ThomasSim personal page - To The Moon

ThomasSim

ThomasSim

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2021-08-15

PROTERRA

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2021-07-16

Great

@Srikanth:This is moving crazy

2021-07-16

Fk it

@YongKhin:$Proterra Inc.(PTRA)$9 more percent

2021-07-15

Nice nice

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2021-07-09

Nice Man

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2021-07-07

Comment like and comment like and comment

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2021-07-07

Nice nice nice, posting for tiger coins

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2021-07-07

Nice nice nice nice nice. Tiger coins nice.

AMC Entertainment Shareholders Are Making a Huge Mistake

2021-07-01

Ok

EV Stocks surged in Thursday morning trading

2021-07-01

Oh dear

Barclays says ZipRecruiter’s stock price can jump 20% amid U.S. labor supply and demand mismatch

2021-06-24

$Tiger Brokers(TIGR)$zzzz pls up

2021-06-24

$Intel(INTC)$uupupup

2021-06-24

New comment

2021-06-24

Nice

The ‘shelter in suburbia’ trade is about to reverse — and these stocks will suffer

2021-06-24

Nice

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2021-06-22

Nice

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2021-06-18

$Intel(INTC)$i thought should be factored in. Not new thing that apple wanna do their own chips

2021-06-16

$Intel(INTC)$whats holding you back intel

2021-06-15

$ArcLight Clean Transition Corp(PTRA)$rubbish sia so weak, dump this shit

2021-06-14

$DJIA(.DJI)$bearish today?

Go to Tiger App to see more news

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is moving crazy","listText":"This is moving crazy","text":"This is moving crazy","images":[{"img":"https://static.tigerbbs.com/685e8ab98579162550ec0b9203f5e640","width":"1125","height":"3291"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/170631779","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":286,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":170685583,"gmtCreate":1626426956542,"gmtModify":1703759967310,"author":{"id":"3566283048885824","authorId":"3566283048885824","name":"ThomasSim","avatar":"https://static.tigerbbs.com/5ae8ed8301f80085926169333185d321","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3566283048885824","authorIdStr":"3566283048885824"},"themes":[],"htmlText":"Fk it","listText":"Fk it","text":"Fk it","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/170685583","repostId":"147650583","repostType":1,"repost":{"id":147650583,"gmtCreate":1626357043542,"gmtModify":1703758575610,"author":{"id":"3571894533961978","authorId":"3571894533961978","name":"YongKhin","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3571894533961978","authorIdStr":"3571894533961978"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/PTRA\">$Proterra Inc.(PTRA)$</a>9 more percent&nbsp;","listText":"<a href=\"https://laohu8.com/S/PTRA\">$Proterra Inc.(PTRA)$</a>9 more percent&nbsp;","text":"$Proterra Inc.(PTRA)$9 more 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comment","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/140244522","repostId":"1156748810","repostType":4,"isVote":1,"tweetType":1,"viewCount":454,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":140242664,"gmtCreate":1625664286458,"gmtModify":1703745902312,"author":{"id":"3566283048885824","authorId":"3566283048885824","name":"ThomasSim","avatar":"https://static.tigerbbs.com/5ae8ed8301f80085926169333185d321","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3566283048885824","authorIdStr":"3566283048885824"},"themes":[],"htmlText":"Nice nice nice, posting for tiger coins","listText":"Nice nice nice, posting for tiger coins","text":"Nice nice nice, posting for tiger coins","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/140242664","repostId":"2149390140","repostType":4,"isVote":1,"tweetType":1,"viewCount":325,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":140246581,"gmtCreate":1625664236543,"gmtModify":1703745900182,"author":{"id":"3566283048885824","authorId":"3566283048885824","name":"ThomasSim","avatar":"https://static.tigerbbs.com/5ae8ed8301f80085926169333185d321","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3566283048885824","authorIdStr":"3566283048885824"},"themes":[],"htmlText":"Nice nice nice nice nice. Tiger coins nice.","listText":"Nice nice nice nice nice. Tiger coins nice.","text":"Nice nice nice nice nice. Tiger coins nice.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/140246581","repostId":"2149160390","repostType":4,"repost":{"id":"2149160390","pubTimestamp":1625664000,"share":"https://ttm.financial/m/news/2149160390?lang=&edition=fundamental","pubTime":"2021-07-07 21:20","market":"us","language":"en","title":"AMC Entertainment Shareholders Are Making a Huge Mistake","url":"https://stock-news.laohu8.com/highlight/detail?id=2149160390","media":"Motley Fool","summary":"The company shelved a proposal to sell an additional 25 million shares.","content":"<p>The most surprising stock of 2021 is probably <b>AMC Entertainment Holdings</b> (NYSE:AMC), the world's largest movie theater chain. Any objective observer would view the company as being in very dire straits; after all, AMC is saddled with billions in debt, reeling from the global pandemic, and facing a highly uncertain recovery amid the streaming revolution and compressed theatrical windows. Of course, this being the year of the meme stock and Reddit-fueled speculation, the stock is up a massive 2,350% this year.</p>\n<p>Retail investors apparently see the stock as a reopening play and a short squeeze candidate, while also also betting their online community will keep buying and holding the stock.</p>\n<p>That's a dubious proposition, however, as it's really, really difficult to see how AMC's intrinsic value is now worth anything close to its current share price.</p>\n<p>Of course, given its inflated share price, AMC does have a chance to raise money to help it through this transition period and potentially transform the company. But its shareholders are preventing management from doing what it needs to do, hurting their own cause in the process.</p>\n<h2>AMC pulls the plug on more share sales</h2>\n<p>On July 6, AMC filed a document with the SEC saying it would not seek shareholder approval to sell another 25 million shares at the upcoming July 29 annual shareholder meeting. CEO Adam Aron, who has taken great pains to cultivate an online relationship with his retail shareholder base, took to <a href=\"https://laohu8.com/S/TWTR\">Twitter</a> to say that due to the significant opposition from many shareholders to further dilution, the company would be scrapping that proposal:</p>\n<blockquote>\n It's no secret I think shareholders should authorize 25 million more AMC shares. But what YOU think is important to us. Many yes, many no. AMC does not want to proceed with such a split. So, we're cancelling the July vote on more shares. And no more such requests in 2021. 1 of 2 pic.twitter.com/yNLhBAU5y1— Adam Aron (@CEOAdam) July 6, 2021\n</blockquote>\n<p>Kudos to Aron for being responsive to his retail shareholders, who have already helped out the company tremendously by bidding up the stock and allowing the company to raise about $1.25 billion last quarter. Obviously, he needs to keep the retail message boards happy and AMC's stock high for as long as possible.</p>\n<p>However, shareholders really should have approved another 25 million shares, which would have raised a significant amount -- basically another $1.25 billion at these prices, with minimal further dilution. It's a massive unforced error.</p>\n<h2>Despite massive dilution already, AMC still could use more cash</h2>\n<p>I don't think retail investors quite understand the predicament in which AMC still finds itself -- even after all the money it's raised. Although the domestic June box office has bounced back to top $1 billion for the first time since February 2020, it's still well short of pre-pandemic levels. Only around 80% of theaters are open, and the delta variant is still wreaking havoc in Europe, where AMC also owns a significant amount of theaters.</p>\n<p>Movie theaters are a high fixed-cost business, so unless theaters are open and close to full capacity, the company will still likely be burning cash in the second quarter. Given how much it's raised and how much the company had at the end of the first quarter, AMC's cash levels are likely a little under $2 billion.</p>\n<p>You might think that's a lot, but a look further down the balance sheet shows other hazards lurking. AMC still has over $5.4 billion in debt and another $4.9 billion in lease liabilities. Furthermore, at the end of the first quarter, its current liabilities outstripped its current assets by another $500 million, likely due to some deferred rent it will now have to pay. Those current assets have since been boosted by the equity sales, but that's a lot of liabilities on the balance sheet for a company that is still likely unprofitable.</p>\n<p>Furthermore, <a href=\"https://laohu8.com/S/AONE\">one</a> of the only ways today's stock price has a chance of making sense is if AMC can purchase other bankrupt theater chains on the cheap. But that will take a lot of capital, too. According to <i>Deadline</i>, AMC may be absorbing the leases of two high-traffic California cinemas, The Grove in Los Angeles and the Americana mall in Glendale, from the previous owner.</p>\n<p>Having been to The Grove shopping center, I can attest this is a very high-traffic theater. It would be great if AMC could scoop up more leases of well-placed theaters whose owners are now bankrupt without stretching its balance sheet any further. But since shareholders have blocked more equity sales, AMC may have to leave other similar opportunities on the table.</p>\n<h2>Shareholders aren't seeing the big picture</h2>\n<p>While AMC's share count has roughly quintupled since before the pandemic, remarkably, shares are trading close to all-time highs -- in fact, much higher than before the pandemic, when the company was operating at full strength. So at roughly $50 per share and more than a $25 billion market cap, AMC should be raising all the money it can at these prices to make sure it can get through the pandemic and take advantage of any opportunities that may come up. After all, the company was only asking for another 25 million shares, which would amount to just under 5% dilution at today's share count. That's really peanuts relative to the dilution that's already occurred.</p>\n<p>But of course, some meme-stock holders may not be doing any math, or thinking about intrinsic value. Most of the commentary you read on Reddit is about solidarity in \"holding the line\" and \"sticking it to the shorts.\" That kind of coordinated buying can work for a while, but as Warren Buffett's teacher Benjamin Graham once said, \"in the short run, the stock market is a voting machine, in the long run, it's a weighing machine.\"</p>\n<p>We don't know how long this coordinated \"voting\" will go on, but it won't be forever. When the bubble bursts, I think shareholders will wish AMC had another $1.25 billion in cash on hand. It's a big unforced error on shareholders' part.</p>","source":"fool_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>AMC Entertainment Shareholders Are Making a Huge Mistake</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\">\nAMC Entertainment Shareholders Are Making a Huge Mistake\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-07-07 21:20 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2021/07/07/amc-entertainment-shareholders-are-making-a-huge-m/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>The most surprising stock of 2021 is probably AMC Entertainment Holdings (NYSE:AMC), the world's largest movie theater chain. Any objective observer would view the company as being in very dire ...</p>\n\n<a href=\"https://www.fool.com/investing/2021/07/07/amc-entertainment-shareholders-are-making-a-huge-m/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AMC":"AMC院线"},"source_url":"https://www.fool.com/investing/2021/07/07/amc-entertainment-shareholders-are-making-a-huge-m/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2149160390","content_text":"The most surprising stock of 2021 is probably AMC Entertainment Holdings (NYSE:AMC), the world's largest movie theater chain. Any objective observer would view the company as being in very dire straits; after all, AMC is saddled with billions in debt, reeling from the global pandemic, and facing a highly uncertain recovery amid the streaming revolution and compressed theatrical windows. Of course, this being the year of the meme stock and Reddit-fueled speculation, the stock is up a massive 2,350% this year.\nRetail investors apparently see the stock as a reopening play and a short squeeze candidate, while also also betting their online community will keep buying and holding the stock.\nThat's a dubious proposition, however, as it's really, really difficult to see how AMC's intrinsic value is now worth anything close to its current share price.\nOf course, given its inflated share price, AMC does have a chance to raise money to help it through this transition period and potentially transform the company. But its shareholders are preventing management from doing what it needs to do, hurting their own cause in the process.\nAMC pulls the plug on more share sales\nOn July 6, AMC filed a document with the SEC saying it would not seek shareholder approval to sell another 25 million shares at the upcoming July 29 annual shareholder meeting. CEO Adam Aron, who has taken great pains to cultivate an online relationship with his retail shareholder base, took to Twitter to say that due to the significant opposition from many shareholders to further dilution, the company would be scrapping that proposal:\n\n It's no secret I think shareholders should authorize 25 million more AMC shares. But what YOU think is important to us. Many yes, many no. AMC does not want to proceed with such a split. So, we're cancelling the July vote on more shares. And no more such requests in 2021. 1 of 2 pic.twitter.com/yNLhBAU5y1— Adam Aron (@CEOAdam) July 6, 2021\n\nKudos to Aron for being responsive to his retail shareholders, who have already helped out the company tremendously by bidding up the stock and allowing the company to raise about $1.25 billion last quarter. Obviously, he needs to keep the retail message boards happy and AMC's stock high for as long as possible.\nHowever, shareholders really should have approved another 25 million shares, which would have raised a significant amount -- basically another $1.25 billion at these prices, with minimal further dilution. It's a massive unforced error.\nDespite massive dilution already, AMC still could use more cash\nI don't think retail investors quite understand the predicament in which AMC still finds itself -- even after all the money it's raised. Although the domestic June box office has bounced back to top $1 billion for the first time since February 2020, it's still well short of pre-pandemic levels. Only around 80% of theaters are open, and the delta variant is still wreaking havoc in Europe, where AMC also owns a significant amount of theaters.\nMovie theaters are a high fixed-cost business, so unless theaters are open and close to full capacity, the company will still likely be burning cash in the second quarter. Given how much it's raised and how much the company had at the end of the first quarter, AMC's cash levels are likely a little under $2 billion.\nYou might think that's a lot, but a look further down the balance sheet shows other hazards lurking. AMC still has over $5.4 billion in debt and another $4.9 billion in lease liabilities. Furthermore, at the end of the first quarter, its current liabilities outstripped its current assets by another $500 million, likely due to some deferred rent it will now have to pay. Those current assets have since been boosted by the equity sales, but that's a lot of liabilities on the balance sheet for a company that is still likely unprofitable.\nFurthermore, one of the only ways today's stock price has a chance of making sense is if AMC can purchase other bankrupt theater chains on the cheap. But that will take a lot of capital, too. According to Deadline, AMC may be absorbing the leases of two high-traffic California cinemas, The Grove in Los Angeles and the Americana mall in Glendale, from the previous owner.\nHaving been to The Grove shopping center, I can attest this is a very high-traffic theater. It would be great if AMC could scoop up more leases of well-placed theaters whose owners are now bankrupt without stretching its balance sheet any further. But since shareholders have blocked more equity sales, AMC may have to leave other similar opportunities on the table.\nShareholders aren't seeing the big picture\nWhile AMC's share count has roughly quintupled since before the pandemic, remarkably, shares are trading close to all-time highs -- in fact, much higher than before the pandemic, when the company was operating at full strength. So at roughly $50 per share and more than a $25 billion market cap, AMC should be raising all the money it can at these prices to make sure it can get through the pandemic and take advantage of any opportunities that may come up. After all, the company was only asking for another 25 million shares, which would amount to just under 5% dilution at today's share count. That's really peanuts relative to the dilution that's already occurred.\nBut of course, some meme-stock holders may not be doing any math, or thinking about intrinsic value. Most of the commentary you read on Reddit is about solidarity in \"holding the line\" and \"sticking it to the shorts.\" That kind of coordinated buying can work for a while, but as Warren Buffett's teacher Benjamin Graham once said, \"in the short run, the stock market is a voting machine, in the long run, it's a weighing machine.\"\nWe don't know how long this coordinated \"voting\" will go on, but it won't be forever. When the bubble bursts, I think shareholders will wish AMC had another $1.25 billion in cash on hand. It's a big unforced error on shareholders' part.","news_type":1},"isVote":1,"tweetType":1,"viewCount":259,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":158619431,"gmtCreate":1625147438623,"gmtModify":1703737136178,"author":{"id":"3566283048885824","authorId":"3566283048885824","name":"ThomasSim","avatar":"https://static.tigerbbs.com/5ae8ed8301f80085926169333185d321","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3566283048885824","authorIdStr":"3566283048885824"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/158619431","repostId":"1175411154","repostType":4,"repost":{"id":"1175411154","weMediaInfo":{"introduction":"Providing stock market headlines, business news, financials and earnings ","home_visible":1,"media_name":"Tiger Newspress","id":"1079075236","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1625146583,"share":"https://ttm.financial/m/news/1175411154?lang=&edition=fundamental","pubTime":"2021-07-01 21:36","market":"us","language":"en","title":"EV Stocks surged in Thursday morning trading","url":"https://stock-news.laohu8.com/highlight/detail?id=1175411154","media":"Tiger Newspress","summary":"EV Stocks surged in Thursday morning trading on Due to vehicle delivery.Tesla,Nio,Xpeng Motors and L","content":"<p>EV Stocks surged in Thursday morning trading&nbsp;on Due to vehicle delivery.Tesla,Nio,Xpeng Motors and Li Auto&nbsp;climbed between 1% and 6%.</p>\n<p><img src=\"https://static.tigerbbs.com/a850dc2f94b465cace256883ee0685a8\" tg-width=\"371\" tg-height=\"309\" referrerpolicy=\"no-referrer\"></p>\n<p>NIO delivered 8,083 vehicles in June 2021, increasing by 116.1% year-over-year;</p>\n<p>Xpeng&nbsp;delivered&nbsp;6,565 vehicles in June 2021, a record month with a 617% increase year-over-year;</p>\n<p>Wall Street expects&nbsp;Tesla Inc. to report deliveries of roughly 200,000 vehicles in the latest quarter, which would be a milestone for the electric-car makerled by Chief Executive Officer Elon Musk.</p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>EV Stocks surged in Thursday morning trading</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nEV Stocks surged in Thursday morning trading\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time\">2021-07-01 21:36</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>EV Stocks surged in Thursday morning trading&nbsp;on Due to vehicle delivery.Tesla,Nio,Xpeng Motors and Li Auto&nbsp;climbed between 1% and 6%.</p>\n<p><img src=\"https://static.tigerbbs.com/a850dc2f94b465cace256883ee0685a8\" tg-width=\"371\" tg-height=\"309\" referrerpolicy=\"no-referrer\"></p>\n<p>NIO delivered 8,083 vehicles in June 2021, increasing by 116.1% year-over-year;</p>\n<p>Xpeng&nbsp;delivered&nbsp;6,565 vehicles in June 2021, a record month with a 617% increase year-over-year;</p>\n<p>Wall Street expects&nbsp;Tesla Inc. to report deliveries of roughly 200,000 vehicles in the latest quarter, which would be a milestone for the electric-car makerled by Chief Executive Officer Elon Musk.</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NIO":"蔚来","TSLA":"特斯拉","LI":"理想汽车","XPEV":"小鹏汽车"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1175411154","content_text":"EV Stocks surged in Thursday morning trading on Due to vehicle delivery.Tesla,Nio,Xpeng Motors and Li Auto climbed between 1% and 6%.\n\nNIO delivered 8,083 vehicles in June 2021, increasing by 116.1% year-over-year;\nXpeng delivered 6,565 vehicles in June 2021, a record month with a 617% increase year-over-year;\nWall Street expects Tesla Inc. to report deliveries of roughly 200,000 vehicles in the latest quarter, which would be a milestone for the electric-car makerled by Chief Executive Officer Elon Musk.","news_type":1},"isVote":1,"tweetType":1,"viewCount":196,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":158610714,"gmtCreate":1625147415938,"gmtModify":1703737135204,"author":{"id":"3566283048885824","authorId":"3566283048885824","name":"ThomasSim","avatar":"https://static.tigerbbs.com/5ae8ed8301f80085926169333185d321","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3566283048885824","authorIdStr":"3566283048885824"},"themes":[],"htmlText":"Oh dear","listText":"Oh dear","text":"Oh dear","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/158610714","repostId":"1106960651","repostType":4,"repost":{"id":"1106960651","pubTimestamp":1625147164,"share":"https://ttm.financial/m/news/1106960651?lang=&edition=fundamental","pubTime":"2021-07-01 21:46","market":"us","language":"en","title":"Barclays says ZipRecruiter’s stock price can jump 20% amid U.S. labor supply and demand mismatch","url":"https://stock-news.laohu8.com/highlight/detail?id=1106960651","media":"CNBC","summary":"Barclays initiated coverage of ZipRecruiter on Thursday, saying the online recruiting platform is we","content":"<div>\n<p>Barclays initiated coverage of ZipRecruiter on Thursday, saying the online recruiting platform is well-positioned to gain as U.S. employers face challenges filling job openings.\n“ZIP is differentiated...</p>\n\n<a href=\"https://www.cnbc.com/2021/07/01/barclays-says-ziprecruiter-stock-price-can-jump-20percent.html\">Web Link</a>\n\n</div>\n","source":"cnbc_highlight","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Barclays says ZipRecruiter’s stock price can jump 20% amid U.S. labor supply and demand mismatch</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\">\nBarclays says ZipRecruiter’s stock price can jump 20% amid U.S. labor supply and demand mismatch\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-07-01 21:46 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.cnbc.com/2021/07/01/barclays-says-ziprecruiter-stock-price-can-jump-20percent.html><strong>CNBC</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Barclays initiated coverage of ZipRecruiter on Thursday, saying the online recruiting platform is well-positioned to gain as U.S. employers face challenges filling job openings.\n“ZIP is differentiated...</p>\n\n<a href=\"https://www.cnbc.com/2021/07/01/barclays-says-ziprecruiter-stock-price-can-jump-20percent.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"ZIP":"ZipRecruiter Inc."},"source_url":"https://www.cnbc.com/2021/07/01/barclays-says-ziprecruiter-stock-price-can-jump-20percent.html","is_english":true,"share_image_url":"https://static.laohu8.com/72bb72e1b84c09fca865c6dcb1bbcd16","article_id":"1106960651","content_text":"Barclays initiated coverage of ZipRecruiter on Thursday, saying the online recruiting platform is well-positioned to gain as U.S. employers face challenges filling job openings.\n“ZIP is differentiated from online peers (as well as traditional internal⁄third-party recruiting services) by its AI-based matching, resulting in faster⁄better quality candidate recommendations and faster time-to-hire, alleviating key pain points for employer-customers,” Barclays’ Trevor Young said in a note released Thursday.\nThe firm gave ZipRecruiter an overweight rating and set its 12-month price target at $30, implying upside of 20%.\nBarclays’ call comes as the labor market remains in focus, with U.S. employers citing worker shortages and difficulty replacing lost jobs from the pandemic.\nAs job openings outpace job seeker demand, Barclays says the current employment trend “sets up favorable dynamics” for ZipRecruiter.\n“We believe more and more employers will explore additional resources, such as ZipRecruiter, to try to source candidates that are willing and able to work,” Young said.\nBarclays lauded ZipRecruiter’s strong technological capabilities and brand awareness among employers as differentiators from peer job marketplaces.\nWith work-from-home continuing, the firm said greater geographic mobility should keep demand for online recruiting tools high in the near future.\nZipRecruiter debuted on the New York Stock Exchange in May. The stock price closed at $24.98 on Wednesday and gained 8.4% in June.","news_type":1},"isVote":1,"tweetType":1,"viewCount":149,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":126951939,"gmtCreate":1624542881321,"gmtModify":1703839867389,"author":{"id":"3566283048885824","authorId":"3566283048885824","name":"ThomasSim","avatar":"https://static.tigerbbs.com/5ae8ed8301f80085926169333185d321","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3566283048885824","authorIdStr":"3566283048885824"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/TIGR\">$Tiger Brokers(TIGR)$</a>zzzz pls up","listText":"<a href=\"https://laohu8.com/S/TIGR\">$Tiger Brokers(TIGR)$</a>zzzz pls up","text":"$Tiger Brokers(TIGR)$zzzz pls up","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/126951939","isVote":1,"tweetType":1,"viewCount":85,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":128748969,"gmtCreate":1624534136951,"gmtModify":1703839602474,"author":{"id":"3566283048885824","authorId":"3566283048885824","name":"ThomasSim","avatar":"https://static.tigerbbs.com/5ae8ed8301f80085926169333185d321","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3566283048885824","authorIdStr":"3566283048885824"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/INTC\">$Intel(INTC)$</a>uupupup","listText":"<a href=\"https://laohu8.com/S/INTC\">$Intel(INTC)$</a>uupupup","text":"$Intel(INTC)$uupupup","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/128748969","isVote":1,"tweetType":1,"viewCount":206,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":128741450,"gmtCreate":1624534114270,"gmtModify":1703839600818,"author":{"id":"3566283048885824","authorId":"3566283048885824","name":"ThomasSim","avatar":"https://static.tigerbbs.com/5ae8ed8301f80085926169333185d321","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3566283048885824","authorIdStr":"3566283048885824"},"themes":[],"htmlText":"New comment","listText":"New comment","text":"New comment","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/128741450","isVote":1,"tweetType":1,"viewCount":190,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":128743796,"gmtCreate":1624534065915,"gmtModify":1703839599516,"author":{"id":"3566283048885824","authorId":"3566283048885824","name":"ThomasSim","avatar":"https://static.tigerbbs.com/5ae8ed8301f80085926169333185d321","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3566283048885824","authorIdStr":"3566283048885824"},"themes":[],"htmlText":"Nice","listText":"Nice","text":"Nice","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/128743796","repostId":"1187819280","repostType":4,"repost":{"id":"1187819280","pubTimestamp":1624529642,"share":"https://ttm.financial/m/news/1187819280?lang=&edition=fundamental","pubTime":"2021-06-24 18:14","market":"us","language":"en","title":"The ‘shelter in suburbia’ trade is about to reverse — and these stocks will suffer","url":"https://stock-news.laohu8.com/highlight/detail?id=1187819280","media":"MarketWatch","summary":"5 reasons the pandemic megatrend is over.\n\nOne of the biggest investment stories of the COVID-19 pan","content":"<blockquote>\n <b>5 reasons the pandemic megatrend is over.</b>\n</blockquote>\n<p>One of the biggest investment stories of the COVID-19 pandemic has been the boom in consumer discretionary stocks with a “shelter in suburbia” theme. From e-commerce platforms to home improvement stores to furniture and housewares merchants, many of the top performers have fit this flavor.</p>\n<p>Take the broad-based Vanguard Consumer Discretionary Index Fund ETF VCR, +0.66% that surged more than 90% from March 2020 to March 2021. That was thanks to components like home improvement stocks Lowe’s LOW, -0.30% and Home Depot HD, -0.33% alongside retailers like TJX TJX, -0.08%.</p>\n<p>Lately, however, performance has started to lag for many of these names. In fact, since April 1 we’ve seen these three stocks all drift slightly into the red even as the S&amp;P 500 SPX, -0.11% has tacked on about 6% in the same period.</p>\n<p>And some fear that may only be the beginning. As one Wall Street insider said recently in a Bloomberg interview, a “huge unwind” is coming for stay-at-home stocks, including hardware stores and home-goods merchants.</p>\n<p>While some big-name “suburbia” trades are still relatively stable, signs of trouble are already emerging at the fringes. Century Communities CCS, -0.34% and Dream Finders Homes DFH, -2.55%, two mid-tier single family homebuilders, have seen shares crash by double digits over the last month. On the furnishings side, appliance giant Whirlpool Corporation WHR, -0.51% and department store Nordstrom JWN, +2.03% are down sharply from their spring highs.</p>\n<p><b>Here are five big reasons why:</b></p>\n<p><b>1.</b>&nbsp;<b>The upgrade cycle is over</b></p>\n<p>Last summer, white-collar workers who were stuck at home made note of overdue projects and took advantage of being able to easily meet with contractors. But in many ways, this growth is not sustainable.</p>\n<p>Consider the kind of purchases homeowners were making according to data from the NPD Group. Faucets, kitchen cabinets and even toilets were among the most popular products sold in 2020. Needless to say, even the most profligate homeowners aren’t going to follow this upgrade cycle of remodeling kitchens and bathrooms on an annual basis.</p>\n<p>The same is true for furniture and other home goods. Internet giant Comscore recorded the highest visitation to related websites in history in May 2020 with 133 million web surfers shopping for some kind of home goods. Once again, a new couch or lamp is not an annual purchase — so this trend seems unsustainable for much longer.</p>\n<p><b>2.&nbsp;Valuations are stretched</b></p>\n<p>Speaking of post-pandemic peaks for home-goods purveyors, we’ve seen the financials bear out these big increases via boosted profits and sales. However, we’ve also seen the stock of many related merchants surge even more — stretching their valuations from historical norms.</p>\n<p>Take TJX. Currently this discount retailer has a forward price-to-earnings ratio of more than 26, compared with a forward P/E of just 21 in spring 2020. Its trailing price-to-sales ratio is now 2.1 compared with 1.4.</p>\n<p>What’s more, valuations for previous darlings like TJX are out of line with peers, too. Consider the forward P/E of the overall S&amp;P 500 index is 22 right now, and other similar names like Macy’s M, +0.70% and Big Lots BIG, -3.71% actually have forward P/E ratios well under 10. You can argue TJX is unique, of course… but you also may want to be aware of what “fair value” looks like for many other stocks outside fashionable stay-at-home trades right now.</p>\n<p><b>3.&nbsp;Delays and shortages</b></p>\n<p>Future growth from pandemic-fueled peaks in these stocks is not impossible, of course. But given supply chain disruptions it seems highly unlikely. There are a host of reasons for these delays, including overseas shipping delays as well as capacity and output crunches that are affecting many industries, but “stay at home” stocks seem particularly hard hit.</p>\n<p>Home improvement products are simply nowhere to be found, with roughly 94% of builders reporting “at least some serious shortages of appliances” according to the National Association of Home Builders. Another 93% are running short on framing lumber and 87% say it is hard to obtain windows and doors.</p>\n<p>Even if you can get past demand concerns, without the raw materials to get to work it’s very hard to see future growth in this category.</p>\n<p><b>4.&nbsp;Inflationary pressures</b></p>\n<p>For the people who haven’t already ponied up the cash for a contractor or made their peace with extended delays for their expensive new furniture, there is a pretty big disincentive right now for new shoppers: inflation.</p>\n<p>The cost of living as measured by the Consumer Price Index jumped 0.6% in May to run at a 5% annual rate. That was not only higher than expectations, but the fastest pace since the summer of 2008. The inflation risks were so pronounced that the Federal Reserve publicly stated it could move up the schedule for expected interest rate increases to keep the risks under wraps.</p>\n<p>Inflation isn’t always a death knell, of course. But it has historically eroded purchasing power and could curtail some of the spending in “stay at home” stocks that we’ve seen in the last year or so.</p>\n<p><b>5.&nbsp;Home-equity hubris</b></p>\n<p>Speaking of red-hot inflation: In May, the median price for U.S. homes topped $350,000 for the first time ever — up 23.6% from 2020. What’s more, a Realtor.com survey showed roughly a third of selling homeowners expect to get more than their asking price, and roughly the same amount expect an offer within a week of listing.</p>\n<p>Some of this is justifiable. Many articles have been written in recent years about the dearth of supply in attractive markets, and it’s important to acknowledge the remote work of the pandemic has indeed created some disruptive introspection into why people live where they do.</p>\n<p>But here’s where things get dicey: homeowners who have already spent the expected premium on their home’s price well in advance. According to Freddie Mac, about $152.7 billion in equity loans were taken out on U.S. houses last year, a massive increase of 41.7% from 2019 and the highest refinancing cash-out dollar amount since 2007.</p>\n<p>Anyone remember what happened to the real-estate market in 2007? Or the similar sense of seller entitlement from those days? There’s no clear signs of a bubble bursting just yet, but there’s real risk American homeowners may be overly optimistic about what their homes are worth — and a chance this home equity loan free-for-all simply isn’t sustainable for much longer.</p>","source":"lsy1603348471595","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>The ‘shelter in suburbia’ trade is about to reverse — and these stocks will suffer</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\">\nThe ‘shelter in suburbia’ trade is about to reverse — and these stocks will suffer\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-06-24 18:14 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.marketwatch.com/story/the-shelter-in-suburbia-trade-is-about-to-reverse-and-these-stocks-will-suffer-11624457411?siteid=yhoof2><strong>MarketWatch</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>5 reasons the pandemic megatrend is over.\n\nOne of the biggest investment stories of the COVID-19 pandemic has been the boom in consumer discretionary stocks with a “shelter in suburbia” theme. From e-...</p>\n\n<a href=\"https://www.marketwatch.com/story/the-shelter-in-suburbia-trade-is-about-to-reverse-and-these-stocks-will-suffer-11624457411?siteid=yhoof2\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".DJI":"道琼斯",".SPX":"S&P 500 Index",".IXIC":"NASDAQ Composite","SPY":"标普500ETF"},"source_url":"https://www.marketwatch.com/story/the-shelter-in-suburbia-trade-is-about-to-reverse-and-these-stocks-will-suffer-11624457411?siteid=yhoof2","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1187819280","content_text":"5 reasons the pandemic megatrend is over.\n\nOne of the biggest investment stories of the COVID-19 pandemic has been the boom in consumer discretionary stocks with a “shelter in suburbia” theme. From e-commerce platforms to home improvement stores to furniture and housewares merchants, many of the top performers have fit this flavor.\nTake the broad-based Vanguard Consumer Discretionary Index Fund ETF VCR, +0.66% that surged more than 90% from March 2020 to March 2021. That was thanks to components like home improvement stocks Lowe’s LOW, -0.30% and Home Depot HD, -0.33% alongside retailers like TJX TJX, -0.08%.\nLately, however, performance has started to lag for many of these names. In fact, since April 1 we’ve seen these three stocks all drift slightly into the red even as the S&P 500 SPX, -0.11% has tacked on about 6% in the same period.\nAnd some fear that may only be the beginning. As one Wall Street insider said recently in a Bloomberg interview, a “huge unwind” is coming for stay-at-home stocks, including hardware stores and home-goods merchants.\nWhile some big-name “suburbia” trades are still relatively stable, signs of trouble are already emerging at the fringes. Century Communities CCS, -0.34% and Dream Finders Homes DFH, -2.55%, two mid-tier single family homebuilders, have seen shares crash by double digits over the last month. On the furnishings side, appliance giant Whirlpool Corporation WHR, -0.51% and department store Nordstrom JWN, +2.03% are down sharply from their spring highs.\nHere are five big reasons why:\n1. The upgrade cycle is over\nLast summer, white-collar workers who were stuck at home made note of overdue projects and took advantage of being able to easily meet with contractors. But in many ways, this growth is not sustainable.\nConsider the kind of purchases homeowners were making according to data from the NPD Group. Faucets, kitchen cabinets and even toilets were among the most popular products sold in 2020. Needless to say, even the most profligate homeowners aren’t going to follow this upgrade cycle of remodeling kitchens and bathrooms on an annual basis.\nThe same is true for furniture and other home goods. Internet giant Comscore recorded the highest visitation to related websites in history in May 2020 with 133 million web surfers shopping for some kind of home goods. Once again, a new couch or lamp is not an annual purchase — so this trend seems unsustainable for much longer.\n2. Valuations are stretched\nSpeaking of post-pandemic peaks for home-goods purveyors, we’ve seen the financials bear out these big increases via boosted profits and sales. However, we’ve also seen the stock of many related merchants surge even more — stretching their valuations from historical norms.\nTake TJX. Currently this discount retailer has a forward price-to-earnings ratio of more than 26, compared with a forward P/E of just 21 in spring 2020. Its trailing price-to-sales ratio is now 2.1 compared with 1.4.\nWhat’s more, valuations for previous darlings like TJX are out of line with peers, too. Consider the forward P/E of the overall S&P 500 index is 22 right now, and other similar names like Macy’s M, +0.70% and Big Lots BIG, -3.71% actually have forward P/E ratios well under 10. You can argue TJX is unique, of course… but you also may want to be aware of what “fair value” looks like for many other stocks outside fashionable stay-at-home trades right now.\n3. Delays and shortages\nFuture growth from pandemic-fueled peaks in these stocks is not impossible, of course. But given supply chain disruptions it seems highly unlikely. There are a host of reasons for these delays, including overseas shipping delays as well as capacity and output crunches that are affecting many industries, but “stay at home” stocks seem particularly hard hit.\nHome improvement products are simply nowhere to be found, with roughly 94% of builders reporting “at least some serious shortages of appliances” according to the National Association of Home Builders. Another 93% are running short on framing lumber and 87% say it is hard to obtain windows and doors.\nEven if you can get past demand concerns, without the raw materials to get to work it’s very hard to see future growth in this category.\n4. Inflationary pressures\nFor the people who haven’t already ponied up the cash for a contractor or made their peace with extended delays for their expensive new furniture, there is a pretty big disincentive right now for new shoppers: inflation.\nThe cost of living as measured by the Consumer Price Index jumped 0.6% in May to run at a 5% annual rate. That was not only higher than expectations, but the fastest pace since the summer of 2008. The inflation risks were so pronounced that the Federal Reserve publicly stated it could move up the schedule for expected interest rate increases to keep the risks under wraps.\nInflation isn’t always a death knell, of course. But it has historically eroded purchasing power and could curtail some of the spending in “stay at home” stocks that we’ve seen in the last year or so.\n5. Home-equity hubris\nSpeaking of red-hot inflation: In May, the median price for U.S. homes topped $350,000 for the first time ever — up 23.6% from 2020. What’s more, a Realtor.com survey showed roughly a third of selling homeowners expect to get more than their asking price, and roughly the same amount expect an offer within a week of listing.\nSome of this is justifiable. Many articles have been written in recent years about the dearth of supply in attractive markets, and it’s important to acknowledge the remote work of the pandemic has indeed created some disruptive introspection into why people live where they do.\nBut here’s where things get dicey: homeowners who have already spent the expected premium on their home’s price well in advance. According to Freddie Mac, about $152.7 billion in equity loans were taken out on U.S. houses last year, a massive increase of 41.7% from 2019 and the highest refinancing cash-out dollar amount since 2007.\nAnyone remember what happened to the real-estate market in 2007? Or the similar sense of seller entitlement from those days? There’s no clear signs of a bubble bursting just yet, but there’s real risk American homeowners may be overly optimistic about what their homes are worth — and a chance this home equity loan free-for-all simply isn’t sustainable for much longer.","news_type":1},"isVote":1,"tweetType":1,"viewCount":153,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":128743032,"gmtCreate":1624534004826,"gmtModify":1703839598699,"author":{"id":"3566283048885824","authorId":"3566283048885824","name":"ThomasSim","avatar":"https://static.tigerbbs.com/5ae8ed8301f80085926169333185d321","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3566283048885824","authorIdStr":"3566283048885824"},"themes":[],"htmlText":"Nice","listText":"Nice","text":"Nice","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/128743032","repostId":"1184881454","repostType":4,"isVote":1,"tweetType":1,"viewCount":141,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":120865520,"gmtCreate":1624319216660,"gmtModify":1703833198060,"author":{"id":"3566283048885824","authorId":"3566283048885824","name":"ThomasSim","avatar":"https://static.tigerbbs.com/5ae8ed8301f80085926169333185d321","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3566283048885824","authorIdStr":"3566283048885824"},"themes":[],"htmlText":"Nice","listText":"Nice","text":"Nice","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/120865520","repostId":"2145031705","repostType":4,"isVote":1,"tweetType":1,"viewCount":160,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":162089031,"gmtCreate":1624027515923,"gmtModify":1703827073672,"author":{"id":"3566283048885824","authorId":"3566283048885824","name":"ThomasSim","avatar":"https://static.tigerbbs.com/5ae8ed8301f80085926169333185d321","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3566283048885824","authorIdStr":"3566283048885824"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/INTC\">$Intel(INTC)$</a>i thought should be factored in. Not new thing that apple wanna do their own chips","listText":"<a href=\"https://laohu8.com/S/INTC\">$Intel(INTC)$</a>i thought should be factored in. Not new thing that apple wanna do their own chips","text":"$Intel(INTC)$i thought should be factored in. Not new thing that apple wanna do their own chips","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/162089031","isVote":1,"tweetType":1,"viewCount":320,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":169725391,"gmtCreate":1623851621113,"gmtModify":1703821407154,"author":{"id":"3566283048885824","authorId":"3566283048885824","name":"ThomasSim","avatar":"https://static.tigerbbs.com/5ae8ed8301f80085926169333185d321","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3566283048885824","authorIdStr":"3566283048885824"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/INTC\">$Intel(INTC)$</a>whats holding you back intel","listText":"<a href=\"https://laohu8.com/S/INTC\">$Intel(INTC)$</a>whats holding you back intel","text":"$Intel(INTC)$whats holding you back intel","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/169725391","isVote":1,"tweetType":1,"viewCount":147,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":160308161,"gmtCreate":1623771182053,"gmtModify":1703818983711,"author":{"id":"3566283048885824","authorId":"3566283048885824","name":"ThomasSim","avatar":"https://static.tigerbbs.com/5ae8ed8301f80085926169333185d321","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3566283048885824","authorIdStr":"3566283048885824"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/PTRA\">$ArcLight Clean Transition Corp(PTRA)$</a>rubbish sia so weak, dump this shit","listText":"<a href=\"https://laohu8.com/S/PTRA\">$ArcLight Clean Transition Corp(PTRA)$</a>rubbish sia so weak, dump this shit","text":"$ArcLight Clean Transition Corp(PTRA)$rubbish sia so weak, dump this shit","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/160308161","isVote":1,"tweetType":1,"viewCount":262,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":184944891,"gmtCreate":1623682293713,"gmtModify":1704208637247,"author":{"id":"3566283048885824","authorId":"3566283048885824","name":"ThomasSim","avatar":"https://static.tigerbbs.com/5ae8ed8301f80085926169333185d321","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3566283048885824","authorIdStr":"3566283048885824"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/.DJI\">$DJIA(.DJI)$</a>bearish today?","listText":"<a href=\"https://laohu8.com/S/.DJI\">$DJIA(.DJI)$</a>bearish today?","text":"$DJIA(.DJI)$bearish today?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/184944891","isVote":1,"tweetType":1,"viewCount":275,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"hots":[{"id":188073338,"gmtCreate":1623418319924,"gmtModify":1704203080395,"author":{"id":"3566283048885824","authorId":"3566283048885824","name":"ThomasSim","avatar":"https://static.tigerbbs.com/5ae8ed8301f80085926169333185d321","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3566283048885824","idStr":"3566283048885824"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/ACTC\">$ArcLight Clean Transition Corp(ACTC)$</a>today vote for merger, fly","listText":"<a href=\"https://laohu8.com/S/ACTC\">$ArcLight Clean Transition Corp(ACTC)$</a>today vote for merger, fly","text":"$ArcLight Clean Transition Corp(ACTC)$today vote for merger, fly","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":4,"repostSize":0,"link":"https://ttm.financial/post/188073338","isVote":1,"tweetType":1,"viewCount":579,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3581752539905418","authorId":"3581752539905418","name":"SherylSim","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"authorIdStr":"3581752539905418","idStr":"3581752539905418"},"content":"when is the merger?","text":"when is the merger?","html":"when is the merger?"}],"imageCount":0,"langContent":"EN","totalScore":0},{"id":128743032,"gmtCreate":1624534004826,"gmtModify":1703839598699,"author":{"id":"3566283048885824","authorId":"3566283048885824","name":"ThomasSim","avatar":"https://static.tigerbbs.com/5ae8ed8301f80085926169333185d321","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3566283048885824","idStr":"3566283048885824"},"themes":[],"htmlText":"Nice","listText":"Nice","text":"Nice","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/128743032","repostId":"1184881454","repostType":4,"isVote":1,"tweetType":1,"viewCount":141,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":147613812,"gmtCreate":1626356009636,"gmtModify":1703758520574,"author":{"id":"3566283048885824","authorId":"3566283048885824","name":"ThomasSim","avatar":"https://static.tigerbbs.com/5ae8ed8301f80085926169333185d321","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3566283048885824","idStr":"3566283048885824"},"themes":[],"htmlText":"Nice nice","listText":"Nice nice","text":"Nice nice","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/147613812","repostId":"2151526974","repostType":4,"isVote":1,"tweetType":1,"viewCount":462,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":189336952,"gmtCreate":1623244700176,"gmtModify":1704199151346,"author":{"id":"3566283048885824","authorId":"3566283048885824","name":"ThomasSim","avatar":"https://static.tigerbbs.com/5ae8ed8301f80085926169333185d321","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3566283048885824","idStr":"3566283048885824"},"themes":[],"htmlText":"$ACTCProterra going to merge~https://www.google.com/amp/s/seekingalpha.com/amp/article/4432196-actc-a-very-popular-spac-soon-holds-a-vote-on-buying-proterra","listText":"$ACTCProterra going to merge~https://www.google.com/amp/s/seekingalpha.com/amp/article/4432196-actc-a-very-popular-spac-soon-holds-a-vote-on-buying-proterra","text":"$ACTCProterra going to merge~https://www.google.com/amp/s/seekingalpha.com/amp/article/4432196-actc-a-very-popular-spac-soon-holds-a-vote-on-buying-proterra","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":3,"repostSize":0,"link":"https://ttm.financial/post/189336952","isVote":1,"tweetType":1,"viewCount":200,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":158610714,"gmtCreate":1625147415938,"gmtModify":1703737135204,"author":{"id":"3566283048885824","authorId":"3566283048885824","name":"ThomasSim","avatar":"https://static.tigerbbs.com/5ae8ed8301f80085926169333185d321","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3566283048885824","idStr":"3566283048885824"},"themes":[],"htmlText":"Oh dear","listText":"Oh dear","text":"Oh dear","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/158610714","repostId":"1106960651","repostType":4,"repost":{"id":"1106960651","pubTimestamp":1625147164,"share":"https://ttm.financial/m/news/1106960651?lang=&edition=fundamental","pubTime":"2021-07-01 21:46","market":"us","language":"en","title":"Barclays says ZipRecruiter’s stock price can jump 20% amid U.S. labor supply and demand mismatch","url":"https://stock-news.laohu8.com/highlight/detail?id=1106960651","media":"CNBC","summary":"Barclays initiated coverage of ZipRecruiter on Thursday, saying the online recruiting platform is we","content":"<div>\n<p>Barclays initiated coverage of ZipRecruiter on Thursday, saying the online recruiting platform is well-positioned to gain as U.S. employers face challenges filling job openings.\n“ZIP is differentiated...</p>\n\n<a href=\"https://www.cnbc.com/2021/07/01/barclays-says-ziprecruiter-stock-price-can-jump-20percent.html\">Web Link</a>\n\n</div>\n","source":"cnbc_highlight","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Barclays says ZipRecruiter’s stock price can jump 20% amid U.S. labor supply and demand mismatch</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\">\nBarclays says ZipRecruiter’s stock price can jump 20% amid U.S. labor supply and demand mismatch\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-07-01 21:46 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.cnbc.com/2021/07/01/barclays-says-ziprecruiter-stock-price-can-jump-20percent.html><strong>CNBC</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Barclays initiated coverage of ZipRecruiter on Thursday, saying the online recruiting platform is well-positioned to gain as U.S. employers face challenges filling job openings.\n“ZIP is differentiated...</p>\n\n<a href=\"https://www.cnbc.com/2021/07/01/barclays-says-ziprecruiter-stock-price-can-jump-20percent.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"ZIP":"ZipRecruiter Inc."},"source_url":"https://www.cnbc.com/2021/07/01/barclays-says-ziprecruiter-stock-price-can-jump-20percent.html","is_english":true,"share_image_url":"https://static.laohu8.com/72bb72e1b84c09fca865c6dcb1bbcd16","article_id":"1106960651","content_text":"Barclays initiated coverage of ZipRecruiter on Thursday, saying the online recruiting platform is well-positioned to gain as U.S. employers face challenges filling job openings.\n“ZIP is differentiated from online peers (as well as traditional internal⁄third-party recruiting services) by its AI-based matching, resulting in faster⁄better quality candidate recommendations and faster time-to-hire, alleviating key pain points for employer-customers,” Barclays’ Trevor Young said in a note released Thursday.\nThe firm gave ZipRecruiter an overweight rating and set its 12-month price target at $30, implying upside of 20%.\nBarclays’ call comes as the labor market remains in focus, with U.S. employers citing worker shortages and difficulty replacing lost jobs from the pandemic.\nAs job openings outpace job seeker demand, Barclays says the current employment trend “sets up favorable dynamics” for ZipRecruiter.\n“We believe more and more employers will explore additional resources, such as ZipRecruiter, to try to source candidates that are willing and able to work,” Young said.\nBarclays lauded ZipRecruiter’s strong technological capabilities and brand awareness among employers as differentiators from peer job marketplaces.\nWith work-from-home continuing, the firm said greater geographic mobility should keep demand for online recruiting tools high in the near future.\nZipRecruiter debuted on the New York Stock Exchange in May. The stock price closed at $24.98 on Wednesday and gained 8.4% in June.","news_type":1},"isVote":1,"tweetType":1,"viewCount":149,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":162089031,"gmtCreate":1624027515923,"gmtModify":1703827073672,"author":{"id":"3566283048885824","authorId":"3566283048885824","name":"ThomasSim","avatar":"https://static.tigerbbs.com/5ae8ed8301f80085926169333185d321","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3566283048885824","idStr":"3566283048885824"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/INTC\">$Intel(INTC)$</a>i thought should be factored in. Not new thing that apple wanna do their own chips","listText":"<a href=\"https://laohu8.com/S/INTC\">$Intel(INTC)$</a>i thought should be factored in. Not new thing that apple wanna do their own chips","text":"$Intel(INTC)$i thought should be factored in. Not new thing that apple wanna do their own chips","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/162089031","isVote":1,"tweetType":1,"viewCount":320,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":140244522,"gmtCreate":1625664427066,"gmtModify":1703745903971,"author":{"id":"3566283048885824","authorId":"3566283048885824","name":"ThomasSim","avatar":"https://static.tigerbbs.com/5ae8ed8301f80085926169333185d321","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3566283048885824","idStr":"3566283048885824"},"themes":[],"htmlText":"Comment like and comment like and comment","listText":"Comment like and comment like and comment","text":"Comment like and comment like and comment","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/140244522","repostId":"1156748810","repostType":4,"isVote":1,"tweetType":1,"viewCount":454,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":140242664,"gmtCreate":1625664286458,"gmtModify":1703745902312,"author":{"id":"3566283048885824","authorId":"3566283048885824","name":"ThomasSim","avatar":"https://static.tigerbbs.com/5ae8ed8301f80085926169333185d321","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3566283048885824","idStr":"3566283048885824"},"themes":[],"htmlText":"Nice nice nice, posting for tiger coins","listText":"Nice nice nice, posting for tiger coins","text":"Nice nice nice, posting for tiger coins","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/140242664","repostId":"2149390140","repostType":4,"isVote":1,"tweetType":1,"viewCount":325,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":128743796,"gmtCreate":1624534065915,"gmtModify":1703839599516,"author":{"id":"3566283048885824","authorId":"3566283048885824","name":"ThomasSim","avatar":"https://static.tigerbbs.com/5ae8ed8301f80085926169333185d321","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3566283048885824","idStr":"3566283048885824"},"themes":[],"htmlText":"Nice","listText":"Nice","text":"Nice","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/128743796","repostId":"1187819280","repostType":4,"repost":{"id":"1187819280","pubTimestamp":1624529642,"share":"https://ttm.financial/m/news/1187819280?lang=&edition=fundamental","pubTime":"2021-06-24 18:14","market":"us","language":"en","title":"The ‘shelter in suburbia’ trade is about to reverse — and these stocks will suffer","url":"https://stock-news.laohu8.com/highlight/detail?id=1187819280","media":"MarketWatch","summary":"5 reasons the pandemic megatrend is over.\n\nOne of the biggest investment stories of the COVID-19 pan","content":"<blockquote>\n <b>5 reasons the pandemic megatrend is over.</b>\n</blockquote>\n<p>One of the biggest investment stories of the COVID-19 pandemic has been the boom in consumer discretionary stocks with a “shelter in suburbia” theme. From e-commerce platforms to home improvement stores to furniture and housewares merchants, many of the top performers have fit this flavor.</p>\n<p>Take the broad-based Vanguard Consumer Discretionary Index Fund ETF VCR, +0.66% that surged more than 90% from March 2020 to March 2021. That was thanks to components like home improvement stocks Lowe’s LOW, -0.30% and Home Depot HD, -0.33% alongside retailers like TJX TJX, -0.08%.</p>\n<p>Lately, however, performance has started to lag for many of these names. In fact, since April 1 we’ve seen these three stocks all drift slightly into the red even as the S&amp;P 500 SPX, -0.11% has tacked on about 6% in the same period.</p>\n<p>And some fear that may only be the beginning. As one Wall Street insider said recently in a Bloomberg interview, a “huge unwind” is coming for stay-at-home stocks, including hardware stores and home-goods merchants.</p>\n<p>While some big-name “suburbia” trades are still relatively stable, signs of trouble are already emerging at the fringes. Century Communities CCS, -0.34% and Dream Finders Homes DFH, -2.55%, two mid-tier single family homebuilders, have seen shares crash by double digits over the last month. On the furnishings side, appliance giant Whirlpool Corporation WHR, -0.51% and department store Nordstrom JWN, +2.03% are down sharply from their spring highs.</p>\n<p><b>Here are five big reasons why:</b></p>\n<p><b>1.</b>&nbsp;<b>The upgrade cycle is over</b></p>\n<p>Last summer, white-collar workers who were stuck at home made note of overdue projects and took advantage of being able to easily meet with contractors. But in many ways, this growth is not sustainable.</p>\n<p>Consider the kind of purchases homeowners were making according to data from the NPD Group. Faucets, kitchen cabinets and even toilets were among the most popular products sold in 2020. Needless to say, even the most profligate homeowners aren’t going to follow this upgrade cycle of remodeling kitchens and bathrooms on an annual basis.</p>\n<p>The same is true for furniture and other home goods. Internet giant Comscore recorded the highest visitation to related websites in history in May 2020 with 133 million web surfers shopping for some kind of home goods. Once again, a new couch or lamp is not an annual purchase — so this trend seems unsustainable for much longer.</p>\n<p><b>2.&nbsp;Valuations are stretched</b></p>\n<p>Speaking of post-pandemic peaks for home-goods purveyors, we’ve seen the financials bear out these big increases via boosted profits and sales. However, we’ve also seen the stock of many related merchants surge even more — stretching their valuations from historical norms.</p>\n<p>Take TJX. Currently this discount retailer has a forward price-to-earnings ratio of more than 26, compared with a forward P/E of just 21 in spring 2020. Its trailing price-to-sales ratio is now 2.1 compared with 1.4.</p>\n<p>What’s more, valuations for previous darlings like TJX are out of line with peers, too. Consider the forward P/E of the overall S&amp;P 500 index is 22 right now, and other similar names like Macy’s M, +0.70% and Big Lots BIG, -3.71% actually have forward P/E ratios well under 10. You can argue TJX is unique, of course… but you also may want to be aware of what “fair value” looks like for many other stocks outside fashionable stay-at-home trades right now.</p>\n<p><b>3.&nbsp;Delays and shortages</b></p>\n<p>Future growth from pandemic-fueled peaks in these stocks is not impossible, of course. But given supply chain disruptions it seems highly unlikely. There are a host of reasons for these delays, including overseas shipping delays as well as capacity and output crunches that are affecting many industries, but “stay at home” stocks seem particularly hard hit.</p>\n<p>Home improvement products are simply nowhere to be found, with roughly 94% of builders reporting “at least some serious shortages of appliances” according to the National Association of Home Builders. Another 93% are running short on framing lumber and 87% say it is hard to obtain windows and doors.</p>\n<p>Even if you can get past demand concerns, without the raw materials to get to work it’s very hard to see future growth in this category.</p>\n<p><b>4.&nbsp;Inflationary pressures</b></p>\n<p>For the people who haven’t already ponied up the cash for a contractor or made their peace with extended delays for their expensive new furniture, there is a pretty big disincentive right now for new shoppers: inflation.</p>\n<p>The cost of living as measured by the Consumer Price Index jumped 0.6% in May to run at a 5% annual rate. That was not only higher than expectations, but the fastest pace since the summer of 2008. The inflation risks were so pronounced that the Federal Reserve publicly stated it could move up the schedule for expected interest rate increases to keep the risks under wraps.</p>\n<p>Inflation isn’t always a death knell, of course. But it has historically eroded purchasing power and could curtail some of the spending in “stay at home” stocks that we’ve seen in the last year or so.</p>\n<p><b>5.&nbsp;Home-equity hubris</b></p>\n<p>Speaking of red-hot inflation: In May, the median price for U.S. homes topped $350,000 for the first time ever — up 23.6% from 2020. What’s more, a Realtor.com survey showed roughly a third of selling homeowners expect to get more than their asking price, and roughly the same amount expect an offer within a week of listing.</p>\n<p>Some of this is justifiable. Many articles have been written in recent years about the dearth of supply in attractive markets, and it’s important to acknowledge the remote work of the pandemic has indeed created some disruptive introspection into why people live where they do.</p>\n<p>But here’s where things get dicey: homeowners who have already spent the expected premium on their home’s price well in advance. According to Freddie Mac, about $152.7 billion in equity loans were taken out on U.S. houses last year, a massive increase of 41.7% from 2019 and the highest refinancing cash-out dollar amount since 2007.</p>\n<p>Anyone remember what happened to the real-estate market in 2007? Or the similar sense of seller entitlement from those days? There’s no clear signs of a bubble bursting just yet, but there’s real risk American homeowners may be overly optimistic about what their homes are worth — and a chance this home equity loan free-for-all simply isn’t sustainable for much longer.</p>","source":"lsy1603348471595","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>The ‘shelter in suburbia’ trade is about to reverse — and these stocks will suffer</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\">\nThe ‘shelter in suburbia’ trade is about to reverse — and these stocks will suffer\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-06-24 18:14 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.marketwatch.com/story/the-shelter-in-suburbia-trade-is-about-to-reverse-and-these-stocks-will-suffer-11624457411?siteid=yhoof2><strong>MarketWatch</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>5 reasons the pandemic megatrend is over.\n\nOne of the biggest investment stories of the COVID-19 pandemic has been the boom in consumer discretionary stocks with a “shelter in suburbia” theme. From e-...</p>\n\n<a href=\"https://www.marketwatch.com/story/the-shelter-in-suburbia-trade-is-about-to-reverse-and-these-stocks-will-suffer-11624457411?siteid=yhoof2\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".DJI":"道琼斯",".SPX":"S&P 500 Index",".IXIC":"NASDAQ Composite","SPY":"标普500ETF"},"source_url":"https://www.marketwatch.com/story/the-shelter-in-suburbia-trade-is-about-to-reverse-and-these-stocks-will-suffer-11624457411?siteid=yhoof2","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1187819280","content_text":"5 reasons the pandemic megatrend is over.\n\nOne of the biggest investment stories of the COVID-19 pandemic has been the boom in consumer discretionary stocks with a “shelter in suburbia” theme. From e-commerce platforms to home improvement stores to furniture and housewares merchants, many of the top performers have fit this flavor.\nTake the broad-based Vanguard Consumer Discretionary Index Fund ETF VCR, +0.66% that surged more than 90% from March 2020 to March 2021. That was thanks to components like home improvement stocks Lowe’s LOW, -0.30% and Home Depot HD, -0.33% alongside retailers like TJX TJX, -0.08%.\nLately, however, performance has started to lag for many of these names. In fact, since April 1 we’ve seen these three stocks all drift slightly into the red even as the S&P 500 SPX, -0.11% has tacked on about 6% in the same period.\nAnd some fear that may only be the beginning. As one Wall Street insider said recently in a Bloomberg interview, a “huge unwind” is coming for stay-at-home stocks, including hardware stores and home-goods merchants.\nWhile some big-name “suburbia” trades are still relatively stable, signs of trouble are already emerging at the fringes. Century Communities CCS, -0.34% and Dream Finders Homes DFH, -2.55%, two mid-tier single family homebuilders, have seen shares crash by double digits over the last month. On the furnishings side, appliance giant Whirlpool Corporation WHR, -0.51% and department store Nordstrom JWN, +2.03% are down sharply from their spring highs.\nHere are five big reasons why:\n1. The upgrade cycle is over\nLast summer, white-collar workers who were stuck at home made note of overdue projects and took advantage of being able to easily meet with contractors. But in many ways, this growth is not sustainable.\nConsider the kind of purchases homeowners were making according to data from the NPD Group. Faucets, kitchen cabinets and even toilets were among the most popular products sold in 2020. Needless to say, even the most profligate homeowners aren’t going to follow this upgrade cycle of remodeling kitchens and bathrooms on an annual basis.\nThe same is true for furniture and other home goods. Internet giant Comscore recorded the highest visitation to related websites in history in May 2020 with 133 million web surfers shopping for some kind of home goods. Once again, a new couch or lamp is not an annual purchase — so this trend seems unsustainable for much longer.\n2. Valuations are stretched\nSpeaking of post-pandemic peaks for home-goods purveyors, we’ve seen the financials bear out these big increases via boosted profits and sales. However, we’ve also seen the stock of many related merchants surge even more — stretching their valuations from historical norms.\nTake TJX. Currently this discount retailer has a forward price-to-earnings ratio of more than 26, compared with a forward P/E of just 21 in spring 2020. Its trailing price-to-sales ratio is now 2.1 compared with 1.4.\nWhat’s more, valuations for previous darlings like TJX are out of line with peers, too. Consider the forward P/E of the overall S&P 500 index is 22 right now, and other similar names like Macy’s M, +0.70% and Big Lots BIG, -3.71% actually have forward P/E ratios well under 10. You can argue TJX is unique, of course… but you also may want to be aware of what “fair value” looks like for many other stocks outside fashionable stay-at-home trades right now.\n3. Delays and shortages\nFuture growth from pandemic-fueled peaks in these stocks is not impossible, of course. But given supply chain disruptions it seems highly unlikely. There are a host of reasons for these delays, including overseas shipping delays as well as capacity and output crunches that are affecting many industries, but “stay at home” stocks seem particularly hard hit.\nHome improvement products are simply nowhere to be found, with roughly 94% of builders reporting “at least some serious shortages of appliances” according to the National Association of Home Builders. Another 93% are running short on framing lumber and 87% say it is hard to obtain windows and doors.\nEven if you can get past demand concerns, without the raw materials to get to work it’s very hard to see future growth in this category.\n4. Inflationary pressures\nFor the people who haven’t already ponied up the cash for a contractor or made their peace with extended delays for their expensive new furniture, there is a pretty big disincentive right now for new shoppers: inflation.\nThe cost of living as measured by the Consumer Price Index jumped 0.6% in May to run at a 5% annual rate. That was not only higher than expectations, but the fastest pace since the summer of 2008. The inflation risks were so pronounced that the Federal Reserve publicly stated it could move up the schedule for expected interest rate increases to keep the risks under wraps.\nInflation isn’t always a death knell, of course. But it has historically eroded purchasing power and could curtail some of the spending in “stay at home” stocks that we’ve seen in the last year or so.\n5. Home-equity hubris\nSpeaking of red-hot inflation: In May, the median price for U.S. homes topped $350,000 for the first time ever — up 23.6% from 2020. What’s more, a Realtor.com survey showed roughly a third of selling homeowners expect to get more than their asking price, and roughly the same amount expect an offer within a week of listing.\nSome of this is justifiable. Many articles have been written in recent years about the dearth of supply in attractive markets, and it’s important to acknowledge the remote work of the pandemic has indeed created some disruptive introspection into why people live where they do.\nBut here’s where things get dicey: homeowners who have already spent the expected premium on their home’s price well in advance. According to Freddie Mac, about $152.7 billion in equity loans were taken out on U.S. houses last year, a massive increase of 41.7% from 2019 and the highest refinancing cash-out dollar amount since 2007.\nAnyone remember what happened to the real-estate market in 2007? Or the similar sense of seller entitlement from those days? There’s no clear signs of a bubble bursting just yet, but there’s real risk American homeowners may be overly optimistic about what their homes are worth — and a chance this home equity loan free-for-all simply isn’t sustainable for much longer.","news_type":1},"isVote":1,"tweetType":1,"viewCount":153,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":140246581,"gmtCreate":1625664236543,"gmtModify":1703745900182,"author":{"id":"3566283048885824","authorId":"3566283048885824","name":"ThomasSim","avatar":"https://static.tigerbbs.com/5ae8ed8301f80085926169333185d321","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3566283048885824","idStr":"3566283048885824"},"themes":[],"htmlText":"Nice nice nice nice nice. Tiger coins nice.","listText":"Nice nice nice nice nice. Tiger coins nice.","text":"Nice nice nice nice nice. Tiger coins nice.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/140246581","repostId":"2149160390","repostType":4,"repost":{"id":"2149160390","pubTimestamp":1625664000,"share":"https://ttm.financial/m/news/2149160390?lang=&edition=fundamental","pubTime":"2021-07-07 21:20","market":"us","language":"en","title":"AMC Entertainment Shareholders Are Making a Huge Mistake","url":"https://stock-news.laohu8.com/highlight/detail?id=2149160390","media":"Motley Fool","summary":"The company shelved a proposal to sell an additional 25 million shares.","content":"<p>The most surprising stock of 2021 is probably <b>AMC Entertainment Holdings</b> (NYSE:AMC), the world's largest movie theater chain. Any objective observer would view the company as being in very dire straits; after all, AMC is saddled with billions in debt, reeling from the global pandemic, and facing a highly uncertain recovery amid the streaming revolution and compressed theatrical windows. Of course, this being the year of the meme stock and Reddit-fueled speculation, the stock is up a massive 2,350% this year.</p>\n<p>Retail investors apparently see the stock as a reopening play and a short squeeze candidate, while also also betting their online community will keep buying and holding the stock.</p>\n<p>That's a dubious proposition, however, as it's really, really difficult to see how AMC's intrinsic value is now worth anything close to its current share price.</p>\n<p>Of course, given its inflated share price, AMC does have a chance to raise money to help it through this transition period and potentially transform the company. But its shareholders are preventing management from doing what it needs to do, hurting their own cause in the process.</p>\n<h2>AMC pulls the plug on more share sales</h2>\n<p>On July 6, AMC filed a document with the SEC saying it would not seek shareholder approval to sell another 25 million shares at the upcoming July 29 annual shareholder meeting. CEO Adam Aron, who has taken great pains to cultivate an online relationship with his retail shareholder base, took to <a href=\"https://laohu8.com/S/TWTR\">Twitter</a> to say that due to the significant opposition from many shareholders to further dilution, the company would be scrapping that proposal:</p>\n<blockquote>\n It's no secret I think shareholders should authorize 25 million more AMC shares. But what YOU think is important to us. Many yes, many no. AMC does not want to proceed with such a split. So, we're cancelling the July vote on more shares. And no more such requests in 2021. 1 of 2 pic.twitter.com/yNLhBAU5y1— Adam Aron (@CEOAdam) July 6, 2021\n</blockquote>\n<p>Kudos to Aron for being responsive to his retail shareholders, who have already helped out the company tremendously by bidding up the stock and allowing the company to raise about $1.25 billion last quarter. Obviously, he needs to keep the retail message boards happy and AMC's stock high for as long as possible.</p>\n<p>However, shareholders really should have approved another 25 million shares, which would have raised a significant amount -- basically another $1.25 billion at these prices, with minimal further dilution. It's a massive unforced error.</p>\n<h2>Despite massive dilution already, AMC still could use more cash</h2>\n<p>I don't think retail investors quite understand the predicament in which AMC still finds itself -- even after all the money it's raised. Although the domestic June box office has bounced back to top $1 billion for the first time since February 2020, it's still well short of pre-pandemic levels. Only around 80% of theaters are open, and the delta variant is still wreaking havoc in Europe, where AMC also owns a significant amount of theaters.</p>\n<p>Movie theaters are a high fixed-cost business, so unless theaters are open and close to full capacity, the company will still likely be burning cash in the second quarter. Given how much it's raised and how much the company had at the end of the first quarter, AMC's cash levels are likely a little under $2 billion.</p>\n<p>You might think that's a lot, but a look further down the balance sheet shows other hazards lurking. AMC still has over $5.4 billion in debt and another $4.9 billion in lease liabilities. Furthermore, at the end of the first quarter, its current liabilities outstripped its current assets by another $500 million, likely due to some deferred rent it will now have to pay. Those current assets have since been boosted by the equity sales, but that's a lot of liabilities on the balance sheet for a company that is still likely unprofitable.</p>\n<p>Furthermore, <a href=\"https://laohu8.com/S/AONE\">one</a> of the only ways today's stock price has a chance of making sense is if AMC can purchase other bankrupt theater chains on the cheap. But that will take a lot of capital, too. According to <i>Deadline</i>, AMC may be absorbing the leases of two high-traffic California cinemas, The Grove in Los Angeles and the Americana mall in Glendale, from the previous owner.</p>\n<p>Having been to The Grove shopping center, I can attest this is a very high-traffic theater. It would be great if AMC could scoop up more leases of well-placed theaters whose owners are now bankrupt without stretching its balance sheet any further. But since shareholders have blocked more equity sales, AMC may have to leave other similar opportunities on the table.</p>\n<h2>Shareholders aren't seeing the big picture</h2>\n<p>While AMC's share count has roughly quintupled since before the pandemic, remarkably, shares are trading close to all-time highs -- in fact, much higher than before the pandemic, when the company was operating at full strength. So at roughly $50 per share and more than a $25 billion market cap, AMC should be raising all the money it can at these prices to make sure it can get through the pandemic and take advantage of any opportunities that may come up. After all, the company was only asking for another 25 million shares, which would amount to just under 5% dilution at today's share count. That's really peanuts relative to the dilution that's already occurred.</p>\n<p>But of course, some meme-stock holders may not be doing any math, or thinking about intrinsic value. Most of the commentary you read on Reddit is about solidarity in \"holding the line\" and \"sticking it to the shorts.\" That kind of coordinated buying can work for a while, but as Warren Buffett's teacher Benjamin Graham once said, \"in the short run, the stock market is a voting machine, in the long run, it's a weighing machine.\"</p>\n<p>We don't know how long this coordinated \"voting\" will go on, but it won't be forever. When the bubble bursts, I think shareholders will wish AMC had another $1.25 billion in cash on hand. It's a big unforced error on shareholders' part.</p>","source":"fool_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>AMC Entertainment Shareholders Are Making a Huge Mistake</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\">\nAMC Entertainment Shareholders Are Making a Huge Mistake\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-07-07 21:20 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2021/07/07/amc-entertainment-shareholders-are-making-a-huge-m/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>The most surprising stock of 2021 is probably AMC Entertainment Holdings (NYSE:AMC), the world's largest movie theater chain. Any objective observer would view the company as being in very dire ...</p>\n\n<a href=\"https://www.fool.com/investing/2021/07/07/amc-entertainment-shareholders-are-making-a-huge-m/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AMC":"AMC院线"},"source_url":"https://www.fool.com/investing/2021/07/07/amc-entertainment-shareholders-are-making-a-huge-m/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2149160390","content_text":"The most surprising stock of 2021 is probably AMC Entertainment Holdings (NYSE:AMC), the world's largest movie theater chain. Any objective observer would view the company as being in very dire straits; after all, AMC is saddled with billions in debt, reeling from the global pandemic, and facing a highly uncertain recovery amid the streaming revolution and compressed theatrical windows. Of course, this being the year of the meme stock and Reddit-fueled speculation, the stock is up a massive 2,350% this year.\nRetail investors apparently see the stock as a reopening play and a short squeeze candidate, while also also betting their online community will keep buying and holding the stock.\nThat's a dubious proposition, however, as it's really, really difficult to see how AMC's intrinsic value is now worth anything close to its current share price.\nOf course, given its inflated share price, AMC does have a chance to raise money to help it through this transition period and potentially transform the company. But its shareholders are preventing management from doing what it needs to do, hurting their own cause in the process.\nAMC pulls the plug on more share sales\nOn July 6, AMC filed a document with the SEC saying it would not seek shareholder approval to sell another 25 million shares at the upcoming July 29 annual shareholder meeting. CEO Adam Aron, who has taken great pains to cultivate an online relationship with his retail shareholder base, took to Twitter to say that due to the significant opposition from many shareholders to further dilution, the company would be scrapping that proposal:\n\n It's no secret I think shareholders should authorize 25 million more AMC shares. But what YOU think is important to us. Many yes, many no. AMC does not want to proceed with such a split. So, we're cancelling the July vote on more shares. And no more such requests in 2021. 1 of 2 pic.twitter.com/yNLhBAU5y1— Adam Aron (@CEOAdam) July 6, 2021\n\nKudos to Aron for being responsive to his retail shareholders, who have already helped out the company tremendously by bidding up the stock and allowing the company to raise about $1.25 billion last quarter. Obviously, he needs to keep the retail message boards happy and AMC's stock high for as long as possible.\nHowever, shareholders really should have approved another 25 million shares, which would have raised a significant amount -- basically another $1.25 billion at these prices, with minimal further dilution. It's a massive unforced error.\nDespite massive dilution already, AMC still could use more cash\nI don't think retail investors quite understand the predicament in which AMC still finds itself -- even after all the money it's raised. Although the domestic June box office has bounced back to top $1 billion for the first time since February 2020, it's still well short of pre-pandemic levels. Only around 80% of theaters are open, and the delta variant is still wreaking havoc in Europe, where AMC also owns a significant amount of theaters.\nMovie theaters are a high fixed-cost business, so unless theaters are open and close to full capacity, the company will still likely be burning cash in the second quarter. Given how much it's raised and how much the company had at the end of the first quarter, AMC's cash levels are likely a little under $2 billion.\nYou might think that's a lot, but a look further down the balance sheet shows other hazards lurking. AMC still has over $5.4 billion in debt and another $4.9 billion in lease liabilities. Furthermore, at the end of the first quarter, its current liabilities outstripped its current assets by another $500 million, likely due to some deferred rent it will now have to pay. Those current assets have since been boosted by the equity sales, but that's a lot of liabilities on the balance sheet for a company that is still likely unprofitable.\nFurthermore, one of the only ways today's stock price has a chance of making sense is if AMC can purchase other bankrupt theater chains on the cheap. But that will take a lot of capital, too. According to Deadline, AMC may be absorbing the leases of two high-traffic California cinemas, The Grove in Los Angeles and the Americana mall in Glendale, from the previous owner.\nHaving been to The Grove shopping center, I can attest this is a very high-traffic theater. It would be great if AMC could scoop up more leases of well-placed theaters whose owners are now bankrupt without stretching its balance sheet any further. But since shareholders have blocked more equity sales, AMC may have to leave other similar opportunities on the table.\nShareholders aren't seeing the big picture\nWhile AMC's share count has roughly quintupled since before the pandemic, remarkably, shares are trading close to all-time highs -- in fact, much higher than before the pandemic, when the company was operating at full strength. So at roughly $50 per share and more than a $25 billion market cap, AMC should be raising all the money it can at these prices to make sure it can get through the pandemic and take advantage of any opportunities that may come up. After all, the company was only asking for another 25 million shares, which would amount to just under 5% dilution at today's share count. That's really peanuts relative to the dilution that's already occurred.\nBut of course, some meme-stock holders may not be doing any math, or thinking about intrinsic value. Most of the commentary you read on Reddit is about solidarity in \"holding the line\" and \"sticking it to the shorts.\" That kind of coordinated buying can work for a while, but as Warren Buffett's teacher Benjamin Graham once said, \"in the short run, the stock market is a voting machine, in the long run, it's a weighing machine.\"\nWe don't know how long this coordinated \"voting\" will go on, but it won't be forever. When the bubble bursts, I think shareholders will wish AMC had another $1.25 billion in cash on hand. It's a big unforced error on shareholders' part.","news_type":1},"isVote":1,"tweetType":1,"viewCount":259,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":126951939,"gmtCreate":1624542881321,"gmtModify":1703839867389,"author":{"id":"3566283048885824","authorId":"3566283048885824","name":"ThomasSim","avatar":"https://static.tigerbbs.com/5ae8ed8301f80085926169333185d321","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3566283048885824","idStr":"3566283048885824"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/TIGR\">$Tiger Brokers(TIGR)$</a>zzzz pls up","listText":"<a href=\"https://laohu8.com/S/TIGR\">$Tiger Brokers(TIGR)$</a>zzzz pls up","text":"$Tiger Brokers(TIGR)$zzzz pls 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