to $73.6 billion). It would be the largest European initial public offering in more than a decade.</p><h2>Friday 9/30</h2><p>The Bureau of Economic Analysis reports personal income and expenditures for August. Income is expected to increase 0.3% month over month while spending is seen rising 0.2%. This compares with gains of 0.2% and 0.1%, respectively, in July. Economists forecast that the Fed&#39;s favored inflation gauge, the core personal-consumption expenditures price index, will rise 4.8% year over year after a 4.6% increase in July.</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>Nike, Micron, Porsche, Intuit, 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; 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\">\nNike, Micron, Porsche, Intuit, and Other Stocks for Investors to Watch This Week\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\">2022-09-26 07:06</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>It&#39;s a relatively quiet week, before the storm of third-quarter earnings season picks up in mid October. A handful of major companies report this week, while the economic-data highlight will be the Federal Reserve&#39;s preferred inflation measure.</p><p>Cintas and Paychex report on Wednesday, followed by Nike, Micron Technology, and CarMax on Thursday. <a href=\"https://laohu8.com/S/DEX.AU\">Duke</a> Realty and Prologis shareholders will vote on the companies&#39; proposed merger on Wednesday. Shares of luxury carmaker Porsche will begin trading in Frankfurt on Thursday.</p><p>Economic data out this week will include the Census Bureau&#39;s durable goods report for August and the Conference Board&#39;s Consumer Confidence Index for September, both on Tuesday. The Bureau of Economic Analysis releases the personal income and expenditures report for August on Friday, which will include the personal consumption expenditures price index. The core version of that gauge is what the Fed watches most closely.</p><p>Other data out this week pertains to the U.S. housing market, including the Census Bureau&#39;s new home sales data for August and S&amp;P <a href=\"https://laohu8.com/S/CLGX\">CoreLogic</a>&#39;s Case-Shiller National Home Price Index for July on Tuesday.</p><h2>Monday 9/26</h2><p>The Federal Reserve Bank of Chicago releases its National Activity Index for August. Consensus estimate is for a 0.32 reading, slightly more than July&#39;s 0.27 figure. Prior to the July data, the index had two months of negative readings, which indicates that the economy is growing at a slower rate than the historical average.</p><h2>Tuesday 9/27</h2><p>The Census Bureau reports new-home sales data for August. Sales of new single-family homes are expected to decline by roughly 20,000 from July to a seasonally adjusted annual rate of 492,000.</p><p>The Census Bureau releases the durable goods report for August. Economists forecast that new orders for durable manufactured goods will remain flat month over month at $273.5 billion. Excluding transportation, new orders are seen rising 0.2% matching the July gain.</p><p>The Conference Board releases its Consumer Confidence Index for September. Expectations are for a 104 reading, slightly higher than in August. The index has rebounded from this year&#39;s low in July but is well off its recent peak from last summer.</p><p>S&amp;P CoreLogic releases its Case-Shiller National Home Price Index for July. The consensus call is for a 17% year-over-over jump compared with an 18% increase in June. While the index has seen a deceleration in the growth rate, home prices are still rising at a robust clip. This past week Federal Reserve Chairman Jerome Powell said that the housing market probably needs to go through a &#34;correction&#34; and that property prices &#34;were going up at an unsustainably fast level.&#34;</p><h2>Wednesday 9/28</h2><p>Cintas and Paychex report quarterly results.</p><p>Duke Realty and Prologis host extraordinary shareholder meetings to vote on their proposed merger, announced in June.</p><h2>Thursday 9/29</h2><p>CarMax, Micron Technology, and Nike hold conference calls to discuss earnings.</p><p>Intuit and Vulcan Materials host their 2022 investor days.</p><p>Shares of Porsche, under the official listing name of Dr. Ing. h.c. F. Porsche, are expected to begin trading on the Frankfurt stock exchange. Porsche parent Volkswagen has set a price range that would value the maker of the iconic 911 sports car at 70 billion euros to EUR75 billion ($68.9 billion to $73.6 billion). It would be the largest European initial public offering in more than a decade.</p><h2>Friday 9/30</h2><p>The Bureau of Economic Analysis reports personal income and expenditures for August. Income is expected to increase 0.3% month over month while spending is seen rising 0.2%. This compares with gains of 0.2% and 0.1%, respectively, in July. Economists forecast that the Fed&#39;s favored inflation gauge, the core personal-consumption expenditures price index, will rise 4.8% year over year after a 4.6% increase in July.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"VMC":"火神材料","BK4551":"寇图资本持仓","POAHY":"Porsche Automobile Holding SE","BK4561":"索罗斯持仓","BK4581":"高盛持仓","MU":"美光科技","BK4528":"SaaS概念","BK4023":"应用软件","BK4534":"瑞士信贷持仓","BK4567":"ESG概念","INTU":"财捷","BK4533":"AQR资本管理(全球第二大对冲基金)","ISBC":"投资者银行","BK4146":"鞋类","BK4211":"区域性银行","BK4566":"资本集团","BK4558":"双十一","NKE":"耐克","DRE":"杜克房地产"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2270760354","content_text":"It's a relatively quiet week, before the storm of third-quarter earnings season picks up in mid October. A handful of major companies report this week, while the economic-data highlight will be the Federal Reserve's preferred inflation measure.Cintas and Paychex report on Wednesday, followed by Nike, Micron Technology, and CarMax on Thursday. Duke Realty and Prologis shareholders will vote on the companies' proposed merger on Wednesday. Shares of luxury carmaker Porsche will begin trading in Frankfurt on Thursday.Economic data out this week will include the Census Bureau's durable goods report for August and the Conference Board's Consumer Confidence Index for September, both on Tuesday. The Bureau of Economic Analysis releases the personal income and expenditures report for August on Friday, which will include the personal consumption expenditures price index. The core version of that gauge is what the Fed watches most closely.Other data out this week pertains to the U.S. housing market, including the Census Bureau's new home sales data for August and S&P CoreLogic's Case-Shiller National Home Price Index for July on Tuesday.Monday 9/26The Federal Reserve Bank of Chicago releases its National Activity Index for August. Consensus estimate is for a 0.32 reading, slightly more than July's 0.27 figure. Prior to the July data, the index had two months of negative readings, which indicates that the economy is growing at a slower rate than the historical average.Tuesday 9/27The Census Bureau reports new-home sales data for August. Sales of new single-family homes are expected to decline by roughly 20,000 from July to a seasonally adjusted annual rate of 492,000.The Census Bureau releases the durable goods report for August. Economists forecast that new orders for durable manufactured goods will remain flat month over month at $273.5 billion. Excluding transportation, new orders are seen rising 0.2% matching the July gain.The Conference Board releases its Consumer Confidence Index for September. Expectations are for a 104 reading, slightly higher than in August. The index has rebounded from this year's low in July but is well off its recent peak from last summer.S&P CoreLogic releases its Case-Shiller National Home Price Index for July. The consensus call is for a 17% year-over-over jump compared with an 18% increase in June. While the index has seen a deceleration in the growth rate, home prices are still rising at a robust clip. This past week Federal Reserve Chairman Jerome Powell said that the housing market probably needs to go through a \"correction\" and that property prices \"were going up at an unsustainably fast level.\"Wednesday 9/28Cintas and Paychex report quarterly results.Duke Realty and Prologis host extraordinary shareholder meetings to vote on their proposed merger, announced in June.Thursday 9/29CarMax, Micron Technology, and Nike hold conference calls to discuss earnings.Intuit and Vulcan Materials host their 2022 investor days.Shares of Porsche, under the official listing name of Dr. Ing. h.c. F. Porsche, are expected to begin trading on the Frankfurt stock exchange. Porsche parent Volkswagen has set a price range that would value the maker of the iconic 911 sports car at 70 billion euros to EUR75 billion ($68.9 billion to $73.6 billion). It would be the largest European initial public offering in more than a decade.Friday 9/30The Bureau of Economic Analysis reports personal income and expenditures for August. Income is expected to increase 0.3% month over month while spending is seen rising 0.2%. This compares with gains of 0.2% and 0.1%, respectively, in July. Economists forecast that the Fed's favored inflation gauge, the core personal-consumption expenditures price index, will rise 4.8% year over year after a 4.6% increase in July.","news_type":1},"isVote":1,"tweetType":1,"viewCount":101,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9913217189,"gmtCreate":1663990489741,"gmtModify":1676537376618,"author":{"id":"3562062896102327","authorId":"3562062896102327","name":"johnpang","avatar":"https://static.tigerbbs.com/67d6cf5d85cb48ff1ee32e23d1266f98","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3562062896102327","authorIdStr":"3562062896102327"},"themes":[],"htmlText":"Ok&nbsp;","listText":"Ok&nbsp;","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9913217189","repostId":"2269657466","repostType":4,"repost":{"id":"2269657466","kind":"highlight","pubTimestamp":1663980236,"share":"https://ttm.financial/m/news/2269657466?lang=&edition=fundamental","pubTime":"2022-09-24 08:43","market":"us","language":"en","title":"Why I'm Not Worried About the Stock Market","url":"https://stock-news.laohu8.com/highlight/detail?id=2269657466","media":"TheStreet","summary":"A lot of scary words have been floating around with \"recession\" and \"inflation\" at the top of the li","content":"<html><head></head><body><p>A lot of scary words have been floating around with &#34;recession&#34; and &#34;inflation&#34; at the top of the list. People are worried about the economy and the Federal Reserve has not been helping as it steadily raises interest rates. That, in theory, acts as a check on inflation, but mostly makes money more expensive which impacts mortgage rates, credit card interest, and really any money people borrow going forward.</p><p>That has driven the Dow Jones Industrial Average steadily downward. The index fell by nearly 500 points on Sept. 23 sending it to a low for 2022. In a broad sense. it&#39;s not just the Dow as the Nasdaq has steadily fallen as well.</p><p>We all know the story and understand the fears, but market fears about what might happen don&#39;t actually track with what&#39;s actually happening in the U.S. economy.</p><h2>The U.S. Economy Has Been Strong</h2><p>Obviously, inflation has hit many lower-income Americans hard. But the employment market remains strong with the unemployment rate sitting at 3.7%. That&#39;s not quite a historical low, but it&#39;s in that range. In addition, there&#39;s exactly one-half of an available job seeker for every available job opening, That actually is a historical low since the Bureau of Labor Statistics has been tracking that data.</p><p>Job openings, however, don&#39;t always mean good jobs, but wages have also been rising in the service industry and even fast food jobs. <a href=\"https://laohu8.com/S/WMT\">Walmart</a>, <a href=\"https://laohu8.com/S/TGT\">Target</a>, <a href=\"https://laohu8.com/S/YUM\">Yum! Brands</a>, <a href=\"https://laohu8.com/S/SBUX\">Starbucks</a>, and a number of other retailers have embraced a $15 minimum wage.</p><p>And, while the employment market remains strong, the flip side of that is rising housing costs coupled with higher mortgage rates. That&#39;s not great news for people buying a house (even if history suggests they still should) but it has a flip side. If you own a house, it has become a fast-rising asset that increases your net worth.</p><p>The economy is, of course, personal. If you can&#39;t find a job or afford to live where you want to, that&#39;s very real. Broadly, however, there are a lot of signs that the economy remains strong and that many of the issues we&#39;re having relate to what might be called a pandemic hangover.</p><h2>Market Drops Are the Best Times to Invest</h2><p>Many of my favorite companies have dropped by 30% or more. I don&#39;t stop believing in <a href=\"https://laohu8.com/S/COST\">Costco</a>, <a href=\"https://laohu8.com/S/DIS\">Walt Disney</a>, or <a href=\"https://laohu8.com/S/MSFT\">Microsoft</a>  (just to name a few) because their share prices have fallen. In fact, I look at all three of these companies and how they handled the pandemic and prepared for the future and feel better about them.</p><p>Stock price does not always equate to performance in the short term. Disney, for example, has the best intellectual property (IP) of any entertainment company and has endless pricing power. In fact, if you were offered &#34;every other companies&#39; IP&#34; or Disney&#39;s, you can make  a case to take Disney.</p><p>Costco just delivered one of its highest renewal rates ever (over 92%) and continues to add members, Microsoft has only gotten stronger as it pivots more fully to a software as a service model, yet all three of those companies have seen double digit stock drops this year.</p><p>In a bad market, I cling to the mantra &#34;time in the market beats timing the market.&#34; Now is the time to add to your holdings in really strong companies. Consider that good companies are now on sale, really big sales in some cases, and add strategically to your long-term holdings.</p><p>After you do that, remember that long-term means years. Check in on the companies you own to make sure they have stayed on course, but don&#39;t check your portfolio everyday. A market drop feels bad, but historically, it means nothing. Good companies will recover and investing in them, plus time (maybe a lot of time) is what makes investors rich.</p><p>BY DANIEL KLINE</p></body></html>","source":"thestreet_highlight","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Why I'm Not Worried About the Stock Market</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nWhy I'm Not Worried About the Stock Market\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-09-24 08:43 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.thestreet.com/investing/why-im-not-worried-about-the-stock-market><strong>TheStreet</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>A lot of scary words have been floating around with \"recession\" and \"inflation\" at the top of the list. People are worried about the economy and the Federal Reserve has not been helping as it steadily...</p>\n\n<a href=\"https://www.thestreet.com/investing/why-im-not-worried-about-the-stock-market\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4548":"巴美列捷福持仓","DIS":"迪士尼","MSFT":"微软","BK4528":"SaaS概念","BK4516":"特朗普概念","BK4532":"文艺复兴科技持仓","BK4554":"元宇宙及AR概念","COST":"好市多","BK4108":"电影和娱乐","BK4507":"流媒体概念","BK4567":"ESG概念","BK4534":"瑞士信贷持仓","BK4576":"AR","BK4533":"AQR资本管理(全球第二大对冲基金)","TGT":"塔吉特","BK4566":"资本集团","BK4525":"远程办公概念","BK4114":"综合货品商店","BK4535":"淡马锡持仓","BK4524":"宅经济概念","BK4209":"餐馆","SBUX":"星巴克","BK4577":"网络游戏","BK4538":"云计算","BK4527":"明星科技股","BK4579":"人工智能","BK4550":"红杉资本持仓","BK4503":"景林资产持仓","BK4551":"寇图资本持仓","BK4136":"纸材料包装","BK4097":"系统软件","BK4561":"索罗斯持仓","BK4155":"大卖场与超市","BK4581":"高盛持仓","YUM":"百胜餐饮集团","BK4504":"桥水持仓","WMT":"沃尔玛"},"source_url":"https://www.thestreet.com/investing/why-im-not-worried-about-the-stock-market","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2269657466","content_text":"A lot of scary words have been floating around with \"recession\" and \"inflation\" at the top of the list. People are worried about the economy and the Federal Reserve has not been helping as it steadily raises interest rates. That, in theory, acts as a check on inflation, but mostly makes money more expensive which impacts mortgage rates, credit card interest, and really any money people borrow going forward.That has driven the Dow Jones Industrial Average steadily downward. The index fell by nearly 500 points on Sept. 23 sending it to a low for 2022. In a broad sense. it's not just the Dow as the Nasdaq has steadily fallen as well.We all know the story and understand the fears, but market fears about what might happen don't actually track with what's actually happening in the U.S. economy.The U.S. Economy Has Been StrongObviously, inflation has hit many lower-income Americans hard. But the employment market remains strong with the unemployment rate sitting at 3.7%. That's not quite a historical low, but it's in that range. In addition, there's exactly one-half of an available job seeker for every available job opening, That actually is a historical low since the Bureau of Labor Statistics has been tracking that data.Job openings, however, don't always mean good jobs, but wages have also been rising in the service industry and even fast food jobs. Walmart, Target, Yum! Brands, Starbucks, and a number of other retailers have embraced a $15 minimum wage.And, while the employment market remains strong, the flip side of that is rising housing costs coupled with higher mortgage rates. That's not great news for people buying a house (even if history suggests they still should) but it has a flip side. If you own a house, it has become a fast-rising asset that increases your net worth.The economy is, of course, personal. If you can't find a job or afford to live where you want to, that's very real. Broadly, however, there are a lot of signs that the economy remains strong and that many of the issues we're having relate to what might be called a pandemic hangover.Market Drops Are the Best Times to InvestMany of my favorite companies have dropped by 30% or more. I don't stop believing in Costco, Walt Disney, or Microsoft  (just to name a few) because their share prices have fallen. In fact, I look at all three of these companies and how they handled the pandemic and prepared for the future and feel better about them.Stock price does not always equate to performance in the short term. Disney, for example, has the best intellectual property (IP) of any entertainment company and has endless pricing power. In fact, if you were offered \"every other companies' IP\" or Disney's, you can make  a case to take Disney.Costco just delivered one of its highest renewal rates ever (over 92%) and continues to add members, Microsoft has only gotten stronger as it pivots more fully to a software as a service model, yet all three of those companies have seen double digit stock drops this year.In a bad market, I cling to the mantra \"time in the market beats timing the market.\" Now is the time to add to your holdings in really strong companies. Consider that good companies are now on sale, really big sales in some cases, and add strategically to your long-term holdings.After you do that, remember that long-term means years. Check in on the companies you own to make sure they have stayed on course, but don't check your portfolio everyday. A market drop feels bad, but historically, it means nothing. Good companies will recover and investing in them, plus time (maybe a lot of time) is what makes investors rich.BY DANIEL KLINE","news_type":1},"isVote":1,"tweetType":1,"viewCount":92,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9913138040,"gmtCreate":1663933357080,"gmtModify":1676537365893,"author":{"id":"3562062896102327","authorId":"3562062896102327","name":"johnpang","avatar":"https://static.tigerbbs.com/67d6cf5d85cb48ff1ee32e23d1266f98","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3562062896102327","authorIdStr":"3562062896102327"},"themes":[],"htmlText":"Ok&nbsp;","listText":"Ok&nbsp;","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9913138040","repostId":"1161118776","repostType":4,"repost":{"id":"1161118776","kind":"news","pubTimestamp":1663931856,"share":"https://ttm.financial/m/news/1161118776?lang=&edition=fundamental","pubTime":"2022-09-23 19:17","market":"us","language":"en","title":"Alibaba Slips As It Says It Will Invest $1B Over Next Three Years to Boost Cloud Customers","url":"https://stock-news.laohu8.com/highlight/detail?id=1161118776","media":"Seeking Alpha","summary":"Alibaba (NYSE:BABA) shares slipped on Friday after it said it would invest up to $1B over the next t","content":"<html><head></head><body><p>Alibaba (NYSE:BABA) shares slipped on Friday after it said it would invest up to $1B over the next three years &#34; for a global partner ecosystem upgrade&#34; and give support to its cloud computing customers in an effort to boost growth.</p><p>In a statement released late on Thursday, the Chinese tech giant said the investment would be comprised of &#34;both financial and non-financial incentives, such as funding, rebates and go-to-market initiatives.&#34;</p><p>Alibaba (BABA) also said that it would its cloud unit, the fourth largest in the world behind Amazon (AMZN), Microsoft (MSFT) and Google (GOOG) (GOOGL) according to Dgtl Infra, would launch an accelerator program that helps its partners scale in different markets with a localized business model.</p><p>&#34;Our revamped partner strategy prioritizes our partners&#39; growth,&#34; said Selina Yuan, Alibaba Cloud Intelligence International President, in the statement. &#34;By continuing to support our partners&#39; business expansion, we can build an inclusive ecosystem benefiting partners and customers.&#34;</p><p>Alibaba (BABA) shares fell 1.5% to $79.41 in premarket trading.</p><p>In its most recent quarter, Alibaba (BABA) generated flat revenue growth of $30.69B, including a 10% year-over-year growth in its cloud unit.</p><p>Last month, Alibaba (BABA) said it had cut its employee headcount by 10,000 amid weaker consumer spending and economic headwinds in China and across the globe.</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>Alibaba Slips As It Says It Will Invest $1B Over Next Three Years to Boost Cloud Customers</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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display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nAlibaba Slips As It Says It Will Invest $1B Over Next Three Years to Boost Cloud Customers\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-09-23 19:17 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/news/3885564-alibaba-slips-as-it-says-it-will-invest-1b-over-next-three-years-to-boost-cloud-customers><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Alibaba (NYSE:BABA) shares slipped on Friday after it said it would invest up to $1B over the next three years \" for a global partner ecosystem upgrade\" and give support to its cloud computing ...</p>\n\n<a href=\"https://seekingalpha.com/news/3885564-alibaba-slips-as-it-says-it-will-invest-1b-over-next-three-years-to-boost-cloud-customers\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BABA":"阿里巴巴"},"source_url":"https://seekingalpha.com/news/3885564-alibaba-slips-as-it-says-it-will-invest-1b-over-next-three-years-to-boost-cloud-customers","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1161118776","content_text":"Alibaba (NYSE:BABA) shares slipped on Friday after it said it would invest up to $1B over the next three years \" for a global partner ecosystem upgrade\" and give support to its cloud computing customers in an effort to boost growth.In a statement released late on Thursday, the Chinese tech giant said the investment would be comprised of \"both financial and non-financial incentives, such as funding, rebates and go-to-market initiatives.\"Alibaba (BABA) also said that it would its cloud unit, the fourth largest in the world behind Amazon (AMZN), Microsoft (MSFT) and Google (GOOG) (GOOGL) according to Dgtl Infra, would launch an accelerator program that helps its partners scale in different markets with a localized business model.\"Our revamped partner strategy prioritizes our partners' growth,\" said Selina Yuan, Alibaba Cloud Intelligence International President, in the statement. \"By continuing to support our partners' business expansion, we can build an inclusive ecosystem benefiting partners and customers.\"Alibaba (BABA) shares fell 1.5% to $79.41 in premarket trading.In its most recent quarter, Alibaba (BABA) generated flat revenue growth of $30.69B, including a 10% year-over-year growth in its cloud unit.Last month, Alibaba (BABA) said it had cut its employee headcount by 10,000 amid weaker consumer spending and economic headwinds in China and across the globe.","news_type":1},"isVote":1,"tweetType":1,"viewCount":145,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9919557169,"gmtCreate":1663826990551,"gmtModify":1676537345171,"author":{"id":"3562062896102327","authorId":"3562062896102327","name":"johnpang","avatar":"https://static.tigerbbs.com/67d6cf5d85cb48ff1ee32e23d1266f98","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3562062896102327","authorIdStr":"3562062896102327"},"themes":[],"htmlText":"How&nbsp;","listText":"How&nbsp;","text":"How","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9919557169","repostId":"2269969281","repostType":4,"repost":{"id":"2269969281","kind":"highlight","weMediaInfo":{"introduction":"Reuters.com brings you the latest news from around the world, covering breaking news in markets, business, politics, entertainment and technology","home_visible":1,"media_name":"Reuters","id":"1036604489","head_image":"https://static.tigerbbs.com/443ce19704621c837795676028cec868"},"pubTimestamp":1663800880,"share":"https://ttm.financial/m/news/2269969281?lang=&edition=fundamental","pubTime":"2022-09-22 06:54","market":"us","language":"en","title":"US STOCKS-Wall Street Slumps As Investors Absorb Hawkish Fed Rate Message","url":"https://stock-news.laohu8.com/highlight/detail?id=2269969281","media":"Reuters","summary":"* Fed raises rates by 75 bps to 3-3.25% range* Terminal rate seen hitting 4.6% in 2023* Investors ha","content":"<html><head></head><body><p>* Fed raises rates by 75 bps to 3-3.25% range</p><p>* Terminal rate seen hitting 4.6% in 2023</p><p>* Investors had expected 75 bps, but not higher for longer</p><p>* Sharp decline in final half-hour of trading</p><p>* Indexes down: Dow 1.7%, S&amp;P 1.71%, Nasdaq 1.79%</p><p>Sept 21 (Reuters) - Wall Street&#39;s main indexes see-sawed before slumping in the final 30 minutes of trading to end Wednesday lower, as investors digested another supersized Federal Reserve hike and its commitment to keep up increases into 2023 to fight inflation.</p><p>All three benchmarks finished more than 1.7% down, with the Dow posting its lowest close since June 17, with the Nasdaq and S&amp;P 500, respectively, at their lowest point since July 1, and June 30.</p><p>At the end of its two-day meeting, the Fed lifted its policy rate by 75 basis points for the third time to a 3.00-3.25% range. Most market participants had expected such an increase, with only a 21% chance of a 100 bps rate hike seen prior to the announcement.</p><p>However, policymakers also signaled more large increases to come in new projections showing its policy rate rising to 4.40% by the end of this year before topping out at 4.60% in 2023. This is up from projections in June of 3.4% and 3.8% respectively.</p><p>Rate cuts are not foreseen until 2024, the central bank added, dashing any outstanding investor hopes that the Fed foresaw getting inflation under control in the near term. The Fed&#39;s preferred measure of inflation is now seen slowly returning to its 2% target in 2025.</p><p>In his press conference, Fed Chair Jerome Powell said U.S. central bank officials are &#34;strongly resolved&#34; to bring down inflation from the highest levels in four decades and &#34;will keep at it until the job is done,&#34; a process he repeated would not come without pain.</p><p>&#34;Chairman Powell delivered a sobering message. He stated that no one knows if there will be a recession or how severe, and that achieving a soft landing was always difficult,&#34; said Yung-Yu Ma, chief investment strategist at BMO Wealth Management.</p><p>Higher rates and the battle against inflation was also feeding through into the U.S. economy, with the Fed&#39;s projections showing year-end growth of just 0.2% this year, rising to 1.2% in 2023.</p><p>&#34;Markets were already braced for some hawkishness, based on inflation reports and recent governor comments,&#34; said BMO&#39;s Ma.</p><p>&#34;But it&#39;s always interesting to see how the market reacts to the messaging. Hawkishness was to be expected, but while some in the market take comfort from that, others take the position to sell.&#34;</p><p>The Dow Jones Industrial Average fell 522.45 points, or 1.7%, to 30,183.78, the S&amp;P 500 lost 66 points, or 1.71%, to 3,789.93 and the Nasdaq Composite dropped 204.86 points, or 1.79%, to 11,220.19.</p><p>All 11 S&amp;P sectors finished lower, led by declines of more than 2.3% by Consumer Discretionary and Communication Services.</p><p>Volume on U.S. exchanges was 11.03 billion shares, compared with the 10.79 billion average for the full session over the last 20 trading days.</p><p>The S&amp;P 500 posted two new 52-week highs and 70 new lows; the Nasdaq Composite recorded 44 new highs and 446 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 Slumps As Investors Absorb Hawkish Fed Rate Message</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 Slumps As Investors Absorb Hawkish Fed Rate Message\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\">2022-09-22 06:54</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>* Fed raises rates by 75 bps to 3-3.25% range</p><p>* Terminal rate seen hitting 4.6% in 2023</p><p>* Investors had expected 75 bps, but not higher for longer</p><p>* Sharp decline in final half-hour of trading</p><p>* Indexes down: Dow 1.7%, S&amp;P 1.71%, Nasdaq 1.79%</p><p>Sept 21 (Reuters) - Wall Street&#39;s main indexes see-sawed before slumping in the final 30 minutes of trading to end Wednesday lower, as investors digested another supersized Federal Reserve hike and its commitment to keep up increases into 2023 to fight inflation.</p><p>All three benchmarks finished more than 1.7% down, with the Dow posting its lowest close since June 17, with the Nasdaq and S&amp;P 500, respectively, at their lowest point since July 1, and June 30.</p><p>At the end of its two-day meeting, the Fed lifted its policy rate by 75 basis points for the third time to a 3.00-3.25% range. Most market participants had expected such an increase, with only a 21% chance of a 100 bps rate hike seen prior to the announcement.</p><p>However, policymakers also signaled more large increases to come in new projections showing its policy rate rising to 4.40% by the end of this year before topping out at 4.60% in 2023. This is up from projections in June of 3.4% and 3.8% respectively.</p><p>Rate cuts are not foreseen until 2024, the central bank added, dashing any outstanding investor hopes that the Fed foresaw getting inflation under control in the near term. The Fed&#39;s preferred measure of inflation is now seen slowly returning to its 2% target in 2025.</p><p>In his press conference, Fed Chair Jerome Powell said U.S. central bank officials are &#34;strongly resolved&#34; to bring down inflation from the highest levels in four decades and &#34;will keep at it until the job is done,&#34; a process he repeated would not come without pain.</p><p>&#34;Chairman Powell delivered a sobering message. He stated that no one knows if there will be a recession or how severe, and that achieving a soft landing was always difficult,&#34; said Yung-Yu Ma, chief investment strategist at BMO Wealth Management.</p><p>Higher rates and the battle against inflation was also feeding through into the U.S. economy, with the Fed&#39;s projections showing year-end growth of just 0.2% this year, rising to 1.2% in 2023.</p><p>&#34;Markets were already braced for some hawkishness, based on inflation reports and recent governor comments,&#34; said BMO&#39;s Ma.</p><p>&#34;But it&#39;s always interesting to see how the market reacts to the messaging. Hawkishness was to be expected, but while some in the market take comfort from that, others take the position to sell.&#34;</p><p>The Dow Jones Industrial Average fell 522.45 points, or 1.7%, to 30,183.78, the S&amp;P 500 lost 66 points, or 1.71%, to 3,789.93 and the Nasdaq Composite dropped 204.86 points, or 1.79%, to 11,220.19.</p><p>All 11 S&amp;P sectors finished lower, led by declines of more than 2.3% by Consumer Discretionary and Communication Services.</p><p>Volume on U.S. exchanges was 11.03 billion shares, compared with the 10.79 billion average for the full session over the last 20 trading days.</p><p>The S&amp;P 500 posted two new 52-week highs and 70 new lows; the Nasdaq Composite recorded 44 new highs and 446 new lows.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4581":"高盛持仓","BK4504":"桥水持仓","SH":"标普500反向ETF","IVV":"标普500指数ETF","UPRO":"三倍做多标普500ETF","BK4539":"次新股","SSO":"两倍做多标普500ETF","NDX":"纳斯达克100指数","COMP":"Compass, Inc.","SPXU":"三倍做空标普500ETF","BK4534":"瑞士信贷持仓",".DJI":"道琼斯",".IXIC":"NASDAQ Composite","OEF":"标普100指数ETF-iShares","SPY":"标普500ETF",".SPX":"S&P 500 Index","OEX":"标普100","SDS":"两倍做空标普500ETF","BK4559":"巴菲特持仓","BK4550":"红杉资本持仓"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2269969281","content_text":"* Fed raises rates by 75 bps to 3-3.25% range* Terminal rate seen hitting 4.6% in 2023* Investors had expected 75 bps, but not higher for longer* Sharp decline in final half-hour of trading* Indexes down: Dow 1.7%, S&P 1.71%, Nasdaq 1.79%Sept 21 (Reuters) - Wall Street's main indexes see-sawed before slumping in the final 30 minutes of trading to end Wednesday lower, as investors digested another supersized Federal Reserve hike and its commitment to keep up increases into 2023 to fight inflation.All three benchmarks finished more than 1.7% down, with the Dow posting its lowest close since June 17, with the Nasdaq and S&P 500, respectively, at their lowest point since July 1, and June 30.At the end of its two-day meeting, the Fed lifted its policy rate by 75 basis points for the third time to a 3.00-3.25% range. Most market participants had expected such an increase, with only a 21% chance of a 100 bps rate hike seen prior to the announcement.However, policymakers also signaled more large increases to come in new projections showing its policy rate rising to 4.40% by the end of this year before topping out at 4.60% in 2023. This is up from projections in June of 3.4% and 3.8% respectively.Rate cuts are not foreseen until 2024, the central bank added, dashing any outstanding investor hopes that the Fed foresaw getting inflation under control in the near term. The Fed's preferred measure of inflation is now seen slowly returning to its 2% target in 2025.In his press conference, Fed Chair Jerome Powell said U.S. central bank officials are \"strongly resolved\" to bring down inflation from the highest levels in four decades and \"will keep at it until the job is done,\" a process he repeated would not come without pain.\"Chairman Powell delivered a sobering message. He stated that no one knows if there will be a recession or how severe, and that achieving a soft landing was always difficult,\" said Yung-Yu Ma, chief investment strategist at BMO Wealth Management.Higher rates and the battle against inflation was also feeding through into the U.S. economy, with the Fed's projections showing year-end growth of just 0.2% this year, rising to 1.2% in 2023.\"Markets were already braced for some hawkishness, based on inflation reports and recent governor comments,\" said BMO's Ma.\"But it's always interesting to see how the market reacts to the messaging. Hawkishness was to be expected, but while some in the market take comfort from that, others take the position to sell.\"The Dow Jones Industrial Average fell 522.45 points, or 1.7%, to 30,183.78, the S&P 500 lost 66 points, or 1.71%, to 3,789.93 and the Nasdaq Composite dropped 204.86 points, or 1.79%, to 11,220.19.All 11 S&P sectors finished lower, led by declines of more than 2.3% by Consumer Discretionary and Communication Services.Volume on U.S. exchanges was 11.03 billion shares, compared with the 10.79 billion average for the full session over the last 20 trading days.The S&P 500 posted two new 52-week highs and 70 new lows; the Nasdaq Composite recorded 44 new highs and 446 new lows.","news_type":1},"isVote":1,"tweetType":1,"viewCount":156,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9919554068,"gmtCreate":1663826732954,"gmtModify":1676537345128,"author":{"id":"3562062896102327","authorId":"3562062896102327","name":"johnpang","avatar":"https://static.tigerbbs.com/67d6cf5d85cb48ff1ee32e23d1266f98","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3562062896102327","authorIdStr":"3562062896102327"},"themes":[],"htmlText":"Ok&nbsp;","listText":"Ok&nbsp;","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9919554068","repostId":"1177400795","repostType":4,"repost":{"id":"1177400795","kind":"news","pubTimestamp":1663808053,"share":"https://ttm.financial/m/news/1177400795?lang=&edition=fundamental","pubTime":"2022-09-22 08:54","market":"us","language":"en","title":"Sea Limited Stock: Bear vs. Bull","url":"https://stock-news.laohu8.com/highlight/detail?id=1177400795","media":"Motley Fool","summary":"The Southeast Asian tech giant is still a polarizing investment.","content":"<html><head></head><body><h2>KEY POINTS</h2><ul><li>Sea Limited’s stock has plunged over the past year.</li><li>The bears believe its e-commerce and gaming businesses will face tough post-pandemic slowdowns as its losses widen.</li><li>The bulls expect it to overcome those near-term challenges with more disciplined spending and the expansion of its fintech ecosystem.</li></ul><p><b>Sea Limited</b>&#39;s stock price has declined more than 80% since it closed at an all-time high of $366.99 last October. The market&#39;s enthusiasm for the Southeast Asian e-commerce and gaming giant fizzled out as its growth decelerated in a post-pandemic market and its losses widened.</p><p>But even after that steep pullback, Sea&#39;s stock has still quadrupled since its IPO nearly five years ago. Let&#39;s review the bear and bull cases for Sea to see if it can stabilize and continue growing over the next few years.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/2a93fbb45507a6f1194233f64aee5119\" tg-width=\"2000\" tg-height=\"1333\" width=\"100%\" height=\"auto\"/><span>IMAGE SOURCE: GETTY IMAGES.</span></p><h2>Sea&#39;s delicate balancing act</h2><p>Sea generated 59% of its revenue last quarter from its e-commerce division. This segment houses Shopee, the leading online marketplace in Southeast Asia and Taiwan. Shopee conquered both markets by undercutting its competitors with loss-leading promotions and subsidies.</p><p>Another 31% of Sea&#39;s quarterly revenue came from its gaming unit Garena. Garena generates most of its revenue from a single hit game, <i>Free Fire</i>, which was launched in 2017. <i>Free Fire</i> initially generated a stream of higher-margin revenue for Garena that partly offset Shopee&#39;s losses.</p><p>The remaining 10% of Sea&#39;s revenue came from its nascent fintech business, which includes its SeaMoney payments platform and other financial services. Like Shopee, this growing segment remains deeply unprofitable.</p><p>Simply put, Sea has been balancing several unprofitable businesses on top of a single mobile game. Management likely believed it could maintain that balancing act for at least a few more years as economies of scale kicked in at Shopee and Garena diversified its portfolio with new games. It also expected that shaky scaffolding to support Shopee&#39;s expansion into other crowded e-commerce markets like India and Latin America.</p><h2>What the bears will tell you about that plan</h2><p>The bears believe that, like many e-commerce and gaming companies, Shopee and Garena will both face tough slowdowns in a post-lockdown world.</p><p>Sea&#39;s e-commerce and other services (including fintech) revenue soared 157% to $4.6 billion in 2021, then grew another 84% year over year to $3.3 billion in the first half of 2022. But within that total, Shopee&#39;s adjusted EBITDA (earnings before interest, taxes, depreciation, and amortization) loss <i>nearly doubled</i> to $2.6 billion in 2021, then widened year over year from $993 million to $1.4 billion in the first half of 2022.</p><p>As Shopee&#39;s growth cooled off and its losses widened, <i>Free Fire</i> lost its momentum. Garena&#39;s bookings rose 44% to $4.6 billion in 2021 but fell 34% year over year to $1.5 billion in the first half of 2022. That slowdown was exacerbated by an abrupt ban in India, one of its top markets, earlier this year. As that profit engine stalls out, Sea&#39;s losses will widen further.</p><p>The bears will claim that Sea&#39;s business is collapsing like a house of cards. Analysts expect its revenue to rise just 25% to $12.4 billion this year as its adjusted EBITDA loss widens to $2 billion. That slowing growth and red ink will make Sea a tough stock to own as interest rates continue to rise.</p><h2>What the bulls will tell you about that plan</h2><p>The bulls will acknowledge that Sea faces a lot of near-term challenges, but they believe it can overcome those hurdles with three main strategies.</p><p>First and foremost, Sea has been reining in Shopee&#39;s expenses by shutting down its operations in India, reducing its presence in Latin America -- which is still dominated by <b>MercadoLibre</b> -- and downsizing its core Southeast Asian business with layoffs in Singapore and Indonesia. Those efforts could gradually right-size its business, narrow its losses, and free up more resources for expanding SeaMoney across Southeast Asia.</p><p>As for <i>Free Fire</i>, it&#39;s still the highest-grossing mobile game in Southeast Asia and Latin America. Garena believes it can extend the aging game&#39;s lifespan with fresh content, esports competitions, and an upgraded version called <i>Free Fire MAX</i>. All those strategies could stabilize its growth in a post-pandemic market and buy it more time to develop fresh games.</p><p>Lastly, Sea can afford to operate at a loss for the foreseeable future. It raised more than $6 billion last year in a big stock and convertible bond sale, and it ended last quarter with $6.5 billion in cash and equivalents.</p><p>Analysts still expect Sea&#39;s revenue to grow by at least 20% annually over the next few years. That&#39;s an impressive growth rate for a stock that trades at less than three times this year&#39;s sales. MercadoLibre -- which is growing slightly faster than Sea -- trades at four times this year&#39;s sales.</p><h2>Which thesis makes more sense?</h2><p>I personally believe the bearish thesis still makes more sense. Shopee needs to prove that it can keep growing even as it reins in its discounts, while Garena desperately needs<i>Free Fire</i>to remain popular as the gaming sector cools off. If either of those wobbly strategies fails, it will face an even more painful landing. Therefore, investors should stick with better-run companies --like MercadoLibre or <b>Pinduoduo</b> -- if they&#39;re looking for an overseas e-commerce play in this tough market.</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>Sea Limited Stock: Bear vs. Bull</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 Stock: Bear vs. Bull\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-09-22 08:54 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2022/09/21/sea-limited-stock-bear-vs-bull/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>KEY POINTSSea Limited’s stock has plunged over the past year.The bears believe its e-commerce and gaming businesses will face tough post-pandemic slowdowns as its losses widen.The bulls expect it to ...</p>\n\n<a href=\"https://www.fool.com/investing/2022/09/21/sea-limited-stock-bear-vs-bull/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"SE":"Sea Ltd"},"source_url":"https://www.fool.com/investing/2022/09/21/sea-limited-stock-bear-vs-bull/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1177400795","content_text":"KEY POINTSSea Limited’s stock has plunged over the past year.The bears believe its e-commerce and gaming businesses will face tough post-pandemic slowdowns as its losses widen.The bulls expect it to overcome those near-term challenges with more disciplined spending and the expansion of its fintech ecosystem.Sea Limited's stock price has declined more than 80% since it closed at an all-time high of $366.99 last October. The market's enthusiasm for the Southeast Asian e-commerce and gaming giant fizzled out as its growth decelerated in a post-pandemic market and its losses widened.But even after that steep pullback, Sea's stock has still quadrupled since its IPO nearly five years ago. Let's review the bear and bull cases for Sea to see if it can stabilize and continue growing over the next few years.IMAGE SOURCE: GETTY IMAGES.Sea's delicate balancing actSea generated 59% of its revenue last quarter from its e-commerce division. This segment houses Shopee, the leading online marketplace in Southeast Asia and Taiwan. Shopee conquered both markets by undercutting its competitors with loss-leading promotions and subsidies.Another 31% of Sea's quarterly revenue came from its gaming unit Garena. Garena generates most of its revenue from a single hit game, Free Fire, which was launched in 2017. Free Fire initially generated a stream of higher-margin revenue for Garena that partly offset Shopee's losses.The remaining 10% of Sea's revenue came from its nascent fintech business, which includes its SeaMoney payments platform and other financial services. Like Shopee, this growing segment remains deeply unprofitable.Simply put, Sea has been balancing several unprofitable businesses on top of a single mobile game. Management likely believed it could maintain that balancing act for at least a few more years as economies of scale kicked in at Shopee and Garena diversified its portfolio with new games. It also expected that shaky scaffolding to support Shopee's expansion into other crowded e-commerce markets like India and Latin America.What the bears will tell you about that planThe bears believe that, like many e-commerce and gaming companies, Shopee and Garena will both face tough slowdowns in a post-lockdown world.Sea's e-commerce and other services (including fintech) revenue soared 157% to $4.6 billion in 2021, then grew another 84% year over year to $3.3 billion in the first half of 2022. But within that total, Shopee's adjusted EBITDA (earnings before interest, taxes, depreciation, and amortization) loss nearly doubled to $2.6 billion in 2021, then widened year over year from $993 million to $1.4 billion in the first half of 2022.As Shopee's growth cooled off and its losses widened, Free Fire lost its momentum. Garena's bookings rose 44% to $4.6 billion in 2021 but fell 34% year over year to $1.5 billion in the first half of 2022. That slowdown was exacerbated by an abrupt ban in India, one of its top markets, earlier this year. As that profit engine stalls out, Sea's losses will widen further.The bears will claim that Sea's business is collapsing like a house of cards. Analysts expect its revenue to rise just 25% to $12.4 billion this year as its adjusted EBITDA loss widens to $2 billion. That slowing growth and red ink will make Sea a tough stock to own as interest rates continue to rise.What the bulls will tell you about that planThe bulls will acknowledge that Sea faces a lot of near-term challenges, but they believe it can overcome those hurdles with three main strategies.First and foremost, Sea has been reining in Shopee's expenses by shutting down its operations in India, reducing its presence in Latin America -- which is still dominated by MercadoLibre -- and downsizing its core Southeast Asian business with layoffs in Singapore and Indonesia. Those efforts could gradually right-size its business, narrow its losses, and free up more resources for expanding SeaMoney across Southeast Asia.As for Free Fire, it's still the highest-grossing mobile game in Southeast Asia and Latin America. Garena believes it can extend the aging game's lifespan with fresh content, esports competitions, and an upgraded version called Free Fire MAX. All those strategies could stabilize its growth in a post-pandemic market and buy it more time to develop fresh games.Lastly, Sea can afford to operate at a loss for the foreseeable future. It raised more than $6 billion last year in a big stock and convertible bond sale, and it ended last quarter with $6.5 billion in cash and equivalents.Analysts still expect Sea's revenue to grow by at least 20% annually over the next few years. That's an impressive growth rate for a stock that trades at less than three times this year's sales. MercadoLibre -- which is growing slightly faster than Sea -- trades at four times this year's sales.Which thesis makes more sense?I personally believe the bearish thesis still makes more sense. Shopee needs to prove that it can keep growing even as it reins in its discounts, while Garena desperately needsFree Fireto remain popular as the gaming sector cools off. If either of those wobbly strategies fails, it will face an even more painful landing. Therefore, investors should stick with better-run companies --like MercadoLibre or Pinduoduo -- if they're looking for an overseas e-commerce play in this tough market.","news_type":1},"isVote":1,"tweetType":1,"viewCount":71,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9919555474,"gmtCreate":1663826721998,"gmtModify":1676537345123,"author":{"id":"3562062896102327","authorId":"3562062896102327","name":"johnpang","avatar":"https://static.tigerbbs.com/67d6cf5d85cb48ff1ee32e23d1266f98","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3562062896102327","authorIdStr":"3562062896102327"},"themes":[],"htmlText":"Ok&nbsp;","listText":"Ok&nbsp;","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9919555474","repostId":"1115974146","repostType":4,"repost":{"id":"1115974146","kind":"news","pubTimestamp":1663819121,"share":"https://ttm.financial/m/news/1115974146?lang=&edition=fundamental","pubTime":"2022-09-22 11:58","market":"us","language":"en","title":"What Can You Expect on Tesla AI Day?","url":"https://stock-news.laohu8.com/highlight/detail?id=1115974146","media":"ZDNet","summary":"Tesla AI Day is sure to feature news about electric vehicles, but with Tesla, there are always surpr","content":"<html><head></head><body><p>Tesla AI Day is sure to feature news about electric vehicles, but with Tesla, there are always surprises.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/8af607ff9369bf7529d2591dfefba8f0\" tg-width=\"1200\" tg-height=\"675\" width=\"100%\" height=\"auto\"/><span>Image: Tesla</span></p><p>Tesla AI Day is Tesla&#39;s annual event in which the company reveals all of its upcoming projects and showcases its latest technology. The event will take place on September 30 and is expected to be live-streamed on both the Tesla website and on YouTube. If you are debating whether or not to tune in, here is what you can expect.</p><p>This event is similar to other major tech companies&#39; annual events, such as Apple&#39;s Far Outevent that took place earlier this month, Samsung&#39;s Unpacked events or Google&#39;s annual I/O keynotes. It&#39;s an opportunity for the public to learn about what is to come.</p><p>Although news about Tesla electric vehicles makes up a good portion of these events, with Tesla, there are always surprises. Last year, the biggest surprise was the dancing robot that walked onto the stage to accompany Tesla CEO Elon Musk. A man dressed in a robot suit was Tesla&#39;s creative way of announcing its first humanoid robot, Optimus.</p><p>This Tesla AI Day will likely discuss Optimus,self-driving cars, Tesla Cybertruck, Tesla Supercharger V4, Dojo chip, and robotaxi.</p><h2>Optimus</h2><h2><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/3b9bb6085078a743ac2173ff4d2e0c74\" tg-width=\"1200\" tg-height=\"739\" width=\"100%\" height=\"auto\"/><span>Image: Tesla</span></p></h2><p>After all the buzz that Optimus created last year, it can be expected that the humanoid robot will be at the forefront of this year&#39;s event. Musk unofficially confirmed that Optimus would be a topic of discussion at this year&#39;s event by switching the event date from August 19 to September 30, due to the availability of an Optimus prototype at the later date.</p><p><img src=\"https://static.tigerbbs.com/1590424037d7b62e1adc1b866bca7f3a\" tg-width=\"829\" tg-height=\"380\" width=\"100%\" height=\"auto\"/></p><p>So what is the hype about Optimus? Besides its futuristic design that makes it look like it came right out of a sci-fi movie, Optimus is garnering attention because it is a humanoid robot powered by Tesla&#39;s AI that could revolutionize the way people do things.</p><p>Also known as the Tesla bot, Optimus would be a 5-foot 8-inch robot that can perform human tasks such as carrying 45 pounds and deadlifting 145 pounds.</p><p>&#34;It&#39;s intended to be friendly, of course, and navigate through a world built for humans and eliminate dangerous, repetitive and boring tasks,&#34; said Musk at last year&#39;s Tesla AI Day.</p><p>People remain skeptical at who the intended consumer for this product is, as it will likely be a hefty investment for an average household. Also, robots have never really been implemented into households, with the exception of robots of the Roomba sort, so the release of this product would be a drastic departure from current technology.</p><p>Other applications for the robot would be factories and the service industry, which could benefit from the assistance the AI-driven robot could provide.</p><h2>Self-driving cars</h2><h2><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/ad59573afe6b2df8bb78b68c6326b889\" tg-width=\"1200\" tg-height=\"675\" width=\"100%\" height=\"auto\"/><span>Image: Tesla</span></p></h2><p>Although the promise of a Tesla self-driving car is nothing new, Tesla has yet to release a self-driving car to the public. At an energy conference in Norway last month, Musk announced his plans to get Tesla&#39;s self-driving technology ready for release by year-end, according to a Reuters report.</p><p>Musk has shown he is very passionate about self-driving vehicle technology, proclaiming: &#34;Self-driving electric cars will be all that matters. Gas car without autonomy will be like riding a horse &amp; using a flip phone. That still happens, but it&#39;s niche,&#34; via Twitter.</p><p>Since Musk first announced the idea in 2016, there have been several new release dates each year, which all came up short. He even promised a Tesla self-autonomous trip from NYC to LA, which got delayed to 2017, then 2018, and is yet to happen. So we can expect another update at this event, hopefully with a firm date that comes before the end of the year.</p><p>Tesla&#39;s promised self-driving technology would significantly diverge from existing features -- there will be no driver needed at all.</p><p>Tesla&#39;s current capabilities allow its vehicles to take several autonomous actions, such as autosteer, autopark, auto lane change, identifying stop signs and traffic lights, and slowing your car down when approaching traffic signs. However, human direction is still required.</p><h2>Tesla Cybertruck</h2><h2><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/338e0d0ab9b2b1e8383bc3c7ce9f0140\" tg-width=\"1200\" tg-height=\"715\" width=\"100%\" height=\"auto\"/><span>Image: Gettin Images/FREDERIC J. BROWN</span></p></h2><p>The Tesla Cybertruck is also not a brand-new concept -- it was originally introduced in 2019. However, the model has yet to enter mass production. If you live in North America, you can reserve the truck on the Tesla website.</p><p>Like the self-driving car, the Cybertruck production date keeps getting pushed back. Earlier this year, Tesla pushed production to the first quarter of 2023 instead of its previously anticipated date at the end of 2022, Reuters reported.</p><p>The electric pick-up truck has a unique, geometric design that is unlike any trucks you currently see on the road. The Tesla website claims that the truck offers &#34;better utility than a truck with more performance than a sports car.&#34;</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/9279b54fdf5b6e7fe3c4db183eb3b98e\" tg-width=\"1200\" tg-height=\"675\" width=\"100%\" height=\"auto\"/><span>Image: Tesla</span></p><p>The company says its stand-out features include its nearly impenetrable exoskeleton, Tesla armor glass, and 3,500 pounds of payload capacity.</p><p>After test-driving the truck, Musk teased that the Cybertruck is &#34;awesome.&#34;</p><p><img src=\"https://static.tigerbbs.com/c1ce29a00efc03001f5efbd88f66f3f1\" tg-width=\"830\" tg-height=\"380\" width=\"100%\" height=\"auto\"/></p><p>We can expect Musk to give us an update as to when we can expect the Cybertrucks to be produced and shipped to the public.</p><h2>Tesla Supercharger V4</h2><p>Tesla has yet to officially announce the release of its most advanced supercharger, the Supercharger V4. This charger is supposed to exceed its predecessor, the Supercharger V3, in charging power, with at least 300 kW.</p><p>Despite not announcing the Supercharger, we know what the Supercharger V4 will look like, due to design plans and construction plans that Tesla aficionados dug up and posted on Twitter, and construction plans reveal where the first site will be located.</p><p>Despite the increased power output, the design of the Supercharger V4 will remain basically the same. The design plans reveal that it will have its same shape, with the only difference being that the nozzle will be on the outside as opposed to the hollow inside where it is situated now.</p><p><img src=\"https://static.tigerbbs.com/725cced3b821a4321bdd6f8a299f447f\" tg-width=\"665\" tg-height=\"819\" width=\"100%\" height=\"auto\"/></p><p>We can expect Musk to announce the release and production of the Supercharger V4 as well as details on appearance, location and performance.</p><h2>Dojo chip</h2><h2><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/9384658b6307d9fc586f7501a8157559\" tg-width=\"1200\" tg-height=\"518\" width=\"100%\" height=\"auto\"/><span>Image: Electrek</span></p></h2><p>Dojo refers to Tesla&#39;s in-house supercomputer for machine learning -- an AI-training machine. &#34;Dojo is a neural network training computer optimized for video (for self-driving),&#34; said Musk via Twitter.</p><p><img src=\"https://static.tigerbbs.com/d8dac627189edf5aee06c74baefdfdbd\" tg-width=\"830\" tg-height=\"719\" width=\"100%\" height=\"auto\"/></p><p>At Tesla AI Day last year, Tesla announced the Dojo supercomputer. However, at the time the supercomputer was still being developed. This AI Day, we can expect updates on the development of the Dojo program.</p><h2>Robotaxi</h2><p>Musk first said that the robotaxi would be on the road by the end of 2020. Over two years later, we are still waiting for self-driving Teslas to be released to the public, much less a self-driving taxi.</p><p>However, a couple of months ago, during Tesla&#39;s Q1 2022 earnings call, Musk said: &#34;We aspire to reach volume production of [the robotaxi] in 2024.&#34;</p><p>During this call, Musk also said that the robotaxi would provide the cheapest type of transportation, with a robotaxi ride costing less than a subsidized bus ticket.</p><p>Because of the recent talks of the taxi, it wouldn&#39;t be surprising if on Tesla AI Day we get another update.</p></body></html>","source":"lsy1635896069121","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>What Can You Expect on Tesla AI Day?</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nWhat Can You Expect on Tesla AI Day?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-09-22 11:58 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.zdnet.com/article/what-to-expect-on-tesla-ai-day/><strong>ZDNet</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Tesla AI Day is sure to feature news about electric vehicles, but with Tesla, there are always surprises.Image: TeslaTesla AI Day is Tesla's annual event in which the company reveals all of its ...</p>\n\n<a href=\"https://www.zdnet.com/article/what-to-expect-on-tesla-ai-day/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TSLA":"特斯拉"},"source_url":"https://www.zdnet.com/article/what-to-expect-on-tesla-ai-day/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1115974146","content_text":"Tesla AI Day is sure to feature news about electric vehicles, but with Tesla, there are always surprises.Image: TeslaTesla AI Day is Tesla's annual event in which the company reveals all of its upcoming projects and showcases its latest technology. The event will take place on September 30 and is expected to be live-streamed on both the Tesla website and on YouTube. If you are debating whether or not to tune in, here is what you can expect.This event is similar to other major tech companies' annual events, such as Apple's Far Outevent that took place earlier this month, Samsung's Unpacked events or Google's annual I/O keynotes. It's an opportunity for the public to learn about what is to come.Although news about Tesla electric vehicles makes up a good portion of these events, with Tesla, there are always surprises. Last year, the biggest surprise was the dancing robot that walked onto the stage to accompany Tesla CEO Elon Musk. A man dressed in a robot suit was Tesla's creative way of announcing its first humanoid robot, Optimus.This Tesla AI Day will likely discuss Optimus,self-driving cars, Tesla Cybertruck, Tesla Supercharger V4, Dojo chip, and robotaxi.OptimusImage: TeslaAfter all the buzz that Optimus created last year, it can be expected that the humanoid robot will be at the forefront of this year's event. Musk unofficially confirmed that Optimus would be a topic of discussion at this year's event by switching the event date from August 19 to September 30, due to the availability of an Optimus prototype at the later date.So what is the hype about Optimus? Besides its futuristic design that makes it look like it came right out of a sci-fi movie, Optimus is garnering attention because it is a humanoid robot powered by Tesla's AI that could revolutionize the way people do things.Also known as the Tesla bot, Optimus would be a 5-foot 8-inch robot that can perform human tasks such as carrying 45 pounds and deadlifting 145 pounds.\"It's intended to be friendly, of course, and navigate through a world built for humans and eliminate dangerous, repetitive and boring tasks,\" said Musk at last year's Tesla AI Day.People remain skeptical at who the intended consumer for this product is, as it will likely be a hefty investment for an average household. Also, robots have never really been implemented into households, with the exception of robots of the Roomba sort, so the release of this product would be a drastic departure from current technology.Other applications for the robot would be factories and the service industry, which could benefit from the assistance the AI-driven robot could provide.Self-driving carsImage: TeslaAlthough the promise of a Tesla self-driving car is nothing new, Tesla has yet to release a self-driving car to the public. At an energy conference in Norway last month, Musk announced his plans to get Tesla's self-driving technology ready for release by year-end, according to a Reuters report.Musk has shown he is very passionate about self-driving vehicle technology, proclaiming: \"Self-driving electric cars will be all that matters. Gas car without autonomy will be like riding a horse & using a flip phone. That still happens, but it's niche,\" via Twitter.Since Musk first announced the idea in 2016, there have been several new release dates each year, which all came up short. He even promised a Tesla self-autonomous trip from NYC to LA, which got delayed to 2017, then 2018, and is yet to happen. So we can expect another update at this event, hopefully with a firm date that comes before the end of the year.Tesla's promised self-driving technology would significantly diverge from existing features -- there will be no driver needed at all.Tesla's current capabilities allow its vehicles to take several autonomous actions, such as autosteer, autopark, auto lane change, identifying stop signs and traffic lights, and slowing your car down when approaching traffic signs. However, human direction is still required.Tesla CybertruckImage: Gettin Images/FREDERIC J. BROWNThe Tesla Cybertruck is also not a brand-new concept -- it was originally introduced in 2019. However, the model has yet to enter mass production. If you live in North America, you can reserve the truck on the Tesla website.Like the self-driving car, the Cybertruck production date keeps getting pushed back. Earlier this year, Tesla pushed production to the first quarter of 2023 instead of its previously anticipated date at the end of 2022, Reuters reported.The electric pick-up truck has a unique, geometric design that is unlike any trucks you currently see on the road. The Tesla website claims that the truck offers \"better utility than a truck with more performance than a sports car.\"Image: TeslaThe company says its stand-out features include its nearly impenetrable exoskeleton, Tesla armor glass, and 3,500 pounds of payload capacity.After test-driving the truck, Musk teased that the Cybertruck is \"awesome.\"We can expect Musk to give us an update as to when we can expect the Cybertrucks to be produced and shipped to the public.Tesla Supercharger V4Tesla has yet to officially announce the release of its most advanced supercharger, the Supercharger V4. This charger is supposed to exceed its predecessor, the Supercharger V3, in charging power, with at least 300 kW.Despite not announcing the Supercharger, we know what the Supercharger V4 will look like, due to design plans and construction plans that Tesla aficionados dug up and posted on Twitter, and construction plans reveal where the first site will be located.Despite the increased power output, the design of the Supercharger V4 will remain basically the same. The design plans reveal that it will have its same shape, with the only difference being that the nozzle will be on the outside as opposed to the hollow inside where it is situated now.We can expect Musk to announce the release and production of the Supercharger V4 as well as details on appearance, location and performance.Dojo chipImage: ElectrekDojo refers to Tesla's in-house supercomputer for machine learning -- an AI-training machine. \"Dojo is a neural network training computer optimized for video (for self-driving),\" said Musk via Twitter.At Tesla AI Day last year, Tesla announced the Dojo supercomputer. However, at the time the supercomputer was still being developed. This AI Day, we can expect updates on the development of the Dojo program.RobotaxiMusk first said that the robotaxi would be on the road by the end of 2020. Over two years later, we are still waiting for self-driving Teslas to be released to the public, much less a self-driving taxi.However, a couple of months ago, during Tesla's Q1 2022 earnings call, Musk said: \"We aspire to reach volume production of [the robotaxi] in 2024.\"During this call, Musk also said that the robotaxi would provide the cheapest type of transportation, with a robotaxi ride costing less than a subsidized bus ticket.Because of the recent talks of the taxi, it wouldn't be surprising if on Tesla AI Day we get another update.","news_type":1},"isVote":1,"tweetType":1,"viewCount":68,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9919555635,"gmtCreate":1663826666027,"gmtModify":1676537345115,"author":{"id":"3562062896102327","authorId":"3562062896102327","name":"johnpang","avatar":"https://static.tigerbbs.com/67d6cf5d85cb48ff1ee32e23d1266f98","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3562062896102327","authorIdStr":"3562062896102327"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/UPST\">$Upstart Holdings, Inc.(UPST)$</a>any chance ?","listText":"<a href=\"https://ttm.financial/S/UPST\">$Upstart Holdings, Inc.(UPST)$</a>any chance ?","text":"$Upstart Holdings, Inc.(UPST)$any chance ?","images":[{"img":"https://community-static.tradeup.com/news/3082363ec4bacf50cfab0fd8e7ccb8a0","width":"1080","height":"1920"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9919555635","isVote":1,"tweetType":1,"viewCount":220,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9937410326,"gmtCreate":1663478410266,"gmtModify":1676537277075,"author":{"id":"3562062896102327","authorId":"3562062896102327","name":"johnpang","avatar":"https://static.tigerbbs.com/67d6cf5d85cb48ff1ee32e23d1266f98","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3562062896102327","authorIdStr":"3562062896102327"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/META\">$Meta Platforms, Inc.(META)$</a>any chance?","listText":"<a href=\"https://ttm.financial/S/META\">$Meta Platforms, Inc.(META)$</a>any chance?","text":"$Meta Platforms, Inc.(META)$any chance?","images":[{"img":"https://community-static.tradeup.com/news/ce4024bfec072d3f749730bda761fded","width":"1080","height":"1920"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9937410326","isVote":1,"tweetType":1,"viewCount":77,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9937437416,"gmtCreate":1663478312635,"gmtModify":1676537277068,"author":{"id":"3562062896102327","authorId":"3562062896102327","name":"johnpang","avatar":"https://static.tigerbbs.com/67d6cf5d85cb48ff1ee32e23d1266f98","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3562062896102327","authorIdStr":"3562062896102327"},"themes":[],"htmlText":"Ok&nbsp;","listText":"Ok&nbsp;","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":3,"repostSize":0,"link":"https://ttm.financial/post/9937437416","repostId":"2268672370","repostType":4,"repost":{"id":"2268672370","kind":"highlight","pubTimestamp":1663460267,"share":"https://ttm.financial/m/news/2268672370?lang=&edition=fundamental","pubTime":"2022-09-18 08:17","market":"us","language":"en","title":"Can the Fed Tame Inflation Without Further Crushing the Stock Market? What Investors Need to Know","url":"https://stock-news.laohu8.com/highlight/detail?id=2268672370","media":"MarketWatch","summary":"Investors should brace for more volatility with policy makers expected to deliver another jumbo rate","content":"<html><head></head><body><p>Investors should brace for more volatility with policy makers expected to deliver another jumbo rate hike</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/5b4166c0ac7b0bdf7caa1837ef618a67\" tg-width=\"700\" tg-height=\"487\" width=\"100%\" height=\"auto\"/><span>Fed Chair Jerome Powell says bringing down inflation will cause pain for households and businesses.</span></p><p>The Federal Reserve isn’t trying to slam the stock market as it rapidly raises interest rates in its bid to slow inflation still running red hot — but investors need to be prepared for more pain and volatility because policy makers aren’t going to be cowed by a deepening selloff, investors and strategists said.</p><p>“I don’t think they’re necessarily trying to drive inflation down by destroying stock prices or bond prices, but it is having that effect.” said Tim Courtney, chief investment officer at Exencial Wealth Advisors, in an interview.</p><p>U.S. stocks fell sharply in the past week after hopes for a pronounced cooling in inflation were dashed by a hotter-than-expected August inflation reading. The data cemented expectations among fed-funds futures traders for a rate hike of at least 75 basis points when the Fed concludes its policy meeting on Sept. 21, with some traders and analysts looking for an increase of 100 basis points, or a full percentage point.</p><p>The Dow Jones Industrial Average logged a 4.1% weekly fall, while the S&amp;P 500 dropped 4.8% and the Nasdaq Composite suffered a 5.5% decline. The S&amp;P 500 ended Friday below the 3,900 level viewed as an important area of technical support, with some chart watchers eyeing the potential for a test of the large-cap benchmark’s 2022 low at 3,666.77 set on June 16.</p><p>A profit warning from global shipping giant and economic bellwether FedEx Corp. further stoked recession fears, contributing to stock-market losses on Friday.</p><p>Treasurys also fell, with yield on the 2-year Treasury note soaring to a nearly 15-year high above 3.85% on expectations the Fed will continue pushing rates higher in coming months. Yields rise as prices fall.</p><p>Investors are operating in an environment where the central bank’s need to rein in stubborn inflation is widely seen having eliminated the notion of a figurative “Fed put” on the stock market.</p><p>The concept of a Fed put has been around since at least the October 1987 stock-market crash prompted the Alan Greenspan-led central bank to lower interest rates. An actual put option is a financial derivative that gives the holder the right but not the obligation to sell the underlying asset at a set level, known as the strike price, serving as an insurance policy against a market decline.</p><p>Some economists and analysts have even suggested the Fed should welcome or even aim for market losses, which could serve to tighten financial conditions as investors scale back spending.</p><p>William Dudley, the former president of the New York Fed, argued earlier this year that the central bank won’t get a handle on inflation that’s running near a 40-year high unless they make investors suffer. “It’s hard to know how much the Federal Reserve will need to do to get inflation under control,” wrote Dudley in a Bloomberg column in April. “But one thing is certain: to be effective, it’ll have to inflict more losses on stock and bond investors than it has so far.”</p><p>Some market participants aren’t convinced. Aoifinn Devitt, chief investment officer at Moneta,said the Fed likely sees stock-market volatility as a byproduct of its efforts to tighten monetary policy, not an objective.</p><p>“They recognize that stocks can be collateral damage in a tightening cycle,” but that doesn’t mean that stocks “have to collapse,” Devitt said.</p><p>The Fed, however, is prepared to tolerate seeing markets decline and the economy slow and even tip into recession as it focuses on taming inflation, she said.</p><p>The Federal Reserve held the fed funds target rate at a range of 0% to 0.25% between 2008 and 2015, as it dealt with the financial crisis and its aftermath. The Fed also cut rates to near zero again in March 2020 in response to the COVID-19 pandemic. With a rock-bottom interest rate, the Dow skyrocketed over 40%, while the large-cap index S&amp;P 500 jumped over 60% between March 2020 and December 2021, according to Dow Jones Market Data.</p><p>Investors got used to “the tailwind for over a decade with falling interest rates” while looking for the Fed to step in with its “put” should the going get rocky, said Courtney at Exencial Wealth Advisors.</p><p>“I think (now) the Fed message is ‘you’re not gonna get this tailwind anymore’,” Courtney told MarketWatch on Thursday. “I think markets can grow, but they’re gonna have to grow on their own because the markets are like a greenhouse where the temperatures have to be kept at a certain level all day and all night, and I think that’s the message that markets can and should grow on their own without the greenhouse effect.”</p><p>Meanwhile, the Fed’s aggressive stance means investors should be prepared for what may be a “few more daily stabs downward” that could eventually prove to be a “final big flush,” said Liz Young, head of investment strategy at SoFi, in a Thursday note.</p><p>“This may sound odd, but if that happens swiftly, meaning within the next couple months, that actually becomes the bull case in my view,” she said. “It could be a quick and painful drop, resulting in a renewed move higher later in the year that’s more durable, as inflation falls more notably.”</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>Can the Fed Tame Inflation Without Further Crushing the Stock Market? What Investors Need to Know</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\">\nCan the Fed Tame Inflation Without Further Crushing the Stock Market? What Investors Need to Know\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-09-18 08:17 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.marketwatch.com/story/the-fed-isnt-trying-to-wreck-the-stock-market-as-it-wrestles-with-inflation-but-it-isnt-going-to-ride-to-the-rescue-11663366540?mod=home-page><strong>MarketWatch</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Investors should brace for more volatility with policy makers expected to deliver another jumbo rate hikeFed Chair Jerome Powell says bringing down inflation will cause pain for households and ...</p>\n\n<a href=\"https://www.marketwatch.com/story/the-fed-isnt-trying-to-wreck-the-stock-market-as-it-wrestles-with-inflation-but-it-isnt-going-to-ride-to-the-rescue-11663366540?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",".IXIC":"NASDAQ Composite"},"source_url":"https://www.marketwatch.com/story/the-fed-isnt-trying-to-wreck-the-stock-market-as-it-wrestles-with-inflation-but-it-isnt-going-to-ride-to-the-rescue-11663366540?mod=home-page","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2268672370","content_text":"Investors should brace for more volatility with policy makers expected to deliver another jumbo rate hikeFed Chair Jerome Powell says bringing down inflation will cause pain for households and businesses.The Federal Reserve isn’t trying to slam the stock market as it rapidly raises interest rates in its bid to slow inflation still running red hot — but investors need to be prepared for more pain and volatility because policy makers aren’t going to be cowed by a deepening selloff, investors and strategists said.“I don’t think they’re necessarily trying to drive inflation down by destroying stock prices or bond prices, but it is having that effect.” said Tim Courtney, chief investment officer at Exencial Wealth Advisors, in an interview.U.S. stocks fell sharply in the past week after hopes for a pronounced cooling in inflation were dashed by a hotter-than-expected August inflation reading. The data cemented expectations among fed-funds futures traders for a rate hike of at least 75 basis points when the Fed concludes its policy meeting on Sept. 21, with some traders and analysts looking for an increase of 100 basis points, or a full percentage point.The Dow Jones Industrial Average logged a 4.1% weekly fall, while the S&P 500 dropped 4.8% and the Nasdaq Composite suffered a 5.5% decline. The S&P 500 ended Friday below the 3,900 level viewed as an important area of technical support, with some chart watchers eyeing the potential for a test of the large-cap benchmark’s 2022 low at 3,666.77 set on June 16.A profit warning from global shipping giant and economic bellwether FedEx Corp. further stoked recession fears, contributing to stock-market losses on Friday.Treasurys also fell, with yield on the 2-year Treasury note soaring to a nearly 15-year high above 3.85% on expectations the Fed will continue pushing rates higher in coming months. Yields rise as prices fall.Investors are operating in an environment where the central bank’s need to rein in stubborn inflation is widely seen having eliminated the notion of a figurative “Fed put” on the stock market.The concept of a Fed put has been around since at least the October 1987 stock-market crash prompted the Alan Greenspan-led central bank to lower interest rates. An actual put option is a financial derivative that gives the holder the right but not the obligation to sell the underlying asset at a set level, known as the strike price, serving as an insurance policy against a market decline.Some economists and analysts have even suggested the Fed should welcome or even aim for market losses, which could serve to tighten financial conditions as investors scale back spending.William Dudley, the former president of the New York Fed, argued earlier this year that the central bank won’t get a handle on inflation that’s running near a 40-year high unless they make investors suffer. “It’s hard to know how much the Federal Reserve will need to do to get inflation under control,” wrote Dudley in a Bloomberg column in April. “But one thing is certain: to be effective, it’ll have to inflict more losses on stock and bond investors than it has so far.”Some market participants aren’t convinced. Aoifinn Devitt, chief investment officer at Moneta,said the Fed likely sees stock-market volatility as a byproduct of its efforts to tighten monetary policy, not an objective.“They recognize that stocks can be collateral damage in a tightening cycle,” but that doesn’t mean that stocks “have to collapse,” Devitt said.The Fed, however, is prepared to tolerate seeing markets decline and the economy slow and even tip into recession as it focuses on taming inflation, she said.The Federal Reserve held the fed funds target rate at a range of 0% to 0.25% between 2008 and 2015, as it dealt with the financial crisis and its aftermath. The Fed also cut rates to near zero again in March 2020 in response to the COVID-19 pandemic. With a rock-bottom interest rate, the Dow skyrocketed over 40%, while the large-cap index S&P 500 jumped over 60% between March 2020 and December 2021, according to Dow Jones Market Data.Investors got used to “the tailwind for over a decade with falling interest rates” while looking for the Fed to step in with its “put” should the going get rocky, said Courtney at Exencial Wealth Advisors.“I think (now) the Fed message is ‘you’re not gonna get this tailwind anymore’,” Courtney told MarketWatch on Thursday. “I think markets can grow, but they’re gonna have to grow on their own because the markets are like a greenhouse where the temperatures have to be kept at a certain level all day and all night, and I think that’s the message that markets can and should grow on their own without the greenhouse effect.”Meanwhile, the Fed’s aggressive stance means investors should be prepared for what may be a “few more daily stabs downward” that could eventually prove to be a “final big flush,” said Liz Young, head of investment strategy at SoFi, in a Thursday note.“This may sound odd, but if that happens swiftly, meaning within the next couple months, that actually becomes the bull case in my view,” she said. “It could be a quick and painful drop, resulting in a renewed move higher later in the year that’s more durable, as inflation falls more notably.”","news_type":1},"isVote":1,"tweetType":1,"viewCount":81,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"hots":[{"id":9055297372,"gmtCreate":1655273869296,"gmtModify":1676535602402,"author":{"id":"3562062896102327","authorId":"3562062896102327","name":"johnpang","avatar":"https://static.tigerbbs.com/67d6cf5d85cb48ff1ee32e23d1266f98","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3562062896102327","authorIdStr":"3562062896102327"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/APPS\">$Digital Turbine(APPS)$</a>target price was 40, what happen&nbsp;","listText":"<a href=\"https://ttm.financial/S/APPS\">$Digital Turbine(APPS)$</a>target price was 40, what happen&nbsp;","text":"$Digital Turbine(APPS)$target price was 40, what happen","images":[{"img":"https://community-static.tradeup.com/news/a57175e5c1a04496da266190669e45d2","width":"1080","height":"1920"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":9,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9055297372","isVote":1,"tweetType":1,"viewCount":159,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9902672213,"gmtCreate":1659699221536,"gmtModify":1704790591842,"author":{"id":"3562062896102327","authorId":"3562062896102327","name":"johnpang","avatar":"https://static.tigerbbs.com/67d6cf5d85cb48ff1ee32e23d1266f98","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3562062896102327","authorIdStr":"3562062896102327"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/UPST\">$Upstart Holdings, Inc.(UPST)$</a>shit stock , when will recover&nbsp;","listText":"<a href=\"https://ttm.financial/S/UPST\">$Upstart Holdings, Inc.(UPST)$</a>shit stock , when will recover&nbsp;","text":"$Upstart Holdings, Inc.(UPST)$shit stock , when will recover","images":[{"img":"https://community-static.tradeup.com/news/8bf2bd88bf9bb87ee8571df5a0bdcead","width":"1080","height":"1920"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9902672213","isVote":1,"tweetType":1,"viewCount":357,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":819577551,"gmtCreate":1630081588373,"gmtModify":1676530220972,"author":{"id":"3562062896102327","authorId":"3562062896102327","name":"johnpang","avatar":"https://static.tigerbbs.com/67d6cf5d85cb48ff1ee32e23d1266f98","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3562062896102327","authorIdStr":"3562062896102327"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/SPRT\">$Support.com(SPRT)$</a>how I wish I have buy more&nbsp;","listText":"<a href=\"https://laohu8.com/S/SPRT\">$Support.com(SPRT)$</a>how I wish I have buy more&nbsp;","text":"$Support.com(SPRT)$how I wish I have buy more","images":[{"img":"https://static.tigerbbs.com/ff4275259d3d5b124aa22ef5387c6917","width":"1080","height":"1920"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":10,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/819577551","isVote":1,"tweetType":1,"viewCount":673,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9937437416,"gmtCreate":1663478312635,"gmtModify":1676537277068,"author":{"id":"3562062896102327","authorId":"3562062896102327","name":"johnpang","avatar":"https://static.tigerbbs.com/67d6cf5d85cb48ff1ee32e23d1266f98","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3562062896102327","authorIdStr":"3562062896102327"},"themes":[],"htmlText":"Ok&nbsp;","listText":"Ok&nbsp;","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":3,"repostSize":0,"link":"https://ttm.financial/post/9937437416","repostId":"2268672370","repostType":4,"repost":{"id":"2268672370","kind":"highlight","pubTimestamp":1663460267,"share":"https://ttm.financial/m/news/2268672370?lang=&edition=fundamental","pubTime":"2022-09-18 08:17","market":"us","language":"en","title":"Can the Fed Tame Inflation Without Further Crushing the Stock Market? What Investors Need to Know","url":"https://stock-news.laohu8.com/highlight/detail?id=2268672370","media":"MarketWatch","summary":"Investors should brace for more volatility with policy makers expected to deliver another jumbo rate","content":"<html><head></head><body><p>Investors should brace for more volatility with policy makers expected to deliver another jumbo rate hike</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/5b4166c0ac7b0bdf7caa1837ef618a67\" tg-width=\"700\" tg-height=\"487\" width=\"100%\" height=\"auto\"/><span>Fed Chair Jerome Powell says bringing down inflation will cause pain for households and businesses.</span></p><p>The Federal Reserve isn’t trying to slam the stock market as it rapidly raises interest rates in its bid to slow inflation still running red hot — but investors need to be prepared for more pain and volatility because policy makers aren’t going to be cowed by a deepening selloff, investors and strategists said.</p><p>“I don’t think they’re necessarily trying to drive inflation down by destroying stock prices or bond prices, but it is having that effect.” said Tim Courtney, chief investment officer at Exencial Wealth Advisors, in an interview.</p><p>U.S. stocks fell sharply in the past week after hopes for a pronounced cooling in inflation were dashed by a hotter-than-expected August inflation reading. The data cemented expectations among fed-funds futures traders for a rate hike of at least 75 basis points when the Fed concludes its policy meeting on Sept. 21, with some traders and analysts looking for an increase of 100 basis points, or a full percentage point.</p><p>The Dow Jones Industrial Average logged a 4.1% weekly fall, while the S&amp;P 500 dropped 4.8% and the Nasdaq Composite suffered a 5.5% decline. The S&amp;P 500 ended Friday below the 3,900 level viewed as an important area of technical support, with some chart watchers eyeing the potential for a test of the large-cap benchmark’s 2022 low at 3,666.77 set on June 16.</p><p>A profit warning from global shipping giant and economic bellwether FedEx Corp. further stoked recession fears, contributing to stock-market losses on Friday.</p><p>Treasurys also fell, with yield on the 2-year Treasury note soaring to a nearly 15-year high above 3.85% on expectations the Fed will continue pushing rates higher in coming months. Yields rise as prices fall.</p><p>Investors are operating in an environment where the central bank’s need to rein in stubborn inflation is widely seen having eliminated the notion of a figurative “Fed put” on the stock market.</p><p>The concept of a Fed put has been around since at least the October 1987 stock-market crash prompted the Alan Greenspan-led central bank to lower interest rates. An actual put option is a financial derivative that gives the holder the right but not the obligation to sell the underlying asset at a set level, known as the strike price, serving as an insurance policy against a market decline.</p><p>Some economists and analysts have even suggested the Fed should welcome or even aim for market losses, which could serve to tighten financial conditions as investors scale back spending.</p><p>William Dudley, the former president of the New York Fed, argued earlier this year that the central bank won’t get a handle on inflation that’s running near a 40-year high unless they make investors suffer. “It’s hard to know how much the Federal Reserve will need to do to get inflation under control,” wrote Dudley in a Bloomberg column in April. “But one thing is certain: to be effective, it’ll have to inflict more losses on stock and bond investors than it has so far.”</p><p>Some market participants aren’t convinced. Aoifinn Devitt, chief investment officer at Moneta,said the Fed likely sees stock-market volatility as a byproduct of its efforts to tighten monetary policy, not an objective.</p><p>“They recognize that stocks can be collateral damage in a tightening cycle,” but that doesn’t mean that stocks “have to collapse,” Devitt said.</p><p>The Fed, however, is prepared to tolerate seeing markets decline and the economy slow and even tip into recession as it focuses on taming inflation, she said.</p><p>The Federal Reserve held the fed funds target rate at a range of 0% to 0.25% between 2008 and 2015, as it dealt with the financial crisis and its aftermath. The Fed also cut rates to near zero again in March 2020 in response to the COVID-19 pandemic. With a rock-bottom interest rate, the Dow skyrocketed over 40%, while the large-cap index S&amp;P 500 jumped over 60% between March 2020 and December 2021, according to Dow Jones Market Data.</p><p>Investors got used to “the tailwind for over a decade with falling interest rates” while looking for the Fed to step in with its “put” should the going get rocky, said Courtney at Exencial Wealth Advisors.</p><p>“I think (now) the Fed message is ‘you’re not gonna get this tailwind anymore’,” Courtney told MarketWatch on Thursday. “I think markets can grow, but they’re gonna have to grow on their own because the markets are like a greenhouse where the temperatures have to be kept at a certain level all day and all night, and I think that’s the message that markets can and should grow on their own without the greenhouse effect.”</p><p>Meanwhile, the Fed’s aggressive stance means investors should be prepared for what may be a “few more daily stabs downward” that could eventually prove to be a “final big flush,” said Liz Young, head of investment strategy at SoFi, in a Thursday note.</p><p>“This may sound odd, but if that happens swiftly, meaning within the next couple months, that actually becomes the bull case in my view,” she said. “It could be a quick and painful drop, resulting in a renewed move higher later in the year that’s more durable, as inflation falls more notably.”</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>Can the Fed Tame Inflation Without Further Crushing the Stock Market? What Investors Need to Know</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\">\nCan the Fed Tame Inflation Without Further Crushing the Stock Market? What Investors Need to Know\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-09-18 08:17 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.marketwatch.com/story/the-fed-isnt-trying-to-wreck-the-stock-market-as-it-wrestles-with-inflation-but-it-isnt-going-to-ride-to-the-rescue-11663366540?mod=home-page><strong>MarketWatch</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Investors should brace for more volatility with policy makers expected to deliver another jumbo rate hikeFed Chair Jerome Powell says bringing down inflation will cause pain for households and ...</p>\n\n<a href=\"https://www.marketwatch.com/story/the-fed-isnt-trying-to-wreck-the-stock-market-as-it-wrestles-with-inflation-but-it-isnt-going-to-ride-to-the-rescue-11663366540?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",".IXIC":"NASDAQ Composite"},"source_url":"https://www.marketwatch.com/story/the-fed-isnt-trying-to-wreck-the-stock-market-as-it-wrestles-with-inflation-but-it-isnt-going-to-ride-to-the-rescue-11663366540?mod=home-page","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2268672370","content_text":"Investors should brace for more volatility with policy makers expected to deliver another jumbo rate hikeFed Chair Jerome Powell says bringing down inflation will cause pain for households and businesses.The Federal Reserve isn’t trying to slam the stock market as it rapidly raises interest rates in its bid to slow inflation still running red hot — but investors need to be prepared for more pain and volatility because policy makers aren’t going to be cowed by a deepening selloff, investors and strategists said.“I don’t think they’re necessarily trying to drive inflation down by destroying stock prices or bond prices, but it is having that effect.” said Tim Courtney, chief investment officer at Exencial Wealth Advisors, in an interview.U.S. stocks fell sharply in the past week after hopes for a pronounced cooling in inflation were dashed by a hotter-than-expected August inflation reading. The data cemented expectations among fed-funds futures traders for a rate hike of at least 75 basis points when the Fed concludes its policy meeting on Sept. 21, with some traders and analysts looking for an increase of 100 basis points, or a full percentage point.The Dow Jones Industrial Average logged a 4.1% weekly fall, while the S&P 500 dropped 4.8% and the Nasdaq Composite suffered a 5.5% decline. The S&P 500 ended Friday below the 3,900 level viewed as an important area of technical support, with some chart watchers eyeing the potential for a test of the large-cap benchmark’s 2022 low at 3,666.77 set on June 16.A profit warning from global shipping giant and economic bellwether FedEx Corp. further stoked recession fears, contributing to stock-market losses on Friday.Treasurys also fell, with yield on the 2-year Treasury note soaring to a nearly 15-year high above 3.85% on expectations the Fed will continue pushing rates higher in coming months. Yields rise as prices fall.Investors are operating in an environment where the central bank’s need to rein in stubborn inflation is widely seen having eliminated the notion of a figurative “Fed put” on the stock market.The concept of a Fed put has been around since at least the October 1987 stock-market crash prompted the Alan Greenspan-led central bank to lower interest rates. An actual put option is a financial derivative that gives the holder the right but not the obligation to sell the underlying asset at a set level, known as the strike price, serving as an insurance policy against a market decline.Some economists and analysts have even suggested the Fed should welcome or even aim for market losses, which could serve to tighten financial conditions as investors scale back spending.William Dudley, the former president of the New York Fed, argued earlier this year that the central bank won’t get a handle on inflation that’s running near a 40-year high unless they make investors suffer. “It’s hard to know how much the Federal Reserve will need to do to get inflation under control,” wrote Dudley in a Bloomberg column in April. “But one thing is certain: to be effective, it’ll have to inflict more losses on stock and bond investors than it has so far.”Some market participants aren’t convinced. Aoifinn Devitt, chief investment officer at Moneta,said the Fed likely sees stock-market volatility as a byproduct of its efforts to tighten monetary policy, not an objective.“They recognize that stocks can be collateral damage in a tightening cycle,” but that doesn’t mean that stocks “have to collapse,” Devitt said.The Fed, however, is prepared to tolerate seeing markets decline and the economy slow and even tip into recession as it focuses on taming inflation, she said.The Federal Reserve held the fed funds target rate at a range of 0% to 0.25% between 2008 and 2015, as it dealt with the financial crisis and its aftermath. The Fed also cut rates to near zero again in March 2020 in response to the COVID-19 pandemic. With a rock-bottom interest rate, the Dow skyrocketed over 40%, while the large-cap index S&P 500 jumped over 60% between March 2020 and December 2021, according to Dow Jones Market Data.Investors got used to “the tailwind for over a decade with falling interest rates” while looking for the Fed to step in with its “put” should the going get rocky, said Courtney at Exencial Wealth Advisors.“I think (now) the Fed message is ‘you’re not gonna get this tailwind anymore’,” Courtney told MarketWatch on Thursday. “I think markets can grow, but they’re gonna have to grow on their own because the markets are like a greenhouse where the temperatures have to be kept at a certain level all day and all night, and I think that’s the message that markets can and should grow on their own without the greenhouse effect.”Meanwhile, the Fed’s aggressive stance means investors should be prepared for what may be a “few more daily stabs downward” that could eventually prove to be a “final big flush,” said Liz Young, head of investment strategy at SoFi, in a Thursday note.“This may sound odd, but if that happens swiftly, meaning within the next couple months, that actually becomes the bull case in my view,” she said. “It could be a quick and painful drop, resulting in a renewed move higher later in the year that’s more durable, as inflation falls more notably.”","news_type":1},"isVote":1,"tweetType":1,"viewCount":81,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9020572407,"gmtCreate":1652668827909,"gmtModify":1676535137483,"author":{"id":"3562062896102327","authorId":"3562062896102327","name":"johnpang","avatar":"https://static.tigerbbs.com/67d6cf5d85cb48ff1ee32e23d1266f98","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3562062896102327","authorIdStr":"3562062896102327"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/APPS\">$Digital Turbine(APPS)$</a>sell or hold&nbsp;","listText":"<a href=\"https://ttm.financial/S/APPS\">$Digital Turbine(APPS)$</a>sell or hold&nbsp;","text":"$Digital Turbine(APPS)$sell or hold","images":[{"img":"https://community-static.tradeup.com/news/0fb1205da639f0ca4a18379a9da0d1b9","width":"1080","height":"1920"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9020572407","isVote":1,"tweetType":1,"viewCount":577,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9042039774,"gmtCreate":1656399330098,"gmtModify":1676535821611,"author":{"id":"3562062896102327","authorId":"3562062896102327","name":"johnpang","avatar":"https://static.tigerbbs.com/67d6cf5d85cb48ff1ee32e23d1266f98","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3562062896102327","authorIdStr":"3562062896102327"},"themes":[],"htmlText":"Good news ?","listText":"Good news ?","text":"Good news ?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9042039774","repostId":"2246776163","repostType":4,"repost":{"id":"2246776163","kind":"highlight","weMediaInfo":{"introduction":"Reuters.com brings you the latest news from around the world, covering breaking news in markets, business, politics, entertainment and technology","home_visible":1,"media_name":"Reuters","id":"1036604489","head_image":"https://static.tigerbbs.com/443ce19704621c837795676028cec868"},"pubTimestamp":1656399143,"share":"https://ttm.financial/m/news/2246776163?lang=&edition=fundamental","pubTime":"2022-06-28 14:52","market":"hk","language":"en","title":"China Cuts COVID Quarantine Time for International Travellers","url":"https://stock-news.laohu8.com/highlight/detail?id=2246776163","media":"Reuters","summary":"BEIJING, June 28 (Reuters) - China will halve to seven days its COVID-19 quarantine period for visit","content":"<html><head></head><body><p>BEIJING, June 28 (Reuters) - China will halve to seven days its COVID-19 quarantine period for visitors from overseas, with a further three days spent at home, health authorities said on Tuesday.</p><p>The change came in the National Health Commission&#39;s latest guideline on measures against the disease.</p><p>Following seven days spent in centralised facilities, travellers face three days of at-home medical observation, it added, versus seven previously.</p><p>Stocks of tourism and catering in Hong Kong rallied and Trip.com soared more than 20%.</p><p><img src=\"https://static.tigerbbs.com/e64b2489435aa53eb2edbdd886475a9f\" tg-width=\"359\" tg-height=\"715\" referrerpolicy=\"no-referrer\"/><img src=\"https://static.tigerbbs.com/9921acd09fb887bbfc9706b586f830dd\" tg-width=\"369\" tg-height=\"711\" referrerpolicy=\"no-referrer\"/></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>China Cuts COVID Quarantine Time for International Travellers</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\">\nChina Cuts COVID Quarantine Time for International Travellers\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\">2022-06-28 14:52</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>BEIJING, June 28 (Reuters) - China will halve to seven days its COVID-19 quarantine period for visitors from overseas, with a further three days spent at home, health authorities said on Tuesday.</p><p>The change came in the National Health Commission&#39;s latest guideline on measures against the disease.</p><p>Following seven days spent in centralised facilities, travellers face three days of at-home medical observation, it added, versus seven previously.</p><p>Stocks of tourism and catering in Hong Kong rallied and Trip.com soared more than 20%.</p><p><img src=\"https://static.tigerbbs.com/e64b2489435aa53eb2edbdd886475a9f\" tg-width=\"359\" tg-height=\"715\" referrerpolicy=\"no-referrer\"/><img src=\"https://static.tigerbbs.com/9921acd09fb887bbfc9706b586f830dd\" tg-width=\"369\" tg-height=\"711\" referrerpolicy=\"no-referrer\"/></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"399001":"深证成指","399006":"创业板指","000001.SH":"上证指数","HSTECH":"恒生科技指数","HSI":"恒生指数"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2246776163","content_text":"BEIJING, June 28 (Reuters) - China will halve to seven days its COVID-19 quarantine period for visitors from overseas, with a further three days spent at home, health authorities said on Tuesday.The change came in the National Health Commission's latest guideline on measures against the disease.Following seven days spent in centralised facilities, travellers face three days of at-home medical observation, it added, versus seven previously.Stocks of tourism and catering in Hong Kong rallied and Trip.com soared more than 20%.","news_type":1},"isVote":1,"tweetType":1,"viewCount":55,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4107015407846850","authorId":"4107015407846850","name":"FattAgain69","avatar":"https://community-static.tradeup.com/news/a4e3d511c15de9227ee9ebca3021f903","crmLevel":5,"crmLevelSwitch":0,"idStr":"4107015407846850","authorIdStr":"4107015407846850"},"content":"Good news for tourism. Imagine the initial 21 days of quarantine cut down to a week, and now to 3 days.","text":"Good news for tourism. Imagine the initial 21 days of quarantine cut down to a week, and now to 3 days.","html":"Good news for tourism. Imagine the initial 21 days of quarantine cut down to a week, and now to 3 days."}],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9932703129,"gmtCreate":1662987802661,"gmtModify":1676537176578,"author":{"id":"3562062896102327","authorId":"3562062896102327","name":"johnpang","avatar":"https://static.tigerbbs.com/67d6cf5d85cb48ff1ee32e23d1266f98","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3562062896102327","authorIdStr":"3562062896102327"},"themes":[],"htmlText":"N","listText":"N","text":"N","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9932703129","repostId":"1183935801","repostType":4,"repost":{"id":"1183935801","kind":"news","weMediaInfo":{"introduction":"Providing stock market headlines, business news, financials and earnings ","home_visible":1,"media_name":"Tiger Newspress","id":"1079075236","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1662985601,"share":"https://ttm.financial/m/news/1183935801?lang=&edition=fundamental","pubTime":"2022-09-12 20:26","market":"fut","language":"en","title":"Pre-Bell｜U.S. Stock Futures Point to Higher Open; Faraday Stock Rose 11.7%","url":"https://stock-news.laohu8.com/highlight/detail?id=1183935801","media":"Tiger Newspress","summary":"U.S. stock index futures rose on Monday as investors positioned themselves for a crucial inflation r","content":"<html><head></head><body><p>U.S. stock index futures rose on Monday as investors positioned themselves for a crucial inflation reading this week that could determine the pace of interest rate hikes by the Federal Reserve.</p><h2><b>Market Snapshot</b></h2><p>At 08:25 a.m. ET, Dow e-minis were up 37 points, or 0.11%, S&amp;P 500 e-minis were up 13.25 points, or 0.32%, and Nasdaq 100 e-minis were up 38.25 points, or 0.3%.</p><p><img src=\"https://static.tigerbbs.com/1c441aff1e90aa7b9dd5c458c399c9e4\" tg-width=\"433\" tg-height=\"171\" width=\"100%\" height=\"auto\"/><b>Pre-Market Movers</b></p><p><b>Faraday Future Intelligent Electric Inc.</b> shares rose 11.7% to $1.24 in pre-market trading after surging around 22% on Friday.</p><p><b>Bristol-Myers Squibb Company</b> rose 7% to $75.04 in pre-market trading. The FDA approved Bristol Myers Squibb Co&#39;s Sotyktu (deucravacitinib), an allosteric tyrosine kinase 2 (TYK2) inhibitor, for moderate-to-severe plaque psoriasis who are candidates for systemic therapy or phototherapy. Atlantic Equities maintained Bristol-Myers Squibb with an Overweight and raised the price target from $83 to $87.</p><p><b>Nu Holdings Ltd.</b> rose 6.3% to $5.73 in pre-market trading after gaining over 6% on Friday.</p><p><b>Carvana Co.</b> rose 5.4% to $38.60 in pre-market trading. Piper Sandler upgraded Carvana from Neutral to Overweight and lowered the price target from $98 to $73.</p><p><b>Deutsche Bank Aktiengesellschaft</b> climbed 4.4% to $9.35 in pre-market trading.</p><h2><b>Market News</b></h2><p><b>Twitter Says Musk’s Latest Argument to Nix Deal Is Invalid</b></p><p>Twitter said Monday that payments to a whistleblower did not breach any of its obligations under the $44 billion acquisition proposed by Elon Musk, after the billionaire sent a third letter to try to call off the deal.</p><p>The social media giant said it intends to enforce the agreement and close the transaction on the price and terms agreed upon with Musk, according to a Securities and Exchange Commission filing.</p><p><b>Bristol Myers Stock Surges After FDA Approves New Plaque Psoriasis Treatment</b></p><p>The U.S. Food &amp; Drug Administration gave its approval to Sotyktu, the first new treatment for adults suffering from moderate-to-severe plaque psoriasis in more than ten years, following data from a late-stage study of around 1,684 patients.</p><p>The drug, which Bristol Myers said could launch as early as this month, is expected to challenge the $2.3 billion market current controlled by Amgen&#39;s  (AMGN)  Otezla therapy. Sotyktu is slated to price at around $6,164 for a 30-day treatment, compared to around $4,344 for Otezla.</p><p><b>Netflix Partners With Ubisoft to Bolster Fledgling Gaming Division</b></p><p>Netflix has teamed up with Ubisoft, one of Europe’s biggest video game companies, as the streaming giant seeks to bolster its fledgling gaming business.</p><p>The California-based streaming service will launch three new mobile games next year based on Ubisoft’s games, including its most successful title Assassin’s Creed.</p><p><b>Activist Investor Dan Loeb Backs off From Asking Disney to Sell ESPN</b></p><p>Billionaire activist investor Daniel Loeb backed off from pushing Walt <a href=\"https://laohu8.com/S/DIS\">Disney Co</a> to spin off ESPN, saying he has a &#34;better understanding&#34; of the sports television network&#39;s potential for growth.</p><p>This comes after Disney Chief Executive Bob Chapek reaffirmed the value of ESPN to the media company.</p><p>&#34;We believe that ESPN is an asset that is well placed within the Walt Disney Company,&#34; Chapek told Reuters.</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>Pre-Bell｜U.S. Stock Futures Point to Higher Open; Faraday Stock Rose 11.7%</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nPre-Bell｜U.S. Stock Futures Point to Higher Open; Faraday Stock Rose 11.7%\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time\">2022-09-12 20:26</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>U.S. stock index futures rose on Monday as investors positioned themselves for a crucial inflation reading this week that could determine the pace of interest rate hikes by the Federal Reserve.</p><h2><b>Market Snapshot</b></h2><p>At 08:25 a.m. ET, Dow e-minis were up 37 points, or 0.11%, S&amp;P 500 e-minis were up 13.25 points, or 0.32%, and Nasdaq 100 e-minis were up 38.25 points, or 0.3%.</p><p><img src=\"https://static.tigerbbs.com/1c441aff1e90aa7b9dd5c458c399c9e4\" tg-width=\"433\" tg-height=\"171\" width=\"100%\" height=\"auto\"/><b>Pre-Market Movers</b></p><p><b>Faraday Future Intelligent Electric Inc.</b> shares rose 11.7% to $1.24 in pre-market trading after surging around 22% on Friday.</p><p><b>Bristol-Myers Squibb Company</b> rose 7% to $75.04 in pre-market trading. The FDA approved Bristol Myers Squibb Co&#39;s Sotyktu (deucravacitinib), an allosteric tyrosine kinase 2 (TYK2) inhibitor, for moderate-to-severe plaque psoriasis who are candidates for systemic therapy or phototherapy. Atlantic Equities maintained Bristol-Myers Squibb with an Overweight and raised the price target from $83 to $87.</p><p><b>Nu Holdings Ltd.</b> rose 6.3% to $5.73 in pre-market trading after gaining over 6% on Friday.</p><p><b>Carvana Co.</b> rose 5.4% to $38.60 in pre-market trading. Piper Sandler upgraded Carvana from Neutral to Overweight and lowered the price target from $98 to $73.</p><p><b>Deutsche Bank Aktiengesellschaft</b> climbed 4.4% to $9.35 in pre-market trading.</p><h2><b>Market News</b></h2><p><b>Twitter Says Musk’s Latest Argument to Nix Deal Is Invalid</b></p><p>Twitter said Monday that payments to a whistleblower did not breach any of its obligations under the $44 billion acquisition proposed by Elon Musk, after the billionaire sent a third letter to try to call off the deal.</p><p>The social media giant said it intends to enforce the agreement and close the transaction on the price and terms agreed upon with Musk, according to a Securities and Exchange Commission filing.</p><p><b>Bristol Myers Stock Surges After FDA Approves New Plaque Psoriasis Treatment</b></p><p>The U.S. Food &amp; Drug Administration gave its approval to Sotyktu, the first new treatment for adults suffering from moderate-to-severe plaque psoriasis in more than ten years, following data from a late-stage study of around 1,684 patients.</p><p>The drug, which Bristol Myers said could launch as early as this month, is expected to challenge the $2.3 billion market current controlled by Amgen&#39;s  (AMGN)  Otezla therapy. Sotyktu is slated to price at around $6,164 for a 30-day treatment, compared to around $4,344 for Otezla.</p><p><b>Netflix Partners With Ubisoft to Bolster Fledgling Gaming Division</b></p><p>Netflix has teamed up with Ubisoft, one of Europe’s biggest video game companies, as the streaming giant seeks to bolster its fledgling gaming business.</p><p>The California-based streaming service will launch three new mobile games next year based on Ubisoft’s games, including its most successful title Assassin’s Creed.</p><p><b>Activist Investor Dan Loeb Backs off From Asking Disney to Sell ESPN</b></p><p>Billionaire activist investor Daniel Loeb backed off from pushing Walt <a href=\"https://laohu8.com/S/DIS\">Disney Co</a> to spin off ESPN, saying he has a &#34;better understanding&#34; of the sports television network&#39;s potential for growth.</p><p>This comes after Disney Chief Executive Bob Chapek reaffirmed the value of ESPN to the media company.</p><p>&#34;We believe that ESPN is an asset that is well placed within the Walt Disney Company,&#34; Chapek told Reuters.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1183935801","content_text":"U.S. stock index futures rose on Monday as investors positioned themselves for a crucial inflation reading this week that could determine the pace of interest rate hikes by the Federal Reserve.Market SnapshotAt 08:25 a.m. ET, Dow e-minis were up 37 points, or 0.11%, S&P 500 e-minis were up 13.25 points, or 0.32%, and Nasdaq 100 e-minis were up 38.25 points, or 0.3%.Pre-Market MoversFaraday Future Intelligent Electric Inc. shares rose 11.7% to $1.24 in pre-market trading after surging around 22% on Friday.Bristol-Myers Squibb Company rose 7% to $75.04 in pre-market trading. The FDA approved Bristol Myers Squibb Co's Sotyktu (deucravacitinib), an allosteric tyrosine kinase 2 (TYK2) inhibitor, for moderate-to-severe plaque psoriasis who are candidates for systemic therapy or phototherapy. Atlantic Equities maintained Bristol-Myers Squibb with an Overweight and raised the price target from $83 to $87.Nu Holdings Ltd. rose 6.3% to $5.73 in pre-market trading after gaining over 6% on Friday.Carvana Co. rose 5.4% to $38.60 in pre-market trading. Piper Sandler upgraded Carvana from Neutral to Overweight and lowered the price target from $98 to $73.Deutsche Bank Aktiengesellschaft climbed 4.4% to $9.35 in pre-market trading.Market NewsTwitter Says Musk’s Latest Argument to Nix Deal Is InvalidTwitter said Monday that payments to a whistleblower did not breach any of its obligations under the $44 billion acquisition proposed by Elon Musk, after the billionaire sent a third letter to try to call off the deal.The social media giant said it intends to enforce the agreement and close the transaction on the price and terms agreed upon with Musk, according to a Securities and Exchange Commission filing.Bristol Myers Stock Surges After FDA Approves New Plaque Psoriasis TreatmentThe U.S. Food & Drug Administration gave its approval to Sotyktu, the first new treatment for adults suffering from moderate-to-severe plaque psoriasis in more than ten years, following data from a late-stage study of around 1,684 patients.The drug, which Bristol Myers said could launch as early as this month, is expected to challenge the $2.3 billion market current controlled by Amgen's  (AMGN)  Otezla therapy. Sotyktu is slated to price at around $6,164 for a 30-day treatment, compared to around $4,344 for Otezla.Netflix Partners With Ubisoft to Bolster Fledgling Gaming DivisionNetflix has teamed up with Ubisoft, one of Europe’s biggest video game companies, as the streaming giant seeks to bolster its fledgling gaming business.The California-based streaming service will launch three new mobile games next year based on Ubisoft’s games, including its most successful title Assassin’s Creed.Activist Investor Dan Loeb Backs off From Asking Disney to Sell ESPNBillionaire activist investor Daniel Loeb backed off from pushing Walt Disney Co to spin off ESPN, saying he has a \"better understanding\" of the sports television network's potential for growth.This comes after Disney Chief Executive Bob Chapek reaffirmed the value of ESPN to the media company.\"We believe that ESPN is an asset that is well placed within the Walt Disney Company,\" Chapek told Reuters.","news_type":1},"isVote":1,"tweetType":1,"viewCount":47,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9045350271,"gmtCreate":1656564498993,"gmtModify":1676535855212,"author":{"id":"3562062896102327","authorId":"3562062896102327","name":"johnpang","avatar":"https://static.tigerbbs.com/67d6cf5d85cb48ff1ee32e23d1266f98","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3562062896102327","authorIdStr":"3562062896102327"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/MTTR\">$Matterport, Inc.(MTTR)$</a>any chance ?&nbsp;","listText":"<a href=\"https://ttm.financial/S/MTTR\">$Matterport, Inc.(MTTR)$</a>any chance ?&nbsp;","text":"$Matterport, Inc.(MTTR)$any chance ?","images":[{"img":"https://community-static.tradeup.com/news/eee75f3632eeaf1182e188e8922fcfc5","width":"1080","height":"1920"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":1,"link":"https://ttm.financial/post/9045350271","isVote":1,"tweetType":1,"viewCount":44,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9023493922,"gmtCreate":1652941459066,"gmtModify":1676535193473,"author":{"id":"3562062896102327","authorId":"3562062896102327","name":"johnpang","avatar":"https://static.tigerbbs.com/67d6cf5d85cb48ff1ee32e23d1266f98","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3562062896102327","authorIdStr":"3562062896102327"},"themes":[],"htmlText":"Nice&nbsp;","listText":"Nice&nbsp;","text":"Nice","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9023493922","repostId":"2236797581","repostType":4,"repost":{"id":"2236797581","kind":"highlight","pubTimestamp":1652932286,"share":"https://ttm.financial/m/news/2236797581?lang=&edition=fundamental","pubTime":"2022-05-19 11:51","market":"us","language":"en","title":"Tesla: Timing Is Everything","url":"https://stock-news.laohu8.com/highlight/detail?id=2236797581","media":"seekingalpha","summary":"SummaryYou hear a lot about timing when it comes to the stock market.“You can’t time the market” is ","content":"<html><head></head><body><p><b>Summary</b></p><ul><li>You hear a lot about timing when it comes to the stock market.</li><li>“You can’t time the market” is one of the most often used maxims I’m sure many of you have heard, and even more adhere to. Nonetheless, I beg to differ.</li><li>You can time the market, albeit not perfectly. That being said, I have just bought back into Tesla after selling based on the recent 25% pullback.</li><li>Even so, I do agree, &#34;time in&#34; the market, not &#34;timing&#34; the market, creates true wealth, as my father would say.</li><li>In the following piece, I will expound on my thoughts regarding market timing and explain why I bought back into Tesla.</li></ul><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/f5a1229b9c7f7f78df1d901d2fde69ea\" tg-width=\"750\" tg-height=\"500\" width=\"100%\" height=\"auto\"/><span>Sjo/iStock Unreleased via Getty Images</span></p><p><b>Why now is an ideal time to buy Tesla</b></p><p>Yes, yes I know you can&#39;t time the markets. Yet, you can make an educated determination as to when the best time to buy or sell a position in a stock may be. How else would you be able to buy low and sell high, as they say? Like my father always said, “At some point you have to take profits to make profits.” Meaning, it’s all unrealized paper gains until you actually sell. Now let’s get down to business. The following are the primary reasons I sold Tesla (NASDAQ:TSLA) in the first place and then bought it back recently after a 25% pullback.</p><p><b>First things first</b></p><p>I would like to set the stage regarding what “kind” of stock I believe Tesla is. I see a lot articles and pundits arguing Tesla is a “car” stock. The car stock cadre are always the uber bears. They list off several of Tesla’s incredible, or incredulous (depending on your viewpoint), fundamental statistics. The fact Tesla’s market cap of $764 billion is greater than all the other car company’s stocks combined, the forward P/E ratio of 48.20, P/S ratio of 13, P/B ratio of 23, and last but not least, the P/FCF ratio of 53. I must admit those fundamental statistics appear extremely outlandish.</p><p>The problem is, Tesla is not a car stock, so the entire argument is futile. Furthermore, these statistics are based on present metrics. Tesla’s stock trades on future projected results. Let me explain.</p><p><b>Tesla is not a “car” stock</b></p><p>I submit Tesla is not a car stock. It’s a long duration &#34;story&#34; stock. These types of stock’s occur throughout all sectors. Moreover, their valuations are based in large part on potential cash flows expected in the distant future. They&#39;re commonly referred to as &#34;long-duration assets.&#34;</p><p>Tesla’s stock definitely fits the bill of a long-duration asset “story” stock. In fact, I surmise it has reached “cult” stock status based on the reverence its shareholders display. When the bulls and bears begin debating the sky-high valuation of Tesla, it&#39;s more akin to the rumble between the Greasers and the Socs in the movie &#34;The Outsiders&#34; than anything else. What’s more, the Tesla bulls do have some ammunition when it come to their lofty projections. Here&#39;s why.</p><p><b>Tesla revenue 5 year chart</b></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/ab99bfe7748553a39961171fad2fc738\" tg-width=\"640\" tg-height=\"213\" width=\"100%\" height=\"auto\"/><span>5-year revenue growth (YCharts)</span></p><p><b>Tesla gross profit 5-year chart</b></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/c7ac0c43a94e2f8a570de132e416f31d\" tg-width=\"640\" tg-height=\"208\" width=\"100%\" height=\"auto\"/><span>5-year Gross profit Growth (YCharts)</span></p><p>Tesla’s revenue and gross profits are increasing by leaps and bounds. On top of this, Tesla’s sales for the recent quarter were up 80% and EPS up a whopping 640% quarter over quarter. Additionally, EPS had growth at a 50% clip for the past five years and is expected to grow by 40% for the next five years. So, as you can see there is a case to be made Tesla deserves an elevated valuation. Now let’s tackle the competition aspect of the equation.</p><p><b>Lots of new competition, yes but…</b></p><p>There&#39;s a lot of new EV competitors in the space. There&#39;s no disputing this. My second choice is Ford (F) which just introduced the new EV Ford F150 Lightning. Yet, Tesla does have several first mover advantages over the competition. The primary <a href=\"https://laohu8.com/S/AONE.U\">one</a> is Tesla’s charging infrastructure.</p><p><b>Tesla’s vastly superior charging infrastructure</b></p><p>My friend and fellow CNBC compatriot Brian “Sully” Sullivan recently performed a very enlightening experiment where he went on a long-distance road trip across California in a non-Tesla EV. You can watch the short video of the results of the trip here. Needless to say, it was an eye-opener. The bottom line is, the other EV car companies have a long way to go to catch up with Tesla in regards to charging stations. See graphic of Tesla super-charging stations across North America.</p><p><b>Tesla Super charging station map</b></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/f8250ffd495c652144b8dce9d70a2fc2\" tg-width=\"640\" tg-height=\"374\" width=\"100%\" height=\"auto\"/><span>Tesla North American Supercharging Station Map (Tesla.com)</span></p><p>With 30,000+ Superchargers, Tesla owns and operates the largest global, fast charging network in the world. The charging stations are located on major routes and near convenient amenities. Furthermore, based on Sully’s experiment, the competition is woefully behind the curve. Nonetheless, the Biden administration has allocated billions to get EV charging infrastructure in place. Even so, based on past experience, I don’t have a lot of faith in the government’s execution. Government projects rarely come in on time and almost always over budget. So, I see Tesla’s lead in charging stations as a major competitive advantage.</p><p>The bottom line is, Tesla doesn’t trade on fundamentals or valuation at all. It’s a story stock as I stated earlier. Furthermore, I have held the stock for the past 10 years in a tax advantaged account with substantial unrealized gains in the position. As my father instilled in me, I believe it’s “time in” the market, not “timing” the market, that creates true wealth. At this point in time, I have well over a million-dollar net worth based on this fact.</p><p><b>Tesla 10-year return on investment</b></p><p>I made my initial investment in Tesla back in 2012 and have held through the many highs and lows over the last 10 years.</p><p><b>Tesla 10-year chart</b></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/4c6f4a069c5d0a8d1c46387167c52d8f\" tg-width=\"640\" tg-height=\"285\" width=\"100%\" height=\"auto\"/><span>Tesla Long-term Chart (Finviz)</span></p><p>A $1,000 investment in Tesla in 2012 would be worth over $150,000 now, that’s more than a 18,000% return. A similar investment in the S&amp;P 500 would have given you an approximate 350% return. One of the primary reasons I sold was the fact I&#39;m 10 years older now. At nearly, 60, my priorities have changed. I&#39;m transitioning from a primarily growth portfolio to an income and dividend retirement portfolio.</p><p>Even so, I&#39;m not dead yet and saw an opportunity to jump back in to Tesla after a 25% drawdown. What’s more, I posit Tesla’s stock trades on the technical, not fundamental status. In fact, the stock just bounced off major support. Let me explain.</p><p><b>Tesla technical analysis</b></p><p>Tesla’s stock fallen 25% since I took profits on my long-term position.</p><p><b>Tesla current chart</b></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/792ea9bbefed3d777ecfcc34810ab1eb\" tg-width=\"640\" tg-height=\"199\" width=\"100%\" height=\"auto\"/><span>Tesla Current Chart (Finviz)</span></p><p>I sold for several reasons as I have already stated. Yet, none were related to the fact I felt Tesla didn’t still have a solid growth story going forward. The primary reason was I saw Musk’s <a href=\"https://laohu8.com/S/TWTR\">Twitter</a> (TWTR) buy causing a major pullback in the stock. Well, turns out I made the correct call on that. After owning a stock long term you begin to become attuned to what may or may not cause gyrations in the name. Yet, after a 25% drop and subsequent bounce off support which created a double bottom trend reversal signal, I decided to jump back in at 25% of my initial position. This is basically betting with the houses’ money for me at this point. If I hadn’t sold, I would be down 25% on the investment. It’s basically a freeroll on Tesla, that is hard to pass up. Now let’s wrap this up.</p><p><b>The Wrap Up</b></p><p>I believe Tesla’s first mover advantage will continue to provide a large margin of safety for investors. The massive head start regarding super charging infrastructure will be a key catalyst for the company going forward. Sure, substantial competition is on the way. That&#39;s a major reason why I took a portion of my Tesla gains and added to my position in Ford (F), which I have owned for over ten years as well. The fact of the matter is there&#39;s plenty of room for some competition with the expansive total addressable EV market.</p><p>The cherry on top for me is Elon Musk. I truly believe he may be one of the smartest men alive (if not the smartest). How can he not be? Musk made the savvy move of transitioning Tesla and SpaceX headquarters to my home sate of Texas from California which will definitely improve profit margins. I could go more into detail as to why the move to Texas was extremely shrewd, but I don’t want to upset the California Tesla shareholders anymore than they already are.</p><p><b>Final Note</b></p><p>The stock market is under pressure again as I wrap up this piece. There&#39;s a fine art to catching falling knives. It entails layering into new positions over time to reduce risk. I have only bought back one quarter of my original position, for example. In extremely volatile times such as these, you will want to have plenty of dry powder if the stock continues lower.</p><p>My overriding US Army 10th Mountain Winter Warrior investing motto is “patience equals profits.”</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>Tesla: Timing Is Everything</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nTesla: Timing Is Everything\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-05-19 11:51 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4512969-tesla-timing-is-everything><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryYou hear a lot about timing when it comes to the stock market.“You can’t time the market” is one of the most often used maxims I’m sure many of you have heard, and even more adhere to. ...</p>\n\n<a href=\"https://seekingalpha.com/article/4512969-tesla-timing-is-everything\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TSLA":"特斯拉"},"source_url":"https://seekingalpha.com/article/4512969-tesla-timing-is-everything","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"2236797581","content_text":"SummaryYou hear a lot about timing when it comes to the stock market.“You can’t time the market” is one of the most often used maxims I’m sure many of you have heard, and even more adhere to. Nonetheless, I beg to differ.You can time the market, albeit not perfectly. That being said, I have just bought back into Tesla after selling based on the recent 25% pullback.Even so, I do agree, \"time in\" the market, not \"timing\" the market, creates true wealth, as my father would say.In the following piece, I will expound on my thoughts regarding market timing and explain why I bought back into Tesla.Sjo/iStock Unreleased via Getty ImagesWhy now is an ideal time to buy TeslaYes, yes I know you can't time the markets. Yet, you can make an educated determination as to when the best time to buy or sell a position in a stock may be. How else would you be able to buy low and sell high, as they say? Like my father always said, “At some point you have to take profits to make profits.” Meaning, it’s all unrealized paper gains until you actually sell. Now let’s get down to business. The following are the primary reasons I sold Tesla (NASDAQ:TSLA) in the first place and then bought it back recently after a 25% pullback.First things firstI would like to set the stage regarding what “kind” of stock I believe Tesla is. I see a lot articles and pundits arguing Tesla is a “car” stock. The car stock cadre are always the uber bears. They list off several of Tesla’s incredible, or incredulous (depending on your viewpoint), fundamental statistics. The fact Tesla’s market cap of $764 billion is greater than all the other car company’s stocks combined, the forward P/E ratio of 48.20, P/S ratio of 13, P/B ratio of 23, and last but not least, the P/FCF ratio of 53. I must admit those fundamental statistics appear extremely outlandish.The problem is, Tesla is not a car stock, so the entire argument is futile. Furthermore, these statistics are based on present metrics. Tesla’s stock trades on future projected results. Let me explain.Tesla is not a “car” stockI submit Tesla is not a car stock. It’s a long duration \"story\" stock. These types of stock’s occur throughout all sectors. Moreover, their valuations are based in large part on potential cash flows expected in the distant future. They're commonly referred to as \"long-duration assets.\"Tesla’s stock definitely fits the bill of a long-duration asset “story” stock. In fact, I surmise it has reached “cult” stock status based on the reverence its shareholders display. When the bulls and bears begin debating the sky-high valuation of Tesla, it's more akin to the rumble between the Greasers and the Socs in the movie \"The Outsiders\" than anything else. What’s more, the Tesla bulls do have some ammunition when it come to their lofty projections. Here's why.Tesla revenue 5 year chart5-year revenue growth (YCharts)Tesla gross profit 5-year chart5-year Gross profit Growth (YCharts)Tesla’s revenue and gross profits are increasing by leaps and bounds. On top of this, Tesla’s sales for the recent quarter were up 80% and EPS up a whopping 640% quarter over quarter. Additionally, EPS had growth at a 50% clip for the past five years and is expected to grow by 40% for the next five years. So, as you can see there is a case to be made Tesla deserves an elevated valuation. Now let’s tackle the competition aspect of the equation.Lots of new competition, yes but…There's a lot of new EV competitors in the space. There's no disputing this. My second choice is Ford (F) which just introduced the new EV Ford F150 Lightning. Yet, Tesla does have several first mover advantages over the competition. The primary one is Tesla’s charging infrastructure.Tesla’s vastly superior charging infrastructureMy friend and fellow CNBC compatriot Brian “Sully” Sullivan recently performed a very enlightening experiment where he went on a long-distance road trip across California in a non-Tesla EV. You can watch the short video of the results of the trip here. Needless to say, it was an eye-opener. The bottom line is, the other EV car companies have a long way to go to catch up with Tesla in regards to charging stations. See graphic of Tesla super-charging stations across North America.Tesla Super charging station mapTesla North American Supercharging Station Map (Tesla.com)With 30,000+ Superchargers, Tesla owns and operates the largest global, fast charging network in the world. The charging stations are located on major routes and near convenient amenities. Furthermore, based on Sully’s experiment, the competition is woefully behind the curve. Nonetheless, the Biden administration has allocated billions to get EV charging infrastructure in place. Even so, based on past experience, I don’t have a lot of faith in the government’s execution. Government projects rarely come in on time and almost always over budget. So, I see Tesla’s lead in charging stations as a major competitive advantage.The bottom line is, Tesla doesn’t trade on fundamentals or valuation at all. It’s a story stock as I stated earlier. Furthermore, I have held the stock for the past 10 years in a tax advantaged account with substantial unrealized gains in the position. As my father instilled in me, I believe it’s “time in” the market, not “timing” the market, that creates true wealth. At this point in time, I have well over a million-dollar net worth based on this fact.Tesla 10-year return on investmentI made my initial investment in Tesla back in 2012 and have held through the many highs and lows over the last 10 years.Tesla 10-year chartTesla Long-term Chart (Finviz)A $1,000 investment in Tesla in 2012 would be worth over $150,000 now, that’s more than a 18,000% return. A similar investment in the S&P 500 would have given you an approximate 350% return. One of the primary reasons I sold was the fact I'm 10 years older now. At nearly, 60, my priorities have changed. I'm transitioning from a primarily growth portfolio to an income and dividend retirement portfolio.Even so, I'm not dead yet and saw an opportunity to jump back in to Tesla after a 25% drawdown. What’s more, I posit Tesla’s stock trades on the technical, not fundamental status. In fact, the stock just bounced off major support. Let me explain.Tesla technical analysisTesla’s stock fallen 25% since I took profits on my long-term position.Tesla current chartTesla Current Chart (Finviz)I sold for several reasons as I have already stated. Yet, none were related to the fact I felt Tesla didn’t still have a solid growth story going forward. The primary reason was I saw Musk’s Twitter (TWTR) buy causing a major pullback in the stock. Well, turns out I made the correct call on that. After owning a stock long term you begin to become attuned to what may or may not cause gyrations in the name. Yet, after a 25% drop and subsequent bounce off support which created a double bottom trend reversal signal, I decided to jump back in at 25% of my initial position. This is basically betting with the houses’ money for me at this point. If I hadn’t sold, I would be down 25% on the investment. It’s basically a freeroll on Tesla, that is hard to pass up. Now let’s wrap this up.The Wrap UpI believe Tesla’s first mover advantage will continue to provide a large margin of safety for investors. The massive head start regarding super charging infrastructure will be a key catalyst for the company going forward. Sure, substantial competition is on the way. That's a major reason why I took a portion of my Tesla gains and added to my position in Ford (F), which I have owned for over ten years as well. The fact of the matter is there's plenty of room for some competition with the expansive total addressable EV market.The cherry on top for me is Elon Musk. I truly believe he may be one of the smartest men alive (if not the smartest). How can he not be? Musk made the savvy move of transitioning Tesla and SpaceX headquarters to my home sate of Texas from California which will definitely improve profit margins. I could go more into detail as to why the move to Texas was extremely shrewd, but I don’t want to upset the California Tesla shareholders anymore than they already are.Final NoteThe stock market is under pressure again as I wrap up this piece. There's a fine art to catching falling knives. It entails layering into new positions over time to reduce risk. I have only bought back one quarter of my original position, for example. In extremely volatile times such as these, you will want to have plenty of dry powder if the stock continues lower.My overriding US Army 10th Mountain Winter Warrior investing motto is “patience equals profits.”","news_type":1},"isVote":1,"tweetType":1,"viewCount":131,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9018533631,"gmtCreate":1649057915508,"gmtModify":1676534443001,"author":{"id":"3562062896102327","authorId":"3562062896102327","name":"johnpang","avatar":"https://static.tigerbbs.com/67d6cf5d85cb48ff1ee32e23d1266f98","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3562062896102327","authorIdStr":"3562062896102327"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/TIGR\">$Tiger Brokers(TIGR)$</a>any possible to recover?","listText":"<a href=\"https://ttm.financial/S/TIGR\">$Tiger Brokers(TIGR)$</a>any possible to recover?","text":"$Tiger Brokers(TIGR)$any possible to recover?","images":[{"img":"https://community-static.tradeup.com/news/9d94d470c6aee37b07145fe3c7e1c154","width":"1080","height":"1920"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9018533631","isVote":1,"tweetType":1,"viewCount":408,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3574119580998476","authorId":"3574119580998476","name":"葉家豪","avatar":"https://static.tigerbbs.com/b1cccce97426816bc6bcfd26004a3e3c","crmLevel":5,"crmLevelSwitch":0,"idStr":"3574119580998476","authorIdStr":"3574119580998476"},"content":"Yes. Dont worry. My portfolio is almost -50% from china stock. Paper loss only.","text":"Yes. Dont worry. My portfolio is almost -50% from china stock. Paper loss only.","html":"Yes. Dont worry. My portfolio is almost -50% from china stock. Paper loss only."}],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9014018129,"gmtCreate":1649563277612,"gmtModify":1676534531267,"author":{"id":"3562062896102327","authorId":"3562062896102327","name":"johnpang","avatar":"https://static.tigerbbs.com/67d6cf5d85cb48ff1ee32e23d1266f98","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3562062896102327","authorIdStr":"3562062896102327"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/WKHS\">$Workhorse(WKHS)$</a>any chance ?","listText":"<a href=\"https://ttm.financial/S/WKHS\">$Workhorse(WKHS)$</a>any chance ?","text":"$Workhorse(WKHS)$any chance ?","images":[{"img":"https://community-static.tradeup.com/news/92f010c30747bcf01cfdf3b7db73ed1c","width":"1080","height":"1920"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9014018129","isVote":1,"tweetType":1,"viewCount":348,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9920438903,"gmtCreate":1670540297503,"gmtModify":1676538387334,"author":{"id":"3562062896102327","authorId":"3562062896102327","name":"johnpang","avatar":"https://static.tigerbbs.com/67d6cf5d85cb48ff1ee32e23d1266f98","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3562062896102327","authorIdStr":"3562062896102327"},"themes":[],"htmlText":"NI've&nbsp;","listText":"NI've&nbsp;","text":"NI've","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9920438903","repostId":"1116584413","repostType":4,"isVote":1,"tweetType":1,"viewCount":399,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9903762881,"gmtCreate":1659077123443,"gmtModify":1676536254883,"author":{"id":"3562062896102327","authorId":"3562062896102327","name":"johnpang","avatar":"https://static.tigerbbs.com/67d6cf5d85cb48ff1ee32e23d1266f98","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3562062896102327","authorIdStr":"3562062896102327"},"themes":[],"htmlText":"Should have buy","listText":"Should have buy","text":"Should have buy","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9903762881","repostId":"1121533934","repostType":4,"repost":{"id":"1121533934","kind":"news","pubTimestamp":1659047632,"share":"https://ttm.financial/m/news/1121533934?lang=&edition=fundamental","pubTime":"2022-07-29 06:33","market":"us","language":"en","title":"Amazon Jumps on Strong Sales That Ease Fears of Slowdown","url":"https://stock-news.laohu8.com/highlight/detail?id=1121533934","media":"Bloomberg","summary":"E-commerce giant gives an optimistic revenue forecastCompany begins to rein in hiring with focus on ","content":"<html><head></head><body><ul><li>E-commerce giant gives an optimistic revenue forecast</li><li>Company begins to rein in hiring with focus on cutting costs</li></ul><p>Amazon.com Inc. reported revenue that topped estimates and gave a strong sales forecast for the current quarter, allaying investor concerns about potential belt-tightening by inflation-rattled consumers. Shares jumped nearly 14% in extended trading.</p><p><img src=\"https://static.tigerbbs.com/29ab2f5bfd9235b948689e2344ebcccd\" tg-width=\"856\" tg-height=\"621\" width=\"100%\" height=\"auto\"/></p><p>Sales increased 7.2% to $121.2 billion in the period ended June 30, the Seattle-based company said Thursday in a statement. Analysts, on average, estimated $119.5 billion.</p><p>Operating income in the current quarter will range from break even to $3.5 billion on sales that may increase as much as 17% to $130 billion, the Seattle-based company said Thursday. Analysts, on average, projected a profit of $3.83 billion on sales of $127 billion, according to data compiled by Bloomberg.</p><p>Even as he focuses on rekindling sales growth, Chief Executive Officer Andy Jassy is determined to unwind a pandemic-era expansion that saddled Amazon with a surfeit of warehouse space and too many employees. The company has been seeking to sub-lease at least 10 million square feet of space, Bloomberg reported in May. Fulfillment expenses increased 14% in the second quarter to $20.3 billion, less than analysts’ projected.</p><p>“Despite continued inflationary pressures in fuel, energy, and transportation costs, we’re making progress on the more controllable costs we referenced last quarter, particularly improving the productivity of our fulfillment network,” Jassy said in the statement.</p><p>With costs rising, Amazon in February increased the price of a Prime membership in the US, then followed this week with similar increases in Europe.</p><p>“It’s important for Jassy to reinforce their commitment to retail and acknowledge that they need to get spending to be more correlated to revenue growth,” said Michael Pachter, an analyst at Wedbush Securities Inc.</p><p>As part of its effort to cut costs, the company added full- and part-time jobs at the slowest rate since 2019. Total employment was more than 1.52 million as of June 30, which was a 14% increase from a year ago, but about 100,000 fewer than the previous quarter. Most of the reduction came from attrition in the warehouse and delivery network, and Amazon will continue to hire selectively for its cloud computing and advertising businesses, Chief Financial Officer Brian Olsavsky said on a call with reporters after the results.</p><p>“We will continue to add headcount, but are also mindful of the economic conditions,” Olsavsky said.</p><p>With online sales slowing, the CEO is seeking new sources of revenue. Earlier this month, Amazon announced it would buy primary-care company One Medical in a cash deal with an equity value of $3.49 billion. The startup operates clinics in cities across the US and furthers Amazon’s push into the health care industry.</p><p>Amazon Web Services, the profitable cloud-computing division, generated sales of $19.7 billion in the quarter, topping analysts’ average estimate of $19.4 billion. Advertising services, another cash cow, increased 14% to $8.76 billion.</p><p>Amazon said it had a net loss of $2 billion, or a loss of 20 cents a share, compared with net income of $7.8 billion, or 76 cents a share, in the quarter a year earlier. The company attributed the loss to its investment in electric-vehicle maker Rivian Automotive Inc.</p><p>Shares rose to a high of $138.75 in extended trading after closing at $122.28 in New York. The shares have dropped almost 27% this year amid a broader market downturn.</p><p>“The next two quarters feature Prime Day events that should recharge e-commerce momentum,” said Andrew Lipsman, an analyst at Insider Intelligence. “This will boost growth and reduce membership churn, while giving a jolt to the advertising business that’s increasingly responsible for Amazon’s bottom line. It looks like Amazon is finally primed to turn the corner after a rocky couple of quarters.”</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>Amazon Jumps on Strong Sales That Ease Fears of Slowdown</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\">\nAmazon Jumps on Strong Sales That Ease Fears of Slowdown\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-07-29 06:33 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.bloomberg.com/news/articles/2022-07-28/amazon-jumps-on-strong-sales-that-ease-fears-of-slowdown?srnd=technology-vp><strong>Bloomberg</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>E-commerce giant gives an optimistic revenue forecastCompany begins to rein in hiring with focus on cutting costsAmazon.com Inc. reported revenue that topped estimates and gave a strong sales forecast...</p>\n\n<a href=\"https://www.bloomberg.com/news/articles/2022-07-28/amazon-jumps-on-strong-sales-that-ease-fears-of-slowdown?srnd=technology-vp\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AMZN":"亚马逊"},"source_url":"https://www.bloomberg.com/news/articles/2022-07-28/amazon-jumps-on-strong-sales-that-ease-fears-of-slowdown?srnd=technology-vp","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1121533934","content_text":"E-commerce giant gives an optimistic revenue forecastCompany begins to rein in hiring with focus on cutting costsAmazon.com Inc. reported revenue that topped estimates and gave a strong sales forecast for the current quarter, allaying investor concerns about potential belt-tightening by inflation-rattled consumers. Shares jumped nearly 14% in extended trading.Sales increased 7.2% to $121.2 billion in the period ended June 30, the Seattle-based company said Thursday in a statement. Analysts, on average, estimated $119.5 billion.Operating income in the current quarter will range from break even to $3.5 billion on sales that may increase as much as 17% to $130 billion, the Seattle-based company said Thursday. Analysts, on average, projected a profit of $3.83 billion on sales of $127 billion, according to data compiled by Bloomberg.Even as he focuses on rekindling sales growth, Chief Executive Officer Andy Jassy is determined to unwind a pandemic-era expansion that saddled Amazon with a surfeit of warehouse space and too many employees. The company has been seeking to sub-lease at least 10 million square feet of space, Bloomberg reported in May. Fulfillment expenses increased 14% in the second quarter to $20.3 billion, less than analysts’ projected.“Despite continued inflationary pressures in fuel, energy, and transportation costs, we’re making progress on the more controllable costs we referenced last quarter, particularly improving the productivity of our fulfillment network,” Jassy said in the statement.With costs rising, Amazon in February increased the price of a Prime membership in the US, then followed this week with similar increases in Europe.“It’s important for Jassy to reinforce their commitment to retail and acknowledge that they need to get spending to be more correlated to revenue growth,” said Michael Pachter, an analyst at Wedbush Securities Inc.As part of its effort to cut costs, the company added full- and part-time jobs at the slowest rate since 2019. Total employment was more than 1.52 million as of June 30, which was a 14% increase from a year ago, but about 100,000 fewer than the previous quarter. Most of the reduction came from attrition in the warehouse and delivery network, and Amazon will continue to hire selectively for its cloud computing and advertising businesses, Chief Financial Officer Brian Olsavsky said on a call with reporters after the results.“We will continue to add headcount, but are also mindful of the economic conditions,” Olsavsky said.With online sales slowing, the CEO is seeking new sources of revenue. Earlier this month, Amazon announced it would buy primary-care company One Medical in a cash deal with an equity value of $3.49 billion. The startup operates clinics in cities across the US and furthers Amazon’s push into the health care industry.Amazon Web Services, the profitable cloud-computing division, generated sales of $19.7 billion in the quarter, topping analysts’ average estimate of $19.4 billion. Advertising services, another cash cow, increased 14% to $8.76 billion.Amazon said it had a net loss of $2 billion, or a loss of 20 cents a share, compared with net income of $7.8 billion, or 76 cents a share, in the quarter a year earlier. The company attributed the loss to its investment in electric-vehicle maker Rivian Automotive Inc.Shares rose to a high of $138.75 in extended trading after closing at $122.28 in New York. The shares have dropped almost 27% this year amid a broader market downturn.“The next two quarters feature Prime Day events that should recharge e-commerce momentum,” said Andrew Lipsman, an analyst at Insider Intelligence. “This will boost growth and reduce membership churn, while giving a jolt to the advertising business that’s increasingly responsible for Amazon’s bottom line. It looks like Amazon is finally primed to turn the corner after a rocky couple of quarters.”","news_type":1},"isVote":1,"tweetType":1,"viewCount":49,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9058282408,"gmtCreate":1654844546504,"gmtModify":1676535521916,"author":{"id":"3562062896102327","authorId":"3562062896102327","name":"johnpang","avatar":"https://static.tigerbbs.com/67d6cf5d85cb48ff1ee32e23d1266f98","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3562062896102327","authorIdStr":"3562062896102327"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/APPS\">$Digital Turbine(APPS)$</a>sell or hold ?","listText":"<a href=\"https://ttm.financial/S/APPS\">$Digital Turbine(APPS)$</a>sell or hold ?","text":"$Digital Turbine(APPS)$sell or hold ?","images":[{"img":"https://community-static.tradeup.com/news/c926a77d16a84f5d3ec09f21b58d4bc7","width":"1080","height":"1920"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9058282408","isVote":1,"tweetType":1,"viewCount":216,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9016352554,"gmtCreate":1649132937301,"gmtModify":1676534457445,"author":{"id":"3562062896102327","authorId":"3562062896102327","name":"johnpang","avatar":"https://static.tigerbbs.com/67d6cf5d85cb48ff1ee32e23d1266f98","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3562062896102327","authorIdStr":"3562062896102327"},"themes":[],"htmlText":"How ?","listText":"How ?","text":"How ?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9016352554","repostId":"2225886665","repostType":2,"repost":{"id":"2225886665","kind":"news","pubTimestamp":1649217606,"share":"https://ttm.financial/m/news/2225886665?lang=&edition=fundamental","pubTime":"2022-04-06 12:00","market":"us","language":"en","title":"Sea Limited's Shopee Moving Out Of India: Good Or Bad?","url":"https://stock-news.laohu8.com/highlight/detail?id=2225886665","media":"seekingalpha","summary":"SummaryLast week, Sea Limited announced that Shopee would withdraw from India.Initially, the stock d","content":"<html><head></head><body><p><b>Summary</b></p><ul><li>Last week, Sea Limited announced that Shopee would withdraw from India.</li><li>Initially, the stock dropped 10% but it ended up on the day.</li><li>I analyze the news, what it means for Sea as a whole and how this affects my view on the company.</li></ul><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/1cff71f84c3894bd1998e1f56d28fff2\" tg-width=\"750\" tg-height=\"500\" width=\"100%\" height=\"auto\"/><span>kokkai/iStock Unreleased via Getty Images</span></p><p><b>Introduction</b></p><p>If last Monday, you only looked at your portfolio at the end of the day, you missed the high volatility of Sea Limited&#39;s (NYSE:SE) stock that day. It was down about 10% in the early market hours but it ended up 0.93% if you added the after-market move. During market hours, it was up 0.74%.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/3dfc2e1e4ec801537320be8f7b026325\" tg-width=\"635\" tg-height=\"417\" width=\"100%\" height=\"auto\"/><span>YCharts</span></p><p>In the meantime, the stock continued to climb after this news and at the moment of writing, it&#39;s up 13.5% in a week.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/0074ef62f3078447dca0080fa83fe577\" tg-width=\"635\" tg-height=\"417\" width=\"100%\" height=\"auto\"/><span>Data by YCharts</span></p><p>Shopee India had just launched a few months earlier, in October 2021, when it started recruiting sellers in the country. It offered very interesting conditions to attract sellers, such as free shipping and zero commissions.</p><p>The Confederation of All India Traders or CAIT had filed a complaint that Shopee used predatory pricing tactics. The complaint actually summarized well how Shopee can grab so much market share so fast in new markets.</p><blockquote>Shopee’s deep discounting tactics, including flash sales of products for Re.1, Rs 9 and Rs 49, were aimed at attracting a large base of customers and consumer preference data which the company could use to its advantage.</blockquote><p>The CCI (Competition Commission of India) had dismissed this claim. The CCI confirmed the tactics but it said that Shopee didn&#39;t use these tactics to kill competition, as its position didn&#39;t allow that yet. CAIT had also claimed that Shopee should be banned from India, just like Free Fire because of its ties with Tencent (OTCPK:TCEHY). As far as I know, there has been no news about that part of the claim. Tencent still owns 18% of the shares and it has committed to holding substantial ownership for the longer term. Its voting power in Sea is now less than 10%, which is a crucial threshold.</p><p><b>The pieces of the puzzle</b></p><p>While the first reaction I had (and maybe you and the market as well) was that this had to do with the Free Fire ban, this paragraph of the Tech Crunch article seems to suggest otherwise:</p><blockquote>A source familiar with the matter told TechCrunch Shopee’s India shutdown decision is not linked with the Free Fire ban in India.</blockquote><p>Shopee India is not the first market that was closed a few months after the launch. Shopee France followed the same trajectory and that adds to the probability of this being true, although there could have been some form of trade-off behind the scenes. Something like: &#34;If you withdraw Shopee from India, we might be much more willing to allow Free Fire again.&#34; Free Fire is a cash machine, Shopee India is a money-losing initiative so that trade-off would probably be a no-brainer for Sea. But this is pure speculation. I&#39;m not trying to launch any conspiracy theory here.</p><p>The real reason to shut down Shopee India is probably much simpler. Just look at this statement from Sea that Tech Crunch cited (<i>my bold</i>).</p><blockquote><b>In view of global market uncertainties</b>, we have decided to close our early-stage Shopee India initiative.</blockquote><p>This is business talk and quite vague, but I think it&#39;s quite clear what&#39;s going on if you look at the context. Remember this quote from the Q4 conference call?</p><blockquote>We currently expect Shopee to achieve positive adjusted EBITDA before HQ cost allocation in Southeast Asia and Taiwan by this year.</blockquote><p>And this one:</p><blockquote>In Brazil, where Shopee was launched in late 2019, we have already achieved strong traction with meaningful commercialization and improving efficiency.</blockquote><p>And this one:</p><blockquote>However, we strongly believe that by investing prudently and sustainably in Shopee Lat Am and Brazil in particular, we will generate significant value for our shareholders in the long run.</blockquote><p>Sea also expects SeaMoney to be cash-flow positive next year already (2023).</p><p>Let&#39;s put the pieces of the puzzle together here.</p><p>(1) Sea will focus much more on profitability.</p><p>(2) There were 19 mentions of Shopee Brazil on the conference call and none of Shopee India</p><p>(3) Shopee India would be a vast money-losing operation for years to come.</p><p>(4) Shopee Brazil is much further down the road than Shopee India.</p><p>(5) The company sees that what it does is working in Brazil.</p><p>If you put everything together, I think that there is logic in the statement of Sea that looked so vague. So I&#39;ll repeat it here:</p><blockquote><b>In view of global market uncertainties</b>, we have decided to close our early-stage Shopee India initiative.</blockquote><p>I think it&#39;s obvious that Sea sees what the market wants right now: more profitability, less money-losing growth. If the circumstances change, companies should change.</p><p><b>Learning from the past</b></p><p>When the dotcom crash hit Amazon, this is how its EBITDA changed.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/9960cc477e8c66b7e59942c0a4d00ea5\" tg-width=\"635\" tg-height=\"417\" width=\"100%\" height=\"auto\"/><span>Data by YCharts</span></p><p>As you can see, the EBITDA of Amazon (AMZN) was negative all of the time, went down much more during the crash and then Amazon said that it would focus more on profitability and did so. Does this sound familiar? From that point on, Amazon&#39;s EBITDA just kept growing.</p><p>Mind you, it took a few years after the dotcom crash started before Amazon showed its power by posting positive EBITDA.</p><p><b>Is this a management mistake?</b></p><p>There are still a lot of other new Shopee markets, including Mexico, Colombia, Chile, Spain and Poland. Over the short term launching in so many countries at the same time has big implications for Sea&#39;s profitability. The fact that the market seems to have turned, that inflation is high and that interest rates will go up makes that we have a new situation. That&#39;s what&#39;s meant by</p><blockquote><b>In view of global market uncertainties</b>, we have decided to close our early-stage Shopee India initiative.</blockquote><p>Sea adapts to the new situation very fast. I would not be surprised if it closed its Spanish arm as well. And who knows, maybe even a few others, where Shopee doesn&#39;t see the traction that it had expected. In this new situation, that&#39;s not a mistake by the management, to the contrary. Adapting to new circumstances very fast is what the best companies of our time have always done. Netflix (NFLX) was going to launch Quikster and shut down the initiative after just a few weeks when it saw the reaction of customers and the market. Amazon focused on EBITDA when the market demanded that. Google (GOOGL) (GOOG) has also an impressive list of mistakes and failures and even Apple (AAPL) has scars.</p><p>If you want the perfect company, one that never makes any mistakes, you should probably invest in a company that has gone bankrupt. If you have to make decisions, you will make mistakes.</p><p>The number of errors that Amazon made is legendary and inherent to its business culture. The legendary Fire Phone was just the tip of the iceberg. You can read this list of 56 other failures. Here&#39;s a list of 50 Google failures. And here are 23 Apple mistakes. If you are still not convinced, Microsoft (MSFT) has probably wasted more money on failures than any other company. These are just 15 on the list.</p><p>Of course, no single mistake is identical. There are hardware and software mistakes. Usually, software mistakes are much less expensive. What you see is that hardware is shut down much faster; for software, it&#39;s often a few years, for the hardware failures, it&#39;s often in months. With its investments in zero commission and free shipping, Shopee resembles hardware failures much more and closing fast makes a lot of sense.</p><p>With hindsight knowledge, mistakes always look obvious. What was Microsoft thinking with its Nokia acquisition? Why did Amazon try to launch the Fire Phone? What was Google thinking when it launched the Google Glasses? Well, often, these companies had excellent reasons at the time. They saw a trend that they wanted to join, they saw an opportunity for competing, and they thought they could address a new market.</p><p><b>How I think about this</b></p><p>The same goes for Shopee. With the fast expansion, it thought that it made the best decision with everything known at the time. Don&#39;t forget that Sea went into these markets before October 2021. Only in November there was talk about inflation getting out of control and maybe not being transitory. It made a lot of sense going into new markets with the numbers Garena put up and the low-interest environment we lived in. Now that the circumstances have changed, the company has changed its strategy. That makes sense to me.</p><p>You can always interpret this kind of news in two ways. You can say that management screwed up, or you can say that management tried out a great opportunity.</p><p>Sea still has a lot of cash on its balance sheet, about $10B.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/af8d04022ba5aea798405b8b27d0cc9c\" tg-width=\"635\" tg-height=\"417\" width=\"100%\" height=\"auto\"/><span>Data by YCharts</span></p><p>At the same time, Garena remains a cash cow, even though it&#39;s not expected to grow anymore. But it adds to Sea&#39;s money pile. In an environment that looks suspiciously at companies investing huge piles of money for growth, and that only changed a few months ago, Sea changed its strategy. It will now focus on fewer markets where it has seen proof of traction, which can bring the scale of economy that Sea wants and it will focus on EBITDA profitability much faster than it had probably foreseen. That&#39;s more a sign of excellent management than poor management, in my opinion.</p><p>India probably only adds low single digits when it comes to Shopee&#39;s GMV (gross merchandise volume, the total dollar amount of all the products sold on the platform). Probably just 1% or 2%. Usually, Shopee beats that guidance. Maybe it just meets now, we&#39;ll have to see, but to me, this doesn&#39;t change the long-term thesis.</p><p>Shopee is still in a dozen other growth markets. It may shut down one or maybe a few others, but it will remain focusing on its 7 core markets: Singapore, Malaysia, Indonesia, Philippines, Taiwan, Thailand, and Vietnam. I am sure that it will keep investing heavily in Brazil too, as it clearly sees early signs of success there, with revenue up by 626% YoY in Brazil.</p><p>Mexico, Colombia and Chile are less certain and much earlier but I expect them to continue to invest there, but in declining order of certainty: Mexico, Colombia, Chile. I&#39;m not sure about Poland, although there are positive signs there, and even less sure about Spain as these are even much earlier and in a completely different market environment, resembling France a bit. I think there is a fairly high chance that Spain could also see Shopee leave, but we&#39;ll have to see. It is also possible that India was the last pull-back. As an outsider, you can&#39;t judge as well as the company, with its vast data points that it can use to make the necessary decisions.</p><p><b>Conclusion</b></p><p>We are in a different environment now and Shopee adapts to that new environment. I think that&#39;s more a strength than a weakness, although I&#39;m sure enough people will explain it as a failure of Sea&#39;s management. That&#39;s OK; everybody is entitled to their own opinion.</p><p>Shopee is still a very young company, just 6 years old (launched in 2015) and it has already shown impressive results in that short journey. It overtook Lazada and all other local players and became the number 1 in all of the Southeast Asian markets and Taiwan. I&#39;m confident that many other achievements will follow, but there will always be mistakes and stumbles. Knowing that Sea&#39;s management is not afraid to lose face by turning back the clock on what doesn&#39;t seem to work in the current circumstances doesn&#39;t lower my conviction.</p><p><i>In the meantime, keep growing!</i></p></body></html>","source":"seekingalpha","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Sea Limited's Shopee Moving Out Of India: Good Or Bad?</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's Shopee Moving Out Of India: Good Or Bad?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-04-06 12:00 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4499769-sea-stock-shopee-moving-out-india-good-bad><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryLast week, Sea Limited announced that Shopee would withdraw from India.Initially, the stock dropped 10% but it ended up on the day.I analyze the news, what it means for Sea as a whole and how ...</p>\n\n<a href=\"https://seekingalpha.com/article/4499769-sea-stock-shopee-moving-out-india-good-bad\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4535":"淡马锡持仓","BK4551":"寇图资本持仓","BK4548":"巴美列捷福持仓","BK4505":"高瓴资本持仓","BK4139":"生物科技","SE":"Sea Ltd","BK4581":"高盛持仓","BK4503":"景林资产持仓","BK4085":"互动家庭娱乐","BK4504":"桥水持仓","BK4526":"热门中概股","BK4566":"资本集团","BK4554":"元宇宙及AR概念"},"source_url":"https://seekingalpha.com/article/4499769-sea-stock-shopee-moving-out-india-good-bad","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"2225886665","content_text":"SummaryLast week, Sea Limited announced that Shopee would withdraw from India.Initially, the stock dropped 10% but it ended up on the day.I analyze the news, what it means for Sea as a whole and how this affects my view on the company.kokkai/iStock Unreleased via Getty ImagesIntroductionIf last Monday, you only looked at your portfolio at the end of the day, you missed the high volatility of Sea Limited's (NYSE:SE) stock that day. It was down about 10% in the early market hours but it ended up 0.93% if you added the after-market move. During market hours, it was up 0.74%.YChartsIn the meantime, the stock continued to climb after this news and at the moment of writing, it's up 13.5% in a week.Data by YChartsShopee India had just launched a few months earlier, in October 2021, when it started recruiting sellers in the country. It offered very interesting conditions to attract sellers, such as free shipping and zero commissions.The Confederation of All India Traders or CAIT had filed a complaint that Shopee used predatory pricing tactics. The complaint actually summarized well how Shopee can grab so much market share so fast in new markets.Shopee’s deep discounting tactics, including flash sales of products for Re.1, Rs 9 and Rs 49, were aimed at attracting a large base of customers and consumer preference data which the company could use to its advantage.The CCI (Competition Commission of India) had dismissed this claim. The CCI confirmed the tactics but it said that Shopee didn't use these tactics to kill competition, as its position didn't allow that yet. CAIT had also claimed that Shopee should be banned from India, just like Free Fire because of its ties with Tencent (OTCPK:TCEHY). As far as I know, there has been no news about that part of the claim. Tencent still owns 18% of the shares and it has committed to holding substantial ownership for the longer term. Its voting power in Sea is now less than 10%, which is a crucial threshold.The pieces of the puzzleWhile the first reaction I had (and maybe you and the market as well) was that this had to do with the Free Fire ban, this paragraph of the Tech Crunch article seems to suggest otherwise:A source familiar with the matter told TechCrunch Shopee’s India shutdown decision is not linked with the Free Fire ban in India.Shopee India is not the first market that was closed a few months after the launch. Shopee France followed the same trajectory and that adds to the probability of this being true, although there could have been some form of trade-off behind the scenes. Something like: \"If you withdraw Shopee from India, we might be much more willing to allow Free Fire again.\" Free Fire is a cash machine, Shopee India is a money-losing initiative so that trade-off would probably be a no-brainer for Sea. But this is pure speculation. I'm not trying to launch any conspiracy theory here.The real reason to shut down Shopee India is probably much simpler. Just look at this statement from Sea that Tech Crunch cited (my bold).In view of global market uncertainties, we have decided to close our early-stage Shopee India initiative.This is business talk and quite vague, but I think it's quite clear what's going on if you look at the context. Remember this quote from the Q4 conference call?We currently expect Shopee to achieve positive adjusted EBITDA before HQ cost allocation in Southeast Asia and Taiwan by this year.And this one:In Brazil, where Shopee was launched in late 2019, we have already achieved strong traction with meaningful commercialization and improving efficiency.And this one:However, we strongly believe that by investing prudently and sustainably in Shopee Lat Am and Brazil in particular, we will generate significant value for our shareholders in the long run.Sea also expects SeaMoney to be cash-flow positive next year already (2023).Let's put the pieces of the puzzle together here.(1) Sea will focus much more on profitability.(2) There were 19 mentions of Shopee Brazil on the conference call and none of Shopee India(3) Shopee India would be a vast money-losing operation for years to come.(4) Shopee Brazil is much further down the road than Shopee India.(5) The company sees that what it does is working in Brazil.If you put everything together, I think that there is logic in the statement of Sea that looked so vague. So I'll repeat it here:In view of global market uncertainties, we have decided to close our early-stage Shopee India initiative.I think it's obvious that Sea sees what the market wants right now: more profitability, less money-losing growth. If the circumstances change, companies should change.Learning from the pastWhen the dotcom crash hit Amazon, this is how its EBITDA changed.Data by YChartsAs you can see, the EBITDA of Amazon (AMZN) was negative all of the time, went down much more during the crash and then Amazon said that it would focus more on profitability and did so. Does this sound familiar? From that point on, Amazon's EBITDA just kept growing.Mind you, it took a few years after the dotcom crash started before Amazon showed its power by posting positive EBITDA.Is this a management mistake?There are still a lot of other new Shopee markets, including Mexico, Colombia, Chile, Spain and Poland. Over the short term launching in so many countries at the same time has big implications for Sea's profitability. The fact that the market seems to have turned, that inflation is high and that interest rates will go up makes that we have a new situation. That's what's meant byIn view of global market uncertainties, we have decided to close our early-stage Shopee India initiative.Sea adapts to the new situation very fast. I would not be surprised if it closed its Spanish arm as well. And who knows, maybe even a few others, where Shopee doesn't see the traction that it had expected. In this new situation, that's not a mistake by the management, to the contrary. Adapting to new circumstances very fast is what the best companies of our time have always done. Netflix (NFLX) was going to launch Quikster and shut down the initiative after just a few weeks when it saw the reaction of customers and the market. Amazon focused on EBITDA when the market demanded that. Google (GOOGL) (GOOG) has also an impressive list of mistakes and failures and even Apple (AAPL) has scars.If you want the perfect company, one that never makes any mistakes, you should probably invest in a company that has gone bankrupt. If you have to make decisions, you will make mistakes.The number of errors that Amazon made is legendary and inherent to its business culture. The legendary Fire Phone was just the tip of the iceberg. You can read this list of 56 other failures. Here's a list of 50 Google failures. And here are 23 Apple mistakes. If you are still not convinced, Microsoft (MSFT) has probably wasted more money on failures than any other company. These are just 15 on the list.Of course, no single mistake is identical. There are hardware and software mistakes. Usually, software mistakes are much less expensive. What you see is that hardware is shut down much faster; for software, it's often a few years, for the hardware failures, it's often in months. With its investments in zero commission and free shipping, Shopee resembles hardware failures much more and closing fast makes a lot of sense.With hindsight knowledge, mistakes always look obvious. What was Microsoft thinking with its Nokia acquisition? Why did Amazon try to launch the Fire Phone? What was Google thinking when it launched the Google Glasses? Well, often, these companies had excellent reasons at the time. They saw a trend that they wanted to join, they saw an opportunity for competing, and they thought they could address a new market.How I think about thisThe same goes for Shopee. With the fast expansion, it thought that it made the best decision with everything known at the time. Don't forget that Sea went into these markets before October 2021. Only in November there was talk about inflation getting out of control and maybe not being transitory. It made a lot of sense going into new markets with the numbers Garena put up and the low-interest environment we lived in. Now that the circumstances have changed, the company has changed its strategy. That makes sense to me.You can always interpret this kind of news in two ways. You can say that management screwed up, or you can say that management tried out a great opportunity.Sea still has a lot of cash on its balance sheet, about $10B.Data by YChartsAt the same time, Garena remains a cash cow, even though it's not expected to grow anymore. But it adds to Sea's money pile. In an environment that looks suspiciously at companies investing huge piles of money for growth, and that only changed a few months ago, Sea changed its strategy. It will now focus on fewer markets where it has seen proof of traction, which can bring the scale of economy that Sea wants and it will focus on EBITDA profitability much faster than it had probably foreseen. That's more a sign of excellent management than poor management, in my opinion.India probably only adds low single digits when it comes to Shopee's GMV (gross merchandise volume, the total dollar amount of all the products sold on the platform). Probably just 1% or 2%. Usually, Shopee beats that guidance. Maybe it just meets now, we'll have to see, but to me, this doesn't change the long-term thesis.Shopee is still in a dozen other growth markets. It may shut down one or maybe a few others, but it will remain focusing on its 7 core markets: Singapore, Malaysia, Indonesia, Philippines, Taiwan, Thailand, and Vietnam. I am sure that it will keep investing heavily in Brazil too, as it clearly sees early signs of success there, with revenue up by 626% YoY in Brazil.Mexico, Colombia and Chile are less certain and much earlier but I expect them to continue to invest there, but in declining order of certainty: Mexico, Colombia, Chile. I'm not sure about Poland, although there are positive signs there, and even less sure about Spain as these are even much earlier and in a completely different market environment, resembling France a bit. I think there is a fairly high chance that Spain could also see Shopee leave, but we'll have to see. It is also possible that India was the last pull-back. As an outsider, you can't judge as well as the company, with its vast data points that it can use to make the necessary decisions.ConclusionWe are in a different environment now and Shopee adapts to that new environment. I think that's more a strength than a weakness, although I'm sure enough people will explain it as a failure of Sea's management. That's OK; everybody is entitled to their own opinion.Shopee is still a very young company, just 6 years old (launched in 2015) and it has already shown impressive results in that short journey. It overtook Lazada and all other local players and became the number 1 in all of the Southeast Asian markets and Taiwan. I'm confident that many other achievements will follow, but there will always be mistakes and stumbles. Knowing that Sea's management is not afraid to lose face by turning back the clock on what doesn't seem to work in the current circumstances doesn't lower my conviction.In the meantime, keep growing!","news_type":1},"isVote":1,"tweetType":1,"viewCount":54,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9038636038,"gmtCreate":1646809257940,"gmtModify":1676534164971,"author":{"id":"3562062896102327","authorId":"3562062896102327","name":"johnpang","avatar":"https://static.tigerbbs.com/67d6cf5d85cb48ff1ee32e23d1266f98","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3562062896102327","authorIdStr":"3562062896102327"},"themes":[],"htmlText":"Nice&nbsp;","listText":"Nice&nbsp;","text":"Nice","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9038636038","repostId":"2218403389","repostType":4,"repost":{"id":"2218403389","kind":"highlight","weMediaInfo":{"introduction":"Reuters.com brings you the latest news from around the world, covering breaking news in markets, business, politics, entertainment and technology","home_visible":1,"media_name":"Reuters","id":"1036604489","head_image":"https://static.tigerbbs.com/443ce19704621c837795676028cec868"},"pubTimestamp":1646780725,"share":"https://ttm.financial/m/news/2218403389?lang=&edition=fundamental","pubTime":"2022-03-09 07:05","market":"us","language":"en","title":"US STOCKS-Wall St Ends down in Rocky Session as U.S. Bans Russian Oil Imports","url":"https://stock-news.laohu8.com/highlight/detail?id=2218403389","media":"Reuters","summary":"Major U.S. stock indexes ended lower in rocky trading on Tuesday, as investors weighed fast-paced developments around the crisis in Ukraine as the United States banned Russian oil and other energy imp","content":"<html><head></head><body><p>Major U.S. stock indexes ended lower in rocky trading on Tuesday, as investors weighed fast-paced developments around the crisis in Ukraine as the United States banned Russian oil and other energy imports over the invasion.</p><p>Losses accelerated into the end of Tuesday&#39;s up-and-down session, a day after steep declines that saw the tech-heavy Nasdaq confirm it was in a bear market. The benchmark S&amp;P 500 fell for a fourth straight session.</p><p>U.S. President Joe Biden announced the ban on Russian oil and other energy imports, underscoring strong bipartisan support for a move that he acknowledged would drive up U.S. energy prices, while Britain said it would phase out imports of Russian oil and oil products by the end of 2022.</p><p>&#34;I think it is just investors trying to probe whether it is worth buying the dips and we had a real big <a href=\"https://laohu8.com/S/AONE.U\">one</a> yesterday,&#34; said Chuck Carlson, chief executive officer at Horizon Investment Services in Hammond, Indiana. &#34;Anytime that the buying seems to get a little out of hand on the upside there seems to be willing sellers coming in.&#34;</p><p>“To me, it’s a trader’s market and people looking for very short-term momentum shifts to trade,” Carlson said.</p><p>The Dow Jones Industrial Average    fell 184.74 points, or 0.56%, to 32,632.64, the S&amp;P 500    lost 30.39 points, or 0.72%, to 4,170.7 and the Nasdaq Composite    dropped 35.41 points, or 0.28%, to 12,795.55.</p><p>Defensive sectors were the biggest decliners, with consumer staples falling 2.6%, healthcare dropping 2.1% and utilities down 1.6%.</p><p>Gains in megacap growth stocks, such as Tesla, <a href=\"https://laohu8.com/S/FB\">Meta Platforms</a> and Alphabet, helped mitigate losses for the S&amp;P 500.</p><p>The energy sector, a standout performer this year,  continued its charge higher, rising 1.4%.</p><p>Brent crude topped $130 per barrel along with other commodities, triggering alarm over surging inflation and the impact on global economic growth. U.S. gasoline prices hit a record on Tuesday.</p><p>&#34;There is just a lot of uncertainty right now of what the impact is going to be on the U.S. economy,&#34; said James Ragan, director of wealth management research at D.A. Davidson. &#34;I think we will see a little pullback in the U.S. consumer. Obviously, the gasoline prices are going to cause people to pause a little bit.&#34;</p><p>Ukraine&#39;s government accused Russian forces of shelling a humanitarian corridor that Moscow, which describes its actions as a &#34;special operation&#34;, had promised to open to let residents flee the besieged port of Mariupol.</p><p>Stocks have struggled as concerns about the Russia-Ukraine crisis have deepened a sell-off initially fueled by worries over higher bond yields as the Federal Reserve is expected to tighten monetary policy this year to fight inflation.</p><p>On Monday, the Nasdaq confirmed it was in a bear market, falling over 20% from its record high, while the Dow Jones Industrial Average confirmed it was in a correction as it closed more than 10% lower from its record peak.</p><p>In company news, shares of Caterpillar Inc jumped 6.8% after Jefferies upgraded the construction equipment maker&#39;s stock to &#34;buy&#34; from &#34;hold&#34; as a hedge against inflation and prospects of more investments.</p><p>Declining issues outnumbered advancing ones on the NYSE by a 1.02-to-1 ratio; on Nasdaq, a 1.09-to-1 ratio favored advancers.</p><p>The S&amp;P 500 posted 18 new 52-week highs and 78 new lows; the Nasdaq Composite recorded 34 new highs and 525 new lows.</p><p>About 19 billion shares changed hands in U.S. exchanges, the most in over a year, compared with the 13.4 billion daily average over the last 20 sessions.</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 St Ends down in Rocky Session as U.S. Bans Russian Oil Imports</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\">\nUS STOCKS-Wall St Ends down in Rocky Session as U.S. Bans Russian Oil Imports\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\">2022-03-09 07:05</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Major U.S. stock indexes ended lower in rocky trading on Tuesday, as investors weighed fast-paced developments around the crisis in Ukraine as the United States banned Russian oil and other energy imports over the invasion.</p><p>Losses accelerated into the end of Tuesday&#39;s up-and-down session, a day after steep declines that saw the tech-heavy Nasdaq confirm it was in a bear market. The benchmark S&amp;P 500 fell for a fourth straight session.</p><p>U.S. President Joe Biden announced the ban on Russian oil and other energy imports, underscoring strong bipartisan support for a move that he acknowledged would drive up U.S. energy prices, while Britain said it would phase out imports of Russian oil and oil products by the end of 2022.</p><p>&#34;I think it is just investors trying to probe whether it is worth buying the dips and we had a real big <a href=\"https://laohu8.com/S/AONE.U\">one</a> yesterday,&#34; said Chuck Carlson, chief executive officer at Horizon Investment Services in Hammond, Indiana. &#34;Anytime that the buying seems to get a little out of hand on the upside there seems to be willing sellers coming in.&#34;</p><p>“To me, it’s a trader’s market and people looking for very short-term momentum shifts to trade,” Carlson said.</p><p>The Dow Jones Industrial Average    fell 184.74 points, or 0.56%, to 32,632.64, the S&amp;P 500    lost 30.39 points, or 0.72%, to 4,170.7 and the Nasdaq Composite    dropped 35.41 points, or 0.28%, to 12,795.55.</p><p>Defensive sectors were the biggest decliners, with consumer staples falling 2.6%, healthcare dropping 2.1% and utilities down 1.6%.</p><p>Gains in megacap growth stocks, such as Tesla, <a href=\"https://laohu8.com/S/FB\">Meta Platforms</a> and Alphabet, helped mitigate losses for the S&amp;P 500.</p><p>The energy sector, a standout performer this year,  continued its charge higher, rising 1.4%.</p><p>Brent crude topped $130 per barrel along with other commodities, triggering alarm over surging inflation and the impact on global economic growth. U.S. gasoline prices hit a record on Tuesday.</p><p>&#34;There is just a lot of uncertainty right now of what the impact is going to be on the U.S. economy,&#34; said James Ragan, director of wealth management research at D.A. Davidson. &#34;I think we will see a little pullback in the U.S. consumer. Obviously, the gasoline prices are going to cause people to pause a little bit.&#34;</p><p>Ukraine&#39;s government accused Russian forces of shelling a humanitarian corridor that Moscow, which describes its actions as a &#34;special operation&#34;, had promised to open to let residents flee the besieged port of Mariupol.</p><p>Stocks have struggled as concerns about the Russia-Ukraine crisis have deepened a sell-off initially fueled by worries over higher bond yields as the Federal Reserve is expected to tighten monetary policy this year to fight inflation.</p><p>On Monday, the Nasdaq confirmed it was in a bear market, falling over 20% from its record high, while the Dow Jones Industrial Average confirmed it was in a correction as it closed more than 10% lower from its record peak.</p><p>In company news, shares of Caterpillar Inc jumped 6.8% after Jefferies upgraded the construction equipment maker&#39;s stock to &#34;buy&#34; from &#34;hold&#34; as a hedge against inflation and prospects of more investments.</p><p>Declining issues outnumbered advancing ones on the NYSE by a 1.02-to-1 ratio; on Nasdaq, a 1.09-to-1 ratio favored advancers.</p><p>The S&amp;P 500 posted 18 new 52-week highs and 78 new lows; the Nasdaq Composite recorded 34 new highs and 525 new lows.</p><p>About 19 billion shares changed hands in U.S. exchanges, the most in over a year, compared with the 13.4 billion daily average over the last 20 sessions.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4514":"搜索引擎","BK4553":"喜马拉雅资本持仓","BK4507":"流媒体概念","BK4527":"明星科技股","GOOG":"谷歌","BK4077":"互动媒体与服务","BK4533":"AQR资本管理(全球第二大对冲基金)","BK4579":"人工智能","BK4525":"远程办公概念","BK4566":"资本集团","BK4554":"元宇宙及AR概念","BK4548":"巴美列捷福持仓"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2218403389","content_text":"Major U.S. stock indexes ended lower in rocky trading on Tuesday, as investors weighed fast-paced developments around the crisis in Ukraine as the United States banned Russian oil and other energy imports over the invasion.Losses accelerated into the end of Tuesday's up-and-down session, a day after steep declines that saw the tech-heavy Nasdaq confirm it was in a bear market. The benchmark S&P 500 fell for a fourth straight session.U.S. President Joe Biden announced the ban on Russian oil and other energy imports, underscoring strong bipartisan support for a move that he acknowledged would drive up U.S. energy prices, while Britain said it would phase out imports of Russian oil and oil products by the end of 2022.\"I think it is just investors trying to probe whether it is worth buying the dips and we had a real big one yesterday,\" said Chuck Carlson, chief executive officer at Horizon Investment Services in Hammond, Indiana. \"Anytime that the buying seems to get a little out of hand on the upside there seems to be willing sellers coming in.\"“To me, it’s a trader’s market and people looking for very short-term momentum shifts to trade,” Carlson said.The Dow Jones Industrial Average    fell 184.74 points, or 0.56%, to 32,632.64, the S&P 500    lost 30.39 points, or 0.72%, to 4,170.7 and the Nasdaq Composite    dropped 35.41 points, or 0.28%, to 12,795.55.Defensive sectors were the biggest decliners, with consumer staples falling 2.6%, healthcare dropping 2.1% and utilities down 1.6%.Gains in megacap growth stocks, such as Tesla, Meta Platforms and Alphabet, helped mitigate losses for the S&P 500.The energy sector, a standout performer this year,  continued its charge higher, rising 1.4%.Brent crude topped $130 per barrel along with other commodities, triggering alarm over surging inflation and the impact on global economic growth. U.S. gasoline prices hit a record on Tuesday.\"There is just a lot of uncertainty right now of what the impact is going to be on the U.S. economy,\" said James Ragan, director of wealth management research at D.A. Davidson. \"I think we will see a little pullback in the U.S. consumer. Obviously, the gasoline prices are going to cause people to pause a little bit.\"Ukraine's government accused Russian forces of shelling a humanitarian corridor that Moscow, which describes its actions as a \"special operation\", had promised to open to let residents flee the besieged port of Mariupol.Stocks have struggled as concerns about the Russia-Ukraine crisis have deepened a sell-off initially fueled by worries over higher bond yields as the Federal Reserve is expected to tighten monetary policy this year to fight inflation.On Monday, the Nasdaq confirmed it was in a bear market, falling over 20% from its record high, while the Dow Jones Industrial Average confirmed it was in a correction as it closed more than 10% lower from its record peak.In company news, shares of Caterpillar Inc jumped 6.8% after Jefferies upgraded the construction equipment maker's stock to \"buy\" from \"hold\" as a hedge against inflation and prospects of more investments.Declining issues outnumbered advancing ones on the NYSE by a 1.02-to-1 ratio; on Nasdaq, a 1.09-to-1 ratio favored advancers.The S&P 500 posted 18 new 52-week highs and 78 new lows; the Nasdaq Composite recorded 34 new highs and 525 new lows.About 19 billion shares changed hands in U.S. exchanges, the most in over a year, compared with the 13.4 billion daily average over the last 20 sessions.","news_type":1},"isVote":1,"tweetType":1,"viewCount":329,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9968875472,"gmtCreate":1669193572197,"gmtModify":1676538165340,"author":{"id":"3562062896102327","authorId":"3562062896102327","name":"johnpang","avatar":"https://static.tigerbbs.com/67d6cf5d85cb48ff1ee32e23d1266f98","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3562062896102327","authorIdStr":"3562062896102327"},"themes":[],"htmlText":"Pls come up&nbsp;","listText":"Pls come up&nbsp;","text":"Pls come up","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9968875472","repostId":"1146860364","repostType":4,"isVote":1,"tweetType":1,"viewCount":481,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9061330955,"gmtCreate":1651563427972,"gmtModify":1676534927923,"author":{"id":"3562062896102327","authorId":"3562062896102327","name":"johnpang","avatar":"https://static.tigerbbs.com/67d6cf5d85cb48ff1ee32e23d1266f98","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3562062896102327","authorIdStr":"3562062896102327"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/YSG\">$Yatsen Holding Limited(YSG)$</a>whats next ?","listText":"<a href=\"https://ttm.financial/S/YSG\">$Yatsen Holding Limited(YSG)$</a>whats next ?","text":"$Yatsen Holding Limited(YSG)$whats next ?","images":[{"img":"https://community-static.tradeup.com/news/eccd3e993d4e2148c21e2991b3c85e98","width":"1080","height":"1920"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9061330955","isVote":1,"tweetType":1,"viewCount":341,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9010667947,"gmtCreate":1648359569505,"gmtModify":1676534331338,"author":{"id":"3562062896102327","authorId":"3562062896102327","name":"johnpang","avatar":"https://static.tigerbbs.com/67d6cf5d85cb48ff1ee32e23d1266f98","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3562062896102327","authorIdStr":"3562062896102327"},"themes":[],"htmlText":"Meta","listText":"Meta","text":"Meta","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9010667947","repostId":"2221071429","repostType":4,"repost":{"id":"2221071429","kind":"news","pubTimestamp":1648343569,"share":"https://ttm.financial/m/news/2221071429?lang=&edition=fundamental","pubTime":"2022-03-27 09:12","market":"us","language":"en","title":"Alphabet Vs. Meta: One Is The Much Better Buy","url":"https://stock-news.laohu8.com/highlight/detail?id=2221071429","media":"seekingalpha","summary":"FotoMaximum/iStock via Getty ImagesAlphabet (NASDAQ:GOOG) (NASDAQ:GOOGL) and Meta (NASDAQ:FB) are fa","content":"<html><head></head><body><p></p><p><img src=\"https://static.tigerbbs.com/f8682b68644fb0e700ccf73bfd598736\" tg-width=\"750\" tg-height=\"500\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>FotoMaximum/iStock via Getty Images</p><p></p><p>Alphabet (NASDAQ:GOOG) (NASDAQ:GOOGL) and Meta (NASDAQ:FB) are famous for enriching millions of investors over the last eight years.</p><p><b> Alphabet And Meta Returns Since 2013</b></p><p></p><p><img src=\"https://static.tigerbbs.com/c7de1c1120c62c3dad9c49e5d4e5a134\" tg-width=\"640\" tg-height=\"112\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>Portfolio Visualizer Premium</p><p></p><p>In fact, both have crushed even the red hot Nasdaq during <a href=\"https://laohu8.com/S/AONE.U\">one</a> of the hottest tech bull runs in US history, delivering Buffett-like 25% returns that resulted in an 8X return.</p><p></p><p><img src=\"https://static.tigerbbs.com/ad549342543f2ced891f57b6c43bb4fd\" tg-width=\"640\" tg-height=\"388\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>Ycharts</p><p></p><p>While the market is currently in a correction, and growth stocks have been especially hard hit, Meta has been crushed, falling into a 50% bear market.</p><p>I&#39;ve bought both growth legends in this correction, but one is a core growth name in my correction plan, and the other is a non-core holding.</p><p>So let me explain why both Meta and Alphabet are great companies, worth owning, and even buying more of right now.</p><p>However, a careful examination of both of their fundamentals makes it clear that Alphabet is the global king of digital marketing, and this is likely to remain the case for the foreseeable future.</p><h2>The Challenge Facing Digital Marketers Right Now</h2><p></p><p><img src=\"https://static.tigerbbs.com/a556ac1fd6482c83da2db4af6d5b7540\" tg-width=\"640\" tg-height=\"637\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>eMarketer</p><p></p><p>GOOG, FB, and Amazon (AMZN) have a triopoly on US digital marketing, commanding an estimated 65% of the market.</p><p>Both GOOG and FB are losing market share to AMZN because Amazon&#39;s ads are 3X as effective at converting to actual sales.</p><p>That&#39;s because Amazon has spent decades gathering customer sales data and knows what its customers want better than anyone on earth.</p><p>Apple&#39;s (AAPL) recent privacy shift in iOS, makes it much easier to opt out of data tracking, and 62% of iPhone users have indeed opted out.</p><p>This has proven a hammer blow to FB, which management says could cost it $10 billion in 2022 alone.</p><p>GOOG is less at risk since it still has the search data it can use to optimize for targeted ads.</p><p>AMZN is the least at risk since it relies far less on cookie tracking than its rivals.</p><p>This kind of business model disruption is part of FB and GOOG&#39;s risk profile, which brings us to our first point of comparison.</p><h2>Long-Term Risk Management: Winner Alphabet</h2><p>How do we quantify, monitor, and track such a complex risk profile? By doing what big institutions do.</p><h2>Material Financial ESG Risk Analysis: How Large Institutions Measure Total Risk</h2><ul><li>4 Things You Need To Know To Profit From ESG Investing</li><li>What Investors Need To Know About Company Long-Term Risk Management (Video)</li></ul><p>Here is a special report that outlines the most important aspects of understanding long-term ESG financial risks for your investments.</p><ul><li>ESG is NOT &#34;political or personal ethics based investing&#34;</li><li>it&#39;s total long-term risk management analysis</li></ul><blockquote><i><b>ESG is just normal risk by another name.</b></i><i>&#34; Simon MacMahon, head of ESG and corporate governance research, Sustainalytics&#34; - Morningstar</i></blockquote><blockquote><i>ESG factors are taken into consideration, alongside all other credit factors, when we consider they are relevant to and have or may have a material influence on creditworthiness.&#34; - S&amp;P</i></blockquote><p>ESG is a measure of risk, not of ethics, political correctness, or personal opinion.</p><p>S&amp;P, Fitch, Moody&#39;s, DBRS (Canadian rating agency), AMBest (insurance rating agency), R&amp;I Credit Rating (Japanese rating agency), and the Japan Credit Rating Agency <b>have been using ESG models in their credit ratings for decades.</b></p><ul><li><b>every credit rating for the last 30 years has included these risk models, you just weren&#39;t aware of it </b></li><li>credit and risk management ratings make up 41% of the DK safety and quality model</li><li>dividend/balance sheet/risk ratings make up 82% of the DK safety and quality model</li></ul><p>Every major financial institution also tracks long-term risk management and considers it essential to sound long-term investing including,</p><ul><li>BlackRock</li><li>MSCI</li><li>JPMorgan</li><li>Wells Fargo</li><li>Bank of America</li><li>Deutsche Bank</li><li>virtually every major financial institution in the world</li></ul><p>We use six rating agencies to get a consensus risk management percentile, comparing how well a company manages its risk relative to its peers.</p><p>For context:</p><ul><li>master list average: 62nd percentile</li><li>dividend kings: 63rd percentile</li><li>dividend aristocrats: 67th percentile</li><li>Ultra SWANs: 71st percentile</li></ul><p>The better a company&#39;s risk management consensus the more likely it will be able to adapt to challenges to its business model, as we&#39;re seeing now with GOOG and FB.</p><h4>Meta Long-Term Risk-Management Consensus</h4><table><colgroup></colgroup><tbody><tr><td><b>Rating Agency</b></td><td><b>Industry Percentile</b></td><td><p><b>Rating Agency Classification</b></p></td></tr><tr><td>MSCI 37 Metric Model</td><td>26.0%</td><td><p>B Industry Laggard, Negative Trend</p></td></tr><tr><td>Morningstar/Sustainalytics 20 Metric Model</td><td>0.7%</td><td><p>32.4/100 High-Risk</p></td></tr><tr><td>Reuters&#39;/Refinitiv 500+ Metric Model</td><td>88.9%</td><td>Good</td></tr><tr><td>S&amp;P 1,000+ Metric Model</td><td>18.0%</td><td><p>Very Poor- Stable Trend</p></td></tr><tr><td>Just Capital 19 Metric Model</td><td>50.0%</td><td>Average</td></tr><tr><td>FactSet</td><td>30.0%</td><td><p>Below-Average Stable Trend</p></td></tr><tr><td>Morningstar Global Percentile</td><td>30.6%</td><td>Below-Average</td></tr><tr><td>Just Capital Global Percentile</td><td>25.4%</td><td>Poor</td></tr><tr><td><b>Consensus</b></td><td><b>33.7%</b></td><td><p><b>Below-Average (verging on poor) - medium risk</b></p></td></tr></tbody></table><p><i>(Sources: MSCI, Morningstar, Reuters&#39;, Just Capital, S&amp;P, FactSet Research)</i></p><p>The rating agency consensus is that FB is below-average at managing its risk, verging on poor.</p><p>Now contrast that with GOOG.</p><h4>Alphabet Long-Term Risk-Management Consensus</h4><table><colgroup></colgroup><tbody><tr><td><b>Rating Agency</b></td><td><b>Industry Percentile</b></td><td><p><b>Rating Agency Classification</b></p></td></tr><tr><td>MSCI 37 Metric Model</td><td>53.0%</td><td><p>BBB Average, Negative Trend</p></td></tr><tr><td>Morningstar/Sustainalytics 20 Metric Model</td><td>39.7%</td><td><p>24.3/100 Medium-Risk</p></td></tr><tr><td>Reuters&#39;/Refinitiv 500+ Metric Model</td><td>85.88%</td><td>Good</td></tr><tr><td>S&amp;P 1,000+ Metric Model</td><td>47.0%</td><td><p>Average- Positive Trend</p></td></tr><tr><td>Just Capital 19 Metric Model</td><td>100.00%</td><td><p>#1 Industry Leader</p></td></tr><tr><td>FactSet</td><td>30.0%</td><td><p>Below-Average Stable Trend</p></td></tr><tr><td>Morningstar Global Percentile</td><td>60.88</td><td>Above-Average</td></tr><tr><td>Just Capital Global Percentile</td><td>100%</td><td><p>#1 Industry Leader, #1 Company In America</p></td></tr><tr><td><b>Consensus</b></td><td><b>64.6%</b></td><td><b>Above-Average - low risk </b></td></tr></tbody></table><p><i>(Sources: MSCI, Morningstar, Reuters&#39;, Just Capital, S&amp;P, FactSet Research)</i></p><p>GOOG doesn&#39;t just manage its long-term risk better than FB, it&#39;s beating FB by 31%.</p><ul><li>far more likely to successfully deal with privacy policy shifts, regulators, and every other major risk to its business model</li></ul><p>And risk-management isn&#39;t the only factor in which GOOG outshines FB by a wide margin.</p><h2>Overall Quality: Winner, Alphabet</h2><p>The Dividend King&#39;s overall quality scores are based on a 241 point model that includes:</p><ul><li><p>dividend safety</p></li><li><p>balance sheet strength</p></li><li><p>credit ratings</p></li><li><p>credit default swap medium-term bankruptcy risk data</p></li><li><p>short and long-term bankruptcy risk</p></li><li><p>accounting and corporate fraud risk</p></li><li><p>profitability and business model</p></li><li><p>growth consensus estimates</p></li><li><p>management growth guidance</p></li><li><p>historical earnings growth rates</p></li><li><p>historical cash flow growth rates</p></li><li><p>historical dividend growth rates</p></li><li><p>historical sales growth rates</p></li><li><p>cost of capital</p></li><li><p>long-term risk-management scores from MSCI, Morningstar, FactSet, S&amp;P, Reuters&#39;/Refinitiv, and Just Capital</p></li><li><p>management quality</p></li><li><p>dividend friendly corporate culture/income dependability</p></li><li><p>long-term total returns (a Ben Graham sign of quality)</p></li><li><p>analyst consensus long-term return potential</p></li></ul><p>It actually includes over 1,000 metrics if you count everything factored in by 12 rating agencies we use to assess fundamental risk.</p><ul><li><p>credit and risk management ratings make up 41% of the DK safety and quality model</p></li><li><p>dividend/balance sheet/risk ratings make up 82% of the DK safety and quality model</p></li></ul><p>How do we know that our safety and quality model works well?</p><p>During the two worst recessions in 75 years, our safety model predicted 87% of blue-chip dividend cuts during the ultimate baptism by fire for any dividend safety model.</p><p>That&#39;s because we don&#39;t miss anything important about a company&#39;s fundamental safety and quality.</p><p>So how do GOOG and FB stack up on one of the world&#39;s most comprehensive and accurate safety and quality models?</p><h2>Meta: A Speculative 11/19 Quality Blue-Chip</h2><p><b>Meta Balance Sheet Safety</b></p><table><colgroup></colgroup><tbody><tr><td><b>Rating</b></td><td><b>Dividend Kings Safety Score (151 Point Safety Model)</b></td><td><b>Approximate Dividend Cut Risk (Average Recession)</b></td><td><p><b>Approximate Dividend Cut Risk In Pandemic Level Recession</b></p></td></tr><tr><td>1 - unsafe</td><td>0% to 20%</td><td>over 4%</td><td>16+%</td></tr><tr><td>2- below average</td><td>21% to 40%</td><td>over 2%</td><td>8% to 16%</td></tr><tr><td>3 - average</td><td>41% to 60%</td><td>2%</td><td>4% to 8%</td></tr><tr><td>4 - safe</td><td>61% to 80%</td><td>1%</td><td>2% to 4%</td></tr><tr><td>5- very safe</td><td>81% to 100%</td><td>0.5%</td><td>1% to 2%</td></tr><tr><td><b>FB</b></td><td><b>100%</b></td><td><b>NA</b></td><td><b>NA</b></td></tr><tr><td>Risk Rating</td><td>Medium Risk (34th industry percentile risk-management consensus)</td><td>Effective AAA stable outlook credit rating 0.07% 30-year bankruptcy risk</td><td>2.5% OR LESS Max Risk Cap Recommendation - speculative, turnaround stock</td></tr></tbody></table><p><b>Long-Term Dependability</b></p><table><colgroup></colgroup><tbody><tr><td><b>Company</b></td><td><b>DK Long-Term Dependability Score</b></td><td><b>Interpretation</b></td><td><b>Points</b></td></tr><tr><td>Non-Dependable Companies</td><td>21% or below</td><td>Poor Dependability</td><td>1</td></tr><tr><td>Low Dependability Companies</td><td>22% to 60%</td><td>Below-Average Dependability</td><td>2</td></tr><tr><td>S&amp;P 500/Industry Average</td><td>61% (58% to 70% range)</td><td>Average Dependability</td><td>3</td></tr><tr><td>Above-Average</td><td>71% to 80%</td><td>Very Dependable</td><td>4</td></tr><tr><td>Very Good</td><td>81% or higher</td><td>Exceptional Dependability</td><td>5</td></tr><tr><td><b>FB</b></td><td><b>67%</b></td><td><b>Average Dependability</b></td><td><b>3</b></td></tr></tbody></table><p><b>Overall Quality</b></p><table><colgroup></colgroup><tbody><tr><td><b>FB</b></td><td><b>Final Score</b></td><td><b>Rating</b></td></tr><tr><td>Safety</td><td>100%</td><td>5/5 very safe</td></tr><tr><td>Business Model</td><td>100%</td><td>3/3 wide moat</td></tr><tr><td>Dependability</td><td>67%</td><td>3/5 average dependability</td></tr><tr><td><b>Total</b></td><td><b>84%</b></td><td><b>11/13 Speculative Blue-Chip</b></td></tr><tr><td>Risk Rating</td><td><p>2/3 Medium Risk</p></td><td></td></tr><tr><td>2.5% OR LESS Max Risk Cap Rec - speculative, turnaround stock</td><td><p>20% Margin of Safety For A Potentially Good Buy</p></td><td></td></tr></tbody></table><p>And here&#39;s GOOG.</p><h2>Alphabet: A 13/13 Quality Ultra SWAN</h2><p><b>Alphabet Balance Sheet Safety</b></p><table><colgroup></colgroup><tbody><tr><td><b>Rating</b></td><td><b>Dividend Kings Safety Score (151 Point Safety Model)</b></td><td><b>Approximate Dividend Cut Risk (Average Recession)</b></td><td><p><b>Approximate Dividend Cut Risk In Pandemic Level Recession</b></p></td></tr><tr><td>1 - unsafe</td><td>0% to 20%</td><td>over 4%</td><td>16+%</td></tr><tr><td>2- below average</td><td>21% to 40%</td><td>over 2%</td><td>8% to 16%</td></tr><tr><td>3 - average</td><td>41% to 60%</td><td>2%</td><td>4% to 8%</td></tr><tr><td>4 - safe</td><td>61% to 80%</td><td>1%</td><td>2% to 4%</td></tr><tr><td>5- very safe</td><td>81% to 100%</td><td>0.5%</td><td>1% to 2%</td></tr><tr><td><b>GOOG</b></td><td><b>100%</b></td><td><b>NA</b></td><td><b>NA</b></td></tr><tr><td>Risk Rating</td><td>Low Risk (65th industry percentile risk-management consensus)</td><td>AA+ stable outlook credit rating 0.29% 30-year bankruptcy risk</td><td>20% OR LESS Max Risk Cap Recommendation</td></tr></tbody></table><p><b>Long-Term Dependability</b></p><table><colgroup></colgroup><tbody><tr><td><b>Company</b></td><td><b>DK Long-Term Dependability Score</b></td><td><b>Interpretation</b></td><td><b>Points</b></td></tr><tr><td>Non-Dependable Companies</td><td>21% or below</td><td>Poor Dependability</td><td>1</td></tr><tr><td>Low Dependability Companies</td><td>22% to 60%</td><td>Below-Average Dependability</td><td>2</td></tr><tr><td>S&amp;P 500/Industry Average</td><td>61% (58% to 70% range)</td><td>Average Dependability</td><td>3</td></tr><tr><td>Above-Average</td><td>71% to 80%</td><td>Very Dependable</td><td>4</td></tr><tr><td>Very Good</td><td>81% or higher</td><td>Exceptional Dependability</td><td>5</td></tr><tr><td><b>GOOG</b></td><td><b>89%</b></td><td><b>Exceptional Dependability</b></td><td><b>5</b></td></tr></tbody></table><p><b>Overall Quality</b></p><table><colgroup></colgroup><tbody><tr><td><b>GOOG</b></td><td><b>Final Score</b></td><td><b>Rating</b></td></tr><tr><td>Safety</td><td>100%</td><td>5/5 very safe</td></tr><tr><td>Business Model</td><td>100%</td><td>3/3 wide moat</td></tr><tr><td>Dependability</td><td>89%</td><td>5/5 exceptional</td></tr><tr><td><b>Total</b></td><td><b>95%</b></td><td><b>13/13 Ultra SWAN</b></td></tr><tr><td>Risk Rating</td><td>3/3 Low Risk</td><td></td></tr><tr><td>20% OR LESS Max Risk Cap Rec</td><td><p>5% Margin of Safety For A Potentially Good Buy</p></td><td></td></tr></tbody></table><ul><li>Meta: 114th highest quality company on the Masterlist: 78th percentile</li><li>Alphabet: 39th highest quality: 92nd percentile</li></ul><p>Both companies are exceptionally high quality given that our company database is one of the best in the world.</p><p>The DK 500 Master List includes the world&#39;s highest quality companies including:</p><ul><li><p>All dividend champions</p></li><li><p>All dividend aristocrats</p></li><li><p>All dividend kings</p></li><li><p>All global aristocrats (such as BTI, ENB, and NVS)</p></li><li><p>All 13/13 Ultra Swans (as close to perfect quality as exists on Wall Street)</p></li><li>48 of the world&#39;s best growth stocks (on its way to 100)</li></ul><p>But when it comes to overall quality, factoring in over 1,000 fundamental metrics, the winner is clearly once more Alphabet.</p><p>Why is GOOG the hands-down winner in this quality fight with FB?</p><table><colgroup></colgroup><tbody><tr><td><b>Company</b></td><td><b>Quality Rating (out Of 13)</b></td><td><b>Quality Score (Out Of 100)</b></td><td><b>Dividend/Balance Sheet Safety Rating (out of 5)</b></td><td><b>Safety Score (Out Of 100)</b></td><td><b>Dependability Rating (Out Of 5)</b></td><td><b>Dependability Score (out Of 100)</b></td></tr><tr><td><a href=\"https://laohu8.com/S/FB\">Meta Platforms</a></td><td>11 Speculative Blue-Chip</td><td>84%</td><td>5 Very Safe</td><td>100%</td><td>3 average</td><td>67%</td></tr><tr><td>Alphabet</td><td>13 Ultra SWAN</td><td>95%</td><td>5 Very Safe</td><td>100%</td><td>5 exceptional</td><td>89%</td></tr></tbody></table><p><i>(Source: DK Research Terminal)</i></p><p>Both FB and Meta have exceptionally strong balance sheets, making the risk of bankruptcy as close to zero as you can find on Wall Street.</p><h4>Alphabet&#39;s Balance Sheet: AA+ Rated By S&amp;P</h4><p></p><p><img src=\"https://static.tigerbbs.com/a13f13c309fa748452dfea0afb27ebdf\" tg-width=\"491\" tg-height=\"373\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>GuruFocus Premium</p><p></p><p>GOOG has $140 billion in cash and just $13 billion in debt.</p><p>Its advanced accounting metrics (F, Z, and M-score) are exceptional.</p><ul><li>F-score is a measure of short-term bankruptcy risk</li><li>4+ is safe, 7+ very safe and GOOG&#39;s is 8</li><li>M-score is 84% to 92% accurate at forecasting long-term bankruptcies</li><li>1.81+ is safe, 3+ is very safe and GOOG&#39;s is 13.04</li><li>M-score is 76% accurate at catching accounting fraud, and 82.5% accurate at finding companies with honest accounting</li><li>-1.78 or lower is safe and GOOG&#39;s is -2.48</li></ul><h4>Meta&#39;s Balance Sheet: Effectively AAA</h4><p></p><p><img src=\"https://static.tigerbbs.com/68209d14c736c8328e46572200e82060\" tg-width=\"487\" tg-height=\"373\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>GuruFocus Premium</p><p></p><p>The only &#34;debt&#34; Meta has is receivables, it actually carries no long-term debt.</p><p>That is why it&#39;s the largest company on earth that doesn&#39;t pay the $500K per year for a credit rating.</p><p>However, given its current and historical advanced credit metrics, as well as its exceptionally strong solvency ratios (current ratio, quick ratio, and cash ratios), I&#39;m highly confident that it would be AAA-rated.</p><ul><li>because it&#39;s literally not possible for FB to default on debt it doesn&#39;t have</li></ul><table><colgroup></colgroup><tbody><tr><td><b>Credit Rating</b></td><td><b>30-Year Bankruptcy Probability</b></td></tr><tr><td>AAA (Meta)</td><td>0.07%</td></tr><tr><td>AA+ (Alphabet)</td><td>0.29%</td></tr><tr><td>AA</td><td>0.51%</td></tr><tr><td>AA-</td><td>0.55%</td></tr><tr><td>A+</td><td>0.60%</td></tr><tr><td>A</td><td>0.66%</td></tr><tr><td>A-</td><td>2.5%</td></tr><tr><td>BBB+</td><td>5%</td></tr><tr><td>BBB</td><td>7.5%</td></tr><tr><td>BBB-</td><td>11%</td></tr><tr><td>BB+</td><td>14%</td></tr><tr><td>BB</td><td>17%</td></tr><tr><td>BB-</td><td>21%</td></tr><tr><td>B+</td><td>25%</td></tr><tr><td>B</td><td>37%</td></tr><tr><td>B-</td><td>45%</td></tr><tr><td>CCC+</td><td>52%</td></tr><tr><td>CCC</td><td>59%</td></tr><tr><td>CCC-</td><td>65%</td></tr><tr><td>CC</td><td>70%</td></tr><tr><td>C</td><td>80%</td></tr><tr><td>D</td><td>100%</td></tr></tbody></table><p><i>(Sources: S&amp;P, University of St. Petersberg)</i></p><p>This means the fundamental risk of losing all your money over the next 30 years buying FB or GOOG today is approximately</p><ul><li>1 in 1,429 for FB</li><li>1 in 345 for GOOG</li></ul><p>And both companies&#39; balance sheets are expected to keep getting stronger over time.</p><p><b>Alphabet: Consensus $441 Billion In Net Cash By 2027 </b></p><p></p><p><img src=\"https://static.tigerbbs.com/76c3a6843c329c2b16d3839e0e124674\" tg-width=\"640\" tg-height=\"308\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>FactSet Research Terminal</p><p></p><p><b>Meta: Consensus $71 Billion In Net Cash By 2027</b></p><p></p><p><img src=\"https://static.tigerbbs.com/ec44680d5d8318ba8ed74d4b40ae28e9\" tg-width=\"640\" tg-height=\"268\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>FactSet Research Terminal</p><p></p><p>Now let&#39;s consider profitability, Wall Street&#39;s favorite quality proxy.</p><h2>Profitability: Winner, Meta By A Small Amount</h2><p><b>Meta Profitability Vs Peers</b></p><p></p><p><img src=\"https://static.tigerbbs.com/9e2b501a3cd5bb6da5299422362bed67\" tg-width=\"486\" tg-height=\"342\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>Gurufocus Premium</p><p></p><p><b>Alphabet Profitability Vs Peers</b></p><p></p><p><img src=\"https://static.tigerbbs.com/926a2ab456d218b3ef8cd49552df5565\" tg-width=\"488\" tg-height=\"345\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>Gurufocus Premium</p><p></p><p>Both companies are profit-minting machines.</p><p></p><p><img src=\"https://static.tigerbbs.com/673b7f04eadaf433b4fe704dda171180\" tg-width=\"640\" tg-height=\"391\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>Ycharts</p><p></p><p>These are two of the most profitable companies on earth, and their industry-leading profitability has been stable or improving for over a decade, confirming a wide and stable moat.</p><p></p><p><img src=\"https://static.tigerbbs.com/9a1b491d8a76dd73ddc3b2ea13e999c8\" tg-width=\"640\" tg-height=\"187\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>FactSet Research Terminal</p><p></p><p>FB&#39;s free cash flow is expected to keep growing and reach $77 billion in 2027.</p><p>This is expected to result in impressive buybacks in the coming years.</p><ul><li>$219 billion in consensus buybacks through 2027</li><li>38% of shares at current valuations</li></ul><p></p><p><img src=\"https://static.tigerbbs.com/93f9e72220887060384ea19dc975503c\" tg-width=\"640\" tg-height=\"165\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>FactSet Research Terminal</p><p></p><p>GOOG&#39;s annual free cash flow is expected to grow to $139 billion in 2027, allowing it to undertake even more impressive buybacks.</p><ul><li>$380 billion in consensus buybacks through 2027</li><li>21% of shares at current valuations</li></ul><p>Now let&#39;s consider one important profitability metric in particular.</p><p>Return on capital or ROC is Joel Greenblatt&#39;s gold standard proxy for quality and moatiness.</p><p>ROC = pre-tax profit/operating capital (the money it takes to run the business).</p><ul><li>S&amp;P 500&#39;s average in 2021 was 14.6% (average investment pays for itself in 7 years)</li></ul><table><colgroup></colgroup><tbody><tr><td><b>Company</b></td><td><b>ROC (Greenblatt)</b></td><td><b>ROC Industry Percentile</b></td><td><b>13-Year Median ROC</b></td><td><b>5-Year ROC Trend (OTC:CAGR)</b></td></tr><tr><td>Meta Platforms</td><td>74%</td><td>65%</td><td>95%</td><td>-16%</td></tr><tr><td>Alphabet</td><td>87%</td><td>67%</td><td>74%</td><td>-7%</td></tr></tbody></table><p><i>(Source: DK Research Terminal, FactSet)</i></p><p>In the past year, GOOG&#39;s return on capital was higher than FB&#39;s and it&#39;s also above its 13-year median indicating a more stable moat.</p><p>In other words, when it comes to profitability, FB edges out GOOG by a small amount, except in terms of return on capital, where it&#39;s once more the winner.</p><h2>Valuation: Winner, Meta</h2><table><colgroup></colgroup><tbody><tr><td><b>Company</b></td><td><b>Average Fair Value</b></td><td><b>Current Price</b></td><td><b>Discount To Fair Value</b></td><td><b>DK Rating</b></td><td><b>PE 2022</b></td><td><b>PEG 2022</b></td></tr><tr><td>Meta Platforms</td><td>$265.75</td><td>$214.35</td><td>19.6%</td><td>Potentially Reasonable Buy</td><td>17.19</td><td>1.49</td></tr><tr><td>Alphabet</td><td>$3,161.89</td><td>$2,771.92</td><td>12.3%</td><td>Potentially Good Buy</td><td>23.51</td><td>1.67</td></tr></tbody></table><p><i>(Source: DK Research Terminal, FactSet)</i></p><p>FB is trading at a slightly lower valuation and a higher margin of safety, though not quite high enough for me to consider it a good buy.</p><ul><li>20% discount is needed to make FB a potentially good buy given its lower quality and risk profile</li></ul><p>If we back out cash we see that FB is once more the more undervalued company.</p><ul><li>FB EV/EBITDA: 9.5</li><li>GOOG EV/EBITDA: 14.5</li></ul><p>However, both companies are trading at highly attractive valuations.</p><table><colgroup></colgroup><tbody><tr><td><b>Company</b></td><td><b>12-Month Consensus Total Return Potential</b></td><td><b>12-Month Fundamentally Justified Upside Total Return Potential</b></td></tr><tr><td>Meta Platforms</td><td>48.47%</td><td>23.98%</td></tr><tr><td>Alphabet</td><td>25.77%</td><td>14.11%</td></tr></tbody></table><p><i>(Source: DK Research Terminal, FactSet)</i></p><p>This is why analysts expect both to deliver very strong returns, though FB potentially much more than GOOG.</p><p>Of course, what happens in the next year doesn&#39;t matter as much as the kind of returns both companies can deliver over the long-term.</p><h2>Long-Term Total Return Potential: Winner, Alphabet</h2><table><colgroup></colgroup><tbody><tr><td><b>Company</b></td><td><b>Yield</b></td><td><b>FactSet Long-Term Consensus Growth Rate</b></td><td><b>LT Consensus Total Return Potential</b></td><td><b>Risk-Adjusted Expected Return</b></td></tr><tr><td>Meta Platforms</td><td>0.00%</td><td>11.5%</td><td>11.5%</td><td>8.1%</td></tr><tr><td>Alphabet</td><td>0.00%</td><td>14.1%</td><td>14.1%</td><td>9.9%</td></tr></tbody></table><p><i>(Source: DK Research Terminal, FactSet)</i></p><p>GOOG is expected to grow significantly faster than FB over time, resulting in far better long-term returns.</p><table><colgroup></colgroup><tbody><tr><td><b>Investment Strategy</b></td><td><b>Yield</b></td><td><b>LT Consensus Growth</b></td><td><b>LT Consensus Total Return Potential</b></td><td><b>Long-Term Risk-Adjusted Expected Return</b></td><td><b>Long-Term Inflation And Risk-Adjusted Expected Returns</b></td><td><b>Years To Double Your Inflation &amp; Risk-Adjusted Wealth</b></td><td><p><b>10 Year Inflation And Risk-Adjusted Return</b></p></td></tr><tr><td>Europe</td><td>2.6%</td><td>12.8%</td><td>15.4%</td><td>10.7%</td><td>8.6%</td><td>8.4</td><td>2.27</td></tr><tr><td>Value</td><td>2.1%</td><td>12.1%</td><td>14.1%</td><td>9.9%</td><td>7.7%</td><td>9.3</td><td>2.10</td></tr><tr><td><b>Alphabet</b></td><td><b>0.0%</b></td><td><b>14.1%</b></td><td><b>14.1%</b></td><td><b>9.9%</b></td><td><b>7.7%</b></td><td><b>9.4</b></td><td>2.10</td></tr><tr><td>High-Yield</td><td>2.8%</td><td>11.3%</td><td>14.1%</td><td>9.9%</td><td>7.7%</td><td>9.4</td><td>2.10</td></tr><tr><td>High-Yield + Growth</td><td>1.7%</td><td>11.0%</td><td>12.7%</td><td>8.9%</td><td>6.7%</td><td>10.8</td><td>1.91</td></tr><tr><td>Safe Midstream + Growth</td><td>3.3%</td><td>8.5%</td><td>11.8%</td><td>8.3%</td><td>6.1%</td><td>11.8</td><td>1.80</td></tr><tr><td><b>Meta</b></td><td><b>0.0%</b></td><td><b>11.50%</b></td><td><b>11.5%</b></td><td><b>8.1%</b></td><td><b>5.9%</b></td><td><b>12.3</b></td><td>1.77</td></tr><tr><td>Nasdaq (Growth)</td><td>0.8%</td><td>10.7%</td><td>11.5%</td><td>8.1%</td><td>5.9%</td><td>12.3</td><td>1.77</td></tr><tr><td>Safe Midstream</td><td>5.5%</td><td>6.0%</td><td>11.5%</td><td>8.1%</td><td>5.9%</td><td>12.3</td><td>1.77</td></tr><tr><td>Dividend Aristocrats</td><td>2.2%</td><td>8.9%</td><td>11.1%</td><td>7.8%</td><td>5.6%</td><td>12.9</td><td>1.72</td></tr><tr><td>REITs + Growth</td><td>1.8%</td><td>8.9%</td><td>10.6%</td><td>7.4%</td><td>5.2%</td><td>13.7</td><td>1.67</td></tr><tr><td>S&amp;P 500</td><td>1.4%</td><td>8.5%</td><td>9.9%</td><td>7.0%</td><td>4.8%</td><td>15.1</td><td>1.59</td></tr><tr><td>Realty Income</td><td>4.6%</td><td>5.2%</td><td>9.8%</td><td>6.9%</td><td>4.7%</td><td>15.4</td><td>1.58</td></tr><tr><td>Dividend Growth</td><td>1.6%</td><td>8.0%</td><td>9.6%</td><td>6.7%</td><td>4.5%</td><td>15.9</td><td>1.56</td></tr><tr><td>REITs</td><td>2.9%</td><td>6.5%</td><td>9.4%</td><td>6.6%</td><td>4.4%</td><td>16.4</td><td>1.54</td></tr><tr><td>60/40 Retirement Portfolio</td><td>2.1%</td><td>5.1%</td><td>7.2%</td><td>5.1%</td><td>2.9%</td><td>24.9</td><td>1.33</td></tr><tr><td>10-Year US Treasury</td><td>2.3%</td><td>0.0%</td><td>2.3%</td><td>1.6%</td><td>-0.5%</td><td>-131.1</td><td>0.95</td></tr></tbody></table><p><i>(Source: Morningstar, FactSet, Ycharts)</i></p><p>Both companies are expected to beat the S&amp;P 500 over time, though FB merely to match the Nasdaq while GOOG is expected to run circles around big tech.</p><p>What kind of difference does 2.6% per year in potential extra returns actually mean for your life?</p><h4>Inflation-Adjusted Consensus Return Forecast: $1,000 Initial Investment</h4><table><colgroup></colgroup><tbody><tr><td><b>Time Frame (Years)</b></td><td><b>7.7% CAGR Inflation-Adjusted S&amp;P Consensus</b></td><td><b>11.9% Inflation-Adjusted GOOG Consensus</b></td><td><b>9.3% CAGR Inflation-Adjusted FB Consensus</b></td><td><b>Difference Between Inflation Adjusted GOOG and FB Consensus Returns</b></td></tr><tr><td>5</td><td>$1,449.03</td><td>$1,756.06</td><td>$1,561.34</td><td>$194.71</td></tr><tr><td>10</td><td>$2,099.70</td><td>$3,083.73</td><td>$2,437.79</td><td>$645.95</td></tr><tr><td>15</td><td>$3,042.53</td><td>$5,415.21</td><td>$3,806.22</td><td>$1,608.99</td></tr><tr><td>20</td><td>$4,408.74</td><td>$9,509.42</td><td>$5,942.82</td><td>$3,566.60</td></tr><tr><td>25</td><td>$6,388.41</td><td>$16,699.08</td><td>$9,278.77</td><td>$7,420.31</td></tr><tr><td>30</td><td>$9,257.02</td><td>$29,324.53</td><td>$14,487.34</td><td>$14,837.19</td></tr></tbody></table><p><i>(Source: Morningstar, FactSet, Ycharts)</i></p><p>Both FB and GOOG are likely to generate good returns but GOOG could turn a modest investment today into a potentially small fortune in the coming decades.</p><table><colgroup></colgroup><tbody><tr><td><b>Time Frame (Years)</b></td><td><b>Ratio Inflation-Adjusted GOOG and FB Consensus</b></td></tr><tr><td>5</td><td>1.12</td></tr><tr><td>10</td><td>1.26</td></tr><tr><td>15</td><td>1.42</td></tr><tr><td>20</td><td>1.60</td></tr><tr><td>25</td><td>1.80</td></tr><tr><td>30</td><td>2.02</td></tr></tbody></table><p><i>(Source: DK Research Terminal, FactSet)</i></p><p>In fact, GOOG could potentially double FB&#39;s 30-year returns if both companies grow as analysts currently expect.</p><h2>Short &amp; Medium-Term Total Return Potential: Tie</h2><p><b>Meta 2024 Consensus Return Potential </b></p><p></p><p><img src=\"https://static.tigerbbs.com/5f903c32f63dbb4cfa5efa19492b8a0f\" tg-width=\"640\" tg-height=\"322\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>FAST Graphs, FactSet Research</p><p></p><p>FB growing at 11.5% is worth about 20.5X earnings based on the company&#39;s historical PEG ratio.</p><ul><li>analyst 12-month consensus forecast is for 21.9 PE</li></ul><p>This means that if FB grows as expected through 2024 it could deliver about 18% annular returns, far more than the 17% overvalued S&amp;P 500 is likely to generate.</p><p>What about the next five years?</p><h4>S&amp;P 500 2027 Consensus Return Potential</h4><table><colgroup></colgroup><tbody><tr><td><b>Year</b></td><td><b>Upside Potential By End of That Year</b></td><td><b>Consensus CAGR Return Potential By End of That Year</b></td><td><b>Probability-Weighted Return (Annualized)</b></td><td><p><b>Inflation And Risk-Adjusted Expected Returns</b></p></td></tr><tr><td>2027</td><td>34.75%</td><td>6.15%</td><td>4.61%</td><td>1.27%</td></tr></tbody></table><p><i>(Source: DK S&amp;P 500 Valuation And Total Return Tool)</i></p><p>For context, analysts expect 35% returns from the S&amp;P 500, which adjusted for inflation and risk is 1% compared to the market&#39;s historical 6% to 7% real return.</p><h4><b>Meta 2027 Consensus Return Potential</b></h4><p></p><p><img src=\"https://static.tigerbbs.com/66d31fef78452199e2961d8d89d65454\" tg-width=\"275\" tg-height=\"365\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>FAST Graphs, FactSet Research</p><p></p><p>FB could more than double your money if it grows as analysts expect over the next five years.</p><ul><li>3.2X the S&amp;P 500 consensus</li></ul><h2><b>GOOG 2024 Consensus Return Potential </b></h2><p></p><p><img src=\"https://static.tigerbbs.com/bc664bb22e0ba08e06de0e9bbed286c3\" tg-width=\"640\" tg-height=\"271\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>FAST Graphs, FactSet Research</p><p></p><p>GOOG could deliver 13% annual returns through 2024 if it grows as expected.</p><p>In the past GOOG has grown as slowly as 11% and billions of investors still paid 25.7X earnings, meaning that its historical market-fair value multiple of 25 to 26X earnings should still be valid.</p><h4><b>GOOG 2027 Consensus Return Potential</b></h4><p></p><p><img src=\"https://static.tigerbbs.com/e36d07a6169cb075678d6646bca01679\" tg-width=\"399\" tg-height=\"511\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>FAST Graphs, FactSet Research</p><p></p><p>Thanks to GOOG&#39;s faster growth rate analysts expect both companies to potentially deliver identical returns.</p><ul><li>about 14% annually over the next five years</li><li>also 3.2X better than the S&amp;P 500</li></ul><h2>Bottom Line: Both Are Great Companies But In The Battle Of Meta And Alphabet There Is One Clear Winner</h2><p></p><p><img src=\"https://static.tigerbbs.com/5dea4bc19b8951f30e1b2bea40e989b9\" tg-width=\"640\" tg-height=\"314\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>Dividend Kings Automated Investment Decision Tool</p><p><img src=\"https://static.tigerbbs.com/507426f09d401e866c66a1f1dd597e4f\" tg-width=\"640\" tg-height=\"309\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>Dividend Kings Automated Investment Decision Tool</p><p></p><p>Both Alphabet and Meta are wonderful companies, and as close to perfect growth blue-chip opportunities as you can find on Wall Street right now.</p><ul><li>far superior valuation</li><li>superior quality</li><li>superior long-term return potential to the S&amp;P 500</li></ul><p>However, when we examine both companies in their entirety one fact is clear.</p><ul><li>GOOG is a higher quality company</li><li>GOOG is a faster-growing company (<i>with potentially 2X better long-term return potential than FB</i>)</li><li>GOOG has far better long-term risk management (to deal with the disruption the digital advertising industry is currently facing)</li><li>GOOG has superior return on capital and a more stable moat</li></ul><p>While FB offers superior valuation and potentially double the short-term return potential, it&#39;s a speculative blue-chip currently going through the largest business pivot in the company&#39;s history.</p><p>In contrast, GOOG is a faster-growing Ultra SWAN that is expected to buy back almost $400 billion worth of stock in the next five years, double that of FB.</p><p>Simply put, if you can only buy one of these growth legends today, I recommend Alphabet, and that&#39;s why I have it as a core growth position in my correction plan.</p><p>Not just for the next few weeks, but all of 2022 and beyond.</p><p>Because at the end of the day, when you focus on safety and quality first, and prudent valuation and sound risk-management always, you never have to pray for luck on Wall Street, you make your own.</p><blockquote>Luck is what happens when preparation meets, opportunity.&#34; - Roman philosopher Seneca the younger</blockquote></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>Alphabet Vs. Meta: One Is The Much Better Buy</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nAlphabet Vs. Meta: One Is The Much Better Buy\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-03-27 09:12 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4497464-alphabet-vs-meta-one-is-better-buy><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>FotoMaximum/iStock via Getty ImagesAlphabet (NASDAQ:GOOG) (NASDAQ:GOOGL) and Meta (NASDAQ:FB) are famous for enriching millions of investors over the last eight years. Alphabet And Meta Returns Since ...</p>\n\n<a href=\"https://seekingalpha.com/article/4497464-alphabet-vs-meta-one-is-better-buy\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4551":"寇图资本持仓","BK4508":"社交媒体","BK4553":"喜马拉雅资本持仓","BK4524":"宅经济概念","BK4503":"景林资产持仓","BK4573":"虚拟现实","BK4548":"巴美列捷福持仓","BK4077":"互动媒体与服务","BK4527":"明星科技股","BK4507":"流媒体概念","BK4534":"瑞士信贷持仓","BK4581":"高盛持仓","BK4566":"资本集团","BK4579":"人工智能","BK4533":"AQR资本管理(全球第二大对冲基金)","BK4550":"红杉资本持仓","BK4554":"元宇宙及AR概念","BK4525":"远程办公概念"},"source_url":"https://seekingalpha.com/article/4497464-alphabet-vs-meta-one-is-better-buy","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"2221071429","content_text":"FotoMaximum/iStock via Getty ImagesAlphabet (NASDAQ:GOOG) (NASDAQ:GOOGL) and Meta (NASDAQ:FB) are famous for enriching millions of investors over the last eight years. Alphabet And Meta Returns Since 2013Portfolio Visualizer PremiumIn fact, both have crushed even the red hot Nasdaq during one of the hottest tech bull runs in US history, delivering Buffett-like 25% returns that resulted in an 8X return.YchartsWhile the market is currently in a correction, and growth stocks have been especially hard hit, Meta has been crushed, falling into a 50% bear market.I've bought both growth legends in this correction, but one is a core growth name in my correction plan, and the other is a non-core holding.So let me explain why both Meta and Alphabet are great companies, worth owning, and even buying more of right now.However, a careful examination of both of their fundamentals makes it clear that Alphabet is the global king of digital marketing, and this is likely to remain the case for the foreseeable future.The Challenge Facing Digital Marketers Right NoweMarketerGOOG, FB, and Amazon (AMZN) have a triopoly on US digital marketing, commanding an estimated 65% of the market.Both GOOG and FB are losing market share to AMZN because Amazon's ads are 3X as effective at converting to actual sales.That's because Amazon has spent decades gathering customer sales data and knows what its customers want better than anyone on earth.Apple's (AAPL) recent privacy shift in iOS, makes it much easier to opt out of data tracking, and 62% of iPhone users have indeed opted out.This has proven a hammer blow to FB, which management says could cost it $10 billion in 2022 alone.GOOG is less at risk since it still has the search data it can use to optimize for targeted ads.AMZN is the least at risk since it relies far less on cookie tracking than its rivals.This kind of business model disruption is part of FB and GOOG's risk profile, which brings us to our first point of comparison.Long-Term Risk Management: Winner AlphabetHow do we quantify, monitor, and track such a complex risk profile? By doing what big institutions do.Material Financial ESG Risk Analysis: How Large Institutions Measure Total Risk4 Things You Need To Know To Profit From ESG InvestingWhat Investors Need To Know About Company Long-Term Risk Management (Video)Here is a special report that outlines the most important aspects of understanding long-term ESG financial risks for your investments.ESG is NOT \"political or personal ethics based investing\"it's total long-term risk management analysisESG is just normal risk by another name.\" Simon MacMahon, head of ESG and corporate governance research, Sustainalytics\" - MorningstarESG factors are taken into consideration, alongside all other credit factors, when we consider they are relevant to and have or may have a material influence on creditworthiness.\" - S&PESG is a measure of risk, not of ethics, political correctness, or personal opinion.S&P, Fitch, Moody's, DBRS (Canadian rating agency), AMBest (insurance rating agency), R&I Credit Rating (Japanese rating agency), and the Japan Credit Rating Agency have been using ESG models in their credit ratings for decades.every credit rating for the last 30 years has included these risk models, you just weren't aware of it credit and risk management ratings make up 41% of the DK safety and quality modeldividend/balance sheet/risk ratings make up 82% of the DK safety and quality modelEvery major financial institution also tracks long-term risk management and considers it essential to sound long-term investing including,BlackRockMSCIJPMorganWells FargoBank of AmericaDeutsche Bankvirtually every major financial institution in the worldWe use six rating agencies to get a consensus risk management percentile, comparing how well a company manages its risk relative to its peers.For context:master list average: 62nd percentiledividend kings: 63rd percentiledividend aristocrats: 67th percentileUltra SWANs: 71st percentileThe better a company's risk management consensus the more likely it will be able to adapt to challenges to its business model, as we're seeing now with GOOG and FB.Meta Long-Term Risk-Management ConsensusRating AgencyIndustry PercentileRating Agency ClassificationMSCI 37 Metric Model26.0%B Industry Laggard, Negative TrendMorningstar/Sustainalytics 20 Metric Model0.7%32.4/100 High-RiskReuters'/Refinitiv 500+ Metric Model88.9%GoodS&P 1,000+ Metric Model18.0%Very Poor- Stable TrendJust Capital 19 Metric Model50.0%AverageFactSet30.0%Below-Average Stable TrendMorningstar Global Percentile30.6%Below-AverageJust Capital Global Percentile25.4%PoorConsensus33.7%Below-Average (verging on poor) - medium risk(Sources: MSCI, Morningstar, Reuters', Just Capital, S&P, FactSet Research)The rating agency consensus is that FB is below-average at managing its risk, verging on poor.Now contrast that with GOOG.Alphabet Long-Term Risk-Management ConsensusRating AgencyIndustry PercentileRating Agency ClassificationMSCI 37 Metric Model53.0%BBB Average, Negative TrendMorningstar/Sustainalytics 20 Metric Model39.7%24.3/100 Medium-RiskReuters'/Refinitiv 500+ Metric Model85.88%GoodS&P 1,000+ Metric Model47.0%Average- Positive TrendJust Capital 19 Metric Model100.00%#1 Industry LeaderFactSet30.0%Below-Average Stable TrendMorningstar Global Percentile60.88Above-AverageJust Capital Global Percentile100%#1 Industry Leader, #1 Company In AmericaConsensus64.6%Above-Average - low risk (Sources: MSCI, Morningstar, Reuters', Just Capital, S&P, FactSet Research)GOOG doesn't just manage its long-term risk better than FB, it's beating FB by 31%.far more likely to successfully deal with privacy policy shifts, regulators, and every other major risk to its business modelAnd risk-management isn't the only factor in which GOOG outshines FB by a wide margin.Overall Quality: Winner, AlphabetThe Dividend King's overall quality scores are based on a 241 point model that includes:dividend safetybalance sheet strengthcredit ratingscredit default swap medium-term bankruptcy risk datashort and long-term bankruptcy riskaccounting and corporate fraud riskprofitability and business modelgrowth consensus estimatesmanagement growth guidancehistorical earnings growth rateshistorical cash flow growth rateshistorical dividend growth rateshistorical sales growth ratescost of capitallong-term risk-management scores from MSCI, Morningstar, FactSet, S&P, Reuters'/Refinitiv, and Just Capitalmanagement qualitydividend friendly corporate culture/income dependabilitylong-term total returns (a Ben Graham sign of quality)analyst consensus long-term return potentialIt actually includes over 1,000 metrics if you count everything factored in by 12 rating agencies we use to assess fundamental risk.credit and risk management ratings make up 41% of the DK safety and quality modeldividend/balance sheet/risk ratings make up 82% of the DK safety and quality modelHow do we know that our safety and quality model works well?During the two worst recessions in 75 years, our safety model predicted 87% of blue-chip dividend cuts during the ultimate baptism by fire for any dividend safety model.That's because we don't miss anything important about a company's fundamental safety and quality.So how do GOOG and FB stack up on one of the world's most comprehensive and accurate safety and quality models?Meta: A Speculative 11/19 Quality Blue-ChipMeta Balance Sheet SafetyRatingDividend Kings Safety Score (151 Point Safety Model)Approximate Dividend Cut Risk (Average Recession)Approximate Dividend Cut Risk In Pandemic Level Recession1 - unsafe0% to 20%over 4%16+%2- below average21% to 40%over 2%8% to 16%3 - average41% to 60%2%4% to 8%4 - safe61% to 80%1%2% to 4%5- very safe81% to 100%0.5%1% to 2%FB100%NANARisk RatingMedium Risk (34th industry percentile risk-management consensus)Effective AAA stable outlook credit rating 0.07% 30-year bankruptcy risk2.5% OR LESS Max Risk Cap Recommendation - speculative, turnaround stockLong-Term DependabilityCompanyDK Long-Term Dependability ScoreInterpretationPointsNon-Dependable Companies21% or belowPoor Dependability1Low Dependability Companies22% to 60%Below-Average Dependability2S&P 500/Industry Average61% (58% to 70% range)Average Dependability3Above-Average71% to 80%Very Dependable4Very Good81% or higherExceptional Dependability5FB67%Average Dependability3Overall QualityFBFinal ScoreRatingSafety100%5/5 very safeBusiness Model100%3/3 wide moatDependability67%3/5 average dependabilityTotal84%11/13 Speculative Blue-ChipRisk Rating2/3 Medium Risk2.5% OR LESS Max Risk Cap Rec - speculative, turnaround stock20% Margin of Safety For A Potentially Good BuyAnd here's GOOG.Alphabet: A 13/13 Quality Ultra SWANAlphabet Balance Sheet SafetyRatingDividend Kings Safety Score (151 Point Safety Model)Approximate Dividend Cut Risk (Average Recession)Approximate Dividend Cut Risk In Pandemic Level Recession1 - unsafe0% to 20%over 4%16+%2- below average21% to 40%over 2%8% to 16%3 - average41% to 60%2%4% to 8%4 - safe61% to 80%1%2% to 4%5- very safe81% to 100%0.5%1% to 2%GOOG100%NANARisk RatingLow Risk (65th industry percentile risk-management consensus)AA+ stable outlook credit rating 0.29% 30-year bankruptcy risk20% OR LESS Max Risk Cap RecommendationLong-Term DependabilityCompanyDK Long-Term Dependability ScoreInterpretationPointsNon-Dependable Companies21% or belowPoor Dependability1Low Dependability Companies22% to 60%Below-Average Dependability2S&P 500/Industry Average61% (58% to 70% range)Average Dependability3Above-Average71% to 80%Very Dependable4Very Good81% or higherExceptional Dependability5GOOG89%Exceptional Dependability5Overall QualityGOOGFinal ScoreRatingSafety100%5/5 very safeBusiness Model100%3/3 wide moatDependability89%5/5 exceptionalTotal95%13/13 Ultra SWANRisk Rating3/3 Low Risk20% OR LESS Max Risk Cap Rec5% Margin of Safety For A Potentially Good BuyMeta: 114th highest quality company on the Masterlist: 78th percentileAlphabet: 39th highest quality: 92nd percentileBoth companies are exceptionally high quality given that our company database is one of the best in the world.The DK 500 Master List includes the world's highest quality companies including:All dividend championsAll dividend aristocratsAll dividend kingsAll global aristocrats (such as BTI, ENB, and NVS)All 13/13 Ultra Swans (as close to perfect quality as exists on Wall Street)48 of the world's best growth stocks (on its way to 100)But when it comes to overall quality, factoring in over 1,000 fundamental metrics, the winner is clearly once more Alphabet.Why is GOOG the hands-down winner in this quality fight with FB?CompanyQuality Rating (out Of 13)Quality Score (Out Of 100)Dividend/Balance Sheet Safety Rating (out of 5)Safety Score (Out Of 100)Dependability Rating (Out Of 5)Dependability Score (out Of 100)Meta Platforms11 Speculative Blue-Chip84%5 Very Safe100%3 average67%Alphabet13 Ultra SWAN95%5 Very Safe100%5 exceptional89%(Source: DK Research Terminal)Both FB and Meta have exceptionally strong balance sheets, making the risk of bankruptcy as close to zero as you can find on Wall Street.Alphabet's Balance Sheet: AA+ Rated By S&PGuruFocus PremiumGOOG has $140 billion in cash and just $13 billion in debt.Its advanced accounting metrics (F, Z, and M-score) are exceptional.F-score is a measure of short-term bankruptcy risk4+ is safe, 7+ very safe and GOOG's is 8M-score is 84% to 92% accurate at forecasting long-term bankruptcies1.81+ is safe, 3+ is very safe and GOOG's is 13.04M-score is 76% accurate at catching accounting fraud, and 82.5% accurate at finding companies with honest accounting-1.78 or lower is safe and GOOG's is -2.48Meta's Balance Sheet: Effectively AAAGuruFocus PremiumThe only \"debt\" Meta has is receivables, it actually carries no long-term debt.That is why it's the largest company on earth that doesn't pay the $500K per year for a credit rating.However, given its current and historical advanced credit metrics, as well as its exceptionally strong solvency ratios (current ratio, quick ratio, and cash ratios), I'm highly confident that it would be AAA-rated.because it's literally not possible for FB to default on debt it doesn't haveCredit Rating30-Year Bankruptcy ProbabilityAAA (Meta)0.07%AA+ (Alphabet)0.29%AA0.51%AA-0.55%A+0.60%A0.66%A-2.5%BBB+5%BBB7.5%BBB-11%BB+14%BB17%BB-21%B+25%B37%B-45%CCC+52%CCC59%CCC-65%CC70%C80%D100%(Sources: S&P, University of St. Petersberg)This means the fundamental risk of losing all your money over the next 30 years buying FB or GOOG today is approximately1 in 1,429 for FB1 in 345 for GOOGAnd both companies' balance sheets are expected to keep getting stronger over time.Alphabet: Consensus $441 Billion In Net Cash By 2027 FactSet Research TerminalMeta: Consensus $71 Billion In Net Cash By 2027FactSet Research TerminalNow let's consider profitability, Wall Street's favorite quality proxy.Profitability: Winner, Meta By A Small AmountMeta Profitability Vs PeersGurufocus PremiumAlphabet Profitability Vs PeersGurufocus PremiumBoth companies are profit-minting machines.YchartsThese are two of the most profitable companies on earth, and their industry-leading profitability has been stable or improving for over a decade, confirming a wide and stable moat.FactSet Research TerminalFB's free cash flow is expected to keep growing and reach $77 billion in 2027.This is expected to result in impressive buybacks in the coming years.$219 billion in consensus buybacks through 202738% of shares at current valuationsFactSet Research TerminalGOOG's annual free cash flow is expected to grow to $139 billion in 2027, allowing it to undertake even more impressive buybacks.$380 billion in consensus buybacks through 202721% of shares at current valuationsNow let's consider one important profitability metric in particular.Return on capital or ROC is Joel Greenblatt's gold standard proxy for quality and moatiness.ROC = pre-tax profit/operating capital (the money it takes to run the business).S&P 500's average in 2021 was 14.6% (average investment pays for itself in 7 years)CompanyROC (Greenblatt)ROC Industry Percentile13-Year Median ROC5-Year ROC Trend (OTC:CAGR)Meta Platforms74%65%95%-16%Alphabet87%67%74%-7%(Source: DK Research Terminal, FactSet)In the past year, GOOG's return on capital was higher than FB's and it's also above its 13-year median indicating a more stable moat.In other words, when it comes to profitability, FB edges out GOOG by a small amount, except in terms of return on capital, where it's once more the winner.Valuation: Winner, MetaCompanyAverage Fair ValueCurrent PriceDiscount To Fair ValueDK RatingPE 2022PEG 2022Meta Platforms$265.75$214.3519.6%Potentially Reasonable Buy17.191.49Alphabet$3,161.89$2,771.9212.3%Potentially Good Buy23.511.67(Source: DK Research Terminal, FactSet)FB is trading at a slightly lower valuation and a higher margin of safety, though not quite high enough for me to consider it a good buy.20% discount is needed to make FB a potentially good buy given its lower quality and risk profileIf we back out cash we see that FB is once more the more undervalued company.FB EV/EBITDA: 9.5GOOG EV/EBITDA: 14.5However, both companies are trading at highly attractive valuations.Company12-Month Consensus Total Return Potential12-Month Fundamentally Justified Upside Total Return PotentialMeta Platforms48.47%23.98%Alphabet25.77%14.11%(Source: DK Research Terminal, FactSet)This is why analysts expect both to deliver very strong returns, though FB potentially much more than GOOG.Of course, what happens in the next year doesn't matter as much as the kind of returns both companies can deliver over the long-term.Long-Term Total Return Potential: Winner, AlphabetCompanyYieldFactSet Long-Term Consensus Growth RateLT Consensus Total Return PotentialRisk-Adjusted Expected ReturnMeta Platforms0.00%11.5%11.5%8.1%Alphabet0.00%14.1%14.1%9.9%(Source: DK Research Terminal, FactSet)GOOG is expected to grow significantly faster than FB over time, resulting in far better long-term returns.Investment StrategyYieldLT Consensus GrowthLT Consensus Total Return PotentialLong-Term Risk-Adjusted Expected ReturnLong-Term Inflation And Risk-Adjusted Expected ReturnsYears To Double Your Inflation & Risk-Adjusted Wealth10 Year Inflation And Risk-Adjusted ReturnEurope2.6%12.8%15.4%10.7%8.6%8.42.27Value2.1%12.1%14.1%9.9%7.7%9.32.10Alphabet0.0%14.1%14.1%9.9%7.7%9.42.10High-Yield2.8%11.3%14.1%9.9%7.7%9.42.10High-Yield + Growth1.7%11.0%12.7%8.9%6.7%10.81.91Safe Midstream + Growth3.3%8.5%11.8%8.3%6.1%11.81.80Meta0.0%11.50%11.5%8.1%5.9%12.31.77Nasdaq (Growth)0.8%10.7%11.5%8.1%5.9%12.31.77Safe Midstream5.5%6.0%11.5%8.1%5.9%12.31.77Dividend Aristocrats2.2%8.9%11.1%7.8%5.6%12.91.72REITs + Growth1.8%8.9%10.6%7.4%5.2%13.71.67S&P 5001.4%8.5%9.9%7.0%4.8%15.11.59Realty Income4.6%5.2%9.8%6.9%4.7%15.41.58Dividend Growth1.6%8.0%9.6%6.7%4.5%15.91.56REITs2.9%6.5%9.4%6.6%4.4%16.41.5460/40 Retirement Portfolio2.1%5.1%7.2%5.1%2.9%24.91.3310-Year US Treasury2.3%0.0%2.3%1.6%-0.5%-131.10.95(Source: Morningstar, FactSet, Ycharts)Both companies are expected to beat the S&P 500 over time, though FB merely to match the Nasdaq while GOOG is expected to run circles around big tech.What kind of difference does 2.6% per year in potential extra returns actually mean for your life?Inflation-Adjusted Consensus Return Forecast: $1,000 Initial InvestmentTime Frame (Years)7.7% CAGR Inflation-Adjusted S&P Consensus11.9% Inflation-Adjusted GOOG Consensus9.3% CAGR Inflation-Adjusted FB ConsensusDifference Between Inflation Adjusted GOOG and FB Consensus Returns5$1,449.03$1,756.06$1,561.34$194.7110$2,099.70$3,083.73$2,437.79$645.9515$3,042.53$5,415.21$3,806.22$1,608.9920$4,408.74$9,509.42$5,942.82$3,566.6025$6,388.41$16,699.08$9,278.77$7,420.3130$9,257.02$29,324.53$14,487.34$14,837.19(Source: Morningstar, FactSet, Ycharts)Both FB and GOOG are likely to generate good returns but GOOG could turn a modest investment today into a potentially small fortune in the coming decades.Time Frame (Years)Ratio Inflation-Adjusted GOOG and FB Consensus51.12101.26151.42201.60251.80302.02(Source: DK Research Terminal, FactSet)In fact, GOOG could potentially double FB's 30-year returns if both companies grow as analysts currently expect.Short & Medium-Term Total Return Potential: TieMeta 2024 Consensus Return Potential FAST Graphs, FactSet ResearchFB growing at 11.5% is worth about 20.5X earnings based on the company's historical PEG ratio.analyst 12-month consensus forecast is for 21.9 PEThis means that if FB grows as expected through 2024 it could deliver about 18% annular returns, far more than the 17% overvalued S&P 500 is likely to generate.What about the next five years?S&P 500 2027 Consensus Return PotentialYearUpside Potential By End of That YearConsensus CAGR Return Potential By End of That YearProbability-Weighted Return (Annualized)Inflation And Risk-Adjusted Expected Returns202734.75%6.15%4.61%1.27%(Source: DK S&P 500 Valuation And Total Return Tool)For context, analysts expect 35% returns from the S&P 500, which adjusted for inflation and risk is 1% compared to the market's historical 6% to 7% real return.Meta 2027 Consensus Return PotentialFAST Graphs, FactSet ResearchFB could more than double your money if it grows as analysts expect over the next five years.3.2X the S&P 500 consensusGOOG 2024 Consensus Return Potential FAST Graphs, FactSet ResearchGOOG could deliver 13% annual returns through 2024 if it grows as expected.In the past GOOG has grown as slowly as 11% and billions of investors still paid 25.7X earnings, meaning that its historical market-fair value multiple of 25 to 26X earnings should still be valid.GOOG 2027 Consensus Return PotentialFAST Graphs, FactSet ResearchThanks to GOOG's faster growth rate analysts expect both companies to potentially deliver identical returns.about 14% annually over the next five yearsalso 3.2X better than the S&P 500Bottom Line: Both Are Great Companies But In The Battle Of Meta And Alphabet There Is One Clear WinnerDividend Kings Automated Investment Decision ToolDividend Kings Automated Investment Decision ToolBoth Alphabet and Meta are wonderful companies, and as close to perfect growth blue-chip opportunities as you can find on Wall Street right now.far superior valuationsuperior qualitysuperior long-term return potential to the S&P 500However, when we examine both companies in their entirety one fact is clear.GOOG is a higher quality companyGOOG is a faster-growing company (with potentially 2X better long-term return potential than FB)GOOG has far better long-term risk management (to deal with the disruption the digital advertising industry is currently facing)GOOG has superior return on capital and a more stable moatWhile FB offers superior valuation and potentially double the short-term return potential, it's a speculative blue-chip currently going through the largest business pivot in the company's history.In contrast, GOOG is a faster-growing Ultra SWAN that is expected to buy back almost $400 billion worth of stock in the next five years, double that of FB.Simply put, if you can only buy one of these growth legends today, I recommend Alphabet, and that's why I have it as a core growth position in my correction plan.Not just for the next few weeks, but all of 2022 and beyond.Because at the end of the day, when you focus on safety and quality first, and prudent valuation and sound risk-management always, you never have to pray for luck on Wall Street, you make your own.Luck is what happens when preparation meets, opportunity.\" - Roman philosopher Seneca the younger","news_type":1},"isVote":1,"tweetType":1,"viewCount":56,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9010107346,"gmtCreate":1648271128967,"gmtModify":1676534324596,"author":{"id":"3562062896102327","authorId":"3562062896102327","name":"johnpang","avatar":"https://static.tigerbbs.com/67d6cf5d85cb48ff1ee32e23d1266f98","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3562062896102327","authorIdStr":"3562062896102327"},"themes":[],"htmlText":"Nice&nbsp;","listText":"Nice&nbsp;","text":"Nice","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9010107346","repostId":"2222052834","repostType":4,"repost":{"id":"2222052834","kind":"highlight","weMediaInfo":{"introduction":"Reuters.com brings you the latest news from around the world, covering breaking news in markets, business, politics, entertainment and technology","home_visible":1,"media_name":"Reuters","id":"1036604489","head_image":"https://static.tigerbbs.com/443ce19704621c837795676028cec868"},"pubTimestamp":1648249343,"share":"https://ttm.financial/m/news/2222052834?lang=&edition=fundamental","pubTime":"2022-03-26 07:02","market":"us","language":"en","title":"US STOCKS-S&P 500 Ends Higher with Financials as Treasury Yields Jump","url":"https://stock-news.laohu8.com/highlight/detail?id=2222052834","media":"Reuters","summary":"* Financials rise with 10-yr yield* Tech shares down, weighing on Nasdaq* Utilities sector hits reco","content":"<html><head></head><body><p>* Financials rise with 10-yr yield</p><p>* Tech shares down, weighing on Nasdaq</p><p>* Utilities sector hits record high</p><p>* Indexes: Dow up 0.4%, S&amp;P 500 up 0.5%, Nasdaq down 0.2%</p><p>* For the week, Dow up 0.3%, S&amp;P 500 up 1.8%, Nasdaq up 2%</p><p>NEW YORK, March 25 (Reuters) - The S&amp;P 500 ended higher on Friday as financial shares rose after the benchmark Treasury yield jumped to its highest level in nearly three years.</p><p>The Nasdaq ended lower, and tech and other big growth names mostly declined, but they finished off session lows following a late-session rally.</p><p>For the week, the Nasdaq and S&amp;P 500 registered solid gains of 2% and 1.8%, respectively, and the Dow was nominally higher with a 0.3% rise.</p><p>The S&amp;P 500 financials sector gave the S&amp;P 500 its biggest boost on Friday, rising 1.3%, while technology and consumer discretionary sectors were the only two major sectors to end lower on the day.</p><p>Investors are assessing how aggressive the Federal Reserve will be as it tightens policy after Fed Chair Jerome Powell this week said that the central bank needed to move &#34;expeditiously&#34; to combat high inflation and raised the possibility of a 50-basis-point hike in rates in May.</p><p>U.S. Treasury yields jumped on Friday, with the benchmark 10-year note surging to nearly three-year highs, as the market grappled with high inflation and a Federal Reserve that could easily spark a downturn as it aggressively tightens policy.</p><p>Ten-year Treasury yields were last at 2.492% after earlier rising above 2.50% for the first time since May 2019.</p><p>The equity market is pricing in a higher rate environment, said Keith Buchanan, portfolio manager at Globalt Investments in Atlanta.</p><p>That is causing bank stocks to outperform, while &#34;adding more pressure to the riskier elements of the market,&#34; such as growth shares, he said.</p><p>Higher borrowing rates benefit banks, while higher rates are a negative for tech and growth stocks, whose valuations rely more heavily on future cash flows.</p><p>The Dow Jones Industrial Average rose 153.3 points, or 0.44%, to 34,861.24, the S&amp;P 500    gained 22.9 points, or 0.51%, to 4,543.06 and the Nasdaq Composite dropped 22.54 points, or 0.16%, to 14,169.30.</p><p>Shares of growth companies like Nvidia Corp eased after leading a Wall Street rebound earlier this week.</p><p>The utilities sector also rose sharply, hitting a record high as investors favored defensive stocks with the Russia-Ukraine war still raging after a month.</p><p>The sector ended up 1.5% on the day and up 3.5% for the week, while the energy sector ended up 2.3% on the day and jumped more than 7% for the week following sharp gains in oil prices.</p><p>Moscow signaled on Friday it was scaling back its ambitions in Ukraine to focus on territory claimed by Russian-backed separatists.</p><p>Economists at Citibank are expecting four 50 basis points interest rate hikes from the Fed this year, joining other Wall Street banks in forecasting an aggressive tightening path against the backdrop of soaring inflation.</p><p>The U.S. central bank last week raised interest rates for the first time since 2018.</p><p>&#34;The market&#39;s really macro driven,&#34; said Steve DeSanctis, small- and mid-capitalization equity strategist at Jefferies in New York. &#34;Company fundamentals haven&#39;t really mattered.&#34;</p><p>Volume on U.S. exchanges was 11.92 billion shares, compared with the 14.28 billion average for the full session over the last 20 trading days.</p><p>Advancing issues outnumbered declining ones on the NYSE by a 1.08-to-1 ratio; on Nasdaq, a 1.40-to-1 ratio favored decliners.</p><p>The S&amp;P 500 posted 57 new 52-week highs and five new lows; the Nasdaq Composite recorded 73 new highs and 79 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-S&P 500 Ends Higher with Financials as Treasury Yields Jump</title>\n<style 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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-S&P 500 Ends Higher with Financials as Treasury Yields Jump\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\">2022-03-26 07:02</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>* Financials rise with 10-yr yield</p><p>* Tech shares down, weighing on Nasdaq</p><p>* Utilities sector hits record high</p><p>* Indexes: Dow up 0.4%, S&amp;P 500 up 0.5%, Nasdaq down 0.2%</p><p>* For the week, Dow up 0.3%, S&amp;P 500 up 1.8%, Nasdaq up 2%</p><p>NEW YORK, March 25 (Reuters) - The S&amp;P 500 ended higher on Friday as financial shares rose after the benchmark Treasury yield jumped to its highest level in nearly three years.</p><p>The Nasdaq ended lower, and tech and other big growth names mostly declined, but they finished off session lows following a late-session rally.</p><p>For the week, the Nasdaq and S&amp;P 500 registered solid gains of 2% and 1.8%, respectively, and the Dow was nominally higher with a 0.3% rise.</p><p>The S&amp;P 500 financials sector gave the S&amp;P 500 its biggest boost on Friday, rising 1.3%, while technology and consumer discretionary sectors were the only two major sectors to end lower on the day.</p><p>Investors are assessing how aggressive the Federal Reserve will be as it tightens policy after Fed Chair Jerome Powell this week said that the central bank needed to move &#34;expeditiously&#34; to combat high inflation and raised the possibility of a 50-basis-point hike in rates in May.</p><p>U.S. Treasury yields jumped on Friday, with the benchmark 10-year note surging to nearly three-year highs, as the market grappled with high inflation and a Federal Reserve that could easily spark a downturn as it aggressively tightens policy.</p><p>Ten-year Treasury yields were last at 2.492% after earlier rising above 2.50% for the first time since May 2019.</p><p>The equity market is pricing in a higher rate environment, said Keith Buchanan, portfolio manager at Globalt Investments in Atlanta.</p><p>That is causing bank stocks to outperform, while &#34;adding more pressure to the riskier elements of the market,&#34; such as growth shares, he said.</p><p>Higher borrowing rates benefit banks, while higher rates are a negative for tech and growth stocks, whose valuations rely more heavily on future cash flows.</p><p>The Dow Jones Industrial Average rose 153.3 points, or 0.44%, to 34,861.24, the S&amp;P 500    gained 22.9 points, or 0.51%, to 4,543.06 and the Nasdaq Composite dropped 22.54 points, or 0.16%, to 14,169.30.</p><p>Shares of growth companies like Nvidia Corp eased after leading a Wall Street rebound earlier this week.</p><p>The utilities sector also rose sharply, hitting a record high as investors favored defensive stocks with the Russia-Ukraine war still raging after a month.</p><p>The sector ended up 1.5% on the day and up 3.5% for the week, while the energy sector ended up 2.3% on the day and jumped more than 7% for the week following sharp gains in oil prices.</p><p>Moscow signaled on Friday it was scaling back its ambitions in Ukraine to focus on territory claimed by Russian-backed separatists.</p><p>Economists at Citibank are expecting four 50 basis points interest rate hikes from the Fed this year, joining other Wall Street banks in forecasting an aggressive tightening path against the backdrop of soaring inflation.</p><p>The U.S. central bank last week raised interest rates for the first time since 2018.</p><p>&#34;The market&#39;s really macro driven,&#34; said Steve DeSanctis, small- and mid-capitalization equity strategist at Jefferies in New York. &#34;Company fundamentals haven&#39;t really mattered.&#34;</p><p>Volume on U.S. exchanges was 11.92 billion shares, compared with the 14.28 billion average for the full session over the last 20 trading days.</p><p>Advancing issues outnumbered declining ones on the NYSE by a 1.08-to-1 ratio; on Nasdaq, a 1.40-to-1 ratio favored decliners.</p><p>The S&amp;P 500 posted 57 new 52-week highs and five new lows; the Nasdaq Composite recorded 73 new highs and 79 new lows.</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","SSO":"两倍做多标普500ETF","BK4559":"巴菲特持仓",".DJI":"道琼斯","SPXU":"三倍做空标普500ETF","BK4550":"红杉资本持仓",".IXIC":"NASDAQ Composite",".SPX":"S&P 500 Index","OEX":"标普100","OEF":"标普100指数ETF-iShares","SPY":"标普500ETF","BK4581":"高盛持仓","BK4504":"桥水持仓","SDS":"两倍做空标普500ETF","SH":"标普500反向ETF","IVV":"标普500指数ETF","BK4534":"瑞士信贷持仓","UPRO":"三倍做多标普500ETF"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2222052834","content_text":"* Financials rise with 10-yr yield* Tech shares down, weighing on Nasdaq* Utilities sector hits record high* Indexes: Dow up 0.4%, S&P 500 up 0.5%, Nasdaq down 0.2%* For the week, Dow up 0.3%, S&P 500 up 1.8%, Nasdaq up 2%NEW YORK, March 25 (Reuters) - The S&P 500 ended higher on Friday as financial shares rose after the benchmark Treasury yield jumped to its highest level in nearly three years.The Nasdaq ended lower, and tech and other big growth names mostly declined, but they finished off session lows following a late-session rally.For the week, the Nasdaq and S&P 500 registered solid gains of 2% and 1.8%, respectively, and the Dow was nominally higher with a 0.3% rise.The S&P 500 financials sector gave the S&P 500 its biggest boost on Friday, rising 1.3%, while technology and consumer discretionary sectors were the only two major sectors to end lower on the day.Investors are assessing how aggressive the Federal Reserve will be as it tightens policy after Fed Chair Jerome Powell this week said that the central bank needed to move \"expeditiously\" to combat high inflation and raised the possibility of a 50-basis-point hike in rates in May.U.S. Treasury yields jumped on Friday, with the benchmark 10-year note surging to nearly three-year highs, as the market grappled with high inflation and a Federal Reserve that could easily spark a downturn as it aggressively tightens policy.Ten-year Treasury yields were last at 2.492% after earlier rising above 2.50% for the first time since May 2019.The equity market is pricing in a higher rate environment, said Keith Buchanan, portfolio manager at Globalt Investments in Atlanta.That is causing bank stocks to outperform, while \"adding more pressure to the riskier elements of the market,\" such as growth shares, he said.Higher borrowing rates benefit banks, while higher rates are a negative for tech and growth stocks, whose valuations rely more heavily on future cash flows.The Dow Jones Industrial Average rose 153.3 points, or 0.44%, to 34,861.24, the S&P 500    gained 22.9 points, or 0.51%, to 4,543.06 and the Nasdaq Composite dropped 22.54 points, or 0.16%, to 14,169.30.Shares of growth companies like Nvidia Corp eased after leading a Wall Street rebound earlier this week.The utilities sector also rose sharply, hitting a record high as investors favored defensive stocks with the Russia-Ukraine war still raging after a month.The sector ended up 1.5% on the day and up 3.5% for the week, while the energy sector ended up 2.3% on the day and jumped more than 7% for the week following sharp gains in oil prices.Moscow signaled on Friday it was scaling back its ambitions in Ukraine to focus on territory claimed by Russian-backed separatists.Economists at Citibank are expecting four 50 basis points interest rate hikes from the Fed this year, joining other Wall Street banks in forecasting an aggressive tightening path against the backdrop of soaring inflation.The U.S. central bank last week raised interest rates for the first time since 2018.\"The market's really macro driven,\" said Steve DeSanctis, small- and mid-capitalization equity strategist at Jefferies in New York. \"Company fundamentals haven't really mattered.\"Volume on U.S. exchanges was 11.92 billion shares, compared with the 14.28 billion average for the full session over the last 20 trading days.Advancing issues outnumbered declining ones on the NYSE by a 1.08-to-1 ratio; on Nasdaq, a 1.40-to-1 ratio favored decliners.The S&P 500 posted 57 new 52-week highs and five new lows; the Nasdaq Composite recorded 73 new highs and 79 new lows.","news_type":1},"isVote":1,"tweetType":1,"viewCount":582,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}