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2021-04-15

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S&P 500 falls from record as tech weakness offsets rally in bank shares, Nasdaq closes 1% lower

2021-04-15

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KKR-backed AppLovin raises $2 billion in IPO -source

2021-04-15

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Cathie Wood's ARK Buys 750K Shares of Coinbase, Sells 240K Shares of Tesla

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$Coinbase Global, Inc.(COIN)$when can know the bidding result?

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2021-04-14

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Coinbase IPO: Everything you need to know about the ‘watershed moment’ in crypto

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$Tesla Motors(TSLA)$???

Tesla Stock: Headed to $1,071?

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XPeng Inc.: A Reawakening

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$ARK Space Exploration & Innovation ETF(ARKX)$ Share For Daily Task, Please Like and Comment ???

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Value Stocks Have Roared Back. Here Are 6 Funds for the Rally’s Next Stage

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07:41","market":"us","language":"en","title":"S&P 500 falls from record as tech weakness offsets rally in bank shares, Nasdaq closes 1% lower","url":"https://stock-news.laohu8.com/highlight/detail?id=1189551384","media":"CNBC","summary":"The S&P 500 slipped from record levels in volatile trading on Wednesday amid a sell-off in technolog","content":"<div>\n<p>The S&P 500 slipped from record levels in volatile trading on Wednesday amid a sell-off in technology shares, while investors digested the first batch of corporate earnings that largely exceeded ...</p>\n\n<a href=\"https://www.cnbc.com/2021/04/13/stock-market-futures-open-to-close-news.html\">Web Link</a>\n\n</div>\n","source":"cnbc_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>S&P 500 falls from record as tech weakness offsets rally in bank shares, Nasdaq closes 1% lower</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nS&P 500 falls from record as tech weakness offsets rally in bank shares, Nasdaq closes 1% lower\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-04-15 07:41 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.cnbc.com/2021/04/13/stock-market-futures-open-to-close-news.html><strong>CNBC</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>The S&P 500 slipped from record levels in volatile trading on Wednesday amid a sell-off in technology shares, while investors digested the first batch of corporate earnings that largely exceeded ...</p>\n\n<a href=\"https://www.cnbc.com/2021/04/13/stock-market-futures-open-to-close-news.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".IXIC":"NASDAQ Composite",".SPX":"S&P 500 Index","PFE":"辉瑞","WFC":"富国银行","GS":"高盛","NFLX":"奈飞","AAPL":"苹果",".DJI":"道琼斯","TSLA":"特斯拉","JPM":"摩根大通"},"source_url":"https://www.cnbc.com/2021/04/13/stock-market-futures-open-to-close-news.html","is_english":true,"share_image_url":"https://static.laohu8.com/72bb72e1b84c09fca865c6dcb1bbcd16","article_id":"1189551384","content_text":"The S&P 500 slipped from record levels in volatile trading on Wednesday amid a sell-off in technology shares, while investors digested the first batch of corporate earnings that largely exceeded expectations.The broad equity benchmark dipped 0.4% to 4,124.66 after hitting a fresh record high earlier in the session. The Dow Jones Industrial Average gained just 53.62 points, or 0.2%, to 33,730.89. The 30-stock benchmark climbed more than 200 points at one point to touch an all-time high. The Nasdaq Composite fell 1% to 13,857.84.Coinbase’s widely watched direct listing on Wednesday opened at $381 on the Nasdaq and shot up as high as $429, but shares quickly rolled over and closed at $328.28. As Coinbase shares reversed lower, bitcoin fell 1.5% to around $61,930 from a record high of more than $63,800. Crypto investors were hailing the company’s stock market debut as a major milestone for the industry after years of skepticism from Wall Street and regulators.Tesla, a holder of bitcoin and a speculative tech play, fell nearly 4%. Netflix and Facebook dropped more than 2% each, which Amazon, Microsoft and Apple all dipped at least 1%.Strong bank earnings helped support sentiment on Wednesday. Shares of Goldman Sachs climbed more than 2% after the bank blew past analysts’ expectations with record first-quarter net profits and revenues on strong performance from the firm’s equities trading and investment banking units.JPMorgan Chase beat analysts’ estimates on the top and bottom lines, helped by a $5.2 billion benefit from releasing money it had previously set aside for loan losses that didn’t develop. Shares of JPMorgan dipped 1.8%, however, paring its 2021 gains to 19%.Wells Fargo also reported earnings and revenue that exceeded expectations for its first quarter.The stock rallied 5.5%.“The first wave of Q1 big bank results look pretty much as strong as most analysts had expected – even stronger actually,” said JJ Kinahan, chief market strategist at TD Ameritrade. “It’s possible that we’re in a powerful market that’s in a forgiving mood when it comes to bad news. The path of least resistance for stocks continues to seem to be to go higher, with the market climbing a wall of worries that just doesn’t go away.”Bank stocks have risen sharply so far this year, with the S&P 500 financials sector gaining nearly 20%, easily outpacing the S&P 500.In other news, Federal Reserve Chair Jerome Powell on Wednesday said the central bank will reduce its bond purchases likely well before it hikes interest rates.“We will reach the time at which we will taper asset purchases when we have made substantial further progress towards our goals from last December,” Powell said to the Economic Club of Washington. “That would in all likelihood be before, well before, the time we would consider raising interest rates. We have not voted on that order but that is the sense of the guidance.”On Tuesday, the Food and Drug Administration called for a pause in administering J&J’s Covid-19 vaccine after six people in the U.S. developed a rare disorder involving blood clots. The announcement triggered a sell-off in reopening plays like airlines and cruise line operators.Pfizer CEO Albert Bourla said the drugmaker can deliver 10% more vaccine doses to the U.S. by the end of May than previously expected. Plus, Moderna said its Covid-19 vaccine was more than 90% effective at protecting against the virus six months after a person’s second shot.","news_type":1},"isVote":1,"tweetType":1,"viewCount":176,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":347966539,"gmtCreate":1618457260321,"gmtModify":1704711130679,"author":{"id":"3562198169538195","authorId":"3562198169538195","authorIdStr":"3562198169538195","name":"艾迪升","avatar":"https://static.tigerbbs.com/5b8c9747c32f4dd7ba862c988d7e6ec0","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3562198169538195"},"themes":[],"htmlText":"?","listText":"?","text":"?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/347966539","repostId":"1150469902","repostType":4,"repost":{"id":"1150469902","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":1618447631,"share":"https://ttm.financial/m/news/1150469902?lang=&edition=fundamental","pubTime":"2021-04-15 08:47","market":"us","language":"en","title":"KKR-backed AppLovin raises $2 billion in IPO -source","url":"https://stock-news.laohu8.com/highlight/detail?id=1150469902","media":"Reuters","summary":"U.S. mobile app and gaming company AppLovin Corp sold shares in its initial public offering (IPO) at","content":"<p>U.S. mobile app and gaming company AppLovin Corp sold shares in its initial public offering (IPO) at the mid-point of its target range to raise $2 billion, a person familiar with the matter said on Wednesday.</p>\n<p>AppLovin, which is backed by private equity giant KKR &amp; Co Inc, priced 25 million shares at $80 per share, the source said. It had set an IPO target range of $75 to $85 per share.</p>\n<p>The IPO values AppLovin at $28.6 billion.</p>\n<p>The source requested not to be identified ahead of an official announcement. AppLovin did not immediately respond to a request for comment.</p>\n<p>The Palo Alto, California-based company is the latest player in the mobile gaming industry to eye a stock market listing, as demand for video games surges among consumers staying at home during the COVID-19 pandemic.</p>\n<p>In the past 12 months, the likes of Playtika Holding Corp, Roblox Corp and Unity Software Inc have gone public.</p>\n<p>The IPO represents a big windfall for KKR, which acquired a minority stake in AppLovin in 2018 for $400 million, in a deal which valued the company at $2 billion.</p>\n<p>AppLovin abandoned plans to sell itself to Chinese buyout firm Orient Hontai Capital in 2017. A U.S. national security panel shot down the $1.4 billion deal on data security worries.</p>\n<p>AppLovin now has over 410 million daily active users on its platform and its apps consist of more than 200 free-to-play mobile games, including Word Connect, Slap Kings and Bingo Story.</p>\n<p>The company’s shares are scheduled to begin trading on Nasdaq on Thursday under the symbol “APP”.</p>\n<p>Morgan Stanley, JPMorgan, KKR, BofA Securities and Citigroup were among the underwriters of the IPO.</p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>KKR-backed AppLovin raises $2 billion in IPO -source</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\">\nKKR-backed AppLovin raises $2 billion in IPO -source\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1036604489\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/443ce19704621c837795676028cec868);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Reuters </p>\n<p class=\"h-time\">2021-04-15 08:47</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>U.S. mobile app and gaming company AppLovin Corp sold shares in its initial public offering (IPO) at the mid-point of its target range to raise $2 billion, a person familiar with the matter said on Wednesday.</p>\n<p>AppLovin, which is backed by private equity giant KKR &amp; Co Inc, priced 25 million shares at $80 per share, the source said. It had set an IPO target range of $75 to $85 per share.</p>\n<p>The IPO values AppLovin at $28.6 billion.</p>\n<p>The source requested not to be identified ahead of an official announcement. AppLovin did not immediately respond to a request for comment.</p>\n<p>The Palo Alto, California-based company is the latest player in the mobile gaming industry to eye a stock market listing, as demand for video games surges among consumers staying at home during the COVID-19 pandemic.</p>\n<p>In the past 12 months, the likes of Playtika Holding Corp, Roblox Corp and Unity Software Inc have gone public.</p>\n<p>The IPO represents a big windfall for KKR, which acquired a minority stake in AppLovin in 2018 for $400 million, in a deal which valued the company at $2 billion.</p>\n<p>AppLovin abandoned plans to sell itself to Chinese buyout firm Orient Hontai Capital in 2017. A U.S. national security panel shot down the $1.4 billion deal on data security worries.</p>\n<p>AppLovin now has over 410 million daily active users on its platform and its apps consist of more than 200 free-to-play mobile games, including Word Connect, Slap Kings and Bingo Story.</p>\n<p>The company’s shares are scheduled to begin trading on Nasdaq on Thursday under the symbol “APP”.</p>\n<p>Morgan Stanley, JPMorgan, KKR, BofA Securities and Citigroup were among the underwriters of the IPO.</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"APP":"AppLovin Corporation"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1150469902","content_text":"U.S. mobile app and gaming company AppLovin Corp sold shares in its initial public offering (IPO) at the mid-point of its target range to raise $2 billion, a person familiar with the matter said on Wednesday.\nAppLovin, which is backed by private equity giant KKR & Co Inc, priced 25 million shares at $80 per share, the source said. It had set an IPO target range of $75 to $85 per share.\nThe IPO values AppLovin at $28.6 billion.\nThe source requested not to be identified ahead of an official announcement. AppLovin did not immediately respond to a request for comment.\nThe Palo Alto, California-based company is the latest player in the mobile gaming industry to eye a stock market listing, as demand for video games surges among consumers staying at home during the COVID-19 pandemic.\nIn the past 12 months, the likes of Playtika Holding Corp, Roblox Corp and Unity Software Inc have gone public.\nThe IPO represents a big windfall for KKR, which acquired a minority stake in AppLovin in 2018 for $400 million, in a deal which valued the company at $2 billion.\nAppLovin abandoned plans to sell itself to Chinese buyout firm Orient Hontai Capital in 2017. A U.S. national security panel shot down the $1.4 billion deal on data security worries.\nAppLovin now has over 410 million daily active users on its platform and its apps consist of more than 200 free-to-play mobile games, including Word Connect, Slap Kings and Bingo Story.\nThe company’s shares are scheduled to begin trading on Nasdaq on Thursday under the symbol “APP”.\nMorgan Stanley, JPMorgan, KKR, BofA Securities and Citigroup were among the underwriters of the IPO.","news_type":1},"isVote":1,"tweetType":1,"viewCount":209,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":347966925,"gmtCreate":1618457231067,"gmtModify":1704711130196,"author":{"id":"3562198169538195","authorId":"3562198169538195","authorIdStr":"3562198169538195","name":"艾迪升","avatar":"https://static.tigerbbs.com/5b8c9747c32f4dd7ba862c988d7e6ec0","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3562198169538195"},"themes":[],"htmlText":"Great ariticle, would you like to share it?","listText":"Great ariticle, would you like to share it?","text":"Great ariticle, would you like to share it?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/347966925","repostId":"2127074226","repostType":4,"repost":{"id":"2127074226","pubTimestamp":1618455604,"share":"https://ttm.financial/m/news/2127074226?lang=&edition=fundamental","pubTime":"2021-04-15 11:00","market":"us","language":"en","title":"Cathie Wood's ARK Buys 750K Shares of Coinbase, Sells 240K Shares of Tesla","url":"https://stock-news.laohu8.com/highlight/detail?id=2127074226","media":"StreetInsider","summary":"Cathie Wood's ARK Investment active ETFs added bought shares of new listing Coinbase (NASDAQ: COIN) ","content":"<p>Cathie Wood's ARK Investment active ETFs added bought shares of new listing Coinbase (NASDAQ: COIN) on Wednesday. The firm bought 749,205 shares through three ETFs.</p>\n<p>The firm also sold 243,115 shares of Tesla (NASDAQ: TSLA) through 2 funds, among other trades.</p>\n<p>ARK discloses its trades daily M-F. The daily trades are not comprehensive lists of a day's trades for the ARK ETFs and exclude initial/secondary public offering transactions and ETF Creation/Redemption Unit activity. Wood is famous for her ultra-bullish call on Tesla and is regarded as having the hottest hand on the Street currently.</p>","source":"highlight_streetinsider","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Cathie Wood's ARK Buys 750K Shares of Coinbase, Sells 240K Shares of Tesla</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nCathie Wood's ARK Buys 750K Shares of Coinbase, Sells 240K Shares of Tesla\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-04-15 11:00 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.streetinsider.com/dr/news.php?id=18263232><strong>StreetInsider</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Cathie Wood's ARK Investment active ETFs added bought shares of new listing Coinbase (NASDAQ: COIN) on Wednesday. The firm bought 749,205 shares through three ETFs.\nThe firm also sold 243,115 shares ...</p>\n\n<a href=\"https://www.streetinsider.com/dr/news.php?id=18263232\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"COIN":"Coinbase Global, Inc.","TSLA":"特斯拉","ARKK":"ARK Innovation ETF"},"source_url":"https://www.streetinsider.com/dr/news.php?id=18263232","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2127074226","content_text":"Cathie Wood's ARK Investment active ETFs added bought shares of new listing Coinbase (NASDAQ: COIN) on Wednesday. The firm bought 749,205 shares through three ETFs.\nThe firm also sold 243,115 shares of Tesla (NASDAQ: TSLA) through 2 funds, among other trades.\nARK discloses its trades daily M-F. The daily trades are not comprehensive lists of a day's trades for the ARK ETFs and exclude initial/secondary public offering transactions and ETF Creation/Redemption Unit activity. Wood is famous for her ultra-bullish call on Tesla and is regarded as having the hottest hand on the Street currently.","news_type":1},"isVote":1,"tweetType":1,"viewCount":289,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":344629089,"gmtCreate":1618407318741,"gmtModify":1704710324288,"author":{"id":"3562198169538195","authorId":"3562198169538195","authorIdStr":"3562198169538195","name":"艾迪升","avatar":"https://static.tigerbbs.com/5b8c9747c32f4dd7ba862c988d7e6ec0","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3562198169538195"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/COIN\">$Coinbase Global, Inc.(COIN)$</a>when can know the bidding result?&nbsp;","listText":"<a href=\"https://laohu8.com/S/COIN\">$Coinbase Global, Inc.(COIN)$</a>when can know the bidding result?&nbsp;","text":"$Coinbase Global, Inc.(COIN)$when can know the bidding result?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/344629089","isVote":1,"tweetType":1,"viewCount":175,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":344132612,"gmtCreate":1618386005136,"gmtModify":1704709989162,"author":{"id":"3562198169538195","authorId":"3562198169538195","authorIdStr":"3562198169538195","name":"艾迪升","avatar":"https://static.tigerbbs.com/5b8c9747c32f4dd7ba862c988d7e6ec0","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3562198169538195"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/C6L.SI\">$SINGAPORE AIRLINES LTD(C6L.SI)$</a>It's Time To Fly High Again ???Singapore finalising details of air travel bubble with Hong Kong: Ong Ye Kunghttps://www.channelnewsasia.com/news/singapore/singapore-finalising-details-of-air-travel-bubble-with-hong-kong-14619748","listText":"<a href=\"https://laohu8.com/S/C6L.SI\">$SINGAPORE AIRLINES LTD(C6L.SI)$</a>It's Time To Fly High Again ???Singapore finalising details of air travel bubble with Hong Kong: Ong Ye Kunghttps://www.channelnewsasia.com/news/singapore/singapore-finalising-details-of-air-travel-bubble-with-hong-kong-14619748","text":"$SINGAPORE AIRLINES LTD(C6L.SI)$It's Time To Fly High Again ???Singapore finalising details of air travel bubble with Hong Kong: Ong Ye Kunghttps://www.channelnewsasia.com/news/singapore/singapore-finalising-details-of-air-travel-bubble-with-hong-kong-14619748","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":10,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/344132612","isVote":1,"tweetType":1,"viewCount":661,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":344972291,"gmtCreate":1618372082913,"gmtModify":1704709809919,"author":{"id":"3562198169538195","authorId":"3562198169538195","authorIdStr":"3562198169538195","name":"艾迪升","avatar":"https://static.tigerbbs.com/5b8c9747c32f4dd7ba862c988d7e6ec0","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3562198169538195"},"themes":[],"htmlText":"Great ariticle, would you like to share it?","listText":"Great ariticle, would you like to share it?","text":"Great ariticle, would you like to share it?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/344972291","repostId":"2127454000","repostType":4,"repost":{"id":"2127454000","pubTimestamp":1618364092,"share":"https://ttm.financial/m/news/2127454000?lang=&edition=fundamental","pubTime":"2021-04-14 09:34","market":"us","language":"en","title":"Coinbase IPO: Everything you need to know about the ‘watershed moment’ in crypto","url":"https://stock-news.laohu8.com/highlight/detail?id=2127454000","media":"MarketWatch","summary":"'That said, investing in Coinbase is not for the faint of heart, as the business--and the stock--wil","content":"<p>'That said, investing in Coinbase is not for the faint of heart, as the business--and the stock--will likely see dramatic, potentially protracted, swings,' MoffettNathanson's Ellis writes</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/9a8244209cb653b4d9e43e2d729863b9\" tg-width=\"620\" tg-height=\"414\" referrerpolicy=\"no-referrer\"><span>Here comes the Coinbase IPO! Photographer: Tiffany Hagler-Geard/Bloomberg</span></p><p>Coinbase is the talk of Wall Street, as the largest crypto platform in the U.S. gears up for its public debut on a traditional exchange Wednesday, through a direct listing.</p><p>There is no doubt that the public offering of Coinbase is a big deal in the world of crypto. The company was created just over a decade ago with the genesis of bitcoin  and is now in the midst of a moment that many in the industry have described as a tipping point .</p><p>There are few ways to get direct ownership of crypto currencies, outside of buying them directly, a service that Coinbase provides for a fee, and what investors appear willing to be pay up for.</p><p>Leeor Shimron, analyst at FundStrat Global Advisors, described the Coinbase listing as seminal. \"Coinbase's direct listing is a watershed moment for the crypto industry.\"</p><p>Wedbush analyst Dan Ives said the listing is a reflection of the crypto's mainstream evolution.</p><p>\"Coinbase is a foundational piece of the crypto ecosystem and is a barometer for the growing mainstream adoption of Bitcoin and crypto for the coming years in our opinion,\" he wrote in a research note Tuesday.</p><p>Some caution that the implied valuations for Coinbase as a crypto exchange are too lofty , the parent company of the New York Stock Exchange.</p><p>In a direct listing, a company floats its shares on a stock exchange, but without hiring banks to underwrite the transaction, like in an IPO.</p><p>Here's what you need to know about the coming offering.</p><p><b>What is Coinbase?</b></p><p>The Silicon Valley crypto exchange was co-founded in 2012 by Brian Armstrong, 38, who runs the platform as chief executive. Fred Ehrsam, a Coinbase director, also helped to create the company.</p><p>According to Forbes , Armstrong's networth is currently $6.5 billion based on his ownership in the company and his wealth is likely to increase if the direct listing goes off successfully.</p><p><b>When will Coinbase go public?</b></p><p>Coinbase will list on April 14. The precise timing of the list isn't clear but <a href=\"https://laohu8.com/S/PLTR\">Palantir Technologies Inc.</a>'s (PLTR)direct listing   after 1:30 p.m. Eastern Time.</p><p><b>Where will it list?</b></p><p>Coinbase is set to go public on the Nasdaq under the ticker symbol \"COIN\" as a direct listing, meaning it isn't raising any new money, as a company would under a traditional IPO.</p><p>Coinbase is the Nasdaq's first major direct listing, with Spotify <a href=\"https://laohu8.com/S/SPOT\">$(SPOT)$</a>, <a href=\"https://laohu8.com/S/WORK\">Slack Technologies</a> (WORK) and most recently Palantir Technologies (PLTR) all opting to directly list at the NYSE.</p><p><b>Valuations?</b></p><p>Valuations for Coinbase vary from $50 billion to $150 billion based on some decentralized crypto platforms that attempt to replicate how the company's shares might trade. At the top end of the spectrum, Coinbase would be bigger than a number of U.S. exchanges, including ICE, Nasdaq, CME Group <a href=\"https://laohu8.com/S/CME\">$(CME)$</a> and Cboe Global Markets <a href=\"https://laohu8.com/S/CBOE\">$(CBOE)$</a>.</p><p><img src=\"https://static.tigerbbs.com/d2200134a14a3d37a8a656d85f6906c0\" tg-width=\"955\" tg-height=\"657\" referrerpolicy=\"no-referrer\"></p><p>David Trainer, CEO of New Constructs, an investment research firm, said the crypto platform's value is ridiculously high. \"Even though Coinbase's revenue surged over the past 12 months, the company has little-to-no-chance of meeting the future profit expectations that are baked into its ridiculously high expected valuation of $100 billion,\" he said.</p><p>\"Coinbase's expected valuation of $100 billion implies that its revenue will be 1.5x the combined 2020 revenues of two of the most established exchanges in the marketplace, Nasdaq Inc. <a href=\"https://laohu8.com/S/NDAQ\">$(NDAQ)$</a> and Intercontinental Exchange <a href=\"https://laohu8.com/S/ICE\">$(ICE)$</a>, the parent company of the New York Stock Exchange,\" he said.</p><p>Trainer said that based on his calculation, Coinbase's valuation should be closer to $18.9 billion--an 81% decrease from the $100 billion expected valuation.</p><p><b>'Not for the faint of heart'</b></p><p>MoffettNathanson analyst Lisa Ellis explained to MarketWatch why the offering is, as she describes it \"not for the faint of heart,\" but why she initiated coverage of the exchange at a buy with a price-target of $600, even before it sees its first trade on the Nasdaq.</p><p>\"I'm super super bullish on Coinbase...because you get the sense that they are a market leader in the space and crypto agnostic,\" she said.</p><p>That said, she acknowledges that currently 90% of Coinbase's revenues are derived directly from retail trading, with most in the U.S. and trading centered primarily on the two largest cryptos: bitcoin and Ether  on the ethereum blockchain.</p><p>\"So the implications is that Coinbase's revenues are correlated with the level of activity in cryto currency and especially bitcoin and ether.\"</p><p>Ellis says investors need to have at least a one-year long-term investment strategy in bitcoin, which could still go to zero by some bearish accounts, but a three-year outlook is even better, because the crypto complex has tended to operate in three-year cycles of boom and then bust.</p><p><b>Validation for crypto or a top?</b></p><p>Some bulls see Coinbase as validation for the nascent crpyto industry.</p><p>Alex Mashinsky, head of crypto-lending and trading platform Celsius Network, put it this way:</p><p>\"We look at the Coinbase listing as an additional validation of the space, and a major PR opportunity for the entire industry to shine as the future of finance,\" he told MarketWatch via email.</p><p>\"Coinbase has more users and more revenues than many of the largest Wall Street players and is more profitable than any major exchange, and this validation puts most skeptics at a crossroads having to re-evaluate their denial and frustration with the disruption coming at them from all sides.\"</p><p>Others suggest that it may prove a new top for the market and put crypto prices under pressure after a precipitous rally in recent days and a fresh record for bitcoin.</p><p>Yves Lamoureux, the president of Montreal-based macroeconomic research firm Lamoureux &amp; Co., told MarketWatch that he is fearful that too much euphoria surrounds bitcoin and crypto and sees it due for a retrenchment as a result. \"Can you find out-there anyone with a bearish viewpoint?\" he asked. \"A resounding no,\" said Lamoureux.</p><p><b>Is Coinbase the largest crypto exchange?</b></p><p>Coinbase is the second-largest crypto platform, but the largest in the U.S., by volume. The title of largest goes to Binance, which sees $47 billion in crypto trading volume in a 24-hour period, according to CoinMarketCap.com .</p><p><b>Who else owns Coinbase?</b></p><p>Venture-capital firm Andreessen Horowitz, is the largest owner of Coinbase, boasting about 25% of Class A shares  and 14%% of Class B. And Marc Andreessen, head of the venture capital outfit, sits on Coinbase's board.</p><p><b>Other facts</b></p><p>For those aiming for an even deeper dive into Coinbase, check out MarketWatch's <a href=\"https://laohu8.com/NW/2116458171\" target=\"_blank\">5 things to know about the company</a>.</p>","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>Coinbase IPO: Everything you need to know about the ‘watershed moment’ in crypto</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nCoinbase IPO: Everything you need to know about the ‘watershed moment’ in crypto\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-04-14 09:34 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.marketwatch.com/story/coinbase-ipo-everything-you-need-to-know-about-the-watershed-moment-in-crypto-11618350086?mod=home-page><strong>MarketWatch</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>'That said, investing in Coinbase is not for the faint of heart, as the business--and the stock--will likely see dramatic, potentially protracted, swings,' MoffettNathanson's Ellis writesHere comes ...</p>\n\n<a href=\"https://www.marketwatch.com/story/coinbase-ipo-everything-you-need-to-know-about-the-watershed-moment-in-crypto-11618350086?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":{"COIN":"Coinbase Global, Inc."},"source_url":"https://www.marketwatch.com/story/coinbase-ipo-everything-you-need-to-know-about-the-watershed-moment-in-crypto-11618350086?mod=home-page","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2127454000","content_text":"'That said, investing in Coinbase is not for the faint of heart, as the business--and the stock--will likely see dramatic, potentially protracted, swings,' MoffettNathanson's Ellis writesHere comes the Coinbase IPO! Photographer: Tiffany Hagler-Geard/BloombergCoinbase is the talk of Wall Street, as the largest crypto platform in the U.S. gears up for its public debut on a traditional exchange Wednesday, through a direct listing.There is no doubt that the public offering of Coinbase is a big deal in the world of crypto. The company was created just over a decade ago with the genesis of bitcoin  and is now in the midst of a moment that many in the industry have described as a tipping point .There are few ways to get direct ownership of crypto currencies, outside of buying them directly, a service that Coinbase provides for a fee, and what investors appear willing to be pay up for.Leeor Shimron, analyst at FundStrat Global Advisors, described the Coinbase listing as seminal. \"Coinbase's direct listing is a watershed moment for the crypto industry.\"Wedbush analyst Dan Ives said the listing is a reflection of the crypto's mainstream evolution.\"Coinbase is a foundational piece of the crypto ecosystem and is a barometer for the growing mainstream adoption of Bitcoin and crypto for the coming years in our opinion,\" he wrote in a research note Tuesday.Some caution that the implied valuations for Coinbase as a crypto exchange are too lofty , the parent company of the New York Stock Exchange.In a direct listing, a company floats its shares on a stock exchange, but without hiring banks to underwrite the transaction, like in an IPO.Here's what you need to know about the coming offering.What is Coinbase?The Silicon Valley crypto exchange was co-founded in 2012 by Brian Armstrong, 38, who runs the platform as chief executive. Fred Ehrsam, a Coinbase director, also helped to create the company.According to Forbes , Armstrong's networth is currently $6.5 billion based on his ownership in the company and his wealth is likely to increase if the direct listing goes off successfully.When will Coinbase go public?Coinbase will list on April 14. The precise timing of the list isn't clear but Palantir Technologies Inc.'s (PLTR)direct listing   after 1:30 p.m. Eastern Time.Where will it list?Coinbase is set to go public on the Nasdaq under the ticker symbol \"COIN\" as a direct listing, meaning it isn't raising any new money, as a company would under a traditional IPO.Coinbase is the Nasdaq's first major direct listing, with Spotify $(SPOT)$, Slack Technologies (WORK) and most recently Palantir Technologies (PLTR) all opting to directly list at the NYSE.Valuations?Valuations for Coinbase vary from $50 billion to $150 billion based on some decentralized crypto platforms that attempt to replicate how the company's shares might trade. At the top end of the spectrum, Coinbase would be bigger than a number of U.S. exchanges, including ICE, Nasdaq, CME Group $(CME)$ and Cboe Global Markets $(CBOE)$.David Trainer, CEO of New Constructs, an investment research firm, said the crypto platform's value is ridiculously high. \"Even though Coinbase's revenue surged over the past 12 months, the company has little-to-no-chance of meeting the future profit expectations that are baked into its ridiculously high expected valuation of $100 billion,\" he said.\"Coinbase's expected valuation of $100 billion implies that its revenue will be 1.5x the combined 2020 revenues of two of the most established exchanges in the marketplace, Nasdaq Inc. $(NDAQ)$ and Intercontinental Exchange $(ICE)$, the parent company of the New York Stock Exchange,\" he said.Trainer said that based on his calculation, Coinbase's valuation should be closer to $18.9 billion--an 81% decrease from the $100 billion expected valuation.'Not for the faint of heart'MoffettNathanson analyst Lisa Ellis explained to MarketWatch why the offering is, as she describes it \"not for the faint of heart,\" but why she initiated coverage of the exchange at a buy with a price-target of $600, even before it sees its first trade on the Nasdaq.\"I'm super super bullish on Coinbase...because you get the sense that they are a market leader in the space and crypto agnostic,\" she said.That said, she acknowledges that currently 90% of Coinbase's revenues are derived directly from retail trading, with most in the U.S. and trading centered primarily on the two largest cryptos: bitcoin and Ether  on the ethereum blockchain.\"So the implications is that Coinbase's revenues are correlated with the level of activity in cryto currency and especially bitcoin and ether.\"Ellis says investors need to have at least a one-year long-term investment strategy in bitcoin, which could still go to zero by some bearish accounts, but a three-year outlook is even better, because the crypto complex has tended to operate in three-year cycles of boom and then bust.Validation for crypto or a top?Some bulls see Coinbase as validation for the nascent crpyto industry.Alex Mashinsky, head of crypto-lending and trading platform Celsius Network, put it this way:\"We look at the Coinbase listing as an additional validation of the space, and a major PR opportunity for the entire industry to shine as the future of finance,\" he told MarketWatch via email.\"Coinbase has more users and more revenues than many of the largest Wall Street players and is more profitable than any major exchange, and this validation puts most skeptics at a crossroads having to re-evaluate their denial and frustration with the disruption coming at them from all sides.\"Others suggest that it may prove a new top for the market and put crypto prices under pressure after a precipitous rally in recent days and a fresh record for bitcoin.Yves Lamoureux, the president of Montreal-based macroeconomic research firm Lamoureux & Co., told MarketWatch that he is fearful that too much euphoria surrounds bitcoin and crypto and sees it due for a retrenchment as a result. \"Can you find out-there anyone with a bearish viewpoint?\" he asked. \"A resounding no,\" said Lamoureux.Is Coinbase the largest crypto exchange?Coinbase is the second-largest crypto platform, but the largest in the U.S., by volume. The title of largest goes to Binance, which sees $47 billion in crypto trading volume in a 24-hour period, according to CoinMarketCap.com .Who else owns Coinbase?Venture-capital firm Andreessen Horowitz, is the largest owner of Coinbase, boasting about 25% of Class A shares  and 14%% of Class B. And Marc Andreessen, head of the venture capital outfit, sits on Coinbase's board.Other factsFor those aiming for an even deeper dive into Coinbase, check out MarketWatch's 5 things to know about the company.","news_type":1},"isVote":1,"tweetType":1,"viewCount":83,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":345142144,"gmtCreate":1618292453388,"gmtModify":1704708693476,"author":{"id":"3562198169538195","authorId":"3562198169538195","authorIdStr":"3562198169538195","name":"艾迪升","avatar":"https://static.tigerbbs.com/5b8c9747c32f4dd7ba862c988d7e6ec0","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3562198169538195"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/TSLA\">$Tesla Motors(TSLA)$</a>???","listText":"<a href=\"https://laohu8.com/S/TSLA\">$Tesla Motors(TSLA)$</a>???","text":"$Tesla Motors(TSLA)$???","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/345142144","repostId":"1140705302","repostType":4,"repost":{"id":"1140705302","pubTimestamp":1618282895,"share":"https://ttm.financial/m/news/1140705302?lang=&edition=fundamental","pubTime":"2021-04-13 11:01","market":"us","language":"en","title":"Tesla Stock: Headed to $1,071?","url":"https://stock-news.laohu8.com/highlight/detail?id=1140705302","media":"Motley Fool","summary":"This analyst thinks shares could soar 53% over the next 12 months.Shares of Tesla  popped on Monday, rising nearly 4%. The gain followed an analyst's move to give the stock a significant price target increase. Canaccord Genuity analyst Jed Dorsheimer now thinks the electric-car maker's shares could rise to $1,071 within the next 12 months.After the growth stock hit an all-time high of just over $900 earlier this year, it slid sharply during part of February and the beginning of March. Has the pu","content":"<p>This analyst thinks shares could soar 53% over the next 12 months.</p><p>Shares of&nbsp;<b>Tesla</b>&nbsp;(NASDAQ:TSLA)&nbsp;popped on Monday, rising nearly 4%. The gain followed an analyst's move to give the stock a significant price target increase. Canaccord Genuity analyst Jed Dorsheimer now thinks the electric-car maker's shares could rise to $1,071 within the next 12 months.</p><p>After the&nbsp;growth stock&nbsp;hit an all-time high of just over $900 earlier this year, it slid sharply during part of February and the beginning of March. Has the pullback created a buying opportunity?</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/8ec999f3452554425f3330e1f6d5ebb1\" tg-width=\"2000\" tg-height=\"1052\" referrerpolicy=\"no-referrer\"><span>IMAGE SOURCE: GETTY IMAGES.</span></p><p><b>The path to $1,071</b></p><p>Dorsheimer more than doubled his price target for Tesla, increasing it from $419 to $1,071. In addition, the analyst changed his rating on the stock from hold to buy.</p><p>While Tesla makes most of its revenue from electric cars, the analyst's upgrade for the stock today has a lot to do with his bullish view for the company's solar and energy storage business. He believes Tesla's energy generation and storage business could rake in $8 billion of revenue annually by 2025 thanks to an \"<b>Apple</b>-esque ecosystem of energy products\" and \"harmonized electrification.\" Dorsheimer thinks that as Tesla resolves the battery cell supply shortage it said it was facing in its most recent quarterly update, the company is well positioned to grow the business through sales of its energy storage products. He also believes Tesla is several years ahead of the competition in energy storage, giving it an edge.</p><p><b>Momentum in energy</b></p><p>Though Tesla's electric-car business gets more attention than its energy storage business since that's where the bulk of the company's sales come from, energy storage deployments actually grew faster in 2020 than electric-car sales. Total energy storage deployments, measured in gigawatt hours (GWh), increased 83% year over year to 3 GWh in 2020.</p><p>\"This growth was driven mainly by the popularity of Megapack, our utility scale storage product,\" Tesla told&nbsp;investors&nbsp;in its fourth-quarter update. \"Powerwall demand continues to increase as the residential business continues to grow.\"</p><p>Impressively, this growth came even as production was limited. \"Our energy storage business continues to be supply constrained as backlog remains strong,\" Tesla said. But its efforts to increase cell production will help the company ramp up supply \"in the next few months.\" Because of this, the automaker anticipates its energy storage business will grow at approximately the same rate in 2021 as it did in 2020.</p><p>Tesla's solar business is growing slower, with megawatts of solar deployments increasing 18% in 2020 from the prior year. But this segment saw accelerated growth in the fourth quarter, when deployments grew 59% year over year.</p><p>While investors should be sure to do their own due diligence on Tesla stock, Dorsheimer does highlight an often-underappreciated aspect of the business that could become a significant contributor to Tesla's bottom line.</p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Tesla Stock: Headed to $1,071?</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nTesla Stock: Headed to $1,071?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-04-13 11:01 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2021/04/12/tesla-stock-headed-to-1071/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>This analyst thinks shares could soar 53% over the next 12 months.Shares of Tesla (NASDAQ:TSLA) popped on Monday, rising nearly 4%. The gain followed an analyst's move to give the stock a significant ...</p>\n\n<a href=\"https://www.fool.com/investing/2021/04/12/tesla-stock-headed-to-1071/\">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.fool.com/investing/2021/04/12/tesla-stock-headed-to-1071/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1140705302","content_text":"This analyst thinks shares could soar 53% over the next 12 months.Shares of Tesla (NASDAQ:TSLA) popped on Monday, rising nearly 4%. The gain followed an analyst's move to give the stock a significant price target increase. Canaccord Genuity analyst Jed Dorsheimer now thinks the electric-car maker's shares could rise to $1,071 within the next 12 months.After the growth stock hit an all-time high of just over $900 earlier this year, it slid sharply during part of February and the beginning of March. Has the pullback created a buying opportunity?IMAGE SOURCE: GETTY IMAGES.The path to $1,071Dorsheimer more than doubled his price target for Tesla, increasing it from $419 to $1,071. In addition, the analyst changed his rating on the stock from hold to buy.While Tesla makes most of its revenue from electric cars, the analyst's upgrade for the stock today has a lot to do with his bullish view for the company's solar and energy storage business. He believes Tesla's energy generation and storage business could rake in $8 billion of revenue annually by 2025 thanks to an \"Apple-esque ecosystem of energy products\" and \"harmonized electrification.\" Dorsheimer thinks that as Tesla resolves the battery cell supply shortage it said it was facing in its most recent quarterly update, the company is well positioned to grow the business through sales of its energy storage products. He also believes Tesla is several years ahead of the competition in energy storage, giving it an edge.Momentum in energyThough Tesla's electric-car business gets more attention than its energy storage business since that's where the bulk of the company's sales come from, energy storage deployments actually grew faster in 2020 than electric-car sales. Total energy storage deployments, measured in gigawatt hours (GWh), increased 83% year over year to 3 GWh in 2020.\"This growth was driven mainly by the popularity of Megapack, our utility scale storage product,\" Tesla told investors in its fourth-quarter update. \"Powerwall demand continues to increase as the residential business continues to grow.\"Impressively, this growth came even as production was limited. \"Our energy storage business continues to be supply constrained as backlog remains strong,\" Tesla said. But its efforts to increase cell production will help the company ramp up supply \"in the next few months.\" Because of this, the automaker anticipates its energy storage business will grow at approximately the same rate in 2021 as it did in 2020.Tesla's solar business is growing slower, with megawatts of solar deployments increasing 18% in 2020 from the prior year. But this segment saw accelerated growth in the fourth quarter, when deployments grew 59% year over year.While investors should be sure to do their own due diligence on Tesla stock, Dorsheimer does highlight an often-underappreciated aspect of the business that could become a significant contributor to Tesla's bottom line.","news_type":1},"isVote":1,"tweetType":1,"viewCount":211,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":345146335,"gmtCreate":1618292341527,"gmtModify":1704708692341,"author":{"id":"3562198169538195","authorId":"3562198169538195","authorIdStr":"3562198169538195","name":"艾迪升","avatar":"https://static.tigerbbs.com/5b8c9747c32f4dd7ba862c988d7e6ec0","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3562198169538195"},"themes":[],"htmlText":"Great ariticle, would you like to share it?","listText":"Great ariticle, would you like to share it?","text":"Great ariticle, would you like to share it?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/345146335","repostId":"1164181592","repostType":4,"repost":{"id":"1164181592","pubTimestamp":1618284203,"share":"https://ttm.financial/m/news/1164181592?lang=&edition=fundamental","pubTime":"2021-04-13 11:23","market":"us","language":"en","title":"Why Nio Stock Is Not Yet a Long-Term Buy","url":"https://stock-news.laohu8.com/highlight/detail?id=1164181592","media":"InvestorPlace","summary":"The recent choppiness in EV darling NIO stock will likely continue in April, too\nShares of the Chine","content":"<p>The recent choppiness in EV darling NIO stock will likely continue in April, too</p>\n<p>Shares of the Chinese electric vehicle maker&nbsp;<b>Nio</b>(NYSE:<b><u>NIO</u></b>) had a remarkable performance in the past year, returning around than 1,350%. In other words, $1,000 invested in NIO stock in April 2020 would now be more than $14,500.</p>\n<p>By comparison, the&nbsp;<b>SPDR S&amp;P Kensho Smart Mobility ETF</b>&nbsp;(NYSEARCA:<b><u>HAIL</u></b>) is up about 175% in the same period. And, since hitting 52-week lows last spring,<b>Tesla</b>&nbsp;(NASDAQ:<b><u>TSLA</u></b>) has returned around 480%.</p>\n<p>Nio shares hit a record high on Jan. 11. However, since then, profit-taking has kicked in, and so far this year, NIO stock is down over 20%, meaning the shares are now officially in a bear market. The stock is currently around $38.</p>\n<p>Therefore, we will look at Nio’s prospects and discuss whether it remains a buy given the recent drop in the share price. Given the increased volatility in the markets in earnings seasons, Nio stock could decline further in April. Here’s why.</p>\n<p><b>How Q4 Results Came</b></p>\n<p>About&nbsp;1.3 million electric vehicles&nbsp;were sold last year in China. Forecasters expect that to increase to 1.9 million EVs this year. China now has the&nbsp;largest EV market&nbsp;worldwide, followed by Germany, the U.S. and France. Therefore, Chinese automakers are increasingly in the limelight.</p>\n<p>Nio markets cars exclusively in China, where it also offers battery charging services. Management released&nbsp;Q4&nbsp;results in early March. During the quarter, Nio delivered 17,353 vehicles. It currently has three models:</p>\n<ul>\n <li>ES8 (six- and seven-seater SUV) sales in the fourth quarter were 4,873.</li>\n <li>ES6 (five-seater SUV) Q4 sales were 7,574.</li>\n <li>EC6S (five-seater coupe SUV) Q4 sales were 4,906.</li>\n</ul>\n<p>For 2020, the total number of deliveries was 43,728. A year ago it had been 20,565. Vehicle sales came at $946 million, an increase of 130% year over year. Revenue was $1 billion, up 133% from the previous year. Net loss per diluted share was 14 cents, a number wider than expected.</p>\n<p>Most car companies are currently suffering from a global&nbsp;chip&nbsp;shortage. Nio’s management hasalso warned that it would have to cut production by over 20%. As a result, investors have taken some money off the table, especially in the shares of global car makers.</p>\n<p>The Street has also been nervous about inflationary pressures in the horizon, as evidenced by the rise in U.S. Treasury yields. Furthermore, Chinese stocks are under pressure due to U.S.&nbsp;regulatory&nbsp;concerns. Given the new SEC laws, several China-based names could&nbsp;delist&nbsp;in the U.S. Therefore, a further move away from growth names like Nio stock might be in the cards.</p>\n<p>In early April, Nio&nbsp;released&nbsp;its March and Q1 2021 delivery update. The automaker delivered 7,257 vehicles in March, up 373% from a year ago. Earlier this month Nio also marked the production of its 100,000th vehicle. Although these are important developments for a young company, investors were not impressed enough to buy into the share price.</p>\n<p><b>The Bottom Line on NIO Stock</b></p>\n<p>Over the past year, Nio has seen an epic renaissance, moving from a penny stock to an electric vehicle darling with a market capitalization of $62 billion. Given the growth of this segment in China as well as globally, the bull run in many global EV makers could still be in early stages. However, NIO stock’s price-book and price-sales ratios stand at 13.4 and 17.2, respectively.</p>\n<p>This is a frothy valuation level for a company that sells around 50,000 vehicles&nbsp; a year. By comparison,<b>General Motors</b>&nbsp;(NYSE:<b><u>GM</u></b>) has P/B and P/S ratios of 1.6 and 0.5. Therefore, it might still be too early to hit the “buy” button in Nio in April. The smart money is likely to wait longer before moving back into the shares.</p>\n<p>It is also important to remember that most EV stocks move in tandem. As a new earnings season begins, quarterly metrics from other automakers will potentially affect Nio shares. For instance, a decline in the industry’s top names, especially in Tesla stock, could have an adverse effect on the Chinese group, too.</p>\n<p>If you do not want to commit full capital to NIO stock, you might also consider ETFs that hold the EV maker as a stock. Examples include the&nbsp;<b>First Trust NASDAQ Clean Edge Green Energy Index Fund</b>(NASDAQ:<b><u>QCLN</u></b>), the&nbsp;<b>Global X Autonomous &amp; Electric Vehicles ETF</b>&nbsp;(NASDAQ:<b><u>DRIV</u></b>), the&nbsp;<b>KraneShares MSCI China Clean Technology Index ETF</b>&nbsp;(NYSEARCA:<b><u>KGRN</u></b>) or the&nbsp;<b>SoFi</b>&nbsp;<b>50 ETF</b>&nbsp;(NYSEARCA:<b><u>SFYF</u></b>).</p>","source":"lsy1606302653667","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Why Nio Stock Is Not Yet a Long-Term 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\">\nWhy Nio Stock Is Not Yet a Long-Term Buy\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-04-13 11:23 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://investorplace.com/2021/04/why-nio-stock-is-not-yet-a-long-term-buy/><strong>InvestorPlace</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>The recent choppiness in EV darling NIO stock will likely continue in April, too\nShares of the Chinese electric vehicle maker Nio(NYSE:NIO) had a remarkable performance in the past year, returning ...</p>\n\n<a href=\"https://investorplace.com/2021/04/why-nio-stock-is-not-yet-a-long-term-buy/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NIO":"蔚来"},"source_url":"https://investorplace.com/2021/04/why-nio-stock-is-not-yet-a-long-term-buy/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1164181592","content_text":"The recent choppiness in EV darling NIO stock will likely continue in April, too\nShares of the Chinese electric vehicle maker Nio(NYSE:NIO) had a remarkable performance in the past year, returning around than 1,350%. In other words, $1,000 invested in NIO stock in April 2020 would now be more than $14,500.\nBy comparison, the SPDR S&P Kensho Smart Mobility ETF (NYSEARCA:HAIL) is up about 175% in the same period. And, since hitting 52-week lows last spring,Tesla (NASDAQ:TSLA) has returned around 480%.\nNio shares hit a record high on Jan. 11. However, since then, profit-taking has kicked in, and so far this year, NIO stock is down over 20%, meaning the shares are now officially in a bear market. The stock is currently around $38.\nTherefore, we will look at Nio’s prospects and discuss whether it remains a buy given the recent drop in the share price. Given the increased volatility in the markets in earnings seasons, Nio stock could decline further in April. Here’s why.\nHow Q4 Results Came\nAbout 1.3 million electric vehicles were sold last year in China. Forecasters expect that to increase to 1.9 million EVs this year. China now has the largest EV market worldwide, followed by Germany, the U.S. and France. Therefore, Chinese automakers are increasingly in the limelight.\nNio markets cars exclusively in China, where it also offers battery charging services. Management released Q4 results in early March. During the quarter, Nio delivered 17,353 vehicles. It currently has three models:\n\nES8 (six- and seven-seater SUV) sales in the fourth quarter were 4,873.\nES6 (five-seater SUV) Q4 sales were 7,574.\nEC6S (five-seater coupe SUV) Q4 sales were 4,906.\n\nFor 2020, the total number of deliveries was 43,728. A year ago it had been 20,565. Vehicle sales came at $946 million, an increase of 130% year over year. Revenue was $1 billion, up 133% from the previous year. Net loss per diluted share was 14 cents, a number wider than expected.\nMost car companies are currently suffering from a global chip shortage. Nio’s management hasalso warned that it would have to cut production by over 20%. As a result, investors have taken some money off the table, especially in the shares of global car makers.\nThe Street has also been nervous about inflationary pressures in the horizon, as evidenced by the rise in U.S. Treasury yields. Furthermore, Chinese stocks are under pressure due to U.S. regulatory concerns. Given the new SEC laws, several China-based names could delist in the U.S. Therefore, a further move away from growth names like Nio stock might be in the cards.\nIn early April, Nio released its March and Q1 2021 delivery update. The automaker delivered 7,257 vehicles in March, up 373% from a year ago. Earlier this month Nio also marked the production of its 100,000th vehicle. Although these are important developments for a young company, investors were not impressed enough to buy into the share price.\nThe Bottom Line on NIO Stock\nOver the past year, Nio has seen an epic renaissance, moving from a penny stock to an electric vehicle darling with a market capitalization of $62 billion. Given the growth of this segment in China as well as globally, the bull run in many global EV makers could still be in early stages. However, NIO stock’s price-book and price-sales ratios stand at 13.4 and 17.2, respectively.\nThis is a frothy valuation level for a company that sells around 50,000 vehicles  a year. By comparison,General Motors (NYSE:GM) has P/B and P/S ratios of 1.6 and 0.5. Therefore, it might still be too early to hit the “buy” button in Nio in April. The smart money is likely to wait longer before moving back into the shares.\nIt is also important to remember that most EV stocks move in tandem. As a new earnings season begins, quarterly metrics from other automakers will potentially affect Nio shares. For instance, a decline in the industry’s top names, especially in Tesla stock, could have an adverse effect on the Chinese group, too.\nIf you do not want to commit full capital to NIO stock, you might also consider ETFs that hold the EV maker as a stock. Examples include the First Trust NASDAQ Clean Edge Green Energy Index Fund(NASDAQ:QCLN), the Global X Autonomous & Electric Vehicles ETF (NASDAQ:DRIV), the KraneShares MSCI China Clean Technology Index ETF (NYSEARCA:KGRN) or the SoFi 50 ETF (NYSEARCA:SFYF).","news_type":1},"isVote":1,"tweetType":1,"viewCount":124,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":342842991,"gmtCreate":1618202849013,"gmtModify":1704707462224,"author":{"id":"3562198169538195","authorId":"3562198169538195","authorIdStr":"3562198169538195","name":"艾迪升","avatar":"https://static.tigerbbs.com/5b8c9747c32f4dd7ba862c988d7e6ec0","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3562198169538195"},"themes":[],"htmlText":"Great ariticle, would you like to share it?","listText":"Great ariticle, would you like to share it?","text":"Great ariticle, would you like to share it?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/342842991","repostId":"2126269058","repostType":4,"repost":{"id":"2126269058","pubTimestamp":1618193746,"share":"https://ttm.financial/m/news/2126269058?lang=&edition=fundamental","pubTime":"2021-04-12 10:15","market":"us","language":"en","title":"3 Cathie Wood Stocks That Are Better Than Bitcoin","url":"https://stock-news.laohu8.com/highlight/detail?id=2126269058","media":"Motley Fool","summary":"The cryptocurrency's performance has been incredible, but these stocks could deliver better returns.","content":"<p>The last year has been a wild one for growth investors. Two of the financial world's biggest stories over the last 12 months have been Bitcoin's incredible rally and the success of Cathie Wood's ARK Invest company and its growth-focused exchange-traded funds&nbsp;(ETFs). The value of a single Bitcoin has risen roughly 800% over the last year and is currently at $58,600. Meanwhile the value of the <b><a href=\"https://laohu8.com/S/ARKK\">ARK Innovation ETF</a></b> has risen roughly 170% across the same stretch, a highly impressive performance in its own right.</p><p>Bitcoin has crushed it over the last year. However, three Motley Fool contributors have identified some stocks held within Wood's premier ETF that look primed to outperform Bitcoin. Read on to see why they think that <b>Sea Limited</b> (NYSE:SE), <b><a href=\"https://laohu8.com/S/PYPL\">PayPal</a></b> (NASDAQ:PYPL), and <b>Square</b> (NYSE:SQ) have what it takes to outperform the market's leading cryptocurrency.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/623c11178ea70f1b4f7f5fb4855f424f\" tg-width=\"700\" tg-height=\"393\" referrerpolicy=\"no-referrer\"><span>Image source: Getty Images.</span></p><h2><b>Tapping into big growth trends</b></h2><p><b>Keith Noonan&nbsp;(Sea Limited): </b>Bitcoin's run over the last year has been nothing short of incredible, and Wood's ARK Invest has taken bullish positions in the crypto space that have come to look prescient with hindsight. It's possible that Bitcoin has more huge gains ahead, and the coin has certainly far outperformed where I thought it would be over the last year. However, I generally stick to the Peter Lynch \"invest in what you know\" approach, and the difficulty I have mapping out why Bitcoin should go up or down means there are growth stocks held in ARK funds that I find more appealing.</p><p>It's not that I haven't looked into Bitcoin. I've read and heard about its 21 million hard coin supply cap, hash rates, the Lightning Network, and the related critiques of fiat currency that underpin many arguments for new digital assets. My investing focus skews toward growth stocks that are riskier than the market at large, but at the end of the day, I just don't have a great case for why Bitcoin should be worth more <a href=\"https://laohu8.com/S/AONE.U\">one</a> year from now -- particularly when there are other cryptocurrencies that offer superior functionality in many respects.</p><p>While I'm not super bullish on Bitcoin or the ARK-favored <b>Grayscale Bitcoin Trust</b> (OTC:GBTC), there are stocks in the company's actively managed ETFs that are right up my ally. Sea Limited, for example, is the fifth-largest holding in the ARK Innovation ETF, and I plan on adding the stock to my portfolio in the near future. The Singapore-based tech company has posted stellar gains over the last year, and it appears to be on track to deliver more big wins.</p><p>Sea operates at the intersection of two industries with huge long-term growth potential: e-commerce and interactive entertainment. Its Shopee platform has established a leadership position in Southeast Asia's fast-growing online retail industry, and its&nbsp;<i>Garena Free Fire</i> is one of the world's top-grossing video games.</p><p>Southeast Asia is a geographic market that looks poised for rapid development over the next decade, and Sea has established e-commerce and entertainment offerings that are primed to benefit from macroeconomic and category growth. I wouldn't place bets against Bitcoin, but strong players in the e-commerce and gaming markets currently look like better buys to me.</p><h2>\"Actively managed\" leaves a lot of doors open</h2><p><b>James Brumley</b> <b>(PayPal):</b> Look, I know Wood's<b> <a href=\"https://laohu8.com/S/ARKW\">ARK Next Generation Internet ETF</a></b> (NYSEMKT:ARKW) has a huge stake in Grayscale Bitcoin Trust, which is an easier way to trade the cryptocurrency than buying and selling Bitcoin itself. A few other ARK funds hold a stake in the same trust.</p><p>For a lot of investors, though, ARK's position in so much Bitcoin is a bit misleading.</p><p>See, ARK funds are actively managed exchange-traded funds, which by definition means Wood and her fund managers will sell them when it looks like there's no upside left. As such, these stakes are more of a speculative trade and less of an actual commitment to the premise of cryptocurrency. They only have value to any ARK fund as long as they're growing at an arbitrary price, but instability is one of the last things you want in any currency.</p><p>That's not to suggest there's something wrong with a little speculating. But if you're going to make serious investment bets, it just makes so much more sense to start -- and maybe even finish -- with names you can make at least some sort of earnings-based and growth-based assessment of.</p><p>Take PayPal&nbsp;as an example, and an alternative. Wood's <b><a href=\"https://laohu8.com/S/ARKF\">ARK Fintech Innovation ETF</a></b> (NYSEMKT:ARKF) as well as the ARK Next Generation Internet ETF sold off a bunch of PayPal shares recently. It's still the fintech fund's fourth-biggest holding, though, making it clear that Wood and her management team see something in it. I suspect this year's and next year's projected revenue growth of 20% is a key factor. It's a growth outlook that simply doesn't exist for Bitcoin.</p><h2>This fintech has multiple ways to win</h2><p><b>David Butler</b> <b>(Square):</b> Wood focuses heavily on tech. Investing in her strategy definitely provides the speculation and big potential returns that those interested in cryptocurrencies covet so dearly. Overall, the heavy focus on tech is a bit too concentrated for my tastes, as a shift in sector trends could be significantly troublesome. That being said, Wood has created some great gains in her ARK Innovation ETF, and there are lessons to be learned from it.</p><p>Among Wood's largest holdings, I like Square because of its strategic positioning within e-commerce. Because its services allow businesses to create online stores easily, and link it all with their inventory and marketing, Square serves as a middle man for all kinds of different industries. The company's suite of mobile payment software offers a great deal of utility to the customer. Annual revenue growth has been strong, but 2020 was certainly the biggest year for the company. Sales doubled to $9.48 billion, with earnings more than doubling to $0.84 per diluted share.</p><p>The one catch, of course, is valuation. As with most of these rapidly growing tech names, Square is not cheap, trading at over 300 times last year's earnings. This one is all about the future, and the big premiums are no different than investing in something as unbelievably speculative as Bitcoin. Square offers utility. What does Bitcoin currently offer outside of serving as an artificial digital commodity?</p>","source":"fool_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>3 Cathie Wood Stocks That Are Better Than Bitcoin</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 Cathie Wood Stocks That Are Better Than Bitcoin\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-04-12 10:15 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2021/04/11/3-cathie-wood-stocks-that-are-better-than-bitcoin/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>The last year has been a wild one for growth investors. Two of the financial world's biggest stories over the last 12 months have been Bitcoin's incredible rally and the success of Cathie Wood's ARK ...</p>\n\n<a href=\"https://www.fool.com/investing/2021/04/11/3-cathie-wood-stocks-that-are-better-than-bitcoin/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"ARKK":"ARK Innovation ETF","SE":"Sea Ltd","SQ":"Block","PYPL":"PayPal"},"source_url":"https://www.fool.com/investing/2021/04/11/3-cathie-wood-stocks-that-are-better-than-bitcoin/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2126269058","content_text":"The last year has been a wild one for growth investors. Two of the financial world's biggest stories over the last 12 months have been Bitcoin's incredible rally and the success of Cathie Wood's ARK Invest company and its growth-focused exchange-traded funds (ETFs). The value of a single Bitcoin has risen roughly 800% over the last year and is currently at $58,600. Meanwhile the value of the ARK Innovation ETF has risen roughly 170% across the same stretch, a highly impressive performance in its own right.Bitcoin has crushed it over the last year. However, three Motley Fool contributors have identified some stocks held within Wood's premier ETF that look primed to outperform Bitcoin. Read on to see why they think that Sea Limited (NYSE:SE), PayPal (NASDAQ:PYPL), and Square (NYSE:SQ) have what it takes to outperform the market's leading cryptocurrency.Image source: Getty Images.Tapping into big growth trendsKeith Noonan (Sea Limited): Bitcoin's run over the last year has been nothing short of incredible, and Wood's ARK Invest has taken bullish positions in the crypto space that have come to look prescient with hindsight. It's possible that Bitcoin has more huge gains ahead, and the coin has certainly far outperformed where I thought it would be over the last year. However, I generally stick to the Peter Lynch \"invest in what you know\" approach, and the difficulty I have mapping out why Bitcoin should go up or down means there are growth stocks held in ARK funds that I find more appealing.It's not that I haven't looked into Bitcoin. I've read and heard about its 21 million hard coin supply cap, hash rates, the Lightning Network, and the related critiques of fiat currency that underpin many arguments for new digital assets. My investing focus skews toward growth stocks that are riskier than the market at large, but at the end of the day, I just don't have a great case for why Bitcoin should be worth more one year from now -- particularly when there are other cryptocurrencies that offer superior functionality in many respects.While I'm not super bullish on Bitcoin or the ARK-favored Grayscale Bitcoin Trust (OTC:GBTC), there are stocks in the company's actively managed ETFs that are right up my ally. Sea Limited, for example, is the fifth-largest holding in the ARK Innovation ETF, and I plan on adding the stock to my portfolio in the near future. The Singapore-based tech company has posted stellar gains over the last year, and it appears to be on track to deliver more big wins.Sea operates at the intersection of two industries with huge long-term growth potential: e-commerce and interactive entertainment. Its Shopee platform has established a leadership position in Southeast Asia's fast-growing online retail industry, and its Garena Free Fire is one of the world's top-grossing video games.Southeast Asia is a geographic market that looks poised for rapid development over the next decade, and Sea has established e-commerce and entertainment offerings that are primed to benefit from macroeconomic and category growth. I wouldn't place bets against Bitcoin, but strong players in the e-commerce and gaming markets currently look like better buys to me.\"Actively managed\" leaves a lot of doors openJames Brumley (PayPal): Look, I know Wood's ARK Next Generation Internet ETF (NYSEMKT:ARKW) has a huge stake in Grayscale Bitcoin Trust, which is an easier way to trade the cryptocurrency than buying and selling Bitcoin itself. A few other ARK funds hold a stake in the same trust.For a lot of investors, though, ARK's position in so much Bitcoin is a bit misleading.See, ARK funds are actively managed exchange-traded funds, which by definition means Wood and her fund managers will sell them when it looks like there's no upside left. As such, these stakes are more of a speculative trade and less of an actual commitment to the premise of cryptocurrency. They only have value to any ARK fund as long as they're growing at an arbitrary price, but instability is one of the last things you want in any currency.That's not to suggest there's something wrong with a little speculating. But if you're going to make serious investment bets, it just makes so much more sense to start -- and maybe even finish -- with names you can make at least some sort of earnings-based and growth-based assessment of.Take PayPal as an example, and an alternative. Wood's ARK Fintech Innovation ETF (NYSEMKT:ARKF) as well as the ARK Next Generation Internet ETF sold off a bunch of PayPal shares recently. It's still the fintech fund's fourth-biggest holding, though, making it clear that Wood and her management team see something in it. I suspect this year's and next year's projected revenue growth of 20% is a key factor. It's a growth outlook that simply doesn't exist for Bitcoin.This fintech has multiple ways to winDavid Butler (Square): Wood focuses heavily on tech. Investing in her strategy definitely provides the speculation and big potential returns that those interested in cryptocurrencies covet so dearly. Overall, the heavy focus on tech is a bit too concentrated for my tastes, as a shift in sector trends could be significantly troublesome. That being said, Wood has created some great gains in her ARK Innovation ETF, and there are lessons to be learned from it.Among Wood's largest holdings, I like Square because of its strategic positioning within e-commerce. Because its services allow businesses to create online stores easily, and link it all with their inventory and marketing, Square serves as a middle man for all kinds of different industries. The company's suite of mobile payment software offers a great deal of utility to the customer. Annual revenue growth has been strong, but 2020 was certainly the biggest year for the company. Sales doubled to $9.48 billion, with earnings more than doubling to $0.84 per diluted share.The one catch, of course, is valuation. As with most of these rapidly growing tech names, Square is not cheap, trading at over 300 times last year's earnings. This one is all about the future, and the big premiums are no different than investing in something as unbelievably speculative as Bitcoin. Square offers utility. What does Bitcoin currently offer outside of serving as an artificial digital commodity?","news_type":1},"isVote":1,"tweetType":1,"viewCount":157,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":342043224,"gmtCreate":1618137433068,"gmtModify":1704706912802,"author":{"id":"3562198169538195","authorId":"3562198169538195","authorIdStr":"3562198169538195","name":"艾迪升","avatar":"https://static.tigerbbs.com/5b8c9747c32f4dd7ba862c988d7e6ec0","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3562198169538195"},"themes":[],"htmlText":"Great ariticle, would you like to share it?","listText":"Great ariticle, would you like to share it?","text":"Great ariticle, would you like to share it?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/342043224","repostId":"2126081296","repostType":4,"repost":{"id":"2126081296","pubTimestamp":1617974640,"share":"https://ttm.financial/m/news/2126081296?lang=&edition=fundamental","pubTime":"2021-04-09 21:24","market":"us","language":"en","title":"These 3 Stocks Are Absurdly Overvalued Right Now","url":"https://stock-news.laohu8.com/highlight/detail?id=2126081296","media":"Motley Fool","summary":"The best buy on this list trades over a ridiculous 60 times its future earnings.","content":"<p>One of the dangers of investing right now is that there are many high-priced stocks out there. Even though a business may be doing well, paying a high price to own a piece of it may not be a good idea, as it could limit your returns -- or worse, you could actually incur a loss on it.</p>\n<p>Ignoring earnings multiples and valuations can be a surefire way to put your portfolio in harm's way. And three stocks that are incredibly overvalued right now and that you should be extremely careful with are <b>GoodRx</b> (NASDAQ:GDRX), <b><a href=\"https://laohu8.com/S/TWTR\">Twitter</a>&nbsp;</b>(NYSE:TWTR), and <b>Carnival&nbsp;</b>(NYSE:CCL).</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/979124c02285d2499c41044704d715c9\" tg-width=\"700\" tg-height=\"466\"><span>Image source: Getty Images</span></p>\n<h2>1. GoodRx</h2>\n<p>GoodRx's business makes it easier for consumers to buy prescriptions at lower prices. But the problem is that the company doesn't have a strong competitive advantage that can keep rivals at bay.</p>\n<p>GoodRx's lack of an edge is especially concerning given <a href=\"https://laohu8.com/S/AONE\">one</a> of its competitors may end up being <b>Amazon </b>(NASDAQ:AMZN). The tech giant is going deeper into healthcare, recently launching telehealth services in addition to its pharmacy business. With its deep pockets, Amazon could undercut competitors and make it hard for GoodRx to generate long-term sales growth. Amazon advertises that Prime members who pay without insurance can save up to 80% on medication through Amazon Pharmacy.</p>\n<p>And GoodRx already has enough problems of its own to worry about, incurring losses in each of its last two quarters. Although it grew its sales in 2020 by 41.9% to $550.7 million, it is spending a staggering amount of money on selling, general, and administrative (SG&amp;A) expenses. Expenses of $716.6 million&nbsp;represented 130% of revenue. And if there is an increase in competition, that percentage could climb even higher.</p>\n<p>GoodRx's forward price-to-earnings (P/E) multiple of more than 110 is obscene, and puts it at a high valuation regardless of which industry you are investing in. Even though the stock is down 19% over the past year and has underperformed the <b>S&amp;P 500&nbsp;</b>(which is up 24%), I wouldn't be surprised to see its shares fall even further, as there are still many question marks in GoodRx's future.</p>\n<h2>2. Twitter</h2>\n<p>Another stock trading at a hefty premium is Twitter. Its forward P/E of 74 is now even higher than Amazon's multiple, which is just over 69. And fiscal year 2020's sales of $3.7 billion weren't all that impressive for the social media company, as its top line grew by just 7.4% from 2019 -- hardly the numbers you would expect when you are paying such a steep premium for a growth stock. And to make matters worse, its operating expenses grew at an even higher rate of 19.3%.</p>\n<p>While Twitter may think adding \"Super Follows\" to charge followers for content and moving more toward a subscription model will help its bottom line, I'm not convinced it will work in the long term, as it could turn off existing users. It is also a move that shows some desperation, and is perhaps a sign that the company isn't sure ad revenue alone will be enough to make its business profitable over the long haul.</p>\n<p>Although it has come off its recent highs, the stock is still up a mindboggling 74% over the past 12 months, and it could be due for a big correction if the markets crash this year.</p>\n<h2>3. Carnival</h2>\n<p>Carnival's stock has soared 159% in 12 months, and sending this company to the top of this list in terms of share price performance. By the look of the stock chart, you would have to assume that the cruise ship operator is doing exceptionally well. But the reality is that this is still a risky investment despite the ongoing vaccine rollouts.</p>\n<p>On April 7, Carnival reported that its net loss for the first quarter of 2021 (period ending Feb. 28) was a mammoth $1.97 billion, more than double the $781 million loss it incurred during the same period a year ago. The company is optimistic; it noted that for Q1, its booking volumes were 90% higher than in the previous period.</p>\n<p>However, the deposits it collected this past quarter effectively offset the effect that refunds had on its business. And many of its bookings are beyond this year, as just $0.7 billion of the $1.8 billion Carnival has in current customer deposits are for trips in 2021.</p>\n<p>Cash is also still a big concern. In February, Carnival issued $3.5 billion in senior unsecured notes and completed an equity offering for $1 billion. Although the company says its monthly cash burn rate has been \"better than expected,\" at $500 million per month, that is still an extremely high amount. With $11.5 billion of cash and short-term investments, Carnival isn't in danger of running out of money anytime soon -- but the threat of more shareholder dilution is going to remain there for the foreseeable future.</p>\n<p>Carnival's stock doesn't have a forward P/E multiple because it's not likely the company will be profitable anytime soon, making its incredible rise in value even that much more ridiculous. With COVID-19 outbreaks on cruises last year generating lots of attention, many customers may not be all that eager to get back on cruise ships. And while some may want to use up their credits or speculate on 2022, there is no guarantee future sailings will go as expected.</p>\n<p>There simply isn't much of a reason to invest in this business right now, and it's likely just speculation that is driving the rise in Carnival's share price. This is a stock I would stay far away from. If new variants of COVID-19 prove to be a problem and case numbers continue climbing despite vaccinations, that could lead to a more negative outlook for the business and lead to an aggressive sell-off.</p>","source":"fool_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>These 3 Stocks Are Absurdly Overvalued Right Now</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\">\nThese 3 Stocks Are Absurdly Overvalued Right Now\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-04-09 21:24 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2021/04/09/these-3-stocks-are-absurdly-overvalued-right-now/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>One of the dangers of investing right now is that there are many high-priced stocks out there. Even though a business may be doing well, paying a high price to own a piece of it may not be a good idea...</p>\n\n<a href=\"https://www.fool.com/investing/2021/04/09/these-3-stocks-are-absurdly-overvalued-right-now/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TWTR":"Twitter","CCL":"嘉年华邮轮","GDRX":"GoodRx Holdings, Inc."},"source_url":"https://www.fool.com/investing/2021/04/09/these-3-stocks-are-absurdly-overvalued-right-now/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2126081296","content_text":"One of the dangers of investing right now is that there are many high-priced stocks out there. Even though a business may be doing well, paying a high price to own a piece of it may not be a good idea, as it could limit your returns -- or worse, you could actually incur a loss on it.\nIgnoring earnings multiples and valuations can be a surefire way to put your portfolio in harm's way. And three stocks that are incredibly overvalued right now and that you should be extremely careful with are GoodRx (NASDAQ:GDRX), Twitter (NYSE:TWTR), and Carnival (NYSE:CCL).\nImage source: Getty Images\n1. GoodRx\nGoodRx's business makes it easier for consumers to buy prescriptions at lower prices. But the problem is that the company doesn't have a strong competitive advantage that can keep rivals at bay.\nGoodRx's lack of an edge is especially concerning given one of its competitors may end up being Amazon (NASDAQ:AMZN). The tech giant is going deeper into healthcare, recently launching telehealth services in addition to its pharmacy business. With its deep pockets, Amazon could undercut competitors and make it hard for GoodRx to generate long-term sales growth. Amazon advertises that Prime members who pay without insurance can save up to 80% on medication through Amazon Pharmacy.\nAnd GoodRx already has enough problems of its own to worry about, incurring losses in each of its last two quarters. Although it grew its sales in 2020 by 41.9% to $550.7 million, it is spending a staggering amount of money on selling, general, and administrative (SG&A) expenses. Expenses of $716.6 million represented 130% of revenue. And if there is an increase in competition, that percentage could climb even higher.\nGoodRx's forward price-to-earnings (P/E) multiple of more than 110 is obscene, and puts it at a high valuation regardless of which industry you are investing in. Even though the stock is down 19% over the past year and has underperformed the S&P 500 (which is up 24%), I wouldn't be surprised to see its shares fall even further, as there are still many question marks in GoodRx's future.\n2. Twitter\nAnother stock trading at a hefty premium is Twitter. Its forward P/E of 74 is now even higher than Amazon's multiple, which is just over 69. And fiscal year 2020's sales of $3.7 billion weren't all that impressive for the social media company, as its top line grew by just 7.4% from 2019 -- hardly the numbers you would expect when you are paying such a steep premium for a growth stock. And to make matters worse, its operating expenses grew at an even higher rate of 19.3%.\nWhile Twitter may think adding \"Super Follows\" to charge followers for content and moving more toward a subscription model will help its bottom line, I'm not convinced it will work in the long term, as it could turn off existing users. It is also a move that shows some desperation, and is perhaps a sign that the company isn't sure ad revenue alone will be enough to make its business profitable over the long haul.\nAlthough it has come off its recent highs, the stock is still up a mindboggling 74% over the past 12 months, and it could be due for a big correction if the markets crash this year.\n3. Carnival\nCarnival's stock has soared 159% in 12 months, and sending this company to the top of this list in terms of share price performance. By the look of the stock chart, you would have to assume that the cruise ship operator is doing exceptionally well. But the reality is that this is still a risky investment despite the ongoing vaccine rollouts.\nOn April 7, Carnival reported that its net loss for the first quarter of 2021 (period ending Feb. 28) was a mammoth $1.97 billion, more than double the $781 million loss it incurred during the same period a year ago. The company is optimistic; it noted that for Q1, its booking volumes were 90% higher than in the previous period.\nHowever, the deposits it collected this past quarter effectively offset the effect that refunds had on its business. And many of its bookings are beyond this year, as just $0.7 billion of the $1.8 billion Carnival has in current customer deposits are for trips in 2021.\nCash is also still a big concern. In February, Carnival issued $3.5 billion in senior unsecured notes and completed an equity offering for $1 billion. Although the company says its monthly cash burn rate has been \"better than expected,\" at $500 million per month, that is still an extremely high amount. With $11.5 billion of cash and short-term investments, Carnival isn't in danger of running out of money anytime soon -- but the threat of more shareholder dilution is going to remain there for the foreseeable future.\nCarnival's stock doesn't have a forward P/E multiple because it's not likely the company will be profitable anytime soon, making its incredible rise in value even that much more ridiculous. With COVID-19 outbreaks on cruises last year generating lots of attention, many customers may not be all that eager to get back on cruise ships. And while some may want to use up their credits or speculate on 2022, there is no guarantee future sailings will go as expected.\nThere simply isn't much of a reason to invest in this business right now, and it's likely just speculation that is driving the rise in Carnival's share price. This is a stock I would stay far away from. If new variants of COVID-19 prove to be a problem and case numbers continue climbing despite vaccinations, that could lead to a more negative outlook for the business and lead to an aggressive sell-off.","news_type":1},"isVote":1,"tweetType":1,"viewCount":98,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":342049551,"gmtCreate":1618137259773,"gmtModify":1704706910502,"author":{"id":"3562198169538195","authorId":"3562198169538195","authorIdStr":"3562198169538195","name":"艾迪升","avatar":"https://static.tigerbbs.com/5b8c9747c32f4dd7ba862c988d7e6ec0","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3562198169538195"},"themes":[],"htmlText":"Great ariticle, would you like to share it?","listText":"Great ariticle, would you like to share it?","text":"Great ariticle, would you like to share it?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/342049551","repostId":"1136941144","repostType":4,"repost":{"id":"1136941144","pubTimestamp":1617980884,"share":"https://ttm.financial/m/news/1136941144?lang=&edition=fundamental","pubTime":"2021-04-09 23:08","market":"us","language":"en","title":"Biden Boosts Health, Education in $1.52 Trillion Budget Request","url":"https://stock-news.laohu8.com/highlight/detail?id=1136941144","media":"Bloomberg","summary":"White House releases outline of budget request for 2022\nCongress likely to significantly reshape pla","content":"<ul>\n <li>White House releases outline of budget request for 2022</li>\n <li>Congress likely to significantly reshape plan in coming months</li>\n</ul>\n<p>President Joe Biden proposed major boosts in funding to combat inequality, disease and climate change as part of a $1.52 trillion budget request for 2022, part of his wider push to redefine the role of government in American lives.</p>\n<p>The administration’s outline, released by the White House Friday, kicks off a months-long process in which Congress is likely to significantly reshape the priorities, given stiff Republican opposition to many of the proposals. But the outline showcases how Biden is trying to bend the federal government toward a much greater role in the provision of health care and education.</p>\n<p>Combined with the $1.9 trillion pandemic-relief bill signed last month and a $2.25 trillion infrastructure-and-jobs proposal, the budget marks Biden’s third foray into using the power of the federal government to radically expand help for lower-income and middle-class Americans. A further social-spending package is also coming, all before Biden’s first 100 days have passed.</p>\n<p>Biden on Friday asked for a 15.9% jump in regular non-defense domestic spending for the fiscal year starting in October, with a more than 40% increase in education spending and a 23% jump for health. The overall budget request is an 8.4% boost from the current year, when excluding emergency spending for the pandemic.</p>\n<p>While there’s extra money for Internal Revenue Service enforcement, the plan doesn’t include the tax hikes on individuals that Biden is planning to unveil in coming weeks to help fund his broader expansion in fiscal spending.</p>\n<p><b>‘More Inclusive’</b></p>\n<p>There’s $14 billion extra to address climate change, $20 billion more for high-poverty schools and $6.5 billion for launching a new research agency to develop new treatments and cures for diseases -- along the lines of the Defense Department’s DARPA.</p>\n<p>“This moment of crisis is also a moment of possibility,” acting budget director Shalanda Young said in a message to lawmakers Friday. “Together, America has a chance not simply to go back to the way things were before the Covid-19 pandemic and economic downturn struck, but to begin building a better, stronger, more secure, more inclusive America.”</p>\n<p>The fiscal 2022 budget request comes on top of last week’s proposed eight-year infrastructure-led package, and a forthcoming, longer-term social-spending program expected to total around $1 trillion.</p>\n<p>Unlike those other proposals, the Democrats will need Republican votes in the Senate to pass the annual appropriations bills into which the budget is divided, according to the chamber’s rules. That means getting at least 10 GOP members aboard.</p>\n<p><b>Defense Spending</b></p>\n<p>Republican lawmakers are certain to take issue with many of Biden’s requests.</p>\n<p>The outline has $753 billion for defense programs in the upcoming fiscal year, which represents just a 1.7% increase -- significantly below the 4% to 5% bump advocated by GOP leaders, and a break with recent tradition of keeping defense and non-defense increases on the same scale.</p>\n<p>The White House argued that domestic investments have waned in recent years, and that Biden’s proposed boost on that side of the ledger would simply return the country’s non-defense spending to around the historic norm of 3.3% of gross domestic product.</p>\n<p>Biden includes no money for border-wall construction, canceling unspent funds from previous years, and has asked for $232 million more to study and investigate domestic terrorism in the wake of the insurrection by supporters of former President Donald Trump at the U.S. Capitol.</p>\n<p><b>No Caps</b></p>\n<p>The president’s 2022 request -- which involves just discretionary spending, and not entitlement programs like Medicare, Medicaid and Social Security -- comes without the budget caps that have been in place for a decade. The expiration of those caps, agreed to between the Obama administration and congressional Republicans, has been described by White House officials as an opportunity to pursue investments in areas like education, clean energy and public health.</p>\n<p>“Over the past decade, due in large measure to overly restrictive budget caps, the nation significantly under-invested in core public services, benefits and protections,” Young said.</p>\n<p>And though presidential budgets are routinely ignored on Capitol Hill, administration officials are hopeful the top-line numbers can offer an early guidepost for fellow Democrats who narrowly control both chambers of Congress.</p>\n<p>Priorities identified by the administration include:</p>\n<ul>\n <li>A $3.9 billion increase in funding to battle the opioid epidemic</li>\n <li>$232 million in new money for Department of Justice gun violence prevention programs</li>\n <li>More than $1.2 billion in new spending for aid to Central America, and asylum adjudication amid a surge of migrants at the U.S.-Mexico border.</li>\n</ul>\n<p>Biden is asking Congress to spend $14 billion more on climate programs across the U.S. government, with some $10 billion targeted to clean energy innovation. Much of the funding would go to Energy Department initiatives, including the Advanced Research Projects Agency for Climate, with support for high-risk ventures that offer the potential for changes in the way electricity is generated and used.</p>\n<p>He envisions a $1.4 billion increase for the National Oceanic and Atmospheric Administration, enabling greater work on climate observations and forecasting, and $600 million to buy electric vehicles and equipment for federal agencies such as the U.S. Postal Service, which is in theprocess of turning over its fleet. Another $800 million would go toward making public and assisted housing more energy efficient.</p>\n<p>Biden also calls for an additional $1.2 billion for the Internal Revenue Service to boost oversight of corporations and wealthy taxpayers and improve IRS customer service. It also calls for amulti-year allocation of $417 million to fund audits, which the White House hopes will bring in more revenues from businesses and wealthy taxpayers.</p>\n<p><b>Amtrak Money</b></p>\n<p>The Commerce Department would see a 28% increase --including a doubling of funds for manufacturing-related programs under the National Institute of Standards and Technology. Amtrak -- long favored by Biden -- receives a 35% increase.</p>\n<p>Biden’s budget proposal arrives months later than the usual timeline, and it lacks many of the details -- including plans for raising revenues, economic assumptions and a 10-year outlook -- that ordinarily accompany funding requests.</p>\n<p>Appropriations for 2022 need to be enacted before Oct. 1 to avert a government shutdown.</p>","source":"lsy1584095487587","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Biden Boosts Health, Education in $1.52 Trillion Budget Request</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\">\nBiden Boosts Health, Education in $1.52 Trillion Budget Request\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-04-09 23:08 GMT+8&nbsp;&nbsp;&nbsp;<a href=http://bloomberg.com/news/articles/2021-04-09/biden-boosts-health-education-in-1-52-trillion-budget-request><strong>Bloomberg</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>White House releases outline of budget request for 2022\nCongress likely to significantly reshape plan in coming months\n\nPresident Joe Biden proposed major boosts in funding to combat inequality, ...</p>\n\n<a href=\"http://bloomberg.com/news/articles/2021-04-09/biden-boosts-health-education-in-1-52-trillion-budget-request\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".DJI":"道琼斯",".IXIC":"NASDAQ Composite",".SPX":"S&P 500 Index"},"source_url":"http://bloomberg.com/news/articles/2021-04-09/biden-boosts-health-education-in-1-52-trillion-budget-request","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1136941144","content_text":"White House releases outline of budget request for 2022\nCongress likely to significantly reshape plan in coming months\n\nPresident Joe Biden proposed major boosts in funding to combat inequality, disease and climate change as part of a $1.52 trillion budget request for 2022, part of his wider push to redefine the role of government in American lives.\nThe administration’s outline, released by the White House Friday, kicks off a months-long process in which Congress is likely to significantly reshape the priorities, given stiff Republican opposition to many of the proposals. But the outline showcases how Biden is trying to bend the federal government toward a much greater role in the provision of health care and education.\nCombined with the $1.9 trillion pandemic-relief bill signed last month and a $2.25 trillion infrastructure-and-jobs proposal, the budget marks Biden’s third foray into using the power of the federal government to radically expand help for lower-income and middle-class Americans. A further social-spending package is also coming, all before Biden’s first 100 days have passed.\nBiden on Friday asked for a 15.9% jump in regular non-defense domestic spending for the fiscal year starting in October, with a more than 40% increase in education spending and a 23% jump for health. The overall budget request is an 8.4% boost from the current year, when excluding emergency spending for the pandemic.\nWhile there’s extra money for Internal Revenue Service enforcement, the plan doesn’t include the tax hikes on individuals that Biden is planning to unveil in coming weeks to help fund his broader expansion in fiscal spending.\n‘More Inclusive’\nThere’s $14 billion extra to address climate change, $20 billion more for high-poverty schools and $6.5 billion for launching a new research agency to develop new treatments and cures for diseases -- along the lines of the Defense Department’s DARPA.\n“This moment of crisis is also a moment of possibility,” acting budget director Shalanda Young said in a message to lawmakers Friday. “Together, America has a chance not simply to go back to the way things were before the Covid-19 pandemic and economic downturn struck, but to begin building a better, stronger, more secure, more inclusive America.”\nThe fiscal 2022 budget request comes on top of last week’s proposed eight-year infrastructure-led package, and a forthcoming, longer-term social-spending program expected to total around $1 trillion.\nUnlike those other proposals, the Democrats will need Republican votes in the Senate to pass the annual appropriations bills into which the budget is divided, according to the chamber’s rules. That means getting at least 10 GOP members aboard.\nDefense Spending\nRepublican lawmakers are certain to take issue with many of Biden’s requests.\nThe outline has $753 billion for defense programs in the upcoming fiscal year, which represents just a 1.7% increase -- significantly below the 4% to 5% bump advocated by GOP leaders, and a break with recent tradition of keeping defense and non-defense increases on the same scale.\nThe White House argued that domestic investments have waned in recent years, and that Biden’s proposed boost on that side of the ledger would simply return the country’s non-defense spending to around the historic norm of 3.3% of gross domestic product.\nBiden includes no money for border-wall construction, canceling unspent funds from previous years, and has asked for $232 million more to study and investigate domestic terrorism in the wake of the insurrection by supporters of former President Donald Trump at the U.S. Capitol.\nNo Caps\nThe president’s 2022 request -- which involves just discretionary spending, and not entitlement programs like Medicare, Medicaid and Social Security -- comes without the budget caps that have been in place for a decade. The expiration of those caps, agreed to between the Obama administration and congressional Republicans, has been described by White House officials as an opportunity to pursue investments in areas like education, clean energy and public health.\n“Over the past decade, due in large measure to overly restrictive budget caps, the nation significantly under-invested in core public services, benefits and protections,” Young said.\nAnd though presidential budgets are routinely ignored on Capitol Hill, administration officials are hopeful the top-line numbers can offer an early guidepost for fellow Democrats who narrowly control both chambers of Congress.\nPriorities identified by the administration include:\n\nA $3.9 billion increase in funding to battle the opioid epidemic\n$232 million in new money for Department of Justice gun violence prevention programs\nMore than $1.2 billion in new spending for aid to Central America, and asylum adjudication amid a surge of migrants at the U.S.-Mexico border.\n\nBiden is asking Congress to spend $14 billion more on climate programs across the U.S. government, with some $10 billion targeted to clean energy innovation. Much of the funding would go to Energy Department initiatives, including the Advanced Research Projects Agency for Climate, with support for high-risk ventures that offer the potential for changes in the way electricity is generated and used.\nHe envisions a $1.4 billion increase for the National Oceanic and Atmospheric Administration, enabling greater work on climate observations and forecasting, and $600 million to buy electric vehicles and equipment for federal agencies such as the U.S. Postal Service, which is in theprocess of turning over its fleet. Another $800 million would go toward making public and assisted housing more energy efficient.\nBiden also calls for an additional $1.2 billion for the Internal Revenue Service to boost oversight of corporations and wealthy taxpayers and improve IRS customer service. It also calls for amulti-year allocation of $417 million to fund audits, which the White House hopes will bring in more revenues from businesses and wealthy taxpayers.\nAmtrak Money\nThe Commerce Department would see a 28% increase --including a doubling of funds for manufacturing-related programs under the National Institute of Standards and Technology. Amtrak -- long favored by Biden -- receives a 35% increase.\nBiden’s budget proposal arrives months later than the usual timeline, and it lacks many of the details -- including plans for raising revenues, economic assumptions and a 10-year outlook -- that ordinarily accompany funding requests.\nAppropriations for 2022 need to be enacted before Oct. 1 to avert a government shutdown.","news_type":1},"isVote":1,"tweetType":1,"viewCount":4,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":346662030,"gmtCreate":1618032371520,"gmtModify":1704706196721,"author":{"id":"3562198169538195","authorId":"3562198169538195","authorIdStr":"3562198169538195","name":"艾迪升","avatar":"https://static.tigerbbs.com/5b8c9747c32f4dd7ba862c988d7e6ec0","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3562198169538195"},"themes":[],"htmlText":"Nice&nbsp;","listText":"Nice&nbsp;","text":"Nice","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/346662030","repostId":"1171250660","repostType":4,"repost":{"id":"1171250660","pubTimestamp":1617979316,"share":"https://ttm.financial/m/news/1171250660?lang=&edition=fundamental","pubTime":"2021-04-09 22:41","market":"us","language":"en","title":"NAKD Stock: The Big Reason Naked Brand Is Soaring Today","url":"https://stock-news.laohu8.com/highlight/detail?id=1171250660","media":"investorplace","summary":"Naked Brand(NASDAQ:NAKD) stock is seeing a lot of movement this morning after undressing some detail","content":"<p><b>Naked Brand</b>(NASDAQ:<b>NAKD</b>) stock is seeing a lot of movement this morning after undressing some details around a significant stakeholder.</p><p><img src=\"https://static.tigerbbs.com/7648d5cb63aaaad7aa8766d01da9ffe1\" tg-width=\"300\" tg-height=\"169\" referrerpolicy=\"no-referrer\">Source: Shutterstock</p><p>Naked, a New Zealand-based underwear and swimwear brand, is an industry leader. In the last few months, it has been enjoying its status as a day trader favorite, getting a fair share of screentime among the r/WallStreetBets crowd. While it has fumbled a bit throughout February with hype dying down, it is back on trend and looking at solidifying a business model to spur growth. Its transition toward being ane-commerce-only brandis evident of that.</p><p>The company has enjoyed a 20% boost in morning trading. This comes Naked Brand disclosed a stakeholder with a 6.4% stake. That stake comes from<b>Ault Global Holdings</b>(NYSEMKT:<b><u>DPW</u></b>), a holding company based out of Nevada. The stake includes 41.1 million shares.</p><p>The Bottom Line on NAKD Stock Today</p><p>Some<i>InvestorPlace</i>contributors arepretty bearish on NAKD stock. The company had seen its ups and downs through the last three months, culminating in a 60% fall from its $1.56 February closing high. But, this announcement could drive NAKD right back to where it needs to be. A large stake in the company like this one can be enough to rally investors, and we can see that today. The company is ultimately up more than 200% year to date.</p><p>With trading volume accumulating this morning, it appears NAKD stock is continuing to rally. The news seems to be motivating investors who missed out or sold too quickly. Investors should pay attention to the brand as shares continue to approach the $1 once again.</p>","source":"lsy1606302653667","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>NAKD Stock: The Big Reason Naked Brand Is Soaring Today</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\">\nNAKD Stock: The Big Reason Naked Brand Is Soaring Today\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-04-09 22:41 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://investorplace.com/2021/04/nakd-stock-the-big-reason-naked-brand-is-soaring-today/><strong>investorplace</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Naked Brand(NASDAQ:NAKD) stock is seeing a lot of movement this morning after undressing some details around a significant stakeholder.Source: ShutterstockNaked, a New Zealand-based underwear and ...</p>\n\n<a href=\"https://investorplace.com/2021/04/nakd-stock-the-big-reason-naked-brand-is-soaring-today/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{},"source_url":"https://investorplace.com/2021/04/nakd-stock-the-big-reason-naked-brand-is-soaring-today/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1171250660","content_text":"Naked Brand(NASDAQ:NAKD) stock is seeing a lot of movement this morning after undressing some details around a significant stakeholder.Source: ShutterstockNaked, a New Zealand-based underwear and swimwear brand, is an industry leader. In the last few months, it has been enjoying its status as a day trader favorite, getting a fair share of screentime among the r/WallStreetBets crowd. While it has fumbled a bit throughout February with hype dying down, it is back on trend and looking at solidifying a business model to spur growth. Its transition toward being ane-commerce-only brandis evident of that.The company has enjoyed a 20% boost in morning trading. This comes Naked Brand disclosed a stakeholder with a 6.4% stake. That stake comes fromAult Global Holdings(NYSEMKT:DPW), a holding company based out of Nevada. The stake includes 41.1 million shares.The Bottom Line on NAKD Stock TodaySomeInvestorPlacecontributors arepretty bearish on NAKD stock. The company had seen its ups and downs through the last three months, culminating in a 60% fall from its $1.56 February closing high. But, this announcement could drive NAKD right back to where it needs to be. A large stake in the company like this one can be enough to rally investors, and we can see that today. The company is ultimately up more than 200% year to date.With trading volume accumulating this morning, it appears NAKD stock is continuing to rally. The news seems to be motivating investors who missed out or sold too quickly. Investors should pay attention to the brand as shares continue to approach the $1 once again.","news_type":1},"isVote":1,"tweetType":1,"viewCount":45,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":346666498,"gmtCreate":1618032334214,"gmtModify":1704706196391,"author":{"id":"3562198169538195","authorId":"3562198169538195","authorIdStr":"3562198169538195","name":"艾迪升","avatar":"https://static.tigerbbs.com/5b8c9747c32f4dd7ba862c988d7e6ec0","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3562198169538195"},"themes":[],"htmlText":"?","listText":"?","text":"?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/346666498","repostId":"1116967856","repostType":4,"repost":{"id":"1116967856","pubTimestamp":1617978093,"share":"https://ttm.financial/m/news/1116967856?lang=&edition=fundamental","pubTime":"2021-04-09 22:21","market":"us","language":"en","title":"Fed's Clarida: Higher inflation continuing into 2022 would be relevant for policy","url":"https://stock-news.laohu8.com/highlight/detail?id=1116967856","media":"Reuters","summary":"WASHINGTON, April 9 (Reuters) - If an expected jump in inflation this year does not reverse going in","content":"<p>WASHINGTON, April 9 (Reuters) - If an expected jump in inflation this year does not reverse going into 2022 the Fed \"will have to take that into account\" in setting policy Federal Reserve vice chair Richard Clarida said Friday.</p>\n<p>Strong demand, possible supply bottlenecks, and a rebound from weak inflation a year ago are expected to cause prices to surge in coming months above the Fed's 2% inflation target.</p>\n<p>\"But we expect in our baseline most of that to be transitory and for inflation to return later this year to around 2%,\" Clarida said on Bloomberg. \"There are risks on both sides. In the risk case in which inflation were to begin to move above a level consistent with price stability, we would have the tools to address that and I am confident that we would.”</p>\n<p>\"If inflation at the end of the year has not declined from where it is in the middle of the year that will be some good evidence,\" that the Fed's current outlook is wrong, Clarida said.</p>\n<p>\"We would expect those (increases) to be transitory and as the year progresses and as we go into next year, if they are not then we will have to take that into account,\" he said.</p>\n<p>Clarida's remarks, while acknowledging the Fed's risk in keeping interest rates low while prices rise, also sketch out a narrative for why the Fed feels safe doing so.</p>\n<p>The upcoming round of price increases doesn't, in the current view, actually meet the Fed's goal of generating inflation above 2% because it won't persist long enough. While the most recent Fed projections see inflation reaching 2.4% this year, well above target, it falls back to 2% next year.</p>\n<p>It is only in 2023 that inflation moves above 2%, to 2.1%, for reasons the Fed regards as more durable, such as the economy operating at or above capacity.</p>\n<p>In the median Fed view, interest rates might rise some time after that.</p>\n<p>The pandemic was \"a very unusual shock,\" Clarida said. Even with prices rising, \"there is still a hole in the labor market\" that needs to be fixed.</p>\n<p>\"We will begin to get a better sense as we go through this calendar year how rapid that progress is and how it is showing up in other indicators.\"</p>\n<p>On another issue Clarida said that recent comments by System Open Market Account manager Lorie Logan about adjustments to the Fed's bond purchases were simply describing how current Fed policy is implemented, not announcing a change.</p>\n<p>The Fed's monthly bond purchases attempt to reflect the U.S. Treasury's issuance of different types of securities, so when that changes the Fed has to adjust as well. It was not, he said, an effort to \"twist\" the purchases to influence particular interest rates.</p>\n<p>\"As the Treasury changes its issuance patterns of course we would adapt,\" Clarida said. \"I would not characterize it as operation twist.” (Reporting by Howard Schneider; Editing by Toby Chopra)</p>","source":"lsy1601381805984","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Fed's Clarida: Higher inflation continuing into 2022 would be relevant for policy</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\">\nFed's Clarida: Higher inflation continuing into 2022 would be relevant for policy\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-04-09 22:21 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://finance.yahoo.com/news/1-feds-clarida-higher-inflation-140305453.html><strong>Reuters</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>WASHINGTON, April 9 (Reuters) - If an expected jump in inflation this year does not reverse going into 2022 the Fed \"will have to take that into account\" in setting policy Federal Reserve vice chair ...</p>\n\n<a href=\"https://finance.yahoo.com/news/1-feds-clarida-higher-inflation-140305453.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{},"source_url":"https://finance.yahoo.com/news/1-feds-clarida-higher-inflation-140305453.html","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1116967856","content_text":"WASHINGTON, April 9 (Reuters) - If an expected jump in inflation this year does not reverse going into 2022 the Fed \"will have to take that into account\" in setting policy Federal Reserve vice chair Richard Clarida said Friday.\nStrong demand, possible supply bottlenecks, and a rebound from weak inflation a year ago are expected to cause prices to surge in coming months above the Fed's 2% inflation target.\n\"But we expect in our baseline most of that to be transitory and for inflation to return later this year to around 2%,\" Clarida said on Bloomberg. \"There are risks on both sides. In the risk case in which inflation were to begin to move above a level consistent with price stability, we would have the tools to address that and I am confident that we would.”\n\"If inflation at the end of the year has not declined from where it is in the middle of the year that will be some good evidence,\" that the Fed's current outlook is wrong, Clarida said.\n\"We would expect those (increases) to be transitory and as the year progresses and as we go into next year, if they are not then we will have to take that into account,\" he said.\nClarida's remarks, while acknowledging the Fed's risk in keeping interest rates low while prices rise, also sketch out a narrative for why the Fed feels safe doing so.\nThe upcoming round of price increases doesn't, in the current view, actually meet the Fed's goal of generating inflation above 2% because it won't persist long enough. While the most recent Fed projections see inflation reaching 2.4% this year, well above target, it falls back to 2% next year.\nIt is only in 2023 that inflation moves above 2%, to 2.1%, for reasons the Fed regards as more durable, such as the economy operating at or above capacity.\nIn the median Fed view, interest rates might rise some time after that.\nThe pandemic was \"a very unusual shock,\" Clarida said. Even with prices rising, \"there is still a hole in the labor market\" that needs to be fixed.\n\"We will begin to get a better sense as we go through this calendar year how rapid that progress is and how it is showing up in other indicators.\"\nOn another issue Clarida said that recent comments by System Open Market Account manager Lorie Logan about adjustments to the Fed's bond purchases were simply describing how current Fed policy is implemented, not announcing a change.\nThe Fed's monthly bond purchases attempt to reflect the U.S. Treasury's issuance of different types of securities, so when that changes the Fed has to adjust as well. It was not, he said, an effort to \"twist\" the purchases to influence particular interest rates.\n\"As the Treasury changes its issuance patterns of course we would adapt,\" Clarida said. \"I would not characterize it as operation twist.” (Reporting by Howard Schneider; Editing by Toby Chopra)","news_type":1},"isVote":1,"tweetType":1,"viewCount":23,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":346666630,"gmtCreate":1618032276620,"gmtModify":1704706196227,"author":{"id":"3562198169538195","authorId":"3562198169538195","authorIdStr":"3562198169538195","name":"艾迪升","avatar":"https://static.tigerbbs.com/5b8c9747c32f4dd7ba862c988d7e6ec0","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3562198169538195"},"themes":[],"htmlText":"?","listText":"?","text":"?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/346666630","repostId":"2126315033","repostType":4,"repost":{"id":"2126315033","pubTimestamp":1617981660,"share":"https://ttm.financial/m/news/2126315033?lang=&edition=fundamental","pubTime":"2021-04-09 23:21","market":"us","language":"en","title":"Netflix Grabs Sony's Pay-TV Movie Deal From Starz","url":"https://stock-news.laohu8.com/highlight/detail?id=2126315033","media":"Anders Bylund","summary":"Most Hollywood studios have started their own streaming services to compete in the evolving media market. Sony picked a well-established partner instead.","content":"<p>Video-streaming veteran <b>Netflix</b> (NASDAQ:NFLX) just signed a multiyear content deal with <b>Sony</b> (NYSE:SNE) Pictures Entertainment. Starting in 2022, Sony will move its exclusive pay-TV distribution window from longtime partner <a href=\"https://laohu8.com/S/STRZA\">Starz</a> to Netflix, putting the studio's theatrical releases on Netflix's global streaming platform.</p><p>Sony and Netflix already had a streaming agreement for animated content, but this deal expands that partnership to all genres and production types. Titles making their home entertainment premiere in 2022 on Netflix rather than <b>Lions Gate Entertainment</b> (NYSE:LGF-A) (NYSE:LGF-B) subsidiary <a href=\"https://laohu8.com/S/STRZB\">Starz</a> will include the Brad Pitt thriller <i>Bullet Train</i>, the ensemble-cast action movie <i>Uncharted</i>, and the Reese Witherspoon-produced murder drama <i>Where the Crawdads Sing</i>.</p><p><img src=\"https://static.tigerbbs.com/9243727dc46ddf4fb557f7d44eef1325\" tg-width=\"700\" tg-height=\"534\" referrerpolicy=\"no-referrer\"></p><p>Image source: Getty Images.</p><p>Netflix will also distribute future titles in Sony's established film franchises such as <i>Venom</i>, <i>Jumanji</i>, and <i>Bad Boys</i>, as well as any other new projects that Sony's several studio brands may come up with. The deal also allows licensing rights for Netflix to show some titles from Sony's enormous back catalog.</p><p>Furthermore, Netflix gets \"first look\" privilege to consider developing any direct-to-streaming titles Sony's studios may develop during this agreement.&nbsp;Netflix has committed to releasing an undisclosed minimum number of such productions, which will add exclusive Sony/Netflix content on top of Sony's continuing theatrical productions.</p><p>The terms of the deal were not disclosed, but Netflix's payments to Sony should be \"record setting\" for a pay-TV distribution window, according to <i>Variety</i>'s anonymous insider sources.</p>","source":"fool_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Netflix Grabs Sony's Pay-TV Movie Deal From Starz</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\">\nNetflix Grabs Sony's Pay-TV Movie Deal From Starz\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-04-09 23:21 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2021/04/09/netflix-grabs-sonys-pay-tv-movie-deal-from-starz/><strong>Anders Bylund</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Video-streaming veteran Netflix (NASDAQ:NFLX) just signed a multiyear content deal with Sony (NYSE:SNE) Pictures Entertainment. Starting in 2022, Sony will move its exclusive pay-TV distribution ...</p>\n\n<a href=\"https://www.fool.com/investing/2021/04/09/netflix-grabs-sonys-pay-tv-movie-deal-from-starz/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"QNETCN":"纳斯达克中美互联网老虎指数","NFLX":"奈飞"},"source_url":"https://www.fool.com/investing/2021/04/09/netflix-grabs-sonys-pay-tv-movie-deal-from-starz/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2126315033","content_text":"Video-streaming veteran Netflix (NASDAQ:NFLX) just signed a multiyear content deal with Sony (NYSE:SNE) Pictures Entertainment. Starting in 2022, Sony will move its exclusive pay-TV distribution window from longtime partner Starz to Netflix, putting the studio's theatrical releases on Netflix's global streaming platform.Sony and Netflix already had a streaming agreement for animated content, but this deal expands that partnership to all genres and production types. Titles making their home entertainment premiere in 2022 on Netflix rather than Lions Gate Entertainment (NYSE:LGF-A) (NYSE:LGF-B) subsidiary Starz will include the Brad Pitt thriller Bullet Train, the ensemble-cast action movie Uncharted, and the Reese Witherspoon-produced murder drama Where the Crawdads Sing.Image source: Getty Images.Netflix will also distribute future titles in Sony's established film franchises such as Venom, Jumanji, and Bad Boys, as well as any other new projects that Sony's several studio brands may come up with. The deal also allows licensing rights for Netflix to show some titles from Sony's enormous back catalog.Furthermore, Netflix gets \"first look\" privilege to consider developing any direct-to-streaming titles Sony's studios may develop during this agreement. Netflix has committed to releasing an undisclosed minimum number of such productions, which will add exclusive Sony/Netflix content on top of Sony's continuing theatrical productions.The terms of the deal were not disclosed, but Netflix's payments to Sony should be \"record setting\" for a pay-TV distribution window, according to Variety's anonymous insider sources.","news_type":1},"isVote":1,"tweetType":1,"viewCount":17,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":346666867,"gmtCreate":1618032256559,"gmtModify":1704706196055,"author":{"id":"3562198169538195","authorId":"3562198169538195","authorIdStr":"3562198169538195","name":"艾迪升","avatar":"https://static.tigerbbs.com/5b8c9747c32f4dd7ba862c988d7e6ec0","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3562198169538195"},"themes":[],"htmlText":"?","listText":"?","text":"?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/346666867","repostId":"1142324412","repostType":4,"repost":{"id":"1142324412","pubTimestamp":1617982207,"share":"https://ttm.financial/m/news/1142324412?lang=&edition=fundamental","pubTime":"2021-04-09 23:30","market":"us","language":"en","title":"XPeng Inc.: A Reawakening","url":"https://stock-news.laohu8.com/highlight/detail?id=1142324412","media":"seekingalpha","summary":"Valuation is middling but not overvalued like in the past.Recent announcement of capacity expansion in Wuhan lends better operational and sales visibility.Company could breakeven and finally reach positive profits soon; major improvements seen in operating margins.Feared chip shortage  was not a disaster, deliveries are still strong.Government support, China's creation of an EV ecosystem.XPEV's strong deliveries describe not only excellent support from the private sector, but also the Chinese go","content":"<p><b>Summary</b></p>\n<ul>\n <li>Valuation is middling but not overvalued like in the past.</li>\n <li>Recent announcement of capacity expansion in Wuhan lends better operational and sales visibility.</li>\n <li>Company could breakeven and finally reach positive profits soon; major improvements seen in operating margins.</li>\n <li>Feared chip shortage (i.e. supply disruption) was not a disaster, deliveries are still strong.</li>\n</ul>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/4e0f3343d69719839f9b8f1d337c3984\" tg-width=\"1536\" tg-height=\"1024\"><span>Photo by Robert Way/iStock Editorial via Getty Images</span></p>\n<p><b>Introduction</b></p>\n<p>The stock price of&nbsp;XPEV&nbsp;has been converging with the performance of the S&amp;P 500 since March 2021, as compared to its massive outperformance in 4Q2020. This could be view positively or negatively. On the bright side, this suggests that price performance would become more predictable with lower volatility, indicative of a broadening consensus on the fundamental prospects of the company. On the other hand, traders may be disappointed its lack of momentum. Therefore, this is probably a good time to stop viewing XPEV as purely a trade, but re-analyze its merits as a fundamentally-driven investment.</p>\n<p><i>The frenetic performance of XPEV has calmed down in recent weeks, allowing its one year performance to track the S&amp;P 500 more closely</i></p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/9f04001d604ecc7892ef3a76c498578b\" tg-width=\"640\" tg-height=\"236\"><span>Source: SeekingAlpha</span></p>\n<p><i>XPEV's G3 Super Long Range Smart SUV</i></p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/68446a741f9f97afc10f2149c4e13e13\" tg-width=\"640\" tg-height=\"388\"><span>Source: XPeng Motors (G3、P7) Intelligent electric car with Internet DNA</span></p>\n<p><b>Industry and commercial positives</b></p>\n<p>Optimism on EVs and&nbsp;strong industry growth&nbsp;rates are common knowledge by now. The following points suggest specific positives for XPEV that remain intact despite relatively ebbing momentum on the stock's price (as compared to 4Q2020):</p>\n<ol>\n <li><b>Deliveries met despite fears on chip shortage.</b>While the stock's price momentum appears to have ebbed, recent news continues to remain positive. At an industry level, Chinese vehicle manufacturers XPEV andNIOmanaged to manufacture the expected numbers of vehicle deliveries, despite much feared chip shortages.XPEV chalked&nbsp;in record quarterly deliveries of 13,340 EVs in Q1 2021, +487% over the year and +130% over the month in March.NIO delivered&nbsp;20,060 +423% over the year while Q1 deliveries rose 15.6% to 20,060. The challenge these EV manufacturers face now is not so much the ability to deliver on its numbers, but on being able to meet high expectations for the stock price to gain further traction.</li>\n <li><b>Government support, China's creation of an EV ecosystem.</b>XPEV's strong deliveries describe not only excellent support from the private sector, but also the Chinese government's push to develop this part of its industry. XPEV has entered into an agreement with the city of Wuhan to build a factory with a capacity of 100,000 EV units. This is a very significant piece of news, considering its deliveries of just 5,102 in March 2021. Annualizing this number, the new capacity will be more than the whole of XPEV's total historical annual production. This news is interesting and significant since it was just released this week, suggesting it may have yet to be factored into analysts' forecast numbers. This is made more important as XPEV has always been considered a laggard in production capabilities to its larger cousin NIO. General Chinese government support for the EV ecosystem is strong, and the new facility in Wuhan echoes earlier provincial government financial support ($77m) in Guangdong. The reality is, for EVs to gain traction, government willingness to support infrastructure initiatives are highly important (e.g. permits for charging stations, creating incentives to convert from old polluting vehicles to green vehicles, etc.). With China's tradition of central planning, the EV ecosystem is placed on the right footing.</li>\n <li><b>Listing in Hong Kong adds to investor base and liquidity.</b>Going forward,XPEV,NIO, and&nbsp;LI&nbsp;intend tolistin Hong Kong this year. This is a strategic move, and makes the valuation of these companies less susceptible by US political bashing (e.g. the threat of being de-listed) should it occur, since it reflects a wider geographical base. The valuations of these companies may even get a boost given greater global liquidity due to added trading in the Asian time zone.</li>\n</ol>\n<p>Of note, in late March, XPEV held an&nbsp;autonomous driving expedition&nbsp;covering eight cities in China and 3,675 kilometers. The exercise was successful, as minimal human intervention was needed during the expedition and adds another brownie point to XPEV's research and development efforts, placing XPEV on the&nbsp;competitive landscape&nbsp;against rivals such as TSLA and NIO on autonomous driving. Apparently, XPEV's autonomous driving results&nbsp;performed better&nbsp;than TSLA's with fewer human interventions per 100km and better navigation in complex situations.</p>\n<p><b>XPEV's improving financials</b></p>\n<p>Now that we have several quarters of financial data on XPEV, it is worth reviewing how its metrics have been performing. Firstly, market expectations aside, deliveries have been very good as abovementioned, and this is flowing through to revenue numbers. As shown in the below table, growth has been very strong, and revenues are expected to more than double in 2021 and continue to double in 2022. Such growth rates place XPEV at the top end of manufacturing firms, as expected of the fast-growing EV market.</p>\n<p>Another point to note is the improvement in operating margins. As with any \"new tech\" company, initial investments would cause hugely negative operating margins in the beginning. What's important is the company's ability to improve margins and reduce costs over time. In this respect, XPEV has done a good job, with operating margins improving sequentially each quarter. Of note, operating margins started to see major improvements between the Jun-2020 (-142%) and Dec-2020 (-39%) quarters as shown in the table below. Given this trend, the company is likely to breakeven and register positive profits soon, which could be a catalytic re-rating for XPEV. When we pair this analysis with the stock price, it appears that XPEV's recently soft stock price performance is not justified.</p>\n<p>Meanwhile, the balance sheet is expected to remain strong. Equity to total liabilities &amp; equity is 23% as at Dec-2020. As abovementioned, further capital raises with a forthcoming Hong Kong listing will add to XPEV's cash buffer.</p>\n<p><i>XPEV's performance improvement in both revenue and operating margin trends appear to have been ignored by the market due to recent the broad market capitulation</i></p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/f8258dce0cc10e8118a23afce7655bed\" tg-width=\"726\" tg-height=\"737\"><span>*EST = estimate by analysts' consensus from SeekingAlpha</span></p>\n<p><b>XPEV's valuation: somewhere in the middle</b></p>\n<p>XPEV's stock price has done well over the last 6 months versus peers. On a TTM P/S, XPEV is near the middle although its FWD P/S is trading at a premium. However, there could be a general re-rating of the P/S of the sector if the Chinese EV manufacturers reach breakeven in 2021 and record positive profits (our base case belief, given the prevailing trend in XPEV's improving operating margins). This will then allow better price discovery when the companies can then be valued on their P/E ratios.</p>\n<img src=\"https://static.tigerbbs.com/fa975ce545e950a20f809bcc7f698ef6\" tg-width=\"911\" tg-height=\"594\">\n<table>\n <tbody>\n  <tr></tr>\n </tbody>\n</table>\n<p><b>Conclusion and Risks</b></p>\n<p>XPEV's stock price may benefit from two key catalysts: (1) expansion of manufacturing facility in Wuhan, which will concretely raise visibility of revenue growth which is expected to double; (2) a valuation regime change as it progresses from a loss making company to a profitable one, expected by this year. Furthermore, it is worth noting that the valuation is not lofty as compared to price levels in 4Q2020, having fallen over the last couple of months.</p>\n<p>Competition may exist and remain intense, but given the large size of China's market and that there are only a couple of notable players (i.e. NIO, LI), the market remains largely an oligopoly which allows XPEV to retain pricing power.</p>\n<p>Much feared risks of execution in the past appear to have materialized but not in a big way, i.e. the previously expected chip shortage. Given the progression to a post-COVID economy, supply chain links should improve and reduce similar risks in the future.</p>\n<p>On a standalone basis, XPEV's prospects appear bright, and now the key hurdle is whether the NASDAQ will find momentum and exceed previous highs. The base case for this should lean towards the positive as the market is merely in the first year of the economic recovery after the pandemic. Recent price consolidation appears to have created a technical setup for a reawakening of price momentum as consumer activity revives post-pandemic.</p>","source":"seekingalpha","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>XPeng Inc.: A Reawakening</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nXPeng Inc.: A Reawakening\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-04-09 23:30 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4418326-xpeng-inc-reawakening><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Summary\n\nValuation is middling but not overvalued like in the past.\nRecent announcement of capacity expansion in Wuhan lends better operational and sales visibility.\nCompany could breakeven and ...</p>\n\n<a href=\"https://seekingalpha.com/article/4418326-xpeng-inc-reawakening\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"XPEV":"小鹏汽车"},"source_url":"https://seekingalpha.com/article/4418326-xpeng-inc-reawakening","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"1142324412","content_text":"Summary\n\nValuation is middling but not overvalued like in the past.\nRecent announcement of capacity expansion in Wuhan lends better operational and sales visibility.\nCompany could breakeven and finally reach positive profits soon; major improvements seen in operating margins.\nFeared chip shortage (i.e. supply disruption) was not a disaster, deliveries are still strong.\n\nPhoto by Robert Way/iStock Editorial via Getty Images\nIntroduction\nThe stock price of XPEV has been converging with the performance of the S&P 500 since March 2021, as compared to its massive outperformance in 4Q2020. This could be view positively or negatively. On the bright side, this suggests that price performance would become more predictable with lower volatility, indicative of a broadening consensus on the fundamental prospects of the company. On the other hand, traders may be disappointed its lack of momentum. Therefore, this is probably a good time to stop viewing XPEV as purely a trade, but re-analyze its merits as a fundamentally-driven investment.\nThe frenetic performance of XPEV has calmed down in recent weeks, allowing its one year performance to track the S&P 500 more closely\nSource: SeekingAlpha\nXPEV's G3 Super Long Range Smart SUV\nSource: XPeng Motors (G3、P7) Intelligent electric car with Internet DNA\nIndustry and commercial positives\nOptimism on EVs and strong industry growth rates are common knowledge by now. The following points suggest specific positives for XPEV that remain intact despite relatively ebbing momentum on the stock's price (as compared to 4Q2020):\n\nDeliveries met despite fears on chip shortage.While the stock's price momentum appears to have ebbed, recent news continues to remain positive. At an industry level, Chinese vehicle manufacturers XPEV andNIOmanaged to manufacture the expected numbers of vehicle deliveries, despite much feared chip shortages.XPEV chalked in record quarterly deliveries of 13,340 EVs in Q1 2021, +487% over the year and +130% over the month in March.NIO delivered 20,060 +423% over the year while Q1 deliveries rose 15.6% to 20,060. The challenge these EV manufacturers face now is not so much the ability to deliver on its numbers, but on being able to meet high expectations for the stock price to gain further traction.\nGovernment support, China's creation of an EV ecosystem.XPEV's strong deliveries describe not only excellent support from the private sector, but also the Chinese government's push to develop this part of its industry. XPEV has entered into an agreement with the city of Wuhan to build a factory with a capacity of 100,000 EV units. This is a very significant piece of news, considering its deliveries of just 5,102 in March 2021. Annualizing this number, the new capacity will be more than the whole of XPEV's total historical annual production. This news is interesting and significant since it was just released this week, suggesting it may have yet to be factored into analysts' forecast numbers. This is made more important as XPEV has always been considered a laggard in production capabilities to its larger cousin NIO. General Chinese government support for the EV ecosystem is strong, and the new facility in Wuhan echoes earlier provincial government financial support ($77m) in Guangdong. The reality is, for EVs to gain traction, government willingness to support infrastructure initiatives are highly important (e.g. permits for charging stations, creating incentives to convert from old polluting vehicles to green vehicles, etc.). With China's tradition of central planning, the EV ecosystem is placed on the right footing.\nListing in Hong Kong adds to investor base and liquidity.Going forward,XPEV,NIO, and LI intend tolistin Hong Kong this year. This is a strategic move, and makes the valuation of these companies less susceptible by US political bashing (e.g. the threat of being de-listed) should it occur, since it reflects a wider geographical base. The valuations of these companies may even get a boost given greater global liquidity due to added trading in the Asian time zone.\n\nOf note, in late March, XPEV held an autonomous driving expedition covering eight cities in China and 3,675 kilometers. The exercise was successful, as minimal human intervention was needed during the expedition and adds another brownie point to XPEV's research and development efforts, placing XPEV on the competitive landscape against rivals such as TSLA and NIO on autonomous driving. Apparently, XPEV's autonomous driving results performed better than TSLA's with fewer human interventions per 100km and better navigation in complex situations.\nXPEV's improving financials\nNow that we have several quarters of financial data on XPEV, it is worth reviewing how its metrics have been performing. Firstly, market expectations aside, deliveries have been very good as abovementioned, and this is flowing through to revenue numbers. As shown in the below table, growth has been very strong, and revenues are expected to more than double in 2021 and continue to double in 2022. Such growth rates place XPEV at the top end of manufacturing firms, as expected of the fast-growing EV market.\nAnother point to note is the improvement in operating margins. As with any \"new tech\" company, initial investments would cause hugely negative operating margins in the beginning. What's important is the company's ability to improve margins and reduce costs over time. In this respect, XPEV has done a good job, with operating margins improving sequentially each quarter. Of note, operating margins started to see major improvements between the Jun-2020 (-142%) and Dec-2020 (-39%) quarters as shown in the table below. Given this trend, the company is likely to breakeven and register positive profits soon, which could be a catalytic re-rating for XPEV. When we pair this analysis with the stock price, it appears that XPEV's recently soft stock price performance is not justified.\nMeanwhile, the balance sheet is expected to remain strong. Equity to total liabilities & equity is 23% as at Dec-2020. As abovementioned, further capital raises with a forthcoming Hong Kong listing will add to XPEV's cash buffer.\nXPEV's performance improvement in both revenue and operating margin trends appear to have been ignored by the market due to recent the broad market capitulation\n*EST = estimate by analysts' consensus from SeekingAlpha\nXPEV's valuation: somewhere in the middle\nXPEV's stock price has done well over the last 6 months versus peers. On a TTM P/S, XPEV is near the middle although its FWD P/S is trading at a premium. However, there could be a general re-rating of the P/S of the sector if the Chinese EV manufacturers reach breakeven in 2021 and record positive profits (our base case belief, given the prevailing trend in XPEV's improving operating margins). This will then allow better price discovery when the companies can then be valued on their P/E ratios.\n\n\n\n\n\n\nConclusion and Risks\nXPEV's stock price may benefit from two key catalysts: (1) expansion of manufacturing facility in Wuhan, which will concretely raise visibility of revenue growth which is expected to double; (2) a valuation regime change as it progresses from a loss making company to a profitable one, expected by this year. Furthermore, it is worth noting that the valuation is not lofty as compared to price levels in 4Q2020, having fallen over the last couple of months.\nCompetition may exist and remain intense, but given the large size of China's market and that there are only a couple of notable players (i.e. NIO, LI), the market remains largely an oligopoly which allows XPEV to retain pricing power.\nMuch feared risks of execution in the past appear to have materialized but not in a big way, i.e. the previously expected chip shortage. Given the progression to a post-COVID economy, supply chain links should improve and reduce similar risks in the future.\nOn a standalone basis, XPEV's prospects appear bright, and now the key hurdle is whether the NASDAQ will find momentum and exceed previous highs. The base case for this should lean towards the positive as the market is merely in the first year of the economic recovery after the pandemic. Recent price consolidation appears to have created a technical setup for a reawakening of price momentum as consumer activity revives post-pandemic.","news_type":1},"isVote":1,"tweetType":1,"viewCount":59,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":346668463,"gmtCreate":1618032216152,"gmtModify":1704706195202,"author":{"id":"3562198169538195","authorId":"3562198169538195","authorIdStr":"3562198169538195","name":"艾迪升","avatar":"https://static.tigerbbs.com/5b8c9747c32f4dd7ba862c988d7e6ec0","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3562198169538195"},"themes":[],"htmlText":"Great ariticle, would you like to share it?","listText":"Great ariticle, would you like to share it?","text":"Great ariticle, would you like to share it?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/346668463","repostId":"1142324412","repostType":4,"repost":{"id":"1142324412","pubTimestamp":1617982207,"share":"https://ttm.financial/m/news/1142324412?lang=&edition=fundamental","pubTime":"2021-04-09 23:30","market":"us","language":"en","title":"XPeng Inc.: A Reawakening","url":"https://stock-news.laohu8.com/highlight/detail?id=1142324412","media":"seekingalpha","summary":"Valuation is middling but not overvalued like in the past.Recent announcement of capacity expansion in Wuhan lends better operational and sales visibility.Company could breakeven and finally reach positive profits soon; major improvements seen in operating margins.Feared chip shortage  was not a disaster, deliveries are still strong.Government support, China's creation of an EV ecosystem.XPEV's strong deliveries describe not only excellent support from the private sector, but also the Chinese go","content":"<p><b>Summary</b></p>\n<ul>\n <li>Valuation is middling but not overvalued like in the past.</li>\n <li>Recent announcement of capacity expansion in Wuhan lends better operational and sales visibility.</li>\n <li>Company could breakeven and finally reach positive profits soon; major improvements seen in operating margins.</li>\n <li>Feared chip shortage (i.e. supply disruption) was not a disaster, deliveries are still strong.</li>\n</ul>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/4e0f3343d69719839f9b8f1d337c3984\" tg-width=\"1536\" tg-height=\"1024\"><span>Photo by Robert Way/iStock Editorial via Getty Images</span></p>\n<p><b>Introduction</b></p>\n<p>The stock price of&nbsp;XPEV&nbsp;has been converging with the performance of the S&amp;P 500 since March 2021, as compared to its massive outperformance in 4Q2020. This could be view positively or negatively. On the bright side, this suggests that price performance would become more predictable with lower volatility, indicative of a broadening consensus on the fundamental prospects of the company. On the other hand, traders may be disappointed its lack of momentum. Therefore, this is probably a good time to stop viewing XPEV as purely a trade, but re-analyze its merits as a fundamentally-driven investment.</p>\n<p><i>The frenetic performance of XPEV has calmed down in recent weeks, allowing its one year performance to track the S&amp;P 500 more closely</i></p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/9f04001d604ecc7892ef3a76c498578b\" tg-width=\"640\" tg-height=\"236\"><span>Source: SeekingAlpha</span></p>\n<p><i>XPEV's G3 Super Long Range Smart SUV</i></p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/68446a741f9f97afc10f2149c4e13e13\" tg-width=\"640\" tg-height=\"388\"><span>Source: XPeng Motors (G3、P7) Intelligent electric car with Internet DNA</span></p>\n<p><b>Industry and commercial positives</b></p>\n<p>Optimism on EVs and&nbsp;strong industry growth&nbsp;rates are common knowledge by now. The following points suggest specific positives for XPEV that remain intact despite relatively ebbing momentum on the stock's price (as compared to 4Q2020):</p>\n<ol>\n <li><b>Deliveries met despite fears on chip shortage.</b>While the stock's price momentum appears to have ebbed, recent news continues to remain positive. At an industry level, Chinese vehicle manufacturers XPEV andNIOmanaged to manufacture the expected numbers of vehicle deliveries, despite much feared chip shortages.XPEV chalked&nbsp;in record quarterly deliveries of 13,340 EVs in Q1 2021, +487% over the year and +130% over the month in March.NIO delivered&nbsp;20,060 +423% over the year while Q1 deliveries rose 15.6% to 20,060. The challenge these EV manufacturers face now is not so much the ability to deliver on its numbers, but on being able to meet high expectations for the stock price to gain further traction.</li>\n <li><b>Government support, China's creation of an EV ecosystem.</b>XPEV's strong deliveries describe not only excellent support from the private sector, but also the Chinese government's push to develop this part of its industry. XPEV has entered into an agreement with the city of Wuhan to build a factory with a capacity of 100,000 EV units. This is a very significant piece of news, considering its deliveries of just 5,102 in March 2021. Annualizing this number, the new capacity will be more than the whole of XPEV's total historical annual production. This news is interesting and significant since it was just released this week, suggesting it may have yet to be factored into analysts' forecast numbers. This is made more important as XPEV has always been considered a laggard in production capabilities to its larger cousin NIO. General Chinese government support for the EV ecosystem is strong, and the new facility in Wuhan echoes earlier provincial government financial support ($77m) in Guangdong. The reality is, for EVs to gain traction, government willingness to support infrastructure initiatives are highly important (e.g. permits for charging stations, creating incentives to convert from old polluting vehicles to green vehicles, etc.). With China's tradition of central planning, the EV ecosystem is placed on the right footing.</li>\n <li><b>Listing in Hong Kong adds to investor base and liquidity.</b>Going forward,XPEV,NIO, and&nbsp;LI&nbsp;intend tolistin Hong Kong this year. This is a strategic move, and makes the valuation of these companies less susceptible by US political bashing (e.g. the threat of being de-listed) should it occur, since it reflects a wider geographical base. The valuations of these companies may even get a boost given greater global liquidity due to added trading in the Asian time zone.</li>\n</ol>\n<p>Of note, in late March, XPEV held an&nbsp;autonomous driving expedition&nbsp;covering eight cities in China and 3,675 kilometers. The exercise was successful, as minimal human intervention was needed during the expedition and adds another brownie point to XPEV's research and development efforts, placing XPEV on the&nbsp;competitive landscape&nbsp;against rivals such as TSLA and NIO on autonomous driving. Apparently, XPEV's autonomous driving results&nbsp;performed better&nbsp;than TSLA's with fewer human interventions per 100km and better navigation in complex situations.</p>\n<p><b>XPEV's improving financials</b></p>\n<p>Now that we have several quarters of financial data on XPEV, it is worth reviewing how its metrics have been performing. Firstly, market expectations aside, deliveries have been very good as abovementioned, and this is flowing through to revenue numbers. As shown in the below table, growth has been very strong, and revenues are expected to more than double in 2021 and continue to double in 2022. Such growth rates place XPEV at the top end of manufacturing firms, as expected of the fast-growing EV market.</p>\n<p>Another point to note is the improvement in operating margins. As with any \"new tech\" company, initial investments would cause hugely negative operating margins in the beginning. What's important is the company's ability to improve margins and reduce costs over time. In this respect, XPEV has done a good job, with operating margins improving sequentially each quarter. Of note, operating margins started to see major improvements between the Jun-2020 (-142%) and Dec-2020 (-39%) quarters as shown in the table below. Given this trend, the company is likely to breakeven and register positive profits soon, which could be a catalytic re-rating for XPEV. When we pair this analysis with the stock price, it appears that XPEV's recently soft stock price performance is not justified.</p>\n<p>Meanwhile, the balance sheet is expected to remain strong. Equity to total liabilities &amp; equity is 23% as at Dec-2020. As abovementioned, further capital raises with a forthcoming Hong Kong listing will add to XPEV's cash buffer.</p>\n<p><i>XPEV's performance improvement in both revenue and operating margin trends appear to have been ignored by the market due to recent the broad market capitulation</i></p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/f8258dce0cc10e8118a23afce7655bed\" tg-width=\"726\" tg-height=\"737\"><span>*EST = estimate by analysts' consensus from SeekingAlpha</span></p>\n<p><b>XPEV's valuation: somewhere in the middle</b></p>\n<p>XPEV's stock price has done well over the last 6 months versus peers. On a TTM P/S, XPEV is near the middle although its FWD P/S is trading at a premium. However, there could be a general re-rating of the P/S of the sector if the Chinese EV manufacturers reach breakeven in 2021 and record positive profits (our base case belief, given the prevailing trend in XPEV's improving operating margins). This will then allow better price discovery when the companies can then be valued on their P/E ratios.</p>\n<img src=\"https://static.tigerbbs.com/fa975ce545e950a20f809bcc7f698ef6\" tg-width=\"911\" tg-height=\"594\">\n<table>\n <tbody>\n  <tr></tr>\n </tbody>\n</table>\n<p><b>Conclusion and Risks</b></p>\n<p>XPEV's stock price may benefit from two key catalysts: (1) expansion of manufacturing facility in Wuhan, which will concretely raise visibility of revenue growth which is expected to double; (2) a valuation regime change as it progresses from a loss making company to a profitable one, expected by this year. Furthermore, it is worth noting that the valuation is not lofty as compared to price levels in 4Q2020, having fallen over the last couple of months.</p>\n<p>Competition may exist and remain intense, but given the large size of China's market and that there are only a couple of notable players (i.e. NIO, LI), the market remains largely an oligopoly which allows XPEV to retain pricing power.</p>\n<p>Much feared risks of execution in the past appear to have materialized but not in a big way, i.e. the previously expected chip shortage. Given the progression to a post-COVID economy, supply chain links should improve and reduce similar risks in the future.</p>\n<p>On a standalone basis, XPEV's prospects appear bright, and now the key hurdle is whether the NASDAQ will find momentum and exceed previous highs. The base case for this should lean towards the positive as the market is merely in the first year of the economic recovery after the pandemic. Recent price consolidation appears to have created a technical setup for a reawakening of price momentum as consumer activity revives post-pandemic.</p>","source":"seekingalpha","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>XPeng Inc.: A Reawakening</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nXPeng Inc.: A Reawakening\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-04-09 23:30 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4418326-xpeng-inc-reawakening><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Summary\n\nValuation is middling but not overvalued like in the past.\nRecent announcement of capacity expansion in Wuhan lends better operational and sales visibility.\nCompany could breakeven and ...</p>\n\n<a href=\"https://seekingalpha.com/article/4418326-xpeng-inc-reawakening\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"XPEV":"小鹏汽车"},"source_url":"https://seekingalpha.com/article/4418326-xpeng-inc-reawakening","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"1142324412","content_text":"Summary\n\nValuation is middling but not overvalued like in the past.\nRecent announcement of capacity expansion in Wuhan lends better operational and sales visibility.\nCompany could breakeven and finally reach positive profits soon; major improvements seen in operating margins.\nFeared chip shortage (i.e. supply disruption) was not a disaster, deliveries are still strong.\n\nPhoto by Robert Way/iStock Editorial via Getty Images\nIntroduction\nThe stock price of XPEV has been converging with the performance of the S&P 500 since March 2021, as compared to its massive outperformance in 4Q2020. This could be view positively or negatively. On the bright side, this suggests that price performance would become more predictable with lower volatility, indicative of a broadening consensus on the fundamental prospects of the company. On the other hand, traders may be disappointed its lack of momentum. Therefore, this is probably a good time to stop viewing XPEV as purely a trade, but re-analyze its merits as a fundamentally-driven investment.\nThe frenetic performance of XPEV has calmed down in recent weeks, allowing its one year performance to track the S&P 500 more closely\nSource: SeekingAlpha\nXPEV's G3 Super Long Range Smart SUV\nSource: XPeng Motors (G3、P7) Intelligent electric car with Internet DNA\nIndustry and commercial positives\nOptimism on EVs and strong industry growth rates are common knowledge by now. The following points suggest specific positives for XPEV that remain intact despite relatively ebbing momentum on the stock's price (as compared to 4Q2020):\n\nDeliveries met despite fears on chip shortage.While the stock's price momentum appears to have ebbed, recent news continues to remain positive. At an industry level, Chinese vehicle manufacturers XPEV andNIOmanaged to manufacture the expected numbers of vehicle deliveries, despite much feared chip shortages.XPEV chalked in record quarterly deliveries of 13,340 EVs in Q1 2021, +487% over the year and +130% over the month in March.NIO delivered 20,060 +423% over the year while Q1 deliveries rose 15.6% to 20,060. The challenge these EV manufacturers face now is not so much the ability to deliver on its numbers, but on being able to meet high expectations for the stock price to gain further traction.\nGovernment support, China's creation of an EV ecosystem.XPEV's strong deliveries describe not only excellent support from the private sector, but also the Chinese government's push to develop this part of its industry. XPEV has entered into an agreement with the city of Wuhan to build a factory with a capacity of 100,000 EV units. This is a very significant piece of news, considering its deliveries of just 5,102 in March 2021. Annualizing this number, the new capacity will be more than the whole of XPEV's total historical annual production. This news is interesting and significant since it was just released this week, suggesting it may have yet to be factored into analysts' forecast numbers. This is made more important as XPEV has always been considered a laggard in production capabilities to its larger cousin NIO. General Chinese government support for the EV ecosystem is strong, and the new facility in Wuhan echoes earlier provincial government financial support ($77m) in Guangdong. The reality is, for EVs to gain traction, government willingness to support infrastructure initiatives are highly important (e.g. permits for charging stations, creating incentives to convert from old polluting vehicles to green vehicles, etc.). With China's tradition of central planning, the EV ecosystem is placed on the right footing.\nListing in Hong Kong adds to investor base and liquidity.Going forward,XPEV,NIO, and LI intend tolistin Hong Kong this year. This is a strategic move, and makes the valuation of these companies less susceptible by US political bashing (e.g. the threat of being de-listed) should it occur, since it reflects a wider geographical base. The valuations of these companies may even get a boost given greater global liquidity due to added trading in the Asian time zone.\n\nOf note, in late March, XPEV held an autonomous driving expedition covering eight cities in China and 3,675 kilometers. The exercise was successful, as minimal human intervention was needed during the expedition and adds another brownie point to XPEV's research and development efforts, placing XPEV on the competitive landscape against rivals such as TSLA and NIO on autonomous driving. Apparently, XPEV's autonomous driving results performed better than TSLA's with fewer human interventions per 100km and better navigation in complex situations.\nXPEV's improving financials\nNow that we have several quarters of financial data on XPEV, it is worth reviewing how its metrics have been performing. Firstly, market expectations aside, deliveries have been very good as abovementioned, and this is flowing through to revenue numbers. As shown in the below table, growth has been very strong, and revenues are expected to more than double in 2021 and continue to double in 2022. Such growth rates place XPEV at the top end of manufacturing firms, as expected of the fast-growing EV market.\nAnother point to note is the improvement in operating margins. As with any \"new tech\" company, initial investments would cause hugely negative operating margins in the beginning. What's important is the company's ability to improve margins and reduce costs over time. In this respect, XPEV has done a good job, with operating margins improving sequentially each quarter. Of note, operating margins started to see major improvements between the Jun-2020 (-142%) and Dec-2020 (-39%) quarters as shown in the table below. Given this trend, the company is likely to breakeven and register positive profits soon, which could be a catalytic re-rating for XPEV. When we pair this analysis with the stock price, it appears that XPEV's recently soft stock price performance is not justified.\nMeanwhile, the balance sheet is expected to remain strong. Equity to total liabilities & equity is 23% as at Dec-2020. As abovementioned, further capital raises with a forthcoming Hong Kong listing will add to XPEV's cash buffer.\nXPEV's performance improvement in both revenue and operating margin trends appear to have been ignored by the market due to recent the broad market capitulation\n*EST = estimate by analysts' consensus from SeekingAlpha\nXPEV's valuation: somewhere in the middle\nXPEV's stock price has done well over the last 6 months versus peers. On a TTM P/S, XPEV is near the middle although its FWD P/S is trading at a premium. However, there could be a general re-rating of the P/S of the sector if the Chinese EV manufacturers reach breakeven in 2021 and record positive profits (our base case belief, given the prevailing trend in XPEV's improving operating margins). This will then allow better price discovery when the companies can then be valued on their P/E ratios.\n\n\n\n\n\n\nConclusion and Risks\nXPEV's stock price may benefit from two key catalysts: (1) expansion of manufacturing facility in Wuhan, which will concretely raise visibility of revenue growth which is expected to double; (2) a valuation regime change as it progresses from a loss making company to a profitable one, expected by this year. Furthermore, it is worth noting that the valuation is not lofty as compared to price levels in 4Q2020, having fallen over the last couple of months.\nCompetition may exist and remain intense, but given the large size of China's market and that there are only a couple of notable players (i.e. NIO, LI), the market remains largely an oligopoly which allows XPEV to retain pricing power.\nMuch feared risks of execution in the past appear to have materialized but not in a big way, i.e. the previously expected chip shortage. Given the progression to a post-COVID economy, supply chain links should improve and reduce similar risks in the future.\nOn a standalone basis, XPEV's prospects appear bright, and now the key hurdle is whether the NASDAQ will find momentum and exceed previous highs. The base case for this should lean towards the positive as the market is merely in the first year of the economic recovery after the pandemic. Recent price consolidation appears to have created a technical setup for a reawakening of price momentum as consumer activity revives post-pandemic.","news_type":1},"isVote":1,"tweetType":1,"viewCount":22,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":348046750,"gmtCreate":1617873470070,"gmtModify":1704704194916,"author":{"id":"3562198169538195","authorId":"3562198169538195","authorIdStr":"3562198169538195","name":"艾迪升","avatar":"https://static.tigerbbs.com/5b8c9747c32f4dd7ba862c988d7e6ec0","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3562198169538195"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/ARKX\">$ARK Space Exploration &amp; Innovation ETF(ARKX)$</a>&nbsp;Share For Daily Task, Please Like and Comment ???","listText":"<a href=\"https://laohu8.com/S/ARKX\">$ARK Space Exploration &amp; Innovation ETF(ARKX)$</a>&nbsp;Share For Daily Task, Please Like and Comment ???","text":"$ARK Space Exploration & Innovation ETF(ARKX)$ Share For Daily Task, Please Like and Comment ???","images":[{"img":"https://static.tigerbbs.com/ad464fa4820695cd9c79847f15aacdd0","width":"1080","height":"1920"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/348046750","isVote":1,"tweetType":1,"viewCount":94,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":343235540,"gmtCreate":1617717985080,"gmtModify":1704702208345,"author":{"id":"3562198169538195","authorId":"3562198169538195","authorIdStr":"3562198169538195","name":"艾迪升","avatar":"https://static.tigerbbs.com/5b8c9747c32f4dd7ba862c988d7e6ec0","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3562198169538195"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/ARKX\">$ARK Space Exploration &amp; Innovation ETF(ARKX)$</a>???","listText":"<a href=\"https://laohu8.com/S/ARKX\">$ARK Space Exploration &amp; Innovation ETF(ARKX)$</a>???","text":"$ARK Space Exploration & Innovation ETF(ARKX)$???","images":[{"img":"https://static.tigerbbs.com/9cac1339b4c120926f3215f8146f5366","width":"1080","height":"1920"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/343235540","isVote":1,"tweetType":1,"viewCount":17,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":349859717,"gmtCreate":1617591384839,"gmtModify":1704700634790,"author":{"id":"3562198169538195","authorId":"3562198169538195","authorIdStr":"3562198169538195","name":"艾迪升","avatar":"https://static.tigerbbs.com/5b8c9747c32f4dd7ba862c988d7e6ec0","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3562198169538195"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/ARKX\">$ARK Space Exploration &amp; Innovation ETF(ARKX)$</a>???","listText":"<a href=\"https://laohu8.com/S/ARKX\">$ARK Space Exploration &amp; Innovation ETF(ARKX)$</a>???","text":"$ARK Space Exploration & Innovation ETF(ARKX)$???","images":[{"img":"https://static.tigerbbs.com/c7b36ea5d16f90d9d810e99c5b19c9bb","width":"1080","height":"1920"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/349859717","isVote":1,"tweetType":1,"viewCount":46,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":340158695,"gmtCreate":1617361224517,"gmtModify":1704699175942,"author":{"id":"3562198169538195","authorId":"3562198169538195","authorIdStr":"3562198169538195","name":"艾迪升","avatar":"https://static.tigerbbs.com/5b8c9747c32f4dd7ba862c988d7e6ec0","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3562198169538195"},"themes":[],"htmlText":"?","listText":"?","text":"?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/340158695","repostId":"1112964874","repostType":4,"repost":{"id":"1112964874","pubTimestamp":1617358490,"share":"https://ttm.financial/m/news/1112964874?lang=&edition=fundamental","pubTime":"2021-04-02 18:14","market":"us","language":"en","title":"Value Stocks Have Roared Back. Here Are 6 Funds for the Rally’s Next Stage","url":"https://stock-news.laohu8.com/highlight/detail?id=1112964874","media":"Barron's","summary":"Value managers are in the midst of what finally looks like a comeback. The questions for investors n","content":"<p>Value managers are in the midst of what finally looks like a comeback. The questions for investors now are just how long this value recovery can last, and how best to ride it.</p><p>The recovery comes as investors peel themselves away from pricey growth stocks to add some of the cheaper companies that are well positioned for a global economic rebound as the world emerges from the pandemic. And it follows a decade of underperformance that has been hard on the most battle-hardy contrarians. Storied value fund firms—including GMO, Royce Investment Partners, and Third Avenue Management—have suffered sharp outflows over the past decade, according toMorningstar.International Value Advisers, better known as IVA, announced in March that it would liquidate its two funds and shut down. Other value funds have shuttered or gravitated toward growthier fare in order to survive.</p><p>Yet things seem different now. Over the past couple of months, the Russell 1000 Value has outperformed the Russell 1000 Growth by the biggest margin in about two decades. That has offered some redemption for veteran value managers, such as the $28 billionOakmark International(ticker: OAKIX) manager David Herro, who recalls the pushback last spring when he gave clients his rationale for buyingDaimler(DAI.Germany) as its price cratered.</p><p>“Clients were saying, ‘Don’t you know we are going into a recession?’ You have to have the courage of conviction,” says Herro, who cited the company’s strong balance sheet and management. “If you didn’t stay true to your ditty, you don’t get the recovery we experienced in the second and fourth quarters.”</p><p>And what a recovery it has been. Funds like Herro’s saw returns of 50% or greater in the past year, repairing long-term performance records that had been tarnished by the past decade’s rough patch. Value, of course, comes in different flavors, and the recovery so far has been kindest to value managers who loaded up on deeply unloved materials, energy, and financial companies.</p><p>Rising interest rates have been a major catalyst for the shift toward value. But valuations, a recovery in profits, and portfolios that are underweight value stocks could keep the momentum going. However, the type of value stock that does better could shift as the year goes on, from lower-quality to higher-quality stocks that boast stronger returns on assets, equity, and capital, according to a recent client note from Bank of America strategist Savita Subramanian.</p><p>Investors looking to benefit from a value comeback might want a mix of funds positioned from the different stages of the recovery, in the U.S. and abroad. Here are six funds run by veteran managers with strong track records that have also done well in the past year’s rebound.</p><p>The $4.3 billionNeuberger Berman Large Cap Valuefund (NPNAX) bet big last year on some of the market’s most unloved sectors and reaped the rewards, returning 84% in the past year and beating 96% of its Morningstar peers.</p><p>Manager Eli Salzmann focused on sectors like materials, especially copper and gold, that have been starved for capital in recent years as money flocked to technology and consumer-discretionary companies. That “capacity deprivation” sets the stage for sharp margin growth as demand recovers for companies like Freeport-McMoRan (FCX). Not only does the copper miner benefit from a global economic recovery, but it’s also a backdoor into the shift to electric vehicles and clean energy—transitions that will require more copper and could extend the traditional recovery cycle, says Salzmann.</p><p>A similar trend is at play in energy, a sector that Salzmann says is learning from its mistakes, as companies allocate 60% to 80% of cash flows, rather than all of it, to capital spending.Exxon Mobil(XOM) has been a “dog of the dogs,” pursuing an aggressive growth strategy when investors wanted discipline and a focus on free cash flow, Salzmann says. But now, the company, a top holding, is focusing on its core business and has the right asset mix.</p><p>When the market fretted over the risks on banks’ loan portfolios last spring, Salzmann went on a shopping spree, adding to financials, including global giants likeBank of America(BAC) andJPMorgan Chase(JPM), as well as regional banks likeTruist Financial(TFC),Comerica(CMA), andRegions Financial(RF) that should get a bigger boost from loan growth and rising interest rates. Salzmann sees a more protracted, broader value recovery as the market enters a higher interest-rate environment amid the unprecedented amounts of fiscal and monetary policy around the world, as well as a period of deglobalization and increased protectionism that will raise prices.</p><p>Like Salzmann, Herro has been hunting in deeply unloved parts of the market—but abroad. That has taken him to continental Europe and the United Kingdom, which investors have neglected for roughly a decade amid concerns about defaults in countries like Greece, political volatility, and, more recently, Brexit. “It’s almost like the perfect storm after 10 years of a drought. Brexit is behind us, and a lot of what ailed European and international value is now in the rearview,” Herro says.</p><p>As the U.K. recovers from the pandemic and settles into life outside the European Union, Herro says strong and “severely overcapitalized” banks likeLloyds Banking Group(LYG) andNatWest Group(NWG) will benefit from pent-up demand for investing and borrowing that had been put off amid Brexit uncertainty.</p><p>Herro has also waded into Chinese internet companies during the sector’s rout in the past year.Alibaba GroupHolding (BABA) andTencent Holdings(700.Hong Kong), which Herro owns through South African internet groupNaspers(NPN.South Africa), have been hit hard in the past year amid regulatory concerns at home and geopolitical tensions with the U.S., creating value in companies with strong business models, he says.</p><p>Sarah Ketterer, co-manager of the $5.8 billionCauseway International Value(CIVVX), isn’t shopping much in the most battered sectors and isn’t sold on a meaningful rise in interest rates. Ketterer also thinks that the party in cyclicals may be winding down, especially after the 80% gains globally in these economically sensitive stocks since the first Covid-19 vaccine won approval late last year—another reason that traditional value sectors like financials and energy don’t interest her much. These sectors also face constraints to their growth, with energy, for example, facing an expensive long-term transition away from fossil fuels.</p><p>Instead, Ketterer sees more value these days in European drugmakers likeSanofi(SAN.France),Novartis(NOVN.Switzerland), andRoche Holding(ROG.Switzerland), which have suffered amid postponed elective surgeries and doctors’ visits. The companies are positioned for a recovery but also for a world where vaccines become more important, and ample free cash flow gives these companies the wherewithal to buy machine learning and other tools to speed up drug discovery and cut costs, says Ketterer.</p><p>Technology companies likeSAP(SAP) are also on her radar. “It’s a legacy software vendor—about as negative as it gets—but 70% of revenues are sticky,” Ketterer says. Plus, Ketterer says the company is led by a young, dynamic CEO, Christian Klein, who is in the early stages of a cloud transition and also taking subsidiaries public, creating what she describes as “one of those rare opportunities.”</p><p>Unlike Ketterer,Dodge &amp; Cox International Stock(DODFX) co-manager Diana Strandberg still sees upside in some of the cyclical sectors that have led the recovery—like financials, which account for 30% of the fund, including holdings such asBNP Paribas(BNP.France) andUBS Group(UBSG.Switzerland), and emerging market banks like India’sICICI Bank(IBN).</p><p>Many European and emerging market banks have spent the past decade rebuilding their capital and balance sheets, increasing their returns on assets and earnings power—and doing it in Europe against a negative interest-rate backdrop. Yet Strandberg says investors haven’t noticed that these banks aren’t what they were during the financial crisis. Earnings revisions are rising, yet many still trade at eight to 10 times earnings. Plus, since banks had to hold off on dividends and buybacks during the pandemic, Strandberg sees the possibility of these companies becoming big income stocks as capital distributions are resumed.</p><p>However, Strandberg cautions against a dogmatic approach and focusing on labels like deep value or relative value—or even classifying certain sectors or companies as value. The $42 billion value fund, which has about a fifth of assets in emerging markets, returned 4.6% on average over the past 15 years, beating 93% of its peers. “Labels are dangerous when you are investing,” Strandberg says. “The starting point matters, and that’s why we are always measuring valuations and fundamentals, but we keep an open mind and not just think we are a value manager so we buy ‘value’ stocks—not only is that changing, but also sometimes stocks are cheap because they should be.”</p><p>More recently, Strandberg and team have favored pharmaceuticals over consumer staples. While their valuations are similar, Strandberg sees greater upside from drugmakers’ research and development. She has favored companies that are in the midst of a restructuring or ones that are focused on areas like vaccines, immunology, and rare diseases that are more protected from regulatory concerns.</p><p>Restructuring opportunities are also attractive to T. Rowe Price Value (TRVLX) fund manager Mark Finn. He has been focusing lately on companies in the middle of the value spectrum—those not facing long-term problems—that are misunderstood or addressing self-inflicted problems, likeGeneral Electric(GE), which had made some ill-timed acquisitions and saddled its balance sheet with leverage. Now, though, Finn says that CEO Larry Culp is fixing many of the issues, and the company includes strong businesses like aircraft engines, power, and healthcare.</p><p>Finn, whose fund returned an average annual 12.1% over the past decade to beat 92% of peers, scooped up banks, discount retailers, and industrials likeDeere(DE) andCaterpillar(CAT) last spring, but is now looking elsewhere. “The cyclicals don’t scream real cheap right now. There’s a lot of optimism built into those.”</p><p>Instead, Finn sees more value in companies likeProcter &amp; Gamble(PG). The company is cheap, at 20 times cash flow, compared with its historical valuation and is in the midst of a turnaround. It has taken share in its major markets and has an underleveraged balance sheet, Finn says.</p><p>He also likes utilities such asDominion Energy(D) andXcel Energy(XEL) that have been hit as investors pursue higher-yielding options amid rising interest rates. Also attractive:Sherwin-Williams(SHW), which he says is cheap compared with historical valuations and tethered to the home-building and remodeling boom.</p><p>While not traditional value fare, technology companies, includingFacebook(FB) andSalesforce.com(CRM), have drawn Finn’s attention. He says Salesforce has a great business model that is well positioned for the recovery, but the stock is in investor no-man’s land, ignored by growth investors and not on value managers’ radar, even though it is in the Russell 1000 Value index.</p><p>Technology is also a heavy weighting at the $4 billionParnassus Endeavorfund (PARWX), which has beaten 98% of its peers over the past year without owning any energy or materials stocks. Since taking the sole reins after sustainable-investing pioneer Jerome Dodson’s retirement, fund manager Billy Hwan has increased risk management, reducing the heavy concentration in chip companies. Hwan has reallocated some of that money to higher-quality software and service companies likePaychex(PAYX), which he says is well positioned to help companies navigate remote work, flexible hours, and contractor relationships. While chip companies face a risk from continuing U.S.-China tensions, since they get more than half of sales from China, efforts to bolster U.S. chip production could help holdings likeMicron Technology(MU) andIntel(INTC).</p><p>The fund, which integrates environmental, social, and governance factors into its analysis, steers clear of deep value and areas in secular decline, instead focusing on higher-quality stocks that are misunderstood, likeHanesbrands(HBI). The company had struggled with acquisitions and competition in its underwear business, but new management is reducing the amount of products it sells and focusing on its fast-growing Champion brand, while also trying to cater to a younger demographics, Hwan says.</p><p>Stimulus has helped cushion household savings and given consumers a bit more to spend as they emerge from the pandemic. Hwan sees 2021 as the year of the consumer, a reason that 10% of the fund is in consumer credit companies likeMastercard(MA),American Express(AXP), andCapital One Financial(COF).</p><p>For investors looking for comparisons with other value rallies, Hwan sees more similarities between the current comeback and the one in 2000 after the dot-com bubble burst, than the recovery after the global financial crisis that tripped up value managers. “There’s nothing structurally wrong with the economy in terms of credit” as there was after the financial crisis, he says, “so I think the value rotation could last several years.”</p><p>Only time will tell whether he’s correct in his assessment, but investors may want to take a more holistic view of value as they try to ride the recovery in the near term.</p><p><b>Searching for Value</b></p><p>As the value rally runs on, investors should start gearing up for a shift in the nature of stocks that perform best. Here are six value-focused funds positioned to capitalize on different stages of the recovery.</p><p><img src=\"https://static.tigerbbs.com/777263e6adccebc217617670fa958673\" tg-width=\"638\" tg-height=\"698\" referrerpolicy=\"no-referrer\"><img src=\"https://static.tigerbbs.com/b6835876c5ae79da6f50d326590d76e1\" tg-width=\"636\" tg-height=\"362\" referrerpolicy=\"no-referrer\"></p><p></p>","source":"lsy1610680873436","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Value Stocks Have Roared Back. Here Are 6 Funds for the Rally’s Next Stage</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\">\nValue Stocks Have Roared Back. Here Are 6 Funds for the Rally’s Next Stage\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-04-02 18:14 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.barrons.com/articles/value-stocks-have-roared-back-here-are-6-funds-for-the-rallys-next-stage-51617289914?mod=hp_columnists><strong>Barron's</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Value managers are in the midst of what finally looks like a comeback. The questions for investors now are just how long this value recovery can last, and how best to ride it.The recovery comes as ...</p>\n\n<a href=\"https://www.barrons.com/articles/value-stocks-have-roared-back-here-are-6-funds-for-the-rallys-next-stage-51617289914?mod=hp_columnists\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{},"source_url":"https://www.barrons.com/articles/value-stocks-have-roared-back-here-are-6-funds-for-the-rallys-next-stage-51617289914?mod=hp_columnists","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1112964874","content_text":"Value managers are in the midst of what finally looks like a comeback. The questions for investors now are just how long this value recovery can last, and how best to ride it.The recovery comes as investors peel themselves away from pricey growth stocks to add some of the cheaper companies that are well positioned for a global economic rebound as the world emerges from the pandemic. And it follows a decade of underperformance that has been hard on the most battle-hardy contrarians. Storied value fund firms—including GMO, Royce Investment Partners, and Third Avenue Management—have suffered sharp outflows over the past decade, according toMorningstar.International Value Advisers, better known as IVA, announced in March that it would liquidate its two funds and shut down. Other value funds have shuttered or gravitated toward growthier fare in order to survive.Yet things seem different now. Over the past couple of months, the Russell 1000 Value has outperformed the Russell 1000 Growth by the biggest margin in about two decades. That has offered some redemption for veteran value managers, such as the $28 billionOakmark International(ticker: OAKIX) manager David Herro, who recalls the pushback last spring when he gave clients his rationale for buyingDaimler(DAI.Germany) as its price cratered.“Clients were saying, ‘Don’t you know we are going into a recession?’ You have to have the courage of conviction,” says Herro, who cited the company’s strong balance sheet and management. “If you didn’t stay true to your ditty, you don’t get the recovery we experienced in the second and fourth quarters.”And what a recovery it has been. Funds like Herro’s saw returns of 50% or greater in the past year, repairing long-term performance records that had been tarnished by the past decade’s rough patch. Value, of course, comes in different flavors, and the recovery so far has been kindest to value managers who loaded up on deeply unloved materials, energy, and financial companies.Rising interest rates have been a major catalyst for the shift toward value. But valuations, a recovery in profits, and portfolios that are underweight value stocks could keep the momentum going. However, the type of value stock that does better could shift as the year goes on, from lower-quality to higher-quality stocks that boast stronger returns on assets, equity, and capital, according to a recent client note from Bank of America strategist Savita Subramanian.Investors looking to benefit from a value comeback might want a mix of funds positioned from the different stages of the recovery, in the U.S. and abroad. Here are six funds run by veteran managers with strong track records that have also done well in the past year’s rebound.The $4.3 billionNeuberger Berman Large Cap Valuefund (NPNAX) bet big last year on some of the market’s most unloved sectors and reaped the rewards, returning 84% in the past year and beating 96% of its Morningstar peers.Manager Eli Salzmann focused on sectors like materials, especially copper and gold, that have been starved for capital in recent years as money flocked to technology and consumer-discretionary companies. That “capacity deprivation” sets the stage for sharp margin growth as demand recovers for companies like Freeport-McMoRan (FCX). Not only does the copper miner benefit from a global economic recovery, but it’s also a backdoor into the shift to electric vehicles and clean energy—transitions that will require more copper and could extend the traditional recovery cycle, says Salzmann.A similar trend is at play in energy, a sector that Salzmann says is learning from its mistakes, as companies allocate 60% to 80% of cash flows, rather than all of it, to capital spending.Exxon Mobil(XOM) has been a “dog of the dogs,” pursuing an aggressive growth strategy when investors wanted discipline and a focus on free cash flow, Salzmann says. But now, the company, a top holding, is focusing on its core business and has the right asset mix.When the market fretted over the risks on banks’ loan portfolios last spring, Salzmann went on a shopping spree, adding to financials, including global giants likeBank of America(BAC) andJPMorgan Chase(JPM), as well as regional banks likeTruist Financial(TFC),Comerica(CMA), andRegions Financial(RF) that should get a bigger boost from loan growth and rising interest rates. Salzmann sees a more protracted, broader value recovery as the market enters a higher interest-rate environment amid the unprecedented amounts of fiscal and monetary policy around the world, as well as a period of deglobalization and increased protectionism that will raise prices.Like Salzmann, Herro has been hunting in deeply unloved parts of the market—but abroad. That has taken him to continental Europe and the United Kingdom, which investors have neglected for roughly a decade amid concerns about defaults in countries like Greece, political volatility, and, more recently, Brexit. “It’s almost like the perfect storm after 10 years of a drought. Brexit is behind us, and a lot of what ailed European and international value is now in the rearview,” Herro says.As the U.K. recovers from the pandemic and settles into life outside the European Union, Herro says strong and “severely overcapitalized” banks likeLloyds Banking Group(LYG) andNatWest Group(NWG) will benefit from pent-up demand for investing and borrowing that had been put off amid Brexit uncertainty.Herro has also waded into Chinese internet companies during the sector’s rout in the past year.Alibaba GroupHolding (BABA) andTencent Holdings(700.Hong Kong), which Herro owns through South African internet groupNaspers(NPN.South Africa), have been hit hard in the past year amid regulatory concerns at home and geopolitical tensions with the U.S., creating value in companies with strong business models, he says.Sarah Ketterer, co-manager of the $5.8 billionCauseway International Value(CIVVX), isn’t shopping much in the most battered sectors and isn’t sold on a meaningful rise in interest rates. Ketterer also thinks that the party in cyclicals may be winding down, especially after the 80% gains globally in these economically sensitive stocks since the first Covid-19 vaccine won approval late last year—another reason that traditional value sectors like financials and energy don’t interest her much. These sectors also face constraints to their growth, with energy, for example, facing an expensive long-term transition away from fossil fuels.Instead, Ketterer sees more value these days in European drugmakers likeSanofi(SAN.France),Novartis(NOVN.Switzerland), andRoche Holding(ROG.Switzerland), which have suffered amid postponed elective surgeries and doctors’ visits. The companies are positioned for a recovery but also for a world where vaccines become more important, and ample free cash flow gives these companies the wherewithal to buy machine learning and other tools to speed up drug discovery and cut costs, says Ketterer.Technology companies likeSAP(SAP) are also on her radar. “It’s a legacy software vendor—about as negative as it gets—but 70% of revenues are sticky,” Ketterer says. Plus, Ketterer says the company is led by a young, dynamic CEO, Christian Klein, who is in the early stages of a cloud transition and also taking subsidiaries public, creating what she describes as “one of those rare opportunities.”Unlike Ketterer,Dodge & Cox International Stock(DODFX) co-manager Diana Strandberg still sees upside in some of the cyclical sectors that have led the recovery—like financials, which account for 30% of the fund, including holdings such asBNP Paribas(BNP.France) andUBS Group(UBSG.Switzerland), and emerging market banks like India’sICICI Bank(IBN).Many European and emerging market banks have spent the past decade rebuilding their capital and balance sheets, increasing their returns on assets and earnings power—and doing it in Europe against a negative interest-rate backdrop. Yet Strandberg says investors haven’t noticed that these banks aren’t what they were during the financial crisis. Earnings revisions are rising, yet many still trade at eight to 10 times earnings. Plus, since banks had to hold off on dividends and buybacks during the pandemic, Strandberg sees the possibility of these companies becoming big income stocks as capital distributions are resumed.However, Strandberg cautions against a dogmatic approach and focusing on labels like deep value or relative value—or even classifying certain sectors or companies as value. The $42 billion value fund, which has about a fifth of assets in emerging markets, returned 4.6% on average over the past 15 years, beating 93% of its peers. “Labels are dangerous when you are investing,” Strandberg says. “The starting point matters, and that’s why we are always measuring valuations and fundamentals, but we keep an open mind and not just think we are a value manager so we buy ‘value’ stocks—not only is that changing, but also sometimes stocks are cheap because they should be.”More recently, Strandberg and team have favored pharmaceuticals over consumer staples. While their valuations are similar, Strandberg sees greater upside from drugmakers’ research and development. She has favored companies that are in the midst of a restructuring or ones that are focused on areas like vaccines, immunology, and rare diseases that are more protected from regulatory concerns.Restructuring opportunities are also attractive to T. Rowe Price Value (TRVLX) fund manager Mark Finn. He has been focusing lately on companies in the middle of the value spectrum—those not facing long-term problems—that are misunderstood or addressing self-inflicted problems, likeGeneral Electric(GE), which had made some ill-timed acquisitions and saddled its balance sheet with leverage. Now, though, Finn says that CEO Larry Culp is fixing many of the issues, and the company includes strong businesses like aircraft engines, power, and healthcare.Finn, whose fund returned an average annual 12.1% over the past decade to beat 92% of peers, scooped up banks, discount retailers, and industrials likeDeere(DE) andCaterpillar(CAT) last spring, but is now looking elsewhere. “The cyclicals don’t scream real cheap right now. There’s a lot of optimism built into those.”Instead, Finn sees more value in companies likeProcter & Gamble(PG). The company is cheap, at 20 times cash flow, compared with its historical valuation and is in the midst of a turnaround. It has taken share in its major markets and has an underleveraged balance sheet, Finn says.He also likes utilities such asDominion Energy(D) andXcel Energy(XEL) that have been hit as investors pursue higher-yielding options amid rising interest rates. Also attractive:Sherwin-Williams(SHW), which he says is cheap compared with historical valuations and tethered to the home-building and remodeling boom.While not traditional value fare, technology companies, includingFacebook(FB) andSalesforce.com(CRM), have drawn Finn’s attention. He says Salesforce has a great business model that is well positioned for the recovery, but the stock is in investor no-man’s land, ignored by growth investors and not on value managers’ radar, even though it is in the Russell 1000 Value index.Technology is also a heavy weighting at the $4 billionParnassus Endeavorfund (PARWX), which has beaten 98% of its peers over the past year without owning any energy or materials stocks. Since taking the sole reins after sustainable-investing pioneer Jerome Dodson’s retirement, fund manager Billy Hwan has increased risk management, reducing the heavy concentration in chip companies. Hwan has reallocated some of that money to higher-quality software and service companies likePaychex(PAYX), which he says is well positioned to help companies navigate remote work, flexible hours, and contractor relationships. While chip companies face a risk from continuing U.S.-China tensions, since they get more than half of sales from China, efforts to bolster U.S. chip production could help holdings likeMicron Technology(MU) andIntel(INTC).The fund, which integrates environmental, social, and governance factors into its analysis, steers clear of deep value and areas in secular decline, instead focusing on higher-quality stocks that are misunderstood, likeHanesbrands(HBI). The company had struggled with acquisitions and competition in its underwear business, but new management is reducing the amount of products it sells and focusing on its fast-growing Champion brand, while also trying to cater to a younger demographics, Hwan says.Stimulus has helped cushion household savings and given consumers a bit more to spend as they emerge from the pandemic. Hwan sees 2021 as the year of the consumer, a reason that 10% of the fund is in consumer credit companies likeMastercard(MA),American Express(AXP), andCapital One Financial(COF).For investors looking for comparisons with other value rallies, Hwan sees more similarities between the current comeback and the one in 2000 after the dot-com bubble burst, than the recovery after the global financial crisis that tripped up value managers. “There’s nothing structurally wrong with the economy in terms of credit” as there was after the financial crisis, he says, “so I think the value rotation could last several years.”Only time will tell whether he’s correct in his assessment, but investors may want to take a more holistic view of value as they try to ride the recovery in the near term.Searching for ValueAs the value rally runs on, investors should start gearing up for a shift in the nature of stocks that perform best. Here are six value-focused funds positioned to capitalize on different stages of the recovery.","news_type":1},"isVote":1,"tweetType":1,"viewCount":74,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"hots":[{"id":321502039,"gmtCreate":1615447461421,"gmtModify":1704782871882,"author":{"id":"3562198169538195","authorId":"3562198169538195","authorIdStr":"3562198169538195","name":"艾迪升","avatar":"https://static.tigerbbs.com/5b8c9747c32f4dd7ba862c988d7e6ec0","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3562198169538195"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/5UF.SI\">$MAXI-CASH FIN SVCS CORP LTD(5UF.SI)$</a>Holding for high dividend ?","listText":"<a href=\"https://laohu8.com/S/5UF.SI\">$MAXI-CASH FIN SVCS CORP LTD(5UF.SI)$</a>Holding for high dividend ?","text":"$MAXI-CASH FIN SVCS CORP LTD(5UF.SI)$Holding for high dividend ?","images":[{"img":"https://static.tigerbbs.com/91e0f1fd0ac460ccdd65e1cce7cc9a14","width":"1080","height":"1920"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":4,"repostSize":0,"link":"https://ttm.financial/post/321502039","isVote":1,"tweetType":1,"viewCount":50,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3562198169538195","authorId":"3562198169538195","authorIdStr":"3562198169538195","name":"艾迪升","avatar":"https://static.tigerbbs.com/5b8c9747c32f4dd7ba862c988d7e6ec0","crmLevel":2,"crmLevelSwitch":0,"idStr":"3562198169538195"},"content":"Not really, actually currently price still considering lower rates. Can keep for long-term cause company profile strong ??","text":"Not really, actually currently price still considering lower rates. Can keep for long-term cause company profile strong ??","html":"Not really, actually currently price still considering lower rates. Can keep for long-term cause company profile strong ??"}],"imageCount":1,"langContent":"EN","totalScore":0},{"id":344132612,"gmtCreate":1618386005136,"gmtModify":1704709989162,"author":{"id":"3562198169538195","authorId":"3562198169538195","authorIdStr":"3562198169538195","name":"艾迪升","avatar":"https://static.tigerbbs.com/5b8c9747c32f4dd7ba862c988d7e6ec0","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3562198169538195"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/C6L.SI\">$SINGAPORE AIRLINES LTD(C6L.SI)$</a>It's Time To Fly High Again ???Singapore finalising details of air travel bubble with Hong Kong: Ong Ye Kunghttps://www.channelnewsasia.com/news/singapore/singapore-finalising-details-of-air-travel-bubble-with-hong-kong-14619748","listText":"<a href=\"https://laohu8.com/S/C6L.SI\">$SINGAPORE AIRLINES LTD(C6L.SI)$</a>It's Time To Fly High Again ???Singapore finalising details of air travel bubble with Hong Kong: Ong Ye Kunghttps://www.channelnewsasia.com/news/singapore/singapore-finalising-details-of-air-travel-bubble-with-hong-kong-14619748","text":"$SINGAPORE AIRLINES LTD(C6L.SI)$It's Time To Fly High Again ???Singapore finalising details of air travel bubble with Hong Kong: Ong Ye Kunghttps://www.channelnewsasia.com/news/singapore/singapore-finalising-details-of-air-travel-bubble-with-hong-kong-14619748","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":10,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/344132612","isVote":1,"tweetType":1,"viewCount":661,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":348046750,"gmtCreate":1617873470070,"gmtModify":1704704194916,"author":{"id":"3562198169538195","authorId":"3562198169538195","authorIdStr":"3562198169538195","name":"艾迪升","avatar":"https://static.tigerbbs.com/5b8c9747c32f4dd7ba862c988d7e6ec0","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3562198169538195"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/ARKX\">$ARK Space Exploration &amp; Innovation ETF(ARKX)$</a>&nbsp;Share For Daily Task, Please Like and Comment ???","listText":"<a href=\"https://laohu8.com/S/ARKX\">$ARK Space Exploration &amp; Innovation ETF(ARKX)$</a>&nbsp;Share For Daily Task, Please Like and Comment ???","text":"$ARK Space Exploration & Innovation ETF(ARKX)$ Share For Daily Task, Please Like and Comment ???","images":[{"img":"https://static.tigerbbs.com/ad464fa4820695cd9c79847f15aacdd0","width":"1080","height":"1920"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/348046750","isVote":1,"tweetType":1,"viewCount":94,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":346662030,"gmtCreate":1618032371520,"gmtModify":1704706196721,"author":{"id":"3562198169538195","authorId":"3562198169538195","authorIdStr":"3562198169538195","name":"艾迪升","avatar":"https://static.tigerbbs.com/5b8c9747c32f4dd7ba862c988d7e6ec0","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3562198169538195"},"themes":[],"htmlText":"Nice&nbsp;","listText":"Nice&nbsp;","text":"Nice","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/346662030","repostId":"1171250660","repostType":4,"repost":{"id":"1171250660","pubTimestamp":1617979316,"share":"https://ttm.financial/m/news/1171250660?lang=&edition=fundamental","pubTime":"2021-04-09 22:41","market":"us","language":"en","title":"NAKD Stock: The Big Reason Naked Brand Is Soaring Today","url":"https://stock-news.laohu8.com/highlight/detail?id=1171250660","media":"investorplace","summary":"Naked Brand(NASDAQ:NAKD) stock is seeing a lot of movement this morning after undressing some detail","content":"<p><b>Naked Brand</b>(NASDAQ:<b>NAKD</b>) stock is seeing a lot of movement this morning after undressing some details around a significant stakeholder.</p><p><img src=\"https://static.tigerbbs.com/7648d5cb63aaaad7aa8766d01da9ffe1\" tg-width=\"300\" tg-height=\"169\" referrerpolicy=\"no-referrer\">Source: Shutterstock</p><p>Naked, a New Zealand-based underwear and swimwear brand, is an industry leader. In the last few months, it has been enjoying its status as a day trader favorite, getting a fair share of screentime among the r/WallStreetBets crowd. While it has fumbled a bit throughout February with hype dying down, it is back on trend and looking at solidifying a business model to spur growth. Its transition toward being ane-commerce-only brandis evident of that.</p><p>The company has enjoyed a 20% boost in morning trading. This comes Naked Brand disclosed a stakeholder with a 6.4% stake. That stake comes from<b>Ault Global Holdings</b>(NYSEMKT:<b><u>DPW</u></b>), a holding company based out of Nevada. The stake includes 41.1 million shares.</p><p>The Bottom Line on NAKD Stock Today</p><p>Some<i>InvestorPlace</i>contributors arepretty bearish on NAKD stock. The company had seen its ups and downs through the last three months, culminating in a 60% fall from its $1.56 February closing high. But, this announcement could drive NAKD right back to where it needs to be. A large stake in the company like this one can be enough to rally investors, and we can see that today. The company is ultimately up more than 200% year to date.</p><p>With trading volume accumulating this morning, it appears NAKD stock is continuing to rally. The news seems to be motivating investors who missed out or sold too quickly. Investors should pay attention to the brand as shares continue to approach the $1 once again.</p>","source":"lsy1606302653667","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>NAKD Stock: The Big Reason Naked Brand Is Soaring Today</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\">\nNAKD Stock: The Big Reason Naked Brand Is Soaring Today\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-04-09 22:41 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://investorplace.com/2021/04/nakd-stock-the-big-reason-naked-brand-is-soaring-today/><strong>investorplace</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Naked Brand(NASDAQ:NAKD) stock is seeing a lot of movement this morning after undressing some details around a significant stakeholder.Source: ShutterstockNaked, a New Zealand-based underwear and ...</p>\n\n<a href=\"https://investorplace.com/2021/04/nakd-stock-the-big-reason-naked-brand-is-soaring-today/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{},"source_url":"https://investorplace.com/2021/04/nakd-stock-the-big-reason-naked-brand-is-soaring-today/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1171250660","content_text":"Naked Brand(NASDAQ:NAKD) stock is seeing a lot of movement this morning after undressing some details around a significant stakeholder.Source: ShutterstockNaked, a New Zealand-based underwear and swimwear brand, is an industry leader. In the last few months, it has been enjoying its status as a day trader favorite, getting a fair share of screentime among the r/WallStreetBets crowd. While it has fumbled a bit throughout February with hype dying down, it is back on trend and looking at solidifying a business model to spur growth. Its transition toward being ane-commerce-only brandis evident of that.The company has enjoyed a 20% boost in morning trading. This comes Naked Brand disclosed a stakeholder with a 6.4% stake. That stake comes fromAult Global Holdings(NYSEMKT:DPW), a holding company based out of Nevada. The stake includes 41.1 million shares.The Bottom Line on NAKD Stock TodaySomeInvestorPlacecontributors arepretty bearish on NAKD stock. The company had seen its ups and downs through the last three months, culminating in a 60% fall from its $1.56 February closing high. But, this announcement could drive NAKD right back to where it needs to be. A large stake in the company like this one can be enough to rally investors, and we can see that today. The company is ultimately up more than 200% year to date.With trading volume accumulating this morning, it appears NAKD stock is continuing to rally. The news seems to be motivating investors who missed out or sold too quickly. Investors should pay attention to the brand as shares continue to approach the $1 once again.","news_type":1},"isVote":1,"tweetType":1,"viewCount":45,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":346666867,"gmtCreate":1618032256559,"gmtModify":1704706196055,"author":{"id":"3562198169538195","authorId":"3562198169538195","authorIdStr":"3562198169538195","name":"艾迪升","avatar":"https://static.tigerbbs.com/5b8c9747c32f4dd7ba862c988d7e6ec0","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3562198169538195"},"themes":[],"htmlText":"?","listText":"?","text":"?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/346666867","repostId":"1142324412","repostType":4,"repost":{"id":"1142324412","pubTimestamp":1617982207,"share":"https://ttm.financial/m/news/1142324412?lang=&edition=fundamental","pubTime":"2021-04-09 23:30","market":"us","language":"en","title":"XPeng Inc.: A Reawakening","url":"https://stock-news.laohu8.com/highlight/detail?id=1142324412","media":"seekingalpha","summary":"Valuation is middling but not overvalued like in the past.Recent announcement of capacity expansion in Wuhan lends better operational and sales visibility.Company could breakeven and finally reach positive profits soon; major improvements seen in operating margins.Feared chip shortage  was not a disaster, deliveries are still strong.Government support, China's creation of an EV ecosystem.XPEV's strong deliveries describe not only excellent support from the private sector, but also the Chinese go","content":"<p><b>Summary</b></p>\n<ul>\n <li>Valuation is middling but not overvalued like in the past.</li>\n <li>Recent announcement of capacity expansion in Wuhan lends better operational and sales visibility.</li>\n <li>Company could breakeven and finally reach positive profits soon; major improvements seen in operating margins.</li>\n <li>Feared chip shortage (i.e. supply disruption) was not a disaster, deliveries are still strong.</li>\n</ul>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/4e0f3343d69719839f9b8f1d337c3984\" tg-width=\"1536\" tg-height=\"1024\"><span>Photo by Robert Way/iStock Editorial via Getty Images</span></p>\n<p><b>Introduction</b></p>\n<p>The stock price of&nbsp;XPEV&nbsp;has been converging with the performance of the S&amp;P 500 since March 2021, as compared to its massive outperformance in 4Q2020. This could be view positively or negatively. On the bright side, this suggests that price performance would become more predictable with lower volatility, indicative of a broadening consensus on the fundamental prospects of the company. On the other hand, traders may be disappointed its lack of momentum. Therefore, this is probably a good time to stop viewing XPEV as purely a trade, but re-analyze its merits as a fundamentally-driven investment.</p>\n<p><i>The frenetic performance of XPEV has calmed down in recent weeks, allowing its one year performance to track the S&amp;P 500 more closely</i></p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/9f04001d604ecc7892ef3a76c498578b\" tg-width=\"640\" tg-height=\"236\"><span>Source: SeekingAlpha</span></p>\n<p><i>XPEV's G3 Super Long Range Smart SUV</i></p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/68446a741f9f97afc10f2149c4e13e13\" tg-width=\"640\" tg-height=\"388\"><span>Source: XPeng Motors (G3、P7) Intelligent electric car with Internet DNA</span></p>\n<p><b>Industry and commercial positives</b></p>\n<p>Optimism on EVs and&nbsp;strong industry growth&nbsp;rates are common knowledge by now. The following points suggest specific positives for XPEV that remain intact despite relatively ebbing momentum on the stock's price (as compared to 4Q2020):</p>\n<ol>\n <li><b>Deliveries met despite fears on chip shortage.</b>While the stock's price momentum appears to have ebbed, recent news continues to remain positive. At an industry level, Chinese vehicle manufacturers XPEV andNIOmanaged to manufacture the expected numbers of vehicle deliveries, despite much feared chip shortages.XPEV chalked&nbsp;in record quarterly deliveries of 13,340 EVs in Q1 2021, +487% over the year and +130% over the month in March.NIO delivered&nbsp;20,060 +423% over the year while Q1 deliveries rose 15.6% to 20,060. The challenge these EV manufacturers face now is not so much the ability to deliver on its numbers, but on being able to meet high expectations for the stock price to gain further traction.</li>\n <li><b>Government support, China's creation of an EV ecosystem.</b>XPEV's strong deliveries describe not only excellent support from the private sector, but also the Chinese government's push to develop this part of its industry. XPEV has entered into an agreement with the city of Wuhan to build a factory with a capacity of 100,000 EV units. This is a very significant piece of news, considering its deliveries of just 5,102 in March 2021. Annualizing this number, the new capacity will be more than the whole of XPEV's total historical annual production. This news is interesting and significant since it was just released this week, suggesting it may have yet to be factored into analysts' forecast numbers. This is made more important as XPEV has always been considered a laggard in production capabilities to its larger cousin NIO. General Chinese government support for the EV ecosystem is strong, and the new facility in Wuhan echoes earlier provincial government financial support ($77m) in Guangdong. The reality is, for EVs to gain traction, government willingness to support infrastructure initiatives are highly important (e.g. permits for charging stations, creating incentives to convert from old polluting vehicles to green vehicles, etc.). With China's tradition of central planning, the EV ecosystem is placed on the right footing.</li>\n <li><b>Listing in Hong Kong adds to investor base and liquidity.</b>Going forward,XPEV,NIO, and&nbsp;LI&nbsp;intend tolistin Hong Kong this year. This is a strategic move, and makes the valuation of these companies less susceptible by US political bashing (e.g. the threat of being de-listed) should it occur, since it reflects a wider geographical base. The valuations of these companies may even get a boost given greater global liquidity due to added trading in the Asian time zone.</li>\n</ol>\n<p>Of note, in late March, XPEV held an&nbsp;autonomous driving expedition&nbsp;covering eight cities in China and 3,675 kilometers. The exercise was successful, as minimal human intervention was needed during the expedition and adds another brownie point to XPEV's research and development efforts, placing XPEV on the&nbsp;competitive landscape&nbsp;against rivals such as TSLA and NIO on autonomous driving. Apparently, XPEV's autonomous driving results&nbsp;performed better&nbsp;than TSLA's with fewer human interventions per 100km and better navigation in complex situations.</p>\n<p><b>XPEV's improving financials</b></p>\n<p>Now that we have several quarters of financial data on XPEV, it is worth reviewing how its metrics have been performing. Firstly, market expectations aside, deliveries have been very good as abovementioned, and this is flowing through to revenue numbers. As shown in the below table, growth has been very strong, and revenues are expected to more than double in 2021 and continue to double in 2022. Such growth rates place XPEV at the top end of manufacturing firms, as expected of the fast-growing EV market.</p>\n<p>Another point to note is the improvement in operating margins. As with any \"new tech\" company, initial investments would cause hugely negative operating margins in the beginning. What's important is the company's ability to improve margins and reduce costs over time. In this respect, XPEV has done a good job, with operating margins improving sequentially each quarter. Of note, operating margins started to see major improvements between the Jun-2020 (-142%) and Dec-2020 (-39%) quarters as shown in the table below. Given this trend, the company is likely to breakeven and register positive profits soon, which could be a catalytic re-rating for XPEV. When we pair this analysis with the stock price, it appears that XPEV's recently soft stock price performance is not justified.</p>\n<p>Meanwhile, the balance sheet is expected to remain strong. Equity to total liabilities &amp; equity is 23% as at Dec-2020. As abovementioned, further capital raises with a forthcoming Hong Kong listing will add to XPEV's cash buffer.</p>\n<p><i>XPEV's performance improvement in both revenue and operating margin trends appear to have been ignored by the market due to recent the broad market capitulation</i></p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/f8258dce0cc10e8118a23afce7655bed\" tg-width=\"726\" tg-height=\"737\"><span>*EST = estimate by analysts' consensus from SeekingAlpha</span></p>\n<p><b>XPEV's valuation: somewhere in the middle</b></p>\n<p>XPEV's stock price has done well over the last 6 months versus peers. On a TTM P/S, XPEV is near the middle although its FWD P/S is trading at a premium. However, there could be a general re-rating of the P/S of the sector if the Chinese EV manufacturers reach breakeven in 2021 and record positive profits (our base case belief, given the prevailing trend in XPEV's improving operating margins). This will then allow better price discovery when the companies can then be valued on their P/E ratios.</p>\n<img src=\"https://static.tigerbbs.com/fa975ce545e950a20f809bcc7f698ef6\" tg-width=\"911\" tg-height=\"594\">\n<table>\n <tbody>\n  <tr></tr>\n </tbody>\n</table>\n<p><b>Conclusion and Risks</b></p>\n<p>XPEV's stock price may benefit from two key catalysts: (1) expansion of manufacturing facility in Wuhan, which will concretely raise visibility of revenue growth which is expected to double; (2) a valuation regime change as it progresses from a loss making company to a profitable one, expected by this year. Furthermore, it is worth noting that the valuation is not lofty as compared to price levels in 4Q2020, having fallen over the last couple of months.</p>\n<p>Competition may exist and remain intense, but given the large size of China's market and that there are only a couple of notable players (i.e. NIO, LI), the market remains largely an oligopoly which allows XPEV to retain pricing power.</p>\n<p>Much feared risks of execution in the past appear to have materialized but not in a big way, i.e. the previously expected chip shortage. Given the progression to a post-COVID economy, supply chain links should improve and reduce similar risks in the future.</p>\n<p>On a standalone basis, XPEV's prospects appear bright, and now the key hurdle is whether the NASDAQ will find momentum and exceed previous highs. The base case for this should lean towards the positive as the market is merely in the first year of the economic recovery after the pandemic. Recent price consolidation appears to have created a technical setup for a reawakening of price momentum as consumer activity revives post-pandemic.</p>","source":"seekingalpha","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>XPeng Inc.: A Reawakening</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nXPeng Inc.: A Reawakening\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-04-09 23:30 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4418326-xpeng-inc-reawakening><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Summary\n\nValuation is middling but not overvalued like in the past.\nRecent announcement of capacity expansion in Wuhan lends better operational and sales visibility.\nCompany could breakeven and ...</p>\n\n<a href=\"https://seekingalpha.com/article/4418326-xpeng-inc-reawakening\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"XPEV":"小鹏汽车"},"source_url":"https://seekingalpha.com/article/4418326-xpeng-inc-reawakening","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"1142324412","content_text":"Summary\n\nValuation is middling but not overvalued like in the past.\nRecent announcement of capacity expansion in Wuhan lends better operational and sales visibility.\nCompany could breakeven and finally reach positive profits soon; major improvements seen in operating margins.\nFeared chip shortage (i.e. supply disruption) was not a disaster, deliveries are still strong.\n\nPhoto by Robert Way/iStock Editorial via Getty Images\nIntroduction\nThe stock price of XPEV has been converging with the performance of the S&P 500 since March 2021, as compared to its massive outperformance in 4Q2020. This could be view positively or negatively. On the bright side, this suggests that price performance would become more predictable with lower volatility, indicative of a broadening consensus on the fundamental prospects of the company. On the other hand, traders may be disappointed its lack of momentum. Therefore, this is probably a good time to stop viewing XPEV as purely a trade, but re-analyze its merits as a fundamentally-driven investment.\nThe frenetic performance of XPEV has calmed down in recent weeks, allowing its one year performance to track the S&P 500 more closely\nSource: SeekingAlpha\nXPEV's G3 Super Long Range Smart SUV\nSource: XPeng Motors (G3、P7) Intelligent electric car with Internet DNA\nIndustry and commercial positives\nOptimism on EVs and strong industry growth rates are common knowledge by now. The following points suggest specific positives for XPEV that remain intact despite relatively ebbing momentum on the stock's price (as compared to 4Q2020):\n\nDeliveries met despite fears on chip shortage.While the stock's price momentum appears to have ebbed, recent news continues to remain positive. At an industry level, Chinese vehicle manufacturers XPEV andNIOmanaged to manufacture the expected numbers of vehicle deliveries, despite much feared chip shortages.XPEV chalked in record quarterly deliveries of 13,340 EVs in Q1 2021, +487% over the year and +130% over the month in March.NIO delivered 20,060 +423% over the year while Q1 deliveries rose 15.6% to 20,060. The challenge these EV manufacturers face now is not so much the ability to deliver on its numbers, but on being able to meet high expectations for the stock price to gain further traction.\nGovernment support, China's creation of an EV ecosystem.XPEV's strong deliveries describe not only excellent support from the private sector, but also the Chinese government's push to develop this part of its industry. XPEV has entered into an agreement with the city of Wuhan to build a factory with a capacity of 100,000 EV units. This is a very significant piece of news, considering its deliveries of just 5,102 in March 2021. Annualizing this number, the new capacity will be more than the whole of XPEV's total historical annual production. This news is interesting and significant since it was just released this week, suggesting it may have yet to be factored into analysts' forecast numbers. This is made more important as XPEV has always been considered a laggard in production capabilities to its larger cousin NIO. General Chinese government support for the EV ecosystem is strong, and the new facility in Wuhan echoes earlier provincial government financial support ($77m) in Guangdong. The reality is, for EVs to gain traction, government willingness to support infrastructure initiatives are highly important (e.g. permits for charging stations, creating incentives to convert from old polluting vehicles to green vehicles, etc.). With China's tradition of central planning, the EV ecosystem is placed on the right footing.\nListing in Hong Kong adds to investor base and liquidity.Going forward,XPEV,NIO, and LI intend tolistin Hong Kong this year. This is a strategic move, and makes the valuation of these companies less susceptible by US political bashing (e.g. the threat of being de-listed) should it occur, since it reflects a wider geographical base. The valuations of these companies may even get a boost given greater global liquidity due to added trading in the Asian time zone.\n\nOf note, in late March, XPEV held an autonomous driving expedition covering eight cities in China and 3,675 kilometers. The exercise was successful, as minimal human intervention was needed during the expedition and adds another brownie point to XPEV's research and development efforts, placing XPEV on the competitive landscape against rivals such as TSLA and NIO on autonomous driving. Apparently, XPEV's autonomous driving results performed better than TSLA's with fewer human interventions per 100km and better navigation in complex situations.\nXPEV's improving financials\nNow that we have several quarters of financial data on XPEV, it is worth reviewing how its metrics have been performing. Firstly, market expectations aside, deliveries have been very good as abovementioned, and this is flowing through to revenue numbers. As shown in the below table, growth has been very strong, and revenues are expected to more than double in 2021 and continue to double in 2022. Such growth rates place XPEV at the top end of manufacturing firms, as expected of the fast-growing EV market.\nAnother point to note is the improvement in operating margins. As with any \"new tech\" company, initial investments would cause hugely negative operating margins in the beginning. What's important is the company's ability to improve margins and reduce costs over time. In this respect, XPEV has done a good job, with operating margins improving sequentially each quarter. Of note, operating margins started to see major improvements between the Jun-2020 (-142%) and Dec-2020 (-39%) quarters as shown in the table below. Given this trend, the company is likely to breakeven and register positive profits soon, which could be a catalytic re-rating for XPEV. When we pair this analysis with the stock price, it appears that XPEV's recently soft stock price performance is not justified.\nMeanwhile, the balance sheet is expected to remain strong. Equity to total liabilities & equity is 23% as at Dec-2020. As abovementioned, further capital raises with a forthcoming Hong Kong listing will add to XPEV's cash buffer.\nXPEV's performance improvement in both revenue and operating margin trends appear to have been ignored by the market due to recent the broad market capitulation\n*EST = estimate by analysts' consensus from SeekingAlpha\nXPEV's valuation: somewhere in the middle\nXPEV's stock price has done well over the last 6 months versus peers. On a TTM P/S, XPEV is near the middle although its FWD P/S is trading at a premium. However, there could be a general re-rating of the P/S of the sector if the Chinese EV manufacturers reach breakeven in 2021 and record positive profits (our base case belief, given the prevailing trend in XPEV's improving operating margins). This will then allow better price discovery when the companies can then be valued on their P/E ratios.\n\n\n\n\n\n\nConclusion and Risks\nXPEV's stock price may benefit from two key catalysts: (1) expansion of manufacturing facility in Wuhan, which will concretely raise visibility of revenue growth which is expected to double; (2) a valuation regime change as it progresses from a loss making company to a profitable one, expected by this year. Furthermore, it is worth noting that the valuation is not lofty as compared to price levels in 4Q2020, having fallen over the last couple of months.\nCompetition may exist and remain intense, but given the large size of China's market and that there are only a couple of notable players (i.e. NIO, LI), the market remains largely an oligopoly which allows XPEV to retain pricing power.\nMuch feared risks of execution in the past appear to have materialized but not in a big way, i.e. the previously expected chip shortage. Given the progression to a post-COVID economy, supply chain links should improve and reduce similar risks in the future.\nOn a standalone basis, XPEV's prospects appear bright, and now the key hurdle is whether the NASDAQ will find momentum and exceed previous highs. The base case for this should lean towards the positive as the market is merely in the first year of the economic recovery after the pandemic. Recent price consolidation appears to have created a technical setup for a reawakening of price momentum as consumer activity revives post-pandemic.","news_type":1},"isVote":1,"tweetType":1,"viewCount":59,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":347966539,"gmtCreate":1618457260321,"gmtModify":1704711130679,"author":{"id":"3562198169538195","authorId":"3562198169538195","authorIdStr":"3562198169538195","name":"艾迪升","avatar":"https://static.tigerbbs.com/5b8c9747c32f4dd7ba862c988d7e6ec0","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3562198169538195"},"themes":[],"htmlText":"?","listText":"?","text":"?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/347966539","repostId":"1150469902","repostType":4,"repost":{"id":"1150469902","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":1618447631,"share":"https://ttm.financial/m/news/1150469902?lang=&edition=fundamental","pubTime":"2021-04-15 08:47","market":"us","language":"en","title":"KKR-backed AppLovin raises $2 billion in IPO -source","url":"https://stock-news.laohu8.com/highlight/detail?id=1150469902","media":"Reuters","summary":"U.S. mobile app and gaming company AppLovin Corp sold shares in its initial public offering (IPO) at","content":"<p>U.S. mobile app and gaming company AppLovin Corp sold shares in its initial public offering (IPO) at the mid-point of its target range to raise $2 billion, a person familiar with the matter said on Wednesday.</p>\n<p>AppLovin, which is backed by private equity giant KKR &amp; Co Inc, priced 25 million shares at $80 per share, the source said. It had set an IPO target range of $75 to $85 per share.</p>\n<p>The IPO values AppLovin at $28.6 billion.</p>\n<p>The source requested not to be identified ahead of an official announcement. AppLovin did not immediately respond to a request for comment.</p>\n<p>The Palo Alto, California-based company is the latest player in the mobile gaming industry to eye a stock market listing, as demand for video games surges among consumers staying at home during the COVID-19 pandemic.</p>\n<p>In the past 12 months, the likes of Playtika Holding Corp, Roblox Corp and Unity Software Inc have gone public.</p>\n<p>The IPO represents a big windfall for KKR, which acquired a minority stake in AppLovin in 2018 for $400 million, in a deal which valued the company at $2 billion.</p>\n<p>AppLovin abandoned plans to sell itself to Chinese buyout firm Orient Hontai Capital in 2017. A U.S. national security panel shot down the $1.4 billion deal on data security worries.</p>\n<p>AppLovin now has over 410 million daily active users on its platform and its apps consist of more than 200 free-to-play mobile games, including Word Connect, Slap Kings and Bingo Story.</p>\n<p>The company’s shares are scheduled to begin trading on Nasdaq on Thursday under the symbol “APP”.</p>\n<p>Morgan Stanley, JPMorgan, KKR, BofA Securities and Citigroup were among the underwriters of the IPO.</p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>KKR-backed AppLovin raises $2 billion in IPO -source</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\">\nKKR-backed AppLovin raises $2 billion in IPO -source\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1036604489\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/443ce19704621c837795676028cec868);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Reuters </p>\n<p class=\"h-time\">2021-04-15 08:47</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>U.S. mobile app and gaming company AppLovin Corp sold shares in its initial public offering (IPO) at the mid-point of its target range to raise $2 billion, a person familiar with the matter said on Wednesday.</p>\n<p>AppLovin, which is backed by private equity giant KKR &amp; Co Inc, priced 25 million shares at $80 per share, the source said. It had set an IPO target range of $75 to $85 per share.</p>\n<p>The IPO values AppLovin at $28.6 billion.</p>\n<p>The source requested not to be identified ahead of an official announcement. AppLovin did not immediately respond to a request for comment.</p>\n<p>The Palo Alto, California-based company is the latest player in the mobile gaming industry to eye a stock market listing, as demand for video games surges among consumers staying at home during the COVID-19 pandemic.</p>\n<p>In the past 12 months, the likes of Playtika Holding Corp, Roblox Corp and Unity Software Inc have gone public.</p>\n<p>The IPO represents a big windfall for KKR, which acquired a minority stake in AppLovin in 2018 for $400 million, in a deal which valued the company at $2 billion.</p>\n<p>AppLovin abandoned plans to sell itself to Chinese buyout firm Orient Hontai Capital in 2017. A U.S. national security panel shot down the $1.4 billion deal on data security worries.</p>\n<p>AppLovin now has over 410 million daily active users on its platform and its apps consist of more than 200 free-to-play mobile games, including Word Connect, Slap Kings and Bingo Story.</p>\n<p>The company’s shares are scheduled to begin trading on Nasdaq on Thursday under the symbol “APP”.</p>\n<p>Morgan Stanley, JPMorgan, KKR, BofA Securities and Citigroup were among the underwriters of the IPO.</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"APP":"AppLovin Corporation"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1150469902","content_text":"U.S. mobile app and gaming company AppLovin Corp sold shares in its initial public offering (IPO) at the mid-point of its target range to raise $2 billion, a person familiar with the matter said on Wednesday.\nAppLovin, which is backed by private equity giant KKR & Co Inc, priced 25 million shares at $80 per share, the source said. It had set an IPO target range of $75 to $85 per share.\nThe IPO values AppLovin at $28.6 billion.\nThe source requested not to be identified ahead of an official announcement. AppLovin did not immediately respond to a request for comment.\nThe Palo Alto, California-based company is the latest player in the mobile gaming industry to eye a stock market listing, as demand for video games surges among consumers staying at home during the COVID-19 pandemic.\nIn the past 12 months, the likes of Playtika Holding Corp, Roblox Corp and Unity Software Inc have gone public.\nThe IPO represents a big windfall for KKR, which acquired a minority stake in AppLovin in 2018 for $400 million, in a deal which valued the company at $2 billion.\nAppLovin abandoned plans to sell itself to Chinese buyout firm Orient Hontai Capital in 2017. A U.S. national security panel shot down the $1.4 billion deal on data security worries.\nAppLovin now has over 410 million daily active users on its platform and its apps consist of more than 200 free-to-play mobile games, including Word Connect, Slap Kings and Bingo Story.\nThe company’s shares are scheduled to begin trading on Nasdaq on Thursday under the symbol “APP”.\nMorgan Stanley, JPMorgan, KKR, BofA Securities and Citigroup were among the underwriters of the IPO.","news_type":1},"isVote":1,"tweetType":1,"viewCount":209,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":346666630,"gmtCreate":1618032276620,"gmtModify":1704706196227,"author":{"id":"3562198169538195","authorId":"3562198169538195","authorIdStr":"3562198169538195","name":"艾迪升","avatar":"https://static.tigerbbs.com/5b8c9747c32f4dd7ba862c988d7e6ec0","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3562198169538195"},"themes":[],"htmlText":"?","listText":"?","text":"?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/346666630","repostId":"2126315033","repostType":4,"repost":{"id":"2126315033","pubTimestamp":1617981660,"share":"https://ttm.financial/m/news/2126315033?lang=&edition=fundamental","pubTime":"2021-04-09 23:21","market":"us","language":"en","title":"Netflix Grabs Sony's Pay-TV Movie Deal From Starz","url":"https://stock-news.laohu8.com/highlight/detail?id=2126315033","media":"Anders Bylund","summary":"Most Hollywood studios have started their own streaming services to compete in the evolving media market. Sony picked a well-established partner instead.","content":"<p>Video-streaming veteran <b>Netflix</b> (NASDAQ:NFLX) just signed a multiyear content deal with <b>Sony</b> (NYSE:SNE) Pictures Entertainment. Starting in 2022, Sony will move its exclusive pay-TV distribution window from longtime partner <a href=\"https://laohu8.com/S/STRZA\">Starz</a> to Netflix, putting the studio's theatrical releases on Netflix's global streaming platform.</p><p>Sony and Netflix already had a streaming agreement for animated content, but this deal expands that partnership to all genres and production types. Titles making their home entertainment premiere in 2022 on Netflix rather than <b>Lions Gate Entertainment</b> (NYSE:LGF-A) (NYSE:LGF-B) subsidiary <a href=\"https://laohu8.com/S/STRZB\">Starz</a> will include the Brad Pitt thriller <i>Bullet Train</i>, the ensemble-cast action movie <i>Uncharted</i>, and the Reese Witherspoon-produced murder drama <i>Where the Crawdads Sing</i>.</p><p><img src=\"https://static.tigerbbs.com/9243727dc46ddf4fb557f7d44eef1325\" tg-width=\"700\" tg-height=\"534\" referrerpolicy=\"no-referrer\"></p><p>Image source: Getty Images.</p><p>Netflix will also distribute future titles in Sony's established film franchises such as <i>Venom</i>, <i>Jumanji</i>, and <i>Bad Boys</i>, as well as any other new projects that Sony's several studio brands may come up with. The deal also allows licensing rights for Netflix to show some titles from Sony's enormous back catalog.</p><p>Furthermore, Netflix gets \"first look\" privilege to consider developing any direct-to-streaming titles Sony's studios may develop during this agreement.&nbsp;Netflix has committed to releasing an undisclosed minimum number of such productions, which will add exclusive Sony/Netflix content on top of Sony's continuing theatrical productions.</p><p>The terms of the deal were not disclosed, but Netflix's payments to Sony should be \"record setting\" for a pay-TV distribution window, according to <i>Variety</i>'s anonymous insider sources.</p>","source":"fool_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Netflix Grabs Sony's Pay-TV Movie Deal From Starz</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\">\nNetflix Grabs Sony's Pay-TV Movie Deal From Starz\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-04-09 23:21 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2021/04/09/netflix-grabs-sonys-pay-tv-movie-deal-from-starz/><strong>Anders Bylund</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Video-streaming veteran Netflix (NASDAQ:NFLX) just signed a multiyear content deal with Sony (NYSE:SNE) Pictures Entertainment. Starting in 2022, Sony will move its exclusive pay-TV distribution ...</p>\n\n<a href=\"https://www.fool.com/investing/2021/04/09/netflix-grabs-sonys-pay-tv-movie-deal-from-starz/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"QNETCN":"纳斯达克中美互联网老虎指数","NFLX":"奈飞"},"source_url":"https://www.fool.com/investing/2021/04/09/netflix-grabs-sonys-pay-tv-movie-deal-from-starz/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2126315033","content_text":"Video-streaming veteran Netflix (NASDAQ:NFLX) just signed a multiyear content deal with Sony (NYSE:SNE) Pictures Entertainment. Starting in 2022, Sony will move its exclusive pay-TV distribution window from longtime partner Starz to Netflix, putting the studio's theatrical releases on Netflix's global streaming platform.Sony and Netflix already had a streaming agreement for animated content, but this deal expands that partnership to all genres and production types. Titles making their home entertainment premiere in 2022 on Netflix rather than Lions Gate Entertainment (NYSE:LGF-A) (NYSE:LGF-B) subsidiary Starz will include the Brad Pitt thriller Bullet Train, the ensemble-cast action movie Uncharted, and the Reese Witherspoon-produced murder drama Where the Crawdads Sing.Image source: Getty Images.Netflix will also distribute future titles in Sony's established film franchises such as Venom, Jumanji, and Bad Boys, as well as any other new projects that Sony's several studio brands may come up with. The deal also allows licensing rights for Netflix to show some titles from Sony's enormous back catalog.Furthermore, Netflix gets \"first look\" privilege to consider developing any direct-to-streaming titles Sony's studios may develop during this agreement. Netflix has committed to releasing an undisclosed minimum number of such productions, which will add exclusive Sony/Netflix content on top of Sony's continuing theatrical productions.The terms of the deal were not disclosed, but Netflix's payments to Sony should be \"record setting\" for a pay-TV distribution window, according to Variety's anonymous insider sources.","news_type":1},"isVote":1,"tweetType":1,"viewCount":17,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":347962991,"gmtCreate":1618457276013,"gmtModify":1704711131649,"author":{"id":"3562198169538195","authorId":"3562198169538195","authorIdStr":"3562198169538195","name":"艾迪升","avatar":"https://static.tigerbbs.com/5b8c9747c32f4dd7ba862c988d7e6ec0","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3562198169538195"},"themes":[],"htmlText":"?","listText":"?","text":"?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/347962991","repostId":"1189551384","repostType":4,"repost":{"id":"1189551384","pubTimestamp":1618443691,"share":"https://ttm.financial/m/news/1189551384?lang=&edition=fundamental","pubTime":"2021-04-15 07:41","market":"us","language":"en","title":"S&P 500 falls from record as tech weakness offsets rally in bank shares, Nasdaq closes 1% lower","url":"https://stock-news.laohu8.com/highlight/detail?id=1189551384","media":"CNBC","summary":"The S&P 500 slipped from record levels in volatile trading on Wednesday amid a sell-off in technolog","content":"<div>\n<p>The S&P 500 slipped from record levels in volatile trading on Wednesday amid a sell-off in technology shares, while investors digested the first batch of corporate earnings that largely exceeded ...</p>\n\n<a href=\"https://www.cnbc.com/2021/04/13/stock-market-futures-open-to-close-news.html\">Web Link</a>\n\n</div>\n","source":"cnbc_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>S&P 500 falls from record as tech weakness offsets rally in bank shares, Nasdaq closes 1% lower</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nS&P 500 falls from record as tech weakness offsets rally in bank shares, Nasdaq closes 1% lower\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-04-15 07:41 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.cnbc.com/2021/04/13/stock-market-futures-open-to-close-news.html><strong>CNBC</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>The S&P 500 slipped from record levels in volatile trading on Wednesday amid a sell-off in technology shares, while investors digested the first batch of corporate earnings that largely exceeded ...</p>\n\n<a href=\"https://www.cnbc.com/2021/04/13/stock-market-futures-open-to-close-news.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".IXIC":"NASDAQ Composite",".SPX":"S&P 500 Index","PFE":"辉瑞","WFC":"富国银行","GS":"高盛","NFLX":"奈飞","AAPL":"苹果",".DJI":"道琼斯","TSLA":"特斯拉","JPM":"摩根大通"},"source_url":"https://www.cnbc.com/2021/04/13/stock-market-futures-open-to-close-news.html","is_english":true,"share_image_url":"https://static.laohu8.com/72bb72e1b84c09fca865c6dcb1bbcd16","article_id":"1189551384","content_text":"The S&P 500 slipped from record levels in volatile trading on Wednesday amid a sell-off in technology shares, while investors digested the first batch of corporate earnings that largely exceeded expectations.The broad equity benchmark dipped 0.4% to 4,124.66 after hitting a fresh record high earlier in the session. The Dow Jones Industrial Average gained just 53.62 points, or 0.2%, to 33,730.89. The 30-stock benchmark climbed more than 200 points at one point to touch an all-time high. The Nasdaq Composite fell 1% to 13,857.84.Coinbase’s widely watched direct listing on Wednesday opened at $381 on the Nasdaq and shot up as high as $429, but shares quickly rolled over and closed at $328.28. As Coinbase shares reversed lower, bitcoin fell 1.5% to around $61,930 from a record high of more than $63,800. Crypto investors were hailing the company’s stock market debut as a major milestone for the industry after years of skepticism from Wall Street and regulators.Tesla, a holder of bitcoin and a speculative tech play, fell nearly 4%. Netflix and Facebook dropped more than 2% each, which Amazon, Microsoft and Apple all dipped at least 1%.Strong bank earnings helped support sentiment on Wednesday. Shares of Goldman Sachs climbed more than 2% after the bank blew past analysts’ expectations with record first-quarter net profits and revenues on strong performance from the firm’s equities trading and investment banking units.JPMorgan Chase beat analysts’ estimates on the top and bottom lines, helped by a $5.2 billion benefit from releasing money it had previously set aside for loan losses that didn’t develop. Shares of JPMorgan dipped 1.8%, however, paring its 2021 gains to 19%.Wells Fargo also reported earnings and revenue that exceeded expectations for its first quarter.The stock rallied 5.5%.“The first wave of Q1 big bank results look pretty much as strong as most analysts had expected – even stronger actually,” said JJ Kinahan, chief market strategist at TD Ameritrade. “It’s possible that we’re in a powerful market that’s in a forgiving mood when it comes to bad news. The path of least resistance for stocks continues to seem to be to go higher, with the market climbing a wall of worries that just doesn’t go away.”Bank stocks have risen sharply so far this year, with the S&P 500 financials sector gaining nearly 20%, easily outpacing the S&P 500.In other news, Federal Reserve Chair Jerome Powell on Wednesday said the central bank will reduce its bond purchases likely well before it hikes interest rates.“We will reach the time at which we will taper asset purchases when we have made substantial further progress towards our goals from last December,” Powell said to the Economic Club of Washington. “That would in all likelihood be before, well before, the time we would consider raising interest rates. We have not voted on that order but that is the sense of the guidance.”On Tuesday, the Food and Drug Administration called for a pause in administering J&J’s Covid-19 vaccine after six people in the U.S. developed a rare disorder involving blood clots. The announcement triggered a sell-off in reopening plays like airlines and cruise line operators.Pfizer CEO Albert Bourla said the drugmaker can deliver 10% more vaccine doses to the U.S. by the end of May than previously expected. Plus, Moderna said its Covid-19 vaccine was more than 90% effective at protecting against the virus six months after a person’s second shot.","news_type":1},"isVote":1,"tweetType":1,"viewCount":176,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":340158695,"gmtCreate":1617361224517,"gmtModify":1704699175942,"author":{"id":"3562198169538195","authorId":"3562198169538195","authorIdStr":"3562198169538195","name":"艾迪升","avatar":"https://static.tigerbbs.com/5b8c9747c32f4dd7ba862c988d7e6ec0","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3562198169538195"},"themes":[],"htmlText":"?","listText":"?","text":"?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/340158695","repostId":"1112964874","repostType":4,"repost":{"id":"1112964874","pubTimestamp":1617358490,"share":"https://ttm.financial/m/news/1112964874?lang=&edition=fundamental","pubTime":"2021-04-02 18:14","market":"us","language":"en","title":"Value Stocks Have Roared Back. Here Are 6 Funds for the Rally’s Next Stage","url":"https://stock-news.laohu8.com/highlight/detail?id=1112964874","media":"Barron's","summary":"Value managers are in the midst of what finally looks like a comeback. The questions for investors n","content":"<p>Value managers are in the midst of what finally looks like a comeback. The questions for investors now are just how long this value recovery can last, and how best to ride it.</p><p>The recovery comes as investors peel themselves away from pricey growth stocks to add some of the cheaper companies that are well positioned for a global economic rebound as the world emerges from the pandemic. And it follows a decade of underperformance that has been hard on the most battle-hardy contrarians. Storied value fund firms—including GMO, Royce Investment Partners, and Third Avenue Management—have suffered sharp outflows over the past decade, according toMorningstar.International Value Advisers, better known as IVA, announced in March that it would liquidate its two funds and shut down. Other value funds have shuttered or gravitated toward growthier fare in order to survive.</p><p>Yet things seem different now. Over the past couple of months, the Russell 1000 Value has outperformed the Russell 1000 Growth by the biggest margin in about two decades. That has offered some redemption for veteran value managers, such as the $28 billionOakmark International(ticker: OAKIX) manager David Herro, who recalls the pushback last spring when he gave clients his rationale for buyingDaimler(DAI.Germany) as its price cratered.</p><p>“Clients were saying, ‘Don’t you know we are going into a recession?’ You have to have the courage of conviction,” says Herro, who cited the company’s strong balance sheet and management. “If you didn’t stay true to your ditty, you don’t get the recovery we experienced in the second and fourth quarters.”</p><p>And what a recovery it has been. Funds like Herro’s saw returns of 50% or greater in the past year, repairing long-term performance records that had been tarnished by the past decade’s rough patch. Value, of course, comes in different flavors, and the recovery so far has been kindest to value managers who loaded up on deeply unloved materials, energy, and financial companies.</p><p>Rising interest rates have been a major catalyst for the shift toward value. But valuations, a recovery in profits, and portfolios that are underweight value stocks could keep the momentum going. However, the type of value stock that does better could shift as the year goes on, from lower-quality to higher-quality stocks that boast stronger returns on assets, equity, and capital, according to a recent client note from Bank of America strategist Savita Subramanian.</p><p>Investors looking to benefit from a value comeback might want a mix of funds positioned from the different stages of the recovery, in the U.S. and abroad. Here are six funds run by veteran managers with strong track records that have also done well in the past year’s rebound.</p><p>The $4.3 billionNeuberger Berman Large Cap Valuefund (NPNAX) bet big last year on some of the market’s most unloved sectors and reaped the rewards, returning 84% in the past year and beating 96% of its Morningstar peers.</p><p>Manager Eli Salzmann focused on sectors like materials, especially copper and gold, that have been starved for capital in recent years as money flocked to technology and consumer-discretionary companies. That “capacity deprivation” sets the stage for sharp margin growth as demand recovers for companies like Freeport-McMoRan (FCX). Not only does the copper miner benefit from a global economic recovery, but it’s also a backdoor into the shift to electric vehicles and clean energy—transitions that will require more copper and could extend the traditional recovery cycle, says Salzmann.</p><p>A similar trend is at play in energy, a sector that Salzmann says is learning from its mistakes, as companies allocate 60% to 80% of cash flows, rather than all of it, to capital spending.Exxon Mobil(XOM) has been a “dog of the dogs,” pursuing an aggressive growth strategy when investors wanted discipline and a focus on free cash flow, Salzmann says. But now, the company, a top holding, is focusing on its core business and has the right asset mix.</p><p>When the market fretted over the risks on banks’ loan portfolios last spring, Salzmann went on a shopping spree, adding to financials, including global giants likeBank of America(BAC) andJPMorgan Chase(JPM), as well as regional banks likeTruist Financial(TFC),Comerica(CMA), andRegions Financial(RF) that should get a bigger boost from loan growth and rising interest rates. Salzmann sees a more protracted, broader value recovery as the market enters a higher interest-rate environment amid the unprecedented amounts of fiscal and monetary policy around the world, as well as a period of deglobalization and increased protectionism that will raise prices.</p><p>Like Salzmann, Herro has been hunting in deeply unloved parts of the market—but abroad. That has taken him to continental Europe and the United Kingdom, which investors have neglected for roughly a decade amid concerns about defaults in countries like Greece, political volatility, and, more recently, Brexit. “It’s almost like the perfect storm after 10 years of a drought. Brexit is behind us, and a lot of what ailed European and international value is now in the rearview,” Herro says.</p><p>As the U.K. recovers from the pandemic and settles into life outside the European Union, Herro says strong and “severely overcapitalized” banks likeLloyds Banking Group(LYG) andNatWest Group(NWG) will benefit from pent-up demand for investing and borrowing that had been put off amid Brexit uncertainty.</p><p>Herro has also waded into Chinese internet companies during the sector’s rout in the past year.Alibaba GroupHolding (BABA) andTencent Holdings(700.Hong Kong), which Herro owns through South African internet groupNaspers(NPN.South Africa), have been hit hard in the past year amid regulatory concerns at home and geopolitical tensions with the U.S., creating value in companies with strong business models, he says.</p><p>Sarah Ketterer, co-manager of the $5.8 billionCauseway International Value(CIVVX), isn’t shopping much in the most battered sectors and isn’t sold on a meaningful rise in interest rates. Ketterer also thinks that the party in cyclicals may be winding down, especially after the 80% gains globally in these economically sensitive stocks since the first Covid-19 vaccine won approval late last year—another reason that traditional value sectors like financials and energy don’t interest her much. These sectors also face constraints to their growth, with energy, for example, facing an expensive long-term transition away from fossil fuels.</p><p>Instead, Ketterer sees more value these days in European drugmakers likeSanofi(SAN.France),Novartis(NOVN.Switzerland), andRoche Holding(ROG.Switzerland), which have suffered amid postponed elective surgeries and doctors’ visits. The companies are positioned for a recovery but also for a world where vaccines become more important, and ample free cash flow gives these companies the wherewithal to buy machine learning and other tools to speed up drug discovery and cut costs, says Ketterer.</p><p>Technology companies likeSAP(SAP) are also on her radar. “It’s a legacy software vendor—about as negative as it gets—but 70% of revenues are sticky,” Ketterer says. Plus, Ketterer says the company is led by a young, dynamic CEO, Christian Klein, who is in the early stages of a cloud transition and also taking subsidiaries public, creating what she describes as “one of those rare opportunities.”</p><p>Unlike Ketterer,Dodge &amp; Cox International Stock(DODFX) co-manager Diana Strandberg still sees upside in some of the cyclical sectors that have led the recovery—like financials, which account for 30% of the fund, including holdings such asBNP Paribas(BNP.France) andUBS Group(UBSG.Switzerland), and emerging market banks like India’sICICI Bank(IBN).</p><p>Many European and emerging market banks have spent the past decade rebuilding their capital and balance sheets, increasing their returns on assets and earnings power—and doing it in Europe against a negative interest-rate backdrop. Yet Strandberg says investors haven’t noticed that these banks aren’t what they were during the financial crisis. Earnings revisions are rising, yet many still trade at eight to 10 times earnings. Plus, since banks had to hold off on dividends and buybacks during the pandemic, Strandberg sees the possibility of these companies becoming big income stocks as capital distributions are resumed.</p><p>However, Strandberg cautions against a dogmatic approach and focusing on labels like deep value or relative value—or even classifying certain sectors or companies as value. The $42 billion value fund, which has about a fifth of assets in emerging markets, returned 4.6% on average over the past 15 years, beating 93% of its peers. “Labels are dangerous when you are investing,” Strandberg says. “The starting point matters, and that’s why we are always measuring valuations and fundamentals, but we keep an open mind and not just think we are a value manager so we buy ‘value’ stocks—not only is that changing, but also sometimes stocks are cheap because they should be.”</p><p>More recently, Strandberg and team have favored pharmaceuticals over consumer staples. While their valuations are similar, Strandberg sees greater upside from drugmakers’ research and development. She has favored companies that are in the midst of a restructuring or ones that are focused on areas like vaccines, immunology, and rare diseases that are more protected from regulatory concerns.</p><p>Restructuring opportunities are also attractive to T. Rowe Price Value (TRVLX) fund manager Mark Finn. He has been focusing lately on companies in the middle of the value spectrum—those not facing long-term problems—that are misunderstood or addressing self-inflicted problems, likeGeneral Electric(GE), which had made some ill-timed acquisitions and saddled its balance sheet with leverage. Now, though, Finn says that CEO Larry Culp is fixing many of the issues, and the company includes strong businesses like aircraft engines, power, and healthcare.</p><p>Finn, whose fund returned an average annual 12.1% over the past decade to beat 92% of peers, scooped up banks, discount retailers, and industrials likeDeere(DE) andCaterpillar(CAT) last spring, but is now looking elsewhere. “The cyclicals don’t scream real cheap right now. There’s a lot of optimism built into those.”</p><p>Instead, Finn sees more value in companies likeProcter &amp; Gamble(PG). The company is cheap, at 20 times cash flow, compared with its historical valuation and is in the midst of a turnaround. It has taken share in its major markets and has an underleveraged balance sheet, Finn says.</p><p>He also likes utilities such asDominion Energy(D) andXcel Energy(XEL) that have been hit as investors pursue higher-yielding options amid rising interest rates. Also attractive:Sherwin-Williams(SHW), which he says is cheap compared with historical valuations and tethered to the home-building and remodeling boom.</p><p>While not traditional value fare, technology companies, includingFacebook(FB) andSalesforce.com(CRM), have drawn Finn’s attention. He says Salesforce has a great business model that is well positioned for the recovery, but the stock is in investor no-man’s land, ignored by growth investors and not on value managers’ radar, even though it is in the Russell 1000 Value index.</p><p>Technology is also a heavy weighting at the $4 billionParnassus Endeavorfund (PARWX), which has beaten 98% of its peers over the past year without owning any energy or materials stocks. Since taking the sole reins after sustainable-investing pioneer Jerome Dodson’s retirement, fund manager Billy Hwan has increased risk management, reducing the heavy concentration in chip companies. Hwan has reallocated some of that money to higher-quality software and service companies likePaychex(PAYX), which he says is well positioned to help companies navigate remote work, flexible hours, and contractor relationships. While chip companies face a risk from continuing U.S.-China tensions, since they get more than half of sales from China, efforts to bolster U.S. chip production could help holdings likeMicron Technology(MU) andIntel(INTC).</p><p>The fund, which integrates environmental, social, and governance factors into its analysis, steers clear of deep value and areas in secular decline, instead focusing on higher-quality stocks that are misunderstood, likeHanesbrands(HBI). The company had struggled with acquisitions and competition in its underwear business, but new management is reducing the amount of products it sells and focusing on its fast-growing Champion brand, while also trying to cater to a younger demographics, Hwan says.</p><p>Stimulus has helped cushion household savings and given consumers a bit more to spend as they emerge from the pandemic. Hwan sees 2021 as the year of the consumer, a reason that 10% of the fund is in consumer credit companies likeMastercard(MA),American Express(AXP), andCapital One Financial(COF).</p><p>For investors looking for comparisons with other value rallies, Hwan sees more similarities between the current comeback and the one in 2000 after the dot-com bubble burst, than the recovery after the global financial crisis that tripped up value managers. “There’s nothing structurally wrong with the economy in terms of credit” as there was after the financial crisis, he says, “so I think the value rotation could last several years.”</p><p>Only time will tell whether he’s correct in his assessment, but investors may want to take a more holistic view of value as they try to ride the recovery in the near term.</p><p><b>Searching for Value</b></p><p>As the value rally runs on, investors should start gearing up for a shift in the nature of stocks that perform best. Here are six value-focused funds positioned to capitalize on different stages of the recovery.</p><p><img src=\"https://static.tigerbbs.com/777263e6adccebc217617670fa958673\" tg-width=\"638\" tg-height=\"698\" referrerpolicy=\"no-referrer\"><img src=\"https://static.tigerbbs.com/b6835876c5ae79da6f50d326590d76e1\" tg-width=\"636\" tg-height=\"362\" referrerpolicy=\"no-referrer\"></p><p></p>","source":"lsy1610680873436","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Value Stocks Have Roared Back. Here Are 6 Funds for the Rally’s Next Stage</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\">\nValue Stocks Have Roared Back. Here Are 6 Funds for the Rally’s Next Stage\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-04-02 18:14 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.barrons.com/articles/value-stocks-have-roared-back-here-are-6-funds-for-the-rallys-next-stage-51617289914?mod=hp_columnists><strong>Barron's</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Value managers are in the midst of what finally looks like a comeback. The questions for investors now are just how long this value recovery can last, and how best to ride it.The recovery comes as ...</p>\n\n<a href=\"https://www.barrons.com/articles/value-stocks-have-roared-back-here-are-6-funds-for-the-rallys-next-stage-51617289914?mod=hp_columnists\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{},"source_url":"https://www.barrons.com/articles/value-stocks-have-roared-back-here-are-6-funds-for-the-rallys-next-stage-51617289914?mod=hp_columnists","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1112964874","content_text":"Value managers are in the midst of what finally looks like a comeback. The questions for investors now are just how long this value recovery can last, and how best to ride it.The recovery comes as investors peel themselves away from pricey growth stocks to add some of the cheaper companies that are well positioned for a global economic rebound as the world emerges from the pandemic. And it follows a decade of underperformance that has been hard on the most battle-hardy contrarians. Storied value fund firms—including GMO, Royce Investment Partners, and Third Avenue Management—have suffered sharp outflows over the past decade, according toMorningstar.International Value Advisers, better known as IVA, announced in March that it would liquidate its two funds and shut down. Other value funds have shuttered or gravitated toward growthier fare in order to survive.Yet things seem different now. Over the past couple of months, the Russell 1000 Value has outperformed the Russell 1000 Growth by the biggest margin in about two decades. That has offered some redemption for veteran value managers, such as the $28 billionOakmark International(ticker: OAKIX) manager David Herro, who recalls the pushback last spring when he gave clients his rationale for buyingDaimler(DAI.Germany) as its price cratered.“Clients were saying, ‘Don’t you know we are going into a recession?’ You have to have the courage of conviction,” says Herro, who cited the company’s strong balance sheet and management. “If you didn’t stay true to your ditty, you don’t get the recovery we experienced in the second and fourth quarters.”And what a recovery it has been. Funds like Herro’s saw returns of 50% or greater in the past year, repairing long-term performance records that had been tarnished by the past decade’s rough patch. Value, of course, comes in different flavors, and the recovery so far has been kindest to value managers who loaded up on deeply unloved materials, energy, and financial companies.Rising interest rates have been a major catalyst for the shift toward value. But valuations, a recovery in profits, and portfolios that are underweight value stocks could keep the momentum going. However, the type of value stock that does better could shift as the year goes on, from lower-quality to higher-quality stocks that boast stronger returns on assets, equity, and capital, according to a recent client note from Bank of America strategist Savita Subramanian.Investors looking to benefit from a value comeback might want a mix of funds positioned from the different stages of the recovery, in the U.S. and abroad. Here are six funds run by veteran managers with strong track records that have also done well in the past year’s rebound.The $4.3 billionNeuberger Berman Large Cap Valuefund (NPNAX) bet big last year on some of the market’s most unloved sectors and reaped the rewards, returning 84% in the past year and beating 96% of its Morningstar peers.Manager Eli Salzmann focused on sectors like materials, especially copper and gold, that have been starved for capital in recent years as money flocked to technology and consumer-discretionary companies. That “capacity deprivation” sets the stage for sharp margin growth as demand recovers for companies like Freeport-McMoRan (FCX). Not only does the copper miner benefit from a global economic recovery, but it’s also a backdoor into the shift to electric vehicles and clean energy—transitions that will require more copper and could extend the traditional recovery cycle, says Salzmann.A similar trend is at play in energy, a sector that Salzmann says is learning from its mistakes, as companies allocate 60% to 80% of cash flows, rather than all of it, to capital spending.Exxon Mobil(XOM) has been a “dog of the dogs,” pursuing an aggressive growth strategy when investors wanted discipline and a focus on free cash flow, Salzmann says. But now, the company, a top holding, is focusing on its core business and has the right asset mix.When the market fretted over the risks on banks’ loan portfolios last spring, Salzmann went on a shopping spree, adding to financials, including global giants likeBank of America(BAC) andJPMorgan Chase(JPM), as well as regional banks likeTruist Financial(TFC),Comerica(CMA), andRegions Financial(RF) that should get a bigger boost from loan growth and rising interest rates. Salzmann sees a more protracted, broader value recovery as the market enters a higher interest-rate environment amid the unprecedented amounts of fiscal and monetary policy around the world, as well as a period of deglobalization and increased protectionism that will raise prices.Like Salzmann, Herro has been hunting in deeply unloved parts of the market—but abroad. That has taken him to continental Europe and the United Kingdom, which investors have neglected for roughly a decade amid concerns about defaults in countries like Greece, political volatility, and, more recently, Brexit. “It’s almost like the perfect storm after 10 years of a drought. Brexit is behind us, and a lot of what ailed European and international value is now in the rearview,” Herro says.As the U.K. recovers from the pandemic and settles into life outside the European Union, Herro says strong and “severely overcapitalized” banks likeLloyds Banking Group(LYG) andNatWest Group(NWG) will benefit from pent-up demand for investing and borrowing that had been put off amid Brexit uncertainty.Herro has also waded into Chinese internet companies during the sector’s rout in the past year.Alibaba GroupHolding (BABA) andTencent Holdings(700.Hong Kong), which Herro owns through South African internet groupNaspers(NPN.South Africa), have been hit hard in the past year amid regulatory concerns at home and geopolitical tensions with the U.S., creating value in companies with strong business models, he says.Sarah Ketterer, co-manager of the $5.8 billionCauseway International Value(CIVVX), isn’t shopping much in the most battered sectors and isn’t sold on a meaningful rise in interest rates. Ketterer also thinks that the party in cyclicals may be winding down, especially after the 80% gains globally in these economically sensitive stocks since the first Covid-19 vaccine won approval late last year—another reason that traditional value sectors like financials and energy don’t interest her much. These sectors also face constraints to their growth, with energy, for example, facing an expensive long-term transition away from fossil fuels.Instead, Ketterer sees more value these days in European drugmakers likeSanofi(SAN.France),Novartis(NOVN.Switzerland), andRoche Holding(ROG.Switzerland), which have suffered amid postponed elective surgeries and doctors’ visits. The companies are positioned for a recovery but also for a world where vaccines become more important, and ample free cash flow gives these companies the wherewithal to buy machine learning and other tools to speed up drug discovery and cut costs, says Ketterer.Technology companies likeSAP(SAP) are also on her radar. “It’s a legacy software vendor—about as negative as it gets—but 70% of revenues are sticky,” Ketterer says. Plus, Ketterer says the company is led by a young, dynamic CEO, Christian Klein, who is in the early stages of a cloud transition and also taking subsidiaries public, creating what she describes as “one of those rare opportunities.”Unlike Ketterer,Dodge & Cox International Stock(DODFX) co-manager Diana Strandberg still sees upside in some of the cyclical sectors that have led the recovery—like financials, which account for 30% of the fund, including holdings such asBNP Paribas(BNP.France) andUBS Group(UBSG.Switzerland), and emerging market banks like India’sICICI Bank(IBN).Many European and emerging market banks have spent the past decade rebuilding their capital and balance sheets, increasing their returns on assets and earnings power—and doing it in Europe against a negative interest-rate backdrop. Yet Strandberg says investors haven’t noticed that these banks aren’t what they were during the financial crisis. Earnings revisions are rising, yet many still trade at eight to 10 times earnings. Plus, since banks had to hold off on dividends and buybacks during the pandemic, Strandberg sees the possibility of these companies becoming big income stocks as capital distributions are resumed.However, Strandberg cautions against a dogmatic approach and focusing on labels like deep value or relative value—or even classifying certain sectors or companies as value. The $42 billion value fund, which has about a fifth of assets in emerging markets, returned 4.6% on average over the past 15 years, beating 93% of its peers. “Labels are dangerous when you are investing,” Strandberg says. “The starting point matters, and that’s why we are always measuring valuations and fundamentals, but we keep an open mind and not just think we are a value manager so we buy ‘value’ stocks—not only is that changing, but also sometimes stocks are cheap because they should be.”More recently, Strandberg and team have favored pharmaceuticals over consumer staples. While their valuations are similar, Strandberg sees greater upside from drugmakers’ research and development. She has favored companies that are in the midst of a restructuring or ones that are focused on areas like vaccines, immunology, and rare diseases that are more protected from regulatory concerns.Restructuring opportunities are also attractive to T. Rowe Price Value (TRVLX) fund manager Mark Finn. He has been focusing lately on companies in the middle of the value spectrum—those not facing long-term problems—that are misunderstood or addressing self-inflicted problems, likeGeneral Electric(GE), which had made some ill-timed acquisitions and saddled its balance sheet with leverage. Now, though, Finn says that CEO Larry Culp is fixing many of the issues, and the company includes strong businesses like aircraft engines, power, and healthcare.Finn, whose fund returned an average annual 12.1% over the past decade to beat 92% of peers, scooped up banks, discount retailers, and industrials likeDeere(DE) andCaterpillar(CAT) last spring, but is now looking elsewhere. “The cyclicals don’t scream real cheap right now. There’s a lot of optimism built into those.”Instead, Finn sees more value in companies likeProcter & Gamble(PG). The company is cheap, at 20 times cash flow, compared with its historical valuation and is in the midst of a turnaround. It has taken share in its major markets and has an underleveraged balance sheet, Finn says.He also likes utilities such asDominion Energy(D) andXcel Energy(XEL) that have been hit as investors pursue higher-yielding options amid rising interest rates. Also attractive:Sherwin-Williams(SHW), which he says is cheap compared with historical valuations and tethered to the home-building and remodeling boom.While not traditional value fare, technology companies, includingFacebook(FB) andSalesforce.com(CRM), have drawn Finn’s attention. He says Salesforce has a great business model that is well positioned for the recovery, but the stock is in investor no-man’s land, ignored by growth investors and not on value managers’ radar, even though it is in the Russell 1000 Value index.Technology is also a heavy weighting at the $4 billionParnassus Endeavorfund (PARWX), which has beaten 98% of its peers over the past year without owning any energy or materials stocks. Since taking the sole reins after sustainable-investing pioneer Jerome Dodson’s retirement, fund manager Billy Hwan has increased risk management, reducing the heavy concentration in chip companies. Hwan has reallocated some of that money to higher-quality software and service companies likePaychex(PAYX), which he says is well positioned to help companies navigate remote work, flexible hours, and contractor relationships. While chip companies face a risk from continuing U.S.-China tensions, since they get more than half of sales from China, efforts to bolster U.S. chip production could help holdings likeMicron Technology(MU) andIntel(INTC).The fund, which integrates environmental, social, and governance factors into its analysis, steers clear of deep value and areas in secular decline, instead focusing on higher-quality stocks that are misunderstood, likeHanesbrands(HBI). The company had struggled with acquisitions and competition in its underwear business, but new management is reducing the amount of products it sells and focusing on its fast-growing Champion brand, while also trying to cater to a younger demographics, Hwan says.Stimulus has helped cushion household savings and given consumers a bit more to spend as they emerge from the pandemic. Hwan sees 2021 as the year of the consumer, a reason that 10% of the fund is in consumer credit companies likeMastercard(MA),American Express(AXP), andCapital One Financial(COF).For investors looking for comparisons with other value rallies, Hwan sees more similarities between the current comeback and the one in 2000 after the dot-com bubble burst, than the recovery after the global financial crisis that tripped up value managers. “There’s nothing structurally wrong with the economy in terms of credit” as there was after the financial crisis, he says, “so I think the value rotation could last several years.”Only time will tell whether he’s correct in his assessment, but investors may want to take a more holistic view of value as they try to ride the recovery in the near term.Searching for ValueAs the value rally runs on, investors should start gearing up for a shift in the nature of stocks that perform best. Here are six value-focused funds positioned to capitalize on different stages of the recovery.","news_type":1},"isVote":1,"tweetType":1,"viewCount":74,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":357621788,"gmtCreate":1617269259044,"gmtModify":1704698068578,"author":{"id":"3562198169538195","authorId":"3562198169538195","authorIdStr":"3562198169538195","name":"艾迪升","avatar":"https://static.tigerbbs.com/5b8c9747c32f4dd7ba862c988d7e6ec0","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3562198169538195"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/ARKX\">$ARK Space Exploration &amp; Innovation ETF(ARKX)$</a>Flying to the Moon ??????","listText":"<a href=\"https://laohu8.com/S/ARKX\">$ARK Space Exploration &amp; Innovation ETF(ARKX)$</a>Flying to the Moon ??????","text":"$ARK Space Exploration & Innovation ETF(ARKX)$Flying to the Moon ??????","images":[{"img":"https://static.tigerbbs.com/3cae9fd341c647f609bf31298d0c89ec","width":"1080","height":"1920"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/357621788","isVote":1,"tweetType":1,"viewCount":155,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":321507741,"gmtCreate":1615448036183,"gmtModify":1704782877800,"author":{"id":"3562198169538195","authorId":"3562198169538195","authorIdStr":"3562198169538195","name":"艾迪升","avatar":"https://static.tigerbbs.com/5b8c9747c32f4dd7ba862c988d7e6ec0","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3562198169538195"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/BVA.SI\">$TOP GLOVE CORPORATION BHD(BVA.SI)$</a>Keep it up?","listText":"<a href=\"https://laohu8.com/S/BVA.SI\">$TOP GLOVE CORPORATION BHD(BVA.SI)$</a>Keep it up?","text":"$TOP GLOVE CORPORATION BHD(BVA.SI)$Keep it up?","images":[{"img":"https://static.tigerbbs.com/c60a80bd6801b8092968ef0f713a95f2","width":"1080","height":"1920"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/321507741","isVote":1,"tweetType":1,"viewCount":59,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":344972291,"gmtCreate":1618372082913,"gmtModify":1704709809919,"author":{"id":"3562198169538195","authorId":"3562198169538195","authorIdStr":"3562198169538195","name":"艾迪升","avatar":"https://static.tigerbbs.com/5b8c9747c32f4dd7ba862c988d7e6ec0","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3562198169538195"},"themes":[],"htmlText":"Great ariticle, would you like to share it?","listText":"Great ariticle, would you like to share it?","text":"Great ariticle, would you like to share it?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/344972291","repostId":"2127454000","repostType":4,"repost":{"id":"2127454000","pubTimestamp":1618364092,"share":"https://ttm.financial/m/news/2127454000?lang=&edition=fundamental","pubTime":"2021-04-14 09:34","market":"us","language":"en","title":"Coinbase IPO: Everything you need to know about the ‘watershed moment’ in crypto","url":"https://stock-news.laohu8.com/highlight/detail?id=2127454000","media":"MarketWatch","summary":"'That said, investing in Coinbase is not for the faint of heart, as the business--and the stock--wil","content":"<p>'That said, investing in Coinbase is not for the faint of heart, as the business--and the stock--will likely see dramatic, potentially protracted, swings,' MoffettNathanson's Ellis writes</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/9a8244209cb653b4d9e43e2d729863b9\" tg-width=\"620\" tg-height=\"414\" referrerpolicy=\"no-referrer\"><span>Here comes the Coinbase IPO! Photographer: Tiffany Hagler-Geard/Bloomberg</span></p><p>Coinbase is the talk of Wall Street, as the largest crypto platform in the U.S. gears up for its public debut on a traditional exchange Wednesday, through a direct listing.</p><p>There is no doubt that the public offering of Coinbase is a big deal in the world of crypto. The company was created just over a decade ago with the genesis of bitcoin  and is now in the midst of a moment that many in the industry have described as a tipping point .</p><p>There are few ways to get direct ownership of crypto currencies, outside of buying them directly, a service that Coinbase provides for a fee, and what investors appear willing to be pay up for.</p><p>Leeor Shimron, analyst at FundStrat Global Advisors, described the Coinbase listing as seminal. \"Coinbase's direct listing is a watershed moment for the crypto industry.\"</p><p>Wedbush analyst Dan Ives said the listing is a reflection of the crypto's mainstream evolution.</p><p>\"Coinbase is a foundational piece of the crypto ecosystem and is a barometer for the growing mainstream adoption of Bitcoin and crypto for the coming years in our opinion,\" he wrote in a research note Tuesday.</p><p>Some caution that the implied valuations for Coinbase as a crypto exchange are too lofty , the parent company of the New York Stock Exchange.</p><p>In a direct listing, a company floats its shares on a stock exchange, but without hiring banks to underwrite the transaction, like in an IPO.</p><p>Here's what you need to know about the coming offering.</p><p><b>What is Coinbase?</b></p><p>The Silicon Valley crypto exchange was co-founded in 2012 by Brian Armstrong, 38, who runs the platform as chief executive. Fred Ehrsam, a Coinbase director, also helped to create the company.</p><p>According to Forbes , Armstrong's networth is currently $6.5 billion based on his ownership in the company and his wealth is likely to increase if the direct listing goes off successfully.</p><p><b>When will Coinbase go public?</b></p><p>Coinbase will list on April 14. The precise timing of the list isn't clear but <a href=\"https://laohu8.com/S/PLTR\">Palantir Technologies Inc.</a>'s (PLTR)direct listing   after 1:30 p.m. Eastern Time.</p><p><b>Where will it list?</b></p><p>Coinbase is set to go public on the Nasdaq under the ticker symbol \"COIN\" as a direct listing, meaning it isn't raising any new money, as a company would under a traditional IPO.</p><p>Coinbase is the Nasdaq's first major direct listing, with Spotify <a href=\"https://laohu8.com/S/SPOT\">$(SPOT)$</a>, <a href=\"https://laohu8.com/S/WORK\">Slack Technologies</a> (WORK) and most recently Palantir Technologies (PLTR) all opting to directly list at the NYSE.</p><p><b>Valuations?</b></p><p>Valuations for Coinbase vary from $50 billion to $150 billion based on some decentralized crypto platforms that attempt to replicate how the company's shares might trade. At the top end of the spectrum, Coinbase would be bigger than a number of U.S. exchanges, including ICE, Nasdaq, CME Group <a href=\"https://laohu8.com/S/CME\">$(CME)$</a> and Cboe Global Markets <a href=\"https://laohu8.com/S/CBOE\">$(CBOE)$</a>.</p><p><img src=\"https://static.tigerbbs.com/d2200134a14a3d37a8a656d85f6906c0\" tg-width=\"955\" tg-height=\"657\" referrerpolicy=\"no-referrer\"></p><p>David Trainer, CEO of New Constructs, an investment research firm, said the crypto platform's value is ridiculously high. \"Even though Coinbase's revenue surged over the past 12 months, the company has little-to-no-chance of meeting the future profit expectations that are baked into its ridiculously high expected valuation of $100 billion,\" he said.</p><p>\"Coinbase's expected valuation of $100 billion implies that its revenue will be 1.5x the combined 2020 revenues of two of the most established exchanges in the marketplace, Nasdaq Inc. <a href=\"https://laohu8.com/S/NDAQ\">$(NDAQ)$</a> and Intercontinental Exchange <a href=\"https://laohu8.com/S/ICE\">$(ICE)$</a>, the parent company of the New York Stock Exchange,\" he said.</p><p>Trainer said that based on his calculation, Coinbase's valuation should be closer to $18.9 billion--an 81% decrease from the $100 billion expected valuation.</p><p><b>'Not for the faint of heart'</b></p><p>MoffettNathanson analyst Lisa Ellis explained to MarketWatch why the offering is, as she describes it \"not for the faint of heart,\" but why she initiated coverage of the exchange at a buy with a price-target of $600, even before it sees its first trade on the Nasdaq.</p><p>\"I'm super super bullish on Coinbase...because you get the sense that they are a market leader in the space and crypto agnostic,\" she said.</p><p>That said, she acknowledges that currently 90% of Coinbase's revenues are derived directly from retail trading, with most in the U.S. and trading centered primarily on the two largest cryptos: bitcoin and Ether  on the ethereum blockchain.</p><p>\"So the implications is that Coinbase's revenues are correlated with the level of activity in cryto currency and especially bitcoin and ether.\"</p><p>Ellis says investors need to have at least a one-year long-term investment strategy in bitcoin, which could still go to zero by some bearish accounts, but a three-year outlook is even better, because the crypto complex has tended to operate in three-year cycles of boom and then bust.</p><p><b>Validation for crypto or a top?</b></p><p>Some bulls see Coinbase as validation for the nascent crpyto industry.</p><p>Alex Mashinsky, head of crypto-lending and trading platform Celsius Network, put it this way:</p><p>\"We look at the Coinbase listing as an additional validation of the space, and a major PR opportunity for the entire industry to shine as the future of finance,\" he told MarketWatch via email.</p><p>\"Coinbase has more users and more revenues than many of the largest Wall Street players and is more profitable than any major exchange, and this validation puts most skeptics at a crossroads having to re-evaluate their denial and frustration with the disruption coming at them from all sides.\"</p><p>Others suggest that it may prove a new top for the market and put crypto prices under pressure after a precipitous rally in recent days and a fresh record for bitcoin.</p><p>Yves Lamoureux, the president of Montreal-based macroeconomic research firm Lamoureux &amp; Co., told MarketWatch that he is fearful that too much euphoria surrounds bitcoin and crypto and sees it due for a retrenchment as a result. \"Can you find out-there anyone with a bearish viewpoint?\" he asked. \"A resounding no,\" said Lamoureux.</p><p><b>Is Coinbase the largest crypto exchange?</b></p><p>Coinbase is the second-largest crypto platform, but the largest in the U.S., by volume. The title of largest goes to Binance, which sees $47 billion in crypto trading volume in a 24-hour period, according to CoinMarketCap.com .</p><p><b>Who else owns Coinbase?</b></p><p>Venture-capital firm Andreessen Horowitz, is the largest owner of Coinbase, boasting about 25% of Class A shares  and 14%% of Class B. And Marc Andreessen, head of the venture capital outfit, sits on Coinbase's board.</p><p><b>Other facts</b></p><p>For those aiming for an even deeper dive into Coinbase, check out MarketWatch's <a href=\"https://laohu8.com/NW/2116458171\" target=\"_blank\">5 things to know about the company</a>.</p>","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>Coinbase IPO: Everything you need to know about the ‘watershed moment’ in crypto</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nCoinbase IPO: Everything you need to know about the ‘watershed moment’ in crypto\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-04-14 09:34 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.marketwatch.com/story/coinbase-ipo-everything-you-need-to-know-about-the-watershed-moment-in-crypto-11618350086?mod=home-page><strong>MarketWatch</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>'That said, investing in Coinbase is not for the faint of heart, as the business--and the stock--will likely see dramatic, potentially protracted, swings,' MoffettNathanson's Ellis writesHere comes ...</p>\n\n<a href=\"https://www.marketwatch.com/story/coinbase-ipo-everything-you-need-to-know-about-the-watershed-moment-in-crypto-11618350086?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":{"COIN":"Coinbase Global, Inc."},"source_url":"https://www.marketwatch.com/story/coinbase-ipo-everything-you-need-to-know-about-the-watershed-moment-in-crypto-11618350086?mod=home-page","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2127454000","content_text":"'That said, investing in Coinbase is not for the faint of heart, as the business--and the stock--will likely see dramatic, potentially protracted, swings,' MoffettNathanson's Ellis writesHere comes the Coinbase IPO! Photographer: Tiffany Hagler-Geard/BloombergCoinbase is the talk of Wall Street, as the largest crypto platform in the U.S. gears up for its public debut on a traditional exchange Wednesday, through a direct listing.There is no doubt that the public offering of Coinbase is a big deal in the world of crypto. The company was created just over a decade ago with the genesis of bitcoin  and is now in the midst of a moment that many in the industry have described as a tipping point .There are few ways to get direct ownership of crypto currencies, outside of buying them directly, a service that Coinbase provides for a fee, and what investors appear willing to be pay up for.Leeor Shimron, analyst at FundStrat Global Advisors, described the Coinbase listing as seminal. \"Coinbase's direct listing is a watershed moment for the crypto industry.\"Wedbush analyst Dan Ives said the listing is a reflection of the crypto's mainstream evolution.\"Coinbase is a foundational piece of the crypto ecosystem and is a barometer for the growing mainstream adoption of Bitcoin and crypto for the coming years in our opinion,\" he wrote in a research note Tuesday.Some caution that the implied valuations for Coinbase as a crypto exchange are too lofty , the parent company of the New York Stock Exchange.In a direct listing, a company floats its shares on a stock exchange, but without hiring banks to underwrite the transaction, like in an IPO.Here's what you need to know about the coming offering.What is Coinbase?The Silicon Valley crypto exchange was co-founded in 2012 by Brian Armstrong, 38, who runs the platform as chief executive. Fred Ehrsam, a Coinbase director, also helped to create the company.According to Forbes , Armstrong's networth is currently $6.5 billion based on his ownership in the company and his wealth is likely to increase if the direct listing goes off successfully.When will Coinbase go public?Coinbase will list on April 14. The precise timing of the list isn't clear but Palantir Technologies Inc.'s (PLTR)direct listing   after 1:30 p.m. Eastern Time.Where will it list?Coinbase is set to go public on the Nasdaq under the ticker symbol \"COIN\" as a direct listing, meaning it isn't raising any new money, as a company would under a traditional IPO.Coinbase is the Nasdaq's first major direct listing, with Spotify $(SPOT)$, Slack Technologies (WORK) and most recently Palantir Technologies (PLTR) all opting to directly list at the NYSE.Valuations?Valuations for Coinbase vary from $50 billion to $150 billion based on some decentralized crypto platforms that attempt to replicate how the company's shares might trade. At the top end of the spectrum, Coinbase would be bigger than a number of U.S. exchanges, including ICE, Nasdaq, CME Group $(CME)$ and Cboe Global Markets $(CBOE)$.David Trainer, CEO of New Constructs, an investment research firm, said the crypto platform's value is ridiculously high. \"Even though Coinbase's revenue surged over the past 12 months, the company has little-to-no-chance of meeting the future profit expectations that are baked into its ridiculously high expected valuation of $100 billion,\" he said.\"Coinbase's expected valuation of $100 billion implies that its revenue will be 1.5x the combined 2020 revenues of two of the most established exchanges in the marketplace, Nasdaq Inc. $(NDAQ)$ and Intercontinental Exchange $(ICE)$, the parent company of the New York Stock Exchange,\" he said.Trainer said that based on his calculation, Coinbase's valuation should be closer to $18.9 billion--an 81% decrease from the $100 billion expected valuation.'Not for the faint of heart'MoffettNathanson analyst Lisa Ellis explained to MarketWatch why the offering is, as she describes it \"not for the faint of heart,\" but why she initiated coverage of the exchange at a buy with a price-target of $600, even before it sees its first trade on the Nasdaq.\"I'm super super bullish on Coinbase...because you get the sense that they are a market leader in the space and crypto agnostic,\" she said.That said, she acknowledges that currently 90% of Coinbase's revenues are derived directly from retail trading, with most in the U.S. and trading centered primarily on the two largest cryptos: bitcoin and Ether  on the ethereum blockchain.\"So the implications is that Coinbase's revenues are correlated with the level of activity in cryto currency and especially bitcoin and ether.\"Ellis says investors need to have at least a one-year long-term investment strategy in bitcoin, which could still go to zero by some bearish accounts, but a three-year outlook is even better, because the crypto complex has tended to operate in three-year cycles of boom and then bust.Validation for crypto or a top?Some bulls see Coinbase as validation for the nascent crpyto industry.Alex Mashinsky, head of crypto-lending and trading platform Celsius Network, put it this way:\"We look at the Coinbase listing as an additional validation of the space, and a major PR opportunity for the entire industry to shine as the future of finance,\" he told MarketWatch via email.\"Coinbase has more users and more revenues than many of the largest Wall Street players and is more profitable than any major exchange, and this validation puts most skeptics at a crossroads having to re-evaluate their denial and frustration with the disruption coming at them from all sides.\"Others suggest that it may prove a new top for the market and put crypto prices under pressure after a precipitous rally in recent days and a fresh record for bitcoin.Yves Lamoureux, the president of Montreal-based macroeconomic research firm Lamoureux & Co., told MarketWatch that he is fearful that too much euphoria surrounds bitcoin and crypto and sees it due for a retrenchment as a result. \"Can you find out-there anyone with a bearish viewpoint?\" he asked. \"A resounding no,\" said Lamoureux.Is Coinbase the largest crypto exchange?Coinbase is the second-largest crypto platform, but the largest in the U.S., by volume. The title of largest goes to Binance, which sees $47 billion in crypto trading volume in a 24-hour period, according to CoinMarketCap.com .Who else owns Coinbase?Venture-capital firm Andreessen Horowitz, is the largest owner of Coinbase, boasting about 25% of Class A shares  and 14%% of Class B. And Marc Andreessen, head of the venture capital outfit, sits on Coinbase's board.Other factsFor those aiming for an even deeper dive into Coinbase, check out MarketWatch's 5 things to know about the company.","news_type":1},"isVote":1,"tweetType":1,"viewCount":83,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":342842991,"gmtCreate":1618202849013,"gmtModify":1704707462224,"author":{"id":"3562198169538195","authorId":"3562198169538195","authorIdStr":"3562198169538195","name":"艾迪升","avatar":"https://static.tigerbbs.com/5b8c9747c32f4dd7ba862c988d7e6ec0","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3562198169538195"},"themes":[],"htmlText":"Great ariticle, would you like to share it?","listText":"Great ariticle, would you like to share it?","text":"Great ariticle, would you like to share it?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/342842991","repostId":"2126269058","repostType":4,"repost":{"id":"2126269058","pubTimestamp":1618193746,"share":"https://ttm.financial/m/news/2126269058?lang=&edition=fundamental","pubTime":"2021-04-12 10:15","market":"us","language":"en","title":"3 Cathie Wood Stocks That Are Better Than Bitcoin","url":"https://stock-news.laohu8.com/highlight/detail?id=2126269058","media":"Motley Fool","summary":"The cryptocurrency's performance has been incredible, but these stocks could deliver better returns.","content":"<p>The last year has been a wild one for growth investors. Two of the financial world's biggest stories over the last 12 months have been Bitcoin's incredible rally and the success of Cathie Wood's ARK Invest company and its growth-focused exchange-traded funds&nbsp;(ETFs). The value of a single Bitcoin has risen roughly 800% over the last year and is currently at $58,600. Meanwhile the value of the <b><a href=\"https://laohu8.com/S/ARKK\">ARK Innovation ETF</a></b> has risen roughly 170% across the same stretch, a highly impressive performance in its own right.</p><p>Bitcoin has crushed it over the last year. However, three Motley Fool contributors have identified some stocks held within Wood's premier ETF that look primed to outperform Bitcoin. Read on to see why they think that <b>Sea Limited</b> (NYSE:SE), <b><a href=\"https://laohu8.com/S/PYPL\">PayPal</a></b> (NASDAQ:PYPL), and <b>Square</b> (NYSE:SQ) have what it takes to outperform the market's leading cryptocurrency.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/623c11178ea70f1b4f7f5fb4855f424f\" tg-width=\"700\" tg-height=\"393\" referrerpolicy=\"no-referrer\"><span>Image source: Getty Images.</span></p><h2><b>Tapping into big growth trends</b></h2><p><b>Keith Noonan&nbsp;(Sea Limited): </b>Bitcoin's run over the last year has been nothing short of incredible, and Wood's ARK Invest has taken bullish positions in the crypto space that have come to look prescient with hindsight. It's possible that Bitcoin has more huge gains ahead, and the coin has certainly far outperformed where I thought it would be over the last year. However, I generally stick to the Peter Lynch \"invest in what you know\" approach, and the difficulty I have mapping out why Bitcoin should go up or down means there are growth stocks held in ARK funds that I find more appealing.</p><p>It's not that I haven't looked into Bitcoin. I've read and heard about its 21 million hard coin supply cap, hash rates, the Lightning Network, and the related critiques of fiat currency that underpin many arguments for new digital assets. My investing focus skews toward growth stocks that are riskier than the market at large, but at the end of the day, I just don't have a great case for why Bitcoin should be worth more <a href=\"https://laohu8.com/S/AONE.U\">one</a> year from now -- particularly when there are other cryptocurrencies that offer superior functionality in many respects.</p><p>While I'm not super bullish on Bitcoin or the ARK-favored <b>Grayscale Bitcoin Trust</b> (OTC:GBTC), there are stocks in the company's actively managed ETFs that are right up my ally. Sea Limited, for example, is the fifth-largest holding in the ARK Innovation ETF, and I plan on adding the stock to my portfolio in the near future. The Singapore-based tech company has posted stellar gains over the last year, and it appears to be on track to deliver more big wins.</p><p>Sea operates at the intersection of two industries with huge long-term growth potential: e-commerce and interactive entertainment. Its Shopee platform has established a leadership position in Southeast Asia's fast-growing online retail industry, and its&nbsp;<i>Garena Free Fire</i> is one of the world's top-grossing video games.</p><p>Southeast Asia is a geographic market that looks poised for rapid development over the next decade, and Sea has established e-commerce and entertainment offerings that are primed to benefit from macroeconomic and category growth. I wouldn't place bets against Bitcoin, but strong players in the e-commerce and gaming markets currently look like better buys to me.</p><h2>\"Actively managed\" leaves a lot of doors open</h2><p><b>James Brumley</b> <b>(PayPal):</b> Look, I know Wood's<b> <a href=\"https://laohu8.com/S/ARKW\">ARK Next Generation Internet ETF</a></b> (NYSEMKT:ARKW) has a huge stake in Grayscale Bitcoin Trust, which is an easier way to trade the cryptocurrency than buying and selling Bitcoin itself. A few other ARK funds hold a stake in the same trust.</p><p>For a lot of investors, though, ARK's position in so much Bitcoin is a bit misleading.</p><p>See, ARK funds are actively managed exchange-traded funds, which by definition means Wood and her fund managers will sell them when it looks like there's no upside left. As such, these stakes are more of a speculative trade and less of an actual commitment to the premise of cryptocurrency. They only have value to any ARK fund as long as they're growing at an arbitrary price, but instability is one of the last things you want in any currency.</p><p>That's not to suggest there's something wrong with a little speculating. But if you're going to make serious investment bets, it just makes so much more sense to start -- and maybe even finish -- with names you can make at least some sort of earnings-based and growth-based assessment of.</p><p>Take PayPal&nbsp;as an example, and an alternative. Wood's <b><a href=\"https://laohu8.com/S/ARKF\">ARK Fintech Innovation ETF</a></b> (NYSEMKT:ARKF) as well as the ARK Next Generation Internet ETF sold off a bunch of PayPal shares recently. It's still the fintech fund's fourth-biggest holding, though, making it clear that Wood and her management team see something in it. I suspect this year's and next year's projected revenue growth of 20% is a key factor. It's a growth outlook that simply doesn't exist for Bitcoin.</p><h2>This fintech has multiple ways to win</h2><p><b>David Butler</b> <b>(Square):</b> Wood focuses heavily on tech. Investing in her strategy definitely provides the speculation and big potential returns that those interested in cryptocurrencies covet so dearly. Overall, the heavy focus on tech is a bit too concentrated for my tastes, as a shift in sector trends could be significantly troublesome. That being said, Wood has created some great gains in her ARK Innovation ETF, and there are lessons to be learned from it.</p><p>Among Wood's largest holdings, I like Square because of its strategic positioning within e-commerce. Because its services allow businesses to create online stores easily, and link it all with their inventory and marketing, Square serves as a middle man for all kinds of different industries. The company's suite of mobile payment software offers a great deal of utility to the customer. Annual revenue growth has been strong, but 2020 was certainly the biggest year for the company. Sales doubled to $9.48 billion, with earnings more than doubling to $0.84 per diluted share.</p><p>The one catch, of course, is valuation. As with most of these rapidly growing tech names, Square is not cheap, trading at over 300 times last year's earnings. This one is all about the future, and the big premiums are no different than investing in something as unbelievably speculative as Bitcoin. Square offers utility. What does Bitcoin currently offer outside of serving as an artificial digital commodity?</p>","source":"fool_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>3 Cathie Wood Stocks That Are Better Than Bitcoin</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 Cathie Wood Stocks That Are Better Than Bitcoin\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-04-12 10:15 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2021/04/11/3-cathie-wood-stocks-that-are-better-than-bitcoin/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>The last year has been a wild one for growth investors. Two of the financial world's biggest stories over the last 12 months have been Bitcoin's incredible rally and the success of Cathie Wood's ARK ...</p>\n\n<a href=\"https://www.fool.com/investing/2021/04/11/3-cathie-wood-stocks-that-are-better-than-bitcoin/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"ARKK":"ARK Innovation ETF","SE":"Sea Ltd","SQ":"Block","PYPL":"PayPal"},"source_url":"https://www.fool.com/investing/2021/04/11/3-cathie-wood-stocks-that-are-better-than-bitcoin/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2126269058","content_text":"The last year has been a wild one for growth investors. Two of the financial world's biggest stories over the last 12 months have been Bitcoin's incredible rally and the success of Cathie Wood's ARK Invest company and its growth-focused exchange-traded funds (ETFs). The value of a single Bitcoin has risen roughly 800% over the last year and is currently at $58,600. Meanwhile the value of the ARK Innovation ETF has risen roughly 170% across the same stretch, a highly impressive performance in its own right.Bitcoin has crushed it over the last year. However, three Motley Fool contributors have identified some stocks held within Wood's premier ETF that look primed to outperform Bitcoin. Read on to see why they think that Sea Limited (NYSE:SE), PayPal (NASDAQ:PYPL), and Square (NYSE:SQ) have what it takes to outperform the market's leading cryptocurrency.Image source: Getty Images.Tapping into big growth trendsKeith Noonan (Sea Limited): Bitcoin's run over the last year has been nothing short of incredible, and Wood's ARK Invest has taken bullish positions in the crypto space that have come to look prescient with hindsight. It's possible that Bitcoin has more huge gains ahead, and the coin has certainly far outperformed where I thought it would be over the last year. However, I generally stick to the Peter Lynch \"invest in what you know\" approach, and the difficulty I have mapping out why Bitcoin should go up or down means there are growth stocks held in ARK funds that I find more appealing.It's not that I haven't looked into Bitcoin. I've read and heard about its 21 million hard coin supply cap, hash rates, the Lightning Network, and the related critiques of fiat currency that underpin many arguments for new digital assets. My investing focus skews toward growth stocks that are riskier than the market at large, but at the end of the day, I just don't have a great case for why Bitcoin should be worth more one year from now -- particularly when there are other cryptocurrencies that offer superior functionality in many respects.While I'm not super bullish on Bitcoin or the ARK-favored Grayscale Bitcoin Trust (OTC:GBTC), there are stocks in the company's actively managed ETFs that are right up my ally. Sea Limited, for example, is the fifth-largest holding in the ARK Innovation ETF, and I plan on adding the stock to my portfolio in the near future. The Singapore-based tech company has posted stellar gains over the last year, and it appears to be on track to deliver more big wins.Sea operates at the intersection of two industries with huge long-term growth potential: e-commerce and interactive entertainment. Its Shopee platform has established a leadership position in Southeast Asia's fast-growing online retail industry, and its Garena Free Fire is one of the world's top-grossing video games.Southeast Asia is a geographic market that looks poised for rapid development over the next decade, and Sea has established e-commerce and entertainment offerings that are primed to benefit from macroeconomic and category growth. I wouldn't place bets against Bitcoin, but strong players in the e-commerce and gaming markets currently look like better buys to me.\"Actively managed\" leaves a lot of doors openJames Brumley (PayPal): Look, I know Wood's ARK Next Generation Internet ETF (NYSEMKT:ARKW) has a huge stake in Grayscale Bitcoin Trust, which is an easier way to trade the cryptocurrency than buying and selling Bitcoin itself. A few other ARK funds hold a stake in the same trust.For a lot of investors, though, ARK's position in so much Bitcoin is a bit misleading.See, ARK funds are actively managed exchange-traded funds, which by definition means Wood and her fund managers will sell them when it looks like there's no upside left. As such, these stakes are more of a speculative trade and less of an actual commitment to the premise of cryptocurrency. They only have value to any ARK fund as long as they're growing at an arbitrary price, but instability is one of the last things you want in any currency.That's not to suggest there's something wrong with a little speculating. But if you're going to make serious investment bets, it just makes so much more sense to start -- and maybe even finish -- with names you can make at least some sort of earnings-based and growth-based assessment of.Take PayPal as an example, and an alternative. Wood's ARK Fintech Innovation ETF (NYSEMKT:ARKF) as well as the ARK Next Generation Internet ETF sold off a bunch of PayPal shares recently. It's still the fintech fund's fourth-biggest holding, though, making it clear that Wood and her management team see something in it. I suspect this year's and next year's projected revenue growth of 20% is a key factor. It's a growth outlook that simply doesn't exist for Bitcoin.This fintech has multiple ways to winDavid Butler (Square): Wood focuses heavily on tech. Investing in her strategy definitely provides the speculation and big potential returns that those interested in cryptocurrencies covet so dearly. Overall, the heavy focus on tech is a bit too concentrated for my tastes, as a shift in sector trends could be significantly troublesome. That being said, Wood has created some great gains in her ARK Innovation ETF, and there are lessons to be learned from it.Among Wood's largest holdings, I like Square because of its strategic positioning within e-commerce. Because its services allow businesses to create online stores easily, and link it all with their inventory and marketing, Square serves as a middle man for all kinds of different industries. The company's suite of mobile payment software offers a great deal of utility to the customer. Annual revenue growth has been strong, but 2020 was certainly the biggest year for the company. Sales doubled to $9.48 billion, with earnings more than doubling to $0.84 per diluted share.The one catch, of course, is valuation. As with most of these rapidly growing tech names, Square is not cheap, trading at over 300 times last year's earnings. This one is all about the future, and the big premiums are no different than investing in something as unbelievably speculative as Bitcoin. Square offers utility. What does Bitcoin currently offer outside of serving as an artificial digital commodity?","news_type":1},"isVote":1,"tweetType":1,"viewCount":157,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":346666498,"gmtCreate":1618032334214,"gmtModify":1704706196391,"author":{"id":"3562198169538195","authorId":"3562198169538195","authorIdStr":"3562198169538195","name":"艾迪升","avatar":"https://static.tigerbbs.com/5b8c9747c32f4dd7ba862c988d7e6ec0","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3562198169538195"},"themes":[],"htmlText":"?","listText":"?","text":"?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/346666498","repostId":"1116967856","repostType":4,"repost":{"id":"1116967856","pubTimestamp":1617978093,"share":"https://ttm.financial/m/news/1116967856?lang=&edition=fundamental","pubTime":"2021-04-09 22:21","market":"us","language":"en","title":"Fed's Clarida: Higher inflation continuing into 2022 would be relevant for policy","url":"https://stock-news.laohu8.com/highlight/detail?id=1116967856","media":"Reuters","summary":"WASHINGTON, April 9 (Reuters) - If an expected jump in inflation this year does not reverse going in","content":"<p>WASHINGTON, April 9 (Reuters) - If an expected jump in inflation this year does not reverse going into 2022 the Fed \"will have to take that into account\" in setting policy Federal Reserve vice chair Richard Clarida said Friday.</p>\n<p>Strong demand, possible supply bottlenecks, and a rebound from weak inflation a year ago are expected to cause prices to surge in coming months above the Fed's 2% inflation target.</p>\n<p>\"But we expect in our baseline most of that to be transitory and for inflation to return later this year to around 2%,\" Clarida said on Bloomberg. \"There are risks on both sides. In the risk case in which inflation were to begin to move above a level consistent with price stability, we would have the tools to address that and I am confident that we would.”</p>\n<p>\"If inflation at the end of the year has not declined from where it is in the middle of the year that will be some good evidence,\" that the Fed's current outlook is wrong, Clarida said.</p>\n<p>\"We would expect those (increases) to be transitory and as the year progresses and as we go into next year, if they are not then we will have to take that into account,\" he said.</p>\n<p>Clarida's remarks, while acknowledging the Fed's risk in keeping interest rates low while prices rise, also sketch out a narrative for why the Fed feels safe doing so.</p>\n<p>The upcoming round of price increases doesn't, in the current view, actually meet the Fed's goal of generating inflation above 2% because it won't persist long enough. While the most recent Fed projections see inflation reaching 2.4% this year, well above target, it falls back to 2% next year.</p>\n<p>It is only in 2023 that inflation moves above 2%, to 2.1%, for reasons the Fed regards as more durable, such as the economy operating at or above capacity.</p>\n<p>In the median Fed view, interest rates might rise some time after that.</p>\n<p>The pandemic was \"a very unusual shock,\" Clarida said. Even with prices rising, \"there is still a hole in the labor market\" that needs to be fixed.</p>\n<p>\"We will begin to get a better sense as we go through this calendar year how rapid that progress is and how it is showing up in other indicators.\"</p>\n<p>On another issue Clarida said that recent comments by System Open Market Account manager Lorie Logan about adjustments to the Fed's bond purchases were simply describing how current Fed policy is implemented, not announcing a change.</p>\n<p>The Fed's monthly bond purchases attempt to reflect the U.S. Treasury's issuance of different types of securities, so when that changes the Fed has to adjust as well. It was not, he said, an effort to \"twist\" the purchases to influence particular interest rates.</p>\n<p>\"As the Treasury changes its issuance patterns of course we would adapt,\" Clarida said. \"I would not characterize it as operation twist.” (Reporting by Howard Schneider; Editing by Toby Chopra)</p>","source":"lsy1601381805984","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Fed's Clarida: Higher inflation continuing into 2022 would be relevant for policy</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\">\nFed's Clarida: Higher inflation continuing into 2022 would be relevant for policy\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-04-09 22:21 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://finance.yahoo.com/news/1-feds-clarida-higher-inflation-140305453.html><strong>Reuters</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>WASHINGTON, April 9 (Reuters) - If an expected jump in inflation this year does not reverse going into 2022 the Fed \"will have to take that into account\" in setting policy Federal Reserve vice chair ...</p>\n\n<a href=\"https://finance.yahoo.com/news/1-feds-clarida-higher-inflation-140305453.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{},"source_url":"https://finance.yahoo.com/news/1-feds-clarida-higher-inflation-140305453.html","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1116967856","content_text":"WASHINGTON, April 9 (Reuters) - If an expected jump in inflation this year does not reverse going into 2022 the Fed \"will have to take that into account\" in setting policy Federal Reserve vice chair Richard Clarida said Friday.\nStrong demand, possible supply bottlenecks, and a rebound from weak inflation a year ago are expected to cause prices to surge in coming months above the Fed's 2% inflation target.\n\"But we expect in our baseline most of that to be transitory and for inflation to return later this year to around 2%,\" Clarida said on Bloomberg. \"There are risks on both sides. In the risk case in which inflation were to begin to move above a level consistent with price stability, we would have the tools to address that and I am confident that we would.”\n\"If inflation at the end of the year has not declined from where it is in the middle of the year that will be some good evidence,\" that the Fed's current outlook is wrong, Clarida said.\n\"We would expect those (increases) to be transitory and as the year progresses and as we go into next year, if they are not then we will have to take that into account,\" he said.\nClarida's remarks, while acknowledging the Fed's risk in keeping interest rates low while prices rise, also sketch out a narrative for why the Fed feels safe doing so.\nThe upcoming round of price increases doesn't, in the current view, actually meet the Fed's goal of generating inflation above 2% because it won't persist long enough. While the most recent Fed projections see inflation reaching 2.4% this year, well above target, it falls back to 2% next year.\nIt is only in 2023 that inflation moves above 2%, to 2.1%, for reasons the Fed regards as more durable, such as the economy operating at or above capacity.\nIn the median Fed view, interest rates might rise some time after that.\nThe pandemic was \"a very unusual shock,\" Clarida said. Even with prices rising, \"there is still a hole in the labor market\" that needs to be fixed.\n\"We will begin to get a better sense as we go through this calendar year how rapid that progress is and how it is showing up in other indicators.\"\nOn another issue Clarida said that recent comments by System Open Market Account manager Lorie Logan about adjustments to the Fed's bond purchases were simply describing how current Fed policy is implemented, not announcing a change.\nThe Fed's monthly bond purchases attempt to reflect the U.S. Treasury's issuance of different types of securities, so when that changes the Fed has to adjust as well. It was not, he said, an effort to \"twist\" the purchases to influence particular interest rates.\n\"As the Treasury changes its issuance patterns of course we would adapt,\" Clarida said. \"I would not characterize it as operation twist.” (Reporting by Howard Schneider; Editing by Toby Chopra)","news_type":1},"isVote":1,"tweetType":1,"viewCount":23,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":349859717,"gmtCreate":1617591384839,"gmtModify":1704700634790,"author":{"id":"3562198169538195","authorId":"3562198169538195","authorIdStr":"3562198169538195","name":"艾迪升","avatar":"https://static.tigerbbs.com/5b8c9747c32f4dd7ba862c988d7e6ec0","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3562198169538195"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/ARKX\">$ARK Space Exploration &amp; Innovation ETF(ARKX)$</a>???","listText":"<a href=\"https://laohu8.com/S/ARKX\">$ARK Space Exploration &amp; Innovation ETF(ARKX)$</a>???","text":"$ARK Space Exploration & Innovation ETF(ARKX)$???","images":[{"img":"https://static.tigerbbs.com/c7b36ea5d16f90d9d810e99c5b19c9bb","width":"1080","height":"1920"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/349859717","isVote":1,"tweetType":1,"viewCount":46,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":354308677,"gmtCreate":1617126974499,"gmtModify":1704696237372,"author":{"id":"3562198169538195","authorId":"3562198169538195","authorIdStr":"3562198169538195","name":"艾迪升","avatar":"https://static.tigerbbs.com/5b8c9747c32f4dd7ba862c988d7e6ec0","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3562198169538195"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/ARKX\">$ARK Space Exploration &amp; Innovation ETF(ARKX)$</a>???","listText":"<a href=\"https://laohu8.com/S/ARKX\">$ARK Space Exploration &amp; Innovation ETF(ARKX)$</a>???","text":"$ARK Space Exploration & Innovation ETF(ARKX)$???","images":[{"img":"https://static.tigerbbs.com/b327a3b72f1d71519a5d8109fc4bb209","width":"1080","height":"1920"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/354308677","isVote":1,"tweetType":1,"viewCount":34,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":323534768,"gmtCreate":1615353625554,"gmtModify":1704781569269,"author":{"id":"3562198169538195","authorId":"3562198169538195","authorIdStr":"3562198169538195","name":"艾迪升","avatar":"https://static.tigerbbs.com/5b8c9747c32f4dd7ba862c988d7e6ec0","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3562198169538195"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/BVA.SI\">$TOP GLOVE CORPORATION BHD(BVA.SI)$</a>?","listText":"<a href=\"https://laohu8.com/S/BVA.SI\">$TOP GLOVE CORPORATION BHD(BVA.SI)$</a>?","text":"$TOP GLOVE CORPORATION BHD(BVA.SI)$?","images":[{"img":"https://static.tigerbbs.com/7f024bd2432ceff7661c534de8498630","width":"1080","height":"1920"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/323534768","isVote":1,"tweetType":1,"viewCount":2,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":347966925,"gmtCreate":1618457231067,"gmtModify":1704711130196,"author":{"id":"3562198169538195","authorId":"3562198169538195","authorIdStr":"3562198169538195","name":"艾迪升","avatar":"https://static.tigerbbs.com/5b8c9747c32f4dd7ba862c988d7e6ec0","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3562198169538195"},"themes":[],"htmlText":"Great ariticle, would you like to share it?","listText":"Great ariticle, would you like to share it?","text":"Great ariticle, would you like to share it?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/347966925","repostId":"2127074226","repostType":4,"repost":{"id":"2127074226","pubTimestamp":1618455604,"share":"https://ttm.financial/m/news/2127074226?lang=&edition=fundamental","pubTime":"2021-04-15 11:00","market":"us","language":"en","title":"Cathie Wood's ARK Buys 750K Shares of Coinbase, Sells 240K Shares of Tesla","url":"https://stock-news.laohu8.com/highlight/detail?id=2127074226","media":"StreetInsider","summary":"Cathie Wood's ARK Investment active ETFs added bought shares of new listing Coinbase (NASDAQ: COIN) ","content":"<p>Cathie Wood's ARK Investment active ETFs added bought shares of new listing Coinbase (NASDAQ: COIN) on Wednesday. The firm bought 749,205 shares through three ETFs.</p>\n<p>The firm also sold 243,115 shares of Tesla (NASDAQ: TSLA) through 2 funds, among other trades.</p>\n<p>ARK discloses its trades daily M-F. The daily trades are not comprehensive lists of a day's trades for the ARK ETFs and exclude initial/secondary public offering transactions and ETF Creation/Redemption Unit activity. Wood is famous for her ultra-bullish call on Tesla and is regarded as having the hottest hand on the Street currently.</p>","source":"highlight_streetinsider","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Cathie Wood's ARK Buys 750K Shares of Coinbase, Sells 240K Shares of Tesla</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nCathie Wood's ARK Buys 750K Shares of Coinbase, Sells 240K Shares of Tesla\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-04-15 11:00 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.streetinsider.com/dr/news.php?id=18263232><strong>StreetInsider</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Cathie Wood's ARK Investment active ETFs added bought shares of new listing Coinbase (NASDAQ: COIN) on Wednesday. The firm bought 749,205 shares through three ETFs.\nThe firm also sold 243,115 shares ...</p>\n\n<a href=\"https://www.streetinsider.com/dr/news.php?id=18263232\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"COIN":"Coinbase Global, Inc.","TSLA":"特斯拉","ARKK":"ARK Innovation ETF"},"source_url":"https://www.streetinsider.com/dr/news.php?id=18263232","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2127074226","content_text":"Cathie Wood's ARK Investment active ETFs added bought shares of new listing Coinbase (NASDAQ: COIN) on Wednesday. The firm bought 749,205 shares through three ETFs.\nThe firm also sold 243,115 shares of Tesla (NASDAQ: TSLA) through 2 funds, among other trades.\nARK discloses its trades daily M-F. The daily trades are not comprehensive lists of a day's trades for the ARK ETFs and exclude initial/secondary public offering transactions and ETF Creation/Redemption Unit activity. Wood is famous for her ultra-bullish call on Tesla and is regarded as having the hottest hand on the Street currently.","news_type":1},"isVote":1,"tweetType":1,"viewCount":289,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":344629089,"gmtCreate":1618407318741,"gmtModify":1704710324288,"author":{"id":"3562198169538195","authorId":"3562198169538195","authorIdStr":"3562198169538195","name":"艾迪升","avatar":"https://static.tigerbbs.com/5b8c9747c32f4dd7ba862c988d7e6ec0","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3562198169538195"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/COIN\">$Coinbase Global, Inc.(COIN)$</a>when can know the bidding result?&nbsp;","listText":"<a href=\"https://laohu8.com/S/COIN\">$Coinbase Global, Inc.(COIN)$</a>when can know the bidding result?&nbsp;","text":"$Coinbase Global, Inc.(COIN)$when can know the bidding result?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/344629089","isVote":1,"tweetType":1,"viewCount":175,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":345142144,"gmtCreate":1618292453388,"gmtModify":1704708693476,"author":{"id":"3562198169538195","authorId":"3562198169538195","authorIdStr":"3562198169538195","name":"艾迪升","avatar":"https://static.tigerbbs.com/5b8c9747c32f4dd7ba862c988d7e6ec0","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3562198169538195"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/TSLA\">$Tesla Motors(TSLA)$</a>???","listText":"<a href=\"https://laohu8.com/S/TSLA\">$Tesla Motors(TSLA)$</a>???","text":"$Tesla Motors(TSLA)$???","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/345142144","repostId":"1140705302","repostType":4,"repost":{"id":"1140705302","pubTimestamp":1618282895,"share":"https://ttm.financial/m/news/1140705302?lang=&edition=fundamental","pubTime":"2021-04-13 11:01","market":"us","language":"en","title":"Tesla Stock: Headed to $1,071?","url":"https://stock-news.laohu8.com/highlight/detail?id=1140705302","media":"Motley Fool","summary":"This analyst thinks shares could soar 53% over the next 12 months.Shares of Tesla  popped on Monday, rising nearly 4%. The gain followed an analyst's move to give the stock a significant price target increase. Canaccord Genuity analyst Jed Dorsheimer now thinks the electric-car maker's shares could rise to $1,071 within the next 12 months.After the growth stock hit an all-time high of just over $900 earlier this year, it slid sharply during part of February and the beginning of March. Has the pu","content":"<p>This analyst thinks shares could soar 53% over the next 12 months.</p><p>Shares of&nbsp;<b>Tesla</b>&nbsp;(NASDAQ:TSLA)&nbsp;popped on Monday, rising nearly 4%. The gain followed an analyst's move to give the stock a significant price target increase. Canaccord Genuity analyst Jed Dorsheimer now thinks the electric-car maker's shares could rise to $1,071 within the next 12 months.</p><p>After the&nbsp;growth stock&nbsp;hit an all-time high of just over $900 earlier this year, it slid sharply during part of February and the beginning of March. Has the pullback created a buying opportunity?</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/8ec999f3452554425f3330e1f6d5ebb1\" tg-width=\"2000\" tg-height=\"1052\" referrerpolicy=\"no-referrer\"><span>IMAGE SOURCE: GETTY IMAGES.</span></p><p><b>The path to $1,071</b></p><p>Dorsheimer more than doubled his price target for Tesla, increasing it from $419 to $1,071. In addition, the analyst changed his rating on the stock from hold to buy.</p><p>While Tesla makes most of its revenue from electric cars, the analyst's upgrade for the stock today has a lot to do with his bullish view for the company's solar and energy storage business. He believes Tesla's energy generation and storage business could rake in $8 billion of revenue annually by 2025 thanks to an \"<b>Apple</b>-esque ecosystem of energy products\" and \"harmonized electrification.\" Dorsheimer thinks that as Tesla resolves the battery cell supply shortage it said it was facing in its most recent quarterly update, the company is well positioned to grow the business through sales of its energy storage products. He also believes Tesla is several years ahead of the competition in energy storage, giving it an edge.</p><p><b>Momentum in energy</b></p><p>Though Tesla's electric-car business gets more attention than its energy storage business since that's where the bulk of the company's sales come from, energy storage deployments actually grew faster in 2020 than electric-car sales. Total energy storage deployments, measured in gigawatt hours (GWh), increased 83% year over year to 3 GWh in 2020.</p><p>\"This growth was driven mainly by the popularity of Megapack, our utility scale storage product,\" Tesla told&nbsp;investors&nbsp;in its fourth-quarter update. \"Powerwall demand continues to increase as the residential business continues to grow.\"</p><p>Impressively, this growth came even as production was limited. \"Our energy storage business continues to be supply constrained as backlog remains strong,\" Tesla said. But its efforts to increase cell production will help the company ramp up supply \"in the next few months.\" Because of this, the automaker anticipates its energy storage business will grow at approximately the same rate in 2021 as it did in 2020.</p><p>Tesla's solar business is growing slower, with megawatts of solar deployments increasing 18% in 2020 from the prior year. But this segment saw accelerated growth in the fourth quarter, when deployments grew 59% year over year.</p><p>While investors should be sure to do their own due diligence on Tesla stock, Dorsheimer does highlight an often-underappreciated aspect of the business that could become a significant contributor to Tesla's bottom line.</p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Tesla Stock: Headed to $1,071?</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nTesla Stock: Headed to $1,071?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-04-13 11:01 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2021/04/12/tesla-stock-headed-to-1071/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>This analyst thinks shares could soar 53% over the next 12 months.Shares of Tesla (NASDAQ:TSLA) popped on Monday, rising nearly 4%. The gain followed an analyst's move to give the stock a significant ...</p>\n\n<a href=\"https://www.fool.com/investing/2021/04/12/tesla-stock-headed-to-1071/\">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.fool.com/investing/2021/04/12/tesla-stock-headed-to-1071/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1140705302","content_text":"This analyst thinks shares could soar 53% over the next 12 months.Shares of Tesla (NASDAQ:TSLA) popped on Monday, rising nearly 4%. The gain followed an analyst's move to give the stock a significant price target increase. Canaccord Genuity analyst Jed Dorsheimer now thinks the electric-car maker's shares could rise to $1,071 within the next 12 months.After the growth stock hit an all-time high of just over $900 earlier this year, it slid sharply during part of February and the beginning of March. Has the pullback created a buying opportunity?IMAGE SOURCE: GETTY IMAGES.The path to $1,071Dorsheimer more than doubled his price target for Tesla, increasing it from $419 to $1,071. In addition, the analyst changed his rating on the stock from hold to buy.While Tesla makes most of its revenue from electric cars, the analyst's upgrade for the stock today has a lot to do with his bullish view for the company's solar and energy storage business. He believes Tesla's energy generation and storage business could rake in $8 billion of revenue annually by 2025 thanks to an \"Apple-esque ecosystem of energy products\" and \"harmonized electrification.\" Dorsheimer thinks that as Tesla resolves the battery cell supply shortage it said it was facing in its most recent quarterly update, the company is well positioned to grow the business through sales of its energy storage products. He also believes Tesla is several years ahead of the competition in energy storage, giving it an edge.Momentum in energyThough Tesla's electric-car business gets more attention than its energy storage business since that's where the bulk of the company's sales come from, energy storage deployments actually grew faster in 2020 than electric-car sales. Total energy storage deployments, measured in gigawatt hours (GWh), increased 83% year over year to 3 GWh in 2020.\"This growth was driven mainly by the popularity of Megapack, our utility scale storage product,\" Tesla told investors in its fourth-quarter update. \"Powerwall demand continues to increase as the residential business continues to grow.\"Impressively, this growth came even as production was limited. \"Our energy storage business continues to be supply constrained as backlog remains strong,\" Tesla said. But its efforts to increase cell production will help the company ramp up supply \"in the next few months.\" Because of this, the automaker anticipates its energy storage business will grow at approximately the same rate in 2021 as it did in 2020.Tesla's solar business is growing slower, with megawatts of solar deployments increasing 18% in 2020 from the prior year. But this segment saw accelerated growth in the fourth quarter, when deployments grew 59% year over year.While investors should be sure to do their own due diligence on Tesla stock, Dorsheimer does highlight an often-underappreciated aspect of the business that could become a significant contributor to Tesla's bottom line.","news_type":1},"isVote":1,"tweetType":1,"viewCount":211,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}