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2022-05-23

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Singapore Stock Market Expected To Be Rangebound On Monday

2022-05-23

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07:58","market":"sg","language":"en","title":"Singapore Stock Market Expected To Be Rangebound On Monday","url":"https://stock-news.laohu8.com/highlight/detail?id=1171500400","media":"RTTNews","summary":"The Singapore stock market bounced higher again on Friday, one day after halting the three-day winni","content":"<html><head></head><body><p>The Singapore stock market bounced higher again on Friday, one day after halting the three-day winning streak in which it had improved more than 60 points or 1.9 percent. The Straits Times Index now rests just above the 3,240-point plateau and it&#39;s likely to see little movement on Monday.</p><p>The global forecast for the Asian markets is flat to slightly higher, with support from oil stocks capped by weakness from tech shares. The European markets were slightly higher and the U.S. bourses were mixed and little changed and the Asian markets figure to split the difference.</p><p>The STI finished sharply higher on Friday following gains from the financial shares, property stocks and industrial issues.</p><p>For the day, the index spiked 49.87 points or 1.56 percent to finish at 3,240.58 after trading between 3,210.75 and 3,246.13. Volume was 1.81 billion shares worth 1.54 billion Singapore dollars. There were 340 gainers and 170 decliners.</p><p>Among the actives, Ascendas REIT added 0.74 percent, while CapitaLand Integrated Commercial Trust perked 0.45 percent, CapitaLand Investment accelerated 2.62 percent, City Developments strengthened 2.25 percent, Comfort DelGro rose 0.68 percent, DBS Group collected 1.00 percent, Genting Singapore rallied 2.60 percent, Hongkong Land jumped 2.34 percent, Keppel Corp increased 0.89 percent, Mapletree Industrial Trust was up 0.41 percent, Oversea-Chinese Banking Corporation gathered 1.03 percent, SATS soared 3.40 percent, SembCorp Industries improved 1.41 percent, Singapore Exchange climbed 2.07 percent, Singapore Technologies Engineering advanced 2.00 percent, Thai Beverage gained 0.71 percent, United Overseas Bank spiked 3.19 percent, Wilmar International surged 4.13 percent, Yangzijiang Financial skyrocketed 8.97 percent and Yangzijiang Shipbuilding, Mapletree Commercial Trust, Mapletree Logistics Trust, SingTel and Frasers Logistics were unchanged.</p><p>Wall Street offers little guidance as the major averages opened higher on Friday, quickly plummeted into the red before rallying to finish mixed and little changed.</p><p>The Dow added 8.77 points or 0.03 percent to finish at 31,261.90, while the NASDAQ fell 33.88 points or 0.30 percent to close at 11,354.62 and the S&amp;P 500 rose 0.57 points or 0.01 percent to end at 3,901.36.</p><p>For the week, the NASDAQ dove 3.8 percent, the S&amp;P sank 3 percent and the Dow lost 2.9 percent.</p><p>The extended volatility on Wall Street came as traders continued to debate when the markets will reach a bottom following recent weakness.</p><p>The S&amp;P 500 was down more than 20 percent from January&#39;s record closing high, which is seen as signaling a bear market.</p><p>Crude oil futures settled higher on Friday, lifted by the proposed ban on Russian oil by the EU and the relaxation of Covid lockdowns in China. West Texas Intermediate Crude oil futures for July added $0.39 or 0.4 percent at $110.28 a barrel.</p><p>Closer to home, Singapore will see April data for consumer prices later today; in March, overall inflation was up 1.2 percent on month and 5.4 percent on year, while core CPI rose an annual 2.9 percent.</p></body></html>","source":"lsy1626938412129","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 Stock Market Expected To Be Rangebound On Monday</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\">\nSingapore Stock Market Expected To Be Rangebound On Monday\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-05-23 07:58 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.rttnews.com/3285836/singapore-stock-market-expected-to-be-rangebound-on-monday.aspx?type=acom><strong>RTTNews</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>The Singapore stock market bounced higher again on Friday, one day after halting the three-day winning streak in which it had improved more than 60 points or 1.9 percent. The Straits Times Index now ...</p>\n\n<a href=\"https://www.rttnews.com/3285836/singapore-stock-market-expected-to-be-rangebound-on-monday.aspx?type=acom\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"STI.SI":"富时新加坡海峡指数"},"source_url":"https://www.rttnews.com/3285836/singapore-stock-market-expected-to-be-rangebound-on-monday.aspx?type=acom","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1171500400","content_text":"The Singapore stock market bounced higher again on Friday, one day after halting the three-day winning streak in which it had improved more than 60 points or 1.9 percent. The Straits Times Index now rests just above the 3,240-point plateau and it's likely to see little movement on Monday.The global forecast for the Asian markets is flat to slightly higher, with support from oil stocks capped by weakness from tech shares. The European markets were slightly higher and the U.S. bourses were mixed and little changed and the Asian markets figure to split the difference.The STI finished sharply higher on Friday following gains from the financial shares, property stocks and industrial issues.For the day, the index spiked 49.87 points or 1.56 percent to finish at 3,240.58 after trading between 3,210.75 and 3,246.13. Volume was 1.81 billion shares worth 1.54 billion Singapore dollars. There were 340 gainers and 170 decliners.Among the actives, Ascendas REIT added 0.74 percent, while CapitaLand Integrated Commercial Trust perked 0.45 percent, CapitaLand Investment accelerated 2.62 percent, City Developments strengthened 2.25 percent, Comfort DelGro rose 0.68 percent, DBS Group collected 1.00 percent, Genting Singapore rallied 2.60 percent, Hongkong Land jumped 2.34 percent, Keppel Corp increased 0.89 percent, Mapletree Industrial Trust was up 0.41 percent, Oversea-Chinese Banking Corporation gathered 1.03 percent, SATS soared 3.40 percent, SembCorp Industries improved 1.41 percent, Singapore Exchange climbed 2.07 percent, Singapore Technologies Engineering advanced 2.00 percent, Thai Beverage gained 0.71 percent, United Overseas Bank spiked 3.19 percent, Wilmar International surged 4.13 percent, Yangzijiang Financial skyrocketed 8.97 percent and Yangzijiang Shipbuilding, Mapletree Commercial Trust, Mapletree Logistics Trust, SingTel and Frasers Logistics were unchanged.Wall Street offers little guidance as the major averages opened higher on Friday, quickly plummeted into the red before rallying to finish mixed and little changed.The Dow added 8.77 points or 0.03 percent to finish at 31,261.90, while the NASDAQ fell 33.88 points or 0.30 percent to close at 11,354.62 and the S&P 500 rose 0.57 points or 0.01 percent to end at 3,901.36.For the week, the NASDAQ dove 3.8 percent, the S&P sank 3 percent and the Dow lost 2.9 percent.The extended volatility on Wall Street came as traders continued to debate when the markets will reach a bottom following recent weakness.The S&P 500 was down more than 20 percent from January's record closing high, which is seen as signaling a bear market.Crude oil futures settled higher on Friday, lifted by the proposed ban on Russian oil by the EU and the relaxation of Covid lockdowns in China. West Texas Intermediate Crude oil futures for July added $0.39 or 0.4 percent at $110.28 a barrel.Closer to home, Singapore will see April data for consumer prices later today; in March, overall inflation was up 1.2 percent on month and 5.4 percent on year, while core CPI rose an annual 2.9 percent.","news_type":1},"isVote":1,"tweetType":1,"viewCount":555,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9028578338,"gmtCreate":1653264724324,"gmtModify":1676535248518,"author":{"id":"3563577781679506","authorId":"3563577781679506","name":"Samuel.L","avatar":"https://static.tigerbbs.com/1186b61f5b04203ae75a2949bd647713","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3563577781679506","authorIdStr":"3563577781679506"},"themes":[],"htmlText":"Let's go&nbsp;","listText":"Let's go&nbsp;","text":"Let's go","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9028578338","repostId":"1171500400","repostType":4,"repost":{"id":"1171500400","pubTimestamp":1653263894,"share":"https://ttm.financial/m/news/1171500400?lang=&edition=fundamental","pubTime":"2022-05-23 07:58","market":"sg","language":"en","title":"Singapore Stock Market Expected To Be Rangebound On Monday","url":"https://stock-news.laohu8.com/highlight/detail?id=1171500400","media":"RTTNews","summary":"The Singapore stock market bounced higher again on Friday, one day after halting the three-day winni","content":"<html><head></head><body><p>The Singapore stock market bounced higher again on Friday, one day after halting the three-day winning streak in which it had improved more than 60 points or 1.9 percent. The Straits Times Index now rests just above the 3,240-point plateau and it&#39;s likely to see little movement on Monday.</p><p>The global forecast for the Asian markets is flat to slightly higher, with support from oil stocks capped by weakness from tech shares. The European markets were slightly higher and the U.S. bourses were mixed and little changed and the Asian markets figure to split the difference.</p><p>The STI finished sharply higher on Friday following gains from the financial shares, property stocks and industrial issues.</p><p>For the day, the index spiked 49.87 points or 1.56 percent to finish at 3,240.58 after trading between 3,210.75 and 3,246.13. Volume was 1.81 billion shares worth 1.54 billion Singapore dollars. There were 340 gainers and 170 decliners.</p><p>Among the actives, Ascendas REIT added 0.74 percent, while CapitaLand Integrated Commercial Trust perked 0.45 percent, CapitaLand Investment accelerated 2.62 percent, City Developments strengthened 2.25 percent, Comfort DelGro rose 0.68 percent, DBS Group collected 1.00 percent, Genting Singapore rallied 2.60 percent, Hongkong Land jumped 2.34 percent, Keppel Corp increased 0.89 percent, Mapletree Industrial Trust was up 0.41 percent, Oversea-Chinese Banking Corporation gathered 1.03 percent, SATS soared 3.40 percent, SembCorp Industries improved 1.41 percent, Singapore Exchange climbed 2.07 percent, Singapore Technologies Engineering advanced 2.00 percent, Thai Beverage gained 0.71 percent, United Overseas Bank spiked 3.19 percent, Wilmar International surged 4.13 percent, Yangzijiang Financial skyrocketed 8.97 percent and Yangzijiang Shipbuilding, Mapletree Commercial Trust, Mapletree Logistics Trust, SingTel and Frasers Logistics were unchanged.</p><p>Wall Street offers little guidance as the major averages opened higher on Friday, quickly plummeted into the red before rallying to finish mixed and little changed.</p><p>The Dow added 8.77 points or 0.03 percent to finish at 31,261.90, while the NASDAQ fell 33.88 points or 0.30 percent to close at 11,354.62 and the S&amp;P 500 rose 0.57 points or 0.01 percent to end at 3,901.36.</p><p>For the week, the NASDAQ dove 3.8 percent, the S&amp;P sank 3 percent and the Dow lost 2.9 percent.</p><p>The extended volatility on Wall Street came as traders continued to debate when the markets will reach a bottom following recent weakness.</p><p>The S&amp;P 500 was down more than 20 percent from January&#39;s record closing high, which is seen as signaling a bear market.</p><p>Crude oil futures settled higher on Friday, lifted by the proposed ban on Russian oil by the EU and the relaxation of Covid lockdowns in China. West Texas Intermediate Crude oil futures for July added $0.39 or 0.4 percent at $110.28 a barrel.</p><p>Closer to home, Singapore will see April data for consumer prices later today; in March, overall inflation was up 1.2 percent on month and 5.4 percent on year, while core CPI rose an annual 2.9 percent.</p></body></html>","source":"lsy1626938412129","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 Stock Market Expected To Be Rangebound On Monday</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\">\nSingapore Stock Market Expected To Be Rangebound On Monday\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-05-23 07:58 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.rttnews.com/3285836/singapore-stock-market-expected-to-be-rangebound-on-monday.aspx?type=acom><strong>RTTNews</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>The Singapore stock market bounced higher again on Friday, one day after halting the three-day winning streak in which it had improved more than 60 points or 1.9 percent. The Straits Times Index now ...</p>\n\n<a href=\"https://www.rttnews.com/3285836/singapore-stock-market-expected-to-be-rangebound-on-monday.aspx?type=acom\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"STI.SI":"富时新加坡海峡指数"},"source_url":"https://www.rttnews.com/3285836/singapore-stock-market-expected-to-be-rangebound-on-monday.aspx?type=acom","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1171500400","content_text":"The Singapore stock market bounced higher again on Friday, one day after halting the three-day winning streak in which it had improved more than 60 points or 1.9 percent. The Straits Times Index now rests just above the 3,240-point plateau and it's likely to see little movement on Monday.The global forecast for the Asian markets is flat to slightly higher, with support from oil stocks capped by weakness from tech shares. The European markets were slightly higher and the U.S. bourses were mixed and little changed and the Asian markets figure to split the difference.The STI finished sharply higher on Friday following gains from the financial shares, property stocks and industrial issues.For the day, the index spiked 49.87 points or 1.56 percent to finish at 3,240.58 after trading between 3,210.75 and 3,246.13. Volume was 1.81 billion shares worth 1.54 billion Singapore dollars. There were 340 gainers and 170 decliners.Among the actives, Ascendas REIT added 0.74 percent, while CapitaLand Integrated Commercial Trust perked 0.45 percent, CapitaLand Investment accelerated 2.62 percent, City Developments strengthened 2.25 percent, Comfort DelGro rose 0.68 percent, DBS Group collected 1.00 percent, Genting Singapore rallied 2.60 percent, Hongkong Land jumped 2.34 percent, Keppel Corp increased 0.89 percent, Mapletree Industrial Trust was up 0.41 percent, Oversea-Chinese Banking Corporation gathered 1.03 percent, SATS soared 3.40 percent, SembCorp Industries improved 1.41 percent, Singapore Exchange climbed 2.07 percent, Singapore Technologies Engineering advanced 2.00 percent, Thai Beverage gained 0.71 percent, United Overseas Bank spiked 3.19 percent, Wilmar International surged 4.13 percent, Yangzijiang Financial skyrocketed 8.97 percent and Yangzijiang Shipbuilding, Mapletree Commercial Trust, Mapletree Logistics Trust, SingTel and Frasers Logistics were unchanged.Wall Street offers little guidance as the major averages opened higher on Friday, quickly plummeted into the red before rallying to finish mixed and little changed.The Dow added 8.77 points or 0.03 percent to finish at 31,261.90, while the NASDAQ fell 33.88 points or 0.30 percent to close at 11,354.62 and the S&P 500 rose 0.57 points or 0.01 percent to end at 3,901.36.For the week, the NASDAQ dove 3.8 percent, the S&P sank 3 percent and the Dow lost 2.9 percent.The extended volatility on Wall Street came as traders continued to debate when the markets will reach a bottom following recent weakness.The S&P 500 was down more than 20 percent from January's record closing high, which is seen as signaling a bear market.Crude oil futures settled higher on Friday, lifted by the proposed ban on Russian oil by the EU and the relaxation of Covid lockdowns in China. West Texas Intermediate Crude oil futures for July added $0.39 or 0.4 percent at $110.28 a barrel.Closer to home, Singapore will see April data for consumer prices later today; in March, overall inflation was up 1.2 percent on month and 5.4 percent on year, while core CPI rose an annual 2.9 percent.","news_type":1},"isVote":1,"tweetType":1,"viewCount":413,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9061932876,"gmtCreate":1651549076353,"gmtModify":1676534925303,"author":{"id":"3563577781679506","authorId":"3563577781679506","name":"Samuel.L","avatar":"https://static.tigerbbs.com/1186b61f5b04203ae75a2949bd647713","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3563577781679506","authorIdStr":"3563577781679506"},"themes":[],"htmlText":"Can","listText":"Can","text":"Can","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9061932876","repostId":"2232742796","repostType":4,"repost":{"id":"2232742796","pubTimestamp":1651547153,"share":"https://ttm.financial/m/news/2232742796?lang=&edition=fundamental","pubTime":"2022-05-03 11:05","market":"us","language":"en","title":"Alibaba Group: Munger Position Halved, How About Yours?","url":"https://stock-news.laohu8.com/highlight/detail?id=2232742796","media":"seekingalpha","summary":"SummaryFor investors who take Charlie Munger’s action into their consideration, his Alibaba holdings","content":"<html><head></head><body><p><b>Summary</b></p><ul><li>For investors who take Charlie Munger’s action into their consideration, his Alibaba holdings now create some ambiguity.</li><li>He doubled his stake in Alibaba twice in 2021 Q3 and 2021 Q4, but then the position was reduced by about a half according to the recent Daily Journal&#39;s 13F.</li><li>To add to the ambiguity, he has given up his role as Chairman of the Daily Journal Corporation.</li><li>This article reengineers Munger’s thought process to gain insights into where Alibaba is headed next.</li><li>BABA is another textbook illustration of Munger’s wisdom of buying good businesses on the operating table, and I still hold this view after DJCO trimmed its position.</li></ul><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/7f665544ee7146e737beb7abd9b9596c\" tg-width=\"750\" tg-height=\"403\" width=\"100%\" height=\"auto\"/><span>Eric Francis/Getty Images News</span></p><p><b>Thesis</b></p><p>Many investors in Alibaba Group (NYSE:BABA) (OTCPK:BABAF) probably included Charlie Munger’s actions as part of their investment decision. Indeed, the legendary billionaire doubled down on his BABA position twice in 2021 amid market concerns, and both times created a news splash and large stock price movements. But the most recent filing from the Daily Journal Corporation (DJCO) reported that his BABA position was reduced by about a half as you can see from the chart below. To add to the ambiguity, he has also announced that he has given up his role as Chairman of the Daily Journal Corporation, a position held since 1977. Going forward, Munger will remain a director and keep being involved in its securities portfolio.</p><p>This article is my attempt to interpret Munger’s thought process surrounding his BABA positions. As his role at DJCO winds down, we can no longer rely on his actions as guidance in our BABA decisions and we will have to rely on our own judgment more. By reengineering Munger’s thoughts, we can gain insights for ourselves not only on BABA but also on other investment opportunities.</p><p>You will see next that my view is that what has happened between 2021 Q3 and Q4 best illustrates Munger’s wisdom of buying good business on the operating table, and I still hold this view after DJCO trimmed the BABA position recently.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/9660e48240f12c06602d9d01717c9f9a\" tg-width=\"640\" tg-height=\"259\" width=\"100%\" height=\"auto\"/><span>Source: dataroma.com</span></p><p><b>Munger and BABA</b></p><p>The following chart summarizes the key events that led to Munger’s actions. As you can see from the chart below, he started buying BABA shares in 2021 Q1, after a large correction in its share price caused by the cancelation of the highly anticipated Ant Group IPO. He then doubled down his stake in Alibaba twice: first in 2021 Q3 and then again in 2021 Q4.</p><p>There are certainly good reasons for Munger’s decision. As mentioned above, the market reacted too quickly based on perception (based on the information available at that time). As a result, even though BABA’s core business is intact, its valuation became too compressed when Munger pulled the trigger to double down his bets. It is a textbook reflection of his wisdom of buying a good business on the operating table. At the prices he bought into BABA, it was valued as a terminally cheap and stagnating business, while its core fundamentals not only remain intact but also well-positioned for growth, as elaborated in the next section immediately below.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/5c9aab2ae2ddd5b74d6ef33ed6ea3682\" tg-width=\"640\" tg-height=\"283\" width=\"100%\" height=\"auto\"/><span>Yahoo Finance and Author</span></p><p><b>BABA’s core business remains intact</b></p><p>Firstly, my view is that many of the ongoing uncertainties as shown above (the Russian-Ukraine war, COVID interruptions, and the delisting fear) are only temporary and have little long-term relevance to BABA&#39;s existing core retail business. Secondly, the China government has expressed commitment to stabilizing the market and stimulating the economy. And key players like BABA will directly benefit from the government support, as reflected in the large share price rallies shortly after such announcements.</p><p>Under the above background, now let&#39;s look at BABA’s core retail business. BABA reported a total of 1.28 billion Annual Active Consumers Globally for the twelve months ended December 31, 2021. It is an increase of approximately 43 million from the twelve months ended September 30, 2021. This includes 979 million consumers in China and 301 million consumers overseas, representing a quarterly net increase of over 26 million (2.6%) and 16 million (about 5%), respectively. Such growth rates may be lower than its faster pace in the past. However, they are still very healthy growth rates at BABA’s scale. And again, the market overaction has compressed its valuation so much so that it is now viewed as a terminally cheap and stagnating business. But the reality is the opposite.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/e09f58f155de8d774911dedd2de0f281\" tg-width=\"640\" tg-height=\"338\" width=\"100%\" height=\"auto\"/><span>BABA Earnings report</span></p><p>Looking forward, I see the business well-positioned for future growth and the fear overblown for a few key considerations. As aforementioned, upon rational examination, many recent developments are not only temporary but also irrelevant or even positive for BABA. For example, in Sept 2021, BABA made a pledge of 100 billion RMB (or about $15.5B or $3.1B per year) to the Chinese common prosperity fund. To me, this is a positive sign because it shows that the Chinese government is working out a path forward for BABA and hints at what a “new norm” could be for BABA. And also the recent separation of its China retail and international retail is also a positive development in my view. it compartmentalized the regulatory complications and risks for its core business. BABA is now well-positioned to capture the international market. Cainiao continues to expand its global infrastructure by strengthening its end-to-end logistics capabilities, including ehubs, line-haul, sorting centers, and last-mile network.</p><p><b>BABA’s other high-growth opportunities</b></p><p>Besides its core bread-and-butter business, BABA is also well-positioned to capitalize on its investments in other high-growth and high-margin opportunities both domestically and internationally. It is in a key strategic position to capitalize on its local and cross-border supply and global infrastructure in many key areas.</p><p>Its cloud segment is <a href=\"https://laohu8.com/S/AONE.U\">one</a> of the highlights. The cloud market in China is projected to grow from RMB 0.2 Trillion in 2020 to RMB 1.0 Trillion in 2025, a 5x growth in 5 years. BABA’s cloud computing revenue grew by 50% year-on-year in its last fiscal year (which ended on 31 March 2021) despite losing a major customer in the March quarter. Since then, its cloud segment grew by another 20% year-over-year to RMB19.5B million (US$3.1B million) in the most recent quarter. At the same time, its cloud revenue is also becoming more diversified. The revenue sources used to be dominated by the internet industry (about 60%). As of the last quarter, the share of the revenue from the internet industry has decreased to about 48%. The solid 20% year-over-year growth reflected robust growth from other key sectors such as the financial and telecommunication industries.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/c3115a0e3831d1e821d9bf124fb342f5\" tg-width=\"640\" tg-height=\"358\" width=\"100%\" height=\"auto\"/><span>BABA earnings report</span></p><p><b>Valuation too cheap to ignore</b></p><p>Munger bought BABA shares on the operating table when it was valued as a terminally cheap business. The valuation is still too cheap to ignore. BABA remains deeply undervalued in terms of all the metrics, net earnings, free cash flow, and assets. As seen from the chart below, it’s current valued at about 12x FW PE. And according to consensus estimates, its valuation at the current price will be in the single-digit range starting in 2025 and at about only 6x by 2028.</p><p>At the same time, there is a large cash position on its balance sheet, making the valuation even more compressed than on the surface. Currently, about one-third of its market cap is in its current assets, and more than a half in its current assets, properties, and equity investments. With its China commerce raking in more than $90B of sales per year, the current valuation is equivalent to A) purchasing its equity at book value, B) paying for its China commerce operation at about 1.6x sales (Amazon is valued at about 3.5x sales in contrast), and C) getting all its other operations for free.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/e840aa8a60cc3895b5046c5d64b48e23\" tg-width=\"640\" tg-height=\"281\" width=\"100%\" height=\"auto\"/><span>Seeking Alpha</span></p><p><b>Conclusions and risks</b></p><p>This article attempts to reengineer Munger’s thought process surrounding his BABA positions. My view is that what has happened between 2021 Q3 and Q4 is another textbook illustration of his wisdom of buying good business on the operating table. And I still hold this view after DJCO trimmed the BABA position recently. In particular,</p><ul><li>My view is that as his role at DJCO winds down, the trim does not reflect his view anymore. At this point, BABA’s core businesses remain intact and are well-positioned for many high-growth areas especially its cloud computing and CAINIAO logistic infrastructure.</li><li>Many current fears (listed below) are overblown or irrelevant to the business fundamentals in the long term. On the opposite, in the nearer term, BABA investment is further protected at this point by its large share repurchase plan and the Chinese government to stabilize the market and its economy. Its $25B share repurchase plan will shrink the share count by almost 9% at its current price. Given its current undervaluation, it will be highly accreditive to boost shareholder returns.</li></ul><p>Finally, BABA investment does involve considerable risks and is definitely not suitable for all investment styles. The key risks as I see are elaborated below.</p><ul><li>First, large price volatilities. its stock price has recently become dominated by market sentiment and disconnected from fundamentals. Its stock prices easily fluctuated 30%+ in a few days or even a single day recently in response to news and sentiments that may or may not have direct relevance to its business fundamentals.</li><li>Second, the VIE structure risk could lead to a 100% loss. The Chinese government could confiscate foreign investments in BABA if they decide foreign investments made in BABA under the VEI structure are illegal according to Chinese law.</li><li>Third, the delisting risk could also lead to a substantial loss. It led to a 20%+ loss following the next few days in the recent DiDi delisting example.</li><li>Lastly, given the above large uncertainties, potential investors may consider a long call option to limit total exposure risks. As detailed in my earlier article, I think the market’s perception of its price variation is too conservative, resulting in a mispricing of its implied volatility.</li></ul></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>Alibaba Group: Munger Position Halved, How About Yours?</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\">\nAlibaba Group: Munger Position Halved, How About Yours?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-05-03 11:05 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4505816-alibaba-group-munger-position-halved-how-about-yours><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryFor investors who take Charlie Munger’s action into their consideration, his Alibaba holdings now create some ambiguity.He doubled his stake in Alibaba twice in 2021 Q3 and 2021 Q4, but then ...</p>\n\n<a href=\"https://seekingalpha.com/article/4505816-alibaba-group-munger-position-halved-how-about-yours\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"09988":"阿里巴巴-W","BABA":"阿里巴巴"},"source_url":"https://seekingalpha.com/article/4505816-alibaba-group-munger-position-halved-how-about-yours","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"2232742796","content_text":"SummaryFor investors who take Charlie Munger’s action into their consideration, his Alibaba holdings now create some ambiguity.He doubled his stake in Alibaba twice in 2021 Q3 and 2021 Q4, but then the position was reduced by about a half according to the recent Daily Journal's 13F.To add to the ambiguity, he has given up his role as Chairman of the Daily Journal Corporation.This article reengineers Munger’s thought process to gain insights into where Alibaba is headed next.BABA is another textbook illustration of Munger’s wisdom of buying good businesses on the operating table, and I still hold this view after DJCO trimmed its position.Eric Francis/Getty Images NewsThesisMany investors in Alibaba Group (NYSE:BABA) (OTCPK:BABAF) probably included Charlie Munger’s actions as part of their investment decision. Indeed, the legendary billionaire doubled down on his BABA position twice in 2021 amid market concerns, and both times created a news splash and large stock price movements. But the most recent filing from the Daily Journal Corporation (DJCO) reported that his BABA position was reduced by about a half as you can see from the chart below. To add to the ambiguity, he has also announced that he has given up his role as Chairman of the Daily Journal Corporation, a position held since 1977. Going forward, Munger will remain a director and keep being involved in its securities portfolio.This article is my attempt to interpret Munger’s thought process surrounding his BABA positions. As his role at DJCO winds down, we can no longer rely on his actions as guidance in our BABA decisions and we will have to rely on our own judgment more. By reengineering Munger’s thoughts, we can gain insights for ourselves not only on BABA but also on other investment opportunities.You will see next that my view is that what has happened between 2021 Q3 and Q4 best illustrates Munger’s wisdom of buying good business on the operating table, and I still hold this view after DJCO trimmed the BABA position recently.Source: dataroma.comMunger and BABAThe following chart summarizes the key events that led to Munger’s actions. As you can see from the chart below, he started buying BABA shares in 2021 Q1, after a large correction in its share price caused by the cancelation of the highly anticipated Ant Group IPO. He then doubled down his stake in Alibaba twice: first in 2021 Q3 and then again in 2021 Q4.There are certainly good reasons for Munger’s decision. As mentioned above, the market reacted too quickly based on perception (based on the information available at that time). As a result, even though BABA’s core business is intact, its valuation became too compressed when Munger pulled the trigger to double down his bets. It is a textbook reflection of his wisdom of buying a good business on the operating table. At the prices he bought into BABA, it was valued as a terminally cheap and stagnating business, while its core fundamentals not only remain intact but also well-positioned for growth, as elaborated in the next section immediately below.Yahoo Finance and AuthorBABA’s core business remains intactFirstly, my view is that many of the ongoing uncertainties as shown above (the Russian-Ukraine war, COVID interruptions, and the delisting fear) are only temporary and have little long-term relevance to BABA's existing core retail business. Secondly, the China government has expressed commitment to stabilizing the market and stimulating the economy. And key players like BABA will directly benefit from the government support, as reflected in the large share price rallies shortly after such announcements.Under the above background, now let's look at BABA’s core retail business. BABA reported a total of 1.28 billion Annual Active Consumers Globally for the twelve months ended December 31, 2021. It is an increase of approximately 43 million from the twelve months ended September 30, 2021. This includes 979 million consumers in China and 301 million consumers overseas, representing a quarterly net increase of over 26 million (2.6%) and 16 million (about 5%), respectively. Such growth rates may be lower than its faster pace in the past. However, they are still very healthy growth rates at BABA’s scale. And again, the market overaction has compressed its valuation so much so that it is now viewed as a terminally cheap and stagnating business. But the reality is the opposite.BABA Earnings reportLooking forward, I see the business well-positioned for future growth and the fear overblown for a few key considerations. As aforementioned, upon rational examination, many recent developments are not only temporary but also irrelevant or even positive for BABA. For example, in Sept 2021, BABA made a pledge of 100 billion RMB (or about $15.5B or $3.1B per year) to the Chinese common prosperity fund. To me, this is a positive sign because it shows that the Chinese government is working out a path forward for BABA and hints at what a “new norm” could be for BABA. And also the recent separation of its China retail and international retail is also a positive development in my view. it compartmentalized the regulatory complications and risks for its core business. BABA is now well-positioned to capture the international market. Cainiao continues to expand its global infrastructure by strengthening its end-to-end logistics capabilities, including ehubs, line-haul, sorting centers, and last-mile network.BABA’s other high-growth opportunitiesBesides its core bread-and-butter business, BABA is also well-positioned to capitalize on its investments in other high-growth and high-margin opportunities both domestically and internationally. It is in a key strategic position to capitalize on its local and cross-border supply and global infrastructure in many key areas.Its cloud segment is one of the highlights. The cloud market in China is projected to grow from RMB 0.2 Trillion in 2020 to RMB 1.0 Trillion in 2025, a 5x growth in 5 years. BABA’s cloud computing revenue grew by 50% year-on-year in its last fiscal year (which ended on 31 March 2021) despite losing a major customer in the March quarter. Since then, its cloud segment grew by another 20% year-over-year to RMB19.5B million (US$3.1B million) in the most recent quarter. At the same time, its cloud revenue is also becoming more diversified. The revenue sources used to be dominated by the internet industry (about 60%). As of the last quarter, the share of the revenue from the internet industry has decreased to about 48%. The solid 20% year-over-year growth reflected robust growth from other key sectors such as the financial and telecommunication industries.BABA earnings reportValuation too cheap to ignoreMunger bought BABA shares on the operating table when it was valued as a terminally cheap business. The valuation is still too cheap to ignore. BABA remains deeply undervalued in terms of all the metrics, net earnings, free cash flow, and assets. As seen from the chart below, it’s current valued at about 12x FW PE. And according to consensus estimates, its valuation at the current price will be in the single-digit range starting in 2025 and at about only 6x by 2028.At the same time, there is a large cash position on its balance sheet, making the valuation even more compressed than on the surface. Currently, about one-third of its market cap is in its current assets, and more than a half in its current assets, properties, and equity investments. With its China commerce raking in more than $90B of sales per year, the current valuation is equivalent to A) purchasing its equity at book value, B) paying for its China commerce operation at about 1.6x sales (Amazon is valued at about 3.5x sales in contrast), and C) getting all its other operations for free.Seeking AlphaConclusions and risksThis article attempts to reengineer Munger’s thought process surrounding his BABA positions. My view is that what has happened between 2021 Q3 and Q4 is another textbook illustration of his wisdom of buying good business on the operating table. And I still hold this view after DJCO trimmed the BABA position recently. In particular,My view is that as his role at DJCO winds down, the trim does not reflect his view anymore. At this point, BABA’s core businesses remain intact and are well-positioned for many high-growth areas especially its cloud computing and CAINIAO logistic infrastructure.Many current fears (listed below) are overblown or irrelevant to the business fundamentals in the long term. On the opposite, in the nearer term, BABA investment is further protected at this point by its large share repurchase plan and the Chinese government to stabilize the market and its economy. Its $25B share repurchase plan will shrink the share count by almost 9% at its current price. Given its current undervaluation, it will be highly accreditive to boost shareholder returns.Finally, BABA investment does involve considerable risks and is definitely not suitable for all investment styles. The key risks as I see are elaborated below.First, large price volatilities. its stock price has recently become dominated by market sentiment and disconnected from fundamentals. Its stock prices easily fluctuated 30%+ in a few days or even a single day recently in response to news and sentiments that may or may not have direct relevance to its business fundamentals.Second, the VIE structure risk could lead to a 100% loss. The Chinese government could confiscate foreign investments in BABA if they decide foreign investments made in BABA under the VEI structure are illegal according to Chinese law.Third, the delisting risk could also lead to a substantial loss. It led to a 20%+ loss following the next few days in the recent DiDi delisting example.Lastly, given the above large uncertainties, potential investors may consider a long call option to limit total exposure risks. As detailed in my earlier article, I think the market’s perception of its price variation is too conservative, resulting in a mispricing of its implied volatility.","news_type":1},"isVote":1,"tweetType":1,"viewCount":359,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9063917570,"gmtCreate":1651384773009,"gmtModify":1676534899662,"author":{"id":"3563577781679506","authorId":"3563577781679506","name":"Samuel.L","avatar":"https://static.tigerbbs.com/1186b61f5b04203ae75a2949bd647713","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3563577781679506","authorIdStr":"3563577781679506"},"themes":[],"htmlText":"Okok","listText":"Okok","text":"Okok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9063917570","repostId":"2232272881","repostType":4,"repost":{"id":"2232272881","pubTimestamp":1651369552,"share":"https://ttm.financial/m/news/2232272881?lang=&edition=fundamental","pubTime":"2022-05-01 09:45","market":"us","language":"en","title":"Worried About Inflation? Here's What Warren Buffett Says Berkshire Hathaway Is Doing","url":"https://stock-news.laohu8.com/highlight/detail?id=2232272881","media":"Motley Fool","summary":"Berkshire is investing in quality dividend stocks and taking what the market gives it.","content":"<html><head></head><body><p>Inflation is on the minds of investors, policymakers, and everyday Americans. We can feel it at the pump, at the grocery store, the post office, and even the barbershop. Since inflation is higher than the rate of economic growth, the real gross domestic product for the first quarter of 2022 decreased by 1.4% year over year. If we get another negative reading for the second quarter, the U.S. economy will officially be in a recession.</p><p>Both Warren Buffett and Charlie Munger spoke about inflation at <b>Berkshire Hathaway</b>&#39;s (BRK.A) (BRK.B) annual shareholders meeting on Saturday. Here&#39;s what they said and how they&#39;re positioning Berkshire to ride out the storm.</p><h2>An unavoidable consequence</h2><p>Buffett and Munger both spoke negatively about the state of the economy due to inflation and how it is largely a result of loose fiscal and monetary policy. This policy artificially inflated demand and effectively caused a supply/demand imbalance -- the cure for which was rising prices to try and lower demand. And now, the remedy seems to be raising interest rates to try and reduce demand. &#34;We are seeing an unleashing of the fact that we just mailed a lot of money <a href=\"https://laohu8.com/S/AONE.U\">one</a> way or another,&#34; said Buffett.</p><p>However, Buffett and Munger view inflation as a necessary consequence to get the U.S. out of what could have been a COVID-19 induced depression.</p><p>&#34;We&#39;ve had a lot of inflation, and it was almost impossible not to have it if you&#39;re going give out the kind of money we gave out. And it&#39;s probably a good thing we did it, in fact, I think at one point when the Federal Reserve was creating the money, if they hadn&#39;t done it our lives would be worse, a whole lot worse. Now that was an important decision,&#34; said Buffett.</p><p>In another exchange, Munger said, &#34;It happened on a scale this time that we&#39;ve never seen before. Those checks are just mailed out to everybody who claimed to have a business and claimed to have employees. They probably drowned the country in money for a while, and as you [Buffett] say, they probably had to do it.&#34;</p><p>&#34;In my book, Jay Powell is a hero,&#34; Buffett responded. &#34;It&#39;s very simple, he did what he had to do.&#34;</p><h2>Find value wherever it&#39;s available</h2><p>One way of growing wealth during inflationary times is looking for opportunities that aren&#39;t otherwise available. The trick is having plenty of experience looking for those opportunities in other economic conditions, too. &#34;We depend on mispriced businesses through mechanisms where we aren&#39;t responsible for the mispricing of them,&#34; Buffett said.</p><p>Buffett surprised investors when he disclosed a roughly 9.5% stake in <b>Activision Blizzard</b>. The stake is worth about $6.2 billion as of Friday&#39;s close. Buffett owned about $1 billion of Activision before <b>Microsoft</b> announced it would acquire it for $95 a share. Buffett then increased Berkshire&#39;s position as a classic arbitrage opportunity under the assumption that Microsoft is a reliable buyer and would come through on the deal. That arbitrage opportunity is sizable, considering Activision Blizzard&#39;s stock is currently $75.60 per share.</p><p>Buffet&#39;s Activision Blizzard play is merely an old-school way of finding value in a challenging market. However, regular investors should probably steer clear of these kinds of investments, as the deal isn&#39;t based on fundamentals and could fall through. You don&#39;t want to end up owning a company you don&#39;t understand and didn&#39;t really want in the first place.</p><p>So what can you do?</p><h2>Learn from Buffett&#39;s actions</h2><p>It&#39;s all good and well to say that inflation is unavoidable. But the real question many investors are probably wondering about is how to position their portfolios for prolonged inflation.</p><p>First off, it&#39;s important to remember that economic cycles are simply par for the course in a long investing career. Whether inflation is the cause of a sell-off or not is secondary. The bigger takeaway is that a bear market can create life-changing wealth for investors in companies with bright futures, positive cash flows, and durable balance sheets.</p><p>What Berkshire is showing through its actions is an increased buying appetite that we haven&#39;t seen in years, which indicates Berkshire is finding value -- mainly in the energy sector. In less than a year, oil and gas went from a minor allocation to a major one. Berkshire&#39;s <b>Chevron</b> holding has pole-vaulted to its third-largest position, while <b>Occidental Petroleum</b> has been a top 10 holding since Berkshire increased its stake in February and March. Berkshire also took a stake in <b>HP</b> this year, and its acquisition of insurer <b>Alleghany</b> shows its classic value stock bent.</p><p>Chevron is known for its industry-leading balance sheet and a low cost of production that allows it to reach breakeven free cash flow even when oil is in the low $40s per barrel. Meanwhile, Occidental Petroleum is a much more aggressive spender and has a higher breakeven than Chevron. But its relatively high capital expenditures have paid off now that oil and gas prices are at eight-year highs. Meanwhile, Berkshire&#39;s other major positions are in diversified large companies like <b>Apple </b>and <b>Coca-Cola</b>, which is one of the most recession-resistant and reliable sources of passive income on the market.</p><h2>Treading carefully in a challenging market</h2><p>All told, Buffett&#39;s actions show that Berkshire is finding value in the market, more value than it has found in years. But that Berkshire isn&#39;t just buying the dip on any company. It is selectively buying companies that are contributors to inflation (upstream producers like Occidental) or have relatively reliable cash flows and inexpensive valuations (like Chevron and HP).</p><p>For investors who don&#39;t manage billions of dollars in assets, sticking with unstoppable stocks you&#39;ll want in your corner if the market crashes can be a great way to rest easy at night and endure the gauntlet of a bear market.</p></body></html>","source":"fool_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Worried About Inflation? Here's What Warren Buffett Says Berkshire Hathaway Is Doing</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\">\nWorried About Inflation? Here's What Warren Buffett Says Berkshire Hathaway Is Doing\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-05-01 09:45 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2022/04/30/worried-about-inflation-heres-what-warren-buffett/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Inflation is on the minds of investors, policymakers, and everyday Americans. We can feel it at the pump, at the grocery store, the post office, and even the barbershop. Since inflation is higher than...</p>\n\n<a href=\"https://www.fool.com/investing/2022/04/30/worried-about-inflation-heres-what-warren-buffett/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4554":"元宇宙及AR概念","BK4532":"文艺复兴科技持仓","MSFT":"微软","BK4567":"ESG概念","BK4534":"瑞士信贷持仓","BK4576":"AR","ATVI":"动视暴雪","BK4533":"AQR资本管理(全球第二大对冲基金)","BK4525":"远程办公概念","BK4566":"资本集团","BK4524":"宅经济概念","BK4535":"淡马锡持仓","BK4577":"网络游戏","BK4527":"明星科技股","BK4538":"云计算","BK4579":"人工智能","BK4550":"红杉资本持仓","BRK.A":"伯克希尔","BK4503":"景林资产持仓","BRK.B":"伯克希尔B","BK4097":"系统软件","BK4561":"索罗斯持仓","BK4581":"高盛持仓","BK4504":"桥水持仓","BK4085":"互动家庭娱乐","BK4516":"特朗普概念","BK4548":"巴美列捷福持仓","BK4176":"多领域控股","BK4528":"SaaS概念"},"source_url":"https://www.fool.com/investing/2022/04/30/worried-about-inflation-heres-what-warren-buffett/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2232272881","content_text":"Inflation is on the minds of investors, policymakers, and everyday Americans. We can feel it at the pump, at the grocery store, the post office, and even the barbershop. Since inflation is higher than the rate of economic growth, the real gross domestic product for the first quarter of 2022 decreased by 1.4% year over year. If we get another negative reading for the second quarter, the U.S. economy will officially be in a recession.Both Warren Buffett and Charlie Munger spoke about inflation at Berkshire Hathaway's (BRK.A) (BRK.B) annual shareholders meeting on Saturday. Here's what they said and how they're positioning Berkshire to ride out the storm.An unavoidable consequenceBuffett and Munger both spoke negatively about the state of the economy due to inflation and how it is largely a result of loose fiscal and monetary policy. This policy artificially inflated demand and effectively caused a supply/demand imbalance -- the cure for which was rising prices to try and lower demand. And now, the remedy seems to be raising interest rates to try and reduce demand. \"We are seeing an unleashing of the fact that we just mailed a lot of money one way or another,\" said Buffett.However, Buffett and Munger view inflation as a necessary consequence to get the U.S. out of what could have been a COVID-19 induced depression.\"We've had a lot of inflation, and it was almost impossible not to have it if you're going give out the kind of money we gave out. And it's probably a good thing we did it, in fact, I think at one point when the Federal Reserve was creating the money, if they hadn't done it our lives would be worse, a whole lot worse. Now that was an important decision,\" said Buffett.In another exchange, Munger said, \"It happened on a scale this time that we've never seen before. Those checks are just mailed out to everybody who claimed to have a business and claimed to have employees. They probably drowned the country in money for a while, and as you [Buffett] say, they probably had to do it.\"\"In my book, Jay Powell is a hero,\" Buffett responded. \"It's very simple, he did what he had to do.\"Find value wherever it's availableOne way of growing wealth during inflationary times is looking for opportunities that aren't otherwise available. The trick is having plenty of experience looking for those opportunities in other economic conditions, too. \"We depend on mispriced businesses through mechanisms where we aren't responsible for the mispricing of them,\" Buffett said.Buffett surprised investors when he disclosed a roughly 9.5% stake in Activision Blizzard. The stake is worth about $6.2 billion as of Friday's close. Buffett owned about $1 billion of Activision before Microsoft announced it would acquire it for $95 a share. Buffett then increased Berkshire's position as a classic arbitrage opportunity under the assumption that Microsoft is a reliable buyer and would come through on the deal. That arbitrage opportunity is sizable, considering Activision Blizzard's stock is currently $75.60 per share.Buffet's Activision Blizzard play is merely an old-school way of finding value in a challenging market. However, regular investors should probably steer clear of these kinds of investments, as the deal isn't based on fundamentals and could fall through. You don't want to end up owning a company you don't understand and didn't really want in the first place.So what can you do?Learn from Buffett's actionsIt's all good and well to say that inflation is unavoidable. But the real question many investors are probably wondering about is how to position their portfolios for prolonged inflation.First off, it's important to remember that economic cycles are simply par for the course in a long investing career. Whether inflation is the cause of a sell-off or not is secondary. The bigger takeaway is that a bear market can create life-changing wealth for investors in companies with bright futures, positive cash flows, and durable balance sheets.What Berkshire is showing through its actions is an increased buying appetite that we haven't seen in years, which indicates Berkshire is finding value -- mainly in the energy sector. In less than a year, oil and gas went from a minor allocation to a major one. Berkshire's Chevron holding has pole-vaulted to its third-largest position, while Occidental Petroleum has been a top 10 holding since Berkshire increased its stake in February and March. Berkshire also took a stake in HP this year, and its acquisition of insurer Alleghany shows its classic value stock bent.Chevron is known for its industry-leading balance sheet and a low cost of production that allows it to reach breakeven free cash flow even when oil is in the low $40s per barrel. Meanwhile, Occidental Petroleum is a much more aggressive spender and has a higher breakeven than Chevron. But its relatively high capital expenditures have paid off now that oil and gas prices are at eight-year highs. Meanwhile, Berkshire's other major positions are in diversified large companies like Apple and Coca-Cola, which is one of the most recession-resistant and reliable sources of passive income on the market.Treading carefully in a challenging marketAll told, Buffett's actions show that Berkshire is finding value in the market, more value than it has found in years. But that Berkshire isn't just buying the dip on any company. It is selectively buying companies that are contributors to inflation (upstream producers like Occidental) or have relatively reliable cash flows and inexpensive valuations (like Chevron and HP).For investors who don't manage billions of dollars in assets, sticking with unstoppable stocks you'll want in your corner if the market crashes can be a great way to rest easy at night and endure the gauntlet of a bear market.","news_type":1},"isVote":1,"tweetType":1,"viewCount":367,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9060263892,"gmtCreate":1651155224667,"gmtModify":1676534860153,"author":{"id":"3563577781679506","authorId":"3563577781679506","name":"Samuel.L","avatar":"https://static.tigerbbs.com/1186b61f5b04203ae75a2949bd647713","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3563577781679506","authorIdStr":"3563577781679506"},"themes":[],"htmlText":"Okok","listText":"Okok","text":"Okok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9060263892","repostId":"2230611412","repostType":4,"repost":{"id":"2230611412","pubTimestamp":1651149968,"share":"https://ttm.financial/m/news/2230611412?lang=&edition=fundamental","pubTime":"2022-04-28 20:46","market":"us","language":"en","title":"3 Stocks That Could Be Worth More Than Tesla by 2030","url":"https://stock-news.laohu8.com/highlight/detail?id=2230611412","media":"Motley Fool","summary":"These proven winners could surpass electric vehicle (EV) kingpin Tesla within eight years.","content":"<html><head></head><body><p>The stock market is more dynamic than you probably realize. History has consistently shown that, due to innovation and execution, today&#39;s largest publicly traded companies are unlikely to retain their pedestal position for a significant length of time.</p><p>As an example, just one of the 10 largest publicly traded companies in 1999 is still in the top 10 (<b>Microsoft</b>). Meanwhile, previous giants like <b>Intel</b>, <b>Nokia</b>, and <b>American International Group</b> have fallen far down the pecking order, in terms of market cap.</p><p>Chances are that electric vehicle (EV) kingpin <b>Tesla</b> will also be dethroned as one of the world&#39;s largest publicly traded companies.</p><p class=\"t-img-caption\"><img src=\"https://g.foolcdn.com/image/?url=https%3A%2F%2Fg.foolcdn.com%2Feditorial%2Fimages%2F675971%2Fsearching-for-stocks-with-magnifying-glass-getty.jpg&amp;w=700&amp;op=resize\" tg-width=\"700\" tg-height=\"462\" width=\"100%\" height=\"auto\"/><span>Image source: Getty Images.</span></p><h2>Tesla is the fifth-largest publicly traded stock... for now</h2><p>As of the closing bell last week, a single share of Tesla would set an investor back more than $1,000, which equates to a hearty market cap of $1.04 trillion. That makes Tesla the fifth-largest publicly traded company in the U.S., and only the sixth to ever reach the $1 trillion valuation plateau.</p><p>There are certainly valid reasons why Tesla&#39;s shares have skyrocketed over the past decade. For instance, it&#39;s the first automaker in over five decades that built itself from the ground up and reached mass production. In the first quarter, Tesla produced more than 305,000 EVs and delivered just north of 310,000 EVs. That puts it on track to easily surpass 1 million EVs produced and delivered in 2022.</p><p>To add to this point, Tesla&#39;s first-quarter operating results featured its largest quarterly profit in history. Despite supply chain challenges, Tesla generated $3.32 billion in net income in Q1 2022, which was a 658% improvement from the prior-year period.</p><p>But there are also plenty of reasons to believe Tesla&#39;s market cap, which is equal to most auto stocks on a <i>combined basis</i>, is due for a reversion. Although the company has been riding competitive advantages with regard to production, power, range, and battery capacity, competition is beginning to catch up. For instance, a handful of EVs offer better range than Tesla&#39;s flagship sedans (the Model 3 and Model S).</p><p>Another point of concern is CEO Elon Musk. While there&#39;s no question he&#39;s a visionary, he&#39;s also an unwanted distraction at times. Musk has a habit of overpromising and under-delivering when it comes to the launch of new technology or new EVs, and his side projects arguably get in the way of overseeing Tesla&#39;s operations.</p><p class=\"t-img-caption\"><img src=\"https://g.foolcdn.com/image/?url=https%3A%2F%2Fg.foolcdn.com%2Feditorial%2Fimages%2F675971%2F17171920167_b5afce5167_k.jpg&amp;w=700&amp;op=resize\" tg-width=\"700\" tg-height=\"466\" width=\"100%\" height=\"auto\"/><span>Berkshire Hathaway CEO, Warren Buffett. Image source: The Motley Fool.</span></p><h2>These stocks could surpass Tesla over the next eight years</h2><p>In other words, there&#39;s a very real chance Tesla&#39;s valuation could deflate by 2030 and other publicly traded stocks could surpass it. What follows are three stocks that could be worth more than Tesla by the turn of the decade.</p><h2>The logical choice: Berkshire Hathaway</h2><p>The no-brainer choice to surpass Tesla in market cap by (or well before) 2030 is Warren Buffett&#39;s conglomerate, <b>Berkshire Hathaway</b>. Berkshire would need to gain about $300 billion in market cap to catch Tesla, as of this past weekend.</p><p>Historically, Buffett&#39;s company has been virtually unstoppable. Even though Berkshire Hathaway doesn&#39;t increase in value every year, Buffett has overseen an average annual return of better than 20% since taking the helm as CEO in 1965. Put another way, shareholders have doubled their money holding Berkshire Hathaway stock, on average, every 3.6 years for close to six decades.</p><p>One of the key reasons Berkshire Hathaway is such a success -- aside from being led by Warren Buffett -- is due to its investment portfolio being packed with cyclical companies. Cyclical businesses perform well when the U.S. and global economy are expanding and struggle when recessions arise. The thing is, recessions typically last for a few months or a couple of quarters, whereas economic expansions are often measured in years. Buffett and his investing team are playing a simple numbers game where patience is the not-so-secret ingredient to wealth-building.</p><p>Berkshire Hathaway is also raking in passive income. This year alone, Buffett&#39;s company is on pace to collect well north of $5 billion in dividend income. Over $4 billion in payouts will come from just a half-dozen holdings. This dividend income allows Berkshire to thrive in virtually any economic environment.</p><p class=\"t-img-caption\"><img src=\"https://g.foolcdn.com/image/?url=https%3A%2F%2Fg.foolcdn.com%2Feditorial%2Fimages%2F675971%2Fcredit-card-credit-score-debt-consumption-getty.jpg&amp;w=700&amp;op=resize\" tg-width=\"700\" tg-height=\"531\" width=\"100%\" height=\"auto\"/><span>Image source: Getty Images.</span></p><h2>If everything went just right: <a href=\"https://laohu8.com/S/V\">Visa</a></h2><p>A second well-known stock that has all the tools necessary to surpass Tesla&#39;s market cap, but would need things to continue to go its way, is payment processor <b>Visa</b>. To leapfrog Tesla, Visa must make up a nearly $590 billion valuation gap.</p><p>Arguably the biggest challenge is going to be the emergence of blockchain technology, as well as the rise of digital payment platforms. Blockchain offers a way to circumvent banks and financial institutions to process payments quickly and cheaply. Visa is a payment processor on traditional merchant networks and will need payments to continue to flow through those channels if it&#39;s to have any chance of surpassing Tesla&#39;s market cap.</p><p>Similar to Berkshire Hathaway, Visa benefits from the cyclical nature of financial stocks. Since economic expansions last disproportionately longer than contractions and recessions, Visa spends most of its time benefiting from an increase in consumer and enterprise spending. In the U.S., the largest market for consumption in the world, Visa holds a 54% share of credit card network purchase volume, as of 2020.</p><p>Additionally, Visa acts purely as a payment processor and not a lender. Although lending would generate net interest income and fee revenue, it would also expose Visa to loan delinquencies during recessions. Since there&#39;s no loan exposure, there&#39;s no need for the company to set aside capital to cover possible losses during recessions. This is a big reason why Visa&#39;s profit margin is consistently above 50%.</p><p>With the majority of global transactions still being conducted in cash, Visa&#39;s growth runway remains robust.</p><p class=\"t-img-caption\"><img src=\"https://g.foolcdn.com/image/?url=https%3A%2F%2Fg.foolcdn.com%2Feditorial%2Fimages%2F675971%2Fsemiconductor-chip-equipment-5g-electronics-fab-wafer-manufacturing-getty.jpg&amp;w=700&amp;op=resize\" tg-width=\"700\" tg-height=\"393\" width=\"100%\" height=\"auto\"/><span>Image source: Getty Images.</span></p><h2>The long shot: Broadcom</h2><p>Lastly, the long shot of the group to surpass Tesla&#39;s market cap by 2030 is semiconductor solutions company <b>Broadcom</b>. With a market cap of $240 billion, Broadcom would need to more than quadruple just to catch Tesla at its current valuation.</p><p>The reason I&#39;ve classified Broadcom as a &#34;long shot&#34; is the cyclical nature of the semiconductor industry. Even though periods of expansion handily outlast contractions and recessions, Wall Street has typically kept a low ceiling on price-to-earnings multiples for large chipmakers.</p><p>On the other hand, there are multiple avenues for Broadcom to generate high-single-digit to low-double-digit annual sales growth throughout the decade. Currently, it generates the bulk of its revenue from wireless chips and assorted solutions used in next-generation smartphones. Telecom companies upgrading wireless infrastructure to 5G should lead to a multiyear device replacement cycle that keeps demand and pricing power high for Broadcom&#39;s smartphone solutions.</p><p>However, it&#39;s the company&#39;s ancillary opportunities that could hold the key to surpassing Tesla. For example, Broadcom supplies connectivity and access chips used in data centers. With businesses shifting their data and that of their clients into the cloud at an accelerated pace in the wake of the pandemic, data center demand shouldn&#39;t slow anytime soon. Broadcom supplies chips used in next-gen vehicles, too.</p><p>A final factor working in Broadcom&#39;s favor is its historically high backlog of $14.9 billion. This is a company that&#39;s booking production well into 2023, according to CEO Hock Tan. If Broadcom can maintain a large backlog of orders, its operating cash flow and valuation can steadily increase.</p></body></html>","source":"fool_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>3 Stocks That Could Be Worth More Than Tesla by 2030</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n3 Stocks That Could Be Worth More Than Tesla by 2030\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-04-28 20:46 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2022/04/28/3-stocks-could-be-worth-more-than-tesla-by-2030/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>The stock market is more dynamic than you probably realize. History has consistently shown that, due to innovation and execution, today's largest publicly traded companies are unlikely to retain their...</p>\n\n<a href=\"https://www.fool.com/investing/2022/04/28/3-stocks-could-be-worth-more-than-tesla-by-2030/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4534":"瑞士信贷持仓","BK4581":"高盛持仓","AVGO":"博通","BK4550":"红杉资本持仓","BK4555":"新能源车","BRK.A":"伯克希尔","BRK.B":"伯克希尔B","BK4574":"无人驾驶","TSLA":"特斯拉","BK4548":"巴美列捷福持仓","BK4551":"寇图资本持仓","V":"Visa"},"source_url":"https://www.fool.com/investing/2022/04/28/3-stocks-could-be-worth-more-than-tesla-by-2030/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2230611412","content_text":"The stock market is more dynamic than you probably realize. History has consistently shown that, due to innovation and execution, today's largest publicly traded companies are unlikely to retain their pedestal position for a significant length of time.As an example, just one of the 10 largest publicly traded companies in 1999 is still in the top 10 (Microsoft). Meanwhile, previous giants like Intel, Nokia, and American International Group have fallen far down the pecking order, in terms of market cap.Chances are that electric vehicle (EV) kingpin Tesla will also be dethroned as one of the world's largest publicly traded companies.Image source: Getty Images.Tesla is the fifth-largest publicly traded stock... for nowAs of the closing bell last week, a single share of Tesla would set an investor back more than $1,000, which equates to a hearty market cap of $1.04 trillion. That makes Tesla the fifth-largest publicly traded company in the U.S., and only the sixth to ever reach the $1 trillion valuation plateau.There are certainly valid reasons why Tesla's shares have skyrocketed over the past decade. For instance, it's the first automaker in over five decades that built itself from the ground up and reached mass production. In the first quarter, Tesla produced more than 305,000 EVs and delivered just north of 310,000 EVs. That puts it on track to easily surpass 1 million EVs produced and delivered in 2022.To add to this point, Tesla's first-quarter operating results featured its largest quarterly profit in history. Despite supply chain challenges, Tesla generated $3.32 billion in net income in Q1 2022, which was a 658% improvement from the prior-year period.But there are also plenty of reasons to believe Tesla's market cap, which is equal to most auto stocks on a combined basis, is due for a reversion. Although the company has been riding competitive advantages with regard to production, power, range, and battery capacity, competition is beginning to catch up. For instance, a handful of EVs offer better range than Tesla's flagship sedans (the Model 3 and Model S).Another point of concern is CEO Elon Musk. While there's no question he's a visionary, he's also an unwanted distraction at times. Musk has a habit of overpromising and under-delivering when it comes to the launch of new technology or new EVs, and his side projects arguably get in the way of overseeing Tesla's operations.Berkshire Hathaway CEO, Warren Buffett. Image source: The Motley Fool.These stocks could surpass Tesla over the next eight yearsIn other words, there's a very real chance Tesla's valuation could deflate by 2030 and other publicly traded stocks could surpass it. What follows are three stocks that could be worth more than Tesla by the turn of the decade.The logical choice: Berkshire HathawayThe no-brainer choice to surpass Tesla in market cap by (or well before) 2030 is Warren Buffett's conglomerate, Berkshire Hathaway. Berkshire would need to gain about $300 billion in market cap to catch Tesla, as of this past weekend.Historically, Buffett's company has been virtually unstoppable. Even though Berkshire Hathaway doesn't increase in value every year, Buffett has overseen an average annual return of better than 20% since taking the helm as CEO in 1965. Put another way, shareholders have doubled their money holding Berkshire Hathaway stock, on average, every 3.6 years for close to six decades.One of the key reasons Berkshire Hathaway is such a success -- aside from being led by Warren Buffett -- is due to its investment portfolio being packed with cyclical companies. Cyclical businesses perform well when the U.S. and global economy are expanding and struggle when recessions arise. The thing is, recessions typically last for a few months or a couple of quarters, whereas economic expansions are often measured in years. Buffett and his investing team are playing a simple numbers game where patience is the not-so-secret ingredient to wealth-building.Berkshire Hathaway is also raking in passive income. This year alone, Buffett's company is on pace to collect well north of $5 billion in dividend income. Over $4 billion in payouts will come from just a half-dozen holdings. This dividend income allows Berkshire to thrive in virtually any economic environment.Image source: Getty Images.If everything went just right: VisaA second well-known stock that has all the tools necessary to surpass Tesla's market cap, but would need things to continue to go its way, is payment processor Visa. To leapfrog Tesla, Visa must make up a nearly $590 billion valuation gap.Arguably the biggest challenge is going to be the emergence of blockchain technology, as well as the rise of digital payment platforms. Blockchain offers a way to circumvent banks and financial institutions to process payments quickly and cheaply. Visa is a payment processor on traditional merchant networks and will need payments to continue to flow through those channels if it's to have any chance of surpassing Tesla's market cap.Similar to Berkshire Hathaway, Visa benefits from the cyclical nature of financial stocks. Since economic expansions last disproportionately longer than contractions and recessions, Visa spends most of its time benefiting from an increase in consumer and enterprise spending. In the U.S., the largest market for consumption in the world, Visa holds a 54% share of credit card network purchase volume, as of 2020.Additionally, Visa acts purely as a payment processor and not a lender. Although lending would generate net interest income and fee revenue, it would also expose Visa to loan delinquencies during recessions. Since there's no loan exposure, there's no need for the company to set aside capital to cover possible losses during recessions. This is a big reason why Visa's profit margin is consistently above 50%.With the majority of global transactions still being conducted in cash, Visa's growth runway remains robust.Image source: Getty Images.The long shot: BroadcomLastly, the long shot of the group to surpass Tesla's market cap by 2030 is semiconductor solutions company Broadcom. With a market cap of $240 billion, Broadcom would need to more than quadruple just to catch Tesla at its current valuation.The reason I've classified Broadcom as a \"long shot\" is the cyclical nature of the semiconductor industry. Even though periods of expansion handily outlast contractions and recessions, Wall Street has typically kept a low ceiling on price-to-earnings multiples for large chipmakers.On the other hand, there are multiple avenues for Broadcom to generate high-single-digit to low-double-digit annual sales growth throughout the decade. Currently, it generates the bulk of its revenue from wireless chips and assorted solutions used in next-generation smartphones. Telecom companies upgrading wireless infrastructure to 5G should lead to a multiyear device replacement cycle that keeps demand and pricing power high for Broadcom's smartphone solutions.However, it's the company's ancillary opportunities that could hold the key to surpassing Tesla. For example, Broadcom supplies connectivity and access chips used in data centers. With businesses shifting their data and that of their clients into the cloud at an accelerated pace in the wake of the pandemic, data center demand shouldn't slow anytime soon. Broadcom supplies chips used in next-gen vehicles, too.A final factor working in Broadcom's favor is its historically high backlog of $14.9 billion. This is a company that's booking production well into 2023, according to CEO Hock Tan. If Broadcom can maintain a large backlog of orders, its operating cash flow and valuation can steadily increase.","news_type":1},"isVote":1,"tweetType":1,"viewCount":481,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9087953870,"gmtCreate":1650943326227,"gmtModify":1676534820881,"author":{"id":"3563577781679506","authorId":"3563577781679506","name":"Samuel.L","avatar":"https://static.tigerbbs.com/1186b61f5b04203ae75a2949bd647713","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3563577781679506","authorIdStr":"3563577781679506"},"themes":[],"htmlText":"Let's go T","listText":"Let's go T","text":"Let's go T","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9087953870","repostId":"1136769709","repostType":4,"repost":{"id":"1136769709","pubTimestamp":1650937907,"share":"https://ttm.financial/m/news/1136769709?lang=&edition=fundamental","pubTime":"2022-04-26 09:51","market":"us","language":"en","title":"It Looks like Nothing Will Stop Elon Musk from Owning Twitter","url":"https://stock-news.laohu8.com/highlight/detail?id=1136769709","media":"MarketWatch","summary":"Elon Musk’s $44 billion deal to buy Twitter Inc. and take it private may have many users up in arms, but that won’t stop the deal, and Musk’s most prominent adversary is powerless to stop it.After Twi","content":"<html><head></head><body><p>Elon Musk’s $44 billion deal to buy Twitter Inc. and take it private may have many users up in arms, but that won’t stop the deal, and Musk’s most prominent adversary is powerless to stop it.</p><p>After Twitter’s TWTR, +5.66% board unanimously approved the bid Monday, there are really only two hurdles remaining: A shareholder vote and regulatory approvals. While the company’s Saudi investors have already said they would vote against the takeover, it appears unlikely that enough investors will join them to block the deal, which provides a 38% premium to where Twitter was trading before Musk started buying shares.</p><p>Which leaves only regulatory bodies. Musk is still fighting with the Securities and Exchange Commission over market-moving statements he made in 2018 over Twitter, and has regularly tweeted vitriolic statements at the regulator. However, the SEC “will not and cannot interfere with the merger,” according to Stephen Diamond, associate professor at Santa Clara University School of Law.</p><p>“Their only role would be to police the disclosure sent to shareholders by the board and Musk for accuracy and completeness,” Diamond told MarketWatch. “The federal securities laws are disclosure rules, for the most part, not about providing reassurance about substance.”</p><p>Other regulatory bodies could conceivably jump in amid an antitrust crackdown on Big Tech, but that would be more likely if it was not Musk making the offer. Joshua White, assistant professor of finance at Vanderbilt University, who was also a financial economist for the SEC in the past, said he does not see any antitrust concerns because Musk’s other companies — Tesla Inc. TSLA, -0.70%, SpaceX and the Boring Co. — do not compete with Twitter.</p><p>Analysts believe Twitter received no other offers for the slow-growing social-media company because the regulatory environment in Washington would likely not allow any sort of deal from rivals such as Facebook parent company Meta Platforms Inc. FB, +1.56% or Google parent Alphabet Inc. GOOG, +3.04% GOOGL, +2.87%. White also noted that Twitter’s financial situation is not appealing to most typical private-equity investors, who take companies private and use their cash flow to pay down debt.</p><p>“Twitter’s cash flow doesn’t fit the profile of a private-equity buyer,” White said.</p><p>While it isn’t private equity making the bid, the deal is structured similarly. Last week, Musk said that he had lined up $25 billion in debt financing from Morgan Stanley MS, +0.37%, Bank of America BAC, -0.72%, Barclays BCS, +0.13% and others, with Musk’s Tesla shares providing collateral for $12.5 billion of those funds. The remaining $21 billion in equity, according to the Wall Street Journal, will come from Musk himself, likely through the sale of some of his Tesla shares or his other company investments.</p><p>Assuming that financing holds up, the deal should go through, as long as Twitter shareholders vote to approve it. It is Tesla investors, however, who could be the real losers in this deal.</p><p>“If Tesla’s stock declines, then the loan to value will decline,” White said, adding that Musk would potentially have to liquidate more Tesla shares, adding more pressure to the EV maker’s stock.</p><p>In addition, Musk will have the added distraction of his role in revamping Twitter, which could detract from the attention he gives Tesla. Musk has stated many of his plans for Twitter on the platform itself, from making tweets available to edit and allowing for “free speech.” Musk also has outlined some cost-cutting measures for what he recently called the “de facto town square.”</p><p>Barring an unseen change, this deal will go through, and Twitter will become a private company. What will happen then is the biggest question, but Musk also said in a recent TED Talk interview that he didn’t “care about the economics at all,” implying that he would not focus on Twitter’s profitability or revenue growth.</p><p>If Musk is going to put economics aside, it’s a good thing for Twitter that he is taking it private, where the company can avoid Wall Street’s scrutiny of its slow-growing user base and revenue. It will also be good for Musk, as a privately held Twitter would avoid constant dealings with his favorite regulators.</p><p><a href=\"https://ttm.financial/NW/2230049124\" target=\"_blank\">Elon Musk and Twitter: What We Know, What We Don’t About $44 Billion Deal</a></p></body></html>","source":"lsy1603348471595","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>It Looks like Nothing Will Stop Elon Musk from Owning Twitter</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\">\nIt Looks like Nothing Will Stop Elon Musk from Owning Twitter\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-04-26 09:51 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.marketwatch.com/story/it-looks-like-nothing-will-stop-elon-musk-from-owning-twitter-11650930937?mod=home-page><strong>MarketWatch</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Elon Musk’s $44 billion deal to buy Twitter Inc. and take it private may have many users up in arms, but that won’t stop the deal, and Musk’s most prominent adversary is powerless to stop it.After ...</p>\n\n<a href=\"https://www.marketwatch.com/story/it-looks-like-nothing-will-stop-elon-musk-from-owning-twitter-11650930937?mod=home-page\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TSLA":"特斯拉","TWTR":"Twitter"},"source_url":"https://www.marketwatch.com/story/it-looks-like-nothing-will-stop-elon-musk-from-owning-twitter-11650930937?mod=home-page","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1136769709","content_text":"Elon Musk’s $44 billion deal to buy Twitter Inc. and take it private may have many users up in arms, but that won’t stop the deal, and Musk’s most prominent adversary is powerless to stop it.After Twitter’s TWTR, +5.66% board unanimously approved the bid Monday, there are really only two hurdles remaining: A shareholder vote and regulatory approvals. While the company’s Saudi investors have already said they would vote against the takeover, it appears unlikely that enough investors will join them to block the deal, which provides a 38% premium to where Twitter was trading before Musk started buying shares.Which leaves only regulatory bodies. Musk is still fighting with the Securities and Exchange Commission over market-moving statements he made in 2018 over Twitter, and has regularly tweeted vitriolic statements at the regulator. However, the SEC “will not and cannot interfere with the merger,” according to Stephen Diamond, associate professor at Santa Clara University School of Law.“Their only role would be to police the disclosure sent to shareholders by the board and Musk for accuracy and completeness,” Diamond told MarketWatch. “The federal securities laws are disclosure rules, for the most part, not about providing reassurance about substance.”Other regulatory bodies could conceivably jump in amid an antitrust crackdown on Big Tech, but that would be more likely if it was not Musk making the offer. Joshua White, assistant professor of finance at Vanderbilt University, who was also a financial economist for the SEC in the past, said he does not see any antitrust concerns because Musk’s other companies — Tesla Inc. TSLA, -0.70%, SpaceX and the Boring Co. — do not compete with Twitter.Analysts believe Twitter received no other offers for the slow-growing social-media company because the regulatory environment in Washington would likely not allow any sort of deal from rivals such as Facebook parent company Meta Platforms Inc. FB, +1.56% or Google parent Alphabet Inc. GOOG, +3.04% GOOGL, +2.87%. White also noted that Twitter’s financial situation is not appealing to most typical private-equity investors, who take companies private and use their cash flow to pay down debt.“Twitter’s cash flow doesn’t fit the profile of a private-equity buyer,” White said.While it isn’t private equity making the bid, the deal is structured similarly. Last week, Musk said that he had lined up $25 billion in debt financing from Morgan Stanley MS, +0.37%, Bank of America BAC, -0.72%, Barclays BCS, +0.13% and others, with Musk’s Tesla shares providing collateral for $12.5 billion of those funds. The remaining $21 billion in equity, according to the Wall Street Journal, will come from Musk himself, likely through the sale of some of his Tesla shares or his other company investments.Assuming that financing holds up, the deal should go through, as long as Twitter shareholders vote to approve it. It is Tesla investors, however, who could be the real losers in this deal.“If Tesla’s stock declines, then the loan to value will decline,” White said, adding that Musk would potentially have to liquidate more Tesla shares, adding more pressure to the EV maker’s stock.In addition, Musk will have the added distraction of his role in revamping Twitter, which could detract from the attention he gives Tesla. Musk has stated many of his plans for Twitter on the platform itself, from making tweets available to edit and allowing for “free speech.” Musk also has outlined some cost-cutting measures for what he recently called the “de facto town square.”Barring an unseen change, this deal will go through, and Twitter will become a private company. What will happen then is the biggest question, but Musk also said in a recent TED Talk interview that he didn’t “care about the economics at all,” implying that he would not focus on Twitter’s profitability or revenue growth.If Musk is going to put economics aside, it’s a good thing for Twitter that he is taking it private, where the company can avoid Wall Street’s scrutiny of its slow-growing user base and revenue. It will also be good for Musk, as a privately held Twitter would avoid constant dealings with his favorite regulators.Elon Musk and Twitter: What We Know, What We Don’t About $44 Billion Deal","news_type":1},"isVote":1,"tweetType":1,"viewCount":438,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9084916738,"gmtCreate":1650791472936,"gmtModify":1676534793938,"author":{"id":"3563577781679506","authorId":"3563577781679506","name":"Samuel.L","avatar":"https://static.tigerbbs.com/1186b61f5b04203ae75a2949bd647713","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3563577781679506","authorIdStr":"3563577781679506"},"themes":[],"htmlText":"Okok","listText":"Okok","text":"Okok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9084916738","repostId":"1149720000","repostType":4,"repost":{"id":"1149720000","pubTimestamp":1650772296,"share":"https://ttm.financial/m/news/1149720000?lang=&edition=fundamental","pubTime":"2022-04-24 11:51","market":"us","language":"en","title":"Tesla's Elon Musk Turns on Bill Gates Over Tesla Short","url":"https://stock-news.laohu8.com/highlight/detail?id=1149720000","media":"JOE","summary":"Nice to see billionaires keeping their priorities straight, as usualA series of leaked texts reveal ","content":"<html><head></head><body><p>Nice to see billionaires keeping their priorities straight, as usual</p><p>A series of leaked texts reveal how Elon Musk turned down working with Bill Gates over Tesla stocks. Just billionaire things.</p><p>As highlighted by the Whole Mars Catalog - a semi-parodical and comedic account seemingly dedicated to Mars colonisation and trolling - a number of texts exchanged between Musk and Gates appear to reveal how the former snubbed the fellow billionaire.</p><p>The most frustrating part is that the Microsoft founder apparently reached out to the Tesla CEO regarding &#34;philanthropy possibilities&#34;, but the latter turned it down due to Gates&#39; short position on his company.</p><p>The one time we&#39;d actually want them working together...</p><p><img src=\"https://static.tigerbbs.com/a41175d0325be62840ad4fdef0d866aa\" tg-width=\"624\" tg-height=\"774\" width=\"100%\" height=\"auto\"/></p><p>As you can see, the pair are discussing the stock price of both Space X and Tesla when Musk asks, &#34;Do you still have a half a billion short position against Tesla?&#34;, at which point Gates confirms he hasn&#39;t yet &#34;closed it out&#34;.</p><p>Put in the simplest terms, a short-term position or &#39;shorting&#39; is when a trader sells a security (i.e. a stock or bond) first with the intention of repurchasing it or covering it later at a lower price - essentially betting against a company and banking on its value dropping to the investor&#39;s benefit.</p><p>Verified by Musk himself, it would seem the messages are indeed authentic and although he says he did not leak them - suggesting &#34;friends of friends&#34; got hold of them at the <i>New York Times</i> - he does suggest that he believed Gates was trying to short him by &#34;half a billion&#34;.</p><p><img src=\"https://static.tigerbbs.com/e5f267cc46498c23c7032369151b179a\" tg-width=\"830\" tg-height=\"645\" width=\"100%\" height=\"auto\"/></p><p>Although it is unclear when the texts were originally sent, what this does highlight is how two of the world&#39;s richest men - who actually made money during the pandemic - apparently spurned the opportunity to do valuable philanthropic work over what looks like an increasingly petty business feud.</p><p>In fact, circling back to the <i>New York Times</i>, the outlet recently published a piece detailing how the world is &#34;at the whim&#34; of billionaires like Musk, Gates, Jeff Bezosand so on.</p><p>Homi Kharas, a senior fellow at Brookings think-tank, argues that  “for the first time in history, a small group of private individuals could, if they so choose, materially impact global development at a scale that has previously been the near-exclusive domain of governments” — the rub being that they habitually fall short of this mark.</p><p>Following the minor feud was dug back up, Musk responded in his usual fashion: by tweeting a meme mocking Gates before joking that the post was being reviewed by the &#34;shadow ban council&#34;.</p><p><img src=\"https://static.tigerbbs.com/393cefe5b94373e3213be0dbfa18e187\" tg-width=\"748\" tg-height=\"730\" width=\"100%\" height=\"auto\"/><img src=\"https://static.tigerbbs.com/aead9bbc40256c5dd3ee2e2e3323499c\" tg-width=\"747\" tg-height=\"772\" width=\"100%\" height=\"auto\"/></p><p>Safe to say that despite once joking the pair were close but weren&#39;t &#34;lovers&#34;, the relationship between the two tech giants has soured over time. The pair have previously been at loggerheads over issues such as covid, electric vehicles and Musk&#39;s plans to colonise Mars.</p><p>Neither Tesla nor the Bill and Melinda Gates Foundation is yet to respond to the leaked messages.</p></body></html>","source":"lsy1650771950902","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Tesla's Elon Musk Turns on Bill Gates Over Tesla Short</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nTesla's Elon Musk Turns on Bill Gates Over Tesla Short\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-04-24 11:51 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.joe.co.uk/life/elon-musks-leaked-texts-show-him-turn-down-work-with-bill-gates-over-tesla-drama-331426><strong>JOE</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Nice to see billionaires keeping their priorities straight, as usualA series of leaked texts reveal how Elon Musk turned down working with Bill Gates over Tesla stocks. Just billionaire things.As ...</p>\n\n<a href=\"https://www.joe.co.uk/life/elon-musks-leaked-texts-show-him-turn-down-work-with-bill-gates-over-tesla-drama-331426\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"MSFT":"微软","TSLA":"特斯拉"},"source_url":"https://www.joe.co.uk/life/elon-musks-leaked-texts-show-him-turn-down-work-with-bill-gates-over-tesla-drama-331426","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1149720000","content_text":"Nice to see billionaires keeping their priorities straight, as usualA series of leaked texts reveal how Elon Musk turned down working with Bill Gates over Tesla stocks. Just billionaire things.As highlighted by the Whole Mars Catalog - a semi-parodical and comedic account seemingly dedicated to Mars colonisation and trolling - a number of texts exchanged between Musk and Gates appear to reveal how the former snubbed the fellow billionaire.The most frustrating part is that the Microsoft founder apparently reached out to the Tesla CEO regarding \"philanthropy possibilities\", but the latter turned it down due to Gates' short position on his company.The one time we'd actually want them working together...As you can see, the pair are discussing the stock price of both Space X and Tesla when Musk asks, \"Do you still have a half a billion short position against Tesla?\", at which point Gates confirms he hasn't yet \"closed it out\".Put in the simplest terms, a short-term position or 'shorting' is when a trader sells a security (i.e. a stock or bond) first with the intention of repurchasing it or covering it later at a lower price - essentially betting against a company and banking on its value dropping to the investor's benefit.Verified by Musk himself, it would seem the messages are indeed authentic and although he says he did not leak them - suggesting \"friends of friends\" got hold of them at the New York Times - he does suggest that he believed Gates was trying to short him by \"half a billion\".Although it is unclear when the texts were originally sent, what this does highlight is how two of the world's richest men - who actually made money during the pandemic - apparently spurned the opportunity to do valuable philanthropic work over what looks like an increasingly petty business feud.In fact, circling back to the New York Times, the outlet recently published a piece detailing how the world is \"at the whim\" of billionaires like Musk, Gates, Jeff Bezosand so on.Homi Kharas, a senior fellow at Brookings think-tank, argues that  “for the first time in history, a small group of private individuals could, if they so choose, materially impact global development at a scale that has previously been the near-exclusive domain of governments” — the rub being that they habitually fall short of this mark.Following the minor feud was dug back up, Musk responded in his usual fashion: by tweeting a meme mocking Gates before joking that the post was being reviewed by the \"shadow ban council\".Safe to say that despite once joking the pair were close but weren't \"lovers\", the relationship between the two tech giants has soured over time. The pair have previously been at loggerheads over issues such as covid, electric vehicles and Musk's plans to colonise Mars.Neither Tesla nor the Bill and Melinda Gates Foundation is yet to respond to the leaked messages.","news_type":1},"isVote":1,"tweetType":1,"viewCount":420,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9082453526,"gmtCreate":1650594106682,"gmtModify":1676534760495,"author":{"id":"3563577781679506","authorId":"3563577781679506","name":"Samuel.L","avatar":"https://static.tigerbbs.com/1186b61f5b04203ae75a2949bd647713","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3563577781679506","authorIdStr":"3563577781679506"},"themes":[],"htmlText":"Okok","listText":"Okok","text":"Okok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9082453526","repostId":"2229180732","repostType":4,"repost":{"id":"2229180732","pubTimestamp":1650592240,"share":"https://ttm.financial/m/news/2229180732?lang=&edition=fundamental","pubTime":"2022-04-22 09:50","market":"us","language":"en","title":"Tesla Stock: Bull vs. Bear","url":"https://stock-news.laohu8.com/highlight/detail?id=2229180732","media":"Motley Fool","summary":"This EV tech titan continues its torrid growth.","content":"<html><head></head><body><p><b>Tesla</b> has captured the spotlight once again with another showstopper of a quarter. Fans may flock to the company&#39;s top and bottom-line growth, the continued success of the Model Y crossover SUV, or its timely rollout of new factories in Germany and Texas. But critics may cringe at Tesla&#39;s lofty valuation and CEO Elon Musk&#39;s erratic behavior on social media and on other public platforms.</p><p>Tesla has been, and continues to be, a battleground stock with a riveting bull and bear case. Here&#39;s why the electric car stock may or may not be worth considering now.</p><p class=\"t-img-caption\"><img src=\"https://g.foolcdn.com/image/?url=https%3A%2F%2Fg.foolcdn.com%2Feditorial%2Fimages%2F675630%2F1-tesla-roadster.jpeg&amp;w=700&amp;op=resize\" tg-width=\"700\" tg-height=\"440\" referrerpolicy=\"no-referrer\"/><span>The 2022 Tesla Roadster. Image Source: Tesla.</span></p><h2>A sign of things to come</h2><p><b>Howard Smith (Tesla):</b> Tesla shares soared after it just reported results for its 2022 first quarter. While the stock move brings the electric vehicle (EV) leader&#39;s already lofty valuation even higher, there are reasons to think it is justified. That valuation is what has kept many investors from buying Tesla stock. At its recent market cap of about $1.1 trillion, the stock has a price-to-earnings (P/E) ratio of 200 based on 2021 earnings. But the most recent quarterly results show why that could still make sense.</p><p>Tesla earned $5.5 billion in all of 2021, and it already has booked net income of $3.3 billion in the first quarter of 2022. The company grew revenue 81% in the first quarter compared to the prior-year period. But it&#39;s really the bottom line profitability that should catch investors&#39; attention.</p><p>Tesla reported an operating margin of 19.2%, which shows just how much it stands out compared to traditional automakers. For perspective, while it hasn&#39;t announced first-quarter results yet, <b>General Motors</b> reported an adjusted operating margin of just 11.3% for 2021.</p><p>That level of profitability comes in an environment of inflation driving rising raw material costs. Additionally, Tesla has had to overcome the suspension of production at its Shanghai plant due to restrictions implemented to fight the spread of a COVID-19 wave.</p><p>Even with that headwind, CEO Elon Musk said the company could still achieve 60% growth in its year-over-year vehicle deliveries. With its new plants near Berlin, Germany and Austin, Texas just beginning production, there looks to be plenty of growth still ahead for Tesla.</p><p>The company has shown it can operate efficiently even as other manufacturers struggle with supply chain constraints and rising costs. The results from the first quarter may just be a sign of things to come for Tesla. Investors with a place in their portfolio for higher risk growth stocks could do well to include Tesla there.</p><h2>Tesla keeps demonstrating it is worth a premium price</h2><p><b>Daniel Foelber (Tesla): </b>As Howard mentioned, one of the primary reservations that investors have when deciding whether to buy Tesla stock or not is its valuation. And if we know anything about history, hesitating to buy an excellent company on valuation alone is usually a bad idea. Great companies have a habit of growing into their valuation. That hasn&#39;t happened yet with Tesla. But there are signs that Tesla could one day be affordable.</p><p>One of the common complaints you&#39;ll hear about Tesla is that it can never sell enough cars to be worth $1 trillion, let alone grow to a $2 trillion market cap. But the difference between Tesla and legacy automakers is that it&#39;s simply a much better business. As Howard said, Tesla continues to sport a high operating margin relative to the industry. Tesla just began delivering vehicles produced from its new factories in Germany and Texas. With those two capital-intensive mega projects now in the past, the full effect of Tesla&#39;s profitability is coming into frame.</p><p>Tesla&#39;s Q1 2022 operating margin of 19.2% resembles a low overhead tech company more so than an automaker. Tesla&#39;s profitability is due in part to doing a lot of things in-house and controlling its sales and distribution, which helps it keep costs down and rely less on external suppliers. And even as the company cited supply chain disruptions and higher raw material costs as challenges for the quarter, Tesla&#39;s high average selling price and ability to reduce costs largely offset these headwinds.</p><p>Tesla is growing fast and is more profitable than ever, with Q1 2022 revenue up 87% year-over-year (YOY) to $16.86 billion and adjusted diluted non-GAAP earnings per share (EPS) up 246% YOY to $3.22. The run rate for those figures would give Tesla 2022 sales of $67.44 billion and $12.88 in adjusted diluted EPS -- giving it a forward price to sales ratio of 15.9 and a forward price to earnings ratio of 79.2 -- not cheap by any stretch of the imagination.</p><p>Tesla is undeniably the best company in the auto industry and could very well accelerate its growth and continue to look like it deserves to be worth a lot more than critiques say it should be. But in terms of being the best stock, I would simply argue that there are better ways to invest in the growth of EVs than solely buying Tesla. If this market has taught us anything, it&#39;s that valuation does matter. The risk/reward for Tesla just doesn&#39;t seem to be worth it quite yet, especially given some of the amazing growth stocks that are on sale right now.</p><h2>A compelling success story in a struggling industry</h2><p>Tesla has always had impressive technology. But over the past few years, it has evolved to become a very well-run and profitable business that continues to earn more revenue, profit, and free cash flow. The biggest advantage that Tesla has over the competition is that nearly 100% of its cash flow gets poured into its core business, while other legacy automakers still have a lot of costs associated with internal combustion engine divisions. Put another way, Tesla can sustain its momentum and outpace the growth of its competition. For that reason, Tesla may be worth considering now for risk-tolerant investors that can stomach volatility. But for everyone else, it&#39;s OK to wait too.</p></body></html>","source":"fool_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Tesla Stock: Bull vs. Bear</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nTesla Stock: Bull vs. Bear\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-04-22 09:50 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2022/04/21/tesla-stock-bull-vs-bear/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Tesla has captured the spotlight once again with another showstopper of a quarter. Fans may flock to the company's top and bottom-line growth, the continued success of the Model Y crossover SUV, or ...</p>\n\n<a href=\"https://www.fool.com/investing/2022/04/21/tesla-stock-bull-vs-bear/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4574":"无人驾驶","BK4534":"瑞士信贷持仓","BK4527":"明星科技股","BK4550":"红杉资本持仓","BK4555":"新能源车","BK4533":"AQR资本管理(全球第二大对冲基金)","BK4511":"特斯拉概念","BK4099":"汽车制造商","BK4548":"巴美列捷福持仓","BK4551":"寇图资本持仓","TSLA":"特斯拉","BK4581":"高盛持仓"},"source_url":"https://www.fool.com/investing/2022/04/21/tesla-stock-bull-vs-bear/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2229180732","content_text":"Tesla has captured the spotlight once again with another showstopper of a quarter. Fans may flock to the company's top and bottom-line growth, the continued success of the Model Y crossover SUV, or its timely rollout of new factories in Germany and Texas. But critics may cringe at Tesla's lofty valuation and CEO Elon Musk's erratic behavior on social media and on other public platforms.Tesla has been, and continues to be, a battleground stock with a riveting bull and bear case. Here's why the electric car stock may or may not be worth considering now.The 2022 Tesla Roadster. Image Source: Tesla.A sign of things to comeHoward Smith (Tesla): Tesla shares soared after it just reported results for its 2022 first quarter. While the stock move brings the electric vehicle (EV) leader's already lofty valuation even higher, there are reasons to think it is justified. That valuation is what has kept many investors from buying Tesla stock. At its recent market cap of about $1.1 trillion, the stock has a price-to-earnings (P/E) ratio of 200 based on 2021 earnings. But the most recent quarterly results show why that could still make sense.Tesla earned $5.5 billion in all of 2021, and it already has booked net income of $3.3 billion in the first quarter of 2022. The company grew revenue 81% in the first quarter compared to the prior-year period. But it's really the bottom line profitability that should catch investors' attention.Tesla reported an operating margin of 19.2%, which shows just how much it stands out compared to traditional automakers. For perspective, while it hasn't announced first-quarter results yet, General Motors reported an adjusted operating margin of just 11.3% for 2021.That level of profitability comes in an environment of inflation driving rising raw material costs. Additionally, Tesla has had to overcome the suspension of production at its Shanghai plant due to restrictions implemented to fight the spread of a COVID-19 wave.Even with that headwind, CEO Elon Musk said the company could still achieve 60% growth in its year-over-year vehicle deliveries. With its new plants near Berlin, Germany and Austin, Texas just beginning production, there looks to be plenty of growth still ahead for Tesla.The company has shown it can operate efficiently even as other manufacturers struggle with supply chain constraints and rising costs. The results from the first quarter may just be a sign of things to come for Tesla. Investors with a place in their portfolio for higher risk growth stocks could do well to include Tesla there.Tesla keeps demonstrating it is worth a premium priceDaniel Foelber (Tesla): As Howard mentioned, one of the primary reservations that investors have when deciding whether to buy Tesla stock or not is its valuation. And if we know anything about history, hesitating to buy an excellent company on valuation alone is usually a bad idea. Great companies have a habit of growing into their valuation. That hasn't happened yet with Tesla. But there are signs that Tesla could one day be affordable.One of the common complaints you'll hear about Tesla is that it can never sell enough cars to be worth $1 trillion, let alone grow to a $2 trillion market cap. But the difference between Tesla and legacy automakers is that it's simply a much better business. As Howard said, Tesla continues to sport a high operating margin relative to the industry. Tesla just began delivering vehicles produced from its new factories in Germany and Texas. With those two capital-intensive mega projects now in the past, the full effect of Tesla's profitability is coming into frame.Tesla's Q1 2022 operating margin of 19.2% resembles a low overhead tech company more so than an automaker. Tesla's profitability is due in part to doing a lot of things in-house and controlling its sales and distribution, which helps it keep costs down and rely less on external suppliers. And even as the company cited supply chain disruptions and higher raw material costs as challenges for the quarter, Tesla's high average selling price and ability to reduce costs largely offset these headwinds.Tesla is growing fast and is more profitable than ever, with Q1 2022 revenue up 87% year-over-year (YOY) to $16.86 billion and adjusted diluted non-GAAP earnings per share (EPS) up 246% YOY to $3.22. The run rate for those figures would give Tesla 2022 sales of $67.44 billion and $12.88 in adjusted diluted EPS -- giving it a forward price to sales ratio of 15.9 and a forward price to earnings ratio of 79.2 -- not cheap by any stretch of the imagination.Tesla is undeniably the best company in the auto industry and could very well accelerate its growth and continue to look like it deserves to be worth a lot more than critiques say it should be. But in terms of being the best stock, I would simply argue that there are better ways to invest in the growth of EVs than solely buying Tesla. If this market has taught us anything, it's that valuation does matter. The risk/reward for Tesla just doesn't seem to be worth it quite yet, especially given some of the amazing growth stocks that are on sale right now.A compelling success story in a struggling industryTesla has always had impressive technology. But over the past few years, it has evolved to become a very well-run and profitable business that continues to earn more revenue, profit, and free cash flow. The biggest advantage that Tesla has over the competition is that nearly 100% of its cash flow gets poured into its core business, while other legacy automakers still have a lot of costs associated with internal combustion engine divisions. Put another way, Tesla can sustain its momentum and outpace the growth of its competition. For that reason, Tesla may be worth considering now for risk-tolerant investors that can stomach volatility. But for everyone else, it's OK to wait too.","news_type":1},"isVote":1,"tweetType":1,"viewCount":444,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9086249248,"gmtCreate":1650464585587,"gmtModify":1676534729940,"author":{"id":"3563577781679506","authorId":"3563577781679506","name":"Samuel.L","avatar":"https://static.tigerbbs.com/1186b61f5b04203ae75a2949bd647713","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3563577781679506","authorIdStr":"3563577781679506"},"themes":[],"htmlText":"Okokk","listText":"Okokk","text":"Okokk","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9086249248","repostId":"1162948353","repostType":4,"repost":{"id":"1162948353","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":1650461895,"share":"https://ttm.financial/m/news/1162948353?lang=&edition=fundamental","pubTime":"2022-04-20 21:38","market":"us","language":"en","title":"Netflix Tumbled Over 30% in Morning Trading For Losing Subscribers","url":"https://stock-news.laohu8.com/highlight/detail?id=1162948353","media":"Tiger Newspress","summary":"Netflix tumbled over 30% in morning trading for losing subscribers.It reported downbeat revenue for ","content":"<html><head></head><body><p>Netflix tumbled over 30% in morning trading for losing subscribers.<img src=\"https://static.tigerbbs.com/0e5aa02d83d01e5569c64c9f15fc2a16\" tg-width=\"764\" tg-height=\"567\" width=\"100%\" height=\"auto\"/>It reported downbeat revenue for its first quarter. Global streaming paid partnership increased 6.7% year-over-year to 221.64 million, while global streaming paid net additions were down 200 thousand. </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>Netflix Tumbled Over 30% in Morning Trading For Losing Subscribers</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nNetflix Tumbled Over 30% in Morning Trading For Losing Subscribers\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\">2022-04-20 21:38</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Netflix tumbled over 30% in morning trading for losing subscribers.<img src=\"https://static.tigerbbs.com/0e5aa02d83d01e5569c64c9f15fc2a16\" tg-width=\"764\" tg-height=\"567\" width=\"100%\" height=\"auto\"/>It reported downbeat revenue for its first quarter. Global streaming paid partnership increased 6.7% year-over-year to 221.64 million, while global streaming paid net additions were down 200 thousand. </p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NFLX":"奈飞"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1162948353","content_text":"Netflix tumbled over 30% in morning trading for losing subscribers.It reported downbeat revenue for its first quarter. Global streaming paid partnership increased 6.7% year-over-year to 221.64 million, while global streaming paid net additions were down 200 thousand.","news_type":1},"isVote":1,"tweetType":1,"viewCount":509,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9081346272,"gmtCreate":1650204223749,"gmtModify":1676534668253,"author":{"id":"3563577781679506","authorId":"3563577781679506","name":"Samuel.L","avatar":"https://static.tigerbbs.com/1186b61f5b04203ae75a2949bd647713","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3563577781679506","authorIdStr":"3563577781679506"},"themes":[],"htmlText":"Okok","listText":"Okok","text":"Okok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9081346272","repostId":"2227986491","repostType":4,"repost":{"id":"2227986491","pubTimestamp":1650153489,"share":"https://ttm.financial/m/news/2227986491?lang=&edition=fundamental","pubTime":"2022-04-17 07:58","market":"us","language":"en","title":"Is Tesla a Safe Stock to Buy Now?","url":"https://stock-news.laohu8.com/highlight/detail?id=2227986491","media":"Motley Fool","summary":"Tesla as a company has good prospects, but owning the stock comes with some risks.","content":"<html><head></head><body><p><b>Tesla</b> ( TSLA -3.65% ) is a company not easily ignored. Customers seem to love the company&#39;s well-designed electric vehicles (EVs) while the bulls seem quite pleased with the 33% stock price rise in the last 12 months. On the other end, the bears are very skeptical of the sustainability of its outsized stock price run. After all, Tesla stock delivered more than a 15-fold return in the last five years.</p><p>But for potential investors thinking about buying the stock now, it is crucial to consider whether it is safe to invest in Tesla today. While that is not going to be an easy exercise, investors should at least consider these two questions about the company and its stock.</p><p><img src=\"https://static.tigerbbs.com/42bdaade247c7cea04b918d57eb73d34\" tg-width=\"700\" tg-height=\"466\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>Image source: Getty Images.</p><h2><b>1. Is Tesla a durable business?</b></h2><p>Tesla has reported some solid financials lately. After delivering its first profitable year in 2020, Tesla exceeded that performance in 2021. It delivered a record 936,222 EVs to customers, grew revenue and net profit by 73% and 665%, respectively, and expanded free cash flow by 80% to $5 billion.</p><p>But note that the last paragraph started out by using the word &#34;lately.&#34; It&#39;s useful to also be aware that Tesla had never delivered a profitable year until 2020. It has been on the brink of bankruptcy a few times, most recently from 2017 to 2019. But as the worldwide transition from combustion engines into electric engines gained steam, Tesla was favorably positioned to capture the pent-up demand. And it did, as is evident by its solid numbers.</p><p>While the 2021 result was remarkable, it is still an outlier more than a norm. The biggest issue is that two profitable years provide little assurance that Tesla can sustain that in the coming years. As the car industry is highly cyclical, an economic downturn (such as a recession) will cause consumers to tighten their belts. When that happens, average folks tend to delay their purchase of high-value items like a car, which could reduce industry volume. We still do not know how Tesla will perform in such an environment.</p><p>On top of that, the EV race has intensified in recent years. While Tesla is still the dominant player -- with a 21% global market share in 2021, according to Autocar -- incumbents like <b>General Motors</b> and <b>Ford Motor Company</b> have big plans to ramp up their production. Tesla also faces competition from Chinese car companies like <b>BYD</b> and <b>Nio</b>. The former, backed by Warren Buffett, sold 593,745 EVs in 2021. BYD also announced that it would stop producing combustion engine vehicles to focus on EVs and plug-in hybrids.</p><p>In short, Tesla must execute flawlessly in the coming years to maintain its market share and stay profitable. While we do not know whether the company can sustain its strong execution, there is <a href=\"https://laohu8.com/S/AONE.U\">one</a> thing we do know for sure: Gone are the days when Tesla had the whole EV market to itself.</p><h2><b>2. Does Tesla stock offer a margin of safety?</b></h2><p>Ask any investor how to make money in the stock market, and the usual reply will be to buy a stock when the price is low and sell when the price is high. However, this argument is incomplete since an investor should also consider the intrinsic value of the stock. The key is to buy when the stock price is lower than the intrinsic value (and sell when it is above).</p><p>But estimating intrinsic value is not a simple task. Not only are there many methods to calculate the intrinsic value of a company, but every investor will use different variables to compute. It is fair to say that every investor will arrive at a different intrinsic value for the same company.</p><p>Enter: margin of safety. The idea is that when investors buy a stock at a price materially lower than its intrinsic value, they have room for errors in their estimation of its value. Even if they make mistakes, they generally lose little money since they buy the stock cheaply.</p><p>So is Tesla&#39;s stock cheap enough today to offer a margin of safety to investors? Let us consider a few simple metrics. As of writing, Tesla has a price-to-sales (P/S), price-to-book (P/B), and price-to-earnings (P/E) ratio of 21, 35, and 209. Comparatively, General Motors&#39; P/S, P/B, and P/E ratios are 0.5, 1, and 5.9, respectively.</p><p>Tesla bulls will immediately cry foul, claiming that Tesla is fundamentally a different company from GM. While I agree with them that Tesla is not an average company, my argument is this: Is it worth 30 to 40 times more than GM? Or put it differently, is one Tesla equivalent to 30 to 40 GMs? To me, the answer is probably not.</p><h2><b>Back to the original question: Is Tesla stock safe to buy?</b></h2><p>There is no doubt that Tesla is a company with promising prospects. It is a leader in the EV industry and has significant investments in potentially major industries like autonomous vehicles, renewable energy, and others.</p><p>Still, I don&#39;t think it&#39;s safe to buy Tesla stock now with your hard-earned money. One reason is the company just turned profitable in 2020. It would need a few more profitable years before investors can safely assume the turnaround is permanent. Besides, its valuation is not cheap, which offers a very little margin of safety for investors.</p><p>So unless investors are looking for some adrenaline rush, they will be better off staying from the stock. And even if they are looking for such excitement, they can consider buying a Tesla car instead.</p></body></html>","source":"fool_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Is Tesla a Safe Stock to Buy Now?</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nIs Tesla a Safe Stock to Buy Now?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-04-17 07:58 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2022/04/16/is-tesla-a-safe-stock-to-buy-now/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Tesla ( TSLA -3.65% ) is a company not easily ignored. Customers seem to love the company's well-designed electric vehicles (EVs) while the bulls seem quite pleased with the 33% stock price rise in ...</p>\n\n<a href=\"https://www.fool.com/investing/2022/04/16/is-tesla-a-safe-stock-to-buy-now/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4534":"瑞士信贷持仓","BK4527":"明星科技股","BK4581":"高盛持仓","BK4551":"寇图资本持仓","BK4533":"AQR资本管理(全球第二大对冲基金)","BK4555":"新能源车","BK4550":"红杉资本持仓","TSLA":"特斯拉","BK4099":"汽车制造商","BK4511":"特斯拉概念","BK4574":"无人驾驶","BK4548":"巴美列捷福持仓"},"source_url":"https://www.fool.com/investing/2022/04/16/is-tesla-a-safe-stock-to-buy-now/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2227986491","content_text":"Tesla ( TSLA -3.65% ) is a company not easily ignored. Customers seem to love the company's well-designed electric vehicles (EVs) while the bulls seem quite pleased with the 33% stock price rise in the last 12 months. On the other end, the bears are very skeptical of the sustainability of its outsized stock price run. After all, Tesla stock delivered more than a 15-fold return in the last five years.But for potential investors thinking about buying the stock now, it is crucial to consider whether it is safe to invest in Tesla today. While that is not going to be an easy exercise, investors should at least consider these two questions about the company and its stock.Image source: Getty Images.1. Is Tesla a durable business?Tesla has reported some solid financials lately. After delivering its first profitable year in 2020, Tesla exceeded that performance in 2021. It delivered a record 936,222 EVs to customers, grew revenue and net profit by 73% and 665%, respectively, and expanded free cash flow by 80% to $5 billion.But note that the last paragraph started out by using the word \"lately.\" It's useful to also be aware that Tesla had never delivered a profitable year until 2020. It has been on the brink of bankruptcy a few times, most recently from 2017 to 2019. But as the worldwide transition from combustion engines into electric engines gained steam, Tesla was favorably positioned to capture the pent-up demand. And it did, as is evident by its solid numbers.While the 2021 result was remarkable, it is still an outlier more than a norm. The biggest issue is that two profitable years provide little assurance that Tesla can sustain that in the coming years. As the car industry is highly cyclical, an economic downturn (such as a recession) will cause consumers to tighten their belts. When that happens, average folks tend to delay their purchase of high-value items like a car, which could reduce industry volume. We still do not know how Tesla will perform in such an environment.On top of that, the EV race has intensified in recent years. While Tesla is still the dominant player -- with a 21% global market share in 2021, according to Autocar -- incumbents like General Motors and Ford Motor Company have big plans to ramp up their production. Tesla also faces competition from Chinese car companies like BYD and Nio. The former, backed by Warren Buffett, sold 593,745 EVs in 2021. BYD also announced that it would stop producing combustion engine vehicles to focus on EVs and plug-in hybrids.In short, Tesla must execute flawlessly in the coming years to maintain its market share and stay profitable. While we do not know whether the company can sustain its strong execution, there is one thing we do know for sure: Gone are the days when Tesla had the whole EV market to itself.2. Does Tesla stock offer a margin of safety?Ask any investor how to make money in the stock market, and the usual reply will be to buy a stock when the price is low and sell when the price is high. However, this argument is incomplete since an investor should also consider the intrinsic value of the stock. The key is to buy when the stock price is lower than the intrinsic value (and sell when it is above).But estimating intrinsic value is not a simple task. Not only are there many methods to calculate the intrinsic value of a company, but every investor will use different variables to compute. It is fair to say that every investor will arrive at a different intrinsic value for the same company.Enter: margin of safety. The idea is that when investors buy a stock at a price materially lower than its intrinsic value, they have room for errors in their estimation of its value. Even if they make mistakes, they generally lose little money since they buy the stock cheaply.So is Tesla's stock cheap enough today to offer a margin of safety to investors? Let us consider a few simple metrics. As of writing, Tesla has a price-to-sales (P/S), price-to-book (P/B), and price-to-earnings (P/E) ratio of 21, 35, and 209. Comparatively, General Motors' P/S, P/B, and P/E ratios are 0.5, 1, and 5.9, respectively.Tesla bulls will immediately cry foul, claiming that Tesla is fundamentally a different company from GM. While I agree with them that Tesla is not an average company, my argument is this: Is it worth 30 to 40 times more than GM? Or put it differently, is one Tesla equivalent to 30 to 40 GMs? To me, the answer is probably not.Back to the original question: Is Tesla stock safe to buy?There is no doubt that Tesla is a company with promising prospects. It is a leader in the EV industry and has significant investments in potentially major industries like autonomous vehicles, renewable energy, and others.Still, I don't think it's safe to buy Tesla stock now with your hard-earned money. One reason is the company just turned profitable in 2020. It would need a few more profitable years before investors can safely assume the turnaround is permanent. Besides, its valuation is not cheap, which offers a very little margin of safety for investors.So unless investors are looking for some adrenaline rush, they will be better off staying from the stock. And even if they are looking for such excitement, they can consider buying a Tesla car instead.","news_type":1},"isVote":1,"tweetType":1,"viewCount":527,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9089916823,"gmtCreate":1649943744947,"gmtModify":1676534612298,"author":{"id":"3563577781679506","authorId":"3563577781679506","name":"Samuel.L","avatar":"https://static.tigerbbs.com/1186b61f5b04203ae75a2949bd647713","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3563577781679506","authorIdStr":"3563577781679506"},"themes":[],"htmlText":"Let's go","listText":"Let's go","text":"Let's go","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9089916823","repostId":"1189220790","repostType":4,"repost":{"id":"1189220790","pubTimestamp":1649950525,"share":"https://ttm.financial/m/news/1189220790?lang=&edition=fundamental","pubTime":"2022-04-14 23:35","market":"us","language":"en","title":"Why Tesla Shares Are Falling As Musk Launches Bid for Twitter Takeover","url":"https://stock-news.laohu8.com/highlight/detail?id=1189220790","media":"Barron's","summary":"Tesla CEO Elon Musk offered to buy social media platform Twitter on Thursday. Tesla shares were falling as investors might be worried about distraction for Musk as Tesla ramps up production at the new","content":"<html><head></head><body><p>Tesla CEO Elon Musk offered to buy social media platform Twitter on Thursday. Tesla shares were falling as investors might be worried about distraction for Musk as Tesla ramps up production at the new plant. Investors might also be worried about something else.</p><p><a href=\"https://laohu8.com/S/TSLA\">Tesla </a> stock fell 3% in morning trading Thursday.</p><p>Twitter investors seem to be happy. Twitter stock has risen about 30% since Musk disclosed his stake in the social media platform. Tesla investors aren’t too happy. Tesla stock is down about 7% while the S&amp;P 500 and Nasdaq Composite are off about 2.2% and 4.3%, respectively.</p><p>Tesla stock is typically more volatile than the market. That’s one reason shares are down more. But Tesla investors might also be a little concerned about what Twitter means for Musk.</p><p>There is the possibility of distraction. Twitter might steal focus away from Musk during a time when EV sales are ramping up across the globe. Tesla is expected to see rapidly rising sales — and competition — in coming years.</p><p>The distraction might also be making investors consider who can run Tesla other than Musk. Roth Capital analyst Craig Irwin told Barron’s that Tesla is Musk and Musk is Tesla. He doesn’t believe there is another executive at the company that can drive Tesla forward like Musk can.</p><p>The other reason Tesla stock might be down is Musk might have to pay for Twitter with Tesla stock. Don’t forget Tesla stock dropped a quick 16% the two days following a Twitter poll Musk ran asking if he should sell 10% of his Tesla stake in order to pay taxes on unrealized capital gains.</p><p>The Twitter-verse said “yes” and Musk sold more than 15 million shares worth more than $16 billion. Tesla stock still hasn’t reached its pre-poll high of more than $1,200 a share. Tesla stock’s 52-week high, at $1,243.49, was set just a few days before the poll ran. Tesla stock is at about $1,009 in premarket trading.</p><p>Selling large blocks of stock can result in outsized price moves in any shares. It isn’t easy to place a lot of stock. At the offer price of $54.20, and accounting for what Musk already owns, buying Twitter would take roughly 39 million shares of Tesla. That’s a lot of stock.</p><p>Of course, perhaps Musk could buy Twitter without selling shares. He could borrow against his Twitter stake, with the loan secured with his Tesla position. That isn’t an unconventional idea. It would avoid outright selling of Tesla shares.</p><p>Tesla stock might also be down, because the idea that richest man in the world buying one of the largest social media platforms on the planet is hard for investors to fathom.</p></body></html>","source":"lsy1610680873436","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Why Tesla Shares Are Falling As Musk Launches Bid for Twitter Takeover</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 Tesla Shares Are Falling As Musk Launches Bid for Twitter Takeover\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-04-14 23:35 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.barrons.com/articles/tesla-tsla-stock-elon-musk-offers-to-buy-twitter-51649936184?mod=hp_LEAD_1_B_4><strong>Barron's</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Tesla CEO Elon Musk offered to buy social media platform Twitter on Thursday. Tesla shares were falling as investors might be worried about distraction for Musk as Tesla ramps up production at the new...</p>\n\n<a href=\"https://www.barrons.com/articles/tesla-tsla-stock-elon-musk-offers-to-buy-twitter-51649936184?mod=hp_LEAD_1_B_4\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TWTR":"Twitter","TSLA":"特斯拉"},"source_url":"https://www.barrons.com/articles/tesla-tsla-stock-elon-musk-offers-to-buy-twitter-51649936184?mod=hp_LEAD_1_B_4","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1189220790","content_text":"Tesla CEO Elon Musk offered to buy social media platform Twitter on Thursday. Tesla shares were falling as investors might be worried about distraction for Musk as Tesla ramps up production at the new plant. Investors might also be worried about something else.Tesla  stock fell 3% in morning trading Thursday.Twitter investors seem to be happy. Twitter stock has risen about 30% since Musk disclosed his stake in the social media platform. Tesla investors aren’t too happy. Tesla stock is down about 7% while the S&P 500 and Nasdaq Composite are off about 2.2% and 4.3%, respectively.Tesla stock is typically more volatile than the market. That’s one reason shares are down more. But Tesla investors might also be a little concerned about what Twitter means for Musk.There is the possibility of distraction. Twitter might steal focus away from Musk during a time when EV sales are ramping up across the globe. Tesla is expected to see rapidly rising sales — and competition — in coming years.The distraction might also be making investors consider who can run Tesla other than Musk. Roth Capital analyst Craig Irwin told Barron’s that Tesla is Musk and Musk is Tesla. He doesn’t believe there is another executive at the company that can drive Tesla forward like Musk can.The other reason Tesla stock might be down is Musk might have to pay for Twitter with Tesla stock. Don’t forget Tesla stock dropped a quick 16% the two days following a Twitter poll Musk ran asking if he should sell 10% of his Tesla stake in order to pay taxes on unrealized capital gains.The Twitter-verse said “yes” and Musk sold more than 15 million shares worth more than $16 billion. Tesla stock still hasn’t reached its pre-poll high of more than $1,200 a share. Tesla stock’s 52-week high, at $1,243.49, was set just a few days before the poll ran. Tesla stock is at about $1,009 in premarket trading.Selling large blocks of stock can result in outsized price moves in any shares. It isn’t easy to place a lot of stock. At the offer price of $54.20, and accounting for what Musk already owns, buying Twitter would take roughly 39 million shares of Tesla. That’s a lot of stock.Of course, perhaps Musk could buy Twitter without selling shares. He could borrow against his Twitter stake, with the loan secured with his Tesla position. That isn’t an unconventional idea. It would avoid outright selling of Tesla shares.Tesla stock might also be down, because the idea that richest man in the world buying one of the largest social media platforms on the planet is hard for investors to fathom.","news_type":1},"isVote":1,"tweetType":1,"viewCount":254,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9012049366,"gmtCreate":1649257084830,"gmtModify":1676534479446,"author":{"id":"3563577781679506","authorId":"3563577781679506","name":"Samuel.L","avatar":"https://static.tigerbbs.com/1186b61f5b04203ae75a2949bd647713","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3563577781679506","authorIdStr":"3563577781679506"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9012049366","repostId":"1113755810","repostType":4,"repost":{"id":"1113755810","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":1649251853,"share":"https://ttm.financial/m/news/1113755810?lang=&edition=fundamental","pubTime":"2022-04-06 21:30","market":"us","language":"en","title":"Stocks Fall for a Second Day as Rates Jump, with the Fed Set to Tighten Policy Aggressively","url":"https://stock-news.laohu8.com/highlight/detail?id=1113755810","media":"Tiger Newspress","summary":"Stocks dipped for a second day on Wednesday and rates soared to new heights as investors bet the Fed","content":"<html><head></head><body><p>Stocks dipped for a second day on Wednesday and rates soared to new heights as investors bet the Federal Reserve is about to aggressively tighten policy to fight inflation, and in turn slow the economy.</p><p>The Dow Jones Industrial Average traded 251 points lower, or 0.7%. The S&amp;P 500 slid 0.8%, and the Nasdaq Composite pulled back by 1.3%.</p><p>Minutes from the Fed’s most-recent meeting are slated for release Wednesday afternoon. The minutes come from last month’s meeting when the central bank raised rates and indicated six more hikes were coming this year. Investors are bracing for new details about the Fed’s plan to reduce its balance sheet after comments from Fed officials knocked down stocks on Tuesday.</p><p>The 10-year Treasury yield jumped above 2.65% on Wednesday, hitting a three-year high and continuing its rapid climb this week. The rate ended Monday at 2.40%.</p><p>Fed Governor Lael Brainard in a speech on Tuesday indicated support for higher interest rates and said a “rapid” reduction of the central bank’s balance sheet could begin as soon as May. Following her remarks, the Dow pulled back by about 280 points and the Nasdaq Composite slid 2.3%.</p><p>“It is of paramount importance to get inflation down,” Brainard said during a Minneapolis Fed webinar. Brainard has been nominated to be vice chair of the Federal Open Market Committee.</p><p>San Francisco Fed President Mary Daly also shared concerns about inflation. “I understand that inflation is as harmful as not having a job,” Daly said.</p><p>Tech shares fell again on Wednesday following Tuesday’s losses, as investors rotated out of the group and braced for higher rates to slow the economy. Chipmakers Nvidia and Marvell Technology continued their descent on Wednesday.</p><p>Tesla, Microsoft, and Amazon shares were also slated to fall more than 2% on Wednesday and Twitter shed 3% premarket after rallying this week amid news that Elon Musk purchased a large stake in the company. As the Federal Reserve hikes rates investors have begun rotating into stocks with stable profits and shying away from those offering future growth.</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>Stocks Fall for a Second Day as Rates Jump, with the Fed Set to Tighten Policy Aggressively</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\">\nStocks Fall for a Second Day as Rates Jump, with the Fed Set to Tighten Policy Aggressively\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\">2022-04-06 21:30</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Stocks dipped for a second day on Wednesday and rates soared to new heights as investors bet the Federal Reserve is about to aggressively tighten policy to fight inflation, and in turn slow the economy.</p><p>The Dow Jones Industrial Average traded 251 points lower, or 0.7%. The S&amp;P 500 slid 0.8%, and the Nasdaq Composite pulled back by 1.3%.</p><p>Minutes from the Fed’s most-recent meeting are slated for release Wednesday afternoon. The minutes come from last month’s meeting when the central bank raised rates and indicated six more hikes were coming this year. Investors are bracing for new details about the Fed’s plan to reduce its balance sheet after comments from Fed officials knocked down stocks on Tuesday.</p><p>The 10-year Treasury yield jumped above 2.65% on Wednesday, hitting a three-year high and continuing its rapid climb this week. The rate ended Monday at 2.40%.</p><p>Fed Governor Lael Brainard in a speech on Tuesday indicated support for higher interest rates and said a “rapid” reduction of the central bank’s balance sheet could begin as soon as May. Following her remarks, the Dow pulled back by about 280 points and the Nasdaq Composite slid 2.3%.</p><p>“It is of paramount importance to get inflation down,” Brainard said during a Minneapolis Fed webinar. Brainard has been nominated to be vice chair of the Federal Open Market Committee.</p><p>San Francisco Fed President Mary Daly also shared concerns about inflation. “I understand that inflation is as harmful as not having a job,” Daly said.</p><p>Tech shares fell again on Wednesday following Tuesday’s losses, as investors rotated out of the group and braced for higher rates to slow the economy. Chipmakers Nvidia and Marvell Technology continued their descent on Wednesday.</p><p>Tesla, Microsoft, and Amazon shares were also slated to fall more than 2% on Wednesday and Twitter shed 3% premarket after rallying this week amid news that Elon Musk purchased a large stake in the company. As the Federal Reserve hikes rates investors have begun rotating into stocks with stable profits and shying away from those offering future growth.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".SPX":"S&P 500 Index",".IXIC":"NASDAQ Composite",".DJI":"道琼斯"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1113755810","content_text":"Stocks dipped for a second day on Wednesday and rates soared to new heights as investors bet the Federal Reserve is about to aggressively tighten policy to fight inflation, and in turn slow the economy.The Dow Jones Industrial Average traded 251 points lower, or 0.7%. The S&P 500 slid 0.8%, and the Nasdaq Composite pulled back by 1.3%.Minutes from the Fed’s most-recent meeting are slated for release Wednesday afternoon. The minutes come from last month’s meeting when the central bank raised rates and indicated six more hikes were coming this year. Investors are bracing for new details about the Fed’s plan to reduce its balance sheet after comments from Fed officials knocked down stocks on Tuesday.The 10-year Treasury yield jumped above 2.65% on Wednesday, hitting a three-year high and continuing its rapid climb this week. The rate ended Monday at 2.40%.Fed Governor Lael Brainard in a speech on Tuesday indicated support for higher interest rates and said a “rapid” reduction of the central bank’s balance sheet could begin as soon as May. Following her remarks, the Dow pulled back by about 280 points and the Nasdaq Composite slid 2.3%.“It is of paramount importance to get inflation down,” Brainard said during a Minneapolis Fed webinar. Brainard has been nominated to be vice chair of the Federal Open Market Committee.San Francisco Fed President Mary Daly also shared concerns about inflation. “I understand that inflation is as harmful as not having a job,” Daly said.Tech shares fell again on Wednesday following Tuesday’s losses, as investors rotated out of the group and braced for higher rates to slow the economy. Chipmakers Nvidia and Marvell Technology continued their descent on Wednesday.Tesla, Microsoft, and Amazon shares were also slated to fall more than 2% on Wednesday and Twitter shed 3% premarket after rallying this week amid news that Elon Musk purchased a large stake in the company. As the Federal Reserve hikes rates investors have begun rotating into stocks with stable profits and shying away from those offering future growth.","news_type":1},"isVote":1,"tweetType":1,"viewCount":206,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9018602370,"gmtCreate":1649030236688,"gmtModify":1676534437652,"author":{"id":"3563577781679506","authorId":"3563577781679506","name":"Samuel.L","avatar":"https://static.tigerbbs.com/1186b61f5b04203ae75a2949bd647713","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3563577781679506","authorIdStr":"3563577781679506"},"themes":[],"htmlText":"Let's go T","listText":"Let's go T","text":"Let's go T","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9018602370","repostId":"1164394533","repostType":4,"repost":{"id":"1164394533","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":1648917046,"share":"https://ttm.financial/m/news/1164394533?lang=&edition=fundamental","pubTime":"2022-04-03 00:30","market":"us","language":"en","title":"Tesla Delivers 310,048 Electric Vehicles in the First Quarter","url":"https://stock-news.laohu8.com/highlight/detail?id=1164394533","media":"Tiger Newspress","summary":"$Tesla$ just reported first-quarter vehicle production and delivery numbers for 2022.Here’s how they did.Electric vehicle deliveries : 310,048Electric vehicle production : 305,407Over the same period last year, Tesla delivered 184,800 electric vehicles and produced 180,338 cars.Tesla said it sold a total of 295,324 Model 3 sedans and Model Y sport utility vehicles, while it delivered 14,724 Model S luxury sedans and Model X premium SUVs.The company recently opened a new factory in Brandenburg, G","content":"<html><head></head><body><p><a href=\"https://laohu8.com/S/TSLA\">Tesla</a> just reported first-quarter vehicle production and delivery numbers for 2022.</p><p>Here’s how they did.</p><p><b>Electric vehicle deliveries (total): 310,048</b></p><p><b>Electric vehicle production (total): 305,407</b></p><p>Over the same period last year, Tesla delivered 184,800 electric vehicles and produced 180,338 cars.</p><p>Tesla said it sold a total of 295,324 Model 3 sedans and Model Y sport utility vehicles, while it delivered 14,724 Model S luxury sedans and Model X premium SUVs.</p><p>The company recently opened a new factory in Brandenburg, Germany, and had a ribbon-cutting ceremony on March 22. Tesla also plans to host a grand opening and “cyber rodeo” event on April 7, at another new vehicle assembly plant it’s building in Austin, Texas.</p><p>Tesla moved its headquarters to Austin officially as of Dec. 1, but still operates its first electric car factory in Fremont, California.</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Tesla Delivers 310,048 Electric Vehicles in the First Quarter</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nTesla Delivers 310,048 Electric Vehicles in the First Quarter\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\">2022-04-03 00:30</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p><a href=\"https://laohu8.com/S/TSLA\">Tesla</a> just reported first-quarter vehicle production and delivery numbers for 2022.</p><p>Here’s how they did.</p><p><b>Electric vehicle deliveries (total): 310,048</b></p><p><b>Electric vehicle production (total): 305,407</b></p><p>Over the same period last year, Tesla delivered 184,800 electric vehicles and produced 180,338 cars.</p><p>Tesla said it sold a total of 295,324 Model 3 sedans and Model Y sport utility vehicles, while it delivered 14,724 Model S luxury sedans and Model X premium SUVs.</p><p>The company recently opened a new factory in Brandenburg, Germany, and had a ribbon-cutting ceremony on March 22. Tesla also plans to host a grand opening and “cyber rodeo” event on April 7, at another new vehicle assembly plant it’s building in Austin, Texas.</p><p>Tesla moved its headquarters to Austin officially as of Dec. 1, but still operates its first electric car factory in Fremont, California.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TSLA":"特斯拉"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1164394533","content_text":"Tesla just reported first-quarter vehicle production and delivery numbers for 2022.Here’s how they did.Electric vehicle deliveries (total): 310,048Electric vehicle production (total): 305,407Over the same period last year, Tesla delivered 184,800 electric vehicles and produced 180,338 cars.Tesla said it sold a total of 295,324 Model 3 sedans and Model Y sport utility vehicles, while it delivered 14,724 Model S luxury sedans and Model X premium SUVs.The company recently opened a new factory in Brandenburg, Germany, and had a ribbon-cutting ceremony on March 22. Tesla also plans to host a grand opening and “cyber rodeo” event on April 7, at another new vehicle assembly plant it’s building in Austin, Texas.Tesla moved its headquarters to Austin officially as of Dec. 1, but still operates its first electric car factory in Fremont, California.","news_type":1},"isVote":1,"tweetType":1,"viewCount":113,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9013019270,"gmtCreate":1648652100407,"gmtModify":1676534372021,"author":{"id":"3563577781679506","authorId":"3563577781679506","name":"Samuel.L","avatar":"https://static.tigerbbs.com/1186b61f5b04203ae75a2949bd647713","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3563577781679506","authorIdStr":"3563577781679506"},"themes":[],"htmlText":"Let's go","listText":"Let's go","text":"Let's go","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9013019270","repostId":"1119843668","repostType":4,"repost":{"id":"1119843668","pubTimestamp":1648646522,"share":"https://ttm.financial/m/news/1119843668?lang=&edition=fundamental","pubTime":"2022-03-30 21:22","market":"us","language":"en","title":"Apple Stock: One Good Day Away From $3 Trillion","url":"https://stock-news.laohu8.com/highlight/detail?id=1119843668","media":"TheStreet","summary":"After struggling through nearly all of 2022, Apple stock is suddenly within striking distance of the","content":"<html><head></head><body><p>After struggling through nearly all of 2022, Apple stock is suddenly within striking distance of the $3 trillion market cap. Here’s what could send AAPL past the milestone.</p><p>The 2022 selloff in Apple stock may finally be over. After stringing together 11 consecutive trading days of gains, the Cupertino company’s equity is within striking distance of being valued at $3 trillion once again.</p><p>Below, we discuss how far AAPL currently is from the milestone. We also present the potential near-term catalysts that could take Apple stock to all-time highs very soon.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/88d71f381c4db9400d5fc2676750c6db\" tg-width=\"1240\" tg-height=\"821\" width=\"100%\" height=\"auto\"/><span>Figure 1: Apple Stock: One Good Day Away From $3 Trillion.</span></p><p><b>AAPL: the road to $3 trillion</b></p><p>I have recently estimated that Apple will likely have 16.4 billion diluted shares outstanding at the end of the current quarter, which is only a couple of days away. This being the case, a share price of $183 would be enough to value AAPL at $3 trillion.</p><p>To get to these levels from the current intraday share price of $178, Apple stock would need to climb a mere 2.8%. For instance, shares jumped 3% on March 15 alone. Therefore, the stock could be only one good day of solid gains away from the key market cap figure.</p><p><b>The key short-term catalysts</b></p><p>It is a near certainty that Apple will only be able to reach a $3 trillion market cap soon if the broad market continues to find support. After entering correction territory earlier in 2022, the S&amp;P 500 (SPY) has been rebounding strongly.</p><p>There are a few factors that could push the entire stock market higher from here:</p><ol><li>The conflict in Ukraine takes a turn for the better (i.e., it head towards resolution);</li><li>Crude oil prices continue to dip from the recent highs;</li><li>Inflation plateaus at around 7% to 9% and begins to moderate;</li><li>The Fed delivers the rate hikes that the market expects — not much more or less;</li><li>The US economy continues to show signs of strength;</li><li>Investors grow more confident that valuations have become attractive.</li></ol><p>A few company-specific catalysts could also play a role here. The most important, by far, is calendar Q1 earnings season, which is set to kick off in only a couple of weeks. Apple’s earnings day is likely four to five weeks away.</p><p>Keep in mind that Apple will start to face eye-popping comps in the current quarter. For instance, iPhone revenue growth this time last year reached an impressive 65%, for a two-year stacked annualized rate of 24%. Can the Cupertino company top that in fiscal 2022?</p><p>Regardless of headline numbers, it will be interesting to hear from CEO Tim Cook and team on a number of topics that could be bullish for AAPL stock. Among them:</p><ol><li>Are the supply chain constraints starting to ease?</li><li>How have consumers received the most recent product launches?</li><li>Is the recent Academy Awards win fueling demand for Apple’s services?</li></ol><p><b>The bad news</b></p><p>Things are definitely starting to look better for Apple stock and its investors. However, the good news (i.e. the recent share price rally) comes alongside bad news for those who chose not to buy AAPL when the price was more attractive, a mere couple of weeks ago.</p><p>I have stated repeatedly that buying Apple stock on the dip has historically proven to be the best decision. Unfortunately, the opportunity that stayed on the table for most of 2022 is no longer.</p><p>At only about 2% to 3% below all-time highs, investors that buy AAPL now must be comfortable with the idea of jumping in near a historical peak.</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>Apple Stock: One Good Day Away From $3 Trillion</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 Stock: One Good Day Away From $3 Trillion\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-03-30 21:22 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.thestreet.com/apple/stock/apple-stock-one-good-day-away-from-3-trillion><strong>TheStreet</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>After struggling through nearly all of 2022, Apple stock is suddenly within striking distance of the $3 trillion market cap. Here’s what could send AAPL past the milestone.The 2022 selloff in Apple ...</p>\n\n<a href=\"https://www.thestreet.com/apple/stock/apple-stock-one-good-day-away-from-3-trillion\">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.thestreet.com/apple/stock/apple-stock-one-good-day-away-from-3-trillion","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1119843668","content_text":"After struggling through nearly all of 2022, Apple stock is suddenly within striking distance of the $3 trillion market cap. Here’s what could send AAPL past the milestone.The 2022 selloff in Apple stock may finally be over. After stringing together 11 consecutive trading days of gains, the Cupertino company’s equity is within striking distance of being valued at $3 trillion once again.Below, we discuss how far AAPL currently is from the milestone. We also present the potential near-term catalysts that could take Apple stock to all-time highs very soon.Figure 1: Apple Stock: One Good Day Away From $3 Trillion.AAPL: the road to $3 trillionI have recently estimated that Apple will likely have 16.4 billion diluted shares outstanding at the end of the current quarter, which is only a couple of days away. This being the case, a share price of $183 would be enough to value AAPL at $3 trillion.To get to these levels from the current intraday share price of $178, Apple stock would need to climb a mere 2.8%. For instance, shares jumped 3% on March 15 alone. Therefore, the stock could be only one good day of solid gains away from the key market cap figure.The key short-term catalystsIt is a near certainty that Apple will only be able to reach a $3 trillion market cap soon if the broad market continues to find support. After entering correction territory earlier in 2022, the S&P 500 (SPY) has been rebounding strongly.There are a few factors that could push the entire stock market higher from here:The conflict in Ukraine takes a turn for the better (i.e., it head towards resolution);Crude oil prices continue to dip from the recent highs;Inflation plateaus at around 7% to 9% and begins to moderate;The Fed delivers the rate hikes that the market expects — not much more or less;The US economy continues to show signs of strength;Investors grow more confident that valuations have become attractive.A few company-specific catalysts could also play a role here. The most important, by far, is calendar Q1 earnings season, which is set to kick off in only a couple of weeks. Apple’s earnings day is likely four to five weeks away.Keep in mind that Apple will start to face eye-popping comps in the current quarter. For instance, iPhone revenue growth this time last year reached an impressive 65%, for a two-year stacked annualized rate of 24%. Can the Cupertino company top that in fiscal 2022?Regardless of headline numbers, it will be interesting to hear from CEO Tim Cook and team on a number of topics that could be bullish for AAPL stock. Among them:Are the supply chain constraints starting to ease?How have consumers received the most recent product launches?Is the recent Academy Awards win fueling demand for Apple’s services?The bad newsThings are definitely starting to look better for Apple stock and its investors. However, the good news (i.e. the recent share price rally) comes alongside bad news for those who chose not to buy AAPL when the price was more attractive, a mere couple of weeks ago.I have stated repeatedly that buying Apple stock on the dip has historically proven to be the best decision. Unfortunately, the opportunity that stayed on the table for most of 2022 is no longer.At only about 2% to 3% below all-time highs, investors that buy AAPL now must be comfortable with the idea of jumping in near a historical peak.","news_type":1},"isVote":1,"tweetType":1,"viewCount":189,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9034348071,"gmtCreate":1647819716605,"gmtModify":1676534267614,"author":{"id":"3563577781679506","authorId":"3563577781679506","name":"Samuel.L","avatar":"https://static.tigerbbs.com/1186b61f5b04203ae75a2949bd647713","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3563577781679506","authorIdStr":"3563577781679506"},"themes":[],"htmlText":"Yea&nbsp;","listText":"Yea&nbsp;","text":"Yea","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9034348071","repostId":"2220430742","repostType":4,"repost":{"id":"2220430742","pubTimestamp":1647741823,"share":"https://ttm.financial/m/news/2220430742?lang=&edition=fundamental","pubTime":"2022-03-20 10:03","market":"us","language":"en","title":"Alibaba: Why I'm Not Selling A Single Share","url":"https://stock-news.laohu8.com/highlight/detail?id=2220430742","media":"seekingalpha","summary":"SummaryAlibaba has been a challenging investment over the last year, dropping by as much as 77% from","content":"<html><head></head><body><p><b>Summary</b></p><ul><li>Alibaba has been a challenging investment over the last year, dropping by as much as 77% from its ATH.</li><li>Despite increasing revenues by more than tenfold, its stock price dropped down to levels not seen since its early post-IPO days.</li><li>However, things are likely to change in a big way for Alibaba investors.</li><li>Much of the transitory detrimental factors are now behind the company, and more emphasis should go towards positive developments now.</li><li>Alibaba&#39;s business remains solid, growth should resume, and the company will likely become more profitable in future years.</li></ul><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/70ca27bada17fe6e115be1eaa4822061\" tg-width=\"750\" tg-height=\"513\" referrerpolicy=\"no-referrer\"/><span>Philiphotographer/iStock Unreleased via Getty Images</span></p><p>I began investing in Alibaba (NYSE:BABA) in early 2015, shortly after the company IPOed in the U.S. Incidentally, I started buying the stock at a similar price point to Alibaba&#39;s recent low ($70-80). I would be lying if I said that this was not a challenging investment, but Alibaba is remarkably cheap right now. Furthermore, the ongoing concerns surrounding the company are overexaggerated. Moreover, the Chinese government is now taking market-friendly measures to stabilize markets and support stock prices. We could be looking at a tectonic shift in China, and Alibaba shares will likely get a substantial bid moving forward. Despite the recent monster 40% rebound, Alibaba remains a strong buy around the $100 level. Additionally, the company&#39;s share price should continue appreciating as we advance through 2022 and beyond and could reach $300 within the next three years.</p><p><b>Alibaba Skyrockets On Beijing News</b></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/aa856eb9a75ce4c55e67c3d28a956fd7\" tg-width=\"640\" tg-height=\"676\" referrerpolicy=\"no-referrer\"/><span>BABA (StockCharts)</span></p><p>We just saw one of the most violent up moves in history. Alibaba soared by approximately $100 billion in market cap in a single day. China will provide additional support to the Chinese economy through monetary policy, and the government reaffirmed that it supports foreign IPOs. The report also stated that China supports listings overseas and will work with the SEC to resolve any issues.</p><p>Concerns over increased regulation, possible delisting fears, and other transitory concerns led Alibaba to unprecedented declines over the last year. The stock cratered by about 77% (peak to trough) from its recent highs, illustrating one of the most significant market cap declines. Recent selling became indiscriminate and panic-driven, likely leading to one of the best buying opportunities in Alibaba&#39;s history. The most striking thing is that nothing material changed about Alibaba&#39;s business. The company&#39;s growth slowed a bit more than expected, and it&#39;s going through a transitory margin compression phase. However, this is not something that warrants a 77% decline or anything even close, and Alibaba&#39;s stock remains exceptionally cheap.</p><p><b>Alibaba Back Then And Now</b></p><p>Back then (in 2015), when I first began buying Alibaba, its stock was around $80. In recent sessions, Alibaba&#39;s stock dipped below $80 for the first time in about six years. In 2015 Alibaba&#39;s revenues were $12.3 billion, and the company recorded approximately $131.6 billion in revenues in its trailing twelve months (&#34;TTM&#34;). Its gross profit was at about $8.4 billion then, and nearly $50 billion in its TTM. I think you get the picture here. Revenues and many profitability metrics have surged in the past six years, yet Alibaba&#39;s stock price was back at its post-IPO lows in recent days. I&#39;ve written many articles on Alibaba, I own the stock, and I continue to argue that Alibaba&#39;s stock price is unjustly low and has a strong probability of moving significantly higher in future years.</p><p><b>Alibaba&#39;s Stock Is Remarkably Cheap</b></p><p>How cheap is Alibaba, even after its unprecedented 40% move higher? Consensus EPS estimates are for approximately $10 in 2023, illustrating that at $100, the stock is only trading at ten times forward EPS estimates. If we look at Alibaba&#39;s revenue projections, we see that the company should still grow revenues by 10-15% in the coming years. Moreover, Alibaba has the potential to become more profitable in future years, suggesting that its EPS projections may be muted and lowballed. The company&#39;s growth dynamic, profitability potential, and low valuation illustrate that its stock remains exceptionally cheap and has a high probability of appreciating substantially in future years.</p><p><b>The Bottom Line: Not Selling A Single Share</b></p><p>I&#39;m not selling a single Alibaba share here. As I&#39;ve written many times, Alibaba and Chinese stocks, in general, went through a transitory phase where overly negative news flow put enormous pressure on stock prices. This problematic period lasted for over one year and caused stock prices, including Alibaba&#39;s, to decline to obscenely oversold and undervalued levels. Now that the negative news is behind us, we will likely see more emphasis on positive developments regarding Alibaba. The company does not face significant threats from the regulation, and the U.S. delisting fears are overblown. Moreover, Alibaba remains a dominant, market-leading e-commerce giant that should continue growing double-digit for several years. Furthermore, the company&#39;s stock is dirt cheap right now, and Alibaba&#39;s share price will likely appreciate considerably as the company advances in future years.</p><p><b>Here&#39;s what Alibaba&#39;s financials could look like as the company moves forward into 2025:</b></p><table><tbody><tr><td>Year</td><td>2022</td><td>2023</td><td>2024</td><td>2025</td></tr><tr><td>Revenues</td><td>$151B</td><td>$167B</td><td>$184B</td><td>$203B</td></tr><tr><td>Revenue growth</td><td>15.3%</td><td>10.6%</td><td>10.2%</td><td>10.3%</td></tr><tr><td>EPS</td><td>$10.25</td><td>$10.55</td><td>$13.12</td><td>$15.85</td></tr><tr><td>Forward P/E</td><td>12</td><td>15</td><td>18</td><td>20</td></tr><tr><td>Price</td><td>$127</td><td>$197</td><td>$285</td><td>$375</td></tr></tbody></table><p>Source: The Author</p><p>As we advance, Alibaba&#39;s revenue growth should continue to expand, and the company&#39;s profitability should continue improving. Moreover, the company&#39;s transitory negative news flow stage should continue to pass. Therefore, sentiment should strengthen, and Alibaba&#39;s P/E multiple should gradually expand. It is not uncommon for companies with similar growth and profitability dynamics to trade at 20-30 times EPS estimates or higher. Thus, Alibaba should not have a problem getting back up to a 20 P/E multiple in future years. As sentiment improves, its share price could appreciate considerably in the coming years, to my price target of $375 in 2025.</p><p><b>Risks To Consider</b></p><p>While I&#39;m bullish on Alibaba, various factors could occur that may derail my expectations for the company. For instance, the regulation could clamp down further on Alibaba and other Chinese tech giants. Moreover, U.S. regulators could decide to delist the company&#39;s ADRs. Increased competition could impact Alibaba&#39;s growth and profits. The company&#39;s growth could be worse than my current anticipation. Also, Alibaba&#39;s profitability could continue to struggle for various reasons. There are multiple risks to this investment, which is why shares are very cheap right now. In my view, Alibaba remains an elevated risk/high reward investment, and investors should carefully examine the risks before opening a position in Alibaba stock.</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>Alibaba: Why I'm Not Selling A Single Share</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\">\nAlibaba: Why I'm Not Selling A Single Share\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-03-20 10:03 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4496224-alibaba-why-im-not-selling-single-share><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryAlibaba has been a challenging investment over the last year, dropping by as much as 77% from its ATH.Despite increasing revenues by more than tenfold, its stock price dropped down to levels ...</p>\n\n<a href=\"https://seekingalpha.com/article/4496224-alibaba-why-im-not-selling-single-share\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"09988":"阿里巴巴-W","BABA":"阿里巴巴"},"source_url":"https://seekingalpha.com/article/4496224-alibaba-why-im-not-selling-single-share","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"2220430742","content_text":"SummaryAlibaba has been a challenging investment over the last year, dropping by as much as 77% from its ATH.Despite increasing revenues by more than tenfold, its stock price dropped down to levels not seen since its early post-IPO days.However, things are likely to change in a big way for Alibaba investors.Much of the transitory detrimental factors are now behind the company, and more emphasis should go towards positive developments now.Alibaba's business remains solid, growth should resume, and the company will likely become more profitable in future years.Philiphotographer/iStock Unreleased via Getty ImagesI began investing in Alibaba (NYSE:BABA) in early 2015, shortly after the company IPOed in the U.S. Incidentally, I started buying the stock at a similar price point to Alibaba's recent low ($70-80). I would be lying if I said that this was not a challenging investment, but Alibaba is remarkably cheap right now. Furthermore, the ongoing concerns surrounding the company are overexaggerated. Moreover, the Chinese government is now taking market-friendly measures to stabilize markets and support stock prices. We could be looking at a tectonic shift in China, and Alibaba shares will likely get a substantial bid moving forward. Despite the recent monster 40% rebound, Alibaba remains a strong buy around the $100 level. Additionally, the company's share price should continue appreciating as we advance through 2022 and beyond and could reach $300 within the next three years.Alibaba Skyrockets On Beijing NewsBABA (StockCharts)We just saw one of the most violent up moves in history. Alibaba soared by approximately $100 billion in market cap in a single day. China will provide additional support to the Chinese economy through monetary policy, and the government reaffirmed that it supports foreign IPOs. The report also stated that China supports listings overseas and will work with the SEC to resolve any issues.Concerns over increased regulation, possible delisting fears, and other transitory concerns led Alibaba to unprecedented declines over the last year. The stock cratered by about 77% (peak to trough) from its recent highs, illustrating one of the most significant market cap declines. Recent selling became indiscriminate and panic-driven, likely leading to one of the best buying opportunities in Alibaba's history. The most striking thing is that nothing material changed about Alibaba's business. The company's growth slowed a bit more than expected, and it's going through a transitory margin compression phase. However, this is not something that warrants a 77% decline or anything even close, and Alibaba's stock remains exceptionally cheap.Alibaba Back Then And NowBack then (in 2015), when I first began buying Alibaba, its stock was around $80. In recent sessions, Alibaba's stock dipped below $80 for the first time in about six years. In 2015 Alibaba's revenues were $12.3 billion, and the company recorded approximately $131.6 billion in revenues in its trailing twelve months (\"TTM\"). Its gross profit was at about $8.4 billion then, and nearly $50 billion in its TTM. I think you get the picture here. Revenues and many profitability metrics have surged in the past six years, yet Alibaba's stock price was back at its post-IPO lows in recent days. I've written many articles on Alibaba, I own the stock, and I continue to argue that Alibaba's stock price is unjustly low and has a strong probability of moving significantly higher in future years.Alibaba's Stock Is Remarkably CheapHow cheap is Alibaba, even after its unprecedented 40% move higher? Consensus EPS estimates are for approximately $10 in 2023, illustrating that at $100, the stock is only trading at ten times forward EPS estimates. If we look at Alibaba's revenue projections, we see that the company should still grow revenues by 10-15% in the coming years. Moreover, Alibaba has the potential to become more profitable in future years, suggesting that its EPS projections may be muted and lowballed. The company's growth dynamic, profitability potential, and low valuation illustrate that its stock remains exceptionally cheap and has a high probability of appreciating substantially in future years.The Bottom Line: Not Selling A Single ShareI'm not selling a single Alibaba share here. As I've written many times, Alibaba and Chinese stocks, in general, went through a transitory phase where overly negative news flow put enormous pressure on stock prices. This problematic period lasted for over one year and caused stock prices, including Alibaba's, to decline to obscenely oversold and undervalued levels. Now that the negative news is behind us, we will likely see more emphasis on positive developments regarding Alibaba. The company does not face significant threats from the regulation, and the U.S. delisting fears are overblown. Moreover, Alibaba remains a dominant, market-leading e-commerce giant that should continue growing double-digit for several years. Furthermore, the company's stock is dirt cheap right now, and Alibaba's share price will likely appreciate considerably as the company advances in future years.Here's what Alibaba's financials could look like as the company moves forward into 2025:Year2022202320242025Revenues$151B$167B$184B$203BRevenue growth15.3%10.6%10.2%10.3%EPS$10.25$10.55$13.12$15.85Forward P/E12151820Price$127$197$285$375Source: The AuthorAs we advance, Alibaba's revenue growth should continue to expand, and the company's profitability should continue improving. Moreover, the company's transitory negative news flow stage should continue to pass. Therefore, sentiment should strengthen, and Alibaba's P/E multiple should gradually expand. It is not uncommon for companies with similar growth and profitability dynamics to trade at 20-30 times EPS estimates or higher. Thus, Alibaba should not have a problem getting back up to a 20 P/E multiple in future years. As sentiment improves, its share price could appreciate considerably in the coming years, to my price target of $375 in 2025.Risks To ConsiderWhile I'm bullish on Alibaba, various factors could occur that may derail my expectations for the company. For instance, the regulation could clamp down further on Alibaba and other Chinese tech giants. Moreover, U.S. regulators could decide to delist the company's ADRs. Increased competition could impact Alibaba's growth and profits. The company's growth could be worse than my current anticipation. Also, Alibaba's profitability could continue to struggle for various reasons. There are multiple risks to this investment, which is why shares are very cheap right now. In my view, Alibaba remains an elevated risk/high reward investment, and investors should carefully examine the risks before opening a position in Alibaba stock.","news_type":1},"isVote":1,"tweetType":1,"viewCount":277,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9034970512,"gmtCreate":1647777238476,"gmtModify":1676534265071,"author":{"id":"3563577781679506","authorId":"3563577781679506","name":"Samuel.L","avatar":"https://static.tigerbbs.com/1186b61f5b04203ae75a2949bd647713","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3563577781679506","authorIdStr":"3563577781679506"},"themes":[],"htmlText":"Okok","listText":"Okok","text":"Okok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9034970512","repostId":"2220430742","repostType":4,"repost":{"id":"2220430742","pubTimestamp":1647741823,"share":"https://ttm.financial/m/news/2220430742?lang=&edition=fundamental","pubTime":"2022-03-20 10:03","market":"us","language":"en","title":"Alibaba: Why I'm Not Selling A Single Share","url":"https://stock-news.laohu8.com/highlight/detail?id=2220430742","media":"seekingalpha","summary":"SummaryAlibaba has been a challenging investment over the last year, dropping by as much as 77% from","content":"<html><head></head><body><p><b>Summary</b></p><ul><li>Alibaba has been a challenging investment over the last year, dropping by as much as 77% from its ATH.</li><li>Despite increasing revenues by more than tenfold, its stock price dropped down to levels not seen since its early post-IPO days.</li><li>However, things are likely to change in a big way for Alibaba investors.</li><li>Much of the transitory detrimental factors are now behind the company, and more emphasis should go towards positive developments now.</li><li>Alibaba&#39;s business remains solid, growth should resume, and the company will likely become more profitable in future years.</li></ul><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/70ca27bada17fe6e115be1eaa4822061\" tg-width=\"750\" tg-height=\"513\" referrerpolicy=\"no-referrer\"/><span>Philiphotographer/iStock Unreleased via Getty Images</span></p><p>I began investing in Alibaba (NYSE:BABA) in early 2015, shortly after the company IPOed in the U.S. Incidentally, I started buying the stock at a similar price point to Alibaba&#39;s recent low ($70-80). I would be lying if I said that this was not a challenging investment, but Alibaba is remarkably cheap right now. Furthermore, the ongoing concerns surrounding the company are overexaggerated. Moreover, the Chinese government is now taking market-friendly measures to stabilize markets and support stock prices. We could be looking at a tectonic shift in China, and Alibaba shares will likely get a substantial bid moving forward. Despite the recent monster 40% rebound, Alibaba remains a strong buy around the $100 level. Additionally, the company&#39;s share price should continue appreciating as we advance through 2022 and beyond and could reach $300 within the next three years.</p><p><b>Alibaba Skyrockets On Beijing News</b></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/aa856eb9a75ce4c55e67c3d28a956fd7\" tg-width=\"640\" tg-height=\"676\" referrerpolicy=\"no-referrer\"/><span>BABA (StockCharts)</span></p><p>We just saw one of the most violent up moves in history. Alibaba soared by approximately $100 billion in market cap in a single day. China will provide additional support to the Chinese economy through monetary policy, and the government reaffirmed that it supports foreign IPOs. The report also stated that China supports listings overseas and will work with the SEC to resolve any issues.</p><p>Concerns over increased regulation, possible delisting fears, and other transitory concerns led Alibaba to unprecedented declines over the last year. The stock cratered by about 77% (peak to trough) from its recent highs, illustrating one of the most significant market cap declines. Recent selling became indiscriminate and panic-driven, likely leading to one of the best buying opportunities in Alibaba&#39;s history. The most striking thing is that nothing material changed about Alibaba&#39;s business. The company&#39;s growth slowed a bit more than expected, and it&#39;s going through a transitory margin compression phase. However, this is not something that warrants a 77% decline or anything even close, and Alibaba&#39;s stock remains exceptionally cheap.</p><p><b>Alibaba Back Then And Now</b></p><p>Back then (in 2015), when I first began buying Alibaba, its stock was around $80. In recent sessions, Alibaba&#39;s stock dipped below $80 for the first time in about six years. In 2015 Alibaba&#39;s revenues were $12.3 billion, and the company recorded approximately $131.6 billion in revenues in its trailing twelve months (&#34;TTM&#34;). Its gross profit was at about $8.4 billion then, and nearly $50 billion in its TTM. I think you get the picture here. Revenues and many profitability metrics have surged in the past six years, yet Alibaba&#39;s stock price was back at its post-IPO lows in recent days. I&#39;ve written many articles on Alibaba, I own the stock, and I continue to argue that Alibaba&#39;s stock price is unjustly low and has a strong probability of moving significantly higher in future years.</p><p><b>Alibaba&#39;s Stock Is Remarkably Cheap</b></p><p>How cheap is Alibaba, even after its unprecedented 40% move higher? Consensus EPS estimates are for approximately $10 in 2023, illustrating that at $100, the stock is only trading at ten times forward EPS estimates. If we look at Alibaba&#39;s revenue projections, we see that the company should still grow revenues by 10-15% in the coming years. Moreover, Alibaba has the potential to become more profitable in future years, suggesting that its EPS projections may be muted and lowballed. The company&#39;s growth dynamic, profitability potential, and low valuation illustrate that its stock remains exceptionally cheap and has a high probability of appreciating substantially in future years.</p><p><b>The Bottom Line: Not Selling A Single Share</b></p><p>I&#39;m not selling a single Alibaba share here. As I&#39;ve written many times, Alibaba and Chinese stocks, in general, went through a transitory phase where overly negative news flow put enormous pressure on stock prices. This problematic period lasted for over one year and caused stock prices, including Alibaba&#39;s, to decline to obscenely oversold and undervalued levels. Now that the negative news is behind us, we will likely see more emphasis on positive developments regarding Alibaba. The company does not face significant threats from the regulation, and the U.S. delisting fears are overblown. Moreover, Alibaba remains a dominant, market-leading e-commerce giant that should continue growing double-digit for several years. Furthermore, the company&#39;s stock is dirt cheap right now, and Alibaba&#39;s share price will likely appreciate considerably as the company advances in future years.</p><p><b>Here&#39;s what Alibaba&#39;s financials could look like as the company moves forward into 2025:</b></p><table><tbody><tr><td>Year</td><td>2022</td><td>2023</td><td>2024</td><td>2025</td></tr><tr><td>Revenues</td><td>$151B</td><td>$167B</td><td>$184B</td><td>$203B</td></tr><tr><td>Revenue growth</td><td>15.3%</td><td>10.6%</td><td>10.2%</td><td>10.3%</td></tr><tr><td>EPS</td><td>$10.25</td><td>$10.55</td><td>$13.12</td><td>$15.85</td></tr><tr><td>Forward P/E</td><td>12</td><td>15</td><td>18</td><td>20</td></tr><tr><td>Price</td><td>$127</td><td>$197</td><td>$285</td><td>$375</td></tr></tbody></table><p>Source: The Author</p><p>As we advance, Alibaba&#39;s revenue growth should continue to expand, and the company&#39;s profitability should continue improving. Moreover, the company&#39;s transitory negative news flow stage should continue to pass. Therefore, sentiment should strengthen, and Alibaba&#39;s P/E multiple should gradually expand. It is not uncommon for companies with similar growth and profitability dynamics to trade at 20-30 times EPS estimates or higher. Thus, Alibaba should not have a problem getting back up to a 20 P/E multiple in future years. As sentiment improves, its share price could appreciate considerably in the coming years, to my price target of $375 in 2025.</p><p><b>Risks To Consider</b></p><p>While I&#39;m bullish on Alibaba, various factors could occur that may derail my expectations for the company. For instance, the regulation could clamp down further on Alibaba and other Chinese tech giants. Moreover, U.S. regulators could decide to delist the company&#39;s ADRs. Increased competition could impact Alibaba&#39;s growth and profits. The company&#39;s growth could be worse than my current anticipation. Also, Alibaba&#39;s profitability could continue to struggle for various reasons. There are multiple risks to this investment, which is why shares are very cheap right now. In my view, Alibaba remains an elevated risk/high reward investment, and investors should carefully examine the risks before opening a position in Alibaba stock.</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>Alibaba: Why I'm Not Selling A Single Share</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\">\nAlibaba: Why I'm Not Selling A Single Share\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-03-20 10:03 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4496224-alibaba-why-im-not-selling-single-share><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryAlibaba has been a challenging investment over the last year, dropping by as much as 77% from its ATH.Despite increasing revenues by more than tenfold, its stock price dropped down to levels ...</p>\n\n<a href=\"https://seekingalpha.com/article/4496224-alibaba-why-im-not-selling-single-share\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"09988":"阿里巴巴-W","BABA":"阿里巴巴"},"source_url":"https://seekingalpha.com/article/4496224-alibaba-why-im-not-selling-single-share","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"2220430742","content_text":"SummaryAlibaba has been a challenging investment over the last year, dropping by as much as 77% from its ATH.Despite increasing revenues by more than tenfold, its stock price dropped down to levels not seen since its early post-IPO days.However, things are likely to change in a big way for Alibaba investors.Much of the transitory detrimental factors are now behind the company, and more emphasis should go towards positive developments now.Alibaba's business remains solid, growth should resume, and the company will likely become more profitable in future years.Philiphotographer/iStock Unreleased via Getty ImagesI began investing in Alibaba (NYSE:BABA) in early 2015, shortly after the company IPOed in the U.S. Incidentally, I started buying the stock at a similar price point to Alibaba's recent low ($70-80). I would be lying if I said that this was not a challenging investment, but Alibaba is remarkably cheap right now. Furthermore, the ongoing concerns surrounding the company are overexaggerated. Moreover, the Chinese government is now taking market-friendly measures to stabilize markets and support stock prices. We could be looking at a tectonic shift in China, and Alibaba shares will likely get a substantial bid moving forward. Despite the recent monster 40% rebound, Alibaba remains a strong buy around the $100 level. Additionally, the company's share price should continue appreciating as we advance through 2022 and beyond and could reach $300 within the next three years.Alibaba Skyrockets On Beijing NewsBABA (StockCharts)We just saw one of the most violent up moves in history. Alibaba soared by approximately $100 billion in market cap in a single day. China will provide additional support to the Chinese economy through monetary policy, and the government reaffirmed that it supports foreign IPOs. The report also stated that China supports listings overseas and will work with the SEC to resolve any issues.Concerns over increased regulation, possible delisting fears, and other transitory concerns led Alibaba to unprecedented declines over the last year. The stock cratered by about 77% (peak to trough) from its recent highs, illustrating one of the most significant market cap declines. Recent selling became indiscriminate and panic-driven, likely leading to one of the best buying opportunities in Alibaba's history. The most striking thing is that nothing material changed about Alibaba's business. The company's growth slowed a bit more than expected, and it's going through a transitory margin compression phase. However, this is not something that warrants a 77% decline or anything even close, and Alibaba's stock remains exceptionally cheap.Alibaba Back Then And NowBack then (in 2015), when I first began buying Alibaba, its stock was around $80. In recent sessions, Alibaba's stock dipped below $80 for the first time in about six years. In 2015 Alibaba's revenues were $12.3 billion, and the company recorded approximately $131.6 billion in revenues in its trailing twelve months (\"TTM\"). Its gross profit was at about $8.4 billion then, and nearly $50 billion in its TTM. I think you get the picture here. Revenues and many profitability metrics have surged in the past six years, yet Alibaba's stock price was back at its post-IPO lows in recent days. I've written many articles on Alibaba, I own the stock, and I continue to argue that Alibaba's stock price is unjustly low and has a strong probability of moving significantly higher in future years.Alibaba's Stock Is Remarkably CheapHow cheap is Alibaba, even after its unprecedented 40% move higher? Consensus EPS estimates are for approximately $10 in 2023, illustrating that at $100, the stock is only trading at ten times forward EPS estimates. If we look at Alibaba's revenue projections, we see that the company should still grow revenues by 10-15% in the coming years. Moreover, Alibaba has the potential to become more profitable in future years, suggesting that its EPS projections may be muted and lowballed. The company's growth dynamic, profitability potential, and low valuation illustrate that its stock remains exceptionally cheap and has a high probability of appreciating substantially in future years.The Bottom Line: Not Selling A Single ShareI'm not selling a single Alibaba share here. As I've written many times, Alibaba and Chinese stocks, in general, went through a transitory phase where overly negative news flow put enormous pressure on stock prices. This problematic period lasted for over one year and caused stock prices, including Alibaba's, to decline to obscenely oversold and undervalued levels. Now that the negative news is behind us, we will likely see more emphasis on positive developments regarding Alibaba. The company does not face significant threats from the regulation, and the U.S. delisting fears are overblown. Moreover, Alibaba remains a dominant, market-leading e-commerce giant that should continue growing double-digit for several years. Furthermore, the company's stock is dirt cheap right now, and Alibaba's share price will likely appreciate considerably as the company advances in future years.Here's what Alibaba's financials could look like as the company moves forward into 2025:Year2022202320242025Revenues$151B$167B$184B$203BRevenue growth15.3%10.6%10.2%10.3%EPS$10.25$10.55$13.12$15.85Forward P/E12151820Price$127$197$285$375Source: The AuthorAs we advance, Alibaba's revenue growth should continue to expand, and the company's profitability should continue improving. Moreover, the company's transitory negative news flow stage should continue to pass. Therefore, sentiment should strengthen, and Alibaba's P/E multiple should gradually expand. It is not uncommon for companies with similar growth and profitability dynamics to trade at 20-30 times EPS estimates or higher. Thus, Alibaba should not have a problem getting back up to a 20 P/E multiple in future years. As sentiment improves, its share price could appreciate considerably in the coming years, to my price target of $375 in 2025.Risks To ConsiderWhile I'm bullish on Alibaba, various factors could occur that may derail my expectations for the company. For instance, the regulation could clamp down further on Alibaba and other Chinese tech giants. Moreover, U.S. regulators could decide to delist the company's ADRs. Increased competition could impact Alibaba's growth and profits. The company's growth could be worse than my current anticipation. Also, Alibaba's profitability could continue to struggle for various reasons. There are multiple risks to this investment, which is why shares are very cheap right now. In my view, Alibaba remains an elevated risk/high reward investment, and investors should carefully examine the risks before opening a position in Alibaba stock.","news_type":1},"isVote":1,"tweetType":1,"viewCount":165,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9035492508,"gmtCreate":1647651463501,"gmtModify":1676534255203,"author":{"id":"3563577781679506","authorId":"3563577781679506","name":"Samuel.L","avatar":"https://static.tigerbbs.com/1186b61f5b04203ae75a2949bd647713","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3563577781679506","authorIdStr":"3563577781679506"},"themes":[],"htmlText":"Let's go D","listText":"Let's go D","text":"Let's go D","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9035492508","repostId":"2220726035","repostType":4,"repost":{"id":"2220726035","pubTimestamp":1647650557,"share":"https://ttm.financial/m/news/2220726035?lang=&edition=fundamental","pubTime":"2022-03-19 08:42","market":"us","language":"en","title":"Disney: Awakening The Sleeping Giant","url":"https://stock-news.laohu8.com/highlight/detail?id=2220726035","media":"seekingalpha","summary":"SummaryDisney+ is on track to meeting its FY2024 targets and will be doubling the number of original","content":"<html><head></head><body><p><b>Summary</b></p><ul><li>Disney+ is on track to meeting its FY2024 targets and will be doubling the number of original content as well as the number of markets it&#39;s operating in.</li><li>ESPN&#39;s huge scale could bring additional huge growth opportunities in sports betting, which Disney has given the nod of approval for.</li><li>Both domestic and international parks will see strong recovery as pent-up demand for travel brings traffic back to Disney&#39;s parks along with an improvement in margins.</li><li>Based on an SOTP valuation, my target price for Disney is $197, implying 43% upside from current levels.</li></ul><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/1b25c502149358c089ee67660f6d4830\" tg-width=\"750\" tg-height=\"500\" width=\"100%\" height=\"auto\"/><span>hapabapa/iStock Editorial via Getty Images</span></p><p>Walt Disney (NYSE:DIS) is an attractive investment right now due to its long term growth potential as well as its likely recovery from covid impacts to its parks and attractions.</p><p><b>Investment thesis</b></p><p>The investment theses for Disney are as follows:</p><ol><li>Disney+ will be doubling the number of markets it operates in globally and doubling the amount of original content it is releasing. Furthermore, the market is under-pricing the chance of Disney+ achieving its FY2024 targets, which in my view, is becoming much more achievable with the current roadmap.</li><li>Sports could be an interesting bright spot for Disney as ESPN could leverage on its huge scale to enter sports betting, which is what many of its ESPN consumers want.</li><li>Parks segment will see a strong recovery in FY2022 due to increasing domestic and international guests at its attractions as travel resumes and heads back towards pre-COVID times.</li></ol><p>Overview</p><p>When looking at Disney, it&#39;s important to note the revenue mix of the company. There are two main segments to Disney:</p><ol><li>Disney Media &amp; Entertainment Distribution (DMED) segment which makes up 75% of revenues in 2021. This segment was formed in 2020 as part of Disney&#39;s reorganisation of its media and entertainment business and as it focuses more on the segment. This segment includes streaming services,, linear and syndicated television networks. This includes the direct-to-consumer units like Disney+, Hotstar, ESPN, Hulu</li><li>Disney Parks, Experiences &amp; Products (DPEP) segment which makes up 25% of revenues in 2021. This is Disney&#39;s most iconic travel and leisure business which includes its 6 resort destinations in the United States, Europe and Asia, as well as its cruise line.</li></ol><p>However, the revenue mix in FY2020 and FY2021, in my opinion, is more skewed towards DMED segment due to the huge impact on DPEP segment as the COVID 19 pandemic struck in 2020 and the impacts continued to linger in 2021. Of course, there is also the trend of fast growing DMED segment due to the increasing penetration of Disney&#39;s DTC streaming services like Disney+</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/85405b7865b0cfd86dacf33622d3fdb2\" tg-width=\"640\" tg-height=\"184\" width=\"100%\" height=\"auto\"/><span>Revenue mix and growth of Disney (Disney Annual Reports)</span></p><p>When looking at the operating income mix, I think it is quite clear that the DPEP segment has not just seen a decline in revenues, but also margin reduction due to the low volumes in its parks and attractions. That said, at pre-COVID levels, the DPEP segment was one of the more profitable segments at around 27% operating margins. In my opinion, it is a matter of time before Disney&#39;s DPEP segment operating margins will normalise as customers return to its parks.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/7cde9d56416980fbbade8ae8f921bbbd\" tg-width=\"640\" tg-height=\"233\" width=\"100%\" height=\"auto\"/><span>Disney Operating Income Mix and Growth (Disney Annual Reports)</span></p><p><b>Disney+ is well positioned for the future</b></p><p>With net adds to Disney+ subs being 11.8 million in 1QFY22, this beat on consensus shows me that the market may perhaps be underpricing the probability of Disney+ achieving its long term 2024 target of achieving 230 million to 260 million subscribers.</p><p>Furthermore, what makes me more optimistic about Disney+ is the strong slate of marquee content coming in 2QF22 and beyond.</p><p>Overall, Disney is almost doubling the amount or original content from its marquee brands in Disney+ in FY2022, with most of these titles coming online in 2HFY22, particularly between July and September. In 2QF22, Pixar will release <i>Turning Red</i> (11 March) and Marvel releases <i>Moon Knight</i> (30 March).</p><p>More highly anticipated releases in 3QF22 and after will include 2 new Star Wars series <i>Andor</i> (To be announced) and <i>Obi-Wan Kenobi</i> (25 March), new Marvel series <i>Ms. Marvel</i> (To be announced) and <i>She-Hulk</i> (To be announced), a live-action <i>Pinocchio</i>(To be announced) starring Tom Hanks, and <i>Hocus Pocus 2</i> (FY2023).</p><p>Management reiterated that they have more than 340 local original titles in various stages of development and production for their DTC platforms over the next few years. Local content offerings are also increasing in Asia, India, Europe, and LatAm in FY2022, with the majority of those titles releasing in F2H22.</p><p>In my opinion, this will be a pivotal moment for Disney+ as 4QFY22 will be the first time in Disney+ history that the company will be releasing original content throughout the quarter from all of Disney, Marvel, Star Wars, Pixar, and Nat Geo.</p><p>Although there could be some risk of subs deceleration in 2QFY22 due to the back end weighted content in the second half of the year. That said, the focus should really be on 2HFY22 as, in my opinion, there could be meaningfully much higher net adds to subscriber base, partly due to content release schedule in 2HFY22, and also the international launches happening as Disney+ expands its reach globally.</p><p>In the 1QFY22 management call, management emphasised Disney+&#39;s expansion globally. In FY2022, the company plans on bringing Disney+ to more than 50 more countries. This includes countries in Central Eastern Europe, the Middle East, and South Africa.</p><p>In total, management has plans to more than double the number of markets Disney+ is in now from 80 currently to more than 160 markets by FY2023. I would expect that the initial impact of these planned market launches will be most evident in F3Q22. As such, I am of the opinion that we will continue to see quarter over quarter improvements in Disney+ net adds from 8 million net adds in 2QFY22, to 12 million net adds in 3QFY22.</p><p><b>Sports could be a future bright spot</b></p><p>In the November 10 2021 earnings call, Bob Chapek, CEO of Disney, said that the company will expand into sports betting through ESPN. Although this may not sound like anything new, this is the first time ESPN&#39;s parent company, Disney, acknowledged that sports betting will be beneficial to the parent company and will not affect Disney&#39;s brand. This sets a clear signal that the top management in Disney is giving the go ahead to go deeper and bigger into the world of sports betting.</p><p>In fact, sports betting has been something the company has been dipping its toes into. In 2020, ESPN got into an agreement with both Caesars Entertainment and DraftKings to link to their sportsbooks from</p><p>There were talks in August 2021 about ESPN, at that time, was in discussions to potentially explore a brand licensing deal with DraftKings or Caesars Entertainment for $3 billion.</p><p>Bob Chapek mentioned that the company wants to have a greater presence in online sports betting and can leverage on ESPN&#39;s reach and scale to partner with 3rd parties in the sports betting space.</p><p>In my opinion, this could help Disney create brand new revenue streams and bring growth to ESPN, especially as ESPN advertising revenues were flat in the 4th quarter of 2021 when compared to the same quarter a year before. However, its streaming service EPSN+ grew subscribers by 66% over the year and almost 90% of the most watched broadcasts on Disney&#39;s owned TV networks were sports events. Thus, I think that to leverage on this strength that Disney has would make lots of sense not just for ESPN, but for Disney as a whole.</p><p>In addition, the move to sports betting would also attract and retain a younger audience and keep the momentum growing for ESPN. Furthermore, it is noted by Chapel that the consumer wants to have sports betting and to meet the needs of the ESPN customers, Disney needs to move into sports betting or risk missing a great opportunity or even being irrelevant in the future.</p><p><b>Recovery of parks will bring huge revenue and operating income upside</b></p><p>In 1QFY22, the Parks segment saw a material beat in revenues and operating incomes which in my view is a sign that we could be seeing structurally stronger growth rates in revenue as well as operating margins normalisation as international parks and domestic parks fully open and as travel returns to pre-pandemic levels.</p><p>Although there were lower attendance than 2019, Parks revenue and operating income matched pre-pandemic levels due to the higher yield benefits with per cap spending up more than 40% compared to 1QFY19.</p><p>Furthermore, based on the latest results, trends in attendance at Disney&#39;s domestic parks have continued to increase as Walt Disney World and Disneyland 1QFY22 attendance was up double digits compared to that of 4QFY21. This was likely also reflecting the seasonality effects of the holiday season.</p><p>Moving forward, although there is likely to be continued impact from COVID in the form of volatility, Disney&#39;s domestic parks will likely see continued strong demand from domestic guests while international parks will likely see a surge in demand in the latter half of the year. This is due to the increased closures like that of Hong Kong Disneyland currently being temporarily closed.</p><p>For my longer term forecasts, I believe that we could see per caps spending sustain above pre-COVID levels and thus this will drive higher margins for the segment. Driven by huge volume and customer growth both from domestic and international guests, the recovery in Disney&#39;s Parks segment will be significant in FY2022.</p><p><b>Valuation</b></p><p>Based on above points mentioned, I developed a financial model for Disney to come up with a valuation using sum of the parts (SOTP) valuation of the different segments. Due to the currently unprofitable nature of DTC, this was forecasted using longer term DCF model for the DTC segment.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/592ec77a3e6703ec77a973ea2f37ec2d\" tg-width=\"640\" tg-height=\"267\" width=\"100%\" height=\"auto\"/><span>SOTP Valuation of Disney (Author generated model)</span></p><p>Based on the SOTP valuation, I derived a target price of $197, and there is a 43% upside potential for Disney based on current price levels.</p><p>Looking to relative valuation, when comparing Disney with Netflix (NFLX), one of Disney&#39;s competitors in the streaming services market, the forward P/E ratios of both companies are somewhat similar at about 31x to 32x 1 year forward P/E.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/9bba2de777172d857327f65f1635488c\" tg-width=\"635\" tg-height=\"433\" width=\"100%\" height=\"auto\"/><span>Data by YCharts</span></p><p>However, as highlighted in earlier sections, Disney&#39;s growth is likely to be higher than that of Netflix due to the higher growth from DPEP segment as travel recovers, and also from DMED segment as Disney+ content releases bring in record numbers of net adds and subscribers. As can be seen below, although Disney&#39;s revenues plunged in 2020, its starting to show faster growth in 2021 as it continues to recover from the COVID situation.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/3b539d4941a78dc5366d8a9b95abaa13\" tg-width=\"635\" tg-height=\"433\" width=\"100%\" height=\"auto\"/><span>Data by YCharts</span></p><p><b>Risks</b></p><p><b>Competition</b></p><p>We are seeing increased competition in the streaming space. Although Disney has a strong franchise of brands in Disney+, competitors like Netflix, Apple TV (AAPL) and Amazon Prime Video (AMZN) could significantly increase content and marketing trend, competing for the same eyeballs for streaming services and thereby restricting Disney&#39;s subscriber and margin growth.</p><p><b>COVID related risks</b></p><p>As Disney&#39;s traditional travel and leisure Parks business is very susceptible to global travel and tourism trends, any increase in COVID related measures in any geographies that Disney&#39;s parks are operating in could result in slower than expected recovery.</p><p><b>Conclusion</b></p><p>All in all, there is a good risk reward investment opportunity for Disney at the current levels. With Parks segment set to see margin improvement to above pre-COVID levels as well as see traffic return, this will bring about a huge growth in revenues and profits from the profitable parks business. Furthermore, Disney continues to execute well in its streaming business, with 2HFY22 being a very exciting time for Disney+ as it rolls out to more markets and as it releases much more original marquee content that could reach a wide range of audiences. Based on SOTP valuation, my target price for Disney is $197, implying 43% upside from current levels, which is an attractive investment opportunity in my view.</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>Disney: Awakening The Sleeping Giant</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; 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}\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nDisney: Awakening The Sleeping Giant\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-03-19 08:42 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4496356-disney-attractive-investment-long-term-growth><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryDisney+ is on track to meeting its FY2024 targets and will be doubling the number of original content as well as the number of markets it's operating in.ESPN's huge scale could bring additional...</p>\n\n<a href=\"https://seekingalpha.com/article/4496356-disney-attractive-investment-long-term-growth\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4554":"元宇宙及AR概念","BK4532":"文艺复兴科技持仓","DIS":"迪士尼","BK4551":"寇图资本持仓","BK4581":"高盛持仓","BK4524":"宅经济概念","BK4108":"电影和娱乐","BK4561":"索罗斯持仓","BK4534":"瑞士信贷持仓","BK4507":"流媒体概念","BK4550":"红杉资本持仓"},"source_url":"https://seekingalpha.com/article/4496356-disney-attractive-investment-long-term-growth","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"2220726035","content_text":"SummaryDisney+ is on track to meeting its FY2024 targets and will be doubling the number of original content as well as the number of markets it's operating in.ESPN's huge scale could bring additional huge growth opportunities in sports betting, which Disney has given the nod of approval for.Both domestic and international parks will see strong recovery as pent-up demand for travel brings traffic back to Disney's parks along with an improvement in margins.Based on an SOTP valuation, my target price for Disney is $197, implying 43% upside from current levels.hapabapa/iStock Editorial via Getty ImagesWalt Disney (NYSE:DIS) is an attractive investment right now due to its long term growth potential as well as its likely recovery from covid impacts to its parks and attractions.Investment thesisThe investment theses for Disney are as follows:Disney+ will be doubling the number of markets it operates in globally and doubling the amount of original content it is releasing. Furthermore, the market is under-pricing the chance of Disney+ achieving its FY2024 targets, which in my view, is becoming much more achievable with the current roadmap.Sports could be an interesting bright spot for Disney as ESPN could leverage on its huge scale to enter sports betting, which is what many of its ESPN consumers want.Parks segment will see a strong recovery in FY2022 due to increasing domestic and international guests at its attractions as travel resumes and heads back towards pre-COVID times.OverviewWhen looking at Disney, it's important to note the revenue mix of the company. There are two main segments to Disney:Disney Media & Entertainment Distribution (DMED) segment which makes up 75% of revenues in 2021. This segment was formed in 2020 as part of Disney's reorganisation of its media and entertainment business and as it focuses more on the segment. This segment includes streaming services,, linear and syndicated television networks. This includes the direct-to-consumer units like Disney+, Hotstar, ESPN, HuluDisney Parks, Experiences & Products (DPEP) segment which makes up 25% of revenues in 2021. This is Disney's most iconic travel and leisure business which includes its 6 resort destinations in the United States, Europe and Asia, as well as its cruise line.However, the revenue mix in FY2020 and FY2021, in my opinion, is more skewed towards DMED segment due to the huge impact on DPEP segment as the COVID 19 pandemic struck in 2020 and the impacts continued to linger in 2021. Of course, there is also the trend of fast growing DMED segment due to the increasing penetration of Disney's DTC streaming services like Disney+Revenue mix and growth of Disney (Disney Annual Reports)When looking at the operating income mix, I think it is quite clear that the DPEP segment has not just seen a decline in revenues, but also margin reduction due to the low volumes in its parks and attractions. That said, at pre-COVID levels, the DPEP segment was one of the more profitable segments at around 27% operating margins. In my opinion, it is a matter of time before Disney's DPEP segment operating margins will normalise as customers return to its parks.Disney Operating Income Mix and Growth (Disney Annual Reports)Disney+ is well positioned for the futureWith net adds to Disney+ subs being 11.8 million in 1QFY22, this beat on consensus shows me that the market may perhaps be underpricing the probability of Disney+ achieving its long term 2024 target of achieving 230 million to 260 million subscribers.Furthermore, what makes me more optimistic about Disney+ is the strong slate of marquee content coming in 2QF22 and beyond.Overall, Disney is almost doubling the amount or original content from its marquee brands in Disney+ in FY2022, with most of these titles coming online in 2HFY22, particularly between July and September. In 2QF22, Pixar will release Turning Red (11 March) and Marvel releases Moon Knight (30 March).More highly anticipated releases in 3QF22 and after will include 2 new Star Wars series Andor (To be announced) and Obi-Wan Kenobi (25 March), new Marvel series Ms. Marvel (To be announced) and She-Hulk (To be announced), a live-action Pinocchio(To be announced) starring Tom Hanks, and Hocus Pocus 2 (FY2023).Management reiterated that they have more than 340 local original titles in various stages of development and production for their DTC platforms over the next few years. Local content offerings are also increasing in Asia, India, Europe, and LatAm in FY2022, with the majority of those titles releasing in F2H22.In my opinion, this will be a pivotal moment for Disney+ as 4QFY22 will be the first time in Disney+ history that the company will be releasing original content throughout the quarter from all of Disney, Marvel, Star Wars, Pixar, and Nat Geo.Although there could be some risk of subs deceleration in 2QFY22 due to the back end weighted content in the second half of the year. That said, the focus should really be on 2HFY22 as, in my opinion, there could be meaningfully much higher net adds to subscriber base, partly due to content release schedule in 2HFY22, and also the international launches happening as Disney+ expands its reach globally.In the 1QFY22 management call, management emphasised Disney+'s expansion globally. In FY2022, the company plans on bringing Disney+ to more than 50 more countries. This includes countries in Central Eastern Europe, the Middle East, and South Africa.In total, management has plans to more than double the number of markets Disney+ is in now from 80 currently to more than 160 markets by FY2023. I would expect that the initial impact of these planned market launches will be most evident in F3Q22. As such, I am of the opinion that we will continue to see quarter over quarter improvements in Disney+ net adds from 8 million net adds in 2QFY22, to 12 million net adds in 3QFY22.Sports could be a future bright spotIn the November 10 2021 earnings call, Bob Chapek, CEO of Disney, said that the company will expand into sports betting through ESPN. Although this may not sound like anything new, this is the first time ESPN's parent company, Disney, acknowledged that sports betting will be beneficial to the parent company and will not affect Disney's brand. This sets a clear signal that the top management in Disney is giving the go ahead to go deeper and bigger into the world of sports betting.In fact, sports betting has been something the company has been dipping its toes into. In 2020, ESPN got into an agreement with both Caesars Entertainment and DraftKings to link to their sportsbooks fromThere were talks in August 2021 about ESPN, at that time, was in discussions to potentially explore a brand licensing deal with DraftKings or Caesars Entertainment for $3 billion.Bob Chapek mentioned that the company wants to have a greater presence in online sports betting and can leverage on ESPN's reach and scale to partner with 3rd parties in the sports betting space.In my opinion, this could help Disney create brand new revenue streams and bring growth to ESPN, especially as ESPN advertising revenues were flat in the 4th quarter of 2021 when compared to the same quarter a year before. However, its streaming service EPSN+ grew subscribers by 66% over the year and almost 90% of the most watched broadcasts on Disney's owned TV networks were sports events. Thus, I think that to leverage on this strength that Disney has would make lots of sense not just for ESPN, but for Disney as a whole.In addition, the move to sports betting would also attract and retain a younger audience and keep the momentum growing for ESPN. Furthermore, it is noted by Chapel that the consumer wants to have sports betting and to meet the needs of the ESPN customers, Disney needs to move into sports betting or risk missing a great opportunity or even being irrelevant in the future.Recovery of parks will bring huge revenue and operating income upsideIn 1QFY22, the Parks segment saw a material beat in revenues and operating incomes which in my view is a sign that we could be seeing structurally stronger growth rates in revenue as well as operating margins normalisation as international parks and domestic parks fully open and as travel returns to pre-pandemic levels.Although there were lower attendance than 2019, Parks revenue and operating income matched pre-pandemic levels due to the higher yield benefits with per cap spending up more than 40% compared to 1QFY19.Furthermore, based on the latest results, trends in attendance at Disney's domestic parks have continued to increase as Walt Disney World and Disneyland 1QFY22 attendance was up double digits compared to that of 4QFY21. This was likely also reflecting the seasonality effects of the holiday season.Moving forward, although there is likely to be continued impact from COVID in the form of volatility, Disney's domestic parks will likely see continued strong demand from domestic guests while international parks will likely see a surge in demand in the latter half of the year. This is due to the increased closures like that of Hong Kong Disneyland currently being temporarily closed.For my longer term forecasts, I believe that we could see per caps spending sustain above pre-COVID levels and thus this will drive higher margins for the segment. Driven by huge volume and customer growth both from domestic and international guests, the recovery in Disney's Parks segment will be significant in FY2022.ValuationBased on above points mentioned, I developed a financial model for Disney to come up with a valuation using sum of the parts (SOTP) valuation of the different segments. Due to the currently unprofitable nature of DTC, this was forecasted using longer term DCF model for the DTC segment.SOTP Valuation of Disney (Author generated model)Based on the SOTP valuation, I derived a target price of $197, and there is a 43% upside potential for Disney based on current price levels.Looking to relative valuation, when comparing Disney with Netflix (NFLX), one of Disney's competitors in the streaming services market, the forward P/E ratios of both companies are somewhat similar at about 31x to 32x 1 year forward P/E.Data by YChartsHowever, as highlighted in earlier sections, Disney's growth is likely to be higher than that of Netflix due to the higher growth from DPEP segment as travel recovers, and also from DMED segment as Disney+ content releases bring in record numbers of net adds and subscribers. As can be seen below, although Disney's revenues plunged in 2020, its starting to show faster growth in 2021 as it continues to recover from the COVID situation.Data by YChartsRisksCompetitionWe are seeing increased competition in the streaming space. Although Disney has a strong franchise of brands in Disney+, competitors like Netflix, Apple TV (AAPL) and Amazon Prime Video (AMZN) could significantly increase content and marketing trend, competing for the same eyeballs for streaming services and thereby restricting Disney's subscriber and margin growth.COVID related risksAs Disney's traditional travel and leisure Parks business is very susceptible to global travel and tourism trends, any increase in COVID related measures in any geographies that Disney's parks are operating in could result in slower than expected recovery.ConclusionAll in all, there is a good risk reward investment opportunity for Disney at the current levels. With Parks segment set to see margin improvement to above pre-COVID levels as well as see traffic return, this will bring about a huge growth in revenues and profits from the profitable parks business. Furthermore, Disney continues to execute well in its streaming business, with 2HFY22 being a very exciting time for Disney+ as it rolls out to more markets and as it releases much more original marquee content that could reach a wide range of audiences. Based on SOTP valuation, my target price for Disney is $197, implying 43% upside from current levels, which is an attractive investment opportunity in my view.","news_type":1},"isVote":1,"tweetType":1,"viewCount":357,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9035955919,"gmtCreate":1647492516734,"gmtModify":1676534237305,"author":{"id":"3563577781679506","authorId":"3563577781679506","name":"Samuel.L","avatar":"https://static.tigerbbs.com/1186b61f5b04203ae75a2949bd647713","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3563577781679506","authorIdStr":"3563577781679506"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9035955919","repostId":"1163944289","repostType":4,"repost":{"id":"1163944289","pubTimestamp":1647488279,"share":"https://ttm.financial/m/news/1163944289?lang=&edition=fundamental","pubTime":"2022-03-17 11:37","market":"us","language":"en","title":"Covid Stops Work at Tesla Plant. But the Stock Rises Because There Is Good News Too.","url":"https://stock-news.laohu8.com/highlight/detail?id=1163944289","media":"Barron's","summary":"Tesla is halting production at its Shanghai plant for a couple of days. It isn’t because of parts shortages. Tesla shares were rising anyway because investors have other things on their minds.Reuters ","content":"<html><head></head><body><p>Tesla is halting production at its Shanghai plant for a couple of days. It isn’t because of parts shortages. Tesla shares were rising anyway because investors have other things on their minds.</p><p>Reuters reported Wednesday that Tesla (ticker: TSLA) will pause production in China for a couple of days amid a rise of Covid-variant infections. Reuters referred to an internal Tesla notice. The company didn’t immediately respond to a request for comment about the report.</p><p>Production delays and Covid infections are both bad things, but Tesla stock was up 4.78% on Wednesday. A broader stock market rally is overwhelming the Chinese news. The S&amp;P 500 and Dow Jones Industrial Average were up 1.7% and 1.2%, respectively.</p><p>Investors appear pleased that talks between Russia and Ukraine are making progress. Ukraine President Volodymyr Zelensky indicated Russian demands are getting “more realistic.” The two sides spoke Tuesday and were scheduled to speak again Wednesday.</p><p>There is other good news investors are focusing on, too. Chinese officials committed to supporting its economy. That has sent shares of NIO (NIO) and other Chinese EV makers up by double-digit percentages.</p><p>Oil is down again, a little, and has dropped more than 22% from its March 8 close of more than $123 a barrel. And interest rates are steady ahead of the Federal Reserve’s announcement of its next move on monetary policy, scheduled for Wednesday afternoon. Investors are expecting a 0.25 percentage-point increase in short-term rates.</p><p>The focus on better news is a relief to Tesla investors. Coming into the week, Tesla stock had dropped almost 11% from March 10 to March 14 as investors worried that raw-material inflation would begin to crimp profits.</p><p>Higher raw material prices are an issue for the auto maker. A basket of metals that goes into EV batteries has jumped about 70% year to date.</p><p>Lower output could become an issue for Tesla if production delays persist. Wall Street expects Tesla to deliver about 320,000 vehicles in the first quarter, up from about 309,000 in the fourth quarter of 2021. The delivery numbers are due to be reported in the first couple of day of April.</p><p>Coming into Wednesday trading, Tesla stock had declined 24% year to date and was down about 36% from its 52-week high of more than $1,243 a share, reached in November.</p></body></html>","source":"lsy1610680873436","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Covid Stops Work at Tesla Plant. But the Stock Rises Because There Is Good News Too.</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\">\nCovid Stops Work at Tesla Plant. But the Stock Rises Because There Is Good News Too.\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-03-17 11:37 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.barrons.com/articles/tesla-tsla-stock-shanghai-plant-covid-51647430269?mod=hp_DAY_Theme_1_2><strong>Barron's</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Tesla is halting production at its Shanghai plant for a couple of days. It isn’t because of parts shortages. Tesla shares were rising anyway because investors have other things on their minds.Reuters ...</p>\n\n<a href=\"https://www.barrons.com/articles/tesla-tsla-stock-shanghai-plant-covid-51647430269?mod=hp_DAY_Theme_1_2\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TSLA":"特斯拉"},"source_url":"https://www.barrons.com/articles/tesla-tsla-stock-shanghai-plant-covid-51647430269?mod=hp_DAY_Theme_1_2","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1163944289","content_text":"Tesla is halting production at its Shanghai plant for a couple of days. It isn’t because of parts shortages. Tesla shares were rising anyway because investors have other things on their minds.Reuters reported Wednesday that Tesla (ticker: TSLA) will pause production in China for a couple of days amid a rise of Covid-variant infections. Reuters referred to an internal Tesla notice. The company didn’t immediately respond to a request for comment about the report.Production delays and Covid infections are both bad things, but Tesla stock was up 4.78% on Wednesday. A broader stock market rally is overwhelming the Chinese news. The S&P 500 and Dow Jones Industrial Average were up 1.7% and 1.2%, respectively.Investors appear pleased that talks between Russia and Ukraine are making progress. Ukraine President Volodymyr Zelensky indicated Russian demands are getting “more realistic.” The two sides spoke Tuesday and were scheduled to speak again Wednesday.There is other good news investors are focusing on, too. Chinese officials committed to supporting its economy. That has sent shares of NIO (NIO) and other Chinese EV makers up by double-digit percentages.Oil is down again, a little, and has dropped more than 22% from its March 8 close of more than $123 a barrel. And interest rates are steady ahead of the Federal Reserve’s announcement of its next move on monetary policy, scheduled for Wednesday afternoon. Investors are expecting a 0.25 percentage-point increase in short-term rates.The focus on better news is a relief to Tesla investors. Coming into the week, Tesla stock had dropped almost 11% from March 10 to March 14 as investors worried that raw-material inflation would begin to crimp profits.Higher raw material prices are an issue for the auto maker. A basket of metals that goes into EV batteries has jumped about 70% year to date.Lower output could become an issue for Tesla if production delays persist. Wall Street expects Tesla to deliver about 320,000 vehicles in the first quarter, up from about 309,000 in the fourth quarter of 2021. The delivery numbers are due to be reported in the first couple of day of April.Coming into Wednesday trading, Tesla stock had declined 24% year to date and was down about 36% from its 52-week high of more than $1,243 a share, reached in November.","news_type":1},"isVote":1,"tweetType":1,"viewCount":151,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9032107281,"gmtCreate":1647302430041,"gmtModify":1676534213556,"author":{"id":"3563577781679506","authorId":"3563577781679506","name":"Samuel.L","avatar":"https://static.tigerbbs.com/1186b61f5b04203ae75a2949bd647713","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3563577781679506","authorIdStr":"3563577781679506"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9032107281","repostId":"2219606208","repostType":4,"repost":{"id":"2219606208","pubTimestamp":1647298667,"share":"https://ttm.financial/m/news/2219606208?lang=&edition=fundamental","pubTime":"2022-03-15 06:57","market":"us","language":"en","title":"Apple Supplier Foxconn in Talks to Build $9 Billion Factory in Saudi Arabia","url":"https://stock-news.laohu8.com/highlight/detail?id=2219606208","media":"The Wall Street Journal","summary":"The kingdom is trying to establish an industrial sector but has struggled to attract foreign investm","content":"<html><head></head><body><p>The kingdom is trying to establish an industrial sector but has struggled to attract foreign investment</p><p>Foxconn Technology Group, the biggest assembler of Apple Inc. iPhones, is in talks with Saudi Arabia about jointly building a $9 billion multipurpose facility that could make microchips, electric-vehicle components and other electronics like displays, according to people familiar with the matter.</p><p>The Saudi government is reviewing an offer from the company, formally known as Hon Hai Precision Industry Co., to build a dual-line foundry for surface-mount technology and wafer fabrication in Neom, a tech-focused city-state the kingdom is developing in the desert, the people said. Discussions over the project started last year, they said.</p><p>The Saudis are conducting due diligence and benchmarking the offer against others that Foxconn has made for similar projects globally, one of the people said.</p><p>Besides Saudi Arabia, Foxconn is also talking with the United Arab Emirates about potentially siting the project there, one of the people said.</p><p>The Taiwan-based company has looked to diversify its manufacturing sites amid rising tensions between China and the U.S. that put it in a potentially vulnerable spot.</p><p>Riyadh wants the company to guarantee that it would direct at least two-thirds of the foundry’s production into Foxconn’s existing supply chain, one of the people said, to ensure there are buyers for its products and the project is ultimately profitable.</p><p>Foxconn is seeking large incentives including financing, tax holidays and subsidies for power and water in exchange for helping set up a high-tech manufacturing sector in the kingdom, the people said, as Saudi Arabia seeks to diversify its economy away from oil.</p><p>The Saudis could offer direct equity co-investment, industrial development loans, low-interest debt from local banks and export credits to compete with other jurisdictions that Foxconn might consider, said another person familiar with the talks.</p><p>Saudi authorities and Foxconn didn’t respond to requests for comment.</p><p>Foxconn has looked to diversify its business beyond Apple products in recent years, including by expanding its activities in EVs. It has joined with auto makers such as Jeep and Chrysler maker Stellantis NV and Los Angeles-based electric-vehicle startup Fisker.</p><p>Foxconn has also purchased semiconductor facilities, including one owned by Taiwan-based Macronix International,seeking to become a contract manufacturer of EVs for global brands. Last year it scaled back plans for a liquid-crystal-display project in Wisconsin after agreeing to invest $10 billion and hire 13,000 people to qualify for $2.85 billion in incentives.</p><p>The company said last year that it is planning to build an EV project in the Middle East, focusing on software and cloud infrastructure for passenger cars.</p><p>Saudi Arabia is trying to establish an industrial sector as part of Crown Prince Mohammed bin Salman’s plans to reshape the economy by establishing new industries to complement oil income as the world transitions to renewable energy.</p><p>The kingdom has used its $500 billion sovereign-wealth fund to drive that effort. In 2019, it took a majority investment in Lucid Motors Inc.,which recently signed a deal to open its first manufacturing plant outside the U.S. in Saudi Arabia.</p><p>As Western companies pulled back from the kingdom after the 2018 killing of journalist Jamal Khashoggi, Saudi Arabia has struggled to reform its business climate to attract foreign investment. It wants to relocate international supply chains to the kingdom and acquire a market share in supply-chain components. But that effort has been complicated by the kingdom’s small domestic market, high labor costs and unpredictable operating environment.</p><p>Final Saudi approval for the Foxconn deal rests with Prince Mohammed. He has been pushing for several years for the company to establish a presence in Neom but has faced skepticism over the site’s limited logistics and access to power and water.</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>Apple Supplier Foxconn in Talks to Build $9 Billion Factory in Saudi Arabia</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 Supplier Foxconn in Talks to Build $9 Billion Factory in Saudi Arabia\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-03-15 06:57 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.wsj.com/articles/apple-supplier-foxconn-in-talks-to-build-9-billion-factory-in-saudi-arabia-11647274349?mod=hp_lead_pos7><strong>The Wall Street Journal</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>The kingdom is trying to establish an industrial sector but has struggled to attract foreign investmentFoxconn Technology Group, the biggest assembler of Apple Inc. iPhones, is in talks with Saudi ...</p>\n\n<a href=\"https://www.wsj.com/articles/apple-supplier-foxconn-in-talks-to-build-9-billion-factory-in-saudi-arabia-11647274349?mod=hp_lead_pos7\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4553":"喜马拉雅资本持仓","BK4571":"数字音乐概念","BK4534":"瑞士信贷持仓","BK4507":"流媒体概念","BK4576":"AR","BK4533":"AQR资本管理(全球第二大对冲基金)","BK4575":"芯片概念","BK4566":"资本集团","AAPL":"苹果","BK4532":"文艺复兴科技持仓","BK4559":"巴菲特持仓","BK4501":"段永平概念","BK4527":"明星科技股","BK4579":"人工智能","BK4550":"红杉资本持仓","BK4574":"无人驾驶","BK4573":"虚拟现实","BK4505":"高瓴资本持仓","BK4581":"高盛持仓","BK4512":"苹果概念","BK4170":"电脑硬件、储存设备及电脑周边","BK4554":"元宇宙及AR概念","BK4515":"5G概念"},"source_url":"https://www.wsj.com/articles/apple-supplier-foxconn-in-talks-to-build-9-billion-factory-in-saudi-arabia-11647274349?mod=hp_lead_pos7","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2219606208","content_text":"The kingdom is trying to establish an industrial sector but has struggled to attract foreign investmentFoxconn Technology Group, the biggest assembler of Apple Inc. iPhones, is in talks with Saudi Arabia about jointly building a $9 billion multipurpose facility that could make microchips, electric-vehicle components and other electronics like displays, according to people familiar with the matter.The Saudi government is reviewing an offer from the company, formally known as Hon Hai Precision Industry Co., to build a dual-line foundry for surface-mount technology and wafer fabrication in Neom, a tech-focused city-state the kingdom is developing in the desert, the people said. Discussions over the project started last year, they said.The Saudis are conducting due diligence and benchmarking the offer against others that Foxconn has made for similar projects globally, one of the people said.Besides Saudi Arabia, Foxconn is also talking with the United Arab Emirates about potentially siting the project there, one of the people said.The Taiwan-based company has looked to diversify its manufacturing sites amid rising tensions between China and the U.S. that put it in a potentially vulnerable spot.Riyadh wants the company to guarantee that it would direct at least two-thirds of the foundry’s production into Foxconn’s existing supply chain, one of the people said, to ensure there are buyers for its products and the project is ultimately profitable.Foxconn is seeking large incentives including financing, tax holidays and subsidies for power and water in exchange for helping set up a high-tech manufacturing sector in the kingdom, the people said, as Saudi Arabia seeks to diversify its economy away from oil.The Saudis could offer direct equity co-investment, industrial development loans, low-interest debt from local banks and export credits to compete with other jurisdictions that Foxconn might consider, said another person familiar with the talks.Saudi authorities and Foxconn didn’t respond to requests for comment.Foxconn has looked to diversify its business beyond Apple products in recent years, including by expanding its activities in EVs. It has joined with auto makers such as Jeep and Chrysler maker Stellantis NV and Los Angeles-based electric-vehicle startup Fisker.Foxconn has also purchased semiconductor facilities, including one owned by Taiwan-based Macronix International,seeking to become a contract manufacturer of EVs for global brands. Last year it scaled back plans for a liquid-crystal-display project in Wisconsin after agreeing to invest $10 billion and hire 13,000 people to qualify for $2.85 billion in incentives.The company said last year that it is planning to build an EV project in the Middle East, focusing on software and cloud infrastructure for passenger cars.Saudi Arabia is trying to establish an industrial sector as part of Crown Prince Mohammed bin Salman’s plans to reshape the economy by establishing new industries to complement oil income as the world transitions to renewable energy.The kingdom has used its $500 billion sovereign-wealth fund to drive that effort. In 2019, it took a majority investment in Lucid Motors Inc.,which recently signed a deal to open its first manufacturing plant outside the U.S. in Saudi Arabia.As Western companies pulled back from the kingdom after the 2018 killing of journalist Jamal Khashoggi, Saudi Arabia has struggled to reform its business climate to attract foreign investment. It wants to relocate international supply chains to the kingdom and acquire a market share in supply-chain components. But that effort has been complicated by the kingdom’s small domestic market, high labor costs and unpredictable operating environment.Final Saudi approval for the Foxconn deal rests with Prince Mohammed. He has been pushing for several years for the company to establish a presence in Neom but has faced skepticism over the site’s limited logistics and access to power and water.","news_type":1},"isVote":1,"tweetType":1,"viewCount":203,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9036334219,"gmtCreate":1646983919583,"gmtModify":1676534184485,"author":{"id":"3563577781679506","authorId":"3563577781679506","name":"Samuel.L","avatar":"https://static.tigerbbs.com/1186b61f5b04203ae75a2949bd647713","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3563577781679506","authorIdStr":"3563577781679506"},"themes":[],"htmlText":"Okok","listText":"Okok","text":"Okok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9036334219","repostId":"2218029637","repostType":4,"repost":{"id":"2218029637","pubTimestamp":1646979219,"share":"https://ttm.financial/m/news/2218029637?lang=&edition=fundamental","pubTime":"2022-03-11 14:13","market":"us","language":"en","title":"Tesla: ICE Vehicles Will Trump EVs in the Near-Term, Says Morgan Stanley","url":"https://stock-news.laohu8.com/highlight/detail?id=2218029637","media":"TipRanks","summary":"Ukrainian war and the sanctions imposed by the US and its allies as retaliation are having repercuss","content":"<div>\n<p>Ukrainian war and the sanctions imposed by the US and its allies as retaliation are having repercussions for the global economy. One impact that immediately springs to mind is on the price of fuel, ...</p>\n\n<a href=\"https://www.tipranks.com/news/article/tesla-ice-vehicles-will-trump-evs-in-the-near-term-says-morgan-stanley/\">Web Link</a>\n\n</div>\n","source":"lsy1606183248679","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Tesla: ICE Vehicles Will Trump EVs in the Near-Term, Says Morgan Stanley</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nTesla: ICE Vehicles Will Trump EVs in the Near-Term, Says Morgan Stanley\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-03-11 14:13 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.tipranks.com/news/article/tesla-ice-vehicles-will-trump-evs-in-the-near-term-says-morgan-stanley/><strong>TipRanks</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Ukrainian war and the sanctions imposed by the US and its allies as retaliation are having repercussions for the global economy. One impact that immediately springs to mind is on the price of fuel, ...</p>\n\n<a href=\"https://www.tipranks.com/news/article/tesla-ice-vehicles-will-trump-evs-in-the-near-term-says-morgan-stanley/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TSLA":"特斯拉"},"source_url":"https://www.tipranks.com/news/article/tesla-ice-vehicles-will-trump-evs-in-the-near-term-says-morgan-stanley/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2218029637","content_text":"Ukrainian war and the sanctions imposed by the US and its allies as retaliation are having repercussions for the global economy. One impact that immediately springs to mind is on the price of fuel, which has soared as the West now plans on rejecting Russia’s vast energy exports.You would think that this would provide a tailwind for the EV industry, but Morgan Stanley’s Adam Jonas has a surprising take on the matter.“In isolation,” said the 5-star analyst, “Higher fuel prices may improve payback periods for owning EVs. But when considering the inflation of input costs (and their availability) for BEVs, the payback periods may be diminished.”Over the past few days, nickel prices have risen, which Jonas thinks could potentially increase the cost of building a new BEV by $1k to $2k. There are also the energy costs required in smelting (grade 2nickel to grade 1) to consider, while these metals must be transported across the globe to make their way into EVs.Another issue with EVs is supply. “EVs are great,” says Jonas, “if you can get them (and can afford them).”Basically, what Jonas is trying to say is that in the near-term ICE vehicles “may categorically outperform” EVs, both on sales and profitability.So, what are the implications for EV makers such as Tesla (TSLA)? Well, it’s clear that the current crisis has highlighted the long-term issues facing ICE-fueled vehicles and the current geopolitical unrest could accelerate renewable energy/infrastructure projects.“This can increase the ‘ballast’ and conviction of penetration assumptions further out on the EV curve (i.e. beyond 2030…),” opined Jonas, “once we properly align the supply chain, material sourcing, manufacturing processes, on-shore manufacturing capability, down-stream infrastructure, etc.”All in all, the analyst keeps an Overweight (i.e., Buy) rating for Tesla shares, while his $1,300 price target implies one-year upside of 55%.Tesla is a polarizing name, reflected in the wide spectrum of analyst ratings; with 15 Buys, 7 Holds and 6 Sells, the consensus view is that this stock is a Moderate Buy. The forecast calls for 12-month gains of 24%, given the average price target stands at $1,068 and change.","news_type":1},"isVote":1,"tweetType":1,"viewCount":465,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"hots":[{"id":354371238,"gmtCreate":1617148462624,"gmtModify":1704696359804,"author":{"id":"3563577781679506","authorId":"3563577781679506","name":"Samuel.L","avatar":"https://static.tigerbbs.com/1186b61f5b04203ae75a2949bd647713","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3563577781679506","authorIdStr":"3563577781679506"},"themes":[],"htmlText":"Comment and like thanks !","listText":"Comment and like thanks !","text":"Comment and like thanks !","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":6,"repostSize":0,"link":"https://ttm.financial/post/354371238","repostId":"1163996400","repostType":4,"repost":{"id":"1163996400","pubTimestamp":1617094880,"share":"https://ttm.financial/m/news/1163996400?lang=&edition=fundamental","pubTime":"2021-03-30 17:01","market":"us","language":"en","title":"Coursera: The Education Disruptor Goes Public","url":"https://stock-news.laohu8.com/highlight/detail?id=1163996400","media":"seekingalpha","summary":"SummaryThe company is growing rapidly as a result of secular trends as well as the Covid-19 pandemic","content":"<p><b>Summary</b></p><ul><li>The company is growing rapidly as a result of secular trends as well as the Covid-19 pandemic.</li><li>It is operating in a huge addressable market that is likely to grow for the foreseeable future.</li><li>Coursera enjoys many competitive advantages, among them a large, existing user base, price-to-cost advantages, and the ability to personalize content as a result of its trove of data.</li><li>Given its scale, and competitive advantages, the company should win an outsized share of its market opportunity.</li><li>However, because the company has not turned a profit, there is a chance that its stock may be too volatile in the near term. Buying when the company turns a profit is the safer bet.</li></ul><p>Coursera (COURS), the online learning platform founded in 2012 by former Stanford University computer science professors Daphne Koller and Andrew Ng, filed itsIPO prospectuswith the Securities and Exchange Commission (SEC). The Mountain View, California-based company offers individuals access to over 4,000 Massive Open Online Courses (MOOCs) from 200 educational institutions and corporations. The company also offers over two dozen degree programs at prices lower than what a learner would pay at a traditional, in-person institution. As the company grows its offering, it will be able to compete head-to-head with other “online program management” (OPM) providers, such as 2U(NASDAQ:TWOU), which is already publicly traded, and Noodle Partners.</p><p>Ng’sshareholder letter in the S-1articulated clearly just what the company is about:</p><blockquote>“We believe that education is the source of human progress. In today’s economy in which the skills needed to succeed are rapidly evolving, education is becoming more important than ever. As automation and digital disruption are poised to replace unprecedented numbers of jobs worldwide, giving workers the opportunity to upskill and reskill will be crucial to raising global living standards and increasing social equity. Online education will play a critical role, enabling anyone, anywhere, to gain the valuable skills they need to earn a living in an increasingly digital economy.”</blockquote><p>The filing lists Morgan Stanley, Goldman Sachs and Citigroup as underwriters. The number of shares and the price range of the proposed offering are yet to be determined.According to PitchBook data, Coursera’s most recent valuation in the private markets was $2.5 billion. To date, the company has raised $464 million in venture capital, most recently,$130 million in a Series F roundlast July. Coursera’s biggest institutional shareholders are New Enterprise Associates (18.3% of company stock), G Squared (15.9%) and Kleiner Perkins (9.2%).</p><p><b>Operating Results</b></p><p>The company earned $293 million in revenues for the fiscal year ended December 31, 2020, up 59% from 2019. Net losses widened by about $20 million year-on-year, reaching $66.8 million in 2020. Revenues shot up as a result of the Covid-19 pandemic’s effect on traditional education. In tandem with rising demand, operating costs associated with the company’s services rose, largely driven by the freemium content and marketing expenses. Coursera added over 12,000 new degree learners across the two years ended December 31, 2020 at an average acquisition cost of just below $2,000. The number of registered users rose by 65% year-on-year in 2020. Coursera’s accumulated deficit since its founding stood at $343.6 million as of December 31, 2020. The company does not expect to turn a profit in the foreseeable future.</p><p>The company’sCoursera for Campus,launched in late 2019to enable colleges to offer its library of MOOCs to their students, has been a key driver of recent revenue growth. At the start of the pandemic, Coursera made the program free to tertiary institutions until Sept. 30, 2020. Over 4,000 tertiary institutions from across the world signed up for the program, which, according to the company’s S-1 filing, makes it, “one of our fastest growing offerings”. As of December 31, 2020, over 130 tertiary institutions were paying for it.</p><p>At this point, it is hard to predict what the end of the pandemic would have on the company’s operating results.</p><p><b>The Strategy and Market Opportunity</b></p><p>Coursera is one of the most disruptive firms in the world. It has a flywheel approach to value creation, with significant price-to-cost advantages versus its competition. The company reported that about half of its new degree students in 2020 had been previously registered with Coursera and that its average student acquisition cost was less than $2,000. Its average student acquisition cost is lower than the industry standard. The edu-tech platform is able to efficiently acquire learners at scale because of the huge number of free, high-quality courses that it offers in partnership with top educational institutions and corporations; its ability to personalize content based on its wealth of data; the strength of word-of-mouth promotion by learners; the profitability of its affiliate paid marketing channel.</p><p>The platform offers a number of education tracks, for example:</p><ul><li>Specializations: A learner can pay between $39 and $99 a month for job-specific content across over 500 categories.</li><li>MasterTrack Certificates: For a quarter to a year, a learner can earn a certificate issued by a university-issued certificate. Prices range from $2,000 to $6,000.</li><li>Bachelor’s or Master’s Degrees: Fees range from $9,000 to $45,000.</li><li>Coursera for Enterprise: Through this platform, businesses, educational institutions and governments can deploy content to their learners.</li></ul><p>In response to the Covid-19 pandemic, Coursera partnered with over 330 government agencies across 30 U.S. states and cities and 70 countries as part of itsCoursera Workforce Recovery Initiative, which gave governments the chance to offer unemployed workers free access to thousands of business, data science, and technology courses from companies such as Amazon(NASDAQ:AMZN)and Google(NASDAQ:GOOG)(NASDAQ:GOOGL).</p><p>The company has 77 million registered learners, as well as over 2,000 businesses (including 25% of Fortune 500 companies) and 100 government agencies who paid for its enterprise offerings. The majority of its revenue (51%) was earned outside of the United States. Converting only a fraction of its 77 million registered users into paid users would change the economics of customer acquisition. The company’s present scale is a huge competitive advantage in the market.</p><p>A learner’s curriculum is designed to be “stackable”, which is to say that a learner can go through a domain in an incremental fashion. The company is able to leverage the huge volume of data it has accumulated from its over 220 million enrollments to personalize content. So, for example, Coursera’s Skills Graphs can suggest paths for job skills.</p><p>Coursera uses technology to drive down distribution costs, make content more affordable, extend access to less economically-endowed regions, help learners keep abreast of emerging skills, and grow its market opportunity. The Covid-19 pandemic has only accelerated secular trends towards the use of technology in education.</p><p>The size of the addressable market is massive and it’s easy to see why.An August 2020 study by the United Nationsdemonstrates the degree of disruption brought on by the Covid-19 pandemic: of the 1.6 billion students in 190 countries covered in the report, or 94% of the world’s students, were prevented from going to school because of Covid-19 pandemic related school closures.</p><p>In 2017, the World Bank indicated thatof the 200 million college students in the world, many do not have job-specific skills.</p><p>The Covid-19 pandemic and prior secular trends suggest that the future of education is in blended classrooms, job-specific education and continuous, lifelong education. Online learning platforms like Coursera will be the primary means through which educational content is delivered.</p><p>Globally, spending on higher education in 2019 was $2.2 trillion,according to HolonIQ. Spending on online degrees was $36 billion and is predicted to reach $74 billion by 2025.</p><p>With a huge, existing learner base; a strong brand; and the significant advantages detailed above, Coursera is likely to grab a significant amount of the market’s growth. Of thescenarios for the future of education, it seems that Coursera will continue to grow.</p><p><b>Conclusion</b></p><p>Coursera seems poised to meet the challenges of a changing education landscape. With its vast, existing user base, its flywheel model, its competitive advantages, and its existence in a huge and growing addressable market, the company is likely to do very well. The company’s value proposition is compelling. However, long run success does not equate to a good investment in the short run. An unprofitable company like Coursera is likely to be very volatile on the markets until it reaches profitability. It is better to wait for Coursera to turn a profit before investing in the company.</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>Coursera: The Education Disruptor Goes Public</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\">\nCoursera: The Education Disruptor Goes Public\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-03-30 17:01 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4413745-coursera-education-disruptor-goes-public><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryThe company is growing rapidly as a result of secular trends as well as the Covid-19 pandemic.It is operating in a huge addressable market that is likely to grow for the foreseeable future....</p>\n\n<a href=\"https://seekingalpha.com/article/4413745-coursera-education-disruptor-goes-public\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/7cedd6cbf23bbe97eaec389fb0773ed6","relate_stocks":{"COUR":"Coursera, Inc."},"source_url":"https://seekingalpha.com/article/4413745-coursera-education-disruptor-goes-public","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"1163996400","content_text":"SummaryThe company is growing rapidly as a result of secular trends as well as the Covid-19 pandemic.It is operating in a huge addressable market that is likely to grow for the foreseeable future.Coursera enjoys many competitive advantages, among them a large, existing user base, price-to-cost advantages, and the ability to personalize content as a result of its trove of data.Given its scale, and competitive advantages, the company should win an outsized share of its market opportunity.However, because the company has not turned a profit, there is a chance that its stock may be too volatile in the near term. Buying when the company turns a profit is the safer bet.Coursera (COURS), the online learning platform founded in 2012 by former Stanford University computer science professors Daphne Koller and Andrew Ng, filed itsIPO prospectuswith the Securities and Exchange Commission (SEC). The Mountain View, California-based company offers individuals access to over 4,000 Massive Open Online Courses (MOOCs) from 200 educational institutions and corporations. The company also offers over two dozen degree programs at prices lower than what a learner would pay at a traditional, in-person institution. As the company grows its offering, it will be able to compete head-to-head with other “online program management” (OPM) providers, such as 2U(NASDAQ:TWOU), which is already publicly traded, and Noodle Partners.Ng’sshareholder letter in the S-1articulated clearly just what the company is about:“We believe that education is the source of human progress. In today’s economy in which the skills needed to succeed are rapidly evolving, education is becoming more important than ever. As automation and digital disruption are poised to replace unprecedented numbers of jobs worldwide, giving workers the opportunity to upskill and reskill will be crucial to raising global living standards and increasing social equity. Online education will play a critical role, enabling anyone, anywhere, to gain the valuable skills they need to earn a living in an increasingly digital economy.”The filing lists Morgan Stanley, Goldman Sachs and Citigroup as underwriters. The number of shares and the price range of the proposed offering are yet to be determined.According to PitchBook data, Coursera’s most recent valuation in the private markets was $2.5 billion. To date, the company has raised $464 million in venture capital, most recently,$130 million in a Series F roundlast July. Coursera’s biggest institutional shareholders are New Enterprise Associates (18.3% of company stock), G Squared (15.9%) and Kleiner Perkins (9.2%).Operating ResultsThe company earned $293 million in revenues for the fiscal year ended December 31, 2020, up 59% from 2019. Net losses widened by about $20 million year-on-year, reaching $66.8 million in 2020. Revenues shot up as a result of the Covid-19 pandemic’s effect on traditional education. In tandem with rising demand, operating costs associated with the company’s services rose, largely driven by the freemium content and marketing expenses. Coursera added over 12,000 new degree learners across the two years ended December 31, 2020 at an average acquisition cost of just below $2,000. The number of registered users rose by 65% year-on-year in 2020. Coursera’s accumulated deficit since its founding stood at $343.6 million as of December 31, 2020. The company does not expect to turn a profit in the foreseeable future.The company’sCoursera for Campus,launched in late 2019to enable colleges to offer its library of MOOCs to their students, has been a key driver of recent revenue growth. At the start of the pandemic, Coursera made the program free to tertiary institutions until Sept. 30, 2020. Over 4,000 tertiary institutions from across the world signed up for the program, which, according to the company’s S-1 filing, makes it, “one of our fastest growing offerings”. As of December 31, 2020, over 130 tertiary institutions were paying for it.At this point, it is hard to predict what the end of the pandemic would have on the company’s operating results.The Strategy and Market OpportunityCoursera is one of the most disruptive firms in the world. It has a flywheel approach to value creation, with significant price-to-cost advantages versus its competition. The company reported that about half of its new degree students in 2020 had been previously registered with Coursera and that its average student acquisition cost was less than $2,000. Its average student acquisition cost is lower than the industry standard. The edu-tech platform is able to efficiently acquire learners at scale because of the huge number of free, high-quality courses that it offers in partnership with top educational institutions and corporations; its ability to personalize content based on its wealth of data; the strength of word-of-mouth promotion by learners; the profitability of its affiliate paid marketing channel.The platform offers a number of education tracks, for example:Specializations: A learner can pay between $39 and $99 a month for job-specific content across over 500 categories.MasterTrack Certificates: For a quarter to a year, a learner can earn a certificate issued by a university-issued certificate. Prices range from $2,000 to $6,000.Bachelor’s or Master’s Degrees: Fees range from $9,000 to $45,000.Coursera for Enterprise: Through this platform, businesses, educational institutions and governments can deploy content to their learners.In response to the Covid-19 pandemic, Coursera partnered with over 330 government agencies across 30 U.S. states and cities and 70 countries as part of itsCoursera Workforce Recovery Initiative, which gave governments the chance to offer unemployed workers free access to thousands of business, data science, and technology courses from companies such as Amazon(NASDAQ:AMZN)and Google(NASDAQ:GOOG)(NASDAQ:GOOGL).The company has 77 million registered learners, as well as over 2,000 businesses (including 25% of Fortune 500 companies) and 100 government agencies who paid for its enterprise offerings. The majority of its revenue (51%) was earned outside of the United States. Converting only a fraction of its 77 million registered users into paid users would change the economics of customer acquisition. The company’s present scale is a huge competitive advantage in the market.A learner’s curriculum is designed to be “stackable”, which is to say that a learner can go through a domain in an incremental fashion. The company is able to leverage the huge volume of data it has accumulated from its over 220 million enrollments to personalize content. So, for example, Coursera’s Skills Graphs can suggest paths for job skills.Coursera uses technology to drive down distribution costs, make content more affordable, extend access to less economically-endowed regions, help learners keep abreast of emerging skills, and grow its market opportunity. The Covid-19 pandemic has only accelerated secular trends towards the use of technology in education.The size of the addressable market is massive and it’s easy to see why.An August 2020 study by the United Nationsdemonstrates the degree of disruption brought on by the Covid-19 pandemic: of the 1.6 billion students in 190 countries covered in the report, or 94% of the world’s students, were prevented from going to school because of Covid-19 pandemic related school closures.In 2017, the World Bank indicated thatof the 200 million college students in the world, many do not have job-specific skills.The Covid-19 pandemic and prior secular trends suggest that the future of education is in blended classrooms, job-specific education and continuous, lifelong education. Online learning platforms like Coursera will be the primary means through which educational content is delivered.Globally, spending on higher education in 2019 was $2.2 trillion,according to HolonIQ. Spending on online degrees was $36 billion and is predicted to reach $74 billion by 2025.With a huge, existing learner base; a strong brand; and the significant advantages detailed above, Coursera is likely to grab a significant amount of the market’s growth. Of thescenarios for the future of education, it seems that Coursera will continue to grow.ConclusionCoursera seems poised to meet the challenges of a changing education landscape. With its vast, existing user base, its flywheel model, its competitive advantages, and its existence in a huge and growing addressable market, the company is likely to do very well. The company’s value proposition is compelling. However, long run success does not equate to a good investment in the short run. An unprofitable company like Coursera is likely to be very volatile on the markets until it reaches profitability. It is better to wait for Coursera to turn a profit before investing in the company.","news_type":1},"isVote":1,"tweetType":1,"viewCount":135,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3575408338074495","authorId":"3575408338074495","name":"我发大财了","avatar":"https://community-static.tradeup.com/news/850ce10f8979981b703d0999ccb63c31","crmLevel":7,"crmLevelSwitch":1,"idStr":"3575408338074495","authorIdStr":"3575408338074495"},"content":"Respond to my comment please","text":"Respond to my comment please","html":"Respond to my comment please"}],"imageCount":0,"langContent":"EN","totalScore":0},{"id":315821856,"gmtCreate":1612233314975,"gmtModify":1704868522440,"author":{"id":"3563577781679506","authorId":"3563577781679506","name":"Samuel.L","avatar":"https://static.tigerbbs.com/1186b61f5b04203ae75a2949bd647713","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3563577781679506","authorIdStr":"3563577781679506"},"themes":[],"htmlText":"Korean car manufacturers not making EV ?","listText":"Korean car manufacturers not making EV ?","text":"Korean car manufacturers not making EV ?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":7,"repostSize":0,"link":"https://ttm.financial/post/315821856","repostId":"2108204629","repostType":4,"repost":{"id":"2108204629","pubTimestamp":1612216800,"share":"https://ttm.financial/m/news/2108204629?lang=&edition=fundamental","pubTime":"2021-02-02 06:00","market":"us","language":"en","title":"Koreans Buy Tesla, GameStop as Foreign Stock Buying Hits Record","url":"https://stock-news.laohu8.com/highlight/detail?id=2108204629","media":"Bloomberg","summary":"(Bloomberg) -- South Korean traders piled into U.S. stocks like GameStop Corp. and Tesla Inc. in Jan","content":"<p>(Bloomberg) -- South Korean traders piled into U.S. stocks like GameStop Corp. and Tesla Inc. in January, driving their buying of overseas equities to a record high in January.</p>\n<p>Korean individual and institutional investors bought a net $5 billion of foreign stocks in January, their most-ever monthly tally since 2011, when the Korea Securities Depository began collecting data.</p>\n<p>Their positions now include $10 billion in Tesla Inc. shares -- the largest for any stock -- as well as about $265 million in GameStop Corp., KSD’s data show. GameStop, an unprofitable videogame retailer, has drawn day traders globally, including from India and China.</p>\n<p>With U.S. stocks representing some 80% of their holdings, Korean retail investors are “highly exposed” to U.S. market risks, Goldman Sachs senior Asia economist Goohoon Kwon said in a note on Sunday.</p>\n<p>“With their heavy buying during a global equity rally in late 2020, a 10% market correction for example could put <a href=\"https://laohu8.com/S/AONE\">one</a>-third of their holdings in the red,” Kwon wrote.</p>\n<p>GameStop’s Wild Ride Has Indian Retail Traders Joining In</p>\n<p>Korea’s retail investors, having buoyed their domestic markets, turned to the U.S. and especially tech stocks like Tesla and Apple Inc. for returns last year.</p>\n<p>The benchmark Kospi surged 31% in 2020, making the Korean bourse the world’s best performer after that of Nigeria’s.</p>\n<p>Regulators in Seoul have been warning retail investors, and especially those indulging in “reckless borrowing” to be cautious about investing overseas.</p>","source":"lsy1584095487587","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Koreans Buy Tesla, GameStop as Foreign Stock Buying Hits Record</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\">\nKoreans Buy Tesla, GameStop as Foreign Stock Buying Hits Record\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-02-02 06:00 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://finance.yahoo.com/news/koreans-buy-tesla-gamestop-foreign-220000638.html><strong>Bloomberg</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>(Bloomberg) -- South Korean traders piled into U.S. stocks like GameStop Corp. and Tesla Inc. in January, driving their buying of overseas equities to a record high in January.\nKorean individual and ...</p>\n\n<a href=\"https://finance.yahoo.com/news/koreans-buy-tesla-gamestop-foreign-220000638.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/e8072f430a11c7afe1d06a76ae230c56","relate_stocks":{"TSLA":"特斯拉","GME":"游戏驿站"},"source_url":"https://finance.yahoo.com/news/koreans-buy-tesla-gamestop-foreign-220000638.html","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2108204629","content_text":"(Bloomberg) -- South Korean traders piled into U.S. stocks like GameStop Corp. and Tesla Inc. in January, driving their buying of overseas equities to a record high in January.\nKorean individual and institutional investors bought a net $5 billion of foreign stocks in January, their most-ever monthly tally since 2011, when the Korea Securities Depository began collecting data.\nTheir positions now include $10 billion in Tesla Inc. shares -- the largest for any stock -- as well as about $265 million in GameStop Corp., KSD’s data show. GameStop, an unprofitable videogame retailer, has drawn day traders globally, including from India and China.\nWith U.S. stocks representing some 80% of their holdings, Korean retail investors are “highly exposed” to U.S. market risks, Goldman Sachs senior Asia economist Goohoon Kwon said in a note on Sunday.\n“With their heavy buying during a global equity rally in late 2020, a 10% market correction for example could put one-third of their holdings in the red,” Kwon wrote.\nGameStop’s Wild Ride Has Indian Retail Traders Joining In\nKorea’s retail investors, having buoyed their domestic markets, turned to the U.S. and especially tech stocks like Tesla and Apple Inc. for returns last year.\nThe benchmark Kospi surged 31% in 2020, making the Korean bourse the world’s best performer after that of Nigeria’s.\nRegulators in Seoul have been warning retail investors, and especially those indulging in “reckless borrowing” to be cautious about investing overseas.","news_type":1},"isVote":1,"tweetType":1,"viewCount":168,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3563577781679506","authorId":"3563577781679506","name":"Samuel.L","avatar":"https://static.tigerbbs.com/1186b61f5b04203ae75a2949bd647713","crmLevel":4,"crmLevelSwitch":0,"idStr":"3563577781679506","authorIdStr":"3563577781679506"},"content":"Please like my Comments (:","text":"Please like my Comments (:","html":"Please like my Comments (:"}],"imageCount":0,"langContent":"EN","totalScore":0},{"id":886570957,"gmtCreate":1631609803679,"gmtModify":1676530589094,"author":{"id":"3563577781679506","authorId":"3563577781679506","name":"Samuel.L","avatar":"https://static.tigerbbs.com/1186b61f5b04203ae75a2949bd647713","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3563577781679506","authorIdStr":"3563577781679506"},"themes":[],"htmlText":"Let’s go apple","listText":"Let’s go apple","text":"Let’s go apple","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":6,"repostSize":0,"link":"https://ttm.financial/post/886570957","repostId":"2167630550","repostType":4,"repost":{"id":"2167630550","pubTimestamp":1631516701,"share":"https://ttm.financial/m/news/2167630550?lang=&edition=fundamental","pubTime":"2021-09-13 15:05","market":"us","language":"en","title":"Here's what Apple is expected to announce at its iPhone 13 launch event Tuesday","url":"https://stock-news.laohu8.com/highlight/detail?id=2167630550","media":"MarketWatch","summary":"Apple looks to refocus on the iPhone after App Store legal blow. Apple is set to unveil new devices at a Tuesday event.Fresh off a legal sting in its battle over App Store payment practices, Apple Inc. will be looking to refocus attention back on its technology with its upcoming iPhone reveal.The smartphone giant is expected to unveil its iPhone 13 lineup -- as well as new smartwatches, headphones and possibly more -- during its annual fall event Tuesday. The announcements will come just days af","content":"<p>Apple looks to refocus on the iPhone after App Store legal blow</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/1306d1e47e19f9fe4f1d6a24c7e3ba44\" tg-width=\"700\" tg-height=\"466\" width=\"100%\" height=\"auto\"><span>Apple is set to unveil new devices at a Tuesday event.</span></p>\n<p>Fresh off a legal sting in its battle over App Store payment practices, Apple Inc. will be looking to refocus attention back on its technology with its upcoming iPhone reveal.</p>\n<p>The smartphone giant is expected to unveil its iPhone 13 lineup -- as well as new smartwatches, headphones and possibly more -- during its annual fall event Tuesday. The announcements will come just days after a federal judge ruled that Apple <a href=\"https://laohu8.com/S/AAPL\">$(AAPL)$</a> could no longer prohibit app developers from offering alternate payment options beyond Apple's own in-app payment service, in a signal of the increasing backlash against the dominance of big technology companies.</p>\n<p>But the average iPhone user is likely unconcerned with the machinations of in-app payments, and they will be Apple's target audience as the company rolls out its new lineup. The phones are expected to feature improvements to camera and video functions but have a similar design to last year's models.</p>\n<p>The rumored upgrades mark perhaps more incremental improvements to the iPhone, unlike a year ago, when Apple brought 5G connectivity to its handsets for the first time and changed the phone's design. The iPhone 12 lineup has been selling well, and analysts seem generally upbeat about potential demand for the iPhone 13 family as well, despite what could be a lack of blockbuster feature upgrades.</p>\n<p>\"Given an improved economy, expanded 5G coverage, and low 5G smartphone ownership, we expect the iPhone 13 family to receive an enthusiastic reception,\" wrote Monness, Crespi, Hardt &amp; Co. analyst Brian White.</p>\n<p>Here's what to watch for at Tuesday's event, which kicks off virtually at 1 p.m. ET.</p>\n<p><b>iPhone</b></p>\n<p>The iPhone has been the centerpiece of Apple's fall events and should be again this year.</p>\n<p>The company is expected to roll out four new phones, just as it did last year, featuring a similar design. One possible change from a visual standpoint is a smaller notch on the top of the phones, but otherwise the devices shouldn't look too different from their predecessors. MacRumors predicts that some rumored changes, like the disappearance of the Lightning charging port or the return of a fingerprint sensor, won't actually manifest in the upcoming models.</p>\n<p>Apple isn't likely to change the sizes of its phones this year, according to MacRumors, which is looking for the company to roll out a 5.4-inch iPhone mini, a 6.1-inch iPhone, a 6.1-inch iPhone Pro and a 6.7-inch iPhone Pro Max.</p>\n<p>The biggest improvements could come to the camera. Apple is reportedly planning to introduce a video version of its Portrait Mode setting, according to Bloomberg News, which would let users capture videos with blurred backgrounds. The company is also looking to add a ProRes recording capability that would allow for high-resolution footage as well as new photo-diting functions that would let people make pictures warmer or cooler, without affecting the white tones, per the report.</p>\n<p>There's also been talk of potential satellite capabilities in the next iPhones. Shares of satellite-communications company Globalstar Inc. surged after a report indicated that Apple was including low-earth orbit <a href=\"https://laohu8.com/S/LEO\">$(LEO)$</a> satellite communications so that users would be able to place calls or send messages without 4G or 5G cellular connections, but a second report suggested that Apple may limit this feature to emergency communications.</p>\n<p><b>Augmented reality</b></p>\n<p>Apple's landing page for the Sept. 14 event contained an Easter egg for iPhone users, allowing them to click on the Apple logo and view it in augmented reality on top of their surroundings. That suggests to <a href=\"https://laohu8.com/S/EFFE\">Global X</a> research analyst Pedro Palandrani that the company could be planning a significant AR announcement.</p>\n<p>The \"easy answer\" is that Apple would introduce a new AR feature for the iPhone, but there's \"not much to do there at this point,\" Palandrani told MarketWatch. \"I wouldn't be surprised if we get to see some Apple glasses,\" he continued, referring to the oft-discussed possibility that Apple would develop a form of AR glasses. <a href=\"https://laohu8.com/S/FB\">Facebook</a> Inc. (FB) recently unveiled its own pair of smart glasses.</p>\n<p>Whether Apple would be able to sell the hypothetical smart glasses immediately remains a question for Palandrani, given supply constraints impacting the broader consumer-electronics industry.</p>\n<p>\"Maybe they don't have the ability at this time to mass manufacture that type of device,\" he said, but in the near term, it's \"certainly a possibility.\"</p>\n<p>Evercore ISI analyst Amit Daryanani wrote that he sees \"a LONG SHOT that we finally get an AR/VR product announcement.\"</p>\n<p><b>Apple Watch</b></p>\n<p>Apple could be planning a design change to its next Apple Watch, as rumors indicate the company is looking to slightly increase its screen sizes and make the casing style more similar to what's seen on the iPhone 12 line.</p>\n<p>The Apple Watch 7 could come in 41-millimeter and 45-millimeter screen sizes, according to Bloomberg News, up from 40 millimeters and 44 millimeters currently. Bloomberg isn't anticipating any meaningful health upgrades, noting that a body-temperature scanner may not show up until next year's models come out.</p>\n<p>The devices are expected to have a flat-edged look, according to MacRumors, similar to what the iPhone 12 line sports. There were indications that Apple faced production issues with the Apple Watch 7, mainly due to the new design, but MacRumors cited a recent report from noted Apple analyst Ming-Chi Kuo, who said that Apple has resolved its issues and still looks to be on track with its planned launch.</p>\n<p><b>AirPods</b></p>\n<p>Apple could also be set to launch a refreshed version of its entry-level AirPods headphones. Beyond the base model, Apple offers a Pro version of the earbuds and a set of high-quality, over-the-ear headphones, and Apple may borrow some features from those as it jazzes up its regular AirPods.</p>\n<p>To start, the company is expected to change up the design a bit, putting a shorter stem on the new AirPods, similar to what's seen on the AirPods Pro. A CNet roundup notes that Apple is rumored to be planning for the introduction of spatial-audio technology to the basic AirPods.</p>\n<p>Apple may intend to leave out noise-cancelling functions on this upcoming AirPods model, per a report from Bloomberg News that came out late last year.</p>","source":"lsy1603348471595","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Here's what Apple is expected to announce at its iPhone 13 launch event Tuesday</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\">\nHere's what Apple is expected to announce at its iPhone 13 launch event Tuesday\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-09-13 15:05 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.marketwatch.com/story/heres-what-apple-is-expected-to-announce-at-its-iphone-13-launch-event-tuesday-11631480093?mod=home-page><strong>MarketWatch</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Apple looks to refocus on the iPhone after App Store legal blow\nApple is set to unveil new devices at a Tuesday event.\nFresh off a legal sting in its battle over App Store payment practices, Apple Inc...</p>\n\n<a href=\"https://www.marketwatch.com/story/heres-what-apple-is-expected-to-announce-at-its-iphone-13-launch-event-tuesday-11631480093?mod=home-page\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{},"source_url":"https://www.marketwatch.com/story/heres-what-apple-is-expected-to-announce-at-its-iphone-13-launch-event-tuesday-11631480093?mod=home-page","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2167630550","content_text":"Apple looks to refocus on the iPhone after App Store legal blow\nApple is set to unveil new devices at a Tuesday event.\nFresh off a legal sting in its battle over App Store payment practices, Apple Inc. will be looking to refocus attention back on its technology with its upcoming iPhone reveal.\nThe smartphone giant is expected to unveil its iPhone 13 lineup -- as well as new smartwatches, headphones and possibly more -- during its annual fall event Tuesday. The announcements will come just days after a federal judge ruled that Apple $(AAPL)$ could no longer prohibit app developers from offering alternate payment options beyond Apple's own in-app payment service, in a signal of the increasing backlash against the dominance of big technology companies.\nBut the average iPhone user is likely unconcerned with the machinations of in-app payments, and they will be Apple's target audience as the company rolls out its new lineup. The phones are expected to feature improvements to camera and video functions but have a similar design to last year's models.\nThe rumored upgrades mark perhaps more incremental improvements to the iPhone, unlike a year ago, when Apple brought 5G connectivity to its handsets for the first time and changed the phone's design. The iPhone 12 lineup has been selling well, and analysts seem generally upbeat about potential demand for the iPhone 13 family as well, despite what could be a lack of blockbuster feature upgrades.\n\"Given an improved economy, expanded 5G coverage, and low 5G smartphone ownership, we expect the iPhone 13 family to receive an enthusiastic reception,\" wrote Monness, Crespi, Hardt & Co. analyst Brian White.\nHere's what to watch for at Tuesday's event, which kicks off virtually at 1 p.m. ET.\niPhone\nThe iPhone has been the centerpiece of Apple's fall events and should be again this year.\nThe company is expected to roll out four new phones, just as it did last year, featuring a similar design. One possible change from a visual standpoint is a smaller notch on the top of the phones, but otherwise the devices shouldn't look too different from their predecessors. MacRumors predicts that some rumored changes, like the disappearance of the Lightning charging port or the return of a fingerprint sensor, won't actually manifest in the upcoming models.\nApple isn't likely to change the sizes of its phones this year, according to MacRumors, which is looking for the company to roll out a 5.4-inch iPhone mini, a 6.1-inch iPhone, a 6.1-inch iPhone Pro and a 6.7-inch iPhone Pro Max.\nThe biggest improvements could come to the camera. Apple is reportedly planning to introduce a video version of its Portrait Mode setting, according to Bloomberg News, which would let users capture videos with blurred backgrounds. The company is also looking to add a ProRes recording capability that would allow for high-resolution footage as well as new photo-diting functions that would let people make pictures warmer or cooler, without affecting the white tones, per the report.\nThere's also been talk of potential satellite capabilities in the next iPhones. Shares of satellite-communications company Globalstar Inc. surged after a report indicated that Apple was including low-earth orbit $(LEO)$ satellite communications so that users would be able to place calls or send messages without 4G or 5G cellular connections, but a second report suggested that Apple may limit this feature to emergency communications.\nAugmented reality\nApple's landing page for the Sept. 14 event contained an Easter egg for iPhone users, allowing them to click on the Apple logo and view it in augmented reality on top of their surroundings. That suggests to Global X research analyst Pedro Palandrani that the company could be planning a significant AR announcement.\nThe \"easy answer\" is that Apple would introduce a new AR feature for the iPhone, but there's \"not much to do there at this point,\" Palandrani told MarketWatch. \"I wouldn't be surprised if we get to see some Apple glasses,\" he continued, referring to the oft-discussed possibility that Apple would develop a form of AR glasses. Facebook Inc. (FB) recently unveiled its own pair of smart glasses.\nWhether Apple would be able to sell the hypothetical smart glasses immediately remains a question for Palandrani, given supply constraints impacting the broader consumer-electronics industry.\n\"Maybe they don't have the ability at this time to mass manufacture that type of device,\" he said, but in the near term, it's \"certainly a possibility.\"\nEvercore ISI analyst Amit Daryanani wrote that he sees \"a LONG SHOT that we finally get an AR/VR product announcement.\"\nApple Watch\nApple could be planning a design change to its next Apple Watch, as rumors indicate the company is looking to slightly increase its screen sizes and make the casing style more similar to what's seen on the iPhone 12 line.\nThe Apple Watch 7 could come in 41-millimeter and 45-millimeter screen sizes, according to Bloomberg News, up from 40 millimeters and 44 millimeters currently. Bloomberg isn't anticipating any meaningful health upgrades, noting that a body-temperature scanner may not show up until next year's models come out.\nThe devices are expected to have a flat-edged look, according to MacRumors, similar to what the iPhone 12 line sports. There were indications that Apple faced production issues with the Apple Watch 7, mainly due to the new design, but MacRumors cited a recent report from noted Apple analyst Ming-Chi Kuo, who said that Apple has resolved its issues and still looks to be on track with its planned launch.\nAirPods\nApple could also be set to launch a refreshed version of its entry-level AirPods headphones. Beyond the base model, Apple offers a Pro version of the earbuds and a set of high-quality, over-the-ear headphones, and Apple may borrow some features from those as it jazzes up its regular AirPods.\nTo start, the company is expected to change up the design a bit, putting a shorter stem on the new AirPods, similar to what's seen on the AirPods Pro. A CNet roundup notes that Apple is rumored to be planning for the introduction of spatial-audio technology to the basic AirPods.\nApple may intend to leave out noise-cancelling functions on this upcoming AirPods model, per a report from Bloomberg News that came out late last year.","news_type":1},"isVote":1,"tweetType":1,"viewCount":90,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":831704790,"gmtCreate":1629346055610,"gmtModify":1676530010346,"author":{"id":"3563577781679506","authorId":"3563577781679506","name":"Samuel.L","avatar":"https://static.tigerbbs.com/1186b61f5b04203ae75a2949bd647713","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3563577781679506","authorIdStr":"3563577781679506"},"themes":[],"htmlText":"Apple let’s go","listText":"Apple let’s go","text":"Apple let’s go","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":4,"repostSize":0,"link":"https://ttm.financial/post/831704790","repostId":"1118856541","repostType":4,"repost":{"id":"1118856541","pubTimestamp":1629345442,"share":"https://ttm.financial/m/news/1118856541?lang=&edition=fundamental","pubTime":"2021-08-19 11:57","market":"us","language":"en","title":"Apple Seeing Surging China iPhone Demand, Analyst Says","url":"https://stock-news.laohu8.com/highlight/detail?id=1118856541","media":"Barrons","summary":"Apple is seeing huge demand for iPhones in China, a positive sign as the company heads into the expe","content":"<p>Apple is seeing huge demand for iPhones in China, a positive sign as the company heads into the expected launch of a new version of its flagship product sometime in September.</p>\n<p>In a research note, Morgan Stanley analyst Katy Huberty writes that based on disclosures from China’s Academy for Information and Communications Technology, she estimates Apple’s (ticker: AAPL) iPhone shipments in China in July were up 79% on a year-over-year basis, while China’s own handset vendors saw just a 27% increase over the same period. She also&nbsp;estimates that Apple grew its share of the installed base of smartphones in China by 90 basis points in the latest month to 20.7%, a 27-month high. (A basis point is 1/100th of a percentage point.)</p>\n<p>Huberty estimates that both&nbsp;Samsung Electronics&nbsp;and Huawei Technologies lost market share in China in the latest month, with small market-share gains for the domestic phone makers Oppo, Vivo, and Xiaomi.</p>\n<p>She says that the iPhone 12 and iPhone 12 Pro Max are the most popular models in China, but that iPhone 11 sales remain “resilient.”</p>\n<p>“We believe these data points support our view that the iPhone can see continued shipment strength after the launch of the new iPhone 13 model” this fall, she writes.</p>","source":"lsy1601382232898","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Apple Seeing Surging China iPhone Demand, Analyst Says</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 Seeing Surging China iPhone Demand, Analyst Says\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-08-19 11:57 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.barrons.com/articles/apple-seeing-surging-china-iphone-demand-analyst-says-51629302575?mod=RTA><strong>Barrons</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Apple is seeing huge demand for iPhones in China, a positive sign as the company heads into the expected launch of a new version of its flagship product sometime in September.\nIn a research note, ...</p>\n\n<a href=\"https://www.barrons.com/articles/apple-seeing-surging-china-iphone-demand-analyst-says-51629302575?mod=RTA\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AAPL":"苹果"},"source_url":"https://www.barrons.com/articles/apple-seeing-surging-china-iphone-demand-analyst-says-51629302575?mod=RTA","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1118856541","content_text":"Apple is seeing huge demand for iPhones in China, a positive sign as the company heads into the expected launch of a new version of its flagship product sometime in September.\nIn a research note, Morgan Stanley analyst Katy Huberty writes that based on disclosures from China’s Academy for Information and Communications Technology, she estimates Apple’s (ticker: AAPL) iPhone shipments in China in July were up 79% on a year-over-year basis, while China’s own handset vendors saw just a 27% increase over the same period. She also estimates that Apple grew its share of the installed base of smartphones in China by 90 basis points in the latest month to 20.7%, a 27-month high. (A basis point is 1/100th of a percentage point.)\nHuberty estimates that both Samsung Electronics and Huawei Technologies lost market share in China in the latest month, with small market-share gains for the domestic phone makers Oppo, Vivo, and Xiaomi.\nShe says that the iPhone 12 and iPhone 12 Pro Max are the most popular models in China, but that iPhone 11 sales remain “resilient.”\n“We believe these data points support our view that the iPhone can see continued shipment strength after the launch of the new iPhone 13 model” this fall, she writes.","news_type":1},"isVote":1,"tweetType":1,"viewCount":221,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":115873704,"gmtCreate":1622978783008,"gmtModify":1704194018138,"author":{"id":"3563577781679506","authorId":"3563577781679506","name":"Samuel.L","avatar":"https://static.tigerbbs.com/1186b61f5b04203ae75a2949bd647713","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3563577781679506","authorIdStr":"3563577781679506"},"themes":[],"htmlText":"Apple let’s go !","listText":"Apple let’s go !","text":"Apple let’s go !","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":4,"repostSize":0,"link":"https://ttm.financial/post/115873704","repostId":"1165368747","repostType":4,"repost":{"id":"1165368747","pubTimestamp":1622940597,"share":"https://ttm.financial/m/news/1165368747?lang=&edition=fundamental","pubTime":"2021-06-06 08:49","market":"us","language":"en","title":"Apple’s 2021 WWDC Keynote Is Monday. Expect a Few Surprises.","url":"https://stock-news.laohu8.com/highlight/detail?id=1165368747","media":"Barrons","summary":"Apple next week holds its annual Worldwide Developers Conference, to be conducted virtually for the second year in a row due to the Covid-19 pandemic.The WWDC kicks off Monday with a two-hour keynote presentation by CEO Tim Cook and other executives. WWDC is generally used to unveil updates to the company’s various operating systems—MacOS for Macs, iOS for the iPhone, WatchOS for Apple Watch, tvOS for Apple TV set-top boxes, and iPadOS, a variation of iOS for iPads.Wedbush analyst Dan Ives expec","content":"<p>Apple next week holds its annual Worldwide Developers Conference, to be conducted virtually for the second year in a row due to the Covid-19 pandemic.</p><p>The WWDC kicks off Monday with a two-hour keynote presentation by CEO Tim Cook and other executives. WWDC is generally used to unveil updates to the company’s various operating systems—MacOS for Macs, iOS for the iPhone, WatchOS for Apple Watch, tvOS for Apple TV set-top boxes, and iPadOS, a variation of iOS for iPads.</p><p>New hardware announcements are possible, but the exception to the rule. This is, after all, an event for software developers.</p><p>Last year,Apple (ticker: AAPL) also used the event to unveil the M1 processor, a chip designed by the company that has replacedIntelparts in some MacBooks and iPads. By the time the announcement came, the launch had been widely anticipated by analysts and media.</p><p>There’s not nearly as much buzz heading into this year’s event, but Apple still manages to provide surprises. Expect a few this year.</p><p>Wedbush analyst Dan Ives expects the focus to be on the usual range of operating-system updates, including&nbsp;iOS 15, which he thinks will include new privacy protections, notification and lock-screen updates, and some new features in iMessage. As Ives noted, the most recent update to the iPhone software,iOS 14.5, includes an opt-in feature for tracking consumer behavior that has infuriated&nbsp;Facebook(FB) and other companies that rely on that data to target advertising.</p><p>Ives also thinks Apple will unveil new MacBook Pros at both 14-inch and 16-inch screen sizes, both driven by the M1 chip. He thinks Apple will wait until next summer to launch Apple Glasses, an expected augmented-reality product. He foresees a 2024 arrival for Apple Car.</p><p>Morgan Stanley analyst Katy Huberty pointed out in a research note that WWDC historically hasn’t given a boost to Apple shares. Over the past 10 years, she wrote, the stock on average has underperformed the&nbsp;S&amp;P 500&nbsp;by a little over a percentage point in both the week and two weeks immediately following the event.</p><p>Over the past year, though, the stock has responded more strongly to WWDC, Huberty said. She sees some potential for a positive response by investors this time, in particular if there are significant hardware announcements.</p><p>“While we expect the majority of software/operating system upgrades to be more evolutionary than last year, we do believe Apple will highlight efforts to broaden the use of in-house designed silicon, and potentially launch a new MacBook with the Apple silicon, making this year’s WWDC a potentially more significant catalyst than years past,” Huberty wrote.</p><p>As Huberty noted,<i>Nikkei Asia</i>&nbsp;reported in April&nbsp;that&nbsp;Taiwan Semiconductor(TSM) has been in mass production on the successor to the M1, which seems to be called the&nbsp;M2. She sees a possibility that Apple will unveil the first M2-powered Macs at the event.</p><p>Huberty remains bullish on the Mac business,which grew 70% in the March quarter&nbsp;amid widespread demand for laptops during the pandemic. She estimates that Apple had 7.7% of the PC market in calendar 2020 and sees potential for Apple’s slice of the pie to expand to be comparable to the company’s 16% share in the smartphone market. If that happens, she said, Macs alone could be a $68 billion run-rate business by 2025, more than double its current size.</p><p>As for updates to the various Apple operating systems, Huberty pointed to&nbsp;a Bloomberg story in April&nbsp;that said the company was planning to update how iOS handles notifications, a new iPad home screen, an updated lock screen, and various privacy updates.</p><p>On Friday, Apple shares rallied about 1.9%, to $125.89. The stock is down about 5% year to date but up about 43% since last year’s WWDC.</p>","source":"lsy1601382232898","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Apple’s 2021 WWDC Keynote Is Monday. Expect a Few Surprises.</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 2021 WWDC Keynote Is Monday. Expect a Few Surprises.\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-06-06 08:49 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.barrons.com/articles/apple-2021-wwdc-51622820857?mod=hp_DAY_Theme_1_2><strong>Barrons</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Apple next week holds its annual Worldwide Developers Conference, to be conducted virtually for the second year in a row due to the Covid-19 pandemic.The WWDC kicks off Monday with a two-hour keynote ...</p>\n\n<a href=\"https://www.barrons.com/articles/apple-2021-wwdc-51622820857?mod=hp_DAY_Theme_1_2\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AAPL":"苹果"},"source_url":"https://www.barrons.com/articles/apple-2021-wwdc-51622820857?mod=hp_DAY_Theme_1_2","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1165368747","content_text":"Apple next week holds its annual Worldwide Developers Conference, to be conducted virtually for the second year in a row due to the Covid-19 pandemic.The WWDC kicks off Monday with a two-hour keynote presentation by CEO Tim Cook and other executives. WWDC is generally used to unveil updates to the company’s various operating systems—MacOS for Macs, iOS for the iPhone, WatchOS for Apple Watch, tvOS for Apple TV set-top boxes, and iPadOS, a variation of iOS for iPads.New hardware announcements are possible, but the exception to the rule. This is, after all, an event for software developers.Last year,Apple (ticker: AAPL) also used the event to unveil the M1 processor, a chip designed by the company that has replacedIntelparts in some MacBooks and iPads. By the time the announcement came, the launch had been widely anticipated by analysts and media.There’s not nearly as much buzz heading into this year’s event, but Apple still manages to provide surprises. Expect a few this year.Wedbush analyst Dan Ives expects the focus to be on the usual range of operating-system updates, including iOS 15, which he thinks will include new privacy protections, notification and lock-screen updates, and some new features in iMessage. As Ives noted, the most recent update to the iPhone software,iOS 14.5, includes an opt-in feature for tracking consumer behavior that has infuriated Facebook(FB) and other companies that rely on that data to target advertising.Ives also thinks Apple will unveil new MacBook Pros at both 14-inch and 16-inch screen sizes, both driven by the M1 chip. He thinks Apple will wait until next summer to launch Apple Glasses, an expected augmented-reality product. He foresees a 2024 arrival for Apple Car.Morgan Stanley analyst Katy Huberty pointed out in a research note that WWDC historically hasn’t given a boost to Apple shares. Over the past 10 years, she wrote, the stock on average has underperformed the S&P 500 by a little over a percentage point in both the week and two weeks immediately following the event.Over the past year, though, the stock has responded more strongly to WWDC, Huberty said. She sees some potential for a positive response by investors this time, in particular if there are significant hardware announcements.“While we expect the majority of software/operating system upgrades to be more evolutionary than last year, we do believe Apple will highlight efforts to broaden the use of in-house designed silicon, and potentially launch a new MacBook with the Apple silicon, making this year’s WWDC a potentially more significant catalyst than years past,” Huberty wrote.As Huberty noted,Nikkei Asia reported in April that Taiwan Semiconductor(TSM) has been in mass production on the successor to the M1, which seems to be called the M2. She sees a possibility that Apple will unveil the first M2-powered Macs at the event.Huberty remains bullish on the Mac business,which grew 70% in the March quarter amid widespread demand for laptops during the pandemic. She estimates that Apple had 7.7% of the PC market in calendar 2020 and sees potential for Apple’s slice of the pie to expand to be comparable to the company’s 16% share in the smartphone market. If that happens, she said, Macs alone could be a $68 billion run-rate business by 2025, more than double its current size.As for updates to the various Apple operating systems, Huberty pointed to a Bloomberg story in April that said the company was planning to update how iOS handles notifications, a new iPad home screen, an updated lock screen, and various privacy updates.On Friday, Apple shares rallied about 1.9%, to $125.89. The stock is down about 5% year to date but up about 43% since last year’s WWDC.","news_type":1},"isVote":1,"tweetType":1,"viewCount":47,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9087953870,"gmtCreate":1650943326227,"gmtModify":1676534820881,"author":{"id":"3563577781679506","authorId":"3563577781679506","name":"Samuel.L","avatar":"https://static.tigerbbs.com/1186b61f5b04203ae75a2949bd647713","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3563577781679506","authorIdStr":"3563577781679506"},"themes":[],"htmlText":"Let's go T","listText":"Let's go T","text":"Let's go T","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9087953870","repostId":"1136769709","repostType":4,"repost":{"id":"1136769709","pubTimestamp":1650937907,"share":"https://ttm.financial/m/news/1136769709?lang=&edition=fundamental","pubTime":"2022-04-26 09:51","market":"us","language":"en","title":"It Looks like Nothing Will Stop Elon Musk from Owning Twitter","url":"https://stock-news.laohu8.com/highlight/detail?id=1136769709","media":"MarketWatch","summary":"Elon Musk’s $44 billion deal to buy Twitter Inc. and take it private may have many users up in arms, but that won’t stop the deal, and Musk’s most prominent adversary is powerless to stop it.After Twi","content":"<html><head></head><body><p>Elon Musk’s $44 billion deal to buy Twitter Inc. and take it private may have many users up in arms, but that won’t stop the deal, and Musk’s most prominent adversary is powerless to stop it.</p><p>After Twitter’s TWTR, +5.66% board unanimously approved the bid Monday, there are really only two hurdles remaining: A shareholder vote and regulatory approvals. While the company’s Saudi investors have already said they would vote against the takeover, it appears unlikely that enough investors will join them to block the deal, which provides a 38% premium to where Twitter was trading before Musk started buying shares.</p><p>Which leaves only regulatory bodies. Musk is still fighting with the Securities and Exchange Commission over market-moving statements he made in 2018 over Twitter, and has regularly tweeted vitriolic statements at the regulator. However, the SEC “will not and cannot interfere with the merger,” according to Stephen Diamond, associate professor at Santa Clara University School of Law.</p><p>“Their only role would be to police the disclosure sent to shareholders by the board and Musk for accuracy and completeness,” Diamond told MarketWatch. “The federal securities laws are disclosure rules, for the most part, not about providing reassurance about substance.”</p><p>Other regulatory bodies could conceivably jump in amid an antitrust crackdown on Big Tech, but that would be more likely if it was not Musk making the offer. Joshua White, assistant professor of finance at Vanderbilt University, who was also a financial economist for the SEC in the past, said he does not see any antitrust concerns because Musk’s other companies — Tesla Inc. TSLA, -0.70%, SpaceX and the Boring Co. — do not compete with Twitter.</p><p>Analysts believe Twitter received no other offers for the slow-growing social-media company because the regulatory environment in Washington would likely not allow any sort of deal from rivals such as Facebook parent company Meta Platforms Inc. FB, +1.56% or Google parent Alphabet Inc. GOOG, +3.04% GOOGL, +2.87%. White also noted that Twitter’s financial situation is not appealing to most typical private-equity investors, who take companies private and use their cash flow to pay down debt.</p><p>“Twitter’s cash flow doesn’t fit the profile of a private-equity buyer,” White said.</p><p>While it isn’t private equity making the bid, the deal is structured similarly. Last week, Musk said that he had lined up $25 billion in debt financing from Morgan Stanley MS, +0.37%, Bank of America BAC, -0.72%, Barclays BCS, +0.13% and others, with Musk’s Tesla shares providing collateral for $12.5 billion of those funds. The remaining $21 billion in equity, according to the Wall Street Journal, will come from Musk himself, likely through the sale of some of his Tesla shares or his other company investments.</p><p>Assuming that financing holds up, the deal should go through, as long as Twitter shareholders vote to approve it. It is Tesla investors, however, who could be the real losers in this deal.</p><p>“If Tesla’s stock declines, then the loan to value will decline,” White said, adding that Musk would potentially have to liquidate more Tesla shares, adding more pressure to the EV maker’s stock.</p><p>In addition, Musk will have the added distraction of his role in revamping Twitter, which could detract from the attention he gives Tesla. Musk has stated many of his plans for Twitter on the platform itself, from making tweets available to edit and allowing for “free speech.” Musk also has outlined some cost-cutting measures for what he recently called the “de facto town square.”</p><p>Barring an unseen change, this deal will go through, and Twitter will become a private company. What will happen then is the biggest question, but Musk also said in a recent TED Talk interview that he didn’t “care about the economics at all,” implying that he would not focus on Twitter’s profitability or revenue growth.</p><p>If Musk is going to put economics aside, it’s a good thing for Twitter that he is taking it private, where the company can avoid Wall Street’s scrutiny of its slow-growing user base and revenue. It will also be good for Musk, as a privately held Twitter would avoid constant dealings with his favorite regulators.</p><p><a href=\"https://ttm.financial/NW/2230049124\" target=\"_blank\">Elon Musk and Twitter: What We Know, What We Don’t About $44 Billion Deal</a></p></body></html>","source":"lsy1603348471595","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>It Looks like Nothing Will Stop Elon Musk from Owning Twitter</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\">\nIt Looks like Nothing Will Stop Elon Musk from Owning Twitter\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-04-26 09:51 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.marketwatch.com/story/it-looks-like-nothing-will-stop-elon-musk-from-owning-twitter-11650930937?mod=home-page><strong>MarketWatch</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Elon Musk’s $44 billion deal to buy Twitter Inc. and take it private may have many users up in arms, but that won’t stop the deal, and Musk’s most prominent adversary is powerless to stop it.After ...</p>\n\n<a href=\"https://www.marketwatch.com/story/it-looks-like-nothing-will-stop-elon-musk-from-owning-twitter-11650930937?mod=home-page\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TSLA":"特斯拉","TWTR":"Twitter"},"source_url":"https://www.marketwatch.com/story/it-looks-like-nothing-will-stop-elon-musk-from-owning-twitter-11650930937?mod=home-page","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1136769709","content_text":"Elon Musk’s $44 billion deal to buy Twitter Inc. and take it private may have many users up in arms, but that won’t stop the deal, and Musk’s most prominent adversary is powerless to stop it.After Twitter’s TWTR, +5.66% board unanimously approved the bid Monday, there are really only two hurdles remaining: A shareholder vote and regulatory approvals. While the company’s Saudi investors have already said they would vote against the takeover, it appears unlikely that enough investors will join them to block the deal, which provides a 38% premium to where Twitter was trading before Musk started buying shares.Which leaves only regulatory bodies. Musk is still fighting with the Securities and Exchange Commission over market-moving statements he made in 2018 over Twitter, and has regularly tweeted vitriolic statements at the regulator. However, the SEC “will not and cannot interfere with the merger,” according to Stephen Diamond, associate professor at Santa Clara University School of Law.“Their only role would be to police the disclosure sent to shareholders by the board and Musk for accuracy and completeness,” Diamond told MarketWatch. “The federal securities laws are disclosure rules, for the most part, not about providing reassurance about substance.”Other regulatory bodies could conceivably jump in amid an antitrust crackdown on Big Tech, but that would be more likely if it was not Musk making the offer. Joshua White, assistant professor of finance at Vanderbilt University, who was also a financial economist for the SEC in the past, said he does not see any antitrust concerns because Musk’s other companies — Tesla Inc. TSLA, -0.70%, SpaceX and the Boring Co. — do not compete with Twitter.Analysts believe Twitter received no other offers for the slow-growing social-media company because the regulatory environment in Washington would likely not allow any sort of deal from rivals such as Facebook parent company Meta Platforms Inc. FB, +1.56% or Google parent Alphabet Inc. GOOG, +3.04% GOOGL, +2.87%. White also noted that Twitter’s financial situation is not appealing to most typical private-equity investors, who take companies private and use their cash flow to pay down debt.“Twitter’s cash flow doesn’t fit the profile of a private-equity buyer,” White said.While it isn’t private equity making the bid, the deal is structured similarly. Last week, Musk said that he had lined up $25 billion in debt financing from Morgan Stanley MS, +0.37%, Bank of America BAC, -0.72%, Barclays BCS, +0.13% and others, with Musk’s Tesla shares providing collateral for $12.5 billion of those funds. The remaining $21 billion in equity, according to the Wall Street Journal, will come from Musk himself, likely through the sale of some of his Tesla shares or his other company investments.Assuming that financing holds up, the deal should go through, as long as Twitter shareholders vote to approve it. It is Tesla investors, however, who could be the real losers in this deal.“If Tesla’s stock declines, then the loan to value will decline,” White said, adding that Musk would potentially have to liquidate more Tesla shares, adding more pressure to the EV maker’s stock.In addition, Musk will have the added distraction of his role in revamping Twitter, which could detract from the attention he gives Tesla. Musk has stated many of his plans for Twitter on the platform itself, from making tweets available to edit and allowing for “free speech.” Musk also has outlined some cost-cutting measures for what he recently called the “de facto town square.”Barring an unseen change, this deal will go through, and Twitter will become a private company. What will happen then is the biggest question, but Musk also said in a recent TED Talk interview that he didn’t “care about the economics at all,” implying that he would not focus on Twitter’s profitability or revenue growth.If Musk is going to put economics aside, it’s a good thing for Twitter that he is taking it private, where the company can avoid Wall Street’s scrutiny of its slow-growing user base and revenue. It will also be good for Musk, as a privately held Twitter would avoid constant dealings with his favorite regulators.Elon Musk and Twitter: What We Know, What We Don’t About $44 Billion Deal","news_type":1},"isVote":1,"tweetType":1,"viewCount":438,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9096582511,"gmtCreate":1644420508772,"gmtModify":1676533924137,"author":{"id":"3563577781679506","authorId":"3563577781679506","name":"Samuel.L","avatar":"https://static.tigerbbs.com/1186b61f5b04203ae75a2949bd647713","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3563577781679506","authorIdStr":"3563577781679506"},"themes":[],"htmlText":"Lets go baba","listText":"Lets go baba","text":"Lets go baba","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9096582511","repostId":"1154751327","repostType":4,"repost":{"id":"1154751327","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":1644419033,"share":"https://ttm.financial/m/news/1154751327?lang=&edition=fundamental","pubTime":"2022-02-09 23:03","market":"us","language":"en","title":"Alibaba Shares Jumped over 3% in Morning Trading","url":"https://stock-news.laohu8.com/highlight/detail?id=1154751327","media":"Tiger Newspress","summary":"Alibaba Shares Jumped over 3% in Morning Trading. Softbank Said Additional Alibaba ADS Not Tied to A","content":"<html><head></head><body><p>Alibaba Shares Jumped over 3% in Morning Trading. Softbank Said Additional Alibaba ADS Not Tied to Any Specific Future Softbank Transaction.<img src=\"https://static.tigerbbs.com/ded43a9d79c85fd086b9d3d2dbcd926d\" tg-width=\"872\" tg-height=\"639\" referrerpolicy=\"no-referrer\"/>Alibaba&#39;s recent registration of additional American Depository Shares is not tied to any specific future transaction by SoftBank Group Corp, a spokesperson for the Japanese conglomerate said on Wednesday.</p><p>&#34;The registration of the ADR conversion facility (F6 filing, which was filed by Alibaba), including its size, is not tied to any specific future transaction by SBG,&#34; SoftBank said in a statement to Reuters.</p><p>E-commerce giant Alibaba last week filed to register an additional one billion American Depository Shares. The move, Citigroup analysts said this week, &#34;might also suggest potential selling intention by SoftBank.&#34;</p><p>&#34;Since Softbank has been a pre-IPO investor, we believe a large proportion of those shares have not been previously registered as ADS,&#34; Citi analysts including Alicia Yap wrote.</p><p>SoftBank&#39;s stake of around 25% in Alibaba is worth around $82 billion and has its origins in a $20 million investment in 2000. Alibaba&#39;s shares have fallen by 60% since highs in October 2020.</p><p></p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Alibaba Shares Jumped over 3% in Morning 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\">\nAlibaba Shares Jumped over 3% in Morning 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\">2022-02-09 23:03</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Alibaba Shares Jumped over 3% in Morning Trading. Softbank Said Additional Alibaba ADS Not Tied to Any Specific Future Softbank Transaction.<img src=\"https://static.tigerbbs.com/ded43a9d79c85fd086b9d3d2dbcd926d\" tg-width=\"872\" tg-height=\"639\" referrerpolicy=\"no-referrer\"/>Alibaba&#39;s recent registration of additional American Depository Shares is not tied to any specific future transaction by SoftBank Group Corp, a spokesperson for the Japanese conglomerate said on Wednesday.</p><p>&#34;The registration of the ADR conversion facility (F6 filing, which was filed by Alibaba), including its size, is not tied to any specific future transaction by SBG,&#34; SoftBank said in a statement to Reuters.</p><p>E-commerce giant Alibaba last week filed to register an additional one billion American Depository Shares. The move, Citigroup analysts said this week, &#34;might also suggest potential selling intention by SoftBank.&#34;</p><p>&#34;Since Softbank has been a pre-IPO investor, we believe a large proportion of those shares have not been previously registered as ADS,&#34; Citi analysts including Alicia Yap wrote.</p><p>SoftBank&#39;s stake of around 25% in Alibaba is worth around $82 billion and has its origins in a $20 million investment in 2000. Alibaba&#39;s shares have fallen by 60% since highs in October 2020.</p><p></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BABA":"阿里巴巴"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1154751327","content_text":"Alibaba Shares Jumped over 3% in Morning Trading. Softbank Said Additional Alibaba ADS Not Tied to Any Specific Future Softbank Transaction.Alibaba's recent registration of additional American Depository Shares is not tied to any specific future transaction by SoftBank Group Corp, a spokesperson for the Japanese conglomerate said on Wednesday.\"The registration of the ADR conversion facility (F6 filing, which was filed by Alibaba), including its size, is not tied to any specific future transaction by SBG,\" SoftBank said in a statement to Reuters.E-commerce giant Alibaba last week filed to register an additional one billion American Depository Shares. The move, Citigroup analysts said this week, \"might also suggest potential selling intention by SoftBank.\"\"Since Softbank has been a pre-IPO investor, we believe a large proportion of those shares have not been previously registered as ADS,\" Citi analysts including Alicia Yap wrote.SoftBank's stake of around 25% in Alibaba is worth around $82 billion and has its origins in a $20 million investment in 2000. Alibaba's shares have fallen by 60% since highs in October 2020.","news_type":1},"isVote":1,"tweetType":1,"viewCount":326,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":140078310,"gmtCreate":1625621431630,"gmtModify":1703745054314,"author":{"id":"3563577781679506","authorId":"3563577781679506","name":"Samuel.L","avatar":"https://static.tigerbbs.com/1186b61f5b04203ae75a2949bd647713","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3563577781679506","authorIdStr":"3563577781679506"},"themes":[],"htmlText":"Sure ?","listText":"Sure ?","text":"Sure ?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":5,"repostSize":0,"link":"https://ttm.financial/post/140078310","repostId":"1120486332","repostType":4,"repost":{"id":"1120486332","pubTimestamp":1625618291,"share":"https://ttm.financial/m/news/1120486332?lang=&edition=fundamental","pubTime":"2021-07-07 08:38","market":"hk","language":"en","title":"Cramer reviews Nvidia, Moderna, Equifax and other top-performing stocks of the second quarter","url":"https://stock-news.laohu8.com/highlight/detail?id=1120486332","media":"CNBC","summary":"KEY POINTSCNBC’s Jim Cramer on Tuesday looked at some of the best-performing stocks of the second qu","content":"<div>\n<p>KEY POINTSCNBC’s Jim Cramer on Tuesday looked at some of the best-performing stocks of the second quarter as the latter half of 2021 gets under way.In his review, he noted that just one out of the top...</p>\n\n<a href=\"https://www.cnbc.com/2021/07/06/cramer-reviews-nvidia-moderna-equifax-and-top-performing-stocks-of-q2.html\">Web Link</a>\n\n</div>\n","source":"cnbc_highlight","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Cramer reviews Nvidia, Moderna, Equifax and other top-performing stocks of the second quarter</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\">\nCramer reviews Nvidia, Moderna, Equifax and other top-performing stocks of the second quarter\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-07-07 08:38 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.cnbc.com/2021/07/06/cramer-reviews-nvidia-moderna-equifax-and-top-performing-stocks-of-q2.html><strong>CNBC</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>KEY POINTSCNBC’s Jim Cramer on Tuesday looked at some of the best-performing stocks of the second quarter as the latter half of 2021 gets under way.In his review, he noted that just one out of the top...</p>\n\n<a href=\"https://www.cnbc.com/2021/07/06/cramer-reviews-nvidia-moderna-equifax-and-top-performing-stocks-of-q2.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"IT":"加特纳","POOL":"Pool Corporation","EFX":"艾可菲","DVN":"德文能源","NVDA":"英伟达"},"source_url":"https://www.cnbc.com/2021/07/06/cramer-reviews-nvidia-moderna-equifax-and-top-performing-stocks-of-q2.html","is_english":true,"share_image_url":"https://static.laohu8.com/72bb72e1b84c09fca865c6dcb1bbcd16","article_id":"1120486332","content_text":"KEY POINTSCNBC’s Jim Cramer on Tuesday looked at some of the best-performing stocks of the second quarter as the latter half of 2021 gets under way.In his review, he noted that just one out of the top five components in both the S&P 500 and Nasdaq Composite indexes was a reopening play.CNBC's Jim Cramer on Tuesday looked at some of the best-performing stocks of the second quarter as the latter half of 2021 gets under way.In his review, he noted that just one out of the top five components in both theS&P 500andNasdaq Compositeindexes was a reopening play.Below are the \"Mad Money\" host's takeaways on the top stocks of the second quarter. Price changes represent stock moves from the March 31 close through Wednesday, June 30:S&P 500Nvidia, up 49.85%\"This is a company with a hammerlock on artificial intelligence and graphics processors and it's become our largest semiconductor company. The company has a $516 billion valuation, up from just $15 billion five years ago,\" Cramer said.\"Nvidia caught fire ... the last three months [given its] fantastic raised guidance and the increasing likelihood that the regulators around the world will allow it to acquire a company called Arm Holdings, the British chipmaker that makes central processing units for both cellphones and personal computers.\"Devon Energy, 33.59%Cramer said CEO Rick Muncrief \"understands that Wall Street is sick and tired of oil companies that spend beyond their means and are awful stewards of capital.\"\"The new Devon has a variable dividend that gives you a huge yield when oil prices are high, like right now,\" he added. \"As long as crude stays above sixty bucks a barrel, we're talking about a 7% yield here. No wonder people like this one for the second half, too.\"Pool Corp, 32.85%\"You might think Pool's a weird fit for this list, ... but you have to remember that the housing market's on fire. [with] rising home values. People are much more likely to invest in their property, and that includes building a pool,\" Cramer said. \"As long as housing stays strong, I bet this stock does just fine.\"Gartner, 32.68%\"Here's a consulting company for everything related to enterprise technology, one that's chiefly known, though, for its in-person conferences. Very much a pent-up demand story,\" Cramer said.\"While the company picked up a lot of business during the pandemic, it's clear that investors believe they'll get a major boost in the second half as those conferences come back,\" Cramer added. \"That said, with the stock up 32% last quarter, I think the easy money already has been made. This one's not for me.\"Equifax, 32.23%\"Equifax shocked Wall Street with its much better than expected results and its more aggressive buyback. I think this could be a terrific second-half story,\" Cramer said. \"This might be the single, most unheralded financial technology play out there.\"Moderna, 79.44%\"If you think Covid's behind us, well then Moderna's a sell. If you think the delta variant is just the beginning and we might need regular booster shots, maybe there's more to it,\" Cramer said.\"To me, the crucial test is whether or not Moderna can offer personalized cancer vaccines … in time to offset the decline in Covid sales,\" he added. \"I think the stock's too high at this point because, even if they're successful at cancer vaccines, the comparisons are so difficult because of how successful they were in Covid.\"Nvidia, 49.85%Nvidia was the second-best performing stock on the Nasdaq in the second quarter. Cramer passed the stock over after discussing its position on the S&P 500's best-performer list.DocuSign, 38.09%\"People often link DocuSign toZoom, two products that took the world by storm during the pandemic, but while Zoom is facing all sorts of new competition and might take a hit as business travel comes back,\" Cramer said, \"DocuSign's gaining speed and offering new categories, like the agreement cloud.\"Idexx Laboratories, 29.07%\"While Idexx is perennially expensive — it currently trades at 80-times earnings — it typically justifies that valuation with fantastic results,\" Cramer said. \"Another 29% rally might be hard to repeat, but I think the company will surprise, indeed, in the second half.\"Intuit, 27.96%\"With the stock up 28% last quarter, I think Intuit has a very good chance of continuing its winning ways, if only because the products keep getting better and better,\" Cramer said. \"If you don't own a small business, I don't think you understand how great these guys really are.\"Intuitive Surgical, 24.45%“Intuitive Surgical rallied 24% last quarter because it has a gigantic replacement cycle and it still has a ton of room to take market share, given all the users for its incredible machine,” Cramer said.","news_type":1},"isVote":1,"tweetType":1,"viewCount":128,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":888431149,"gmtCreate":1631516913181,"gmtModify":1676530563309,"author":{"id":"3563577781679506","authorId":"3563577781679506","name":"Samuel.L","avatar":"https://static.tigerbbs.com/1186b61f5b04203ae75a2949bd647713","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3563577781679506","authorIdStr":"3563577781679506"},"themes":[],"htmlText":"Apple let’s go","listText":"Apple let’s go","text":"Apple let’s go","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":9,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/888431149","repostId":"2167630550","repostType":4,"repost":{"id":"2167630550","pubTimestamp":1631516701,"share":"https://ttm.financial/m/news/2167630550?lang=&edition=fundamental","pubTime":"2021-09-13 15:05","market":"us","language":"en","title":"Here's what Apple is expected to announce at its iPhone 13 launch event Tuesday","url":"https://stock-news.laohu8.com/highlight/detail?id=2167630550","media":"MarketWatch","summary":"Apple looks to refocus on the iPhone after App Store legal blow. Apple is set to unveil new devices at a Tuesday event.Fresh off a legal sting in its battle over App Store payment practices, Apple Inc. will be looking to refocus attention back on its technology with its upcoming iPhone reveal.The smartphone giant is expected to unveil its iPhone 13 lineup -- as well as new smartwatches, headphones and possibly more -- during its annual fall event Tuesday. The announcements will come just days af","content":"<p>Apple looks to refocus on the iPhone after App Store legal blow</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/1306d1e47e19f9fe4f1d6a24c7e3ba44\" tg-width=\"700\" tg-height=\"466\" width=\"100%\" height=\"auto\"><span>Apple is set to unveil new devices at a Tuesday event.</span></p>\n<p>Fresh off a legal sting in its battle over App Store payment practices, Apple Inc. will be looking to refocus attention back on its technology with its upcoming iPhone reveal.</p>\n<p>The smartphone giant is expected to unveil its iPhone 13 lineup -- as well as new smartwatches, headphones and possibly more -- during its annual fall event Tuesday. The announcements will come just days after a federal judge ruled that Apple <a href=\"https://laohu8.com/S/AAPL\">$(AAPL)$</a> could no longer prohibit app developers from offering alternate payment options beyond Apple's own in-app payment service, in a signal of the increasing backlash against the dominance of big technology companies.</p>\n<p>But the average iPhone user is likely unconcerned with the machinations of in-app payments, and they will be Apple's target audience as the company rolls out its new lineup. The phones are expected to feature improvements to camera and video functions but have a similar design to last year's models.</p>\n<p>The rumored upgrades mark perhaps more incremental improvements to the iPhone, unlike a year ago, when Apple brought 5G connectivity to its handsets for the first time and changed the phone's design. The iPhone 12 lineup has been selling well, and analysts seem generally upbeat about potential demand for the iPhone 13 family as well, despite what could be a lack of blockbuster feature upgrades.</p>\n<p>\"Given an improved economy, expanded 5G coverage, and low 5G smartphone ownership, we expect the iPhone 13 family to receive an enthusiastic reception,\" wrote Monness, Crespi, Hardt &amp; Co. analyst Brian White.</p>\n<p>Here's what to watch for at Tuesday's event, which kicks off virtually at 1 p.m. ET.</p>\n<p><b>iPhone</b></p>\n<p>The iPhone has been the centerpiece of Apple's fall events and should be again this year.</p>\n<p>The company is expected to roll out four new phones, just as it did last year, featuring a similar design. One possible change from a visual standpoint is a smaller notch on the top of the phones, but otherwise the devices shouldn't look too different from their predecessors. MacRumors predicts that some rumored changes, like the disappearance of the Lightning charging port or the return of a fingerprint sensor, won't actually manifest in the upcoming models.</p>\n<p>Apple isn't likely to change the sizes of its phones this year, according to MacRumors, which is looking for the company to roll out a 5.4-inch iPhone mini, a 6.1-inch iPhone, a 6.1-inch iPhone Pro and a 6.7-inch iPhone Pro Max.</p>\n<p>The biggest improvements could come to the camera. Apple is reportedly planning to introduce a video version of its Portrait Mode setting, according to Bloomberg News, which would let users capture videos with blurred backgrounds. The company is also looking to add a ProRes recording capability that would allow for high-resolution footage as well as new photo-diting functions that would let people make pictures warmer or cooler, without affecting the white tones, per the report.</p>\n<p>There's also been talk of potential satellite capabilities in the next iPhones. Shares of satellite-communications company Globalstar Inc. surged after a report indicated that Apple was including low-earth orbit <a href=\"https://laohu8.com/S/LEO\">$(LEO)$</a> satellite communications so that users would be able to place calls or send messages without 4G or 5G cellular connections, but a second report suggested that Apple may limit this feature to emergency communications.</p>\n<p><b>Augmented reality</b></p>\n<p>Apple's landing page for the Sept. 14 event contained an Easter egg for iPhone users, allowing them to click on the Apple logo and view it in augmented reality on top of their surroundings. That suggests to <a href=\"https://laohu8.com/S/EFFE\">Global X</a> research analyst Pedro Palandrani that the company could be planning a significant AR announcement.</p>\n<p>The \"easy answer\" is that Apple would introduce a new AR feature for the iPhone, but there's \"not much to do there at this point,\" Palandrani told MarketWatch. \"I wouldn't be surprised if we get to see some Apple glasses,\" he continued, referring to the oft-discussed possibility that Apple would develop a form of AR glasses. <a href=\"https://laohu8.com/S/FB\">Facebook</a> Inc. (FB) recently unveiled its own pair of smart glasses.</p>\n<p>Whether Apple would be able to sell the hypothetical smart glasses immediately remains a question for Palandrani, given supply constraints impacting the broader consumer-electronics industry.</p>\n<p>\"Maybe they don't have the ability at this time to mass manufacture that type of device,\" he said, but in the near term, it's \"certainly a possibility.\"</p>\n<p>Evercore ISI analyst Amit Daryanani wrote that he sees \"a LONG SHOT that we finally get an AR/VR product announcement.\"</p>\n<p><b>Apple Watch</b></p>\n<p>Apple could be planning a design change to its next Apple Watch, as rumors indicate the company is looking to slightly increase its screen sizes and make the casing style more similar to what's seen on the iPhone 12 line.</p>\n<p>The Apple Watch 7 could come in 41-millimeter and 45-millimeter screen sizes, according to Bloomberg News, up from 40 millimeters and 44 millimeters currently. Bloomberg isn't anticipating any meaningful health upgrades, noting that a body-temperature scanner may not show up until next year's models come out.</p>\n<p>The devices are expected to have a flat-edged look, according to MacRumors, similar to what the iPhone 12 line sports. There were indications that Apple faced production issues with the Apple Watch 7, mainly due to the new design, but MacRumors cited a recent report from noted Apple analyst Ming-Chi Kuo, who said that Apple has resolved its issues and still looks to be on track with its planned launch.</p>\n<p><b>AirPods</b></p>\n<p>Apple could also be set to launch a refreshed version of its entry-level AirPods headphones. Beyond the base model, Apple offers a Pro version of the earbuds and a set of high-quality, over-the-ear headphones, and Apple may borrow some features from those as it jazzes up its regular AirPods.</p>\n<p>To start, the company is expected to change up the design a bit, putting a shorter stem on the new AirPods, similar to what's seen on the AirPods Pro. A CNet roundup notes that Apple is rumored to be planning for the introduction of spatial-audio technology to the basic AirPods.</p>\n<p>Apple may intend to leave out noise-cancelling functions on this upcoming AirPods model, per a report from Bloomberg News that came out late last year.</p>","source":"lsy1603348471595","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Here's what Apple is expected to announce at its iPhone 13 launch event Tuesday</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\">\nHere's what Apple is expected to announce at its iPhone 13 launch event Tuesday\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-09-13 15:05 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.marketwatch.com/story/heres-what-apple-is-expected-to-announce-at-its-iphone-13-launch-event-tuesday-11631480093?mod=home-page><strong>MarketWatch</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Apple looks to refocus on the iPhone after App Store legal blow\nApple is set to unveil new devices at a Tuesday event.\nFresh off a legal sting in its battle over App Store payment practices, Apple Inc...</p>\n\n<a href=\"https://www.marketwatch.com/story/heres-what-apple-is-expected-to-announce-at-its-iphone-13-launch-event-tuesday-11631480093?mod=home-page\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{},"source_url":"https://www.marketwatch.com/story/heres-what-apple-is-expected-to-announce-at-its-iphone-13-launch-event-tuesday-11631480093?mod=home-page","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2167630550","content_text":"Apple looks to refocus on the iPhone after App Store legal blow\nApple is set to unveil new devices at a Tuesday event.\nFresh off a legal sting in its battle over App Store payment practices, Apple Inc. will be looking to refocus attention back on its technology with its upcoming iPhone reveal.\nThe smartphone giant is expected to unveil its iPhone 13 lineup -- as well as new smartwatches, headphones and possibly more -- during its annual fall event Tuesday. The announcements will come just days after a federal judge ruled that Apple $(AAPL)$ could no longer prohibit app developers from offering alternate payment options beyond Apple's own in-app payment service, in a signal of the increasing backlash against the dominance of big technology companies.\nBut the average iPhone user is likely unconcerned with the machinations of in-app payments, and they will be Apple's target audience as the company rolls out its new lineup. The phones are expected to feature improvements to camera and video functions but have a similar design to last year's models.\nThe rumored upgrades mark perhaps more incremental improvements to the iPhone, unlike a year ago, when Apple brought 5G connectivity to its handsets for the first time and changed the phone's design. The iPhone 12 lineup has been selling well, and analysts seem generally upbeat about potential demand for the iPhone 13 family as well, despite what could be a lack of blockbuster feature upgrades.\n\"Given an improved economy, expanded 5G coverage, and low 5G smartphone ownership, we expect the iPhone 13 family to receive an enthusiastic reception,\" wrote Monness, Crespi, Hardt & Co. analyst Brian White.\nHere's what to watch for at Tuesday's event, which kicks off virtually at 1 p.m. ET.\niPhone\nThe iPhone has been the centerpiece of Apple's fall events and should be again this year.\nThe company is expected to roll out four new phones, just as it did last year, featuring a similar design. One possible change from a visual standpoint is a smaller notch on the top of the phones, but otherwise the devices shouldn't look too different from their predecessors. MacRumors predicts that some rumored changes, like the disappearance of the Lightning charging port or the return of a fingerprint sensor, won't actually manifest in the upcoming models.\nApple isn't likely to change the sizes of its phones this year, according to MacRumors, which is looking for the company to roll out a 5.4-inch iPhone mini, a 6.1-inch iPhone, a 6.1-inch iPhone Pro and a 6.7-inch iPhone Pro Max.\nThe biggest improvements could come to the camera. Apple is reportedly planning to introduce a video version of its Portrait Mode setting, according to Bloomberg News, which would let users capture videos with blurred backgrounds. The company is also looking to add a ProRes recording capability that would allow for high-resolution footage as well as new photo-diting functions that would let people make pictures warmer or cooler, without affecting the white tones, per the report.\nThere's also been talk of potential satellite capabilities in the next iPhones. Shares of satellite-communications company Globalstar Inc. surged after a report indicated that Apple was including low-earth orbit $(LEO)$ satellite communications so that users would be able to place calls or send messages without 4G or 5G cellular connections, but a second report suggested that Apple may limit this feature to emergency communications.\nAugmented reality\nApple's landing page for the Sept. 14 event contained an Easter egg for iPhone users, allowing them to click on the Apple logo and view it in augmented reality on top of their surroundings. That suggests to Global X research analyst Pedro Palandrani that the company could be planning a significant AR announcement.\nThe \"easy answer\" is that Apple would introduce a new AR feature for the iPhone, but there's \"not much to do there at this point,\" Palandrani told MarketWatch. \"I wouldn't be surprised if we get to see some Apple glasses,\" he continued, referring to the oft-discussed possibility that Apple would develop a form of AR glasses. Facebook Inc. (FB) recently unveiled its own pair of smart glasses.\nWhether Apple would be able to sell the hypothetical smart glasses immediately remains a question for Palandrani, given supply constraints impacting the broader consumer-electronics industry.\n\"Maybe they don't have the ability at this time to mass manufacture that type of device,\" he said, but in the near term, it's \"certainly a possibility.\"\nEvercore ISI analyst Amit Daryanani wrote that he sees \"a LONG SHOT that we finally get an AR/VR product announcement.\"\nApple Watch\nApple could be planning a design change to its next Apple Watch, as rumors indicate the company is looking to slightly increase its screen sizes and make the casing style more similar to what's seen on the iPhone 12 line.\nThe Apple Watch 7 could come in 41-millimeter and 45-millimeter screen sizes, according to Bloomberg News, up from 40 millimeters and 44 millimeters currently. Bloomberg isn't anticipating any meaningful health upgrades, noting that a body-temperature scanner may not show up until next year's models come out.\nThe devices are expected to have a flat-edged look, according to MacRumors, similar to what the iPhone 12 line sports. There were indications that Apple faced production issues with the Apple Watch 7, mainly due to the new design, but MacRumors cited a recent report from noted Apple analyst Ming-Chi Kuo, who said that Apple has resolved its issues and still looks to be on track with its planned launch.\nAirPods\nApple could also be set to launch a refreshed version of its entry-level AirPods headphones. Beyond the base model, Apple offers a Pro version of the earbuds and a set of high-quality, over-the-ear headphones, and Apple may borrow some features from those as it jazzes up its regular AirPods.\nTo start, the company is expected to change up the design a bit, putting a shorter stem on the new AirPods, similar to what's seen on the AirPods Pro. A CNet roundup notes that Apple is rumored to be planning for the introduction of spatial-audio technology to the basic AirPods.\nApple may intend to leave out noise-cancelling functions on this upcoming AirPods model, per a report from Bloomberg News that came out late last year.","news_type":1},"isVote":1,"tweetType":1,"viewCount":197,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":148433871,"gmtCreate":1626001533793,"gmtModify":1703751816460,"author":{"id":"3563577781679506","authorId":"3563577781679506","name":"Samuel.L","avatar":"https://static.tigerbbs.com/1186b61f5b04203ae75a2949bd647713","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3563577781679506","authorIdStr":"3563577781679506"},"themes":[],"htmlText":"There got the exclusive hahas","listText":"There got the exclusive hahas","text":"There got the exclusive hahas","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":3,"repostSize":0,"link":"https://ttm.financial/post/148433871","repostId":"1166379040","repostType":4,"repost":{"id":"1166379040","pubTimestamp":1625968800,"share":"https://ttm.financial/m/news/1166379040?lang=&edition=fundamental","pubTime":"2021-07-11 10:00","market":"us","language":"en","title":"Apple AirPod batteries are almost impossible to replace, showing the need for right-to-repair reform","url":"https://stock-news.laohu8.com/highlight/detail?id=1166379040","media":"CNBC","summary":"KEY POINTS\n\nOwners have noticed that Apple AirPods eventually will last only an hour or so before ne","content":"<div>\n<p>KEY POINTS\n\nOwners have noticed that Apple AirPods eventually will last only an hour or so before needing to be recharged, compared to their four-to-five-hour battery life out of the box.\nBut it’s ...</p>\n\n<a href=\"https://www.cnbc.com/2021/07/10/apple-airpod-battery-life-problem-shows-need-for-right-to-repair-laws.html\">Web Link</a>\n\n</div>\n","source":"cnbc_highlight","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Apple AirPod batteries are almost impossible to replace, showing the need for right-to-repair reform</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 AirPod batteries are almost impossible to replace, showing the need for right-to-repair reform\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-07-11 10:00 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.cnbc.com/2021/07/10/apple-airpod-battery-life-problem-shows-need-for-right-to-repair-laws.html><strong>CNBC</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>KEY POINTS\n\nOwners have noticed that Apple AirPods eventually will last only an hour or so before needing to be recharged, compared to their four-to-five-hour battery life out of the box.\nBut it’s ...</p>\n\n<a href=\"https://www.cnbc.com/2021/07/10/apple-airpod-battery-life-problem-shows-need-for-right-to-repair-laws.html\">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.cnbc.com/2021/07/10/apple-airpod-battery-life-problem-shows-need-for-right-to-repair-laws.html","is_english":true,"share_image_url":"https://static.laohu8.com/72bb72e1b84c09fca865c6dcb1bbcd16","article_id":"1166379040","content_text":"KEY POINTS\n\nOwners have noticed that Apple AirPods eventually will last only an hour or so before needing to be recharged, compared to their four-to-five-hour battery life out of the box.\nBut it’s almost impossible to replace the battery at home because AirPods are tiny, packed with components, and hard to take apart.\nA new startup called PodSwap is aiming to make it easier to repair AirPods and keep them out of landfills or recycling plants, but its challenges show the need for right-to-repair laws.\n\nWhen AirPods were first released in 2016, they were a marvel of miniaturization.\nTo ditch cords and go wireless,Apple packed several chips, microphones and speakers into each headphone, which weigh about 4 grams. Without a cord, the earbud gets its power from a tiny cylindrical battery that has about 1% of the capacity of an iPhone’s battery.\nBut lithium-ion batteries, like those used by the AirPods, wear out the more they are used.\nSome owners have noticed that, after a few years, used AirPods eventually will last only an hour or so before needing to be recharged -- a big decay from the four-to-five-hour battery life they have when new. Because each AirPod is so small and so tightly packed into its housing, it’s almost impossible to swap out the old battery for a new one. Most people give up and just buy a new pair.\nThe limited lifespan of AirPods is exactly the kind of problem that the “right-to-repair” movement wants to fix. Repair shops and lobbyists that support repair reform want lawmakers to implement a variety of rules, including increased access to manuals and official parts and consumer protections around warranties.\nBut one of their most important requests is for companies to design products with repair in mind, instead of packing gadgets with unlabeled parts and sticking them together with glue, forcing users to use a knife to take them apart.\nThis desire puts repair advocates at odds with hardware companies like Apple, whose business models depend on customers upgrading to the latest model every few years. When Apple offered cheap iPhone battery repairs a few years ago, it hurt sales as consumers were able to hang on to their old phones for longer instead of upgrading. Apple also charges customers for repairs and extended warranties.\n“We design our products for durability in order to minimize the need for repair,” Apple wrote in an environmental report earlier this year. “But in the instance a repair is needed, we believe our customers should have convenient access to safe and reliable repair services, to get their product back up and running as quickly as possible.”\nThe right-to-repair movement gains steam\nPolicymakers have started to engage more closely with right-to-repair advocates in recent years. State-level bills have been introduced in a majority of states, but electronics companies have lobbied against them and none have passed.\nIn May, the Federal Trade Commission released a 56-page report on repair restrictions, concluding that repair restrictions have “steered consumers into manufacturers’ repair networks or to replace products before the end of their useful lives” — exactly the problem users are running into with their AirPods.\nThe Biden administration on Friday ordered the FTC to write new regulations targeted at limiting manufacturers’ ability to hamper independent or do-it-yourself repairs as part of a sweeping executive order. New repair rules have not yet been drafted.\n“Tech and other companies impose restrictions on self and third-party repairs, making repairs more costly and time-consuming, such as by restricting the distribution of parts, diagnostics, and repair tools,” the White House wrote in a fact sheet about the order on Friday, linking to a story about fixing Apple products. Apple declined to comment on the White House executive order.\nThe FTC has not said what it plans to do, but repair advocates want a few key policy changes, as detailed in its May report. They want companies to be required to make official replacement parts available. They want access to tools that could make repairs easier without reverse-engineering the tools or parts themselves. And ultimately, they want products to be designed with longer lifespans.\nApple is not the only company that would be affected by these policies. Much of the recent pressure is on medical device companies and tractor manufacturers. But given Apple’s ubiquity, it has become a poster child for repair, especially because it promotes its environmental efforts as a corporate value.\nApple has launched a program it calls the “Independent Repair Program” which gives repair shops the option to enter into a certification process and contract with Apple in order to get access to authentic Apple parts, tools and manuals.\nApple has also reduced the price of its battery replacement for iPhones, and recent models have been designed to make it easier to replace a battery or cracked screen, according to iFixit. Plus, compared to other consumer electronics companies, Apple has a large existing network of stores and authorized repair shops.\nStill, many Apple products remain challenging to repair at home or as a business with no contact with Apple.\nThe only AirPods battery replacement company\niFixit, a company that provides disassembly instructions and sells replacement parts for gadgets, gives AirPods models a score of zero out of 10 for repairability. According to iFixit, repairing these earbuds involves soldering, hot air guns and slicing through glue — that is, if replacement battery parts are even available. In the end, a would-be home repairer would have to put the four-gram computer back together again.\nApple provides “battery service” for AirPods, at the cost of $49 per earbud. But functionally, Apple simply gives you a replacement pair, and the old earbuds are recycled. It’s not a repair, it’s a replacement. And it’s expensive. AirPods originally cost $159, so opting for battery service costs more than half of the price of a new pair.\nApple sold about 72.8 million AirPods units in 2020, according to a CounterPoint research estimate, so tens of millions of consumers will face the same lack of choice in the coming years.\nPodSwap is a Miami company founded by Emma Stritzinger and Emily Alpert which aims to keep AirPods “out of the landfill.” They’re not associated with Apple.\nThey believe they’re the only company performing AirPod battery replacements, although other companies “refurbish” old AirPods, the founders told CNBC. The company was formed after the founders experienced dying AirPods themselves and thought that upgrading or replacing them would be wasteful and impractical.\nI recently replaced a pair of AirPods that were only holding a charge for 45 minutes -- too short to complete a phone call. I paid $59 on PodSwap’s Shopify site and a few days later received a replacement pair of AirPods with new batteries. They weren’t my old AirPods, they were another set that had their batteries replaced.\nAlong with those new pods, PodSwap includes a box and a return label. It wants your old AirPods back. It then cleans and sanitizes the old pair, puts in new batteries and sends them out to the next person who wants to change the battery in their old AirPods.\nBut PodSwap faces many challenges that show why repair advocates want new rules. Alpert said the design of the AirPod makes it challenging for repair shops or companies like theirs to do a lot of battery replacements. PodSwap’s process uses both robotics and manual labor, the founders said.\n“The process was developed through trial and error and a large number of units were ‘sacrificed’ and ultimately recycled. One major challenge we faced was overcoming the uniqueness of this product. Each AirPod is assembled with slight differences, which creates complexity in the disassembly,” Alpert said.\nPodSwap plans to soon offer service for the AirPods Pro, a newer model that costs $249 and are, surprisingly, powered by a standard-sized coin battery.\nBut the AirPods Pro have many of the same problems as the first model — tight tolerances, potential damage while taking them apart, a lack of replacement parts, and a design that suggests the product was always designed to last a limited time.\n“We have found the AirPods Pro’s batteries to be more difficult to replace,” Alpert said. “The ergonomic design and tight unforgiving tolerances make it exceptionally challenging to replace the batteries repeatedly, with a high degree of efficiency.”\nPodSwap wasn’t totally seamless for me — I got sent a combination of “first generation” and “second generation” AirPods. They caused my iPhone to send error messages, but I sent an email to PodSwap and a day or two later I got a second replacement set, which worked.\nAfter that, I sent my first replacement set and my old AirPods back. The AirPods I received look and work like new.\nI plan on trying to get another four years out of them.","news_type":1},"isVote":1,"tweetType":1,"viewCount":39,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":379978916,"gmtCreate":1618664278535,"gmtModify":1704713928297,"author":{"id":"3563577781679506","authorId":"3563577781679506","name":"Samuel.L","avatar":"https://static.tigerbbs.com/1186b61f5b04203ae75a2949bd647713","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3563577781679506","authorIdStr":"3563577781679506"},"themes":[],"htmlText":"Govofo,Like and comment !","listText":"Govofo,Like and comment !","text":"Govofo,Like and comment !","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":3,"repostSize":0,"link":"https://ttm.financial/post/379978916","repostId":"1145242426","repostType":4,"repost":{"id":"1145242426","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":1618579826,"share":"https://ttm.financial/m/news/1145242426?lang=&edition=fundamental","pubTime":"2021-04-16 21:30","market":"us","language":"en","title":"U.S. stocks gained in Friday open. Blockchain stocks fell","url":"https://stock-news.laohu8.com/highlight/detail?id=1145242426","media":"Tiger Newspress","summary":"(April 16) U.S. stocks shot higher at the open Friday, aiming for fresh records, as economic reports","content":"<p>(April 16)&nbsp;U.S. stocks shot higher at the open Friday, aiming for fresh records, as economic reports and corporate results remained strong. S&amp;P 500 edges higher to another all-time high, on pace for 4th straight positive week.</p><p>The Dow Jones Industrial Average added 157 points, 0.5%, to open near 34,193, while the S&amp;P 500 added 15 points, 0.4%, starting trading near 4,185. Both indexes clinched record closes Thursday. The Nasdaq Composite index,&nbsp; meanwhile, ticked up 0.1%, about 15 points, to trade near 14,053.</p><p>The pace of residential construction quickened in March, according to the most recent housing starts report and Morgan Stanley said profit doubled in the first quarter, topping analyst expectations.</p><p>Bitcoin slides,&nbsp;Blockchain stocks fell.&nbsp;</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/86da6884447eed1c7e8c7b86db77eb7f\" tg-width=\"313\" tg-height=\"361\" referrerpolicy=\"no-referrer\"><span>*Source From Tiger Trade, EST 09:37</span></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>U.S. stocks gained in Friday open. Blockchain stocks fell</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nU.S. stocks gained in Friday open. Blockchain stocks fell\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time\">2021-04-16 21:30</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>(April 16)&nbsp;U.S. stocks shot higher at the open Friday, aiming for fresh records, as economic reports and corporate results remained strong. S&amp;P 500 edges higher to another all-time high, on pace for 4th straight positive week.</p><p>The Dow Jones Industrial Average added 157 points, 0.5%, to open near 34,193, while the S&amp;P 500 added 15 points, 0.4%, starting trading near 4,185. Both indexes clinched record closes Thursday. The Nasdaq Composite index,&nbsp; meanwhile, ticked up 0.1%, about 15 points, to trade near 14,053.</p><p>The pace of residential construction quickened in March, according to the most recent housing starts report and Morgan Stanley said profit doubled in the first quarter, topping analyst expectations.</p><p>Bitcoin slides,&nbsp;Blockchain stocks fell.&nbsp;</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/86da6884447eed1c7e8c7b86db77eb7f\" tg-width=\"313\" tg-height=\"361\" referrerpolicy=\"no-referrer\"><span>*Source From Tiger Trade, EST 09:37</span></p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"SPY":"标普500ETF",".DJI":"道琼斯",".SPX":"S&P 500 Index",".IXIC":"NASDAQ Composite"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1145242426","content_text":"(April 16) U.S. stocks shot higher at the open Friday, aiming for fresh records, as economic reports and corporate results remained strong. S&P 500 edges higher to another all-time high, on pace for 4th straight positive week.The Dow Jones Industrial Average added 157 points, 0.5%, to open near 34,193, while the S&P 500 added 15 points, 0.4%, starting trading near 4,185. Both indexes clinched record closes Thursday. The Nasdaq Composite index,  meanwhile, ticked up 0.1%, about 15 points, to trade near 14,053.The pace of residential construction quickened in March, according to the most recent housing starts report and Morgan Stanley said profit doubled in the first quarter, topping analyst expectations.Bitcoin slides, Blockchain stocks fell. *Source From Tiger Trade, EST 09:37","news_type":1},"isVote":1,"tweetType":1,"viewCount":99,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":352288807,"gmtCreate":1616978526509,"gmtModify":1704800288543,"author":{"id":"3563577781679506","authorId":"3563577781679506","name":"Samuel.L","avatar":"https://static.tigerbbs.com/1186b61f5b04203ae75a2949bd647713","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3563577781679506","authorIdStr":"3563577781679506"},"themes":[],"htmlText":"Let’s go Tesla! Please like and comment !","listText":"Let’s go Tesla! Please like and comment !","text":"Let’s go Tesla! Please like and comment !","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":4,"repostSize":0,"link":"https://ttm.financial/post/352288807","repostId":"1111192234","repostType":4,"repost":{"id":"1111192234","pubTimestamp":1616772179,"share":"https://ttm.financial/m/news/1111192234?lang=&edition=fundamental","pubTime":"2021-03-26 23:22","market":"us","language":"en","title":"Tesla Deliveries Are Coming. They Matter More Than Ever. Here’s What to Expect.","url":"https://stock-news.laohu8.com/highlight/detail?id=1111192234","media":"Barrons","summary":"The first quarter ends in just a few days. That means more delivery data from auto makers is due. For investors, the figures will be higher stakes than usual. The reason is simple: The global automotive microchip shortage is roiling the entire car business.Numbers will matter even more for richly valued, high-growth companies such as Tesla. Tesla investors want growth, and the chip situation is squeezing growth. Both General Motors and Ford Motor have taken unexpected plant downtime recently and","content":"<p>The first quarter ends in just a few days. That means more delivery data from auto makers is due. For investors, the figures will be higher stakes than usual. The reason is simple: The global automotive microchip shortage is roiling the entire car business.</p>\n<p>Numbers will matter even more for richly valued, high-growth companies such as&nbsp;Tesla(ticker: TSLA). Tesla investors want growth, and the chip situation is squeezing growth. Both&nbsp;General Motors(GM) and&nbsp;Ford Motor(F) have taken unexpected plant downtime recently and have called the chip issue a billion-dollar profit headwind for 2021. That’s not what investors want to hear.</p>\n<p>Everyone is aware of the issue. Still, when first-quarter data is released, investors have to decide whether or not to give Tesla, or any other fast-growing EV maker, a pass if results are weaker than expected.</p>\n<p>So far the market isn’t feeling charitable. But the sample size is only one stock.</p>\n<p>NIO&nbsp;shares (NIO) are down more than 6% in Friday trading after the EV maker&nbsp;reduced guidance&nbsp;for first-quarter deliveries from about 20,250 cars to about 19,500. NIO management cited the chip shortage and is shutting a manufacturing plant for five days starting March 29.</p>\n<p>For Tesla, Wall Street is looking for about 162,000 vehicles delivered in March. That’s down from a peak estimate of about 183,000 vehicles. Analysts seem to be reducing numbers, possibly because of the shortage.</p>\n<p>Tesla delivered about 181,000 vehicles in the&nbsp;fourth quarter. For the full year 2021, analysts are looking for almost 800,000 vehicle deliveries, up about 60% year over year.</p>\n<p>RBC analyst&nbsp;Joe Spak&nbsp;is forecasting 170,000 first-quarter deliveries, up more than 90% year over year. He also forecasts Tesla will make 96,000 cars in California and 74,000 cars in China during the quarter. “Consensus [estimate] looks mostly reasonable,” wrote Spak in a Thursday report. “We do look for updates to see how the semi shortage is impacting&nbsp;Tesla—as it has the rest of the industry.” He sees some additional downside risk to estimates, especially for second-quarter numbers, because of chips.</p>\n<p>Spak rates Tesla stock Hold and has a $725 price target for shares.</p>\n<p>In the case of Tesla stock, the chip shortage has taken a back seat to rising interest rates. Rising rateshit growth stocksin two main ways. For starters, it makes growth more expensive to finance. NIO isn’t profitable yet. High-growth companies generate most of their cash flow far in the future. That cash flow is worth a little less, relatively speaking, when investors can earn higher interest rates on their cash today.</p>\n<p>Tesla stock is down roughly 10% year to date after rising more than 740% in 2020. Shares are down 0.9% in early Friday trading, at $634.40. The&nbsp;S&amp;P 500is up about 0.7%.</p>","source":"lsy1601382232898","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Tesla Deliveries Are Coming. They Matter More Than Ever. Here’s What to Expect.</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nTesla Deliveries Are Coming. They Matter More Than Ever. Here’s What to Expect.\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-03-26 23:22 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.barrons.com/articles/tesla-deliveries-are-coming-they-matter-more-than-ever-heres-what-to-expect-51616769819?mod=hp_DAY_Theme_1_3><strong>Barrons</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>The first quarter ends in just a few days. That means more delivery data from auto makers is due. For investors, the figures will be higher stakes than usual. The reason is simple: The global ...</p>\n\n<a href=\"https://www.barrons.com/articles/tesla-deliveries-are-coming-they-matter-more-than-ever-heres-what-to-expect-51616769819?mod=hp_DAY_Theme_1_3\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TSLA":"特斯拉"},"source_url":"https://www.barrons.com/articles/tesla-deliveries-are-coming-they-matter-more-than-ever-heres-what-to-expect-51616769819?mod=hp_DAY_Theme_1_3","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1111192234","content_text":"The first quarter ends in just a few days. That means more delivery data from auto makers is due. For investors, the figures will be higher stakes than usual. The reason is simple: The global automotive microchip shortage is roiling the entire car business.\nNumbers will matter even more for richly valued, high-growth companies such as Tesla(ticker: TSLA). Tesla investors want growth, and the chip situation is squeezing growth. Both General Motors(GM) and Ford Motor(F) have taken unexpected plant downtime recently and have called the chip issue a billion-dollar profit headwind for 2021. That’s not what investors want to hear.\nEveryone is aware of the issue. Still, when first-quarter data is released, investors have to decide whether or not to give Tesla, or any other fast-growing EV maker, a pass if results are weaker than expected.\nSo far the market isn’t feeling charitable. But the sample size is only one stock.\nNIO shares (NIO) are down more than 6% in Friday trading after the EV maker reduced guidance for first-quarter deliveries from about 20,250 cars to about 19,500. NIO management cited the chip shortage and is shutting a manufacturing plant for five days starting March 29.\nFor Tesla, Wall Street is looking for about 162,000 vehicles delivered in March. That’s down from a peak estimate of about 183,000 vehicles. Analysts seem to be reducing numbers, possibly because of the shortage.\nTesla delivered about 181,000 vehicles in the fourth quarter. For the full year 2021, analysts are looking for almost 800,000 vehicle deliveries, up about 60% year over year.\nRBC analyst Joe Spak is forecasting 170,000 first-quarter deliveries, up more than 90% year over year. He also forecasts Tesla will make 96,000 cars in California and 74,000 cars in China during the quarter. “Consensus [estimate] looks mostly reasonable,” wrote Spak in a Thursday report. “We do look for updates to see how the semi shortage is impacting Tesla—as it has the rest of the industry.” He sees some additional downside risk to estimates, especially for second-quarter numbers, because of chips.\nSpak rates Tesla stock Hold and has a $725 price target for shares.\nIn the case of Tesla stock, the chip shortage has taken a back seat to rising interest rates. Rising rateshit growth stocksin two main ways. For starters, it makes growth more expensive to finance. NIO isn’t profitable yet. High-growth companies generate most of their cash flow far in the future. That cash flow is worth a little less, relatively speaking, when investors can earn higher interest rates on their cash today.\nTesla stock is down roughly 10% year to date after rising more than 740% in 2020. Shares are down 0.9% in early Friday trading, at $634.40. The S&P 500is up about 0.7%.","news_type":1},"isVote":1,"tweetType":1,"viewCount":40,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":389895649,"gmtCreate":1612748649081,"gmtModify":1704873747089,"author":{"id":"3563577781679506","authorId":"3563577781679506","name":"Samuel.L","avatar":"https://static.tigerbbs.com/1186b61f5b04203ae75a2949bd647713","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3563577781679506","authorIdStr":"3563577781679506"},"themes":[],"htmlText":"Should I invest in Bitcoin?","listText":"Should I invest in Bitcoin?","text":"Should I invest in Bitcoin?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":5,"repostSize":0,"link":"https://ttm.financial/post/389895649","repostId":"1161551882","repostType":4,"isVote":1,"tweetType":1,"viewCount":21,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9034970512,"gmtCreate":1647777238476,"gmtModify":1676534265071,"author":{"id":"3563577781679506","authorId":"3563577781679506","name":"Samuel.L","avatar":"https://static.tigerbbs.com/1186b61f5b04203ae75a2949bd647713","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3563577781679506","authorIdStr":"3563577781679506"},"themes":[],"htmlText":"Okok","listText":"Okok","text":"Okok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9034970512","repostId":"2220430742","repostType":4,"repost":{"id":"2220430742","pubTimestamp":1647741823,"share":"https://ttm.financial/m/news/2220430742?lang=&edition=fundamental","pubTime":"2022-03-20 10:03","market":"us","language":"en","title":"Alibaba: Why I'm Not Selling A Single Share","url":"https://stock-news.laohu8.com/highlight/detail?id=2220430742","media":"seekingalpha","summary":"SummaryAlibaba has been a challenging investment over the last year, dropping by as much as 77% from","content":"<html><head></head><body><p><b>Summary</b></p><ul><li>Alibaba has been a challenging investment over the last year, dropping by as much as 77% from its ATH.</li><li>Despite increasing revenues by more than tenfold, its stock price dropped down to levels not seen since its early post-IPO days.</li><li>However, things are likely to change in a big way for Alibaba investors.</li><li>Much of the transitory detrimental factors are now behind the company, and more emphasis should go towards positive developments now.</li><li>Alibaba&#39;s business remains solid, growth should resume, and the company will likely become more profitable in future years.</li></ul><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/70ca27bada17fe6e115be1eaa4822061\" tg-width=\"750\" tg-height=\"513\" referrerpolicy=\"no-referrer\"/><span>Philiphotographer/iStock Unreleased via Getty Images</span></p><p>I began investing in Alibaba (NYSE:BABA) in early 2015, shortly after the company IPOed in the U.S. Incidentally, I started buying the stock at a similar price point to Alibaba&#39;s recent low ($70-80). I would be lying if I said that this was not a challenging investment, but Alibaba is remarkably cheap right now. Furthermore, the ongoing concerns surrounding the company are overexaggerated. Moreover, the Chinese government is now taking market-friendly measures to stabilize markets and support stock prices. We could be looking at a tectonic shift in China, and Alibaba shares will likely get a substantial bid moving forward. Despite the recent monster 40% rebound, Alibaba remains a strong buy around the $100 level. Additionally, the company&#39;s share price should continue appreciating as we advance through 2022 and beyond and could reach $300 within the next three years.</p><p><b>Alibaba Skyrockets On Beijing News</b></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/aa856eb9a75ce4c55e67c3d28a956fd7\" tg-width=\"640\" tg-height=\"676\" referrerpolicy=\"no-referrer\"/><span>BABA (StockCharts)</span></p><p>We just saw one of the most violent up moves in history. Alibaba soared by approximately $100 billion in market cap in a single day. China will provide additional support to the Chinese economy through monetary policy, and the government reaffirmed that it supports foreign IPOs. The report also stated that China supports listings overseas and will work with the SEC to resolve any issues.</p><p>Concerns over increased regulation, possible delisting fears, and other transitory concerns led Alibaba to unprecedented declines over the last year. The stock cratered by about 77% (peak to trough) from its recent highs, illustrating one of the most significant market cap declines. Recent selling became indiscriminate and panic-driven, likely leading to one of the best buying opportunities in Alibaba&#39;s history. The most striking thing is that nothing material changed about Alibaba&#39;s business. The company&#39;s growth slowed a bit more than expected, and it&#39;s going through a transitory margin compression phase. However, this is not something that warrants a 77% decline or anything even close, and Alibaba&#39;s stock remains exceptionally cheap.</p><p><b>Alibaba Back Then And Now</b></p><p>Back then (in 2015), when I first began buying Alibaba, its stock was around $80. In recent sessions, Alibaba&#39;s stock dipped below $80 for the first time in about six years. In 2015 Alibaba&#39;s revenues were $12.3 billion, and the company recorded approximately $131.6 billion in revenues in its trailing twelve months (&#34;TTM&#34;). Its gross profit was at about $8.4 billion then, and nearly $50 billion in its TTM. I think you get the picture here. Revenues and many profitability metrics have surged in the past six years, yet Alibaba&#39;s stock price was back at its post-IPO lows in recent days. I&#39;ve written many articles on Alibaba, I own the stock, and I continue to argue that Alibaba&#39;s stock price is unjustly low and has a strong probability of moving significantly higher in future years.</p><p><b>Alibaba&#39;s Stock Is Remarkably Cheap</b></p><p>How cheap is Alibaba, even after its unprecedented 40% move higher? Consensus EPS estimates are for approximately $10 in 2023, illustrating that at $100, the stock is only trading at ten times forward EPS estimates. If we look at Alibaba&#39;s revenue projections, we see that the company should still grow revenues by 10-15% in the coming years. Moreover, Alibaba has the potential to become more profitable in future years, suggesting that its EPS projections may be muted and lowballed. The company&#39;s growth dynamic, profitability potential, and low valuation illustrate that its stock remains exceptionally cheap and has a high probability of appreciating substantially in future years.</p><p><b>The Bottom Line: Not Selling A Single Share</b></p><p>I&#39;m not selling a single Alibaba share here. As I&#39;ve written many times, Alibaba and Chinese stocks, in general, went through a transitory phase where overly negative news flow put enormous pressure on stock prices. This problematic period lasted for over one year and caused stock prices, including Alibaba&#39;s, to decline to obscenely oversold and undervalued levels. Now that the negative news is behind us, we will likely see more emphasis on positive developments regarding Alibaba. The company does not face significant threats from the regulation, and the U.S. delisting fears are overblown. Moreover, Alibaba remains a dominant, market-leading e-commerce giant that should continue growing double-digit for several years. Furthermore, the company&#39;s stock is dirt cheap right now, and Alibaba&#39;s share price will likely appreciate considerably as the company advances in future years.</p><p><b>Here&#39;s what Alibaba&#39;s financials could look like as the company moves forward into 2025:</b></p><table><tbody><tr><td>Year</td><td>2022</td><td>2023</td><td>2024</td><td>2025</td></tr><tr><td>Revenues</td><td>$151B</td><td>$167B</td><td>$184B</td><td>$203B</td></tr><tr><td>Revenue growth</td><td>15.3%</td><td>10.6%</td><td>10.2%</td><td>10.3%</td></tr><tr><td>EPS</td><td>$10.25</td><td>$10.55</td><td>$13.12</td><td>$15.85</td></tr><tr><td>Forward P/E</td><td>12</td><td>15</td><td>18</td><td>20</td></tr><tr><td>Price</td><td>$127</td><td>$197</td><td>$285</td><td>$375</td></tr></tbody></table><p>Source: The Author</p><p>As we advance, Alibaba&#39;s revenue growth should continue to expand, and the company&#39;s profitability should continue improving. Moreover, the company&#39;s transitory negative news flow stage should continue to pass. Therefore, sentiment should strengthen, and Alibaba&#39;s P/E multiple should gradually expand. It is not uncommon for companies with similar growth and profitability dynamics to trade at 20-30 times EPS estimates or higher. Thus, Alibaba should not have a problem getting back up to a 20 P/E multiple in future years. As sentiment improves, its share price could appreciate considerably in the coming years, to my price target of $375 in 2025.</p><p><b>Risks To Consider</b></p><p>While I&#39;m bullish on Alibaba, various factors could occur that may derail my expectations for the company. For instance, the regulation could clamp down further on Alibaba and other Chinese tech giants. Moreover, U.S. regulators could decide to delist the company&#39;s ADRs. Increased competition could impact Alibaba&#39;s growth and profits. The company&#39;s growth could be worse than my current anticipation. Also, Alibaba&#39;s profitability could continue to struggle for various reasons. There are multiple risks to this investment, which is why shares are very cheap right now. In my view, Alibaba remains an elevated risk/high reward investment, and investors should carefully examine the risks before opening a position in Alibaba stock.</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>Alibaba: Why I'm Not Selling A Single Share</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\">\nAlibaba: Why I'm Not Selling A Single Share\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-03-20 10:03 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4496224-alibaba-why-im-not-selling-single-share><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryAlibaba has been a challenging investment over the last year, dropping by as much as 77% from its ATH.Despite increasing revenues by more than tenfold, its stock price dropped down to levels ...</p>\n\n<a href=\"https://seekingalpha.com/article/4496224-alibaba-why-im-not-selling-single-share\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"09988":"阿里巴巴-W","BABA":"阿里巴巴"},"source_url":"https://seekingalpha.com/article/4496224-alibaba-why-im-not-selling-single-share","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"2220430742","content_text":"SummaryAlibaba has been a challenging investment over the last year, dropping by as much as 77% from its ATH.Despite increasing revenues by more than tenfold, its stock price dropped down to levels not seen since its early post-IPO days.However, things are likely to change in a big way for Alibaba investors.Much of the transitory detrimental factors are now behind the company, and more emphasis should go towards positive developments now.Alibaba's business remains solid, growth should resume, and the company will likely become more profitable in future years.Philiphotographer/iStock Unreleased via Getty ImagesI began investing in Alibaba (NYSE:BABA) in early 2015, shortly after the company IPOed in the U.S. Incidentally, I started buying the stock at a similar price point to Alibaba's recent low ($70-80). I would be lying if I said that this was not a challenging investment, but Alibaba is remarkably cheap right now. Furthermore, the ongoing concerns surrounding the company are overexaggerated. Moreover, the Chinese government is now taking market-friendly measures to stabilize markets and support stock prices. We could be looking at a tectonic shift in China, and Alibaba shares will likely get a substantial bid moving forward. Despite the recent monster 40% rebound, Alibaba remains a strong buy around the $100 level. Additionally, the company's share price should continue appreciating as we advance through 2022 and beyond and could reach $300 within the next three years.Alibaba Skyrockets On Beijing NewsBABA (StockCharts)We just saw one of the most violent up moves in history. Alibaba soared by approximately $100 billion in market cap in a single day. China will provide additional support to the Chinese economy through monetary policy, and the government reaffirmed that it supports foreign IPOs. The report also stated that China supports listings overseas and will work with the SEC to resolve any issues.Concerns over increased regulation, possible delisting fears, and other transitory concerns led Alibaba to unprecedented declines over the last year. The stock cratered by about 77% (peak to trough) from its recent highs, illustrating one of the most significant market cap declines. Recent selling became indiscriminate and panic-driven, likely leading to one of the best buying opportunities in Alibaba's history. The most striking thing is that nothing material changed about Alibaba's business. The company's growth slowed a bit more than expected, and it's going through a transitory margin compression phase. However, this is not something that warrants a 77% decline or anything even close, and Alibaba's stock remains exceptionally cheap.Alibaba Back Then And NowBack then (in 2015), when I first began buying Alibaba, its stock was around $80. In recent sessions, Alibaba's stock dipped below $80 for the first time in about six years. In 2015 Alibaba's revenues were $12.3 billion, and the company recorded approximately $131.6 billion in revenues in its trailing twelve months (\"TTM\"). Its gross profit was at about $8.4 billion then, and nearly $50 billion in its TTM. I think you get the picture here. Revenues and many profitability metrics have surged in the past six years, yet Alibaba's stock price was back at its post-IPO lows in recent days. I've written many articles on Alibaba, I own the stock, and I continue to argue that Alibaba's stock price is unjustly low and has a strong probability of moving significantly higher in future years.Alibaba's Stock Is Remarkably CheapHow cheap is Alibaba, even after its unprecedented 40% move higher? Consensus EPS estimates are for approximately $10 in 2023, illustrating that at $100, the stock is only trading at ten times forward EPS estimates. If we look at Alibaba's revenue projections, we see that the company should still grow revenues by 10-15% in the coming years. Moreover, Alibaba has the potential to become more profitable in future years, suggesting that its EPS projections may be muted and lowballed. The company's growth dynamic, profitability potential, and low valuation illustrate that its stock remains exceptionally cheap and has a high probability of appreciating substantially in future years.The Bottom Line: Not Selling A Single ShareI'm not selling a single Alibaba share here. As I've written many times, Alibaba and Chinese stocks, in general, went through a transitory phase where overly negative news flow put enormous pressure on stock prices. This problematic period lasted for over one year and caused stock prices, including Alibaba's, to decline to obscenely oversold and undervalued levels. Now that the negative news is behind us, we will likely see more emphasis on positive developments regarding Alibaba. The company does not face significant threats from the regulation, and the U.S. delisting fears are overblown. Moreover, Alibaba remains a dominant, market-leading e-commerce giant that should continue growing double-digit for several years. Furthermore, the company's stock is dirt cheap right now, and Alibaba's share price will likely appreciate considerably as the company advances in future years.Here's what Alibaba's financials could look like as the company moves forward into 2025:Year2022202320242025Revenues$151B$167B$184B$203BRevenue growth15.3%10.6%10.2%10.3%EPS$10.25$10.55$13.12$15.85Forward P/E12151820Price$127$197$285$375Source: The AuthorAs we advance, Alibaba's revenue growth should continue to expand, and the company's profitability should continue improving. Moreover, the company's transitory negative news flow stage should continue to pass. Therefore, sentiment should strengthen, and Alibaba's P/E multiple should gradually expand. It is not uncommon for companies with similar growth and profitability dynamics to trade at 20-30 times EPS estimates or higher. Thus, Alibaba should not have a problem getting back up to a 20 P/E multiple in future years. As sentiment improves, its share price could appreciate considerably in the coming years, to my price target of $375 in 2025.Risks To ConsiderWhile I'm bullish on Alibaba, various factors could occur that may derail my expectations for the company. For instance, the regulation could clamp down further on Alibaba and other Chinese tech giants. Moreover, U.S. regulators could decide to delist the company's ADRs. Increased competition could impact Alibaba's growth and profits. The company's growth could be worse than my current anticipation. Also, Alibaba's profitability could continue to struggle for various reasons. There are multiple risks to this investment, which is why shares are very cheap right now. In my view, Alibaba remains an elevated risk/high reward investment, and investors should carefully examine the risks before opening a position in Alibaba stock.","news_type":1},"isVote":1,"tweetType":1,"viewCount":165,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9035492508,"gmtCreate":1647651463501,"gmtModify":1676534255203,"author":{"id":"3563577781679506","authorId":"3563577781679506","name":"Samuel.L","avatar":"https://static.tigerbbs.com/1186b61f5b04203ae75a2949bd647713","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3563577781679506","authorIdStr":"3563577781679506"},"themes":[],"htmlText":"Let's go D","listText":"Let's go D","text":"Let's go D","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9035492508","repostId":"2220726035","repostType":4,"repost":{"id":"2220726035","pubTimestamp":1647650557,"share":"https://ttm.financial/m/news/2220726035?lang=&edition=fundamental","pubTime":"2022-03-19 08:42","market":"us","language":"en","title":"Disney: Awakening The Sleeping Giant","url":"https://stock-news.laohu8.com/highlight/detail?id=2220726035","media":"seekingalpha","summary":"SummaryDisney+ is on track to meeting its FY2024 targets and will be doubling the number of original","content":"<html><head></head><body><p><b>Summary</b></p><ul><li>Disney+ is on track to meeting its FY2024 targets and will be doubling the number of original content as well as the number of markets it&#39;s operating in.</li><li>ESPN&#39;s huge scale could bring additional huge growth opportunities in sports betting, which Disney has given the nod of approval for.</li><li>Both domestic and international parks will see strong recovery as pent-up demand for travel brings traffic back to Disney&#39;s parks along with an improvement in margins.</li><li>Based on an SOTP valuation, my target price for Disney is $197, implying 43% upside from current levels.</li></ul><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/1b25c502149358c089ee67660f6d4830\" tg-width=\"750\" tg-height=\"500\" width=\"100%\" height=\"auto\"/><span>hapabapa/iStock Editorial via Getty Images</span></p><p>Walt Disney (NYSE:DIS) is an attractive investment right now due to its long term growth potential as well as its likely recovery from covid impacts to its parks and attractions.</p><p><b>Investment thesis</b></p><p>The investment theses for Disney are as follows:</p><ol><li>Disney+ will be doubling the number of markets it operates in globally and doubling the amount of original content it is releasing. Furthermore, the market is under-pricing the chance of Disney+ achieving its FY2024 targets, which in my view, is becoming much more achievable with the current roadmap.</li><li>Sports could be an interesting bright spot for Disney as ESPN could leverage on its huge scale to enter sports betting, which is what many of its ESPN consumers want.</li><li>Parks segment will see a strong recovery in FY2022 due to increasing domestic and international guests at its attractions as travel resumes and heads back towards pre-COVID times.</li></ol><p>Overview</p><p>When looking at Disney, it&#39;s important to note the revenue mix of the company. There are two main segments to Disney:</p><ol><li>Disney Media &amp; Entertainment Distribution (DMED) segment which makes up 75% of revenues in 2021. This segment was formed in 2020 as part of Disney&#39;s reorganisation of its media and entertainment business and as it focuses more on the segment. This segment includes streaming services,, linear and syndicated television networks. This includes the direct-to-consumer units like Disney+, Hotstar, ESPN, Hulu</li><li>Disney Parks, Experiences &amp; Products (DPEP) segment which makes up 25% of revenues in 2021. This is Disney&#39;s most iconic travel and leisure business which includes its 6 resort destinations in the United States, Europe and Asia, as well as its cruise line.</li></ol><p>However, the revenue mix in FY2020 and FY2021, in my opinion, is more skewed towards DMED segment due to the huge impact on DPEP segment as the COVID 19 pandemic struck in 2020 and the impacts continued to linger in 2021. Of course, there is also the trend of fast growing DMED segment due to the increasing penetration of Disney&#39;s DTC streaming services like Disney+</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/85405b7865b0cfd86dacf33622d3fdb2\" tg-width=\"640\" tg-height=\"184\" width=\"100%\" height=\"auto\"/><span>Revenue mix and growth of Disney (Disney Annual Reports)</span></p><p>When looking at the operating income mix, I think it is quite clear that the DPEP segment has not just seen a decline in revenues, but also margin reduction due to the low volumes in its parks and attractions. That said, at pre-COVID levels, the DPEP segment was one of the more profitable segments at around 27% operating margins. In my opinion, it is a matter of time before Disney&#39;s DPEP segment operating margins will normalise as customers return to its parks.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/7cde9d56416980fbbade8ae8f921bbbd\" tg-width=\"640\" tg-height=\"233\" width=\"100%\" height=\"auto\"/><span>Disney Operating Income Mix and Growth (Disney Annual Reports)</span></p><p><b>Disney+ is well positioned for the future</b></p><p>With net adds to Disney+ subs being 11.8 million in 1QFY22, this beat on consensus shows me that the market may perhaps be underpricing the probability of Disney+ achieving its long term 2024 target of achieving 230 million to 260 million subscribers.</p><p>Furthermore, what makes me more optimistic about Disney+ is the strong slate of marquee content coming in 2QF22 and beyond.</p><p>Overall, Disney is almost doubling the amount or original content from its marquee brands in Disney+ in FY2022, with most of these titles coming online in 2HFY22, particularly between July and September. In 2QF22, Pixar will release <i>Turning Red</i> (11 March) and Marvel releases <i>Moon Knight</i> (30 March).</p><p>More highly anticipated releases in 3QF22 and after will include 2 new Star Wars series <i>Andor</i> (To be announced) and <i>Obi-Wan Kenobi</i> (25 March), new Marvel series <i>Ms. Marvel</i> (To be announced) and <i>She-Hulk</i> (To be announced), a live-action <i>Pinocchio</i>(To be announced) starring Tom Hanks, and <i>Hocus Pocus 2</i> (FY2023).</p><p>Management reiterated that they have more than 340 local original titles in various stages of development and production for their DTC platforms over the next few years. Local content offerings are also increasing in Asia, India, Europe, and LatAm in FY2022, with the majority of those titles releasing in F2H22.</p><p>In my opinion, this will be a pivotal moment for Disney+ as 4QFY22 will be the first time in Disney+ history that the company will be releasing original content throughout the quarter from all of Disney, Marvel, Star Wars, Pixar, and Nat Geo.</p><p>Although there could be some risk of subs deceleration in 2QFY22 due to the back end weighted content in the second half of the year. That said, the focus should really be on 2HFY22 as, in my opinion, there could be meaningfully much higher net adds to subscriber base, partly due to content release schedule in 2HFY22, and also the international launches happening as Disney+ expands its reach globally.</p><p>In the 1QFY22 management call, management emphasised Disney+&#39;s expansion globally. In FY2022, the company plans on bringing Disney+ to more than 50 more countries. This includes countries in Central Eastern Europe, the Middle East, and South Africa.</p><p>In total, management has plans to more than double the number of markets Disney+ is in now from 80 currently to more than 160 markets by FY2023. I would expect that the initial impact of these planned market launches will be most evident in F3Q22. As such, I am of the opinion that we will continue to see quarter over quarter improvements in Disney+ net adds from 8 million net adds in 2QFY22, to 12 million net adds in 3QFY22.</p><p><b>Sports could be a future bright spot</b></p><p>In the November 10 2021 earnings call, Bob Chapek, CEO of Disney, said that the company will expand into sports betting through ESPN. Although this may not sound like anything new, this is the first time ESPN&#39;s parent company, Disney, acknowledged that sports betting will be beneficial to the parent company and will not affect Disney&#39;s brand. This sets a clear signal that the top management in Disney is giving the go ahead to go deeper and bigger into the world of sports betting.</p><p>In fact, sports betting has been something the company has been dipping its toes into. In 2020, ESPN got into an agreement with both Caesars Entertainment and DraftKings to link to their sportsbooks from</p><p>There were talks in August 2021 about ESPN, at that time, was in discussions to potentially explore a brand licensing deal with DraftKings or Caesars Entertainment for $3 billion.</p><p>Bob Chapek mentioned that the company wants to have a greater presence in online sports betting and can leverage on ESPN&#39;s reach and scale to partner with 3rd parties in the sports betting space.</p><p>In my opinion, this could help Disney create brand new revenue streams and bring growth to ESPN, especially as ESPN advertising revenues were flat in the 4th quarter of 2021 when compared to the same quarter a year before. However, its streaming service EPSN+ grew subscribers by 66% over the year and almost 90% of the most watched broadcasts on Disney&#39;s owned TV networks were sports events. Thus, I think that to leverage on this strength that Disney has would make lots of sense not just for ESPN, but for Disney as a whole.</p><p>In addition, the move to sports betting would also attract and retain a younger audience and keep the momentum growing for ESPN. Furthermore, it is noted by Chapel that the consumer wants to have sports betting and to meet the needs of the ESPN customers, Disney needs to move into sports betting or risk missing a great opportunity or even being irrelevant in the future.</p><p><b>Recovery of parks will bring huge revenue and operating income upside</b></p><p>In 1QFY22, the Parks segment saw a material beat in revenues and operating incomes which in my view is a sign that we could be seeing structurally stronger growth rates in revenue as well as operating margins normalisation as international parks and domestic parks fully open and as travel returns to pre-pandemic levels.</p><p>Although there were lower attendance than 2019, Parks revenue and operating income matched pre-pandemic levels due to the higher yield benefits with per cap spending up more than 40% compared to 1QFY19.</p><p>Furthermore, based on the latest results, trends in attendance at Disney&#39;s domestic parks have continued to increase as Walt Disney World and Disneyland 1QFY22 attendance was up double digits compared to that of 4QFY21. This was likely also reflecting the seasonality effects of the holiday season.</p><p>Moving forward, although there is likely to be continued impact from COVID in the form of volatility, Disney&#39;s domestic parks will likely see continued strong demand from domestic guests while international parks will likely see a surge in demand in the latter half of the year. This is due to the increased closures like that of Hong Kong Disneyland currently being temporarily closed.</p><p>For my longer term forecasts, I believe that we could see per caps spending sustain above pre-COVID levels and thus this will drive higher margins for the segment. Driven by huge volume and customer growth both from domestic and international guests, the recovery in Disney&#39;s Parks segment will be significant in FY2022.</p><p><b>Valuation</b></p><p>Based on above points mentioned, I developed a financial model for Disney to come up with a valuation using sum of the parts (SOTP) valuation of the different segments. Due to the currently unprofitable nature of DTC, this was forecasted using longer term DCF model for the DTC segment.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/592ec77a3e6703ec77a973ea2f37ec2d\" tg-width=\"640\" tg-height=\"267\" width=\"100%\" height=\"auto\"/><span>SOTP Valuation of Disney (Author generated model)</span></p><p>Based on the SOTP valuation, I derived a target price of $197, and there is a 43% upside potential for Disney based on current price levels.</p><p>Looking to relative valuation, when comparing Disney with Netflix (NFLX), one of Disney&#39;s competitors in the streaming services market, the forward P/E ratios of both companies are somewhat similar at about 31x to 32x 1 year forward P/E.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/9bba2de777172d857327f65f1635488c\" tg-width=\"635\" tg-height=\"433\" width=\"100%\" height=\"auto\"/><span>Data by YCharts</span></p><p>However, as highlighted in earlier sections, Disney&#39;s growth is likely to be higher than that of Netflix due to the higher growth from DPEP segment as travel recovers, and also from DMED segment as Disney+ content releases bring in record numbers of net adds and subscribers. As can be seen below, although Disney&#39;s revenues plunged in 2020, its starting to show faster growth in 2021 as it continues to recover from the COVID situation.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/3b539d4941a78dc5366d8a9b95abaa13\" tg-width=\"635\" tg-height=\"433\" width=\"100%\" height=\"auto\"/><span>Data by YCharts</span></p><p><b>Risks</b></p><p><b>Competition</b></p><p>We are seeing increased competition in the streaming space. Although Disney has a strong franchise of brands in Disney+, competitors like Netflix, Apple TV (AAPL) and Amazon Prime Video (AMZN) could significantly increase content and marketing trend, competing for the same eyeballs for streaming services and thereby restricting Disney&#39;s subscriber and margin growth.</p><p><b>COVID related risks</b></p><p>As Disney&#39;s traditional travel and leisure Parks business is very susceptible to global travel and tourism trends, any increase in COVID related measures in any geographies that Disney&#39;s parks are operating in could result in slower than expected recovery.</p><p><b>Conclusion</b></p><p>All in all, there is a good risk reward investment opportunity for Disney at the current levels. With Parks segment set to see margin improvement to above pre-COVID levels as well as see traffic return, this will bring about a huge growth in revenues and profits from the profitable parks business. Furthermore, Disney continues to execute well in its streaming business, with 2HFY22 being a very exciting time for Disney+ as it rolls out to more markets and as it releases much more original marquee content that could reach a wide range of audiences. Based on SOTP valuation, my target price for Disney is $197, implying 43% upside from current levels, which is an attractive investment opportunity in my view.</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>Disney: Awakening The Sleeping Giant</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; 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}\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nDisney: Awakening The Sleeping Giant\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-03-19 08:42 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4496356-disney-attractive-investment-long-term-growth><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryDisney+ is on track to meeting its FY2024 targets and will be doubling the number of original content as well as the number of markets it's operating in.ESPN's huge scale could bring additional...</p>\n\n<a href=\"https://seekingalpha.com/article/4496356-disney-attractive-investment-long-term-growth\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4554":"元宇宙及AR概念","BK4532":"文艺复兴科技持仓","DIS":"迪士尼","BK4551":"寇图资本持仓","BK4581":"高盛持仓","BK4524":"宅经济概念","BK4108":"电影和娱乐","BK4561":"索罗斯持仓","BK4534":"瑞士信贷持仓","BK4507":"流媒体概念","BK4550":"红杉资本持仓"},"source_url":"https://seekingalpha.com/article/4496356-disney-attractive-investment-long-term-growth","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"2220726035","content_text":"SummaryDisney+ is on track to meeting its FY2024 targets and will be doubling the number of original content as well as the number of markets it's operating in.ESPN's huge scale could bring additional huge growth opportunities in sports betting, which Disney has given the nod of approval for.Both domestic and international parks will see strong recovery as pent-up demand for travel brings traffic back to Disney's parks along with an improvement in margins.Based on an SOTP valuation, my target price for Disney is $197, implying 43% upside from current levels.hapabapa/iStock Editorial via Getty ImagesWalt Disney (NYSE:DIS) is an attractive investment right now due to its long term growth potential as well as its likely recovery from covid impacts to its parks and attractions.Investment thesisThe investment theses for Disney are as follows:Disney+ will be doubling the number of markets it operates in globally and doubling the amount of original content it is releasing. Furthermore, the market is under-pricing the chance of Disney+ achieving its FY2024 targets, which in my view, is becoming much more achievable with the current roadmap.Sports could be an interesting bright spot for Disney as ESPN could leverage on its huge scale to enter sports betting, which is what many of its ESPN consumers want.Parks segment will see a strong recovery in FY2022 due to increasing domestic and international guests at its attractions as travel resumes and heads back towards pre-COVID times.OverviewWhen looking at Disney, it's important to note the revenue mix of the company. There are two main segments to Disney:Disney Media & Entertainment Distribution (DMED) segment which makes up 75% of revenues in 2021. This segment was formed in 2020 as part of Disney's reorganisation of its media and entertainment business and as it focuses more on the segment. This segment includes streaming services,, linear and syndicated television networks. This includes the direct-to-consumer units like Disney+, Hotstar, ESPN, HuluDisney Parks, Experiences & Products (DPEP) segment which makes up 25% of revenues in 2021. This is Disney's most iconic travel and leisure business which includes its 6 resort destinations in the United States, Europe and Asia, as well as its cruise line.However, the revenue mix in FY2020 and FY2021, in my opinion, is more skewed towards DMED segment due to the huge impact on DPEP segment as the COVID 19 pandemic struck in 2020 and the impacts continued to linger in 2021. Of course, there is also the trend of fast growing DMED segment due to the increasing penetration of Disney's DTC streaming services like Disney+Revenue mix and growth of Disney (Disney Annual Reports)When looking at the operating income mix, I think it is quite clear that the DPEP segment has not just seen a decline in revenues, but also margin reduction due to the low volumes in its parks and attractions. That said, at pre-COVID levels, the DPEP segment was one of the more profitable segments at around 27% operating margins. In my opinion, it is a matter of time before Disney's DPEP segment operating margins will normalise as customers return to its parks.Disney Operating Income Mix and Growth (Disney Annual Reports)Disney+ is well positioned for the futureWith net adds to Disney+ subs being 11.8 million in 1QFY22, this beat on consensus shows me that the market may perhaps be underpricing the probability of Disney+ achieving its long term 2024 target of achieving 230 million to 260 million subscribers.Furthermore, what makes me more optimistic about Disney+ is the strong slate of marquee content coming in 2QF22 and beyond.Overall, Disney is almost doubling the amount or original content from its marquee brands in Disney+ in FY2022, with most of these titles coming online in 2HFY22, particularly between July and September. In 2QF22, Pixar will release Turning Red (11 March) and Marvel releases Moon Knight (30 March).More highly anticipated releases in 3QF22 and after will include 2 new Star Wars series Andor (To be announced) and Obi-Wan Kenobi (25 March), new Marvel series Ms. Marvel (To be announced) and She-Hulk (To be announced), a live-action Pinocchio(To be announced) starring Tom Hanks, and Hocus Pocus 2 (FY2023).Management reiterated that they have more than 340 local original titles in various stages of development and production for their DTC platforms over the next few years. Local content offerings are also increasing in Asia, India, Europe, and LatAm in FY2022, with the majority of those titles releasing in F2H22.In my opinion, this will be a pivotal moment for Disney+ as 4QFY22 will be the first time in Disney+ history that the company will be releasing original content throughout the quarter from all of Disney, Marvel, Star Wars, Pixar, and Nat Geo.Although there could be some risk of subs deceleration in 2QFY22 due to the back end weighted content in the second half of the year. That said, the focus should really be on 2HFY22 as, in my opinion, there could be meaningfully much higher net adds to subscriber base, partly due to content release schedule in 2HFY22, and also the international launches happening as Disney+ expands its reach globally.In the 1QFY22 management call, management emphasised Disney+'s expansion globally. In FY2022, the company plans on bringing Disney+ to more than 50 more countries. This includes countries in Central Eastern Europe, the Middle East, and South Africa.In total, management has plans to more than double the number of markets Disney+ is in now from 80 currently to more than 160 markets by FY2023. I would expect that the initial impact of these planned market launches will be most evident in F3Q22. As such, I am of the opinion that we will continue to see quarter over quarter improvements in Disney+ net adds from 8 million net adds in 2QFY22, to 12 million net adds in 3QFY22.Sports could be a future bright spotIn the November 10 2021 earnings call, Bob Chapek, CEO of Disney, said that the company will expand into sports betting through ESPN. Although this may not sound like anything new, this is the first time ESPN's parent company, Disney, acknowledged that sports betting will be beneficial to the parent company and will not affect Disney's brand. This sets a clear signal that the top management in Disney is giving the go ahead to go deeper and bigger into the world of sports betting.In fact, sports betting has been something the company has been dipping its toes into. In 2020, ESPN got into an agreement with both Caesars Entertainment and DraftKings to link to their sportsbooks fromThere were talks in August 2021 about ESPN, at that time, was in discussions to potentially explore a brand licensing deal with DraftKings or Caesars Entertainment for $3 billion.Bob Chapek mentioned that the company wants to have a greater presence in online sports betting and can leverage on ESPN's reach and scale to partner with 3rd parties in the sports betting space.In my opinion, this could help Disney create brand new revenue streams and bring growth to ESPN, especially as ESPN advertising revenues were flat in the 4th quarter of 2021 when compared to the same quarter a year before. However, its streaming service EPSN+ grew subscribers by 66% over the year and almost 90% of the most watched broadcasts on Disney's owned TV networks were sports events. Thus, I think that to leverage on this strength that Disney has would make lots of sense not just for ESPN, but for Disney as a whole.In addition, the move to sports betting would also attract and retain a younger audience and keep the momentum growing for ESPN. Furthermore, it is noted by Chapel that the consumer wants to have sports betting and to meet the needs of the ESPN customers, Disney needs to move into sports betting or risk missing a great opportunity or even being irrelevant in the future.Recovery of parks will bring huge revenue and operating income upsideIn 1QFY22, the Parks segment saw a material beat in revenues and operating incomes which in my view is a sign that we could be seeing structurally stronger growth rates in revenue as well as operating margins normalisation as international parks and domestic parks fully open and as travel returns to pre-pandemic levels.Although there were lower attendance than 2019, Parks revenue and operating income matched pre-pandemic levels due to the higher yield benefits with per cap spending up more than 40% compared to 1QFY19.Furthermore, based on the latest results, trends in attendance at Disney's domestic parks have continued to increase as Walt Disney World and Disneyland 1QFY22 attendance was up double digits compared to that of 4QFY21. This was likely also reflecting the seasonality effects of the holiday season.Moving forward, although there is likely to be continued impact from COVID in the form of volatility, Disney's domestic parks will likely see continued strong demand from domestic guests while international parks will likely see a surge in demand in the latter half of the year. This is due to the increased closures like that of Hong Kong Disneyland currently being temporarily closed.For my longer term forecasts, I believe that we could see per caps spending sustain above pre-COVID levels and thus this will drive higher margins for the segment. Driven by huge volume and customer growth both from domestic and international guests, the recovery in Disney's Parks segment will be significant in FY2022.ValuationBased on above points mentioned, I developed a financial model for Disney to come up with a valuation using sum of the parts (SOTP) valuation of the different segments. Due to the currently unprofitable nature of DTC, this was forecasted using longer term DCF model for the DTC segment.SOTP Valuation of Disney (Author generated model)Based on the SOTP valuation, I derived a target price of $197, and there is a 43% upside potential for Disney based on current price levels.Looking to relative valuation, when comparing Disney with Netflix (NFLX), one of Disney's competitors in the streaming services market, the forward P/E ratios of both companies are somewhat similar at about 31x to 32x 1 year forward P/E.Data by YChartsHowever, as highlighted in earlier sections, Disney's growth is likely to be higher than that of Netflix due to the higher growth from DPEP segment as travel recovers, and also from DMED segment as Disney+ content releases bring in record numbers of net adds and subscribers. As can be seen below, although Disney's revenues plunged in 2020, its starting to show faster growth in 2021 as it continues to recover from the COVID situation.Data by YChartsRisksCompetitionWe are seeing increased competition in the streaming space. Although Disney has a strong franchise of brands in Disney+, competitors like Netflix, Apple TV (AAPL) and Amazon Prime Video (AMZN) could significantly increase content and marketing trend, competing for the same eyeballs for streaming services and thereby restricting Disney's subscriber and margin growth.COVID related risksAs Disney's traditional travel and leisure Parks business is very susceptible to global travel and tourism trends, any increase in COVID related measures in any geographies that Disney's parks are operating in could result in slower than expected recovery.ConclusionAll in all, there is a good risk reward investment opportunity for Disney at the current levels. With Parks segment set to see margin improvement to above pre-COVID levels as well as see traffic return, this will bring about a huge growth in revenues and profits from the profitable parks business. Furthermore, Disney continues to execute well in its streaming business, with 2HFY22 being a very exciting time for Disney+ as it rolls out to more markets and as it releases much more original marquee content that could reach a wide range of audiences. Based on SOTP valuation, my target price for Disney is $197, implying 43% upside from current levels, which is an attractive investment opportunity in my view.","news_type":1},"isVote":1,"tweetType":1,"viewCount":357,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9096157622,"gmtCreate":1644335524882,"gmtModify":1676533914353,"author":{"id":"3563577781679506","authorId":"3563577781679506","name":"Samuel.L","avatar":"https://static.tigerbbs.com/1186b61f5b04203ae75a2949bd647713","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3563577781679506","authorIdStr":"3563577781679506"},"themes":[],"htmlText":"Let's go","listText":"Let's go","text":"Let's go","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9096157622","repostId":"2209581850","repostType":4,"repost":{"id":"2209581850","pubTimestamp":1644332400,"share":"https://ttm.financial/m/news/2209581850?lang=&edition=fundamental","pubTime":"2022-02-08 23:00","market":"us","language":"en","title":"Apple to Allow Businesses Accept Contactless Payments through iPhone","url":"https://stock-news.laohu8.com/highlight/detail?id=2209581850","media":"Business Wire","summary":"Later this year, US merchants will be able to accept Apple Pay and other contactless payments simply","content":"<html><head></head><body><p>Later this year, US merchants will be able to accept Apple Pay and other contactless payments simply by using iPhone and a partner-enabled iOS app</p><p><b>CUPERTINO, Calif., February 08, 2022</b>--(BUSINESS WIRE)--Apple® today announced plans to introduce Tap to Pay on iPhone®. The new capability will empower millions of merchants across the US, from small businesses to large retailers, to use their iPhone to seamlessly and securely accept Apple Pay®, contactless credit and debit cards, and other digital wallets through a simple tap to their iPhone — no additional hardware or payment terminals needed. Tap to Pay on iPhone will be available for payment platforms and app developers to integrate into their iOS apps and offer as a payment option to their business customers. Stripe will be the first payment platform to offer Tap to Pay on iPhone to their business customers, including the Shopify Point of Sale app this spring. Additional payment platforms and apps will follow later this year.</p><p><img src=\"https://static.tigerbbs.com/873889b2465ebb0093e718d47dea71ed\" tg-width=\"480\" tg-height=\"320\" referrerpolicy=\"no-referrer\"/></p><p>Tap to Pay on iPhone enables businesses to seamlessly and securely accept Apple Pay, contactless credit and debit cards, and other digital wallets through a simple tap to their iPhone. (Photo: Business Wire)</p><p>&#34;As more consumers are tapping to pay with digital wallets and credit cards, Tap to Pay on iPhone will provide businesses with a secure, private, and easy way to accept contactless payments and unlock new checkout experiences using the power, security and convenience of iPhone,&#34; said Jennifer Bailey, Apple’s vice president of Apple Pay and Apple Wallet. &#34;In collaboration with payment platforms, app developers, and payment networks, we’re making it easier than ever for businesses of all sizes — from solopreneurs to large retailers— to seamlessly accept contactless payments and continue to grow their business.&#34;</p><p>Once Tap to Pay on iPhone becomes available, merchants will be able to unlock contactless payment acceptance through a supporting iOS app on an iPhone XS or later device. At checkout, the merchant will simply prompt the customer to hold their iPhone or Apple Watch® to pay with Apple Pay, their contactless credit or debit card, or other digital wallet near the merchant’s iPhone, and the payment will be securely completed using NFC technology. No additional hardware is needed to accept contactless payments through Tap to Pay on iPhone, so businesses can accept payments from wherever they do business. Apple Pay is already accepted at more than 90 percent of US retailers, and with this new capability, virtually every business, big or small, will be able to allow their customers to Tap to Pay on iPhone at checkout. Tap to Pay on iPhone will also roll out to Apple Store® locations in the US later this year.</p><p>Privacy is fundamental in the design and development across all of Apple’s payment features. With Tap to Pay on iPhone, customers’ payment data is protected by the same technology that makes Apple Pay private and secure. All transactions made using Tap to Pay on iPhone are encrypted and processed using the Secure Element, and as with Apple Pay, Apple doesn’t know what is being purchased or who is buying it.</p><p>Apple will work closely with leading payment platforms and app developers across the payments and commerce industry to offer Tap to Pay on iPhone to millions of merchants in the US. Tap to Pay on iPhone complements and enhances the robust suite of payment and commerce tools that payment platforms and app developers provide to their merchant customers to help them run and grow their businesses. Tap to Pay on iPhone will work with credit and debit cards from leading payment networks, including American Express, Discover, Mastercard, and <a href=\"https://laohu8.com/S/V\">Visa</a>.</p><p>&#34;Whether you’re a salesperson at an internet-first retailer or an individual entrepreneur, you can soon accept contactless payments on a device that’s already in your pocket: your iPhone,&#34; said Billy Alvarado, Stripe’s chief business officer. &#34;With Tap to Pay on iPhone, millions of businesses using Stripe can enhance their in-person commerce experience by offering their customers a fast and secure checkout.&#34;</p><p>Tap to Pay on iPhone will be available to participating payment platforms and their app developer partners to leverage in their software developer kits (SDKs) in an upcoming iOS software beta.</p><p>Apple revolutionized personal technology with the introduction of the Macintosh in 1984. Today, Apple leads the world in innovation with iPhone, iPad, Mac, Apple Watch, and Apple TV. Apple’s five software platforms — iOS, iPadOS, macOS, watchOS, and tvOS — provide seamless experiences across all Apple devices and empower people with breakthrough services including the App Store, Apple Music, Apple Pay, and iCloud. Apple’s more than 100,000 employees are dedicated to making the best products on earth, and to leaving the world better than we found it.</p></body></html>","source":"yahoofinance","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 to Allow Businesses Accept Contactless Payments through iPhone</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 to Allow Businesses Accept Contactless Payments through iPhone\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-02-08 23:00 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://finance.yahoo.com/news/apple-empowers-businesses-accept-contactless-150000216.html><strong>Business Wire</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Later this year, US merchants will be able to accept Apple Pay and other contactless payments simply by using iPhone and a partner-enabled iOS appCUPERTINO, Calif., February 08, 2022--(BUSINESS WIRE)...</p>\n\n<a href=\"https://finance.yahoo.com/news/apple-empowers-businesses-accept-contactless-150000216.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4533":"AQR资本管理(全球第二大对冲基金)","BK4550":"红杉资本持仓","BK4532":"文艺复兴科技持仓","BK4554":"元宇宙及AR概念","BK4566":"资本集团","BK4559":"巴菲特持仓","BK4515":"5G概念","BK4527":"明星科技股","BK4553":"喜马拉雅资本持仓","BK4534":"瑞士信贷持仓","AAPL":"苹果","BK4170":"电脑硬件、储存设备及电脑周边","BK4501":"段永平概念","BK4505":"高瓴资本持仓","BK4507":"流媒体概念"},"source_url":"https://finance.yahoo.com/news/apple-empowers-businesses-accept-contactless-150000216.html","is_english":true,"share_image_url":"https://static.laohu8.com/5f26f4a48f9cb3e29be4d71d3ba8c038","article_id":"2209581850","content_text":"Later this year, US merchants will be able to accept Apple Pay and other contactless payments simply by using iPhone and a partner-enabled iOS appCUPERTINO, Calif., February 08, 2022--(BUSINESS WIRE)--Apple® today announced plans to introduce Tap to Pay on iPhone®. The new capability will empower millions of merchants across the US, from small businesses to large retailers, to use their iPhone to seamlessly and securely accept Apple Pay®, contactless credit and debit cards, and other digital wallets through a simple tap to their iPhone — no additional hardware or payment terminals needed. Tap to Pay on iPhone will be available for payment platforms and app developers to integrate into their iOS apps and offer as a payment option to their business customers. Stripe will be the first payment platform to offer Tap to Pay on iPhone to their business customers, including the Shopify Point of Sale app this spring. Additional payment platforms and apps will follow later this year.Tap to Pay on iPhone enables businesses to seamlessly and securely accept Apple Pay, contactless credit and debit cards, and other digital wallets through a simple tap to their iPhone. (Photo: Business Wire)\"As more consumers are tapping to pay with digital wallets and credit cards, Tap to Pay on iPhone will provide businesses with a secure, private, and easy way to accept contactless payments and unlock new checkout experiences using the power, security and convenience of iPhone,\" said Jennifer Bailey, Apple’s vice president of Apple Pay and Apple Wallet. \"In collaboration with payment platforms, app developers, and payment networks, we’re making it easier than ever for businesses of all sizes — from solopreneurs to large retailers— to seamlessly accept contactless payments and continue to grow their business.\"Once Tap to Pay on iPhone becomes available, merchants will be able to unlock contactless payment acceptance through a supporting iOS app on an iPhone XS or later device. At checkout, the merchant will simply prompt the customer to hold their iPhone or Apple Watch® to pay with Apple Pay, their contactless credit or debit card, or other digital wallet near the merchant’s iPhone, and the payment will be securely completed using NFC technology. No additional hardware is needed to accept contactless payments through Tap to Pay on iPhone, so businesses can accept payments from wherever they do business. Apple Pay is already accepted at more than 90 percent of US retailers, and with this new capability, virtually every business, big or small, will be able to allow their customers to Tap to Pay on iPhone at checkout. Tap to Pay on iPhone will also roll out to Apple Store® locations in the US later this year.Privacy is fundamental in the design and development across all of Apple’s payment features. With Tap to Pay on iPhone, customers’ payment data is protected by the same technology that makes Apple Pay private and secure. All transactions made using Tap to Pay on iPhone are encrypted and processed using the Secure Element, and as with Apple Pay, Apple doesn’t know what is being purchased or who is buying it.Apple will work closely with leading payment platforms and app developers across the payments and commerce industry to offer Tap to Pay on iPhone to millions of merchants in the US. Tap to Pay on iPhone complements and enhances the robust suite of payment and commerce tools that payment platforms and app developers provide to their merchant customers to help them run and grow their businesses. Tap to Pay on iPhone will work with credit and debit cards from leading payment networks, including American Express, Discover, Mastercard, and Visa.\"Whether you’re a salesperson at an internet-first retailer or an individual entrepreneur, you can soon accept contactless payments on a device that’s already in your pocket: your iPhone,\" said Billy Alvarado, Stripe’s chief business officer. \"With Tap to Pay on iPhone, millions of businesses using Stripe can enhance their in-person commerce experience by offering their customers a fast and secure checkout.\"Tap to Pay on iPhone will be available to participating payment platforms and their app developer partners to leverage in their software developer kits (SDKs) in an upcoming iOS software beta.Apple revolutionized personal technology with the introduction of the Macintosh in 1984. Today, Apple leads the world in innovation with iPhone, iPad, Mac, Apple Watch, and Apple TV. Apple’s five software platforms — iOS, iPadOS, macOS, watchOS, and tvOS — provide seamless experiences across all Apple devices and empower people with breakthrough services including the App Store, Apple Music, Apple Pay, and iCloud. Apple’s more than 100,000 employees are dedicated to making the best products on earth, and to leaving the world better than we found it.","news_type":1},"isVote":1,"tweetType":1,"viewCount":312,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":836102561,"gmtCreate":1629461722853,"gmtModify":1676530048488,"author":{"id":"3563577781679506","authorId":"3563577781679506","name":"Samuel.L","avatar":"https://static.tigerbbs.com/1186b61f5b04203ae75a2949bd647713","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3563577781679506","authorIdStr":"3563577781679506"},"themes":[],"htmlText":"Let’s go&nbsp;","listText":"Let’s go&nbsp;","text":"Let’s go","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/836102561","repostId":"1150592688","repostType":4,"isVote":1,"tweetType":1,"viewCount":60,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":894818519,"gmtCreate":1628816069631,"gmtModify":1676529862938,"author":{"id":"3563577781679506","authorId":"3563577781679506","name":"Samuel.L","avatar":"https://static.tigerbbs.com/1186b61f5b04203ae75a2949bd647713","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3563577781679506","authorIdStr":"3563577781679506"},"themes":[],"htmlText":"Nice&nbsp;","listText":"Nice&nbsp;","text":"Nice","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":10,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/894818519","repostId":"1188620903","repostType":4,"isVote":1,"tweetType":1,"viewCount":17,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":340439783,"gmtCreate":1617446733542,"gmtModify":1704699772849,"author":{"id":"3563577781679506","authorId":"3563577781679506","name":"Samuel.L","avatar":"https://static.tigerbbs.com/1186b61f5b04203ae75a2949bd647713","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3563577781679506","authorIdStr":"3563577781679506"},"themes":[],"htmlText":"Tesla let’s go ! Comment and like thanks !","listText":"Tesla let’s go ! Comment and like thanks !","text":"Tesla let’s go ! Comment and like thanks !","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/340439783","repostId":"2124875875","repostType":4,"repost":{"id":"2124875875","pubTimestamp":1617366960,"share":"https://ttm.financial/m/news/2124875875?lang=&edition=fundamental","pubTime":"2021-04-02 20:36","market":"us","language":"en","title":"Tesla Q1 2021 Vehicle Production & Deliveries","url":"https://stock-news.laohu8.com/highlight/detail?id=2124875875","media":"StreetInsider","summary":"PALO ALTO, Calif., April 02, 2021  -- In the first quarter, we produced just over 180,000 vehicles and delivered nearly 185,000 vehicles. We are encouraged by the strong reception of the Model Y in China and are quickly progressing to full production capacity. The new Model S and Model X have also been exceptionally well received, with the new equipment installed and tested in Q1 and we are in the early stages of ramping production.Forward-Looking Statements Statements herein regarding the timin","content":"<p>PALO ALTO, Calif., April 02, 2021 (GLOBE NEWSWIRE) -- In the first quarter, we produced just over 180,000 vehicles and delivered nearly 185,000 vehicles. We are encouraged by the strong reception of the Model Y in China and are quickly progressing to full production capacity. The new Model S and Model X have also been exceptionally well received, with the new equipment installed and tested in Q1 and we are in the early stages of ramping production.</p>\n<table>\n <tbody>\n  <tr>\n   <td></td>\n   <td><b>Production</b></td>\n   <td><b>Deliveries</b></td>\n   <td><b>Subject to operating lease accounting</b></td>\n  </tr>\n  <tr>\n   <td>Model S/X</td>\n   <td>-</td>\n   <td>2,020</td>\n   <td>6%</td>\n  </tr>\n  <tr>\n   <td>Model 3/Y</td>\n   <td>180,338</td>\n   <td>182,780</td>\n   <td>7%</td>\n  </tr>\n  <tr>\n   <td><b>Total</b></td>\n   <td><b>180,338</b></td>\n   <td><b>184,800</b></td>\n   <td><b>7%</b></td>\n  </tr>\n </tbody>\n</table>\n<p>***************</p>\n<p>Our net income and cash flow results will be announced along with the rest of our financial performance when we announce Q1 earnings. Our delivery count should be viewed as slightly conservative, as we only count a car as delivered if it is transferred to the customer and all paperwork is correct. Final numbers could vary by up to 0.5% or more. Tesla vehicle deliveries represent only <a href=\"https://laohu8.com/S/AONE\">one</a> measure of the company’s financial performance and should not be relied on as an indicator of quarterly financial results, which depend on a variety of factors, including the cost of sales, foreign exchange movements and mix of directly leased vehicles.</p>\n<p><b>Forward-Looking Statements</b>&nbsp;Statements herein regarding the timing and future progress of our vehicle production ramp are “forward-looking statements” based on management’s current expectations and that are subject to risks and uncertainties. Various important factors could cause actual results to differ materially, including the risks identified in our SEC filings. Tesla disclaims any obligation to update this information.</p>\n<p><img src=\"https://static.tigerbbs.com/db04c7b378cb2db912c3ba8a5a774ee3\" tg-width=\"1\" tg-height=\"1\" referrerpolicy=\"no-referrer\"></p>\n<p><img src=\"https://static.tigerbbs.com/c2196de8ba412c60c22ab491af7b1409\" tg-width=\"1\" tg-height=\"1\" referrerpolicy=\"no-referrer\"></p>","source":"highlight_streetinsider","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Tesla Q1 2021 Vehicle Production & Deliveries</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nTesla Q1 2021 Vehicle Production & Deliveries\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-04-02 20:36 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.streetinsider.com/dr/news.php?id=18215929><strong>StreetInsider</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>PALO ALTO, Calif., April 02, 2021 (GLOBE NEWSWIRE) -- In the first quarter, we produced just over 180,000 vehicles and delivered nearly 185,000 vehicles. We are encouraged by the strong reception of ...</p>\n\n<a href=\"https://www.streetinsider.com/dr/news.php?id=18215929\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TSLA":"特斯拉"},"source_url":"https://www.streetinsider.com/dr/news.php?id=18215929","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2124875875","content_text":"PALO ALTO, Calif., April 02, 2021 (GLOBE NEWSWIRE) -- In the first quarter, we produced just over 180,000 vehicles and delivered nearly 185,000 vehicles. We are encouraged by the strong reception of the Model Y in China and are quickly progressing to full production capacity. The new Model S and Model X have also been exceptionally well received, with the new equipment installed and tested in Q1 and we are in the early stages of ramping production.\n\n\n\n\nProduction\nDeliveries\nSubject to operating lease accounting\n\n\nModel S/X\n-\n2,020\n6%\n\n\nModel 3/Y\n180,338\n182,780\n7%\n\n\nTotal\n180,338\n184,800\n7%\n\n\n\n***************\nOur net income and cash flow results will be announced along with the rest of our financial performance when we announce Q1 earnings. Our delivery count should be viewed as slightly conservative, as we only count a car as delivered if it is transferred to the customer and all paperwork is correct. Final numbers could vary by up to 0.5% or more. Tesla vehicle deliveries represent only one measure of the company’s financial performance and should not be relied on as an indicator of quarterly financial results, which depend on a variety of factors, including the cost of sales, foreign exchange movements and mix of directly leased vehicles.\nForward-Looking Statements Statements herein regarding the timing and future progress of our vehicle production ramp are “forward-looking statements” based on management’s current expectations and that are subject to risks and uncertainties. Various important factors could cause actual results to differ materially, including the risks identified in our SEC filings. Tesla disclaims any obligation to update this information.","news_type":1},"isVote":1,"tweetType":1,"viewCount":80,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":350746102,"gmtCreate":1616294308306,"gmtModify":1704792677740,"author":{"id":"3563577781679506","authorId":"3563577781679506","name":"Samuel.L","avatar":"https://static.tigerbbs.com/1186b61f5b04203ae75a2949bd647713","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3563577781679506","authorIdStr":"3563577781679506"},"themes":[],"htmlText":"Yep that. The way","listText":"Yep that. The way","text":"Yep that. The way","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":3,"repostSize":0,"link":"https://ttm.financial/post/350746102","repostId":"1117450855","repostType":4,"repost":{"id":"1117450855","pubTimestamp":1616166767,"share":"https://ttm.financial/m/news/1117450855?lang=&edition=fundamental","pubTime":"2021-03-19 23:12","market":"us","language":"en","title":"Powell says Fed will keep supporting economy ‘for as long as it takes’","url":"https://stock-news.laohu8.com/highlight/detail?id=1117450855","media":"marketwatch","summary":"Outlook is brightening, but recovery ‘far from complete,’ Fed chairman says in WSJ op-ed.Federal Reserve Chairman Jerome Powell on Friday said that while the U.S. economic outlook is “brightening,” the recovery is “far from complete.”In an op-ed published in the Wall Street Journal,Powell recounted the moment last February when he realized that the coronavirus pandemic would sweep across the country.“The danger to the U.S. economy was grave. The challenge was to limit the severity and duration o","content":"<blockquote>\n <b>Outlook is brightening, but recovery ‘far from complete,’ Fed chairman says in WSJ op-ed.</b>\n</blockquote>\n<p>Federal Reserve Chairman Jerome Powell on Friday said that while the U.S. economic outlook is “brightening,” the recovery is “far from complete.”</p>\n<p>In an op-ed published in the Wall Street Journal,Powell recounted the moment last February when he realized that the coronavirus pandemic would sweep across the country.</p>\n<p>“The danger to the U.S. economy was grave. The challenge was to limit the severity and duration of the fallout to avoid longer-run damage,” he said.</p>\n<p>Powell and his colleagues engineered a rapid response to the crisis, based on the lesson learned from slow recovery to the Great Recession of 2008-2009 that swift action might have been better.</p>\n<p>The central bank quickly slashed its policy interest rate to zero and launched an open-ended asset purchase program known as quantitative easing.</p>\n<p>With economists penciling in strong growth for 2021 and more Americans getting vaccinated every day, financial markets are wondering how long Fed support will last.</p>\n<p>In the op-ed, Powell said the situation “is much improved.”</p>\n<p>“But the recovery is far from complete, so at the Fed we will continue to provide the economy with the support that it needs for as long as it takes,” Powell said.</p>\n<p>“I truly believe that we will emerge from this crisis stronger and better, as we have done so often before,” he said.</p>\n<p>On Wednesday, the Fed recommitted to its easy money policy stance at its latest policy meeting despite a forecast for stronger economic growth and higher inflation this year.</p>\n<p>The Fed chairman did not mention the outlook for inflation in his Friday article . Many on Wall Street are worried that the economy will overheat before the Fed pulls back its easy policy stance.</p>\n<p>Yields on the 10-year Treasury noteTMUBMUSD10Y,1.734%have risen to 1.73% this week after starting the year below 1%.</p>\n<p>Stocks were trading lower on Friday, with the Dow Jones Industrial AverageDJIA,-0.71%down 187 points in mid-morning trading.</p>","source":"market_watch","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Powell says Fed will keep supporting economy ‘for as long as it takes’</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\">\nPowell says Fed will keep supporting economy ‘for as long as it takes’\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-03-19 23:12 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.marketwatch.com/story/powell-says-fed-will-keep-supporting-economy-for-as-long-as-it-takes-11616165178?mod=home-page><strong>marketwatch</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Outlook is brightening, but recovery ‘far from complete,’ Fed chairman says in WSJ op-ed.\n\nFederal Reserve Chairman Jerome Powell on Friday said that while the U.S. economic outlook is “brightening,” ...</p>\n\n<a href=\"https://www.marketwatch.com/story/powell-says-fed-will-keep-supporting-economy-for-as-long-as-it-takes-11616165178?mod=home-page\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{},"source_url":"https://www.marketwatch.com/story/powell-says-fed-will-keep-supporting-economy-for-as-long-as-it-takes-11616165178?mod=home-page","is_english":true,"share_image_url":"https://static.laohu8.com/599a65733b8245fcf7868668ef9ad712","article_id":"1117450855","content_text":"Outlook is brightening, but recovery ‘far from complete,’ Fed chairman says in WSJ op-ed.\n\nFederal Reserve Chairman Jerome Powell on Friday said that while the U.S. economic outlook is “brightening,” the recovery is “far from complete.”\nIn an op-ed published in the Wall Street Journal,Powell recounted the moment last February when he realized that the coronavirus pandemic would sweep across the country.\n“The danger to the U.S. economy was grave. The challenge was to limit the severity and duration of the fallout to avoid longer-run damage,” he said.\nPowell and his colleagues engineered a rapid response to the crisis, based on the lesson learned from slow recovery to the Great Recession of 2008-2009 that swift action might have been better.\nThe central bank quickly slashed its policy interest rate to zero and launched an open-ended asset purchase program known as quantitative easing.\nWith economists penciling in strong growth for 2021 and more Americans getting vaccinated every day, financial markets are wondering how long Fed support will last.\nIn the op-ed, Powell said the situation “is much improved.”\n“But the recovery is far from complete, so at the Fed we will continue to provide the economy with the support that it needs for as long as it takes,” Powell said.\n“I truly believe that we will emerge from this crisis stronger and better, as we have done so often before,” he said.\nOn Wednesday, the Fed recommitted to its easy money policy stance at its latest policy meeting despite a forecast for stronger economic growth and higher inflation this year.\nThe Fed chairman did not mention the outlook for inflation in his Friday article . Many on Wall Street are worried that the economy will overheat before the Fed pulls back its easy policy stance.\nYields on the 10-year Treasury noteTMUBMUSD10Y,1.734%have risen to 1.73% this week after starting the year below 1%.\nStocks were trading lower on Friday, with the Dow Jones Industrial AverageDJIA,-0.71%down 187 points in mid-morning trading.","news_type":1},"isVote":1,"tweetType":1,"viewCount":107,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}