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2022-01-07

$Lemonade, Inc.(LMND)$starting a position on lemonade tonight. Liking the valuation!

2023-11-11

Wow it's at support levels. At this point I would believe people will be looking for an entry position

NIO: Back For Another Run

2023-11-22

Question is, are Garena games still fun to play?

Sea: I'm Buying While The Stock Keeps Falling

2023-09-12

400? Maybe in 2-3 years time. 25? Probably never.

Tesla Analyst With $24 Price Target Blasts Morgan Stanley's $400 Target: "Where Is The Tech?"

2023-12-22

🙏🙏🙏🙏🙏🙏🙏

2023-12-22

Great ariticle, would you like to share it?

@TigerEvents:🐅🌟 TIGER TYCOON CHALLENGE IS ON! 🌟🐅

2023-08-03

Can swing trade ah?

Morgan Stanley Expects Nio Shares "Very Likely" to Rise Over Next 15 Days

Go to Tiger App to see more news

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Introducing the Tiger Tycoon Challenge – where fortunes are made, and USD 888 worth of prizes await the boldest players! 🏰🌈🎯 Objective: Build your empire, score big points, and unlock fabulous rewards!💰 Gold Rush: Grab those shiny gold coins every time you pass by it! Cha-ching! 💰💵🏠 Construct & Conquer: Step on an empty tile to construct a building to gain points! 🏰🏆 Prizes Galore: Hit the prize tile to claim your treasure – it could be anything! 🎁✨🔄 Lucky Draw: Land on the draw tile and brace yourself! You might move forward, backward, or even unlock a secret power! 🔄🔮🚀 Airdrop Alert: Keep your eyes on the sky! Periodically, the Tiger Tycoon map will rain down special rewards like stocks, vouchers, and more. Fastest finge","images":[],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/248312805347464","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":164,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":244167135109232,"gmtCreate":1700635142442,"gmtModify":1700635146857,"author":{"id":"3564724524158525","authorId":"3564724524158525","name":"Masterchee","avatar":"https://static.tigerbbs.com/c35b53634794eeec7c01202c79c478b7","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"Question is, are Garena games still fun to play?","listText":"Question is, are Garena games still fun to play?","text":"Question is, are Garena games still fun to play?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/244167135109232","repostId":"2385524523","repostType":2,"repost":{"id":"2385524523","pubTimestamp":1700634600,"share":"https://www.laohu8.com/m/news/2385524523?lang=&edition=full","pubTime":"2023-11-22 14:30","market":"us","language":"en","title":"Sea: I'm Buying While The Stock Keeps Falling","url":"https://stock-news.laohu8.com/highlight/detail?id=2385524523","media":"Seeking Alpha","summary":"Sea's stock has fallen by nearly 30% due to a slowdown in its gaming division, but the company's future in e-commerce and digital payments remains promising.The company's softer gaming revenue is offs","content":"<html><head></head><body><ul style=\"\"><li><p>Sea&#39;s stock has fallen by nearly 30% due to a slowdown in its gaming division, but the company&#39;s future in e-commerce and digital payments remains promising.</p></li><li><p>The company&#39;s softer gaming revenue is offset by higher margins in the e-commerce division and cost discipline measures.</p></li><li><p>Live streaming has helped the company to drive e-commerce bookings growth and secure market share gains.</p></li><li><p>The company is also noting outsized performance in Brazil, demonstrating that Sea has a future beyond Asia.</p></li></ul><p>A fresh bull market is well underway, with investors shrugging off the threat of inflation and cheering the end of rate hikes. Growth stocks are hot again, with very few exceptions - and among them is Sea (NYSE:SE), the self-dubbed &#34;Amazon of Southeast Asia.&#34;</p><p>This one-time market darling has seen its share price crater by nearly 30% this year, owing to one thing: a slowdown in its gaming division, which has been its cash cow for years as the company was ramping its e-commerce and digital financial services segments.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/738385a6575d7dcc23ce1073a428b57e\" alt=\"Data by YCharts\" title=\"Data by YCharts\" tg-width=\"635\" tg-height=\"435\"/><span>Data by YCharts</span></p><p>I last covered Sea in July, when the stock was trading closer to $55 per share. Since then, the stock has fallen by a fresh ~30%, driven by a poorly received third-quarter earnings print. And while I&#39;m certainly not cheering the company&#39;s third-quarter results and the hole in my portfolio has been painful to bear, I&#39;m <strong>renewing my bullish call on Sea</strong> and using the dip as a buying opportunity.</p><p>The headline reason here: I&#39;ve always viewed gaming as more of a stopgap for Sea. It was important in the company&#39;s early days, yes - especially with how much cash <em>Free Fire</em>, the company&#39;s biggest hit, brought in during the pandemic when everybody was home and playing games. But Sea investors have all looked to the future for Sea&#39;s opportunity in e-commerce and digital payments when the company would become not just the Amazon of Southeast Asia, but its <a href=\"https://laohu8.com/S/PYPL\">PayPal</a> (PYPL) / Square (SQ) as well. And to me, that future is very much alive.</p><p>The other core reason I remain bullish on this name, despite the disappointing gaming results: the company&#39;s softer gaming revenue and profits are offset by higher margins in the e-commerce division, long a loss leader for the company, as well as corporate-level layoffs that have actually helped Sea <em>increase</em> its EBITDA performance during a difficult time.</p><p>Beyond the near-term drivers, here is a reminder of what I view to be the long-term bull case for Sea:</p><ul style=\"\"><li><p><strong>Sea operates in the attractive &#34;tiger economies&#34; with secular multi-year growth tailwinds.</strong> Serving the fast-growing economies of Southeast Asia (Singapore, Indonesia, Philippines, Malaysia, etc.). Outside of its home country of Singapore, Sea benefits from rapidly modernizing infrastructure and a burgeoning middle class. It&#39;s not ludicrous to compare an investment in Sea to an early bet on Alibaba (BABA) and JD.com (JD) in China.</p></li><li><p><strong>Sea operates a conglomeration of attractive, profitable businesses.</strong> The company&#39;s gaming, e-commerce, and digital payments businesses serve a wide net of customers and are now each profitable in their own right - giving the company plenty of growth catalysts to capture more share in Southeast Asia. These subsidiaries, particularly the more nascent payments business, enjoy synergies and cross-sell opportunities with each other.</p></li><li><p><strong>Cost discipline.</strong> Unlike many other hyper-growth companies when backed into a corner, Sea has shown expense discipline this year in laying off ~10% of its headcount amid its gaming division slowdown.</p></li><li><p><strong>Incredibly well capitalized.</strong> Sea has more than $8 billion of cash and investments on its balance sheet (for sizing, that is approximately a year&#39;s worth of opex for the company) to continue investing in growth and potentially acquire new platforms.</p></li></ul><p>The bottom line here: there&#39;s a lot to like about Sea in the long term, and with the stock under so much pressure this year, it&#39;s a good time to enter into this growth titan at an attractive price.</p><h2 id=\"id_1878808025\">Q3 download</h2><p>Like most do, we can start with the bad news in the gaming division first.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/321a2d95dde66d62aecc3b0c1b2292c9\" alt=\"Sea gaming results (Sea Q3 earnings deck)\" title=\"Sea gaming results (Sea Q3 earnings deck)\" tg-width=\"640\" tg-height=\"316\"/><span>Sea gaming results (Sea Q3 earnings deck)</span></p><p>Quarterly active users saw a slight sequential dip to 544.1 million users, while the quarterly paid-user ratio fell sequentially as well to 7.5%. Total bookings in the division were slightly up versus Q2, but down -33% y/y to $447.9 million. Revenue for digital entertainment, similarly, was down -34% y/y to $592.2 million. As a reminder, for Sea, bookings in the gaming division represents when players purchased in-game items or subscriptions, whereas revenue represent the usage of those purchases.</p><p>Anecdotal commentary from the company&#39;s core gaming franchises pointed to stable user engagement (at least sequentially), with some pickup from non-<em>Free Fire</em> titles. Per Chief Corporate Officer Yanjung Wang&#39;s remarks on the Q3 earnings call:</p><blockquote><p>We are happy to see that Free Fire maintains stable trends across both user and monetization metrics. Many of our initiatives around improving the user experience this year, such as reducing loading times, have shown continued success. We have also further deepened user engagement.</p><p>For example, we recently revamped Free Fire&#39;s guild system to enhance the social experience for our players. With all these efforts, we saw a higher revival of churned users and better user retention. Indeed, Free Fire was the most downloaded mobile game in the third quarter globally, according to Sensor <a href=\"https://laohu8.com/S/TWR.AU\">Tower</a>. We are also pleased to see healthy trends for our portfolio of published games. We added fresh, exciting content and enhanced the user experience for these games. New content on Arena of Valor received very positive user feedback, resulting in a new peak of quarterly active users for the game. Another of our published games, Call of Duty Mobile, achieved its highest quarterly bookings.&#34;</p></blockquote><p>It&#39;s worth reminding ourselves that <em>Free Fire</em> was completely developed in-house. Sea has the technical know-how to develop hit games - and given time, it may produce another to reduce its reliance on its original golden goose.</p><p>Results in the e-commerce division, meanwhile, were much more sanguine. Revenue grew 18% y/y, driven by a 5% y/y growth in GMV.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/72075233840e15eeb1762e1972c2758a\" alt=\"Sea e-commerce results (Sea Q3 earnings deck)\" title=\"Sea e-commerce results (Sea Q3 earnings deck)\" tg-width=\"640\" tg-height=\"332\"/><span>Sea e-commerce results (Sea Q3 earnings deck)</span></p><p>The company believes that it gained market share in the quarter, and that share growth was driven in large part by the broad rollout of Shoppee Live - where product sellers do video demonstrations of their wares. Sea management noted that viewership hours on Shoppee Live in the month of October were triple that of June and that one in every five Shoppee users in Indonesia had used the feature.</p><p>Economies of scale have tremendously helped the e-commerce business scale, and the company notes that logistics costs per order are down -17% y/y. This has helped the company reduce its adjusted EBITDA losses to -$346.5 million, which is roughly one-third less than in the year-ago Q3. This was, in turn, driven by outperformance in Brazil - which gives us additional hope that Sea can be successful outside of Asia and in other hyper-growth economies as well.</p><p>You can see as well in the chart below that Sea has made substantial cuts to general and administrative as well as R&amp;D expenses, the result of layoffs that began in the tail end of 2022 that have shaved off ~10% of its headcount:</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/1ca4c724937d910aef8674cf417609fe\" alt=\"Sea cost profile (Sea Q3 earnings deck)\" title=\"Sea cost profile (Sea Q3 earnings deck)\" tg-width=\"640\" tg-height=\"360\"/><span>Sea cost profile (Sea Q3 earnings deck)</span></p><p>The combination of lower e-commerce losses and lower corporate overhead helped the company produce a <strong>positive adjusted EBITDA of $35.3 million,</strong> versus a -$357.7 million loss in the year-ago period:</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/56d5ec4fe076879928462ffc65c70f77\" alt=\"Sea adjusted EBITDA (Sea Q3 earnings deck)\" title=\"Sea adjusted EBITDA (Sea Q3 earnings deck)\" tg-width=\"640\" tg-height=\"364\"/><span>Sea adjusted EBITDA (Sea Q3 earnings deck)</span></p><h2 id=\"id_2146270465\">Key takeaways</h2><p>In my view, I like the fact that Sea is finding ways to boost adjusted profitability even when its most profitable segment is faltering. While it&#39;s true that Sea has a lot to prove (reducing its reliance on <em>Free</em> Fire, improving e-commerce profitability in Asia, demonstrating growth in non-Asia markets), a lot of pessimism is baked into Sea&#39;s share price at sub-$40 and it&#39;s a great time to enter into this stock at a de-risked valuation.</p></body></html>","source":"seekingalpha","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Sea: I'm Buying While The Stock Keeps Falling</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nSea: I'm Buying While The Stock Keeps Falling\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-11-22 14:30 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4653364-sea-im-buying-while-the-stock-keeps-falling><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Sea's stock has fallen by nearly 30% due to a slowdown in its gaming division, but the company's future in e-commerce and digital payments remains promising.The company's softer gaming revenue is ...</p>\n\n<a href=\"https://seekingalpha.com/article/4653364-sea-im-buying-while-the-stock-keeps-falling\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"SE":"Sea Ltd"},"source_url":"https://seekingalpha.com/article/4653364-sea-im-buying-while-the-stock-keeps-falling","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"2385524523","content_text":"Sea's stock has fallen by nearly 30% due to a slowdown in its gaming division, but the company's future in e-commerce and digital payments remains promising.The company's softer gaming revenue is offset by higher margins in the e-commerce division and cost discipline measures.Live streaming has helped the company to drive e-commerce bookings growth and secure market share gains.The company is also noting outsized performance in Brazil, demonstrating that Sea has a future beyond Asia.A fresh bull market is well underway, with investors shrugging off the threat of inflation and cheering the end of rate hikes. Growth stocks are hot again, with very few exceptions - and among them is Sea (NYSE:SE), the self-dubbed \"Amazon of Southeast Asia.\"This one-time market darling has seen its share price crater by nearly 30% this year, owing to one thing: a slowdown in its gaming division, which has been its cash cow for years as the company was ramping its e-commerce and digital financial services segments.Data by YChartsI last covered Sea in July, when the stock was trading closer to $55 per share. Since then, the stock has fallen by a fresh ~30%, driven by a poorly received third-quarter earnings print. And while I'm certainly not cheering the company's third-quarter results and the hole in my portfolio has been painful to bear, I'm renewing my bullish call on Sea and using the dip as a buying opportunity.The headline reason here: I've always viewed gaming as more of a stopgap for Sea. It was important in the company's early days, yes - especially with how much cash Free Fire, the company's biggest hit, brought in during the pandemic when everybody was home and playing games. But Sea investors have all looked to the future for Sea's opportunity in e-commerce and digital payments when the company would become not just the Amazon of Southeast Asia, but its PayPal (PYPL) / Square (SQ) as well. And to me, that future is very much alive.The other core reason I remain bullish on this name, despite the disappointing gaming results: the company's softer gaming revenue and profits are offset by higher margins in the e-commerce division, long a loss leader for the company, as well as corporate-level layoffs that have actually helped Sea increase its EBITDA performance during a difficult time.Beyond the near-term drivers, here is a reminder of what I view to be the long-term bull case for Sea:Sea operates in the attractive \"tiger economies\" with secular multi-year growth tailwinds. Serving the fast-growing economies of Southeast Asia (Singapore, Indonesia, Philippines, Malaysia, etc.). Outside of its home country of Singapore, Sea benefits from rapidly modernizing infrastructure and a burgeoning middle class. It's not ludicrous to compare an investment in Sea to an early bet on Alibaba (BABA) and JD.com (JD) in China.Sea operates a conglomeration of attractive, profitable businesses. The company's gaming, e-commerce, and digital payments businesses serve a wide net of customers and are now each profitable in their own right - giving the company plenty of growth catalysts to capture more share in Southeast Asia. These subsidiaries, particularly the more nascent payments business, enjoy synergies and cross-sell opportunities with each other.Cost discipline. Unlike many other hyper-growth companies when backed into a corner, Sea has shown expense discipline this year in laying off ~10% of its headcount amid its gaming division slowdown.Incredibly well capitalized. Sea has more than $8 billion of cash and investments on its balance sheet (for sizing, that is approximately a year's worth of opex for the company) to continue investing in growth and potentially acquire new platforms.The bottom line here: there's a lot to like about Sea in the long term, and with the stock under so much pressure this year, it's a good time to enter into this growth titan at an attractive price.Q3 downloadLike most do, we can start with the bad news in the gaming division first.Sea gaming results (Sea Q3 earnings deck)Quarterly active users saw a slight sequential dip to 544.1 million users, while the quarterly paid-user ratio fell sequentially as well to 7.5%. Total bookings in the division were slightly up versus Q2, but down -33% y/y to $447.9 million. Revenue for digital entertainment, similarly, was down -34% y/y to $592.2 million. As a reminder, for Sea, bookings in the gaming division represents when players purchased in-game items or subscriptions, whereas revenue represent the usage of those purchases.Anecdotal commentary from the company's core gaming franchises pointed to stable user engagement (at least sequentially), with some pickup from non-Free Fire titles. Per Chief Corporate Officer Yanjung Wang's remarks on the Q3 earnings call:We are happy to see that Free Fire maintains stable trends across both user and monetization metrics. Many of our initiatives around improving the user experience this year, such as reducing loading times, have shown continued success. We have also further deepened user engagement.For example, we recently revamped Free Fire's guild system to enhance the social experience for our players. With all these efforts, we saw a higher revival of churned users and better user retention. Indeed, Free Fire was the most downloaded mobile game in the third quarter globally, according to Sensor Tower. We are also pleased to see healthy trends for our portfolio of published games. We added fresh, exciting content and enhanced the user experience for these games. New content on Arena of Valor received very positive user feedback, resulting in a new peak of quarterly active users for the game. Another of our published games, Call of Duty Mobile, achieved its highest quarterly bookings.\"It's worth reminding ourselves that Free Fire was completely developed in-house. Sea has the technical know-how to develop hit games - and given time, it may produce another to reduce its reliance on its original golden goose.Results in the e-commerce division, meanwhile, were much more sanguine. Revenue grew 18% y/y, driven by a 5% y/y growth in GMV.Sea e-commerce results (Sea Q3 earnings deck)The company believes that it gained market share in the quarter, and that share growth was driven in large part by the broad rollout of Shoppee Live - where product sellers do video demonstrations of their wares. Sea management noted that viewership hours on Shoppee Live in the month of October were triple that of June and that one in every five Shoppee users in Indonesia had used the feature.Economies of scale have tremendously helped the e-commerce business scale, and the company notes that logistics costs per order are down -17% y/y. This has helped the company reduce its adjusted EBITDA losses to -$346.5 million, which is roughly one-third less than in the year-ago Q3. This was, in turn, driven by outperformance in Brazil - which gives us additional hope that Sea can be successful outside of Asia and in other hyper-growth economies as well.You can see as well in the chart below that Sea has made substantial cuts to general and administrative as well as R&D expenses, the result of layoffs that began in the tail end of 2022 that have shaved off ~10% of its headcount:Sea cost profile (Sea Q3 earnings deck)The combination of lower e-commerce losses and lower corporate overhead helped the company produce a positive adjusted EBITDA of $35.3 million, versus a -$357.7 million loss in the year-ago period:Sea adjusted EBITDA (Sea Q3 earnings deck)Key takeawaysIn my view, I like the fact that Sea is finding ways to boost adjusted profitability even when its most profitable segment is faltering. While it's true that Sea has a lot to prove (reducing its reliance on Free Fire, improving e-commerce profitability in Asia, demonstrating growth in non-Asia markets), a lot of pessimism is baked into Sea's share price at sub-$40 and it's a great time to enter into this stock at a de-risked valuation.","news_type":1},"isVote":1,"tweetType":1,"viewCount":198,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3564724524158525","authorId":"3564724524158525","name":"Masterchee","avatar":"https://static.tigerbbs.com/c35b53634794eeec7c01202c79c478b7","crmLevel":4,"crmLevelSwitch":0},"content":"Can shopee remain to be the largest e-commerce in SEA in the future?","text":"Can shopee remain to be the largest e-commerce in SEA in the future?","html":"Can shopee remain to be the largest e-commerce in SEA in the future?"}],"imageCount":0,"langContent":"EN","totalScore":0},{"id":240146012053624,"gmtCreate":1699648496514,"gmtModify":1699653689647,"author":{"id":"3564724524158525","authorId":"3564724524158525","name":"Masterchee","avatar":"https://static.tigerbbs.com/c35b53634794eeec7c01202c79c478b7","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"Wow it's at support levels. At this point I would believe people will be looking for an entry position","listText":"Wow it's at support levels. At this point I would believe people will be looking for an entry position","text":"Wow it's at support levels. At this point I would believe people will be looking for an entry position","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/240146012053624","repostId":"2382265942","repostType":2,"repost":{"id":"2382265942","pubTimestamp":1699603800,"share":"https://www.laohu8.com/m/news/2382265942?lang=&edition=full","pubTime":"2023-11-10 16:10","market":"us","language":"en","title":"NIO: Back For Another Run","url":"https://stock-news.laohu8.com/highlight/detail?id=2382265942","media":"Seeking Alpha","summary":"NIO Inc. has slumped back below $8 due to volatile monthly delivery numbers and lack of consistent growth in EV deliveries.The company delivered an EV record during Q3 2023, but the recent 10% workfor","content":"<html><head></head><body><ul style=\"\"><li><p>NIO Inc. has slumped back below $8 due to volatile monthly delivery numbers and lack of consistent growth in EV deliveries.</p></li><li><p>The company delivered an EV record during Q3 2023, but the recent 10% workforce reduction isn&#39;t a great sign for the rest of Q4.</p></li><li><p>The stock is cheap, trading back at the lows from earlier in 2023, where NIO doubled to $16 and another similar move is possible.</p></li></ul><p><strong>NIO Inc.</strong> (NYSE:NIO) continues to make progress towards record electric vehicle (&#34;EV&#34;) production, yet the volatile monthly numbers always hammers the stock. The Chinese EV manufacturer has seen the stock slump again below $8. My investment thesis is again ultra Bullish on the stock after the dip back down to the lows.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/c736a95838c0601d00374f57a8f28e19\" alt=\"Source: Finviz\" title=\"Source: Finviz\" tg-width=\"996\" tg-height=\"442\"/><span>Source: Finviz</span></p><h2 id=\"id_4031218982\">Monthly Volatility</h2><p>The biggest issue still facing NIO is the lack of consistent growth in EV deliveries. The Chinese company reported a record monthly delivery of 20,462 vehicles back in July, but the October delivery rate was down to 16,074 vehicles while the Chinese passenger car sales rose over 10% in the month.</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/af0702f6bbd6341727021fcb3392bee9\" alt=\"Source: CnEVPost\" title=\"Source: CnEVPost\" tg-width=\"1200\" tg-height=\"628\"/><span>Source: CnEVPost</span></p><p>The delivery numbers are less volatile on a quarterly basis due in part to the wild timing of new vehicle releases. In total, NIO has delivered 126,067 EVs this year, up 36% YoY.</p><p>The problem for investors is the wild swing in monthly deliveries is even more notable when viewing the switch from SUVs to Sedans and back to SUVs again. The company does very little building on previous monthly sales with the launch of the new ES6 SUV leading to the initial surge starting in May.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/c80d43e11edda54d23333b1568b0bead\" alt=\"Source: CnEVPost\" title=\"Source: CnEVPost\" tg-width=\"1200\" tg-height=\"628\"/><span>Source: CnEVPost</span></p><p>Apparently, NIO provided its supply chain with a 2024 sales forecast of more than 230,000 units. The company is on target to reach ~156,000 EV deliveries in 2023 suggesting a 50% growth rate next year.</p><p>Investors should be cautioned that NIO has entered the last couple of years with goals for reaching a 200K+ figure with no actual results matching the estimates. The company even discussed recently needing to boost the sales reps to reach a monthly vehicle sales target of 30K units.</p><p>The disconnect is interesting considering the goal is only to average 20K units a month in 2024. In addition, NIO recently added 15 showrooms to reach 139 NIO Houses and 314 NIO Spaces.</p><p>Other Chinese EV companies like <strong>Li Auto</strong> (LI) and <strong>XPeng</strong> (XPEV) are targeting higher figures for 2024, leading the competitive headwinds in the market. XPeng targets 280,000 EV deliveries while Li Auto targets 800,000.</p><h2 id=\"id_2863784800\">10% Cut</h2><p>NIO announced plans to cut 10% of the staff during November in an exercise to reduce excessive costs. The company adding new showrooms and sales reps to reach a 30K monthly delivery rate would appear to contradict the plans to reduce 10% of a workforce that reached nearly 27K to start 2023.</p><p>NIO announced plans expected to save between at least $206 million per year going forward according to Deutsche Bank analyst Edison Yu. The company suggests the battery and phone businesses will face the biggest layoffs.</p><p>During the most recent reported quarter, NIO reported an adjusted net loss of $751 million. NIO reported a Q1&#39;23 loss of $604 million on vehicle deliveries of 31,041 during the quarter</p><p>NIO hit record vehicle sales during Q3, providing some encouragement the company would cut the loses in the last quarter. The Chinese EV company should report quarterly results in the next couple of weeks with the forecast for sales of $2.66 billion to more than double the Q2&#39;23 level with vehicle deliveries hitting 55K during Q3.</p><p>The company ended the quarter with a cash balance of $4.3 billion. Since the end of June, NIO completed the $739 million investment from CYVN Investments and $1 billion in convertible debt.</p><p>The news of a 10% workforce reduction only suggests management doesn&#39;t expect the business to easily take the next step higher with recent delivery levels dipping. After all, an actual 50% boost in vehicle deliveries during 2024 would provide substantial revenue increases to absorb a lot of the current cost reductions.</p><p>Most of the current costs are in the costs of sales category with NIO generating a vehicle margin only in the 6% range. The question is how much of those costs are included in the cuts, though Deutsche Bank only forecasts ~$50 million in quarterly expense cuts from removing 10% of the workforce with a large portion of the costs related to materials for the EV.</p><p>The market is currently very negative on the stock while NIO is technically reporting record quarterly delivery numbers. The stock is likely to make another run similar to the recent jump from $8 to $16. The market cap is down to $14 billion while sales are projected to reach $13 billion in 2024, though this number is probably aggressive.</p><h2 id=\"id_1267577378\">Takeaway</h2><p>The key investor takeaway is that NIO is appealing on weakness with a market cap below $14 billion and quarterly sales reaching $2.7 billion in Q3&#39;23. The Chinese EV company should ultimately benefit from a rebound in the Chinese economy after most of 2023 has been weaker than expected in rebounding from Covid lockdowns. The stock is remains risky, but NIO remains a solid way to speculate in EV growth and Chinese demand with the stock trading back at the lows.</p><p>Editor&#39;s Note: This article discusses one or more securities that do not trade on a major U.S. exchange. Please be aware of the risks associated with these stocks.</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>NIO: Back For Another Run</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nNIO: Back For Another Run\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-11-10 16:10 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4650003-nio-back-for-another-run><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>NIO Inc. has slumped back below $8 due to volatile monthly delivery numbers and lack of consistent growth in EV deliveries.The company delivered an EV record during Q3 2023, but the recent 10% ...</p>\n\n<a href=\"https://seekingalpha.com/article/4650003-nio-back-for-another-run\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"09866":"蔚来-SW","NIO.SI":"蔚来","NIO":"蔚来"},"source_url":"https://seekingalpha.com/article/4650003-nio-back-for-another-run","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"2382265942","content_text":"NIO Inc. has slumped back below $8 due to volatile monthly delivery numbers and lack of consistent growth in EV deliveries.The company delivered an EV record during Q3 2023, but the recent 10% workforce reduction isn't a great sign for the rest of Q4.The stock is cheap, trading back at the lows from earlier in 2023, where NIO doubled to $16 and another similar move is possible.NIO Inc. (NYSE:NIO) continues to make progress towards record electric vehicle (\"EV\") production, yet the volatile monthly numbers always hammers the stock. The Chinese EV manufacturer has seen the stock slump again below $8. My investment thesis is again ultra Bullish on the stock after the dip back down to the lows.Source: FinvizMonthly VolatilityThe biggest issue still facing NIO is the lack of consistent growth in EV deliveries. The Chinese company reported a record monthly delivery of 20,462 vehicles back in July, but the October delivery rate was down to 16,074 vehicles while the Chinese passenger car sales rose over 10% in the month.Source: CnEVPostThe delivery numbers are less volatile on a quarterly basis due in part to the wild timing of new vehicle releases. In total, NIO has delivered 126,067 EVs this year, up 36% YoY.The problem for investors is the wild swing in monthly deliveries is even more notable when viewing the switch from SUVs to Sedans and back to SUVs again. The company does very little building on previous monthly sales with the launch of the new ES6 SUV leading to the initial surge starting in May.Source: CnEVPostApparently, NIO provided its supply chain with a 2024 sales forecast of more than 230,000 units. The company is on target to reach ~156,000 EV deliveries in 2023 suggesting a 50% growth rate next year.Investors should be cautioned that NIO has entered the last couple of years with goals for reaching a 200K+ figure with no actual results matching the estimates. The company even discussed recently needing to boost the sales reps to reach a monthly vehicle sales target of 30K units.The disconnect is interesting considering the goal is only to average 20K units a month in 2024. In addition, NIO recently added 15 showrooms to reach 139 NIO Houses and 314 NIO Spaces.Other Chinese EV companies like Li Auto (LI) and XPeng (XPEV) are targeting higher figures for 2024, leading the competitive headwinds in the market. XPeng targets 280,000 EV deliveries while Li Auto targets 800,000.10% CutNIO announced plans to cut 10% of the staff during November in an exercise to reduce excessive costs. The company adding new showrooms and sales reps to reach a 30K monthly delivery rate would appear to contradict the plans to reduce 10% of a workforce that reached nearly 27K to start 2023.NIO announced plans expected to save between at least $206 million per year going forward according to Deutsche Bank analyst Edison Yu. The company suggests the battery and phone businesses will face the biggest layoffs.During the most recent reported quarter, NIO reported an adjusted net loss of $751 million. NIO reported a Q1'23 loss of $604 million on vehicle deliveries of 31,041 during the quarterNIO hit record vehicle sales during Q3, providing some encouragement the company would cut the loses in the last quarter. The Chinese EV company should report quarterly results in the next couple of weeks with the forecast for sales of $2.66 billion to more than double the Q2'23 level with vehicle deliveries hitting 55K during Q3.The company ended the quarter with a cash balance of $4.3 billion. Since the end of June, NIO completed the $739 million investment from CYVN Investments and $1 billion in convertible debt.The news of a 10% workforce reduction only suggests management doesn't expect the business to easily take the next step higher with recent delivery levels dipping. After all, an actual 50% boost in vehicle deliveries during 2024 would provide substantial revenue increases to absorb a lot of the current cost reductions.Most of the current costs are in the costs of sales category with NIO generating a vehicle margin only in the 6% range. The question is how much of those costs are included in the cuts, though Deutsche Bank only forecasts ~$50 million in quarterly expense cuts from removing 10% of the workforce with a large portion of the costs related to materials for the EV.The market is currently very negative on the stock while NIO is technically reporting record quarterly delivery numbers. The stock is likely to make another run similar to the recent jump from $8 to $16. The market cap is down to $14 billion while sales are projected to reach $13 billion in 2024, though this number is probably aggressive.TakeawayThe key investor takeaway is that NIO is appealing on weakness with a market cap below $14 billion and quarterly sales reaching $2.7 billion in Q3'23. The Chinese EV company should ultimately benefit from a rebound in the Chinese economy after most of 2023 has been weaker than expected in rebounding from Covid lockdowns. The stock is remains risky, but NIO remains a solid way to speculate in EV growth and Chinese demand with the stock trading back at the lows.Editor's Note: This article discusses one or more securities that do not trade on a major U.S. exchange. Please be aware of the risks associated with these stocks.","news_type":1},"isVote":1,"tweetType":1,"viewCount":265,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":219019879448584,"gmtCreate":1694497478779,"gmtModify":1694499428177,"author":{"id":"3564724524158525","authorId":"3564724524158525","name":"Masterchee","avatar":"https://static.tigerbbs.com/c35b53634794eeec7c01202c79c478b7","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"400? Maybe in 2-3&nbsp;years time. 25? Probably never.","listText":"400? Maybe in 2-3&nbsp;years time. 25? Probably never.","text":"400? Maybe in 2-3 years time. 25? Probably never.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/219019879448584","repostId":"2366217103","repostType":2,"repost":{"id":"2366217103","weMediaInfo":{"introduction":"Stock Market Quotes, Business News, Financial News, Trading Ideas, and Stock Research by Professionals","home_visible":0,"media_name":"Benzinga","id":"1052270027","head_image":"https://static.tigerbbs.com/d08bf7808052c0ca9deb4e944cae32aa"},"pubTimestamp":1694496037,"share":"https://www.laohu8.com/m/news/2366217103?lang=&edition=full","pubTime":"2023-09-12 13:20","market":"us","language":"en","title":"Tesla Analyst With $24 Price Target Blasts Morgan Stanley's $400 Target: \"Where Is The Tech?\"","url":"https://stock-news.laohu8.com/highlight/detail?id=2366217103","media":"Benzinga","summary":"ZINGER KEY POINTSAdam Jonas's bullish Tesla view focuses on Dojo's non-auto potential; Gordon Johnson questions the analysis's impartiality.Johnson has a $24 price target on Tesla and calls Monday's r","content":"<html><head></head><body><h4 id=\"id_4242406132\" style=\"text-align: start;\">ZINGER KEY POINTS</h4><ul style=\"list-style-type: disc;\"><li><p>Adam Jonas&#39;s bullish Tesla view focuses on Dojo&#39;s non-auto potential; Gordon Johnson questions the analysis&#39;s impartiality.</p></li><li><p>Johnson has a $24 price target on Tesla and calls Monday&#39;s rally a short opportunity.</p></li></ul><p><strong>Gordon Johnson</strong>, founder and CEO at GLJ Research, called into question on Monday the optimistic analysis of <strong>Morgan Stanley&#39;s</strong> <strong>Adam Jonas</strong> on <strong>Tesla Inc</strong>.</p><p style=\"text-align: start;\">Directly countering Jonas&#39;s high-flying projections rooted in the capabilities of Tesla&#39;s supercomputer, Johnson said the investment bank’s close ties to Tesla and Musk may have something to do with the upgrade, among other things.</p><p style=\"text-align: start;\"><strong>The Morgan Stanley Analyst:</strong> Jonas on Sunday upgraded Tesla from Equal-Weight to Overweight with a $400 price target. The thesis centered around the transformative potential of Tesla&#39;s custom supercomputer, <strong>Dojo</strong>.</p><p style=\"text-align: start;\">The analyst predicted a surge in Tesla&#39;s enterprise value from Dojo — to the tune of $500 billion.</p><p style=\"text-align: start;\">Jonas&#39;s logic hinges on Dojo’s abilities beyond just the automotive realm, saying the supercomputer could find applications in diverse industries including robotics, healthcare and security.</p><p>Backing his thesis with figures, the Morgan Stanley analyst noted that just as Amazon Web Services became a cornerstone for <strong>Amazon.com, Inc.’s</strong> AMZN earnings, Tesla Network Services might contribute a sizable chunk — more than 60% by 2040 — to Tesla&#39;s EBITDA.</p><p>“Ninety-eight of their gross profit in Q2 was from selling cars,” Johnson said in a Schwab Network interview on Monday, “You and others have been saying this is a tech company for the last five years; where is the tech?”</p><p style=\"text-align: start;\"><strong>The GL Research Analyst:</strong> Johnson has a $24 price target set on the stock.</p><p style=\"text-align: start;\">Taking to X (formerly known as Twitter), he criticized the &#34;poor analysis&#34; of Jonas, noting Morgan Stanley&#39;s significant investment in Tesla and Twitter.</p><p style=\"text-align: start;\">Johnson pointed out several concerns, saying Jonas admitted in his note that his projections on Dojo&#39;s cost and performance are unverified, rendering his upgrade largely speculative.</p><p>While the supercomputer, which is going to be used for training Tesla&#39;s machine learning models to improve its Full Self-Driving (FSD), went into production last month, Johnson noted Consumer Reports and Guidehouse Insights currently rank the driver assistance technology pretty low compared to competitors.</p><p style=\"text-align: start;\">Johnson also noted Morgan Stanley’s role in Musk taking X private, as well as its sizeable position in Tesla.</p><p style=\"text-align: start;\">Part of Musk&#39;s acquisition of Twitter was backed by bank loans, including a $3.5 billion contribution from Morgan Stanley. That connection, coupled with Morgan Stanley&#39;s ownership of nearly 28 million shares of Tesla, painted a picture of intertwined interests, according to Johnson, leading one to question the impartiality of the analysis.</p><p style=\"text-align: start;\">Tesla shares traded more than 10% on Monday, which Johnson called a short opportunity.</p><p style=\"text-align: start;\"><strong>TSLA Price action:</strong> Shares of Tesla closed 10.09% higher to $273.58 on Monday, according to data from Benzinga Pro.</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 Analyst With $24 Price Target Blasts Morgan Stanley's $400 Target: \"Where Is The Tech?\"</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; 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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\">\nTesla Analyst With $24 Price Target Blasts Morgan Stanley's $400 Target: \"Where Is The Tech?\"\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/d08bf7808052c0ca9deb4e944cae32aa);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Benzinga </p>\n<p class=\"h-time\">2023-09-12 13:20</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><h4 id=\"id_4242406132\" style=\"text-align: start;\">ZINGER KEY POINTS</h4><ul style=\"list-style-type: disc;\"><li><p>Adam Jonas&#39;s bullish Tesla view focuses on Dojo&#39;s non-auto potential; Gordon Johnson questions the analysis&#39;s impartiality.</p></li><li><p>Johnson has a $24 price target on Tesla and calls Monday&#39;s rally a short opportunity.</p></li></ul><p><strong>Gordon Johnson</strong>, founder and CEO at GLJ Research, called into question on Monday the optimistic analysis of <strong>Morgan Stanley&#39;s</strong> <strong>Adam Jonas</strong> on <strong>Tesla Inc</strong>.</p><p style=\"text-align: start;\">Directly countering Jonas&#39;s high-flying projections rooted in the capabilities of Tesla&#39;s supercomputer, Johnson said the investment bank’s close ties to Tesla and Musk may have something to do with the upgrade, among other things.</p><p style=\"text-align: start;\"><strong>The Morgan Stanley Analyst:</strong> Jonas on Sunday upgraded Tesla from Equal-Weight to Overweight with a $400 price target. The thesis centered around the transformative potential of Tesla&#39;s custom supercomputer, <strong>Dojo</strong>.</p><p style=\"text-align: start;\">The analyst predicted a surge in Tesla&#39;s enterprise value from Dojo — to the tune of $500 billion.</p><p style=\"text-align: start;\">Jonas&#39;s logic hinges on Dojo’s abilities beyond just the automotive realm, saying the supercomputer could find applications in diverse industries including robotics, healthcare and security.</p><p>Backing his thesis with figures, the Morgan Stanley analyst noted that just as Amazon Web Services became a cornerstone for <strong>Amazon.com, Inc.’s</strong> AMZN earnings, Tesla Network Services might contribute a sizable chunk — more than 60% by 2040 — to Tesla&#39;s EBITDA.</p><p>“Ninety-eight of their gross profit in Q2 was from selling cars,” Johnson said in a Schwab Network interview on Monday, “You and others have been saying this is a tech company for the last five years; where is the tech?”</p><p style=\"text-align: start;\"><strong>The GL Research Analyst:</strong> Johnson has a $24 price target set on the stock.</p><p style=\"text-align: start;\">Taking to X (formerly known as Twitter), he criticized the &#34;poor analysis&#34; of Jonas, noting Morgan Stanley&#39;s significant investment in Tesla and Twitter.</p><p style=\"text-align: start;\">Johnson pointed out several concerns, saying Jonas admitted in his note that his projections on Dojo&#39;s cost and performance are unverified, rendering his upgrade largely speculative.</p><p>While the supercomputer, which is going to be used for training Tesla&#39;s machine learning models to improve its Full Self-Driving (FSD), went into production last month, Johnson noted Consumer Reports and Guidehouse Insights currently rank the driver assistance technology pretty low compared to competitors.</p><p style=\"text-align: start;\">Johnson also noted Morgan Stanley’s role in Musk taking X private, as well as its sizeable position in Tesla.</p><p style=\"text-align: start;\">Part of Musk&#39;s acquisition of Twitter was backed by bank loans, including a $3.5 billion contribution from Morgan Stanley. That connection, coupled with Morgan Stanley&#39;s ownership of nearly 28 million shares of Tesla, painted a picture of intertwined interests, according to Johnson, leading one to question the impartiality of the analysis.</p><p style=\"text-align: start;\">Tesla shares traded more than 10% on Monday, which Johnson called a short opportunity.</p><p style=\"text-align: start;\"><strong>TSLA Price action:</strong> Shares of Tesla closed 10.09% higher to $273.58 on Monday, according to data from Benzinga Pro.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4550":"红杉资本持仓","BK4588":"碎股","LU2249611893.SGD":"BNP PARIBAS ENERGY TRANSITION \"CRH\" (SGD) ACC","LU0234572021.USD":"高盛美国核心股票组合Acc","LU0128525689.USD":"TEMPLETON GLOBAL BALANCED \"A\"(USD) ACC","BK4574":"无人驾驶","LU0320765646.SGD":"FTIF - Franklin Income A MDIS SGD-H1","BK4551":"寇图资本持仓","LU2063271972.USD":"富兰克林创新领域基金","LU1363072403.SGD":"Fidelity Global Financial Services A-ACC-SGD","IE00BZ1G4Q59.USD":"LEGG MASON CLEARBRIDGE US EQUITY SUSTAINABILITY LEADER \"A\"(USD) INC (A)","TSLA":"特斯拉","BK4581":"高盛持仓","LU0823414478.USD":"法巴经典能源转换基金","IE00BWXC8680.SGD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A5\" (SGD) ACC","BK4504":"桥水持仓","LU2087621335.USD":"ALLSPRING GLOBAL FACTOR ENHANCED EQUITY \"A\" (USD) ACC","LU2326559502.SGD":"Natixis Loomis Sayles US Growth Equity P/A SGD-H","BK4099":"汽车制造商","LU1852331112.SGD":"Blackrock World Technology Fund A2 SGD-H","BK4548":"巴美列捷福持仓","LU0198837287.USD":"UBS (LUX) EQUITY SICAV - USA GROWTH \"P\" (USD) ACC","LU1861215975.USD":"贝莱德新一代科技基金 A2","LU0971096721.USD":"富达环球金融服务 A","LU0316494557.USD":"FRANKLIN GLOBAL FUNDAMENTAL STRATEGIES \"A\" ACC","LU1548497426.USD":"安联环球人工智能AT Acc","TSLL":"Direxion Daily TSLA Bull 2X Shares","LU1074936037.SGD":"JPMorgan Funds - US Value A (acc) SGD","IE00BKVL7J92.USD":"Legg Mason ClearBridge - US Equity Sustainability Leaders A Acc USD","LU1551013425.SGD":"Allianz Income and Growth Cl AMg2 DIS H2-SGD","LU1244550494.USD":"FRANKLIN GLOBAL MULTI-ASSET INCOME \"A\" (USDHEDGED) ACC","BK4592":"伊斯兰概念","BK4532":"文艺复兴科技持仓","LU0348723411.USD":"ALLIANZ GLOBAL HI-TECH GROWTH \"A\" (USD) INC","LU1720051108.HKD":"ALLIANZ GLOBAL ARTIFICIAL INTELLIGENCE \"AT\" (HKD) ACC","BK4534":"瑞士信贷持仓","LU1162221912.USD":"FRANKLIN INCOME \"A\" (USD) ACC","LU0234570918.USD":"高盛全球核心股票组合Acc Close","LU2357305700.SGD":"Allianz Global Artificial Intelligence ET H2-SGD","LU1429558221.USD":"Natixis Loomis Sayles US Growth Equity RA USD","LU1861559042.SGD":"日兴方舟颠覆性创新基金B SGD","LU0053666078.USD":"摩根大通基金-美国股票A（离岸）美元","LU0823411888.USD":"法巴消费创新基金 Cap","LU1435385759.SGD":"Natixis Loomis Sayles US Growth Equity RA SGD-H","LU0098860793.USD":"FRANKLIN INCOME \"A\" INC","BK4114":"综合货品商店","LU1989772923.USD":"CPR Invest - Climate Action A2 Acc USD-H","BK4527":"明星科技股"},"source_url":"https://news.google.com/rss/articles/CBMijgFodHRwczovL3VrLmludmVzdGluZy5jb20vbmV3cy9zdG9jay1tYXJrZXQtbmV3cy90ZXNsYS1hbmFseXN0LXdpdGgtMjQtcHJpY2UtdGFyZ2V0LWJsYXN0cy1tb3JnYW4tc3RhbmxleXMtNDAwLXRhcmdldC13aGVyZS1pcy10aGUtdGVjaC0zMTUwOTk00gGaAWh0dHBzOi8vbS51ay5pbnZlc3RpbmcuY29tL25ld3Mvc3RvY2stbWFya2V0LW5ld3MvdGVzbGEtYW5hbHlzdC13aXRoLTI0LXByaWNlLXRhcmdldC1ibGFzdHMtbW9yZ2FuLXN0YW5sZXlzLTQwMC10YXJnZXQtd2hlcmUtaXMtdGhlLXRlY2gtMzE1MDk5ND9hbXBNb2RlPTE?oc=5","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2366217103","content_text":"ZINGER KEY POINTSAdam Jonas's bullish Tesla view focuses on Dojo's non-auto potential; Gordon Johnson questions the analysis's impartiality.Johnson has a $24 price target on Tesla and calls Monday's rally a short opportunity.Gordon Johnson, founder and CEO at GLJ Research, called into question on Monday the optimistic analysis of Morgan Stanley's Adam Jonas on Tesla Inc.Directly countering Jonas's high-flying projections rooted in the capabilities of Tesla's supercomputer, Johnson said the investment bank’s close ties to Tesla and Musk may have something to do with the upgrade, among other things.The Morgan Stanley Analyst: Jonas on Sunday upgraded Tesla from Equal-Weight to Overweight with a $400 price target. The thesis centered around the transformative potential of Tesla's custom supercomputer, Dojo.The analyst predicted a surge in Tesla's enterprise value from Dojo — to the tune of $500 billion.Jonas's logic hinges on Dojo’s abilities beyond just the automotive realm, saying the supercomputer could find applications in diverse industries including robotics, healthcare and security.Backing his thesis with figures, the Morgan Stanley analyst noted that just as Amazon Web Services became a cornerstone for Amazon.com, Inc.’s AMZN earnings, Tesla Network Services might contribute a sizable chunk — more than 60% by 2040 — to Tesla's EBITDA.“Ninety-eight of their gross profit in Q2 was from selling cars,” Johnson said in a Schwab Network interview on Monday, “You and others have been saying this is a tech company for the last five years; where is the tech?”The GL Research Analyst: Johnson has a $24 price target set on the stock.Taking to X (formerly known as Twitter), he criticized the \"poor analysis\" of Jonas, noting Morgan Stanley's significant investment in Tesla and Twitter.Johnson pointed out several concerns, saying Jonas admitted in his note that his projections on Dojo's cost and performance are unverified, rendering his upgrade largely speculative.While the supercomputer, which is going to be used for training Tesla's machine learning models to improve its Full Self-Driving (FSD), went into production last month, Johnson noted Consumer Reports and Guidehouse Insights currently rank the driver assistance technology pretty low compared to competitors.Johnson also noted Morgan Stanley’s role in Musk taking X private, as well as its sizeable position in Tesla.Part of Musk's acquisition of Twitter was backed by bank loans, including a $3.5 billion contribution from Morgan Stanley. That connection, coupled with Morgan Stanley's ownership of nearly 28 million shares of Tesla, painted a picture of intertwined interests, according to Johnson, leading one to question the impartiality of the analysis.Tesla shares traded more than 10% on Monday, which Johnson called a short opportunity.TSLA Price action: Shares of Tesla closed 10.09% higher to $273.58 on Monday, according to data from Benzinga Pro.","news_type":1},"isVote":1,"tweetType":1,"viewCount":176,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":204977210802400,"gmtCreate":1691052639832,"gmtModify":1691053599581,"author":{"id":"3564724524158525","authorId":"3564724524158525","name":"Masterchee","avatar":"https://static.tigerbbs.com/c35b53634794eeec7c01202c79c478b7","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"Can swing trade ah?","listText":"Can swing trade ah?","text":"Can swing trade ah?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/204977210802400","repostId":"2356080249","repostType":2,"repost":{"id":"2356080249","pubTimestamp":1691029085,"share":"https://www.laohu8.com/m/news/2356080249?lang=&edition=full","pubTime":"2023-08-03 10:18","market":"hk","language":"en","title":"Morgan Stanley Expects Nio Shares \"Very Likely\" to Rise Over Next 15 Days","url":"https://stock-news.laohu8.com/highlight/detail?id=2356080249","media":"CnEVPost","summary":"A solid order backlog and improving production ramp bode well for Nio's ongoing operational recovery and rising sales, Morgan Stanley said.\n...","content":"<html><head></head><body><blockquote>A solid order backlog and improving production ramp bode well for Nio&#39;s ongoing operational recovery and rising sales, Morgan Stanley said.</blockquote><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/95ab95cc41e5d2c267a1902be443a8be\" title=\"\" tg-width=\"1200\" tg-height=\"601\"/></p><p>After Nio (NYSE: NIO) reported record July deliveries Aug 1, Morgan Stanley shared their short-term trading view on the company&#39;s stock, saying it&#39;s &#34;very likely&#34; to rise over the next two weeks.</p><p>Nio&#39;s Hong Kong and Singapore-traded stock today jumped over 9 percent to HK$117.2 and 10 percent to S$15.08 respectively in morning trading.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/de21bcdcf1d80ca5997f17eb76418633\" title=\"\" tg-width=\"825\" tg-height=\"836\"/></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/057dc2a005a5b8ddf47d5caf6bb0e7d0\" tg-width=\"865\" tg-height=\"842\"/></p><p>Before you read any further, CnEVPost would like to remind you that with any analyst report, you should focus on the logic of the analysis, not the forecast itself.</p><p>Wall Street analysts share the world&#39;s top minds with their clients, and for investors, the ideas should be used to help them refine their investment theories, not to trade on price targets or forecasts.</p><p>Having said that, Morgan Stanley analyst Tim Hsiao&#39;s team said in the research note yesterday that they believe Nio shares are on track to rise in absolute terms over the next 15 days.</p><p>Nio released figures yesterday showing it delivered a record 20,462 vehicles in July, with more than 10,000 new ES6s. Hsiao&#39;s team attributes this to a stronger-than-expected month-end sales upturn.</p><p>&#34;We believe the company&#39;s solid order backlog and improving production ramp bode well for Nio&#39;s ongoing operational resurgence and ongoing sales upturn in August/September,&#34; the team said.</p><p>The team estimates the probability of the scenario to be around 70 percent to 80 percent, or &#34;very likely&#34;.</p><p>Nio&#39;s mass-market brand introduction, stronger-than-expected sales, and better-than-expected operational efficiency improvements would be upside risks to the forecast, the team noted.</p><p>And weaker-than-expected sales, lack of signs of efficiency improvement, lower-than-expected NOP/NAD option adoption, and slower auto sales growth putting pressure on overall industry valuations pose downside risks, according to the team.</p></body></html>","source":"cnevpost_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>Morgan Stanley Expects Nio Shares \"Very Likely\" to Rise Over Next 15 Days</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\">\nMorgan Stanley Expects Nio Shares \"Very Likely\" to Rise Over Next 15 Days\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-08-03 10:18 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://cnevpost.com/2023/08/02/morgan-stanley-expects-nio-shares-to-rise-next-15-days/><strong>CnEVPost</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>A solid order backlog and improving production ramp bode well for Nio's ongoing operational recovery and rising sales, Morgan Stanley said.After Nio (NYSE: NIO) reported record July deliveries Aug 1, ...</p>\n\n<a href=\"https://cnevpost.com/2023/08/02/morgan-stanley-expects-nio-shares-to-rise-next-15-days/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4581":"高盛持仓","BK4505":"高瓴资本持仓","BK4504":"桥水持仓","BK4099":"汽车制造商","LU0971096721.USD":"富达环球金融服务 A","BK4548":"巴美列捷福持仓","LU0052750758.USD":"富兰克林中国基金A Acc","BK4127":"投资银行业与经纪业","LU1074936037.SGD":"JPMorgan Funds - US Value A (acc) SGD","IE00BKVL7J92.USD":"Legg Mason ClearBridge - US Equity Sustainability Leaders A Acc USD","LU0320764599.SGD":"FTIF - Templeton China A Acc SGD","LU1668664300.SGD":"Blackrock World Financials A2 SGD-H","BK4532":"文艺复兴科技持仓","BK4531":"中概回港概念","BK4585":"ETF&股票定投概念","BK4534":"瑞士信贷持仓","BK4555":"新能源车","LU0098860793.USD":"FRANKLIN INCOME \"A\" INC","LU1989772840.SGD":"CPR Invest - Climate Action A2 Acc SGD-H","LU0708995583.HKD":"TEMPLETON CHINA \"A\" (HKD) ACC","BK4509":"腾讯概念","LU1989772923.USD":"CPR Invest - Climate Action A2 Acc USD-H","LU1162221912.USD":"FRANKLIN INCOME \"A\" (USD) ACC","BK4526":"热门中概股","BK4588":"碎股","LU0320765646.SGD":"FTIF - Franklin Income A MDIS SGD-H1","LU1363072403.SGD":"Fidelity Global Financial Services A-ACC-SGD","IE00BZ1G4Q59.USD":"LEGG MASON CLEARBRIDGE US EQUITY SUSTAINABILITY LEADER \"A\"(USD) INC (A)","BK4574":"无人驾驶","LU0106831901.USD":"贝莱德世界金融基金A2"},"source_url":"https://cnevpost.com/2023/08/02/morgan-stanley-expects-nio-shares-to-rise-next-15-days/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2356080249","content_text":"A solid order backlog and improving production ramp bode well for Nio's ongoing operational recovery and rising sales, Morgan Stanley said.After Nio (NYSE: NIO) reported record July deliveries Aug 1, Morgan Stanley shared their short-term trading view on the company's stock, saying it's \"very likely\" to rise over the next two weeks.Nio's Hong Kong and Singapore-traded stock today jumped over 9 percent to HK$117.2 and 10 percent to S$15.08 respectively in morning trading.Before you read any further, CnEVPost would like to remind you that with any analyst report, you should focus on the logic of the analysis, not the forecast itself.Wall Street analysts share the world's top minds with their clients, and for investors, the ideas should be used to help them refine their investment theories, not to trade on price targets or forecasts.Having said that, Morgan Stanley analyst Tim Hsiao's team said in the research note yesterday that they believe Nio shares are on track to rise in absolute terms over the next 15 days.Nio released figures yesterday showing it delivered a record 20,462 vehicles in July, with more than 10,000 new ES6s. Hsiao's team attributes this to a stronger-than-expected month-end sales upturn.\"We believe the company's solid order backlog and improving production ramp bode well for Nio's ongoing operational resurgence and ongoing sales upturn in August/September,\" the team said.The team estimates the probability of the scenario to be around 70 percent to 80 percent, or \"very likely\".Nio's mass-market brand introduction, stronger-than-expected sales, and better-than-expected operational efficiency improvements would be upside risks to the forecast, the team noted.And weaker-than-expected sales, lack of signs of efficiency improvement, lower-than-expected NOP/NAD option adoption, and slower auto sales growth putting pressure on overall industry valuations pose downside risks, according to the team.","news_type":1},"isVote":1,"tweetType":1,"viewCount":182,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9008494856,"gmtCreate":1641510154199,"gmtModify":1676533621977,"author":{"id":"3564724524158525","authorId":"3564724524158525","name":"Masterchee","avatar":"https://static.tigerbbs.com/c35b53634794eeec7c01202c79c478b7","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/LMND\">$Lemonade, Inc.(LMND)$</a>starting&nbsp;a position on lemonade tonight. Liking the valuation!","listText":"<a href=\"https://ttm.financial/S/LMND\">$Lemonade, Inc.(LMND)$</a>starting&nbsp;a position on lemonade tonight. Liking the valuation!","text":"$Lemonade, Inc.(LMND)$starting a position on lemonade tonight. Liking the valuation!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9008494856","isVote":1,"tweetType":1,"viewCount":1074,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"hots":[{"id":9008494856,"gmtCreate":1641510154199,"gmtModify":1676533621977,"author":{"id":"3564724524158525","authorId":"3564724524158525","name":"Masterchee","avatar":"https://static.tigerbbs.com/c35b53634794eeec7c01202c79c478b7","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/LMND\">$Lemonade, Inc.(LMND)$</a>starting&nbsp;a position on lemonade tonight. Liking the valuation!","listText":"<a href=\"https://ttm.financial/S/LMND\">$Lemonade, Inc.(LMND)$</a>starting&nbsp;a position on lemonade tonight. Liking the valuation!","text":"$Lemonade, Inc.(LMND)$starting a position on lemonade tonight. Liking the valuation!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9008494856","isVote":1,"tweetType":1,"viewCount":1074,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":240146012053624,"gmtCreate":1699648496514,"gmtModify":1699653689647,"author":{"id":"3564724524158525","authorId":"3564724524158525","name":"Masterchee","avatar":"https://static.tigerbbs.com/c35b53634794eeec7c01202c79c478b7","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"Wow it's at support levels. At this point I would believe people will be looking for an entry position","listText":"Wow it's at support levels. At this point I would believe people will be looking for an entry position","text":"Wow it's at support levels. At this point I would believe people will be looking for an entry position","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/240146012053624","repostId":"2382265942","repostType":2,"repost":{"id":"2382265942","pubTimestamp":1699603800,"share":"https://www.laohu8.com/m/news/2382265942?lang=&edition=full","pubTime":"2023-11-10 16:10","market":"us","language":"en","title":"NIO: Back For Another Run","url":"https://stock-news.laohu8.com/highlight/detail?id=2382265942","media":"Seeking Alpha","summary":"NIO Inc. has slumped back below $8 due to volatile monthly delivery numbers and lack of consistent growth in EV deliveries.The company delivered an EV record during Q3 2023, but the recent 10% workfor","content":"<html><head></head><body><ul style=\"\"><li><p>NIO Inc. has slumped back below $8 due to volatile monthly delivery numbers and lack of consistent growth in EV deliveries.</p></li><li><p>The company delivered an EV record during Q3 2023, but the recent 10% workforce reduction isn&#39;t a great sign for the rest of Q4.</p></li><li><p>The stock is cheap, trading back at the lows from earlier in 2023, where NIO doubled to $16 and another similar move is possible.</p></li></ul><p><strong>NIO Inc.</strong> (NYSE:NIO) continues to make progress towards record electric vehicle (&#34;EV&#34;) production, yet the volatile monthly numbers always hammers the stock. The Chinese EV manufacturer has seen the stock slump again below $8. My investment thesis is again ultra Bullish on the stock after the dip back down to the lows.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/c736a95838c0601d00374f57a8f28e19\" alt=\"Source: Finviz\" title=\"Source: Finviz\" tg-width=\"996\" tg-height=\"442\"/><span>Source: Finviz</span></p><h2 id=\"id_4031218982\">Monthly Volatility</h2><p>The biggest issue still facing NIO is the lack of consistent growth in EV deliveries. The Chinese company reported a record monthly delivery of 20,462 vehicles back in July, but the October delivery rate was down to 16,074 vehicles while the Chinese passenger car sales rose over 10% in the month.</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/af0702f6bbd6341727021fcb3392bee9\" alt=\"Source: CnEVPost\" title=\"Source: CnEVPost\" tg-width=\"1200\" tg-height=\"628\"/><span>Source: CnEVPost</span></p><p>The delivery numbers are less volatile on a quarterly basis due in part to the wild timing of new vehicle releases. In total, NIO has delivered 126,067 EVs this year, up 36% YoY.</p><p>The problem for investors is the wild swing in monthly deliveries is even more notable when viewing the switch from SUVs to Sedans and back to SUVs again. The company does very little building on previous monthly sales with the launch of the new ES6 SUV leading to the initial surge starting in May.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/c80d43e11edda54d23333b1568b0bead\" alt=\"Source: CnEVPost\" title=\"Source: CnEVPost\" tg-width=\"1200\" tg-height=\"628\"/><span>Source: CnEVPost</span></p><p>Apparently, NIO provided its supply chain with a 2024 sales forecast of more than 230,000 units. The company is on target to reach ~156,000 EV deliveries in 2023 suggesting a 50% growth rate next year.</p><p>Investors should be cautioned that NIO has entered the last couple of years with goals for reaching a 200K+ figure with no actual results matching the estimates. The company even discussed recently needing to boost the sales reps to reach a monthly vehicle sales target of 30K units.</p><p>The disconnect is interesting considering the goal is only to average 20K units a month in 2024. In addition, NIO recently added 15 showrooms to reach 139 NIO Houses and 314 NIO Spaces.</p><p>Other Chinese EV companies like <strong>Li Auto</strong> (LI) and <strong>XPeng</strong> (XPEV) are targeting higher figures for 2024, leading the competitive headwinds in the market. XPeng targets 280,000 EV deliveries while Li Auto targets 800,000.</p><h2 id=\"id_2863784800\">10% Cut</h2><p>NIO announced plans to cut 10% of the staff during November in an exercise to reduce excessive costs. The company adding new showrooms and sales reps to reach a 30K monthly delivery rate would appear to contradict the plans to reduce 10% of a workforce that reached nearly 27K to start 2023.</p><p>NIO announced plans expected to save between at least $206 million per year going forward according to Deutsche Bank analyst Edison Yu. The company suggests the battery and phone businesses will face the biggest layoffs.</p><p>During the most recent reported quarter, NIO reported an adjusted net loss of $751 million. NIO reported a Q1&#39;23 loss of $604 million on vehicle deliveries of 31,041 during the quarter</p><p>NIO hit record vehicle sales during Q3, providing some encouragement the company would cut the loses in the last quarter. The Chinese EV company should report quarterly results in the next couple of weeks with the forecast for sales of $2.66 billion to more than double the Q2&#39;23 level with vehicle deliveries hitting 55K during Q3.</p><p>The company ended the quarter with a cash balance of $4.3 billion. Since the end of June, NIO completed the $739 million investment from CYVN Investments and $1 billion in convertible debt.</p><p>The news of a 10% workforce reduction only suggests management doesn&#39;t expect the business to easily take the next step higher with recent delivery levels dipping. After all, an actual 50% boost in vehicle deliveries during 2024 would provide substantial revenue increases to absorb a lot of the current cost reductions.</p><p>Most of the current costs are in the costs of sales category with NIO generating a vehicle margin only in the 6% range. The question is how much of those costs are included in the cuts, though Deutsche Bank only forecasts ~$50 million in quarterly expense cuts from removing 10% of the workforce with a large portion of the costs related to materials for the EV.</p><p>The market is currently very negative on the stock while NIO is technically reporting record quarterly delivery numbers. The stock is likely to make another run similar to the recent jump from $8 to $16. The market cap is down to $14 billion while sales are projected to reach $13 billion in 2024, though this number is probably aggressive.</p><h2 id=\"id_1267577378\">Takeaway</h2><p>The key investor takeaway is that NIO is appealing on weakness with a market cap below $14 billion and quarterly sales reaching $2.7 billion in Q3&#39;23. The Chinese EV company should ultimately benefit from a rebound in the Chinese economy after most of 2023 has been weaker than expected in rebounding from Covid lockdowns. The stock is remains risky, but NIO remains a solid way to speculate in EV growth and Chinese demand with the stock trading back at the lows.</p><p>Editor&#39;s Note: This article discusses one or more securities that do not trade on a major U.S. exchange. Please be aware of the risks associated with these stocks.</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>NIO: Back For Another Run</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nNIO: Back For Another Run\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-11-10 16:10 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4650003-nio-back-for-another-run><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>NIO Inc. has slumped back below $8 due to volatile monthly delivery numbers and lack of consistent growth in EV deliveries.The company delivered an EV record during Q3 2023, but the recent 10% ...</p>\n\n<a href=\"https://seekingalpha.com/article/4650003-nio-back-for-another-run\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"09866":"蔚来-SW","NIO.SI":"蔚来","NIO":"蔚来"},"source_url":"https://seekingalpha.com/article/4650003-nio-back-for-another-run","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"2382265942","content_text":"NIO Inc. has slumped back below $8 due to volatile monthly delivery numbers and lack of consistent growth in EV deliveries.The company delivered an EV record during Q3 2023, but the recent 10% workforce reduction isn't a great sign for the rest of Q4.The stock is cheap, trading back at the lows from earlier in 2023, where NIO doubled to $16 and another similar move is possible.NIO Inc. (NYSE:NIO) continues to make progress towards record electric vehicle (\"EV\") production, yet the volatile monthly numbers always hammers the stock. The Chinese EV manufacturer has seen the stock slump again below $8. My investment thesis is again ultra Bullish on the stock after the dip back down to the lows.Source: FinvizMonthly VolatilityThe biggest issue still facing NIO is the lack of consistent growth in EV deliveries. The Chinese company reported a record monthly delivery of 20,462 vehicles back in July, but the October delivery rate was down to 16,074 vehicles while the Chinese passenger car sales rose over 10% in the month.Source: CnEVPostThe delivery numbers are less volatile on a quarterly basis due in part to the wild timing of new vehicle releases. In total, NIO has delivered 126,067 EVs this year, up 36% YoY.The problem for investors is the wild swing in monthly deliveries is even more notable when viewing the switch from SUVs to Sedans and back to SUVs again. The company does very little building on previous monthly sales with the launch of the new ES6 SUV leading to the initial surge starting in May.Source: CnEVPostApparently, NIO provided its supply chain with a 2024 sales forecast of more than 230,000 units. The company is on target to reach ~156,000 EV deliveries in 2023 suggesting a 50% growth rate next year.Investors should be cautioned that NIO has entered the last couple of years with goals for reaching a 200K+ figure with no actual results matching the estimates. The company even discussed recently needing to boost the sales reps to reach a monthly vehicle sales target of 30K units.The disconnect is interesting considering the goal is only to average 20K units a month in 2024. In addition, NIO recently added 15 showrooms to reach 139 NIO Houses and 314 NIO Spaces.Other Chinese EV companies like Li Auto (LI) and XPeng (XPEV) are targeting higher figures for 2024, leading the competitive headwinds in the market. XPeng targets 280,000 EV deliveries while Li Auto targets 800,000.10% CutNIO announced plans to cut 10% of the staff during November in an exercise to reduce excessive costs. The company adding new showrooms and sales reps to reach a 30K monthly delivery rate would appear to contradict the plans to reduce 10% of a workforce that reached nearly 27K to start 2023.NIO announced plans expected to save between at least $206 million per year going forward according to Deutsche Bank analyst Edison Yu. The company suggests the battery and phone businesses will face the biggest layoffs.During the most recent reported quarter, NIO reported an adjusted net loss of $751 million. NIO reported a Q1'23 loss of $604 million on vehicle deliveries of 31,041 during the quarterNIO hit record vehicle sales during Q3, providing some encouragement the company would cut the loses in the last quarter. The Chinese EV company should report quarterly results in the next couple of weeks with the forecast for sales of $2.66 billion to more than double the Q2'23 level with vehicle deliveries hitting 55K during Q3.The company ended the quarter with a cash balance of $4.3 billion. Since the end of June, NIO completed the $739 million investment from CYVN Investments and $1 billion in convertible debt.The news of a 10% workforce reduction only suggests management doesn't expect the business to easily take the next step higher with recent delivery levels dipping. After all, an actual 50% boost in vehicle deliveries during 2024 would provide substantial revenue increases to absorb a lot of the current cost reductions.Most of the current costs are in the costs of sales category with NIO generating a vehicle margin only in the 6% range. The question is how much of those costs are included in the cuts, though Deutsche Bank only forecasts ~$50 million in quarterly expense cuts from removing 10% of the workforce with a large portion of the costs related to materials for the EV.The market is currently very negative on the stock while NIO is technically reporting record quarterly delivery numbers. The stock is likely to make another run similar to the recent jump from $8 to $16. The market cap is down to $14 billion while sales are projected to reach $13 billion in 2024, though this number is probably aggressive.TakeawayThe key investor takeaway is that NIO is appealing on weakness with a market cap below $14 billion and quarterly sales reaching $2.7 billion in Q3'23. The Chinese EV company should ultimately benefit from a rebound in the Chinese economy after most of 2023 has been weaker than expected in rebounding from Covid lockdowns. The stock is remains risky, but NIO remains a solid way to speculate in EV growth and Chinese demand with the stock trading back at the lows.Editor's Note: This article discusses one or more securities that do not trade on a major U.S. exchange. Please be aware of the risks associated with these stocks.","news_type":1},"isVote":1,"tweetType":1,"viewCount":265,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":244167135109232,"gmtCreate":1700635142442,"gmtModify":1700635146857,"author":{"id":"3564724524158525","authorId":"3564724524158525","name":"Masterchee","avatar":"https://static.tigerbbs.com/c35b53634794eeec7c01202c79c478b7","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"Question is, are Garena games still fun to play?","listText":"Question is, are Garena games still fun to play?","text":"Question is, are Garena games still fun to play?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/244167135109232","repostId":"2385524523","repostType":2,"repost":{"id":"2385524523","pubTimestamp":1700634600,"share":"https://www.laohu8.com/m/news/2385524523?lang=&edition=full","pubTime":"2023-11-22 14:30","market":"us","language":"en","title":"Sea: I'm Buying While The Stock Keeps Falling","url":"https://stock-news.laohu8.com/highlight/detail?id=2385524523","media":"Seeking Alpha","summary":"Sea's stock has fallen by nearly 30% due to a slowdown in its gaming division, but the company's future in e-commerce and digital payments remains promising.The company's softer gaming revenue is offs","content":"<html><head></head><body><ul style=\"\"><li><p>Sea&#39;s stock has fallen by nearly 30% due to a slowdown in its gaming division, but the company&#39;s future in e-commerce and digital payments remains promising.</p></li><li><p>The company&#39;s softer gaming revenue is offset by higher margins in the e-commerce division and cost discipline measures.</p></li><li><p>Live streaming has helped the company to drive e-commerce bookings growth and secure market share gains.</p></li><li><p>The company is also noting outsized performance in Brazil, demonstrating that Sea has a future beyond Asia.</p></li></ul><p>A fresh bull market is well underway, with investors shrugging off the threat of inflation and cheering the end of rate hikes. Growth stocks are hot again, with very few exceptions - and among them is Sea (NYSE:SE), the self-dubbed &#34;Amazon of Southeast Asia.&#34;</p><p>This one-time market darling has seen its share price crater by nearly 30% this year, owing to one thing: a slowdown in its gaming division, which has been its cash cow for years as the company was ramping its e-commerce and digital financial services segments.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/738385a6575d7dcc23ce1073a428b57e\" alt=\"Data by YCharts\" title=\"Data by YCharts\" tg-width=\"635\" tg-height=\"435\"/><span>Data by YCharts</span></p><p>I last covered Sea in July, when the stock was trading closer to $55 per share. Since then, the stock has fallen by a fresh ~30%, driven by a poorly received third-quarter earnings print. And while I&#39;m certainly not cheering the company&#39;s third-quarter results and the hole in my portfolio has been painful to bear, I&#39;m <strong>renewing my bullish call on Sea</strong> and using the dip as a buying opportunity.</p><p>The headline reason here: I&#39;ve always viewed gaming as more of a stopgap for Sea. It was important in the company&#39;s early days, yes - especially with how much cash <em>Free Fire</em>, the company&#39;s biggest hit, brought in during the pandemic when everybody was home and playing games. But Sea investors have all looked to the future for Sea&#39;s opportunity in e-commerce and digital payments when the company would become not just the Amazon of Southeast Asia, but its <a href=\"https://laohu8.com/S/PYPL\">PayPal</a> (PYPL) / Square (SQ) as well. And to me, that future is very much alive.</p><p>The other core reason I remain bullish on this name, despite the disappointing gaming results: the company&#39;s softer gaming revenue and profits are offset by higher margins in the e-commerce division, long a loss leader for the company, as well as corporate-level layoffs that have actually helped Sea <em>increase</em> its EBITDA performance during a difficult time.</p><p>Beyond the near-term drivers, here is a reminder of what I view to be the long-term bull case for Sea:</p><ul style=\"\"><li><p><strong>Sea operates in the attractive &#34;tiger economies&#34; with secular multi-year growth tailwinds.</strong> Serving the fast-growing economies of Southeast Asia (Singapore, Indonesia, Philippines, Malaysia, etc.). Outside of its home country of Singapore, Sea benefits from rapidly modernizing infrastructure and a burgeoning middle class. It&#39;s not ludicrous to compare an investment in Sea to an early bet on Alibaba (BABA) and JD.com (JD) in China.</p></li><li><p><strong>Sea operates a conglomeration of attractive, profitable businesses.</strong> The company&#39;s gaming, e-commerce, and digital payments businesses serve a wide net of customers and are now each profitable in their own right - giving the company plenty of growth catalysts to capture more share in Southeast Asia. These subsidiaries, particularly the more nascent payments business, enjoy synergies and cross-sell opportunities with each other.</p></li><li><p><strong>Cost discipline.</strong> Unlike many other hyper-growth companies when backed into a corner, Sea has shown expense discipline this year in laying off ~10% of its headcount amid its gaming division slowdown.</p></li><li><p><strong>Incredibly well capitalized.</strong> Sea has more than $8 billion of cash and investments on its balance sheet (for sizing, that is approximately a year&#39;s worth of opex for the company) to continue investing in growth and potentially acquire new platforms.</p></li></ul><p>The bottom line here: there&#39;s a lot to like about Sea in the long term, and with the stock under so much pressure this year, it&#39;s a good time to enter into this growth titan at an attractive price.</p><h2 id=\"id_1878808025\">Q3 download</h2><p>Like most do, we can start with the bad news in the gaming division first.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/321a2d95dde66d62aecc3b0c1b2292c9\" alt=\"Sea gaming results (Sea Q3 earnings deck)\" title=\"Sea gaming results (Sea Q3 earnings deck)\" tg-width=\"640\" tg-height=\"316\"/><span>Sea gaming results (Sea Q3 earnings deck)</span></p><p>Quarterly active users saw a slight sequential dip to 544.1 million users, while the quarterly paid-user ratio fell sequentially as well to 7.5%. Total bookings in the division were slightly up versus Q2, but down -33% y/y to $447.9 million. Revenue for digital entertainment, similarly, was down -34% y/y to $592.2 million. As a reminder, for Sea, bookings in the gaming division represents when players purchased in-game items or subscriptions, whereas revenue represent the usage of those purchases.</p><p>Anecdotal commentary from the company&#39;s core gaming franchises pointed to stable user engagement (at least sequentially), with some pickup from non-<em>Free Fire</em> titles. Per Chief Corporate Officer Yanjung Wang&#39;s remarks on the Q3 earnings call:</p><blockquote><p>We are happy to see that Free Fire maintains stable trends across both user and monetization metrics. Many of our initiatives around improving the user experience this year, such as reducing loading times, have shown continued success. We have also further deepened user engagement.</p><p>For example, we recently revamped Free Fire&#39;s guild system to enhance the social experience for our players. With all these efforts, we saw a higher revival of churned users and better user retention. Indeed, Free Fire was the most downloaded mobile game in the third quarter globally, according to Sensor <a href=\"https://laohu8.com/S/TWR.AU\">Tower</a>. We are also pleased to see healthy trends for our portfolio of published games. We added fresh, exciting content and enhanced the user experience for these games. New content on Arena of Valor received very positive user feedback, resulting in a new peak of quarterly active users for the game. Another of our published games, Call of Duty Mobile, achieved its highest quarterly bookings.&#34;</p></blockquote><p>It&#39;s worth reminding ourselves that <em>Free Fire</em> was completely developed in-house. Sea has the technical know-how to develop hit games - and given time, it may produce another to reduce its reliance on its original golden goose.</p><p>Results in the e-commerce division, meanwhile, were much more sanguine. Revenue grew 18% y/y, driven by a 5% y/y growth in GMV.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/72075233840e15eeb1762e1972c2758a\" alt=\"Sea e-commerce results (Sea Q3 earnings deck)\" title=\"Sea e-commerce results (Sea Q3 earnings deck)\" tg-width=\"640\" tg-height=\"332\"/><span>Sea e-commerce results (Sea Q3 earnings deck)</span></p><p>The company believes that it gained market share in the quarter, and that share growth was driven in large part by the broad rollout of Shoppee Live - where product sellers do video demonstrations of their wares. Sea management noted that viewership hours on Shoppee Live in the month of October were triple that of June and that one in every five Shoppee users in Indonesia had used the feature.</p><p>Economies of scale have tremendously helped the e-commerce business scale, and the company notes that logistics costs per order are down -17% y/y. This has helped the company reduce its adjusted EBITDA losses to -$346.5 million, which is roughly one-third less than in the year-ago Q3. This was, in turn, driven by outperformance in Brazil - which gives us additional hope that Sea can be successful outside of Asia and in other hyper-growth economies as well.</p><p>You can see as well in the chart below that Sea has made substantial cuts to general and administrative as well as R&amp;D expenses, the result of layoffs that began in the tail end of 2022 that have shaved off ~10% of its headcount:</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/1ca4c724937d910aef8674cf417609fe\" alt=\"Sea cost profile (Sea Q3 earnings deck)\" title=\"Sea cost profile (Sea Q3 earnings deck)\" tg-width=\"640\" tg-height=\"360\"/><span>Sea cost profile (Sea Q3 earnings deck)</span></p><p>The combination of lower e-commerce losses and lower corporate overhead helped the company produce a <strong>positive adjusted EBITDA of $35.3 million,</strong> versus a -$357.7 million loss in the year-ago period:</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/56d5ec4fe076879928462ffc65c70f77\" alt=\"Sea adjusted EBITDA (Sea Q3 earnings deck)\" title=\"Sea adjusted EBITDA (Sea Q3 earnings deck)\" tg-width=\"640\" tg-height=\"364\"/><span>Sea adjusted EBITDA (Sea Q3 earnings deck)</span></p><h2 id=\"id_2146270465\">Key takeaways</h2><p>In my view, I like the fact that Sea is finding ways to boost adjusted profitability even when its most profitable segment is faltering. While it&#39;s true that Sea has a lot to prove (reducing its reliance on <em>Free</em> Fire, improving e-commerce profitability in Asia, demonstrating growth in non-Asia markets), a lot of pessimism is baked into Sea&#39;s share price at sub-$40 and it&#39;s a great time to enter into this stock at a de-risked valuation.</p></body></html>","source":"seekingalpha","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Sea: I'm Buying While The Stock Keeps Falling</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nSea: I'm Buying While The Stock Keeps Falling\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-11-22 14:30 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4653364-sea-im-buying-while-the-stock-keeps-falling><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Sea's stock has fallen by nearly 30% due to a slowdown in its gaming division, but the company's future in e-commerce and digital payments remains promising.The company's softer gaming revenue is ...</p>\n\n<a href=\"https://seekingalpha.com/article/4653364-sea-im-buying-while-the-stock-keeps-falling\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"SE":"Sea Ltd"},"source_url":"https://seekingalpha.com/article/4653364-sea-im-buying-while-the-stock-keeps-falling","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"2385524523","content_text":"Sea's stock has fallen by nearly 30% due to a slowdown in its gaming division, but the company's future in e-commerce and digital payments remains promising.The company's softer gaming revenue is offset by higher margins in the e-commerce division and cost discipline measures.Live streaming has helped the company to drive e-commerce bookings growth and secure market share gains.The company is also noting outsized performance in Brazil, demonstrating that Sea has a future beyond Asia.A fresh bull market is well underway, with investors shrugging off the threat of inflation and cheering the end of rate hikes. Growth stocks are hot again, with very few exceptions - and among them is Sea (NYSE:SE), the self-dubbed \"Amazon of Southeast Asia.\"This one-time market darling has seen its share price crater by nearly 30% this year, owing to one thing: a slowdown in its gaming division, which has been its cash cow for years as the company was ramping its e-commerce and digital financial services segments.Data by YChartsI last covered Sea in July, when the stock was trading closer to $55 per share. Since then, the stock has fallen by a fresh ~30%, driven by a poorly received third-quarter earnings print. And while I'm certainly not cheering the company's third-quarter results and the hole in my portfolio has been painful to bear, I'm renewing my bullish call on Sea and using the dip as a buying opportunity.The headline reason here: I've always viewed gaming as more of a stopgap for Sea. It was important in the company's early days, yes - especially with how much cash Free Fire, the company's biggest hit, brought in during the pandemic when everybody was home and playing games. But Sea investors have all looked to the future for Sea's opportunity in e-commerce and digital payments when the company would become not just the Amazon of Southeast Asia, but its PayPal (PYPL) / Square (SQ) as well. And to me, that future is very much alive.The other core reason I remain bullish on this name, despite the disappointing gaming results: the company's softer gaming revenue and profits are offset by higher margins in the e-commerce division, long a loss leader for the company, as well as corporate-level layoffs that have actually helped Sea increase its EBITDA performance during a difficult time.Beyond the near-term drivers, here is a reminder of what I view to be the long-term bull case for Sea:Sea operates in the attractive \"tiger economies\" with secular multi-year growth tailwinds. Serving the fast-growing economies of Southeast Asia (Singapore, Indonesia, Philippines, Malaysia, etc.). Outside of its home country of Singapore, Sea benefits from rapidly modernizing infrastructure and a burgeoning middle class. It's not ludicrous to compare an investment in Sea to an early bet on Alibaba (BABA) and JD.com (JD) in China.Sea operates a conglomeration of attractive, profitable businesses. The company's gaming, e-commerce, and digital payments businesses serve a wide net of customers and are now each profitable in their own right - giving the company plenty of growth catalysts to capture more share in Southeast Asia. These subsidiaries, particularly the more nascent payments business, enjoy synergies and cross-sell opportunities with each other.Cost discipline. Unlike many other hyper-growth companies when backed into a corner, Sea has shown expense discipline this year in laying off ~10% of its headcount amid its gaming division slowdown.Incredibly well capitalized. Sea has more than $8 billion of cash and investments on its balance sheet (for sizing, that is approximately a year's worth of opex for the company) to continue investing in growth and potentially acquire new platforms.The bottom line here: there's a lot to like about Sea in the long term, and with the stock under so much pressure this year, it's a good time to enter into this growth titan at an attractive price.Q3 downloadLike most do, we can start with the bad news in the gaming division first.Sea gaming results (Sea Q3 earnings deck)Quarterly active users saw a slight sequential dip to 544.1 million users, while the quarterly paid-user ratio fell sequentially as well to 7.5%. Total bookings in the division were slightly up versus Q2, but down -33% y/y to $447.9 million. Revenue for digital entertainment, similarly, was down -34% y/y to $592.2 million. As a reminder, for Sea, bookings in the gaming division represents when players purchased in-game items or subscriptions, whereas revenue represent the usage of those purchases.Anecdotal commentary from the company's core gaming franchises pointed to stable user engagement (at least sequentially), with some pickup from non-Free Fire titles. Per Chief Corporate Officer Yanjung Wang's remarks on the Q3 earnings call:We are happy to see that Free Fire maintains stable trends across both user and monetization metrics. Many of our initiatives around improving the user experience this year, such as reducing loading times, have shown continued success. We have also further deepened user engagement.For example, we recently revamped Free Fire's guild system to enhance the social experience for our players. With all these efforts, we saw a higher revival of churned users and better user retention. Indeed, Free Fire was the most downloaded mobile game in the third quarter globally, according to Sensor Tower. We are also pleased to see healthy trends for our portfolio of published games. We added fresh, exciting content and enhanced the user experience for these games. New content on Arena of Valor received very positive user feedback, resulting in a new peak of quarterly active users for the game. Another of our published games, Call of Duty Mobile, achieved its highest quarterly bookings.\"It's worth reminding ourselves that Free Fire was completely developed in-house. Sea has the technical know-how to develop hit games - and given time, it may produce another to reduce its reliance on its original golden goose.Results in the e-commerce division, meanwhile, were much more sanguine. Revenue grew 18% y/y, driven by a 5% y/y growth in GMV.Sea e-commerce results (Sea Q3 earnings deck)The company believes that it gained market share in the quarter, and that share growth was driven in large part by the broad rollout of Shoppee Live - where product sellers do video demonstrations of their wares. Sea management noted that viewership hours on Shoppee Live in the month of October were triple that of June and that one in every five Shoppee users in Indonesia had used the feature.Economies of scale have tremendously helped the e-commerce business scale, and the company notes that logistics costs per order are down -17% y/y. This has helped the company reduce its adjusted EBITDA losses to -$346.5 million, which is roughly one-third less than in the year-ago Q3. This was, in turn, driven by outperformance in Brazil - which gives us additional hope that Sea can be successful outside of Asia and in other hyper-growth economies as well.You can see as well in the chart below that Sea has made substantial cuts to general and administrative as well as R&D expenses, the result of layoffs that began in the tail end of 2022 that have shaved off ~10% of its headcount:Sea cost profile (Sea Q3 earnings deck)The combination of lower e-commerce losses and lower corporate overhead helped the company produce a positive adjusted EBITDA of $35.3 million, versus a -$357.7 million loss in the year-ago period:Sea adjusted EBITDA (Sea Q3 earnings deck)Key takeawaysIn my view, I like the fact that Sea is finding ways to boost adjusted profitability even when its most profitable segment is faltering. While it's true that Sea has a lot to prove (reducing its reliance on Free Fire, improving e-commerce profitability in Asia, demonstrating growth in non-Asia markets), a lot of pessimism is baked into Sea's share price at sub-$40 and it's a great time to enter into this stock at a de-risked valuation.","news_type":1},"isVote":1,"tweetType":1,"viewCount":198,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3564724524158525","authorId":"3564724524158525","name":"Masterchee","avatar":"https://static.tigerbbs.com/c35b53634794eeec7c01202c79c478b7","crmLevel":4,"crmLevelSwitch":0},"content":"Can shopee remain to be the largest e-commerce in SEA in the future?","text":"Can shopee remain to be the largest e-commerce in SEA in the future?","html":"Can shopee remain to be the largest e-commerce in SEA in the future?"}],"imageCount":0,"langContent":"EN","totalScore":0},{"id":219019879448584,"gmtCreate":1694497478779,"gmtModify":1694499428177,"author":{"id":"3564724524158525","authorId":"3564724524158525","name":"Masterchee","avatar":"https://static.tigerbbs.com/c35b53634794eeec7c01202c79c478b7","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"400? Maybe in 2-3&nbsp;years time. 25? Probably never.","listText":"400? Maybe in 2-3&nbsp;years time. 25? Probably never.","text":"400? Maybe in 2-3 years time. 25? Probably never.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/219019879448584","repostId":"2366217103","repostType":2,"repost":{"id":"2366217103","weMediaInfo":{"introduction":"Stock Market Quotes, Business News, Financial News, Trading Ideas, and Stock Research by Professionals","home_visible":0,"media_name":"Benzinga","id":"1052270027","head_image":"https://static.tigerbbs.com/d08bf7808052c0ca9deb4e944cae32aa"},"pubTimestamp":1694496037,"share":"https://www.laohu8.com/m/news/2366217103?lang=&edition=full","pubTime":"2023-09-12 13:20","market":"us","language":"en","title":"Tesla Analyst With $24 Price Target Blasts Morgan Stanley's $400 Target: \"Where Is The Tech?\"","url":"https://stock-news.laohu8.com/highlight/detail?id=2366217103","media":"Benzinga","summary":"ZINGER KEY POINTSAdam Jonas's bullish Tesla view focuses on Dojo's non-auto potential; Gordon Johnson questions the analysis's impartiality.Johnson has a $24 price target on Tesla and calls Monday's r","content":"<html><head></head><body><h4 id=\"id_4242406132\" style=\"text-align: start;\">ZINGER KEY POINTS</h4><ul style=\"list-style-type: disc;\"><li><p>Adam Jonas&#39;s bullish Tesla view focuses on Dojo&#39;s non-auto potential; Gordon Johnson questions the analysis&#39;s impartiality.</p></li><li><p>Johnson has a $24 price target on Tesla and calls Monday&#39;s rally a short opportunity.</p></li></ul><p><strong>Gordon Johnson</strong>, founder and CEO at GLJ Research, called into question on Monday the optimistic analysis of <strong>Morgan Stanley&#39;s</strong> <strong>Adam Jonas</strong> on <strong>Tesla Inc</strong>.</p><p style=\"text-align: start;\">Directly countering Jonas&#39;s high-flying projections rooted in the capabilities of Tesla&#39;s supercomputer, Johnson said the investment bank’s close ties to Tesla and Musk may have something to do with the upgrade, among other things.</p><p style=\"text-align: start;\"><strong>The Morgan Stanley Analyst:</strong> Jonas on Sunday upgraded Tesla from Equal-Weight to Overweight with a $400 price target. The thesis centered around the transformative potential of Tesla&#39;s custom supercomputer, <strong>Dojo</strong>.</p><p style=\"text-align: start;\">The analyst predicted a surge in Tesla&#39;s enterprise value from Dojo — to the tune of $500 billion.</p><p style=\"text-align: start;\">Jonas&#39;s logic hinges on Dojo’s abilities beyond just the automotive realm, saying the supercomputer could find applications in diverse industries including robotics, healthcare and security.</p><p>Backing his thesis with figures, the Morgan Stanley analyst noted that just as Amazon Web Services became a cornerstone for <strong>Amazon.com, Inc.’s</strong> AMZN earnings, Tesla Network Services might contribute a sizable chunk — more than 60% by 2040 — to Tesla&#39;s EBITDA.</p><p>“Ninety-eight of their gross profit in Q2 was from selling cars,” Johnson said in a Schwab Network interview on Monday, “You and others have been saying this is a tech company for the last five years; where is the tech?”</p><p style=\"text-align: start;\"><strong>The GL Research Analyst:</strong> Johnson has a $24 price target set on the stock.</p><p style=\"text-align: start;\">Taking to X (formerly known as Twitter), he criticized the &#34;poor analysis&#34; of Jonas, noting Morgan Stanley&#39;s significant investment in Tesla and Twitter.</p><p style=\"text-align: start;\">Johnson pointed out several concerns, saying Jonas admitted in his note that his projections on Dojo&#39;s cost and performance are unverified, rendering his upgrade largely speculative.</p><p>While the supercomputer, which is going to be used for training Tesla&#39;s machine learning models to improve its Full Self-Driving (FSD), went into production last month, Johnson noted Consumer Reports and Guidehouse Insights currently rank the driver assistance technology pretty low compared to competitors.</p><p style=\"text-align: start;\">Johnson also noted Morgan Stanley’s role in Musk taking X private, as well as its sizeable position in Tesla.</p><p style=\"text-align: start;\">Part of Musk&#39;s acquisition of Twitter was backed by bank loans, including a $3.5 billion contribution from Morgan Stanley. That connection, coupled with Morgan Stanley&#39;s ownership of nearly 28 million shares of Tesla, painted a picture of intertwined interests, according to Johnson, leading one to question the impartiality of the analysis.</p><p style=\"text-align: start;\">Tesla shares traded more than 10% on Monday, which Johnson called a short opportunity.</p><p style=\"text-align: start;\"><strong>TSLA Price action:</strong> Shares of Tesla closed 10.09% higher to $273.58 on Monday, according to data from Benzinga Pro.</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 Analyst With $24 Price Target Blasts Morgan Stanley's $400 Target: \"Where Is The Tech?\"</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; 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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\">\nTesla Analyst With $24 Price Target Blasts Morgan Stanley's $400 Target: \"Where Is The Tech?\"\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/d08bf7808052c0ca9deb4e944cae32aa);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Benzinga </p>\n<p class=\"h-time\">2023-09-12 13:20</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><h4 id=\"id_4242406132\" style=\"text-align: start;\">ZINGER KEY POINTS</h4><ul style=\"list-style-type: disc;\"><li><p>Adam Jonas&#39;s bullish Tesla view focuses on Dojo&#39;s non-auto potential; Gordon Johnson questions the analysis&#39;s impartiality.</p></li><li><p>Johnson has a $24 price target on Tesla and calls Monday&#39;s rally a short opportunity.</p></li></ul><p><strong>Gordon Johnson</strong>, founder and CEO at GLJ Research, called into question on Monday the optimistic analysis of <strong>Morgan Stanley&#39;s</strong> <strong>Adam Jonas</strong> on <strong>Tesla Inc</strong>.</p><p style=\"text-align: start;\">Directly countering Jonas&#39;s high-flying projections rooted in the capabilities of Tesla&#39;s supercomputer, Johnson said the investment bank’s close ties to Tesla and Musk may have something to do with the upgrade, among other things.</p><p style=\"text-align: start;\"><strong>The Morgan Stanley Analyst:</strong> Jonas on Sunday upgraded Tesla from Equal-Weight to Overweight with a $400 price target. The thesis centered around the transformative potential of Tesla&#39;s custom supercomputer, <strong>Dojo</strong>.</p><p style=\"text-align: start;\">The analyst predicted a surge in Tesla&#39;s enterprise value from Dojo — to the tune of $500 billion.</p><p style=\"text-align: start;\">Jonas&#39;s logic hinges on Dojo’s abilities beyond just the automotive realm, saying the supercomputer could find applications in diverse industries including robotics, healthcare and security.</p><p>Backing his thesis with figures, the Morgan Stanley analyst noted that just as Amazon Web Services became a cornerstone for <strong>Amazon.com, Inc.’s</strong> AMZN earnings, Tesla Network Services might contribute a sizable chunk — more than 60% by 2040 — to Tesla&#39;s EBITDA.</p><p>“Ninety-eight of their gross profit in Q2 was from selling cars,” Johnson said in a Schwab Network interview on Monday, “You and others have been saying this is a tech company for the last five years; where is the tech?”</p><p style=\"text-align: start;\"><strong>The GL Research Analyst:</strong> Johnson has a $24 price target set on the stock.</p><p style=\"text-align: start;\">Taking to X (formerly known as Twitter), he criticized the &#34;poor analysis&#34; of Jonas, noting Morgan Stanley&#39;s significant investment in Tesla and Twitter.</p><p style=\"text-align: start;\">Johnson pointed out several concerns, saying Jonas admitted in his note that his projections on Dojo&#39;s cost and performance are unverified, rendering his upgrade largely speculative.</p><p>While the supercomputer, which is going to be used for training Tesla&#39;s machine learning models to improve its Full Self-Driving (FSD), went into production last month, Johnson noted Consumer Reports and Guidehouse Insights currently rank the driver assistance technology pretty low compared to competitors.</p><p style=\"text-align: start;\">Johnson also noted Morgan Stanley’s role in Musk taking X private, as well as its sizeable position in Tesla.</p><p style=\"text-align: start;\">Part of Musk&#39;s acquisition of Twitter was backed by bank loans, including a $3.5 billion contribution from Morgan Stanley. That connection, coupled with Morgan Stanley&#39;s ownership of nearly 28 million shares of Tesla, painted a picture of intertwined interests, according to Johnson, leading one to question the impartiality of the analysis.</p><p style=\"text-align: start;\">Tesla shares traded more than 10% on Monday, which Johnson called a short opportunity.</p><p style=\"text-align: start;\"><strong>TSLA Price action:</strong> Shares of Tesla closed 10.09% higher to $273.58 on Monday, according to data from Benzinga Pro.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4550":"红杉资本持仓","BK4588":"碎股","LU2249611893.SGD":"BNP PARIBAS ENERGY TRANSITION \"CRH\" (SGD) ACC","LU0234572021.USD":"高盛美国核心股票组合Acc","LU0128525689.USD":"TEMPLETON GLOBAL BALANCED \"A\"(USD) ACC","BK4574":"无人驾驶","LU0320765646.SGD":"FTIF - Franklin Income A MDIS SGD-H1","BK4551":"寇图资本持仓","LU2063271972.USD":"富兰克林创新领域基金","LU1363072403.SGD":"Fidelity Global Financial Services A-ACC-SGD","IE00BZ1G4Q59.USD":"LEGG MASON CLEARBRIDGE US EQUITY SUSTAINABILITY LEADER \"A\"(USD) INC (A)","TSLA":"特斯拉","BK4581":"高盛持仓","LU0823414478.USD":"法巴经典能源转换基金","IE00BWXC8680.SGD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A5\" (SGD) ACC","BK4504":"桥水持仓","LU2087621335.USD":"ALLSPRING GLOBAL FACTOR ENHANCED EQUITY \"A\" (USD) ACC","LU2326559502.SGD":"Natixis Loomis Sayles US Growth Equity P/A SGD-H","BK4099":"汽车制造商","LU1852331112.SGD":"Blackrock World Technology Fund A2 SGD-H","BK4548":"巴美列捷福持仓","LU0198837287.USD":"UBS (LUX) EQUITY SICAV - USA GROWTH \"P\" (USD) ACC","LU1861215975.USD":"贝莱德新一代科技基金 A2","LU0971096721.USD":"富达环球金融服务 A","LU0316494557.USD":"FRANKLIN GLOBAL FUNDAMENTAL STRATEGIES \"A\" ACC","LU1548497426.USD":"安联环球人工智能AT Acc","TSLL":"Direxion Daily TSLA Bull 2X Shares","LU1074936037.SGD":"JPMorgan Funds - US Value A (acc) SGD","IE00BKVL7J92.USD":"Legg Mason ClearBridge - US Equity Sustainability Leaders A Acc USD","LU1551013425.SGD":"Allianz Income and Growth Cl AMg2 DIS H2-SGD","LU1244550494.USD":"FRANKLIN GLOBAL MULTI-ASSET INCOME \"A\" (USDHEDGED) ACC","BK4592":"伊斯兰概念","BK4532":"文艺复兴科技持仓","LU0348723411.USD":"ALLIANZ GLOBAL HI-TECH GROWTH \"A\" (USD) INC","LU1720051108.HKD":"ALLIANZ GLOBAL ARTIFICIAL INTELLIGENCE \"AT\" (HKD) ACC","BK4534":"瑞士信贷持仓","LU1162221912.USD":"FRANKLIN INCOME \"A\" (USD) ACC","LU0234570918.USD":"高盛全球核心股票组合Acc Close","LU2357305700.SGD":"Allianz Global Artificial Intelligence ET H2-SGD","LU1429558221.USD":"Natixis Loomis Sayles US Growth Equity RA USD","LU1861559042.SGD":"日兴方舟颠覆性创新基金B SGD","LU0053666078.USD":"摩根大通基金-美国股票A（离岸）美元","LU0823411888.USD":"法巴消费创新基金 Cap","LU1435385759.SGD":"Natixis Loomis Sayles US Growth Equity RA SGD-H","LU0098860793.USD":"FRANKLIN INCOME \"A\" INC","BK4114":"综合货品商店","LU1989772923.USD":"CPR Invest - Climate Action A2 Acc USD-H","BK4527":"明星科技股"},"source_url":"https://news.google.com/rss/articles/CBMijgFodHRwczovL3VrLmludmVzdGluZy5jb20vbmV3cy9zdG9jay1tYXJrZXQtbmV3cy90ZXNsYS1hbmFseXN0LXdpdGgtMjQtcHJpY2UtdGFyZ2V0LWJsYXN0cy1tb3JnYW4tc3RhbmxleXMtNDAwLXRhcmdldC13aGVyZS1pcy10aGUtdGVjaC0zMTUwOTk00gGaAWh0dHBzOi8vbS51ay5pbnZlc3RpbmcuY29tL25ld3Mvc3RvY2stbWFya2V0LW5ld3MvdGVzbGEtYW5hbHlzdC13aXRoLTI0LXByaWNlLXRhcmdldC1ibGFzdHMtbW9yZ2FuLXN0YW5sZXlzLTQwMC10YXJnZXQtd2hlcmUtaXMtdGhlLXRlY2gtMzE1MDk5ND9hbXBNb2RlPTE?oc=5","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2366217103","content_text":"ZINGER KEY POINTSAdam Jonas's bullish Tesla view focuses on Dojo's non-auto potential; Gordon Johnson questions the analysis's impartiality.Johnson has a $24 price target on Tesla and calls Monday's rally a short opportunity.Gordon Johnson, founder and CEO at GLJ Research, called into question on Monday the optimistic analysis of Morgan Stanley's Adam Jonas on Tesla Inc.Directly countering Jonas's high-flying projections rooted in the capabilities of Tesla's supercomputer, Johnson said the investment bank’s close ties to Tesla and Musk may have something to do with the upgrade, among other things.The Morgan Stanley Analyst: Jonas on Sunday upgraded Tesla from Equal-Weight to Overweight with a $400 price target. The thesis centered around the transformative potential of Tesla's custom supercomputer, Dojo.The analyst predicted a surge in Tesla's enterprise value from Dojo — to the tune of $500 billion.Jonas's logic hinges on Dojo’s abilities beyond just the automotive realm, saying the supercomputer could find applications in diverse industries including robotics, healthcare and security.Backing his thesis with figures, the Morgan Stanley analyst noted that just as Amazon Web Services became a cornerstone for Amazon.com, Inc.’s AMZN earnings, Tesla Network Services might contribute a sizable chunk — more than 60% by 2040 — to Tesla's EBITDA.“Ninety-eight of their gross profit in Q2 was from selling cars,” Johnson said in a Schwab Network interview on Monday, “You and others have been saying this is a tech company for the last five years; where is the tech?”The GL Research Analyst: Johnson has a $24 price target set on the stock.Taking to X (formerly known as Twitter), he criticized the \"poor analysis\" of Jonas, noting Morgan Stanley's significant investment in Tesla and Twitter.Johnson pointed out several concerns, saying Jonas admitted in his note that his projections on Dojo's cost and performance are unverified, rendering his upgrade largely speculative.While the supercomputer, which is going to be used for training Tesla's machine learning models to improve its Full Self-Driving (FSD), went into production last month, Johnson noted Consumer Reports and Guidehouse Insights currently rank the driver assistance technology pretty low compared to competitors.Johnson also noted Morgan Stanley’s role in Musk taking X private, as well as its sizeable position in Tesla.Part of Musk's acquisition of Twitter was backed by bank loans, including a $3.5 billion contribution from Morgan Stanley. That connection, coupled with Morgan Stanley's ownership of nearly 28 million shares of Tesla, painted a picture of intertwined interests, according to Johnson, leading one to question the impartiality of the analysis.Tesla shares traded more than 10% on Monday, which Johnson called a short opportunity.TSLA Price action: Shares of Tesla closed 10.09% higher to $273.58 on Monday, according to data from Benzinga Pro.","news_type":1},"isVote":1,"tweetType":1,"viewCount":176,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":254582523945192,"gmtCreate":1703190735773,"gmtModify":1703190740716,"author":{"id":"3564724524158525","authorId":"3564724524158525","name":"Masterchee","avatar":"https://static.tigerbbs.com/c35b53634794eeec7c01202c79c478b7","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"🙏🙏🙏🙏🙏🙏🙏","listText":"🙏🙏🙏🙏🙏🙏🙏","text":"🙏🙏🙏🙏🙏🙏🙏","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/254582523945192","isVote":1,"tweetType":1,"viewCount":74,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":254583053840640,"gmtCreate":1703190719416,"gmtModify":1703190723949,"author":{"id":"3564724524158525","authorId":"3564724524158525","name":"Masterchee","avatar":"https://static.tigerbbs.com/c35b53634794eeec7c01202c79c478b7","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"Great ariticle, would you like to share it?","listText":"Great ariticle, would you like to share it?","text":"Great ariticle, would you like to share it?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/254583053840640","repostId":"248312805347464","repostType":1,"repost":{"id":248312805347464,"gmtCreate":1701660745864,"gmtModify":1703059991513,"author":{"id":"3527667667103859","authorId":"3527667667103859","name":"TigerEvents","avatar":"https://community-static.tradeup.com/news/c266ef25181ace18bec1262357bbe1a8","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"title":"🐅🌟 TIGER TYCOON CHALLENGE IS ON! 🌟🐅","htmlText":"Hey Tycoons! 🎩💼 Ready to embark on the adventure of a lifetime? Introducing the Tiger Tycoon Challenge – where fortunes are made, and USD 888 worth of prizes await the boldest players! 🏰🌈🎯 Objective: Build your empire, score big points, and unlock fabulous rewards!💰 Gold Rush: Grab those shiny gold coins every time you pass by it! Cha-ching! 💰💵🏠 Construct &amp; Conquer: Step on an empty tile to construct a building to gain points! 🏰🏆 Prizes Galore: Hit the prize tile to claim your treasure – it could be anything! 🎁✨🔄 Lucky Draw: Land on the draw tile and brace yourself! You might move forward, backward, or even unlock a secret power! 🔄🔮🚀 Airdrop Alert: Keep your eyes on the sky! Periodically, the Tiger Tycoon map will rain down special rewards like stocks, vouchers, and more. Fastest finge","listText":"Hey Tycoons! 🎩💼 Ready to embark on the adventure of a lifetime? Introducing the Tiger Tycoon Challenge – where fortunes are made, and USD 888 worth of prizes await the boldest players! 🏰🌈🎯 Objective: Build your empire, score big points, and unlock fabulous rewards!💰 Gold Rush: Grab those shiny gold coins every time you pass by it! Cha-ching! 💰💵🏠 Construct &amp; Conquer: Step on an empty tile to construct a building to gain points! 🏰🏆 Prizes Galore: Hit the prize tile to claim your treasure – it could be anything! 🎁✨🔄 Lucky Draw: Land on the draw tile and brace yourself! You might move forward, backward, or even unlock a secret power! 🔄🔮🚀 Airdrop Alert: Keep your eyes on the sky! Periodically, the Tiger Tycoon map will rain down special rewards like stocks, vouchers, and more. Fastest finge","text":"Hey Tycoons! 🎩💼 Ready to embark on the adventure of a lifetime? Introducing the Tiger Tycoon Challenge – where fortunes are made, and USD 888 worth of prizes await the boldest players! 🏰🌈🎯 Objective: Build your empire, score big points, and unlock fabulous rewards!💰 Gold Rush: Grab those shiny gold coins every time you pass by it! Cha-ching! 💰💵🏠 Construct & Conquer: Step on an empty tile to construct a building to gain points! 🏰🏆 Prizes Galore: Hit the prize tile to claim your treasure – it could be anything! 🎁✨🔄 Lucky Draw: Land on the draw tile and brace yourself! You might move forward, backward, or even unlock a secret power! 🔄🔮🚀 Airdrop Alert: Keep your eyes on the sky! Periodically, the Tiger Tycoon map will rain down special rewards like stocks, vouchers, and more. Fastest finge","images":[],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/248312805347464","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":164,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":204977210802400,"gmtCreate":1691052639832,"gmtModify":1691053599581,"author":{"id":"3564724524158525","authorId":"3564724524158525","name":"Masterchee","avatar":"https://static.tigerbbs.com/c35b53634794eeec7c01202c79c478b7","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"Can swing trade ah?","listText":"Can swing trade ah?","text":"Can swing trade ah?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/204977210802400","repostId":"2356080249","repostType":2,"repost":{"id":"2356080249","pubTimestamp":1691029085,"share":"https://www.laohu8.com/m/news/2356080249?lang=&edition=full","pubTime":"2023-08-03 10:18","market":"hk","language":"en","title":"Morgan Stanley Expects Nio Shares \"Very Likely\" to Rise Over Next 15 Days","url":"https://stock-news.laohu8.com/highlight/detail?id=2356080249","media":"CnEVPost","summary":"A solid order backlog and improving production ramp bode well for Nio's ongoing operational recovery and rising sales, Morgan Stanley said.\n...","content":"<html><head></head><body><blockquote>A solid order backlog and improving production ramp bode well for Nio&#39;s ongoing operational recovery and rising sales, Morgan Stanley said.</blockquote><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/95ab95cc41e5d2c267a1902be443a8be\" title=\"\" tg-width=\"1200\" tg-height=\"601\"/></p><p>After Nio (NYSE: NIO) reported record July deliveries Aug 1, Morgan Stanley shared their short-term trading view on the company&#39;s stock, saying it&#39;s &#34;very likely&#34; to rise over the next two weeks.</p><p>Nio&#39;s Hong Kong and Singapore-traded stock today jumped over 9 percent to HK$117.2 and 10 percent to S$15.08 respectively in morning trading.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/de21bcdcf1d80ca5997f17eb76418633\" title=\"\" tg-width=\"825\" tg-height=\"836\"/></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/057dc2a005a5b8ddf47d5caf6bb0e7d0\" tg-width=\"865\" tg-height=\"842\"/></p><p>Before you read any further, CnEVPost would like to remind you that with any analyst report, you should focus on the logic of the analysis, not the forecast itself.</p><p>Wall Street analysts share the world&#39;s top minds with their clients, and for investors, the ideas should be used to help them refine their investment theories, not to trade on price targets or forecasts.</p><p>Having said that, Morgan Stanley analyst Tim Hsiao&#39;s team said in the research note yesterday that they believe Nio shares are on track to rise in absolute terms over the next 15 days.</p><p>Nio released figures yesterday showing it delivered a record 20,462 vehicles in July, with more than 10,000 new ES6s. Hsiao&#39;s team attributes this to a stronger-than-expected month-end sales upturn.</p><p>&#34;We believe the company&#39;s solid order backlog and improving production ramp bode well for Nio&#39;s ongoing operational resurgence and ongoing sales upturn in August/September,&#34; the team said.</p><p>The team estimates the probability of the scenario to be around 70 percent to 80 percent, or &#34;very likely&#34;.</p><p>Nio&#39;s mass-market brand introduction, stronger-than-expected sales, and better-than-expected operational efficiency improvements would be upside risks to the forecast, the team noted.</p><p>And weaker-than-expected sales, lack of signs of efficiency improvement, lower-than-expected NOP/NAD option adoption, and slower auto sales growth putting pressure on overall industry valuations pose downside risks, according to the team.</p></body></html>","source":"cnevpost_highlight","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; 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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\">\nMorgan Stanley Expects Nio Shares \"Very Likely\" to Rise Over Next 15 Days\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-08-03 10:18 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://cnevpost.com/2023/08/02/morgan-stanley-expects-nio-shares-to-rise-next-15-days/><strong>CnEVPost</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>A solid order backlog and improving production ramp bode well for Nio's ongoing operational recovery and rising sales, Morgan Stanley said.After Nio (NYSE: NIO) reported record July deliveries Aug 1, ...</p>\n\n<a href=\"https://cnevpost.com/2023/08/02/morgan-stanley-expects-nio-shares-to-rise-next-15-days/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4581":"高盛持仓","BK4505":"高瓴资本持仓","BK4504":"桥水持仓","BK4099":"汽车制造商","LU0971096721.USD":"富达环球金融服务 A","BK4548":"巴美列捷福持仓","LU0052750758.USD":"富兰克林中国基金A Acc","BK4127":"投资银行业与经纪业","LU1074936037.SGD":"JPMorgan Funds - US Value A (acc) SGD","IE00BKVL7J92.USD":"Legg Mason ClearBridge - US Equity Sustainability Leaders A Acc USD","LU0320764599.SGD":"FTIF - Templeton China A Acc SGD","LU1668664300.SGD":"Blackrock World Financials A2 SGD-H","BK4532":"文艺复兴科技持仓","BK4531":"中概回港概念","BK4585":"ETF&股票定投概念","BK4534":"瑞士信贷持仓","BK4555":"新能源车","LU0098860793.USD":"FRANKLIN INCOME \"A\" INC","LU1989772840.SGD":"CPR Invest - Climate Action A2 Acc SGD-H","LU0708995583.HKD":"TEMPLETON CHINA \"A\" (HKD) ACC","BK4509":"腾讯概念","LU1989772923.USD":"CPR Invest - Climate Action A2 Acc USD-H","LU1162221912.USD":"FRANKLIN INCOME \"A\" (USD) ACC","BK4526":"热门中概股","BK4588":"碎股","LU0320765646.SGD":"FTIF - Franklin Income A MDIS SGD-H1","LU1363072403.SGD":"Fidelity Global Financial Services A-ACC-SGD","IE00BZ1G4Q59.USD":"LEGG MASON CLEARBRIDGE US EQUITY SUSTAINABILITY LEADER \"A\"(USD) INC (A)","BK4574":"无人驾驶","LU0106831901.USD":"贝莱德世界金融基金A2"},"source_url":"https://cnevpost.com/2023/08/02/morgan-stanley-expects-nio-shares-to-rise-next-15-days/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2356080249","content_text":"A solid order backlog and improving production ramp bode well for Nio's ongoing operational recovery and rising sales, Morgan Stanley said.After Nio (NYSE: NIO) reported record July deliveries Aug 1, Morgan Stanley shared their short-term trading view on the company's stock, saying it's \"very likely\" to rise over the next two weeks.Nio's Hong Kong and Singapore-traded stock today jumped over 9 percent to HK$117.2 and 10 percent to S$15.08 respectively in morning trading.Before you read any further, CnEVPost would like to remind you that with any analyst report, you should focus on the logic of the analysis, not the forecast itself.Wall Street analysts share the world's top minds with their clients, and for investors, the ideas should be used to help them refine their investment theories, not to trade on price targets or forecasts.Having said that, Morgan Stanley analyst Tim Hsiao's team said in the research note yesterday that they believe Nio shares are on track to rise in absolute terms over the next 15 days.Nio released figures yesterday showing it delivered a record 20,462 vehicles in July, with more than 10,000 new ES6s. Hsiao's team attributes this to a stronger-than-expected month-end sales upturn.\"We believe the company's solid order backlog and improving production ramp bode well for Nio's ongoing operational resurgence and ongoing sales upturn in August/September,\" the team said.The team estimates the probability of the scenario to be around 70 percent to 80 percent, or \"very likely\".Nio's mass-market brand introduction, stronger-than-expected sales, and better-than-expected operational efficiency improvements would be upside risks to the forecast, the team noted.And weaker-than-expected sales, lack of signs of efficiency improvement, lower-than-expected NOP/NAD option adoption, and slower auto sales growth putting pressure on overall industry valuations pose downside risks, according to the team.","news_type":1},"isVote":1,"tweetType":1,"viewCount":182,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}