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JamesSoh

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2022-10-11

I would think there will be strong support around $101 being the peak in July 2019 and the trough in Jun 2022.

Amazon: Still A Mixed Picture, I'll Wait For $90

2022-08-12

Because of the 3 big companies delisting in US

Hot Chinese ADRs Slid in Premarket Trading

2022-05-20

Worth taking a look at this

61 Billion Reasons to Buy Unity Software Stock

2022-05-19

‌$Tesla Motors(TSLA)$‌Closing below $700 would open the door to more pain for TSLA.

2022-05-19

‌$Alibaba(BABA)$‌Seems like a bottom forming for BABA. At current valuation, how much cheaper can it get? 8x PE? As long as no major screw up in the coming earnings reporting, the worst should be behind us. Hang in there buddies.

2022-05-13

‌$Marqeta, Inc.(MQ)$‌Thanks for the ride

2022-05-13

‌$Micron Technology(MU)$‌Bottom found?

2022-05-13

What about their 2billion Bitcoin exposure?

Tesla Stock Keeps Dropping, Does That Make It a Buy?

2021-05-11

$ASCENDAS REAL ESTATE INV TRUST(A17U.SI)$ ex-div

Go to Tiger App to see more news

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would think there will be strong support around $101 being the peak in July 2019 and the trough in Jun 2022.","listText":"I would think there will be strong support around $101 being the peak in July 2019 and the trough in Jun 2022.","text":"I would think there will be strong support around $101 being the peak in July 2019 and the trough in Jun 2022.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9917605224","repostId":"1189371869","repostType":2,"repost":{"id":"1189371869","pubTimestamp":1665492847,"share":"https://ttm.financial/m/news/1189371869?lang=&edition=fundamental","pubTime":"2022-10-11 20:54","market":"us","language":"en","title":"Amazon: Still A Mixed Picture, I'll Wait For $90","url":"https://stock-news.laohu8.com/highlight/detail?id=1189371869","media":"Seeking Alpha","summary":"SummaryAmazon’s large price corrections, combined with the overall market turmoil, have triggered ma","content":"<html><head></head><body><p><b>Summary</b></p><ul><li>Amazon’s large price corrections, combined with the overall market turmoil, have triggered many Q&amp;A among our readers.</li><li>What I see is still a mixed picture with unfavorable odds.</li><li>Its profitability remains under pressure with the many near-term headwinds such as shipping congestion and inflation.</li><li>On the other hand, its valuation is too high. I see a $90 stock price possible in the near future given its historical volatility and its current elevated P/E.</li><li>Even among the FAAMG stocks, I see far better alternatives than Amazon currently.</li></ul><p><b>Thesis</b></p><p>Amazon (NASDAQ:AMZN) has become a frequent Q&amp;A topic among our readers and members of our marketplace service. In this article, I want to consolidate my responses and thoughts more cohesively. And I will do so by focusing on a macroscopic level, an approach motivated by two reasons.</p><p>First, AMZN is such a diversified company with so many complicated parts (retailer, AWS, hardware, et al). Each part merits an in-depth article and plenty of articles (including some of my own articles) have been written on the parts. So it makes sense to write an article at a macroscopic level with the hope of gaining a panoramic view at the cost of losing some of the details. This article will also complement the other pieces that other SA authors wrote about its segments.</p><p>Second, taking a macroscopic approach also helps to elucidate the core strategy and foundational concepts we use in our research and marketplace. So that you might be able to extend the methodology to other stocks of interest to yourself beyond AMZN. In particular, we will use the Fama French method in this article to analyze AMZN.</p><p>Under this context, the main conclusions of this article are twofold:</p><ul><li>Its profitability is less competitive than other peers. And I see inflation and supply chain pressures keep challenging its operating environment in the second half of 2022. In particular, the cost of fuel should lead operating expenses to increase during the remainder of the year. At the same time, the picture for overseas container costs remains mixed.</li><li>While at the same time, its valuation is still quite expensive, both in absolute terms and relative terms. Due to its current negative cash flow and negligible accounting EPS, valuation metrics in terms of bottom lines are not meaningful for AMZN. Its GAAP FW P/E is quoted at about 2531x. Even looking 2 years out, at its current price, its FY2 P/E of 50.75x is still too high when compared to the FAAMG group – which also has far better profitability metrics than AMZN.</li></ul><p>All told, I see a $90 stock price possible in the near future for AMZN given its historical volatility and its current elevated P/E. And that level, it would be much more reasonably valued and would be worthy of another close look.</p><p><b>Shipping situation remains mixed</b></p><p>AMZN faces a multitude of headwinds, ranging from high fuel cost, inflation, foreign exchange rates, et al. And all have been detailed in other SA articles. Here I will focus on one aspect not often mentioned: the mixed outlook of shipping costs.</p><p>On the positive side, the overseas shipping cost has gone down dramatically since its peak reached around September and October 2021 as you can see from the following chart (based on Drewry’s data). The shipping container costs peaked above $10k during that time. It has been continuously declining since then. The Drewry’s composite World Container Index decreased by 8% alone last week to the current $3,688. Compare to its peak level about 1 year ago, the current price is almost 1/3 of the peak price. To further corroborate the picture, the second chart below shows the trade routes from Shanghai to other key port cities in the world (also based on Drewry’s data). As seen, the costs have also been declining, almost continuously, since 2021 September too. Take the trade routes between Shanghai and New York as an example. The costs have declined by almost ½ from around $15k a year ago to the current level of about $7k.</p><p>However, on the negative side, the impacts of China’s COVID lockdown may still take time to clear up, and new lockdowns are very possible given the recent resurgence in key Chinese cities. At the same time, gasoline prices remain near a historical high. According to YCharts data shown below, the national average price per gallon of unleaded gasoline is $3.91. It is about 23% below the peak of $5.1 reached recently, but still among the highest level since 1995 as seen.</p><p><img src=\"https://static.tigerbbs.com/256180d98a9dd64ca2d83ff439a9c5e0\" tg-width=\"640\" tg-height=\"389\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>Source: Drewry’s data</p><p><img src=\"https://static.tigerbbs.com/69b9d87580ac4907f0c4fbe68d328fc7\" tg-width=\"640\" tg-height=\"386\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>Source: Drewry’s data</p><p><img src=\"https://static.tigerbbs.com/07ece3b4ce194cad87f1dbdef5474f88\" tg-width=\"640\" tg-height=\"389\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>Source: Seeking Alpha data</p><p>AMZN profitability examined by Fama French</p><p>The factors above will keep their pressure on AMZN’s margins and profitability, which is not that impressive to start with as shown by a Fama French analysis below. The background of the Fama French has been provided in our earlier article. A brief recap is provided here for ease of reference (especially for readers who do not have access to our past articles).</p><blockquote><i>The method is named after Eugene Fama and Ken French. In 2013, Eugene Fama shared the Nobel Prize in economics with Lars Peter Hansen and Robert Shiller for their work on asset prices. The Fama French method is considered a significant improvement over the CAPM method because it adjusted for outperformance tendency.</i></blockquote><blockquote><i>The raw data used in this article were pulled from theDartmouth Tuck Business School database. We then analyzed the raw data using a simplified version of the Fama French method.</i></blockquote><blockquote><i>The following two charts show two of AMZN’s factors (operation profitability and valuation) compared to the general market.Past results have shown that these two factors have truly held up over all time periods.</i></blockquote><p>AMZN’s scores on these two factors are shown below. The first chart shows the OP factor of AMZN compared against all the other stocks in the market by percentile. As you can see, AMZN is not highly profitable by the OP metric (not a horrible one either). Its OP has oscillated the top 25% and the market median most of the time in recent years. Its current OP is 17.9%, actually slightly below the market median OP of 19.5%.</p><p>Another metric that we always like to check is the return on capital employed (“ROCE”), just in case for some businesses, the capital employed deviates from their equity substantially. And as seen, in AMZN’s case, there is a noticeable difference. Its ROCE (the thicker cyan line) has been consistently better than its OP, suggesting that its equity overrepresents its capital actually employed. But currently, its ROCE hovers around 16.4%, also below the market median as seen.</p><p><img src=\"https://static.tigerbbs.com/3a7442f7c4e4bfe121f4d75c2d27c3ba\" tg-width=\"640\" tg-height=\"406\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>Source: Author</p><p>AMZN valuation examined by Fama French</p><p>Now move on to the valuation factor. As aforementioned, due to its current negative cash flow and negligible accounting EPS, valuation metrics in terms of bottom lines are not meaningful for AMZN (FY1 GAAPP/E is 2531x). Even its FY2P/E of 50.75x is still too high when compared to the FAAMG group: more than 4x higher than META, 3x higher than GOOG, and 2x higher than AAPL and NFLX.</p><p><img src=\"https://static.tigerbbs.com/3a89e3a63b9eef0ea0761ce0b6cc2210\" tg-width=\"640\" tg-height=\"133\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>Source: Seeking alpha data</p><p>The next chart shows AMZN’sP/E factor is also much higher than the overall market. Again, here you need to ignore the large gyrations because of the large fluctuations in its accounting EPS over the years. However, currently, its 50+ FY2P/E would make it among the most expensively valued stocks on the market.</p><p>To provide some reference points, the top 5% percentileP/E in the market is currently 117x, and the top 10% percentile is 69.9x. So regardless of whichP/E you want to pick for AMZN, its current valuation is near the top 5% or the 10% percentile, a stark contrast to its below-average profitability.</p><p><img src=\"https://static.tigerbbs.com/f9be743a0bfec85a1d5c881e8a1c8631\" tg-width=\"640\" tg-height=\"386\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>Source: Author</p><p><b>Risks and final thoughts</b></p><p>To recap, despite large price corrections, I still see a mixed picture for AMZN under its current conditions. AMZN faces a multitude of headwinds, including shipping cost, inflation, foreign exchange rates, et al. I anticipate these headwinds to keep their pressure on its profitability, which is not super-competitive to start with. Its profitability, either measured by OP or ROCE, has oscillated between the top 25% and the market median most of the time. And they are currently slightly below the market median.</p><p>As such, under current conditions, we see better alternatives even within the FAAMG group. For example, the following two charts show the OP andP/E scores for Apple (AAPL). You can see the picture is completely the opposite when compared to AMZN. AAPL’s profitability, either measured by OP or ROCE, is far superior to the overall market as shown in the first chart. Yet, its valuation is only slightly above the market median.</p><p>All told, I see a $90 stock price possible for AMZN in the near future given its historical volatility and its current elevatedP/E. A $90 stock price would translate into a 40xP/E based on its FY2 EPS forecast. Still not cheap by any standard. But it is more reasonable and close to the top 25% percentile of the overall market. And a $90 level, it would be worthy of another close look given its growth potential (driven by its eCommerce, AWS, and healthcare initiatives for example).</p><p><img src=\"https://static.tigerbbs.com/a8aa0f3e9e00bc90c9d1b923b0781f4e\" tg-width=\"640\" tg-height=\"402\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>Source: Author</p><p><img src=\"https://static.tigerbbs.com/55e77e81f4516106d39fd3f27a099af2\" tg-width=\"640\" tg-height=\"391\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>Source: Author</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Amazon: Still A Mixed Picture, I'll Wait For $90</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\">\nAmazon: Still A Mixed Picture, I'll Wait For $90\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-10-11 20:54 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4545827-amazon-still-a-mixed-picture-ill-wait-for-90><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryAmazon’s large price corrections, combined with the overall market turmoil, have triggered many Q&A among our readers.What I see is still a mixed picture with unfavorable odds.Its profitability...</p>\n\n<a href=\"https://seekingalpha.com/article/4545827-amazon-still-a-mixed-picture-ill-wait-for-90\">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"},"source_url":"https://seekingalpha.com/article/4545827-amazon-still-a-mixed-picture-ill-wait-for-90","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1189371869","content_text":"SummaryAmazon’s large price corrections, combined with the overall market turmoil, have triggered many Q&A among our readers.What I see is still a mixed picture with unfavorable odds.Its profitability remains under pressure with the many near-term headwinds such as shipping congestion and inflation.On the other hand, its valuation is too high. I see a $90 stock price possible in the near future given its historical volatility and its current elevated P/E.Even among the FAAMG stocks, I see far better alternatives than Amazon currently.ThesisAmazon (NASDAQ:AMZN) has become a frequent Q&A topic among our readers and members of our marketplace service. In this article, I want to consolidate my responses and thoughts more cohesively. And I will do so by focusing on a macroscopic level, an approach motivated by two reasons.First, AMZN is such a diversified company with so many complicated parts (retailer, AWS, hardware, et al). Each part merits an in-depth article and plenty of articles (including some of my own articles) have been written on the parts. So it makes sense to write an article at a macroscopic level with the hope of gaining a panoramic view at the cost of losing some of the details. This article will also complement the other pieces that other SA authors wrote about its segments.Second, taking a macroscopic approach also helps to elucidate the core strategy and foundational concepts we use in our research and marketplace. So that you might be able to extend the methodology to other stocks of interest to yourself beyond AMZN. In particular, we will use the Fama French method in this article to analyze AMZN.Under this context, the main conclusions of this article are twofold:Its profitability is less competitive than other peers. And I see inflation and supply chain pressures keep challenging its operating environment in the second half of 2022. In particular, the cost of fuel should lead operating expenses to increase during the remainder of the year. At the same time, the picture for overseas container costs remains mixed.While at the same time, its valuation is still quite expensive, both in absolute terms and relative terms. Due to its current negative cash flow and negligible accounting EPS, valuation metrics in terms of bottom lines are not meaningful for AMZN. Its GAAP FW P/E is quoted at about 2531x. Even looking 2 years out, at its current price, its FY2 P/E of 50.75x is still too high when compared to the FAAMG group – which also has far better profitability metrics than AMZN.All told, I see a $90 stock price possible in the near future for AMZN given its historical volatility and its current elevated P/E. And that level, it would be much more reasonably valued and would be worthy of another close look.Shipping situation remains mixedAMZN faces a multitude of headwinds, ranging from high fuel cost, inflation, foreign exchange rates, et al. And all have been detailed in other SA articles. Here I will focus on one aspect not often mentioned: the mixed outlook of shipping costs.On the positive side, the overseas shipping cost has gone down dramatically since its peak reached around September and October 2021 as you can see from the following chart (based on Drewry’s data). The shipping container costs peaked above $10k during that time. It has been continuously declining since then. The Drewry’s composite World Container Index decreased by 8% alone last week to the current $3,688. Compare to its peak level about 1 year ago, the current price is almost 1/3 of the peak price. To further corroborate the picture, the second chart below shows the trade routes from Shanghai to other key port cities in the world (also based on Drewry’s data). As seen, the costs have also been declining, almost continuously, since 2021 September too. Take the trade routes between Shanghai and New York as an example. The costs have declined by almost ½ from around $15k a year ago to the current level of about $7k.However, on the negative side, the impacts of China’s COVID lockdown may still take time to clear up, and new lockdowns are very possible given the recent resurgence in key Chinese cities. At the same time, gasoline prices remain near a historical high. According to YCharts data shown below, the national average price per gallon of unleaded gasoline is $3.91. It is about 23% below the peak of $5.1 reached recently, but still among the highest level since 1995 as seen.Source: Drewry’s dataSource: Drewry’s dataSource: Seeking Alpha dataAMZN profitability examined by Fama FrenchThe factors above will keep their pressure on AMZN’s margins and profitability, which is not that impressive to start with as shown by a Fama French analysis below. The background of the Fama French has been provided in our earlier article. A brief recap is provided here for ease of reference (especially for readers who do not have access to our past articles).The method is named after Eugene Fama and Ken French. In 2013, Eugene Fama shared the Nobel Prize in economics with Lars Peter Hansen and Robert Shiller for their work on asset prices. The Fama French method is considered a significant improvement over the CAPM method because it adjusted for outperformance tendency.The raw data used in this article were pulled from theDartmouth Tuck Business School database. We then analyzed the raw data using a simplified version of the Fama French method.The following two charts show two of AMZN’s factors (operation profitability and valuation) compared to the general market.Past results have shown that these two factors have truly held up over all time periods.AMZN’s scores on these two factors are shown below. The first chart shows the OP factor of AMZN compared against all the other stocks in the market by percentile. As you can see, AMZN is not highly profitable by the OP metric (not a horrible one either). Its OP has oscillated the top 25% and the market median most of the time in recent years. Its current OP is 17.9%, actually slightly below the market median OP of 19.5%.Another metric that we always like to check is the return on capital employed (“ROCE”), just in case for some businesses, the capital employed deviates from their equity substantially. And as seen, in AMZN’s case, there is a noticeable difference. Its ROCE (the thicker cyan line) has been consistently better than its OP, suggesting that its equity overrepresents its capital actually employed. But currently, its ROCE hovers around 16.4%, also below the market median as seen.Source: AuthorAMZN valuation examined by Fama FrenchNow move on to the valuation factor. As aforementioned, due to its current negative cash flow and negligible accounting EPS, valuation metrics in terms of bottom lines are not meaningful for AMZN (FY1 GAAPP/E is 2531x). Even its FY2P/E of 50.75x is still too high when compared to the FAAMG group: more than 4x higher than META, 3x higher than GOOG, and 2x higher than AAPL and NFLX.Source: Seeking alpha dataThe next chart shows AMZN’sP/E factor is also much higher than the overall market. Again, here you need to ignore the large gyrations because of the large fluctuations in its accounting EPS over the years. However, currently, its 50+ FY2P/E would make it among the most expensively valued stocks on the market.To provide some reference points, the top 5% percentileP/E in the market is currently 117x, and the top 10% percentile is 69.9x. So regardless of whichP/E you want to pick for AMZN, its current valuation is near the top 5% or the 10% percentile, a stark contrast to its below-average profitability.Source: AuthorRisks and final thoughtsTo recap, despite large price corrections, I still see a mixed picture for AMZN under its current conditions. AMZN faces a multitude of headwinds, including shipping cost, inflation, foreign exchange rates, et al. I anticipate these headwinds to keep their pressure on its profitability, which is not super-competitive to start with. Its profitability, either measured by OP or ROCE, has oscillated between the top 25% and the market median most of the time. And they are currently slightly below the market median.As such, under current conditions, we see better alternatives even within the FAAMG group. For example, the following two charts show the OP andP/E scores for Apple (AAPL). You can see the picture is completely the opposite when compared to AMZN. AAPL’s profitability, either measured by OP or ROCE, is far superior to the overall market as shown in the first chart. Yet, its valuation is only slightly above the market median.All told, I see a $90 stock price possible for AMZN in the near future given its historical volatility and its current elevatedP/E. A $90 stock price would translate into a 40xP/E based on its FY2 EPS forecast. Still not cheap by any standard. But it is more reasonable and close to the top 25% percentile of the overall market. And a $90 level, it would be worthy of another close look given its growth potential (driven by its eCommerce, AWS, and healthcare initiatives for example).Source: AuthorSource: Author","news_type":1},"isVote":1,"tweetType":1,"viewCount":229,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9990134988,"gmtCreate":1660306331147,"gmtModify":1676533447898,"author":{"id":"3567640283871761","authorId":"3567640283871761","name":"JamesSoh","avatar":"https://community-static.tradeup.com/news/0957f1577095e25f4b8d392256266b58","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3567640283871761","authorIdStr":"3567640283871761"},"themes":[],"htmlText":"Because of the 3 big companies delisting in US","listText":"Because of the 3 big companies delisting in US","text":"Because of the 3 big companies delisting in US","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9990134988","repostId":"1127036804","repostType":2,"repost":{"id":"1127036804","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":1660299078,"share":"https://ttm.financial/m/news/1127036804?lang=&edition=fundamental","pubTime":"2022-08-12 18:11","market":"us","language":"en","title":"Hot Chinese ADRs Slid in Premarket Trading","url":"https://stock-news.laohu8.com/highlight/detail?id=1127036804","media":"Tiger Newspress","summary":"Hot Chinese ADRs Slid in Premarket Trading.Alibaba, Baidu, Bilibili, iQiyi, JD.com, Nio, Li Auto, Ne","content":"<html><head></head><body><p>Hot Chinese ADRs Slid in Premarket Trading.</p><p><a href=\"https://laohu8.com/S/BABA\">Alibaba</a>, <a href=\"https://laohu8.com/S/BIDU\">Baidu</a>, Bilibili, iQiyi, <a href=\"https://laohu8.com/S/JD\">JD.com</a>, Nio, <a href=\"https://laohu8.com/S/LI\">Li Auto</a>, <a href=\"https://laohu8.com/S/NTES\">NetEase</a>, Pinduoduo, and Xpeng fell between 2% and 5%.</p><p><img src=\"https://static.tigerbbs.com/2f3a276c7520fa990595ed037f44b3de\" tg-width=\"440\" tg-height=\"707\" referrerpolicy=\"no-referrer\"/></p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Hot Chinese ADRs Slid in Premarket Trading</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nHot Chinese ADRs Slid in Premarket Trading\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time\">2022-08-12 18:11</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Hot Chinese ADRs Slid in Premarket Trading.</p><p><a href=\"https://laohu8.com/S/BABA\">Alibaba</a>, <a href=\"https://laohu8.com/S/BIDU\">Baidu</a>, Bilibili, iQiyi, <a href=\"https://laohu8.com/S/JD\">JD.com</a>, Nio, <a href=\"https://laohu8.com/S/LI\">Li Auto</a>, <a href=\"https://laohu8.com/S/NTES\">NetEase</a>, Pinduoduo, and Xpeng fell between 2% and 5%.</p><p><img src=\"https://static.tigerbbs.com/2f3a276c7520fa990595ed037f44b3de\" tg-width=\"440\" tg-height=\"707\" referrerpolicy=\"no-referrer\"/></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"09618":"京东集团-SW","BK4534":"瑞士信贷持仓","BK4533":"AQR资本管理(全球第二大对冲基金)","BK4555":"新能源车","09988":"阿里巴巴-W","BK4509":"腾讯概念","BK4558":"双十一","LI":"理想汽车","BK1584":"蚂蚁金服概念","JD":"京东","09888":"百度集团-SW","EVS.SI":"MSCI China Electric Vehicles and Future Mobility ETF-NikkoAM","BABA":"阿里巴巴","XPEV":"小鹏汽车","BK4531":"中概回港概念","NTES":"网易","BK1588":"回港中概股","BK1517":"云办公","BK4554":"元宇宙及AR概念","BK4532":"文艺复兴科技持仓","BIDU":"百度"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1127036804","content_text":"Hot Chinese ADRs Slid in Premarket Trading.Alibaba, Baidu, Bilibili, iQiyi, JD.com, Nio, Li Auto, NetEase, Pinduoduo, and Xpeng fell between 2% and 5%.","news_type":1},"isVote":1,"tweetType":1,"viewCount":245,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9021028158,"gmtCreate":1652976787874,"gmtModify":1676535200395,"author":{"id":"3567640283871761","authorId":"3567640283871761","name":"JamesSoh","avatar":"https://community-static.tradeup.com/news/0957f1577095e25f4b8d392256266b58","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3567640283871761","authorIdStr":"3567640283871761"},"themes":[],"htmlText":"Worth taking a look at this","listText":"Worth taking a look at this","text":"Worth taking a look at this","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9021028158","repostId":"2236767349","repostType":2,"repost":{"id":"2236767349","pubTimestamp":1653016149,"share":"https://ttm.financial/m/news/2236767349?lang=&edition=fundamental","pubTime":"2022-05-20 11:09","market":"us","language":"en","title":"61 Billion Reasons to Buy Unity Software Stock","url":"https://stock-news.laohu8.com/highlight/detail?id=2236767349","media":"Motley Fool","summary":"Shares of Unity Software were hammered following the release of the company's first-quarter results ","content":"<html><head></head><body><p>Shares of <b>Unity Software</b> were hammered following the release of the company&#39;s first-quarter results on May 10 with the stock dropping 37% in a single session as investors panicked at its terrible guidance.</p><p>Though Unity delivered record quarterly revenue and impressive gains across its business segments, it expects a major slowdown in its top-line growth this quarter. However, a closer look indicates that its problems are likely short term in nature.</p><p>What&#39;s more, the huge end-market opportunity the company is sitting on in real-time 3D content makes buying Unity stock a no-brainer following its big plunge.</p><p><b>Unity Software&#39;s results weren&#39;t all that bad</b></p><p>First-quarter revenue of $320.1 million was up 36% year over year, and the company reported an adjusted loss of $0.08 per share, down from the year-ago period&#39;s $0.10 loss. The top line was slightly lower than the Wall Street estimate of $320.7 million, while the loss was in line with expectations.</p><p>The impressive increase in revenue was driven by robust growth in customer spending. Unity had 1,083 customers last quarter that generated more than $100,000 in revenue over the trailing 12 months, up 29% from 837 such customers at the end of the year-ago quarter.</p><p>The company also reported a dollar-based net expansion rate of 135%. This is another indication of an increase in customer spending since it compares the revenue generated in the current period to the revenue generated in the prior-year period from the same set of customers. A reading above 100% points to stronger adoption of Unity&#39;s offerings among its users.</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/7d37411519d470ff3c53a15776d3013c\" tg-width=\"700\" tg-height=\"466\" width=\"100%\" height=\"auto\"/><span>Image source: Getty Images</span></p><p>More importantly, the company saw healthy demand across both its key business segments. The create segment -- which enables developers, creators, artists, engineers, and architects to create interactive, real-time 3D content -- reported a 65% year-over-year increase in revenue to $116 million, or 36% of the top line. Unity credited this terrific growth to the growing adoption of real-time 3D content.</p><p>With the global market for 3D content creation expected to clock nearly 14% annual growth through 2027, this segment seems built for impressive long-term growth. However, the operate segment -- which uses revenue-sharing agreements to monetize the content created on its platform by developers -- dragged the company&#39;s results lower last quarter.</p><p>Though operate revenue increased 26% year over year to $184 million, it ran into monetization challenges due to internal factors. There was a flaw in Unity&#39;s <a href=\"https://laohu8.com/S/ADNC\">Audience</a> Pinpointer tool that enables creators and developers to target the right users on the company&#39;s platform, and that led to a loss of revenue last quarter. The company estimates a $110 million revenue loss due to this flaw in 2022 and points out that the harm due to this issue will be limited to the current year only.</p><p>But revenue growth will take a severe hit in the current quarter due to the ongoing monetization challenges. Unity anticipates revenue to increase just 6% to 8% year over year to a range of $290 million to $295 million. But full-year guidance indicates growth should pick back up in the second half of the year.</p><p>Full-year revenue growth should land between 22% and 28% in a range of $1.35 billion to $1.43 billion. What&#39;s more, managements expects the company to become profitable by the fourth quarter of 2022, which would be ahead of its original target. Management also foresees full-year profitability in 2023.</p><p>The good part is Unity expects to clock impressive growth in the long run with CEO John Riccitiello saying on the latest earnings call that &#34;Unity will sustain and sustainably grow revenue at or above 30% per year over the long term even as we gain scale.&#34; That won&#39;t be surprising given the multibillion-dollar market where the company is gaining traction.</p><p><b>This multibillion-dollar opportunity can supercharge the stock</b></p><p>Unity Software is witnessing robust growth in the digital-twins business, a market that&#39;s gaining traction thanks to the metaverse. Digital twins are virtual representations of a physical object in the real world. The metaverse -- a 3D virtual platform wherein people can collaborate and socialize through their virtual avatars -- is predicted to fuel an explosion in demand for digital twins in the long run.</p><p>Mordor Intelligence estimates the digital-twin market could generate $61 billion in revenue by 2027, clocking a compound annual growth rate of just over 34%. As it turns out, Unity is on its way to capitalizing on this massive opportunity already.</p><p>The company had 3,000 customers for its digital-twins solutions at the beginning of 2022. That number should have increased by now, because it closed 34 deals for its digital-twin solutions with each valued at more than $100,000 in the first quarter, an increase of 126% over the year-ago period.</p><p>Management also points out that its digital-twin customers &#34;are spending more time with us as we land and expand to drive tangible outcomes with real-time 3D across the enterprise.&#34; Its products here are serving customers across various verticals such as manufacturing, construction, automotive, and advanced simulation, among others.</p><p>So growing adoption of digital-twins offerings should boost the top and bottom lines in the future, and analysts&#39; forecasts indicate the same. Unity is expected to clock annual bottom-line growth of 69% for the next five years. That&#39;s why investors looking to add a potential long-term winner might want to take advantage of the stock&#39;s latest drop and buy its shares while they&#39;re trading at 9.2 times sales, a big discount to last year&#39;s peak of more than 50.</p></body></html>","source":"fool_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>61 Billion Reasons to Buy Unity Software Stock</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\">\n61 Billion Reasons to Buy Unity Software Stock\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-05-20 11:09 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2022/05/18/61-billion-reasons-to-buy-unity-software-stock/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Shares of Unity Software were hammered following the release of the company's first-quarter results on May 10 with the stock dropping 37% in a single session as investors panicked at its terrible ...</p>\n\n<a href=\"https://www.fool.com/investing/2022/05/18/61-billion-reasons-to-buy-unity-software-stock/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"U":"Unity Software Inc."},"source_url":"https://www.fool.com/investing/2022/05/18/61-billion-reasons-to-buy-unity-software-stock/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2236767349","content_text":"Shares of Unity Software were hammered following the release of the company's first-quarter results on May 10 with the stock dropping 37% in a single session as investors panicked at its terrible guidance.Though Unity delivered record quarterly revenue and impressive gains across its business segments, it expects a major slowdown in its top-line growth this quarter. However, a closer look indicates that its problems are likely short term in nature.What's more, the huge end-market opportunity the company is sitting on in real-time 3D content makes buying Unity stock a no-brainer following its big plunge.Unity Software's results weren't all that badFirst-quarter revenue of $320.1 million was up 36% year over year, and the company reported an adjusted loss of $0.08 per share, down from the year-ago period's $0.10 loss. The top line was slightly lower than the Wall Street estimate of $320.7 million, while the loss was in line with expectations.The impressive increase in revenue was driven by robust growth in customer spending. Unity had 1,083 customers last quarter that generated more than $100,000 in revenue over the trailing 12 months, up 29% from 837 such customers at the end of the year-ago quarter.The company also reported a dollar-based net expansion rate of 135%. This is another indication of an increase in customer spending since it compares the revenue generated in the current period to the revenue generated in the prior-year period from the same set of customers. A reading above 100% points to stronger adoption of Unity's offerings among its users.Image source: Getty ImagesMore importantly, the company saw healthy demand across both its key business segments. The create segment -- which enables developers, creators, artists, engineers, and architects to create interactive, real-time 3D content -- reported a 65% year-over-year increase in revenue to $116 million, or 36% of the top line. Unity credited this terrific growth to the growing adoption of real-time 3D content.With the global market for 3D content creation expected to clock nearly 14% annual growth through 2027, this segment seems built for impressive long-term growth. However, the operate segment -- which uses revenue-sharing agreements to monetize the content created on its platform by developers -- dragged the company's results lower last quarter.Though operate revenue increased 26% year over year to $184 million, it ran into monetization challenges due to internal factors. There was a flaw in Unity's Audience Pinpointer tool that enables creators and developers to target the right users on the company's platform, and that led to a loss of revenue last quarter. The company estimates a $110 million revenue loss due to this flaw in 2022 and points out that the harm due to this issue will be limited to the current year only.But revenue growth will take a severe hit in the current quarter due to the ongoing monetization challenges. Unity anticipates revenue to increase just 6% to 8% year over year to a range of $290 million to $295 million. But full-year guidance indicates growth should pick back up in the second half of the year.Full-year revenue growth should land between 22% and 28% in a range of $1.35 billion to $1.43 billion. What's more, managements expects the company to become profitable by the fourth quarter of 2022, which would be ahead of its original target. Management also foresees full-year profitability in 2023.The good part is Unity expects to clock impressive growth in the long run with CEO John Riccitiello saying on the latest earnings call that \"Unity will sustain and sustainably grow revenue at or above 30% per year over the long term even as we gain scale.\" That won't be surprising given the multibillion-dollar market where the company is gaining traction.This multibillion-dollar opportunity can supercharge the stockUnity Software is witnessing robust growth in the digital-twins business, a market that's gaining traction thanks to the metaverse. Digital twins are virtual representations of a physical object in the real world. The metaverse -- a 3D virtual platform wherein people can collaborate and socialize through their virtual avatars -- is predicted to fuel an explosion in demand for digital twins in the long run.Mordor Intelligence estimates the digital-twin market could generate $61 billion in revenue by 2027, clocking a compound annual growth rate of just over 34%. As it turns out, Unity is on its way to capitalizing on this massive opportunity already.The company had 3,000 customers for its digital-twins solutions at the beginning of 2022. That number should have increased by now, because it closed 34 deals for its digital-twin solutions with each valued at more than $100,000 in the first quarter, an increase of 126% over the year-ago period.Management also points out that its digital-twin customers \"are spending more time with us as we land and expand to drive tangible outcomes with real-time 3D across the enterprise.\" Its products here are serving customers across various verticals such as manufacturing, construction, automotive, and advanced simulation, among others.So growing adoption of digital-twins offerings should boost the top and bottom lines in the future, and analysts' forecasts indicate the same. Unity is expected to clock annual bottom-line growth of 69% for the next five years. That's why investors looking to add a potential long-term winner might want to take advantage of the stock's latest drop and buy its shares while they're trading at 9.2 times sales, a big discount to last year's peak of more than 50.","news_type":1},"isVote":1,"tweetType":1,"viewCount":147,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9023700482,"gmtCreate":1652956920546,"gmtModify":1676535195959,"author":{"id":"3567640283871761","authorId":"3567640283871761","name":"JamesSoh","avatar":"https://community-static.tradeup.com/news/0957f1577095e25f4b8d392256266b58","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3567640283871761","authorIdStr":"3567640283871761"},"themes":[],"htmlText":"‌<a href=\"https://laohu8.com/S/TSLA\">$Tesla Motors(TSLA)$</a>‌Closing below $700 would open the door to more pain for TSLA.&nbsp;","listText":"‌<a href=\"https://laohu8.com/S/TSLA\">$Tesla Motors(TSLA)$</a>‌Closing below $700 would open the door to more pain for TSLA.&nbsp;","text":"‌$Tesla Motors(TSLA)$‌Closing below $700 would open the door to more pain for TSLA.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9023700482","isVote":1,"tweetType":1,"viewCount":137,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9023477431,"gmtCreate":1652956735023,"gmtModify":1676535195936,"author":{"id":"3567640283871761","authorId":"3567640283871761","name":"JamesSoh","avatar":"https://community-static.tradeup.com/news/0957f1577095e25f4b8d392256266b58","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3567640283871761","authorIdStr":"3567640283871761"},"themes":[],"htmlText":"‌<a href=\"https://laohu8.com/S/BABA\">$Alibaba(BABA)$</a>‌Seems like a bottom forming for BABA. At current valuation, how much cheaper can it get? 8x PE? As long as no major screw up in the coming earnings reporting, the worst should be behind us. Hang in there buddies.","listText":"‌<a href=\"https://laohu8.com/S/BABA\">$Alibaba(BABA)$</a>‌Seems like a bottom forming for BABA. At current valuation, how much cheaper can it get? 8x PE? As long as no major screw up in the coming earnings reporting, the worst should be behind us. Hang in there buddies.","text":"‌$Alibaba(BABA)$‌Seems like a bottom forming for BABA. At current valuation, how much cheaper can it get? 8x PE? As long as no major screw up in the coming earnings reporting, the worst should be behind us. Hang in there buddies.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9023477431","isVote":1,"tweetType":1,"viewCount":671,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9067192001,"gmtCreate":1652417614803,"gmtModify":1676535097328,"author":{"id":"3567640283871761","authorId":"3567640283871761","name":"JamesSoh","avatar":"https://community-static.tradeup.com/news/0957f1577095e25f4b8d392256266b58","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3567640283871761","authorIdStr":"3567640283871761"},"themes":[],"htmlText":"‌<a href=\"https://laohu8.com/S/MQ\">$Marqeta, Inc.(MQ)$</a>‌Thanks for the ride","listText":"‌<a href=\"https://laohu8.com/S/MQ\">$Marqeta, Inc.(MQ)$</a>‌Thanks for the ride","text":"‌$Marqeta, Inc.(MQ)$‌Thanks for the ride","images":[{"img":"https://community-static.tradeup.com/news/bd9af9f85c44ce3502a67ab869fe308a","width":"200","height":"200"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9067192001","isVote":1,"tweetType":1,"viewCount":261,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9067191857,"gmtCreate":1652417230279,"gmtModify":1676535097237,"author":{"id":"3567640283871761","authorId":"3567640283871761","name":"JamesSoh","avatar":"https://community-static.tradeup.com/news/0957f1577095e25f4b8d392256266b58","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3567640283871761","authorIdStr":"3567640283871761"},"themes":[],"htmlText":"‌<a href=\"https://laohu8.com/S/MU\">$Micron Technology(MU)$</a>‌Bottom found?","listText":"‌<a href=\"https://laohu8.com/S/MU\">$Micron Technology(MU)$</a>‌Bottom found?","text":"‌$Micron Technology(MU)$‌Bottom found?","images":[{"img":"https://community-static.tradeup.com/news/81a02b0db836f4ab9501802358e75d7a","width":"200","height":"200"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9067191857","isVote":1,"tweetType":1,"viewCount":164,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9067106393,"gmtCreate":1652415939412,"gmtModify":1676535096812,"author":{"id":"3567640283871761","authorId":"3567640283871761","name":"JamesSoh","avatar":"https://community-static.tradeup.com/news/0957f1577095e25f4b8d392256266b58","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3567640283871761","authorIdStr":"3567640283871761"},"themes":[],"htmlText":"What about their 2billion Bitcoin exposure?","listText":"What about their 2billion Bitcoin exposure?","text":"What about their 2billion Bitcoin exposure?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9067106393","repostId":"1146795672","repostType":2,"repost":{"id":"1146795672","pubTimestamp":1652412174,"share":"https://ttm.financial/m/news/1146795672?lang=&edition=fundamental","pubTime":"2022-05-13 11:22","market":"us","language":"en","title":"Tesla Stock Keeps Dropping, Does That Make It a Buy?","url":"https://stock-news.laohu8.com/highlight/detail?id=1146795672","media":"InvestorPlace","summary":"TSLA stock continues its slide to open the week, but its long-term growth prospects remain solid","content":"<html><head></head><body><ul><li><b>Tesla</b> (<b><u>TSLA</u></b>) shares are sliding again.</li><li>At time of writing, TSLA stock had dropped over 20% since last Wednesday.</li><li>Short-term investors may find TSLA too volatile, but if you’re in it for the long-term, you should buy Tesla stock at this price.</li></ul><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/adfca0530c97f96a3456ce83ce995daf\" tg-width=\"1600\" tg-height=\"900\" width=\"100%\" height=\"auto\"/><span>Source: Zigres / Shutterstock.com</span></p><p>You can’t blame investors in <b>Tesla</b> (NASDAQ:<b><u>TSLA</u></b>) for feeling a little nervous these days. That especially applies to those who have bought shares over the past two years. Between November 2019 and November 2021, TSLA stock delivered a whopping 1,700% gain.</p><p>For years, Tesla had been an upstart electric vehicle marker that had struggled in every way. But by 2020, the company and its shareholders were laughing at the doubters. EV sales were ramping up, the days of fossil fuels seemed numbered and a new President was vowing to push America into the EV era sooner rather than later. Other auto makers were ramping up their own EV efforts by this time, but Tesla had a huge head start.</p><p>However, larger forces have de-railed TSLA stock since its November 2019 peak. A witches brew of economic and geopolitical concerns has resulted in mass market selloffs and Tesla has not been immune. TSLA stock is dropping once again to start this week. If you’re a short-term investor, this is probably not a great time to buy Tesla stock. If you’re in it for the long term? This is an opportunity to buy shares discounted by a third from the start of the year.</p><p><b>Market Volatility Is Not Going to Go Away Tomorrow</b></p><p>Let’s deal with the current market volatility first. There are so many issues at play right now (many of them inter-related) that there is no way to predict what any stock is going to do in the short term. Even Tesla.</p><p>There are the ongoing concerns about rising interest rates combined with inflation levels not seen in decades. The war in Ukraine has resulted in shortages ranging from sunflower oil to the nickel used in EV batteries. Embargoes against Russia have triggered a European energy crisis. Gas prices in the U.S. have hit all-time highs. Employers are dealing with demand for hybrid work schedules amid the “Great Resignation.” An ongoing shortage of semiconductors continues to cripple the auto industry. The Covid-19 pandemic is far from over, with swaths of China in lockdown, further impacting global supply chains.</p><p>All of these combine for what<i>The Economist</i>describes as a “toxic mix of recession risks” hanging over the world economy.</p><p>The result of all these factors has been a difficult year for the stock market, with growth stocks (like TSLA stock) feeling the impact especially harshly. This situation won’t last forever, but it’s clearly here for a while.</p><p><b>Tesla Is Well-Positioned to Continue Dominating</b></p><p>The short-term picture for TLSA stock — and the market in general — is volatile. In contrast, Tesla is one of those companies whose <i>long-term</i> prospects are golden.</p><p>In 2015, the global plug-in EV market amounted to almost 540,000 vehicles. Tesla was a big part of that, even though the affordable Model 3 had just been announced and wouldn’t go into production for another two years. In 2021, with multiple gigafactories online and churning out EVs, Tesla alone delivered over 936,000 vehicles. Close to double the global EV production from just seven years earlier. The company remains the global leader in EV production, with nearly 14% of the market.</p><p>With mandates coming into place worldwide (including in the U.S.) to slash carbon emissions, EVs are rapidly growing in popularity. Sky-high gas prices aren’t hurting, with consumers increasingly looking for ways to cut their driving costs. A March 2022 report pegs the value of the global EV market to hit $354.8 billion by 2028 (from $105 billion in 2021). That’s a CAGR of 19%. Telsa is expected to leverage its early leadership in the EV market to continue to hold a dominant position.</p><p>In other words, the long-term growth prospects for Tesla as a company are excellent. The long-term growth prospects for TSLA stock are solid.</p><p><b>Is Now the Time to Buy TSLA Stock?</b></p><p>If you are looking for short-term gains, TSLA stock could be risky at the moment. It has had some rallies, but being down 33% so far in 2022 isn’t a great sign. The factors that are hammering the stock market in general this year aren’t going to disappear overnight.</p><p>Those looking to benefit from long-term growth have a much more compelling argument for buying TSLA stock. Especially at the current, discounted price. TSLA stock rates an “A” in <i>Portfolio Grader</i> and the only real knock against it is the risk of volatility, which is much less of a factor if you’re looking at it as a long-term investment.</p></body></html>","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>Tesla Stock Keeps Dropping, Does That Make It a 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\">\nTesla Stock Keeps Dropping, Does That Make It a Buy?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-05-13 11:22 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://investorplace.com/2022/05/tsla-stock-tesla-keeps-dropping-does-that-make-it-a-buy/><strong>InvestorPlace</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Tesla (TSLA) shares are sliding again.At time of writing, TSLA stock had dropped over 20% since last Wednesday.Short-term investors may find TSLA too volatile, but if you’re in it for the long-term, ...</p>\n\n<a href=\"https://investorplace.com/2022/05/tsla-stock-tesla-keeps-dropping-does-that-make-it-a-buy/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TSLA":"特斯拉"},"source_url":"https://investorplace.com/2022/05/tsla-stock-tesla-keeps-dropping-does-that-make-it-a-buy/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1146795672","content_text":"Tesla (TSLA) shares are sliding again.At time of writing, TSLA stock had dropped over 20% since last Wednesday.Short-term investors may find TSLA too volatile, but if you’re in it for the long-term, you should buy Tesla stock at this price.Source: Zigres / Shutterstock.comYou can’t blame investors in Tesla (NASDAQ:TSLA) for feeling a little nervous these days. That especially applies to those who have bought shares over the past two years. Between November 2019 and November 2021, TSLA stock delivered a whopping 1,700% gain.For years, Tesla had been an upstart electric vehicle marker that had struggled in every way. But by 2020, the company and its shareholders were laughing at the doubters. EV sales were ramping up, the days of fossil fuels seemed numbered and a new President was vowing to push America into the EV era sooner rather than later. Other auto makers were ramping up their own EV efforts by this time, but Tesla had a huge head start.However, larger forces have de-railed TSLA stock since its November 2019 peak. A witches brew of economic and geopolitical concerns has resulted in mass market selloffs and Tesla has not been immune. TSLA stock is dropping once again to start this week. If you’re a short-term investor, this is probably not a great time to buy Tesla stock. If you’re in it for the long term? This is an opportunity to buy shares discounted by a third from the start of the year.Market Volatility Is Not Going to Go Away TomorrowLet’s deal with the current market volatility first. There are so many issues at play right now (many of them inter-related) that there is no way to predict what any stock is going to do in the short term. Even Tesla.There are the ongoing concerns about rising interest rates combined with inflation levels not seen in decades. The war in Ukraine has resulted in shortages ranging from sunflower oil to the nickel used in EV batteries. Embargoes against Russia have triggered a European energy crisis. Gas prices in the U.S. have hit all-time highs. Employers are dealing with demand for hybrid work schedules amid the “Great Resignation.” An ongoing shortage of semiconductors continues to cripple the auto industry. The Covid-19 pandemic is far from over, with swaths of China in lockdown, further impacting global supply chains.All of these combine for whatThe Economistdescribes as a “toxic mix of recession risks” hanging over the world economy.The result of all these factors has been a difficult year for the stock market, with growth stocks (like TSLA stock) feeling the impact especially harshly. This situation won’t last forever, but it’s clearly here for a while.Tesla Is Well-Positioned to Continue DominatingThe short-term picture for TLSA stock — and the market in general — is volatile. In contrast, Tesla is one of those companies whose long-term prospects are golden.In 2015, the global plug-in EV market amounted to almost 540,000 vehicles. Tesla was a big part of that, even though the affordable Model 3 had just been announced and wouldn’t go into production for another two years. In 2021, with multiple gigafactories online and churning out EVs, Tesla alone delivered over 936,000 vehicles. Close to double the global EV production from just seven years earlier. The company remains the global leader in EV production, with nearly 14% of the market.With mandates coming into place worldwide (including in the U.S.) to slash carbon emissions, EVs are rapidly growing in popularity. Sky-high gas prices aren’t hurting, with consumers increasingly looking for ways to cut their driving costs. A March 2022 report pegs the value of the global EV market to hit $354.8 billion by 2028 (from $105 billion in 2021). That’s a CAGR of 19%. Telsa is expected to leverage its early leadership in the EV market to continue to hold a dominant position.In other words, the long-term growth prospects for Tesla as a company are excellent. The long-term growth prospects for TSLA stock are solid.Is Now the Time to Buy TSLA Stock?If you are looking for short-term gains, TSLA stock could be risky at the moment. It has had some rallies, but being down 33% so far in 2022 isn’t a great sign. The factors that are hammering the stock market in general this year aren’t going to disappear overnight.Those looking to benefit from long-term growth have a much more compelling argument for buying TSLA stock. Especially at the current, discounted price. TSLA stock rates an “A” in Portfolio Grader and the only real knock against it is the risk of volatility, which is much less of a factor if you’re looking at it as a long-term investment.","news_type":1},"isVote":1,"tweetType":1,"viewCount":119,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":199204716,"gmtCreate":1620704517635,"gmtModify":1704347057965,"author":{"id":"3567640283871761","authorId":"3567640283871761","name":"JamesSoh","avatar":"https://community-static.tradeup.com/news/0957f1577095e25f4b8d392256266b58","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3567640283871761","authorIdStr":"3567640283871761"},"themes":[],"htmlText":"<a target=\"_blank\" href=\"https://laohu8.com/S/A17U.SI\">$ASCENDAS REAL ESTATE INV TRUST(A17U.SI)$</a> ex-div","listText":"<a target=\"_blank\" href=\"https://laohu8.com/S/A17U.SI\">$ASCENDAS REAL ESTATE INV TRUST(A17U.SI)$</a> ex-div","text":"$ASCENDAS REAL ESTATE INV TRUST(A17U.SI)$ ex-div","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/199204716","isVote":1,"tweetType":1,"viewCount":158,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"hots":[{"id":9023477431,"gmtCreate":1652956735023,"gmtModify":1676535195936,"author":{"id":"3567640283871761","authorId":"3567640283871761","name":"JamesSoh","avatar":"https://community-static.tradeup.com/news/0957f1577095e25f4b8d392256266b58","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3567640283871761","authorIdStr":"3567640283871761"},"themes":[],"htmlText":"‌<a href=\"https://laohu8.com/S/BABA\">$Alibaba(BABA)$</a>‌Seems like a bottom forming for BABA. At current valuation, how much cheaper can it get? 8x PE? As long as no major screw up in the coming earnings reporting, the worst should be behind us. Hang in there buddies.","listText":"‌<a href=\"https://laohu8.com/S/BABA\">$Alibaba(BABA)$</a>‌Seems like a bottom forming for BABA. At current valuation, how much cheaper can it get? 8x PE? As long as no major screw up in the coming earnings reporting, the worst should be behind us. Hang in there buddies.","text":"‌$Alibaba(BABA)$‌Seems like a bottom forming for BABA. At current valuation, how much cheaper can it get? 8x PE? As long as no major screw up in the coming earnings reporting, the worst should be behind us. Hang in there buddies.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9023477431","isVote":1,"tweetType":1,"viewCount":671,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9917605224,"gmtCreate":1665493391368,"gmtModify":1676537615640,"author":{"id":"3567640283871761","authorId":"3567640283871761","name":"JamesSoh","avatar":"https://community-static.tradeup.com/news/0957f1577095e25f4b8d392256266b58","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3567640283871761","authorIdStr":"3567640283871761"},"themes":[],"htmlText":"I would think there will be strong support around $101 being the peak in July 2019 and the trough in Jun 2022.","listText":"I would think there will be strong support around $101 being the peak in July 2019 and the trough in Jun 2022.","text":"I would think there will be strong support around $101 being the peak in July 2019 and the trough in Jun 2022.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9917605224","repostId":"1189371869","repostType":2,"repost":{"id":"1189371869","pubTimestamp":1665492847,"share":"https://ttm.financial/m/news/1189371869?lang=&edition=fundamental","pubTime":"2022-10-11 20:54","market":"us","language":"en","title":"Amazon: Still A Mixed Picture, I'll Wait For $90","url":"https://stock-news.laohu8.com/highlight/detail?id=1189371869","media":"Seeking Alpha","summary":"SummaryAmazon’s large price corrections, combined with the overall market turmoil, have triggered ma","content":"<html><head></head><body><p><b>Summary</b></p><ul><li>Amazon’s large price corrections, combined with the overall market turmoil, have triggered many Q&amp;A among our readers.</li><li>What I see is still a mixed picture with unfavorable odds.</li><li>Its profitability remains under pressure with the many near-term headwinds such as shipping congestion and inflation.</li><li>On the other hand, its valuation is too high. I see a $90 stock price possible in the near future given its historical volatility and its current elevated P/E.</li><li>Even among the FAAMG stocks, I see far better alternatives than Amazon currently.</li></ul><p><b>Thesis</b></p><p>Amazon (NASDAQ:AMZN) has become a frequent Q&amp;A topic among our readers and members of our marketplace service. In this article, I want to consolidate my responses and thoughts more cohesively. And I will do so by focusing on a macroscopic level, an approach motivated by two reasons.</p><p>First, AMZN is such a diversified company with so many complicated parts (retailer, AWS, hardware, et al). Each part merits an in-depth article and plenty of articles (including some of my own articles) have been written on the parts. So it makes sense to write an article at a macroscopic level with the hope of gaining a panoramic view at the cost of losing some of the details. This article will also complement the other pieces that other SA authors wrote about its segments.</p><p>Second, taking a macroscopic approach also helps to elucidate the core strategy and foundational concepts we use in our research and marketplace. So that you might be able to extend the methodology to other stocks of interest to yourself beyond AMZN. In particular, we will use the Fama French method in this article to analyze AMZN.</p><p>Under this context, the main conclusions of this article are twofold:</p><ul><li>Its profitability is less competitive than other peers. And I see inflation and supply chain pressures keep challenging its operating environment in the second half of 2022. In particular, the cost of fuel should lead operating expenses to increase during the remainder of the year. At the same time, the picture for overseas container costs remains mixed.</li><li>While at the same time, its valuation is still quite expensive, both in absolute terms and relative terms. Due to its current negative cash flow and negligible accounting EPS, valuation metrics in terms of bottom lines are not meaningful for AMZN. Its GAAP FW P/E is quoted at about 2531x. Even looking 2 years out, at its current price, its FY2 P/E of 50.75x is still too high when compared to the FAAMG group – which also has far better profitability metrics than AMZN.</li></ul><p>All told, I see a $90 stock price possible in the near future for AMZN given its historical volatility and its current elevated P/E. And that level, it would be much more reasonably valued and would be worthy of another close look.</p><p><b>Shipping situation remains mixed</b></p><p>AMZN faces a multitude of headwinds, ranging from high fuel cost, inflation, foreign exchange rates, et al. And all have been detailed in other SA articles. Here I will focus on one aspect not often mentioned: the mixed outlook of shipping costs.</p><p>On the positive side, the overseas shipping cost has gone down dramatically since its peak reached around September and October 2021 as you can see from the following chart (based on Drewry’s data). The shipping container costs peaked above $10k during that time. It has been continuously declining since then. The Drewry’s composite World Container Index decreased by 8% alone last week to the current $3,688. Compare to its peak level about 1 year ago, the current price is almost 1/3 of the peak price. To further corroborate the picture, the second chart below shows the trade routes from Shanghai to other key port cities in the world (also based on Drewry’s data). As seen, the costs have also been declining, almost continuously, since 2021 September too. Take the trade routes between Shanghai and New York as an example. The costs have declined by almost ½ from around $15k a year ago to the current level of about $7k.</p><p>However, on the negative side, the impacts of China’s COVID lockdown may still take time to clear up, and new lockdowns are very possible given the recent resurgence in key Chinese cities. At the same time, gasoline prices remain near a historical high. According to YCharts data shown below, the national average price per gallon of unleaded gasoline is $3.91. It is about 23% below the peak of $5.1 reached recently, but still among the highest level since 1995 as seen.</p><p><img src=\"https://static.tigerbbs.com/256180d98a9dd64ca2d83ff439a9c5e0\" tg-width=\"640\" tg-height=\"389\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>Source: Drewry’s data</p><p><img src=\"https://static.tigerbbs.com/69b9d87580ac4907f0c4fbe68d328fc7\" tg-width=\"640\" tg-height=\"386\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>Source: Drewry’s data</p><p><img src=\"https://static.tigerbbs.com/07ece3b4ce194cad87f1dbdef5474f88\" tg-width=\"640\" tg-height=\"389\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>Source: Seeking Alpha data</p><p>AMZN profitability examined by Fama French</p><p>The factors above will keep their pressure on AMZN’s margins and profitability, which is not that impressive to start with as shown by a Fama French analysis below. The background of the Fama French has been provided in our earlier article. A brief recap is provided here for ease of reference (especially for readers who do not have access to our past articles).</p><blockquote><i>The method is named after Eugene Fama and Ken French. In 2013, Eugene Fama shared the Nobel Prize in economics with Lars Peter Hansen and Robert Shiller for their work on asset prices. The Fama French method is considered a significant improvement over the CAPM method because it adjusted for outperformance tendency.</i></blockquote><blockquote><i>The raw data used in this article were pulled from theDartmouth Tuck Business School database. We then analyzed the raw data using a simplified version of the Fama French method.</i></blockquote><blockquote><i>The following two charts show two of AMZN’s factors (operation profitability and valuation) compared to the general market.Past results have shown that these two factors have truly held up over all time periods.</i></blockquote><p>AMZN’s scores on these two factors are shown below. The first chart shows the OP factor of AMZN compared against all the other stocks in the market by percentile. As you can see, AMZN is not highly profitable by the OP metric (not a horrible one either). Its OP has oscillated the top 25% and the market median most of the time in recent years. Its current OP is 17.9%, actually slightly below the market median OP of 19.5%.</p><p>Another metric that we always like to check is the return on capital employed (“ROCE”), just in case for some businesses, the capital employed deviates from their equity substantially. And as seen, in AMZN’s case, there is a noticeable difference. Its ROCE (the thicker cyan line) has been consistently better than its OP, suggesting that its equity overrepresents its capital actually employed. But currently, its ROCE hovers around 16.4%, also below the market median as seen.</p><p><img src=\"https://static.tigerbbs.com/3a7442f7c4e4bfe121f4d75c2d27c3ba\" tg-width=\"640\" tg-height=\"406\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>Source: Author</p><p>AMZN valuation examined by Fama French</p><p>Now move on to the valuation factor. As aforementioned, due to its current negative cash flow and negligible accounting EPS, valuation metrics in terms of bottom lines are not meaningful for AMZN (FY1 GAAPP/E is 2531x). Even its FY2P/E of 50.75x is still too high when compared to the FAAMG group: more than 4x higher than META, 3x higher than GOOG, and 2x higher than AAPL and NFLX.</p><p><img src=\"https://static.tigerbbs.com/3a89e3a63b9eef0ea0761ce0b6cc2210\" tg-width=\"640\" tg-height=\"133\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>Source: Seeking alpha data</p><p>The next chart shows AMZN’sP/E factor is also much higher than the overall market. Again, here you need to ignore the large gyrations because of the large fluctuations in its accounting EPS over the years. However, currently, its 50+ FY2P/E would make it among the most expensively valued stocks on the market.</p><p>To provide some reference points, the top 5% percentileP/E in the market is currently 117x, and the top 10% percentile is 69.9x. So regardless of whichP/E you want to pick for AMZN, its current valuation is near the top 5% or the 10% percentile, a stark contrast to its below-average profitability.</p><p><img src=\"https://static.tigerbbs.com/f9be743a0bfec85a1d5c881e8a1c8631\" tg-width=\"640\" tg-height=\"386\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>Source: Author</p><p><b>Risks and final thoughts</b></p><p>To recap, despite large price corrections, I still see a mixed picture for AMZN under its current conditions. AMZN faces a multitude of headwinds, including shipping cost, inflation, foreign exchange rates, et al. I anticipate these headwinds to keep their pressure on its profitability, which is not super-competitive to start with. Its profitability, either measured by OP or ROCE, has oscillated between the top 25% and the market median most of the time. And they are currently slightly below the market median.</p><p>As such, under current conditions, we see better alternatives even within the FAAMG group. For example, the following two charts show the OP andP/E scores for Apple (AAPL). You can see the picture is completely the opposite when compared to AMZN. AAPL’s profitability, either measured by OP or ROCE, is far superior to the overall market as shown in the first chart. Yet, its valuation is only slightly above the market median.</p><p>All told, I see a $90 stock price possible for AMZN in the near future given its historical volatility and its current elevatedP/E. A $90 stock price would translate into a 40xP/E based on its FY2 EPS forecast. Still not cheap by any standard. But it is more reasonable and close to the top 25% percentile of the overall market. And a $90 level, it would be worthy of another close look given its growth potential (driven by its eCommerce, AWS, and healthcare initiatives for example).</p><p><img src=\"https://static.tigerbbs.com/a8aa0f3e9e00bc90c9d1b923b0781f4e\" tg-width=\"640\" tg-height=\"402\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>Source: Author</p><p><img src=\"https://static.tigerbbs.com/55e77e81f4516106d39fd3f27a099af2\" tg-width=\"640\" tg-height=\"391\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>Source: Author</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Amazon: Still A Mixed Picture, I'll Wait For $90</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\">\nAmazon: Still A Mixed Picture, I'll Wait For $90\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-10-11 20:54 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4545827-amazon-still-a-mixed-picture-ill-wait-for-90><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryAmazon’s large price corrections, combined with the overall market turmoil, have triggered many Q&A among our readers.What I see is still a mixed picture with unfavorable odds.Its profitability...</p>\n\n<a href=\"https://seekingalpha.com/article/4545827-amazon-still-a-mixed-picture-ill-wait-for-90\">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"},"source_url":"https://seekingalpha.com/article/4545827-amazon-still-a-mixed-picture-ill-wait-for-90","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1189371869","content_text":"SummaryAmazon’s large price corrections, combined with the overall market turmoil, have triggered many Q&A among our readers.What I see is still a mixed picture with unfavorable odds.Its profitability remains under pressure with the many near-term headwinds such as shipping congestion and inflation.On the other hand, its valuation is too high. I see a $90 stock price possible in the near future given its historical volatility and its current elevated P/E.Even among the FAAMG stocks, I see far better alternatives than Amazon currently.ThesisAmazon (NASDAQ:AMZN) has become a frequent Q&A topic among our readers and members of our marketplace service. In this article, I want to consolidate my responses and thoughts more cohesively. And I will do so by focusing on a macroscopic level, an approach motivated by two reasons.First, AMZN is such a diversified company with so many complicated parts (retailer, AWS, hardware, et al). Each part merits an in-depth article and plenty of articles (including some of my own articles) have been written on the parts. So it makes sense to write an article at a macroscopic level with the hope of gaining a panoramic view at the cost of losing some of the details. This article will also complement the other pieces that other SA authors wrote about its segments.Second, taking a macroscopic approach also helps to elucidate the core strategy and foundational concepts we use in our research and marketplace. So that you might be able to extend the methodology to other stocks of interest to yourself beyond AMZN. In particular, we will use the Fama French method in this article to analyze AMZN.Under this context, the main conclusions of this article are twofold:Its profitability is less competitive than other peers. And I see inflation and supply chain pressures keep challenging its operating environment in the second half of 2022. In particular, the cost of fuel should lead operating expenses to increase during the remainder of the year. At the same time, the picture for overseas container costs remains mixed.While at the same time, its valuation is still quite expensive, both in absolute terms and relative terms. Due to its current negative cash flow and negligible accounting EPS, valuation metrics in terms of bottom lines are not meaningful for AMZN. Its GAAP FW P/E is quoted at about 2531x. Even looking 2 years out, at its current price, its FY2 P/E of 50.75x is still too high when compared to the FAAMG group – which also has far better profitability metrics than AMZN.All told, I see a $90 stock price possible in the near future for AMZN given its historical volatility and its current elevated P/E. And that level, it would be much more reasonably valued and would be worthy of another close look.Shipping situation remains mixedAMZN faces a multitude of headwinds, ranging from high fuel cost, inflation, foreign exchange rates, et al. And all have been detailed in other SA articles. Here I will focus on one aspect not often mentioned: the mixed outlook of shipping costs.On the positive side, the overseas shipping cost has gone down dramatically since its peak reached around September and October 2021 as you can see from the following chart (based on Drewry’s data). The shipping container costs peaked above $10k during that time. It has been continuously declining since then. The Drewry’s composite World Container Index decreased by 8% alone last week to the current $3,688. Compare to its peak level about 1 year ago, the current price is almost 1/3 of the peak price. To further corroborate the picture, the second chart below shows the trade routes from Shanghai to other key port cities in the world (also based on Drewry’s data). As seen, the costs have also been declining, almost continuously, since 2021 September too. Take the trade routes between Shanghai and New York as an example. The costs have declined by almost ½ from around $15k a year ago to the current level of about $7k.However, on the negative side, the impacts of China’s COVID lockdown may still take time to clear up, and new lockdowns are very possible given the recent resurgence in key Chinese cities. At the same time, gasoline prices remain near a historical high. According to YCharts data shown below, the national average price per gallon of unleaded gasoline is $3.91. It is about 23% below the peak of $5.1 reached recently, but still among the highest level since 1995 as seen.Source: Drewry’s dataSource: Drewry’s dataSource: Seeking Alpha dataAMZN profitability examined by Fama FrenchThe factors above will keep their pressure on AMZN’s margins and profitability, which is not that impressive to start with as shown by a Fama French analysis below. The background of the Fama French has been provided in our earlier article. A brief recap is provided here for ease of reference (especially for readers who do not have access to our past articles).The method is named after Eugene Fama and Ken French. In 2013, Eugene Fama shared the Nobel Prize in economics with Lars Peter Hansen and Robert Shiller for their work on asset prices. The Fama French method is considered a significant improvement over the CAPM method because it adjusted for outperformance tendency.The raw data used in this article were pulled from theDartmouth Tuck Business School database. We then analyzed the raw data using a simplified version of the Fama French method.The following two charts show two of AMZN’s factors (operation profitability and valuation) compared to the general market.Past results have shown that these two factors have truly held up over all time periods.AMZN’s scores on these two factors are shown below. The first chart shows the OP factor of AMZN compared against all the other stocks in the market by percentile. As you can see, AMZN is not highly profitable by the OP metric (not a horrible one either). Its OP has oscillated the top 25% and the market median most of the time in recent years. Its current OP is 17.9%, actually slightly below the market median OP of 19.5%.Another metric that we always like to check is the return on capital employed (“ROCE”), just in case for some businesses, the capital employed deviates from their equity substantially. And as seen, in AMZN’s case, there is a noticeable difference. Its ROCE (the thicker cyan line) has been consistently better than its OP, suggesting that its equity overrepresents its capital actually employed. But currently, its ROCE hovers around 16.4%, also below the market median as seen.Source: AuthorAMZN valuation examined by Fama FrenchNow move on to the valuation factor. As aforementioned, due to its current negative cash flow and negligible accounting EPS, valuation metrics in terms of bottom lines are not meaningful for AMZN (FY1 GAAPP/E is 2531x). Even its FY2P/E of 50.75x is still too high when compared to the FAAMG group: more than 4x higher than META, 3x higher than GOOG, and 2x higher than AAPL and NFLX.Source: Seeking alpha dataThe next chart shows AMZN’sP/E factor is also much higher than the overall market. Again, here you need to ignore the large gyrations because of the large fluctuations in its accounting EPS over the years. However, currently, its 50+ FY2P/E would make it among the most expensively valued stocks on the market.To provide some reference points, the top 5% percentileP/E in the market is currently 117x, and the top 10% percentile is 69.9x. So regardless of whichP/E you want to pick for AMZN, its current valuation is near the top 5% or the 10% percentile, a stark contrast to its below-average profitability.Source: AuthorRisks and final thoughtsTo recap, despite large price corrections, I still see a mixed picture for AMZN under its current conditions. AMZN faces a multitude of headwinds, including shipping cost, inflation, foreign exchange rates, et al. I anticipate these headwinds to keep their pressure on its profitability, which is not super-competitive to start with. Its profitability, either measured by OP or ROCE, has oscillated between the top 25% and the market median most of the time. And they are currently slightly below the market median.As such, under current conditions, we see better alternatives even within the FAAMG group. For example, the following two charts show the OP andP/E scores for Apple (AAPL). You can see the picture is completely the opposite when compared to AMZN. AAPL’s profitability, either measured by OP or ROCE, is far superior to the overall market as shown in the first chart. Yet, its valuation is only slightly above the market median.All told, I see a $90 stock price possible for AMZN in the near future given its historical volatility and its current elevatedP/E. A $90 stock price would translate into a 40xP/E based on its FY2 EPS forecast. Still not cheap by any standard. But it is more reasonable and close to the top 25% percentile of the overall market. And a $90 level, it would be worthy of another close look given its growth potential (driven by its eCommerce, AWS, and healthcare initiatives for example).Source: AuthorSource: Author","news_type":1},"isVote":1,"tweetType":1,"viewCount":229,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9990134988,"gmtCreate":1660306331147,"gmtModify":1676533447898,"author":{"id":"3567640283871761","authorId":"3567640283871761","name":"JamesSoh","avatar":"https://community-static.tradeup.com/news/0957f1577095e25f4b8d392256266b58","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3567640283871761","authorIdStr":"3567640283871761"},"themes":[],"htmlText":"Because of the 3 big companies delisting in US","listText":"Because of the 3 big companies delisting in US","text":"Because of the 3 big companies delisting in US","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9990134988","repostId":"1127036804","repostType":2,"repost":{"id":"1127036804","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":1660299078,"share":"https://ttm.financial/m/news/1127036804?lang=&edition=fundamental","pubTime":"2022-08-12 18:11","market":"us","language":"en","title":"Hot Chinese ADRs Slid in Premarket Trading","url":"https://stock-news.laohu8.com/highlight/detail?id=1127036804","media":"Tiger Newspress","summary":"Hot Chinese ADRs Slid in Premarket Trading.Alibaba, Baidu, Bilibili, iQiyi, JD.com, Nio, Li Auto, Ne","content":"<html><head></head><body><p>Hot Chinese ADRs Slid in Premarket Trading.</p><p><a href=\"https://laohu8.com/S/BABA\">Alibaba</a>, <a href=\"https://laohu8.com/S/BIDU\">Baidu</a>, Bilibili, iQiyi, <a href=\"https://laohu8.com/S/JD\">JD.com</a>, Nio, <a href=\"https://laohu8.com/S/LI\">Li Auto</a>, <a href=\"https://laohu8.com/S/NTES\">NetEase</a>, Pinduoduo, and Xpeng fell between 2% and 5%.</p><p><img src=\"https://static.tigerbbs.com/2f3a276c7520fa990595ed037f44b3de\" tg-width=\"440\" tg-height=\"707\" referrerpolicy=\"no-referrer\"/></p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Hot Chinese ADRs Slid in Premarket Trading</title>\n<style 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}\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nHot Chinese ADRs Slid in Premarket Trading\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time\">2022-08-12 18:11</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Hot Chinese ADRs Slid in Premarket Trading.</p><p><a href=\"https://laohu8.com/S/BABA\">Alibaba</a>, <a href=\"https://laohu8.com/S/BIDU\">Baidu</a>, Bilibili, iQiyi, <a href=\"https://laohu8.com/S/JD\">JD.com</a>, Nio, <a href=\"https://laohu8.com/S/LI\">Li Auto</a>, <a href=\"https://laohu8.com/S/NTES\">NetEase</a>, Pinduoduo, and Xpeng fell between 2% and 5%.</p><p><img src=\"https://static.tigerbbs.com/2f3a276c7520fa990595ed037f44b3de\" tg-width=\"440\" tg-height=\"707\" referrerpolicy=\"no-referrer\"/></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"09618":"京东集团-SW","BK4534":"瑞士信贷持仓","BK4533":"AQR资本管理(全球第二大对冲基金)","BK4555":"新能源车","09988":"阿里巴巴-W","BK4509":"腾讯概念","BK4558":"双十一","LI":"理想汽车","BK1584":"蚂蚁金服概念","JD":"京东","09888":"百度集团-SW","EVS.SI":"MSCI China Electric Vehicles and Future Mobility ETF-NikkoAM","BABA":"阿里巴巴","XPEV":"小鹏汽车","BK4531":"中概回港概念","NTES":"网易","BK1588":"回港中概股","BK1517":"云办公","BK4554":"元宇宙及AR概念","BK4532":"文艺复兴科技持仓","BIDU":"百度"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1127036804","content_text":"Hot Chinese ADRs Slid in Premarket Trading.Alibaba, Baidu, Bilibili, iQiyi, JD.com, Nio, Li Auto, NetEase, Pinduoduo, and Xpeng fell between 2% and 5%.","news_type":1},"isVote":1,"tweetType":1,"viewCount":245,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9023700482,"gmtCreate":1652956920546,"gmtModify":1676535195959,"author":{"id":"3567640283871761","authorId":"3567640283871761","name":"JamesSoh","avatar":"https://community-static.tradeup.com/news/0957f1577095e25f4b8d392256266b58","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3567640283871761","authorIdStr":"3567640283871761"},"themes":[],"htmlText":"‌<a href=\"https://laohu8.com/S/TSLA\">$Tesla Motors(TSLA)$</a>‌Closing below $700 would open the door to more pain for TSLA.&nbsp;","listText":"‌<a href=\"https://laohu8.com/S/TSLA\">$Tesla Motors(TSLA)$</a>‌Closing below $700 would open the door to more pain for TSLA.&nbsp;","text":"‌$Tesla Motors(TSLA)$‌Closing below $700 would open the door to more pain for TSLA.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9023700482","isVote":1,"tweetType":1,"viewCount":137,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9067192001,"gmtCreate":1652417614803,"gmtModify":1676535097328,"author":{"id":"3567640283871761","authorId":"3567640283871761","name":"JamesSoh","avatar":"https://community-static.tradeup.com/news/0957f1577095e25f4b8d392256266b58","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3567640283871761","authorIdStr":"3567640283871761"},"themes":[],"htmlText":"‌<a href=\"https://laohu8.com/S/MQ\">$Marqeta, Inc.(MQ)$</a>‌Thanks for the ride","listText":"‌<a href=\"https://laohu8.com/S/MQ\">$Marqeta, Inc.(MQ)$</a>‌Thanks for the ride","text":"‌$Marqeta, Inc.(MQ)$‌Thanks for the ride","images":[{"img":"https://community-static.tradeup.com/news/bd9af9f85c44ce3502a67ab869fe308a","width":"200","height":"200"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9067192001","isVote":1,"tweetType":1,"viewCount":261,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":199204716,"gmtCreate":1620704517635,"gmtModify":1704347057965,"author":{"id":"3567640283871761","authorId":"3567640283871761","name":"JamesSoh","avatar":"https://community-static.tradeup.com/news/0957f1577095e25f4b8d392256266b58","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3567640283871761","authorIdStr":"3567640283871761"},"themes":[],"htmlText":"<a target=\"_blank\" href=\"https://laohu8.com/S/A17U.SI\">$ASCENDAS REAL ESTATE INV TRUST(A17U.SI)$</a> ex-div","listText":"<a target=\"_blank\" href=\"https://laohu8.com/S/A17U.SI\">$ASCENDAS REAL ESTATE INV TRUST(A17U.SI)$</a> ex-div","text":"$ASCENDAS REAL ESTATE INV TRUST(A17U.SI)$ ex-div","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/199204716","isVote":1,"tweetType":1,"viewCount":158,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9067106393,"gmtCreate":1652415939412,"gmtModify":1676535096812,"author":{"id":"3567640283871761","authorId":"3567640283871761","name":"JamesSoh","avatar":"https://community-static.tradeup.com/news/0957f1577095e25f4b8d392256266b58","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3567640283871761","authorIdStr":"3567640283871761"},"themes":[],"htmlText":"What about their 2billion Bitcoin exposure?","listText":"What about their 2billion Bitcoin exposure?","text":"What about their 2billion Bitcoin exposure?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9067106393","repostId":"1146795672","repostType":2,"repost":{"id":"1146795672","pubTimestamp":1652412174,"share":"https://ttm.financial/m/news/1146795672?lang=&edition=fundamental","pubTime":"2022-05-13 11:22","market":"us","language":"en","title":"Tesla Stock Keeps Dropping, Does That Make It a Buy?","url":"https://stock-news.laohu8.com/highlight/detail?id=1146795672","media":"InvestorPlace","summary":"TSLA stock continues its slide to open the week, but its long-term growth prospects remain solid","content":"<html><head></head><body><ul><li><b>Tesla</b> (<b><u>TSLA</u></b>) shares are sliding again.</li><li>At time of writing, TSLA stock had dropped over 20% since last Wednesday.</li><li>Short-term investors may find TSLA too volatile, but if you’re in it for the long-term, you should buy Tesla stock at this price.</li></ul><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/adfca0530c97f96a3456ce83ce995daf\" tg-width=\"1600\" tg-height=\"900\" width=\"100%\" height=\"auto\"/><span>Source: Zigres / Shutterstock.com</span></p><p>You can’t blame investors in <b>Tesla</b> (NASDAQ:<b><u>TSLA</u></b>) for feeling a little nervous these days. That especially applies to those who have bought shares over the past two years. Between November 2019 and November 2021, TSLA stock delivered a whopping 1,700% gain.</p><p>For years, Tesla had been an upstart electric vehicle marker that had struggled in every way. But by 2020, the company and its shareholders were laughing at the doubters. EV sales were ramping up, the days of fossil fuels seemed numbered and a new President was vowing to push America into the EV era sooner rather than later. Other auto makers were ramping up their own EV efforts by this time, but Tesla had a huge head start.</p><p>However, larger forces have de-railed TSLA stock since its November 2019 peak. A witches brew of economic and geopolitical concerns has resulted in mass market selloffs and Tesla has not been immune. TSLA stock is dropping once again to start this week. If you’re a short-term investor, this is probably not a great time to buy Tesla stock. If you’re in it for the long term? This is an opportunity to buy shares discounted by a third from the start of the year.</p><p><b>Market Volatility Is Not Going to Go Away Tomorrow</b></p><p>Let’s deal with the current market volatility first. There are so many issues at play right now (many of them inter-related) that there is no way to predict what any stock is going to do in the short term. Even Tesla.</p><p>There are the ongoing concerns about rising interest rates combined with inflation levels not seen in decades. The war in Ukraine has resulted in shortages ranging from sunflower oil to the nickel used in EV batteries. Embargoes against Russia have triggered a European energy crisis. Gas prices in the U.S. have hit all-time highs. Employers are dealing with demand for hybrid work schedules amid the “Great Resignation.” An ongoing shortage of semiconductors continues to cripple the auto industry. The Covid-19 pandemic is far from over, with swaths of China in lockdown, further impacting global supply chains.</p><p>All of these combine for what<i>The Economist</i>describes as a “toxic mix of recession risks” hanging over the world economy.</p><p>The result of all these factors has been a difficult year for the stock market, with growth stocks (like TSLA stock) feeling the impact especially harshly. This situation won’t last forever, but it’s clearly here for a while.</p><p><b>Tesla Is Well-Positioned to Continue Dominating</b></p><p>The short-term picture for TLSA stock — and the market in general — is volatile. In contrast, Tesla is one of those companies whose <i>long-term</i> prospects are golden.</p><p>In 2015, the global plug-in EV market amounted to almost 540,000 vehicles. Tesla was a big part of that, even though the affordable Model 3 had just been announced and wouldn’t go into production for another two years. In 2021, with multiple gigafactories online and churning out EVs, Tesla alone delivered over 936,000 vehicles. Close to double the global EV production from just seven years earlier. The company remains the global leader in EV production, with nearly 14% of the market.</p><p>With mandates coming into place worldwide (including in the U.S.) to slash carbon emissions, EVs are rapidly growing in popularity. Sky-high gas prices aren’t hurting, with consumers increasingly looking for ways to cut their driving costs. A March 2022 report pegs the value of the global EV market to hit $354.8 billion by 2028 (from $105 billion in 2021). That’s a CAGR of 19%. Telsa is expected to leverage its early leadership in the EV market to continue to hold a dominant position.</p><p>In other words, the long-term growth prospects for Tesla as a company are excellent. The long-term growth prospects for TSLA stock are solid.</p><p><b>Is Now the Time to Buy TSLA Stock?</b></p><p>If you are looking for short-term gains, TSLA stock could be risky at the moment. It has had some rallies, but being down 33% so far in 2022 isn’t a great sign. The factors that are hammering the stock market in general this year aren’t going to disappear overnight.</p><p>Those looking to benefit from long-term growth have a much more compelling argument for buying TSLA stock. Especially at the current, discounted price. TSLA stock rates an “A” in <i>Portfolio Grader</i> and the only real knock against it is the risk of volatility, which is much less of a factor if you’re looking at it as a long-term investment.</p></body></html>","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>Tesla Stock Keeps Dropping, Does That Make It a 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\">\nTesla Stock Keeps Dropping, Does That Make It a Buy?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-05-13 11:22 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://investorplace.com/2022/05/tsla-stock-tesla-keeps-dropping-does-that-make-it-a-buy/><strong>InvestorPlace</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Tesla (TSLA) shares are sliding again.At time of writing, TSLA stock had dropped over 20% since last Wednesday.Short-term investors may find TSLA too volatile, but if you’re in it for the long-term, ...</p>\n\n<a href=\"https://investorplace.com/2022/05/tsla-stock-tesla-keeps-dropping-does-that-make-it-a-buy/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TSLA":"特斯拉"},"source_url":"https://investorplace.com/2022/05/tsla-stock-tesla-keeps-dropping-does-that-make-it-a-buy/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1146795672","content_text":"Tesla (TSLA) shares are sliding again.At time of writing, TSLA stock had dropped over 20% since last Wednesday.Short-term investors may find TSLA too volatile, but if you’re in it for the long-term, you should buy Tesla stock at this price.Source: Zigres / Shutterstock.comYou can’t blame investors in Tesla (NASDAQ:TSLA) for feeling a little nervous these days. That especially applies to those who have bought shares over the past two years. Between November 2019 and November 2021, TSLA stock delivered a whopping 1,700% gain.For years, Tesla had been an upstart electric vehicle marker that had struggled in every way. But by 2020, the company and its shareholders were laughing at the doubters. EV sales were ramping up, the days of fossil fuels seemed numbered and a new President was vowing to push America into the EV era sooner rather than later. Other auto makers were ramping up their own EV efforts by this time, but Tesla had a huge head start.However, larger forces have de-railed TSLA stock since its November 2019 peak. A witches brew of economic and geopolitical concerns has resulted in mass market selloffs and Tesla has not been immune. TSLA stock is dropping once again to start this week. If you’re a short-term investor, this is probably not a great time to buy Tesla stock. If you’re in it for the long term? This is an opportunity to buy shares discounted by a third from the start of the year.Market Volatility Is Not Going to Go Away TomorrowLet’s deal with the current market volatility first. There are so many issues at play right now (many of them inter-related) that there is no way to predict what any stock is going to do in the short term. Even Tesla.There are the ongoing concerns about rising interest rates combined with inflation levels not seen in decades. The war in Ukraine has resulted in shortages ranging from sunflower oil to the nickel used in EV batteries. Embargoes against Russia have triggered a European energy crisis. Gas prices in the U.S. have hit all-time highs. Employers are dealing with demand for hybrid work schedules amid the “Great Resignation.” An ongoing shortage of semiconductors continues to cripple the auto industry. The Covid-19 pandemic is far from over, with swaths of China in lockdown, further impacting global supply chains.All of these combine for whatThe Economistdescribes as a “toxic mix of recession risks” hanging over the world economy.The result of all these factors has been a difficult year for the stock market, with growth stocks (like TSLA stock) feeling the impact especially harshly. This situation won’t last forever, but it’s clearly here for a while.Tesla Is Well-Positioned to Continue DominatingThe short-term picture for TLSA stock — and the market in general — is volatile. In contrast, Tesla is one of those companies whose long-term prospects are golden.In 2015, the global plug-in EV market amounted to almost 540,000 vehicles. Tesla was a big part of that, even though the affordable Model 3 had just been announced and wouldn’t go into production for another two years. In 2021, with multiple gigafactories online and churning out EVs, Tesla alone delivered over 936,000 vehicles. Close to double the global EV production from just seven years earlier. The company remains the global leader in EV production, with nearly 14% of the market.With mandates coming into place worldwide (including in the U.S.) to slash carbon emissions, EVs are rapidly growing in popularity. Sky-high gas prices aren’t hurting, with consumers increasingly looking for ways to cut their driving costs. A March 2022 report pegs the value of the global EV market to hit $354.8 billion by 2028 (from $105 billion in 2021). That’s a CAGR of 19%. Telsa is expected to leverage its early leadership in the EV market to continue to hold a dominant position.In other words, the long-term growth prospects for Tesla as a company are excellent. The long-term growth prospects for TSLA stock are solid.Is Now the Time to Buy TSLA Stock?If you are looking for short-term gains, TSLA stock could be risky at the moment. It has had some rallies, but being down 33% so far in 2022 isn’t a great sign. The factors that are hammering the stock market in general this year aren’t going to disappear overnight.Those looking to benefit from long-term growth have a much more compelling argument for buying TSLA stock. Especially at the current, discounted price. TSLA stock rates an “A” in Portfolio Grader and the only real knock against it is the risk of volatility, which is much less of a factor if you’re looking at it as a long-term investment.","news_type":1},"isVote":1,"tweetType":1,"viewCount":119,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9021028158,"gmtCreate":1652976787874,"gmtModify":1676535200395,"author":{"id":"3567640283871761","authorId":"3567640283871761","name":"JamesSoh","avatar":"https://community-static.tradeup.com/news/0957f1577095e25f4b8d392256266b58","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3567640283871761","authorIdStr":"3567640283871761"},"themes":[],"htmlText":"Worth taking a look at this","listText":"Worth taking a look at this","text":"Worth taking a look at this","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9021028158","repostId":"2236767349","repostType":2,"repost":{"id":"2236767349","pubTimestamp":1653016149,"share":"https://ttm.financial/m/news/2236767349?lang=&edition=fundamental","pubTime":"2022-05-20 11:09","market":"us","language":"en","title":"61 Billion Reasons to Buy Unity Software Stock","url":"https://stock-news.laohu8.com/highlight/detail?id=2236767349","media":"Motley Fool","summary":"Shares of Unity Software were hammered following the release of the company's first-quarter results ","content":"<html><head></head><body><p>Shares of <b>Unity Software</b> were hammered following the release of the company&#39;s first-quarter results on May 10 with the stock dropping 37% in a single session as investors panicked at its terrible guidance.</p><p>Though Unity delivered record quarterly revenue and impressive gains across its business segments, it expects a major slowdown in its top-line growth this quarter. However, a closer look indicates that its problems are likely short term in nature.</p><p>What&#39;s more, the huge end-market opportunity the company is sitting on in real-time 3D content makes buying Unity stock a no-brainer following its big plunge.</p><p><b>Unity Software&#39;s results weren&#39;t all that bad</b></p><p>First-quarter revenue of $320.1 million was up 36% year over year, and the company reported an adjusted loss of $0.08 per share, down from the year-ago period&#39;s $0.10 loss. The top line was slightly lower than the Wall Street estimate of $320.7 million, while the loss was in line with expectations.</p><p>The impressive increase in revenue was driven by robust growth in customer spending. Unity had 1,083 customers last quarter that generated more than $100,000 in revenue over the trailing 12 months, up 29% from 837 such customers at the end of the year-ago quarter.</p><p>The company also reported a dollar-based net expansion rate of 135%. This is another indication of an increase in customer spending since it compares the revenue generated in the current period to the revenue generated in the prior-year period from the same set of customers. A reading above 100% points to stronger adoption of Unity&#39;s offerings among its users.</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/7d37411519d470ff3c53a15776d3013c\" tg-width=\"700\" tg-height=\"466\" width=\"100%\" height=\"auto\"/><span>Image source: Getty Images</span></p><p>More importantly, the company saw healthy demand across both its key business segments. The create segment -- which enables developers, creators, artists, engineers, and architects to create interactive, real-time 3D content -- reported a 65% year-over-year increase in revenue to $116 million, or 36% of the top line. Unity credited this terrific growth to the growing adoption of real-time 3D content.</p><p>With the global market for 3D content creation expected to clock nearly 14% annual growth through 2027, this segment seems built for impressive long-term growth. However, the operate segment -- which uses revenue-sharing agreements to monetize the content created on its platform by developers -- dragged the company&#39;s results lower last quarter.</p><p>Though operate revenue increased 26% year over year to $184 million, it ran into monetization challenges due to internal factors. There was a flaw in Unity&#39;s <a href=\"https://laohu8.com/S/ADNC\">Audience</a> Pinpointer tool that enables creators and developers to target the right users on the company&#39;s platform, and that led to a loss of revenue last quarter. The company estimates a $110 million revenue loss due to this flaw in 2022 and points out that the harm due to this issue will be limited to the current year only.</p><p>But revenue growth will take a severe hit in the current quarter due to the ongoing monetization challenges. Unity anticipates revenue to increase just 6% to 8% year over year to a range of $290 million to $295 million. But full-year guidance indicates growth should pick back up in the second half of the year.</p><p>Full-year revenue growth should land between 22% and 28% in a range of $1.35 billion to $1.43 billion. What&#39;s more, managements expects the company to become profitable by the fourth quarter of 2022, which would be ahead of its original target. Management also foresees full-year profitability in 2023.</p><p>The good part is Unity expects to clock impressive growth in the long run with CEO John Riccitiello saying on the latest earnings call that &#34;Unity will sustain and sustainably grow revenue at or above 30% per year over the long term even as we gain scale.&#34; That won&#39;t be surprising given the multibillion-dollar market where the company is gaining traction.</p><p><b>This multibillion-dollar opportunity can supercharge the stock</b></p><p>Unity Software is witnessing robust growth in the digital-twins business, a market that&#39;s gaining traction thanks to the metaverse. Digital twins are virtual representations of a physical object in the real world. The metaverse -- a 3D virtual platform wherein people can collaborate and socialize through their virtual avatars -- is predicted to fuel an explosion in demand for digital twins in the long run.</p><p>Mordor Intelligence estimates the digital-twin market could generate $61 billion in revenue by 2027, clocking a compound annual growth rate of just over 34%. As it turns out, Unity is on its way to capitalizing on this massive opportunity already.</p><p>The company had 3,000 customers for its digital-twins solutions at the beginning of 2022. That number should have increased by now, because it closed 34 deals for its digital-twin solutions with each valued at more than $100,000 in the first quarter, an increase of 126% over the year-ago period.</p><p>Management also points out that its digital-twin customers &#34;are spending more time with us as we land and expand to drive tangible outcomes with real-time 3D across the enterprise.&#34; Its products here are serving customers across various verticals such as manufacturing, construction, automotive, and advanced simulation, among others.</p><p>So growing adoption of digital-twins offerings should boost the top and bottom lines in the future, and analysts&#39; forecasts indicate the same. Unity is expected to clock annual bottom-line growth of 69% for the next five years. That&#39;s why investors looking to add a potential long-term winner might want to take advantage of the stock&#39;s latest drop and buy its shares while they&#39;re trading at 9.2 times sales, a big discount to last year&#39;s peak of more than 50.</p></body></html>","source":"fool_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>61 Billion Reasons to Buy Unity Software Stock</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\">\n61 Billion Reasons to Buy Unity Software Stock\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-05-20 11:09 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2022/05/18/61-billion-reasons-to-buy-unity-software-stock/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Shares of Unity Software were hammered following the release of the company's first-quarter results on May 10 with the stock dropping 37% in a single session as investors panicked at its terrible ...</p>\n\n<a href=\"https://www.fool.com/investing/2022/05/18/61-billion-reasons-to-buy-unity-software-stock/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"U":"Unity Software Inc."},"source_url":"https://www.fool.com/investing/2022/05/18/61-billion-reasons-to-buy-unity-software-stock/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2236767349","content_text":"Shares of Unity Software were hammered following the release of the company's first-quarter results on May 10 with the stock dropping 37% in a single session as investors panicked at its terrible guidance.Though Unity delivered record quarterly revenue and impressive gains across its business segments, it expects a major slowdown in its top-line growth this quarter. However, a closer look indicates that its problems are likely short term in nature.What's more, the huge end-market opportunity the company is sitting on in real-time 3D content makes buying Unity stock a no-brainer following its big plunge.Unity Software's results weren't all that badFirst-quarter revenue of $320.1 million was up 36% year over year, and the company reported an adjusted loss of $0.08 per share, down from the year-ago period's $0.10 loss. The top line was slightly lower than the Wall Street estimate of $320.7 million, while the loss was in line with expectations.The impressive increase in revenue was driven by robust growth in customer spending. Unity had 1,083 customers last quarter that generated more than $100,000 in revenue over the trailing 12 months, up 29% from 837 such customers at the end of the year-ago quarter.The company also reported a dollar-based net expansion rate of 135%. This is another indication of an increase in customer spending since it compares the revenue generated in the current period to the revenue generated in the prior-year period from the same set of customers. A reading above 100% points to stronger adoption of Unity's offerings among its users.Image source: Getty ImagesMore importantly, the company saw healthy demand across both its key business segments. The create segment -- which enables developers, creators, artists, engineers, and architects to create interactive, real-time 3D content -- reported a 65% year-over-year increase in revenue to $116 million, or 36% of the top line. Unity credited this terrific growth to the growing adoption of real-time 3D content.With the global market for 3D content creation expected to clock nearly 14% annual growth through 2027, this segment seems built for impressive long-term growth. However, the operate segment -- which uses revenue-sharing agreements to monetize the content created on its platform by developers -- dragged the company's results lower last quarter.Though operate revenue increased 26% year over year to $184 million, it ran into monetization challenges due to internal factors. There was a flaw in Unity's Audience Pinpointer tool that enables creators and developers to target the right users on the company's platform, and that led to a loss of revenue last quarter. The company estimates a $110 million revenue loss due to this flaw in 2022 and points out that the harm due to this issue will be limited to the current year only.But revenue growth will take a severe hit in the current quarter due to the ongoing monetization challenges. Unity anticipates revenue to increase just 6% to 8% year over year to a range of $290 million to $295 million. But full-year guidance indicates growth should pick back up in the second half of the year.Full-year revenue growth should land between 22% and 28% in a range of $1.35 billion to $1.43 billion. What's more, managements expects the company to become profitable by the fourth quarter of 2022, which would be ahead of its original target. Management also foresees full-year profitability in 2023.The good part is Unity expects to clock impressive growth in the long run with CEO John Riccitiello saying on the latest earnings call that \"Unity will sustain and sustainably grow revenue at or above 30% per year over the long term even as we gain scale.\" That won't be surprising given the multibillion-dollar market where the company is gaining traction.This multibillion-dollar opportunity can supercharge the stockUnity Software is witnessing robust growth in the digital-twins business, a market that's gaining traction thanks to the metaverse. Digital twins are virtual representations of a physical object in the real world. The metaverse -- a 3D virtual platform wherein people can collaborate and socialize through their virtual avatars -- is predicted to fuel an explosion in demand for digital twins in the long run.Mordor Intelligence estimates the digital-twin market could generate $61 billion in revenue by 2027, clocking a compound annual growth rate of just over 34%. As it turns out, Unity is on its way to capitalizing on this massive opportunity already.The company had 3,000 customers for its digital-twins solutions at the beginning of 2022. That number should have increased by now, because it closed 34 deals for its digital-twin solutions with each valued at more than $100,000 in the first quarter, an increase of 126% over the year-ago period.Management also points out that its digital-twin customers \"are spending more time with us as we land and expand to drive tangible outcomes with real-time 3D across the enterprise.\" Its products here are serving customers across various verticals such as manufacturing, construction, automotive, and advanced simulation, among others.So growing adoption of digital-twins offerings should boost the top and bottom lines in the future, and analysts' forecasts indicate the same. Unity is expected to clock annual bottom-line growth of 69% for the next five years. That's why investors looking to add a potential long-term winner might want to take advantage of the stock's latest drop and buy its shares while they're trading at 9.2 times sales, a big discount to last year's peak of more than 50.","news_type":1},"isVote":1,"tweetType":1,"viewCount":147,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9067191857,"gmtCreate":1652417230279,"gmtModify":1676535097237,"author":{"id":"3567640283871761","authorId":"3567640283871761","name":"JamesSoh","avatar":"https://community-static.tradeup.com/news/0957f1577095e25f4b8d392256266b58","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3567640283871761","authorIdStr":"3567640283871761"},"themes":[],"htmlText":"‌<a href=\"https://laohu8.com/S/MU\">$Micron Technology(MU)$</a>‌Bottom found?","listText":"‌<a href=\"https://laohu8.com/S/MU\">$Micron Technology(MU)$</a>‌Bottom found?","text":"‌$Micron Technology(MU)$‌Bottom found?","images":[{"img":"https://community-static.tradeup.com/news/81a02b0db836f4ab9501802358e75d7a","width":"200","height":"200"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9067191857","isVote":1,"tweetType":1,"viewCount":164,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0}],"lives":[]}