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STSS

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05-03

$HKEX(00388)$ is futu and HKEX the same stock?

2023-08-05

@TigerGpt TigerGPT，your new investing superpower Click to learn more Should I continue to hold my stocks with InnD

2023-02-03

Xxxjdidifnfjencidnjdjjeien

2022-11-04

Ok

Lyft to Lay off 13% of Its Employees; Second Round of Job Cuts Since July

2022-10-08

Ok

Twitter-Elon Musk Deal Has Offered Investors Several Big Opportunities

2022-10-07

Ok

Tech Stocks Set for More Pain as AMD Revives Earnings Fears

2022-10-06

Ok

Pinterest Shares Gained 4.6% in Premarket Trading

2022-09-30

Look look

Top 7 High Yield Covered Call ETFs For 2022

2022-09-30

Ohh

Apple’s Ugly Day Wipes Out $120 Billion, Spills Over Big Tech

2022-04-27

Great ariticle, would you like to share it?

Singapore Stocks To Watch: ESR-Reit, FCT, Sheng Siong, Keppel Infrastructure Trust

2022-04-15

Great ariticle, would you like to share it?

7 Warren Buffett Dividend Stocks With The Highest Yields

2021-09-02

Great ariticle, would you like to share it?

Sorry, the original content has been removed

2021-07-24

Great ariticle, would you like to share it?

Will NIO Stock Follow Tesla's Footsteps? What To Consider Between These Two EV Stocks

2021-06-29

$NIO Inc.(NIO)$this is the closest PT from WSJ.

2021-06-18

When this post is posted. Stock will goes down.

NIO Is Winning

2021-06-12

Tiger is here!

以史为鉴，美国通胀飙升后的演绎与影响

2021-06-12

Tiger is here!

一张图读懂滴滴招股书：遍布15国，日均单量4100万

2021-05-20

Nice

@少帅Pro:佟麗婭和小米都有光明的未來

2021-05-17

hope for the best

@少帅Pro:今晚行情這麼好，是幣圈的朋友獲利後，來支援股市了嗎？祝:$fuboTV Inc.(FUBO)$、$Property Solutions Acquisition Corp(PSAC)$、$醫美國際(AIH)$$富途控股(FUTU)$、$高途(GOTU)$TO THE MOON~

2021-05-14

$Innerscope Hearing Technologies, Inc.(INND)$ rip

Go to Tiger App to see more news

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href=\"https://ttm.financial/S/00388\">$HKEX(00388)$ </a> is futu and HKEX the same stock?","listText":"<a href=\"https://ttm.financial/S/00388\">$HKEX(00388)$ </a> is futu and HKEX the same stock?","text":"$HKEX(00388)$ is futu and HKEX the same stock?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/301790315778288","isVote":1,"tweetType":1,"viewCount":238,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":205731746189336,"gmtCreate":1691236993156,"gmtModify":1691236997208,"author":{"id":"3563489168295977","authorId":"3563489168295977","name":"STSS","avatar":"https://static.tigerbbs.com/c9990000e788fa6c445a95b47ef26606","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3563489168295977","idStr":"3563489168295977"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/U/4141429963588842/\">@TigerGpt&nbsp;</a>TigerGPT，your new investing superpower&nbsp;<a href=\"https://www.tigerbrokers.com.sg/activity/market/2023/tigerGPT-promotion\">Click to learn more&nbsp;</a> Should I continue to hold my stocks with InnD","listText":"<a href=\"https://ttm.financial/U/4141429963588842/\">@TigerGpt&nbsp;</a>TigerGPT，your new investing superpower&nbsp;<a href=\"https://www.tigerbrokers.com.sg/activity/market/2023/tigerGPT-promotion\">Click to learn more&nbsp;</a> Should I continue to hold my stocks with InnD","text":"@TigerGpt TigerGPT，your new investing superpower Click to learn more Should I continue to hold my stocks with InnD","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/205731746189336","isVote":1,"tweetType":1,"viewCount":525,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4141429963588842","authorId":"4141429963588842","name":"TigerGPT","avatar":"https://community-static.tradeup.com/news/5b82af1deb17dfa8f94b4741b9ea2738","crmLevel":1,"crmLevelSwitch":0,"authorIdStr":"4141429963588842","idStr":"4141429963588842"},"content":"Based on the information provided, it is difficult to give a clear answer regarding whether you should continue holding your stocks with InnD. In terms of stock trend analysis, the latest price is very low at 0.001 USD, and there is no information on support or resistance levels. As for fund flow analysis, there has been a mix of big inflows and outflows along with a net outflow over the past five days. Lastly, there is no information provided on valuation rating. It might be helpful to do further research on InnD's financial health, recent news, and industry trends to determine whether it is worth continuing to hold the stocks. Reference articles：Is It INTEL[ligent] To Buy This Stock Now?Should You Hold a Stock for Forever?","text":"Based on the information provided, it is difficult to give a clear answer regarding whether you should continue holding your stocks with InnD. In terms of stock trend analysis, the latest price is very low at 0.001 USD, and there is no information on support or resistance levels. As for fund flow analysis, there has been a mix of big inflows and outflows along with a net outflow over the past five days. Lastly, there is no information provided on valuation rating. It might be helpful to do further research on InnD's financial health, recent news, and industry trends to determine whether it is worth continuing to hold the stocks. Reference articles：Is It INTEL[ligent] To Buy This Stock Now?Should You Hold a Stock for Forever?","html":"Based on the information provided, it is difficult to give a clear answer regarding whether you should continue holding your stocks with InnD. In terms of stock trend analysis, the latest price is very low at 0.001 USD, and there is no information on support or resistance levels. As for fund flow analysis, there has been a mix of big inflows and outflows along with a net outflow over the past five days. Lastly, there is no information provided on valuation rating. It might be helpful to do further research on InnD's financial health, recent news, and industry trends to determine whether it is worth continuing to hold the stocks. Reference articles：Is It INTEL[ligent] To Buy This Stock Now?Should You Hold a Stock for Forever?"}],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9955847341,"gmtCreate":1675361254483,"gmtModify":1676538996647,"author":{"id":"3563489168295977","authorId":"3563489168295977","name":"STSS","avatar":"https://static.tigerbbs.com/c9990000e788fa6c445a95b47ef26606","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3563489168295977","idStr":"3563489168295977"},"themes":[],"htmlText":"Xxxjdidifnfjencidnjdjjeien","listText":"Xxxjdidifnfjencidnjdjjeien","text":"Xxxjdidifnfjencidnjdjjeien","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9955847341","isVote":1,"tweetType":1,"viewCount":237,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9984300760,"gmtCreate":1667526196550,"gmtModify":1676537931777,"author":{"id":"3563489168295977","authorId":"3563489168295977","name":"STSS","avatar":"https://static.tigerbbs.com/c9990000e788fa6c445a95b47ef26606","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3563489168295977","idStr":"3563489168295977"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9984300760","repostId":"2280753544","repostType":4,"repost":{"id":"2280753544","pubTimestamp":1667521027,"share":"https://ttm.financial/m/news/2280753544?lang=&edition=fundamental","pubTime":"2022-11-04 08:17","market":"us","language":"en","title":"Lyft to Lay off 13% of Its Employees; Second Round of Job Cuts Since July","url":"https://stock-news.laohu8.com/highlight/detail?id=2280753544","media":"seekingalpha","summary":"Lyft (NASDAQ:LYFT) said on Thursday that it would lay off 13% of its workforce in short order, the r","content":"<html><head></head><body><p>Lyft (NASDAQ:LYFT) said on Thursday that it would lay off 13% of its workforce in short order, the ride-sharing firm&#39;s second round of layoffs since July.</p><p>In a Securities and Exchange Commission filing, Lyft (LYFT) said 683 employees would be let go and it would incur restructuring costs between $27M and $32M related to the layoffs. The costs are expected to be incurred in the fourth-quarter.</p><p>In addition, Lyft (LYFT) confirmed there have been no changes to previously issued guidance. Lyft (LYFT) is slated to report third-quarter results on November 7.</p><p>Lyft (LYFT) did not immediately respond to a request for comment from Seeking Alpha.</p><p>In July, Lyft (LYFT) laid off roughly 60 employees and began to reorganize its global operations and shutter some regions. The company also stopped renting cars to riders, instead working with existing car rental companies.</p><p>Lyft (LYFT) shares dipped by almost 1% in mid-day trading, while competitor Uber Technologies (NYSE:UBER), which recently reported third-quarter results, rose fractionally.</p><p>In October, investment firm RBC downgraded Lyft (LYFT), noting it had concerns over &#34;structural headwinds&#34; that face the company and the issue that Uber (UBER) may have a competitive advantage.</p><p>Late last month, it was reported that Lyft (LYFT) was raising the service fee that its riders pay to the company in an effort to cover higher insurance costs.</p></body></html>","source":"seekingalpha","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Lyft to Lay off 13% of Its Employees; 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}\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\">\nLyft to Lay off 13% of Its Employees; Second Round of Job Cuts Since July\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-11-04 08:17 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/news/3901106-lyft-set-to-cut-13-of-its-employees-soon-second-round-of-layoffs-since-july-report><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Lyft (NASDAQ:LYFT) said on Thursday that it would lay off 13% of its workforce in short order, the ride-sharing firm's second round of layoffs since July.In a Securities and Exchange Commission filing...</p>\n\n<a href=\"https://seekingalpha.com/news/3901106-lyft-set-to-cut-13-of-its-employees-soon-second-round-of-layoffs-since-july-report\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4022":"陆运","BK4548":"巴美列捷福持仓","LYFT":"Lyft, Inc."},"source_url":"https://seekingalpha.com/news/3901106-lyft-set-to-cut-13-of-its-employees-soon-second-round-of-layoffs-since-july-report","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"2280753544","content_text":"Lyft (NASDAQ:LYFT) said on Thursday that it would lay off 13% of its workforce in short order, the ride-sharing firm's second round of layoffs since July.In a Securities and Exchange Commission filing, Lyft (LYFT) said 683 employees would be let go and it would incur restructuring costs between $27M and $32M related to the layoffs. The costs are expected to be incurred in the fourth-quarter.In addition, Lyft (LYFT) confirmed there have been no changes to previously issued guidance. Lyft (LYFT) is slated to report third-quarter results on November 7.Lyft (LYFT) did not immediately respond to a request for comment from Seeking Alpha.In July, Lyft (LYFT) laid off roughly 60 employees and began to reorganize its global operations and shutter some regions. The company also stopped renting cars to riders, instead working with existing car rental companies.Lyft (LYFT) shares dipped by almost 1% in mid-day trading, while competitor Uber Technologies (NYSE:UBER), which recently reported third-quarter results, rose fractionally.In October, investment firm RBC downgraded Lyft (LYFT), noting it had concerns over \"structural headwinds\" that face the company and the issue that Uber (UBER) may have a competitive advantage.Late last month, it was reported that Lyft (LYFT) was raising the service fee that its riders pay to the company in an effort to cover higher insurance costs.","news_type":1},"isVote":1,"tweetType":1,"viewCount":356,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9914364910,"gmtCreate":1665189937730,"gmtModify":1676537569523,"author":{"id":"3563489168295977","authorId":"3563489168295977","name":"STSS","avatar":"https://static.tigerbbs.com/c9990000e788fa6c445a95b47ef26606","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3563489168295977","idStr":"3563489168295977"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":3,"repostSize":0,"link":"https://ttm.financial/post/9914364910","repostId":"2273833362","repostType":4,"repost":{"id":"2273833362","weMediaInfo":{"introduction":"Dow Jones publishes the world’s most trusted business news and financial information in a variety of media.","home_visible":0,"media_name":"Dow Jones","id":"106","head_image":"https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99"},"pubTimestamp":1665186683,"share":"https://ttm.financial/m/news/2273833362?lang=&edition=fundamental","pubTime":"2022-10-08 07:51","market":"us","language":"en","title":"Twitter-Elon Musk Deal Has Offered Investors Several Big Opportunities","url":"https://stock-news.laohu8.com/highlight/detail?id=2273833362","media":"Dow Jones","summary":"A host of investors bet  on Twitter stock as the shares fell after Elon Musk pulled away from his in","content":"<html><head></head><body><p>A host of investors bet  on Twitter stock as the shares fell after Elon Musk pulled away from his initial offer to buy the social media giant. Why? Record profits stood to be made.</p><p>The outcome of the deal remains in doubt, even after Mr. Musk&#39;s surprising proposal earlier this week  to close it as originally approved after months trying to step away. Some investors have already cashed in.</p><p>But the opportunity for those willing to bet Twitter might get the full price after all was massive, according to Morgan Ricks, a Vanderbilt Law School professor who specializes in financial regulation:</p><p>-- Should the Twitter-Musk saga end with a buyout at the proposed price, $54.20, according to Mr. Ricks, it&#39;ll mark the second-biggest arbitrage opportunity for a cash buyout of at least $1 billion since at least 1996.</p><p>&#34;Prior to Tuesday, the market had been pricing in a roughly 50/50 chance of the deal going through,&#34; Mr. Ricks said.</p><p>At one point, the difference between Twitter&#39;s stock price and Mr. Musk&#39;s original offer was 66%, below the 76% record set by Blackstone Group&#39;s 2019 purchase of Tallgrass Energy.</p><p>The cost of that deal, however, was roughly $3.5 billion, far from the potential $44 billion bill for Twitter.</p><p><img src=\"https://static.tigerbbs.com/88d2b85b17b20c85bf1c251838939843\" tg-width=\"704\" tg-height=\"718\" width=\"100%\" height=\"auto\"/></p><p>Investors like Carl Icahn, Daniel Loeb&#39;s Third Point LLC, and D.E. Shaw Group have already profited from wagers on Twitter shares], which give the right to purchase shares at a specific price by a certain date. Some investors took a third route: convertible-bond arbitrage.</p><p>Doug Fincher, a portfolio manager at $3.8 billion hedge fund group Ionic Capital Management, said his fund bought Twitter&#39;s low-yielding convertible bonds, which could be changed into stock if Musk&#39;s deal went through.</p><p>-- Ionic&#39;s trade bet that the price of a bond expiring in 2026 would increase from the the mid-$80s, where it sat in April after cracks emerged in the likelihood of closure, to near $100 should the deal complete. Mr. Fincher said his firm sold its bonds when the price hit $98 on Tuesday after reports that Musk was willing to purchase the company at the original price.</p><p><img src=\"https://static.tigerbbs.com/d541f8ec5d15576cd58bb03b82751d0e\" tg-width=\"853\" tg-height=\"656\" width=\"100%\" height=\"auto\"/></p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Twitter-Elon Musk Deal Has Offered Investors Several Big Opportunities</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\">\nTwitter-Elon Musk Deal Has Offered Investors Several Big Opportunities\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Dow Jones </p>\n<p class=\"h-time\">2022-10-08 07:51</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>A host of investors bet  on Twitter stock as the shares fell after Elon Musk pulled away from his initial offer to buy the social media giant. Why? Record profits stood to be made.</p><p>The outcome of the deal remains in doubt, even after Mr. Musk&#39;s surprising proposal earlier this week  to close it as originally approved after months trying to step away. Some investors have already cashed in.</p><p>But the opportunity for those willing to bet Twitter might get the full price after all was massive, according to Morgan Ricks, a Vanderbilt Law School professor who specializes in financial regulation:</p><p>-- Should the Twitter-Musk saga end with a buyout at the proposed price, $54.20, according to Mr. Ricks, it&#39;ll mark the second-biggest arbitrage opportunity for a cash buyout of at least $1 billion since at least 1996.</p><p>&#34;Prior to Tuesday, the market had been pricing in a roughly 50/50 chance of the deal going through,&#34; Mr. Ricks said.</p><p>At one point, the difference between Twitter&#39;s stock price and Mr. Musk&#39;s original offer was 66%, below the 76% record set by Blackstone Group&#39;s 2019 purchase of Tallgrass Energy.</p><p>The cost of that deal, however, was roughly $3.5 billion, far from the potential $44 billion bill for Twitter.</p><p><img src=\"https://static.tigerbbs.com/88d2b85b17b20c85bf1c251838939843\" tg-width=\"704\" tg-height=\"718\" width=\"100%\" height=\"auto\"/></p><p>Investors like Carl Icahn, Daniel Loeb&#39;s Third Point LLC, and D.E. Shaw Group have already profited from wagers on Twitter shares], which give the right to purchase shares at a specific price by a certain date. Some investors took a third route: convertible-bond arbitrage.</p><p>Doug Fincher, a portfolio manager at $3.8 billion hedge fund group Ionic Capital Management, said his fund bought Twitter&#39;s low-yielding convertible bonds, which could be changed into stock if Musk&#39;s deal went through.</p><p>-- Ionic&#39;s trade bet that the price of a bond expiring in 2026 would increase from the the mid-$80s, where it sat in April after cracks emerged in the likelihood of closure, to near $100 should the deal complete. Mr. Fincher said his firm sold its bonds when the price hit $98 on Tuesday after reports that Musk was willing to purchase the company at the original price.</p><p><img src=\"https://static.tigerbbs.com/d541f8ec5d15576cd58bb03b82751d0e\" tg-width=\"853\" tg-height=\"656\" width=\"100%\" height=\"auto\"/></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4574":"无人驾驶","BK4551":"寇图资本持仓","QNETCN":"纳斯达克中美互联网老虎指数","BK4581":"高盛持仓","BK4511":"特斯拉概念","BK4099":"汽车制造商","TSLA":"特斯拉","BK4548":"巴美列捷福持仓","ISBC":"投资者银行","BK4516":"特朗普概念","BK4534":"瑞士信贷持仓","BK4533":"AQR资本管理(全球第二大对冲基金)","BK4555":"新能源车","BK4211":"区域性银行","BK4508":"社交媒体","TWTR":"Twitter","BK4077":"互动媒体与服务","BK4527":"明星科技股","BK4579":"人工智能","BK4550":"红杉资本持仓"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2273833362","content_text":"A host of investors bet  on Twitter stock as the shares fell after Elon Musk pulled away from his initial offer to buy the social media giant. Why? Record profits stood to be made.The outcome of the deal remains in doubt, even after Mr. Musk's surprising proposal earlier this week  to close it as originally approved after months trying to step away. Some investors have already cashed in.But the opportunity for those willing to bet Twitter might get the full price after all was massive, according to Morgan Ricks, a Vanderbilt Law School professor who specializes in financial regulation:-- Should the Twitter-Musk saga end with a buyout at the proposed price, $54.20, according to Mr. Ricks, it'll mark the second-biggest arbitrage opportunity for a cash buyout of at least $1 billion since at least 1996.\"Prior to Tuesday, the market had been pricing in a roughly 50/50 chance of the deal going through,\" Mr. Ricks said.At one point, the difference between Twitter's stock price and Mr. Musk's original offer was 66%, below the 76% record set by Blackstone Group's 2019 purchase of Tallgrass Energy.The cost of that deal, however, was roughly $3.5 billion, far from the potential $44 billion bill for Twitter.Investors like Carl Icahn, Daniel Loeb's Third Point LLC, and D.E. Shaw Group have already profited from wagers on Twitter shares], which give the right to purchase shares at a specific price by a certain date. Some investors took a third route: convertible-bond arbitrage.Doug Fincher, a portfolio manager at $3.8 billion hedge fund group Ionic Capital Management, said his fund bought Twitter's low-yielding convertible bonds, which could be changed into stock if Musk's deal went through.-- Ionic's trade bet that the price of a bond expiring in 2026 would increase from the the mid-$80s, where it sat in April after cracks emerged in the likelihood of closure, to near $100 should the deal complete. Mr. Fincher said his firm sold its bonds when the price hit $98 on Tuesday after reports that Musk was willing to purchase the company at the original price.","news_type":1},"isVote":1,"tweetType":1,"viewCount":208,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9915773989,"gmtCreate":1665116789742,"gmtModify":1676537560545,"author":{"id":"3563489168295977","authorId":"3563489168295977","name":"STSS","avatar":"https://static.tigerbbs.com/c9990000e788fa6c445a95b47ef26606","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3563489168295977","idStr":"3563489168295977"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9915773989","repostId":"1116235060","repostType":4,"repost":{"id":"1116235060","pubTimestamp":1665111170,"share":"https://ttm.financial/m/news/1116235060?lang=&edition=fundamental","pubTime":"2022-10-07 10:52","market":"us","language":"en","title":"Tech Stocks Set for More Pain as AMD Revives Earnings Fears","url":"https://stock-news.laohu8.com/highlight/detail?id=1116235060","media":"Bloomberg","summary":"AMD preliminary results send shares of peers lower post-marketSamsung reports profit dropped for fir","content":"<html><head></head><body><ul><li>AMD preliminary results send shares of peers lower post-market</li><li>Samsung reports profit dropped for first time since 2019</li></ul><p>Technology stocks are facing more pain after chipmaker Advanced Micro Devices Inc. revived fears about the upcoming earnings season after warning that third-quarter sales were softer than expected.</p><p>AMD blamed disappointing preliminary results on weakness in the personal computer market, sending its shares and those of other companies involved in the sector lower in postmarket trading. AMD, Nvidia Corp., Intel Corp. and Microchip Technology Inc. were among chipmakers down more than 2%, while computer makers HP Inc. and Dell Technologies Inc. also fell.</p><p>Futures tracking the tech-heavy Nasdaq 100 Index slipped as much as 0.6% during early trading hours in Asia, extending losses into a third day.</p><p><img src=\"https://static.tigerbbs.com/7802716f5f7536a07a325407569dddfd\" tg-width=\"620\" tg-height=\"348\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>AMD’s announcement was followed by a report from Samsung Electronics Co. that its profit dropped for the first time since 2019, underscoring the depth of a global PC and memory chip downturn. Samsung shares slid as much as 2% before erasing losses.</p><p>Investors arebracingfor a potentially difficult earnings season amid rising risk of a recession with inflation and the strong dollar eating into profit margins. Analysts have trimmed 2023 profit estimates for technology companies at a faster rate than the broader market, though most expect further cuts if results disappoint.</p></body></html>","source":"lsy1584095487587","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Tech Stocks Set for More Pain as AMD Revives Earnings Fears</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nTech Stocks Set for More Pain as AMD Revives Earnings Fears\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-10-07 10:52 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.bloomberg.com/news/articles/2022-10-07/tech-stocks-set-for-more-pain-as-amd-revives-earnings-fears><strong>Bloomberg</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>AMD preliminary results send shares of peers lower post-marketSamsung reports profit dropped for first time since 2019Technology stocks are facing more pain after chipmaker Advanced Micro Devices Inc....</p>\n\n<a href=\"https://www.bloomberg.com/news/articles/2022-10-07/tech-stocks-set-for-more-pain-as-amd-revives-earnings-fears\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"SMSN.UK":"三星","INTC":"英特尔","HPQ":"惠普","MCHP":"微芯科技","AMD":"美国超微公司","NVDA":"英伟达","DELL":"戴尔"},"source_url":"https://www.bloomberg.com/news/articles/2022-10-07/tech-stocks-set-for-more-pain-as-amd-revives-earnings-fears","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1116235060","content_text":"AMD preliminary results send shares of peers lower post-marketSamsung reports profit dropped for first time since 2019Technology stocks are facing more pain after chipmaker Advanced Micro Devices Inc. revived fears about the upcoming earnings season after warning that third-quarter sales were softer than expected.AMD blamed disappointing preliminary results on weakness in the personal computer market, sending its shares and those of other companies involved in the sector lower in postmarket trading. AMD, Nvidia Corp., Intel Corp. and Microchip Technology Inc. were among chipmakers down more than 2%, while computer makers HP Inc. and Dell Technologies Inc. also fell.Futures tracking the tech-heavy Nasdaq 100 Index slipped as much as 0.6% during early trading hours in Asia, extending losses into a third day.AMD’s announcement was followed by a report from Samsung Electronics Co. that its profit dropped for the first time since 2019, underscoring the depth of a global PC and memory chip downturn. Samsung shares slid as much as 2% before erasing losses.Investors arebracingfor a potentially difficult earnings season amid rising risk of a recession with inflation and the strong dollar eating into profit margins. Analysts have trimmed 2023 profit estimates for technology companies at a faster rate than the broader market, though most expect further cuts if results disappoint.","news_type":1},"isVote":1,"tweetType":1,"viewCount":459,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9915217492,"gmtCreate":1665044827517,"gmtModify":1676537548877,"author":{"id":"3563489168295977","authorId":"3563489168295977","name":"STSS","avatar":"https://static.tigerbbs.com/c9990000e788fa6c445a95b47ef26606","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3563489168295977","idStr":"3563489168295977"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9915217492","repostId":"1186028254","repostType":4,"repost":{"id":"1186028254","weMediaInfo":{"introduction":"Providing stock market headlines, business news, financials and earnings ","home_visible":1,"media_name":"Tiger Newspress","id":"1079075236","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1665043607,"share":"https://ttm.financial/m/news/1186028254?lang=&edition=fundamental","pubTime":"2022-10-06 16:06","market":"us","language":"en","title":"Pinterest Shares Gained 4.6% in Premarket Trading","url":"https://stock-news.laohu8.com/highlight/detail?id=1186028254","media":"Tiger Newspress","summary":"Pinterest shares gained 4.6% in premarket trading after Pinterest rated increased to buy at the Gold","content":"<html><head></head><body><p>Pinterest shares gained 4.6% in premarket trading after Pinterest rated increased to buy at the Goldman Sachs Group.</p><p><img src=\"https://static.tigerbbs.com/88cdd63ed6631f9e3be7289b5e544fab\" tg-width=\"800\" tg-height=\"622\" width=\"100%\" height=\"auto\"/></p><p>PINS has been the topic of several other research reports. Susquehanna Bancshares upgraded shares of Pinterest to a &#34;positive&#34; rating and upped their price objective for the company from $22.00 to $35.00 in a report on Tuesday, August 2nd. TheStreet raised shares of Pinterest from a &#34;d+&#34; rating to a &#34;c-&#34; rating in a research report on Tuesday, August 16th. UBS Group boosted their target price on shares of Pinterest from $19.00 to $26.00 and gave the stock a &#34;neutral&#34; rating in a research report on Tuesday, August 2nd. Wolfe Research raised shares of Pinterest from a &#34;peer perform&#34; rating to an &#34;outperform&#34; rating and set a $28.00 price objective for the company in a research report on Wednesday, September 7th. Finally, Evercore ISI upped their price objective on shares of Pinterest from $24.00 to $28.00 and gave the stock an &#34;in-line&#34; rating in a research report on Tuesday, August 2nd. Sixteen analysts have rated the stock with a hold rating and nine have given a buy rating to the company&#39;s stock. Based on data from MarketBeat.com, the stock has an average rating of &#34;Hold&#34; and a consensus target price of $29.12.</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Pinterest Shares Gained 4.6% in Premarket Trading</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nPinterest Shares Gained 4.6% in Premarket Trading\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time\">2022-10-06 16:06</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Pinterest shares gained 4.6% in premarket trading after Pinterest rated increased to buy at the Goldman Sachs Group.</p><p><img src=\"https://static.tigerbbs.com/88cdd63ed6631f9e3be7289b5e544fab\" tg-width=\"800\" tg-height=\"622\" width=\"100%\" height=\"auto\"/></p><p>PINS has been the topic of several other research reports. Susquehanna Bancshares upgraded shares of Pinterest to a &#34;positive&#34; rating and upped their price objective for the company from $22.00 to $35.00 in a report on Tuesday, August 2nd. TheStreet raised shares of Pinterest from a &#34;d+&#34; rating to a &#34;c-&#34; rating in a research report on Tuesday, August 16th. UBS Group boosted their target price on shares of Pinterest from $19.00 to $26.00 and gave the stock a &#34;neutral&#34; rating in a research report on Tuesday, August 2nd. Wolfe Research raised shares of Pinterest from a &#34;peer perform&#34; rating to an &#34;outperform&#34; rating and set a $28.00 price objective for the company in a research report on Wednesday, September 7th. Finally, Evercore ISI upped their price objective on shares of Pinterest from $24.00 to $28.00 and gave the stock an &#34;in-line&#34; rating in a research report on Tuesday, August 2nd. Sixteen analysts have rated the stock with a hold rating and nine have given a buy rating to the company&#39;s stock. Based on data from MarketBeat.com, the stock has an average rating of &#34;Hold&#34; and a consensus target price of $29.12.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"PINS":"Pinterest, Inc."},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1186028254","content_text":"Pinterest shares gained 4.6% in premarket trading after Pinterest rated increased to buy at the Goldman Sachs Group.PINS has been the topic of several other research reports. Susquehanna Bancshares upgraded shares of Pinterest to a \"positive\" rating and upped their price objective for the company from $22.00 to $35.00 in a report on Tuesday, August 2nd. TheStreet raised shares of Pinterest from a \"d+\" rating to a \"c-\" rating in a research report on Tuesday, August 16th. UBS Group boosted their target price on shares of Pinterest from $19.00 to $26.00 and gave the stock a \"neutral\" rating in a research report on Tuesday, August 2nd. Wolfe Research raised shares of Pinterest from a \"peer perform\" rating to an \"outperform\" rating and set a $28.00 price objective for the company in a research report on Wednesday, September 7th. Finally, Evercore ISI upped their price objective on shares of Pinterest from $24.00 to $28.00 and gave the stock an \"in-line\" rating in a research report on Tuesday, August 2nd. Sixteen analysts have rated the stock with a hold rating and nine have given a buy rating to the company's stock. Based on data from MarketBeat.com, the stock has an average rating of \"Hold\" and a consensus target price of $29.12.","news_type":1},"isVote":1,"tweetType":1,"viewCount":536,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9916365000,"gmtCreate":1664513052500,"gmtModify":1676537469580,"author":{"id":"3563489168295977","authorId":"3563489168295977","name":"STSS","avatar":"https://static.tigerbbs.com/c9990000e788fa6c445a95b47ef26606","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3563489168295977","idStr":"3563489168295977"},"themes":[],"htmlText":"Look look","listText":"Look look","text":"Look look","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/9916365000","repostId":"1137733721","repostType":2,"repost":{"id":"1137733721","pubTimestamp":1659062579,"share":"https://ttm.financial/m/news/1137733721?lang=&edition=fundamental","pubTime":"2022-07-29 10:42","market":"us","language":"en","title":"Top 7 High Yield Covered Call ETFs For 2022","url":"https://stock-news.laohu8.com/highlight/detail?id=1137733721","media":"The Street","summary":"Covered call ETFs haven't been able to avoid all of the losses in stocks this year, but they've done","content":"<html><head></head><body><p>Covered call ETFs haven&#39;t been able to avoid all of the losses in stocks this year, but they&#39;ve done a much better job at offering a degree of downside protection. Through July 27th, the S&amp;P 500 has fallen 15% year-to-date, but several covered call ETFs, including the ones I&#39;ll discuss below, have limited losses to the 7-10% range. Considering the risk/return profile of these funds, this is actually a little better than many might expect. Depending on the strategy, these funds offer varying degrees of downside protection and upside capture, but topping the broader market by 4-7% in many cases is a solid year in an adverse environment.</p><p>Bonds are looking a little better in being able to provide at least reasonable yields, but the duration risk has made them unpalatable. Covered calls have been a much preferred yield strategy for the 1st half of 2022, but the 2nd half may look a lot different. Investors are starting to pivot away from the Fed narrative and have begun paying more attention to a recession. That&#39;ll probably be bullish for bonds and bearish for stocks until the point where the Fed stops raising rates and turns dovish.</p><p>Covered calls can be a great way to maximize yield when conditions aren&#39;t exactly favoring more share price gains. Those high yields, of course, come with a tradeoff. Investors who write calls capture the income from options premiums, but end up giving up a lot of capital growth upside (the shares get called away as they&#39;re appreciating). If you&#39;re expecting a sideways or even modestly declining market, covered call strategies can be a way of outperforming on a total return basis or just earning a potentially double digit yield.</p><p>The ETF industry offers more than a dozen different funds using covered call strategies, including the Global X Dow 30 Covered Call ETF (DJIA), which was just launched earlier this year. Global X is by far the biggest issuer of these products, but several fund companies have jumped in to offer some relatively unique strategies that could prove to be beneficial to investors throughout the remainder of 2022.</p><p>Here are 7 high-yielding covered call ETFs to consider in 2022.</p><p><a href=\"https://laohu8.com/S/QYLD\">Global X Nasdaq 100 Covered Call ETF </a><img src=\"https://static.tigerbbs.com/9943553fe9d400e541a430a00935dae8\" tg-width=\"1200\" tg-height=\"654\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>QYLD is easily the largest covered call ETF out there, which shouldn&#39;t be surprising given that it uses the Nasdaq 100 as its core index. The fund&#39;s strategy is very straightforward - it buys all individual index components in the same weighting to effectively mimic the Nasdaq 100 and then writes a series of at-the-money calls on 100% of the portfolio&#39;s assets in order to maximize income.</p><p>Here&#39;s the upside. QYLD currently yields roughly 12%, making it one of the highest yielding ETF choices out there. It also pays dividends on a monthly basis, making it incredibly convenient for investors looking to live off of their portfolio income.</p><p>Here&#39;s the downside. Because options are written over 100% of the portfolio, you&#39;re essentially giving up a lot of the capital growth upside. That&#39;s easy to see looking at the chart above where the share price peaked around the $23-24 level before drifting down to the high teens.</p><p>Global X has a unique twist to its covered call ETFs though. It caps distributions at 1% monthly for its full covered call ETF suite (i.e. not the covered call &amp; growth funds). Thus, the 12% yield &#34;cap&#34;. In cases where the income earned exceeds the 1% cap, it goes back into the fund&#39;s net asset base and gets reflected in a higher share price. In essence, QYLD can offer high income AND share price growth under the right circumstances even though it uses a 100% overlay.</p><p>That&#39;s happened in 2022 where options premiums have gone way up as volatility increases. In recent months, QYLD (along with XYLD and RYLD) have more than doubled the yield cap. That&#39;s helped support the share price, although it hasn&#39;t translated into gains.</p><p>If you&#39;re a believer that the Nasdaq 100 is moving sideways or even slightly down over the next 12 months, QYLD could be a nice option for investors.</p><p><a href=\"https://laohu8.com/S/XYLD\">Global X S&amp;P 500 Covered Call ETF </a><img src=\"https://static.tigerbbs.com/8477174a9550e6e6be26ab70b2b5cc61\" tg-width=\"1200\" tg-height=\"655\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>XYLD is effectively the same as QYLD, except it uses the S&amp;P 500 as its core index instead of the S&amp;P 500. It also yields approximately 12%. The S&amp;P 500 is generally considered less volatile than the Nasdaq 100, but above average market volatility has made the fund more than able to hit the 12% yield mark.</p><p>XYLD has been a little unusual in that it did an effective job of being able to capture share price gains in addition to the high yield. It couldn&#39;t hold that trend in 2022, but most ETFs, even covered call ones, had trouble generating much above average performance. XYLD could be preferable to QYLD if you want a little less tech exposure in your portfolio.</p><p><a href=\"https://laohu8.com/S/RYLD\">Global X Russell 2000 Covered Call ETF </a><img src=\"https://static.tigerbbs.com/484a1e959ef9d1f6dd2557f881ae890f\" tg-width=\"1200\" tg-height=\"641\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>Let&#39;s round this out with Global X&#39;s covered call ETF using small-caps instead of large-caps. RYLD is the only ETF out there writing call options over a small-cap portfolio, so it&#39;s a bit of a unicorn. Its 12% yield is in line with QYLD and XYLD for the reasons mentioned already - higher risk levels tend to come with higher income premiums.</p><p>As we&#39;ve already seen over the past month or two, that risk can be a problem. Small-caps have been declining and RYLD has declined with it. The yield is certainly attractive, but these covered call ETFs can experience share price declines along with their indexes under the wrong conditions. Look no further than Q1 2020 and Q1 2022 to see what can potentially happen.</p><p><a href=\"https://laohu8.com/S/DIVO\">Amplify CWP Enhanced Dividend Income ETF </a><img src=\"https://static.tigerbbs.com/342a352c79c8ce497048b5a2421796fe\" tg-width=\"1200\" tg-height=\"634\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>DIVO is unique in both how it takes a quality approach to portfolio construction and uses a tactical strategy to determine where and how to write call options on the portfolio. The fact that it&#39;s actively managed also provides an advantage in that it allows the management team to pivot quickly should conditions change.</p><p>DIVO&#39;s portfolio consists of roughly 20-25 stocks that have histories of both dividend and earnings growth and are adjusted according to market cap, management track record, earnings, cash flow and return on equity. On top of that portfolio, covered calls are written against individual stock positions on a tactical basis looking for the most attractive opportunities. DIVO aims to deliver a yield of between 4-7%, which is a combination of dividend income and options premiums. As of the latest semi-annual update, DIVO had options written against 6 stocks.</p><p><a href=\"https://laohu8.com/S/KNG\">FT CBOE Vest S&amp;P 500 Dividend Aristocrats Target Income ETF </a><img src=\"https://static.tigerbbs.com/22b314902a697470f952c5781d8aea9a\" tg-width=\"1200\" tg-height=\"621\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>KNG is an interesting option if you&#39;re interested in using dividend growth stocks as a key part of your income strategy. This fund starts with an equal-weighted portfolio of the stocks contained in the S&amp;P 500 Dividend Aristocrats Index and then issues a rolling series of written call options on each of the aristocrat stocks. Its primary objective is generating an annualized income from stock dividends and option premiums that is approximately 3% over the annual dividend yield of the S&amp;P 500. As of right now, it&#39;s coming a little short of that goal, offering a distribution yield of around 4.1% compared to the 1.5% yield of the S&amp;P 500. This is a nice option for capturing a much higher yield from a very popular investment strategy.</p><p><a href=\"https://laohu8.com/S/PBP\">Invesco S&amp;P 500 BuyWrite ETF </a><img src=\"https://static.tigerbbs.com/f98224e217b572f141522562ae20232d\" tg-width=\"1200\" tg-height=\"657\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>PBP is essentially Invesco&#39;s version of XYLD. It also lays a covered call writing strategy over the entire portfolio. The only major difference I see is that PBP will write options with strikes prices &#34;at or above&#34; the prevailing S&amp;P 500 prices, where XYLD targets at-the-money options contracts specifically. The difference, though, has allowed PBP to capture somewhat higher share price returns over the past couple of years as well.</p><p><a href=\"https://laohu8.com/S/QYLG\">Global X Nasdaq 100 Covered Call &amp; Growth ETF </a><img src=\"https://static.tigerbbs.com/317443ecc5ce5b1289ba36e760c5e471\" tg-width=\"1200\" tg-height=\"651\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>QYLG is interesting in that allows for more share price growth potential in exchange for a lower yield. Whereas QYLD writes options over 100% of the portfolio, QYLG writes them over just 50%. Its current forward-looking distribution rate is around 6%, roughly half that of QYLD. QYLG as well as the Global X S&amp;P 500 Covered Call &amp; Growth ETF (XYLG) offer nice middle grounds between the underlying index outright and investing in a full-out covered call strategy, although downside potential is greater in a bear market.</p></body></html>","source":"lsy1610613172068","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>Top 7 High Yield Covered Call ETFs For 2022</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\">\nTop 7 High Yield Covered Call ETFs For 2022\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-07-29 10:42 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.thestreet.com/etffocus/trade-ideas/top-7-high-yield-covered-call-etfs-for-2022><strong>The Street</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Covered call ETFs haven't been able to avoid all of the losses in stocks this year, but they've done a much better job at offering a degree of downside protection. Through July 27th, the S&P 500 has ...</p>\n\n<a href=\"https://www.thestreet.com/etffocus/trade-ideas/top-7-high-yield-covered-call-etfs-for-2022\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"XYLD":"Global X S&P 500 Covered Call ETF","QYLG":"Nasdaq 100 Covered Call & Growth ETF","RYLD":"Global X Russell 2000 Covered Call ETF","DIVO":"Amplify YieldShares CWP Dividend & Option Income ETF","DJIA":"GLOBAL X DOW 30® COVERED CALL ETF","KNG":"FT Vest S&P 500 Dividend Aristocrats Target Income ETF","PBP":"Invesco S&P 500 BuyWrite ETF"},"source_url":"https://www.thestreet.com/etffocus/trade-ideas/top-7-high-yield-covered-call-etfs-for-2022","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1137733721","content_text":"Covered call ETFs haven't been able to avoid all of the losses in stocks this year, but they've done a much better job at offering a degree of downside protection. Through July 27th, the S&P 500 has fallen 15% year-to-date, but several covered call ETFs, including the ones I'll discuss below, have limited losses to the 7-10% range. Considering the risk/return profile of these funds, this is actually a little better than many might expect. Depending on the strategy, these funds offer varying degrees of downside protection and upside capture, but topping the broader market by 4-7% in many cases is a solid year in an adverse environment.Bonds are looking a little better in being able to provide at least reasonable yields, but the duration risk has made them unpalatable. Covered calls have been a much preferred yield strategy for the 1st half of 2022, but the 2nd half may look a lot different. Investors are starting to pivot away from the Fed narrative and have begun paying more attention to a recession. That'll probably be bullish for bonds and bearish for stocks until the point where the Fed stops raising rates and turns dovish.Covered calls can be a great way to maximize yield when conditions aren't exactly favoring more share price gains. Those high yields, of course, come with a tradeoff. Investors who write calls capture the income from options premiums, but end up giving up a lot of capital growth upside (the shares get called away as they're appreciating). If you're expecting a sideways or even modestly declining market, covered call strategies can be a way of outperforming on a total return basis or just earning a potentially double digit yield.The ETF industry offers more than a dozen different funds using covered call strategies, including the Global X Dow 30 Covered Call ETF (DJIA), which was just launched earlier this year. Global X is by far the biggest issuer of these products, but several fund companies have jumped in to offer some relatively unique strategies that could prove to be beneficial to investors throughout the remainder of 2022.Here are 7 high-yielding covered call ETFs to consider in 2022.Global X Nasdaq 100 Covered Call ETF QYLD is easily the largest covered call ETF out there, which shouldn't be surprising given that it uses the Nasdaq 100 as its core index. The fund's strategy is very straightforward - it buys all individual index components in the same weighting to effectively mimic the Nasdaq 100 and then writes a series of at-the-money calls on 100% of the portfolio's assets in order to maximize income.Here's the upside. QYLD currently yields roughly 12%, making it one of the highest yielding ETF choices out there. It also pays dividends on a monthly basis, making it incredibly convenient for investors looking to live off of their portfolio income.Here's the downside. Because options are written over 100% of the portfolio, you're essentially giving up a lot of the capital growth upside. That's easy to see looking at the chart above where the share price peaked around the $23-24 level before drifting down to the high teens.Global X has a unique twist to its covered call ETFs though. It caps distributions at 1% monthly for its full covered call ETF suite (i.e. not the covered call & growth funds). Thus, the 12% yield \"cap\". In cases where the income earned exceeds the 1% cap, it goes back into the fund's net asset base and gets reflected in a higher share price. In essence, QYLD can offer high income AND share price growth under the right circumstances even though it uses a 100% overlay.That's happened in 2022 where options premiums have gone way up as volatility increases. In recent months, QYLD (along with XYLD and RYLD) have more than doubled the yield cap. That's helped support the share price, although it hasn't translated into gains.If you're a believer that the Nasdaq 100 is moving sideways or even slightly down over the next 12 months, QYLD could be a nice option for investors.Global X S&P 500 Covered Call ETF XYLD is effectively the same as QYLD, except it uses the S&P 500 as its core index instead of the S&P 500. It also yields approximately 12%. The S&P 500 is generally considered less volatile than the Nasdaq 100, but above average market volatility has made the fund more than able to hit the 12% yield mark.XYLD has been a little unusual in that it did an effective job of being able to capture share price gains in addition to the high yield. It couldn't hold that trend in 2022, but most ETFs, even covered call ones, had trouble generating much above average performance. XYLD could be preferable to QYLD if you want a little less tech exposure in your portfolio.Global X Russell 2000 Covered Call ETF Let's round this out with Global X's covered call ETF using small-caps instead of large-caps. RYLD is the only ETF out there writing call options over a small-cap portfolio, so it's a bit of a unicorn. Its 12% yield is in line with QYLD and XYLD for the reasons mentioned already - higher risk levels tend to come with higher income premiums.As we've already seen over the past month or two, that risk can be a problem. Small-caps have been declining and RYLD has declined with it. The yield is certainly attractive, but these covered call ETFs can experience share price declines along with their indexes under the wrong conditions. Look no further than Q1 2020 and Q1 2022 to see what can potentially happen.Amplify CWP Enhanced Dividend Income ETF DIVO is unique in both how it takes a quality approach to portfolio construction and uses a tactical strategy to determine where and how to write call options on the portfolio. The fact that it's actively managed also provides an advantage in that it allows the management team to pivot quickly should conditions change.DIVO's portfolio consists of roughly 20-25 stocks that have histories of both dividend and earnings growth and are adjusted according to market cap, management track record, earnings, cash flow and return on equity. On top of that portfolio, covered calls are written against individual stock positions on a tactical basis looking for the most attractive opportunities. DIVO aims to deliver a yield of between 4-7%, which is a combination of dividend income and options premiums. As of the latest semi-annual update, DIVO had options written against 6 stocks.FT CBOE Vest S&P 500 Dividend Aristocrats Target Income ETF KNG is an interesting option if you're interested in using dividend growth stocks as a key part of your income strategy. This fund starts with an equal-weighted portfolio of the stocks contained in the S&P 500 Dividend Aristocrats Index and then issues a rolling series of written call options on each of the aristocrat stocks. Its primary objective is generating an annualized income from stock dividends and option premiums that is approximately 3% over the annual dividend yield of the S&P 500. As of right now, it's coming a little short of that goal, offering a distribution yield of around 4.1% compared to the 1.5% yield of the S&P 500. This is a nice option for capturing a much higher yield from a very popular investment strategy.Invesco S&P 500 BuyWrite ETF PBP is essentially Invesco's version of XYLD. It also lays a covered call writing strategy over the entire portfolio. The only major difference I see is that PBP will write options with strikes prices \"at or above\" the prevailing S&P 500 prices, where XYLD targets at-the-money options contracts specifically. The difference, though, has allowed PBP to capture somewhat higher share price returns over the past couple of years as well.Global X Nasdaq 100 Covered Call & Growth ETF QYLG is interesting in that allows for more share price growth potential in exchange for a lower yield. Whereas QYLD writes options over 100% of the portfolio, QYLG writes them over just 50%. Its current forward-looking distribution rate is around 6%, roughly half that of QYLD. QYLG as well as the Global X S&P 500 Covered Call & Growth ETF (XYLG) offer nice middle grounds between the underlying index outright and investing in a full-out covered call strategy, although downside potential is greater in a bear market.","news_type":1},"isVote":1,"tweetType":1,"viewCount":395,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9916363153,"gmtCreate":1664512272473,"gmtModify":1676537469404,"author":{"id":"3563489168295977","authorId":"3563489168295977","name":"STSS","avatar":"https://static.tigerbbs.com/c9990000e788fa6c445a95b47ef26606","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3563489168295977","idStr":"3563489168295977"},"themes":[],"htmlText":"Ohh","listText":"Ohh","text":"Ohh","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9916363153","repostId":"1188324957","repostType":4,"repost":{"id":"1188324957","pubTimestamp":1664501785,"share":"https://ttm.financial/m/news/1188324957?lang=&edition=fundamental","pubTime":"2022-09-30 09:36","market":"us","language":"en","title":"Apple’s Ugly Day Wipes Out $120 Billion, Spills Over Big Tech","url":"https://stock-news.laohu8.com/highlight/detail?id=1188324957","media":"Bloomberg","summary":"IPhone maker fell 4.9% after a rare analyst rating downgradeAmazon and Alphabet shares drop nearly 3","content":"<html><head></head><body><ul><li>IPhone maker fell 4.9% after a rare analyst rating downgrade</li><li>Amazon and Alphabet shares drop nearly 3% amid broad selloff</li></ul><p>Apple Inc.shares buckled after a rare analyst downgrade exacerbated another wave of selling pressure that wiped out hundreds of billions of dollars in market value from the largest US technology stocks.</p><p>The iPhone maker dropped 4.9% after Bank of Americacutits rating to neutral from buy, warning of weaker consumer demand for its popular devices. The selloff erased roughly $120 billion from Apple’s market capitalization.</p><p>There were few places to hide on Thursday with investors dumping stocks as Federal Reserve officials continue totalk toughon raising interest rates in the central bank’s fight against inflation. There were just three gainers in the Nasdaq 100 Stock Index, which fell 2.9% and within spitting distance of its June 16 low. Amazon.com Inc. and Alphabet Inc. fell nearly 3%, while Microsoft Corp. dropped 1.5%.</p><p>Meta Platforms sank 3.7% after Chief Executive Officer Mark Zuckerbergoutlinedplans to reduce headcount for the first time ever. The social media giant’s shares have fallen 59% this year amid slowing user growth.</p><p><img src=\"https://static.tigerbbs.com/4bd998a1b220129d9fe0b36a07833bc1\" tg-width=\"620\" tg-height=\"348\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>Apple has been treated as a haven for much of this year, outperforming fellow mega-caps and the broader tech gauge amid a steep selloff driven by recession fears. The world’s most valuable company with a market value of nearly $2.3 trillion has now fallen about 20% in 2022, compared to a 32% decline for the Nasdaq 100.</p><p>With consumer spending expected to cool across regions, BofA analysts led by Wamsi Mohan said demand for Apple’s services has already slowed and product demand is likely to follow. Pressure from a stronger dollar will only add to its woes, they said.</p><p>While “Apple’s long-term prospects remain favorable,” BofA expects negative estimate revisions and valuation risks in the near-term.</p><p>The Nasdaq 100 is on pace for its longest streak of quarterly declines in 20 years, yet investors are stillbracingfor more pain as the Federal Reserve aggressively raises interest rates and Wall Street analysts begin cutting profit estimates.</p><p>Estimates for 2023 profit growth for tech companies in the S&amp;P 500 have declined about 6 percentage points since the start of 2022, compared with a drop of 4 percentage points for the broader index, according to data compiled by Bloomberg Intelligence.</p></body></html>","source":"lsy1584095487587","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Apple’s Ugly Day Wipes Out $120 Billion, Spills Over Big Tech</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nApple’s Ugly Day Wipes Out $120 Billion, Spills Over Big Tech\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-09-30 09:36 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.bloomberg.com/news/articles/2022-09-29/apple-hit-with-downgrade-as-bofa-sees-outperformance-at-risk><strong>Bloomberg</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>IPhone maker fell 4.9% after a rare analyst rating downgradeAmazon and Alphabet shares drop nearly 3% amid broad selloffApple Inc.shares buckled after a rare analyst downgrade exacerbated another wave...</p>\n\n<a href=\"https://www.bloomberg.com/news/articles/2022-09-29/apple-hit-with-downgrade-as-bofa-sees-outperformance-at-risk\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AAPL":"苹果"},"source_url":"https://www.bloomberg.com/news/articles/2022-09-29/apple-hit-with-downgrade-as-bofa-sees-outperformance-at-risk","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1188324957","content_text":"IPhone maker fell 4.9% after a rare analyst rating downgradeAmazon and Alphabet shares drop nearly 3% amid broad selloffApple Inc.shares buckled after a rare analyst downgrade exacerbated another wave of selling pressure that wiped out hundreds of billions of dollars in market value from the largest US technology stocks.The iPhone maker dropped 4.9% after Bank of Americacutits rating to neutral from buy, warning of weaker consumer demand for its popular devices. The selloff erased roughly $120 billion from Apple’s market capitalization.There were few places to hide on Thursday with investors dumping stocks as Federal Reserve officials continue totalk toughon raising interest rates in the central bank’s fight against inflation. There were just three gainers in the Nasdaq 100 Stock Index, which fell 2.9% and within spitting distance of its June 16 low. Amazon.com Inc. and Alphabet Inc. fell nearly 3%, while Microsoft Corp. dropped 1.5%.Meta Platforms sank 3.7% after Chief Executive Officer Mark Zuckerbergoutlinedplans to reduce headcount for the first time ever. The social media giant’s shares have fallen 59% this year amid slowing user growth.Apple has been treated as a haven for much of this year, outperforming fellow mega-caps and the broader tech gauge amid a steep selloff driven by recession fears. The world’s most valuable company with a market value of nearly $2.3 trillion has now fallen about 20% in 2022, compared to a 32% decline for the Nasdaq 100.With consumer spending expected to cool across regions, BofA analysts led by Wamsi Mohan said demand for Apple’s services has already slowed and product demand is likely to follow. Pressure from a stronger dollar will only add to its woes, they said.While “Apple’s long-term prospects remain favorable,” BofA expects negative estimate revisions and valuation risks in the near-term.The Nasdaq 100 is on pace for its longest streak of quarterly declines in 20 years, yet investors are stillbracingfor more pain as the Federal Reserve aggressively raises interest rates and Wall Street analysts begin cutting profit estimates.Estimates for 2023 profit growth for tech companies in the S&P 500 have declined about 6 percentage points since the start of 2022, compared with a drop of 4 percentage points for the broader index, according to data compiled by Bloomberg Intelligence.","news_type":1},"isVote":1,"tweetType":1,"viewCount":255,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9087539876,"gmtCreate":1651021420832,"gmtModify":1676534835755,"author":{"id":"3563489168295977","authorId":"3563489168295977","name":"STSS","avatar":"https://static.tigerbbs.com/c9990000e788fa6c445a95b47ef26606","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3563489168295977","idStr":"3563489168295977"},"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/9087539876","repostId":"1187806873","repostType":2,"repost":{"id":"1187806873","weMediaInfo":{"introduction":"Providing stock market headlines, business news, financials and earnings ","home_visible":1,"media_name":"Tiger Newspress","id":"1079075236","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1651020606,"share":"https://ttm.financial/m/news/1187806873?lang=&edition=fundamental","pubTime":"2022-04-27 08:50","market":"sg","language":"en","title":"Singapore Stocks To Watch: ESR-Reit, FCT, Sheng Siong, Keppel Infrastructure Trust","url":"https://stock-news.laohu8.com/highlight/detail?id=1187806873","media":"Tiger Newspress","summary":"THE following companies saw new developments that may affect trading of their securities on Wednesda","content":"<html><head></head><body><p>THE following companies saw new developments that may affect trading of their securities on Wednesday (Apr 27):</p><p><a href=\"https://laohu8.com/S/BN4.SI\">Keppel Corporation</a>, Sembcorp Marine: Both entities have entered into a definitive agreement to merge their offshore and marine units in a deal which will help Keppel realise S$9.4 billion in value. Trading in both counters were halted on Wednesday morning. Keppel Corp shares closed 0.5 per cent or S$0.03 lower at S$6.66 on Tuesday.</p><p><a href=\"https://laohu8.com/S/J91U.SI\">ESR-Reit</a>: The manager of ESR-REIT has reported distribution per unit (DPU) of 0.723 cents for the 1QFY2022 ended March, 9.6% lower than the DPU of 0.8 cents in the corresponding period the year before.</p><p>The lower DPU was attributable to the enlarged unit base. In the 1QFY2022, the REIT had a total of 4.05 billion units compared to the 3.59 billion units in the 1QFY2021 due to the equity fund raising comprising a private placement of 268.8 million new ESR-REIT units and a preferential offering of 124.1 million new units in ESR-REIT, which were completed in May and August 2021 respectively.</p><p><a href=\"https://laohu8.com/S/J69U.SI\">Frasers Centrepoint Trust</a>: EVOLVING shopping trends amid the pandemic has lifted sales by tenants at Frasers Centrepoint Trust&#39;s (FCT) portfolio of suburban retail malls to above pre-Covid levels in its first quarter ended December.</p><p>Portfolio tenants&#39; sales rose 2 percentage points to draw level with pre-Covid levels in October 2021, before edging 1 per cent higher in November.</p><p><a href=\"https://laohu8.com/S/OV8.SI\">Sheng Siong</a>: SUPERMARKET operator Sheng Siong on Tuesday (Apr 26) posted a 13.9 per cent rise in net profit to S$35.1 million for its first quarter ended Mar 31, 2022, from S$30.8 million a year ago.</p><p>Revenue for the quarter rose 6 per cent to S$358 million, from S$337.5 million a year ago, according to the mainboard-listed group in a business update.</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Singapore Stocks To Watch: ESR-Reit, FCT, Sheng Siong, Keppel Infrastructure Trust</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; 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overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nSingapore Stocks To Watch: ESR-Reit, FCT, Sheng Siong, Keppel Infrastructure Trust\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time\">2022-04-27 08:50</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>THE following companies saw new developments that may affect trading of their securities on Wednesday (Apr 27):</p><p><a href=\"https://laohu8.com/S/BN4.SI\">Keppel Corporation</a>, Sembcorp Marine: Both entities have entered into a definitive agreement to merge their offshore and marine units in a deal which will help Keppel realise S$9.4 billion in value. Trading in both counters were halted on Wednesday morning. Keppel Corp shares closed 0.5 per cent or S$0.03 lower at S$6.66 on Tuesday.</p><p><a href=\"https://laohu8.com/S/J91U.SI\">ESR-Reit</a>: The manager of ESR-REIT has reported distribution per unit (DPU) of 0.723 cents for the 1QFY2022 ended March, 9.6% lower than the DPU of 0.8 cents in the corresponding period the year before.</p><p>The lower DPU was attributable to the enlarged unit base. In the 1QFY2022, the REIT had a total of 4.05 billion units compared to the 3.59 billion units in the 1QFY2021 due to the equity fund raising comprising a private placement of 268.8 million new ESR-REIT units and a preferential offering of 124.1 million new units in ESR-REIT, which were completed in May and August 2021 respectively.</p><p><a href=\"https://laohu8.com/S/J69U.SI\">Frasers Centrepoint Trust</a>: EVOLVING shopping trends amid the pandemic has lifted sales by tenants at Frasers Centrepoint Trust&#39;s (FCT) portfolio of suburban retail malls to above pre-Covid levels in its first quarter ended December.</p><p>Portfolio tenants&#39; sales rose 2 percentage points to draw level with pre-Covid levels in October 2021, before edging 1 per cent higher in November.</p><p><a href=\"https://laohu8.com/S/OV8.SI\">Sheng Siong</a>: SUPERMARKET operator Sheng Siong on Tuesday (Apr 26) posted a 13.9 per cent rise in net profit to S$35.1 million for its first quarter ended Mar 31, 2022, from S$30.8 million a year ago.</p><p>Revenue for the quarter rose 6 per cent to S$358 million, from S$337.5 million a year ago, according to the mainboard-listed group in a business update.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"J91U.SI":"ESR-REIT","OV8.SI":"昇菘","BN4.SI":"吉宝有限公司","STI.SI":"富时新加坡海峡指数"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1187806873","content_text":"THE following companies saw new developments that may affect trading of their securities on Wednesday (Apr 27):Keppel Corporation, Sembcorp Marine: Both entities have entered into a definitive agreement to merge their offshore and marine units in a deal which will help Keppel realise S$9.4 billion in value. Trading in both counters were halted on Wednesday morning. Keppel Corp shares closed 0.5 per cent or S$0.03 lower at S$6.66 on Tuesday.ESR-Reit: The manager of ESR-REIT has reported distribution per unit (DPU) of 0.723 cents for the 1QFY2022 ended March, 9.6% lower than the DPU of 0.8 cents in the corresponding period the year before.The lower DPU was attributable to the enlarged unit base. In the 1QFY2022, the REIT had a total of 4.05 billion units compared to the 3.59 billion units in the 1QFY2021 due to the equity fund raising comprising a private placement of 268.8 million new ESR-REIT units and a preferential offering of 124.1 million new units in ESR-REIT, which were completed in May and August 2021 respectively.Frasers Centrepoint Trust: EVOLVING shopping trends amid the pandemic has lifted sales by tenants at Frasers Centrepoint Trust's (FCT) portfolio of suburban retail malls to above pre-Covid levels in its first quarter ended December.Portfolio tenants' sales rose 2 percentage points to draw level with pre-Covid levels in October 2021, before edging 1 per cent higher in November.Sheng Siong: SUPERMARKET operator Sheng Siong on Tuesday (Apr 26) posted a 13.9 per cent rise in net profit to S$35.1 million for its first quarter ended Mar 31, 2022, from S$30.8 million a year ago.Revenue for the quarter rose 6 per cent to S$358 million, from S$337.5 million a year ago, according to the mainboard-listed group in a business update.","news_type":1},"isVote":1,"tweetType":1,"viewCount":241,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9089475316,"gmtCreate":1650029585109,"gmtModify":1676534631880,"author":{"id":"3563489168295977","authorId":"3563489168295977","name":"STSS","avatar":"https://static.tigerbbs.com/c9990000e788fa6c445a95b47ef26606","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3563489168295977","idStr":"3563489168295977"},"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":1,"repostSize":0,"link":"https://ttm.financial/post/9089475316","repostId":"1129630254","repostType":2,"repost":{"id":"1129630254","pubTimestamp":1650036330,"share":"https://ttm.financial/m/news/1129630254?lang=&edition=fundamental","pubTime":"2022-04-15 23:25","market":"us","language":"en","title":"7 Warren Buffett Dividend Stocks With The Highest Yields","url":"https://stock-news.laohu8.com/highlight/detail?id=1129630254","media":"Benzinga","summary":"When it comes to playing defense, Buffett's stocks are always high-quality investments.Chevron and V","content":"<html><head></head><body><ul><li>When it comes to playing defense, Buffett&#39;s stocks are always high-quality investments.</li><li>Chevron and Verizon are among those stocks.</li></ul><p>The stock market rally has run out of steam so far in 2022 as investors grow increasingly concerned about elevated inflation and the potential for aggressive Federal Reserve interest rate hikes. The U.S. economic outlook is uncertain, the war in Ukraine is uncertain and the valuation of growth stocks is uncertain as interest rates start to rise.</p><p>Fortunately, <b>Berkshire Hathaway Inc.</b> CEO <b>Warren Buffett</b> is perhaps the most popular and successful value investor of all time.</p><p>When it comes to playing defense, Buffett&#39;s stocks are always high-quality investments, and a handful of them even pay sizable dividends as well. Here are the seven Buffett stocks to buy with the highest dividend yields.</p><p><b><a href=\"https://laohu8.com/S/STOR\">Store Capital Corp</a></b></p><p>Store Capital is an internally managed net-leasereal estate investmenttrust (REIT).</p><p>Store shares are down about 13.8% so far in 2022, but the stock&#39;s weakness has pushed its dividend yield up to 5.2%, the highest of any stock Buffett currently owns. A large portion of Store&#39;s income comes from restaurants, health clubs, movie theaters and other businesses that could see a strong rebound this year.</p><p>Buffett first invested in Store Capital back in the second quarter of 2017. His current stake of about 24.4 million shares is worth more than $722.4 million.</p><p><b><a href=\"https://laohu8.com/S/VZ\">Verizon Communications Inc.</a></b></p><p>Verizon is the largest U.S. wireless carrier. It&#39;s also one of the highest-yielding stocks in the Buffett portfolio with a dividend of 4.7%.</p><p>Verizon shares have bucked the negative market trend so far in 2022, gaining 4.5% year-to-date even before factoring in the dividend. Buffett first invested aggressively in Verizon in the fourth quarter of 2020. There are several aspects of Verizon shares that likely attracted Buffett, including its valuation, its relatively stable business, its high margins and its resistance to an economic downturn.</p><p>Berkshire holds about 158.8 million shares of VZ stock worth more than $8.6 billion.</p><p><b><a href=\"https://laohu8.com/S/KHC\">Kraft Heinz Co</a></b></p><p>Kraft Heinz is one of the largest consumer packaged food and beverage companies in the world. Not only is Kraft Heinz one of Buffett&#39;s highest-yielding dividend stocks, it&#39;s also one of Berkshire&#39;s five largest overall holdings.</p><p>Kraft Heinz has been a bright spot for Buffett so far in 2022, gaining 16.6% year-to-date. Even after the stock&#39;s rally, Kraft Heinz shares still pay a 3.8% dividend.</p><p>Buffett first invested in Kraft Heinz back in the third quarter of 2015. His current stake of about 325.6 million shares is worth more than $13.5 billion.</p><p><b><a href=\"https://laohu8.com/S/USB\">US Bancorp</a></b></p><p>U.S. Bancorp is the sixth-largest U.S. bank by deposits. It&#39;s also one of the highest-yielding Buffett stocks with a dividend of 3.6%.</p><p>Buffett is known for his love of bank stocks, but yield curves have been frustratingly flat for bank investors even as the Federal Reserve has moved to aggressively raise interest rates to combat inflation. U.S. Bancorp shares are down about 10.7% so far in 2022.</p><p>Buffett first invested in U.S. Bancorp way back in the first quarter of 2006. His current stake of about 144 million shares is worth more than $7.2 billion.</p><p><b><a href=\"https://laohu8.com/S/ABBV\">AbbVie Inc</a></b></p><p>AbbVie is a global research-based pharmaceuticals business, and its lead product is rheumatoid arthritis drug Humira. It&#39;s also one of the highest-yielding stocks in the Buffett portfolio with a dividend of 3.3%.</p><p>AbbVie shares have also bucked the negative market trend so far in 2022, gaining 17.2% year-to-date even before factoring in the dividend. Buffett first invested in AbbVie in the third quarter of 2020. In recent quarters, Buffett has been dumping his healthcare stocks, and AbbVie is no exception.</p><p>Berkshire now holds about 3 million shares of ABBV stock worth more than $410.7 million, but he sold about 78% of his stake in the fourth quarter of 2021.</p><p><b><a href=\"https://laohu8.com/S/CVX\">Chevron Corporation</a></b></p><p>Oil major Chevron is one of Buffett&#39;s newest investments, and it has been a home run so far.</p><p>Buffett first invested in Chevron in the fourth quarter of 2020, and the stock is up 68% in the past year as oil and gas prices have skyrocketed. Even after the big run, Chevron shares still pay a sizable 3.3% dividend, and Buffett is still loving the stock. Berkshire&#39;s most recent quarterly filings revealed Buffett raised his stake in Chevron by about 33% in the most recent quarter.</p><p>As of the end of 2021, Berkshire held about 38.2 million shares of Chevron worth more than $6.5 billion.</p><p><b><a href=\"https://laohu8.com/S/BK\">Bank of New York Mellon Corp</a></b></p><p>Bank of New York Mellon is a leading global asset servicer, providing securities processing, asset management and servicing to institutional and individual clients. It&#39;s also one of the highest-yielding Buffett stocks with a dividend of 2.8%.</p><p>Bank of New York Mellon investors are likely frustrated that interest rates are finally rising and the stock is still lagging the overall market. BK shares are down about 17% so far in 2022.</p><p>Buffett first invested in U.S. Bancorp way back in the third quarter of 2010. His current stake of about 47.3 million shares is worth more than $3.5 billion.</p></body></html>","source":"lsy1606299360108","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>7 Warren Buffett Dividend Stocks With The Highest Yields</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\">\n7 Warren Buffett Dividend Stocks With The Highest Yields\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-04-15 23:25 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.benzinga.com/trading-ideas/long-ideas/22/04/26634190/7-warren-buffett-dividend-stocks-with-the-highest-yields><strong>Benzinga</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>When it comes to playing defense, Buffett's stocks are always high-quality investments.Chevron and Verizon are among those stocks.The stock market rally has run out of steam so far in 2022 as ...</p>\n\n<a href=\"https://www.benzinga.com/trading-ideas/long-ideas/22/04/26634190/7-warren-buffett-dividend-stocks-with-the-highest-yields\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"STOR":"STORE Capital","BRK.A":"伯克希尔","USB":"美国合众银行","VZ":"威瑞森","ABBV":"艾伯维公司","BRK.B":"伯克希尔B","BK":"纽约梅隆银行","CVX":"雪佛龙","KHC":"卡夫亨氏"},"source_url":"https://www.benzinga.com/trading-ideas/long-ideas/22/04/26634190/7-warren-buffett-dividend-stocks-with-the-highest-yields","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1129630254","content_text":"When it comes to playing defense, Buffett's stocks are always high-quality investments.Chevron and Verizon are among those stocks.The stock market rally has run out of steam so far in 2022 as investors grow increasingly concerned about elevated inflation and the potential for aggressive Federal Reserve interest rate hikes. The U.S. economic outlook is uncertain, the war in Ukraine is uncertain and the valuation of growth stocks is uncertain as interest rates start to rise.Fortunately, Berkshire Hathaway Inc. CEO Warren Buffett is perhaps the most popular and successful value investor of all time.When it comes to playing defense, Buffett's stocks are always high-quality investments, and a handful of them even pay sizable dividends as well. Here are the seven Buffett stocks to buy with the highest dividend yields.Store Capital CorpStore Capital is an internally managed net-leasereal estate investmenttrust (REIT).Store shares are down about 13.8% so far in 2022, but the stock's weakness has pushed its dividend yield up to 5.2%, the highest of any stock Buffett currently owns. A large portion of Store's income comes from restaurants, health clubs, movie theaters and other businesses that could see a strong rebound this year.Buffett first invested in Store Capital back in the second quarter of 2017. His current stake of about 24.4 million shares is worth more than $722.4 million.Verizon Communications Inc.Verizon is the largest U.S. wireless carrier. It's also one of the highest-yielding stocks in the Buffett portfolio with a dividend of 4.7%.Verizon shares have bucked the negative market trend so far in 2022, gaining 4.5% year-to-date even before factoring in the dividend. Buffett first invested aggressively in Verizon in the fourth quarter of 2020. There are several aspects of Verizon shares that likely attracted Buffett, including its valuation, its relatively stable business, its high margins and its resistance to an economic downturn.Berkshire holds about 158.8 million shares of VZ stock worth more than $8.6 billion.Kraft Heinz CoKraft Heinz is one of the largest consumer packaged food and beverage companies in the world. Not only is Kraft Heinz one of Buffett's highest-yielding dividend stocks, it's also one of Berkshire's five largest overall holdings.Kraft Heinz has been a bright spot for Buffett so far in 2022, gaining 16.6% year-to-date. Even after the stock's rally, Kraft Heinz shares still pay a 3.8% dividend.Buffett first invested in Kraft Heinz back in the third quarter of 2015. His current stake of about 325.6 million shares is worth more than $13.5 billion.US BancorpU.S. Bancorp is the sixth-largest U.S. bank by deposits. It's also one of the highest-yielding Buffett stocks with a dividend of 3.6%.Buffett is known for his love of bank stocks, but yield curves have been frustratingly flat for bank investors even as the Federal Reserve has moved to aggressively raise interest rates to combat inflation. U.S. Bancorp shares are down about 10.7% so far in 2022.Buffett first invested in U.S. Bancorp way back in the first quarter of 2006. His current stake of about 144 million shares is worth more than $7.2 billion.AbbVie IncAbbVie is a global research-based pharmaceuticals business, and its lead product is rheumatoid arthritis drug Humira. It's also one of the highest-yielding stocks in the Buffett portfolio with a dividend of 3.3%.AbbVie shares have also bucked the negative market trend so far in 2022, gaining 17.2% year-to-date even before factoring in the dividend. Buffett first invested in AbbVie in the third quarter of 2020. In recent quarters, Buffett has been dumping his healthcare stocks, and AbbVie is no exception.Berkshire now holds about 3 million shares of ABBV stock worth more than $410.7 million, but he sold about 78% of his stake in the fourth quarter of 2021.Chevron CorporationOil major Chevron is one of Buffett's newest investments, and it has been a home run so far.Buffett first invested in Chevron in the fourth quarter of 2020, and the stock is up 68% in the past year as oil and gas prices have skyrocketed. Even after the big run, Chevron shares still pay a sizable 3.3% dividend, and Buffett is still loving the stock. Berkshire's most recent quarterly filings revealed Buffett raised his stake in Chevron by about 33% in the most recent quarter.As of the end of 2021, Berkshire held about 38.2 million shares of Chevron worth more than $6.5 billion.Bank of New York Mellon CorpBank of New York Mellon is a leading global asset servicer, providing securities processing, asset management and servicing to institutional and individual clients. It's also one of the highest-yielding Buffett stocks with a dividend of 2.8%.Bank of New York Mellon investors are likely frustrated that interest rates are finally rising and the stock is still lagging the overall market. BK shares are down about 17% so far in 2022.Buffett first invested in U.S. Bancorp way back in the third quarter of 2010. His current stake of about 47.3 million shares is worth more than $3.5 billion.","news_type":1},"isVote":1,"tweetType":1,"viewCount":141,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":812660053,"gmtCreate":1630583682072,"gmtModify":1676530347019,"author":{"id":"3563489168295977","authorId":"3563489168295977","name":"STSS","avatar":"https://static.tigerbbs.com/c9990000e788fa6c445a95b47ef26606","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3563489168295977","idStr":"3563489168295977"},"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":23,"repostSize":1,"link":"https://ttm.financial/post/812660053","repostId":"2164844008","repostType":4,"isVote":1,"tweetType":1,"viewCount":240,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":174276142,"gmtCreate":1627106573886,"gmtModify":1703484377903,"author":{"id":"3563489168295977","authorId":"3563489168295977","name":"STSS","avatar":"https://static.tigerbbs.com/c9990000e788fa6c445a95b47ef26606","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3563489168295977","idStr":"3563489168295977"},"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":4,"repostSize":0,"link":"https://ttm.financial/post/174276142","repostId":"1112927800","repostType":4,"repost":{"id":"1112927800","pubTimestamp":1627089375,"share":"https://ttm.financial/m/news/1112927800?lang=&edition=fundamental","pubTime":"2021-07-24 09:16","market":"us","language":"en","title":"Will NIO Stock Follow Tesla's Footsteps? What To Consider Between These Two EV Stocks","url":"https://stock-news.laohu8.com/highlight/detail?id=1112927800","media":"seekingalpha","summary":"Let's take a look at how NIO compares to Tesla today, NIO's unique selling points, and the similarities between the two companies.NIO is a high-growth choice that does not seem overly expensive relative to how Tesla is valued.NIO is not a low-risk stock, however, and it may not be a good choice for everyone. Investors should also consider NIO's valuation versus legacy car companies.Both companies have benefitted from growing interest in EVs during 2020, a trend that saw share prices of most EV p","content":"<p><b>Summary</b></p>\n<ul>\n <li>Let's take a look at how NIO compares to Tesla today, NIO's unique selling points, and the similarities between the two companies.</li>\n <li>NIO is a high-growth choice that does not seem overly expensive relative to how Tesla is valued.</li>\n <li>NIO is not a low-risk stock, however, and it may not be a good choice for everyone. Investors should also consider NIO's valuation versus legacy car companies.</li>\n</ul>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/2f749c70c8a2af3e18d5f6cecc72bfbb\" tg-width=\"1536\" tg-height=\"704\" referrerpolicy=\"no-referrer\"><span>ipopba/iStock via Getty Images</span></p>\n<p><b>Article Thesis</b></p>\n<p>NIO, Inc. (NIO) is one of China's leading EV players, and has, through an attractive brand and its unique BaaS offering, attracted a lot of interest from consumers and investors. Today, however, the company is still way smaller than Tesla (TSLA), which is currently leading the global EV market. NIO is focused on its home market right now, which was true when Tesla was a smaller company as well, but NIO will try to grab market share in overseas markets as well. Shares are pricing in a lot of growth already, but if NIO can replicate Tesla's success, that could be more than justified.</p>\n<p><b>NIO And TSLA Stock Prices</b></p>\n<p>Both companies have benefitted from growing interest in EVs during 2020, a trend that saw share prices of most EV pureplays rise rapidly. The combination of growing market share for EVs, accommodating policies such as subsidies for EV purchases, and massive monetary stimulus let shares of NIO and TSLA rise rapidly. NIO is up 245% over the last year, while TSLA is up 101% over the same time. Both companies are currently trading below their all-time highs, however, which were hit in early 2021 before market sentiment for EV pureplays cooled to some degree.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/5ff5ce865807df85283775d2293b41af\" tg-width=\"635\" tg-height=\"481\" referrerpolicy=\"no-referrer\"><span>Data by YCharts</span></p>\n<p>Taking a quick look at analyst price targets, we see that Tesla is trading almost perfectly in line with the consensus, whereas NIO trades about 30% below the analyst target. If the analyst community is right, then NIO is a substantially better investment right here, as Tesla is not expected to see its shares rise meaningfully over the next year, whereas NIO has significant upside to the analyst price target.</p>\n<p><b>Is NIO Similar To Tesla?</b></p>\n<p>The answer to that question depends on what you focus on. There are similarities between the two companies, but there are also differences. One could thus say that, in some ways, the two are similar, but in others, they are not. Let's look at a couple of things:</p>\n<p><b>Business Model</b></p>\n<p>Both companies are focused on the EV space, although Tesla has, over the years, been building out a couple of other businesses as well, such as energy storage. Most of Tesla's revenues are generated through selling electric vehicles, which is also how NIO operates. Both companies are focused on the premium segment of EVs, selling higher-priced vehicles that compete with brands such as BMW, Mercedes, and Lexus. Both companies offer a small range of different vehicles, in Tesla's case those are the well-known S, X, 3, and Y, whereas NIO offers a sedan (ET7), and three SUVs (EC6, ES6, ES8). Despite the fact that NIO is a way smaller company today, the model lineups of the two companies do thus not differ too much.</p>\n<p>Both companies offer some type of charging infrastructure to their customers, in Tesla's case, that's the Supercharger network, where Tesla owners can charge their cars with up to 250kW, depending on what version of Supercharger is installed. NIO is following a different approach, offering a battery-as-a-service solution to its customers. NIO owners can get their battery switched out to a fully-charged battery at NIO's stations, a process that takes a couple of minutes and is thus significantly quicker compared to the regular EV charging offered by Tesla and other EV players. BaaS thus has advantages when it comes to the time it takes for a charge/swap, but it should be noted that Tesla's Superchargers are way more common around the world compared to NIO's battery-swapping stations. Rolling out that feature in additional markets will require large capital expenditures, but NIO's offering is a unique selling point compared to what all other EV players, including Tesla, are offering. It remains to be seen whether that will ultimately pay off, but this could become a major advantage for NIO as competition in the EV space is heating up.</p>\n<p><b>Size, growth, and valuation</b></p>\n<p>The two companies differ significantly in size, both when it comes to revenues and vehicle sales, as well as when it comes to the market value of the two companies. NIO has delivered22,000 vehicles in Q2, up 112% year over year, for an annual pace of around 90,000 vehicles. Tesla, meanwhile, has delivered 201,000 vehicles during Q2, up from 103,000 vehicles delivered during Q2 2020. This is strong growth on a year-over-year basis, although slightly below 100%, and thus below the growth rate that NIO is generating for now.</p>\n<p>Tesla delivers around 9x as many vehicles compared to NIO per quarter, when we look at the market capitalizations of the two companies, we see that the ratio is almost exactly the same, as Tesla's market cap of $640 billion is ~9x as high as that of NIO, at $72 billion. At similar growth rates, that would make perfect sense, but it looks like NIO might be the better deal for now, as it trades at a comparable valuation while generating better growth. This will be especially true in the coming quarters, where Tesla's growth is expected to slow down:</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/a986ea65130206f99961a46ce6cfed55\" tg-width=\"635\" tg-height=\"515\" referrerpolicy=\"no-referrer\"><span>Data by YCharts</span></p>\n<p>Tesla is forecasted to grow its revenue from $49 billion in 2021 to $83 billion in 2023, for an annual growth rate of 30%. NIO, meanwhile, is expected to see its revenue explode upwards from $5.4 billion to $12.8 billion between 2021 and 2023, for an annual growth rate of 54%. NIO is thus expected to grow way faster than Tesla over the next two years, on a relative basis. This shouldn't be a surprise, to be honest, as the law of large numbers dictates that maintaining massive growth rates becomes increasingly hard for a company the bigger it gets, and Tesla seems to have hit that point by now -- adding 50%+ a year to its top line will not be possible forever. This isn't even necessarily Tesla's fault, in fact, many high-quality growth companies have experienced the same. But investors should still consider this important fact -- Tesla's growth in coming years will be less exciting compared to what we have seen in the past, and peers, such as NIO, are growing faster.</p>\n<p>The same holds true when we take a longer-term view. Revenue estimates for 2025 rest at$22.6 billionfor NIO, up another 80% from the 2023 estimate, and up 320% from what analysts are forecasting for 2021. Tesla, meanwhile, is forecasted to generate revenues of $122.5 billion in 2025 -- a large number, but up by a comparatively weak 48% from 2023, and up by a total of 150% versus 2021. Between 2021 and 2025, NIO will thus 4x its revenue, while Tesla will 2.5x its revenue in the same time span -- a meaningful difference that should, all else equal, allow for a premium valuation for NIO, in the same way Tesla deserves a premium valuation versus legacy players such as Volkswagen (OTCPK:VWAGY).</p>\n<p>Looking at revenue estimates for 2025 relative to how the two companies are valued today, we see that NIO trades at 3.2x 2025 sales, while the 2025 sales multiple for Tesla is 5.2. For a long-term oriented investor, NIO thus seems like the better value today, thanks to the fact that it is trading at a significantly lower sales multiple when we take a look into the future. This does not necessarily mean that NIO is cheap, however, as even a 3.2x 2025 sales multiple is relatively high compared to how legacy auto companies are valued. NIO is looking less expensive than Tesla, however, even if its shares are not cheap on an absolute basis.</p>\n<p><b>Can NIO Be Worth As Much As Tesla?</b></p>\n<p>The answer to that depends on what time frame you are looking at. Today, NIO is significantly smaller than Tesla and thus rightfully trades at a way smaller market cap. It should also be noted that there is no guarantee that Tesla's shares are a great example of how an EV company should be valued -- it is, at least, possible that its shares are significantly&nbsp;overpriced&nbsp;today, I personally believe that as well (Note that some will argue that shares are&nbsp;underpriced, which is also among the possibilities, although I do not hold that belief personally).</p>\n<p>When we do, for a moment, assume that Tesla is correctly valued today and that EV companies do deserve a market cap in the $600 billion range when they sell about 800,000 vehicles a year, then NIO could eventually hit that as well, although not in the near term. NIO will sell about 90,000 vehicles this year, and that amount should grow to about 400,000 in 2025. If NIO were to grow its sales by 15% a year beyond that point, it could sell around 800,000 cars in 2030, or 9 years from now. If one wants to assume faster growth, the 800,000 vehicles a year line could also be crossed before 2030, e.g. in 2028 or 2029. If we do go with 2030 for now, then NIO could, at a similar deliveries-to-market capitalization ratio to Tesla, be valued at $600+ billion in 2030. In other words, NIO could be worth as much as Tesla (today) in nine years, when we assume that current growth projections are realistic and that a Tesla-like valuation is appropriate. Those are two major ifs, of course, and especially the second point is far from certain, I believe. I personally would not be too surprised to see Tesla's valuation compress, and thus NIO could trade well below the $600 billion market cap level in 2030, even if it continues to grow meaningfully. It is also possible that NIO's growth disappoints and that current projections are too bullish, although I think that NIO is well-positioned for growth thanks to its unique BaaS model and its strong brand that is especially well-recognized in its home market.</p>\n<p>It should also be noted that Tesla's market cap in 2030 could be very different from $600 billion, thus even in case NIO hits that level, it is not at all guaranteed that the two companies will have a similar market cap. Tesla might be valued at a way higher valuation by then, e.g. if the ARK model is right (something I personally think is unlikely). To answer the above question, one could thus say that NIO might be worth hundreds of billions of dollars, like Tesla, in 8-10 years, but that is not at all guaranteed. And even if that were to happen, Tesla might be worth significantly more by then.</p>\n<p><b>Is NIO A Good Stock To Buy Or Sell Now?</b></p>\n<p>When considering NIO as an investment, it doesn't really matter all that much whether it will become as large or highly valued as Tesla eventually. Instead, investors should ask themselves what total returns they can expect over the next couple of years, and whether those expected returns are high enough relative to the risks in NIO's business model. Regarding those risks, one should mention the fact that the company isn't profitable yet, which means that NIO is dependent on cash on its balance sheet for growth investments. On top of that, competition in the EV space is growing, and market share battles could pressure margins in coming years, although NIO seems relatively well-positioned thanks to its battery-swapping, which is, I believe, a strong USP. Last but not least, the company's dependence on its home market China is a potential risk that should be kept in mind, although it should also be noted that, for now, it seems like the Chinese government is very accommodating to Chinese EV companies.</p>\n<p>One could argue that valuations across the whole EV industry are too high, relative to how legacy auto companies are valued. Even those legacy players with attractive EV offerings such as Volkswagen or Ford trade at huge discounts compared to EV pureplays. But if one wants to invest in an EV pureplay, NIO doesn't seem like a bad choice. The company combines a strong brand, a unique BaaS offering, high growth rates, and shares trade at a discount compared to how the EV king Tesla is valued. At a little above 3x 2025 revenue, NIO does not seem overly expensive relative to other EV pureplays, although this still represents a premium versus legacy players, of course. If NIO manages to execute well and continues to roll out new models that are well-received by consumers, its shares could have significant upside potential in the long run. If EV stocks ever become an out-of-favor investment, NIO stock also could have considerable downside, however, this thus is not a low-risk pick. Depending on your risk tolerance, NIO could still be of value if you want a high-growth EV pureplay.</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>Will NIO Stock Follow Tesla's Footsteps? What To Consider Between These Two EV Stocks</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nWill NIO Stock Follow Tesla's Footsteps? What To Consider Between These Two EV Stocks\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-07-24 09:16 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4440950-will-nio-stock-follow-tesla-what-to-consider-ev-stocks><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Summary\n\nLet's take a look at how NIO compares to Tesla today, NIO's unique selling points, and the similarities between the two companies.\nNIO is a high-growth choice that does not seem overly ...</p>\n\n<a href=\"https://seekingalpha.com/article/4440950-will-nio-stock-follow-tesla-what-to-consider-ev-stocks\">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","TSLA":"特斯拉"},"source_url":"https://seekingalpha.com/article/4440950-will-nio-stock-follow-tesla-what-to-consider-ev-stocks","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1112927800","content_text":"Summary\n\nLet's take a look at how NIO compares to Tesla today, NIO's unique selling points, and the similarities between the two companies.\nNIO is a high-growth choice that does not seem overly expensive relative to how Tesla is valued.\nNIO is not a low-risk stock, however, and it may not be a good choice for everyone. Investors should also consider NIO's valuation versus legacy car companies.\n\nipopba/iStock via Getty Images\nArticle Thesis\nNIO, Inc. (NIO) is one of China's leading EV players, and has, through an attractive brand and its unique BaaS offering, attracted a lot of interest from consumers and investors. Today, however, the company is still way smaller than Tesla (TSLA), which is currently leading the global EV market. NIO is focused on its home market right now, which was true when Tesla was a smaller company as well, but NIO will try to grab market share in overseas markets as well. Shares are pricing in a lot of growth already, but if NIO can replicate Tesla's success, that could be more than justified.\nNIO And TSLA Stock Prices\nBoth companies have benefitted from growing interest in EVs during 2020, a trend that saw share prices of most EV pureplays rise rapidly. The combination of growing market share for EVs, accommodating policies such as subsidies for EV purchases, and massive monetary stimulus let shares of NIO and TSLA rise rapidly. NIO is up 245% over the last year, while TSLA is up 101% over the same time. Both companies are currently trading below their all-time highs, however, which were hit in early 2021 before market sentiment for EV pureplays cooled to some degree.\nData by YCharts\nTaking a quick look at analyst price targets, we see that Tesla is trading almost perfectly in line with the consensus, whereas NIO trades about 30% below the analyst target. If the analyst community is right, then NIO is a substantially better investment right here, as Tesla is not expected to see its shares rise meaningfully over the next year, whereas NIO has significant upside to the analyst price target.\nIs NIO Similar To Tesla?\nThe answer to that question depends on what you focus on. There are similarities between the two companies, but there are also differences. One could thus say that, in some ways, the two are similar, but in others, they are not. Let's look at a couple of things:\nBusiness Model\nBoth companies are focused on the EV space, although Tesla has, over the years, been building out a couple of other businesses as well, such as energy storage. Most of Tesla's revenues are generated through selling electric vehicles, which is also how NIO operates. Both companies are focused on the premium segment of EVs, selling higher-priced vehicles that compete with brands such as BMW, Mercedes, and Lexus. Both companies offer a small range of different vehicles, in Tesla's case those are the well-known S, X, 3, and Y, whereas NIO offers a sedan (ET7), and three SUVs (EC6, ES6, ES8). Despite the fact that NIO is a way smaller company today, the model lineups of the two companies do thus not differ too much.\nBoth companies offer some type of charging infrastructure to their customers, in Tesla's case, that's the Supercharger network, where Tesla owners can charge their cars with up to 250kW, depending on what version of Supercharger is installed. NIO is following a different approach, offering a battery-as-a-service solution to its customers. NIO owners can get their battery switched out to a fully-charged battery at NIO's stations, a process that takes a couple of minutes and is thus significantly quicker compared to the regular EV charging offered by Tesla and other EV players. BaaS thus has advantages when it comes to the time it takes for a charge/swap, but it should be noted that Tesla's Superchargers are way more common around the world compared to NIO's battery-swapping stations. Rolling out that feature in additional markets will require large capital expenditures, but NIO's offering is a unique selling point compared to what all other EV players, including Tesla, are offering. It remains to be seen whether that will ultimately pay off, but this could become a major advantage for NIO as competition in the EV space is heating up.\nSize, growth, and valuation\nThe two companies differ significantly in size, both when it comes to revenues and vehicle sales, as well as when it comes to the market value of the two companies. NIO has delivered22,000 vehicles in Q2, up 112% year over year, for an annual pace of around 90,000 vehicles. Tesla, meanwhile, has delivered 201,000 vehicles during Q2, up from 103,000 vehicles delivered during Q2 2020. This is strong growth on a year-over-year basis, although slightly below 100%, and thus below the growth rate that NIO is generating for now.\nTesla delivers around 9x as many vehicles compared to NIO per quarter, when we look at the market capitalizations of the two companies, we see that the ratio is almost exactly the same, as Tesla's market cap of $640 billion is ~9x as high as that of NIO, at $72 billion. At similar growth rates, that would make perfect sense, but it looks like NIO might be the better deal for now, as it trades at a comparable valuation while generating better growth. This will be especially true in the coming quarters, where Tesla's growth is expected to slow down:\nData by YCharts\nTesla is forecasted to grow its revenue from $49 billion in 2021 to $83 billion in 2023, for an annual growth rate of 30%. NIO, meanwhile, is expected to see its revenue explode upwards from $5.4 billion to $12.8 billion between 2021 and 2023, for an annual growth rate of 54%. NIO is thus expected to grow way faster than Tesla over the next two years, on a relative basis. This shouldn't be a surprise, to be honest, as the law of large numbers dictates that maintaining massive growth rates becomes increasingly hard for a company the bigger it gets, and Tesla seems to have hit that point by now -- adding 50%+ a year to its top line will not be possible forever. This isn't even necessarily Tesla's fault, in fact, many high-quality growth companies have experienced the same. But investors should still consider this important fact -- Tesla's growth in coming years will be less exciting compared to what we have seen in the past, and peers, such as NIO, are growing faster.\nThe same holds true when we take a longer-term view. Revenue estimates for 2025 rest at$22.6 billionfor NIO, up another 80% from the 2023 estimate, and up 320% from what analysts are forecasting for 2021. Tesla, meanwhile, is forecasted to generate revenues of $122.5 billion in 2025 -- a large number, but up by a comparatively weak 48% from 2023, and up by a total of 150% versus 2021. Between 2021 and 2025, NIO will thus 4x its revenue, while Tesla will 2.5x its revenue in the same time span -- a meaningful difference that should, all else equal, allow for a premium valuation for NIO, in the same way Tesla deserves a premium valuation versus legacy players such as Volkswagen (OTCPK:VWAGY).\nLooking at revenue estimates for 2025 relative to how the two companies are valued today, we see that NIO trades at 3.2x 2025 sales, while the 2025 sales multiple for Tesla is 5.2. For a long-term oriented investor, NIO thus seems like the better value today, thanks to the fact that it is trading at a significantly lower sales multiple when we take a look into the future. This does not necessarily mean that NIO is cheap, however, as even a 3.2x 2025 sales multiple is relatively high compared to how legacy auto companies are valued. NIO is looking less expensive than Tesla, however, even if its shares are not cheap on an absolute basis.\nCan NIO Be Worth As Much As Tesla?\nThe answer to that depends on what time frame you are looking at. Today, NIO is significantly smaller than Tesla and thus rightfully trades at a way smaller market cap. It should also be noted that there is no guarantee that Tesla's shares are a great example of how an EV company should be valued -- it is, at least, possible that its shares are significantly overpriced today, I personally believe that as well (Note that some will argue that shares are underpriced, which is also among the possibilities, although I do not hold that belief personally).\nWhen we do, for a moment, assume that Tesla is correctly valued today and that EV companies do deserve a market cap in the $600 billion range when they sell about 800,000 vehicles a year, then NIO could eventually hit that as well, although not in the near term. NIO will sell about 90,000 vehicles this year, and that amount should grow to about 400,000 in 2025. If NIO were to grow its sales by 15% a year beyond that point, it could sell around 800,000 cars in 2030, or 9 years from now. If one wants to assume faster growth, the 800,000 vehicles a year line could also be crossed before 2030, e.g. in 2028 or 2029. If we do go with 2030 for now, then NIO could, at a similar deliveries-to-market capitalization ratio to Tesla, be valued at $600+ billion in 2030. In other words, NIO could be worth as much as Tesla (today) in nine years, when we assume that current growth projections are realistic and that a Tesla-like valuation is appropriate. Those are two major ifs, of course, and especially the second point is far from certain, I believe. I personally would not be too surprised to see Tesla's valuation compress, and thus NIO could trade well below the $600 billion market cap level in 2030, even if it continues to grow meaningfully. It is also possible that NIO's growth disappoints and that current projections are too bullish, although I think that NIO is well-positioned for growth thanks to its unique BaaS model and its strong brand that is especially well-recognized in its home market.\nIt should also be noted that Tesla's market cap in 2030 could be very different from $600 billion, thus even in case NIO hits that level, it is not at all guaranteed that the two companies will have a similar market cap. Tesla might be valued at a way higher valuation by then, e.g. if the ARK model is right (something I personally think is unlikely). To answer the above question, one could thus say that NIO might be worth hundreds of billions of dollars, like Tesla, in 8-10 years, but that is not at all guaranteed. And even if that were to happen, Tesla might be worth significantly more by then.\nIs NIO A Good Stock To Buy Or Sell Now?\nWhen considering NIO as an investment, it doesn't really matter all that much whether it will become as large or highly valued as Tesla eventually. Instead, investors should ask themselves what total returns they can expect over the next couple of years, and whether those expected returns are high enough relative to the risks in NIO's business model. Regarding those risks, one should mention the fact that the company isn't profitable yet, which means that NIO is dependent on cash on its balance sheet for growth investments. On top of that, competition in the EV space is growing, and market share battles could pressure margins in coming years, although NIO seems relatively well-positioned thanks to its battery-swapping, which is, I believe, a strong USP. Last but not least, the company's dependence on its home market China is a potential risk that should be kept in mind, although it should also be noted that, for now, it seems like the Chinese government is very accommodating to Chinese EV companies.\nOne could argue that valuations across the whole EV industry are too high, relative to how legacy auto companies are valued. Even those legacy players with attractive EV offerings such as Volkswagen or Ford trade at huge discounts compared to EV pureplays. But if one wants to invest in an EV pureplay, NIO doesn't seem like a bad choice. The company combines a strong brand, a unique BaaS offering, high growth rates, and shares trade at a discount compared to how the EV king Tesla is valued. At a little above 3x 2025 revenue, NIO does not seem overly expensive relative to other EV pureplays, although this still represents a premium versus legacy players, of course. If NIO manages to execute well and continues to roll out new models that are well-received by consumers, its shares could have significant upside potential in the long run. If EV stocks ever become an out-of-favor investment, NIO stock also could have considerable downside, however, this thus is not a low-risk pick. Depending on your risk tolerance, NIO could still be of value if you want a high-growth EV pureplay.","news_type":1},"isVote":1,"tweetType":1,"viewCount":374,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":159515235,"gmtCreate":1624974147927,"gmtModify":1703849180282,"author":{"id":"3563489168295977","authorId":"3563489168295977","name":"STSS","avatar":"https://static.tigerbbs.com/c9990000e788fa6c445a95b47ef26606","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3563489168295977","idStr":"3563489168295977"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/NIO\">$NIO Inc.(NIO)$</a>this is the closest PT from WSJ.&nbsp;","listText":"<a href=\"https://laohu8.com/S/NIO\">$NIO Inc.(NIO)$</a>this is the closest PT from WSJ.&nbsp;","text":"$NIO Inc.(NIO)$this is the closest PT from WSJ.","images":[{"img":"https://static.tigerbbs.com/f843547e220468b32b20b209d75930ea","width":"1080","height":"2400"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/159515235","isVote":1,"tweetType":1,"viewCount":382,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":166506077,"gmtCreate":1624015414399,"gmtModify":1703826599499,"author":{"id":"3563489168295977","authorId":"3563489168295977","name":"STSS","avatar":"https://static.tigerbbs.com/c9990000e788fa6c445a95b47ef26606","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3563489168295977","idStr":"3563489168295977"},"themes":[],"htmlText":"When this post is posted. Stock will goes down.&nbsp;","listText":"When this post is posted. Stock will goes down.&nbsp;","text":"When this post is posted. Stock will goes down.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":54,"repostSize":0,"link":"https://ttm.financial/post/166506077","repostId":"1148576248","repostType":4,"repost":{"id":"1148576248","pubTimestamp":1623979883,"share":"https://ttm.financial/m/news/1148576248?lang=&edition=fundamental","pubTime":"2021-06-18 09:31","market":"us","language":"en","title":"NIO Is Winning","url":"https://stock-news.laohu8.com/highlight/detail?id=1148576248","media":"seekingalpha","summary":"NIO is #1 in China's electric SUV market for good reason.The company's success is driven by its brilliant innovations and marketing strategy.NIO is growing faster than Tesla, and yet, it is trading at a discount.NIO Inc.  stands out for its strong market position- #1 market share in electric SUV in China- and innovation in the rapidly growing and highly competitive electric vehicle industry. This article will discuss why NIO is winning against some stiff competition, including against Tesla .In ","content":"<p><b>Summary</b></p>\n<ul>\n <li>NIO is #1 in China's electric SUV market for good reason.</li>\n <li>The company's success is driven by its brilliant innovations and marketing strategy.</li>\n <li>NIO is growing faster than Tesla, and yet, it is trading at a discount.</li>\n</ul>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/790fae23b830463fec748d2deb2ce336\" tg-width=\"1536\" tg-height=\"1024\" referrerpolicy=\"no-referrer\"><span>PonyWang/E+ via Getty Images</span></p>\n<p>NIO Inc. (NYSE:NIO) stands out for its strong market position- #1 market share in electric SUV in China- and innovation in the rapidly growing and highly competitive electric vehicle industry. This article will discuss why NIO is winning against some stiff competition, including against Tesla (TSLA).</p>\n<p>In addition, we will discuss NIO's business, financials, trading, valuation, and risks so readers could reach their own informed decision.</p>\n<p><b>Business: Why NIO Wins</b></p>\n<p>NIO positions itself in the premium SUV segment, focusing on smart EVs with a differentiated battery strategy.</p>\n<p>Delivered in March 2019, the company's first model, the ES8, is a luxury 7-seater SUV that is still the company's flagship product today. The ES8 is equipped with ADAS and AI system [NOMI] and is comparable to the BYD Song, Tesla Model X, the Audi Q7 45 e-Tron, etc.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/443e2773f70c00c6faac8ca063e978a5\" tg-width=\"640\" tg-height=\"387\" referrerpolicy=\"no-referrer\"><span>Source: Company</span></p>\n<p>Leveraging the installed base and customer goodwill due to the highly successful ES8, NIO successfully launched the ES6 and EC6.Recently, the company launched the ET7, its first sedan.</p>\n<p>Today, NIO is the top-selling brand in China's all-electric SUV market in April with a 23% market share, higher than Tesla's 17%, WM Motor and XPeng Motors'(NYSE:XPEV)7%, according to China Automotive Technology and Research Center data.</p>\n<p>One of the biggest competitive differentiators is NIO'sbattery strategy, which all but eliminates range anxiety, one of the biggest barriers to mass EV adoption. Not only could NIO cars be charged at any charging station for EVs, but the company also built hundreds of battery swapping stations in key cities in China, with plans to expanding to Europe.</p>\n<p>NIO's battery swapping strategy also gives the company the ability to offer a battery-as-a-service [BaaS] solution, which reduces the upfrontcostof purchasing an NIO vehicle by ~$11,000. Since cost is another major barrier to mass EV adoption, NIO's battery strategy appears brilliant as it solves both the range and cost problems.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/5b25fbb85bffd39310cd27cbb2bde57a\" tg-width=\"640\" tg-height=\"216\" referrerpolicy=\"no-referrer\"><span>Source: Company</span></p>\n<p>Another differentiator is the NIO brand, which management created brilliantly by introducing the EP9 in 2016. Six EP9s have been sold to NIO investors for 2.5 million pounds, creating an aura of exclusivity and quality around the brand. Next, NIO targeted the mass-market luxury SUV segment with the ES8, firmly establishing the company as a luxury car OEM.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/ad41c960ce02f1e3f3e7575ac00beee0\" tg-width=\"640\" tg-height=\"350\" referrerpolicy=\"no-referrer\"><span>Source: Company</span></p>\n<p>Chinese companies must struggle against the common perception that they make low-quality products. This is the same perception issue that Japanese companies faced following their defeat after WW2. Japan solved this problem by moving up the value chain as their economy matured and creating high-quality brands such as Sony(NYSE:SONY). Today, Japan is known for its craftsmanship.</p>\n<p>China is following the same trajectory, and NIO is one of the emerging brands destroying the perception that \"made in China\" equates to poor quality. I strongly believe that investors who stubbornly hold on to that old perception will miss out on investing in some of the greatest brands the world will ever see.</p>\n<p>Buying an NIO car means much more than just getting a vehicle; it means getting into an exclusive club of services and convenience. Benefits include access to hundreds of swapping stations, lifetime free roadside rescue (including charge vans), lifetime free cellular connectivity, lifetime free warranty, and excellent customer service. This is a powerful selling point for NIO, differentiating it from Tesla, which hasrecentlydeveloped a poor reputation on the customer service front in China.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/a73482aa0431694b760ab5c2d0aa6f53\" tg-width=\"640\" tg-height=\"211\" referrerpolicy=\"no-referrer\"><span>Source: Company</span></p>\n<p>The company is pushing the envelope even further with&nbsp;NIO House, a literal clubhouse for customers, and&nbsp;NIO Life, which includes NIO branded lifestyle products. NIO's effort to build a lifestyle around its cars seems to be&nbsp;working. This is good news for investors because the only way to escape the competitive battlefield of automobile OEM is to sell services and lifestyles to customers. This is why Ferrari's (RACE) operating margin is well over 20%, while Ford (F) and General Motors (GM) are in the single digits.</p>\n<p><b>Financials &amp; Valuation</b></p>\n<p>NIO is in hyper-growth mode. In 2020, the company generated $2.5 billion in revenue, up 126% y/y. In 2021, the company is expected to grow 117% y/y to $5.4 billion.</p>\n<p>The company is not yet profitable but is expected to be by 2022. Gross margin only turned positive in 2020 and is expected to be 19.3% in 2021. EBITDA is expected to be negative $258 million in 2021 and a positive $206 million in 2022. Free cash flow is expected to be negative $42 million in 2021 before turning to a positive $354 million in 2022.</p>\n<p>However, despite the cash burn expected in 2021, investors should feel at ease since the company exited&nbsp;2020&nbsp;with $5.9 billion of cash and cash equivalents. Including $600 million in short-term investments and subtracting ~$2.1 billion in debt and operating leases and the expected negative free cash flow in 2021, NIO should exit 2021 with over $4 billion in net cash and investments. That is plenty of buffers since NIO is expected to generate positive free cash flow in 2022.</p>\n<p>Since NIO is not yet profitable, we will look at the forward EV/Sales multiple as is typical for hyper-growth companies not yet generating a profit. The company went public in September 2018, trading at around 7 to 8 times EV/Sales, before bottoming out at around 0.7 times sales in May 2019. The market, however, caught the EV fever in April 2020 and sent NIO's valuation soaring to a peak of 14.6x by January 2021. After the growth sell-off we recently experienced, NIO is currently sitting at a much more reasonable 8 times forward sales. This is a significant discount to TSLA's 10.2 times forward EV/Sales despite growing twice as fast (TSLA is expected to grow revenues by 57% in 2021 compared to NIO's 117%).</p>\n<p><b>Risks</b></p>\n<p>There are many risks associated with owning NIO.</p>\n<p>Although its battery swapping strategy is highly differentiated and seems to be growing rapidly, the jury is still out on the ultimate market share of battery swapping or fast-charging infrastructure. If fast charging technology continues to advance significantly, it will likely erode a key advantage of battery swapping: speed.</p>\n<p>NIO's business model is innovative and new. Unfortunately, the flip side of that is that it is untested, and NIO remains unprofitable. For many investors, NIO will remain a \"show me\" story until the profitability of its business model improves.</p>\n<p>NIO's ability to expand globally may be limited by the rising geopolitical tension between China and the US, and to a lesser extent, with Japan and Europe. The geopolitical situation remains highly opaque and uncertain, and is a risk factor for all auto OEMs.</p>\n<p>Auto OEMs are currently facing a severe chip&nbsp;shortage. In addition, the chip density in automobiles is increasing, making the OEMs increasingly reliant on semiconductor suppliers and foundries.</p>\n<p>NIO's competitive advantages may not overcome the massive scale advantage of ICE OEMs and much bigger EV players like Tesla and China's BYD.</p>\n<p><b>Takeaway</b></p>\n<p>NIO's technical and business model innovations make it a highly differentiated company in the exciting and rapidly growing EV market. The company is winning, and its competitive moat is getting bigger as its ecosystem of vehicles and services grows. Relative to the industry leader, Tesla, NIO's stock price seems like a bargain given its faster growth rate and lower multiples.</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>NIO Is Winning</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nNIO Is Winning\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-06-18 09:31 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4435341-nio-is-winning><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Summary\n\nNIO is #1 in China's electric SUV market for good reason.\nThe company's success is driven by its brilliant innovations and marketing strategy.\nNIO is growing faster than Tesla, and yet, it is...</p>\n\n<a href=\"https://seekingalpha.com/article/4435341-nio-is-winning\">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://seekingalpha.com/article/4435341-nio-is-winning","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1148576248","content_text":"Summary\n\nNIO is #1 in China's electric SUV market for good reason.\nThe company's success is driven by its brilliant innovations and marketing strategy.\nNIO is growing faster than Tesla, and yet, it is trading at a discount.\n\nPonyWang/E+ via Getty Images\nNIO Inc. (NYSE:NIO) stands out for its strong market position- #1 market share in electric SUV in China- and innovation in the rapidly growing and highly competitive electric vehicle industry. This article will discuss why NIO is winning against some stiff competition, including against Tesla (TSLA).\nIn addition, we will discuss NIO's business, financials, trading, valuation, and risks so readers could reach their own informed decision.\nBusiness: Why NIO Wins\nNIO positions itself in the premium SUV segment, focusing on smart EVs with a differentiated battery strategy.\nDelivered in March 2019, the company's first model, the ES8, is a luxury 7-seater SUV that is still the company's flagship product today. The ES8 is equipped with ADAS and AI system [NOMI] and is comparable to the BYD Song, Tesla Model X, the Audi Q7 45 e-Tron, etc.\nSource: Company\nLeveraging the installed base and customer goodwill due to the highly successful ES8, NIO successfully launched the ES6 and EC6.Recently, the company launched the ET7, its first sedan.\nToday, NIO is the top-selling brand in China's all-electric SUV market in April with a 23% market share, higher than Tesla's 17%, WM Motor and XPeng Motors'(NYSE:XPEV)7%, according to China Automotive Technology and Research Center data.\nOne of the biggest competitive differentiators is NIO'sbattery strategy, which all but eliminates range anxiety, one of the biggest barriers to mass EV adoption. Not only could NIO cars be charged at any charging station for EVs, but the company also built hundreds of battery swapping stations in key cities in China, with plans to expanding to Europe.\nNIO's battery swapping strategy also gives the company the ability to offer a battery-as-a-service [BaaS] solution, which reduces the upfrontcostof purchasing an NIO vehicle by ~$11,000. Since cost is another major barrier to mass EV adoption, NIO's battery strategy appears brilliant as it solves both the range and cost problems.\nSource: Company\nAnother differentiator is the NIO brand, which management created brilliantly by introducing the EP9 in 2016. Six EP9s have been sold to NIO investors for 2.5 million pounds, creating an aura of exclusivity and quality around the brand. Next, NIO targeted the mass-market luxury SUV segment with the ES8, firmly establishing the company as a luxury car OEM.\nSource: Company\nChinese companies must struggle against the common perception that they make low-quality products. This is the same perception issue that Japanese companies faced following their defeat after WW2. Japan solved this problem by moving up the value chain as their economy matured and creating high-quality brands such as Sony(NYSE:SONY). Today, Japan is known for its craftsmanship.\nChina is following the same trajectory, and NIO is one of the emerging brands destroying the perception that \"made in China\" equates to poor quality. I strongly believe that investors who stubbornly hold on to that old perception will miss out on investing in some of the greatest brands the world will ever see.\nBuying an NIO car means much more than just getting a vehicle; it means getting into an exclusive club of services and convenience. Benefits include access to hundreds of swapping stations, lifetime free roadside rescue (including charge vans), lifetime free cellular connectivity, lifetime free warranty, and excellent customer service. This is a powerful selling point for NIO, differentiating it from Tesla, which hasrecentlydeveloped a poor reputation on the customer service front in China.\nSource: Company\nThe company is pushing the envelope even further with NIO House, a literal clubhouse for customers, and NIO Life, which includes NIO branded lifestyle products. NIO's effort to build a lifestyle around its cars seems to be working. This is good news for investors because the only way to escape the competitive battlefield of automobile OEM is to sell services and lifestyles to customers. This is why Ferrari's (RACE) operating margin is well over 20%, while Ford (F) and General Motors (GM) are in the single digits.\nFinancials & Valuation\nNIO is in hyper-growth mode. In 2020, the company generated $2.5 billion in revenue, up 126% y/y. In 2021, the company is expected to grow 117% y/y to $5.4 billion.\nThe company is not yet profitable but is expected to be by 2022. Gross margin only turned positive in 2020 and is expected to be 19.3% in 2021. EBITDA is expected to be negative $258 million in 2021 and a positive $206 million in 2022. Free cash flow is expected to be negative $42 million in 2021 before turning to a positive $354 million in 2022.\nHowever, despite the cash burn expected in 2021, investors should feel at ease since the company exited 2020 with $5.9 billion of cash and cash equivalents. Including $600 million in short-term investments and subtracting ~$2.1 billion in debt and operating leases and the expected negative free cash flow in 2021, NIO should exit 2021 with over $4 billion in net cash and investments. That is plenty of buffers since NIO is expected to generate positive free cash flow in 2022.\nSince NIO is not yet profitable, we will look at the forward EV/Sales multiple as is typical for hyper-growth companies not yet generating a profit. The company went public in September 2018, trading at around 7 to 8 times EV/Sales, before bottoming out at around 0.7 times sales in May 2019. The market, however, caught the EV fever in April 2020 and sent NIO's valuation soaring to a peak of 14.6x by January 2021. After the growth sell-off we recently experienced, NIO is currently sitting at a much more reasonable 8 times forward sales. This is a significant discount to TSLA's 10.2 times forward EV/Sales despite growing twice as fast (TSLA is expected to grow revenues by 57% in 2021 compared to NIO's 117%).\nRisks\nThere are many risks associated with owning NIO.\nAlthough its battery swapping strategy is highly differentiated and seems to be growing rapidly, the jury is still out on the ultimate market share of battery swapping or fast-charging infrastructure. If fast charging technology continues to advance significantly, it will likely erode a key advantage of battery swapping: speed.\nNIO's business model is innovative and new. Unfortunately, the flip side of that is that it is untested, and NIO remains unprofitable. For many investors, NIO will remain a \"show me\" story until the profitability of its business model improves.\nNIO's ability to expand globally may be limited by the rising geopolitical tension between China and the US, and to a lesser extent, with Japan and Europe. The geopolitical situation remains highly opaque and uncertain, and is a risk factor for all auto OEMs.\nAuto OEMs are currently facing a severe chip shortage. In addition, the chip density in automobiles is increasing, making the OEMs increasingly reliant on semiconductor suppliers and foundries.\nNIO's competitive advantages may not overcome the massive scale advantage of ICE OEMs and much bigger EV players like Tesla and China's BYD.\nTakeaway\nNIO's technical and business model innovations make it a highly differentiated company in the exciting and rapidly growing EV market. The company is winning, and its competitive moat is getting bigger as its ecosystem of vehicles and services grows. Relative to the industry leader, Tesla, NIO's stock price seems like a bargain given its faster growth rate and lower multiples.","news_type":1},"isVote":1,"tweetType":1,"viewCount":260,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":186043122,"gmtCreate":1623466789166,"gmtModify":1704204434106,"author":{"id":"3563489168295977","authorId":"3563489168295977","name":"STSS","avatar":"https://static.tigerbbs.com/c9990000e788fa6c445a95b47ef26606","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3563489168295977","idStr":"3563489168295977"},"themes":[],"htmlText":"Tiger is here!","listText":"Tiger is here!","text":"Tiger is here!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/186043122","repostId":"1156453091","repostType":2,"repost":{"id":"1156453091","pubTimestamp":1623333482,"share":"https://ttm.financial/m/news/1156453091?lang=&edition=fundamental","pubTime":"2021-06-10 21:58","market":"us","language":"zh","title":"以史为鉴，美国通胀飙升后的演绎与影响","url":"https://stock-news.laohu8.com/highlight/detail?id=1156453091","media":"川阅全球宏观","summary":"美国东部时间2021年6月10日，美国劳工部发布5月通胀数据。美国5月CPI同比升5.0%、核心CPI同比升3.8%，创2008年8月以来最大增幅。今年年初以来，美国通胀率加速上升，美联储6月议息会议在即，市场上通胀担忧挥之不去。我们回顾了历史上美国通胀的几次飙升，以便更好地理解本次的通胀及其影响：。1960年以来美国CPI同比破5%出现了4次(图1)。本次通胀飙升的主要原因在于疫情下的基数效应和供给短缺。房租价格走势对未来通胀的演绎有重要影响。","content":"<p>美国东部时间2021年6月10日，美国劳工部发布5月通胀数据。<b>美国5月CPI同比升5.0%、核心CPI同比升3.8%，创2008年8月以来最大增幅。今年年初以来，美国通胀率加速上升，美联储6月议息会议在即，市场上通胀担忧挥之不去。</b>我们回顾了历史上美国通胀的几次飙升，以便更好地理解本次的通胀及其影响：</p>\n<p><b>1960年以来美国CPI同比破5%出现了4次</b>(图1)。我们对CPI破4%、破5%至回落期间的经济基本面和美联储政策进行了复盘(表1)。</p>\n<p><b>1968/06-1971/09</b>：经济陷入衰退，但前期大幅政府开支与财政刺激的余温仍在，通胀持续上升，美联储在1970年收紧货币政策以抑制通胀。</p>\n<p><b>1973/03-1982/11：</b>粮食危机和石油危机的双重打击下，美国经济陷入滞胀，供给冲击与成本推升通胀。政府价格管制失败，货币政策缺乏独立性并且过于滞后，未能成功抑制通胀。</p>\n<p><b>1987/08-1991/07：</b>走出滞胀后，美国经济经历了高速增长，但1987年开始经济增速放缓，并出现工资和价格上涨压力，美联储收紧货币政策。</p>\n<p><b>2007/11-2008/09：</b>油价飙升推升通胀，金融危机爆发，美联储货币政策的首要任务在于救市，通胀不在其重点关注范围内。</p>\n<p><b>当前的通胀和1973-1982年通胀的成因较为相似，均为成本推动。</b></p>\n<p><img src=\"https://static.tigerbbs.com/327f6f12c3af30abee8fa0ae334f9763\" tg-width=\"1006\" tg-height=\"611\" referrerpolicy=\"no-referrer\"><img src=\"https://static.tigerbbs.com/0ca353ebcbaf95ba1da0b46a815d5f8b\" tg-width=\"1025\" tg-height=\"853\" referrerpolicy=\"no-referrer\"></p>\n<p><b>本次通胀飙升的主要原因在于疫情下的基数效应和供给短缺。</b>今年5月美国CPI录得5.0%(为2008年8月以来的最高水平)，但是<b>从CPI指数角度，2021年5月相对于2019年5月的复合增速仅为2.5%。</b></p>\n<p><b>对于今年通胀的演绎，我们重点关注二手车和房租两个分项。</b></p>\n<p><b>通胀的主要推力之一为二手车。</b>东南亚疫情恶化下多地芯片厂停工，芯片短缺导致车企减产。新车供应不足，二手车需求剧增，价格飙升(图2)。根据Manheim数据，2021年二手车售价增幅超越新车(图3)。此外，5月其他交通相关的价格涨幅进一步扩大，交通服务价格增幅从4月的5.6%扩大至11.2%，增幅翻倍。</p>\n<p><img src=\"https://static.tigerbbs.com/884ed39a8682a3df05e8411f17f2105c\" tg-width=\"995\" tg-height=\"585\" referrerpolicy=\"no-referrer\"><img src=\"https://static.tigerbbs.com/599b70f4fadb590d0d7b20254d4b1403\" tg-width=\"1080\" tg-height=\"738\" referrerpolicy=\"no-referrer\"></p>\n<p><b>房租价格走势对未来通胀的演绎有重要影响。</b>美国CPI中房租的权重较高(约30%)，尽管相对于其它分项，房租的增速相对温和(今年5月同比增2.2%)，但年初以来增速斜率陡峭化(图4)，我们<b>预计受到供给短缺的影响，未来房租将会持续温和地上升</b>。</p>\n<p><img src=\"https://static.tigerbbs.com/869c4f313152d3a14769097f150fb674\" tg-width=\"1021\" tg-height=\"644\" referrerpolicy=\"no-referrer\"></p>\n<p><b>通胀预期走势如何?</b></p>\n<p>从消费者的角度，密西根预期通胀率数据显示，2<b>021年5月美国消费者5年通胀预期从上月的2.7%跳升至3.0%(图5)，但是仍然低于美联储可以容忍的3.5%。</b></p>\n<p>从政策制定者角度，如我们此前报告所述，美联储注重通胀预期的监测，关键指标为<b>共同通胀预期指数(CIE)，CIE为季度数据，预计2021年二季度的数据将于本月底公布。</b></p>\n<p><img src=\"https://static.tigerbbs.com/21708bec0c792eb9299eda62ba3cd077\" tg-width=\"1080\" tg-height=\"666\" referrerpolicy=\"no-referrer\"></p>\n<p><b>未来通胀将会怎样影响资产价格?</b></p>\n<p>我们复盘了上述四次大通胀中，CPI破4%后不同时间区间内美元、美股和美债收益率的变化(表2)：<b>通胀对于美元、美股存在负面影响，前者较为滞后，后者1个月内即有体现。</b>有趣的是，通胀对于美债收益率的影响不具规律性，关于美债的研究框架，请参考我们此前的报告。</p>\n<p><img src=\"https://static.tigerbbs.com/037d9e565ff952b13c942386e8d08506\" tg-width=\"1059\" tg-height=\"599\" referrerpolicy=\"no-referrer\"></p>\n<p><b>风险提示：</b>美联储过快收紧货币政策，地缘政治风险加剧</p>\n<hr>\n<p>恭喜您找到了字母E，参与《老虎大搜查》活动，下帖留言“ Tiger is here” 即可获赠100虎币，如集齐7张图片并留言，还可获赠7周年限定礼盒。（详情请点击<a href=\"https://laohu8.com/TW/181890541\" target=\"_blank\">【七周年有奖活动】老虎大搜查 </a>了解）</p>\n<p><img src=\"https://static.tigerbbs.com/b519142d901e1ef1ff2a2e443798687b\" tg-width=\"214\" tg-height=\"286\"></p>","source":"lsy1582083733592","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>以史为鉴，美国通胀飙升后的演绎与影响</title>\n<style 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}\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n以史为鉴，美国通胀飙升后的演绎与影响\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-06-10 21:58 北京时间&nbsp;&nbsp;&nbsp;<a href=https://www.zhitongcaijing.com/content/detail/492521.html><strong>川阅全球宏观</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>美国东部时间2021年6月10日，美国劳工部发布5月通胀数据。美国5月CPI同比升5.0%、核心CPI同比升3.8%，创2008年8月以来最大增幅。今年年初以来，美国通胀率加速上升，美联储6月议息会议在即，市场上通胀担忧挥之不去。我们回顾了历史上美国通胀的几次飙升，以便更好地理解本次的通胀及其影响：\n1960年以来美国CPI同比破5%出现了4次(图1)。我们对CPI破4%、破5%至回落期间的经济...</p>\n\n<a href=\"https://www.zhitongcaijing.com/content/detail/492521.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/93c3dba7c4b0e443e40fe6df5639434d","relate_stocks":{".DJI":"道琼斯"},"source_url":"https://www.zhitongcaijing.com/content/detail/492521.html","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1156453091","content_text":"美国东部时间2021年6月10日，美国劳工部发布5月通胀数据。美国5月CPI同比升5.0%、核心CPI同比升3.8%，创2008年8月以来最大增幅。今年年初以来，美国通胀率加速上升，美联储6月议息会议在即，市场上通胀担忧挥之不去。我们回顾了历史上美国通胀的几次飙升，以便更好地理解本次的通胀及其影响：\n1960年以来美国CPI同比破5%出现了4次(图1)。我们对CPI破4%、破5%至回落期间的经济基本面和美联储政策进行了复盘(表1)。\n1968/06-1971/09：经济陷入衰退，但前期大幅政府开支与财政刺激的余温仍在，通胀持续上升，美联储在1970年收紧货币政策以抑制通胀。\n1973/03-1982/11：粮食危机和石油危机的双重打击下，美国经济陷入滞胀，供给冲击与成本推升通胀。政府价格管制失败，货币政策缺乏独立性并且过于滞后，未能成功抑制通胀。\n1987/08-1991/07：走出滞胀后，美国经济经历了高速增长，但1987年开始经济增速放缓，并出现工资和价格上涨压力，美联储收紧货币政策。\n2007/11-2008/09：油价飙升推升通胀，金融危机爆发，美联储货币政策的首要任务在于救市，通胀不在其重点关注范围内。\n当前的通胀和1973-1982年通胀的成因较为相似，均为成本推动。\n\n本次通胀飙升的主要原因在于疫情下的基数效应和供给短缺。今年5月美国CPI录得5.0%(为2008年8月以来的最高水平)，但是从CPI指数角度，2021年5月相对于2019年5月的复合增速仅为2.5%。\n对于今年通胀的演绎，我们重点关注二手车和房租两个分项。\n通胀的主要推力之一为二手车。东南亚疫情恶化下多地芯片厂停工，芯片短缺导致车企减产。新车供应不足，二手车需求剧增，价格飙升(图2)。根据Manheim数据，2021年二手车售价增幅超越新车(图3)。此外，5月其他交通相关的价格涨幅进一步扩大，交通服务价格增幅从4月的5.6%扩大至11.2%，增幅翻倍。\n\n房租价格走势对未来通胀的演绎有重要影响。美国CPI中房租的权重较高(约30%)，尽管相对于其它分项，房租的增速相对温和(今年5月同比增2.2%)，但年初以来增速斜率陡峭化(图4)，我们预计受到供给短缺的影响，未来房租将会持续温和地上升。\n\n通胀预期走势如何?\n从消费者的角度，密西根预期通胀率数据显示，2021年5月美国消费者5年通胀预期从上月的2.7%跳升至3.0%(图5)，但是仍然低于美联储可以容忍的3.5%。\n从政策制定者角度，如我们此前报告所述，美联储注重通胀预期的监测，关键指标为共同通胀预期指数(CIE)，CIE为季度数据，预计2021年二季度的数据将于本月底公布。\n\n未来通胀将会怎样影响资产价格?\n我们复盘了上述四次大通胀中，CPI破4%后不同时间区间内美元、美股和美债收益率的变化(表2)：通胀对于美元、美股存在负面影响，前者较为滞后，后者1个月内即有体现。有趣的是，通胀对于美债收益率的影响不具规律性，关于美债的研究框架，请参考我们此前的报告。\n\n风险提示：美联储过快收紧货币政策，地缘政治风险加剧\n\n恭喜您找到了字母E，参与《老虎大搜查》活动，下帖留言“ Tiger is here” 即可获赠100虎币，如集齐7张图片并留言，还可获赠7周年限定礼盒。（详情请点击【七周年有奖活动】老虎大搜查 了解）","news_type":1},"isVote":1,"tweetType":1,"viewCount":273,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":186049540,"gmtCreate":1623466759480,"gmtModify":1704204433296,"author":{"id":"3563489168295977","authorId":"3563489168295977","name":"STSS","avatar":"https://static.tigerbbs.com/c9990000e788fa6c445a95b47ef26606","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3563489168295977","idStr":"3563489168295977"},"themes":[],"htmlText":"Tiger is here!","listText":"Tiger is here!","text":"Tiger is here!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/186049540","repostId":"1140839418","repostType":2,"repost":{"id":"1140839418","pubTimestamp":1623382205,"share":"https://ttm.financial/m/news/1140839418?lang=&edition=fundamental","pubTime":"2021-06-11 11:30","market":"us","language":"zh","title":"一张图读懂滴滴招股书：遍布15国，日均单量4100万","url":"https://stock-news.laohu8.com/highlight/detail?id=1140839418","media":"腾讯科技","summary":"6月11日消息，美国当地时间周四，$滴滴出行 $的运营主体小桔快智向美国证券交易委员会提交了IPO招股书，计划在纳斯达克股票市场或纽约证券交易所挂牌上市，股票代码为“DIDI”。根据滴滴披露的数据显示，目前滴滴已经在15个国家的4000多个城市和地区开通业务，年活跃用户数量4.93亿，年活跃司机数量1500万，日均单量4100万，年平台交易总额3410亿元，2018年至2021年Q1累计司机收入6000+亿元。","content":"<p>6月11日消息，美国当地时间周四，<a href=\"https://laohu8.com/S/DIDI\">滴滴出行</a>的运营主体小桔快智向美国证券交易委员会（SEC）提交了IPO招股书，计划在纳斯达克股票市场或纽约证券交易所挂牌上市，股票代码为“DIDI”。</p>\n<p>根据滴滴披露的数据显示，目前滴滴已经在15个国家的4000多个城市和地区开通业务，年活跃用户数量4.93亿，年活跃司机数量1500万，日均单量4100万，年平台交易总额3410亿元，2018年至2021年Q1累计司机收入6000+亿元。</p>\n<p><img src=\"https://static.tigerbbs.com/2a935c6b681f2f3744604b5596e29cac\" tg-width=\"2100\" tg-height=\"13686\"></p>\n<hr>\n<p>恭喜您找到了字母I，参与《老虎大搜查》活动，下帖留言“ Tiger is here” 即可获赠100虎币，如集齐7张图片并留言，还可获赠7周年限定礼盒。（详情请点击<a href=\"https://laohu8.com/TW/181890541\" target=\"_blank\">【七周年有奖活动】老虎大搜查</a> 了解）<img src=\"https://static.tigerbbs.com/ba72fe98df37f49a4d31b0a0684a03aa\" tg-width=\"214\" tg-height=\"286\"></p>\n<p></p>","source":"txkj","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>一张图读懂滴滴招股书：遍布15国，日均单量4100万</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{ 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}\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n一张图读懂滴滴招股书：遍布15国，日均单量4100万\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-06-11 11:30 北京时间&nbsp;&nbsp;&nbsp;<a href=https://new.qq.com/rain/a/20210611A02NC800><strong>腾讯科技</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>6月11日消息，美国当地时间周四，滴滴出行的运营主体小桔快智向美国证券交易委员会（SEC）提交了IPO招股书，计划在纳斯达克股票市场或纽约证券交易所挂牌上市，股票代码为“DIDI”。\n根据滴滴披露的数据显示，目前滴滴已经在15个国家的4000多个城市和地区开通业务，年活跃用户数量4.93亿，年活跃司机数量1500万，日均单量4100万，年平台交易总额3410亿元，2018年至2021年Q1累计司机...</p>\n\n<a href=\"https://new.qq.com/rain/a/20210611A02NC800\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/b9f14473f3e986de32cc80f6fd80b679","relate_stocks":{"DIDI":"滴滴(已退市)"},"source_url":"https://new.qq.com/rain/a/20210611A02NC800","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1140839418","content_text":"6月11日消息，美国当地时间周四，滴滴出行的运营主体小桔快智向美国证券交易委员会（SEC）提交了IPO招股书，计划在纳斯达克股票市场或纽约证券交易所挂牌上市，股票代码为“DIDI”。\n根据滴滴披露的数据显示，目前滴滴已经在15个国家的4000多个城市和地区开通业务，年活跃用户数量4.93亿，年活跃司机数量1500万，日均单量4100万，年平台交易总额3410亿元，2018年至2021年Q1累计司机收入6000+亿元。\n\n\n恭喜您找到了字母I，参与《老虎大搜查》活动，下帖留言“ Tiger is here” 即可获赠100虎币，如集齐7张图片并留言，还可获赠7周年限定礼盒。（详情请点击【七周年有奖活动】老虎大搜查 了解）","news_type":1},"isVote":1,"tweetType":1,"viewCount":164,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":130309688,"gmtCreate":1621509172844,"gmtModify":1704358774251,"author":{"id":"3563489168295977","authorId":"3563489168295977","name":"STSS","avatar":"https://static.tigerbbs.com/c9990000e788fa6c445a95b47ef26606","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3563489168295977","idStr":"3563489168295977"},"themes":[],"htmlText":"Nice","listText":"Nice","text":"Nice","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/130309688","repostId":"197705169","repostType":1,"repost":{"id":197705169,"gmtCreate":1621483624051,"gmtModify":1704358361144,"author":{"id":"3461111818041475","authorId":"3461111818041475","name":"少帅Pro","avatar":"https://static.tigerbbs.com/22d11e2c326fbab8693d00a9f4a85d25","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3461111818041475","idStr":"3461111818041475"},"themes":[],"title":"佟麗婭和小米都有光明的未來","htmlText":"今天佟麗婭和陳思成官宣離婚，網上一片叫好和祝福。向前看，<a 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for the best","listText":"hope for the best","text":"hope for the best","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/195981020","repostId":"196928409","repostType":1,"repost":{"id":196928409,"gmtCreate":1621006666601,"gmtModify":1704351927285,"author":{"id":"3461111818041475","authorId":"3461111818041475","name":"少帅Pro","avatar":"https://static.tigerbbs.com/22d11e2c326fbab8693d00a9f4a85d25","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3461111818041475","idStr":"3461111818041475"},"themes":[],"htmlText":"今晚行情這麼好，是幣圈的朋友獲利後，來支援股市了嗎？祝:<a href=\"https://laohu8.com/S/FUBO\">$fuboTV Inc.(FUBO)$</a>、<a href=\"https://laohu8.com/S/PSAC\">$Property Solutions Acquisition Corp(PSAC)$</a>、<a href=\"https://laohu8.com/S/AIH\">$醫美國際(AIH)$</a><a href=\"https://laohu8.com/S/FUTU\">$富途控股(FUTU)$</a>、<a href=\"https://laohu8.com/S/GOTU\">$高途(GOTU)$</a>TO THE MOON~","listText":"今晚行情這麼好，是幣圈的朋友獲利後，來支援股市了嗎？祝:<a href=\"https://laohu8.com/S/FUBO\">$fuboTV Inc.(FUBO)$</a>、<a href=\"https://laohu8.com/S/PSAC\">$Property Solutions Acquisition Corp(PSAC)$</a>、<a href=\"https://laohu8.com/S/AIH\">$醫美國際(AIH)$</a><a href=\"https://laohu8.com/S/FUTU\">$富途控股(FUTU)$</a>、<a href=\"https://laohu8.com/S/GOTU\">$高途(GOTU)$</a>TO THE MOON~","text":"今晚行情這麼好，是幣圈的朋友獲利後，來支援股市了嗎？祝:$fuboTV Inc.(FUBO)$、$Property Solutions Acquisition Corp(PSAC)$、$醫美國際(AIH)$$富途控股(FUTU)$、$高途(GOTU)$TO THE MOON~","images":[{"img":"https://static.tigerbbs.com/cf20a0c68b26d4723f5a34df05235a67","width":"1080","height":"662"}],"top":1,"highlighted":2,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/196928409","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":304,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":196032194,"gmtCreate":1620999099418,"gmtModify":1704351736738,"author":{"id":"3563489168295977","authorId":"3563489168295977","name":"STSS","avatar":"https://static.tigerbbs.com/c9990000e788fa6c445a95b47ef26606","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3563489168295977","idStr":"3563489168295977"},"themes":[],"htmlText":"<a target=\"_blank\" href=\"https://laohu8.com/S/INND\">$Innerscope Hearing Technologies, Inc.(INND)$</a> rip","listText":"<a target=\"_blank\" href=\"https://laohu8.com/S/INND\">$Innerscope Hearing Technologies, Inc.(INND)$</a> rip","text":"$Innerscope Hearing Technologies, Inc.(INND)$ rip","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/196032194","isVote":1,"tweetType":1,"viewCount":364,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"hots":[{"id":166506077,"gmtCreate":1624015414399,"gmtModify":1703826599499,"author":{"id":"3563489168295977","authorId":"3563489168295977","name":"STSS","avatar":"https://static.tigerbbs.com/c9990000e788fa6c445a95b47ef26606","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3563489168295977","idStr":"3563489168295977"},"themes":[],"htmlText":"When this post is posted. Stock will goes down.&nbsp;","listText":"When this post is posted. Stock will goes down.&nbsp;","text":"When this post is posted. Stock will goes down.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":54,"repostSize":0,"link":"https://ttm.financial/post/166506077","repostId":"1148576248","repostType":4,"repost":{"id":"1148576248","pubTimestamp":1623979883,"share":"https://ttm.financial/m/news/1148576248?lang=&edition=fundamental","pubTime":"2021-06-18 09:31","market":"us","language":"en","title":"NIO Is Winning","url":"https://stock-news.laohu8.com/highlight/detail?id=1148576248","media":"seekingalpha","summary":"NIO is #1 in China's electric SUV market for good reason.The company's success is driven by its brilliant innovations and marketing strategy.NIO is growing faster than Tesla, and yet, it is trading at a discount.NIO Inc.  stands out for its strong market position- #1 market share in electric SUV in China- and innovation in the rapidly growing and highly competitive electric vehicle industry. This article will discuss why NIO is winning against some stiff competition, including against Tesla .In ","content":"<p><b>Summary</b></p>\n<ul>\n <li>NIO is #1 in China's electric SUV market for good reason.</li>\n <li>The company's success is driven by its brilliant innovations and marketing strategy.</li>\n <li>NIO is growing faster than Tesla, and yet, it is trading at a discount.</li>\n</ul>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/790fae23b830463fec748d2deb2ce336\" tg-width=\"1536\" tg-height=\"1024\" referrerpolicy=\"no-referrer\"><span>PonyWang/E+ via Getty Images</span></p>\n<p>NIO Inc. (NYSE:NIO) stands out for its strong market position- #1 market share in electric SUV in China- and innovation in the rapidly growing and highly competitive electric vehicle industry. This article will discuss why NIO is winning against some stiff competition, including against Tesla (TSLA).</p>\n<p>In addition, we will discuss NIO's business, financials, trading, valuation, and risks so readers could reach their own informed decision.</p>\n<p><b>Business: Why NIO Wins</b></p>\n<p>NIO positions itself in the premium SUV segment, focusing on smart EVs with a differentiated battery strategy.</p>\n<p>Delivered in March 2019, the company's first model, the ES8, is a luxury 7-seater SUV that is still the company's flagship product today. The ES8 is equipped with ADAS and AI system [NOMI] and is comparable to the BYD Song, Tesla Model X, the Audi Q7 45 e-Tron, etc.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/443e2773f70c00c6faac8ca063e978a5\" tg-width=\"640\" tg-height=\"387\" referrerpolicy=\"no-referrer\"><span>Source: Company</span></p>\n<p>Leveraging the installed base and customer goodwill due to the highly successful ES8, NIO successfully launched the ES6 and EC6.Recently, the company launched the ET7, its first sedan.</p>\n<p>Today, NIO is the top-selling brand in China's all-electric SUV market in April with a 23% market share, higher than Tesla's 17%, WM Motor and XPeng Motors'(NYSE:XPEV)7%, according to China Automotive Technology and Research Center data.</p>\n<p>One of the biggest competitive differentiators is NIO'sbattery strategy, which all but eliminates range anxiety, one of the biggest barriers to mass EV adoption. Not only could NIO cars be charged at any charging station for EVs, but the company also built hundreds of battery swapping stations in key cities in China, with plans to expanding to Europe.</p>\n<p>NIO's battery swapping strategy also gives the company the ability to offer a battery-as-a-service [BaaS] solution, which reduces the upfrontcostof purchasing an NIO vehicle by ~$11,000. Since cost is another major barrier to mass EV adoption, NIO's battery strategy appears brilliant as it solves both the range and cost problems.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/5b25fbb85bffd39310cd27cbb2bde57a\" tg-width=\"640\" tg-height=\"216\" referrerpolicy=\"no-referrer\"><span>Source: Company</span></p>\n<p>Another differentiator is the NIO brand, which management created brilliantly by introducing the EP9 in 2016. Six EP9s have been sold to NIO investors for 2.5 million pounds, creating an aura of exclusivity and quality around the brand. Next, NIO targeted the mass-market luxury SUV segment with the ES8, firmly establishing the company as a luxury car OEM.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/ad41c960ce02f1e3f3e7575ac00beee0\" tg-width=\"640\" tg-height=\"350\" referrerpolicy=\"no-referrer\"><span>Source: Company</span></p>\n<p>Chinese companies must struggle against the common perception that they make low-quality products. This is the same perception issue that Japanese companies faced following their defeat after WW2. Japan solved this problem by moving up the value chain as their economy matured and creating high-quality brands such as Sony(NYSE:SONY). Today, Japan is known for its craftsmanship.</p>\n<p>China is following the same trajectory, and NIO is one of the emerging brands destroying the perception that \"made in China\" equates to poor quality. I strongly believe that investors who stubbornly hold on to that old perception will miss out on investing in some of the greatest brands the world will ever see.</p>\n<p>Buying an NIO car means much more than just getting a vehicle; it means getting into an exclusive club of services and convenience. Benefits include access to hundreds of swapping stations, lifetime free roadside rescue (including charge vans), lifetime free cellular connectivity, lifetime free warranty, and excellent customer service. This is a powerful selling point for NIO, differentiating it from Tesla, which hasrecentlydeveloped a poor reputation on the customer service front in China.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/a73482aa0431694b760ab5c2d0aa6f53\" tg-width=\"640\" tg-height=\"211\" referrerpolicy=\"no-referrer\"><span>Source: Company</span></p>\n<p>The company is pushing the envelope even further with&nbsp;NIO House, a literal clubhouse for customers, and&nbsp;NIO Life, which includes NIO branded lifestyle products. NIO's effort to build a lifestyle around its cars seems to be&nbsp;working. This is good news for investors because the only way to escape the competitive battlefield of automobile OEM is to sell services and lifestyles to customers. This is why Ferrari's (RACE) operating margin is well over 20%, while Ford (F) and General Motors (GM) are in the single digits.</p>\n<p><b>Financials &amp; Valuation</b></p>\n<p>NIO is in hyper-growth mode. In 2020, the company generated $2.5 billion in revenue, up 126% y/y. In 2021, the company is expected to grow 117% y/y to $5.4 billion.</p>\n<p>The company is not yet profitable but is expected to be by 2022. Gross margin only turned positive in 2020 and is expected to be 19.3% in 2021. EBITDA is expected to be negative $258 million in 2021 and a positive $206 million in 2022. Free cash flow is expected to be negative $42 million in 2021 before turning to a positive $354 million in 2022.</p>\n<p>However, despite the cash burn expected in 2021, investors should feel at ease since the company exited&nbsp;2020&nbsp;with $5.9 billion of cash and cash equivalents. Including $600 million in short-term investments and subtracting ~$2.1 billion in debt and operating leases and the expected negative free cash flow in 2021, NIO should exit 2021 with over $4 billion in net cash and investments. That is plenty of buffers since NIO is expected to generate positive free cash flow in 2022.</p>\n<p>Since NIO is not yet profitable, we will look at the forward EV/Sales multiple as is typical for hyper-growth companies not yet generating a profit. The company went public in September 2018, trading at around 7 to 8 times EV/Sales, before bottoming out at around 0.7 times sales in May 2019. The market, however, caught the EV fever in April 2020 and sent NIO's valuation soaring to a peak of 14.6x by January 2021. After the growth sell-off we recently experienced, NIO is currently sitting at a much more reasonable 8 times forward sales. This is a significant discount to TSLA's 10.2 times forward EV/Sales despite growing twice as fast (TSLA is expected to grow revenues by 57% in 2021 compared to NIO's 117%).</p>\n<p><b>Risks</b></p>\n<p>There are many risks associated with owning NIO.</p>\n<p>Although its battery swapping strategy is highly differentiated and seems to be growing rapidly, the jury is still out on the ultimate market share of battery swapping or fast-charging infrastructure. If fast charging technology continues to advance significantly, it will likely erode a key advantage of battery swapping: speed.</p>\n<p>NIO's business model is innovative and new. Unfortunately, the flip side of that is that it is untested, and NIO remains unprofitable. For many investors, NIO will remain a \"show me\" story until the profitability of its business model improves.</p>\n<p>NIO's ability to expand globally may be limited by the rising geopolitical tension between China and the US, and to a lesser extent, with Japan and Europe. The geopolitical situation remains highly opaque and uncertain, and is a risk factor for all auto OEMs.</p>\n<p>Auto OEMs are currently facing a severe chip&nbsp;shortage. In addition, the chip density in automobiles is increasing, making the OEMs increasingly reliant on semiconductor suppliers and foundries.</p>\n<p>NIO's competitive advantages may not overcome the massive scale advantage of ICE OEMs and much bigger EV players like Tesla and China's BYD.</p>\n<p><b>Takeaway</b></p>\n<p>NIO's technical and business model innovations make it a highly differentiated company in the exciting and rapidly growing EV market. The company is winning, and its competitive moat is getting bigger as its ecosystem of vehicles and services grows. Relative to the industry leader, Tesla, NIO's stock price seems like a bargain given its faster growth rate and lower multiples.</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>NIO Is Winning</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nNIO Is Winning\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-06-18 09:31 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4435341-nio-is-winning><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Summary\n\nNIO is #1 in China's electric SUV market for good reason.\nThe company's success is driven by its brilliant innovations and marketing strategy.\nNIO is growing faster than Tesla, and yet, it is...</p>\n\n<a href=\"https://seekingalpha.com/article/4435341-nio-is-winning\">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://seekingalpha.com/article/4435341-nio-is-winning","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1148576248","content_text":"Summary\n\nNIO is #1 in China's electric SUV market for good reason.\nThe company's success is driven by its brilliant innovations and marketing strategy.\nNIO is growing faster than Tesla, and yet, it is trading at a discount.\n\nPonyWang/E+ via Getty Images\nNIO Inc. (NYSE:NIO) stands out for its strong market position- #1 market share in electric SUV in China- and innovation in the rapidly growing and highly competitive electric vehicle industry. This article will discuss why NIO is winning against some stiff competition, including against Tesla (TSLA).\nIn addition, we will discuss NIO's business, financials, trading, valuation, and risks so readers could reach their own informed decision.\nBusiness: Why NIO Wins\nNIO positions itself in the premium SUV segment, focusing on smart EVs with a differentiated battery strategy.\nDelivered in March 2019, the company's first model, the ES8, is a luxury 7-seater SUV that is still the company's flagship product today. The ES8 is equipped with ADAS and AI system [NOMI] and is comparable to the BYD Song, Tesla Model X, the Audi Q7 45 e-Tron, etc.\nSource: Company\nLeveraging the installed base and customer goodwill due to the highly successful ES8, NIO successfully launched the ES6 and EC6.Recently, the company launched the ET7, its first sedan.\nToday, NIO is the top-selling brand in China's all-electric SUV market in April with a 23% market share, higher than Tesla's 17%, WM Motor and XPeng Motors'(NYSE:XPEV)7%, according to China Automotive Technology and Research Center data.\nOne of the biggest competitive differentiators is NIO'sbattery strategy, which all but eliminates range anxiety, one of the biggest barriers to mass EV adoption. Not only could NIO cars be charged at any charging station for EVs, but the company also built hundreds of battery swapping stations in key cities in China, with plans to expanding to Europe.\nNIO's battery swapping strategy also gives the company the ability to offer a battery-as-a-service [BaaS] solution, which reduces the upfrontcostof purchasing an NIO vehicle by ~$11,000. Since cost is another major barrier to mass EV adoption, NIO's battery strategy appears brilliant as it solves both the range and cost problems.\nSource: Company\nAnother differentiator is the NIO brand, which management created brilliantly by introducing the EP9 in 2016. Six EP9s have been sold to NIO investors for 2.5 million pounds, creating an aura of exclusivity and quality around the brand. Next, NIO targeted the mass-market luxury SUV segment with the ES8, firmly establishing the company as a luxury car OEM.\nSource: Company\nChinese companies must struggle against the common perception that they make low-quality products. This is the same perception issue that Japanese companies faced following their defeat after WW2. Japan solved this problem by moving up the value chain as their economy matured and creating high-quality brands such as Sony(NYSE:SONY). Today, Japan is known for its craftsmanship.\nChina is following the same trajectory, and NIO is one of the emerging brands destroying the perception that \"made in China\" equates to poor quality. I strongly believe that investors who stubbornly hold on to that old perception will miss out on investing in some of the greatest brands the world will ever see.\nBuying an NIO car means much more than just getting a vehicle; it means getting into an exclusive club of services and convenience. Benefits include access to hundreds of swapping stations, lifetime free roadside rescue (including charge vans), lifetime free cellular connectivity, lifetime free warranty, and excellent customer service. This is a powerful selling point for NIO, differentiating it from Tesla, which hasrecentlydeveloped a poor reputation on the customer service front in China.\nSource: Company\nThe company is pushing the envelope even further with NIO House, a literal clubhouse for customers, and NIO Life, which includes NIO branded lifestyle products. NIO's effort to build a lifestyle around its cars seems to be working. This is good news for investors because the only way to escape the competitive battlefield of automobile OEM is to sell services and lifestyles to customers. This is why Ferrari's (RACE) operating margin is well over 20%, while Ford (F) and General Motors (GM) are in the single digits.\nFinancials & Valuation\nNIO is in hyper-growth mode. In 2020, the company generated $2.5 billion in revenue, up 126% y/y. In 2021, the company is expected to grow 117% y/y to $5.4 billion.\nThe company is not yet profitable but is expected to be by 2022. Gross margin only turned positive in 2020 and is expected to be 19.3% in 2021. EBITDA is expected to be negative $258 million in 2021 and a positive $206 million in 2022. Free cash flow is expected to be negative $42 million in 2021 before turning to a positive $354 million in 2022.\nHowever, despite the cash burn expected in 2021, investors should feel at ease since the company exited 2020 with $5.9 billion of cash and cash equivalents. Including $600 million in short-term investments and subtracting ~$2.1 billion in debt and operating leases and the expected negative free cash flow in 2021, NIO should exit 2021 with over $4 billion in net cash and investments. That is plenty of buffers since NIO is expected to generate positive free cash flow in 2022.\nSince NIO is not yet profitable, we will look at the forward EV/Sales multiple as is typical for hyper-growth companies not yet generating a profit. The company went public in September 2018, trading at around 7 to 8 times EV/Sales, before bottoming out at around 0.7 times sales in May 2019. The market, however, caught the EV fever in April 2020 and sent NIO's valuation soaring to a peak of 14.6x by January 2021. After the growth sell-off we recently experienced, NIO is currently sitting at a much more reasonable 8 times forward sales. This is a significant discount to TSLA's 10.2 times forward EV/Sales despite growing twice as fast (TSLA is expected to grow revenues by 57% in 2021 compared to NIO's 117%).\nRisks\nThere are many risks associated with owning NIO.\nAlthough its battery swapping strategy is highly differentiated and seems to be growing rapidly, the jury is still out on the ultimate market share of battery swapping or fast-charging infrastructure. If fast charging technology continues to advance significantly, it will likely erode a key advantage of battery swapping: speed.\nNIO's business model is innovative and new. Unfortunately, the flip side of that is that it is untested, and NIO remains unprofitable. For many investors, NIO will remain a \"show me\" story until the profitability of its business model improves.\nNIO's ability to expand globally may be limited by the rising geopolitical tension between China and the US, and to a lesser extent, with Japan and Europe. The geopolitical situation remains highly opaque and uncertain, and is a risk factor for all auto OEMs.\nAuto OEMs are currently facing a severe chip shortage. In addition, the chip density in automobiles is increasing, making the OEMs increasingly reliant on semiconductor suppliers and foundries.\nNIO's competitive advantages may not overcome the massive scale advantage of ICE OEMs and much bigger EV players like Tesla and China's BYD.\nTakeaway\nNIO's technical and business model innovations make it a highly differentiated company in the exciting and rapidly growing EV market. The company is winning, and its competitive moat is getting bigger as its ecosystem of vehicles and services grows. Relative to the industry leader, Tesla, NIO's stock price seems like a bargain given its faster growth rate and lower multiples.","news_type":1},"isVote":1,"tweetType":1,"viewCount":260,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":812660053,"gmtCreate":1630583682072,"gmtModify":1676530347019,"author":{"id":"3563489168295977","authorId":"3563489168295977","name":"STSS","avatar":"https://static.tigerbbs.com/c9990000e788fa6c445a95b47ef26606","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3563489168295977","idStr":"3563489168295977"},"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":23,"repostSize":1,"link":"https://ttm.financial/post/812660053","repostId":"2164844008","repostType":4,"repost":{"id":"2164844008","pubTimestamp":1630583400,"share":"https://ttm.financial/m/news/2164844008?lang=&edition=fundamental","pubTime":"2021-09-02 19:50","market":"us","language":"en","title":"China's Xiaomi completes business registration of electric vehicle unit","url":"https://stock-news.laohu8.com/highlight/detail?id=2164844008","media":"The Straits Times","summary":"SHANGHAI (REUTERS) - Chinese smartphone giant Xiaomi said on Wednesday (Sept 1) it has completed the","content":"<div>\n<p>SHANGHAI (REUTERS) - Chinese smartphone giant Xiaomi said on Wednesday (Sept 1) it has completed the official business registration of its electric vehicle unit, marking the latest milestone in its ...</p>\n\n<a href=\"http://www.straitstimes.com/tech/tech-news/chinas-xiaomi-completes-business-registration-of-electric-vehicle-unit\">Web Link</a>\n\n</div>\n","source":"straits_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>China's Xiaomi completes business registration of electric vehicle unit</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nChina's Xiaomi completes business registration of electric vehicle unit\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-09-02 19:50 GMT+8&nbsp;&nbsp;&nbsp;<a href=http://www.straitstimes.com/tech/tech-news/chinas-xiaomi-completes-business-registration-of-electric-vehicle-unit><strong>The Straits Times</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SHANGHAI (REUTERS) - Chinese smartphone giant Xiaomi said on Wednesday (Sept 1) it has completed the official business registration of its electric vehicle unit, marking the latest milestone in its ...</p>\n\n<a href=\"http://www.straitstimes.com/tech/tech-news/chinas-xiaomi-completes-business-registration-of-electric-vehicle-unit\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"01810":"小米集团-W"},"source_url":"http://www.straitstimes.com/tech/tech-news/chinas-xiaomi-completes-business-registration-of-electric-vehicle-unit","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2164844008","content_text":"SHANGHAI (REUTERS) - Chinese smartphone giant Xiaomi said on Wednesday (Sept 1) it has completed the official business registration of its electric vehicle unit, marking the latest milestone in its push into the automotive sector.\nThe new unit, to be called Xiaomi EV, opened with registered capital of 10 billion yuan (S$2.08 billion) and Xiaomi CEO Lei Jun as its legal representative, Xiaomi said in a statement.\nSome 300 staff have so far been employed to join the electric vehicle unit and it continues to recruit talent, it said.\nThe smartphone maker, which became the world's second top-selling brand behind Samsung in the second quarter, confirmed its foray into electric cars in March, pledging to invest US$10 billion (S$13.4 billion) over the next 10 years.\nMr Lei said at the time the push into electric vehicles would mark his \"last major entrepreneurial project\".\nXiaomi said on Wednesday (Sept 1) it has since conducted more than 2,000 interview surveys and visited over 10 industry peers and partners. However, it has revealed few details of its strategy for the automotive sector or vehicle types it intends to launch.\nLast week, the company said it purchased autonomous driving technology start-up Deepmotion for over US$77 million, in an effort to boost research and development.\nEarlier in August, Reuters reported that Xiaomi had entered talks with beleaguered real estate giant Evergrande Group to purchase a stake in the latter's automotive unit.\nIn response to the news, a Xiaomi spokesman wrote on the company social media account that it is in touch with several automakers but has yet to decide which one to work with.\nXiaomi's second-quarter earnings last week beat analyst estimates, with revenues and net profits increasing 64 per cent and 87.4 per cent respectively.\nThe company's share of the global smartphone market has surged following the retreat of its chief rival, Huawei Technologies in the face of United States government sanctions.","news_type":1},"isVote":1,"tweetType":1,"viewCount":240,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":368454974,"gmtCreate":1614350312298,"gmtModify":1704771041895,"author":{"id":"3563489168295977","authorId":"3563489168295977","name":"STSS","avatar":"https://static.tigerbbs.com/c9990000e788fa6c445a95b47ef26606","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3563489168295977","idStr":"3563489168295977"},"themes":[],"htmlText":"When there are news especially at financial report day, many wil sell. Hahaha.&nbsp;<a href=\"https://laohu8.com/S/NIO\">$NIO Inc.(NIO)$</a>","listText":"When there are news especially at financial report day, many wil sell. Hahaha.&nbsp;<a href=\"https://laohu8.com/S/NIO\">$NIO Inc.(NIO)$</a>","text":"When there are news especially at financial report day, many wil sell. Hahaha. $NIO Inc.(NIO)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":17,"repostSize":0,"link":"https://ttm.financial/post/368454974","repostId":"1111681080","repostType":2,"repost":{"id":"1111681080","pubTimestamp":1614323230,"share":"https://ttm.financial/m/news/1111681080?lang=&edition=fundamental","pubTime":"2021-02-26 15:07","market":"us","language":"en","title":"Why NIO Stock Dropped Thursday","url":"https://stock-news.laohu8.com/highlight/detail?id=1111681080","media":"Motley Fool","summary":"Positive earnings from a Chinese EV peer hasn't helped stocks in the sector today.Many stocks in the electric-vehicle  sector are sinking today, and Chinese EV maker NIO is no exception. With its fourth-quarter and full-year 2020 earnings looming, shares dropped as much as 10% Thursday.Fellow ChineseEV maker Li Auto reported its fourth-quarter earnings today, but the results shouldn't be scaring investors in the sector. Li Auto reported a surprise profit for its fourth quarter, which could bode ","content":"<p>Positive earnings from a Chinese EV peer hasn't helped stocks in the sector today.</p>\n<p><b>What happened</b></p>\n<p>Many stocks in the electric-vehicle (EV) sector are sinking today, and Chinese EV maker&nbsp;NIO&nbsp;is no exception. With its fourth-quarter and full-year 2020 earnings looming, shares dropped as much as 10% Thursday.</p>\n<p><b>So what</b></p>\n<p>Fellow ChineseEV maker&nbsp;Li Auto&nbsp;reported its fourth-quarter earnings today, but the results shouldn't be scaring investors in the sector. Li Auto reported a surprise profit for its fourth quarter, which could bode well for what NIO has to say when it reports on Monday, March 1.</p>\n<p>But investors are knocking back stocks of these high fliers today after extended runs brought high valuations.</p>\n<p><b>Now what</b></p>\n<p>Li Auto reported a surprise positive net income of $16.5 million for its fourth quarter. While NIO competes with LI Auto, the companies offer slightly different products. Li's One SUV was designed to serve a specific niche in China. It includes a small gasoline engine onboard that can be used to recharge its batteries, allowing for longer travel between charging stations.</p>\n<p>NIO delivered 7,225 vehicles&nbsp;in January 2021 and 17,353 in its fourth quarter. These represented 352% and 111% year-over-year gains, respectively. NIO recently announced its first luxury sedan, the ET7, which will also have a new longer-range battery option.</p>\n<p>Including today's drop, shares have already fallen more than 20% from highs earlier this year. NIO's earnings on Monday could help soothe investor anxiety over the stock's high valuation. But for now, a correction remains under way.</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>Why NIO Stock Dropped Thursday</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 Dropped Thursday\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-02-26 15:07 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2021/02/25/why-nio-stock-dropped-thursday/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Positive earnings from a Chinese EV peer hasn't helped stocks in the sector today.\nWhat happened\nMany stocks in the electric-vehicle (EV) sector are sinking today, and Chinese EV maker NIO is no ...</p>\n\n<a href=\"https://www.fool.com/investing/2021/02/25/why-nio-stock-dropped-thursday/\">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://www.fool.com/investing/2021/02/25/why-nio-stock-dropped-thursday/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1111681080","content_text":"Positive earnings from a Chinese EV peer hasn't helped stocks in the sector today.\nWhat happened\nMany stocks in the electric-vehicle (EV) sector are sinking today, and Chinese EV maker NIO is no exception. With its fourth-quarter and full-year 2020 earnings looming, shares dropped as much as 10% Thursday.\nSo what\nFellow ChineseEV maker Li Auto reported its fourth-quarter earnings today, but the results shouldn't be scaring investors in the sector. Li Auto reported a surprise profit for its fourth quarter, which could bode well for what NIO has to say when it reports on Monday, March 1.\nBut investors are knocking back stocks of these high fliers today after extended runs brought high valuations.\nNow what\nLi Auto reported a surprise positive net income of $16.5 million for its fourth quarter. While NIO competes with LI Auto, the companies offer slightly different products. Li's One SUV was designed to serve a specific niche in China. It includes a small gasoline engine onboard that can be used to recharge its batteries, allowing for longer travel between charging stations.\nNIO delivered 7,225 vehicles in January 2021 and 17,353 in its fourth quarter. These represented 352% and 111% year-over-year gains, respectively. NIO recently announced its first luxury sedan, the ET7, which will also have a new longer-range battery option.\nIncluding today's drop, shares have already fallen more than 20% from highs earlier this year. NIO's earnings on Monday could help soothe investor anxiety over the stock's high valuation. But for now, a correction remains under way.","news_type":1},"isVote":1,"tweetType":1,"viewCount":331,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3573710338829184","authorId":"3573710338829184","name":"Jordathj","avatar":"https://static.tigerbbs.com/64e0aad9b17e68a2896a9e4b8908c95b","crmLevel":1,"crmLevelSwitch":0,"authorIdStr":"3573710338829184","idStr":"3573710338829184"},"content":"Like and comment thanks","text":"Like and comment thanks","html":"Like and comment thanks"}],"imageCount":0,"langContent":"EN","totalScore":0},{"id":381859957,"gmtCreate":1612955017279,"gmtModify":1704876471004,"author":{"id":"3563489168295977","authorId":"3563489168295977","name":"STSS","avatar":"https://static.tigerbbs.com/c9990000e788fa6c445a95b47ef26606","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3563489168295977","idStr":"3563489168295977"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/TIGR\">$Tiger Brokers(TIGR)$</a>Let's go","listText":"<a href=\"https://laohu8.com/S/TIGR\">$Tiger Brokers(TIGR)$</a>Let's go","text":"$Tiger Brokers(TIGR)$Let's go","images":[{"img":"https://static.tigerbbs.com/6243ec9760dff3653f7d835f6fd489d3","width":"1080","height":"1920"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":10,"repostSize":0,"link":"https://ttm.financial/post/381859957","isVote":1,"tweetType":1,"viewCount":758,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3573710338829184","authorId":"3573710338829184","name":"Jordathj","avatar":"https://static.tigerbbs.com/64e0aad9b17e68a2896a9e4b8908c95b","crmLevel":1,"crmLevelSwitch":0,"authorIdStr":"3573710338829184","idStr":"3573710338829184"},"content":"Its going up bro","text":"Its going up bro","html":"Its going up bro"}],"imageCount":1,"langContent":"EN","totalScore":0},{"id":363097708,"gmtCreate":1614081024904,"gmtModify":1704887816859,"author":{"id":"3563489168295977","authorId":"3563489168295977","name":"STSS","avatar":"https://static.tigerbbs.com/c9990000e788fa6c445a95b47ef26606","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3563489168295977","idStr":"3563489168295977"},"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":2,"commentSize":9,"repostSize":0,"link":"https://ttm.financial/post/363097708","repostId":"1116870824","repostType":4,"isVote":1,"tweetType":1,"viewCount":32,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9914364910,"gmtCreate":1665189937730,"gmtModify":1676537569523,"author":{"id":"3563489168295977","authorId":"3563489168295977","name":"STSS","avatar":"https://static.tigerbbs.com/c9990000e788fa6c445a95b47ef26606","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3563489168295977","idStr":"3563489168295977"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":3,"repostSize":0,"link":"https://ttm.financial/post/9914364910","repostId":"2273833362","repostType":4,"isVote":1,"tweetType":1,"viewCount":208,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":383214891,"gmtCreate":1612881308313,"gmtModify":1704875351824,"author":{"id":"3563489168295977","authorId":"3563489168295977","name":"STSS","avatar":"https://static.tigerbbs.com/c9990000e788fa6c445a95b47ef26606","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3563489168295977","idStr":"3563489168295977"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/NIO\">$NIO Inc.(NIO)$</a>Forecasted target price. Yes or no?&nbsp;","listText":"<a href=\"https://laohu8.com/S/NIO\">$NIO Inc.(NIO)$</a>Forecasted target price. Yes or no?&nbsp;","text":"$NIO Inc.(NIO)$Forecasted target price. Yes or no?","images":[{"img":"https://static.tigerbbs.com/abb48a72e33cbf799adc7d323670fe3a","width":"1079","height":"789"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":6,"repostSize":0,"link":"https://ttm.financial/post/383214891","isVote":1,"tweetType":1,"viewCount":1305,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3567221534186902","authorId":"3567221534186902","name":"TerryTB","avatar":"https://static.tigerbbs.com/4c14fb014fdfa4fbc519ac724e5fa788","crmLevel":1,"crmLevelSwitch":0,"authorIdStr":"3567221534186902","idStr":"3567221534186902"},"content":"I am more curious about which institution's research institute gave 7.71","text":"I am more curious about which institution's research institute gave 7.71","html":"I am more curious about which institution's research institute gave 7.71"}],"imageCount":1,"langContent":"EN","totalScore":0},{"id":383262955,"gmtCreate":1612881811677,"gmtModify":1704875375849,"author":{"id":"3563489168295977","authorId":"3563489168295977","name":"STSS","avatar":"https://static.tigerbbs.com/c9990000e788fa6c445a95b47ef26606","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3563489168295977","idStr":"3563489168295977"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/TSLA\">$Tesla Motors(TSLA)$</a>getting there? But why the low price so low.","listText":"<a href=\"https://laohu8.com/S/TSLA\">$Tesla Motors(TSLA)$</a>getting there? But why the low price so low.","text":"$Tesla Motors(TSLA)$getting there? But why the low price so low.","images":[{"img":"https://static.tigerbbs.com/cc93bdc9ed3d9bcf2de2af4b6f1e5688","width":"1079","height":"784"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":3,"repostSize":0,"link":"https://ttm.financial/post/383262955","isVote":1,"tweetType":1,"viewCount":479,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9916363153,"gmtCreate":1664512272473,"gmtModify":1676537469404,"author":{"id":"3563489168295977","authorId":"3563489168295977","name":"STSS","avatar":"https://static.tigerbbs.com/c9990000e788fa6c445a95b47ef26606","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3563489168295977","idStr":"3563489168295977"},"themes":[],"htmlText":"Ohh","listText":"Ohh","text":"Ohh","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9916363153","repostId":"1188324957","repostType":4,"isVote":1,"tweetType":1,"viewCount":255,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":174276142,"gmtCreate":1627106573886,"gmtModify":1703484377903,"author":{"id":"3563489168295977","authorId":"3563489168295977","name":"STSS","avatar":"https://static.tigerbbs.com/c9990000e788fa6c445a95b47ef26606","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3563489168295977","idStr":"3563489168295977"},"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":4,"repostSize":0,"link":"https://ttm.financial/post/174276142","repostId":"1112927800","repostType":4,"repost":{"id":"1112927800","pubTimestamp":1627089375,"share":"https://ttm.financial/m/news/1112927800?lang=&edition=fundamental","pubTime":"2021-07-24 09:16","market":"us","language":"en","title":"Will NIO Stock Follow Tesla's Footsteps? What To Consider Between These Two EV Stocks","url":"https://stock-news.laohu8.com/highlight/detail?id=1112927800","media":"seekingalpha","summary":"Let's take a look at how NIO compares to Tesla today, NIO's unique selling points, and the similarities between the two companies.NIO is a high-growth choice that does not seem overly expensive relative to how Tesla is valued.NIO is not a low-risk stock, however, and it may not be a good choice for everyone. Investors should also consider NIO's valuation versus legacy car companies.Both companies have benefitted from growing interest in EVs during 2020, a trend that saw share prices of most EV p","content":"<p><b>Summary</b></p>\n<ul>\n <li>Let's take a look at how NIO compares to Tesla today, NIO's unique selling points, and the similarities between the two companies.</li>\n <li>NIO is a high-growth choice that does not seem overly expensive relative to how Tesla is valued.</li>\n <li>NIO is not a low-risk stock, however, and it may not be a good choice for everyone. Investors should also consider NIO's valuation versus legacy car companies.</li>\n</ul>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/2f749c70c8a2af3e18d5f6cecc72bfbb\" tg-width=\"1536\" tg-height=\"704\" referrerpolicy=\"no-referrer\"><span>ipopba/iStock via Getty Images</span></p>\n<p><b>Article Thesis</b></p>\n<p>NIO, Inc. (NIO) is one of China's leading EV players, and has, through an attractive brand and its unique BaaS offering, attracted a lot of interest from consumers and investors. Today, however, the company is still way smaller than Tesla (TSLA), which is currently leading the global EV market. NIO is focused on its home market right now, which was true when Tesla was a smaller company as well, but NIO will try to grab market share in overseas markets as well. Shares are pricing in a lot of growth already, but if NIO can replicate Tesla's success, that could be more than justified.</p>\n<p><b>NIO And TSLA Stock Prices</b></p>\n<p>Both companies have benefitted from growing interest in EVs during 2020, a trend that saw share prices of most EV pureplays rise rapidly. The combination of growing market share for EVs, accommodating policies such as subsidies for EV purchases, and massive monetary stimulus let shares of NIO and TSLA rise rapidly. NIO is up 245% over the last year, while TSLA is up 101% over the same time. Both companies are currently trading below their all-time highs, however, which were hit in early 2021 before market sentiment for EV pureplays cooled to some degree.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/5ff5ce865807df85283775d2293b41af\" tg-width=\"635\" tg-height=\"481\" referrerpolicy=\"no-referrer\"><span>Data by YCharts</span></p>\n<p>Taking a quick look at analyst price targets, we see that Tesla is trading almost perfectly in line with the consensus, whereas NIO trades about 30% below the analyst target. If the analyst community is right, then NIO is a substantially better investment right here, as Tesla is not expected to see its shares rise meaningfully over the next year, whereas NIO has significant upside to the analyst price target.</p>\n<p><b>Is NIO Similar To Tesla?</b></p>\n<p>The answer to that question depends on what you focus on. There are similarities between the two companies, but there are also differences. One could thus say that, in some ways, the two are similar, but in others, they are not. Let's look at a couple of things:</p>\n<p><b>Business Model</b></p>\n<p>Both companies are focused on the EV space, although Tesla has, over the years, been building out a couple of other businesses as well, such as energy storage. Most of Tesla's revenues are generated through selling electric vehicles, which is also how NIO operates. Both companies are focused on the premium segment of EVs, selling higher-priced vehicles that compete with brands such as BMW, Mercedes, and Lexus. Both companies offer a small range of different vehicles, in Tesla's case those are the well-known S, X, 3, and Y, whereas NIO offers a sedan (ET7), and three SUVs (EC6, ES6, ES8). Despite the fact that NIO is a way smaller company today, the model lineups of the two companies do thus not differ too much.</p>\n<p>Both companies offer some type of charging infrastructure to their customers, in Tesla's case, that's the Supercharger network, where Tesla owners can charge their cars with up to 250kW, depending on what version of Supercharger is installed. NIO is following a different approach, offering a battery-as-a-service solution to its customers. NIO owners can get their battery switched out to a fully-charged battery at NIO's stations, a process that takes a couple of minutes and is thus significantly quicker compared to the regular EV charging offered by Tesla and other EV players. BaaS thus has advantages when it comes to the time it takes for a charge/swap, but it should be noted that Tesla's Superchargers are way more common around the world compared to NIO's battery-swapping stations. Rolling out that feature in additional markets will require large capital expenditures, but NIO's offering is a unique selling point compared to what all other EV players, including Tesla, are offering. It remains to be seen whether that will ultimately pay off, but this could become a major advantage for NIO as competition in the EV space is heating up.</p>\n<p><b>Size, growth, and valuation</b></p>\n<p>The two companies differ significantly in size, both when it comes to revenues and vehicle sales, as well as when it comes to the market value of the two companies. NIO has delivered22,000 vehicles in Q2, up 112% year over year, for an annual pace of around 90,000 vehicles. Tesla, meanwhile, has delivered 201,000 vehicles during Q2, up from 103,000 vehicles delivered during Q2 2020. This is strong growth on a year-over-year basis, although slightly below 100%, and thus below the growth rate that NIO is generating for now.</p>\n<p>Tesla delivers around 9x as many vehicles compared to NIO per quarter, when we look at the market capitalizations of the two companies, we see that the ratio is almost exactly the same, as Tesla's market cap of $640 billion is ~9x as high as that of NIO, at $72 billion. At similar growth rates, that would make perfect sense, but it looks like NIO might be the better deal for now, as it trades at a comparable valuation while generating better growth. This will be especially true in the coming quarters, where Tesla's growth is expected to slow down:</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/a986ea65130206f99961a46ce6cfed55\" tg-width=\"635\" tg-height=\"515\" referrerpolicy=\"no-referrer\"><span>Data by YCharts</span></p>\n<p>Tesla is forecasted to grow its revenue from $49 billion in 2021 to $83 billion in 2023, for an annual growth rate of 30%. NIO, meanwhile, is expected to see its revenue explode upwards from $5.4 billion to $12.8 billion between 2021 and 2023, for an annual growth rate of 54%. NIO is thus expected to grow way faster than Tesla over the next two years, on a relative basis. This shouldn't be a surprise, to be honest, as the law of large numbers dictates that maintaining massive growth rates becomes increasingly hard for a company the bigger it gets, and Tesla seems to have hit that point by now -- adding 50%+ a year to its top line will not be possible forever. This isn't even necessarily Tesla's fault, in fact, many high-quality growth companies have experienced the same. But investors should still consider this important fact -- Tesla's growth in coming years will be less exciting compared to what we have seen in the past, and peers, such as NIO, are growing faster.</p>\n<p>The same holds true when we take a longer-term view. Revenue estimates for 2025 rest at$22.6 billionfor NIO, up another 80% from the 2023 estimate, and up 320% from what analysts are forecasting for 2021. Tesla, meanwhile, is forecasted to generate revenues of $122.5 billion in 2025 -- a large number, but up by a comparatively weak 48% from 2023, and up by a total of 150% versus 2021. Between 2021 and 2025, NIO will thus 4x its revenue, while Tesla will 2.5x its revenue in the same time span -- a meaningful difference that should, all else equal, allow for a premium valuation for NIO, in the same way Tesla deserves a premium valuation versus legacy players such as Volkswagen (OTCPK:VWAGY).</p>\n<p>Looking at revenue estimates for 2025 relative to how the two companies are valued today, we see that NIO trades at 3.2x 2025 sales, while the 2025 sales multiple for Tesla is 5.2. For a long-term oriented investor, NIO thus seems like the better value today, thanks to the fact that it is trading at a significantly lower sales multiple when we take a look into the future. This does not necessarily mean that NIO is cheap, however, as even a 3.2x 2025 sales multiple is relatively high compared to how legacy auto companies are valued. NIO is looking less expensive than Tesla, however, even if its shares are not cheap on an absolute basis.</p>\n<p><b>Can NIO Be Worth As Much As Tesla?</b></p>\n<p>The answer to that depends on what time frame you are looking at. Today, NIO is significantly smaller than Tesla and thus rightfully trades at a way smaller market cap. It should also be noted that there is no guarantee that Tesla's shares are a great example of how an EV company should be valued -- it is, at least, possible that its shares are significantly&nbsp;overpriced&nbsp;today, I personally believe that as well (Note that some will argue that shares are&nbsp;underpriced, which is also among the possibilities, although I do not hold that belief personally).</p>\n<p>When we do, for a moment, assume that Tesla is correctly valued today and that EV companies do deserve a market cap in the $600 billion range when they sell about 800,000 vehicles a year, then NIO could eventually hit that as well, although not in the near term. NIO will sell about 90,000 vehicles this year, and that amount should grow to about 400,000 in 2025. If NIO were to grow its sales by 15% a year beyond that point, it could sell around 800,000 cars in 2030, or 9 years from now. If one wants to assume faster growth, the 800,000 vehicles a year line could also be crossed before 2030, e.g. in 2028 or 2029. If we do go with 2030 for now, then NIO could, at a similar deliveries-to-market capitalization ratio to Tesla, be valued at $600+ billion in 2030. In other words, NIO could be worth as much as Tesla (today) in nine years, when we assume that current growth projections are realistic and that a Tesla-like valuation is appropriate. Those are two major ifs, of course, and especially the second point is far from certain, I believe. I personally would not be too surprised to see Tesla's valuation compress, and thus NIO could trade well below the $600 billion market cap level in 2030, even if it continues to grow meaningfully. It is also possible that NIO's growth disappoints and that current projections are too bullish, although I think that NIO is well-positioned for growth thanks to its unique BaaS model and its strong brand that is especially well-recognized in its home market.</p>\n<p>It should also be noted that Tesla's market cap in 2030 could be very different from $600 billion, thus even in case NIO hits that level, it is not at all guaranteed that the two companies will have a similar market cap. Tesla might be valued at a way higher valuation by then, e.g. if the ARK model is right (something I personally think is unlikely). To answer the above question, one could thus say that NIO might be worth hundreds of billions of dollars, like Tesla, in 8-10 years, but that is not at all guaranteed. And even if that were to happen, Tesla might be worth significantly more by then.</p>\n<p><b>Is NIO A Good Stock To Buy Or Sell Now?</b></p>\n<p>When considering NIO as an investment, it doesn't really matter all that much whether it will become as large or highly valued as Tesla eventually. Instead, investors should ask themselves what total returns they can expect over the next couple of years, and whether those expected returns are high enough relative to the risks in NIO's business model. Regarding those risks, one should mention the fact that the company isn't profitable yet, which means that NIO is dependent on cash on its balance sheet for growth investments. On top of that, competition in the EV space is growing, and market share battles could pressure margins in coming years, although NIO seems relatively well-positioned thanks to its battery-swapping, which is, I believe, a strong USP. Last but not least, the company's dependence on its home market China is a potential risk that should be kept in mind, although it should also be noted that, for now, it seems like the Chinese government is very accommodating to Chinese EV companies.</p>\n<p>One could argue that valuations across the whole EV industry are too high, relative to how legacy auto companies are valued. Even those legacy players with attractive EV offerings such as Volkswagen or Ford trade at huge discounts compared to EV pureplays. But if one wants to invest in an EV pureplay, NIO doesn't seem like a bad choice. The company combines a strong brand, a unique BaaS offering, high growth rates, and shares trade at a discount compared to how the EV king Tesla is valued. At a little above 3x 2025 revenue, NIO does not seem overly expensive relative to other EV pureplays, although this still represents a premium versus legacy players, of course. If NIO manages to execute well and continues to roll out new models that are well-received by consumers, its shares could have significant upside potential in the long run. If EV stocks ever become an out-of-favor investment, NIO stock also could have considerable downside, however, this thus is not a low-risk pick. Depending on your risk tolerance, NIO could still be of value if you want a high-growth EV pureplay.</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>Will NIO Stock Follow Tesla's Footsteps? What To Consider Between These Two EV Stocks</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nWill NIO Stock Follow Tesla's Footsteps? What To Consider Between These Two EV Stocks\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-07-24 09:16 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4440950-will-nio-stock-follow-tesla-what-to-consider-ev-stocks><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Summary\n\nLet's take a look at how NIO compares to Tesla today, NIO's unique selling points, and the similarities between the two companies.\nNIO is a high-growth choice that does not seem overly ...</p>\n\n<a href=\"https://seekingalpha.com/article/4440950-will-nio-stock-follow-tesla-what-to-consider-ev-stocks\">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","TSLA":"特斯拉"},"source_url":"https://seekingalpha.com/article/4440950-will-nio-stock-follow-tesla-what-to-consider-ev-stocks","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1112927800","content_text":"Summary\n\nLet's take a look at how NIO compares to Tesla today, NIO's unique selling points, and the similarities between the two companies.\nNIO is a high-growth choice that does not seem overly expensive relative to how Tesla is valued.\nNIO is not a low-risk stock, however, and it may not be a good choice for everyone. Investors should also consider NIO's valuation versus legacy car companies.\n\nipopba/iStock via Getty Images\nArticle Thesis\nNIO, Inc. (NIO) is one of China's leading EV players, and has, through an attractive brand and its unique BaaS offering, attracted a lot of interest from consumers and investors. Today, however, the company is still way smaller than Tesla (TSLA), which is currently leading the global EV market. NIO is focused on its home market right now, which was true when Tesla was a smaller company as well, but NIO will try to grab market share in overseas markets as well. Shares are pricing in a lot of growth already, but if NIO can replicate Tesla's success, that could be more than justified.\nNIO And TSLA Stock Prices\nBoth companies have benefitted from growing interest in EVs during 2020, a trend that saw share prices of most EV pureplays rise rapidly. The combination of growing market share for EVs, accommodating policies such as subsidies for EV purchases, and massive monetary stimulus let shares of NIO and TSLA rise rapidly. NIO is up 245% over the last year, while TSLA is up 101% over the same time. Both companies are currently trading below their all-time highs, however, which were hit in early 2021 before market sentiment for EV pureplays cooled to some degree.\nData by YCharts\nTaking a quick look at analyst price targets, we see that Tesla is trading almost perfectly in line with the consensus, whereas NIO trades about 30% below the analyst target. If the analyst community is right, then NIO is a substantially better investment right here, as Tesla is not expected to see its shares rise meaningfully over the next year, whereas NIO has significant upside to the analyst price target.\nIs NIO Similar To Tesla?\nThe answer to that question depends on what you focus on. There are similarities between the two companies, but there are also differences. One could thus say that, in some ways, the two are similar, but in others, they are not. Let's look at a couple of things:\nBusiness Model\nBoth companies are focused on the EV space, although Tesla has, over the years, been building out a couple of other businesses as well, such as energy storage. Most of Tesla's revenues are generated through selling electric vehicles, which is also how NIO operates. Both companies are focused on the premium segment of EVs, selling higher-priced vehicles that compete with brands such as BMW, Mercedes, and Lexus. Both companies offer a small range of different vehicles, in Tesla's case those are the well-known S, X, 3, and Y, whereas NIO offers a sedan (ET7), and three SUVs (EC6, ES6, ES8). Despite the fact that NIO is a way smaller company today, the model lineups of the two companies do thus not differ too much.\nBoth companies offer some type of charging infrastructure to their customers, in Tesla's case, that's the Supercharger network, where Tesla owners can charge their cars with up to 250kW, depending on what version of Supercharger is installed. NIO is following a different approach, offering a battery-as-a-service solution to its customers. NIO owners can get their battery switched out to a fully-charged battery at NIO's stations, a process that takes a couple of minutes and is thus significantly quicker compared to the regular EV charging offered by Tesla and other EV players. BaaS thus has advantages when it comes to the time it takes for a charge/swap, but it should be noted that Tesla's Superchargers are way more common around the world compared to NIO's battery-swapping stations. Rolling out that feature in additional markets will require large capital expenditures, but NIO's offering is a unique selling point compared to what all other EV players, including Tesla, are offering. It remains to be seen whether that will ultimately pay off, but this could become a major advantage for NIO as competition in the EV space is heating up.\nSize, growth, and valuation\nThe two companies differ significantly in size, both when it comes to revenues and vehicle sales, as well as when it comes to the market value of the two companies. NIO has delivered22,000 vehicles in Q2, up 112% year over year, for an annual pace of around 90,000 vehicles. Tesla, meanwhile, has delivered 201,000 vehicles during Q2, up from 103,000 vehicles delivered during Q2 2020. This is strong growth on a year-over-year basis, although slightly below 100%, and thus below the growth rate that NIO is generating for now.\nTesla delivers around 9x as many vehicles compared to NIO per quarter, when we look at the market capitalizations of the two companies, we see that the ratio is almost exactly the same, as Tesla's market cap of $640 billion is ~9x as high as that of NIO, at $72 billion. At similar growth rates, that would make perfect sense, but it looks like NIO might be the better deal for now, as it trades at a comparable valuation while generating better growth. This will be especially true in the coming quarters, where Tesla's growth is expected to slow down:\nData by YCharts\nTesla is forecasted to grow its revenue from $49 billion in 2021 to $83 billion in 2023, for an annual growth rate of 30%. NIO, meanwhile, is expected to see its revenue explode upwards from $5.4 billion to $12.8 billion between 2021 and 2023, for an annual growth rate of 54%. NIO is thus expected to grow way faster than Tesla over the next two years, on a relative basis. This shouldn't be a surprise, to be honest, as the law of large numbers dictates that maintaining massive growth rates becomes increasingly hard for a company the bigger it gets, and Tesla seems to have hit that point by now -- adding 50%+ a year to its top line will not be possible forever. This isn't even necessarily Tesla's fault, in fact, many high-quality growth companies have experienced the same. But investors should still consider this important fact -- Tesla's growth in coming years will be less exciting compared to what we have seen in the past, and peers, such as NIO, are growing faster.\nThe same holds true when we take a longer-term view. Revenue estimates for 2025 rest at$22.6 billionfor NIO, up another 80% from the 2023 estimate, and up 320% from what analysts are forecasting for 2021. Tesla, meanwhile, is forecasted to generate revenues of $122.5 billion in 2025 -- a large number, but up by a comparatively weak 48% from 2023, and up by a total of 150% versus 2021. Between 2021 and 2025, NIO will thus 4x its revenue, while Tesla will 2.5x its revenue in the same time span -- a meaningful difference that should, all else equal, allow for a premium valuation for NIO, in the same way Tesla deserves a premium valuation versus legacy players such as Volkswagen (OTCPK:VWAGY).\nLooking at revenue estimates for 2025 relative to how the two companies are valued today, we see that NIO trades at 3.2x 2025 sales, while the 2025 sales multiple for Tesla is 5.2. For a long-term oriented investor, NIO thus seems like the better value today, thanks to the fact that it is trading at a significantly lower sales multiple when we take a look into the future. This does not necessarily mean that NIO is cheap, however, as even a 3.2x 2025 sales multiple is relatively high compared to how legacy auto companies are valued. NIO is looking less expensive than Tesla, however, even if its shares are not cheap on an absolute basis.\nCan NIO Be Worth As Much As Tesla?\nThe answer to that depends on what time frame you are looking at. Today, NIO is significantly smaller than Tesla and thus rightfully trades at a way smaller market cap. It should also be noted that there is no guarantee that Tesla's shares are a great example of how an EV company should be valued -- it is, at least, possible that its shares are significantly overpriced today, I personally believe that as well (Note that some will argue that shares are underpriced, which is also among the possibilities, although I do not hold that belief personally).\nWhen we do, for a moment, assume that Tesla is correctly valued today and that EV companies do deserve a market cap in the $600 billion range when they sell about 800,000 vehicles a year, then NIO could eventually hit that as well, although not in the near term. NIO will sell about 90,000 vehicles this year, and that amount should grow to about 400,000 in 2025. If NIO were to grow its sales by 15% a year beyond that point, it could sell around 800,000 cars in 2030, or 9 years from now. If one wants to assume faster growth, the 800,000 vehicles a year line could also be crossed before 2030, e.g. in 2028 or 2029. If we do go with 2030 for now, then NIO could, at a similar deliveries-to-market capitalization ratio to Tesla, be valued at $600+ billion in 2030. In other words, NIO could be worth as much as Tesla (today) in nine years, when we assume that current growth projections are realistic and that a Tesla-like valuation is appropriate. Those are two major ifs, of course, and especially the second point is far from certain, I believe. I personally would not be too surprised to see Tesla's valuation compress, and thus NIO could trade well below the $600 billion market cap level in 2030, even if it continues to grow meaningfully. It is also possible that NIO's growth disappoints and that current projections are too bullish, although I think that NIO is well-positioned for growth thanks to its unique BaaS model and its strong brand that is especially well-recognized in its home market.\nIt should also be noted that Tesla's market cap in 2030 could be very different from $600 billion, thus even in case NIO hits that level, it is not at all guaranteed that the two companies will have a similar market cap. Tesla might be valued at a way higher valuation by then, e.g. if the ARK model is right (something I personally think is unlikely). To answer the above question, one could thus say that NIO might be worth hundreds of billions of dollars, like Tesla, in 8-10 years, but that is not at all guaranteed. And even if that were to happen, Tesla might be worth significantly more by then.\nIs NIO A Good Stock To Buy Or Sell Now?\nWhen considering NIO as an investment, it doesn't really matter all that much whether it will become as large or highly valued as Tesla eventually. Instead, investors should ask themselves what total returns they can expect over the next couple of years, and whether those expected returns are high enough relative to the risks in NIO's business model. Regarding those risks, one should mention the fact that the company isn't profitable yet, which means that NIO is dependent on cash on its balance sheet for growth investments. On top of that, competition in the EV space is growing, and market share battles could pressure margins in coming years, although NIO seems relatively well-positioned thanks to its battery-swapping, which is, I believe, a strong USP. Last but not least, the company's dependence on its home market China is a potential risk that should be kept in mind, although it should also be noted that, for now, it seems like the Chinese government is very accommodating to Chinese EV companies.\nOne could argue that valuations across the whole EV industry are too high, relative to how legacy auto companies are valued. Even those legacy players with attractive EV offerings such as Volkswagen or Ford trade at huge discounts compared to EV pureplays. But if one wants to invest in an EV pureplay, NIO doesn't seem like a bad choice. The company combines a strong brand, a unique BaaS offering, high growth rates, and shares trade at a discount compared to how the EV king Tesla is valued. At a little above 3x 2025 revenue, NIO does not seem overly expensive relative to other EV pureplays, although this still represents a premium versus legacy players, of course. If NIO manages to execute well and continues to roll out new models that are well-received by consumers, its shares could have significant upside potential in the long run. If EV stocks ever become an out-of-favor investment, NIO stock also could have considerable downside, however, this thus is not a low-risk pick. Depending on your risk tolerance, NIO could still be of value if you want a high-growth EV pureplay.","news_type":1},"isVote":1,"tweetType":1,"viewCount":374,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":369091456,"gmtCreate":1613986232375,"gmtModify":1704886469917,"author":{"id":"3563489168295977","authorId":"3563489168295977","name":"STSS","avatar":"https://static.tigerbbs.com/c9990000e788fa6c445a95b47ef26606","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3563489168295977","idStr":"3563489168295977"},"themes":[],"htmlText":"good to invest it//<a href=\"https://laohu8.com/U/3573710338829184\">@Jordathj</a>:Sounds good for decades&nbsp;","listText":"good to invest it//<a href=\"https://laohu8.com/U/3573710338829184\">@Jordathj</a>:Sounds good for decades&nbsp;","text":"good to invest it//@Jordathj:Sounds good for decades","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":3,"repostSize":0,"link":"https://ttm.financial/post/369091456","repostId":"1149321056","repostType":2,"repost":{"id":"1149321056","pubTimestamp":1613976796,"share":"https://ttm.financial/m/news/1149321056?lang=&edition=fundamental","pubTime":"2021-02-22 14:53","market":"us","language":"en","title":"Palantir: Estimates And Expectations","url":"https://stock-news.laohu8.com/highlight/detail?id=1149321056","media":"seekingalpha","summary":"Summary\n\nPalantir has all the characteristics of a great business.\nLet's assume Palantir is going to","content":"<p>Summary</p>\n<ul>\n <li>Palantir has all the characteristics of a great business.</li>\n <li>Let's assume Palantir is going to be as successful as the FAANGM companies over the next decade; how should we value Palantir today?</li>\n <li>The market is pricing in a lot of success; it will be difficult for Palantir to exceed investor expectations over the next ten years.</li>\n <li>At a $54 billion market cap, Palantir is offering market-average returns at best while carrying meaningful valuation risk.</li>\n</ul>\n<p>Palantir (PLTR) has all the makings of a successful business. The company has a game-changing product, limited direct competition, the ability to scale efficiently, and a long runway for growth. I have seen multiple analyses that suggest PLTR will be the next FAANGM stock. Let's assume PLTR achieves the levels of success reached by Facebook (FB), Amazon (AMZN), Apple (AAPL), Netflix (NFLX), Google (GOOG), and Microsoft (MSFT); how should we think about PLTR's valuation today? In this article, I will use the historical performance of the FAANGM stocks to benchmark potential outcomes for PLTR and discussion the company's valuation.</p>\n<p><b>A Quick Overview of Palantir</b></p>\n<p>PLTR has developed a software platform that can generate actionable insights from large, unstructured datasets. The main application of this software thus far has been to provide the United States government and its allies with tools to make strategic military decisions based on data collected in the field. PLTR also services customers in other industries, such as the healthcare, manufacturing, and energy sectors. The company's platform can provide value to any customer with a lot of data and a desire to make better business decisions. As such, PLTR is well positioned to take advantage of growing demand for artificial intelligence, \"Big Data\" solutions, and systematic decision making.</p>\n<p>PLTR has the qualities I look for in an attractive business model. Their platform provides a tangible benefit to their customers, as evidenced by their high-profile book of business. The value derived from PLTR's platform is hard to quantify; how much is preventing a terrorist attack worth to the US government? This is a positive because it allows pricing to be more ambiguous and makes it difficult for other companies to compete on price. When the US military buys bullets, price is the only thing to compete on (beyond a basic level of quality). How do you quantify the exact value of good intelligence? PLTR can charge higher prices for a higher quality product and that provides a competitive advantage over the long term.</p>\n<p>As a software-heavy company, PLTR has the ability to scale efficiently to meet increased demand without needing to invest a lot of new capital into the business.</p>\n<p>Finally, the company has a long runway for growth, with a successful product suite established in the market and a plethora of adjacent industries that could benefit from PLTR's product offering. I am comfortable saying PLTR is a great business. The question is how much should we pay today for the company's shares?</p>\n<p><b>FAANGM Performance as a Benchmark</b></p>\n<p>To get a sense of what a fair valuation for PLTR might be, I wanted to look at some of the most successful technology companies of the last few decades and use them as a benchmark for PLTR's future prospects. If PLTR has the potential to be the next Amazon, Google, or Facebook, I wanted to get more familiar with how those successful companies grew and performed over time and use that information to build a valuation framework for PLTR. I compiled the following data, with a particular focus on compound revenue growth rates over different time periods:</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/1794cd64edb9d2cf465bd93ca4613257\" tg-width=\"640\" tg-height=\"165\"><span>(Source: Author's Spreadsheet Compiled from Company Filings)</span></p>\n<p>I wanted to look at the company's compound annual growth rate of revenue over a variety of time periods to try and get a sense of how growth rates changed as the companies matured and grew. I settled on the trailing revenue growth rates over the last five and ten years, as well as the growth rate since the company's IPO and the company's first ten years as a public company. I acknowledge that using rates based on IPO date doesn't take into account the size of the company when it went public. I realize that these companies all have different business models and are not perfect comparisons to PLTR. Finally, I understand P/E and P/S ratios are more subjective than the revenue growth values. All that being said, I think looking at the aggregate median values of the FAANGM stocks provides a good starting benchmark for revenue and profitability estimates.</p>\n<p><b>Palantir Valuation Scenarios</b></p>\n<p>Using the data above, we can map out different valuation scenarios for PLTR, assuming that it performs as well as the median FAANGM company. This means we assume that PLTR eventually reaches a net margin of 22%, is awarded a P/E ratio of 36 by the market, and grows revenue at a compound rate between 24-45%. PLTR reported $1.1 billion in revenue for 2020 and at the time of this writing has a market cap of $54 billion. I take a long-term view in the following scenarios and assume an investor holds PLTR for ten years.</p>\n<p>What scenario to choose depends on what stage of growth you believe PLTR is currently in. Given that PLTR went public in the last year, we can start by treating PLTR as an early-stage company and use the FAANGM median growth rate over the first ten years as a public company (45%). In that case, Palantir's expected returns are above-average; an investor today would expect to earn an annual compounded return of 21% over the next ten years:</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/16a98f252b09771038babb2096895962\" tg-width=\"815\" tg-height=\"627\"><span>(Source: Author's Spreadsheet)</span></p>\n<p>Another option is to use the median revenue growth rate since IPO, treating PLTR as a moderately mature company. In this case, we would use an annual revenue growth rate of 35%. Moving from a rate of 45% to 35% drops an investor's annual rate of return down to 12%, much closer to the historical market average.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/b75d86a5b8ac1fd5b09bdfe1e607580b\" tg-width=\"814\" tg-height=\"625\"><span>(Source: Author's Spreadsheet)</span></p>\n<p>Finally, we could treat PLTR as a mature (but still exceptional) company and use the median 10-year trailing revenue growth rate of 24%. This scenario results in negligible annual return for investors:</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/63f249ea7966b4bc3fed90d01c49c315\" tg-width=\"817\" tg-height=\"626\"><span>(Source: Author's Spreadsheet)</span></p>\n<p>The primary conclusion that I draw from these scenarios is that the market is pricing a lot of future success into PLTR's current market valuation. If we use the term \"fair value\" to mean the price at which at which a company is expected to deliver average market returns, then the market is saying that PLTR's fair value is that of a middle-aged FAANGM company. The market is already valuing PLTR as though it knows for sure that the company will be as successful as the median FAANGM stock. It is certainly possible that PLTR could exceed even these high expectations, but investors at today's share price need to be clear that the bar for PLTR's future performance is set very high.</p>\n<p><b>Caveats and Risks</b></p>\n<p>There are two major caveats to the valuation scenarios in this article. First, we started with the assumption that PLTR will be as successful as the FAANGM companies. This is a very large assumption and is impacted by hindsight and survivorship bias. It was very difficult for the FAANGM companies to achieve the success they did, and there were many other promising companies that failed to reach that level of success despite early momentum. The valuation scenarios above suggest that even if we take PLTR's success as a given, the company is only expected to generate average or slightly above average returns over the next decade. Acknowledging that PLTR's success is not a given and adding some sort of discounting mechanism implies that the more probable outcome is below-average expected returns over the next decade.</p>\n<p>The second caveat is that market sentiment is going to play an outsized role in the success or failure of a PLTR investment. The median P/E ratio of the FAANGM stocks is 36 today, but the max is a whopping 97 and there is no rule that says the market must assign earnings or sales ratios within any kind of range. I am confident that PTR's won't be earning $1 trillion in revenue by 2030, but I am less confident saying the market won't decide to give PLTR a P/E ratio of 200. On the other side of the coin, there is nothing stopping the market from growing pessimistic on PLTR's prospects and dropping the P/E ratio to 20, which would be a disaster for PLTR investors. All that to say I think it is possible to build a reasonable range of estimates for PLTR's financial performance over the next decade, but I have a much harder time estimating investor sentiment. PLTR shares could get bid up to $100/share next month and I would have no response to offer other than \"I think the market is wrong to be this optimistic.\"</p>\n<p><b>Conclusion</b></p>\n<p>It is a good exercise to translate growth expectations into quantitative valuation scenarios. PLTR has a great business model, but investors should still be wary of overpaying for the company. I think more traditional value investors (myself included) can fall into the trap of not appreciating how great a company can be in the future, even one that looks overvalued on a trailing basis. At the same time, I think growth investors can be too quick to ignore valuations once they have identified a promising company. I think PLTR has a bright future ahead of it, but the valuations above suggest that the stock will produce only slightly above average returns in the best scenarios and risk significant drawdowns if the company hits any bumps along the way or investor sentiment shifts. PLTR could be as big a success as Google or Apple and still disappoint investors over the long term. Despite the potential for above average returns, I don't think the risk/reward profile for PLTR is favorable and I will not be a buyer at the current share price.</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>Palantir: Estimates And Expectations</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nPalantir: Estimates And Expectations\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-02-22 14:53 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4407785-palantir-estimates-and-expectations><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Summary\n\nPalantir has all the characteristics of a great business.\nLet's assume Palantir is going to be as successful as the FAANGM companies over the next decade; how should we value Palantir today?\n...</p>\n\n<a href=\"https://seekingalpha.com/article/4407785-palantir-estimates-and-expectations\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"PLTR":"Palantir Technologies Inc."},"source_url":"https://seekingalpha.com/article/4407785-palantir-estimates-and-expectations","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"1149321056","content_text":"Summary\n\nPalantir has all the characteristics of a great business.\nLet's assume Palantir is going to be as successful as the FAANGM companies over the next decade; how should we value Palantir today?\nThe market is pricing in a lot of success; it will be difficult for Palantir to exceed investor expectations over the next ten years.\nAt a $54 billion market cap, Palantir is offering market-average returns at best while carrying meaningful valuation risk.\n\nPalantir (PLTR) has all the makings of a successful business. The company has a game-changing product, limited direct competition, the ability to scale efficiently, and a long runway for growth. I have seen multiple analyses that suggest PLTR will be the next FAANGM stock. Let's assume PLTR achieves the levels of success reached by Facebook (FB), Amazon (AMZN), Apple (AAPL), Netflix (NFLX), Google (GOOG), and Microsoft (MSFT); how should we think about PLTR's valuation today? In this article, I will use the historical performance of the FAANGM stocks to benchmark potential outcomes for PLTR and discussion the company's valuation.\nA Quick Overview of Palantir\nPLTR has developed a software platform that can generate actionable insights from large, unstructured datasets. The main application of this software thus far has been to provide the United States government and its allies with tools to make strategic military decisions based on data collected in the field. PLTR also services customers in other industries, such as the healthcare, manufacturing, and energy sectors. The company's platform can provide value to any customer with a lot of data and a desire to make better business decisions. As such, PLTR is well positioned to take advantage of growing demand for artificial intelligence, \"Big Data\" solutions, and systematic decision making.\nPLTR has the qualities I look for in an attractive business model. Their platform provides a tangible benefit to their customers, as evidenced by their high-profile book of business. The value derived from PLTR's platform is hard to quantify; how much is preventing a terrorist attack worth to the US government? This is a positive because it allows pricing to be more ambiguous and makes it difficult for other companies to compete on price. When the US military buys bullets, price is the only thing to compete on (beyond a basic level of quality). How do you quantify the exact value of good intelligence? PLTR can charge higher prices for a higher quality product and that provides a competitive advantage over the long term.\nAs a software-heavy company, PLTR has the ability to scale efficiently to meet increased demand without needing to invest a lot of new capital into the business.\nFinally, the company has a long runway for growth, with a successful product suite established in the market and a plethora of adjacent industries that could benefit from PLTR's product offering. I am comfortable saying PLTR is a great business. The question is how much should we pay today for the company's shares?\nFAANGM Performance as a Benchmark\nTo get a sense of what a fair valuation for PLTR might be, I wanted to look at some of the most successful technology companies of the last few decades and use them as a benchmark for PLTR's future prospects. If PLTR has the potential to be the next Amazon, Google, or Facebook, I wanted to get more familiar with how those successful companies grew and performed over time and use that information to build a valuation framework for PLTR. I compiled the following data, with a particular focus on compound revenue growth rates over different time periods:\n(Source: Author's Spreadsheet Compiled from Company Filings)\nI wanted to look at the company's compound annual growth rate of revenue over a variety of time periods to try and get a sense of how growth rates changed as the companies matured and grew. I settled on the trailing revenue growth rates over the last five and ten years, as well as the growth rate since the company's IPO and the company's first ten years as a public company. I acknowledge that using rates based on IPO date doesn't take into account the size of the company when it went public. I realize that these companies all have different business models and are not perfect comparisons to PLTR. Finally, I understand P/E and P/S ratios are more subjective than the revenue growth values. All that being said, I think looking at the aggregate median values of the FAANGM stocks provides a good starting benchmark for revenue and profitability estimates.\nPalantir Valuation Scenarios\nUsing the data above, we can map out different valuation scenarios for PLTR, assuming that it performs as well as the median FAANGM company. This means we assume that PLTR eventually reaches a net margin of 22%, is awarded a P/E ratio of 36 by the market, and grows revenue at a compound rate between 24-45%. PLTR reported $1.1 billion in revenue for 2020 and at the time of this writing has a market cap of $54 billion. I take a long-term view in the following scenarios and assume an investor holds PLTR for ten years.\nWhat scenario to choose depends on what stage of growth you believe PLTR is currently in. Given that PLTR went public in the last year, we can start by treating PLTR as an early-stage company and use the FAANGM median growth rate over the first ten years as a public company (45%). In that case, Palantir's expected returns are above-average; an investor today would expect to earn an annual compounded return of 21% over the next ten years:\n(Source: Author's Spreadsheet)\nAnother option is to use the median revenue growth rate since IPO, treating PLTR as a moderately mature company. In this case, we would use an annual revenue growth rate of 35%. Moving from a rate of 45% to 35% drops an investor's annual rate of return down to 12%, much closer to the historical market average.\n(Source: Author's Spreadsheet)\nFinally, we could treat PLTR as a mature (but still exceptional) company and use the median 10-year trailing revenue growth rate of 24%. This scenario results in negligible annual return for investors:\n(Source: Author's Spreadsheet)\nThe primary conclusion that I draw from these scenarios is that the market is pricing a lot of future success into PLTR's current market valuation. If we use the term \"fair value\" to mean the price at which at which a company is expected to deliver average market returns, then the market is saying that PLTR's fair value is that of a middle-aged FAANGM company. The market is already valuing PLTR as though it knows for sure that the company will be as successful as the median FAANGM stock. It is certainly possible that PLTR could exceed even these high expectations, but investors at today's share price need to be clear that the bar for PLTR's future performance is set very high.\nCaveats and Risks\nThere are two major caveats to the valuation scenarios in this article. First, we started with the assumption that PLTR will be as successful as the FAANGM companies. This is a very large assumption and is impacted by hindsight and survivorship bias. It was very difficult for the FAANGM companies to achieve the success they did, and there were many other promising companies that failed to reach that level of success despite early momentum. The valuation scenarios above suggest that even if we take PLTR's success as a given, the company is only expected to generate average or slightly above average returns over the next decade. Acknowledging that PLTR's success is not a given and adding some sort of discounting mechanism implies that the more probable outcome is below-average expected returns over the next decade.\nThe second caveat is that market sentiment is going to play an outsized role in the success or failure of a PLTR investment. The median P/E ratio of the FAANGM stocks is 36 today, but the max is a whopping 97 and there is no rule that says the market must assign earnings or sales ratios within any kind of range. I am confident that PTR's won't be earning $1 trillion in revenue by 2030, but I am less confident saying the market won't decide to give PLTR a P/E ratio of 200. On the other side of the coin, there is nothing stopping the market from growing pessimistic on PLTR's prospects and dropping the P/E ratio to 20, which would be a disaster for PLTR investors. All that to say I think it is possible to build a reasonable range of estimates for PLTR's financial performance over the next decade, but I have a much harder time estimating investor sentiment. PLTR shares could get bid up to $100/share next month and I would have no response to offer other than \"I think the market is wrong to be this optimistic.\"\nConclusion\nIt is a good exercise to translate growth expectations into quantitative valuation scenarios. PLTR has a great business model, but investors should still be wary of overpaying for the company. I think more traditional value investors (myself included) can fall into the trap of not appreciating how great a company can be in the future, even one that looks overvalued on a trailing basis. At the same time, I think growth investors can be too quick to ignore valuations once they have identified a promising company. I think PLTR has a bright future ahead of it, but the valuations above suggest that the stock will produce only slightly above average returns in the best scenarios and risk significant drawdowns if the company hits any bumps along the way or investor sentiment shifts. PLTR could be as big a success as Google or Apple and still disappoint investors over the long term. Despite the potential for above average returns, I don't think the risk/reward profile for PLTR is favorable and I will not be a buyer at the current share price.","news_type":1},"isVote":1,"tweetType":1,"viewCount":164,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3573710338829184","authorId":"3573710338829184","name":"Jordathj","avatar":"https://static.tigerbbs.com/64e0aad9b17e68a2896a9e4b8908c95b","crmLevel":1,"crmLevelSwitch":0,"authorIdStr":"3573710338829184","idStr":"3573710338829184"},"content":"Waiting for it to dIp leh","text":"Waiting for it to dIp leh","html":"Waiting for it to dIp leh"}],"imageCount":0,"langContent":"EN","totalScore":0},{"id":377285923,"gmtCreate":1619530864462,"gmtModify":1704725496413,"author":{"id":"3563489168295977","authorId":"3563489168295977","name":"STSS","avatar":"https://static.tigerbbs.com/c9990000e788fa6c445a95b47ef26606","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3563489168295977","idStr":"3563489168295977"},"themes":[],"htmlText":"$MNMD&nbsp;<a href=\"https://laohu8.com/S/MNMD\">$Mind Medicine (MindMed) Inc.(MNMD)$</a>Mind Medicine Inc is going to be debuting on Nasdaq this morning and will be the 2nd psychedelic company to go public on a major American exchange.Bullish levels: if it can breakout over 2.20 (with confirmation of no fake out).Bearish levels: if it breaks down below 2 not enough data for any accuracy$TSLA&nbsp;<a href=\"https://laohu8.com/S/TSLA\">$Tesla Motors(TSLA)$</a>Beats the wall street expectations for q1 revenue with record breaking deliveries for 3 consecutive months from demand from China. Revenue rose from $5.99 billion to $10.39 billion.Bullish levels: if we can breakout over 735Bearish levels: if levels go below 714 (watch the selling pressure in candles if any)Ps: invest at ur own risk&nbsp;","listText":"$MNMD&nbsp;<a href=\"https://laohu8.com/S/MNMD\">$Mind Medicine (MindMed) Inc.(MNMD)$</a>Mind Medicine Inc is going to be debuting on Nasdaq this morning and will be the 2nd psychedelic company to go public on a major American exchange.Bullish levels: if it can breakout over 2.20 (with confirmation of no fake out).Bearish levels: if it breaks down below 2 not enough data for any accuracy$TSLA&nbsp;<a href=\"https://laohu8.com/S/TSLA\">$Tesla Motors(TSLA)$</a>Beats the wall street expectations for q1 revenue with record breaking deliveries for 3 consecutive months from demand from China. Revenue rose from $5.99 billion to $10.39 billion.Bullish levels: if we can breakout over 735Bearish levels: if levels go below 714 (watch the selling pressure in candles if any)Ps: invest at ur own risk&nbsp;","text":"$MNMD $Mind Medicine (MindMed) Inc.(MNMD)$Mind Medicine Inc is going to be debuting on Nasdaq this morning and will be the 2nd psychedelic company to go public on a major American exchange.Bullish levels: if it can breakout over 2.20 (with confirmation of no fake out).Bearish levels: if it breaks down below 2 not enough data for any accuracy$TSLA $Tesla Motors(TSLA)$Beats the wall street expectations for q1 revenue with record breaking deliveries for 3 consecutive months from demand from China. Revenue rose from $5.99 billion to $10.39 billion.Bullish levels: if we can breakout over 735Bearish levels: if levels go below 714 (watch the selling pressure in candles if any)Ps: invest at ur own risk","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/377285923","isVote":1,"tweetType":1,"viewCount":4452,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":106580611,"gmtCreate":1620133968233,"gmtModify":1704339084350,"author":{"id":"3563489168295977","authorId":"3563489168295977","name":"STSS","avatar":"https://static.tigerbbs.com/c9990000e788fa6c445a95b47ef26606","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3563489168295977","idStr":"3563489168295977"},"themes":[],"title":"05/04/21","htmlText":"<a target=\"_blank\" href=\"https://laohu8.com/S/PFE\">$Pfizer(PFE)$</a>Gaps up pre-market after Pfizer raised its sales forecasted for Covid-19 vaccine (it co-developed with Germany's BNTXO). Bullish levels: will be after breaking over levels 40.65 (short term) resistance. Bearish levels: will be if we break below 40 (watch selling pressure and especially if supports break)$Twitter(TWTR)$&nbsp;Gaps pre pre-market after Elliott Management had picked up $200 million worth of the company's stock. Bullish levels: will be if we breakout over 55.6 (watch for confirmation) Bearish levels: will be below 54.4 (watch selling pressure and especially if the support ends up breaking lower)$CVS Health(CVS)$&nbsp;Gaps up pre-market after posted better than expected Q1 profits, reported 10.5% rise, helped in","listText":"<a target=\"_blank\" href=\"https://laohu8.com/S/PFE\">$Pfizer(PFE)$</a>Gaps up pre-market after Pfizer raised its sales forecasted for Covid-19 vaccine (it co-developed with Germany's BNTXO). Bullish levels: will be after breaking over levels 40.65 (short term) resistance. Bearish levels: will be if we break below 40 (watch selling pressure and especially if supports break)$Twitter(TWTR)$&nbsp;Gaps pre pre-market after Elliott Management had picked up $200 million worth of the company's stock. Bullish levels: will be if we breakout over 55.6 (watch for confirmation) Bearish levels: will be below 54.4 (watch selling pressure and especially if the support ends up breaking lower)$CVS Health(CVS)$&nbsp;Gaps up pre-market after posted better than expected Q1 profits, reported 10.5% rise, helped in","text":"$Pfizer(PFE)$Gaps up pre-market after Pfizer raised its sales forecasted for Covid-19 vaccine (it co-developed with Germany's BNTXO). Bullish levels: will be after breaking over levels 40.65 (short term) resistance. Bearish levels: will be if we break below 40 (watch selling pressure and especially if supports break)$Twitter(TWTR)$ Gaps pre pre-market after Elliott Management had picked up $200 million worth of the company's stock. Bullish levels: will be if we breakout over 55.6 (watch for confirmation) Bearish levels: will be below 54.4 (watch selling pressure and especially if the support ends up breaking lower)$CVS Health(CVS)$ Gaps up pre-market after posted better than expected Q1 profits, reported 10.5% rise, helped in","images":[],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/106580611","isVote":1,"tweetType":1,"viewCount":696,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9915773989,"gmtCreate":1665116789742,"gmtModify":1676537560545,"author":{"id":"3563489168295977","authorId":"3563489168295977","name":"STSS","avatar":"https://static.tigerbbs.com/c9990000e788fa6c445a95b47ef26606","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3563489168295977","idStr":"3563489168295977"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9915773989","repostId":"1116235060","repostType":4,"isVote":1,"tweetType":1,"viewCount":459,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9916365000,"gmtCreate":1664513052500,"gmtModify":1676537469580,"author":{"id":"3563489168295977","authorId":"3563489168295977","name":"STSS","avatar":"https://static.tigerbbs.com/c9990000e788fa6c445a95b47ef26606","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3563489168295977","idStr":"3563489168295977"},"themes":[],"htmlText":"Look look","listText":"Look look","text":"Look look","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/9916365000","repostId":"1137733721","repostType":2,"isVote":1,"tweetType":1,"viewCount":395,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":186043122,"gmtCreate":1623466789166,"gmtModify":1704204434106,"author":{"id":"3563489168295977","authorId":"3563489168295977","name":"STSS","avatar":"https://static.tigerbbs.com/c9990000e788fa6c445a95b47ef26606","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3563489168295977","idStr":"3563489168295977"},"themes":[],"htmlText":"Tiger is here!","listText":"Tiger is here!","text":"Tiger is here!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/186043122","repostId":"1156453091","repostType":2,"repost":{"id":"1156453091","pubTimestamp":1623333482,"share":"https://ttm.financial/m/news/1156453091?lang=&edition=fundamental","pubTime":"2021-06-10 21:58","market":"us","language":"zh","title":"以史为鉴，美国通胀飙升后的演绎与影响","url":"https://stock-news.laohu8.com/highlight/detail?id=1156453091","media":"川阅全球宏观","summary":"美国东部时间2021年6月10日，美国劳工部发布5月通胀数据。美国5月CPI同比升5.0%、核心CPI同比升3.8%，创2008年8月以来最大增幅。今年年初以来，美国通胀率加速上升，美联储6月议息会议在即，市场上通胀担忧挥之不去。我们回顾了历史上美国通胀的几次飙升，以便更好地理解本次的通胀及其影响：。1960年以来美国CPI同比破5%出现了4次(图1)。本次通胀飙升的主要原因在于疫情下的基数效应和供给短缺。房租价格走势对未来通胀的演绎有重要影响。","content":"<p>美国东部时间2021年6月10日，美国劳工部发布5月通胀数据。<b>美国5月CPI同比升5.0%、核心CPI同比升3.8%，创2008年8月以来最大增幅。今年年初以来，美国通胀率加速上升，美联储6月议息会议在即，市场上通胀担忧挥之不去。</b>我们回顾了历史上美国通胀的几次飙升，以便更好地理解本次的通胀及其影响：</p>\n<p><b>1960年以来美国CPI同比破5%出现了4次</b>(图1)。我们对CPI破4%、破5%至回落期间的经济基本面和美联储政策进行了复盘(表1)。</p>\n<p><b>1968/06-1971/09</b>：经济陷入衰退，但前期大幅政府开支与财政刺激的余温仍在，通胀持续上升，美联储在1970年收紧货币政策以抑制通胀。</p>\n<p><b>1973/03-1982/11：</b>粮食危机和石油危机的双重打击下，美国经济陷入滞胀，供给冲击与成本推升通胀。政府价格管制失败，货币政策缺乏独立性并且过于滞后，未能成功抑制通胀。</p>\n<p><b>1987/08-1991/07：</b>走出滞胀后，美国经济经历了高速增长，但1987年开始经济增速放缓，并出现工资和价格上涨压力，美联储收紧货币政策。</p>\n<p><b>2007/11-2008/09：</b>油价飙升推升通胀，金融危机爆发，美联储货币政策的首要任务在于救市，通胀不在其重点关注范围内。</p>\n<p><b>当前的通胀和1973-1982年通胀的成因较为相似，均为成本推动。</b></p>\n<p><img src=\"https://static.tigerbbs.com/327f6f12c3af30abee8fa0ae334f9763\" tg-width=\"1006\" tg-height=\"611\" referrerpolicy=\"no-referrer\"><img src=\"https://static.tigerbbs.com/0ca353ebcbaf95ba1da0b46a815d5f8b\" tg-width=\"1025\" tg-height=\"853\" referrerpolicy=\"no-referrer\"></p>\n<p><b>本次通胀飙升的主要原因在于疫情下的基数效应和供给短缺。</b>今年5月美国CPI录得5.0%(为2008年8月以来的最高水平)，但是<b>从CPI指数角度，2021年5月相对于2019年5月的复合增速仅为2.5%。</b></p>\n<p><b>对于今年通胀的演绎，我们重点关注二手车和房租两个分项。</b></p>\n<p><b>通胀的主要推力之一为二手车。</b>东南亚疫情恶化下多地芯片厂停工，芯片短缺导致车企减产。新车供应不足，二手车需求剧增，价格飙升(图2)。根据Manheim数据，2021年二手车售价增幅超越新车(图3)。此外，5月其他交通相关的价格涨幅进一步扩大，交通服务价格增幅从4月的5.6%扩大至11.2%，增幅翻倍。</p>\n<p><img src=\"https://static.tigerbbs.com/884ed39a8682a3df05e8411f17f2105c\" tg-width=\"995\" tg-height=\"585\" referrerpolicy=\"no-referrer\"><img src=\"https://static.tigerbbs.com/599b70f4fadb590d0d7b20254d4b1403\" tg-width=\"1080\" tg-height=\"738\" referrerpolicy=\"no-referrer\"></p>\n<p><b>房租价格走势对未来通胀的演绎有重要影响。</b>美国CPI中房租的权重较高(约30%)，尽管相对于其它分项，房租的增速相对温和(今年5月同比增2.2%)，但年初以来增速斜率陡峭化(图4)，我们<b>预计受到供给短缺的影响，未来房租将会持续温和地上升</b>。</p>\n<p><img src=\"https://static.tigerbbs.com/869c4f313152d3a14769097f150fb674\" tg-width=\"1021\" tg-height=\"644\" referrerpolicy=\"no-referrer\"></p>\n<p><b>通胀预期走势如何?</b></p>\n<p>从消费者的角度，密西根预期通胀率数据显示，2<b>021年5月美国消费者5年通胀预期从上月的2.7%跳升至3.0%(图5)，但是仍然低于美联储可以容忍的3.5%。</b></p>\n<p>从政策制定者角度，如我们此前报告所述，美联储注重通胀预期的监测，关键指标为<b>共同通胀预期指数(CIE)，CIE为季度数据，预计2021年二季度的数据将于本月底公布。</b></p>\n<p><img src=\"https://static.tigerbbs.com/21708bec0c792eb9299eda62ba3cd077\" tg-width=\"1080\" tg-height=\"666\" referrerpolicy=\"no-referrer\"></p>\n<p><b>未来通胀将会怎样影响资产价格?</b></p>\n<p>我们复盘了上述四次大通胀中，CPI破4%后不同时间区间内美元、美股和美债收益率的变化(表2)：<b>通胀对于美元、美股存在负面影响，前者较为滞后，后者1个月内即有体现。</b>有趣的是，通胀对于美债收益率的影响不具规律性，关于美债的研究框架，请参考我们此前的报告。</p>\n<p><img src=\"https://static.tigerbbs.com/037d9e565ff952b13c942386e8d08506\" tg-width=\"1059\" tg-height=\"599\" referrerpolicy=\"no-referrer\"></p>\n<p><b>风险提示：</b>美联储过快收紧货币政策，地缘政治风险加剧</p>\n<hr>\n<p>恭喜您找到了字母E，参与《老虎大搜查》活动，下帖留言“ Tiger is here” 即可获赠100虎币，如集齐7张图片并留言，还可获赠7周年限定礼盒。（详情请点击<a href=\"https://laohu8.com/TW/181890541\" target=\"_blank\">【七周年有奖活动】老虎大搜查 </a>了解）</p>\n<p><img src=\"https://static.tigerbbs.com/b519142d901e1ef1ff2a2e443798687b\" tg-width=\"214\" tg-height=\"286\"></p>","source":"lsy1582083733592","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>以史为鉴，美国通胀飙升后的演绎与影响</title>\n<style 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}\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n以史为鉴，美国通胀飙升后的演绎与影响\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-06-10 21:58 北京时间&nbsp;&nbsp;&nbsp;<a href=https://www.zhitongcaijing.com/content/detail/492521.html><strong>川阅全球宏观</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>美国东部时间2021年6月10日，美国劳工部发布5月通胀数据。美国5月CPI同比升5.0%、核心CPI同比升3.8%，创2008年8月以来最大增幅。今年年初以来，美国通胀率加速上升，美联储6月议息会议在即，市场上通胀担忧挥之不去。我们回顾了历史上美国通胀的几次飙升，以便更好地理解本次的通胀及其影响：\n1960年以来美国CPI同比破5%出现了4次(图1)。我们对CPI破4%、破5%至回落期间的经济...</p>\n\n<a href=\"https://www.zhitongcaijing.com/content/detail/492521.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/93c3dba7c4b0e443e40fe6df5639434d","relate_stocks":{".DJI":"道琼斯"},"source_url":"https://www.zhitongcaijing.com/content/detail/492521.html","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1156453091","content_text":"美国东部时间2021年6月10日，美国劳工部发布5月通胀数据。美国5月CPI同比升5.0%、核心CPI同比升3.8%，创2008年8月以来最大增幅。今年年初以来，美国通胀率加速上升，美联储6月议息会议在即，市场上通胀担忧挥之不去。我们回顾了历史上美国通胀的几次飙升，以便更好地理解本次的通胀及其影响：\n1960年以来美国CPI同比破5%出现了4次(图1)。我们对CPI破4%、破5%至回落期间的经济基本面和美联储政策进行了复盘(表1)。\n1968/06-1971/09：经济陷入衰退，但前期大幅政府开支与财政刺激的余温仍在，通胀持续上升，美联储在1970年收紧货币政策以抑制通胀。\n1973/03-1982/11：粮食危机和石油危机的双重打击下，美国经济陷入滞胀，供给冲击与成本推升通胀。政府价格管制失败，货币政策缺乏独立性并且过于滞后，未能成功抑制通胀。\n1987/08-1991/07：走出滞胀后，美国经济经历了高速增长，但1987年开始经济增速放缓，并出现工资和价格上涨压力，美联储收紧货币政策。\n2007/11-2008/09：油价飙升推升通胀，金融危机爆发，美联储货币政策的首要任务在于救市，通胀不在其重点关注范围内。\n当前的通胀和1973-1982年通胀的成因较为相似，均为成本推动。\n\n本次通胀飙升的主要原因在于疫情下的基数效应和供给短缺。今年5月美国CPI录得5.0%(为2008年8月以来的最高水平)，但是从CPI指数角度，2021年5月相对于2019年5月的复合增速仅为2.5%。\n对于今年通胀的演绎，我们重点关注二手车和房租两个分项。\n通胀的主要推力之一为二手车。东南亚疫情恶化下多地芯片厂停工，芯片短缺导致车企减产。新车供应不足，二手车需求剧增，价格飙升(图2)。根据Manheim数据，2021年二手车售价增幅超越新车(图3)。此外，5月其他交通相关的价格涨幅进一步扩大，交通服务价格增幅从4月的5.6%扩大至11.2%，增幅翻倍。\n\n房租价格走势对未来通胀的演绎有重要影响。美国CPI中房租的权重较高(约30%)，尽管相对于其它分项，房租的增速相对温和(今年5月同比增2.2%)，但年初以来增速斜率陡峭化(图4)，我们预计受到供给短缺的影响，未来房租将会持续温和地上升。\n\n通胀预期走势如何?\n从消费者的角度，密西根预期通胀率数据显示，2021年5月美国消费者5年通胀预期从上月的2.7%跳升至3.0%(图5)，但是仍然低于美联储可以容忍的3.5%。\n从政策制定者角度，如我们此前报告所述，美联储注重通胀预期的监测，关键指标为共同通胀预期指数(CIE)，CIE为季度数据，预计2021年二季度的数据将于本月底公布。\n\n未来通胀将会怎样影响资产价格?\n我们复盘了上述四次大通胀中，CPI破4%后不同时间区间内美元、美股和美债收益率的变化(表2)：通胀对于美元、美股存在负面影响，前者较为滞后，后者1个月内即有体现。有趣的是，通胀对于美债收益率的影响不具规律性，关于美债的研究框架，请参考我们此前的报告。\n\n风险提示：美联储过快收紧货币政策，地缘政治风险加剧\n\n恭喜您找到了字母E，参与《老虎大搜查》活动，下帖留言“ Tiger is here” 即可获赠100虎币，如集齐7张图片并留言，还可获赠7周年限定礼盒。（详情请点击【七周年有奖活动】老虎大搜查 了解）","news_type":1},"isVote":1,"tweetType":1,"viewCount":273,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":106583432,"gmtCreate":1620134141926,"gmtModify":1704339087911,"author":{"id":"3563489168295977","authorId":"3563489168295977","name":"STSS","avatar":"https://static.tigerbbs.com/c9990000e788fa6c445a95b47ef26606","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3563489168295977","idStr":"3563489168295977"},"themes":[],"title":"05/04/21","htmlText":"<a target=\"_blank\" href=\"https://laohu8.com/S/TSLA\">$Tesla Motors(TSLA)$</a> Gaps down pre-market after the overall market takes a nice gap down testing lower demand areas. Bullish levels: if we can breakout over 681 and especially over 688. Bearish levels: if levels go below 702 and especially below 672 (watch the selling pressure and watch previous support points for any bounce or break) <a target=\"_blank\" href=\"https://laohu8.com/S/PRPO\">$Precipio, Inc.(PRPO)$</a> PRPO Gap higher pre-market over 10% after announcing their rapid covid-19 antibody test on Amazon. Bullish levels: if it can break out over 7.5 (with confirmation of continuation) Bearish levels: If it breaks below 5.5 and especially lower (watch selling pressure) <a target=\"_blank\" href=\"https://laohu8.com/S/COCP\">$Cocrystal </a>","listText":"<a target=\"_blank\" href=\"https://laohu8.com/S/TSLA\">$Tesla Motors(TSLA)$</a> Gaps down pre-market after the overall market takes a nice gap down testing lower demand areas. Bullish levels: if we can breakout over 681 and especially over 688. Bearish levels: if levels go below 702 and especially below 672 (watch the selling pressure and watch previous support points for any bounce or break) <a target=\"_blank\" href=\"https://laohu8.com/S/PRPO\">$Precipio, Inc.(PRPO)$</a> PRPO Gap higher pre-market over 10% after announcing their rapid covid-19 antibody test on Amazon. Bullish levels: if it can break out over 7.5 (with confirmation of continuation) Bearish levels: If it breaks below 5.5 and especially lower (watch selling pressure) <a target=\"_blank\" href=\"https://laohu8.com/S/COCP\">$Cocrystal </a>","text":"$Tesla Motors(TSLA)$ Gaps down pre-market after the overall market takes a nice gap down testing lower demand areas. Bullish levels: if we can breakout over 681 and especially over 688. Bearish levels: if levels go below 702 and especially below 672 (watch the selling pressure and watch previous support points for any bounce or break) $Precipio, Inc.(PRPO)$ PRPO Gap higher pre-market over 10% after announcing their rapid covid-19 antibody test on Amazon. Bullish levels: if it can break out over 7.5 (with confirmation of continuation) Bearish levels: If it breaks below 5.5 and especially lower (watch selling pressure) $Cocrystal","images":[],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/106583432","isVote":1,"tweetType":1,"viewCount":1126,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":186049540,"gmtCreate":1623466759480,"gmtModify":1704204433296,"author":{"id":"3563489168295977","authorId":"3563489168295977","name":"STSS","avatar":"https://static.tigerbbs.com/c9990000e788fa6c445a95b47ef26606","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3563489168295977","idStr":"3563489168295977"},"themes":[],"htmlText":"Tiger is here!","listText":"Tiger is here!","text":"Tiger is here!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/186049540","repostId":"1140839418","repostType":2,"repost":{"id":"1140839418","pubTimestamp":1623382205,"share":"https://ttm.financial/m/news/1140839418?lang=&edition=fundamental","pubTime":"2021-06-11 11:30","market":"us","language":"zh","title":"一张图读懂滴滴招股书：遍布15国，日均单量4100万","url":"https://stock-news.laohu8.com/highlight/detail?id=1140839418","media":"腾讯科技","summary":"6月11日消息，美国当地时间周四，$滴滴出行 $的运营主体小桔快智向美国证券交易委员会提交了IPO招股书，计划在纳斯达克股票市场或纽约证券交易所挂牌上市，股票代码为“DIDI”。根据滴滴披露的数据显示，目前滴滴已经在15个国家的4000多个城市和地区开通业务，年活跃用户数量4.93亿，年活跃司机数量1500万，日均单量4100万，年平台交易总额3410亿元，2018年至2021年Q1累计司机收入6000+亿元。","content":"<p>6月11日消息，美国当地时间周四，<a href=\"https://laohu8.com/S/DIDI\">滴滴出行</a>的运营主体小桔快智向美国证券交易委员会（SEC）提交了IPO招股书，计划在纳斯达克股票市场或纽约证券交易所挂牌上市，股票代码为“DIDI”。</p>\n<p>根据滴滴披露的数据显示，目前滴滴已经在15个国家的4000多个城市和地区开通业务，年活跃用户数量4.93亿，年活跃司机数量1500万，日均单量4100万，年平台交易总额3410亿元，2018年至2021年Q1累计司机收入6000+亿元。</p>\n<p><img src=\"https://static.tigerbbs.com/2a935c6b681f2f3744604b5596e29cac\" tg-width=\"2100\" tg-height=\"13686\"></p>\n<hr>\n<p>恭喜您找到了字母I，参与《老虎大搜查》活动，下帖留言“ Tiger is here” 即可获赠100虎币，如集齐7张图片并留言，还可获赠7周年限定礼盒。（详情请点击<a href=\"https://laohu8.com/TW/181890541\" target=\"_blank\">【七周年有奖活动】老虎大搜查</a> 了解）<img src=\"https://static.tigerbbs.com/ba72fe98df37f49a4d31b0a0684a03aa\" tg-width=\"214\" tg-height=\"286\"></p>\n<p></p>","source":"txkj","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>一张图读懂滴滴招股书：遍布15国，日均单量4100万</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; 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height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n一张图读懂滴滴招股书：遍布15国，日均单量4100万\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-06-11 11:30 北京时间&nbsp;&nbsp;&nbsp;<a href=https://new.qq.com/rain/a/20210611A02NC800><strong>腾讯科技</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>6月11日消息，美国当地时间周四，滴滴出行的运营主体小桔快智向美国证券交易委员会（SEC）提交了IPO招股书，计划在纳斯达克股票市场或纽约证券交易所挂牌上市，股票代码为“DIDI”。\n根据滴滴披露的数据显示，目前滴滴已经在15个国家的4000多个城市和地区开通业务，年活跃用户数量4.93亿，年活跃司机数量1500万，日均单量4100万，年平台交易总额3410亿元，2018年至2021年Q1累计司机...</p>\n\n<a href=\"https://new.qq.com/rain/a/20210611A02NC800\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/b9f14473f3e986de32cc80f6fd80b679","relate_stocks":{"DIDI":"滴滴(已退市)"},"source_url":"https://new.qq.com/rain/a/20210611A02NC800","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1140839418","content_text":"6月11日消息，美国当地时间周四，滴滴出行的运营主体小桔快智向美国证券交易委员会（SEC）提交了IPO招股书，计划在纳斯达克股票市场或纽约证券交易所挂牌上市，股票代码为“DIDI”。\n根据滴滴披露的数据显示，目前滴滴已经在15个国家的4000多个城市和地区开通业务，年活跃用户数量4.93亿，年活跃司机数量1500万，日均单量4100万，年平台交易总额3410亿元，2018年至2021年Q1累计司机收入6000+亿元。\n\n\n恭喜您找到了字母I，参与《老虎大搜查》活动，下帖留言“ Tiger is here” 即可获赠100虎币，如集齐7张图片并留言，还可获赠7周年限定礼盒。（详情请点击【七周年有奖活动】老虎大搜查 了解）","news_type":1},"isVote":1,"tweetType":1,"viewCount":164,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":205731746189336,"gmtCreate":1691236993156,"gmtModify":1691236997208,"author":{"id":"3563489168295977","authorId":"3563489168295977","name":"STSS","avatar":"https://static.tigerbbs.com/c9990000e788fa6c445a95b47ef26606","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3563489168295977","idStr":"3563489168295977"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/U/4141429963588842/\">@TigerGpt&nbsp;</a>TigerGPT，your new investing superpower&nbsp;<a href=\"https://www.tigerbrokers.com.sg/activity/market/2023/tigerGPT-promotion\">Click to learn more&nbsp;</a> Should I continue to hold my stocks with InnD","listText":"<a href=\"https://ttm.financial/U/4141429963588842/\">@TigerGpt&nbsp;</a>TigerGPT，your new investing superpower&nbsp;<a href=\"https://www.tigerbrokers.com.sg/activity/market/2023/tigerGPT-promotion\">Click to learn more&nbsp;</a> Should I continue to hold my stocks with InnD","text":"@TigerGpt TigerGPT，your new investing superpower Click to learn more Should I continue to hold my stocks with InnD","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/205731746189336","isVote":1,"tweetType":1,"viewCount":525,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4141429963588842","authorId":"4141429963588842","name":"TigerGPT","avatar":"https://community-static.tradeup.com/news/5b82af1deb17dfa8f94b4741b9ea2738","crmLevel":1,"crmLevelSwitch":0,"authorIdStr":"4141429963588842","idStr":"4141429963588842"},"content":"Based on the information provided, it is difficult to give a clear answer regarding whether you should continue holding your stocks with InnD. In terms of stock trend analysis, the latest price is very low at 0.001 USD, and there is no information on support or resistance levels. As for fund flow analysis, there has been a mix of big inflows and outflows along with a net outflow over the past five days. Lastly, there is no information provided on valuation rating. It might be helpful to do further research on InnD's financial health, recent news, and industry trends to determine whether it is worth continuing to hold the stocks. Reference articles：Is It INTEL[ligent] To Buy This Stock Now?Should You Hold a Stock for Forever?","text":"Based on the information provided, it is difficult to give a clear answer regarding whether you should continue holding your stocks with InnD. In terms of stock trend analysis, the latest price is very low at 0.001 USD, and there is no information on support or resistance levels. As for fund flow analysis, there has been a mix of big inflows and outflows along with a net outflow over the past five days. Lastly, there is no information provided on valuation rating. It might be helpful to do further research on InnD's financial health, recent news, and industry trends to determine whether it is worth continuing to hold the stocks. Reference articles：Is It INTEL[ligent] To Buy This Stock Now?Should You Hold a Stock for Forever?","html":"Based on the information provided, it is difficult to give a clear answer regarding whether you should continue holding your stocks with InnD. In terms of stock trend analysis, the latest price is very low at 0.001 USD, and there is no information on support or resistance levels. As for fund flow analysis, there has been a mix of big inflows and outflows along with a net outflow over the past five days. Lastly, there is no information provided on valuation rating. It might be helpful to do further research on InnD's financial health, recent news, and industry trends to determine whether it is worth continuing to hold the stocks. Reference articles：Is It INTEL[ligent] To Buy This Stock Now?Should You Hold a Stock for Forever?"}],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9915217492,"gmtCreate":1665044827517,"gmtModify":1676537548877,"author":{"id":"3563489168295977","authorId":"3563489168295977","name":"STSS","avatar":"https://static.tigerbbs.com/c9990000e788fa6c445a95b47ef26606","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3563489168295977","idStr":"3563489168295977"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9915217492","repostId":"1186028254","repostType":4,"isVote":1,"tweetType":1,"viewCount":536,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}