BabyGuinness personal page - To The Moon

BabyGuinness

BabyGuinness

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2021-04-28

Like n comment pls

Microsoft sales grow on cloud strength, shares dip on heightened valuation

2021-04-27

$Amazon.com(AMZN)$still some more upside when earnings come out

2021-04-28

Pls like n comment!

AMD stock rises after earnings show data-center sales more than doubling

2022-04-01

$Gevo(GEVO)$Can it recover to before

2021-04-25

Like n comment pls :)

Li Auto: High Risk, High Reward Speculative Chinese EV Player

2021-02-04

Been following most of them on my watchlist!

These S&P 500 stocks have had the biggest increases in ‘buy’ ratings so far this year

2021-04-25

Like n comment pls!

Biggest QQQ Exodus Since 2000 Ups the Ante on Big Tech Earnings

2021-04-15

Like n comment pls

GameStop’s Shakeup Will Do Little to Alleviate Its Woes

2021-04-15

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Blockchain stocks fell sharply in morning trading

2021-04-25

Like n comment please :)

What to watch in the markets this week

2021-03-16

Like and comment, please!

Xpeng CEO Bought Shares In Rival Nio During 2019 Low

2021-05-21

Agree//@Hanhanwei: Interesting article. I think both are great buys.

Apple Vs. Amazon: Which Stock Is The Better Buy

2021-05-21

Let's gooo

2021-03-21

GME to the moon! Still!

Sorry, the original content has been removed

2021-03-10

Like my comment pls

Microsoft closes $7.5 billion Bethesda acquisition, aiming to take on Sony with exclusive games

2021-02-04

But they consistently toyed with the free trade market...?

Why investors were willing to write Robinhood a $3 billion check during the GameStop chaos

2021-02-17

Xpeng or NIO?

Sorry, the original content has been removed

2022-04-15

$Synthetic Biologics(SYN)$Sigh

2021-04-15

Like n comment pls!

MARA Stock: Why Is Marathon Digital Crashing Despite the Coinbase IPO?

2021-04-15

Like n comment pls!

AppLovin: Capitalizing On The Surging Growth Of Mobile Game Apps

Go to Tiger App to see more news

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Inc.(MOGO)$Ok","images":[{"img":"https://community-static.tradeup.com/news/8b131ad28e4f5726369aae3a7db31a24","width":"1125","height":"2962"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9086500003","isVote":1,"tweetType":1,"viewCount":623,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9081481821,"gmtCreate":1650265957016,"gmtModify":1676534682369,"author":{"id":"3566430460623704","authorId":"3566430460623704","name":"BabyGuinness","avatar":"https://static.tigerbbs.com/5344a9c73cbe4089d07b00bd68a652d4","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3566430460623704","authorIdStr":"3566430460623704"},"themes":[],"htmlText":"Brace the fall. Don't panic","listText":"Brace the fall. Don't panic","text":"Brace the fall. Don't panic","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9081481821","isVote":1,"tweetType":1,"viewCount":916,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9081483400,"gmtCreate":1650265877057,"gmtModify":1676534682361,"author":{"id":"3566430460623704","authorId":"3566430460623704","name":"BabyGuinness","avatar":"https://static.tigerbbs.com/5344a9c73cbe4089d07b00bd68a652d4","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3566430460623704","authorIdStr":"3566430460623704"},"themes":[],"htmlText":"Okay","listText":"Okay","text":"Okay","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9081483400","repostId":"9016476123","repostType":1,"repost":{"id":9016476123,"gmtCreate":1649229403658,"gmtModify":1676534474180,"author":{"id":"3527667667103859","authorId":"3527667667103859","name":"TigerEvents","avatar":"https://community-static.tradeup.com/news/c266ef25181ace18bec1262357bbe1a8","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3527667667103859","authorIdStr":"3527667667103859"},"themes":[],"title":"🏆【GAME】Hunting Eggs for Extra Saving!","htmlText":"Tiger has prepared some Easter gifts for you, please&nbsp;<a href=\"https://www.tigerbrokers.com.sg/activity/market/2022/easter/\" target=\"_blank\">click&nbsp;here</a>&nbsp;to check them out!Easter can still be a bonus-boosting. Come and find the eggs in our Easter game to open the surprise! Each game contains 3 rounds, the more eggs you catch, the higher the points you can get. Game points can be redeemed for various rewards, including different value stock vouchers worth up to USD 1,000 are waiting for you! Moreover, catching special eggs can get extra points and chances to crack open for some wonderful Easter treats.There are too many hidden surprises to find, oops, the game attempts run out too fast. Don't worry, complete different tasks to earn more game attempts. Also, invite your frien","listText":"Tiger has prepared some Easter gifts for you, please&nbsp;<a href=\"https://www.tigerbrokers.com.sg/activity/market/2022/easter/\" target=\"_blank\">click&nbsp;here</a>&nbsp;to check them out!Easter can still be a bonus-boosting. Come and find the eggs in our Easter game to open the surprise! Each game contains 3 rounds, the more eggs you catch, the higher the points you can get. 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Moreover, catching special eggs can get extra points and chances to crack open for some wonderful Easter treats.There are too many hidden surprises to find, oops, the game attempts run out too fast. Don't worry, complete different tasks to earn more game attempts. Also, invite your frien","images":[{"img":"https://community-static.tradeup.com/news/15b435c0d10e0e89ad3e06b7bbd04830","width":"2251","height":"1334"},{"img":"https://community-static.tradeup.com/news/ff9640a9df2f24446e07b7a9b658cb4b","width":"1200","height":"630"},{"img":"https://community-static.tradeup.com/news/795038848b7c7b1d7dda27d92b580946","width":"1656","height":"948"}],"top":1,"highlighted":1,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9016476123","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":3,"langContent":"EN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":659,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9081489142,"gmtCreate":1650265739312,"gmtModify":1676534682337,"author":{"id":"3566430460623704","authorId":"3566430460623704","name":"BabyGuinness","avatar":"https://static.tigerbbs.com/5344a9c73cbe4089d07b00bd68a652d4","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3566430460623704","authorIdStr":"3566430460623704"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/VV\">$Vanguard Large-Cap ETF(VV)$</a>Not gna panic","listText":"<a href=\"https://ttm.financial/S/VV\">$Vanguard Large-Cap ETF(VV)$</a>Not gna panic","text":"$Vanguard Large-Cap ETF(VV)$Not gna 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LTD(AWX.SI)$</a>Hmm","listText":"<a href=\"https://ttm.financial/S/AWX.SI\">$AEM HOLDINGS LTD(AWX.SI)$</a>Hmm","text":"$AEM HOLDINGS LTD(AWX.SI)$Hmm","images":[{"img":"https://community-static.tradeup.com/news/acdfb912b0ba4c8423c3d05c9870f7f5","width":"1170","height":"2292"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9015407946","isVote":1,"tweetType":1,"viewCount":168,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9018705139,"gmtCreate":1649085165936,"gmtModify":1676534447876,"author":{"id":"3566430460623704","authorId":"3566430460623704","name":"BabyGuinness","avatar":"https://static.tigerbbs.com/5344a9c73cbe4089d07b00bd68a652d4","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3566430460623704","authorIdStr":"3566430460623704"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/VV\">$Vanguard Large-Cap ETF(VV)$</a>Still safe","listText":"<a href=\"https://ttm.financial/S/VV\">$Vanguard Large-Cap ETF(VV)$</a>Still safe","text":"$Vanguard Large-Cap ETF(VV)$Still safe","images":[{"img":"https://community-static.tradeup.com/news/51b0012abbd46a44e8f9b023eb515f96","width":"1125","height":"3049"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9018705139","isVote":1,"tweetType":1,"viewCount":403,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9018702450,"gmtCreate":1649085147575,"gmtModify":1676534447860,"author":{"id":"3566430460623704","authorId":"3566430460623704","name":"BabyGuinness","avatar":"https://static.tigerbbs.com/5344a9c73cbe4089d07b00bd68a652d4","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3566430460623704","authorIdStr":"3566430460623704"},"themes":[],"htmlText":"<a 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href=\"https://ttm.financial/S/VO\">$Vanguard Mid-Cap ETF(VO)$</a>Share choice always&nbsp;","listText":"<a href=\"https://ttm.financial/S/VO\">$Vanguard Mid-Cap ETF(VO)$</a>Share choice always&nbsp;","text":"$Vanguard Mid-Cap ETF(VO)$Share choice always","images":[{"img":"https://community-static.tradeup.com/news/1fa242c7a9242eabc86621899f25812c","width":"1125","height":"3063"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9011706547","isVote":1,"tweetType":1,"viewCount":92,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9011956576,"gmtCreate":1648808050609,"gmtModify":1676534402085,"author":{"id":"3566430460623704","authorId":"3566430460623704","name":"BabyGuinness","avatar":"https://static.tigerbbs.com/5344a9c73cbe4089d07b00bd68a652d4","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3566430460623704","authorIdStr":"3566430460623704"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/GEVO\">$Gevo(GEVO)$</a>Can it recover to before","listText":"<a href=\"https://ttm.financial/S/GEVO\">$Gevo(GEVO)$</a>Can it recover to before","text":"$Gevo(GEVO)$Can it recover to before","images":[{"img":"https://community-static.tradeup.com/news/8c08258398adbc9ecd5744f5981d9b4a","width":"1125","height":"3063"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":1,"link":"https://ttm.financial/post/9011956576","isVote":1,"tweetType":1,"viewCount":349,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9011956179,"gmtCreate":1648808017323,"gmtModify":1676534402100,"author":{"id":"3566430460623704","authorId":"3566430460623704","name":"BabyGuinness","avatar":"https://static.tigerbbs.com/5344a9c73cbe4089d07b00bd68a652d4","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3566430460623704","authorIdStr":"3566430460623704"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/AWX.SI\">$AEM HOLDINGS LTD(AWX.SI)$</a>Not bad","listText":"<a href=\"https://ttm.financial/S/AWX.SI\">$AEM HOLDINGS LTD(AWX.SI)$</a>Not bad","text":"$AEM HOLDINGS LTD(AWX.SI)$Not bad","images":[{"img":"https://community-static.tradeup.com/news/9865d2fe4740323d6b1661eacf844c8b","width":"1170","height":"2292"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9011956179","isVote":1,"tweetType":1,"viewCount":272,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0}],"hots":[{"id":100047054,"gmtCreate":1619571336678,"gmtModify":1704726089408,"author":{"id":"3566430460623704","authorId":"3566430460623704","name":"BabyGuinness","avatar":"https://static.tigerbbs.com/5344a9c73cbe4089d07b00bd68a652d4","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3566430460623704","authorIdStr":"3566430460623704"},"themes":[],"htmlText":"Like n comment pls","listText":"Like n comment pls","text":"Like n comment pls","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":9,"repostSize":0,"link":"https://ttm.financial/post/100047054","repostId":"1157918353","repostType":4,"repost":{"id":"1157918353","kind":"news","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":1619566409,"share":"https://ttm.financial/m/news/1157918353?lang=&edition=fundamental","pubTime":"2021-04-28 07:33","market":"us","language":"en","title":"Microsoft sales grow on cloud strength, shares dip on heightened valuation","url":"https://stock-news.laohu8.com/highlight/detail?id=1157918353","media":"Tiger Newspress","summary":"Microsoft exceeded analysts’ estimates on the top and bottom lines, as well as revenue guidance.Windows revenue growth from device makers was higher than the company had predicted.Azure cloud revenue growth was flat from the prior quarter.Microsoft shares moved 2.6% lower in extended trading Tuesday after the software maker announced fiscal third-quarter earnings and quarterly revenue guidance that came in stronger than analysts had expected. The company’s operating margin narrowed somewhat as c","content":"<p><b>KEY POINTS</b></p>\n<ul>\n <li>Microsoft exceeded analysts’ estimates on the top and bottom lines, as well as revenue guidance.</li>\n <li>Windows revenue growth from device makers was higher than the company had predicted.</li>\n <li>Azure cloud revenue growth was flat from the prior quarter.</li>\n</ul>\n<p>Microsoft&nbsp;shares moved 2.6% lower in extended trading Tuesday after the software maker announced fiscal third-quarter earnings and quarterly revenue guidance that came in stronger than analysts had expected. The company’s operating margin narrowed somewhat as cloud became a larger part of its business.</p>\n<p><img src=\"https://static.tigerbbs.com/37e56904b785cd612b360cb4662adcab\" tg-width=\"1302\" tg-height=\"833\"></p>\n<p>Here’s how the company did:</p>\n<ul>\n <li><b>Earnings:</b>$1.95 per share, adjusted, vs. $1.78 per share as expected by analysts, according to Refinitiv.</li>\n <li><b>Revenue:</b>$41.71 billion, vs. $41.03 billion as expected by analysts, according to Refinitiv.</li>\n</ul>\n<p>The software and hardware maker posted 19% annualized revenue growth for the quarter, which ended March 31, according to a&nbsp;statement. That’s the biggest quarterly increase the company has posted since 2018, thanks in part to&nbsp;gains in PC sales&nbsp;resulting from coronavirus-driven shortages last year.</p>\n<p>The company said its Azure public cloud, which competes with market leader&nbsp;Amazon&nbsp;Web Services, grew 50%, faster than the 46% growth analysts had expected, according to a CNBC review of 14 equity research notes. In&nbsp;the prior quarter&nbsp;Azure revenue grew 50%. Microsoft does not disclose Azure revenue in dollars.</p>\n<p>With respect to guidance, Microsoft is expecting $43.6 billion to $44.5 billion in revenue in the fiscal fourth quarter, said Amy Hood, Microsoft’s finance chief, on a conference call with analysts. At the middle of the range that would represent 16% growth, more than the $42.98 billion consensus estimate among analysts polled by Refinitiv.</p>\n<p><img src=\"https://static.tigerbbs.com/04deaac8d015743ca14f06c8b77bd26e\" tg-width=\"1910\" tg-height=\"1549\"></p>\n<p>Microsoft’s Intelligent Cloud segment delivered $15.12 billion in revenue in the fiscal third quarter. That was up 23% year over year and above the FactSet consensus estimate of $14.92 billion. Intelligent Cloud contains Azure, Windows Server, SQL Server, Visual Studio, GitHub and Enterprise Services.</p>\n<p>The Productivity and Business Processes segment, containing Office, Dynamics and LinkedIn, contributed $13.55 billion in revenue, up 15% and more than the $13.49 billion FactSet consensus. The Teams chat and calling app reached 145 million daily active users, up from&nbsp;115 million&nbsp;in October, Microsoft CEO Satya Nadella said on the call.</p>\n<p>The company’s More Personal Computing unit, which includes Windows, gaming, devices and search, came up with $13.04 billion in revenue. That was up almost 19% and higher than the $12.55 billion consensus. Technology research company Gartner&nbsp;estimated&nbsp;earlier this month that PC manufacturers shipped nearly 70 million units in the quarter, 32% more than in the year-ago quarter, the fastest growth since Gartner started tracking the PC market in 2000.</p>\n<p>That benefits Microsoft’s sales of Windows licenses to PC makers, which were up 10%. There are now over 1.3 billion monthly active devices running the Windows 10 operating system, Nadella said.</p>\n<p>The outcome was greater than Microsoft itself had forecast. In January, Hood called for Windows license revenue from device makers to be up in the low single digits.</p>\n<p>The PC market endured “significant ongoing constraints in the supply chain,” Hood said on Tuesday.</p>\n<p>At the same time, the gross margin for Microsoft’s broad Commercial Cloud category of products — including Azure, commercial subscriptions to the Office 365 productivity bundle, cloud-based Dynamics 365 enterprise applications and commercial parts of LinkedIn — narrowed to 70% from 71%. The number is important to investors who want to see that Microsoft can continue to make Azure more profitable.</p>\n<p>The operating margin for the Intelligent Cloud segment that includes Azure also narrowed to 42.5% from about 44.5%. Microsoft’s overall operating margin came in at 40.9%, down from 41.6%.</p>\n<p>Microsoft&nbsp;said&nbsp;in the quarter it had won a U.S. Army contract worth up to $21.9 billion over a decade for augmented reality headsets based on its latest HoloLens device. The company also&nbsp;issued patches&nbsp;to address vulnerabilities in its Exchange Server on-premises email and calendar software that Chinese hackers exploited. It also&nbsp;closed&nbsp;the $8.1 billion acquisition of video game maker ZeniMax Media.</p>\n<p>Notwithstanding the after-hours move, Microsoft shares are up 18% year to date, compared with a gain of around 12% for the S&amp;P 500 over the same time period.</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>Microsoft sales grow on cloud strength, shares dip on heightened valuation</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\">\nMicrosoft sales grow on cloud strength, shares dip on heightened valuation\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time\">2021-04-28 07:33</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p><b>KEY POINTS</b></p>\n<ul>\n <li>Microsoft exceeded analysts’ estimates on the top and bottom lines, as well as revenue guidance.</li>\n <li>Windows revenue growth from device makers was higher than the company had predicted.</li>\n <li>Azure cloud revenue growth was flat from the prior quarter.</li>\n</ul>\n<p>Microsoft&nbsp;shares moved 2.6% lower in extended trading Tuesday after the software maker announced fiscal third-quarter earnings and quarterly revenue guidance that came in stronger than analysts had expected. The company’s operating margin narrowed somewhat as cloud became a larger part of its business.</p>\n<p><img src=\"https://static.tigerbbs.com/37e56904b785cd612b360cb4662adcab\" tg-width=\"1302\" tg-height=\"833\"></p>\n<p>Here’s how the company did:</p>\n<ul>\n <li><b>Earnings:</b>$1.95 per share, adjusted, vs. $1.78 per share as expected by analysts, according to Refinitiv.</li>\n <li><b>Revenue:</b>$41.71 billion, vs. $41.03 billion as expected by analysts, according to Refinitiv.</li>\n</ul>\n<p>The software and hardware maker posted 19% annualized revenue growth for the quarter, which ended March 31, according to a&nbsp;statement. That’s the biggest quarterly increase the company has posted since 2018, thanks in part to&nbsp;gains in PC sales&nbsp;resulting from coronavirus-driven shortages last year.</p>\n<p>The company said its Azure public cloud, which competes with market leader&nbsp;Amazon&nbsp;Web Services, grew 50%, faster than the 46% growth analysts had expected, according to a CNBC review of 14 equity research notes. In&nbsp;the prior quarter&nbsp;Azure revenue grew 50%. Microsoft does not disclose Azure revenue in dollars.</p>\n<p>With respect to guidance, Microsoft is expecting $43.6 billion to $44.5 billion in revenue in the fiscal fourth quarter, said Amy Hood, Microsoft’s finance chief, on a conference call with analysts. At the middle of the range that would represent 16% growth, more than the $42.98 billion consensus estimate among analysts polled by Refinitiv.</p>\n<p><img src=\"https://static.tigerbbs.com/04deaac8d015743ca14f06c8b77bd26e\" tg-width=\"1910\" tg-height=\"1549\"></p>\n<p>Microsoft’s Intelligent Cloud segment delivered $15.12 billion in revenue in the fiscal third quarter. That was up 23% year over year and above the FactSet consensus estimate of $14.92 billion. Intelligent Cloud contains Azure, Windows Server, SQL Server, Visual Studio, GitHub and Enterprise Services.</p>\n<p>The Productivity and Business Processes segment, containing Office, Dynamics and LinkedIn, contributed $13.55 billion in revenue, up 15% and more than the $13.49 billion FactSet consensus. The Teams chat and calling app reached 145 million daily active users, up from&nbsp;115 million&nbsp;in October, Microsoft CEO Satya Nadella said on the call.</p>\n<p>The company’s More Personal Computing unit, which includes Windows, gaming, devices and search, came up with $13.04 billion in revenue. That was up almost 19% and higher than the $12.55 billion consensus. Technology research company Gartner&nbsp;estimated&nbsp;earlier this month that PC manufacturers shipped nearly 70 million units in the quarter, 32% more than in the year-ago quarter, the fastest growth since Gartner started tracking the PC market in 2000.</p>\n<p>That benefits Microsoft’s sales of Windows licenses to PC makers, which were up 10%. There are now over 1.3 billion monthly active devices running the Windows 10 operating system, Nadella said.</p>\n<p>The outcome was greater than Microsoft itself had forecast. In January, Hood called for Windows license revenue from device makers to be up in the low single digits.</p>\n<p>The PC market endured “significant ongoing constraints in the supply chain,” Hood said on Tuesday.</p>\n<p>At the same time, the gross margin for Microsoft’s broad Commercial Cloud category of products — including Azure, commercial subscriptions to the Office 365 productivity bundle, cloud-based Dynamics 365 enterprise applications and commercial parts of LinkedIn — narrowed to 70% from 71%. The number is important to investors who want to see that Microsoft can continue to make Azure more profitable.</p>\n<p>The operating margin for the Intelligent Cloud segment that includes Azure also narrowed to 42.5% from about 44.5%. Microsoft’s overall operating margin came in at 40.9%, down from 41.6%.</p>\n<p>Microsoft&nbsp;said&nbsp;in the quarter it had won a U.S. Army contract worth up to $21.9 billion over a decade for augmented reality headsets based on its latest HoloLens device. The company also&nbsp;issued patches&nbsp;to address vulnerabilities in its Exchange Server on-premises email and calendar software that Chinese hackers exploited. It also&nbsp;closed&nbsp;the $8.1 billion acquisition of video game maker ZeniMax Media.</p>\n<p>Notwithstanding the after-hours move, Microsoft shares are up 18% year to date, compared with a gain of around 12% for the S&amp;P 500 over the same time period.</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"MSFT":"微软"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1157918353","content_text":"KEY POINTS\n\nMicrosoft exceeded analysts’ estimates on the top and bottom lines, as well as revenue guidance.\nWindows revenue growth from device makers was higher than the company had predicted.\nAzure cloud revenue growth was flat from the prior quarter.\n\nMicrosoft shares moved 2.6% lower in extended trading Tuesday after the software maker announced fiscal third-quarter earnings and quarterly revenue guidance that came in stronger than analysts had expected. The company’s operating margin narrowed somewhat as cloud became a larger part of its business.\n\nHere’s how the company did:\n\nEarnings:$1.95 per share, adjusted, vs. $1.78 per share as expected by analysts, according to Refinitiv.\nRevenue:$41.71 billion, vs. $41.03 billion as expected by analysts, according to Refinitiv.\n\nThe software and hardware maker posted 19% annualized revenue growth for the quarter, which ended March 31, according to a statement. That’s the biggest quarterly increase the company has posted since 2018, thanks in part to gains in PC sales resulting from coronavirus-driven shortages last year.\nThe company said its Azure public cloud, which competes with market leader Amazon Web Services, grew 50%, faster than the 46% growth analysts had expected, according to a CNBC review of 14 equity research notes. In the prior quarter Azure revenue grew 50%. Microsoft does not disclose Azure revenue in dollars.\nWith respect to guidance, Microsoft is expecting $43.6 billion to $44.5 billion in revenue in the fiscal fourth quarter, said Amy Hood, Microsoft’s finance chief, on a conference call with analysts. At the middle of the range that would represent 16% growth, more than the $42.98 billion consensus estimate among analysts polled by Refinitiv.\n\nMicrosoft’s Intelligent Cloud segment delivered $15.12 billion in revenue in the fiscal third quarter. That was up 23% year over year and above the FactSet consensus estimate of $14.92 billion. Intelligent Cloud contains Azure, Windows Server, SQL Server, Visual Studio, GitHub and Enterprise Services.\nThe Productivity and Business Processes segment, containing Office, Dynamics and LinkedIn, contributed $13.55 billion in revenue, up 15% and more than the $13.49 billion FactSet consensus. The Teams chat and calling app reached 145 million daily active users, up from 115 million in October, Microsoft CEO Satya Nadella said on the call.\nThe company’s More Personal Computing unit, which includes Windows, gaming, devices and search, came up with $13.04 billion in revenue. That was up almost 19% and higher than the $12.55 billion consensus. Technology research company Gartner estimated earlier this month that PC manufacturers shipped nearly 70 million units in the quarter, 32% more than in the year-ago quarter, the fastest growth since Gartner started tracking the PC market in 2000.\nThat benefits Microsoft’s sales of Windows licenses to PC makers, which were up 10%. There are now over 1.3 billion monthly active devices running the Windows 10 operating system, Nadella said.\nThe outcome was greater than Microsoft itself had forecast. In January, Hood called for Windows license revenue from device makers to be up in the low single digits.\nThe PC market endured “significant ongoing constraints in the supply chain,” Hood said on Tuesday.\nAt the same time, the gross margin for Microsoft’s broad Commercial Cloud category of products — including Azure, commercial subscriptions to the Office 365 productivity bundle, cloud-based Dynamics 365 enterprise applications and commercial parts of LinkedIn — narrowed to 70% from 71%. The number is important to investors who want to see that Microsoft can continue to make Azure more profitable.\nThe operating margin for the Intelligent Cloud segment that includes Azure also narrowed to 42.5% from about 44.5%. Microsoft’s overall operating margin came in at 40.9%, down from 41.6%.\nMicrosoft said in the quarter it had won a U.S. Army contract worth up to $21.9 billion over a decade for augmented reality headsets based on its latest HoloLens device. The company also issued patches to address vulnerabilities in its Exchange Server on-premises email and calendar software that Chinese hackers exploited. It also closed the $8.1 billion acquisition of video game maker ZeniMax Media.\nNotwithstanding the after-hours move, Microsoft shares are up 18% year to date, compared with a gain of around 12% for the S&P 500 over the same time period.","news_type":1},"isVote":1,"tweetType":1,"viewCount":370,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":374513819,"gmtCreate":1619454905431,"gmtModify":1704724229330,"author":{"id":"3566430460623704","authorId":"3566430460623704","name":"BabyGuinness","avatar":"https://static.tigerbbs.com/5344a9c73cbe4089d07b00bd68a652d4","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3566430460623704","authorIdStr":"3566430460623704"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/AMZN\">$Amazon.com(AMZN)$</a>still some more upside when earnings come out","listText":"<a href=\"https://laohu8.com/S/AMZN\">$Amazon.com(AMZN)$</a>still some more upside when earnings come out","text":"$Amazon.com(AMZN)$still some more upside when earnings come out","images":[{"img":"https://static.tigerbbs.com/14e0487f019db36ba102a846b33d6353","width":"1080","height":"1920"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":3,"repostSize":1,"link":"https://ttm.financial/post/374513819","isVote":1,"tweetType":1,"viewCount":826,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":100045942,"gmtCreate":1619571244886,"gmtModify":1704726086655,"author":{"id":"3566430460623704","authorId":"3566430460623704","name":"BabyGuinness","avatar":"https://static.tigerbbs.com/5344a9c73cbe4089d07b00bd68a652d4","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3566430460623704","authorIdStr":"3566430460623704"},"themes":[],"htmlText":"Pls like n comment!","listText":"Pls like n comment!","text":"Pls like n comment!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":5,"repostSize":0,"link":"https://ttm.financial/post/100045942","repostId":"1187199105","repostType":4,"repost":{"id":"1187199105","kind":"news","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":1619566832,"share":"https://ttm.financial/m/news/1187199105?lang=&edition=fundamental","pubTime":"2021-04-28 07:40","market":"us","language":"en","title":"AMD stock rises after earnings show data-center sales more than doubling","url":"https://stock-news.laohu8.com/highlight/detail?id=1187199105","media":"Tiger Newspress","summary":"AMD increases full-year revenue guidance after record quarterly sales, stock jumps more than 3% in e","content":"<p>AMD increases full-year revenue guidance after record quarterly sales, stock jumps more than 3% in extended session<img src=\"https://static.tigerbbs.com/174cfb55080b96346856b267d6c023ed\" tg-width=\"706\" tg-height=\"523\" referrerpolicy=\"no-referrer\">Advanced Micro Devices Inc. shares rose in the extended session Tuesday after the chip maker said data-center revenue more than doubled to fuel record quarterly sales, and increased its revenue forecast for the year.</p><p>“In the first quarter, data-center product revenue more than doubled year-over-year and represented a high teens percentage of our overall revenue,” said AMD&nbsp;Chief Executive Lisa Su on a call with analysts. “We expect data-center product revenue to grow significantly as we go through the year driven by our strong pipeline of new cloud, enterprise and [high-performance computing] wins.”</p><p>Sales from enterprise embedded and semi-custom chips — the unit that includes data-center and gaming-console revenue — nearly quadrupled to $1.35 billion, compared with $348 million a year ago. Analysts surveyed by FactSet expected $1.3 billion. Su’s comments about data-center revenue were helpful asAMD does not break out data-center sales from gaming sales.</p><p>“I think we saw actually strong signals in the first quarter that it would be a strong data-center year for us,” Su told analysts.</p><p>Last week, Intel Corp&nbsp;said the data-center market was in a“digestion phase,”contributing to a 20% drop in sales for data centers, yetanalysts pointed to increased competition from AMD and ARM Holdings PLC.</p><p>AMD reported first-quarter net income of $555 million, or 45 cents a share, compared with $162 million, or 14 cents a share, in the year-ago period. After adjusting for stock-based compensation and other factors, the Santa Clara, Calif.-based company reported earnings of 52 cents a share, compared with 18 cents a share in the year-ago period. Revenue rose to $3.45 billion from $1.79 billion in the year-ago quarter.</p><p>Analysts surveyed by FactSet had forecast adjusted earnings of 44 cents a share on revenue of $3.18 billion, and AMD projected between $3.1 billion and $3.3 billion.</p><p>AMD reported first-quarter sales of $2.1 billion for computing and graphics chips, up 46% from $1.44 billion last year, compared with analyst expectations of $1.89 billion.</p><p>Executives also increased AMD’s guidance for the full year, to a sales increase of about 50% from previous guidance of a roughly 37% increase. AMD reported revenue of $9.67 billion last year, suggesting sales of about $14.65 billion this year; analysts had been forecasting revenue of $13.46 billion, according to FactSet.</p><p>AMD expects second-quarter revenue of $3.5 billion to $3.7 billion, while analysts had been projecting $3.23 billion, according to FactSet.</p><p>Shares gained more than 3% in after-hours trading, following a 0.2% decline in the regular session to close at $85.21.</p><p>AMD’s strong earnings come amid a continuing shortage of microchips to sate demand from global industries, and the companies that make the silicon wafers that chip designs use, work to clear waiting lists that span several months.</p><p>More of how the chip sector is dealing with supply shortages will be revealed this week, with Qualcomm Inc.QCOM,-0.68%earnings on Wednesday and KLA Corp.KLAC,-1.58%earnings on Thursday.</p><p>Over the past 12 months, AMD shares have gained 51%. In comparison, the PHLX Semiconductor IndexSOX,-0.76%has gained 87%, the S&amp;P 500 index&nbsp;has risen 54%, and the tech-heavy Nasdaq Composite Index&nbsp;is up 61%.</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>AMD stock rises after earnings show data-center sales more than doubling</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\">\nAMD stock rises after earnings show data-center sales more than doubling\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time\">2021-04-28 07:40</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>AMD increases full-year revenue guidance after record quarterly sales, stock jumps more than 3% in extended session<img src=\"https://static.tigerbbs.com/174cfb55080b96346856b267d6c023ed\" tg-width=\"706\" tg-height=\"523\" referrerpolicy=\"no-referrer\">Advanced Micro Devices Inc. shares rose in the extended session Tuesday after the chip maker said data-center revenue more than doubled to fuel record quarterly sales, and increased its revenue forecast for the year.</p><p>“In the first quarter, data-center product revenue more than doubled year-over-year and represented a high teens percentage of our overall revenue,” said AMD&nbsp;Chief Executive Lisa Su on a call with analysts. “We expect data-center product revenue to grow significantly as we go through the year driven by our strong pipeline of new cloud, enterprise and [high-performance computing] wins.”</p><p>Sales from enterprise embedded and semi-custom chips — the unit that includes data-center and gaming-console revenue — nearly quadrupled to $1.35 billion, compared with $348 million a year ago. Analysts surveyed by FactSet expected $1.3 billion. Su’s comments about data-center revenue were helpful asAMD does not break out data-center sales from gaming sales.</p><p>“I think we saw actually strong signals in the first quarter that it would be a strong data-center year for us,” Su told analysts.</p><p>Last week, Intel Corp&nbsp;said the data-center market was in a“digestion phase,”contributing to a 20% drop in sales for data centers, yetanalysts pointed to increased competition from AMD and ARM Holdings PLC.</p><p>AMD reported first-quarter net income of $555 million, or 45 cents a share, compared with $162 million, or 14 cents a share, in the year-ago period. After adjusting for stock-based compensation and other factors, the Santa Clara, Calif.-based company reported earnings of 52 cents a share, compared with 18 cents a share in the year-ago period. Revenue rose to $3.45 billion from $1.79 billion in the year-ago quarter.</p><p>Analysts surveyed by FactSet had forecast adjusted earnings of 44 cents a share on revenue of $3.18 billion, and AMD projected between $3.1 billion and $3.3 billion.</p><p>AMD reported first-quarter sales of $2.1 billion for computing and graphics chips, up 46% from $1.44 billion last year, compared with analyst expectations of $1.89 billion.</p><p>Executives also increased AMD’s guidance for the full year, to a sales increase of about 50% from previous guidance of a roughly 37% increase. AMD reported revenue of $9.67 billion last year, suggesting sales of about $14.65 billion this year; analysts had been forecasting revenue of $13.46 billion, according to FactSet.</p><p>AMD expects second-quarter revenue of $3.5 billion to $3.7 billion, while analysts had been projecting $3.23 billion, according to FactSet.</p><p>Shares gained more than 3% in after-hours trading, following a 0.2% decline in the regular session to close at $85.21.</p><p>AMD’s strong earnings come amid a continuing shortage of microchips to sate demand from global industries, and the companies that make the silicon wafers that chip designs use, work to clear waiting lists that span several months.</p><p>More of how the chip sector is dealing with supply shortages will be revealed this week, with Qualcomm Inc.QCOM,-0.68%earnings on Wednesday and KLA Corp.KLAC,-1.58%earnings on Thursday.</p><p>Over the past 12 months, AMD shares have gained 51%. In comparison, the PHLX Semiconductor IndexSOX,-0.76%has gained 87%, the S&amp;P 500 index&nbsp;has risen 54%, and the tech-heavy Nasdaq Composite Index&nbsp;is up 61%.</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AMD":"美国超微公司"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1187199105","content_text":"AMD increases full-year revenue guidance after record quarterly sales, stock jumps more than 3% in extended sessionAdvanced Micro Devices Inc. shares rose in the extended session Tuesday after the chip maker said data-center revenue more than doubled to fuel record quarterly sales, and increased its revenue forecast for the year.“In the first quarter, data-center product revenue more than doubled year-over-year and represented a high teens percentage of our overall revenue,” said AMD Chief Executive Lisa Su on a call with analysts. “We expect data-center product revenue to grow significantly as we go through the year driven by our strong pipeline of new cloud, enterprise and [high-performance computing] wins.”Sales from enterprise embedded and semi-custom chips — the unit that includes data-center and gaming-console revenue — nearly quadrupled to $1.35 billion, compared with $348 million a year ago. Analysts surveyed by FactSet expected $1.3 billion. Su’s comments about data-center revenue were helpful asAMD does not break out data-center sales from gaming sales.“I think we saw actually strong signals in the first quarter that it would be a strong data-center year for us,” Su told analysts.Last week, Intel Corp said the data-center market was in a“digestion phase,”contributing to a 20% drop in sales for data centers, yetanalysts pointed to increased competition from AMD and ARM Holdings PLC.AMD reported first-quarter net income of $555 million, or 45 cents a share, compared with $162 million, or 14 cents a share, in the year-ago period. After adjusting for stock-based compensation and other factors, the Santa Clara, Calif.-based company reported earnings of 52 cents a share, compared with 18 cents a share in the year-ago period. Revenue rose to $3.45 billion from $1.79 billion in the year-ago quarter.Analysts surveyed by FactSet had forecast adjusted earnings of 44 cents a share on revenue of $3.18 billion, and AMD projected between $3.1 billion and $3.3 billion.AMD reported first-quarter sales of $2.1 billion for computing and graphics chips, up 46% from $1.44 billion last year, compared with analyst expectations of $1.89 billion.Executives also increased AMD’s guidance for the full year, to a sales increase of about 50% from previous guidance of a roughly 37% increase. AMD reported revenue of $9.67 billion last year, suggesting sales of about $14.65 billion this year; analysts had been forecasting revenue of $13.46 billion, according to FactSet.AMD expects second-quarter revenue of $3.5 billion to $3.7 billion, while analysts had been projecting $3.23 billion, according to FactSet.Shares gained more than 3% in after-hours trading, following a 0.2% decline in the regular session to close at $85.21.AMD’s strong earnings come amid a continuing shortage of microchips to sate demand from global industries, and the companies that make the silicon wafers that chip designs use, work to clear waiting lists that span several months.More of how the chip sector is dealing with supply shortages will be revealed this week, with Qualcomm Inc.QCOM,-0.68%earnings on Wednesday and KLA Corp.KLAC,-1.58%earnings on Thursday.Over the past 12 months, AMD shares have gained 51%. In comparison, the PHLX Semiconductor IndexSOX,-0.76%has gained 87%, the S&P 500 index has risen 54%, and the tech-heavy Nasdaq Composite Index is up 61%.","news_type":1},"isVote":1,"tweetType":1,"viewCount":291,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9011956576,"gmtCreate":1648808050609,"gmtModify":1676534402085,"author":{"id":"3566430460623704","authorId":"3566430460623704","name":"BabyGuinness","avatar":"https://static.tigerbbs.com/5344a9c73cbe4089d07b00bd68a652d4","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3566430460623704","authorIdStr":"3566430460623704"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/GEVO\">$Gevo(GEVO)$</a>Can it recover to before","listText":"<a href=\"https://ttm.financial/S/GEVO\">$Gevo(GEVO)$</a>Can it recover to before","text":"$Gevo(GEVO)$Can it recover to before","images":[{"img":"https://community-static.tradeup.com/news/8c08258398adbc9ecd5744f5981d9b4a","width":"1125","height":"3063"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":1,"link":"https://ttm.financial/post/9011956576","isVote":1,"tweetType":1,"viewCount":349,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":375204543,"gmtCreate":1619341934282,"gmtModify":1704722681134,"author":{"id":"3566430460623704","authorId":"3566430460623704","name":"BabyGuinness","avatar":"https://static.tigerbbs.com/5344a9c73cbe4089d07b00bd68a652d4","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3566430460623704","authorIdStr":"3566430460623704"},"themes":[],"htmlText":"Like n comment pls :)","listText":"Like n comment pls :)","text":"Like n comment pls :)","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":4,"repostSize":0,"link":"https://ttm.financial/post/375204543","repostId":"1132391349","repostType":4,"repost":{"id":"1132391349","kind":"news","pubTimestamp":1619341653,"share":"https://ttm.financial/m/news/1132391349?lang=&edition=fundamental","pubTime":"2021-04-25 17:07","market":"us","language":"en","title":"Li Auto: High Risk, High Reward Speculative Chinese EV Player","url":"https://stock-news.laohu8.com/highlight/detail?id=1132391349","media":"seekingalpha","summary":"Li Auto's delivery and revenue are growing exponentially.The company might not be able to sustain its growth with an EREV vehicle.Despite risks, LI is an attractive company for risk-tolerant investors.Li Auto  is a Chinese automobile company that was founded in 2015. The company, unlike its rivals Nio  and XPeng , focuses on EREV vehicles, or a combination of BEV  and an ICE  vehicles. The concept behind an EREV is that a vehicle runs on a battery until it runs out of energy, then a small engine","content":"<p><b>Summary</b></p>\n<ul>\n <li>Li Auto's delivery and revenue are growing exponentially.</li>\n <li>The company might not be able to sustain its growth with an EREV vehicle.</li>\n <li>Despite risks, LI is an attractive company for risk-tolerant investors.</li>\n</ul>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/57a6269e2104f12318ed1d1546de0b4f\" tg-width=\"768\" tg-height=\"512\"><span>Photo by jonathanfilskov-photography/iStock via Getty Images</span></p>\n<p>Li Auto (NASDAQ:LI) is a Chinese automobile company that was founded in 2015. The company, unlike its rivals Nio (NYSE:NIO) and XPeng (NYSE:XPEV), focuses on EREV vehicles, or a combination of BEV (Battery Electric Vehicle) and an ICE (Internal Combustion Engine) vehicles. The concept behind an EREV is that a vehicle runs on a battery until it runs out of energy, then a small engine creates energy for the electric motors using fossil fuels to significantly increase the vehicles' driving range. In other words, EREV is a vehicle that takes the best of BEV and ICE.</p>\n<p><b>Bull Thesis</b></p>\n<p>The world is in a transitory phase away from ICE vehicles to cleaner forms of transportation, and Li Auto is in a potential position to benefit from this movement. Here are reasons why:</p>\n<ol>\n <li><p>Li Auto's EREV vehicle is showing strong sales growth</p></li>\n <li><p>Li Auto's revenue growth and profitability potential is attractive</p></li>\n <li><p>Li Auto has a healthy balance sheet and attractive valuation compared to its competitors</p></li>\n</ol>\n<p><b>Bear Thesis</b></p>\n<p>All companies with exponential growth and amazing stories come at a risk, and Li Auto is no exception.</p>\n<ol>\n <li><p>The world will eventually move to complete electric vehicles or BEV, but Li Auto's transition from EREV to BEV might not be successful. Also, will customers continue to seek EREV vehicles if BEV vehicles' range significantly improves?</p></li>\n</ol>\n<p><b>Sales Growth</b></p>\n<p>Li Auto's vehicle, Li One's, sales data is growing at an unimaginable speed. Li Auto delivered&nbsp;32,624&nbsp;vehicles in 2020. Surprisingly, about 44% of the sales came from Q4 alone, which means that Li Auto's delivery is increasing significantly quarter over quarter. In 2021, Li Auto delivered&nbsp;5379&nbsp;vehicles in January,2300&nbsp;vehicles in February, and 4900 vehicles in March. In total, the company delivered 12579 vehicles for the quarter ending in March, which is about a 344% increase year over year. Also. because the management team estimated sales between&nbsp;10500 to 1150&nbsp;0vehicle deliveries in the first quarter, Li Auto proved that their EREV vehicle is still in high demand. Thus, Li Auto will most likely report great earnings and show strong revenue growth in 2021 as well.</p>\n<p><b>Li Auto's Growth</b></p>\n<p>Li Auto started selling its vehicle Li-One in late 2019, and Li Auto's revenue has been growing at an exponential rate since then.Li Auto had a revenue&nbsp;of 40.9 million dollars in December 2019 quarter. In the September 2020 quarter, Li Auto had revenue of 369.8 million dollars, and in December 2020 quarter, Li Auto had revenue of 635.3 million dollars.</p>\n<p><img src=\"https://static.tigerbbs.com/29b00f665fd99abd1f2effa9f0f6beda\" tg-width=\"635\" tg-height=\"403\"></p>\n<p>Li Auto's quarter-over-quarter revenue growth from the quarter ending in September to December in 2020 was 72%. On top of this,According to Yahoo Finance, Li Auto's 2021 full-year revenue estimate is about 2.9 billion dollars, which is up over 100% from 1.4 billion dollars in 2020 revenue. Li Auto's exponential growth cannot be denied. Revenues show that Li Auto is growing faster than XPeng and Nio at the moment, and if this trend can continue, Li Auto will be one of the best investments for investors.</p>\n<p>However, there is a problem. Li Auto's revenue growth was solely based on a single EREV vehicle while the world is transitioning to BEV vehicles. EREV vehicles do have advantages with longer range than BEV vehicles, but regulators and consumers will eventually move toward BEV vehicles. Also, in my opinion, Li Auto's most significant competitive advantage is the fact that its vehicle is an EREV, which means that customers are favoring Li One's long-range compared to its competitors. For example, according to&nbsp;Li Auto,Li-One has a range of 500 miles while Nio's ET7 has a range of&nbsp;310 miles and up to 435 miles. This is a significant risk. BEV vehicles' ranges are increasing significantly fast, which means that Li Auto's competitive advantage is decreasing. New batteries such as solid-state batteries will increase the range even further for BEV vehicles. This has the potential to dent Li Auto's sales. Also, once the company transitions to BEV vehicles, customers might migrate to Li Auto's competitors since the competitive advantage of being EREV disappeared. After all, the BEV vehicle market in China is ultra-competitive with multiple start-ups and traditional automakers. I believe this risk is going to be a problem for Li Auto until the company can prove that its BEV vehicles can retain similar sales as its EREV vehicles.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/e3ccf9dba33140a395eb7a7378d7eec4\" tg-width=\"598\" tg-height=\"270\"><span>Source - The picture shows a layout of an EREV vehicle</span></p>\n<p>On the bright side, Li Auto is closest to profitability among Nio and XPeng. Li Auto had a net income of&nbsp;16.5 million dollars&nbsp;in the quarter ending in December 2020 while&nbsp;Nio&nbsp;and XPeng lost 228.6 and 418.5 million dollars, respectively. Although Li Auto posted positive net income during the December quarter, the company is still expected to report a small amount of loss at about&nbsp;-0.06&nbsp;per share before reaching profitability in 2022. All in all, Li Auto seems to be managing its cost better than its competitors, while growing at a faster pace.</p>\n<p>Li Auto's ability to grow exponentially while being close to profitability is showing strong bullish signs for the company; however, questions of Li Auto's sustainability with EREV vehicles remain.</p>\n<p><b>Balance Sheet and Valuation</b></p>\n<p>Li Auto, in my opinion, has a very healthy balance sheet, and when considering that the company is growing at an exponential rate, the balance sheet seems even better. Li Auto has 4.3 billion dollars in cash and short-term investments with only 78 million dollars in long-term debt. Furthermore, the company's total liability to total asset ratio (L/S) is at only 18%. Considering that Li Auto is barely losing money, I think it's more than reasonable to say that Li Auto has a healthy balance sheet. If I were to address any concern in the balance sheet, it would be 213.3 million dollars in capital lease, but this will not be a significant problem for the company with its current growth.</p>\n<p>Li Auto also has a very attractive valuation compared to Nio and XPeng at 12.5 p/s ratios compared to Nio's 18.45 and XPeng's 13.63. Li Auto is trading cheaper than these companies with healthier balance sheets and stronger growth. However, Li Auto's cheaper valuation might be from the fact that the company is not selling BEV vehicles.</p>\n<p>I cannot deny that Li Auto's valuation in terms of p/s and its balance sheet is great; however, I think the EV industry as a whole is slightly overvalued. For example, Li Auto is expected to report&nbsp;0.18&nbsp;eps in 2022, which means that Li Auto is trading at about 111 times its 2022 earnings. Also, Nio and XPeng are not even expected to be profitable by 2022. I understand that earnings do not matter for these high-growth companies, but eventually, I think, earnings will matter, eventually.</p>\n<p><b>Conclusion</b></p>\n<p>Although I have more reasons to be bullish for Li Auto than being bearish, I am still doubtful. The revenue is indeed growing at an unimaginable pace, and it is also true that Li Auto has an attractive valuation compared to its competitors while having a healthier balance sheet. But, the uncertainty of sustainability of an EREV vehicle, and the demand for EREV as BEVs get better is troubling. Also, Li Auto's transition from EREV to BEV might not be as smooth as many investors are expecting. I will be cheering for Li Auto and wait until the company's management team provides clearer guidelines for BEV vehicles. Therefore, I believe that this company is perfect for risk-tolerant investors or investors seeking extremely high risk and high reward ratios. I would advise investors to be careful even when being optimistic about Li Auto's success.</p>","source":"seekingalpha","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Li Auto: High Risk, High Reward Speculative Chinese EV Player</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\">\nLi Auto: High Risk, High Reward Speculative Chinese EV Player\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-04-25 17:07 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4420970-li-auto-stock-high-risk-high-reward-speculative-chinese-ev-player><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Summary\n\nLi Auto's delivery and revenue are growing exponentially.\nThe company might not be able to sustain its growth with an EREV vehicle.\nDespite risks, LI is an attractive company for risk-...</p>\n\n<a href=\"https://seekingalpha.com/article/4420970-li-auto-stock-high-risk-high-reward-speculative-chinese-ev-player\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LI":"理想汽车"},"source_url":"https://seekingalpha.com/article/4420970-li-auto-stock-high-risk-high-reward-speculative-chinese-ev-player","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"1132391349","content_text":"Summary\n\nLi Auto's delivery and revenue are growing exponentially.\nThe company might not be able to sustain its growth with an EREV vehicle.\nDespite risks, LI is an attractive company for risk-tolerant investors.\n\nPhoto by jonathanfilskov-photography/iStock via Getty Images\nLi Auto (NASDAQ:LI) is a Chinese automobile company that was founded in 2015. The company, unlike its rivals Nio (NYSE:NIO) and XPeng (NYSE:XPEV), focuses on EREV vehicles, or a combination of BEV (Battery Electric Vehicle) and an ICE (Internal Combustion Engine) vehicles. The concept behind an EREV is that a vehicle runs on a battery until it runs out of energy, then a small engine creates energy for the electric motors using fossil fuels to significantly increase the vehicles' driving range. In other words, EREV is a vehicle that takes the best of BEV and ICE.\nBull Thesis\nThe world is in a transitory phase away from ICE vehicles to cleaner forms of transportation, and Li Auto is in a potential position to benefit from this movement. Here are reasons why:\n\nLi Auto's EREV vehicle is showing strong sales growth\nLi Auto's revenue growth and profitability potential is attractive\nLi Auto has a healthy balance sheet and attractive valuation compared to its competitors\n\nBear Thesis\nAll companies with exponential growth and amazing stories come at a risk, and Li Auto is no exception.\n\nThe world will eventually move to complete electric vehicles or BEV, but Li Auto's transition from EREV to BEV might not be successful. Also, will customers continue to seek EREV vehicles if BEV vehicles' range significantly improves?\n\nSales Growth\nLi Auto's vehicle, Li One's, sales data is growing at an unimaginable speed. Li Auto delivered 32,624 vehicles in 2020. Surprisingly, about 44% of the sales came from Q4 alone, which means that Li Auto's delivery is increasing significantly quarter over quarter. In 2021, Li Auto delivered 5379 vehicles in January,2300 vehicles in February, and 4900 vehicles in March. In total, the company delivered 12579 vehicles for the quarter ending in March, which is about a 344% increase year over year. Also. because the management team estimated sales between 10500 to 1150 0vehicle deliveries in the first quarter, Li Auto proved that their EREV vehicle is still in high demand. Thus, Li Auto will most likely report great earnings and show strong revenue growth in 2021 as well.\nLi Auto's Growth\nLi Auto started selling its vehicle Li-One in late 2019, and Li Auto's revenue has been growing at an exponential rate since then.Li Auto had a revenue of 40.9 million dollars in December 2019 quarter. In the September 2020 quarter, Li Auto had revenue of 369.8 million dollars, and in December 2020 quarter, Li Auto had revenue of 635.3 million dollars.\n\nLi Auto's quarter-over-quarter revenue growth from the quarter ending in September to December in 2020 was 72%. On top of this,According to Yahoo Finance, Li Auto's 2021 full-year revenue estimate is about 2.9 billion dollars, which is up over 100% from 1.4 billion dollars in 2020 revenue. Li Auto's exponential growth cannot be denied. Revenues show that Li Auto is growing faster than XPeng and Nio at the moment, and if this trend can continue, Li Auto will be one of the best investments for investors.\nHowever, there is a problem. Li Auto's revenue growth was solely based on a single EREV vehicle while the world is transitioning to BEV vehicles. EREV vehicles do have advantages with longer range than BEV vehicles, but regulators and consumers will eventually move toward BEV vehicles. Also, in my opinion, Li Auto's most significant competitive advantage is the fact that its vehicle is an EREV, which means that customers are favoring Li One's long-range compared to its competitors. For example, according to Li Auto,Li-One has a range of 500 miles while Nio's ET7 has a range of 310 miles and up to 435 miles. This is a significant risk. BEV vehicles' ranges are increasing significantly fast, which means that Li Auto's competitive advantage is decreasing. New batteries such as solid-state batteries will increase the range even further for BEV vehicles. This has the potential to dent Li Auto's sales. Also, once the company transitions to BEV vehicles, customers might migrate to Li Auto's competitors since the competitive advantage of being EREV disappeared. After all, the BEV vehicle market in China is ultra-competitive with multiple start-ups and traditional automakers. I believe this risk is going to be a problem for Li Auto until the company can prove that its BEV vehicles can retain similar sales as its EREV vehicles.\nSource - The picture shows a layout of an EREV vehicle\nOn the bright side, Li Auto is closest to profitability among Nio and XPeng. Li Auto had a net income of 16.5 million dollars in the quarter ending in December 2020 while Nio and XPeng lost 228.6 and 418.5 million dollars, respectively. Although Li Auto posted positive net income during the December quarter, the company is still expected to report a small amount of loss at about -0.06 per share before reaching profitability in 2022. All in all, Li Auto seems to be managing its cost better than its competitors, while growing at a faster pace.\nLi Auto's ability to grow exponentially while being close to profitability is showing strong bullish signs for the company; however, questions of Li Auto's sustainability with EREV vehicles remain.\nBalance Sheet and Valuation\nLi Auto, in my opinion, has a very healthy balance sheet, and when considering that the company is growing at an exponential rate, the balance sheet seems even better. Li Auto has 4.3 billion dollars in cash and short-term investments with only 78 million dollars in long-term debt. Furthermore, the company's total liability to total asset ratio (L/S) is at only 18%. Considering that Li Auto is barely losing money, I think it's more than reasonable to say that Li Auto has a healthy balance sheet. If I were to address any concern in the balance sheet, it would be 213.3 million dollars in capital lease, but this will not be a significant problem for the company with its current growth.\nLi Auto also has a very attractive valuation compared to Nio and XPeng at 12.5 p/s ratios compared to Nio's 18.45 and XPeng's 13.63. Li Auto is trading cheaper than these companies with healthier balance sheets and stronger growth. However, Li Auto's cheaper valuation might be from the fact that the company is not selling BEV vehicles.\nI cannot deny that Li Auto's valuation in terms of p/s and its balance sheet is great; however, I think the EV industry as a whole is slightly overvalued. For example, Li Auto is expected to report 0.18 eps in 2022, which means that Li Auto is trading at about 111 times its 2022 earnings. Also, Nio and XPeng are not even expected to be profitable by 2022. I understand that earnings do not matter for these high-growth companies, but eventually, I think, earnings will matter, eventually.\nConclusion\nAlthough I have more reasons to be bullish for Li Auto than being bearish, I am still doubtful. The revenue is indeed growing at an unimaginable pace, and it is also true that Li Auto has an attractive valuation compared to its competitors while having a healthier balance sheet. But, the uncertainty of sustainability of an EREV vehicle, and the demand for EREV as BEVs get better is troubling. Also, Li Auto's transition from EREV to BEV might not be as smooth as many investors are expecting. I will be cheering for Li Auto and wait until the company's management team provides clearer guidelines for BEV vehicles. Therefore, I believe that this company is perfect for risk-tolerant investors or investors seeking extremely high risk and high reward ratios. I would advise investors to be careful even when being optimistic about Li Auto's success.","news_type":1},"isVote":1,"tweetType":1,"viewCount":76,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":317985669,"gmtCreate":1612407071451,"gmtModify":1704870745166,"author":{"id":"3566430460623704","authorId":"3566430460623704","name":"BabyGuinness","avatar":"https://static.tigerbbs.com/5344a9c73cbe4089d07b00bd68a652d4","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3566430460623704","authorIdStr":"3566430460623704"},"themes":[],"htmlText":"Been following most of them on my watchlist!","listText":"Been following most of them on my watchlist!","text":"Been following most of them on my watchlist!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":4,"repostSize":0,"link":"https://ttm.financial/post/317985669","repostId":"1140015602","repostType":4,"repost":{"id":"1140015602","kind":"news","pubTimestamp":1612406760,"share":"https://ttm.financial/m/news/1140015602?lang=&edition=fundamental","pubTime":"2021-02-04 10:46","market":"us","language":"en","title":"These S&P 500 stocks have had the biggest increases in ‘buy’ ratings so far this year","url":"https://stock-news.laohu8.com/highlight/detail?id=1140015602","media":"marketwatch","summary":"Traders in the stock market can take advantage of special situations to exploit sentiment and moment","content":"<p>Traders in the stock market can take advantage of special situations to exploit sentiment and momentum and make quick profits — if they are quick enough or lucky enough. But over the long haul, investors have profited by holding shares of companies that increase sales, earnings and cash flow. And the resulting increases in analysts’ ratings can help lift stock prices.</p>\n<p>Below is a list of stocks among the S&amp;P 500SPX,+0.10%that have had the biggest increases in “buy” or equivalent ratings this year among analysts polled by FactSet. An upgrade may mean a stock has fallen enough so that an analyst believes it has become a compelling value. Or it may mean that something has changed for the better in the company’s business or industry. Or it could be a combination these and other factors.</p>\n<p>A focus on the positive side of the ratings action makes sense. Analysts working for brokerage firms — those that provide recommendations to investor clients — are separated from the firms’ business groups that generate fees by providing various services to some of the same companies the analysts cover. But there is still a far greater tendency for these so-called sell-side analysts to assign “buy” or equivalent “overweight” ratings than “sell” or equivalent “underweight” ratings.</p>\n<p>Among the S&amp;P 500, 270 companies have majority “buy” or equivalent ratings among analysts polled by FactSet, but only two (American Airlines Group Inc.AAL,+6.09%and Lumen Technologies Inc.LUMN,+2.44%) have majority “sell” or equivalent ratings.</p>\n<p>An increase in the number of “buy” ratings doesn’t necessarily mean all the new “buys” resulted from upgrades. The number of analysts covering any one company often changes. An analyst might initiate coverage with a “buy” rating. Brokerage firms often add or drop coverage of companies or even entire industries because of staff changes or reallocation of resources.</p>\n<p>Biggest increases in ‘buy’ ratings</p>\n<p>Here’s a list of 22 companies among the S&amp;P 500 that now have at least three more “buy” ratings than they did at the end of 2020:</p>\n<table>\n <thead>\n  <tr>\n   <th>COMPANY</th>\n   <th>TICKER</th>\n   <th>CHANGE IN NUMBER OF BUY RATINGS</th>\n   <th>BUY RATINGS - NOW</th>\n   <th>BUY RATINGS - DEC. 31</th>\n   <th>% BUY RATINGS</th>\n   <th>TOTAL RATINGS - NOW</th>\n   <th>TOTAL RATINGS - DEC. 31</th>\n   <th>CHANGE IN TOTAL RATINGS</th>\n  </tr>\n </thead>\n <tbody>\n  <tr>\n   <td>CONOCOPHILLIPS</td>\n   <td>COP</td>\n   <td>5</td>\n   <td>27</td>\n   <td>22</td>\n   <td>96%</td>\n   <td>28</td>\n   <td>24</td>\n   <td>4</td>\n  </tr>\n  <tr>\n   <td>Chevron Corp.</td>\n   <td>CVX</td>\n   <td>5</td>\n   <td>19</td>\n   <td>14</td>\n   <td>68%</td>\n   <td>28</td>\n   <td>25</td>\n   <td>3</td>\n  </tr>\n  <tr>\n   <td>Intel Corp.</td>\n   <td>INTC</td>\n   <td>5</td>\n   <td>15</td>\n   <td>10</td>\n   <td>38%</td>\n   <td>40</td>\n   <td>38</td>\n   <td>2</td>\n  </tr>\n  <tr>\n   <td>PayPal Holdings Inc.</td>\n   <td>PYPL</td>\n   <td>4</td>\n   <td>39</td>\n   <td>35</td>\n   <td>81%</td>\n   <td>48</td>\n   <td>45</td>\n   <td>3</td>\n  </tr>\n  <tr>\n   <td>WestRock Co.</td>\n   <td>WRK</td>\n   <td>4</td>\n   <td>12</td>\n   <td>8</td>\n   <td>71%</td>\n   <td>17</td>\n   <td>13</td>\n   <td>4</td>\n  </tr>\n  <tr>\n   <td>Wells Fargo &amp; Co.</td>\n   <td>WFC</td>\n   <td>4</td>\n   <td>17</td>\n   <td>13</td>\n   <td>63%</td>\n   <td>27</td>\n   <td>27</td>\n   <td>0</td>\n  </tr>\n  <tr>\n   <td>CenterPoint Energy Inc.</td>\n   <td>CNP</td>\n   <td>4</td>\n   <td>11</td>\n   <td>7</td>\n   <td>61%</td>\n   <td>18</td>\n   <td>17</td>\n   <td>1</td>\n  </tr>\n  <tr>\n   <td>Pioneer Natural Resources Co.</td>\n   <td>PXD</td>\n   <td>3</td>\n   <td>32</td>\n   <td>29</td>\n   <td>94%</td>\n   <td>34</td>\n   <td>31</td>\n   <td>3</td>\n  </tr>\n  <tr>\n   <td>Activision Blizzard Inc.</td>\n   <td>ATVI</td>\n   <td>3</td>\n   <td>28</td>\n   <td>25</td>\n   <td>82%</td>\n   <td>34</td>\n   <td>31</td>\n   <td>3</td>\n  </tr>\n  <tr>\n   <td>Regeneron Pharmaceuticals Inc.</td>\n   <td>REGN</td>\n   <td>3</td>\n   <td>18</td>\n   <td>15</td>\n   <td>67%</td>\n   <td>27</td>\n   <td>26</td>\n   <td>1</td>\n  </tr>\n  <tr>\n   <td>Dominion Energy Inc.</td>\n   <td>D</td>\n   <td>3</td>\n   <td>11</td>\n   <td>8</td>\n   <td>65%</td>\n   <td>17</td>\n   <td>17</td>\n   <td>0</td>\n  </tr>\n  <tr>\n   <td>PPG Industries Inc.</td>\n   <td>PPG</td>\n   <td>3</td>\n   <td>17</td>\n   <td>14</td>\n   <td>63%</td>\n   <td>27</td>\n   <td>27</td>\n   <td>0</td>\n  </tr>\n  <tr>\n   <td>Electronic Arts Inc.</td>\n   <td>EA</td>\n   <td>3</td>\n   <td>20</td>\n   <td>17</td>\n   <td>63%</td>\n   <td>32</td>\n   <td>28</td>\n   <td>4</td>\n  </tr>\n  <tr>\n   <td>NOV Inc.</td>\n   <td>NOV</td>\n   <td>3</td>\n   <td>14</td>\n   <td>11</td>\n   <td>58%</td>\n   <td>24</td>\n   <td>25</td>\n   <td>-1</td>\n  </tr>\n  <tr>\n   <td>Corning Inc</td>\n   <td>GLW</td>\n   <td>3</td>\n   <td>8</td>\n   <td>5</td>\n   <td>57%</td>\n   <td>14</td>\n   <td>13</td>\n   <td>1</td>\n  </tr>\n  <tr>\n   <td>Chipotle Mexican Grill Inc.</td>\n   <td>CMG</td>\n   <td>3</td>\n   <td>19</td>\n   <td>16</td>\n   <td>54%</td>\n   <td>35</td>\n   <td>33</td>\n   <td>2</td>\n  </tr>\n  <tr>\n   <td>Emerson Electric Co.</td>\n   <td>EMR</td>\n   <td>3</td>\n   <td>13</td>\n   <td>10</td>\n   <td>54%</td>\n   <td>24</td>\n   <td>25</td>\n   <td>-1</td>\n  </tr>\n  <tr>\n   <td>Expedia Group Inc.</td>\n   <td>EXPE</td>\n   <td>3</td>\n   <td>14</td>\n   <td>11</td>\n   <td>45%</td>\n   <td>31</td>\n   <td>32</td>\n   <td>-1</td>\n  </tr>\n  <tr>\n   <td>Marathon Oil Corp.</td>\n   <td>MRO</td>\n   <td>3</td>\n   <td>13</td>\n   <td>10</td>\n   <td>45%</td>\n   <td>29</td>\n   <td>30</td>\n   <td>-1</td>\n  </tr>\n  <tr>\n   <td>Exxon Mobil Corp.</td>\n   <td>XOM</td>\n   <td>3</td>\n   <td>10</td>\n   <td>7</td>\n   <td>36%</td>\n   <td>28</td>\n   <td>26</td>\n   <td>2</td>\n  </tr>\n  <tr>\n   <td>Equity Residential</td>\n   <td>EQR</td>\n   <td>3</td>\n   <td>6</td>\n   <td>3</td>\n   <td>27%</td>\n   <td>22</td>\n   <td>21</td>\n   <td>1</td>\n  </tr>\n  <tr>\n   <td>Illinois Tool Works Inc.</td>\n   <td>ITW</td>\n   <td>3</td>\n   <td>5</td>\n   <td>2</td>\n   <td>23%</td>\n   <td>22</td>\n   <td>22</td>\n   <td>0</td>\n  </tr>\n </tbody>\n</table>\n<p>FactSet</p>\n<p>The table is sorted in two ways — first by the increase in the number of “buy” ratings, but then by the current percentage of “buy” ratings. You will need to scroll the table to see all the data.</p>\n<p>So ConocoPhillipsCOP,+5.47%tops the list because it has five more “buy” ratings than it did on Dec. 31 and because 96% of analysts polled by FactSet currently rate the shares a “buy.”</p>\n<p>The second company on the list, Chevron Corp.CVX,+2.18%,has also had its number of “buy” ratings increase by five, but 68% of the analysts rate the stock a “buy.”</p>\n<p>Third on the list is Intel Corp.INTC,-0.55%,also with five additional “buy” ratings but with only 38% of analysts having a positive rating on the shares.</p>\n<p>Highest percentage ‘buy’ ratings</p>\n<p>Here’s a list of 21 S&amp;P 500 companies with the highest percentage of “buy” ratings among analysts polled by FactSet:</p>\n<table>\n <thead>\n  <tr>\n   <th>COMPANY</th>\n   <th>TICKER</th>\n   <th>% BUY RATINGS</th>\n   <th>CHANGE IN NUMBER OF BUY RATINGS</th>\n   <th>BUY RATINGS - NOW</th>\n   <th>BUY RATINGS - DEC. 31</th>\n   <th>TOTAL RATINGS - NOW</th>\n   <th>TOTAL RATINGS - DEC. 31</th>\n  </tr>\n </thead>\n <tbody>\n  <tr>\n   <td>ASSURANT INC.</td>\n   <td>AIZ</td>\n   <td>100%</td>\n   <td>0</td>\n   <td>5</td>\n   <td>5</td>\n   <td>5</td>\n   <td>5</td>\n  </tr>\n  <tr>\n   <td>Teledyne Technologies Inc.</td>\n   <td>TDY</td>\n   <td>100%</td>\n   <td>0</td>\n   <td>5</td>\n   <td>5</td>\n   <td>5</td>\n   <td>6</td>\n  </tr>\n  <tr>\n   <td>ConocoPhillips</td>\n   <td>COP</td>\n   <td>96%</td>\n   <td>5</td>\n   <td>27</td>\n   <td>22</td>\n   <td>28</td>\n   <td>24</td>\n  </tr>\n  <tr>\n   <td>Amazon.com Inc.</td>\n   <td>AMZN</td>\n   <td>96%</td>\n   <td>0</td>\n   <td>46</td>\n   <td>46</td>\n   <td>48</td>\n   <td>49</td>\n  </tr>\n  <tr>\n   <td>Phillips 66</td>\n   <td>PSX</td>\n   <td>95%</td>\n   <td>1</td>\n   <td>21</td>\n   <td>20</td>\n   <td>22</td>\n   <td>20</td>\n  </tr>\n  <tr>\n   <td>Pioneer Natural Resources Co.</td>\n   <td>PXD</td>\n   <td>94%</td>\n   <td>3</td>\n   <td>32</td>\n   <td>29</td>\n   <td>34</td>\n   <td>31</td>\n  </tr>\n  <tr>\n   <td>Alexandria Real Estate Equities Inc.</td>\n   <td>ARE</td>\n   <td>92%</td>\n   <td>1</td>\n   <td>11</td>\n   <td>10</td>\n   <td>12</td>\n   <td>12</td>\n  </tr>\n  <tr>\n   <td>Teleflex Inc.</td>\n   <td>TFX</td>\n   <td>92%</td>\n   <td>0</td>\n   <td>11</td>\n   <td>11</td>\n   <td>12</td>\n   <td>12</td>\n  </tr>\n  <tr>\n   <td>Diamondback Energy Inc.</td>\n   <td>FANG</td>\n   <td>91%</td>\n   <td>2</td>\n   <td>30</td>\n   <td>28</td>\n   <td>33</td>\n   <td>31</td>\n  </tr>\n  <tr>\n   <td>Alphabet Inc. Class A</td>\n   <td>GOOGL</td>\n   <td>91%</td>\n   <td>1</td>\n   <td>39</td>\n   <td>38</td>\n   <td>43</td>\n   <td>43</td>\n  </tr>\n  <tr>\n   <td>Microsoft Corp.</td>\n   <td>MSFT</td>\n   <td>91%</td>\n   <td>1</td>\n   <td>31</td>\n   <td>30</td>\n   <td>34</td>\n   <td>32</td>\n  </tr>\n  <tr>\n   <td>T-Mobile US Inc.</td>\n   <td>TMUS</td>\n   <td>90%</td>\n   <td>1</td>\n   <td>26</td>\n   <td>25</td>\n   <td>29</td>\n   <td>28</td>\n  </tr>\n  <tr>\n   <td>Howmet Aerospace Inc.</td>\n   <td>HWM</td>\n   <td>90%</td>\n   <td>0</td>\n   <td>9</td>\n   <td>9</td>\n   <td>10</td>\n   <td>11</td>\n  </tr>\n  <tr>\n   <td>Fiserv Inc.</td>\n   <td>FISV</td>\n   <td>89%</td>\n   <td>2</td>\n   <td>33</td>\n   <td>31</td>\n   <td>37</td>\n   <td>35</td>\n  </tr>\n  <tr>\n   <td>General Motors Co.</td>\n   <td>GM</td>\n   <td>89%</td>\n   <td>1</td>\n   <td>16</td>\n   <td>15</td>\n   <td>18</td>\n   <td>17</td>\n  </tr>\n  <tr>\n   <td>Laboratory Corp. of America Holdings</td>\n   <td>LH</td>\n   <td>89%</td>\n   <td>1</td>\n   <td>17</td>\n   <td>16</td>\n   <td>19</td>\n   <td>19</td>\n  </tr>\n  <tr>\n   <td>ServiceNow Inc.</td>\n   <td>NOW</td>\n   <td>88%</td>\n   <td>2</td>\n   <td>29</td>\n   <td>27</td>\n   <td>33</td>\n   <td>32</td>\n  </tr>\n  <tr>\n   <td>Nike Inc. Class B</td>\n   <td>NKE</td>\n   <td>88%</td>\n   <td>0</td>\n   <td>28</td>\n   <td>28</td>\n   <td>32</td>\n   <td>33</td>\n  </tr>\n  <tr>\n   <td>Etsy Inc.</td>\n   <td>ETSY</td>\n   <td>88%</td>\n   <td>-1</td>\n   <td>14</td>\n   <td>15</td>\n   <td>16</td>\n   <td>17</td>\n  </tr>\n  <tr>\n   <td>Jacobs Engineering Group Inc.</td>\n   <td>J</td>\n   <td>88%</td>\n   <td>-1</td>\n   <td>15</td>\n   <td>16</td>\n   <td>17</td>\n   <td>17</td>\n  </tr>\n  <tr>\n   <td>Cigna Corp.</td>\n   <td>CI</td>\n   <td>88%</td>\n   <td>-2</td>\n   <td>21</td>\n   <td>23</td>\n   <td>24</td>\n   <td>26</td>\n  </tr>\n </tbody>\n</table>\n<p>FactSet</p>\n<p>The bottom two, Jacobs Engineering Group Inc.J,+0.51%and Cigna Corp.CI,+0.74%are tied at 88%.</p>\n<p>The first two companies, Assurant Inc.AIZ,-0.19%and Teledyne Technologies Inc.TDY,-1.37%,haven’t gained any “buy” ratings since the end of 2020, however, Teledyne has one fewer total ratings, which is why it is now 100% buy-rated according to FactSet’s data.</p>\n<p>There are six companies involved with oil production or distribution on the first list and four on the second, showing analysts’ growing confidence in the oil price recovery.</p>\n<p>Amazon.com Inc.AMZN,-2.00%is fourth on the second list, with 96% “buy” ratings. The internet retail pioneer’s founder, Jeff Bezos, announced on Feb. 2 that he wouldstep down as CEOduring the third quarter, while remaining executive chair. Here’s a look athow well Amazon’s stock has performedsince it went public in May 1997.</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>These S&P 500 stocks have had the biggest increases in ‘buy’ ratings so far this year</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nThese S&P 500 stocks have had the biggest increases in ‘buy’ ratings so far this year\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-02-04 10:46 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.marketwatch.com/story/these-s-p-500-stocks-have-had-the-biggest-increases-in-buy-ratings-so-far-this-year-11612367383?mod=home-page><strong>marketwatch</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Traders in the stock market can take advantage of special situations to exploit sentiment and momentum and make quick profits — if they are quick enough or lucky enough. But over the long haul, ...</p>\n\n<a href=\"https://www.marketwatch.com/story/these-s-p-500-stocks-have-had-the-biggest-increases-in-buy-ratings-so-far-this-year-11612367383?mod=home-page\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{},"source_url":"https://www.marketwatch.com/story/these-s-p-500-stocks-have-had-the-biggest-increases-in-buy-ratings-so-far-this-year-11612367383?mod=home-page","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1140015602","content_text":"Traders in the stock market can take advantage of special situations to exploit sentiment and momentum and make quick profits — if they are quick enough or lucky enough. But over the long haul, investors have profited by holding shares of companies that increase sales, earnings and cash flow. And the resulting increases in analysts’ ratings can help lift stock prices.\nBelow is a list of stocks among the S&P 500SPX,+0.10%that have had the biggest increases in “buy” or equivalent ratings this year among analysts polled by FactSet. An upgrade may mean a stock has fallen enough so that an analyst believes it has become a compelling value. Or it may mean that something has changed for the better in the company’s business or industry. Or it could be a combination these and other factors.\nA focus on the positive side of the ratings action makes sense. Analysts working for brokerage firms — those that provide recommendations to investor clients — are separated from the firms’ business groups that generate fees by providing various services to some of the same companies the analysts cover. But there is still a far greater tendency for these so-called sell-side analysts to assign “buy” or equivalent “overweight” ratings than “sell” or equivalent “underweight” ratings.\nAmong the S&P 500, 270 companies have majority “buy” or equivalent ratings among analysts polled by FactSet, but only two (American Airlines Group Inc.AAL,+6.09%and Lumen Technologies Inc.LUMN,+2.44%) have majority “sell” or equivalent ratings.\nAn increase in the number of “buy” ratings doesn’t necessarily mean all the new “buys” resulted from upgrades. The number of analysts covering any one company often changes. An analyst might initiate coverage with a “buy” rating. Brokerage firms often add or drop coverage of companies or even entire industries because of staff changes or reallocation of resources.\nBiggest increases in ‘buy’ ratings\nHere’s a list of 22 companies among the S&P 500 that now have at least three more “buy” ratings than they did at the end of 2020:\n\n\n\nCOMPANY\nTICKER\nCHANGE IN NUMBER OF BUY RATINGS\nBUY RATINGS - NOW\nBUY RATINGS - DEC. 31\n% BUY RATINGS\nTOTAL RATINGS - NOW\nTOTAL RATINGS - DEC. 31\nCHANGE IN TOTAL RATINGS\n\n\n\n\nCONOCOPHILLIPS\nCOP\n5\n27\n22\n96%\n28\n24\n4\n\n\nChevron Corp.\nCVX\n5\n19\n14\n68%\n28\n25\n3\n\n\nIntel Corp.\nINTC\n5\n15\n10\n38%\n40\n38\n2\n\n\nPayPal Holdings Inc.\nPYPL\n4\n39\n35\n81%\n48\n45\n3\n\n\nWestRock Co.\nWRK\n4\n12\n8\n71%\n17\n13\n4\n\n\nWells Fargo & Co.\nWFC\n4\n17\n13\n63%\n27\n27\n0\n\n\nCenterPoint Energy Inc.\nCNP\n4\n11\n7\n61%\n18\n17\n1\n\n\nPioneer Natural Resources Co.\nPXD\n3\n32\n29\n94%\n34\n31\n3\n\n\nActivision Blizzard Inc.\nATVI\n3\n28\n25\n82%\n34\n31\n3\n\n\nRegeneron Pharmaceuticals Inc.\nREGN\n3\n18\n15\n67%\n27\n26\n1\n\n\nDominion Energy Inc.\nD\n3\n11\n8\n65%\n17\n17\n0\n\n\nPPG Industries Inc.\nPPG\n3\n17\n14\n63%\n27\n27\n0\n\n\nElectronic Arts Inc.\nEA\n3\n20\n17\n63%\n32\n28\n4\n\n\nNOV Inc.\nNOV\n3\n14\n11\n58%\n24\n25\n-1\n\n\nCorning Inc\nGLW\n3\n8\n5\n57%\n14\n13\n1\n\n\nChipotle Mexican Grill Inc.\nCMG\n3\n19\n16\n54%\n35\n33\n2\n\n\nEmerson Electric Co.\nEMR\n3\n13\n10\n54%\n24\n25\n-1\n\n\nExpedia Group Inc.\nEXPE\n3\n14\n11\n45%\n31\n32\n-1\n\n\nMarathon Oil Corp.\nMRO\n3\n13\n10\n45%\n29\n30\n-1\n\n\nExxon Mobil Corp.\nXOM\n3\n10\n7\n36%\n28\n26\n2\n\n\nEquity Residential\nEQR\n3\n6\n3\n27%\n22\n21\n1\n\n\nIllinois Tool Works Inc.\nITW\n3\n5\n2\n23%\n22\n22\n0\n\n\n\nFactSet\nThe table is sorted in two ways — first by the increase in the number of “buy” ratings, but then by the current percentage of “buy” ratings. You will need to scroll the table to see all the data.\nSo ConocoPhillipsCOP,+5.47%tops the list because it has five more “buy” ratings than it did on Dec. 31 and because 96% of analysts polled by FactSet currently rate the shares a “buy.”\nThe second company on the list, Chevron Corp.CVX,+2.18%,has also had its number of “buy” ratings increase by five, but 68% of the analysts rate the stock a “buy.”\nThird on the list is Intel Corp.INTC,-0.55%,also with five additional “buy” ratings but with only 38% of analysts having a positive rating on the shares.\nHighest percentage ‘buy’ ratings\nHere’s a list of 21 S&P 500 companies with the highest percentage of “buy” ratings among analysts polled by FactSet:\n\n\n\nCOMPANY\nTICKER\n% BUY RATINGS\nCHANGE IN NUMBER OF BUY RATINGS\nBUY RATINGS - NOW\nBUY RATINGS - DEC. 31\nTOTAL RATINGS - NOW\nTOTAL RATINGS - DEC. 31\n\n\n\n\nASSURANT INC.\nAIZ\n100%\n0\n5\n5\n5\n5\n\n\nTeledyne Technologies Inc.\nTDY\n100%\n0\n5\n5\n5\n6\n\n\nConocoPhillips\nCOP\n96%\n5\n27\n22\n28\n24\n\n\nAmazon.com Inc.\nAMZN\n96%\n0\n46\n46\n48\n49\n\n\nPhillips 66\nPSX\n95%\n1\n21\n20\n22\n20\n\n\nPioneer Natural Resources Co.\nPXD\n94%\n3\n32\n29\n34\n31\n\n\nAlexandria Real Estate Equities Inc.\nARE\n92%\n1\n11\n10\n12\n12\n\n\nTeleflex Inc.\nTFX\n92%\n0\n11\n11\n12\n12\n\n\nDiamondback Energy Inc.\nFANG\n91%\n2\n30\n28\n33\n31\n\n\nAlphabet Inc. Class A\nGOOGL\n91%\n1\n39\n38\n43\n43\n\n\nMicrosoft Corp.\nMSFT\n91%\n1\n31\n30\n34\n32\n\n\nT-Mobile US Inc.\nTMUS\n90%\n1\n26\n25\n29\n28\n\n\nHowmet Aerospace Inc.\nHWM\n90%\n0\n9\n9\n10\n11\n\n\nFiserv Inc.\nFISV\n89%\n2\n33\n31\n37\n35\n\n\nGeneral Motors Co.\nGM\n89%\n1\n16\n15\n18\n17\n\n\nLaboratory Corp. of America Holdings\nLH\n89%\n1\n17\n16\n19\n19\n\n\nServiceNow Inc.\nNOW\n88%\n2\n29\n27\n33\n32\n\n\nNike Inc. Class B\nNKE\n88%\n0\n28\n28\n32\n33\n\n\nEtsy Inc.\nETSY\n88%\n-1\n14\n15\n16\n17\n\n\nJacobs Engineering Group Inc.\nJ\n88%\n-1\n15\n16\n17\n17\n\n\nCigna Corp.\nCI\n88%\n-2\n21\n23\n24\n26\n\n\n\nFactSet\nThe bottom two, Jacobs Engineering Group Inc.J,+0.51%and Cigna Corp.CI,+0.74%are tied at 88%.\nThe first two companies, Assurant Inc.AIZ,-0.19%and Teledyne Technologies Inc.TDY,-1.37%,haven’t gained any “buy” ratings since the end of 2020, however, Teledyne has one fewer total ratings, which is why it is now 100% buy-rated according to FactSet’s data.\nThere are six companies involved with oil production or distribution on the first list and four on the second, showing analysts’ growing confidence in the oil price recovery.\nAmazon.com Inc.AMZN,-2.00%is fourth on the second list, with 96% “buy” ratings. The internet retail pioneer’s founder, Jeff Bezos, announced on Feb. 2 that he wouldstep down as CEOduring the third quarter, while remaining executive chair. Here’s a look athow well Amazon’s stock has performedsince it went public in May 1997.","news_type":1},"isVote":1,"tweetType":1,"viewCount":89,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3568042901804000","authorId":"3568042901804000","name":"beankim","avatar":"https://static.tigerbbs.com/7e86bf0ae7dd84473464d6af842304eb","crmLevel":8,"crmLevelSwitch":1,"idStr":"3568042901804000","authorIdStr":"3568042901804000"},"content":"amazing. good for you","text":"amazing. good for you","html":"amazing. good for you"}],"imageCount":0,"langContent":"EN","totalScore":0},{"id":375207054,"gmtCreate":1619341963978,"gmtModify":1704722681620,"author":{"id":"3566430460623704","authorId":"3566430460623704","name":"BabyGuinness","avatar":"https://static.tigerbbs.com/5344a9c73cbe4089d07b00bd68a652d4","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3566430460623704","authorIdStr":"3566430460623704"},"themes":[],"htmlText":"Like n comment pls!","listText":"Like n comment pls!","text":"Like n comment pls!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":3,"repostSize":0,"link":"https://ttm.financial/post/375207054","repostId":"2129636842","repostType":4,"repost":{"id":"2129636842","kind":"news","pubTimestamp":1619339753,"share":"https://ttm.financial/m/news/2129636842?lang=&edition=fundamental","pubTime":"2021-04-25 16:35","market":"us","language":"en","title":"Biggest QQQ Exodus Since 2000 Ups the Ante on Big Tech Earnings","url":"https://stock-news.laohu8.com/highlight/detail?id=2129636842","media":"Bloomberg","summary":"Tech ETF giant loses nearly $6 billion over five day periodAmazon, Apple, Microsoft due to report ea","content":"<ul><li>Tech ETF giant loses nearly $6 billion over five day period</li><li>Amazon, Apple, Microsoft due to report earnings next week</li></ul><p>Tech’s uninspired start to earnings season has investors dumping billions before the sector’s heavyweights report next week.</p><p>The $161 billion Invesco QQQ Trust Series 1 exchange-traded fund (ticker QQQ) has bled nearly $6 billion over the past five days in its worst stretch since the dot-com era of 2000, according to data compiled by Bloomberg. Tech has suffered this week after stay-at-home stalwart Netflix Inc. reported disappointing subscriber growth in the first quarter, helping drag QQQ to its first weekly drop in over a month.</p><p>After Netflix’s disastrous opening volley, the pressure is on the rest of the Faang block of megacap tech stocks to deliver, including Amazon.com Inc., Apple Inc. and Microsoft Corp., which are scheduled to release earnings next week. While the few tech companies that have already reported have surprised on earnings by 18% on average, their stock prices have barely moved in the following 24 hours, data compiled by Bloomberg show.</p><p><img src=\"https://static.tigerbbs.com/e3a41c7f5720215bdae6c23e1e8dbec6\" tg-width=\"1200\" tg-height=\"675\" referrerpolicy=\"no-referrer\"></p><p>“With earning season starting to heat up, especially for the tech sector next week, it is likely that the expectations for technology companies may be too high,” said James Pillow, managing director at Moors &amp; Cabot Inc. “It’s early still, but just look where the earnings surprises are coming from: materials, energy, and financials, all about 80% or higher. Money will follow performance -- and the performance is coming from those sectors.”</p><p>ETF flows reflect the shift. Financials-tracking ETFs have attracted $15.7 billion in inflows so far in 2021, while energy and materials funds have absorbed $14.4 billion and $4.9 billion, respectively. Meanwhile, tech ETFs have posted inflows of just $3.9 billion year-to-date, after QQQ alone took in $16.7 billion in 2020 -- the most since 2000.</p>","source":"lsy1584095487587","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Biggest QQQ Exodus Since 2000 Ups the Ante on Big Tech Earnings</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\">\nBiggest QQQ Exodus Since 2000 Ups the Ante on Big Tech Earnings\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-04-25 16:35 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.bloomberg.com/news/articles/2021-04-23/biggest-qqq-exodus-since-2000-ups-the-ante-on-big-tech-earnings?srnd=markets-vp><strong>Bloomberg</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Tech ETF giant loses nearly $6 billion over five day periodAmazon, Apple, Microsoft due to report earnings next weekTech’s uninspired start to earnings season has investors dumping billions before the...</p>\n\n<a href=\"https://www.bloomberg.com/news/articles/2021-04-23/biggest-qqq-exodus-since-2000-ups-the-ante-on-big-tech-earnings?srnd=markets-vp\">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","QQQ":"纳指100ETF","MSFT":"微软","AAPL":"苹果","NFLX":"奈飞",".IXIC":"NASDAQ Composite",".SPX":"S&P 500 Index","AMZN":"亚马逊"},"source_url":"https://www.bloomberg.com/news/articles/2021-04-23/biggest-qqq-exodus-since-2000-ups-the-ante-on-big-tech-earnings?srnd=markets-vp","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2129636842","content_text":"Tech ETF giant loses nearly $6 billion over five day periodAmazon, Apple, Microsoft due to report earnings next weekTech’s uninspired start to earnings season has investors dumping billions before the sector’s heavyweights report next week.The $161 billion Invesco QQQ Trust Series 1 exchange-traded fund (ticker QQQ) has bled nearly $6 billion over the past five days in its worst stretch since the dot-com era of 2000, according to data compiled by Bloomberg. Tech has suffered this week after stay-at-home stalwart Netflix Inc. reported disappointing subscriber growth in the first quarter, helping drag QQQ to its first weekly drop in over a month.After Netflix’s disastrous opening volley, the pressure is on the rest of the Faang block of megacap tech stocks to deliver, including Amazon.com Inc., Apple Inc. and Microsoft Corp., which are scheduled to release earnings next week. While the few tech companies that have already reported have surprised on earnings by 18% on average, their stock prices have barely moved in the following 24 hours, data compiled by Bloomberg show.“With earning season starting to heat up, especially for the tech sector next week, it is likely that the expectations for technology companies may be too high,” said James Pillow, managing director at Moors & Cabot Inc. “It’s early still, but just look where the earnings surprises are coming from: materials, energy, and financials, all about 80% or higher. Money will follow performance -- and the performance is coming from those sectors.”ETF flows reflect the shift. Financials-tracking ETFs have attracted $15.7 billion in inflows so far in 2021, while energy and materials funds have absorbed $14.4 billion and $4.9 billion, respectively. Meanwhile, tech ETFs have posted inflows of just $3.9 billion year-to-date, after QQQ alone took in $16.7 billion in 2020 -- the most since 2000.","news_type":1},"isVote":1,"tweetType":1,"viewCount":62,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":347514825,"gmtCreate":1618501255567,"gmtModify":1704711946036,"author":{"id":"3566430460623704","authorId":"3566430460623704","name":"BabyGuinness","avatar":"https://static.tigerbbs.com/5344a9c73cbe4089d07b00bd68a652d4","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3566430460623704","authorIdStr":"3566430460623704"},"themes":[],"htmlText":"Like n comment pls","listText":"Like n comment pls","text":"Like n comment pls","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":3,"repostSize":0,"link":"https://ttm.financial/post/347514825","repostId":"1153108819","repostType":4,"repost":{"id":"1153108819","kind":"news","pubTimestamp":1618497574,"share":"https://ttm.financial/m/news/1153108819?lang=&edition=fundamental","pubTime":"2021-04-15 22:39","market":"us","language":"en","title":"GameStop’s Shakeup Will Do Little to Alleviate Its Woes","url":"https://stock-news.laohu8.com/highlight/detail?id=1153108819","media":"InvestorPlace","summary":"GME stock's new leadership needs to get its priorities straight if it hopes to turn things around.Ga","content":"<blockquote>GME stock's new leadership needs to get its priorities straight if it hopes to turn things around.</blockquote><p>GameStoop fell about 7.5%&nbsp;in morning  trading.</p><p><img src=\"https://static.tigerbbs.com/48ede96d6233c7b39a789ae18b488344\" tg-width=\"708\" tg-height=\"500\" referrerpolicy=\"no-referrer\"></p><p>Video game retailer&nbsp;<b>GameStop</b>(NYSE:<b><u>GME</u></b>) is the most talked-about meme stock in recent memory. Thanks to a Reddit-induced short squeeze, it is one of the best-performing stocks in the past 12 months, with hardly any fundamentals to back that up. Despite a 40% drop in its price this month, it still trades more than 89 times its cash flows. What’s next for GME stock is anybody’s guess, but one thing is clear: the odds are heavily stacked against Gamestop in transforming its business.</p><p>A lot is riding on the induction ofChewy co-founder Ryan Cohenfor the company’s big e-commerce pivot. Under Cohen, the newly revamped board of directors is transforming the company from a retailer to a technology company. Global E-commerce saleshave shot up 191% in fiscal 2020, which shows its initiatives’ potential. However, nothing is a given with GameStop, considering its spotty track record. There are many holes in the company’s strategic plans, which should continue to impact its long-term outlook.</p><p><b>Cohen’s Transformative Plans</b></p><p>In an executive shakeup, GameStop named Ryan Cohen as its chairman. Cohen is known as an activist investor and the co-founder of pet supplies retailer Chewy.&nbsp; Hehad purchased a 10% stakein GameStop back in August last year and later increased it to 13%. In an SEC feeling in November, he talked about how the company needed to transform itself from a retailer to a tech company.</p><p>Naturally, Cohen has brought new leadership in executing his plans. However, to everyone’s surprise, the new appointments include marketers, customer care experts, web designers, and other IT professionals with little hands-on knowledge in the gaming industry. One would expect Cohen to introduce individuals with practical experience of the industry and well-versed with its developments.</p><p>More importantly, he seems to be missing the plot about how GameStop’s competition is incidentally its vendors. With the rising popularity of digital purchases, original equipment manufacturers (OEMs) are becoming less reliant on intermediary businesses. &nbsp;Therefore in many ways, the latest console upgrade cycle is likely to be significantly less profitable.</p><p>The last console upgrade cycle was back in 2013, where total global sales for its holiday periodwere at $3.15 billion. On the flip side, the holiday results for 2020 were at $1.7 billion, whichdecreased 3.1% compared to 2019. Hence, OEMs will continue to offer their content through their digital platforms, limiting GameStop and other related companies’ market share.</p><p><b>The Bottom Line on GME Stock</b></p><p>So where will the company go from here? I have no idea. The GameStop saga has arguably been one of the weirdest stock market stories in recent memory. It’s clear from a fundamental standpoint, though, that the stock is grossly overvalued.&nbsp; For example, its enterprise value to EBITDA ratio is more than 3,600% higher than the sector average. Moreover, its forward price to book ratio is also more than 375% higher than the sector average.</p><p>Many price targets for the stock are more than 70% lower than its current stock price. Moreover, the dispersal between its high and low estimates is more than $150 at this time. The reality is that if you factor in the risks associated with its business, its value is not even close to where it’s trading at this time.</p><p>GME stock has had a rollercoaster of a ride this year. However, it appears that it’s not exactly the mother of all short stocks at this point. Short interest as a % of the float was roughly 18% when it exceeded 100% in January. Moreover, its new chairman in Ryan Cohen seems to be missing the trick in understanding the company’s underlying problems. Therefore, it would be best for long and short sellers to steer clear of GME Stock.</p>","source":"lsy1606302653667","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>GameStop’s Shakeup Will Do Little to Alleviate Its Woes</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\">\nGameStop’s Shakeup Will Do Little to Alleviate Its Woes\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-04-15 22:39 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://investorplace.com/2021/04/gme-stock-shakeup-will-do-little-to-alleviate-its-woes/><strong>InvestorPlace</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>GME stock's new leadership needs to get its priorities straight if it hopes to turn things around.GameStoop fell about 7.5% in morning  trading.Video game retailer GameStop(NYSE:GME) is the most ...</p>\n\n<a href=\"https://investorplace.com/2021/04/gme-stock-shakeup-will-do-little-to-alleviate-its-woes/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"GME":"游戏驿站"},"source_url":"https://investorplace.com/2021/04/gme-stock-shakeup-will-do-little-to-alleviate-its-woes/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1153108819","content_text":"GME stock's new leadership needs to get its priorities straight if it hopes to turn things around.GameStoop fell about 7.5% in morning  trading.Video game retailer GameStop(NYSE:GME) is the most talked-about meme stock in recent memory. Thanks to a Reddit-induced short squeeze, it is one of the best-performing stocks in the past 12 months, with hardly any fundamentals to back that up. Despite a 40% drop in its price this month, it still trades more than 89 times its cash flows. What’s next for GME stock is anybody’s guess, but one thing is clear: the odds are heavily stacked against Gamestop in transforming its business.A lot is riding on the induction ofChewy co-founder Ryan Cohenfor the company’s big e-commerce pivot. Under Cohen, the newly revamped board of directors is transforming the company from a retailer to a technology company. Global E-commerce saleshave shot up 191% in fiscal 2020, which shows its initiatives’ potential. However, nothing is a given with GameStop, considering its spotty track record. There are many holes in the company’s strategic plans, which should continue to impact its long-term outlook.Cohen’s Transformative PlansIn an executive shakeup, GameStop named Ryan Cohen as its chairman. Cohen is known as an activist investor and the co-founder of pet supplies retailer Chewy.  Hehad purchased a 10% stakein GameStop back in August last year and later increased it to 13%. In an SEC feeling in November, he talked about how the company needed to transform itself from a retailer to a tech company.Naturally, Cohen has brought new leadership in executing his plans. However, to everyone’s surprise, the new appointments include marketers, customer care experts, web designers, and other IT professionals with little hands-on knowledge in the gaming industry. One would expect Cohen to introduce individuals with practical experience of the industry and well-versed with its developments.More importantly, he seems to be missing the plot about how GameStop’s competition is incidentally its vendors. With the rising popularity of digital purchases, original equipment manufacturers (OEMs) are becoming less reliant on intermediary businesses.  Therefore in many ways, the latest console upgrade cycle is likely to be significantly less profitable.The last console upgrade cycle was back in 2013, where total global sales for its holiday periodwere at $3.15 billion. On the flip side, the holiday results for 2020 were at $1.7 billion, whichdecreased 3.1% compared to 2019. Hence, OEMs will continue to offer their content through their digital platforms, limiting GameStop and other related companies’ market share.The Bottom Line on GME StockSo where will the company go from here? I have no idea. The GameStop saga has arguably been one of the weirdest stock market stories in recent memory. It’s clear from a fundamental standpoint, though, that the stock is grossly overvalued.  For example, its enterprise value to EBITDA ratio is more than 3,600% higher than the sector average. Moreover, its forward price to book ratio is also more than 375% higher than the sector average.Many price targets for the stock are more than 70% lower than its current stock price. Moreover, the dispersal between its high and low estimates is more than $150 at this time. The reality is that if you factor in the risks associated with its business, its value is not even close to where it’s trading at this time.GME stock has had a rollercoaster of a ride this year. However, it appears that it’s not exactly the mother of all short stocks at this point. Short interest as a % of the float was roughly 18% when it exceeded 100% in January. Moreover, its new chairman in Ryan Cohen seems to be missing the trick in understanding the company’s underlying problems. Therefore, it would be best for long and short sellers to steer clear of GME Stock.","news_type":1},"isVote":1,"tweetType":1,"viewCount":254,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":347515621,"gmtCreate":1618501209263,"gmtModify":1704711944580,"author":{"id":"3566430460623704","authorId":"3566430460623704","name":"BabyGuinness","avatar":"https://static.tigerbbs.com/5344a9c73cbe4089d07b00bd68a652d4","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3566430460623704","authorIdStr":"3566430460623704"},"themes":[],"htmlText":"Like n comment pls!","listText":"Like n comment pls!","text":"Like n comment pls!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":4,"repostSize":0,"link":"https://ttm.financial/post/347515621","repostId":"1149662624","repostType":4,"repost":{"id":"1149662624","kind":"news","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":1618500244,"share":"https://ttm.financial/m/news/1149662624?lang=&edition=fundamental","pubTime":"2021-04-15 23:24","market":"us","language":"en","title":"Blockchain stocks fell sharply in morning  trading","url":"https://stock-news.laohu8.com/highlight/detail?id=1149662624","media":"Tiger Newspress","summary":"(April 15) Blockchain stocks fell sharply in Thursday morning trading.Why should Coinbase's public o","content":"<p>(April 15)&nbsp;Blockchain stocks fell sharply in Thursday&nbsp;morning trading.</p><p><img src=\"https://static.tigerbbs.com/662e5f86840a67f9281f8677420ccc6a\" tg-width=\"312\" tg-height=\"365\" referrerpolicy=\"no-referrer\">Why should Coinbase's public offering trigger a wave of falling share prices among Bitcoin miners and others with a heavy interest in rising Bitcoin prices? After all, this event has been widely advertised as an important turning point in the history of cryptocurrencies as a legit investment class. A well-heeled Coinbase could act as a stabilizing force in this volatile market and help traditional investors find their way into this new idea.</p><p>The new stock surged more than 30% higher on day one, briefly touching a $100 billion market capitalization. This IPO checked all the boxes that were expected to support the generally positive pricing momentum for Bitcoin, Ethereum, and other leading crypto names. All of that should be good news for crypto miners and investors, too.</p><p>That stabilizing effect can be bad news for some of the highest fliers in the cryptocurrency market, though. Marathon's stock has gained 9,600% over the last year, while Riot Blockchain soared 4,800% higher. Their massive gains were built around the idea of skyrocketing Bitcoin prices for the foreseeable future.</p><p>A Bitcoin market with more influence from steady hands like a well-funded Coinbase may be good for the cryptocurrency's long-term value, but with less exciting gains in the near term. The same speculators who drove these stocks to the moon in recent months are reconsidering their tactics at this market crossroads.</p><p>Coinbase raised nearly $3 billion in Wednesday's direct listing, bolstering a balance sheet that held just $4.9 billion of cash equivalents at the end of 2020. Most of that cash balance consisted of customers' custodial funds, which limits what Coinbase can do with it. The IPO may turn out to be a game-changing moment in the market history of cryptocurrencies.</p><p>That should be an exciting thought for long-term investors who expect Bitcoin and other digital currencies to become a standard form of value storage, much like gold or government bonds are today. It could also be terrifying for short-sighted speculators who make their living onextreme volatility.</p><p>Personally, I'm starting to think of my modest cryptocurrency holdings as serious long-term investments. Coinbase didn't drive me to that conclusion all by itself, but this IPO played a significant part in my thought process. You cantake a deep dive into how the crypto market worksbefore you make up your own mind.</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>Blockchain stocks fell sharply in morning  trading</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nBlockchain stocks fell sharply in morning  trading\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time\">2021-04-15 23:24</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>(April 15)&nbsp;Blockchain stocks fell sharply in Thursday&nbsp;morning trading.</p><p><img src=\"https://static.tigerbbs.com/662e5f86840a67f9281f8677420ccc6a\" tg-width=\"312\" tg-height=\"365\" referrerpolicy=\"no-referrer\">Why should Coinbase's public offering trigger a wave of falling share prices among Bitcoin miners and others with a heavy interest in rising Bitcoin prices? After all, this event has been widely advertised as an important turning point in the history of cryptocurrencies as a legit investment class. A well-heeled Coinbase could act as a stabilizing force in this volatile market and help traditional investors find their way into this new idea.</p><p>The new stock surged more than 30% higher on day one, briefly touching a $100 billion market capitalization. This IPO checked all the boxes that were expected to support the generally positive pricing momentum for Bitcoin, Ethereum, and other leading crypto names. All of that should be good news for crypto miners and investors, too.</p><p>That stabilizing effect can be bad news for some of the highest fliers in the cryptocurrency market, though. Marathon's stock has gained 9,600% over the last year, while Riot Blockchain soared 4,800% higher. Their massive gains were built around the idea of skyrocketing Bitcoin prices for the foreseeable future.</p><p>A Bitcoin market with more influence from steady hands like a well-funded Coinbase may be good for the cryptocurrency's long-term value, but with less exciting gains in the near term. The same speculators who drove these stocks to the moon in recent months are reconsidering their tactics at this market crossroads.</p><p>Coinbase raised nearly $3 billion in Wednesday's direct listing, bolstering a balance sheet that held just $4.9 billion of cash equivalents at the end of 2020. Most of that cash balance consisted of customers' custodial funds, which limits what Coinbase can do with it. The IPO may turn out to be a game-changing moment in the market history of cryptocurrencies.</p><p>That should be an exciting thought for long-term investors who expect Bitcoin and other digital currencies to become a standard form of value storage, much like gold or government bonds are today. It could also be terrifying for short-sighted speculators who make their living onextreme volatility.</p><p>Personally, I'm starting to think of my modest cryptocurrency holdings as serious long-term investments. Coinbase didn't drive me to that conclusion all by itself, but this IPO played a significant part in my thought process. You cantake a deep dive into how the crypto market worksbefore you make up your own mind.</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"EBON":"亿邦国际","SOS":"SOS Limited","MARA":"MARA Holdings","BTBT":"Bit Digital, Inc.","RIOT":"Riot Platforms","BTCM":"BIT Mining","XNET":"迅雷"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1149662624","content_text":"(April 15) Blockchain stocks fell sharply in Thursday morning trading.Why should Coinbase's public offering trigger a wave of falling share prices among Bitcoin miners and others with a heavy interest in rising Bitcoin prices? After all, this event has been widely advertised as an important turning point in the history of cryptocurrencies as a legit investment class. A well-heeled Coinbase could act as a stabilizing force in this volatile market and help traditional investors find their way into this new idea.The new stock surged more than 30% higher on day one, briefly touching a $100 billion market capitalization. This IPO checked all the boxes that were expected to support the generally positive pricing momentum for Bitcoin, Ethereum, and other leading crypto names. All of that should be good news for crypto miners and investors, too.That stabilizing effect can be bad news for some of the highest fliers in the cryptocurrency market, though. Marathon's stock has gained 9,600% over the last year, while Riot Blockchain soared 4,800% higher. Their massive gains were built around the idea of skyrocketing Bitcoin prices for the foreseeable future.A Bitcoin market with more influence from steady hands like a well-funded Coinbase may be good for the cryptocurrency's long-term value, but with less exciting gains in the near term. The same speculators who drove these stocks to the moon in recent months are reconsidering their tactics at this market crossroads.Coinbase raised nearly $3 billion in Wednesday's direct listing, bolstering a balance sheet that held just $4.9 billion of cash equivalents at the end of 2020. Most of that cash balance consisted of customers' custodial funds, which limits what Coinbase can do with it. The IPO may turn out to be a game-changing moment in the market history of cryptocurrencies.That should be an exciting thought for long-term investors who expect Bitcoin and other digital currencies to become a standard form of value storage, much like gold or government bonds are today. It could also be terrifying for short-sighted speculators who make their living onextreme volatility.Personally, I'm starting to think of my modest cryptocurrency holdings as serious long-term investments. Coinbase didn't drive me to that conclusion all by itself, but this IPO played a significant part in my thought process. You cantake a deep dive into how the crypto market worksbefore you make up your own mind.","news_type":1},"isVote":1,"tweetType":1,"viewCount":327,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":375204684,"gmtCreate":1619341905748,"gmtModify":1704722680648,"author":{"id":"3566430460623704","authorId":"3566430460623704","name":"BabyGuinness","avatar":"https://static.tigerbbs.com/5344a9c73cbe4089d07b00bd68a652d4","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3566430460623704","authorIdStr":"3566430460623704"},"themes":[],"htmlText":"Like n comment please :)","listText":"Like n comment please :)","text":"Like n comment please :)","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/375204684","repostId":"1184404050","repostType":4,"repost":{"id":"1184404050","kind":"news","pubTimestamp":1619319329,"share":"https://ttm.financial/m/news/1184404050?lang=&edition=fundamental","pubTime":"2021-04-25 10:55","market":"us","language":"en","title":"What to watch in the markets this week","url":"https://stock-news.laohu8.com/highlight/detail?id=1184404050","media":"CNBC","summary":"The last week of April will be extremely busy for markets with a third of the S&P 500 reporting earnings, a Federal Reserve meeting, and new spending and tax proposals from the White House.Big Tech is a highlight of the earnings calendar, with Apple, Microsoft, Amazon, Facebook and Alphabet all releasing results.The Fed is not expected to take any action, but economists expect it to defend its policy to let inflation run hot.There is some key data including first-quarter gross domestic product a","content":"<div>\n<p>KEY POINTSThe last week of April will be extremely busy for markets with a third of the S&P 500 reporting earnings, a Federal Reserve meeting, and new spending and tax proposals from the White House....</p>\n\n<a href=\"https://www.cnbc.com/2021/04/23/taxes-and-inflation-will-be-key-themes-for-markets-in-the-week-ahead.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>What to watch in the markets this week</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\">\nWhat to watch in the markets this week\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-04-25 10:55 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.cnbc.com/2021/04/23/taxes-and-inflation-will-be-key-themes-for-markets-in-the-week-ahead.html><strong>CNBC</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>KEY POINTSThe last week of April will be extremely busy for markets with a third of the S&P 500 reporting earnings, a Federal Reserve meeting, and new spending and tax proposals from the White House....</p>\n\n<a href=\"https://www.cnbc.com/2021/04/23/taxes-and-inflation-will-be-key-themes-for-markets-in-the-week-ahead.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".SPX":"S&P 500 Index","AMZN":"亚马逊",".IXIC":"NASDAQ Composite",".DJI":"道琼斯","GOOG":"谷歌","TSLA":"特斯拉","AAPL":"苹果","GOOGL":"谷歌A"},"source_url":"https://www.cnbc.com/2021/04/23/taxes-and-inflation-will-be-key-themes-for-markets-in-the-week-ahead.html","is_english":true,"share_image_url":"https://static.laohu8.com/72bb72e1b84c09fca865c6dcb1bbcd16","article_id":"1184404050","content_text":"KEY POINTSThe last week of April will be extremely busy for markets with a third of the S&P 500 reporting earnings, a Federal Reserve meeting, and new spending and tax proposals from the White House.Big Tech is a highlight of the earnings calendar, with Apple, Microsoft, Amazon, Facebook and Alphabet all releasing results.The Fed is not expected to take any action, but economists expect it to defend its policy to let inflation run hot.There is some key data including first-quarter gross domestic product and the Fed’s favorite inflation measure: the personal consumption expenditures deflator.The final week of April is going to be a busy one for markets with a Federal Reserve meeting and a deluge of earnings news.Hot topics in markets will continue to be inflation and taxes.President Joe Biden is expected to detail his “American Families Plan” and the tax increases to pay for it, including a much higher capital gains tax for the wealthy.The plan is the second part of his Build Back Better agenda and will include new spending proposals aimed at helping families. The president addresses a joint session of Congress Wednesday evening.It’s a huge week for earnings with about a third of the S&P 500 reporting, including Big Tech names, such as Apple,Microsoft,Alphabet and Amazon.As many have already done, firms like Boeing, Ford,Caterpillar and McDonald’s, are likely to detail cost pressures they are facing from rising materials and transportation costs and supply chain disruptions.At the same time, the Fed is expected to defend its policy of letting inflation run hot, while assuring markets it sees the pick-up in prices as only temporary. The central bank meets on Tuesday and Wednesday.The central bank takes the main stage“I think the Fed would like not to be a feature next week, but the Fed will be forced from the background because of concerns about inflation,” said Diane Swonk, chief economist at Grant Thornton.The central bank is not expected to make any policy moves, but Fed Chairman Jerome Powell’s press briefing following the meeting Wednesday will be closely watched.So far, the barrage of earnings news has been positive, with 86% of companies reporting earnings beats. Corporate profits are expected to be up about 33.9% for the first quarter, based on estimates and actual reports, according to Refinitiv. Revenues are about 9.9% higher.There is important inflation data Friday when the Fed’s preferred inflation gauge is reported.The personal consumption expenditure report is expected to show a 1.8% rise in core inflation, still below the Fed’s target of 2%. Other data releases include the first-quarter gross domestic product on Thursday, which is expected to have grown by 6.5%, according to Dow Jones.“I think the Fed has no urgency to shift monetary policy at this point,” said Ian Lyngen, head of U.S. rates strategy at BMO. “The Fed needs to acknowledge that the data is improving. We had a strong first quarter.”“The Fed needs to acknowledge that but at the same time they’re keeping extremely accommodative policy in place, so they’ll have to make a note to the fact that the easy policy is warranted,” he said.Lyngen said the Fed will likely point to continued concerns about the pandemic globally as a potential risk to the economic recovery.Powell is also expected to once more explain that the Fed will let inflation rise above its 2% target for a period of time before it raises rates so that the economy can have more time to heal. “It’s going to be a challenge for the Fed,” said Swonk.The base effects for the next several months will make inflation appear to have jumped sharply because of the comparison to a weak period last year. The consumer price index for April could be above 3%, compared to 2.6% last month, Swonk added.“The Fed is trying to let a lot more people get out onto the dance floor before it calls ‘last call,’” she said. “Really what Powell has been saying since day one is if we take care of people on the margins and bring them back into the labor force, the rest will take care of itself.”Stocks were slightly lower in the past week, and Treasury yields held at lower levels. The 10-year yield,which moves opposite price, was at 1.55% Friday.The S&P 500was down 0.1%, ending the week at 4,180, while Nasdaq Composite was down nearly 0.3% at 14,016. The Dow was off just shy of 0.5% at 34,043.Tax hike prospectsStocks were hit hard on Thursday when after a news report said that Biden is expected to propose a capital gains tax rate of 39.6% for people earning more than $1 million a year.Combined with the 3.8% net investment income tax, the new levy would more than double the long term capital gains rate of 20% or the richest Americans.Strategists said Biden is expected to propose raising the income tax rate for those earning more than $400,000.“I think a lot of people are starting to price in the risk there going to be a significant increase in both corporate and capital gains taxes,” said Lyngen.So far, companies have not provided much in the way of commentary on the proposed hike in corporate taxes to 28% from 21% but they have been talking about other costs.David Bianco, chief investment strategist for the Americas at DWS, said he expects larger companies will do better dealing with supply chain constraints than smaller ones. Big Tech is also likely to fare better during the semiconductor shortage than auto makers, which have already announced production shutdowns, he said.“Next week is tech week. I think we’re going to get down on our knees and just be in awe of their business models and their ability to grow at a behemoth scale,” Bianco said.He said he’s not in favor of Wall Street’s popular trade into cyclicals and out of growth. He still favors growth.“We’re overweight equities really because we’re concerned about rising interest rates,” Bianco said. “I’m not bullish in that I expect the market to rise that much from here.”“We stuck with growth and dug deeper into bond substitutes, utilities, staples, real estate,” he said, adding he is underweight industrials, energy and materials. “Energy is doomed. It’s being nationalized via regulation. I do like industrials, they are well-run companies, but I do think infrastructure spending expectations for classic infrastructure are too high.”He also said industrials are good businesses, but the stocks have become overvalued.Bianco said he likes big box stores, but smaller retailers are facing big challenges that were already impacting them prior to Covid. He also finds small biotech firms attractive.“I like healthcare stocks. Those valuations are reasonable. People have been paranoid about politicians beating on them since 1992. They manage through it and lately they’ve been delivering,” he said.Week ahead calendarMondayEarnings:Tesla,Canadian National Railway, Canon,Check Point Software,Otis Worldwide, Vale,Ameriprise,NXP Semiconductor,Albertsons, Royal Phillips8:30 a.m. Durable goodsTuesdayFOMC begins two day meetingEarnings:Microsoft,Alphabet,Visa,Amgen,Advanced Micro Devices,3M,General Electric,Eli Lilly, Hasbro,United Parcel Service,BP,Novartis,JetBlue,Pultegroup,Archer Daniels Midland,Waste Management,Starbucks,Texas Instrument,Chubb,Mondelez,FireEye,Corning,Raytheon9:00 a.m. S&P/Case-Shiller9:00 a.m. FHFA home prices10:00 a.m. Consumer confidence10:00 a.m. Housing vacanciesWednesdayEarnings:Apple, Boeing,Facebook,Qualcomm,Ford,MGM Resorts,Humana,Norfolk Southern,General Dynamics,Boston Scientific, eBay, Samsung Electronics, GlaxoSmithKline,Yum Brands, SiriusXM, Aflac,Cheesecake Factory,Community Health System,CIT Group,Entergy,CME Group,Hess,Ryder System8:30 a.m. Advance economic indicators2:00 p.m. Fed statement2:30 p.m. Fed Chairman Jerome Powell briefingThursdayEarnings:Amazon,Caterpillar,McDonald’s,Twitter,Bristol-Myers Squibb,Comcast,Merck,Northrop Grumman, Airbus,Kraft Heinz,Intercontinental Exchange,Mastercard,Gilead Sciences,U.S. Steel, Cirrus Logic,Texas Roadhouse, Cabot Oil, PG&E,Royal Dutch Shell,Church & Dwight, Carlyle Group,Southern Co.8:30 a.m. Initial jobless claims8:30 a.m. Real GDP Q110:00 a.m. Pending home salesFridayEarnings:ExxonMobil,Chevron,Colgate-Palmolive,AstraZeneca,Clorox,Barclays, AbbVie, BNP Paribas,Weyerhaeuser,Illinois Tool Works, CBOE Global Markets, Lazard,Newell Brands,Aon,LyondellBasell,Pitney Bowes,Phillips 66,Charter Communications8:30 a.m. Personal income and spending8:30 a.m. Employment cost index Q19:45 a.m. Chicago PMI10:00 a.m. Consumer sentimentSaturdayEarnings:Berkshire Hathaway","news_type":1},"isVote":1,"tweetType":1,"viewCount":260,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":325189303,"gmtCreate":1615875265702,"gmtModify":1704787783840,"author":{"id":"3566430460623704","authorId":"3566430460623704","name":"BabyGuinness","avatar":"https://static.tigerbbs.com/5344a9c73cbe4089d07b00bd68a652d4","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3566430460623704","authorIdStr":"3566430460623704"},"themes":[],"htmlText":"Like and comment, please!&nbsp;","listText":"Like and comment, please!&nbsp;","text":"Like and comment, please!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/325189303","repostId":"1130756379","repostType":4,"repost":{"id":"1130756379","kind":"news","weMediaInfo":{"introduction":"Stock Market Quotes, Business News, Financial News, Trading Ideas, and Stock Research by Professionals","home_visible":0,"media_name":"Benzinga","id":"1052270027","head_image":"https://static.tigerbbs.com/d08bf7808052c0ca9deb4e944cae32aa"},"pubTimestamp":1615874416,"share":"https://ttm.financial/m/news/1130756379?lang=&edition=fundamental","pubTime":"2021-03-16 14:00","market":"us","language":"en","title":"Xpeng CEO Bought Shares In Rival Nio During 2019 Low","url":"https://stock-news.laohu8.com/highlight/detail?id=1130756379","media":"Benzinga","summary":"Chinese electric vehicle maker Xpeng Inc.’s CEO He Xiaopeng said he bought shares in rival startup N","content":"<p>Chinese electric vehicle maker&nbsp;<b>Xpeng Inc.’s</b>&nbsp;CEO He Xiaopeng said he bought shares in rival startup&nbsp;<b>Nio Limited</b>&nbsp;during the latter’s toughest time in 2019, cnEVpost&nbsp;reported&nbsp;Monday.</p>\n<p><b>What Happened:</b>The report quoted Xiaopeng as saying in an interview with CCTV that he purchased Nio stock in 2019 despite the opposition of his friends. The CEO also said he invested a total of $300 million in Xpeng at that time. cnEV post is a China-focused EV website.</p>\n<p>Xiaopeng reportedly said he backed Nio because the failure of companies like Xpeng and Nio would create a big problem for the group of electric car companies in China.</p>\n<p>Shares of Nio had fallen to as low as $1.19 in 2019, the worst year for the company, but rebounded in 2020 and rose to as high as about $67. Xiaopeng and others who invested in Nio in 2019 also gained massively from the company’s stock surge.</p>\n<p>Nio&nbsp;unveiled&nbsp;its first-ever sedan, named ET7, at the Nio Day event held in January this year. The company is taking aim at high-end competitors with the technology, performance and user experience features it announced.</p>\n<p><b>Why It Matters:</b>Homebred Chinese companies such as Xpeng, Nio and&nbsp;<b>Li Auto Inc.</b>&nbsp;as well as U.S.-based&nbsp;<b>Tesla Inc.</b>&nbsp;are vying for a piece of the lucrative Chinese EV market,which is the world’s largest.</p>\n<p>Tesla Inc’s Model 3 and Model Y were among the&nbsp;top vehicles by sales&nbsp;in China in February, according to data released by China Passenger Car Association.</p>\n<p>Chinese companies, including Nio, Li Auto and Xpeng, are now working on developing new electric vehicle technologies, including ultra-fast charging, next-generation computing platforms and autonomous driving technologies.</p>\n<p>Nio has also introduced innovative schemes such as Battery-as-a-Service and Autonomous Driving-as-a-Service that reduce costs for customers.</p>\n<p><b>Price Action:</b>Xpeng shares closed 0.6% higher on Monday at $35.37, but declined almost 0.3% in the after-hours session. Nio shares closed 1.3% lower at $44.93 and further declined almost 0.8% in the after-hours session.</p>\n<p></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>Xpeng CEO Bought Shares In Rival Nio During 2019 Low</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nXpeng CEO Bought Shares In Rival Nio During 2019 Low\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/d08bf7808052c0ca9deb4e944cae32aa);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Benzinga </p>\n<p class=\"h-time\">2021-03-16 14:00</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<p>Chinese electric vehicle maker&nbsp;<b>Xpeng Inc.’s</b>&nbsp;CEO He Xiaopeng said he bought shares in rival startup&nbsp;<b>Nio Limited</b>&nbsp;during the latter’s toughest time in 2019, cnEVpost&nbsp;reported&nbsp;Monday.</p>\n<p><b>What Happened:</b>The report quoted Xiaopeng as saying in an interview with CCTV that he purchased Nio stock in 2019 despite the opposition of his friends. The CEO also said he invested a total of $300 million in Xpeng at that time. cnEV post is a China-focused EV website.</p>\n<p>Xiaopeng reportedly said he backed Nio because the failure of companies like Xpeng and Nio would create a big problem for the group of electric car companies in China.</p>\n<p>Shares of Nio had fallen to as low as $1.19 in 2019, the worst year for the company, but rebounded in 2020 and rose to as high as about $67. Xiaopeng and others who invested in Nio in 2019 also gained massively from the company’s stock surge.</p>\n<p>Nio&nbsp;unveiled&nbsp;its first-ever sedan, named ET7, at the Nio Day event held in January this year. The company is taking aim at high-end competitors with the technology, performance and user experience features it announced.</p>\n<p><b>Why It Matters:</b>Homebred Chinese companies such as Xpeng, Nio and&nbsp;<b>Li Auto Inc.</b>&nbsp;as well as U.S.-based&nbsp;<b>Tesla Inc.</b>&nbsp;are vying for a piece of the lucrative Chinese EV market,which is the world’s largest.</p>\n<p>Tesla Inc’s Model 3 and Model Y were among the&nbsp;top vehicles by sales&nbsp;in China in February, according to data released by China Passenger Car Association.</p>\n<p>Chinese companies, including Nio, Li Auto and Xpeng, are now working on developing new electric vehicle technologies, including ultra-fast charging, next-generation computing platforms and autonomous driving technologies.</p>\n<p>Nio has also introduced innovative schemes such as Battery-as-a-Service and Autonomous Driving-as-a-Service that reduce costs for customers.</p>\n<p><b>Price Action:</b>Xpeng shares closed 0.6% higher on Monday at $35.37, but declined almost 0.3% in the after-hours session. Nio shares closed 1.3% lower at $44.93 and further declined almost 0.8% in the after-hours session.</p>\n<p></p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NIO":"蔚来","XPEV":"小鹏汽车"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1130756379","content_text":"Chinese electric vehicle maker Xpeng Inc.’s CEO He Xiaopeng said he bought shares in rival startup Nio Limited during the latter’s toughest time in 2019, cnEVpost reported Monday.\nWhat Happened:The report quoted Xiaopeng as saying in an interview with CCTV that he purchased Nio stock in 2019 despite the opposition of his friends. The CEO also said he invested a total of $300 million in Xpeng at that time. cnEV post is a China-focused EV website.\nXiaopeng reportedly said he backed Nio because the failure of companies like Xpeng and Nio would create a big problem for the group of electric car companies in China.\nShares of Nio had fallen to as low as $1.19 in 2019, the worst year for the company, but rebounded in 2020 and rose to as high as about $67. Xiaopeng and others who invested in Nio in 2019 also gained massively from the company’s stock surge.\nNio unveiled its first-ever sedan, named ET7, at the Nio Day event held in January this year. The company is taking aim at high-end competitors with the technology, performance and user experience features it announced.\nWhy It Matters:Homebred Chinese companies such as Xpeng, Nio and Li Auto Inc. as well as U.S.-based Tesla Inc. are vying for a piece of the lucrative Chinese EV market,which is the world’s largest.\nTesla Inc’s Model 3 and Model Y were among the top vehicles by sales in China in February, according to data released by China Passenger Car Association.\nChinese companies, including Nio, Li Auto and Xpeng, are now working on developing new electric vehicle technologies, including ultra-fast charging, next-generation computing platforms and autonomous driving technologies.\nNio has also introduced innovative schemes such as Battery-as-a-Service and Autonomous Driving-as-a-Service that reduce costs for customers.\nPrice Action:Xpeng shares closed 0.6% higher on Monday at $35.37, but declined almost 0.3% in the after-hours session. Nio shares closed 1.3% lower at $44.93 and further declined almost 0.8% in the after-hours session.","news_type":1},"isVote":1,"tweetType":1,"viewCount":98,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":130614771,"gmtCreate":1621533644093,"gmtModify":1704359237619,"author":{"id":"3566430460623704","authorId":"3566430460623704","name":"BabyGuinness","avatar":"https://static.tigerbbs.com/5344a9c73cbe4089d07b00bd68a652d4","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3566430460623704","authorIdStr":"3566430460623704"},"themes":[],"htmlText":"Agree//<a href=\"https://laohu8.com/U/3563367695654206\">@Hanhanwei</a>: Interesting article. I think both are great buys.&nbsp;","listText":"Agree//<a href=\"https://laohu8.com/U/3563367695654206\">@Hanhanwei</a>: Interesting article. I think both are great buys.&nbsp;","text":"Agree//@Hanhanwei: Interesting article. I think both are great buys.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":3,"repostSize":0,"link":"https://ttm.financial/post/130614771","repostId":"1189117782","repostType":4,"repost":{"id":"1189117782","kind":"news","pubTimestamp":1621351182,"share":"https://ttm.financial/m/news/1189117782?lang=&edition=fundamental","pubTime":"2021-05-18 23:19","market":"us","language":"en","title":"Apple Vs. Amazon: Which Stock Is The Better Buy","url":"https://stock-news.laohu8.com/highlight/detail?id=1189117782","media":"seekingalpha","summary":"The shares of both companies outperformed the broader indexes over five and ten year periods, but have faltered of late.Despite relatively rich valuations, growth prospects for each stock appear strong.However, I see one of the two as having a stronger long-term growth runway.Apple Inc.  and Amazon.com Inc.  rank among the top five companies in the world by market cap. While the two stocks beat the market over the last five and ten years, each lags the S&P 500 in 2021. Is this an indication the ","content":"<p><b>Summary</b></p>\n<ul>\n <li>The shares of both companies outperformed the broader indexes over five and ten year periods, but have faltered of late.</li>\n <li>Despite relatively rich valuations, growth prospects for each stock appear strong.</li>\n <li>However, I see one of the two as having a stronger long-term growth runway.</li>\n</ul>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/8bb49d385ec6d3044db2f4474cbb2c57\" tg-width=\"1536\" tg-height=\"1024\" referrerpolicy=\"no-referrer\"><span>Photo by MagioreStock/iStock Editorial via Getty Images</span></p>\n<p>Apple Inc. (AAPL) and Amazon.com Inc. (AMZN) rank among the top five companies in the world by market cap. While the two stocks beat the market over the last five and ten years, each lags the S&amp;P 500 in 2021. Is this an indication the stocks lost their mojo? After all, larger companies tend to grow at a slower pace, thereby weighing on the share price.</p>\n<p>Actually, there are a number of reasons to believe both businesses will flourish. In the case of Amazon, the COVID crisis spurred a membership increase in Prime, while the cloud continues to grow at a rapid pace, and the company’s digital ad revenues are experiencing marked growth.</p>\n<p>As for Apple, a new iPhone cycle is breaking records, the move to 5G appears to serve as a growth catalyst, and the firm’s subscriber services are also a source of continued growth.</p>\n<p><b>Apple’s Growth Catalysts</b></p>\n<p>Apple recorded a 54% increase in revenue for the latest quarter and a 110% surge in net income. Every single product line recorded double-digit growth, with iPhone sales increasing 65% year over year, Mac sales surging 70%, and iPad sales jumping nearly 79%.</p>\n<p>The question is, can growth continue?</p>\n<p>The answer is an indubitable yes, and the services category is one means by which the company can move forward. In 2017, Cook set a goal of doubling services revenue by the end of 2020. Last July, it was announced the company hit that target six months ahead of schedule.</p>\n<p>The latest quarterly report had services generating $16.9 billion. That marked the highest services revenue in Apple’s history, and also the fastest growth rate for services, at just under 27%, in over two years.</p>\n<p>Although products’ revenues were more than four times that of theservices, the latter category posted a gross margin of over 70%. In comparison, gross margin for products was 36.1%. Additionally, the revenue from services is less cyclical than that from products. Consequently, the services category can be expected to drive significant growth for the company.</p>\n<p>Furthermore, Apple now counts 660 million service subscribers, twice the number of subs recorded two and half years ago. The company is driving that growth through new offerings; for example, Apple Arcade added 30 new games, increasing the total to 180, and updated Apple Fitness+.</p>\n<p>In addition to the services setting new revenue and growth rates, Mac computers also set a new revenue record.</p>\n<blockquote>\n The last three quarters for Mac have been its best three quarters ever.\n</blockquote>\n<blockquote>\n Tim Cook,CEO\n</blockquote>\n<p>Investors can expect continued growth in Mac revenues in 2021. IDCforecaststhe PC market will grow 18.2% this year. That marks a 40% increase from the robust growth in personal computer sales witnessed in 2020.</p>\n<p>However, perhaps the greatest immediate growth driver lies in Apple's share of the 5G smartphone market. Research from Strategic AnalyticsestimatesApple captured over 30% of the 5G smartphone market in the first three months of 2020. IDC alsoprojectsa 35.6% CAGR for 5G smartphones through 2025.</p>\n<p>Now consider that since 2016, with the exception of 4Q 2020, Apple has held no more than 17.9% of the smartphone&nbsp;market&nbsp;during the beginning of a new cycle, and that its market share drops to less than 12% as each cycle slows.</p>\n<p>By perusing the following chart, you can see that should Apple’s dominance in 5G continue, it will lead to the company capturing a much larger share of the overall smartphone market, a very favorable outcome for investors.</p>\n<p><img src=\"https://static.tigerbbs.com/8e72212554512203a49b9cbb213dfcf8\" tg-width=\"1216\" tg-height=\"744\"></p>\n<p><b>Amazon’s Growth Drivers</b></p>\n<p>The following chart provides a clear picture of Amazon’s growth over the trailing twelve months.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/91210115ceb226aae26de479cd1d767f\" tg-width=\"1280\" tg-height=\"978\"><span>Source:Q1 21 Earnings Presentation</span></p>\n<p>Obviously, ecommerce is the foundation of Amazon’s business, and a sound argument can be made that Prime is now the cornerstone of that foundation. Since January of 2020, Prime added about 50 million new members globally and totals more than 200 million subscribers today.</p>\n<p>Prime drives ecommerce customer engagement and increases sales by a wide margin. For example, 74% of Prime&nbsp;subscribers&nbsp;buy a product online every few weeks, whereas those without a Prime membership only make an online purchase a few times a year.</p>\n<p>The average Prime&nbsp;member&nbsp;also spends $1400 per year versus $600 spent on ecommerce by non members. Therefore, it follows that the increased number of subscribers will drive greater ecommerce revenues.</p>\n<p>The company is also reinforcing its advantage in ecommerce through investments in its logistics network. Over the last four quarters, Amazon devoted $45.4 billion in&nbsp;capex, twice the sum spent in the previous twelve months. To place this in context, Walmart budgeted $14 billion for capex this year, and the $45 billion-plus capex budget exceeds the total annual&nbsp;revenues&nbsp;of all but the 72 largest US companies.</p>\n<p>It is important to note that although the firm is investing in a wide array of initiatives, the largest expenditures are devoted to increasing fulfillment capacity. During the Q4 earnings call, management noted the company’s logistics network&nbsp;increased&nbsp;by fifty percent in 2020.</p>\n<p>An example of the explosive growth of these assets can be found in the firm's investment in&nbsp;delivery&nbsp;stations. In 2019, Amazon had 159 delivery stations. That number ballooned to 337 at the end of 2020 and is expected to grow to 506 locations by year’s end.</p>\n<p>These metrics provide insights into the degree of vertical integration Amazon will soon achieve, and the advantages that will provide for the firm’s ecommerce segment.</p>\n<p>A second growth driver is Amazon’s advertising business. Although revenues from advertising are not divulged, management states that the Other category consists primarily of advertising revenues.</p>\n<p>Net sales from Other has more than doubled, from $10.1 billion in 2018, to nearly $21.5 billion in 2020. In the last earnings call of 2020, CFO Brain Olsavsky noted growth in Other revenue of 41% in Q2, 49% in Q3, and 64% in Q4 “that is primarily advertising.”</p>\n<p>Ecommerce channel advertising revenue will exceed $18 billion in 2021, and will equal around 80% of all spend on US ecommerce sites.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/76abb398645e756728ceabc48ec4a0ae\" tg-width=\"470\" tg-height=\"290\"><span>Source:Insider Intelligence</span></p>\n<p>Although advertising and subscription services are arguably underappreciated sources of Amazon’s potential, I believe the greatest source of growth will stem from AWS.</p>\n<p>The chart below provides data regarding growth prospects in the cloud market.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/cef232b99c6574bbdcded96ea37d17c4\" tg-width=\"650\" tg-height=\"405\"><span>Source:MarketsAndMarkets</span></p>\n<p>MarketsAndMarkets forecasts a CAGR of 14.2% for the cloud market from 2020 through 2025.</p>\n<p>The growth for cloud is not only assured, it is likely to continue for the foreseeable future. Furthermore, investors should understand the margin provided by cloud is much greater than that of most of the company’s businesses.</p>\n<p>That’s reflected in the fact that in FY 2020, AWS contributed approximately $13.5 billion in sales, or just 12.4% of total revenues; but the cloud segment provided 47% of Amazon’s operating income.</p>\n<p><b>Head-To-Head Comparisons</b></p>\n<p>The following chart provides a variety of valuation metrics. The PEG calculated at the 5 year expected rate.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/025be58d4547e9473b0bd572351c31ad\" tg-width=\"576\" tg-height=\"336\"><span>Source:Yahoo! Finance/ Chart by Author</span></p>\n<p>Aside from the forward P/E, Amazon’s valuation metrics are better those of Apple.</p>\n<p>Advantage: AMZN</p>\n<p><b>AAPL And AMZN Stock Price</b></p>\n<p>Shares of Apple trade for $127.45. The average 12 month price target of 34 analysts is $149.15. The price target of 15 analysts that rated the stock since the last earnings report is $159.35, approximately 25% above today’s valuation.</p>\n<p>Amazon stock trades for $3222.90. The average 12 month price target of 47 analysts is $4,180.54. The price target of the 22 analysts that rated the stock since the last earnings report is $4,379.54, nearly 36% above the current share price.</p>\n<p>Advantage: AMZN</p>\n<p>The following chart provides analysts' consensus growth rates over the next two years.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/3c319ec4c4ce348af44da7823769baec\" tg-width=\"576\" tg-height=\"336\"><span>Source:Seeking Alpha Premium/ Chart by Author</span></p>\n<p>Amazon’s growth metrics outstrip Apple’s by wide margins.</p>\n<p>Advantage; AMZN</p>\n<p><b>Amazon or Apple: Which Stock is the Better Investment?</b></p>\n<p>Both companies have avenues for growth. Furthermore, each company is venturing into, or reinforcing, growth initiatives in arenas that provide robust profit margins.</p>\n<p>Apple’s expanded services offerings and the developments in 5G bode well for the company.</p>\n<p>Amazon’s growth in advertising, coupled with its cloud business, provides ample opportunities for increased sales in high margin businesses.</p>\n<p>However, I view the following chart as a telling testimony of the difference in the two companies' prospects.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/d0e3273ad43df2ecd76b8f356de27fd2\" tg-width=\"740\" tg-height=\"433\"><span>Source:CNBC</span></p>\n<p>Apple’s growth is more cyclical in nature than that of AMZN. While I believe the current iPhone cycle will last longer and provide greater growth than prior cycles due to 5G, I still view it as transitory, with an unavoidable decline towards the end.</p>\n<p>I consider Amazon’s prospects in cloud and digital advertising as having longer legs. I also note almost every metric other than forward P/E reflects greater long term growth prospects for Amazon.</p>\n<p>Consequently, I rate Amazon as the better of the two investments at this juncture.</p>\n<p>I rate Apple as a HOLD.</p>\n<p>I rate Amazon as a BUY.</p>\n<p>However, I am “nibbling” at the stock, as I see the share price as trading on the richer end of what I am willing to pay for in that investment.</p>\n<p>For those that eschew investments in growth stocks, I point to an icon of value investors, Warren Buffett.</p>\n<p>It is reasonable to assume Warren Buffett considered the growth prospects of the two companies when he made his initial investment in Apple in 2016, and Amazon in 2019. Although Buffett came late to the game, Apple is now his largest holding by a wide margin.</p>","source":"seekingalpha","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Apple Vs. Amazon: Which Stock Is The Better Buy</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nApple Vs. Amazon: Which Stock Is The Better Buy\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-05-18 23:19 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4429588-apple-vs-amazon-stock-better-buy><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Summary\n\nThe shares of both companies outperformed the broader indexes over five and ten year periods, but have faltered of late.\nDespite relatively rich valuations, growth prospects for each stock ...</p>\n\n<a href=\"https://seekingalpha.com/article/4429588-apple-vs-amazon-stock-better-buy\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AMZN":"亚马逊","AAPL":"苹果"},"source_url":"https://seekingalpha.com/article/4429588-apple-vs-amazon-stock-better-buy","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"1189117782","content_text":"Summary\n\nThe shares of both companies outperformed the broader indexes over five and ten year periods, but have faltered of late.\nDespite relatively rich valuations, growth prospects for each stock appear strong.\nHowever, I see one of the two as having a stronger long-term growth runway.\n\nPhoto by MagioreStock/iStock Editorial via Getty Images\nApple Inc. (AAPL) and Amazon.com Inc. (AMZN) rank among the top five companies in the world by market cap. While the two stocks beat the market over the last five and ten years, each lags the S&P 500 in 2021. Is this an indication the stocks lost their mojo? After all, larger companies tend to grow at a slower pace, thereby weighing on the share price.\nActually, there are a number of reasons to believe both businesses will flourish. In the case of Amazon, the COVID crisis spurred a membership increase in Prime, while the cloud continues to grow at a rapid pace, and the company’s digital ad revenues are experiencing marked growth.\nAs for Apple, a new iPhone cycle is breaking records, the move to 5G appears to serve as a growth catalyst, and the firm’s subscriber services are also a source of continued growth.\nApple’s Growth Catalysts\nApple recorded a 54% increase in revenue for the latest quarter and a 110% surge in net income. Every single product line recorded double-digit growth, with iPhone sales increasing 65% year over year, Mac sales surging 70%, and iPad sales jumping nearly 79%.\nThe question is, can growth continue?\nThe answer is an indubitable yes, and the services category is one means by which the company can move forward. In 2017, Cook set a goal of doubling services revenue by the end of 2020. Last July, it was announced the company hit that target six months ahead of schedule.\nThe latest quarterly report had services generating $16.9 billion. That marked the highest services revenue in Apple’s history, and also the fastest growth rate for services, at just under 27%, in over two years.\nAlthough products’ revenues were more than four times that of theservices, the latter category posted a gross margin of over 70%. In comparison, gross margin for products was 36.1%. Additionally, the revenue from services is less cyclical than that from products. Consequently, the services category can be expected to drive significant growth for the company.\nFurthermore, Apple now counts 660 million service subscribers, twice the number of subs recorded two and half years ago. The company is driving that growth through new offerings; for example, Apple Arcade added 30 new games, increasing the total to 180, and updated Apple Fitness+.\nIn addition to the services setting new revenue and growth rates, Mac computers also set a new revenue record.\n\n The last three quarters for Mac have been its best three quarters ever.\n\n\n Tim Cook,CEO\n\nInvestors can expect continued growth in Mac revenues in 2021. IDCforecaststhe PC market will grow 18.2% this year. That marks a 40% increase from the robust growth in personal computer sales witnessed in 2020.\nHowever, perhaps the greatest immediate growth driver lies in Apple's share of the 5G smartphone market. Research from Strategic AnalyticsestimatesApple captured over 30% of the 5G smartphone market in the first three months of 2020. IDC alsoprojectsa 35.6% CAGR for 5G smartphones through 2025.\nNow consider that since 2016, with the exception of 4Q 2020, Apple has held no more than 17.9% of the smartphone market during the beginning of a new cycle, and that its market share drops to less than 12% as each cycle slows.\nBy perusing the following chart, you can see that should Apple’s dominance in 5G continue, it will lead to the company capturing a much larger share of the overall smartphone market, a very favorable outcome for investors.\n\nAmazon’s Growth Drivers\nThe following chart provides a clear picture of Amazon’s growth over the trailing twelve months.\nSource:Q1 21 Earnings Presentation\nObviously, ecommerce is the foundation of Amazon’s business, and a sound argument can be made that Prime is now the cornerstone of that foundation. Since January of 2020, Prime added about 50 million new members globally and totals more than 200 million subscribers today.\nPrime drives ecommerce customer engagement and increases sales by a wide margin. For example, 74% of Prime subscribers buy a product online every few weeks, whereas those without a Prime membership only make an online purchase a few times a year.\nThe average Prime member also spends $1400 per year versus $600 spent on ecommerce by non members. Therefore, it follows that the increased number of subscribers will drive greater ecommerce revenues.\nThe company is also reinforcing its advantage in ecommerce through investments in its logistics network. Over the last four quarters, Amazon devoted $45.4 billion in capex, twice the sum spent in the previous twelve months. To place this in context, Walmart budgeted $14 billion for capex this year, and the $45 billion-plus capex budget exceeds the total annual revenues of all but the 72 largest US companies.\nIt is important to note that although the firm is investing in a wide array of initiatives, the largest expenditures are devoted to increasing fulfillment capacity. During the Q4 earnings call, management noted the company’s logistics network increased by fifty percent in 2020.\nAn example of the explosive growth of these assets can be found in the firm's investment in delivery stations. In 2019, Amazon had 159 delivery stations. That number ballooned to 337 at the end of 2020 and is expected to grow to 506 locations by year’s end.\nThese metrics provide insights into the degree of vertical integration Amazon will soon achieve, and the advantages that will provide for the firm’s ecommerce segment.\nA second growth driver is Amazon’s advertising business. Although revenues from advertising are not divulged, management states that the Other category consists primarily of advertising revenues.\nNet sales from Other has more than doubled, from $10.1 billion in 2018, to nearly $21.5 billion in 2020. In the last earnings call of 2020, CFO Brain Olsavsky noted growth in Other revenue of 41% in Q2, 49% in Q3, and 64% in Q4 “that is primarily advertising.”\nEcommerce channel advertising revenue will exceed $18 billion in 2021, and will equal around 80% of all spend on US ecommerce sites.\nSource:Insider Intelligence\nAlthough advertising and subscription services are arguably underappreciated sources of Amazon’s potential, I believe the greatest source of growth will stem from AWS.\nThe chart below provides data regarding growth prospects in the cloud market.\nSource:MarketsAndMarkets\nMarketsAndMarkets forecasts a CAGR of 14.2% for the cloud market from 2020 through 2025.\nThe growth for cloud is not only assured, it is likely to continue for the foreseeable future. Furthermore, investors should understand the margin provided by cloud is much greater than that of most of the company’s businesses.\nThat’s reflected in the fact that in FY 2020, AWS contributed approximately $13.5 billion in sales, or just 12.4% of total revenues; but the cloud segment provided 47% of Amazon’s operating income.\nHead-To-Head Comparisons\nThe following chart provides a variety of valuation metrics. The PEG calculated at the 5 year expected rate.\nSource:Yahoo! Finance/ Chart by Author\nAside from the forward P/E, Amazon’s valuation metrics are better those of Apple.\nAdvantage: AMZN\nAAPL And AMZN Stock Price\nShares of Apple trade for $127.45. The average 12 month price target of 34 analysts is $149.15. The price target of 15 analysts that rated the stock since the last earnings report is $159.35, approximately 25% above today’s valuation.\nAmazon stock trades for $3222.90. The average 12 month price target of 47 analysts is $4,180.54. The price target of the 22 analysts that rated the stock since the last earnings report is $4,379.54, nearly 36% above the current share price.\nAdvantage: AMZN\nThe following chart provides analysts' consensus growth rates over the next two years.\nSource:Seeking Alpha Premium/ Chart by Author\nAmazon’s growth metrics outstrip Apple’s by wide margins.\nAdvantage; AMZN\nAmazon or Apple: Which Stock is the Better Investment?\nBoth companies have avenues for growth. Furthermore, each company is venturing into, or reinforcing, growth initiatives in arenas that provide robust profit margins.\nApple’s expanded services offerings and the developments in 5G bode well for the company.\nAmazon’s growth in advertising, coupled with its cloud business, provides ample opportunities for increased sales in high margin businesses.\nHowever, I view the following chart as a telling testimony of the difference in the two companies' prospects.\nSource:CNBC\nApple’s growth is more cyclical in nature than that of AMZN. While I believe the current iPhone cycle will last longer and provide greater growth than prior cycles due to 5G, I still view it as transitory, with an unavoidable decline towards the end.\nI consider Amazon’s prospects in cloud and digital advertising as having longer legs. I also note almost every metric other than forward P/E reflects greater long term growth prospects for Amazon.\nConsequently, I rate Amazon as the better of the two investments at this juncture.\nI rate Apple as a HOLD.\nI rate Amazon as a BUY.\nHowever, I am “nibbling” at the stock, as I see the share price as trading on the richer end of what I am willing to pay for in that investment.\nFor those that eschew investments in growth stocks, I point to an icon of value investors, Warren Buffett.\nIt is reasonable to assume Warren Buffett considered the growth prospects of the two companies when he made his initial investment in Apple in 2016, and Amazon in 2019. Although Buffett came late to the game, Apple is now his largest holding by a wide margin.","news_type":1},"isVote":1,"tweetType":1,"viewCount":117,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":130614560,"gmtCreate":1621533590350,"gmtModify":1704359237297,"author":{"id":"3566430460623704","authorId":"3566430460623704","name":"BabyGuinness","avatar":"https://static.tigerbbs.com/5344a9c73cbe4089d07b00bd68a652d4","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3566430460623704","authorIdStr":"3566430460623704"},"themes":[],"htmlText":"Let's gooo","listText":"Let's gooo","text":"Let's gooo","images":[{"img":"https://static.tigerbbs.com/bfece1896372e3b9d2bb393940f6d714","width":"1080","height":"2775"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":3,"repostSize":0,"link":"https://ttm.financial/post/130614560","isVote":1,"tweetType":1,"viewCount":182,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":350742206,"gmtCreate":1616294456405,"gmtModify":1704792679681,"author":{"id":"3566430460623704","authorId":"3566430460623704","name":"BabyGuinness","avatar":"https://static.tigerbbs.com/5344a9c73cbe4089d07b00bd68a652d4","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3566430460623704","authorIdStr":"3566430460623704"},"themes":[],"htmlText":"GME to the moon! Still!","listText":"GME to the moon! Still!","text":"GME to the moon! Still!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/350742206","repostId":"1128367483","repostType":4,"isVote":1,"tweetType":1,"viewCount":66,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":323138559,"gmtCreate":1615308101971,"gmtModify":1704781028594,"author":{"id":"3566430460623704","authorId":"3566430460623704","name":"BabyGuinness","avatar":"https://static.tigerbbs.com/5344a9c73cbe4089d07b00bd68a652d4","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3566430460623704","authorIdStr":"3566430460623704"},"themes":[],"htmlText":"Like my comment pls","listText":"Like my comment pls","text":"Like my comment pls","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/323138559","repostId":"1194586000","repostType":4,"repost":{"id":"1194586000","kind":"news","pubTimestamp":1615304958,"share":"https://ttm.financial/m/news/1194586000?lang=&edition=fundamental","pubTime":"2021-03-09 23:49","market":"us","language":"en","title":"Microsoft closes $7.5 billion Bethesda acquisition, aiming to take on Sony with exclusive games","url":"https://stock-news.laohu8.com/highlight/detail?id=1194586000","media":"cnbc","summary":"KEY POINTS\n\nMicrosoft has closed its $7.5 billion acquisition of ZeniMax, the parent company of Beth","content":"<div>\n<p>KEY POINTS\n\nMicrosoft has closed its $7.5 billion acquisition of ZeniMax, the parent company of Bethesda.\nMicrosoft confirmed that some new Bethesda games would be exclusive to Xbox consoles and PCs.\n...</p>\n\n<a href=\"https://www.cnbc.com/2021/03/09/microsoft-closes-bethesda-acquisition-aiming-to-take-on-sony.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>Microsoft closes $7.5 billion Bethesda acquisition, aiming to take on Sony with exclusive games</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\">\nMicrosoft closes $7.5 billion Bethesda acquisition, aiming to take on Sony with exclusive games\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-03-09 23:49 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.cnbc.com/2021/03/09/microsoft-closes-bethesda-acquisition-aiming-to-take-on-sony.html><strong>cnbc</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>KEY POINTS\n\nMicrosoft has closed its $7.5 billion acquisition of ZeniMax, the parent company of Bethesda.\nMicrosoft confirmed that some new Bethesda games would be exclusive to Xbox consoles and PCs.\n...</p>\n\n<a href=\"https://www.cnbc.com/2021/03/09/microsoft-closes-bethesda-acquisition-aiming-to-take-on-sony.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"MSFT":"微软"},"source_url":"https://www.cnbc.com/2021/03/09/microsoft-closes-bethesda-acquisition-aiming-to-take-on-sony.html","is_english":true,"share_image_url":"https://static.laohu8.com/72bb72e1b84c09fca865c6dcb1bbcd16","article_id":"1194586000","content_text":"KEY POINTS\n\nMicrosoft has closed its $7.5 billion acquisition of ZeniMax, the parent company of Bethesda.\nMicrosoft confirmed that some new Bethesda games would be exclusive to Xbox consoles and PCs.\nThe firm has often been seen as lagging behind Sony when it comes to major first-party releases.\n\nMicrosoft says it has closed its blockbuster acquisition of ZeniMax, the parent company of video game publisher Bethesda.\nThe company announced in September that it would buy ZeniMax for $7.5 billion in cash. It’s the biggest gaming acquisition in Microsoft’s history, eclipsing the $2.5 billion the firm paid to buy Minecraft developer Mojang in 2014.\nThe Bethesda deal’s completion comes days after the European Union and U.S. Securities and Exchange Commission gave the takeover their blessing. Bethesda is a household name in gaming. It’s published a number of hit franchises including the role-playing game series Fallout and The Elder Scrolls, and the Doom shooter franchise.\nIn a blog postTuesday, Microsoft confirmed rumors that some new Bethesda games would be exclusive to its Xbox console and Windows PCs.\n“With the addition of the Bethesda creative teams, gamers should know that Xbox consoles, PC, and Game Pass will be the best place to experience new Bethesda games, including some new titles in the future that will be exclusive to Xbox and PC players,” said Phil Spencer, head of Microsoft’s Xbox unit.\nSuch a move would ramp up Microsoft’s competition withSony. Both firms debuted their next-generation consoles last year, hoping to lure in gamers with the promise of big improvements on the older systems.\nMicrosoft took a different approach to Sony though, heavily marketing its Xbox Game Pass subscription service which offers players access to a library of games. Sony, on the other hand, is touting new PlayStation exclusives to attract gamers.\nWith Bethesda, Microsoft is hoping to build out Xbox Game Pass by including the Rockville, Maryland-based studio’s catalog of titles. But it also aims to convince people to play on its Xbox Series X and Xbox Series S platforms and PCs, rather than Sony’s new PlayStation 5.\nMicrosoft has often been seen as lagging behind Sony when it comes to major first-party releases. Xbox Game Studios’ highly anticipated new Halo game, Halo Infinite, was delayed until later this year after a backlash over quality issues in a reveal of the game.\nGaming has been a key beneficiary from the coronavirus pandemic as people have been spending more of their time at home. Major publishers like Microsoft’s Xbox Game Studios and Electronic Arts have looked to capitalize on that trend by using their huge cash piles to snap up smaller game developers.","news_type":1},"isVote":1,"tweetType":1,"viewCount":110,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":317984649,"gmtCreate":1612407134681,"gmtModify":1704870746941,"author":{"id":"3566430460623704","authorId":"3566430460623704","name":"BabyGuinness","avatar":"https://static.tigerbbs.com/5344a9c73cbe4089d07b00bd68a652d4","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3566430460623704","authorIdStr":"3566430460623704"},"themes":[],"htmlText":"But they consistently&nbsp;toyed with the free trade market...?&nbsp;","listText":"But they consistently&nbsp;toyed with the free trade market...?&nbsp;","text":"But they consistently toyed with the free trade market...?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":3,"repostSize":0,"link":"https://ttm.financial/post/317984649","repostId":"1198219554","repostType":4,"repost":{"id":"1198219554","kind":"news","pubTimestamp":1612405479,"share":"https://ttm.financial/m/news/1198219554?lang=&edition=fundamental","pubTime":"2021-02-04 10:24","market":"us","language":"en","title":"Why investors were willing to write Robinhood a $3 billion check during the GameStop chaos","url":"https://stock-news.laohu8.com/highlight/detail?id=1198219554","media":"cnbc","summary":"KEY POINTS\n\nVenture capital investors doubled down on investments in Robinhood even as the company s","content":"<div>\n<p>KEY POINTS\n\nVenture capital investors doubled down on investments in Robinhood even as the company scrambled to raise billions of dollars to meet new capital requirements, and faced pressure from ...</p>\n\n<a href=\"https://www.cnbc.com/2021/02/03/why-investors-were-willing-to-write-robinhood-a-3-billion-check-during-the-gamestop-chaos-.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>Why investors were willing to write Robinhood a $3 billion check during the GameStop chaos</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; 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overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nWhy investors were willing to write Robinhood a $3 billion check during the GameStop chaos\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-02-04 10:24 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.cnbc.com/2021/02/03/why-investors-were-willing-to-write-robinhood-a-3-billion-check-during-the-gamestop-chaos-.html><strong>cnbc</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>KEY POINTS\n\nVenture capital investors doubled down on investments in Robinhood even as the company scrambled to raise billions of dollars to meet new capital requirements, and faced pressure from ...</p>\n\n<a href=\"https://www.cnbc.com/2021/02/03/why-investors-were-willing-to-write-robinhood-a-3-billion-check-during-the-gamestop-chaos-.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"GME":"游戏驿站"},"source_url":"https://www.cnbc.com/2021/02/03/why-investors-were-willing-to-write-robinhood-a-3-billion-check-during-the-gamestop-chaos-.html","is_english":true,"share_image_url":"https://static.laohu8.com/72bb72e1b84c09fca865c6dcb1bbcd16","article_id":"1198219554","content_text":"KEY POINTS\n\nVenture capital investors doubled down on investments in Robinhood even as the company scrambled to raise billions of dollars to meet new capital requirements, and faced pressure from customers and lawmakers.\nUser growth during the chaos and its prospects as a public company convinced at least three VC investors that backing Robinhood was the right move.\n\"In spite of the trouble last week, the metrics suggest retail trading is exploding and Robinhood is still the only game in town,\" one investor tells CNBC.\n\nRobinhood's ability to add hundreds of thousands of new customers during a week of chaos, along with its IPO prospects, convinced Silicon Valley backers that a multi-billion-dollar cash infusion was worth it.\nCNBC spoke to three of Robinhood's investors, who agreed to speak about the emergency funding without being named, because the conversations were private. All of them said there was \"strong demand\" for investors to get a piece of Robinhood, even as the company stared down a public relations and regulatory crisis.\nThe trouble started last week, as Robinhoodrestrictedtrading for a list of stocks includingGameStop. Amateur investors had bid up those names on social media, causing massive losses for hedge funds that shorted them.\nRobinhood wasnot the onlybrokerage firm to do this. Still, its decision was met with a big backlash from traders and even celebrities on Twitter and Reddit. Some accused the company of colluding with hedge funds to shut down the buy-side of the trade. Lawmakersfrom both major partiesalso lobbed accusations of market manipulation at Robinhood. (Robinhood CEO’s Vlad Tenev said itdid not make the move because of any outside pressure.)\nBut the biggest near-term crisis, was having enough capital to meet regulatory requirements.\nBrokerage firms like Robinhood need to send cash every day to the Depository Trust Company to make sure there’s enough collateral backing up customer trades in the two days it takes them to settle. That formula is based on volatility among other factors, which picked up last week as stocks like GameStop shot up 400%, and rookie traders were deploying leverage.\nThe $3 billion bill\nThe amount Robinhood was expected to post for names like GameStop and AMC increased tenfold, the company said in a blogpost. Robinhood’s operations team woke up to a request at 3:30 a.m. PT on Thursday from the National Securities Clearing Corp, the third party where it reports the collateral, CEO Tenevtold Elon Muskin a conversation on the audio chat app, Clubhouse. The total amount Robinhood needed to post came in at $3 billion, according to Tenev.\nAt the time, Robinhood did not have the capital.\nThe first step was to call up venture capital investors. They were able to round up $1 billion in convertible debt, sources said. That debt will convert to equity when Robinhood goes public, and those investors will get a 30% discount to the market price.\n“In spite of the trouble last week, the metrics suggest retail trading is exploding and Robinhood is still the only game in town,” one investor told CNBC. “This is going to be a big company and if you believe they’re going to IPO, you can get in right now at a discount.”\nThat first tranche was oversubscribed on Thursday, and investors said that Robinhood turned investors away — at first.\nThey decided to open up a second round with the same debt structure that amounted to $2.4 billion. In total, Robinhood brought in $3.4 billion over a few days in capital to meet its regulatory requirements. Because it was debt, not equity, Robinhood’s $11.7 billion valuation on paper did not change. The start-up also tapped a $600 million line of credit from JP Morgan and Goldman Sachs.\nInvestors said that should be “more than enough,” for now. Robinhood is also profitable on a GAAP basis, one investor said. The cushion should be big enough that Robinhood’s balance sheet can handle the shock of similar capital issues cropping up again, the investors said.\nAs of Wednesday midday however, Robinhood was stilllimiting some trading in GameStop and AMC.\nA flood of cash would also put Robinhood in a stronger position ahead of an IPO, which investors expect to happen within the next year but would not give specifics. A direct listing and special purpose acquisition company, or SPAC, are still on the table, but the company “hasn’t decided yet,” one investor told CNBC.\nRobinhood declined to comment on the deal structure and IPO plans.\nShocking user growth\nRobinhood saw fierce criticism from investors like Chamath Palihapitiya -- who is taking another investing platform, Sofi, public through a SPAC -- and rapper Ja Rule, tweeting #deleteRobinhood. Hundreds of users on social media threatened to leave Robinhood for other brokerage firms, and the company is facing multiple class action lawsuits from angry users.\nOne venture capital investor who saw the internal growth metrics last week said the flood of new investors “far outweighed” any attrition. Robinhood was the top app in the iOS app store for multiple days. It also led the industry in app downloads by a wide margin with 600,000 people downloading the free-trading app, according to JMP Securitiesanalysis.\nThat metric was the silver lining investors focused on when weighing whether to throw billions of dollars at the company.\n“It’s the fastest growing consumer app, and has better engagement than social media,” one investor said. “The majority of those new traders won’t be trading GameStop.”\nGrowing too fast has also been a criticism of Robinhood. Palihapitiya and others have suggested that Robinhood stop bringing in new investors until the start-up can shore up last week’s issues. Despite those warnings, Robinhood is spending on marketing for brand awareness. The start-upannouncedits largest brand campaign ever on Wednesday, with a commercial airing during the Super Bowl.\nWishing for a ‘mulligan’\nDespite the tumultuous week, at least three investors were aligned on wanting Tenev to continue leading the start-up through its public debut.\n“Vlad as a leader is fantastic— this week has been tough on the whole team,” one investor told CNBC.\nRobinhood’s chief financial officer, Jason Warnick, said there was also support for the CEO internally. He told CNBC that Tenev “mobilized” the team in an “incredibly effective way” through recent weeks and there was “absolutely no one else I would want to be with.”\nStill, they said the start-up made mistakes. Among those were the messaging from Robinhood in the hours after shutting down customer trades. One said he wished Robinhood could have a “mulligan” and said they should have clearly explained the liquidity issue, while tackling the hedge fund theories out of the gate.\nOn Thursday, Robinhood’s CEO told CNBC that “there was no liquidity problem, and to be clear this was done preemptively so we did this proactively and thousands of other securities remain tradeable on the platform.”\nTenev, who co-founded Robinhood, is facing immense pressure on Capitol Hill. Senator Elizabeth Warren sent the start-up a letterasking for an explanation of why Robinhood shut down trades. He is expected to testify at a House Financial Services Committee hearing later in February. On Wednesday, one of Robinhood’s regulators, FINRA, issued a report saying that it’s increasing oversight of “game-like” trading apps. Regulation is a risk but it’s “impossible to price in,” one investor said.\nRobinhood, and the rest of the online brokerage industry, rely on what’s known aspayment for order flowas their profit engine in lieu of commissions. Market makers pay e-brokers like Robinhood for the right to execute customer trades. The broker is then paid a small fee for the shares that are routed, which can add up to millions when customers trade as actively as they have this year. That practice may come under fire after the events of last week.\n“Robinhood’s value is not the revenue model, it’s the user engagement,” one investor said.","news_type":1},"isVote":1,"tweetType":1,"viewCount":208,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":385567333,"gmtCreate":1613565379422,"gmtModify":1704882103341,"author":{"id":"3566430460623704","authorId":"3566430460623704","name":"BabyGuinness","avatar":"https://static.tigerbbs.com/5344a9c73cbe4089d07b00bd68a652d4","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3566430460623704","authorIdStr":"3566430460623704"},"themes":[],"htmlText":"Xpeng or NIO?","listText":"Xpeng or NIO?","text":"Xpeng or NIO?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":3,"repostSize":0,"link":"https://ttm.financial/post/385567333","repostId":"2112833386","repostType":4,"isVote":1,"tweetType":1,"viewCount":92,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9089596175,"gmtCreate":1650001086715,"gmtModify":1676534627237,"author":{"id":"3566430460623704","authorId":"3566430460623704","name":"BabyGuinness","avatar":"https://static.tigerbbs.com/5344a9c73cbe4089d07b00bd68a652d4","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3566430460623704","authorIdStr":"3566430460623704"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/SYN\">$Synthetic Biologics(SYN)$</a>Sigh","listText":"<a href=\"https://ttm.financial/S/SYN\">$Synthetic Biologics(SYN)$</a>Sigh","text":"$Synthetic Biologics(SYN)$Sigh","images":[{"img":"https://community-static.tradeup.com/news/6c39aafbc5798bcc228bf83dc8fa38bd","width":"1125","height":"3236"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9089596175","isVote":1,"tweetType":1,"viewCount":415,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":347515454,"gmtCreate":1618501230878,"gmtModify":1704711944742,"author":{"id":"3566430460623704","authorId":"3566430460623704","name":"BabyGuinness","avatar":"https://static.tigerbbs.com/5344a9c73cbe4089d07b00bd68a652d4","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3566430460623704","authorIdStr":"3566430460623704"},"themes":[],"htmlText":"Like n comment pls!","listText":"Like n comment pls!","text":"Like n comment pls!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/347515454","repostId":"1118467025","repostType":4,"repost":{"id":"1118467025","kind":"news","pubTimestamp":1618499868,"share":"https://ttm.financial/m/news/1118467025?lang=&edition=fundamental","pubTime":"2021-04-15 23:17","market":"us","language":"en","title":"MARA Stock: Why Is Marathon Digital Crashing Despite the Coinbase IPO?","url":"https://stock-news.laohu8.com/highlight/detail?id=1118467025","media":"investorplace","summary":"MARA stock is down more than 15% Wednesday as COIN slumped following its Nasdaq debut.Marathon Digit","content":"<blockquote>MARA stock is down more than 15% Wednesday as COIN slumped following its Nasdaq debut.</blockquote><p>Marathon Digital fell about 7%&nbsp;in Thursday&nbsp;morning  trading.<img src=\"https://static.tigerbbs.com/3046103f1ef518a4b695d47573bc31aa\" tg-width=\"708\" tg-height=\"500\" referrerpolicy=\"no-referrer\"></p><p>Anticipation for the<b>Coinbase</b>(NASDAQ:<b><u>COIN</u></b>) IPO (initial public offering) was a bullish support for cryptocurrency equities including<b>Marathon Digital</b>(NASDAQ:<b><u>MARA</u></b>) on Monday and Tuesday. Yet it appears that support has transformed into pressure, with MARA stock down more than 15% Wednesday.</p><p>Opening at $381,COIN surged in early trading&nbsp;Wednesday&nbsp;before entering a decline to a low of $310 and rebounding slightly to end the day down 14%. That declinehurt a number of cryptocurrency playsincluding MARA stock,<b>Riot Blockchain</b>(NASDAQ:<b><u>RIOT</u></b>) and<b>MicroStrategy</b>(NASDAQ:<b><u>MSTR</u></b>), the latter of which are down 15% and 13% respectively.</p><p>Coinbase had a reference price of $250, which helps to explain the downtrend since the open. However, the simple fact that the stock ended the trading day lower than it started certainly put a dampener oncryptocurrency bulls’ exuberance this week.</p><p>Over the past weeks, Marathon Digital has beenoutperforming its sector peers and the wider markets. That might be because MARA stock is highly correlated with the price of<b>Bitcoin</b>(CCC:<b>BTC-USD</b>), as<i>InvestorPlace’s</i>Chris Markoch discussed a few weeks ago.</p><p>Bitcoin is down slightly (1%) in trading Wednesday, but it’s more likely Wednesday’s decline in Marathon Digital is because “speculators [got] ahead of themselves in MARA stock,”in the words of<i>InvestorPlace</i>contributor Ian Bezekon April 2.</p>","source":"lsy1606302653667","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>MARA Stock: Why Is Marathon Digital Crashing Despite the Coinbase IPO?</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\">\nMARA Stock: Why Is Marathon Digital Crashing Despite the Coinbase IPO?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-04-15 23:17 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://investorplace.com/2021/04/mara-stock-why-is-marathon-digital-crashing-despite-the-coinbase-ipo/><strong>investorplace</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>MARA stock is down more than 15% Wednesday as COIN slumped following its Nasdaq debut.Marathon Digital fell about 7% in Thursday morning  trading.Anticipation for theCoinbase(NASDAQ:COIN) IPO (initial...</p>\n\n<a href=\"https://investorplace.com/2021/04/mara-stock-why-is-marathon-digital-crashing-despite-the-coinbase-ipo/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"MARA":"MARA Holdings"},"source_url":"https://investorplace.com/2021/04/mara-stock-why-is-marathon-digital-crashing-despite-the-coinbase-ipo/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1118467025","content_text":"MARA stock is down more than 15% Wednesday as COIN slumped following its Nasdaq debut.Marathon Digital fell about 7% in Thursday morning  trading.Anticipation for theCoinbase(NASDAQ:COIN) IPO (initial public offering) was a bullish support for cryptocurrency equities includingMarathon Digital(NASDAQ:MARA) on Monday and Tuesday. Yet it appears that support has transformed into pressure, with MARA stock down more than 15% Wednesday.Opening at $381,COIN surged in early trading Wednesday before entering a decline to a low of $310 and rebounding slightly to end the day down 14%. That declinehurt a number of cryptocurrency playsincluding MARA stock,Riot Blockchain(NASDAQ:RIOT) andMicroStrategy(NASDAQ:MSTR), the latter of which are down 15% and 13% respectively.Coinbase had a reference price of $250, which helps to explain the downtrend since the open. However, the simple fact that the stock ended the trading day lower than it started certainly put a dampener oncryptocurrency bulls’ exuberance this week.Over the past weeks, Marathon Digital has beenoutperforming its sector peers and the wider markets. That might be because MARA stock is highly correlated with the price ofBitcoin(CCC:BTC-USD), asInvestorPlace’sChris Markoch discussed a few weeks ago.Bitcoin is down slightly (1%) in trading Wednesday, but it’s more likely Wednesday’s decline in Marathon Digital is because “speculators [got] ahead of themselves in MARA stock,”in the words ofInvestorPlacecontributor Ian Bezekon April 2.","news_type":1},"isVote":1,"tweetType":1,"viewCount":287,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":347512314,"gmtCreate":1618501164838,"gmtModify":1704711942307,"author":{"id":"3566430460623704","authorId":"3566430460623704","name":"BabyGuinness","avatar":"https://static.tigerbbs.com/5344a9c73cbe4089d07b00bd68a652d4","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3566430460623704","authorIdStr":"3566430460623704"},"themes":[],"htmlText":"Like n comment pls!","listText":"Like n comment pls!","text":"Like n comment pls!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/347512314","repostId":"1125635474","repostType":4,"repost":{"id":"1125635474","kind":"news","pubTimestamp":1618295945,"share":"https://ttm.financial/m/news/1125635474?lang=&edition=fundamental","pubTime":"2021-04-13 14:39","market":"us","language":"en","title":"AppLovin: Capitalizing On The Surging Growth Of Mobile Game Apps","url":"https://stock-news.laohu8.com/highlight/detail?id=1125635474","media":"seekingalpha","summary":"SummaryAppLovin announced its IPO price range of $75 to $85 per share. The company is selling 25 mil","content":"<p><b>Summary</b></p><ul><li>AppLovin announced its IPO price range of $75 to $85 per share. The company is selling 25 million shares.</li><li>At the high end of the IPO price range, the company is aiming to raise $2.1 billion, and it would be valued at $30.4 billion.</li><li>Our base case valuation of AppLovin is an EV of $35.1 billion, implied market cap of $35.7 billion, and target price per share of $99.8.</li><li>The company has been a key beneficiary of the surging growth of popular game apps.</li><li>Despite strong sales growth, its operating margins worsened in 2020 due to higher operating expenses.</li></ul><p><b>Investment Thesis</b></p><p>AppLovin<a href=\"https://laohu8.com/S/APP\">AppLovin Corporation</a>  is one of the key beneficiaries of the exploding demand for mobile apps, especially for mobile games. The company's sales growth has been surging in recent years as the company has benefited from both organic growth and has been aggressive in making numerous acquisitions in the past three years.</p><p>Most developers lack access to the marketing, monetization, and data analytics tools required to stand out among the more than 4.8 million mobile apps available on the Apple App Store(NASDAQ:AAPL)and Google Play Store(NASDAQ:GOOG)(NASDAQ:GOOGL). The company's products and services help many app developers to scale up their business and create a successful app that can be sustained long term. This is where the company's capabilities in app development, marketing, and analytics really stand out.</p><p>There are more than 1.3 million mobile gaming apps on the Apple App Store and Google Play Store.Mobile gamingaccounts for 39% of worldwide app downloads and for 72% of all app store consumer spend by value, according to Sensor Tower.</p><p>Although the company's operating margins declined in the past two years mainly due to higher operating expenses, we believe that the company's profit margins will turn around this year due to a combination of higher economies of scale and lower operating expenses as a percentage of revenues.</p><p><b>Comparable Companies Valuation Analysis</b></p><p>In the comparable companies valuation analysis, we used the following companies as comps to AppLovin:</p><ul><li>Unity Software (U)</li><li>Roblox Corp. (RBLX)</li><li>Activision Blizzard (ATVI)</li><li>Zynga (ZNGA)</li></ul><p>Our base case valuation of AppLovin is an EV of $35.1 billion, implied market cap of $35.7 billion, and implied target price per share of $99.8. This represents 17% upside from the high end of the IPO price range of $85. We have a POSITIVE view of the AppLovin IPO.</p><p>Our base case valuation of AppLovin is based on a 16x EV/S multiple (using 2021 sales estimate), which represents a 10% higher than the average EV/S multiple of the comps. It is also below the EV/S multiple of Unity Software and Roblox which trade at EV/S multiple of 26.8x and 19.2x, respectively.</p><p>The comps' average sales growth in 2020 and 2021 are similar to the sales growth rates of AppLovin in this period. Among the comps, Roblox has the highest sales growth and Activision has the lowest sales growth in 2020 and 2021. Overall, we have assumed higher sales growth for AppLovin versus its peers in 2021 and 2022 and this is one of main reasons why we have applied a 10% higher valuation multiple than the comps.</p><p>However, Roblox is trading at 19.2x EV/S in 2021 and we have applied a 16x EV/S multiple for AppLovin (17% lower valuation multiple than Roblox). We believe the market will attach a slightly higher valuation multiple for Roblox than AppLovin, mainly due to the former company's higher sales growth and operating margins in 2021, and its brand is more recognized worldwide.</p><p><img src=\"https://static.tigerbbs.com/b47032411f633c63c676152889baa874\" tg-width=\"553\" tg-height=\"350\" referrerpolicy=\"no-referrer\"><img src=\"https://static.tigerbbs.com/3ea8b356b98201f398b48bd4d57e507a\" tg-width=\"552\" tg-height=\"455\" referrerpolicy=\"no-referrer\"><img src=\"https://static.tigerbbs.com/8a2dfe8877740e842bb1e143c157e39c\" tg-width=\"551\" tg-height=\"370\" referrerpolicy=\"no-referrer\"><img src=\"https://static.tigerbbs.com/0aec05aa4790c780a95e2527c62896e9\" tg-width=\"554\" tg-height=\"548\" referrerpolicy=\"no-referrer\"><img src=\"https://static.tigerbbs.com/8ee98f1dd0f1c0becb865f331a283068\" tg-width=\"550\" tg-height=\"340\" referrerpolicy=\"no-referrer\"><img src=\"https://static.tigerbbs.com/96321e40b2bb290d968a20e0a3832de8\" tg-width=\"554\" tg-height=\"362\" referrerpolicy=\"no-referrer\"><img src=\"https://static.tigerbbs.com/327d495d893132d12a74cc91d93df055\" tg-width=\"553\" tg-height=\"367\" referrerpolicy=\"no-referrer\"><b>Income Statement Forecast</b></p><p>AppLovin generated sales of $1,451.1 million and an operating loss of $62.1 million in 2020. The company's sales have nearly tripled from 2018 to 2020. The company's operating margins declined from 50.1% in 2018 to 19.5% in 2019 and -4.3% in 2020. The major reasons for the lower operating margins are due to higher cost of sales, sales &amp; marketing, R&amp;D, and other operating expenses as a percentage of sales.</p><p>We estimate AppLovin to generate sales of $2.2 billion (up 51% YoY) and an operating profit of $65.2 million in 2021. From 2020 to 2025, we have assumed the company's sales to grow at a CAGR of 28.6%. We have also assumed the company's operating margin to turn positive to 3% in 2021 from -4.3% in 2020. We estimate its operating margins to improve further to 6.8% in 2022, 10.6% in 2023, and 17.8% in 2025. We estimate AppLovin to have sales of $5.1 billion and an operating profit of $0.9 billion in 2025.</p><p><img src=\"https://static.tigerbbs.com/4e58f808f42f4c3a1e238b587f637063\" tg-width=\"547\" tg-height=\"669\" referrerpolicy=\"no-referrer\"><img src=\"https://static.tigerbbs.com/1026d63d84ac8f26d8391d7e91317b9e\" tg-width=\"547\" tg-height=\"449\" referrerpolicy=\"no-referrer\"><img src=\"https://static.tigerbbs.com/b9bf6e155cbc281373a8fac78fd3e08b\" tg-width=\"547\" tg-height=\"488\" referrerpolicy=\"no-referrer\"><b>Company Background</b></p><p>Thecompanyoriginally started its business helping customers to improve the smartphone customer experiences for all the users. In recent years, the company has become a much bigger player in the mobile gaming segment and it also helps developers to grow their users and improve the monetization of their apps.</p><p>According to IDC, the company's totalmarket opportunityis estimated to be $189 billion in 2020, growing to $283 billion in 2024, representing a CAGR of 10.6% in this period. This total market size of $184 billion was derived by adding the worldwide total in-app advertising revenue of $101 billion (including gaming and non-gaming in-app display, video, and other advertising, but excluding in-app search advertising) and worldwide direct game spending of $88 billion for 2020.</p><p>AppLovin has invested about $1 billion in 15 acquisitions and partnerships since 2018. It owns more than 200 free-to-play mobile games from 12 studios.AppLovinlaunched a gaming business unit called Lion Studios in July 2018. It also acquired a company called Max in September 2018. Max provides in-app bidding service, which is a type of advertising where mobile publishers can sell their ad inventory in an auction method). AppLovin also owns and operates gaming studios Machine Zone, Belka Games, PeopleFun and Firecraft Studios.</p><p>In February 2021, AppLovin signed an agreement to purchase Adjust for $1 billion (including $598 million in cash and $352 million in convertible securities, and an assumption of up to $40 million in debt). Adjust is a leading mobile app analytics&amp; marketing products company in Germany. Adjust provides tools to prevent mobile advertising fraud and better measure the user base. This acquisition is expected to close in 1H 2021.</p><p>In the IPO prospectus, the company mentioned that it plans to use $75 million of its Class A common shares for charitable purposes. If the company raises $1 billion in the IPO, this would represent nearly 7.5% of total amount. This is a bit unusual to have this large number of shares allocated for charitable purposes. We applaud this move by the CEO and its senior management. Adam Foroughi, the co-founder and CEO of AppLovin, previously co-founded two advertising technology companies, Lifestreet Media Inc. and Social Hour Inc.</p><p><b>AppLovin (Key Metrics)</b></p><p>The table provides the company's key metrics. There has been a strong increase in the monthly active payers which jumped from 0.3 million in 2018 to 1.0 million in 2019 and 1.5 million in 2020. However, the enterprise clients declined from 192 in 2018 to 172 in 2020. The company defines its enterprise clients as third-party business clients from which it has collected more than $125,000 of revenue in the trailing 12 months. Average revenue per monthly active payer increased from $11 in 2018 to $32 in 2019 and $41 in 2020.</p><p>The company's main businesses comprise of its platform and apps. Its platform business mainly includes AppLovin Core Technologies and AppLovin Software. Its apps consist of over 200 free-to-play mobile games in five genres, run by 12 studios including those owned by the company and also those it partners with. The five major game genres offering by the company include casual, hypercasual, match-three, midcore, and card/casino. No single game of the company contributed more than 16% of its total revenue in 2020.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/0638b1ba5528bc65ee975156f3bcfd46\" tg-width=\"605\" tg-height=\"225\" referrerpolicy=\"no-referrer\"><span>Source: Company data</span></p><p>The company collects revenue from two sources including business clients and consumers. In 2020, business clients accounted for 49% of total revenue and consumers represented 51% of total revenue.</p><p><b>Business Clients:</b></p><ul><li>The company has a wide range of business clients including Facebook(NASDAQ:FB), Google, and a number of much smaller companies. It had 1,400 business clients at the end of 2020. Nearly 99% of the company's business revenue came from its 172 enterprise clients as of December 31, 2020. The company also had a solid customer retention rate of 118% in 2020 for its enterprise clients.</li><li>AppLovin Software is a comprehensive suite of tools for developers to get their mobile apps discovered and downloaded by the right users, optimize return on marketing spend, and maximize monetization of engagement. AppLovin Software reaches an audience of over 410 million users per day. The company's software solutions provide tools for mobile app developers to expand their businesses by optimizing and automating the marketing and monetization of their apps. Since inception, the company's platform has driven more than 6 billion mobile app installs.</li><li>The company's main software includes AppDiscovery and MAX. Business clients use AppDiscovery to automate, optimize, and manage their app user acquisition investments. They set marketing and user growth goals, and AppDiscovery optimizes their ad spend in an effort to achieve their return on advertising spend targets and other marketing objectives. AppDiscovery comprises the vast majority of revenue from its software.</li><li>Revenue is generated from the advertisers, typically on a performance-based, cost-per-install basis, and shared with the company's advertising publishers, typically on a cost per impression model. Business clients use MAX to optimize purchases of app ad inventory.</li><li>The Compass Analytics tool within MAX provides insights to manage against key performance indicators, understand the long-term value of users, and help manage profitability. Revenue from MAX is generated based on a percentage of client spend. Business clients that purchase advertising inventory from the company's Apps are able to target highly relevant users from its diverse and global portfolio of over 200 mobile games.</li></ul><p><b>Consumers:</b></p><ul><li>The company has also developed and invested in AppLovin Apps, which consist of a globally diversified portfolio of over 200 free-to-play mobile games. These Apps are accessed by nearly 32 million users every day. Consumer revenue is generated when the user of its apps makes an in-app purchase (IAP).</li><li>The company's apps are mostly free-to-play mobile games and generate consumer revenue through in-app purchase of virtual items which are used to enhance gameplay and improve the probabilities of the mobile game progression opportunities.</li><li>During the three months ended December 31, 2020, the company had an average of 2.1 million monthly active payers (MAPs) across its portfolio of apps. Over that period, the company had an average revenue per monthly active payer of $41.</li></ul><p><img src=\"https://static.tigerbbs.com/17a469e7db2359f56bb1fec2388f2826\" tg-width=\"555\" tg-height=\"454\" referrerpolicy=\"no-referrer\"><b>Major Competitors</b></p><p>In the mobile games and other mobile game app related businesses, the major competitors include Unity Software, Activision Blizzard, Tencent Holdings(OTCPK:TCEHY), and Zynga. In the advertising platform business, the company's major competitors include Facebook, Alphabet, and Amazon (AMZN). Many of these companies are also AppLovin's partners and customers. In addition to these mega companies, the company faces competition from thousands of smaller competitors worldwide.</p><p>Balance Sheet and Cash Flow Analysis</p><p>The company has a leveraged balance sheet. Net debt increased from $0.8 billion at the end of 2019 to $1.3 billion at the end of 2020. Net debt to adjusted EBITDA ratio also rose from 260% at the end of 2019 to 315% at the end of 2020. After KKR invested in the company in 2018, it appears that AppLovin was advised to add more leverage and expand the business more aggressively through numerous acquisitions. Through this IPO, the company's balance sheet will become much stronger.</p><p>The company generated positive cash flow from operations and free cash flow in the past two years. Its cash flow from operations and free cash flow averaged $211 million and $207 million, respectively, in 2019 and 2020.</p><p><b>Conclusion</b></p><p>AppLovin is one of the key beneficiaries of the surging growth of game-related mobile apps. Our base case valuation of AppLovin is EV of $35.1 billion, implied market cap of $35.7 billion, and target price per share of $99.8, which is about 17% higher than the high end of the IPO price range. In recent months, some of the major game-related IPOs including Roblox and Unity Software have done really well, although their share prices have come down from their recent highs. AppLovin will likely be compared against these stocks.</p><p>Despite AppLovin's decline in operating margins in 2020 due to higher operating expenses, it is more likely that investors will focus on the company's ability to continue to scale up the business and generate higher sales growth. There remains some uncertainty in terms of how quickly the company is willing to focus on the probability at the expense of lower sales growth. In addition, there are some concerns about the recent weakening sentiment on the tech-related IPOs.</p>","source":"seekingalpha","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>AppLovin: Capitalizing On The Surging Growth Of Mobile Game Apps</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\">\nAppLovin: Capitalizing On The Surging Growth Of Mobile Game Apps\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-04-13 14:39 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4418129-applovin-capitalizing-growth-mobile-game-apps><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryAppLovin announced its IPO price range of $75 to $85 per share. The company is selling 25 million shares.At the high end of the IPO price range, the company is aiming to raise $2.1 billion, and...</p>\n\n<a href=\"https://seekingalpha.com/article/4418129-applovin-capitalizing-growth-mobile-game-apps\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"APP":"AppLovin Corporation"},"source_url":"https://seekingalpha.com/article/4418129-applovin-capitalizing-growth-mobile-game-apps","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"1125635474","content_text":"SummaryAppLovin announced its IPO price range of $75 to $85 per share. The company is selling 25 million shares.At the high end of the IPO price range, the company is aiming to raise $2.1 billion, and it would be valued at $30.4 billion.Our base case valuation of AppLovin is an EV of $35.1 billion, implied market cap of $35.7 billion, and target price per share of $99.8.The company has been a key beneficiary of the surging growth of popular game apps.Despite strong sales growth, its operating margins worsened in 2020 due to higher operating expenses.Investment ThesisAppLovinAppLovin Corporation  is one of the key beneficiaries of the exploding demand for mobile apps, especially for mobile games. The company's sales growth has been surging in recent years as the company has benefited from both organic growth and has been aggressive in making numerous acquisitions in the past three years.Most developers lack access to the marketing, monetization, and data analytics tools required to stand out among the more than 4.8 million mobile apps available on the Apple App Store(NASDAQ:AAPL)and Google Play Store(NASDAQ:GOOG)(NASDAQ:GOOGL). The company's products and services help many app developers to scale up their business and create a successful app that can be sustained long term. This is where the company's capabilities in app development, marketing, and analytics really stand out.There are more than 1.3 million mobile gaming apps on the Apple App Store and Google Play Store.Mobile gamingaccounts for 39% of worldwide app downloads and for 72% of all app store consumer spend by value, according to Sensor Tower.Although the company's operating margins declined in the past two years mainly due to higher operating expenses, we believe that the company's profit margins will turn around this year due to a combination of higher economies of scale and lower operating expenses as a percentage of revenues.Comparable Companies Valuation AnalysisIn the comparable companies valuation analysis, we used the following companies as comps to AppLovin:Unity Software (U)Roblox Corp. (RBLX)Activision Blizzard (ATVI)Zynga (ZNGA)Our base case valuation of AppLovin is an EV of $35.1 billion, implied market cap of $35.7 billion, and implied target price per share of $99.8. This represents 17% upside from the high end of the IPO price range of $85. We have a POSITIVE view of the AppLovin IPO.Our base case valuation of AppLovin is based on a 16x EV/S multiple (using 2021 sales estimate), which represents a 10% higher than the average EV/S multiple of the comps. It is also below the EV/S multiple of Unity Software and Roblox which trade at EV/S multiple of 26.8x and 19.2x, respectively.The comps' average sales growth in 2020 and 2021 are similar to the sales growth rates of AppLovin in this period. Among the comps, Roblox has the highest sales growth and Activision has the lowest sales growth in 2020 and 2021. Overall, we have assumed higher sales growth for AppLovin versus its peers in 2021 and 2022 and this is one of main reasons why we have applied a 10% higher valuation multiple than the comps.However, Roblox is trading at 19.2x EV/S in 2021 and we have applied a 16x EV/S multiple for AppLovin (17% lower valuation multiple than Roblox). We believe the market will attach a slightly higher valuation multiple for Roblox than AppLovin, mainly due to the former company's higher sales growth and operating margins in 2021, and its brand is more recognized worldwide.Income Statement ForecastAppLovin generated sales of $1,451.1 million and an operating loss of $62.1 million in 2020. The company's sales have nearly tripled from 2018 to 2020. The company's operating margins declined from 50.1% in 2018 to 19.5% in 2019 and -4.3% in 2020. The major reasons for the lower operating margins are due to higher cost of sales, sales & marketing, R&D, and other operating expenses as a percentage of sales.We estimate AppLovin to generate sales of $2.2 billion (up 51% YoY) and an operating profit of $65.2 million in 2021. From 2020 to 2025, we have assumed the company's sales to grow at a CAGR of 28.6%. We have also assumed the company's operating margin to turn positive to 3% in 2021 from -4.3% in 2020. We estimate its operating margins to improve further to 6.8% in 2022, 10.6% in 2023, and 17.8% in 2025. We estimate AppLovin to have sales of $5.1 billion and an operating profit of $0.9 billion in 2025.Company BackgroundThecompanyoriginally started its business helping customers to improve the smartphone customer experiences for all the users. In recent years, the company has become a much bigger player in the mobile gaming segment and it also helps developers to grow their users and improve the monetization of their apps.According to IDC, the company's totalmarket opportunityis estimated to be $189 billion in 2020, growing to $283 billion in 2024, representing a CAGR of 10.6% in this period. This total market size of $184 billion was derived by adding the worldwide total in-app advertising revenue of $101 billion (including gaming and non-gaming in-app display, video, and other advertising, but excluding in-app search advertising) and worldwide direct game spending of $88 billion for 2020.AppLovin has invested about $1 billion in 15 acquisitions and partnerships since 2018. It owns more than 200 free-to-play mobile games from 12 studios.AppLovinlaunched a gaming business unit called Lion Studios in July 2018. It also acquired a company called Max in September 2018. Max provides in-app bidding service, which is a type of advertising where mobile publishers can sell their ad inventory in an auction method). AppLovin also owns and operates gaming studios Machine Zone, Belka Games, PeopleFun and Firecraft Studios.In February 2021, AppLovin signed an agreement to purchase Adjust for $1 billion (including $598 million in cash and $352 million in convertible securities, and an assumption of up to $40 million in debt). Adjust is a leading mobile app analytics& marketing products company in Germany. Adjust provides tools to prevent mobile advertising fraud and better measure the user base. This acquisition is expected to close in 1H 2021.In the IPO prospectus, the company mentioned that it plans to use $75 million of its Class A common shares for charitable purposes. If the company raises $1 billion in the IPO, this would represent nearly 7.5% of total amount. This is a bit unusual to have this large number of shares allocated for charitable purposes. We applaud this move by the CEO and its senior management. Adam Foroughi, the co-founder and CEO of AppLovin, previously co-founded two advertising technology companies, Lifestreet Media Inc. and Social Hour Inc.AppLovin (Key Metrics)The table provides the company's key metrics. There has been a strong increase in the monthly active payers which jumped from 0.3 million in 2018 to 1.0 million in 2019 and 1.5 million in 2020. However, the enterprise clients declined from 192 in 2018 to 172 in 2020. The company defines its enterprise clients as third-party business clients from which it has collected more than $125,000 of revenue in the trailing 12 months. Average revenue per monthly active payer increased from $11 in 2018 to $32 in 2019 and $41 in 2020.The company's main businesses comprise of its platform and apps. Its platform business mainly includes AppLovin Core Technologies and AppLovin Software. Its apps consist of over 200 free-to-play mobile games in five genres, run by 12 studios including those owned by the company and also those it partners with. The five major game genres offering by the company include casual, hypercasual, match-three, midcore, and card/casino. No single game of the company contributed more than 16% of its total revenue in 2020.Source: Company dataThe company collects revenue from two sources including business clients and consumers. In 2020, business clients accounted for 49% of total revenue and consumers represented 51% of total revenue.Business Clients:The company has a wide range of business clients including Facebook(NASDAQ:FB), Google, and a number of much smaller companies. It had 1,400 business clients at the end of 2020. Nearly 99% of the company's business revenue came from its 172 enterprise clients as of December 31, 2020. The company also had a solid customer retention rate of 118% in 2020 for its enterprise clients.AppLovin Software is a comprehensive suite of tools for developers to get their mobile apps discovered and downloaded by the right users, optimize return on marketing spend, and maximize monetization of engagement. AppLovin Software reaches an audience of over 410 million users per day. The company's software solutions provide tools for mobile app developers to expand their businesses by optimizing and automating the marketing and monetization of their apps. Since inception, the company's platform has driven more than 6 billion mobile app installs.The company's main software includes AppDiscovery and MAX. Business clients use AppDiscovery to automate, optimize, and manage their app user acquisition investments. They set marketing and user growth goals, and AppDiscovery optimizes their ad spend in an effort to achieve their return on advertising spend targets and other marketing objectives. AppDiscovery comprises the vast majority of revenue from its software.Revenue is generated from the advertisers, typically on a performance-based, cost-per-install basis, and shared with the company's advertising publishers, typically on a cost per impression model. Business clients use MAX to optimize purchases of app ad inventory.The Compass Analytics tool within MAX provides insights to manage against key performance indicators, understand the long-term value of users, and help manage profitability. Revenue from MAX is generated based on a percentage of client spend. Business clients that purchase advertising inventory from the company's Apps are able to target highly relevant users from its diverse and global portfolio of over 200 mobile games.Consumers:The company has also developed and invested in AppLovin Apps, which consist of a globally diversified portfolio of over 200 free-to-play mobile games. These Apps are accessed by nearly 32 million users every day. Consumer revenue is generated when the user of its apps makes an in-app purchase (IAP).The company's apps are mostly free-to-play mobile games and generate consumer revenue through in-app purchase of virtual items which are used to enhance gameplay and improve the probabilities of the mobile game progression opportunities.During the three months ended December 31, 2020, the company had an average of 2.1 million monthly active payers (MAPs) across its portfolio of apps. Over that period, the company had an average revenue per monthly active payer of $41.Major CompetitorsIn the mobile games and other mobile game app related businesses, the major competitors include Unity Software, Activision Blizzard, Tencent Holdings(OTCPK:TCEHY), and Zynga. In the advertising platform business, the company's major competitors include Facebook, Alphabet, and Amazon (AMZN). Many of these companies are also AppLovin's partners and customers. In addition to these mega companies, the company faces competition from thousands of smaller competitors worldwide.Balance Sheet and Cash Flow AnalysisThe company has a leveraged balance sheet. Net debt increased from $0.8 billion at the end of 2019 to $1.3 billion at the end of 2020. Net debt to adjusted EBITDA ratio also rose from 260% at the end of 2019 to 315% at the end of 2020. After KKR invested in the company in 2018, it appears that AppLovin was advised to add more leverage and expand the business more aggressively through numerous acquisitions. Through this IPO, the company's balance sheet will become much stronger.The company generated positive cash flow from operations and free cash flow in the past two years. Its cash flow from operations and free cash flow averaged $211 million and $207 million, respectively, in 2019 and 2020.ConclusionAppLovin is one of the key beneficiaries of the surging growth of game-related mobile apps. Our base case valuation of AppLovin is EV of $35.1 billion, implied market cap of $35.7 billion, and target price per share of $99.8, which is about 17% higher than the high end of the IPO price range. In recent months, some of the major game-related IPOs including Roblox and Unity Software have done really well, although their share prices have come down from their recent highs. AppLovin will likely be compared against these stocks.Despite AppLovin's decline in operating margins in 2020 due to higher operating expenses, it is more likely that investors will focus on the company's ability to continue to scale up the business and generate higher sales growth. There remains some uncertainty in terms of how quickly the company is willing to focus on the probability at the expense of lower sales growth. In addition, there are some concerns about the recent weakening sentiment on the tech-related IPOs.","news_type":1},"isVote":1,"tweetType":1,"viewCount":157,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}